证券代码：002933 证券简称：新兴装备 公告编号：2025-039 北京新兴东方航空装备股份有限公司 关于部分股东减持股份的预披露公告 公司股东戴岳先生、张进先生保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有北京新兴东方航空装备股份有限公司（以下简称"公司"）股份 16,718,587 股（占公司总股本的 14.25%）的股东戴岳先生计划自本公告披露之日 起 15 个交易日后的 3 个月内以集中竞价方式或大宗交易方式减持公司股份不超 过 3,520,500 股（占公司总股本的 3.00%）。其中，通过集中竞价方式减持股份 总数不超过公司总股本的 1%，通过大宗交易方式减持股份总数不超过公司总股 本的 2%；持有公司股份 157,347 股（占公司总股本的 0.13%）的股东张进先生 计划自本公告披露之日起 15 个交易日后的 3 个月内以集中竞价方式减持公司股 份不超过 157,347 股（占公司总股本的 0.13%）。 近日，公司收到股东戴岳先生、张进先生分别出具的《关于股份减持计划 ...

Core Insights - The aviation equipment sector experienced a decline of 0.35% on November 14, with notable losses from Filihua, which dropped by 6.33% [1][2] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - ST Lihang (603261) saw a significant increase of 5.00%, closing at 27.31 with a trading volume of 10,700 lots [1] - Jiachitech (688708) and Maixinlin (688685) also reported gains of 2.62% and 2.43%, respectively, with closing prices of 64.34 and 63.70 [1] - Conversely, Filihua (300395) led the declines with a drop of 6.33%, closing at 74.98 and a trading volume of 218,300 lots [2] Capital Flow - The aviation equipment sector experienced a net outflow of 184 million yuan from major funds, while retail investors contributed a net inflow of 126 million yuan [2][3] - Major funds showed a net inflow in stocks like AVIC Shenyang Aircraft (600760) with 242.1 million yuan, while others like AVIC General (600038) had a net inflow of 39.9 million yuan [3]

Core Viewpoint - The report emphasizes the accuracy and completeness of the financial disclosures made by the company and its board members, ensuring no misleading statements or significant omissions are present [1][2]. Financial Data Summary - The third quarter financial report has not been audited [3][5]. - The company does not require retrospective adjustments or restatements of previous accounting data [3]. - Non-recurring gains primarily stem from the disposal of subsidiaries [3]. Shareholder Information - There are no changes in the top ten shareholders or the status of major shareholders regarding the lending of shares for margin trading [4]. - The company has not reported any preferred shareholders or changes in their holdings [4]. Other Important Matters - The report does not indicate any other significant matters that require disclosure [4]. - The financial statements include the consolidated balance sheet as of September 30, 2025 [4][5].

Core Insights - Emerging Equipment (002933.SZ) reported a total operating revenue of 249 million yuan for Q3 2025, with a net profit attributable to shareholders of 29.12 million yuan, marking an increase of 12.17 million yuan compared to the same period last year, achieving a 71.84% year-on-year growth [1][3] Financial Performance - The company achieved a net cash inflow from operating activities of -11.87 million yuan, ranking 21st among disclosed peers, with an increase of 97.26 million yuan compared to the same period last year [1] - The latest debt-to-asset ratio stands at 36.19%, ranking 24th among peers, a decrease of 1.20 percentage points from the same period last year [3] - The gross profit margin is reported at 36.77%, ranking 19th among peers, with a sequential increase of 1.00 percentage point and a year-on-year increase of 10.56 percentage points [3] - Return on equity (ROE) is at 1.90%, an increase of 0.77 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.25 yuan, ranking 21st among peers, with an increase of 0.11 yuan compared to the same period last year, reflecting a 78.57% year-on-year growth [3] Operational Metrics - The total asset turnover ratio is reported at 0.10 times, while the inventory turnover ratio is at 0.55 times [3] - The number of shareholders is 21,500, with the top ten shareholders holding a total of 54.34 million shares, accounting for 46.31% of the total share capital [3]

Core Points - The company and its board members guarantee the authenticity, accuracy, and completeness of the quarterly report, assuming legal responsibility for any misrepresentation or omissions [2][3]. Financial Data - The third-quarter financial report has not been audited [8]. - The company does not require retrospective adjustments or restatements of previous accounting data [3]. - Non-recurring gains and losses are applicable, primarily due to investment income from the disposal of subsidiaries [3][4]. Shareholder Information - There are no changes in the top ten shareholders or any significant shareholders participating in the securities lending business [5].

