Group 1 - The core viewpoint of the news is that Tengya Precision Engineering Co., Ltd. has shown significant trading activity and financial performance, with a notable increase in financing and a positive trend in revenue and profit growth [1][2]. Group 2 - On September 1, Tengya Precision's stock price fell by 1.01%, with a trading volume of 145 million yuan. The financing buy-in amount for that day was 45.01 million yuan, while the financing repayment was 9.9964 million yuan, resulting in a net financing buy-in of 35.0177 million yuan. The total financing and securities balance reached 113 million yuan [1]. - The financing balance of Tengya Precision is currently 113 million yuan, accounting for 4.06% of its circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - On the same day, there were no shares repaid in securities lending, with 100 shares sold, amounting to 1,966 yuan at the closing price. The securities lending balance also reached 1,966 yuan, exceeding the 90th percentile level over the past year [1]. Group 3 - As of August 29, the number of shareholders of Tengya Precision was 8,658, a decrease of 0.52% from the previous period. The average circulating shares per person increased by 0.52% to 13,554 shares [2]. - For the first half of 2025, Tengya Precision achieved an operating income of 295 million yuan, representing a year-on-year growth of 1.37%. The net profit attributable to the parent company was 970,200 yuan, showing a significant year-on-year increase of 110.30% [2]. - Since its A-share listing, Tengya Precision has distributed a total of 145 million yuan in dividends [2]. - As of June 30, 2025, Citic Prudential Multi-Strategy Mixed Fund (LOF) A has exited the list of the top ten circulating shareholders of Tengya Precision [2].

证券代码：301125 证券简称：腾亚精工 公告编号：2025-068 南京腾亚精工科技股份有限公司 关于为控股子公司提供担保的进展公告 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。 法定代表人：王龙 成立日期：2023 年 5 月 16 日 一、担保情况概述 南京腾亚精工科技股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日 召开第三届董事会第三次会议，审议通过了《关于为控股子公司提供担保的议案》， 同意公司拟为控股子公司江苏腾亚工具有限公司（以下简称"腾亚工具"）向江 苏银行股份有限公司南通分行不超过人民币 1,000 万元的综合授信额度申请提供 担保。具体内容详见公司于 2025 年 8 月 27 日在巨潮资讯网（www.cninfo.com.cn） 上披露的《关于为控股子公司提供担保的公告》（公告编号：2025-066）。 二、担保进展情况 近日，公司与江苏银行股份有限公司南通分行签署了《最高额保证合同》， 为腾亚工具向江苏银行股份有限公司南通分行申请不超过人民币 1,000 万元的综 合授信额度提供连带责任保证担保。 本次担保前，公 ...

Group 1 - The core viewpoint of the news is that Tengya Precision Engineering experienced a decline in stock price and significant changes in financing activities on August 28, with a net financing outflow of 440.41 million yuan [1] - On August 28, Tengya Precision Engineering's stock fell by 2.87%, with a trading volume of 149 million yuan [1] - The financing balance of Tengya Precision Engineering reached 77.71 million yuan, accounting for 2.79% of its market capitalization, indicating a high level compared to the past year [1] Group 2 - As of August 20, the number of shareholders of Tengya Precision Engineering was 8,703, a slight decrease of 0.19% from the previous period [2] - For the first half of 2025, Tengya Precision Engineering reported a revenue of 295 million yuan, a year-on-year increase of 1.37%, and a net profit attributable to shareholders of 970,200 yuan, which represents a significant growth of 110.30% [2] - Since its A-share listing, Tengya Precision Engineering has distributed a total of 145 million yuan in dividends [2]

