智通财经4月29日电，中粮科工(301058.SZ)公告称，公司持股5%以上股东盛良投资及其一致行动人计划 在本公告披露之日起15个交易日后的3个月内，以大宗交易和集中竞价的方式减持公司股份合计不超过 15,368,226股，不超过公司总股本的3%。 中粮科工：股东拟减持不超过3%公司股份 ...

证券代码：301058 证券简称：中粮科工 公告编号：2025-042 中粮科工股份有限公司 关于持股 5%以上股东及其一致行动人减持股份预披露公告 本公司持股 5%以上股东共青城盛良投资管理合伙企业（有限合伙）及其一致 行动人共青城盛良一豪投资合伙企业（有限合伙）、共青城盛良二豪投资合伙企 业（有限合伙）、共青城盛良三豪投资合伙企业（有限合伙）和共青城盛良四豪 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。 特别提示： 1.拟减持原因：股东个人资金需求。 2.股份来源：公司首次公开发行股票上市前持有的股份。 3.拟减持数量及比例：在上述减持期间内，盛良投资、盛良一豪、盛良二豪、 盛良三豪、盛良四豪合计减持本公司股份不超过 15,368,226 股（占本公司总股本 比例不超过 3%），并按各自持股数量的比例等比例进行减持。其中，以集中竞 价方式减持不超过 5,122,742 股，不超过公司总股本 1%，且在任意连续 90 个自 然日内减持股份的总数不超过公司总股本的 1%；以大宗交易 ...

Core Viewpoint - The company reported a revenue of 2.65 billion in 2024, a year-on-year increase of 9.8%, and a net profit attributable to shareholders of 234 million, up 7.3%, slightly below expectations due to higher-than-expected impairment provisions caused by slower cash collection [1] Financial Performance - In Q4 2024 and Q1 2025, the company achieved revenues of 1.32 billion and 470 million, respectively, with year-on-year growth of 32.4% and 32.2% [1] - The new orders signed in 2024 amounted to 3.87 billion, reflecting a year-on-year increase of 9.2% [1] - The company’s comprehensive gross margin for 2024 was 25.49%, an increase of 0.75 percentage points year-on-year [2] - The operating cash flow for 2024 was 514 million, an increase of 82 million year-on-year, with a cash collection/payment ratio of 106.4%/86.4% [3] Business Segmentation - In 2024, revenue from design consulting, electromechanical engineering, and equipment manufacturing was 610 million, 1.575 billion, and 399 million, respectively, with year-on-year changes of +0.63%, +46.64%, and -28.35% [2] - The design business is successfully extending into electromechanical engineering, contributing to rapid revenue growth in this segment [2] Cost and Profitability - The company’s expense ratio for 2024 was 11.5%, a decrease of 0.69 percentage points year-on-year, with net profit margin at 8.81%, down 0.2 percentage points [3] - The impairment expense as a percentage of revenue increased by 2.25 percentage points to 4.11% in 2024 [3] Future Outlook and Valuation - The company expects a favorable outlook in grain storage construction, while cold chain logistics design demand may face pressure, leading to a downward revision of future revenue forecasts [4] - Projected net profits for 2025-2027 are 268 million, 294 million, and 318 million, reflecting changes of -7.5% and -9.3% [4] - The target price is set at 12.57, based on a 24x PE for 2025, maintaining a "buy" rating [4]

Group 1 - The company reported a revenue of 2.65 billion yuan for 2024, representing a year-over-year increase of 9.8%, with a net profit attributable to shareholders of 230 million yuan, up 7.3% year-over-year [1] - In Q4 2024, the company achieved a revenue of 1.32 billion yuan, a year-over-year increase of 32.4% and a quarter-over-quarter increase of 201.6%, with a net profit of 120 million yuan, up 6.2% year-over-year and 258.8% quarter-over-quarter [1] - For Q1 2025, the company reported a revenue of 470 million yuan, a year-over-year increase of 32.2%, but a quarter-over-quarter decrease of 64.1%, with a net profit of 40 million yuan, up 7.6% year-over-year and down 68.7% quarter-over-quarter [1] Group 2 - The company has seen a trend of improvement in its order backlog, with contract liabilities reaching 842 million yuan by the end of 2024, indicating a strong certainty of revenue growth in the future [2] - In 2024, the company signed new orders totaling 3.871 billion yuan, an increase of 327 million yuan from 2023, representing a year-over-year growth of 9.22% [2] - The company is expected to benefit from the ongoing trend of high-standard grain storage construction, supported by national policies promoting the modernization of grain storage and logistics [2] Group 3 - The company's operating performance slightly exceeded expectations, but unexpected credit impairment losses affected overall results, leading to a downward revision of profit forecasts for 2025-2026 [3] - The revised profit forecasts for 2025, 2026, and 2027 are 290 million yuan, 345 million yuan, and 409 million yuan respectively, with corresponding valuations of 19, 16, and 14 times [3] - The company maintains a rating of "overweight" despite potential risks related to the pace of order conversion and the impact of credit impairment [3]

