证券代码：003033 证券简称：征和工业 公告编号：2025-052 青岛征和工业股份有限公司 二、与关联方及专业机构共同投资暨关联交易的进展情况 近日，公司收到通知，合伙企业已经完成工商变更备案登记、基金备案手续。 （一）工商变更登记情况： 合伙企业已完成工商变更登记并取得了共青城市行政审批局换发的《营业执 照》，具体信息如下： 名称：共青城慕华九号股权投资合伙企业（有限合伙） 关于公司与关联方及专业机构共同投资暨关联交易 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、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、与关联方及专业机构共同投资暨关联交易的概述 青岛征和工业股份有限公司（以下简称"公司"）作为有限合伙人与专业投 资机构上海慕华金誉股权投资管理合伙企业（有限合伙）及其他有限合伙人共同 签署了《共青城慕华九号股权投资合伙企业（有限合伙）合伙协议》，增资入股 共青城慕华九号股权投资合伙企业（有限合伙）（以下简称"合伙企业"），全 体合伙人认缴出资总额为2,111万元人民币，其中公司以自有资金认缴出资人民 币500万元，占合伙企业认缴出资总额的23.69%。具体内容详见公司于20 ...

Market Overview - On August 22, the motorcycle and other sectors experienced a decline of 0.17%, with Zhenghe Industrial leading the drop [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Notable gainers in the motorcycle sector included: - Taotao Industry (301345) with a closing price of 194.79, up 5.23% on a trading volume of 23,800 shares and a turnover of 457 million [1] - Lvtong Technology (301322) closed at 34.41, up 4.49% with a trading volume of 82,800 shares and a turnover of 283 million [1] - Conversely, Zhenghe Industrial (003033) saw a significant decline, closing at 47.94, down 5.50% with a trading volume of 51,500 shares and a turnover of 248 million [2] Capital Flow - The motorcycle and other sectors experienced a net outflow of 38.11 million from main funds, while retail investors saw a net inflow of 87.21 million [2] - Specific stock capital flows included: - Aima Technology (603529) had a main fund net inflow of 63.72 million, while retail investors had a net outflow of 65.23 million [3] - Taotao Industry (301345) recorded a main fund net inflow of 41.21 million, with retail investors also seeing a net outflow of 31.85 million [3]

Core Viewpoint - Qingdao Zhenghe Industrial Co., Ltd. reported steady growth in its 2025 semi-annual report, with plans to raise up to 818 million yuan through a private placement to enhance its core competitiveness and long-term development strategy [1][2]. Financial Performance - In the first half of the year, the company achieved revenue of 905 million yuan, a year-on-year increase of 7.18%, and a net profit attributable to shareholders of 89.01 million yuan, up 49.13% year-on-year [2][3]. - The net profit excluding non-recurring gains and losses was 63.29 million yuan, reflecting a 14.18% increase compared to the previous year, indicating sustained improvement in profitability [2]. Business Structure - The company's three core segments showed positive growth: - Vehicle chain systems generated 526 million yuan, accounting for 58.07% of total revenue, with a growth of 7.25% [3]. - Agricultural machinery chain systems achieved 158 million yuan, a 12.51% increase, now representing 17.46% of revenue [3]. - Industrial equipment chain systems reported 152 million yuan, up 9.15%, with a gross margin increase of 6.62 percentage points to 25.91% [3]. Market Expansion - The company accelerated its global expansion, with overseas revenue reaching 312 million yuan, making up 34.46% of total revenue, and a year-on-year growth of 6.34% [3]. - The acquisition of a controlling stake in Thailand's DDC chain wheel company enhances local production capabilities in Southeast Asia and establishes a foothold in the high-end market [3]. Future Growth Initiatives - The company plans to invest 433 million yuan in expanding agricultural machinery components, focusing on enhancing production capacity and technology for chain systems and cutting tools [5]. - A 201 million yuan investment in garden tool chain systems aims to capitalize on the growing global gardening market, projected to reach 136.45 billion dollars by 2034 [6]. - The micro-chain system project, with an investment of 53.82 million yuan, targets the robotics sector, leveraging existing patents and partnerships to enter the intelligent robotics market [7].

