证券代码：301280 证券简称：珠城科技 公告编号：2025-049 浙江珠城科技股份有限公司 第四届董事会第十一次会议决议公告 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、董事会会议召开情况 浙江珠城科技股份有限公司（以下简称"公司"）第四届董事会第十一次 会议于 2025 年 10 月 24 日（星期五）在浙江省乐清经济开发区纬十五路 201 号 1 号楼 4 楼会议室以现场结合通讯的方式召开。会议通知已于 2025 年 10 月 18 日通过电话、邮件的方式送达各位董事。本次会议应出席董事 9 人，实际出席董 事 9 人（其中：董事施乐芬，独立董事陈云义、王光昌、余劲国以通讯方式出席 会议）。 本次董事会会议由董事长张建春先生主持，公司监事、高级管理人员列席 会议。 本次董事会会议召开符合有关法律、行政法规、部门规章、规范性文件和 《公司章程》的规定。 二、董事会会议审议情况 （一）审议通过《关于〈2025 年第三季度报告〉的议案》 经审议，董事会认为：公司《2025 年第三季度报告》的内容真实、准确、 完整地反映了公司 2025 年第三季度经 ...

浙江珠城科技股份有限公司 2025 年第三季度报告 证券代码：301280 证券简称：珠城科技 公告编号：2025-050 浙江珠城科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 浙江珠城科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 414,389,220.56 | 20.99% ...

Core Insights - As of October 17, a total of 84 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stocks with the longest streak of net buying are Kaisheng Technology and Jianyou Co., both of which have seen net buying for 10 consecutive trading days [1] - Other notable stocks with significant net buying days include Wuxi Zhenhua, Jintou Chengkai, Zhucheng Technology, Lianyu Co., Yongmaotai, Yan'ao Co., Aohua Endoscopy, and Kesi Technology [1]

Core Viewpoint - Zhejiang Zhucheng Technology Co., Ltd. reported a revenue increase of 13.33% year-on-year for the first half of 2025, reaching 899.6 million yuan, but faced a net profit decline of 10.43% to 88.52 million yuan due to rising upstream material costs and exchange rate fluctuations [1][2]. Group 1: Business Performance - In the first half of 2025, the company achieved an operating income of 899.6 million yuan, reflecting a year-on-year growth of 13.33% [1]. - The net profit attributable to shareholders was 88.52 million yuan, showing a year-on-year decrease of 10.43% [1]. - The company experienced a negative operating cash flow of 74 million yuan, indicating significant investments in capacity expansion and inventory reserves [1]. Group 2: Business Structure - The company's main business focuses on the research, production, and sales of electronic connectors, with applications in home appliances, automotive, new energy, and industrial control sectors [2]. - In the home appliance sector, the company is a long-term partner of several leading brands, ensuring stable product supply [2]. - The automotive sector has seen breakthroughs in high-speed connection systems, while the industrial connectors for energy storage and photovoltaics are beginning to scale up [2]. Group 3: Competitive Advantages - With 30 years of experience in the connector industry, the company and its subsidiaries have obtained a total of 173 patents, including 23 invention patents, establishing strong brand and technical advantages [2]. - The company implements IATF16949 quality management and ISO14001 environmental management systems, with major products certified by CQC and UL [2]. - The company has become a designated brand and strategic partner for major manufacturers like Midea and Haier [2]. Group 4: Industry Chain Layout - The company has established a subsidiary focused on industrial connectors, expanding into the industrial robot sector [2]. - A partnership with UBTECH has been formed, with related products currently in the sample testing phase [2]. - The company has obtained a supplier code from KUKA Robotics and has begun small-scale deliveries [2].

