Group 1 - The core point of the article highlights the recent stock performance of Fengmao Co., which closed at 45.75 yuan on August 27, down 5.24% from the previous trading day, with a trading volume of 39,026 hands and a transaction amount of 182 million yuan [1] - Fengmao Co. specializes in the research and production of precision rubber components, primarily serving the automotive industry, and is recognized as a national-level "little giant" enterprise with technological advantages in the rubber products sector [1] - The company's latest semi-annual report indicates that for the first half of 2025, it achieved an operating income of 432 million yuan and a net profit of 60.49 million yuan, with the "Michelin" brand products showing significant growth, generating revenue of 54.54 million yuan, a year-on-year increase of 218.01% [1] Group 2 - On August 27, the main capital outflow for Fengmao Co. was 22.49 million yuan, with a cumulative net outflow of 24.43 million yuan over the past five days [2]

Group 1 - The company reported a revenue of 432 million yuan and a net profit attributable to shareholders of 60.49 million yuan for the first half of 2025 [2] - Domestic revenue from the transmission system reached 170 million yuan, representing a year-on-year growth of 19.44% [2] - The company successfully expanded into international markets, exporting products to Europe, Southeast Asia, South America, and the Middle East, leveraging Michelin's brand influence [2] Group 2 - Revenue from "Michelin" products amounted to 54.54 million yuan, showing a significant year-on-year increase of 218.01% [2] - To enhance production capacity and market competitiveness, the company invested in the construction of two new production bases located in Cixi and Shandong [2] - The company specializes in the research and industrialization of precision rubber components, with products primarily used in the automotive sector and various industrial applications [3] Group 3 - The core products of the company, particularly transmission system components, have high performance requirements and significant technical challenges, creating high market entry barriers [3] - The company has developed multiple core technologies through years of experience, focusing on design, material modification, and process optimization [3] - Continuous technological research and development have enabled the company to gradually replace imports and compete internationally [3]

Core Viewpoint - Fengmao Co., Ltd. (301459.SZ) reported a decline in institutional ownership in its semi-annual report for 2025, with a total of 6 institutional investors holding 65.88 million shares, representing 63.28% of the total share capital, a decrease of 2.53 percentage points from the previous quarter [1] Institutional Ownership - As of August 26, 2025, institutional investors collectively held 63.28% of Fengmao's total shares, amounting to 65.88 million shares [1] - The institutional investors include notable entities such as Ningbo Fengmao Investment Holding Co., Ltd., Ningbo Sukang Enterprise Management Partnership, Shanghai Yunran Investment Management Co., Ltd., Goldman Sachs International, Morgan Stanley & Co. International PLC, and Nanhua CSI Hangzhou Bay Area ETF [1] - The institutional ownership percentage decreased by 2.53 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund disclosed its holdings in this period, namely the Nanhua CSI Hangzhou Bay Area ETF [1] - Nine public funds were not disclosed in this period compared to the previous quarter, including Huaan Economic Prosperity Leading Mixed A, Huaan Hong Kong and Shanghai Deep External Growth Flexible Allocation Mixed A, Dongfanghong JD Big Data Mixed A, Dongfanghong Zhihua Three-Year Holding Mixed A, and Dongfanghong New Power Mixed A [1]

Core Viewpoint - The company, Zhejiang Fengmao Technology Co., Ltd., has disclosed its 2025 semi-annual report, highlighting its operational performance and financial status, while ensuring compliance with relevant regulations and accurate information disclosure [10][18]. Company Basic Information - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5][6]. - The company does not have any preferred shareholders or related shareholding situations [7]. Financial Data and Indicators - The company raised a total of RMB 638 million through the issuance of 20 million shares at a price of RMB 31.90 per share, with a net amount of RMB 563.82 million after deducting issuance costs [18]. - As of June 30, 2025, the company has a remaining balance of RMB 227.04 million in its special account for raised funds, which includes RMB 71 million in structured deposits and RMB 60 million in financial products [28]. Fund Management and Usage - The company has established a management system for raised funds, ensuring compliance with laws and regulations, and has signed tripartite supervision agreements with banks and sponsors [21]. - The company has not used idle raised funds for temporary working capital or engaged in cash management during the reporting period [26]. - The company has approved the use of RMB 12.99 million of raised funds to replace self-raised funds for investment projects and RMB 9.37 million for issuance costs [24]. Changes in Fund Investment Projects - The company has made adjustments to the use of raised funds, reallocating funds from the "Tension Wheel Expansion Project" to the "Intelligent Chassis Thermal Control System Production Base (Phase I)" project due to the termination of the "Jiaxing Auto Parts Production Base Project" [30][31]. Disclosure of Fund Usage - The company has ensured that all disclosures regarding the usage of raised funds are timely, accurate, and complete, with no violations in fund management [31].

