证券代码：301132 证券简称：满坤科技 公告编号：2025-1033 关于 2025 年前三季度计提资产减值准备的公告 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。 吉安满坤科技股份有限公司 一、本次计提资产减值准备情况概述 （一）本次计提资产减值准备的原因 吉安满坤科技股份有限公司（以下简称"公司"）根据《深圳证券交易所创 业板股票上市规则》《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》《企业会计准则》等法律法规以及公司相关会计政策的规定， 为更加公允、客观、真实地反映公司的财务状况、资产价值及经营情况，基于谨 慎性原则，公司对合并报表范围内截至 2025 年 9 月 30 日的各类资产进行了全面 检查和减值测试，并对其中存在减值迹象的资产相应计提了减值准备。本次计提 减值无需提交公司董事会或股东会审议。 证券代码：301132 证券简称：满坤科技 公告编号：2025-1033 （一）应收账款、其他应收款的预期信用损失的确定方法及会计处理方法 （二）本次计提资产减值准备的资产范围、总金额 公司及子公司对 2025 年 9 ...

Revenue and Profitability - Revenue for the third quarter reached ¥462,813,224, representing a 38.81% increase year-over-year, while year-to-date revenue totaled ¥1,222,603,591, up 34.21% compared to the same period last year[4] - Net profit attributable to shareholders for the third quarter was ¥38,798,066, an 18.60% increase year-over-year, with a year-to-date net profit of ¥102,041,915, reflecting a 42.36% increase[4] - The basic earnings per share for the third quarter was ¥0.26, an 18.18% increase, while the diluted earnings per share also stood at ¥0.26, with a year-to-date figure of ¥0.69, up 40.82%[4] - Total operating revenue for the current period reached ¥1,222,603,590.76, a significant increase from ¥910,937,136.32 in the previous period, representing a growth of approximately 34.2%[28] - Net profit for the current period was ¥102,041,836.97, compared to ¥71,679,643.98 in the previous period, reflecting an increase of approximately 42.3%[29] - Earnings per share (EPS) for the current period was ¥0.69, up from ¥0.49 in the previous period, marking a growth of 40.8%[30] Assets and Liabilities - Total assets at the end of the reporting period were ¥2,972,161,758, a 6.82% increase from the end of the previous year, while total equity attributable to shareholders was ¥1,815,865,431, up 2.62%[4] - Total assets increased to ¥2,972,161,757.67 from ¥2,782,530,223.69, showing a growth of about 6.8%[27] - Total liabilities rose to ¥1,156,292,680.70, compared to ¥1,013,011,716.76, which is an increase of approximately 14.1%[27] - The company's equity attributable to shareholders reached ¥1,815,865,430.68, up from ¥1,769,514,957.00, indicating a growth of around 2.6%[27] Cash Flow - Cash flow from operating activities showed a net amount of ¥36,867,643, which is a significant decrease of 54.43% year-over-year[4] - Operating cash inflow for the current period reached ¥1,051,011,674.09, a significant increase of 32.8% compared to ¥791,285,927.54 in the previous period[31] - Net cash flow from operating activities decreased to ¥36,867,643.11, down 54.5% from ¥80,895,095.92 in the previous period[31] - Cash inflow from investment activities reached CNY 1,618,880,627.63, a significant increase of 910.84% from CNY 160,151,227.61, driven by increased frequency of financial product purchases and redemptions[14] - Cash outflow for investments surged to CNY 1,896,334,037.33, up 686.22% from CNY 241,197,427.52, also due to increased financial product transactions[14] - The net cash flow from investment activities was negative at CNY -277,453,409.70, an increase in loss of 242.34% compared to CNY -81,046,199.91 in the previous period[14] - Cash inflow from financing activities amounted to ¥70,000,000.00, compared to ¥63,892,473.07 in the previous period[32] - Net cash flow from financing activities decreased to -¥39,931,627.57, compared to -¥34,277,145.41 in the previous period[32] - The ending balance of cash and cash equivalents was ¥478,869,585.01, down from ¥754,900,717.33 in the previous period[32] Shareholder Information - Total number of common shareholders at the end of the reporting period was 16,302, with no preferred shareholders having restored voting rights[15] - The largest shareholder, Hong Gengqi, holds 16.88% of shares, totaling 25,000,000 shares, with 18,750,000 shares under lock-up conditions[15] - The second-largest shareholder, Hong Nashan, owns 13.51% of shares, totaling 20,000,000 shares, with 15,000,000 shares under lock-up conditions[15] - The company has a family-controlled structure, with significant ownership concentrated among the Hong family members[16] - The company has released a total of 102,079,122 shares from lock-up, which may impact stock liquidity and market dynamics[19] Investments and Future Plans - The company plans to invest up to $70 million in establishing a new production base in Thailand, with the investment amount subject to approval by Chinese and local authorities[20] - The company has approved a plan to issue convertible bonds to raise up to ¥760 million, with net proceeds intended for projects in Thailand and digital upgrades[24] - The company has completed the establishment of its Thai subsidiary and is progressing with the construction preparations for the new factory[20] Inventory and Expenses - The company reported a 52.38% increase in inventory, totaling ¥233,724,958, primarily due to increased material reserves and ramp-up capacity of the third factory project[9] - Research and development expenses were ¥46,243,142.44, slightly up from ¥45,683,560.33, reflecting a focus on innovation[28] - The company’s financial expenses decreased by 45.94% to -¥7,974,265, attributed to reduced interest income from raised funds[11] - The company experienced an 82.61% decline in investment income, amounting to ¥831,628, due to the disposal of a subsidiary in the previous period[11] - The company’s cash and cash equivalents decreased by 37.32% to ¥526,750,289, mainly due to significant payments from raised funds during the period[9] - The company’s deferred income increased by 39.80% to ¥55,187,366, reflecting additional government subsidies related to assets[9] - The company reported an increase in accounts receivable to approximately ¥569.83 million from ¥474.92 million, suggesting growth in sales[25]