Group 1 - Zhu Cheng Technology announced that it will accept investor research on October 15, 2025, from 15:00 to 17:00, with participation from Chairman and General Manager Zhang Jianchun and others [1] - The company will address questions raised by investors during the research session [1] Group 2 - The news highlights a significant opportunity in the silver market, with annualized interest rates soaring to 35% [1] - There is a global trend of silver being airlifted to the UK for profit, indicating a major short squeeze in the market [1]

Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 899.6 million CNY, a year-on-year increase of 13.33% [2] - The net profit attributable to shareholders was 88.52 million CNY, a year-on-year decrease of 10.43% [2] - Operating cash flow was -74 million CNY, indicating significant investment in capacity expansion and inventory reserves [2] Group 2: Core Business Structure - The main business focuses on the R&D, production, and sales of electronic connectors, with applications in home appliances, automotive, new energy, and industrial control [2][3] - Home appliance connectors remain the primary revenue source, with clients including leading brands such as Midea, Haier, and Xiaomi [3] - The automotive connector business is growing rapidly, with partnerships established with manufacturers like BYD and Changan in the new energy sector [3] Group 3: Competitive Advantages - The company has been in the connector industry for 30 years, holding a total of 173 patents, including 23 invention patents, which enhances its brand and technical strength [3] - It implements IATF16949 quality management and ISO14001 environmental management systems, with major products certified by CQC and UL [3] - The company has become a designated brand and strategic partner for top manufacturers such as LG, Panasonic, and KUKA [3] Group 4: Robotics Industry Engagement - The company has established a subsidiary focused on industrial connectors, particularly for robotics applications [3] - A partnership with UBTECH has been formed, with products currently in the sample testing phase [3] - The company has received a supplier code from KUKA and is supplying small batches of products, with plans to enhance customer collaboration and develop customized products [3]

Group 1 - The core point of the news is that Zhu Cheng Technology's stock has increased by 5.44%, reaching a price of 51.94 CNY per share, with a total market capitalization of 7.104 billion CNY [1] - Zhu Cheng Technology, established on July 3, 2000, specializes in the research, production, and sales of electronic connectors, with 97.11% of its revenue coming from home appliance connectors [1] - The company is located in the Yejing Economic Development Zone, Zhejiang Province, and was listed on December 26, 2022 [1] Group 2 - Guohai Franklin Fund has a significant holding in Zhu Cheng Technology, with the Guofu Tianyi Mixed A Fund (005652) holding 1,200 shares, representing 0.59% of the fund's net value [2] - The Guofu Tianyi Mixed A Fund was established on March 27, 2018, and has a current scale of 6.0837 million CNY, with a year-to-date return of 3.52% [2] - The fund's performance ranks 7,054 out of 8,161 in its category this year, and it has achieved a return of 52.11% since inception [2] Group 3 - The fund managers of Guofu Tianyi Mixed A are Wang Li and Gao Yanyun, with Wang Li having a tenure of 9 years and 270 days and a total fund asset scale of 27.662 billion CNY [3] - Wang Li's best fund return during her tenure is 45.5%, while the worst is -0.71% [3] - Gao Yanyun has a tenure of 3 years and 100 days, managing a fund asset scale of 0.0941 billion CNY, with a best return of 37.46% and a worst return of 6.67% during her tenure [3]

Core Viewpoint - The announcement from Zhu Cheng Technology indicates that its subsidiary, Wuhan Jiancheng Electric Co., Ltd., will distribute a cash dividend to shareholders based on its undistributed profits as of June 30, 2025, amounting to 15 million yuan [1] Group 1 - Zhu Cheng Technology holds a 75% stake in Wuhan Jiancheng Electric [1] - The cash dividend of 15 million yuan has already been fully received by the company prior to the announcement [1]