Financial Performance - The company's main revenue for the first half of 2025 was 432 million yuan, a year-on-year decrease of 1.47% [1] - The net profit attributable to shareholders was 60.49 million yuan, down 26.31% year-on-year [1] - The net profit after deducting non-recurring items was 48.09 million yuan, a decline of 33.66% year-on-year [1] - In Q2 2025, the company's single-quarter main revenue was 237 million yuan, a decrease of 2.73% year-on-year [1] - The single-quarter net profit attributable to shareholders in Q2 was 31.77 million yuan, down 30.5% year-on-year [1] - The single-quarter net profit after deducting non-recurring items in Q2 was 23.18 million yuan, a decline of 45.71% year-on-year [1] Financial Ratios - The company's debt ratio stood at 31.69% [1] - Investment income was 5.01 million yuan, while financial expenses were -4.12 million yuan [1] - The gross profit margin was 27.75%, reflecting a year-on-year decrease of 11.89% [8] Earnings Per Share - Earnings per share were 0.58 yuan, a decrease of 43.68% year-on-year [8] - The operating cash flow per share was -0.01 yuan, a decline of 113.59% year-on-year [8] - The net asset value per share was 11.73 yuan, down 15.90% year-on-year [8]

格隆汇8月26日丨丰茂股份(301459.SZ)公布2025年半年度报告，上半年公司实现营业收入4.32亿元，同 比下降1.47%；归属于上市公司股东的净利润6049.12万元，同比下降26.31%；归属于上市公司股东的扣 除非经常性损益的净利润4809.35万元，同比下降33.66%；基本每股收益0.58元。 ...

公司负责人（法定代表人）： 蒋春雷 主管会计工作负责人：孙婷婷 会计机构负责人：章亚苗 浙江丰茂科技股份有限公司 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 | | | | | | 2025 年半年度 | 2025 年半年 | | 年 2025 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 占用方与上市公司的 | 上市公司核算 | 2025年期初占 | 占用累计发生 | 度占用资金 | 2025年半年度 | 半年度 | 占用形成 | | | 非经营性资金占用 | 资金占用方名称 | 关联关系 | 的会计科目 | 用资金余额 | 金额（不含利 | 的利息(如 | 偿还累计发生 | 期末占 | 原因 | 占用性质 | | | | | | | 息） | 有) | 金额 | 用资金 | | | | | | | | | | | | 余额 | | | | 控股股东、实际控制人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小计 | - | - | - | | ...

证券代码：301459 证券简称：丰茂股份 公告编号：2025-061 | 2023 年 13 | 12 | 月 | 日公开发行股票募集资金净额 | 56,381.70 | | --- | --- | --- | --- | --- | | 减：累计使用募集资金金额 | | | | 34,815.42 | | 其中：2025 | | | 年半年度使用募集资金金额 | 12,056.29 | | 减：购买大额存单、结构性存款、理财产品金额 | | | | 161,000.00 | | 其中：2025 | | | 年半年度购买大额存单、结构性存款、理财产品金额 | 55,000.00 | | 加：赎回大额存单、结构性存款、理财产品金额及一并收回的收益金额 | | | | 148,652.65 | | 其中：2025 | | | 年半年度赎回大额存单、结构性存货、理财产品金额及 | 66,204.55 | | 一并收回的收益金额 | | | | | --- | --- | --- | --- | | 加：累计存款利息收入扣减支付的银行手续费金额 | | | 371.36 | | 其中：2025 | | 年半年度存款 ...

证券代码：301459 证券简称：丰茂股份 公告编号：2025-058 浙江丰茂科技股份有限公司 表决结果：9 票同意，0 票反对，0 票弃权。 （二）审议通过了《关于<2025 年半年度募集资金存放与使用情况的专项报 告>的议案》 第二届董事会第十六次会议决议公告 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 浙江丰茂科技股份有限公司（以下简称"公司"）第二届董事会第十六次会议 于 2025 年 8 月 25 日（星期一）在公司会议室以现场表决方式召开。会议通知已 于 2025 年 8 月 15 日通过短信及专人送达的方式送达各位董事。本次会议由董事 长蒋春雷先生主持。本次会议应出席董事 9 人，实际出席董事 9 人，公司高管列 席本次会议。会议召开符合有关法律、法规、规章和《公司章程》的规定。 二、董事会会议审议情况 （一）审议通过了《关于<公司 2025 年半年度报告>及其摘要的议案》 董事会同意公司编制的 2025 年半年度报告及其摘要，认为公司 2025 年半年 度报告及其摘要符合法律、行政法规、中国证监会和深圳证券交易所的 ...

东方证券股份有限公司 关于浙江丰茂科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐机构名称：东方证券股份有限公司 | 被保荐公司简称：丰茂股份 | | --- | --- | | 保荐代表人姓名：曹明 | 联系电话： 021-2315 3888 | | 保荐代表人姓名：苗健 | 联系电话： 021-2315 3888 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1、公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 不适用 | | 2、督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不 | | | 限于防止关联方占用公司资源的制度、募集资金管 | 是 | | 理制度、内控制度、内部审计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3、募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月查询一次 | | （2）公司募集资金项目进展是否与信息披露文件 | 是 | | 一致 | | ...