7月下旬，瑞玛精密（002976.SZ）公告子公司收到国内某车企的定点通知，成为其某款新能源车型空 气弹簧总成定点供应商，项目生命周期7年，预计生命周期内总销售额3.36亿。 天下英雄如过江之鲫！ 作者 | 观韬 编辑 | 小白 受益于车企营销宣传和媒体广泛报道，空气悬架这一曾被视为豪车"身份象征"的标配，已成为国内众 多头部车企比拼底盘技术和性能的关键胜负手。 在2024年年报中，瑞玛精密还披露其空气悬架相关产品已取得两家国内车企的定点通知： 定点A项目生命周期6年，计划供应48万套多腔空气弹簧总成，全生命周期内预计销售额12.6 亿； 定点B项目生命周期10年，计划供应25万台ECAS（电子控制空气悬架系统），全生命周期内预 计销售额10.8亿。 子公司普莱德（苏州）是瑞玛精密空气悬架业务核心运营实体，2024年全年营收仅25.69万，几乎可 忽略不计。此外，瑞玛精密6.32亿定增已于7月9日提交注册，其中的3.59亿都用来建设空悬系统和零 部件生产基地。 （瑞玛精密2024年年报） 一方面是市场需求井喷，企业积极募资扩产，另一方面是财务数据尚未兑现业务天赋，瑞玛精密不过 是空悬领域的新秀，这也不禁让风云 ...

Core Viewpoint - 瑞玛精密 has secured a significant project as a designated supplier for a domestic automaker's new energy vehicle platform, with an expected sales revenue of approximately 336 million yuan, which is anticipated to positively impact the company's future operating performance [1][2]. Group 1: Project Announcement - 瑞玛精密's subsidiary, Pride Automotive Technology (Suzhou) Co., Ltd., has been appointed as the designated supplier for air spring assembly products for a new energy vehicle platform, with a project lifecycle of 7 years and total expected sales of about 336 million yuan [2]. - The project signifies recognition of Pride (Suzhou)'s technical development capabilities and product quality in the automotive air suspension system sector [2]. Group 2: Financial Performance - For the first half of 2025, 瑞玛精密 expects a net profit attributable to shareholders of 15.56 million to 21.05 million yuan, representing a year-on-year growth of 123.64% to 202.57% [5]. - The company reported a significant increase in non-net profit, projected to be between 12.87 million and 17.41 million yuan, reflecting a growth of 281.88% to 416.65% compared to the previous year [5]. Group 3: Business Expansion and R&D - 瑞玛精密 has been actively expanding its production capacity to meet growing market demand, with plans to raise up to 632 million yuan through a targeted stock issuance to fund projects related to air suspension systems and seat systems [3]. - The company has consistently increased its R&D investment, with expenditures rising from 58.75 million yuan in 2022 to 25.81 million yuan in the first quarter of 2025, maintaining a positive year-on-year growth trend [5]. Group 4: Strategic Acquisitions and International Expansion - 瑞玛精密 has strengthened its competitive position through acquisitions, including the purchase of Guangzhou Xinzhen Automotive Parts Co., Ltd. for approximately 197 million yuan, enhancing its seat comfort system business [6]. - The company is also expanding internationally, having signed a land purchase agreement in Mexico for approximately 22.18 million yuan to bolster its production base [6].

