Group 1 - Recent increase in stock buybacks and share repurchases among A-share listed companies, with 18 companies announcing related plans this week [1] - Companies such as Sichuan Changhong, China Nuclear Power, and Longfly Fiber have disclosed plans to use special loans for stock buybacks or share increases [1][2] - Sichuan Changhong plans to repurchase shares worth between 250 million and 500 million RMB, with a maximum repurchase price of 14 RMB per share [1][2] Group 2 - China Nuclear Power has obtained a loan commitment of up to 450 million RMB for its planned stock buyback of 300 million to 500 million RMB [2] - Longfly Fiber intends to repurchase shares with a total amount between 160 million and 320 million RMB, with a maximum price of 57.53 RMB per share [4] - Companies like Linglong Tire and Xue Tian Salt Industry have also secured loan commitments of up to 270 million RMB for share increases [3][5] Group 3 - Longhong Huayi plans to repurchase shares worth between 150 million and 300 million RMB, with a maximum price of 9.8 RMB per share [2][3] - Baidao Chemical has announced a share repurchase plan with a total amount between 200 million and 400 million RMB, supported by a loan commitment of up to 360 million RMB [4] - China Railway Industry's major shareholder plans to increase its stake with a minimum investment of 160 million RMB and a maximum of 300 million RMB [5]

Core Viewpoint - Demais is a high-tech enterprise focused on the research, production, and sales of precision shafts and precision cutting parts, aiming to provide high-quality products and integrated services to customers [1][2]. Group 1: Company Performance - In 2024, Demais achieved a record high in operating revenue, acquiring 15 new customers and adding 236 million yuan in orders, with 58 million yuan (24.58%) allocated for new energy vehicle projects [1]. - The company has made significant progress in various automotive applications, including ball screws, electromagnetic valve components, and hydrogen energy vehicle parts [1]. Group 2: Industry Trends - The automotive parts industry is transitioning from traditional manufacturing to intelligent manufacturing, demanding higher precision, quality, and efficiency [2]. - The global automotive parts supply chain is evolving, with 14 of the top 30 suppliers choosing to collaborate with Demais, indicating strong market positioning [2]. Group 3: Future Strategies - Demais plans to enhance its leadership in niche markets through continuous technological innovation and management strategies, while also expanding production capacity and optimizing flexible manufacturing [3]. - The company aims to explore new growth areas, particularly in consumer electronics, healthcare, nuclear power, and robotics, while focusing on new energy vehicle components and autonomous driving systems [3][4]. - Potential future strategies include domestic and international acquisitions to expand production scale, acquire advanced technologies, and enhance sales channels [4].

证券代码：301007 证券简称：德迈仕 公告编号：2025-016 大连德迈仕精密科技股份有限公司 关于收到《中国建设银行贷款承诺书》暨 获得回购公司股份融资支持的公告 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、回购股份方案简介 大连德迈仕精密科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召开第四届董事会第三次会议、第四届董事会独立董事专门会议第一次会议及 第四届监事会第三次会议审议通过，且将于 2025 年 5 月 12 日召开 2024 年年度 股东大会审议的《关于回购公司股份方案的议案》，审议公司使用不低于人民币 5,000 万元（含），不超过人民币 10,000 万元（含）自有资金或自筹资金通过深 圳证券交易所交易系统采用集中竞价交易方式以不超过 23.69 元/股的价格回购 部分公司股份，回购的股份将用于股权激励，该方案尚需公司股东大会审议通过 后方可实施。具体内容详见公司在中国证监会指定信息披露网站巨潮资讯网 （ www.cninfo.com.cn）披露的《关于股份回购方案的公告》。 二、《中国建设银行贷款承诺书 ...

大连德迈仕精密科技股份有限公司 投资者关系活动记录表 证券代码：301007 证券简称：德迈仕 大连德迈仕精密科技股份有限公司 投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 参与德迈仕 2024 年度暨 2025 年第一季度业绩说明会的投资者 时间 2025 年 5 月 7 日下午 15:00~17:00 地点 公司会议室 形式 "全景•投资者关系互动平台"(http://ir.p5w.net) 上市公司接待人 员姓名 德迈仕 董事长、总经理何建平 德迈仕 董事、副总经理、财务总监李健 德迈仕 董事、副总经理骆波阳 德迈仕 董事、副总经理、董事会秘书、首席数据官孙百芸 德迈仕 独立董事杨波 德迈仕 独立董事魏兆成 华创证券 投资银行一部高级副总监、保荐代表人魏驰 投资者关系活动 主要内容介绍 1、你们行业本期整体业绩怎么样？你们跟其他公司比如 何？ 尊敬的投资者，您好!汽车零部件行业稳中向好发展，德迈仕 经营业绩亦稳健增长。感谢您对德迈仕的关注。 2、为了做大做 ...

