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]

Core Insights - The company announced a strategic investment in Kewitai, emphasizing its importance in the low-altitude economy sector [2] - The investment is based on the company's long-term optimism for the low-altitude economy segment [2] - Kewitai has solid technical expertise and project experience in the drone industry, particularly in heavy-load and long-endurance models [2] Investment Details - The company plans to invest 103.7163 million yuan to acquire 31.21% of Kewitai's newly issued shares [2] - Following the investment, the company's stake in Kewitai will increase from 19.81% to 51.02%, achieving control over Kewitai [2] - The investment was approved during a shareholders' meeting held on September 8 [2] Business Outlook - Kewitai's orders had declined in the past two years due to external factors, but there has been a significant increase in orders this year [2] - Currently, Kewitai's production line is operating at high capacity, focusing on delivery assurance and improving fulfillment capabilities [2] - The collaboration aims to enhance Kewitai's core technical capabilities and product layout in the low-altitude economy field [2]

Group 1: Energy Storage Business Growth - The company's revenue in the energy storage fire protection sector increased from approximately 11 million yuan in 2022 to over 74 million yuan in 2023, with an expected growth to 130 million yuan in 2024 [2] - The company is a major supplier in the domestic energy storage fire protection market, collaborating with leading battery manufacturers like CATL and Eve Energy [2] - The company aims to enhance its market share in the domestic market while gradually increasing its overseas revenue share, supported by product certifications in various countries [2] Group 2: Strategic Investment in Kewitai - The company has made a strategic investment in Kewitai, acquiring a 31.21% stake, increasing its total ownership from 19.81% to 51.02% [3] - Kewitai specializes in the low-altitude economy, particularly in drones for heavy payloads and long endurance, aligning with the company's long-term vision for this sector [3] - Despite a decline in orders due to external factors in the past two years, Kewitai has seen a significant increase in orders this year, with production lines operating at high capacity [3] Group 3: Firefighting Robot Development - The company has established a clear layout in the firefighting robot sector, with a focus on both application and research [3] - A large remote-controlled firefighting robot has been successfully developed and is now in practical use, targeting high-risk areas such as power substations and petrochemical sites [3] - The company is also developing intelligent robots with a focus on autonomous task execution, collaborating with industry-leading manufacturers to build an open and collaborative industrial ecosystem [3]

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、 ...

泰和泰（北京）律师事务所 关于国安达股份有限公司 2025 年第四次临时股东会法律意见书 泰和泰证字[2025]GAD-05 号 北京市朝阳区东四环中路 56 号远洋国际中心 A 座 12 层 电话：（010）85865151 传真：（010）85861922 邮政编码：100025 泰和泰（北京）律师事务所关于国安达股份有限公司 2025 年第四次临时股东会法律意见书 泰和泰（北京）律师事务所 关于国安达股份有限公司 2025 年第四次临时股东会法律意见书 泰和泰证字[2025]GAD-05 号 致：国安达股份有限公司 泰和泰（北京）律师事务所（以下简称"本所"）接受国安达股份有限公司 （以下简称"公司"）的委托，指派许军利律师、刘浩然律师对公司 2025 年第 四次临时股东会（以下简称"本次股东会"）进行见证，并依据《中华人民共和 国公司法》（以下简称"《公司法》"）、中国证券监督管理委员会《上市公司 股东会规则》（以下简称"《股东会规则》"）、公司现行章程及其他相关法律、 法规的规定就本次股东会的召集、召开程序、召集人的资格、出席本次股东会人 员的资格、表决程序等有关事宜出具法律意见书。 本所仅依据法律 ...

证券日报网讯国安达11月5日在互动平台回答投资者提问时表示，根据中国证券登记结算有限责任公司 提供的《合并普通账户和融资融券信用账户前N名明细数据表》，截至2025年10月31日，公司股东总户 数为16505户。 （文章来源：证券日报） ...