| 证券代码：301186 | 证券简称：超达装备 | 公告编号：2025-075 | | --- | --- | --- | | 债券代码：123187 | 债券简称：超达转债 | | 1、"超达转债"（债券代码：123187）转股期为 2023 年 10 月 11 日至 2029 年 4 月 3 日；最新有效的转股价格为 31.23 元/股。 2、2025 年第三季度，共有 540 张"超达转债"完成转股（票面金额共计 54,000 元人民币），合计转成 1,728 股"超达装备"股票（股票代码：301186）。 3、截至 2025 年第三季度末，公司剩余可转换公司债券为 2,733,786 张，剩 余可转换公司债券票面总金额为 273,378,600 元人民币。 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 15 号——可转换公司债券》的相关规定，南通超达装备股份有限 公司（以下简称"公司"）现将 2025 年第三季度可转换公司债券（以下简称"可 转债"）转股及公司总股本变化情况公告如下： 一、可转换公司债券发行上市情况 1、可转换公司债券发行情况 南通超达装备股份有 ...

Group 1 - The company, ChaoDa Equipment (301186), reported on September 22 that it currently has sufficient orders on hand and is conducting its production and operational activities in a normal and orderly manner [1] - The utilization rate of the CNC machining center is nearly at full capacity [1]

每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ （记者 曾健辉） 2024年1至12月份，超达装备的营业收入构成为：专用设备制造业占比100.0%。 截至发稿，超达装备市值为35亿元。 每经AI快讯，超达装备（SZ 301186，收盘价：43.91元）发布公告称，2025年9月22日10:00-11:00，超 达装备接受天弘基金调研，公司董事会秘书郭巍巍参与接待，并回答了投资者提出的问题。 ...

编号：2025-005 | | 特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他（请文字说明其他活动内容） | | | | 天弘基金：陈祥 | | | 参与单位名称及人 | 新华基金：刘海彬 | | | 员姓名 | 中银国际证券：曹鸿生 | | | | 国泰海通：孙炫浩 | | | 时间 | 2025年9月22日（星期一） 10:00-11:00 | | | 地点 | 公司总部会议室 | | | 上市公司接待人员 | | | | 姓名 | 董事会秘书：郭巍巍 1、新的实控人对公司的赋能情况？未来战略的调整方向？ | | | | 经营模式均未发生重大变化，公司管理人员发生变动，具体内 | | | | 答：尊敬的投资者，您好。实控人发生变更后，公司主营业务、 | | | | 容详见公司于2025年7月3日披露在巨潮资讯网 | | | | （www.cninfo.com.cn）的《关于选举董事长、各专门委员会委 | | | 投资者关系活动主 ...

Group 1 - The company, Super Equipment, announced that it will accept a research inquiry from Dongwu Securities on September 15, 2025, with the company secretary Guo Weiwei participating in the meeting to address investor questions [1] - For the year 2024, Super Equipment's revenue composition is entirely from the specialized equipment manufacturing industry, accounting for 100.0% [1] - As of the report date, Super Equipment has a market capitalization of 3.6 billion yuan [2]

Group 1: Company Overview - The company is a leading domestic supplier of automotive interior and exterior molds, focusing on the research, production, and sales of molds, automotive inspection tools, automation equipment, and components [2][3]. - The company holds a significant position in the automotive soft trim and foam mold sector, with capabilities in R&D, design, and production [2][3]. Group 2: Market Position and Competition - The company's molds are primarily for forming, cutting, and foaming, which differ significantly from competitors' plastic and stamping molds [3]. - The company has developed several leading technologies in the industry, including soft interior cutting molds and foam product shrinkage control technology [3]. Group 3: Financial Performance - In 2024, the revenue from mold products accounted for approximately 58.63% of total revenue, with a gross margin of 37.78% [4]. - The company has a strong customer base, including both international giants like Faurecia and local manufacturers such as Geely and BYD [4]. Group 4: Production and Order Status - The company currently has sufficient orders and operates under a customized production model, with CNC machining capacity utilization nearly at full capacity [4][6]. - The production cycle for molds ranges from 1 to 3 months, while automotive inspection tools take 2 to 4 months [6]. Group 5: International Sales and Strategy - In 2024, international sales accounted for 43.46% of total revenue, with stable export operations despite global trade tensions [6]. - The company is actively exploring AI and robotics through its newly established subsidiary, Jiangsu Chaoda Intelligent Technology [6][8]. Group 6: Recent Changes and Future Plans - In February 2025, the company underwent a change in control, with Nanjing Youxu becoming the new controlling shareholder [7]. - The timeline for the completion of major investment projects has been extended to June 30, 2026, due to various factors affecting project implementation [8].