Core Viewpoint - Tengya Precision Engineering (301125) reported a revenue of 295 million yuan for the first half of 2025, reflecting a year-on-year increase of 1.37%, while the net profit attributable to shareholders reached 970,200 yuan, up 110.3% year-on-year [1] Financial Performance - The company's gross profit margin improved to 25.02%, an increase of 12.56% year-on-year, and the net profit margin rose by 71.93% to -1.5% [1] - Total sales, management, and financial expenses amounted to 50.81 million yuan, accounting for 17.23% of revenue, which is a year-on-year increase of 3.88% [1] - Earnings per share increased by 110.38% to 0.01 yuan, while operating cash flow per share rose by 107.91% to 0.02 yuan [1] Cash Flow and Debt Analysis - The net cash flow from operating activities increased by 107.91%, attributed to higher cash receipts from sales and reduced tax payments [4] - The company experienced a 32.76% decrease in cash and cash equivalents due to reduced collections and increased fixed asset investments [2] - Short-term borrowings increased by 56.15% to supplement working capital [3] Business Model and Market Position - The company's performance is primarily driven by research and marketing efforts, necessitating a thorough examination of the underlying factors [5] - The historical return on invested capital (ROIC) was 0.25%, indicating a weak capital return, while the median ROIC since listing has been 21.03% [4] Fund Holdings - The largest fund holding Tengya Precision Engineering is Qianhai Kaiyuan Quantitative Preferred A, with 44,800 shares newly entering the top ten holdings [7] - Other funds that have recently increased their holdings include Minsheng Jianyin and Huaxia Stable Growth [7] Analyst Expectations - Analysts project the company's performance for 2025 to reach 47 million yuan, with an average earnings per share estimate of 0.33 yuan [6]

Group 1: Company Performance - In the first half of 2025, the company achieved operating revenue of 294.83 million yuan, a year-on-year increase of 1.37% [2] - The net profit attributable to shareholders was 970,200 yuan, reflecting a significant year-on-year growth of 110.30% [2] - The company effectively implemented cost reduction strategies and maintained good control over operating expenses, resulting in a stable overall business performance [2] Group 2: Business Segmentation - The company operates in two main business segments: power tools and construction hardware products [3] - In the first half of 2025, the power tools segment generated revenue of 212.83 million yuan, accounting for 74.05% of the company's main business revenue [3] - The construction hardware segment achieved revenue of 64.34 million yuan, representing 22.39% of the main business revenue [3] Group 3: Competitive Advantages - The company possesses advanced R&D capabilities, having independently developed various fastening tools and electric tools, which supports product upgrades and market expansion [3] - It has strong in-house manufacturing capabilities across three major factories, ensuring cost control and potential for business diversification [3] - The company employs a mature marketing network, utilizing both direct sales and distribution channels, and is expanding its presence on e-commerce platforms [3] Group 4: Related Party Transactions - The company provides comprehensive processing services for related party Nanjing Tengya Robot Technology Co., Ltd., including components for lawn mowers and pool cleaning robots [4] - The estimated total amount of related transactions for 2025 is projected to be 6,000 yuan (including tax), with actual transactions in the first half of 2025 being 1,023.23 million yuan (excluding tax) [4] Group 5: International Business Outlook - The company's overseas business primarily targets markets in Japan, Europe, and the Belt and Road Initiative regions, with minimal impact from current tariff policies [4] - Strategies to enhance core competitiveness include increasing technological innovation, strengthening customer relationships, and diversifying business and market layouts [4]

Group 1 - The core viewpoint of the news is that Tengya Precision Industry (301125.SZ) reported a decline in institutional ownership in its semi-annual report for 2025, with a total of 9 institutional investors holding 56.15 million shares, accounting for 39.61% of the total share capital, which is a decrease of 2.05 percentage points compared to the previous quarter [1] - The report indicates that three new public funds were disclosed this period, including Qianhai Kaiyuan Quantitative Preferred A, Minsheng Jia Yin Specialized New Selection Mixed Initiation A, and Huaxia Stable Growth One-Year Holding Mixed A [1] - Five public funds were not disclosed in this period compared to the previous quarter, including CITIC Prudential Multi-Strategy Mixed (LOF) A, Jianxin Flexible Allocation Mixed A, CITIC Prudential Prosperity Preferred Mixed A, CITIC Prudential Anxin Return Bond A, and Zhongjia Specialized New Quantitative Stock Selection Mixed Initiation A [1] Group 2 - From the perspective of foreign investment, three new foreign institutions were disclosed this period, including BARCLAYS BANK PLC, J.P. Morgan Securities PLC - proprietary funds, and UBS AG [2]

