金融界消息 截至2025年8月19日收盘，腾亚精工（301125）报收于20.05元，下跌1.67%，换手率 6.13%，成交量7.20万手，成交金额1.43亿元。 天眼查商业履历信息显示，南京腾亚精工科技股份有限公司，成立于2000年，位于南京市，是一家以从 事汽车制造业为主的企业。企业注册资本14175.792万人民币，实缴资本5430万人民币。公司法定代表 人为徐家林。 通过天眼查大数据分析，南京腾亚精工科技股份有限公司共对外投资了9家企业，参与招投标项目5次， 知识产权方面有商标信息24条，专利信息153条，此外企业还拥有行政许可39个。 来源：金融界 腾亚精工最新一期业绩显示，截至2025一季报，公司营业总收入1.56亿元、同比增长12.42%，归属净利 润92.35万元，同比增长118.28%，扣非净利润79.69万元，同比增长115.25%，流动比率1.311、速动比率 0.782、资产负债率38.57%。 资金流向方面，今日主力资金净流出1329.86万元，占比成交额9.27%。其中，超大单净流出1348.64万 元、占成交额9.4%，大单净流入18.78万元、占成交额0.13%，中单净流出流 ...

证券代码：301125 证券简称：腾亚精工 公告编号：2025-062 南京腾亚精工科技股份有限公司 关于与关联方共同投资设立合资公司暨关联交易的 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。 一、关联交易概述 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 4 日 召开第三届董事会第二次会议，审议通过了《关于与关联方共同投资设立合资公 司暨关联交易的议案》，同意公司与南京运冀创业投资中心（有限合伙）（以下 简称"南京运冀"）、湖南科众兄弟科技有限公司（以下简称"湖南科众"）、 北京叁玖叁科技有限公司（以下简称"叁玖叁"）共同投资设立南京腾亚科众智 能装备科技有限公司（暂定名，具体以工商行政管理部门核准为准，以下简称"合 资公司"）。其中，公司以货币出资 400 万元，占合资公司注册资本的 40%；南 京运冀以货币出资 200 万元，占合资公司注册资本的 20%；湖南科众以技术出资 320 万元，占合资公司注册资本的 32%；叁玖叁以货币出资 80 万元，占合资公 司注册资本的 8%。具体内容详见公司于 2025 年 8 ...

Core Viewpoint - Tengya Precision Engineering announced that neither the company nor its controlling subsidiaries provide guarantees to entities outside the consolidated financial statements, nor do they have overdue guarantees, guarantees involved in litigation, or losses due to guarantees resulting in adverse judgments [2] Summary by Relevant Categories - **Company Guarantees** - The company confirmed the absence of guarantees provided to external entities [2] - There are no overdue guarantees reported [2] - **Legal and Financial Liabilities** - The company stated that it is not involved in any litigation related to guarantees [2] - There are no losses incurred from guarantees that resulted in adverse judgments [2]

证券代码：301125 证券简称：腾亚精工 公告编号：2025-061 南京腾亚精工科技股份有限公司 关于为全资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。 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 3 月 4 日 召开第二届董事会第二十二次会议和第二届监事会第二十二次会议，审议通过了 《关于公司 2025 年度为全资子公司提供担保额度预计的议案》，同意公司拟为 全资子公司安徽腾亚科技有限公司（以下简称"安徽腾亚"）、南京至道机械制 造有限公司（以下简称"至道机械"）向银行及其他金融机构申请授信（包括但 不限于流动资金贷款、项目贷款、贸易融资、银行承兑汇票、信用证、保函、票 据贴现、保理、出口押汇等相关业务）提供担保。提供担保的形式包括但不限于 信用担保（含一般保证、连带责任保证等）、抵押担保、质押担保或多种担保方 式相结合等形式。预计提供担保额度总计不超过人民币 2,000 万元，其中为安徽 腾亚提供担保额度人民币 1,000 万元，为至道机械提供担保额度人民币 1,000 万 元。担保额 ...