Core Viewpoint - Zhenghe Industrial (003033.SZ) has announced a plan to issue A-shares to specific investors in 2025, aiming to raise up to 818 million RMB for various projects and working capital [1][2]. Group 1: Share Issuance Details - The share issuance will target no more than 35 qualified investors, including securities investment funds, securities companies, and qualified foreign institutional investors [1]. - The issuance price will not be lower than 80% of the average trading price over the 20 trading days prior to the pricing date [1]. - The total number of shares to be issued will not exceed 30% of the company's total share capital before the issuance, which is estimated to be up to 24.525 million shares based on the total share capital as of June 30, 2025 [2]. Group 2: Fund Utilization - The raised funds will be allocated to projects including agricultural machinery component expansion, garden tool chain system development, and integrated R&D for micro-chain systems, as well as to supplement working capital [2]. Group 3: Shareholder Structure - As of June 30, 2025, the total share capital of the company is 81.75 million shares, with the controlling shareholder, Kui Feng Holdings, holding 57.68% of the shares [3]. - The issuance will not change the control of the company, as the controlling shareholders and actual controllers will maintain their majority ownership post-issuance [3]. Group 4: Financial Performance - For the first half of 2025, the company reported a revenue of 905.14 million RMB, a year-on-year increase of 7.18%, and a net profit attributable to shareholders of 89.00 million RMB, up 49.13% [6][7]. - The net cash flow from operating activities reached 90.53 million RMB, reflecting a significant increase of 321.45% compared to the previous year [6][7].

Financial Performance - The company reported a total revenue of 905 million yuan, an increase of 60.65 million yuan compared to the same period last year, marking a 7.18% year-on-year growth [1] - The net profit attributable to shareholders was 89.01 million yuan, up by 29.32 million yuan from the same period last year, reflecting a 49.13% year-on-year increase [1] - The net cash inflow from operating activities was 90.53 million yuan, an increase of 69.05 million yuan year-on-year, achieving a 321.45% growth [1] Profitability and Efficiency Ratios - The latest asset-liability ratio stands at 44.93%, a decrease of 2.48 percentage points from the same period last year [3] - The gross profit margin is 22.83%, up by 0.42 percentage points from the previous quarter and 0.18 percentage points year-on-year [3] - The return on equity (ROE) is 6.80%, an increase of 1.74 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 1.09 yuan, an increase of 0.36 yuan year-on-year, reflecting a 49.32% growth [3] - The total asset turnover ratio is 0.38 times, remaining stable compared to the same period last year, with a year-on-year increase of 0.43% [3] - The inventory turnover ratio is 2.41 times [3] Shareholder Structure - The number of shareholders is 9,667, with the top ten shareholders holding a total of 58.35 million shares, accounting for 71.38% of the total share capital [3] - The largest shareholder is Qingdao Kuifeng Holding Group Co., Ltd., holding 57.6 million shares [3]

Group 1 - Three companies announced private placement plans on August 22 [1] - iFlytek plans to issue up to 100 million shares, aiming to raise 4 billion yuan for the Spark Education model and working capital [1] - Zhenghe Industrial intends to issue up to 24.525 million shares, expecting to raise 818 million yuan for agricultural machinery expansion and other projects [1] - Lier Technology plans to issue shares to raise 200 million yuan for new material projects and working capital [1] Group 2 - Recent stock performance shows Zhenghe Industrial increased by 13.90%, Lier Technology by 7.13%, and iFlytek by 5.05% over the past five days [1] - The table summarizes the planned issuance details, including share price, number of shares, and expected funds raised for each company [1]

Group 1 - The company has revised its articles of association, changing references from "shareholders' meeting" to "shareholders' assembly" and removing mentions of "supervisors" and "supervisory board" in favor of "audit committee" [1][2] - The revisions have been approved by the company's board and will be submitted for shareholder approval [2] Group 2 - The company has not faced any penalties or regulatory measures from securities regulators or exchanges in the last five years [5][6] - The company has established a robust corporate governance mechanism and internal management systems to ensure compliance with relevant laws and regulations [4] Group 3 - The company raised a total of RMB 476.08 million through its initial public offering, with a net amount of RMB 412 million after deducting issuance costs [8][9] - As of June 30, 2025, the company has fully utilized the raised funds, with no remaining balance [16][18] Group 4 - The company plans to issue A-shares to specific investors, with a total fundraising target of up to RMB 818 million [25][67] - The funds will be allocated to projects including agricultural machinery component expansion, garden tool chain systems, and integrated R&D for micro-chain systems [32][67] Group 5 - The company has committed to measures to mitigate the dilution of immediate returns for shareholders due to the new issuance, including strengthening fund management and enhancing profitability [39][41] - The company has a well-established technical and personnel reserve, with 390 technical staff and numerous patents to support its R&D efforts [34][35]

