Core Insights - The report highlights the growth in electricity generation in Sichuan Province, with a total generation of 332.9 billion kWh in April 2025, representing a year-on-year increase of 4.6% [1] - From January to April 2025, the total electricity generation reached 1,390.8 billion kWh, showing a year-on-year growth of 4.1% [1] Generation Breakdown - In the first four months of 2025, thermal power generation was 364.7 billion kWh, accounting for 26.2% of total generation, which is a decrease of 2.1% year-on-year [1] - Hydropower generation was 911.3 billion kWh, making up 65.5% of total generation, with an increase of 8.4% year-on-year [1] - Wind power generation was 78.1 billion kWh, representing 5.6% of total generation, showing a decline of 16.1% year-on-year [1] - Solar power generation reached 36.7 billion kWh, accounting for 2.6% of total generation, with a significant increase of 27.5% year-on-year [1] Industry Context - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, which specializes in industry research and consulting services [2] - The report covers large-scale industrial enterprises with annual main business revenues of 20 million yuan or more, ensuring comparability of data across years [2]

Core Viewpoint - The company is closely monitoring major national projects and market demands, aiming to participate in relevant competitions based on its product technology advantages and regional service capabilities [1] Group 1 - The company is actively tracking market demands and cooperation opportunities related to significant national projects [1] - The company emphasizes its commitment to its main business and aims to enhance operational management to deliver better performance for investors [1] - The company is expanding its overseas market presence, although it faces challenges such as environmental differences and lengthy client decision-making processes, which affect order conversion cycles [1]

Group 1 - The company, Dahongli (300865), reported that as of September 10, 2025, the number of shareholders is 12,244 [1]

Core Insights - The company reported a significant decline in net profit by 18.16% year-on-year for the first half of 2025, with total revenue at 180 million yuan, down 8.06% compared to the previous year [1] - The gross profit margin improved to 29.36%, an increase of 5.88% year-on-year, while the net profit margin decreased to 5.05%, down 10.12% year-on-year [1] - The company experienced a substantial increase in operating cash flow per share, which rose by 71.15% to 0.56 yuan [1] Financial Performance Summary - Total revenue for the first half of 2025 was 180 million yuan, a decrease of 8.06% from 2024 [1] - Net profit attributable to shareholders was 9.0192 million yuan, down 18.16% year-on-year [1] - The company’s gross profit margin increased to 29.36%, while the net profit margin decreased to 5.05% [1] - Total expenses (selling, administrative, and financial) amounted to 41.7553 million yuan, representing 23.16% of revenue, an increase of 23.18% year-on-year [1] - Earnings per share decreased to 0.09 yuan, down 18.14% from the previous year [1] Cash Flow and Investment Insights - Cash and cash equivalents decreased significantly by 88.86% due to investments in financial products and time deposits that had not been redeemed [3] - The net cash flow from operating activities increased by 71.15%, attributed to better management of cash inflows and outflows [3] - The net cash flow from investing activities decreased by 53.87%, reflecting ongoing investments in financial products [3] Business Evaluation - The company has shown a historical median Return on Invested Capital (ROIC) of 15.94%, but faced a negative ROIC of -3.85% in the worst year of 2023 [4] - The business model appears fragile, with two years of losses since its listing, indicating potential vulnerabilities in its operational strategy [4]

Core Insights - The company reported a revenue of 180 million yuan for the first half of 2025, representing a year-on-year decline of 8.06% [1] - The net profit attributable to shareholders was 9.0192 million yuan, down 18.16% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 6.3502 million yuan, a decrease of 22.78% year-on-year [1] - The basic earnings per share stood at 0.0943 yuan [1]

第一章 总则 第一条 为加强成都大宏立机器股份有限公司（以下简称"公司"）的信 息披露管理，确保对外信息披露工作的真实性、准确性与及时性，保护公司、股 东、债权人及其他利益相关者的合法权益，根据《中华人民共和国公司法》（以 下简称《公司法》）《中华人民共和国证券法》（以下简称《证券法》）《上市 公司信息披露管理办法》（以下简称《管理办法》）《上市公司治理准则》《深 圳证券交易所创业板股票上市规则》（以下简称《上市规则》）《深圳证券交易 所上市公司自律监管指引第 4 号——创业板行业信息披露》《深圳证券交易所上 市公司自律监管指引第 5 号——信息披露事务管理》等相关法律、法规、规范性 文件及《成都大宏立机器股份有限公司章程》（以下简称"公司章程"）的有关 规定，制定本办法。 成都大宏立机器股份有限公司 信息披露管理办法 第二条 本办法所称信息是指可能对公司股票及其他证券价格、交易量或 投资人的投资决策产生影响的任何行为和事项的有关信息及中国证券监督管理 委员会（以下简称"中国证监会"）要求披露的其他信息。 第三条 本办法适用于公司及公司的控股子公司。 成都大宏立机器股份有限公司 信息披露管理办法 公司参股公司 ...