Core Viewpoint - The company is actively addressing potential trade friction impacts by enhancing its global supply chain resilience and expanding its international presence [1]. Group 1: Company Response to Trade Friction - The company indicated that its revenue from direct exports to the U.S. is relatively low, which mitigates the immediate impact of potential tariffs [1]. - The company is closely monitoring changes in the international trade environment and maintaining communication with customers to collaboratively respond to challenges [1]. - To systematically reduce the potential impact of trade friction on operations, the company is advancing its internationalization strategy, including establishing a production base in Thailand and increasing efforts to explore other international markets [1].

Core Insights - The company, Mankun Technology (301132.SZ), has confirmed that its circuit boards supplied to Hikvision's robots are of medium to high technical level within the industry [2] - The company is actively pursuing development and collaboration with other clients in the robotics sector [2]

Group 1 - The core viewpoint of the article indicates that the company, Mankun Technology, is experiencing a significant increase in orders primarily driven by strong domestic demand [2] - The company is also actively exploring and expanding opportunities in overseas markets to promote its global business layout [2] - Further details regarding the company's performance and order situation will be disclosed in future announcements [2]

Core Viewpoint - The company, Mankun Technology, is actively expanding its technology layout in the server power supply sector, with products already being delivered in bulk to major clients [1] Group 1: Product Development - The company has developed power supply products with specifications of 3300W, 4200W, and 5500W, which have been successfully delivered in bulk [1] - An 8000W power supply product is currently undergoing sample certification [1] Group 2: Client Engagement - The company is supplying its products to leading clients in the server power supply field, including Delta Electronics, and subsequently to globally recognized end customers [1] Group 3: Production Capacity - The company's IPO fundraising projects are progressing steadily, gradually releasing production capacity [1] - Current production resources are well-aligned with customer order demands, allowing for effective production scheduling and delivery assurance [1]

Core Viewpoint - The company is actively expanding its technology layout in the server power supply sector, with products already being delivered in large quantities for high-power applications [1] Group 1: Product Development - The company has successfully delivered power supply products with specifications of 3300W, 4200W, and 5500W in bulk [1] - The company is in the process of certification for its 8000W power supply products [1] Group 2: Client Engagement - The company has begun bulk supply to leading clients in the server power supply field, including Delta Electronics, and is supplying to globally recognized end customers [1] Group 3: Production Capacity - The company's IPO fundraising projects are progressing steadily, gradually releasing production capacity [1] - Current production resource allocation is well-matched to customer order demands [1] - The company plans to continuously optimize production scheduling and delivery assurance based on market conditions and customer order rhythms [1]

Core Viewpoint - The company is actively monitoring the international trade environment and is taking steps to enhance its global supply chain resilience through international expansion efforts [1] Group 1 - The revenue from direct exports to the United States is currently low for the company [1] - The company is maintaining close communication with clients to jointly address challenges posed by the international trade environment [1] - To systematically reduce the impact of potential trade frictions on operations, the company is advancing its internationalization strategy [1] Group 2 - The company is establishing a production base in Thailand as part of its international expansion efforts [1] - There is an increased focus on exploring other international markets to strengthen the company's global presence [1]

Core Viewpoint - The company, Mankun Technology, is actively developing and collaborating with clients in the robotics sector, indicating a strategic focus on expanding its market presence and product offerings [1] Group 1: Product Offering - Mankun Technology currently supplies two types of products to Hikvision: through-hole and HDI, both of which are positioned at a moderately high technical level within the industry [1] Group 2: Market Development - The company is proactively advancing its development and collaboration efforts with other clients in the robotics field, suggesting a commitment to innovation and market expansion [1]

Core Viewpoint - The company is actively pursuing an internationalization strategy to enhance global supply chain resilience and mitigate potential trade friction impacts on its operations [1] Group 1: Business Operations - The revenue from direct exports to the United States is currently low for the company [1] - The company is closely monitoring changes in the international trade environment and maintaining close communication with customers to jointly address challenges [1] Group 2: Strategic Initiatives - The company is advancing its internationalization strategy by establishing a production base in Thailand [1] - There is an increased effort to explore other international markets to systematically reduce the impact of potential trade frictions on operations [1]