二、对公司的影响 此次获得客户新能源车型平台项目空气弹簧总成产品的项目定点，标志着普 莱德（苏州）在汽车空气悬架系统产品领域的技术开发实力、产品质量得到客户 的认可。 三、风险提示 关于获得汽车空气悬架系统产品项目定点的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、定点情况概述 苏州瑞玛精密工业集团股份有限公司（以下简称"公司"）子公司普莱德汽 车科技（苏州）有限公司（以下简称"普莱德（苏州）"）于近日收到国内某车企 (基于保密协议要求，以下简称"客户")的定点通知，普莱德（苏州）成为其新能 源车型平台项目空气弹簧总成产品的定点供应商。根据客户目前的销售预测，该 项目生命周期为 7 年，在全生命周期内预计该项目空气弹簧总成产品销售额约为 3.36 亿元。 证券代码：002976 证券简称：瑞玛精密 公告编号：2025-066 苏州瑞玛精密工业集团股份有限公司 1、目前该项目对应的新增产品销售额为预计金额，最终销售额与汽车实际产 销量等因素直接相关，因此，后续实际采购情况尚存在不确定性；该项目生命周 期较长，鉴于汽车行业整体发展变化等因素影响，该项目 ...

Group 1 - The company, Ruima Precision, announced that its subsidiary, Pride Automotive Technology (Suzhou) Co., Ltd., has received a notification from a domestic automaker, becoming the designated supplier for the air spring assembly products for its new energy vehicle platform project [1] - The project has a lifecycle of 7 years, with an expected sales revenue of approximately 336 million yuan [1] - Although this project will not have a significant impact on the company's operating performance for the current year, it is expected to enhance future business revenue and positively influence the company's future operating results [1]

Group 1 - The company 瑞玛精密 (002976) announced that its subsidiary 普莱德汽车科技 (苏州)有限公司 has become a designated supplier for a domestic automaker's new energy vehicle platform project, specifically for air spring assembly products [1] - The project has a lifecycle of 7 years, with an estimated sales revenue of approximately 336 million yuan for the air spring assembly products [1] - This designation indicates that 普莱德 (苏州) has gained recognition for its technical development capabilities and product quality in the automotive air suspension system sector [1] Group 2 - The projected sales revenue is based on customer sales forecasts, and the actual procurement situation remains uncertain [1] - The project is not expected to have a significant impact on the company's operating performance for the current fiscal year [1]