上 市 公 司 建筑装饰 2025 年 04 月 27 日 中粮科工 (301058) ——在手订单持续改善，关注粮仓高质量发展升级 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 04 月 25 日 | | --- | --- | | 收盘价（元） | 10.81 | | 一年内最高/最低（元） | 14.88/7.59 | | 市净率 | 2.7 | | 股息率%（分红/股价） | 1.39 | | 流通 A 股市值（百万元） | 5,538 | | 上证指数/深证成指 | 3,295.06/9,917.06 | | 注："股息率"以最近一年已公布分红计算 | | 04-25 05-25 06-25 07-25 08-25 09-25 10-25 11-25 12-25 01-25 02-25 03-25 04-25 -40% -20% 0% 20% 40% 中粮科工 沪深300指数 (收益率) 相关研究 证券分析师 任杰 A0230522070003 renjie@swsresearch.com 宋涛 A0230516070001 songtao@swsresearch.c ...

Core Viewpoint - The company reported a revenue of 2.652 billion yuan for 2024, representing a year-on-year increase of 9.84%, and a net profit attributable to shareholders of 234 million yuan, up 7.34% year-on-year, indicating stable growth in both revenue and profit [1] Financial Performance - For 2024, the company's gross margin was 25.49%, an increase of 0.75 percentage points year-on-year, while the expense ratio was 11.5%, a decrease of 0.69 percentage points [2] - The cash flow from operations (CFO) net amount was 514 million yuan, an increase of 82 million yuan year-on-year, with collection and payment ratios at 106.42% and 86.42%, respectively [2] Business Segmentation - In 2024, the company achieved revenues of 610 million yuan from design consulting, 1.575 billion yuan from electromechanical engineering system delivery, and 399 million yuan from equipment manufacturing, with the electromechanical engineering segment showing a significant year-on-year growth of 46.64% [1] - The gross margins for the respective segments were 47.90%, 19.78%, and 13.28%, with notable improvements in gross margins for design consulting and electromechanical engineering [1] Long-term Investment Outlook - The company is expected to benefit from the ongoing demand for grain storage and cold chain logistics, with a positive outlook on the high-end, intelligent, and green development trends in the grain and oil processing industry [1][3] - The projected net profits for 2025-2027 are estimated at 280 million, 340 million, and 400 million yuan, respectively, reflecting a slight downward revision from previous estimates [3]

Financial Performance - Company reported a total revenue of 474 million yuan for Q1 2025, representing a year-on-year increase of 32.21% compared to 358 million yuan in Q1 2024 [1] - The net profit attributable to the parent company for Q1 2025 was 36.96 million yuan, up 7.6% from 34.35 million yuan in the same period last year [1] - The gross profit margin decreased to 19.85%, down 25.69% year-on-year, while the net profit margin fell to 7.87%, a decrease of 14.51% [1] - The company’s accounts receivable reached 704 million yuan, which is 301.43% of the net profit, indicating a significant amount of receivables relative to profit [1][3] Operational Insights - The company is focusing on technological innovation and aims to enhance its production capabilities by adopting new technologies and equipment [5] - The company has established a service product list and a key innovation list to leverage its expertise in agricultural cold chain technology, facilitating the transformation of traditional agricultural industries [5] - The company is actively integrating into the COFCO Group's industrial ecosystem to promote high-quality development [5] Market Outlook - The grain and oil processing industry is expected to see increased demand for quality, safety, and health, necessitating technological upgrades among processing enterprises [7] - The grain storage and logistics sector faces challenges such as inadequate storage capacity and outdated facilities, but government policies are pushing for modernization and technological advancements [7][8] - Recent government initiatives emphasize reducing food waste and improving grain storage standards, which may create opportunities for companies in the sector [8] Strategic Direction - The company plans to focus on upgrading traditional industries, high-end equipment manufacturing, and green low-carbon development, using digitalization and innovation as key drivers [9] - The company aims to enhance its core competitiveness and value creation capabilities while adhering to regulatory guidelines for market value management [6]

