Financial Performance - The company's revenue for Q1 2025 was ¥1,286,039,374.47, representing a 20.97% increase compared to ¥1,063,131,597.36 in the same period last year[3] - Net profit attributable to shareholders reached ¥159,416,805.19, a significant increase of 105.49% from ¥77,578,238.82 year-on-year[3] - The company reported a significant increase in operating profit by 97.05% compared to the previous year, driven by various factors[6] - The total profit for the reporting period increased by 99.21% compared to the previous year, reflecting the overall positive performance[6] - Net profit for the period reached ¥159,416,805.19, compared to ¥77,684,870.94 in the previous period, indicating a significant increase of about 104%[17][18] - Operating profit rose to ¥168,267,025.64, up from ¥85,393,796.13, reflecting a growth of approximately 97% year-over-year[17] Cash Flow - The net cash flow from operating activities surged to ¥134,590,016.78, marking a remarkable increase of 1,224.42% compared to ¥10,162,201.50 in the previous year[3] - Cash flow from operating activities was ¥1,176,238,612.58, up from ¥1,054,376,693.91, showing an increase of about 12%[20] - Operating cash inflow totaled ¥1,206,651,725.23, an increase from ¥1,074,418,115.92 year-over-year[21] - Operating cash outflow amounted to ¥1,072,061,708.45, slightly up from ¥1,064,255,914.42 year-over-year[21] - Investment cash inflow reached ¥14,888,630.17, compared to ¥3,795,173.01 in the previous year[21] - Investment cash outflow was ¥247,010,579.59, up from ¥49,250,135.66 year-over-year[21] - Net cash flow from investment activities was -¥232,121,949.42, worsening from -¥45,454,962.65 year-over-year[21] - Financing cash inflow totaled ¥340,000,000.00, an increase from ¥257,650,595.52 year-over-year[22] - Financing cash outflow amounted to ¥348,881,705.24, compared to ¥328,184,722.00 in the previous year[22] - Net cash flow from financing activities was -¥8,881,705.24, an improvement from -¥70,534,126.48 year-over-year[22] - The ending cash and cash equivalents balance was ¥405,943,191.85, up from ¥240,670,816.41 year-over-year[22] Assets and Liabilities - Total assets at the end of the reporting period were ¥6,189,884,762.37, a decrease of 1.29% from ¥6,270,656,390.53 at the end of the previous year[3] - Total liabilities decreased to ¥3,376,625,759.25 from ¥3,627,997,009.19, a reduction of about 7%[14] - Shareholders' equity attributable to the company increased by 6.46% to ¥2,813,259,003.12 from ¥2,642,659,381.34 at the end of the previous year[3] - The company's total current assets amount to approximately CNY 3.64 billion, a decrease from CNY 3.96 billion in the previous period[13] - The company's total non-current assets increased to CNY 2.55 billion from CNY 2.31 billion[13] Shareholder Information - The total number of common shareholders at the end of the reporting period is 53,288[9] - The largest shareholder, Shuanglin Group Co., Ltd., holds 45.29% of shares, totaling 181,519,262 shares[9] - The top ten shareholders include various institutional investors, with the largest being Shuanglin Group Co., Ltd.[10] Expenses - The company experienced a 39.25% decrease in financial expenses year-on-year, attributed to reduced borrowing costs[6] - The company reported a decrease in financial expenses to ¥5,079,522.59 from ¥8,361,656.87, a reduction of approximately 39%[17] - Research and development expenses were ¥40,870,685.32, slightly up from ¥38,164,207.10, indicating a focus on innovation[17] Earnings Per Share - Basic earnings per share rose to ¥0.3978, reflecting a 105.48% increase from ¥0.1936 in the same period last year[3] - The basic and diluted earnings per share increased to ¥0.3978 from ¥0.1936, reflecting a growth of about 105%[18]

Core Viewpoint - The company, Shuanglin Co., Ltd., achieved its best operating performance in history in 2024, driven by strong sales in new energy products and a robust recovery in the domestic automotive market [1][4]. Financial Performance - In 2024, Shuanglin Co., Ltd. reported revenue of over 4.91 billion yuan, an increase of 18.64% year-on-year; net profit attributable to shareholders reached 497 million yuan, up over 5 times; and net profit excluding non-recurring items was 326 million yuan, growing over 3 times [1][2]. - Quarterly revenue for 2024 was as follows: Q1: 1.063 billion yuan (up 19.64%), Q2: 1.040 billion yuan (up 11.99%), Q3: 1.134 billion yuan (up 6.31%), Q4: 1.674 billion yuan (up 33.34%) [2]. - Quarterly net profit attributable to shareholders was: Q1: 78 million yuan (up 83.68%), Q2: 171 million yuan (up 655.48%), Q3: 118 million yuan (up 256.62%), Q4: 131 million yuan (up 863.52%) [2]. Product and Market Position - Shuanglin Co., Ltd. specializes in automotive parts, including interior and exterior components, precision parts, and new energy power systems, with a focus on modular and platform-based supply [4]. - The company has established a strong market position with major clients such as FAW, Great Wall, Ford, and global suppliers like Faurecia and Lear [1][7]. - The core products, including HDM (horizontal drive motor), align with the domestic demand for humanoid robot components, enhancing the company's market appeal [1][7]. New Product Development - The company has made significant breakthroughs in developing new products, including components for humanoid robots, and has established a production line for planetary roller screw products [8][6]. - Shuanglin Co., Ltd. has successfully developed linear joint modules for humanoid robots, achieving domestic leadership and international advanced levels in product performance [8]. Stock Market Performance - Since February 2024, the company's stock price has surged approximately 11.84 times, significantly increasing its market capitalization and the wealth of its actual controller, Wu Jianbin, by around 12 billion yuan [9][8].