Group 1 - New Yi Sheng expects a net profit increase of 327.68%-385.47% for the first half of 2025, reaching between 37 billion to 42 billion yuan, driven by growth in AI-related computing power demand and product structure optimization [2][4] - Xinghui Entertainment plans to sell 99.66% of its stake in the Spanish club Espanyol for 1.3 billion euros, with half of the payment in cash and the other half in shares [3] - *ST Yushun intends to acquire 100% of three companies for a total of 33.5 billion yuan, aiming to diversify its business into data center infrastructure services and related products [4] Group 2 - Salted Fish plans to reduce its shareholding by up to 2.04%, with a major shareholder intending to sell 5,455,572 shares [5] - Lian Microelectronics expects a net loss of approximately 1.21 billion yuan for the first half of 2025 [6] - Meinian Health anticipates a net loss of 1.92 billion to 2.36 billion yuan for the first half of 2025, with revenue expected to decline by 0.12%-5.83% [7] Group 3 - Chengdi Xiangjiang forecasts a net profit of 28 million to 42 million yuan for the first half of 2025, marking a turnaround from a loss of 69.29 million yuan in the previous year [8] - Jinpu Titanium plans to acquire 100% of Nanjing Lide Oriental Rubber and Plastic Technology Co., Ltd., with stock resuming trading after the announcement [9] - Bohai Leasing expects a net loss of 1.8 billion to 2.4 billion yuan for the first half of 2025 due to goodwill impairment from a subsidiary's asset sale [10] Group 4 - Foton Motor anticipates a net profit increase of approximately 87.5% for the first half of 2025, reaching about 777 million yuan [11] - Shenwan Hongyuan expects a net profit growth of 92.66%-111.46% for the first half of 2025, estimating profits between 4.1 billion to 4.5 billion yuan [12] - Ganfeng Lithium predicts a net loss of 5.5 billion to 3 billion yuan for the first half of 2025, an improvement from a loss of 7.6 billion yuan in the previous year [13] Group 5 - Suzhou Planning intends to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd., with stock resuming trading after the announcement [14] - Xiangyang Bearing expects a net loss of approximately 13 million yuan for the first half of 2025, slightly worse than the previous year's loss [15] - Tianqi Lithium forecasts a net profit of 0 to 1.55 billion yuan for the first half of 2025, a significant improvement from a loss of 5.2 billion yuan in the previous year [16] Group 6 - Shandong Gold anticipates a net profit increase of 84.3%-120.5% for the first half of 2025, estimating profits between 2.55 billion to 3.05 billion yuan [17] - Yunnan Geology expects a net profit of 16 million to 23 million yuan for the first half of 2025, marking a turnaround from a loss in the previous year [18] - Four-dimensional Map expects a net loss of 319 million to 268 million yuan for the first half of 2025, with revenue growth of 3.07%-14.30% [19] Group 7 - Tangrenshen anticipates a net loss of 54 million to 69 million yuan for the first half of 2025, a significant decline from the previous year's profit [20] - Changbai Mountain expects a net loss of 2.58 million to 1.58 million yuan for the first half of 2025, with revenue decreasing by approximately 7.48% [21] - Jiu Gui Jiu predicts a net profit of 8 million to 12 million yuan for the first half of 2025, a decline of 90.08%-93.39% compared to the previous year [22] Group 8 - Hengsheng Electronics expects a net profit increase of 740.95% for the first half of 2025, estimating profits around 251 million yuan [23] - Qixia Construction anticipates a net profit of 5.5 million to 8 million yuan for the first half of 2025, driven by increased project completions [24] - Poly Development expects a net profit decrease of 63.15% for the first half of 2025, estimating profits around 27.35 billion yuan [25] Group 9 - Anyuan Coal anticipates a net loss of 259 million to 310 million yuan for the first half of 2025, worsening from the previous year's loss [26] - Zhonghua Equipment plans to acquire 100% of Yiyang Rubber Machine and Beihua Machine, with stock suspension expected for no more than 10 trading days [27] - Bayi Steel expects a net loss of 650 million to 700 million yuan for the first half of 2025, primarily due to weak market conditions [28] Group 10 - Yuegui Co. anticipates a net profit increase of 58.67%-77.12% for the first half of 2025, estimating profits between 215 million to 240 million yuan [29] - Dalian Friendship expects a net loss of 38 million to 30 million yuan for the first half of 2025, with revenue impacted by tax-related issues [30] - Hangfa Power expects a net profit decrease of 84.53%-86.55% for the first half of 2025, estimating profits around 80 million to 92 million yuan [31] Group 11 - Dongfang Zirconium anticipates a net profit increase of 141.77%-156.80% for the first half of 2025, estimating profits between 25 million to 34 million yuan [32] - Hangzhou Steel expects a net profit decrease of 2% from a major shareholder's planned reduction [33] - Jingao Technology predicts a net loss of 2.5 billion to 3 billion yuan for the first half of 2025, worsening from the previous year's loss [34] Group 12 - Shanshan Co. expects a net profit increase of 810.41%-1265.61% for the first half of 2025, estimating profits between 160 million to 240 million yuan [35] - Guocheng Mining anticipates a net profit increase of 1046.75%-1174.69% for the first half of 2025, estimating profits between 493 million to 548 million yuan [36] - Jindi Group expects a net loss of 3.4 billion to 4.2 billion yuan for the first half of 2025, with significant declines in revenue [37] Group 13 - Founder Securities anticipates a net profit increase of 70%-80% for the first half of 2025, estimating profits between 22.96 billion to 24.32 billion yuan [38] - Hasi Lian expects a net loss of 98 million to 80 million yuan for the first half of 2025, a significant decline from the previous year [39] - Lanhua Ketech expects a net profit decrease of 89.12%-92.75% for the first half of 2025, estimating profits between 40 million to 60 million yuan [40] Group 14 - Shanxi Securities anticipates a net profit increase of 58.17%-70.72% for the first half of 2025, estimating profits between 5.04 billion to 5.44 billion yuan [41] - Xinda Real Estate expects a net loss of 3.5 billion to 3.9 billion yuan for the first half of 2025, with significant declines in revenue [42] - Xiangcai Co. anticipates a net profit increase of 63.64%-118.19% for the first half of 2025, estimating profits between 12 million to 16 million yuan [43] Group 15 - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, despite an increase in sales volume [44] - Wentai Technology anticipates a net profit increase of 178%-317% for the first half of 2025, estimating profits between 390 million to 585 million yuan [45] - Ruida Futures expects a net profit increase of 50.56%-83.15% for the first half of 2025, estimating profits between 206 million to 251 million yuan [46] Group 16 - Debang Co. anticipates a net profit decrease of 84.26%-87.86% for the first half of 2025, estimating profits between 40 million to 52 million yuan [47] - Jin Yi Culture expects a net loss of 20 million to 32 million yuan for the first half of 2025, a significant decline from the previous year [48] - Hongdian Film expects a net profit increase of 103.55%-160.09% for the first half of 2025, estimating profits between 180 million to 230 million yuan [49] Group 17 - Qiaqia Food anticipates a net profit decrease of 71.05%-76.25% for the first half of 2025, estimating profits between 80 million to 97.5 million yuan [50] - Guotai Haitong expects a net profit increase of 205%-218% for the first half of 2025, estimating profits between 15.283 billion to 15.957 billion yuan [51] - Xining Special Steel expects a net loss of approximately 234 million yuan for the first half of 2025, with revenue impacted by low steel prices [52]

