Group 1: Social Security Fund Holdings - The Social Security Fund entered the top ten circulating shareholders of 215 A-share listed companies in the first quarter [1] - Zhongtong Bus had the highest number of new holdings by the Social Security Fund, with 3 new positions [1] - Other companies with 2 new holdings include Lens Technology, Inner Mongolia First Machinery, Anke Intelligent Electric, and several others [1] Group 2: Zhongtong Bus - Zhongtong Bus saw a new holding value of 137 million yuan from the Social Security Fund in Q1 [1] - The company reported a net profit of 76.51 million yuan in Q1, a year-on-year increase of 80.52% [2] - The company has ongoing international orders, including 895 electric buses for Chile, with 300 delivered and the rest expected in Q2 [2] Group 3: Lens Technology - Lens Technology had a new holding value of 1.088 billion yuan from the Social Security Fund in Q1 [3] - The company reported Q1 revenue of 17.063 billion yuan, a year-on-year increase of 10.10%, and a net profit of 429 million yuan, up 38.71% [3] - Growth is expected from new product structures and increased demand in various sectors, including smartphones and electric vehicles [3] Group 4: Inner Mongolia First Machinery - Inner Mongolia First Machinery had a new holding value of 295 million yuan from the Social Security Fund in Q1 [4] - The company reported a net profit of 186 million yuan in Q1, a year-on-year increase of 11.03% [4] - The company is expanding its military trade product system and has developed new products for international markets [4] Group 5: Anke Intelligent Electric - Anke Intelligent Electric had a new holding value of 251 million yuan from the Social Security Fund in Q1 [4] - The company reported a net profit of 43.72 million yuan in Q1, a year-on-year decrease of 28.92% [4] - The company is actively pursuing international cooperation following discussions at the Dubai Power Exhibition [4]

Core Viewpoint - The article highlights the recent movements of social security funds in the A-share market, indicating a significant increase in holdings across various companies, with a focus on the newly added positions in the top ten circulating shareholders. Group 1: Social Security Fund Holdings - In the first quarter, social security funds entered the top ten circulating shareholders of 215 companies, with Zhongtong Bus having the highest number of new holdings at 3 [1] - Other companies with 2 new holdings each include Lens Technology, Inner Mongolia First Machinery, Anke Electric, Xueda Education, Focus Technology, Haixing Electric, Zhenhua Co., Juewei Food, Zhujiang Beer, Beidahuang, Anda Intelligent, *ST Songfa, Hehe Information, Aoshikang, and Limin Co. [1] Group 2: Company-Specific Insights - Zhongtong Bus saw a new holding value of 137 million yuan, with a net profit of 76.51 million yuan in Q1, representing a year-on-year increase of 80.52%. The company is expected to continue its upward profit trend due to strong overseas orders [2][3] - Lens Technology's new holding value reached 1.088 billion yuan, with Q1 revenue of 17.063 billion yuan, up 10.10% year-on-year, and a net profit of 429 million yuan, up 38.71% year-on-year, driven by growth in smartphone and computer-related businesses [3][4] - Inner Mongolia First Machinery's new holding value was 295 million yuan, with a Q1 net profit of 186 million yuan, reflecting an 11.03% year-on-year increase. The company is positioned to benefit from the global military trade market's upward cycle [4][5] - Anke Electric's new holding value was 251 million yuan, but it reported a net profit of 43.72 million yuan, down 28.92% year-on-year. The company is actively pursuing international collaborations following discussions at the Dubai Power Exhibition [5]

董事会 2025 年 4 月 23 日 证券代码：300617 证券简称：安靠智电 公告编号：2025-031 1 / 1 江苏安靠智电股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第五届董事会第十二次会议和第五届监事会第十次会议审议通 过了《2025 年第一季度报告》。为使投资者全面了解公司的经营情况、 财务状况等，公司 2025 年第一季度报告于 2025 年 4 月 24 日在中国证 监会指定的创业板信息披露网站巨潮资讯网披露，敬请投资者注意查 阅。 特此公告。 江苏安靠智电股份有限公司 江苏安靠智电股份有限公司 2025 年第一季度报告披露的提示性公告 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。 ...

