Core Points - The core point of the announcement is that the controlling shareholder, Jing Shiping, and his concerted parties have reduced their shareholding in Suzhou Hengmingda Electronic Technology Co., Ltd. by 2,562,093 shares, accounting for 1.00% of the total share capital, without triggering a mandatory bid [1][2]. Group 1 - The nature of the equity change is a reduction in shares, which does not trigger a mandatory bid [1]. - The equity change will not lead to a change in the company's controlling shareholder or actual controller, nor will it affect the company's operations and governance structure [1]. - The share reduction occurred between July 29, 2025, and July 30, 2025, through block trading [1].

2、本次权益变动不会导致公司控股股东、实际控制人发生变化，不会对公司经营及治理结构 产生影响。 证券代码：002947 证券简称：恒铭达 公告编号：2025-055 苏州恒铭达电子科技股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及 1%整数倍的公告 实际控制人荆世平先生及其一致行动人荆京平女士、夏琛女士、荆江先生保证向公司提供的 信息内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 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。 重要提示： 1、本次权益变动性质为股份减少，不触及要约收购。 董事会 2025 年 8 月 1 日 苏州恒铭达电子科技股份有限公司（以下简称"公司"）于近日收到控股股东、实际控制人荆 世平先生及其一致行动人荆京平女士、夏琛女士、荆江先生出具的《关于股份减持进展的告知函》： 2025年7月29日至2025年7月30日期间，荆世平先生、荆京平女士、夏琛女士、荆江先生通过大宗交 易方式累计减持公司股份共计2,562,093股，占公司总股本比例为1.00%，权益变动触及1%的整数倍。 根据相关法律、法规及规范性文件的规定，现将具体情况公告如 ...

（原标题：恒铭达现7笔大宗交易 均为折价成交） 证券时报•数据宝统计显示，恒铭达今日收盘价为34.20元，下跌0.23%，日换手率为3.55%，成交额为 2.32亿元，全天主力资金净流出1717.24万元，近5日该股累计下跌0.41%，近5日资金合计净流入1.74万 元。 两融数据显示，该股最新融资余额为5.40亿元，近5日增加1220.52万元，增幅为2.31%。（数据宝） 恒铭达7月29日大宗交易平台共发生7笔成交，合计成交量168.69万股，成交金额5263.19万元。成交价格 均为31.20元，相对今日收盘价折价8.77%。 进一步统计，近3个月内该股累计发生15笔大宗交易，合计成交金额为1.04亿元。 | 成交 | 成交金 | 成交价 | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | 量 | 额 | | | | | | （万 | （万 | 格 | 收盘折 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | 溢价 | | | | | | | （%） | | | | 70.75 | 2207.38 | 31.20 | -8.7 ...

格隆汇7月29日丨恒铭达(002947.SZ)公布，公司于近日收到控股股东、实际控制人荆世平先生及其一致 行动人荆京平女士、夏琛女士、荆江先生出具的《关于股份减持进展的告知函》：2024年12月26日至 2025年7月28日期间，荆世平先生、荆京平女士、夏琛女士、荆江先生通过集中竞价和大宗交易方式累 计减持公司股份共计2,684,305股，占公司总股本比例为1.05%，合计持有的公司股份比例由本次权益变 动前的38.05%降至37%，权益变动触及1%的整数倍。 ...

证券代码：002947 证券简称：恒铭达 公告编号：2025-054 苏州恒铭达电子科技股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及 1%整数倍的公告 | 信息披露义务人 | 4 | 荆江 | | | | | --- | --- | --- | --- | --- | --- | | 住所 | | 广东省深圳市宝安区**** | | | | | 权益变动时间 | | 2025 年 7 月 24 年 7 | 日至 2025 | 月 28 日 | | | 股票简 称 | 恒铭达 | 股票代码 | | 002947 | | | 变动类 型（可 | 增加□ 减少☑ | 一致行动人 | | 有☑ 无□ | | | 多选） | | | | | | | 是否为第一大股东或实际控制人 | | 是☑ 否□ | | | | | 2．本次权益变动情况 | | | | | | | 股东 | 股份种类（A 股、B 股等） | 减持股数（股） | | | 减持比例（%） | | 荆世平 | A 股 | | 951,519 | | 0.37 | | 荆京平 | A 股 | | 689,273 | | 0.27 | | ...