中国国际金融股份有限公司 关于中粮科工股份有限公司 预计 2025 年度日常性关联交易额度的核查意见 中国国际金融股份有限公司（以下简称"保荐机构"）作为中粮科工股份有 限公司（以下简称"中粮科工"或"公司"）的保荐机构，根据《中华人民共和 国公司法》《中华人民共和国证券法》《证券发行上市保荐业务管理办法》《深圳 证券交易所创业板股票上市规则（2024 年修订）》《深圳证券交易所上市公司自 律监管指引第 2 号——创业板上市公司规范运作（2023 年 12 月修订）》《深圳证 券交易所上市公司自律监管指引第 7 号——交易与关联交易》《深圳证券交易所 上市公司自律监管指引第 13 号——保荐业务》等相关法律法规和规范性文件的 要求，对中粮科工预计 2025 年度日常性关联交易额度事项进行了核查，具体情 况如下： 一、日常关联交易基本情况 （一）日常关联交易概述 中粮科工及其子公司（以下简称"公司子公司"，与中粮科工合称"公司及 其子公司"）拟在 2025 年与中粮集团有限公司（以下简称"中粮集团"）及中粮 集团的其他下属子公司（以下合称"中粮集团及其子公司"），以及其他关联企 业发生物业租赁、购买商品或接受劳 ...

中 粮 科 工股 份 有限 公 司 审计报告 天职业字[2025] 3306 号 | | | 目 | 录 | | | --- | --- | --- | --- | --- | | 审计报告 | | | | 1 | | 2024 | 年度财务报表 | | | 5 | | 2024 | 年度财务报表附注 | | | 17 | 审计报告 天职业字[2025]3306 号 中粮科工股份有限公司全体股东： 一、审计意见 我们审计了中粮科工股份有限公司（以下简称"中粮科工"）财务报表，包括 2024 年 12 月 31 日的合并及母公司资产负债表，2024 年度的合并及母公司利润表、合并及母公司现金流 量表、合并及母公司股东权益变动表，以及相关财务报表附注。 关键审计事项是我们根据职业判断，认为对本期财务报表审计最为重要的事项。这些事项 的应对以对财务报表整体进行审计并形成审计意见为背景，我们不对这些事项单独发表意见。 1 审计报告（续） 天职业字[2025]3306 号 | 关键审计事项 | 该事项在审计中是如何应对的 | | --- | --- | | 1、营业收入确认 | | | 2024年度中粮科工营业收入金 ...

中国国际金融股份有限公司（以下简称"保荐机构"）作为中粮科工股份 有限公司（以下简称"中粮科工"或"公司"）持续督导工作的保荐机构，根 据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上市规则》 《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》及 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等相关法律法规和规范性文件的要求，对中粮科工与中粮财务有限责任公司 （以下简称"财务公司"或"乙方"）拟续签《金融服务协议》暨关联交易的事项 进行了审慎核查，具体情况如下： 一、关联交易概述 为优化财务管理、提高资金使用效率、降低融资成本和融资风险，经友好 协商，公司与财务公司拟签订《金融服务协议》，由财务公司为公司及子公司提 供存款、贷款、结算等经金融监管机构批准财务公司可以从事的金融服务业务， 拟签订的《金融服务协议》有效期为一年。财务公司与公司属受同一主体中粮 集团有限公司（以下简称"中粮集团"）控制的关联企业。根据《深圳证券交易 所创业板股票上市规则（2024年修订）》《深圳证券交易所上市公司自律监管指 引第7号——交易与关联交易（2025年修订）》 ...