证券代码：300617 证券简称：安靠智电 公告编号：2025-034 江苏安靠智电股份有限公司 关于举办2024年度业绩说明会的公告 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。 重要内容提示： 有限公司 2024 年度业绩说明会，与投资者进行沟通和交流，广泛听取投资者的 意见和建议。 一、说明会召开的时间、地点和方式 会议召开时间：2025 年 05 月 06 日（星期二）15:00-17:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 二、参加人员 江苏安靠智电股份有限公司（以下简称"公司"）已于 2025 年 4 月 21 日 在巨潮资讯网上披露了 2024 年年度报告及其摘要。为便于广大投资者更加全面 深入地了解公司经营业绩、发展战略等情况，公司定于 2025 年 05 月 06 日（星 期二）15:00-17:00 在"价值在线"（www.ir-online.cn）举办江苏安靠智电股份 会议召开时间：2025 年 05 月 06 日（星期二）15:00-17:00 会议召开方式：网络互动方式 会议召开 ...

证券代码：300617 证券简称：安靠智电 公告编号：2025-035 江苏安靠智电股份有限公司 第五届监事会第十次会议决议公告 本公司及监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。 一、监事会会议召开情况 1、本次监事会会议通知于2025年4月13日通过书面、电子邮件、电 话等形式送达至各位监事。 4、本次会议由监事会主席王超先生主持，公司董事会秘书列席会议 。 5、本次会议的召集、召开和表决程序符合《中华人民共和国公司法 》等法律法规和《江苏安靠智电股份有限公司章程》的有关规定。 二、监事会会议审议情况 会议审议并通过如下议案： 1、审议并通过《2025年第一季度报告》 经与会监事审议，一致通过《2025年第一季度报告》。 1 2、本次监事会于2025年4月23日在公司会议室以现场会议和视频电 话会议相结合的方式召开。 3、本次监事会应出席监事3名，实际出席监事3名，其中现场出席会 议人数1人，徐凯、马亭2位监事以视频电话会议方式参加会议并表决。 具体内容详见同日刊登在巨潮资讯网上的相关公告。 表决结果：3 票赞成，0 票反对，0 票弃权。 三、备查文件 1、公 ...

证券代码：300617 证券简称：安靠智电 公告编号：2025-033 4、本次董事会由董事长陈晓凌先生主持，公司监事和高级管理人员 列席本次董事会。 5、本次会议的召集、召开和表决程序符合《中华人民共和国公司法》 等法律法规和《公司章程》的有关规定。 1 / 2 江苏安靠智电股份有限公司 第五届董事会第十二次会议决议公告 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。 一、董事会会议召开情况 1、本次董事会会议通知于 2025 年 4 月 13 日通过专人、电子邮件、 电话等形式送达至各位董事，董事会会议通知中列明了会议的召开时间、 地点、内容和方式，同时包括会议的相关材料。 2、本次董事会于 2025 年 4 月 23 日在公司会议室召开，采取现场会 议和视频电话会议相结合的方式，以现场投票表决及通讯表决方式进行 表决。 3、本次董事会应到 7 人，实际出席会议人数为 7 人，其中现场出席 会议人数 2 人，陈晓凌、吴建清、刘鹏、丁晓明、李远扬 5 位董事以视 频电话会议方式参加会议并表决。 三、备查文件 1、公司第五届董事会第十二次会议决议。 2、公司第 ...

安靠智电（300617）公告，2025年第一季度营业收入1.63亿元，同比下降35.88%。净利润4371.67万 元，同比下降28.92%。 ...

