格隆汇9月30日丨三友联众(300932.SZ)公布，公司收到持股5%以上股东宁波昊与轩和宁波艾力美出具的 《关于股份减持实施情况的告知函》，宁波昊与轩和宁波艾力美在2025年8月12日至2025年9月29日期 间，通过大宗交易和集中竞价交易方式合计减持公司股份1,338,400股，减持数量占公司总股本的 0.42%。股东权益变动触及1%的整数倍。 ...

南财智讯9月30日电，三友联众公告，公司股东宁波市艾力美投资合伙企业（有限合伙）因自身资金需 求，于2025年8月4日至2025年9月29日期间，通过集中竞价和大宗交易方式减持了361.83万股，持股比 例从6.13%降至5.00%，目前持有1600.5122万股。本次权益变动不会导致上市公司控制权发生变更，也 不会对公司治理结构及持续性经营产生重大影响。未来12个月内，信息披露义务人未明确有其他增减持 计划，但若发生相关权益变动事项，将依法履行信息披露义务。 ...

三友联众集团股份有限公司 简式权益变动报告书 上市公司名称：三友联众集团股份有限公司 股票上市地点：深圳证券交易所 股票简称：三友联众 股票代码：300932 信息披露义务人：宁波市艾力美投资合伙企业（有限合伙） 住所/通讯地址：浙江省宁波市北仑区新碶街道兴业一路 1 号二层 B-44 股份变动性质：股份减少，持股比例降至 5% 签署日期：2025 年 9 月 30 日 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》等 相关法律、法规和规范性文件编写。 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准。其履 行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在三友联众集团股份有限公司中拥有权益的 股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务人没 有通过任何其他方式增加或减少其在三友联众集团股份有限公司中拥有权益的 股份。 四、本次权益变动 ...

证券代码：300932 证券简称：三友联众 公告编号：2025-040 三友联众集团股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 公司持股5%以上股东宁波市昊与轩投资合伙企业（有限合伙）和宁波市艾 力美投资合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 三友联众集团股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日在巨 潮资讯网（www.cninfo.com.cn)披露了《关于持股 5%以上股东减持股份的预披露 公告》（公告编号：2025-026）。公司持股 5%以上的股东宁波市昊与轩投资合 伙企业（有限合伙）（以下简称"宁波昊与轩"）和宁波市艾力美投资合伙企业 （有限合伙）（以下简称"宁波艾力美"）计划在上述公告披露之日起 15 个交 易日后的 3 个月内减持公司股份合计不超过 9,603,000 股（即不超过公司股份总 数的 3.00%），其中，在任意连续 90 个自然日内通过集中竞价交易方式减持股 份总数不超过公司总股本的 1%；在任意连续 9 ...

责任编辑：小浪快报 第1笔成交价格为9.00元，成交110.00万股，成交金额990.00万元，溢价率为-18.11%，买方营业部为东 方财富证券股份有限公司拉萨东环路第二证券营业部，卖方营业部为申万宏源证券有限公司成都东大街 证券营业部。 进一步统计，近3个月内该股累计发生26笔大宗交易，合计成交金额为1.3亿元。该股近5个交易日累计 下跌2.74%，主力资金合计净流出2403.92万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月26日，三友联众收跌1.17%，收盘价为10.99元，发生1笔大宗交易，合计成交量110万股，成交金额 990万元。 ...

Core Viewpoint - The company Sanyou Lianzhong, led by Chairman Song Chaoyang, focuses on innovation and investment in high-value relay sectors such as new energy and automotive, aiming for high-quality development and breaking monopolies in the industry [2][10]. Group 1: Company Background and Development - Sanyou Lianzhong was founded in 2008 by Song Chaoyang and two university classmates, specializing in relay production and self-developed automation equipment [3]. - The company initially aimed to provide domestic brands for the home appliance industry, successfully producing relays that matched the quality of imported brands at a lower price [4]. - Sanyou Lianzhong faced challenges entering the white goods market due to procurement standards favoring imported brands, leading to a partnership with Japanese brand DEC to gain market access [5][6]. Group 2: Market Position and Product Expansion - The company has expanded its product range from general power relays to include magnetic latching relays, automotive relays, new energy relays, and signal relays, penetrating various sectors such as smart meters and industrial control [6][8]. - Sanyou Lianzhong ranked second in domestic relay sales for eight consecutive years from 2014 to 2021, indicating a strong market presence [6]. Group 3: Investment and R&D Focus - After going public on the Shenzhen Stock Exchange in 2021, Sanyou Lianzhong allocated significant funds to expand production lines for automotive and new energy relays, recognizing these as growth markets with higher technical demands [7]. - The company maintains a research and development investment ratio of over 5% of revenue, with a growing R&D team from 470 in 2022 to a projected 668 by the end of 2024 [7][8]. Group 4: Future Strategy and Market Trends - Sanyou Lianzhong is preparing for a shift towards automation and intelligent manufacturing in the relay industry, moving from mass production to customized production [9]. - The company aims to increase its self-manufacturing of core components and has developed fully automated production lines to enhance competitiveness [9]. - Sanyou Lianzhong is also expanding internationally, establishing subsidiaries in North America, South Korea, Germany, and Vietnam to enhance its global footprint [9].

