登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300824 证券简称：北鼎股份 公告编号：2025-045 深圳市北鼎晶辉科技股份有限公司 关于收购中山科瑞自动化技术有限公司100%股权进展暨完成工商变更登记的公告 5、注册资本：10,000万元 6、成立日期：2014-05-16 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、交易概述 深圳市北鼎晶辉科技股份有限公司（以下简称"公司"）2025年7月21日召开第四届董事会第十九次会 议，审议通过了《关于收购中山科瑞自动化技术有限公司100%股权的议案》，以自有资金人民币 15,600万元收购深圳科瑞技术股份有限公司全资子公司中山科瑞自动化技术有限公司（以下简称"中山 科瑞"）100%股权（以下简称"本次交易"）。本次交易完成后，中山科瑞将成为公司的全资子公司，并 纳入公司合并报表范围。具体内容详见公司于2025年7月22日在巨潮资讯网（http://www.cninfo.com.cn） 上披露的《关于收购中山科瑞自动化技术有限公司100%股权的公告》。 二、进展情况 近日，本次股权收购事项 ...

Group 1 - The overall industry sentiment shows an upward trend in sectors such as steel, electric equipment, electronics, food and beverage, environmental protection, and retail, while sectors like oil and petrochemicals, machinery, light manufacturing, home appliances, automotive, banking, real estate, and public utilities are experiencing a downward trend [3][22] - As of August 10, 2025, notable industry data includes: automotive semi-steel tire operating rate at 74.35%, down 0.1% month-on-month; machinery equipment price index at 125.17 points, down 0.11% month-on-month; electric equipment Topcon component price at 0.7 yuan/watt, up 4.2% month-on-month; transportation with Suzhou subway passenger volume at 2.156 million, up 27.57% month-on-month; light manufacturing white cardboard price at 4010 yuan/ton, down 2.43% month-on-month [3][23][24] Group 2 - Insurance capital is increasingly allocating to equity, with banks and high-dividend sectors being core beneficiaries. By the end of Q1 2025, life and property insurance companies had invested a total of 2.82 trillion yuan in the stock market, a year-on-year increase of 44.5% [5] - The potential for insurance capital to increase its allocation to bank stocks remains significant, with estimated incremental funds of 140.4 billion yuan and 73.7 billion yuan for bank stocks in 2025, assuming 25% of new premium income is directed to the A-share market [5] Group 3 - The report on Shiyao Group indicates a revenue of 7.015 billion yuan in Q1 2025, a year-on-year decrease of 21.9%, with a net profit of 1.495 billion yuan, down 8.3%. The decrease in revenue is primarily due to the impact of price adjustments and centralized procurement policies [8][28] - The core pipeline SYS6010 (EGFRADC) shows strong potential for authorization, having started its first phase III clinical trial in March 2025, targeting patients with EGFR mutation non-small cell lung cancer [8][28] Group 4 - Shenzhen Airport's operational data shows a significant recovery, with 221,000 aircraft movements in the first half of 2025, a year-on-year increase of 7.2%, and a passenger throughput of 32.57 million, up 10.9% year-on-year [19][30] - The airport's non-aeronautical business is diversifying, with advertising revenue expected to increase as passenger traffic grows, and the new cargo station is anticipated to boost international cargo volume [19][31] Group 5 - Beiding Co. reported a revenue of 430 million yuan in the first half of 2025, a year-on-year increase of 34%, with a net profit of 56 million yuan, up 75% year-on-year. The company benefited significantly from domestic subsidies and the "old-for-new" replacement policy [10][36] - The company's gross margin improved to 49.7% in the first half of 2025, driven by high-margin products, with a notable increase in sales from new product lines [10][36]

Core Viewpoint - The company has announced its 2025 semi-annual profit distribution plan, which includes a cash dividend of RMB 0.85 per 10 shares, totaling RMB 27,571,745.97 (including tax) [2][3] Summary by Sections Profit Distribution Plan - The profit distribution plan was approved at the annual shareholders' meeting on April 18, 2025, and subsequently ratified by the board and supervisory committee [2][3] - The total cash dividend to be distributed is RMB 27,571,745.97, with a per-share cash dividend of RMB 0.85 (including tax) based on the total share capital as of June 30, 2025 [2][3] Share Capital and Adjustments - The total share capital remained unchanged from the announcement of the profit distribution plan to its implementation [3] - If there are changes in the total share capital before the distribution, the cash dividend amount will be adjusted accordingly while maintaining the distribution ratio [2][3] Key Dates - The record date for the distribution is set for August 15, 2025, and the ex-dividend date is August 18, 2025 [3] Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their custodial securities companies [4]

（编辑 任世碧） 证券日报网讯 8月11日晚间，北鼎股份发布公告称，公司2025年7月21日召开第四届董事会第十九次会 议，审议通过了《关于收购中山科瑞自动化技术有限公司100%股权的议案》，以自有资金人民币15， 600万元收购深圳科瑞技术股份有限公司全资子公司中山科瑞自动化技术有限公司（简称"中山科瑞"） 100%股权（简称"本次交易"）。本次交易完成后，中山科瑞将成为公司的全资子公司，并纳入公司合 并报表范围。近日，本次股权收购事项已完成工商变更登记事宜，涉及公司名称、法定代表人、经营范 围及股东情况等变更。中山市市场监督管理局颁发了新的《营业执照》。 ...