Financial Performance - The company's revenue for Q1 2025 was ¥162,871,617.56, a decrease of 35.88% compared to ¥254,028,248.75 in the same period last year[5] - Net profit attributable to shareholders was ¥43,716,664.15, down 28.92% from ¥61,502,386.62 year-on-year[5] - Basic and diluted earnings per share decreased by 27.03% to ¥0.27 from ¥0.37 in the previous year[5] - Net profit for the current period is ¥45,545,170.71, down 28.7% from ¥63,881,996.07 in the previous period[25] - Total operating revenue for the current period is ¥162,871,617.56, a decrease of 35.8% compared to ¥254,028,248.75 in the previous period[23] Cash Flow and Liquidity - The net cash flow from operating activities improved significantly, with a net outflow of ¥12,299,679.03, a 75.45% reduction from the previous year's outflow of ¥50,103,428.84[5] - Cash flow from operating activities shows a net outflow of ¥12,299,679.03, an improvement from a net outflow of ¥50,103,428.84 in the previous period[28] - Cash and cash equivalents decreased to CNY 102,700,567.33 from CNY 211,314,545.13, representing a decline of approximately 51.4%[18] - Cash and cash equivalents at the end of the period decreased to ¥106,595,593.04 from ¥572,450,346.40, a decline of 81.6%[29] - Investment activities resulted in a net cash outflow of ¥270,386,221.41, compared to a net inflow of ¥303,439,797.29 in the previous period[29] - Financing activities generated a net cash inflow of ¥196,594,386.98, up from ¥149,855,457.00 in the previous period[29] Assets and Liabilities - Total assets increased by 3.93% to ¥3,782,770,449.06 from ¥3,639,760,301.57 at the end of the previous year[5] - The total liabilities increased to CNY 839,939,611.30 from CNY 742,474,634.52, marking an increase of approximately 13.1%[20] - The company's equity attributable to shareholders rose to CNY 2,923,480,741.23 from CNY 2,879,764,077.08, reflecting an increase of about 1.5%[22] - The total current assets amounted to CNY 2,958,486,493.68, compared to CNY 2,848,589,502.84 at the beginning of the period, an increase of about 3.8%[18] - The total non-current assets increased to CNY 824,283,955.38 from CNY 791,170,798.73, reflecting an increase of about 4.2%[20] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 14,773[12] - The top shareholder, Chen Xiaohui, holds 22.14% of the shares, with 20,460,000 shares pledged[12] Government Support and Other Income - The company received government subsidies amounting to ¥5,141,325.41, representing a 91.57% increase compared to ¥2,683,851.55 in the previous year[10] - The company reported a significant increase in other income to ¥5,141,325.41 from ¥2,683,851.55, marking an increase of 91.5%[23] Investment Performance - Investment income dropped by 68.61% to ¥2,414,594.57 from ¥7,693,429.15 year-on-year[10] - The company’s long-term investments decreased slightly to CNY 11,761,540.92 from CNY 12,305,464.17, a decrease of approximately 4.4%[18] Inventory and Receivables - Accounts receivable decreased to CNY 805,931,788.16 from CNY 864,258,200.55, a reduction of about 6.7%[18] - The inventory decreased to CNY 226,334,759.14 from CNY 243,935,683.68, a decline of approximately 7.3%[18] Borrowings - The company reported a significant increase in short-term borrowings, which rose by 245.82% to ¥197,119,899.40 from ¥57,000,000.00[8] - The company reported a short-term loan of CNY 197,119,899.40, significantly up from CNY 57,000,000.00, indicating an increase of approximately 246.2%[20] Audit Status - The company has not undergone an audit for the first quarter report[30]

