Core Viewpoint - Aileda's stock price has shown significant growth this year, with a year-to-date increase of 73.86%, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of October 28, Aileda's stock price rose by 2.00% to 27.00 CNY per share, with a trading volume of 160 million CNY and a turnover rate of 2.25%, resulting in a total market capitalization of 7.915 billion CNY [1]. - The stock has experienced a 6.47% increase over the last five trading days, a 2.90% increase over the last 20 days, and a 17.09% increase over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Aileda achieved operating revenue of 350 million CNY, representing a year-on-year growth of 75.75%, and a net profit attributable to shareholders of 46.751 million CNY, reflecting a substantial increase of 350.82% [2]. - Since its A-share listing, Aileda has distributed a total of 223 million CNY in dividends, with 87.946 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Aileda had 28,700 shareholders, a decrease of 2.74% from the previous period, with an average of 9,275 circulating shares per shareholder, which is an increase of 2.80% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest, holding 4.0731 million shares, an increase of 1.5969 million shares compared to the previous period [3].

Core Insights - Aierda (300696.SZ) reported a significant increase in revenue and net profit for the third quarter of 2025, with revenue reaching 122 million yuan, representing a year-on-year growth of 97.93% [1] - The net profit for the third quarter was 36.437 million yuan, showing a remarkable year-on-year increase of 3,562.28% [1] Financial Performance - Third quarter revenue: 122 million yuan, up 97.93% year-on-year [1] - Third quarter net profit: 36.437 million yuan, up 3,562.28% year-on-year [1] - Year-to-date performance for the first three quarters was also highlighted, indicating strong growth trends [1]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance [1] Financial Performance - The company achieved an operating revenue of 122 million yuan, representing a year-on-year growth of 97.93% [1] - The net profit attributable to shareholders reached 36.437 million yuan, showing a remarkable year-on-year increase of 3562.28% [1] - The basic earnings per share were reported at 0.12 yuan [1]

Group 1 - Company Aileda (SZ 300696) reported Q3 performance with revenue of approximately 350 million yuan, a year-on-year increase of 75.75% [1] - The net profit attributable to shareholders was approximately 46.75 million yuan, reflecting a year-on-year increase of 350.82% [1] - Basic earnings per share reached 0.16 yuan, marking a year-on-year increase of 366.67% [1] Group 2 - As of the report, Aileda's market capitalization stands at 7.4 billion yuan [2]

证券代码：300696 证券简称：爱乐达 公告编号：2025-057 成都爱乐达航空制造股份有限公司 关于 2025 年前三季度计提资产减值准备的公告 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。 成都爱乐达航空制造股份有限公司（以下简称"公司"）根据《企业会计准 则》及公司会计政策等的相关规定，对截至2025年9月30日公司合并报表范围内 相关资产计提资产减值准备。现将本次计提资产减值准备的具体情况公告如下： 一、本次计提资产减值准备情况概述 （一）本次计提资产减值准备的原因 公司本次计提资产减值准备，依照《企业会计准则》及公司会计政策等的相 关规定进行。公司及下属子公司对截至2025年9月30日的各类资产进行了充分的 分析、测试和评估，根据减值测算结果，对存在减值迹象的资产计提相应的资产 减值准备。 （二）本次计提资产减值准备的资产范围、金额及计入的报告期间 公司本次计提减值准备的资产范围包括应收款项及存货，计提减值准备金额 合计2,613.67万元，计入的报告期间为2025年1月1日至2025年9月30日。具体明 细如下： | 类型 | 项目 | 计提 ...