Group 1 - The company, Tengya Precision (301125.SZ), reported a revenue of 295 million yuan for the first half of 2025, representing a year-on-year growth of 1.37% [1] - The net profit attributable to shareholders of the listed company was 970,200 yuan, marking a turnaround from a loss to profit compared to the previous year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 147,500 yuan [1] - The basic earnings per share were reported at 0.0069 yuan [1]

2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 南京腾亚精工科技股份有限公司 | 编制单位：南京腾亚精工科技股份有限公司 | | | | | | | | | | 单位：人民币万元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司 的关联关系 | 上市公司核算的 会计科目 | 2025年期初 占用资金余额 | 2025年度占用累计 | 2025年度占用 | 2025年度偿还累计 发生金额 | 2025年期末 占用资金余额 | 占用形成原因 | 占用性质 | | | | | | | 发生金额 （不含利息） | 资金的利息 （如有） | | | | | | 控股股东、实际控制人及其附属 | | | | | | | | | | | | 企业 | | | | | | | | | | | | 小 计 | | | | | | | | | | | | 前控股股东、实际控制人及其附 | | | | | | | | | | | | 属企业 | | | | | | ...

证券代码：301125 证券简称：腾亚精工 公告编号：2025-067 南京腾亚精工科技股份有限公司 关于 2025 年半年度计提信用减值准备、资产减值准 备及核销资产的公告 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。 南京腾亚精工科技股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第三届董事会第三次会议，审议通过了《关于 2025 年半年度计提信用减 值准备、资产减值准备及核销资产的议案》。现将相关情况公告如下： 一、2025 年半年度计提信用减值准备、资产减值准备及核销资产概况 （一）计提信用减值准备、资产减值准备及核销资产的原因 根据《企业会计准则》及公司会计政策的相关规定，为客观、公允地反映公 司财务状况、资产价值及经营成果，本着谨慎性原则，公司对截至 2025 年 6 月 30 日的各类资产进行了全面清查和减值测试，对各项资产减值的可能性进行了 充分的评估和分析，对存在减值迹象的资产计提减值准备，同时对部分无法收回 或无使用价值的资产进行核销。 （二）本次计提信用减值准备、资产减值准备的范围和金额 2025 年半年度，公司对 ...

南京腾亚精工科技股份有限公司 关于为控股子公司提供担保的公告 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。 南京腾亚精工科技股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第三届董事会第三次会议，审议通过了《关于为控股子公司提供担保的议 案》，同意公司拟为控股子公司江苏腾亚工具有限公司（以下简称"腾亚工具"） 提供担保，现将相关情况公告如下： 一、担保情况概述 证券代码：301125 证券简称：腾亚精工 公告编号：2025-066 为满足业务发展及经营需要，公司控股子公司腾亚工具拟向江苏银行南通分 行申请不超过人民币 1,000 万元的综合授信额度，用于日常经营活动流动资金贷 款、银行承兑汇票、信用证、保函、票据贴现、保理等，授信期限为 1 年。为支 持其经营发展，公司拟为该笔融资提供连带责任保证担保，担保债权最高金额为 人民币 1,000 万元。实际担保金额、担保期限及其他具体事宜以公司及腾亚工具 与银行实际签署的合同及法律文件为准。为提高工作效率，公司董事会授权法定 代表人或其他授权代表全权代表公司签署上述担保相关的合同及法律文件。 ...