Financial Overview - The total operating revenue for the company in 2024 was 1.085 billion yuan, an increase of 13.21% year-on-year, while the net profit attributable to shareholders was 183 million yuan, a decrease of 10.5% year-on-year, indicating a decline in profitability despite revenue growth [1] - In the fourth quarter, the total operating revenue was 416 million yuan, showing a strong growth of 49.03% year-on-year, with a net profit attributable to shareholders of 47.37 million yuan, an increase of 7.93% year-on-year, although the non-recurring net profit decreased by 6.91% [2] Accounts Receivable - The accounts receivable for 2024 amounted to 864 million yuan, which is 471.34% of the net profit attributable to shareholders, indicating a high ratio that may impact cash flow and requires close monitoring of receivables collection [4] Cash Flow and Liabilities - The company’s main business revenue primarily comes from the power industry, accounting for 98.78% of total revenue. Specific product revenues include: - Smart modular substations: 379 million yuan (34.92% of total revenue, gross margin of 22.31%) - GIL products and system services: 232 million yuan (21.35% of total revenue, gross margin of 49.88%) - 110(66)kV cable connectors: 126 million yuan (11.58% of total revenue, gross margin of 30.41%) [5] Key Financial Metrics - Gross margin was 34.16%, a decrease of 17.69% year-on-year - Net margin was 17.11%, a decrease of 19.1% year-on-year - Operating expenses accounted for 9.57% of revenue, a decrease of 15.29% year-on-year - Earnings per share were 1.12 yuan, a decrease of 10.4% year-on-year, while the net asset per share increased by 6.05% to 17.21 yuan [8] Cash and Debt - Cash and cash equivalents amounted to 211 million yuan, an increase of 9.18% year-on-year - Interest-bearing debt decreased by 25.74% to 75.73 million yuan - Net cash flow from operating activities increased by 102.57%, primarily due to an increase of 132.28 million yuan in cash received from sales of goods and services [9] Development Outlook - The company focuses on innovation and research in cable connector systems, GIL systems, smart modular substations, and smart sponge energy storage systems, providing comprehensive services across the power industry chain. Despite significant progress in technology and market expansion, the company faces risks from industry policy changes, market competition, product quality, and technology leakage. The company plans to address these challenges through continuous innovation, market expansion, and internal management optimization [6][7]

Core Viewpoint - The company, Ankao Zhidian, focuses on innovative research and development in the power industry, particularly in cable connection systems, GIL systems, and smart modular substations, aiming to support the development of a new power system and contribute to carbon neutrality goals. Company Overview - Ankao Zhidian is dedicated to providing comprehensive services across the entire power industry chain, including generation, transmission, transformation, distribution, storage, and usage [6][11]. - The company holds various engineering qualifications and has developed core technologies in ultra-high voltage cable transmission and GIL transmission [6][7]. Main Products and Applications - **Cable Connectors**: The company produces a full range of cable connectors from 1kV to 750kV, significantly reducing prices in the domestic market and breaking foreign monopolies [8][12]. - **GIL (Gas Insulated Line)**: Ankao Zhidian has developed GIL products with a capacity range of 10kV to 1100kV, which are used in various power generation and transmission applications [9][13]. - **Smart Modular Substations**: The company’s innovative substations reduce costs by 30%, save 70% in land use, and shorten construction time by 80% compared to traditional substations [10][13]. Market Position and Competition - Ankao Zhidian is a key player in the cable connector market, having participated in the formulation of national standards and significantly impacting pricing and market dynamics [12][13]. - In the GIL sector, the company has established a leading position with its unique products and has a competitive edge over both domestic and international firms [13]. - The smart modular substation market is also competitive, with Ankao Zhidian offering differentiated services to capture market share [13]. Performance Drivers - The acceleration of ultra-high voltage construction is expected to create significant market opportunities for the company’s products, with projected investments in GIL projects ranging from 10 to 20 billion yuan [14][15]. - The "14th Five-Year Plan" emphasizes urban infrastructure development, including resilient and smart grid construction, which aligns with the company’s product offerings [15]. - The rapid growth of electric vehicle ownership is driving demand for enhanced distribution networks, presenting further opportunities for the company’s GIL and smart substation products [15][16]. Recent Developments - The company has successfully developed new products that have received international recognition for their performance, which will support the transition to a low-carbon energy system [20]. - Ankao Zhidian is investing in a new project to produce high-end fluorinated materials, which will enhance its product offerings in environmentally friendly power equipment [21].