Financial Performance - The company's revenue for Q3 2025 reached ¥121,884,608.14, representing a 97.93% increase year-over-year, and a total revenue of ¥349,842,820.13 for the year-to-date, up 75.75% compared to the same period last year[8] - Net profit attributable to shareholders for Q3 2025 was ¥36,437,029.71, a significant increase of 3,562.28% year-over-year, with a year-to-date net profit of ¥46,751,022.13, up 350.82%[8] - The basic and diluted earnings per share for Q3 2025 were both ¥0.12, reflecting a 3,433.33% increase compared to the same period last year[8] - Total operating revenue for the current period reached ¥349,842,820.13, a significant increase from ¥199,052,221.48 in the previous period, representing a growth of approximately 75.8%[25] - Net profit for the current period was ¥44,000,918.89, compared to a net loss of ¥19,057,394.58 in the previous period, indicating a turnaround in profitability[26] - Operating profit improved to ¥46,895,884.51 from a loss of ¥18,382,527.70 in the previous period, showcasing a substantial recovery in operational performance[26] - Basic earnings per share for the current period were ¥0.16, recovering from a loss of ¥0.06 per share in the previous period[27] Assets and Liabilities - The company's total assets as of September 30, 2025, were ¥2,182,168,654.82, an increase of 4.37% from the end of the previous year[8] - The total assets as of September 30, 2025, amounted to CNY 2,182,168,654.82, a decrease from CNY 2,090,873,326.37 at the beginning of the period[22] - Current assets increased to CNY 1,558,016,296.97 from CNY 1,437,262,524.00, reflecting a growth of approximately 8.4%[22] - Total liabilities increased to CNY 274,307,196.98 from CNY 237,792,967.29, reflecting a rise of approximately 15.4%[23] - The total equity attributable to shareholders increased to CNY 1,892,489,284.81 from CNY 1,834,958,082.81, showing a growth of about 3.1%[24] - The company's non-current assets decreased to CNY 624,152,357.85 from CNY 653,610,802.37, a decline of approximately 4.5%[23] Cash Flow - Cash flow from operating activities showed a net outflow of ¥15,310,585.40 year-to-date, indicating a decline of 183.49% compared to the previous year[8] - The net cash flow from operating activities for the first nine months of 2025 was -$15,310,585.40, a decrease of 183.49% compared to $18,338,092.48 in 2024, primarily due to increased tax payments[14] - The net cash flow from investing activities increased by 182.17%, reaching $70,141,058.76 in 2025, compared to -$85,357,789.52 in 2024, mainly due to reduced expenditures on financial investments and equipment purchases[14] - The net cash flow from financing activities improved by 92.31%, amounting to -$2,466,772.00 in 2025, compared to -$32,090,288.86 in 2024, primarily due to cash dividends paid in the previous year[14] - The company reported a net increase in cash and cash equivalents of ¥52,363,701.36, contrasting with a net decrease of ¥99,109,985.90 in the previous period[29] Shareholder Information - The total number of common shareholders at the end of the reporting period was 28,661, with no preferred shareholders having restored voting rights[16] - The top ten shareholders hold significant stakes, with the largest being Ran Guangwen at 12.18% (35,715,521 shares) and Ding Hongtao at 12.00% (35,176,175 shares)[16] - Ran Guangwen and Ding Hongtao, along with other major shareholders, have signed a concerted action agreement, indicating their control over the company[17] - There were no changes in the number of shares lent or returned by the top ten shareholders due to securities lending activities[18] - The number of restricted shares held by Ran Guangwen and Ding Hongtao was fully released after their respective six-month lock-up periods[19] - The company has no preferred shareholders or changes in restricted shares during the reporting period[18] Operational Metrics - The company reported a significant increase in accounts receivable, which rose by 150.75% to ¥24,468,271.39 due to increased business activity[12] - Contract liabilities increased by 109.84% to ¥19,330,552.75, reflecting a rise in customer prepayments[12] - The company experienced a 973.93% increase in credit impairment losses, amounting to -¥24,430,730.03, due to higher provisions for bad debts[13] - Investment income surged by 319.30% to ¥7,942,112.40, attributed to the increase in market value of external investment entities[13] - Research and development expenses increased to ¥28,127,221.11 from ¥26,011,594.60, reflecting the company's commitment to innovation[25] - Total operating costs for the current period were ¥297,500,818.34, up from ¥226,612,547.50, reflecting increased operational activities[25]