[Current Period Performance Forecast](index=1&type=section&id=Item%20I.%20Current%20Period%20Performance%20Forecast) The company anticipates significant performance growth in the first half of 2025, with net profit attributable to shareholders projected to increase by 123.64% to 202.57%, and net profit after deducting non-recurring gains and losses by 281.88% to 416.65% Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders (CNY)** | Profit: 15.56 million - 21.05 million | Profit: 6.96 million | | Year-over-Year Growth | 123.64% - 202.57% | - | | **Net Profit After Non-Recurring Gains/Losses (CNY)** | Profit: 12.87 million - 17.41 million | Profit: 3.37 million | | Year-over-Year Growth | 281.88% - 416.65% | - | | **Basic Earnings Per Share (CNY/share)** | Profit: 0.13 - 0.17 | Profit: 0.06 | [Communication with Accounting Firm](index=1&type=section&id=Item%20II.%20Communication%20with%20Accounting%20Firm) The financial data in this performance forecast represents preliminary estimates by the company's finance department and has not been audited by a certified public accountant - Performance forecast data is a preliminary estimate by the company's finance department and is unaudited[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Changes) The primary reason for the company's year-over-year performance growth in the first half of 2025 is the expansion of its automotive and communication sector businesses, leading to significant revenue increases for precision structural components, automotive electronics, and communication equipment products - Performance growth is primarily driven by the automotive and communication sector businesses[5](index=5&type=chunk) - Operating revenue from precision structural components, automotive electronics, and communication equipment products achieved substantial year-over-year growth[5](index=5&type=chunk) [Other Relevant Information](index=1&type=section&id=Item%20IV.%20Other%20Relevant%20Information) The company advises investors that detailed financial data will be disclosed in the 2025 semi-annual report, urging prudent decision-making and awareness of investment risks - Detailed financial data will be disclosed in the company's 2025 semi-annual report[6](index=6&type=chunk) - The company advises investors to make prudent decisions and be aware of investment risks[7](index=7&type=chunk)