Group 1 - The company, ChaoDa Equipment, announced that a total of 109 individuals meet the conditions for the release of restricted shares [1] - The number of restricted shares that can be released is 422,000 shares, which accounts for 0.53% of the company's total share capital [1] - The confirmed date for the release of these shares for trading is September 9, 2025, as verified by the Shenzhen branch of China Securities Depository and Clearing Corporation Limited [1]

| 证券代码：301186 | 证券简称：超达装备 | 公告编号：2025-074 | | --- | --- | --- | | 债券代码：123187 | 债券简称：超达转债 | | 关于 2024 年限制性股票激励计划第一类限制性股票 第一个解除限售期解除限售股份上市流通的提示性公告 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。 特别重要提示： 1、公司本次符合解除限售条件的激励对象共计 109 人，本次可解除限售的 第一类限制性股票数量为 42.20 万股，占公司目前总股本的 0.53%。 2、经中国证券登记结算有限责任公司深圳分公司确认，本次解除限售股份 可上市流通的日期为：2025 年 9 月 9 日。 南通超达装备股份有限公司（以下简称"公司"）于 2025 年 7 月 25 日分 别召开第四届董事会第十次会议和第四届监事会第八次会议，审议通过《关于 2024 年限制性股票激励计划第一类限制性股票第一个解除限售期解除限售条件 成就的议案》。近日公司办理了 2024 年限制性股票激励计划（以下简称"本次 激励计划"或"本激励计划"）第一类限制性股 ...

证券之星价投圈财报分析工具显示：业务评价：公司去年的ROIC为5.04%，资本回报率一般。去年的净 利率为13.7%，算上全部成本后，公司产品或服务的附加值高。从历史年报数据统计来看，公司上市以 来中位数ROIC为10.9%，投资回报也较好，其中最惨年份2024年的ROIC为5.04%，投资回报一般。公司 历史上的财报相对良好(注：公司上市时间不满10年，上市时间越长财务均分参考意义越大。)。偿债能 力：公司现金资产非常健康。 财报体检工具显示：建议关注公司应收账款状况(应收账款/利润已达325.11%) 据证券之星公开数据整理，近期超达装备(301186)发布2025年中报。截至本报告期末，公司营业总收入 3.54亿元，同比上升9.21%，归母净利润6066.72万元，同比上升19.42%。按单季度数据看，第二季度营 业总收入1.96亿元，同比上升20.26%，第二季度归母净利润3574.06万元，同比上升31.55%。本报告期 超达装备应收账款上升，应收账款同比增幅达55.42%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率35.98%，同比增0.19%，净利率17.44%，同比增 9.26%，销售 ...

Core Viewpoint - The company reported steady revenue growth and significant profit increase in the first half of 2025, while also enhancing R&D investment and global expansion efforts [1] Group 1: Financial Performance - The company achieved operating revenue of 354 million yuan, a year-on-year increase of 9.21% [1] - The net profit attributable to shareholders was 60.67 million yuan, reflecting a year-on-year growth of 19.42% [1] - A cash dividend of 2.5 yuan per 10 shares (including tax) is proposed, totaling 19.987 million yuan, with a dividend payout ratio of approximately 32.9% of the net profit for the first half [1] Group 2: Core Business Performance - The company remains a leading supplier of automotive interior and exterior moldings, with mold business revenue of 207 million yuan, accounting for 59% of total revenue and a gross margin of 41.98% [2] - The company maintains strong relationships with major international and domestic automotive suppliers, and is actively exploring opportunities in the new energy vehicle sector, with products applied in companies like Tesla, NIO, BYD, and Geely [2] - A wholly-owned subsidiary, Jiangsu Chaoda Intelligent Technology Co., Ltd., was recently established to expand into AI and robotics, with a registered capital of 25.5 million yuan [2] Group 3: R&D Innovation and Globalization - R&D expenses increased to 24.9 million yuan, a year-on-year growth of 11.46%, with a total of 151 patents held, including 79 invention patents [3] - The company is enhancing its integrated service capabilities in mold, inspection, and automation equipment, maintaining a competitive edge in the industry [3] - The company has established wholly-owned subsidiaries in Germany and the USA, and plans to set up a subsidiary in Thailand in 2024 to strengthen its international market presence [3]