Group 1 - The core transaction involved 1.6869 million shares of Hengmingda, with a total transaction value of 52.6319 million yuan, accounting for 18.48% of the total trading volume on that day [1] - The transaction price was 31.2 yuan per share, which represents an 8.77% discount compared to the market closing price of 34.2 yuan [1]

Investment Rating - The report maintains a "Strong Buy" rating for the company, expecting it to outperform the benchmark index by over 20% in the next six months [5][23]. Core Views - The company is expected to achieve a net profit of 2 to 2.5 billion yuan in the first half of 2025, representing a year-on-year increase of 22.06% to 52.58%, with a median estimate of 2.25 billion yuan, which is a 37.32% increase year-on-year [2]. - The growth is driven by strong performance in the precision flexible structural components for consumer electronics and the precision metal components from Huayang Tong, with significant contributions from major clients [8]. - The company has established a solid partnership with major clients, including Apple and Google, and is well-positioned to benefit from the growing demand in the AI hardware sector [8]. Financial Summary - Total revenue is projected to grow from 2,486 million yuan in 2024 to 7,152 million yuan in 2027, with a compound annual growth rate (CAGR) of 36.7% to 27.6% [4]. - Net profit is expected to increase from 457 million yuan in 2024 to 1,223 million yuan in 2027, with a CAGR of 62.4% to 30.3% [4]. - Earnings per share (EPS) is forecasted to rise from 1.78 yuan in 2024 to 4.77 yuan in 2027, reflecting strong profitability growth [4]. Market Position and Growth Drivers - The company is entering a harvest period for its consumer electronics business, with significant growth expected from its subsidiary Huayang Tong, which is expanding into new markets such as charging piles and energy storage [8]. - The report highlights the company's strategic positioning in the AI hardware market, benefiting from the increasing demand for servers and related components [8]. - The company has built a flexible production network that allows it to adjust production schedules according to client needs, enhancing its cost structure [8].

Group 1 - The company expects a positive net profit for the period from January 1, 2025, to June 30, 2025, with an estimated range of 200 million to 250 million yuan, representing an increase of 22.06% to 52.58% compared to the same period last year [2][3] - The net profit attributable to shareholders is projected to be between 180 million and 240 million yuan, with a year-on-year increase of 11.67% to 48.90% [2][3] - Basic earnings per share are estimated to be between 0.80 yuan and 1.00 yuan, compared to 0.72 yuan per share in the previous year [2][3] Group 2 - The significant growth in the company's performance is attributed to its ability to seize opportunities in the consumer electronics, telecommunications, and new energy sectors [3] - The company has leveraged its technical expertise in precision flexible structural components and metal structural components to meet downstream demand changes, effectively driving revenue growth [3] - Continuous enhancement of core competitiveness through increased R&D investment and proactive layout in emerging fields such as structural components for smart terminal devices has supported the company's overall steady growth [3]

Summary of Key Points - The company Hengmingda (002947) expects a net profit attributable to shareholders of 200 million to 250 million yuan for the period from January 1, 2025, to June 30, 2025, representing an increase of 22.06% to 52.58% compared to the same period last year, which was 164 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be between 180 million and 240 million yuan, showing an increase of 11.67% to 48.90% from the previous year's 161 million yuan [1] - The basic earnings per share are estimated to be between 0.8 yuan and 1.0 yuan [1]

[Performance Forecast Overview](index=1&type=section&id=I.%20Expected%20Performance%20for%20the%20Current%20Period) The company anticipates significant profit growth in the first half of 2025, with net profit attributable to shareholders expected to increase by 22.06% to 52.58%, non-recurring net profit by 11.67% to 48.90%, and basic earnings per share projected between RMB 0.80 and RMB 1.00 2025 Semi-Annual Performance Forecast | Item | January 1 to June 30, 2025 (Estimated) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: RMB 200 million - RMB 250 million | Profit: RMB 163.8518 million | | Year-on-Year Growth | 22.06% - 52.58% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Profit: RMB 180 million - RMB 240 million | Profit: RMB 161.1823 million | | Year-on-Year Growth | 11.67% - 48.90% | - | | **Basic Earnings Per Share** | RMB 0.80/share - RMB 1.00/share | Profit: RMB 0.72/share | [Communication with Audit Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company explicitly states that the financial data in this performance forecast are preliminary estimates by the company's finance department and have not yet been audited by an accounting firm - This performance forecast data is a preliminary estimate by the company's finance department and has not been audited by an accounting firm[4](index=4&type=chunk) [Analysis of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Performance growth is primarily attributed to the company successfully capitalizing on opportunities in high-growth industries such as consumer electronics, communications, and new energy; leveraging its technological advantages in precision structural components to expand product applications in smart terminals, base stations, and new energy infrastructure; and continuously increasing R&D investment to strategically position itself in emerging fields, thereby enhancing overall competitiveness - The core driver of performance growth is the company's capture of development opportunities in industries such as consumer electronics, communications, and new energy, which has propelled revenue growth[5](index=5&type=chunk) - Leveraging its technological accumulation in precision flexible and metal structural components, the company has expanded product applications into diverse high-growth areas including smart terminals, base stations, and new energy infrastructure[5](index=5&type=chunk) - The company continuously increases R&D investment and proactively positions itself in emerging fields like smart terminal device structural components to enhance core competitiveness[7](index=7&type=chunk) [Other Explanations and Risk Warnings](index=2&type=section&id=IV.%20Other%20Relevant%20Explanations) The company reiterates that this performance forecast is a preliminary estimate, with final accurate financial data to be disclosed in the 2025 semi-annual report, and advises investors to be aware of investment risks - The company reminds investors that this forecast is a preliminary estimate, and specific financial data will be subject to the 2025 semi-annual report; investors should be aware of investment risks[8](index=8&type=chunk)