Group 1 - The core point of the article is that Aileda (SZ 300696) held its fourth board meeting on October 23, 2025, to discuss the proposal for granting reserved restricted stock to the incentive plan participants [1] - Aileda's revenue composition for the year 2024 is entirely from the manufacturing of aviation components, accounting for 100.0% [1] - As of the report, Aileda's market capitalization stands at 7.3 billion yuan [1]

证券代码：300696 证券简称：爱乐达 公告编号：2025-054 成都爱乐达航空制造股份有限公司 第四届董事会第六次会议决议公告 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 成都爱乐达航空制造股份有限公司（以下简称"公司"）第四届董事会第六 次会议于 2025 年 10 月 20 日以电子邮件、通讯方式等形式向全体董事发出会议 通知，并于 2025 年 10 月 23 在公司会议室以现场方式召开。本次会议应出席董 事 5 人，实际出席会议董事 5 人。本次会议由董事长谢鹏先生召集并主持，部分 高级管理人员列席了会议。会议的召集、召开和表决程序符合《中华人民共和国 公司法》等法律法规以及《成都爱乐达航空制造股份有限公司章程》的有关规定。 二、董事会会议审议情况 1、审议通过《关于向 2025 年限制性股票激励计划激励对象授予预留部分 限制性股票的议案》 经审议，董事会认为：根据《上市公司股权激励管理办法》《2025 年限制 性股票激励计划（草案）》的有关规定以及公司 2024 年年度股东大会的授权， 公司 2025 年限制性股票激 ...

成都爱乐达航空制造股份有限公司 2025 年限制性股票激励计划预留授予激励对象名单 注：上述人员名单排名不分先后，姓名以激励对象本人身份证件为准。 一、预留授予第二类限制性股票的分配概况 成都爱乐达航空制造股份有限公司董事会 | 职务 | | 获授的权益数 | 占本激励计划 | 占本激励计划预留 | | --- | --- | --- | --- | --- | | | | 量（万股） | 预留授予权益 | 授予日公司股本总 | | | | | 总数的比例 | 额的比例 | | 中层管理人员及核心骨干（10 | 人） | 10 | 100.00% | 0.0341% | 2025 年 10 月 23 日 二、中层管理人员及核心骨干名单 | 序号 | 姓名 | 职务 | | --- | --- | --- | | 1 | 左友康 | 中层管理人员/核心骨干 | | 2 | 杨仕凯 | 中层管理人员/核心骨干 | | 3 | 石忠琦 | 中层管理人员/核心骨干 | | 4 | 尹桥 | 中层管理人员/核心骨干 | | 5 | 方敏舟 | 中层管理人员/核心骨干 | | 6 | 刘俊（A2369） | 中层管理人员 ...

北京国枫律师事务所 关于成都爱乐达航空制造股份有限公司 2025 年限制性股票激励计划预留授予事项的 国枫律证字[2025]AN047-3 号 北京国枫律师事务所 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7 层 邮编：100005 电话（Tel）：010－66090088/88004488 传真（Fax）：010－66090016 | | | | 三、结论意见 9 | | --- | | 爱乐达、公司、上市公司 | 指 | 成都爱乐达航空制造股份有限公司（含合并报表分、子 | | --- | --- | --- | | | | 公司） | | 激励计划、限制性股票激 | | 成都爱乐达航空制造股份有限公司 2025 年限制性股票激 | | 励计划、股权激励计划 | 指 | 励计划 | | 限制性股票、第二类限制 | 指 | 符合本激励计划授予条件的激励对象，在满足相应归属 | | 性股票 | | 条件后按约定比例分次获得并登记的公司股票 | | 激励对象 | 指 | 按照本激励计划规定，获得限制性股票的公司中层管理 | | | | 人员与核心骨干 | | 授予日 ...