| 非经营性资金占用 | 资金占用方 名称 | 占用方与上市公 司的关联关系 | 上市公司 核算的会计科 | 年期初 2025 占用资金余 | 年 月 2025 1-6 占用累计发生 金额（不含利 | 年 2025 1-6 月占用资金 的利息（如 | 年度 2023 偿还累计 | 2025年6月 30 日占用资金余 | 占用形成 原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 目 | 额 | | | 发生金额 | 额 | | | | | | | | | 息） | 有） | | | | | | 控股股东、实际控 | 无 | | | | | | | | | | | 制人及其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东、实际 | | | | | | | | | | | | 控制人及其附属企 | 无 | | | | | | | | | | | 业 | | | | | | | | | | | | 小计 | | | | ...

成都大宏立机器股份有限公司 募集资金存放与使用情况的专项报告 成都大宏立机器股份有限公司关于 2025 年半年度 募集资金存放与使用情况的专项报告 一、募集资金基本情况 - 1 - 成都大宏立机器股份有限公司 募集资金存放与使用情况的专项报告 银行股份有限公司大邑支行、中国工商银行股份有限公司大邑支行、中国建设银行股份有限公 司大邑支行于 2020 年 8 月共同签署了《募集资金专户存储三方监管协议》，由本公司在前述 4 家银行各开设 1 个募集资金专用账户。上述监管协议与深圳证券交易所募集资金三方监管协 议范本不存在重大差异，符合《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》及其他相关规定的要求，协议各方均按照协议内容行使权利、履行义务。 截至 2025 年 6 月 30 日止，超募资金在银行账户的存储情况如下： 注1：由于技术中心建设项目已建设完毕并已结项，中国农业银行股份有限公司大邑支行账户资金已全部用于 该募投项目，未出现结余资金，公司于2024年6月20日将该账户办理了注销手续； 注2：由于近年来受宏观市场经济环境形势影响，房地产市场低迷，基建项目拉动有限，下游市场需求 ...

证券代码：300865 证券简称：大宏立 公告编号：2025-072 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 为盘活公司资产，提升公司资产整体运营效率，成都大宏立机器股份有限公 司（以下简称"公司"）将位于成都市高新区及成都市大邑县的部分闲置资产对 外出租。具体情况如下： 二、交易对手方情况 成都大宏立机器股份有限公司 关于对外出租资产的公告 | 租赁方 | 租赁期限 | 预估租赁合同金额/ 年（元） | | --- | --- | --- | | 四川宇鸿时空之旅科技发展 有限公司 | 2025.03.01-2028.03.01 | 1,098,750 | | 四川欣联欣集团有限公司 | 2024.05.21-2027.05.20 | 828,000 | | 四川鑫峰达机械有限公司 | 2025.06.05-2026.06.04 | 303,867 | | 四川农旅房园区管理服务有 | 2025.01.18-2028.01.18 | 148,474 | | 限公司 | | | | 成都市机械制造业商会 | 2024.07.01-2025 ...

关于调整2025年度日常经营性关联交易事项预计情况的公告 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、日常关联交易基本情况 （一）日常关联交易概述 证券代码：300865 证券简称：大宏立 公告编号：2025-071 成都大宏立机器股份有限公司 | | | | | | 调整后 | 截至 2025 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 关联交易 | 关联人 | 关联交 | 关联交易 | 年原 2025 | 2025 年预 | 年 6 | 月 30 | | 类别 | | 易内容 | 定价原则 | 预计金额 | 计金额 | 日已发生 | | | | | | | | | 金额 | | | 向关联人采 | 成都宏邑 鑫达机械 | 采购飞 轮、皮带 | 市场价格 | 160 | 260 | 84.89 | | | 购原材料 | 有限公司 | 轮等铁 | | | | | | | | | 铸件 | | | | | | | 向关联人销 售废品 | 成都宏邑 鑫达机械 | 废钢、废 铁 | 市场价格 ...