Group 1 - The civil explosives sector experienced a decline of 0.56%, ranking among the top losers in the concept sector as of July 24 [1][2] - Among the companies in the civil explosives sector, Huazhong Chemical, Jiangnan Chemical, and Yipuli saw significant declines, while Gaozheng Civil Explosives, Poly United, and Huaibei Mining had notable increases of 10.01%, 10.00%, and 2.64% respectively [1][2] - The civil explosives sector faced a net outflow of 2.209 billion yuan, with 16 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was Gaozheng Civil Explosives, with a net outflow of 1.230 billion yuan, followed by Yahua Group, Yipuli, and Huazhong Chemical with net outflows of 382 million yuan, 182 million yuan, and 180 million yuan respectively [2][3] - The stocks with the highest net inflows included Lixin Micro, Tongde Chemical, and Jiangnan Chemical, with net inflows of 42.699 million yuan, 26.662 million yuan, and 23.071 million yuan respectively [2][3] - The civil explosives sector's trading activity showed that Gaozheng Civil Explosives had a trading rate of 21.74% despite a price increase of 10.01% [2][3]

Group 1 - The A-share market saw a significant surge in the explosives sector, with Poly United hitting the daily limit up [1] - Other companies in the sector, including High Hope Explosives, Kailong Co., Jin Aobo, Guotai Group, and Huhua Co., also experienced gains [1]

Group 1: Company Overview and Financial Performance - The company achieved total revenue of 163,220.47 million yuan in 2024, an increase of 8.29% year-on-year, with specialized equipment revenue growing by 17.95% and chemical materials revenue by 18.27% [3] - The net profit attributable to shareholders reached 12,407.72 million yuan, up 22.05% from the previous year, while the net profit excluding non-recurring items was 11,730.04 million yuan, reflecting a growth of 25.13% [3] Group 2: Business Segments and Growth Strategies - The company operates in four main business segments: civil explosives integration, fine chemicals, intelligent manufacturing, and Jin Aobo Smart Cloud [3] - The specialized equipment segment is expected to benefit from the Ministry of Industry and Information Technology's guidelines, which aim for widespread application of unmanned production lines by 2027 [4][6] - The civil explosives segment has formed a complete industrial chain through mergers and acquisitions, enhancing cost efficiency and profitability [6] Group 3: Technological Advancements and Innovations - The company has developed the JWL-HD unmanned production line for emulsified explosives, achieving international leading technology standards [5] - The integration of industrial internet and AI technologies has enabled real-time safety and quality assessments, enhancing operational efficiency [5] Group 4: Market Position and Competitive Advantages - The company is a leading player in the civil explosives industry, benefiting from high entry barriers and strict regulatory requirements [4][6] - It has established long-term partnerships with major domestic civil explosives manufacturers, enhancing its market presence [6] Group 5: International Expansion and Future Directions - The company has seen growth in its overseas business, with projects in Southeast Asia, Central Asia, Europe, and Africa, having completed over 20 production lines [12][13] - Future strategies include expanding into high-value export products and enhancing international competitiveness through collaboration with global firms [13][11]

Core Points - The company announced a cash dividend distribution plan for the 2024 fiscal year, approving a cash dividend of RMB 1.00 per share (including tax) to all shareholders, with a total cash dividend amounting to RMB 34,219,359.70 (including tax) [1][2][4] - The dividend will be distributed based on the total number of shares after excluding repurchased shares, maintaining the total share capital unchanged before and after the distribution [2][4] - The record date for the dividend distribution is set for July 9, 2025, and the ex-dividend date is July 10, 2025 [3][4] Dividend Distribution Details - The cash dividend distribution will be RMB 0.10 per share, with the actual cash dividend per share calculated as RMB 34,219,359.70 divided by the total share capital of 347,614,197 shares, resulting in approximately RMB 0.0984406 per share [1][4] - The company will not issue bonus shares or increase share capital from capital reserves in this distribution [2][3] - The distribution will be adjusted for any changes in shares due to stock options, convertible bonds, or share buybacks, ensuring the distribution ratio remains unchanged [2][4] Taxation Information - The company will not withhold individual income tax for shareholders; instead, tax will be calculated based on the holding period when shares are sold [2][3] - Different tax rates will apply for domestic and foreign investors regarding the dividend tax [2][3] Consultation and Contact Information - The company provides contact details for inquiries regarding the dividend distribution, including the office address and contact persons [5]