Core Viewpoint - The company, established in 1997 and listed in 2018, specializes in aviation equipment, focusing on airborne suspension and launch devices, and has strong R&D capabilities [1] Group 1: Business Performance - In Q3 2025, the company's revenue was 249 million, ranking 42 out of 48 in the industry, significantly lower than the top competitors, AVIC Xi'an Aircraft Industry Group with 30.244 billion and AVIC Engine with 22.912 billion [2] - The main business segment, airborne equipment, generated 169 million, accounting for 88.46% of total revenue, while technical services and others contributed 22.0409 million, making up 11.54% [2] - The net profit for the same period was 31.0838 million, ranking 32 out of 48, again far below the leading firms, AVIC Shenyang Aircraft Corporation with 1.369 billion and AVIC Aircraft with 1.162 billion [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 36.19%, a decrease from 37.38% year-on-year, and lower than the industry average of 39.42% [3] - The gross profit margin for the same period was 36.77%, a significant increase from 26.22% year-on-year, and above the industry average of 30.54% [3] Group 3: Executive Compensation - The chairman, Li Weifeng, received a salary of 996,900, a slight decrease from 999,500 the previous year [4] - The general manager, Xiang Ziqi, earned 1,211,400, down from 1,331,100 in the prior year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 15.08% to 21,500, while the average number of circulating A-shares held per account increased by 17.76% to 5,299.81 [5]

Core Viewpoint - Emerging Equipment (002933.SZ) reported a decline in revenue for the first three quarters of 2025, while net profit showed significant growth [1] Financial Performance - Revenue for the first three quarters reached 249 million yuan, representing an 18.75% year-on-year decrease [1] - Net profit attributable to shareholders was 29.12 million yuan, reflecting a 71.84% year-on-year increase [1] - Net profit excluding non-recurring gains and losses was 9.30 million yuan, marking a 190.50% year-on-year increase [1] - Basic earnings per share stood at 0.25 yuan [1]

Core Viewpoint - Emerging Equipment (002933.SZ) reported a decline in revenue for the first three quarters of 2025, while net profit showed significant growth [1] Financial Performance - The company's operating revenue for the first three quarters was 249 million yuan, a year-on-year decrease of 18.75% [1] - Net profit attributable to shareholders was 29.12 million yuan, reflecting a year-on-year increase of 71.84% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 9.30 million yuan, which represents a year-on-year growth of 190.50% [1] - Basic earnings per share stood at 0.25 yuan [1]

Core Insights - Emerging Equipment reported a decrease in revenue for the first three quarters, with total revenue amounting to 249,213,045.06 yuan, representing an 18.75% year-on-year decline [1] - The net profit attributable to shareholders increased significantly by 71.84%, reaching 29,116,818.43 yuan [1] - New shareholders in the top ten circulating shareholders include Zheng Wenbao, Wu Haibiao, and a private equity fund managed by Yidian Najin [1]

Core Insights - The company reported a significant decline in revenue for the third quarter, with a total of 58.14 million yuan, representing a year-on-year decrease of 37.13% [1] - Despite the drop in revenue, the net profit attributable to shareholders increased to 13.47 million yuan, showing a year-on-year growth of 101.51% [1] - For the first three quarters, the company achieved a total revenue of 249.21 million yuan, down 18.75% compared to the previous year [1] - The net profit attributable to shareholders for the first three quarters was 29.12 million yuan, reflecting a year-on-year increase of 71.84% [1]