Core Insights - The company has established a clear layout in the field of firefighting robots, focusing on both application and research development [2] Group 1: Product Development - The company has successfully developed and deployed a large remote-controlled high-mobility firefighting robot for practical engineering applications, primarily serving high-risk areas such as power substations and petrochemical sites [2] - The company is steadily developing embodied intelligent robots, currently in a quadruped form, with initial prototypes formed to achieve autonomous task execution as a long-term goal [2] Group 2: Market Strategy - The company targets industrial clients with clear "machine substitution" needs while collaborating with emergency rescue units to co-develop solutions that accurately respond to frontline practical demands [2] Group 3: Technical Focus - The company emphasizes practical applications, specialized attachments, and intelligent algorithm development, collaborating with leading robot manufacturers to build an open and collaborative industrial ecosystem [2]

证券日报网讯国安达11月19日在互动平台回答投资者提问时表示，截至2025年11月10日，公司股东总户 数为17663户。 （文章来源：证券日报） ...

Core Viewpoint - The company has experienced rapid revenue growth in the energy storage fire protection business, with revenues increasing from approximately 11 million in 2022 to over 74 million in 2023, and projected to reach around 130 million in 2024 [2] Group 1: Revenue Growth - The company's revenue in the energy storage fire protection sector has seen significant growth, rising from about 11 million in 2022 to over 74 million in 2023 [2] - Projected revenue for 2024 is approximately 130 million, indicating a strong upward trend [2] Group 2: Market Position and Competition - The company is a key supplier in the domestic energy storage fire protection market, alongside major battery manufacturers like CATL and EVE Energy [2] - The industry is undergoing consolidation, with market share increasingly concentrated among leading companies with core technologies and cost control capabilities [2] Group 3: Future Development Strategy - The company is pursuing a dual-driven development strategy focusing on both domestic and overseas markets [2] - In the domestic market, the company aims to further increase market share alongside the rapid growth of the energy storage industry [2] - The company has obtained product certifications in certain countries or regions, laying the groundwork for future overseas expansion [2] Group 4: Profitability and Innovation - The company's gross margin has steadily improved due to continuous optimization of product solutions, refined supply chain management, and the release of scale effects [2] - The company is actively advancing innovative solutions that integrate fire protection with liquid cooling, with a current focus on applications in data center scenarios [2] Group 5: Management Outlook - The management team is optimistic about the long-term development of the energy storage sector and is confident in future market opportunities [2]

（文章来源：证券日报） 证券日报网讯国安达11月19日发布公告，在公司回答调研者提问时表示，科卫泰是公司在低空经济领域 的重要战略布局。该公司在无人机行业，特别是在大载重、长续航机型及特殊场景应用方面具备扎实的 技术积累和项目经验。本次战略投资科卫泰是基于公司对低空经济板块的长期看好。在调研多家行业企 业后，公司认为科卫泰技术底蕴扎实、拥有成熟应用案例，双方具备高度战略契合。通过此次合作，公 司可为科卫泰提供项目赋能，推动其产品在应急救援、消防灭火等领域的深度融合，并借助上市公司平 台提升其产业化能力与抗风险水平；科卫泰则将进一步增强公司在低空经济领域的核心技术能力与产品 布局，实现协同发展。尽管科卫泰业务在前两年受到外部环境影响订单有所下降，但自今年以来，其订 单已实现显著放量，目前生产线处于高负荷运转状态，业务重点已转向保障交付与提升履约能力。公司 已于9月8日召开股东会，审议通过《关于向深圳市科卫泰实业发展有限公司增资并取得其控制权的议 案》。根据议案，公司将使用自有或自筹资金10，371.63万元对科卫泰进行增资，认购其31.21%的新增 股权。增资完成后，公司对科卫泰的持股比例将由目前的19.81% ...

证券代码：300902 证券简称：国安达 国安达股份有限公司 投资者关系活动记录表 编号：2025-007 | | 特定对象调研 □ 分析师会议 | □ | | --- | --- | --- | | 投资者关系活动类 | 媒体采访 □ 业绩说明会 | □ | | 别 | 新闻发布会 路演活动 □ | □ | | | 现场参观 | □ | | | 其他（电话会议） | √ | | 参与单位名称及人 | 国联基金、中信建投 | | | 员姓名 | | | | 时间 | 2025 年 11 月 18 日 | | | 地点 | 电话会议 | | | 上市公司接待人员 | 董事会秘书洪清泉先生、证券事务代表叶惠敏女士 | | | 姓名 | | | | | 本次交流活动的主要问答情况： | | | | 1、请问公司今年储能业务能够实现快速增长吗？ | | | | 答：在储能消防业务领域，公司近年来营收实现快速增长，从 2022 | | | | 年的约 1,100 万元迅速提升至 2023 年的 7,400 多万元，并在 2024 年达到 | | | | 1.3 亿元规模。在市场格局与竞争力方面，公司是宁德时代、亿纬锂能 ...