Company Overview - The company is a leading player in the domestic civil explosive intelligent equipment industry, with high barriers to entry due to strict regulations and safety management requirements [1][2]. - It has established an "Industrial Internet + Safety Production" platform utilizing big data, AI, and digital twin technology for real-time assessment indices [2]. Industry Insights - The civil explosive industry saw a slight increase in explosive production in the first five months of 2025, with main business revenue reaching CNY 3.971 billion, a year-on-year increase of 1.21% [4]. - The total profit for the industry was CNY 867 million, up 8.81%, while tax revenue increased by 21.86% to CNY 1.203 billion [4]. - The explosive demand in coal, metal, and non-metal mining accounts for over 70% of total explosive sales, indicating a significant market space [4]. Product Development and Innovation - The company has developed various industrial robots, including six-axis robots and AGV intelligent transport vehicles, which are widely used in the civil explosive industry and have expanded into food and packaging sectors [5]. - The company aims to enhance its technological innovation and product offerings, focusing on smart and digital equipment to boost market influence and performance [3][7]. Future Growth and Strategic Direction - By 2027, the civil explosive industry aims for widespread application of unmanned production lines and a significant increase in industry concentration and product quality [6]. - The company plans to continue its international expansion, having established over 20 production lines in Southeast Asia, Central Asia, Europe, and Africa, leveraging its technological advantages [10]. - Mergers and acquisitions are part of the strategic direction to enhance industry collaboration and expand business scale, with previous successful integrations of several companies [11].

证券代码：002917 证券简称：金奥博 公告编号：2025-038 深圳市金奥博科技股份有限公司 2024年年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、公司本次利润分配以公司现有总股本347,614,197股扣除回购的股份数 （5,420,600股）后，即342,193,597股为基数，向全体股东每10股派发现金红利 人民币1.00元（含税），本年度不送红股，不以资本公积金转增股本。公司本次 实际现金分红的总金额=实际参与权益分派的股本×每股分配比例，即 （347,614,197-5,420,600）股×0.10元/股=34,219,359.70元（含税）。 2、因公司回购股份不参与分红，本次权益分派实施后，根据股票市值不变 原则，实施权益分派前后公司总股本保持不变，现金分红总额分摊到每一股的比 例将减小，因此本次权益分派实施后除权除息价格计算时，每股现金红利=实际 现金分红总额÷股权登记日的总股本（含回购股份）=34,219,359.70元 ÷347,614,197股=0.0984406元/股（按总股本折算每股现金 ...

在公司董事会、监事会换届选举工作完成之前，公司第三届董事会、监事会 全体成员、高级管理人员仍将依照相关法律法规和《公司章程》的有关规定，继 续履行董事、监事及高级管理人员相应的职责和义务。 公司董事会、监事会延期换届不会影响公司的正常运营。公司将积极推进董 事会、监事会换届工作，并及时履行信息披露义务。 特此公告。 证券代码：002917 证券简称：金奥博 公告编号：2025-037 深圳市金奥博科技股份有限公司 关于董事会、监事会延期换届的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 深圳市金奥博科技股份有限公司(以下简称"公司")第三届董事会、监事会 任期将于 2025 年 6 月 16 日届满。鉴于公司新一届董事会、监事会换届选举工作 尚在筹备中，为确保公司董事会、监事会工作的连续性和稳定性，公司第三届董 事会、监事会将延期换届，公司董事会各专门委员会、高级管理人员的任期亦相 应顺延。 董事会 2025 年 6 月 13 日 深圳市金奥博科技股份有限公司 ...

