Group 1 - The company reported a revenue of 1.152 billion yuan for the first half of 2025, representing a year-on-year growth of 8.48% [1] - The net profit for the same period was 42.8857 million yuan, showing a year-on-year increase of 5.64% [1] - The company announced plans not to distribute cash dividends, issue bonus shares, or increase capital through reserves [1]

Financial Performance - The company's revenue for the reporting period was ¥1,152,421,830.47, representing an increase of 8.48% compared to ¥1,062,336,644.72 in the same period last year[23]. - Net profit attributable to shareholders was ¥42,885,668.81, up 5.64% from ¥40,597,394.69 year-on-year[23]. - The net cash flow from operating activities increased by 29.47% to ¥56,137,751.14, compared to ¥43,360,413.67 in the previous year[23]. - Total assets at the end of the reporting period were ¥3,563,727,959.68, a growth of 5.20% from ¥3,387,616,168.09 at the end of the previous year[23]. - The weighted average return on net assets was 2.44%, slightly up from 2.35% in the previous year[23]. - The basic earnings per share remained unchanged at ¥0.13, with diluted earnings per share also at ¥0.13[23]. - The net profit after deducting non-recurring gains and losses was ¥42,939,107.75, reflecting an increase of 8.03% from ¥39,748,576.34[23]. - The comprehensive diluted earnings per share calculated with the latest share capital was ¥0.134[23]. - The company achieved total operating revenue of ¥1,152,421,830.47, an increase of 8.48% year-on-year[39]. - The growth in performance was primarily driven by expanding market demand, leading to increased order volumes from existing projects[40]. Risk Management - There are no significant risks affecting the company's normal operations at present[3]. - The company has a comprehensive risk management strategy in place to address potential operational risks[3]. - The company is facing risks from macroeconomic fluctuations, which could impact downstream industries such as home appliances and automotive electronics, potentially affecting financial performance[97]. - The company is actively managing foreign exchange risks through hedging strategies to mitigate the impact of currency fluctuations on sales revenue[101]. - Raw material prices, particularly for silver, copper, and plastics, significantly affect production costs, and the company is implementing measures to control these costs[103]. - Labor cost increases pose a risk to profit margins, and the company is focusing on automation and efficiency improvements to counteract this trend[104]. - The company is addressing potential tariff increases due to trade tensions by diversifying its market presence and reducing reliance on single markets[105]. Corporate Governance - The board of directors and management confirm the financial report's authenticity, accuracy, and completeness[3]. - All directors attended the board meeting to review the semi-annual report[3]. - The financial report is signed and stamped by the company's legal representative and accounting personnel[10]. - The company has not experienced any changes in its board of directors, supervisors, or senior management during the reporting period[111]. - The company has not reported any penalties or rectification measures during the reporting period[131]. - The company has not engaged in any major related party transactions during the reporting period[132]. Shareholder Information - The company plans not to distribute cash dividends, issue bonus shares, or increase share capital from reserves[4]. - Major shareholders include Song Chaoyang with 26.27% and Fu Tiannian with 12.10% of the total shares[158]. - The total number of shareholders at the end of the reporting period was 11,111, indicating a broad base of ownership[158]. - The company is committed to transparency and has disclosed all relevant information regarding share changes on its official website[153]. Investment and Capital Management - The company has a total guarantee amount of up to RMB 1,455 million for bank credit applications by shareholders[138]. - The total approved guarantee amount for subsidiaries at the end of the reporting period is CNY 124,000 million, with actual guarantee balances of CNY 44,176.24 million[145]. - The company has committed to ensuring that the use of raised funds does not impact the normal operations and project construction[85]. - The company plans to use up to RMB 60,000.00 million of temporarily idle raised funds and RMB 20,000.00 million of its own funds for cash management, ensuring it does not affect project construction or operations[85]. Product Development and Market Strategy - The company has a focus on continuous research and development of new products to meet customer needs and market demands[30]. - The company aims to expand its market presence through strategic initiatives and product innovation in the relay and transformer sectors[30]. - The company plans to expand its automotive and new energy relay production lines, with an annual production capacity target of 400 million units by 2025[87]. - The company plans to diversify its product offerings and expand into automotive, renewable energy, photovoltaic, and energy storage sectors to mitigate product concentration risks[98]. Social Responsibility and Compliance - The company actively fulfills its social responsibilities while ensuring compliance with relevant laws and regulations[115]. - The company has actively participated in social welfare activities, including blood donation campaigns and support for underprivileged children[122]. - The company adheres to international environmental regulations and focuses on developing energy-saving and environmentally friendly products[116]. Operational Efficiency - The production model is market-oriented, prioritizing quality, with a mix of automated production for standardized products and customized production for diverse market demands[34]. - The company has developed fully automated production lines, improving production efficiency and product quality, which positively impacts gross margins and capacity[59]. - The company reported a 71% increase in production line capacity utilization for its new energy relay production project[87]. - The company has reported a 9% increase in operational efficiency metrics for its new projects[87].