（编辑 楚丽君） 证券日报网讯 8月11日晚间，北鼎股份发布公告称，本公司2025年半年度权益分派方案为：以公司现有 总股本剔除已回购股份1，968，200.00股后的324，373，482.00股为基数，向全体股东每10股派 0.850000元人民币现金（含税），股权登记日为2025年8月15日，除权除息日为2025年8月18日。 ...

证券之星消息，8月11日小家电板块较上一交易日上涨1.3%，欧圣电气领涨。当日上证指数报收于 3647.55，上涨0.34%。深证成指报收于11291.43，上涨1.46%。小家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301187 | 欧圣电气 | 33.56 | 6.07% | 17.60万 | | 5.98亿 | | 603219 | 富佳股份 | 16.53 | 4.69% | 11.51万 | | 1.89亿 | | 603486 | 科沃斯 | 90.27 | 3.62% | 7.50万 | | 6.76亿 | | 300824 | 北鼎股份 | 12.84 | 3.22% | 6 9.75万 | | 1.24亿 | | 688793 | 倍轻松 | 35.29 | 2.41% | 2.63万 | | 9279.01万 | | 603215 | 比依股份 | 18.70 | 2.13% | 5.75万 | | 1.07亿 | | 3013 ...

证券代码：300824 证券简称：北鼎股份 公告编号：2025-044 深圳市北鼎晶辉科技股份有限公司 2025年半年度权益分派实施公告 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。 特别提示： 1、深圳市北鼎晶辉科技股份有限公司（以下简称"公司"）回购专用证券 账户中的 1,968,200 股公司股份不参与本次权益分派。公司 2025 年半年度权益分 派方案为：以公司现有总股本 326,341,682 股剔除已回购股份 1,968,200 股后的 324,373,482 股为基数，向全体股东每 10 股派 0.85 元人民币（含税），按"每股 现金分红比例不变"的原则，实际现金分红总额为人民币 27,571,745.97 元（含税）。 2、本次权益分派实施后计算除权除息价格时，按公司总股本（含回购股份） 折算每 10 股现金分红（含税）=实际现金分红总额/总股本*10=27,571,745.97 元 /326,341,682 股*10=0.844873 元（保留六位小数，最后一位直接截取，不四舍五 入）。本次权益分派实施后除权除息参考价=除权除息日前一日收 ...

证券代码：300824 证券简称：北鼎股份 公告编号：2025-045 深圳市北鼎晶辉科技股份有限公司 关于收购中山科瑞自动化技术有限公司100%股权进展 暨完成工商变更登记的公告 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。 一、交易概述 深圳市北鼎晶辉科技股份有限公司（以下简称"公司"）2025 年 7 月 21 日 召开第四届董事会第十九次会议，审议通过了《关于收购中山科瑞自动化技术有 限公司 100%股权的议案》，以自有资金人民币 15,600 万元收购深圳科瑞技术股 份有限公司全资子公司中山科瑞自动化技术有限公司（以下简称"中山科瑞"） 100%股权（以下简称"本次交易"）。本次交易完成后，中山科瑞将成为公司的 全资子公司，并纳入公司合并报表范围。具体内容详见公司于 2025 年 7 月 22 日 在巨潮资讯网（http://www.cninfo.com.cn）上披露的《关于收购中山科瑞自动化 技术有限公司 100%股权的公告》。 二、进展情况 近日，本次股权收购事项已完成工商变更事宜，涉及公司名称、法定代表人、 经营范围及股东情况等变更。中山市市 ...

Group 1 - The core viewpoint of the report is that Beiding Co., Ltd. (300824.SZ) is rated as a "buy" due to its strong domestic subsidy benefits and resilience against overseas tariff disruptions [2] - The company has significantly reduced costs, leading to a substantial improvement in profitability from a low base [2] Group 2 - The report highlights the potential risks, including underperformance in self-owned brand sales and foreign order volumes, as well as rising raw material and shipping costs impacting profit margins [2]

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [5] Core Views - The company has shown significant revenue growth, with a 34% year-on-year increase in H1 2025, reaching 430 million yuan, and a 75% increase in net profit, totaling 56 million yuan [1][2] - The domestic market has benefited from government subsidies, while the overseas market remains resilient against tariff disruptions [1] - The company has successfully optimized its cost structure, leading to improved profitability, with a gross margin of 49.7% in H1 2025, up 2.2 percentage points year-on-year [2] Summary by Sections Financial Performance - In H1 2025, the company generated 330 million yuan from domestic sales, a 48.4% increase year-on-year, while overseas sales were 25 million yuan, a 0.7% increase [1] - The gross margin for the domestic segment was 57.6%, while the overseas segment was 33.7% [2] - The company plans to distribute a cash dividend of 0.85 yuan per 10 shares, totaling 27.57 million yuan, with a payout ratio of 49.4% [1] Future Projections - The company expects net profits of 119.25 million yuan, 141.31 million yuan, and 164.06 million yuan for the years 2025, 2026, and 2027 respectively, with corresponding dynamic valuations of 34.0x, 28.7x, and 24.7x [3] - The report anticipates an increase in domestic sales growth rates based on H1 2025 performance [3] Market Position - The company has established a differentiated high-end brand positioning, with ongoing product innovation and channel development in the domestic market [3] - The company has added five new offline stores, contributing to a 49% revenue increase [1]