Company Announcements - Dameng Data's director and senior vice president is under investigation [1][2] - Dongjie Intelligent will continue to suspend trading from August 22, with an expected suspension period of no more than 3 trading days [1][2] - Tianxiao plans to issue H-shares and list on the Hong Kong Stock Exchange [1][2] - Ganneng Energy intends to transfer 65% equity of Ganneng Lingfeng [1][2] Investment Projects - Lanshi Heavy Industry plans to invest in the construction of supporting facilities for the Xinjiang Lanshi Industrial Park [1][2] - Chende International's Dener Xiangjiang Company plans to invest 15.38 million yuan in an ecological power station project [2] - Lanshi Heavy Industry also plans to invest in enhancing nuclear power equipment production capacity in Qingdao [2] Share Buybacks - China Petroleum plans to repurchase shares with an investment of 500 million to 1 billion yuan [1][2] - Dongbei Group intends to repurchase shares with an investment of 40 million to 80 million yuan [2] Financial Performance - Sany Heavy Industry reported a net profit of 5.216 billion yuan for the first half of the year, a year-on-year increase of 46% [1][3] - StarNet Ruijie reported a net profit of 212 million yuan for the first half of the year, a year-on-year increase of 69.32% [3] - Huadian reported a net profit of 1.683 billion yuan for the first half of the year, a year-on-year increase of 47.5% [3] - GoerTek reported a net profit of 1.417 billion yuan for the first half of the year, a year-on-year increase of 15.65% [3] Shareholding Changes - Yintai Holdings plans to increase its shareholding by 1% to 2% [1][3] - Boji Pharmaceutical's actual controller and associated parties plan to reduce their holdings by no more than 3% [1][3] Strategic Partnerships - Greeenmei signed a strategic cooperation agreement with Weilan Lithium Core for the joint development of ultra-high energy density battery materials [1][3] - Zhenghe Industrial plans to raise no more than 818 million yuan through a private placement for agricultural machinery component expansion projects [1][3]

关于本次向特定对象发行股票不存在直接或通过利益相关 方向参与认购的投资者提供财务资助或补偿的公告 证券代码：003033 证券简称：征和工业 公告编号：2025-046 青岛征和工业股份有限公司 青岛征和工业股份有限公司（以下简称公司）于2025年8月21日召开第四届 董事会第十五次会议、第四届监事会第十二次会议审议通过了公司2025年度向特 定对象发行A股股票（以下简称本次发行）的相关议案。根据相关法律法规及监 管要求，公司现就本次发行不存在直接或通过利益相关方向参与认购的投资者提 供财务资助或补偿事宜承诺如下： 公司不存在向发行对象作出保底保收益或变相保底保收益承诺的情形，亦不 存在直接或通过利益相关方向发行对象提供财务资助或者补偿的情形。 特此公告。 青岛征和工业股份有限公司董事会 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 ...

Core Viewpoint - Qingdao Zhenghe Industrial Co., Ltd. plans to issue shares to specific investors to raise up to 818 million yuan for business expansion and working capital, aligning with national agricultural modernization strategies and enhancing its competitive edge in the agricultural machinery sector [1][11][30]. Group 1: Background and Purpose of the Issuance - The issuance aims to support the development of chain transmission systems, which are crucial in various sectors including automotive and agricultural machinery, thereby enhancing the manufacturing capabilities of the country [2][3]. - The Chinese agricultural sector is transitioning towards modernization, with a focus on mechanization as a key strategy for ensuring food security and promoting economic growth [3][4]. - The market for agricultural machinery in China is projected to grow from approximately 82.2 billion yuan in 2024 to 146.7 billion yuan by 2030, with a compound annual growth rate of about 10.1% [4][5]. Group 2: Use of Proceeds - The funds raised will be allocated to projects including the expansion of agricultural machinery components, development of garden tool chains, and integrated R&D for micro-chain systems, which are in line with the company's strategic direction [1][11][30]. - The company aims to enhance its production capacity and product quality in the agricultural machinery sector, where it has maintained a leading market share for nine consecutive years [9][30]. Group 3: Market Opportunities - The global market for smart agricultural machinery is expected to grow significantly, from 11.8 billion yuan in 2024 to 103.9 billion yuan by 2030, reflecting a compound annual growth rate of approximately 43.6% [5]. - The demand for garden tools is increasing due to rising living standards and urbanization, with an estimated 250 million gardens globally requiring regular maintenance [6][30]. Group 4: Competitive Advantage - The company has established a strong competitive position in the agricultural machinery components market, leveraging its expertise in chain transmission technology to expand into new product areas [8][9]. - The company is well-positioned to capitalize on the growing demand for high-quality agricultural machinery and components, supported by favorable national policies and increasing export opportunities [7][30].