Core Viewpoint - The industrial explosives industry in China is maturing, with significant increases in production capacity and output, driven by growing demand and technological advancements [2][6][10]. Industry Definition and Classification - Industrial explosives, also known as civil explosives, are explosive mixtures primarily composed of oxidizers and fuels, designed based on the principle of oxygen balance [3][4]. - Common types include ammonium nitrate explosives, emulsified explosives, and nitroglycerin explosives, characterized by low cost, simple manufacturing, and reliable application [4]. Current Development Status - The production of industrial explosives in China has increased from 3.54 million tons in 2016 to an expected 4.49 million tons in 2024, with major types including gel emulsified explosives (61.02%), porous ammonium oil explosives (23.15%), and expanded ammonium nitrate explosives (7.17%) [6][8]. - The total sales volume of industrial explosives is projected to reach 4.485 million tons in 2024, with gel emulsified explosives leading at 2.7289 million tons [8]. Industry Trends - The industry is transitioning from extensive growth to a focus on safety, environmental sustainability, and intelligence, with technological innovation and regulatory compliance as key drivers [2][10]. - Future challenges include balancing cost control with technological upgrades and exploring value-added blasting services to address environmental pressures and competition from alternative technologies [2]. Related Companies - Key listed companies in the industrial explosives sector include Yipuli (002096.SZ), Poly United (002037.SZ), Hongda Explosive (002683), and others [3]. - Other relevant companies include Beifang Special Energy, Yunnan Minexplosion, and Longye Chemical [3].

Industry Overview - The industrial detonator is a key explosive device used in mining and engineering blasting operations, categorized into electric and non-electric detonators [1][6] - In recent years, China's industrial detonator production and sales have been declining due to structural adjustments and technological upgrades, with 2024 production and sales expected to be 672 million and 658 million units, respectively, reflecting year-on-year changes of -7.18% and -9.74% [1][6] - The industry’s production-sales ratio showed a trend of rising and then falling, maintaining above 100% from 2021 to 2023 but dropping to 97.92% in 2024 due to shrinking demand and supply-side inertia [1][6] Market Dynamics - The industrial detonator industry has a low concentration level, with CR4 and CR8 at 36.90% and 62.05% respectively in 2024, indicating a low-concentration oligopoly market [12] - The market is characterized by dynamic competition, with Yunnan Minexplosion previously leading the market but being surpassed by Sichuan Yahua and Northern Special Energy in 2024 [12] Product Trends - Electronic detonators are expected to fully replace traditional detonators, with a significant increase in their production share from 18% in 2021 to 43% in 2022, and nearly complete replacement by 2023 [18] - The advantages of electronic detonators include higher safety, reliability, and intelligent management capabilities, which are crucial for mining and infrastructure projects [18] Policy Influence - Recent policies have emphasized the transition to electronic detonators, with the Ministry of Industry and Information Technology mandating the cessation of non-electronic detonator production and sales by mid-2022 [10][18] - The "14th Five-Year Plan" for the civil explosive industry promotes safety, environmental sustainability, and intelligent manufacturing, driving the growth of electronic detonators [18] Company Performance - Yipuli Co., Ltd. reported a 33.85% decline in industrial detonator sales revenue to 568 million yuan in 2024, accounting for 6.65% of total revenue [14] - Huazhong Chemical Group Co., Ltd. experienced a 22.38% decrease in industrial detonator sales revenue to 525 million yuan in 2024, representing 47.68% of its total revenue [16] Future Outlook - The industry is expected to see increased concentration as leading companies expand through capacity replacement, technological upgrades, and mergers [19][20] - Technological innovation and smart upgrades are driving the industry towards a greener and more efficient future, with a focus on digital management and low-pollution production processes [21]

证券代码：002917 证券简称：金奥博 公告编号：2025-036 深圳市金奥博科技股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 | 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 | | --- | | 假记载、误导性陈述或重大遗漏。 | 深圳市金奥博科技股份有限公司（以下简称"公司"）于2024年12月3日召开 了第三届董事会第十六次会议和第三届监事会第十四次会议，会议审议通过了《关 于使用暂时闲置募集资金进行现金管理的议案》，同意公司使用不超过人民币 45,000万元的暂时闲置募集资金进行现金管理，上述额度在公司董事会审议通过后， 自2025年1月19日起12个月内有效，可由公司及实施募集资金投资项目的子公司共 同循环滚动使用。公司监事会、保荐机构已分别对上述事项发表了明确同意的意见。 具体内容详见公司于2024年12月5日在巨潮资讯网（www.cninfo.com.cn）披露的相 关公告。 一、本次使用暂时闲置募集资金进行现金管理的到期赎回情况 公司使用暂时闲置募集资金在中信银行股份有限公司深圳蛇口支行购买了人 民币5,000万元的"共赢智信汇率挂钩人民币结构性存款 ...