Core Insights - The company reported a total operating revenue of 151 million yuan for Q1 2025, a year-on-year decrease of 10.6% [1] - The net profit attributable to shareholders was 10.87 million yuan, down 16.37% year-on-year [1] - The net profit after deducting non-recurring items was 9.92 million yuan, a decline of 8.03% compared to the same period last year [1] Financial Metrics - Gross margin stood at 19.52%, an increase of 3.45% year-on-year [5] - Net margin was 7.21%, a decrease of 6.46% year-on-year [5] - Operating expenses as a percentage of revenue were 6.93%, up 1.04% year-on-year [5] - Earnings per share (EPS) was 0.07 yuan, down 12.5% year-on-year [5] - Operating cash flow per share was 0.1 yuan, a significant decrease of 40.25% year-on-year [5] - Book value per share increased to 4.44 yuan, up 2.49% year-on-year [5] Accounts Receivable and Cash Flow - The accounts receivable amounted to 173 million yuan, a year-on-year decrease of 14.89% [6] - Accounts receivable represented 320.38% of the latest annual net profit, indicating a significant concern regarding receivables management [3] - The company's cash and cash equivalents totaled 180 million yuan, reflecting a year-on-year growth of 35.12% [3] - The ratio of cash and cash equivalents to current liabilities was only 86.52%, suggesting potential cash flow issues [3] Debt Situation - Interest-bearing debt increased to 121 million yuan, a year-on-year growth of 23.66% [6]

证券代码：301007 证券简称：德迈仕 公告编号：2025-015 大连德迈仕精密科技股份有限公司 关于回购股份事项前十名股东和前十名无限售条件 股东持股情况的公告 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。 大连德迈仕精密科技股份有限公司(以下简称"公司") 于2025年4 月21日召开 第四届董事会第三次会议、第四届董事会独立董事专门会议第一次会议及第四 届监事会第三次会议，审议通过了《关于回购公司股份方案的议案》，该议案 尚需提交2024年度股东会审议。具体内容详见公司于2025年4月22日披露在巨潮 资讯网（www.cninfo.com）的《关于股份回购方案的公告》。 根据《深圳证券交易所上市公司自律监管指引第9号——回购股份》、《上 市公司股份回购规则》等相关规定，现将公司董事会公告回购股份决议的前一 个 交易日（即2025年4月21日）登记在册的前十名股东和前十名无限售条件股东 的名称、持股数量及持股比例情况公告如下： | 序 | 股东名称 | 持股数量（股） | 持股比例（%） | | --- | --- | --- | --- | | 号 ...

前十大流通股东累计持有： 4037.17万股，累计占流通股比： 26.93%，较上期变化： -70.47万股。 | 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 大连德迈仕（301007）投资有限公司 | 2565.00 | 17.11 | 不变 | | 陈平泽 | 323.27 | 2.16 | -114.73 | | 浦忠琴 | 171.09 | 1.14 | 不变 | | 陈言 | 165.00 | 1.10 | 不变 | | 韩钟伟 | 164.61 | 1.10 | 新进 | | 潘但铨 | 146.01 | 0.97 | 新进 | | USB AG | 141.69 | 0.94 | 新进 | | 潘异 | 127.71 | 0.85 | 新进 | | 吴晓东 | 125.26 | 0.84 | 不变 | | 鞠志晨 | 107.53 | 0.72 | 不变 | | 较上个报告期退出前十大股东有 | | | | | 上海犁得尔私募基金管理有限公司-犁得尔睿源2号私募 证券投资基金 | 1 ...

证券代码：301007 证券简称：德迈仕 公告编号：2025-013 大连德迈仕精密科技股份有限公司 第四届董事会第四次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 5、本次公司董事会召开符合《中华人民共和国公司法》等法律、法规和《公 司章程》的规定。 二、董事会会议审议情况 1、审议通过《2025 年第一季度报告的议案》 公司 2025 年第一季度报告真实反映了公司 2025 年第一季度的财务状况 和经营成果，不存在虚假记载、误导性陈述或重大遗漏。 具 体 内 容 详 见 公 司 在 中 国 证 监 会 指 定 信 息 披 露 网 站 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的《2025 年第一季度报告》。 本议案已经公司第四届董事会审计委员会第四次会议审议通过。 1、大连德迈仕精密科技股份有限公司（以下简称"公司"）本次会议通知 于 2025 年 4 月 25 日以书面方式等《公司章程》规定的方式送达至各位董事。 2、本次公司董事会于 2025 年 4 月 28 日下午 13：00 以现场及通讯 ...