Core Viewpoint - The announcement details the completion of the stock option incentive plan for 2024 by Suzhou Ruima Precision Industrial Group Co., Ltd, highlighting the approval processes, allocation of stock options, and the impact on the company's governance and talent retention strategies [1][10]. Summary by Sections Approval Process - The company completed the necessary approval procedures for the 2024 stock option incentive plan on July 10, 2025, in accordance with regulations from the China Securities Regulatory Commission and the Shenzhen Stock Exchange [1][2]. Stock Option Allocation - A total of 848,000 stock options were granted to 27 core personnel, representing 100% of the planned allocation for this incentive program, which is 0.70% of the total current shares [3][6]. Waiting Period and Exercise Conditions - The waiting period for the stock options is set at 12, 24, and 36 months from the grant date, with specific conditions for exercising the options based on company performance and individual assessments [4][5][6]. Performance Targets - The performance targets for the stock options are defined as follows: - For the first exercise period, the revenue must not be less than 1,629 million yuan in 2024 - For the second period, cumulative revenue must reach at least 3,558 million yuan by the end of 2025 - For the third period, cumulative revenue must reach at least 5,787 million yuan by the end of 2026 [6][7]. Financial Impact - The fair value of the stock options was calculated using the Black-Scholes model, totaling 6.0844 million yuan for the 868,000 options initially planned, with adjustments made for the final allocation [9][10]. Business Impact - The implementation of this incentive plan is expected to enhance the company's governance structure, attract and retain talent, and align the interests of shareholders, the company, and its core team, thereby supporting the achievement of strategic and operational goals [10].

证券代码：002976 证券简称：瑞玛精密 公告编号：2025-064 苏州瑞玛精密工业集团股份有限公司 关于 2024 年股票期权激励计划 预留授予登记完成的公告 本公司及董事会全体成员保证信息披露的内容真实、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： 根据中国证监会《上市公司股权激励管理办法》及深圳证券交易所、中国证 券登记结算有限责任公司深圳分公司有关规则的规定，苏州瑞玛精密工业集团股 份有限公司（以下简称"公司"）于 2025 年 7 月 10 日完成了公司 2024 年股票 期权激励计划（以下简称"本激励计划"）股票期权预留授予登记工作。现将有 关事项公告如下： 一、2024 年股票期权激励计划已履行的相关审批程序 1、2024 年 6 月 15 日，公司召开第三届董事会第五次会议，审议通过了《关 于<苏州瑞玛精密工业集团股份有限公司 2024 年股票期权激励计划（草案）>及 其摘要的议案》《关于<苏州瑞玛精密工业集团股份有限公司 2024 年股票期权激 励计划实施考核管理办法>的议案》及《关于提请股东大会授权董事会办理 2024 年股票期权激励计划相关事宜的议案》。 2、202 ...

Overview of Guarantee Situation - The company approved a total guarantee amount of up to 48 million RMB for its subsidiaries, including Guangzhou Xinzhen Automotive Parts Co., Ltd. and others, during the board meetings held on April 23, 2025 [1] - The guarantee limit was ratified by the shareholders' meeting on May 19, 2025, and is valid until the next annual shareholders' meeting [1] Progress of Guarantee - On July 3, 2025, the company signed a maximum guarantee contract with China Bank for a principal amount of 5 million RMB for its subsidiary, Xinzhen Parts, effective from January 1, 2025, to December 31, 2030 [2] - After this guarantee, the total amount guaranteed for Xinzhen Parts is 7 million RMB, with a remaining available guarantee amount of 3 million RMB [2] Main Content of Guarantee Agreement - The guarantor is Suzhou Ruima Precision Industrial Group Co., Ltd., and the debtor is Guangzhou Xinzhen Automotive Parts Co., Ltd. [3] - The creditor is China Bank, and the guarantee is a joint liability guarantee covering the principal amount and related debts [3] - The guarantee period for each debt is three years from the maturity date of that debt [3] Cumulative Guarantee Situation - As of the announcement date, the company has a total cumulative external guarantee amount of 42 million RMB, which accounts for 53.54% of the latest unaudited net assets [3] - There are no overdue guarantees or any litigation related to guarantees [3]