Core Viewpoint - The company, Tengya Precision Engineering, has shown positive performance with a recent stock increase and is benefiting from its designation as a "specialized, refined, characteristic, and innovative" enterprise, along with favorable conditions from the depreciation of the RMB and trade relations with Russia [2][3]. Company Overview - Tengya Precision Engineering, established on August 15, 2000, is located in Jiangning District, Nanjing, Jiangsu Province. The company was listed on June 8, 2022, and focuses on the research, production, and sales of nail fastening materials and construction hardware products. Its main business revenue composition includes 75.01% from power tools, 22.48% from construction hardware, and 2.51% from other products [7]. Financial Performance - For the first quarter of 2025, the company achieved a revenue of 156 million, representing a year-on-year growth of 12.42%. The net profit attributable to the parent company was 923,500, marking a significant increase of 118.28% [7]. Market Position and Investment Appeal - The company has been recognized as a "little giant" enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and high market share [2]. - As of August 8, 2023, the company had a total market capitalization of 2.842 billion, with a trading volume of 193 million and a turnover rate of 8.18% [1]. Shareholder Information - As of March 31, 2025, the company had 8,720 shareholders, with an average of 13,458 circulating shares per person, reflecting a slight increase in shareholder numbers [7]. - The company has distributed a total of 145 million in dividends since its A-share listing [8]. Technical Analysis - The average trading cost of the stock is 18.50, with recent accumulation activity noted, although the strength of this accumulation is not strong. The current stock price is fluctuating between resistance at 20.82 and support at 18.80, suggesting potential for range trading [6]. Capital Flow Analysis - On the latest trading day, the main capital inflow was 1.6312 million, accounting for 0.01% of the total, with a ranking of 62 out of 243 in the industry. The main capital trend is not clearly defined, with no significant continuous inflow or outflow observed [4][5].

Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for the stock price in the next six months [4]. Core Views - The company is expected to see a significant increase in net profit, with a projected growth of 118.09% year-on-year in 2024, reaching a net profit of 10.39 million yuan [2]. - The company has a strong foothold in the power tools market, having developed core technologies for gas nail guns, which has allowed it to break foreign technology barriers [2]. - The company is expanding its product line through acquisitions, such as the acquisition of Tengya Iron Anchor, which enhances its electric tool offerings [2]. - The garden robot market is transforming, with the company focusing on developing various garden maintenance robots, including smart lawn mowers [3]. - The company has established a subsidiary dedicated to robotics, indicating a strategic shift towards automation in garden maintenance [3]. Financial Summary - The company’s revenue is projected to grow from 607 million yuan in 2024 to 2.776 billion yuan in 2027, reflecting a compound annual growth rate (CAGR) of 52.4% [5]. - The net profit is expected to increase significantly, from 10 million yuan in 2024 to 272 million yuan in 2027, with a remarkable growth rate of 333.54% in 2026 [5]. - The earnings per share (EPS) is forecasted to rise from 0.07 yuan in 2024 to 1.92 yuan in 2027, indicating strong profitability growth [5]. - The price-to-earnings (P/E) ratio is projected to decrease from 151.02 in 2024 to 10.26 in 2027, suggesting an improving valuation as earnings grow [5]. Market Position - The company has established long-term partnerships with major Japanese home improvement chains, enhancing its competitive position in the hardware export market [2]. - The smart lawn mower products have gained popularity overseas, indicating a successful entry into the international market [3].

Group 1 - The company's main product, gas nail guns, has experienced a slight decline in sales in the domestic market due to the impact of the real estate industry [2] - The company has successfully mass-produced and sold its self-developed pneumatic nail guns and lithium battery nail guns, expanding the application scenarios of nail guns from high-altitude window fastening to home decoration, repair, and infrastructure [2]

Group 1 - The company, Tengya Precision, announced the approval of a proposal to jointly invest with related parties to establish a joint venture [2] - This decision was made during the second meeting of the third board of directors [2] - The announcement was made on the evening of August 4 [2] Group 2 - The proposal involves related party transactions [2] - The establishment of the joint venture is expected to enhance the company's operational capabilities [2] - The details regarding the investment amount and specific terms of the joint venture were not disclosed in the announcement [2]

Core Viewpoint - The company plans to establish a joint venture named Tengya Kezhong with Nanjing Yunjie, Hunan Kezhong Brothers Technology Co., Ltd., and Beijing 393 Technology Co., Ltd. to develop, produce, and sell robotic joints [1] Group 1: Joint Venture Details - The registered capital of Tengya Kezhong is set at RMB 10 million [1] - The company will contribute RMB 4 million, representing 40% of the joint venture's registered capital [1] - Nanjing Yunjie will invest RMB 2 million, accounting for 20% of the registered capital [1] - Hunan Kezhong will contribute technology valued at RMB 3.2 million, which is 32% of the registered capital [1] - Beijing 393 will invest RMB 800,000, making up 8% of the registered capital [1]

Group 1 - The core point of the article is that Tengya Precision (301125.SZ) plans to jointly invest in a new company, Tengya Kezhong, with three other partners to develop, produce, and sell robotic joints [1] - The registered capital of Tengya Kezhong is set at RMB 10 million, with Tengya contributing RMB 4 million, which represents 40% of the total registered capital [1] - The other partners include Nanjing Yunjie, which will contribute RMB 2 million (20%), Hunan Kezhong Brothers Technology Co., Ltd. contributing RMB 3.2 million in technology (32%), and Beijing 393 Technology Co., Ltd. contributing RMB 800,000 (8%) [1]