Core Viewpoint - The company emphasizes the importance of high-voltage direct current relays in emerging fields such as computing power supply equipment and has made proactive technological arrangements [1] Group 1: Company Strategy - The company claims its related products can comprehensively cover various application scenarios in computing power supply [1] - The company has established long-term and stable strategic partnerships with several mainstream equipment manufacturers both domestically and internationally [1] - The company is actively cooperating with customers for product development and innovation [1] Group 2: Future Outlook - The company plans to closely follow the development trends of the computing power industry and continue investing in research and development to enhance product performance and reliability [1] - The company aims to provide more competitive product support for global computing power infrastructure [1]

（编辑 袁冠琳） 证券日报网讯 三友联众8月20日在互动平台回答投资者提问时表示，公司第二季度整体订单情况良好， 产能利用率保持较高水平。其中，电力类磁保持继电器产品线因市场需求旺盛，目前处于持续满负荷生 产状态。家电类产品受行业季节性淡季影响，订单量较上一季度略有波动，属于正常经营周期现象。总 体来看，公司生产经营稳健有序，核心产品竞争力突出，公司将持续优化生产管理，积极把握市场机 遇。 ...

Core Viewpoint - The company has proactively developed a full range of solutions to meet market demands in the computing power industry, establishing deep strategic collaborations with leading global computing equipment manufacturers [1] Group 1 - The company has completed the layout of supporting resources based on forward-looking assessments of the computing power industry's trends [1] - The company is continuously empowering customer upgrade needs through technical co-research and agile delivery [1] - The company aims to deepen its participation in the construction of the computing power industry ecosystem, leveraging its core technology accumulation and agile response capabilities [1] Group 2 - The company seeks to strengthen its first-mover advantage in the market, opening up broader space for business growth [1]

| 权益类证券大宗交易(协议交易) | | | | | | | 包下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交全额 (万元) | 买方营业部 | 卖方营业部 | | 2025-08-12 | 300932 | 三友联众 | 11.55 | 100.24 | | 1,157.82平安证券股份有限 公司宁波海曼北路 | 机构专用 | | | | | | | | 证券营业部 | | | 2025-08-12 | 300932 | 三友联众 | 11.55 | 119.28 | | 1,377.67平安证券股份有限 | 机构专用 | | | | | | | | 公司上海临港新片 | | | | | | | | | 区分公司 | | | 2025-08-12 | 300932 | 三友联众 | 11.17 | 18.50 | 206.65 | 国联民生证券股份 | 信达证券股份有限 | | | | | | | | 有限公司深圳益田 | 公司广东分公司 | ...

Core Viewpoint - The major shareholders of Sanyou Lianzhong (300932) plan to reduce their holdings, which may impact the company's stock performance and investor sentiment [1] Group 1: Shareholder Actions - Shareholders Ningbo Hao and Ningbo Ailimei will reduce their holdings by a total of 4,572,600 shares between August 8 and August 11, 2025, representing 1.43% of the company's total equity [1] - Previously, on June 26, 2025, the company disclosed a plan for these shareholders to reduce their holdings by up to 9,603,000 shares, or 3.00% of the total shares, within three months [1] - From August 4 to August 6, 2025, these shareholders already reduced their holdings by 1,652,000 shares, accounting for 0.52% of the total equity [1] Group 2: Compliance and Transparency - The current reduction aligns with the previously announced plan, and the shareholders have adhered to the regulations without any violations [1]

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。 证券代码：300932 证券简称：三友联众 公告编号：2025-031 | 合计持有股份 | | 84,084,000 | 26.27 | 84,084,000 | 26.27 | | --- | --- | --- | --- | --- | --- | | 宋朝阳 | 其中：无限售条件股份 | 21,021,000 | 6.57 | 21,021,000 | 6.57 | | 有限售条件股份 | | 63,063,000 | 19.70 | 63,063,000 | 19.70 | | 合计 | | 124,344,739 | 38.85 | 119,772,139 | 37.42 | | 备注： | | | | | | | 1、上述有限售条件股份为"高管锁定股" | | ； | | ...

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。 证券代码：300932 证券简称：三友联众 公告编号：2025-030 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 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。 近日，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 4 日至 2025 年 8 月 6 日期间，通过大宗交易方式合计减持公司股份 1,652,000 股，减持数量 占公司总股本的 0.52%。股东权益变动触及 1%的整数倍。具体情况如下： 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 ...

证券代码：300932 证券简称：三友联众 公告编号：2025-030 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。 一、权益变动触及 1%的情况说明 | 浙江省宁波市北仑区新碶街道兴业一路 | 号二层 | 1 | B-44 | 住所 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 宋朝阳 | 信息披露义务人 | | | | | | | | | | | | | 广东省东莞市塘厦镇莆心湖中心二路 | 号 | 27 | 住所 | | | | | | | | | | | 年 | 月 | 日至 | 年 | 月 | 日 | 2025 | 8 | 4 | 2025 | 8 | 6 | 权益变动时间 | | 三友联众 | 股票简称 | 股票代码 | 300932 ...