Group 1 - Harbin Air Conditioning plans to transfer 40% equity of its subsidiary, Harbin Fushanchuan Biotechnology Development Co., Ltd. The subsidiary reported a net profit of -16.0963 million yuan for 2024, which is 218.83% of the previous year's net profit absolute value [1] - Xinhua Insurance expects a net profit of 29.986 billion to 34.122 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 45% to 65% [1][2] - Gansu Energy anticipates a net profit of 1.55 billion to 1.6 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 11.86% to 15.47% [2][3] Group 2 - Dongfang Tower forecasts a net profit of 750 million to 900 million yuan for the first three quarters of 2025, indicating a year-on-year growth of 60.83% to 93% [4] - Meili Eco announced that its subsidiary won a bid for an EPC project worth 2.375 billion yuan [6] - Bohai Chemical's wholly-owned subsidiary will undergo routine maintenance for its 600,000 tons/year PDH unit, expected to last about 30 days [8] Group 3 - Qin Port Co. reported a total throughput of 317.02 million tons for the first nine months of 2025, a year-on-year increase of 5.56% [10] - Jianglong Shipbuilding won a bid for a 72.99 million yuan fishery enforcement vessel project, accounting for 4.22% of its 2024 audited revenue [11] - Longyuan Technology expects a net profit of 35 million to 40 million yuan for the first three quarters of 2025, representing a year-on-year increase of 50.11% to 71.55% [12] Group 4 - Naipu Mining anticipates a net profit of 61 million to 66 million yuan for the first three quarters of 2025, reflecting a year-on-year decline of 45.16% to 49.32% [14] - Jinggong Steel Structure reported a cumulative contract amount of 17.98 billion yuan for the first nine months of 2025, a year-on-year increase of 4.8% [15][16] - Shenzhen Gas reported a net profit of 918 million yuan for the first three quarters of 2025, a year-on-year decrease of 13.08% [17] Group 5 - Yabao Pharmaceutical's subsidiary received a drug registration certificate for a new diabetes medication [18] - Shaanxi Coal's coal production in September was 14.56 million tons, a year-on-year increase of 5.34% [20] - Sifang New Materials reported a 15.94% year-on-year decline in concrete production for the first three quarters [22] Group 6 - Nanjing Foods reported a consolidated revenue of 276 million yuan in September, a slight increase of 0.0016% year-on-year [23] - Pulaike received a new veterinary drug registration certificate for a flea and tick treatment [24] - Zhucheng Technology received a cash dividend of 15 million yuan from its subsidiary [25] Group 7 - David Medical's subsidiary received a medical device registration certificate for a portable electronic endoscope image processor [26] - Zhongtong Bus reported a 36.88% year-on-year increase in sales in September, totaling 1,106 units [27] - Xiantan Co. reported a 11.95% year-on-year increase in chicken sales revenue in September [28] Group 8 - Bojun Technology expects a net profit of 552 million to 662 million yuan for the first three quarters of 2025, a year-on-year increase of 50% to 80% [30] - Haishi Pharmaceutical's innovative pain relief drug clinical trial application has been accepted [31] - Lingxiao Pump Industry used 80 million yuan of idle funds to purchase financial products [32] Group 9 - Qiangda Circuit's subsidiary completed business registration changes to expand its operational scope [33] - *ST Tianyu's controlling shareholder applied for bankruptcy liquidation due to severe financial difficulties [34] - Baolidi's shareholder plans to reduce holdings by up to 1 million shares [36] Group 10 - Zijin Mining completed the acquisition of Kazakhstan's Raygorodok gold mine, controlling 100% of its rights [44] - Zhonggang Luoyang's indirect controlling shareholder completed a capital increase, raising registered capital from approximately 26.666 billion yuan to 44.824 billion yuan [46] - Jinyu Jidong's director resigned due to work adjustments [47]

Core Viewpoint - Zhu Cheng Technology (301280.SZ) announced a cash dividend distribution from its subsidiary Wuhan Jiancheng Electric Co., Ltd. to enhance shareholder investment returns [1] Group 1: Dividend Distribution - The company holds a 75% stake in Wuhan Jiancheng, which will distribute a cash dividend of 15 million yuan based on the unaudited retained earnings as of June 30, 2025 [1] - The company has already received the full amount of the cash dividend prior to this announcement [1] Group 2: Financial Impact - The profit distribution will increase the net profit of the company's parent financial statements for the year 2025, but it will not affect the consolidated financial statements for the same year [1] - Therefore, the overall operating performance of the company for 2025 will remain unchanged [1]