双林股份 20250116 摘要 • 双林股份内外饰业务稳定增长，2024 年收入约 26 亿元，同比增长 10.7%，占总收入 57%，毛利率高达 49.5%，是公司主要的收入和利润 来源。 • 新能源电机业务增长迅猛，2024 年收入 6.7 亿元，同比增长 148%，占 总收入 13.7%，毛利率 13.7%，预计随着高端电机产品量产，将成为未 来重要的利润增长点。 • 轮毂轴承单元业务收入 3.1 亿元，同比增长 8.8%，占总收入 26%，毛利 率 21.5%，受下游客户销量波动影响，毛利率保持平稳。 • 公司通过自主开发和收购无锡科之星，在滚珠传动汽车驱动系统领域取得 技术领先，尤其是在内螺纹技术方面，并降低了设备成本，缩短了交付周 期。 • 公司在汽车零部件业务方面取得多项进展，包括成为城市科技和长安的供 应商，预计 2025 年下半年开始量产，并向国产新能源品牌提供 EMB4 杠 产品。 Q&A 请介绍双林股份的主要业务及其 2024 年财务表现。 公司的各项传统业务对整体财务表现有哪些影响？ 内外饰与智能控制部件是公司的基本盘，占据 50%以上的收入和毛利，并处于 稳定增长状态。轮毂轴承单元 ...

Group 1 - The core viewpoint of the news is the significant institutional ownership in Shuanglin Co., Ltd., with 110 institutional investors holding a total of 206 million shares, representing 51.36% of the total share capital as of April 15, 2025 [1] - The top ten institutional investors collectively hold 49.84% of the shares, with a slight decrease of 0.52 percentage points compared to the previous quarter [1] - The report highlights the changes in public fund holdings, with two funds increasing their holdings and thirteen funds decreasing their holdings, indicating a mixed sentiment among public investors [2] Group 2 - There was one new foreign institutional investor disclosed in the current period, namely Hong Kong Central Clearing Limited [3] - The report notes a slight decrease in holdings from the national social security fund, specifically the nationwide social security fund 104 portfolio [2]

（原标题：今日，重要发布会，事关经济！） 重要新闻 多项经济数据将公布，国新办今日上午10时将举行新闻发布会，介绍2025年一季度国民经济运行情况。 中国人民银行会同金融监管总局、中国证监会、国家外汇局联合印发《金融"五篇大文章"总体统计制度（试行）》。 工业和信息化部组织制定的强制性国家标准《电动汽车用动力蓄电池安全要求》日前发布。 3．外交部发言人林剑15日表示，消博会、广交会、中国发展高层论坛等活动的成功举行，展现了各方加强经贸合作，抵御单边主义、保护主义的 决心和信心。中国是世界的市场、各国的机遇，将以高质量发展和高水平对外开放为世界经济注入稳定性和正能量。 4．社会保险基金监管局发布2024年全国职业年金基金市场化投资运营情况。截至2024年年底，全国31个省（自治区、直辖市）、新疆生产建设兵 团和中央单位职业年金基金投资运营规模3.11万亿元。自2019年2月启动市场化投资运营以来，全国职业年金年均投资收益率4.42%。 5．4月15日，海关总署召开进出口企业、行业协会商会座谈会。会上，进出口企业和行业协会商会负责人介绍了企业、行业生产运行和稳订单拓 市场情况，并提出政策措施建议。大家一致表示，坚 ...

大家好欢迎参加华安汽车推荐跟观众在上海连铺目前社参会的均属经营状态下面开始播命根据证券期货投资者适当性管理办法本次电话会议仅服务于华安证券研究所白名单客户本次会议在任何情形下都不构成对会议参加者的投资建议相关人员应自主作出投资决策并自行承担投资风险 各位投资者早上好,我是华安汽车组沈佳敏,今天主要跟各位更新一下我们近期的重点推荐标的,冠胜双菱研普。首先对于当前整个70板块,我们在之前的报告和录影中也都在强调今年的投资主线在于创新,因为我们认为, 当整个行业不再倾向于交易,新能源渗透率提升的贝塔的时候,一些具备创新力的零部件公司会有更好的超额收益。那么像冠胜双菱、言普在今年的产品端,我们都能够看到一些好的变化。另外,从短期节奏上看, 虽然从年后以来A股的科技题材非常火热但是可能3月份会慢慢进入到交易业绩的冲突期所以火热的题材可能会出现比较大的分化但我们认为冠胜双菱研普在除了有市场关注度非常高相关性很强的这个题材以外 同时是在业绩端对线度也是很高的所以我们不管从短期还是中长期的视角继续做重点推荐那么首先贯慎这边最近的这个股价涨幅也非常好我们还是非常有信心的继续强靠那么对于贯慎现在市场关注度最高的还是在公司的固态电 ...