Financial Performance - The company's revenue for Q1 2025 was ¥150,892,215.43, a decrease of 10.60% compared to ¥168,776,265.85 in the same period last year[5] - Net profit attributable to shareholders was ¥10,873,539.12, down 16.37% from ¥13,002,650.94 year-on-year[5] - Basic and diluted earnings per share were both ¥0.07, reflecting a decline of 12.50% from ¥0.08 in the same period last year[5] - Operating profit for the current period is 12,798,088.28, down from 14,901,849.82, reflecting a decline of 14.1%[19] - The company's net profit for the current period is 10,873,539.12, a decrease of 16.4% compared to 13,002,650.94 in the previous period[19] - The total comprehensive income attributable to the parent company is 10,873,539.12, compared to 13,002,650.94 in the previous period, indicating a decrease of 16.4%[19] Cash Flow - The net cash flow from operating activities decreased by 40.25%, amounting to ¥14,988,296.51 compared to ¥25,086,421.09 in the previous year[5] - Cash flow from operating activities is 14,988,296.51, a decrease of 40.4% from 25,086,421.09 in the previous period[21] - The net cash flow from investing activities decreased by 46.91%, amounting to -¥4,381,049.18 compared to -¥8,251,760.95 in the previous year[9] - The net cash flow from investing activities is -4,381,049.18, an improvement from -8,251,760.95 in the previous period[21] - The company experienced a net increase in cash and cash equivalents of 9,967,476.29, compared to 30,934,885.07 in the previous period, a decline of 67.7%[22] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,035,027,429.08, a slight decrease of 0.68% from ¥1,042,074,624.30 at the end of the previous year[5] - Total assets amounted to CNY 1,035,027,429.08, down from CNY 1,042,074,624.30, a decrease of 0.7%[17] - Total liabilities decreased to CNY 353,477,466.56 from CNY 371,398,200.90, a decline of 4.8%[16] Income and Expenses - Other income decreased by 35.90%, totaling ¥1,718,269.90 compared to ¥2,680,703.07 in the previous year[9] - Total operating revenue for the current period was CNY 150,892,215.43, a decrease of 10.4% compared to CNY 168,776,265.85 in the previous period[18] - Total operating costs decreased to CNY 139,812,397.05, down 10.7% from CNY 156,549,663.80 in the previous period[18] - The company reported a decrease in research and development expenses to CNY 6,313,385.10 from CNY 6,553,295.65, a reduction of 3.7%[18] Equity and Return - The company's weighted average return on equity was 1.61%, down from 1.97% in the previous year[5] - The total equity attributable to shareholders increased to CNY 681,549,962.52 from CNY 670,676,423.40, an increase of 1.3%[17] Receivables and Inventory - The company reported a significant increase in receivables financing by 101.11%, reaching ¥13,954,934.63 compared to ¥6,938,904.11 at the beginning of the year[9] - Accounts receivable decreased to CNY 172,942,669.73 from CNY 185,113,784.42, a decline of 6.4%[15] - Inventory slightly decreased to CNY 120,837,524.14 from CNY 121,380,581.56, a reduction of 0.4%[15] Government Support - The company received government subsidies of ¥1,096,788.86, which are closely related to its normal business operations[6] Audit Status - The company has not undergone an audit for the first quarter report[23]

2025年4月22日，德迈仕公司发布了2024年年报。报告显示，公司全年营业总收入为6.90亿元，同比增 长6.77%；归属净利润为0.54亿元，同比增长1.18%；扣非净利润为5138.38万元，同比增长0.06%。尽管 公司在新能源汽车领域取得了一定进展，但整体业绩增长乏力，净利润增速明显放缓，显示出公司在市 场竞争中面临的压力。 报告期内，德迈仕新增了15家客户，新增在手订单2.36亿元，其中新能源汽车项目订单占比达到 24.58%。公司为博世、爱信精机、马勒等全球知名汽车零部件供应商提供了新能源汽车相关零部件， 最终用户包括特斯拉、比亚迪、大众等知名汽车品牌。尽管公司在新能源汽车领域取得了一定进展，但 整体市场拓展仍然有限，新增订单规模相对较小，未能显著推动公司业绩的快速增长。 营收增长乏力，净利润增速放缓 德迈仕2024年的营业总收入为6.90亿元，同比增长6.77%，较2023年的12.24%增速大幅下降。归属净利 润为0.54亿元，同比增长1.18%，远低于2023年的13.71%增速。扣非净利润为5138.38万元，同比增长 0.06%，几乎与上年持平。从滚动环比增长率来看，营业总收入下降了1 ...