Market Overview - The specialized equipment sector increased by 0.31% on November 17, with Lingge Technology leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Top Performers - Lingge Technology (Code: 920284) closed at 52.22, up 10.87% with a trading volume of 92,200 shares and a transaction value of 457 million [1] - Guoanda (Code: 300902) closed at 24.49, up 6.39% with a trading volume of 332,400 shares and a transaction value of 843 million [1] - Dayilong (Code: 002209) closed at 15.30, up 6.18% with a trading volume of 316,200 shares and a transaction value of 480 million [1] - Yingweike (Code: 002837) closed at 74.42, up 6.06% with a trading volume of 1,757,100 shares and a transaction value of 5.609 billion [1] Underperformers - Hetai Electromechanical (Code: 001225) closed at 53.10, down 5.63% with a trading volume of 20,000 shares and a transaction value of 108 million [2] - Caokai Co., Ltd. (Code: 002691) closed at 10.05, down 5.10% with a trading volume of 561,300 shares and a transaction value of 59.5 million [2] - Sudar Co., Ltd. (Code: 001277) closed at 41.91, down 4.66% with a trading volume of 64,700 shares and a transaction value of 273 million [2] Capital Flow - The specialized equipment sector experienced a net outflow of 616 million from institutional investors, while retail investors saw a net inflow of 609 million [2] - The top net inflows from retail investors included Yingweike (2.64 billion) and Shandong Molong (3.79 million) [3] - The top net outflows from institutional investors included Yingweike (-2.12 billion) and Shandong Molong (-1.39 million) [3]

Core Viewpoint - The Fujian concept stocks in the A-share market continue to strengthen, with several stocks hitting their daily limit up, indicating strong investor interest and potential growth in this sector [1]. Summary by Category Stock Performance - Hongxiang Co., Ltd. (300427) and Zhongfutong (300560) both reached a 20% limit up, showcasing significant market momentum [1]. - Haixia Innovation surged over 13%, while Guoanda (300902) increased by over 11% [1]. - Other notable performers include: - Xiamen Engineering Machinery (600815) up by 10.10% - Longzhou Co., Ltd. (002682) up by 10.03% - Pingtan Development (000592) up by 10.02% - Jomoo (601566) up by 10.02% [2]. Market Capitalization and Year-to-Date Performance - Hongxiang Co., Ltd. has a market capitalization of 4.419 billion, with a year-to-date increase of 47.29% [2]. - Zhongfutong has a market cap of 5.178 billion and a year-to-date increase of 45.61% [2]. - Haixia Innovation boasts a market cap of 11.5 billion and an impressive year-to-date increase of 500.35% [2]. - Other companies like Pingtan Development and Jomoo also show strong year-to-date performances of 317.07% and 70.08%, respectively [2].

Core Viewpoint - The A-share market in China is experiencing a strong performance from Fujian concept stocks, with several companies hitting their daily price limits and showing significant gains [1] Group 1: Stock Performance - Hongxiang Co. and Zhongfutong both reached the daily limit of 20% increase [1] - Haixia Innovation rose over 13% [1] - Guoan Da increased by over 11% [1] - Other companies such as XG Group, Longzhou Group, Pingtan Development, Jiayi Wang, Jianfa Heceng, Lezhi Group, Tengjing Technology, Aerospace Development, Rishang Group, and China Wuyi all reached a 10% increase [1] - Haixia Environmental saw an increase of over 6% [1]

Core Viewpoint - The A-share market has experienced a surge in military stocks, with several companies reaching their daily limit up [1] Group 1: Stock Performance - Hongxiang Co., Zhongfutong, and Jianglong Shipbuilding all hit the 20% daily limit up [1] - Morningstar Aviation and Beifang Changlong increased by over 15% [1] - Guoan Da and Tianhe Defense rose by over 13% [1] - Pinggao Group saw an increase of over 12% [1] - Qifeng Precision gained over 11% [1] - Jieqiang Equipment and Tianhai Defense both increased by over 10% [1] - Furui Co., Longzhou Co., Huasheng Tiancai, Great Wall Military Industry, Tongyi Co., and Aerospace Development all reached the 10% daily limit up [1]

2025 年第四次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 特别提示： 证券代码：300902 证券简称：国安达 公告编号：2025-071 国安达股份有限公司 1、本次股东会不存在否决议案的情形； 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召集和召开情况 1、现场会议召开时间：2025 年 11 月 12 日（星期三）14:30 通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 11 月 12 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统进 行网络投票的具体时间为 2025 年 11 月 12 日 9:15-15:00。 2、会议召开地点：厦门市集美区灌口镇后山头路 39 号公司会议室 3、会议召开方式：本次会议采用现场表决和网络投票相结合的表决方式 4、会议召集人：公司董事会 5、会议主持人：董事长洪伟艺先生因公务原因未能到现场参加本次股东会， 由公司过半数董事推举董事洪清泉先生主持本次股东会。 6、会议召开的合法、合规性：本次会议的召集、 ...