Core Insights - The company reported a revenue of 4.91 billion yuan for 2024, marking an 18.64% year-on-year increase, and a net profit of 497 million yuan, reflecting a significant growth of 514.49% [1] - The company plans to issue a stock dividend of 4 shares for every 10 shares held and distribute a cash dividend of 2 yuan per share (tax included) [1] Group 1: Business Overview - The company specializes in the research, manufacturing, and sales of automotive components, including interior and exterior parts, precision components, intelligent control system parts, and new energy power systems [1] - The company’s subsidiary, Hubei New Torch, leads the wheel hub bearing sector, achieving an annual production capacity of over 18 million sets and expanding its market presence among major new energy vehicle manufacturers [1] Group 2: Product Development - The company has successfully developed reverse planetary roller screw products for humanoid robots, with a planned annual production capacity of 12,000 sets by the end of 2024 [2] - The company has established a complete processing capability and production line for micro ball screws, targeting applications in humanoid robot dexterous hands [2][3] Group 3: Future Strategies - The company aims to advance the industrial application of core technologies such as ball screws and develop AI quality prediction models while expanding into the low-altitude economy sector [4] - The company plans to accelerate the development of supporting products for new energy vehicles and deepen its global presence, particularly in Southeast Asia and North America [4]

一、董事会会议召开情况 宁波双林汽车部件股份有限公司（以下简称"公司"）第七届董事会第十次 会议通知于 2025 年 4 月 3 日以电子邮件和电话方式通知了各位董事，董事会于 2025 年 4 月 15 日上午在公司会议室以现场结合通讯方式举行。本次董事会应参 加表决的董事 9 名，实际参加表决的董事 9 名,符合《公司法》和《公司章程》 的规定。 二、董事会会议审议情况 会议由董事长邬建斌先生主持，各董事表决通过了以下议案： 1、审议通过了《关于公司 2024 年度董事会工作报告的议案》 《宁波双林汽车部件股份有限公司 2024 年度董事会工作报告》的具体内容 详见巨潮资讯网刊登的《宁波双林汽车部件股份有限公司 2024 年年度报告》第 三节"管理层讨论与分析"部分。 证券代码：300100 证券简称：双林股份 公告编号：2025-018 宁波双林汽车部件股份有限公司 第七届董事会第十次会议决议公告 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。 公司独立董事程峰先生（已任期届满离任）、赵意奋女士、靳明先生、王民 权先生分别向董事会提交了《2024 年度独 ...

证券代码：300100 证券简称：双林股份 公告编号：2025-027 宁波双林汽车部件股份有限公司 关于会计政策变更的公告 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。 宁波双林汽车部件股份有限公司（以下简称"公司"）根据中华人民共和国 财政部（以下简称"财政部"）印发的相关规定变更相应的会计政策，具体变更 情况如下： 一、会计政策变更的概述 （一）变更原因 2024 年 12 月 6 日，财政部发布了《关于印发<企业会计准则解释第 18 号>的 通知》（财会〔2024〕24 号，以下简称"18 号准则解释），规定了"关于浮动收 费法下作为基础项目持有的投资性房地产的后续计量"和"关于不属于单项履约 义务的保证类质量保证的会计处理"的内容，自印发之日起施行，允许企业自发 布年度提前执行。 根据《深圳证券交易所创业板股票上市规则》、《深圳证券交易所上市公司自 律监管指引第 2 号——创业板上市公司规范运作》等有关规定，本次会计政策变 更无需提交董事会及股东大会审议。 （二）变更前公司实施的会计政策 本次会计政策变更前，公司执行财政部发布的《企业会计准则——基 ...

证券代码：300100 证券简称：双林股份 公告编号：2025-028 1、召开时间：2025 年 4 月 18 日（星期五）15:00－17:00 2、召开地点：深圳证券交易所 8 楼上市大厅 3、召开方式：视频直播与图文转播 宁波双林汽车部件股份有限公司 关于参加深圳证券交易所"成长新启航·民企百舸竞中流" 2024 年度集体业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 宁波双林汽车部件股份有限公司（以下简称"公司"）将于 2025 年 4 月 18 日（星期五）15:00－17:00参加由深圳证券交易所组织召开的以"成长新启航·民 企百舸竞中流"为主题的集体业绩说明会活动，现将有关事项公告如下： 一、本次业绩说明会的安排 董 事 会 2025 年 4 月 16 日 4、公司出席人员：公司常务副总经理张子盛先生、董事会秘书兼财务总监 朱黎明先生、独立董事靳明先生 二、投资者问题征集方式 为充分尊重投资者、提升交流的针对性，现就本次业绩说明会提前向投资者 公开征集问题，广泛听取投资者的意见和建议。投资者可提前登陆深交所"互动 易"平台（h ...