Core Viewpoint - The company is actively expanding its international operations while addressing various risks associated with overseas markets, labor costs, and product diversification. Group 1: Overseas Operations - The company has established subsidiaries in North America, South Korea, Germany, and Vietnam to manage sales and production in these regions, acknowledging the risks posed by differing political, legal, and market environments [2] - As of the first half of 2025, domestic revenue accounted for 71.92% while overseas revenue made up 28.08%, with significant contributions from general and electric power products [6] Group 2: Labor Cost Management - The company faces rising labor costs due to increased competition in the labor market, but it aims to mitigate this by enhancing automation and production efficiency [3] Group 3: Product Development and Market Expansion - The company has a strong foundation in relay technology, which allows it to adapt to various applications, particularly in emerging fields like low-altitude economy and robotics [4] - The company is focusing on core business consolidation, breakthroughs in emerging fields, and strategic layout in forward-looking sectors, although specific revenue targets for each division were not disclosed [5] Group 4: Risk Mitigation Strategies - To address the concentration risk in product segments, the company is optimizing its product structure and diversifying into related industries through acquisitions and mergers [7] Group 5: Operational Efficiency - The company is committed to lean production and intelligent manufacturing, continuously upgrading automation levels to enhance production efficiency and flexibility [9]

Group 1: Company Operations and Risks - The company has established subsidiaries in North America, South Korea, Germany, and Vietnam to manage overseas sales and production, facing potential investment and operational risks due to varying political, legal, and market environments [2] - The company is closely monitoring international political and economic changes to manage overseas operational risks effectively [2] - Rising labor costs in China are a concern, with the company focusing on automation and efficiency improvements to mitigate the impact on profit margins [3] Group 2: Product Development and Market Expansion - The company has a strong technical foundation in relay technology, enabling it to adapt to emerging fields such as low-altitude economy and robotics [3] - Future revenue plans include strengthening core business segments while expanding into high-growth areas like renewable energy and smart grids [4] - The company aims to balance its product portfolio by enhancing revenue growth in automotive, renewable energy, and energy storage applications [5] Group 3: Financial Performance and Market Share - As of mid-2025, domestic revenue accounted for 71.92% while overseas revenue made up 28.08%, with significant contributions from general and power sector products [5] - The company is actively expanding its overseas market presence, particularly in India, Europe, Central Asia, and Southeast Asia [5] - The company is implementing strategies to diversify its product offerings and reduce risks associated with concentrated product segments through acquisitions and mergers [5]

Core Viewpoint - The company reported that overseas orders remained sufficient in July and August, and production operations are in good condition [1] Group 1: Production and Orders - The company stated that the production lines for high value-added products, such as electric relays, are operating at full capacity, maintaining a high utilization rate [1] - The general power relay production was affected by seasonal fluctuations in the domestic air conditioning industry, resulting in a lower utilization rate, which is considered a normal adjustment in production operations [1] Group 2: Market Strategy - The company emphasizes a market demand-oriented approach, utilizing flexible and scientific production scheduling to optimize resource allocation and ensure timely delivery of various products [1] - The company plans to continue seizing opportunities in overseas markets and actively optimize its product structure to provide sustained momentum for performance growth [1]

Group 1: Company Overview - The company is a high-tech enterprise specializing in the R&D, manufacturing, and sales of relays and transformers, ranking among the top in China's electronic components industry [2] - The product range includes six major categories of relays and transformers, with plans to strengthen core areas while exploring diversification based on market demand [2] Group 2: Financial Guidance for 2025 - The company aims for high-quality growth driven by technology, focusing on increasing market share in core businesses and expanding into high-value overseas markets [3] - Specific financial targets will be dynamically optimized based on market conditions and reported regularly [3] Group 3: Revenue Planning and Strategic Focus - The company plans to enhance its core business while breaking into emerging sectors like new energy and smart grids, aiming for sustainable organic growth across all divisions [3] - The "42+" strategy focuses on four core businesses, deepening engagement in inductors and signal relays, and exploring horizontal mergers to create more value [4] Group 4: International Expansion and Production - The company has established subsidiaries in North America, South Korea, Germany, and Vietnam, with the Vietnam base already in production for magnetic relays [3][4] - Future production increases are planned for general power relays and transformers at the Vietnam facility [3] Group 5: Raw Material Management - Raw materials constitute a significant portion of production costs, and the company faces challenges from price fluctuations in commodities like copper and silver [4] - Strategies to mitigate risks include cost-sharing through scale effects, optimizing supply chain management, and engaging in futures hedging to control market risks [4]