Core Insights - 崇德科技's stock price decreased by 0.99% on September 23, with a trading volume of 71.95 million yuan [1] - The company reported a financing net purchase of 6.34 million yuan on the same day, with a total financing balance of 77.46 million yuan, representing 4.08% of its market capitalization [1] - The company achieved a revenue of 283 million yuan in the first half of 2025, reflecting a year-on-year growth of 8.59% [2] Financing and Trading Data - On September 23, 崇德科技 had a financing buy amount of 12.56 million yuan and a financing repayment of 6.22 million yuan, resulting in a net financing purchase of 6.34 million yuan [1] - The total financing and securities balance as of September 23 was 77.46 million yuan, which is below the 50th percentile level over the past year, indicating a low financing balance [1] - The company had no short selling activity on September 23, with a short selling balance of 0 yuan, which is above the 80th percentile level over the past year, indicating a high position [1] Company Overview - 崇德科技, established on November 12, 2003, is located in Xiangtan, Hunan Province, and was listed on September 20, 2023 [1] - The company's main business includes the research, design, production, and sales of dynamic pressure oil film sliding bearings, rolling bearings, and related products [1] - The revenue composition of the company includes bearing components (33.43%), bearing assemblies (28.43%), other products (17.29%), rolling bearing-related products (16.56%), and others (4.29%) [1] Shareholder and Profit Distribution - As of September 19, 崇德科技 had 8,500 shareholders, an increase of 4.94% from the previous period, with an average of 3,086 circulating shares per shareholder, a decrease of 4.71% [2] - The company has distributed a total of 122 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, the second-largest circulating shareholder is 国寿安保智慧生活股票A, holding 1.2052 million shares, an increase of 110,000 shares from the previous period [3]

Group 1 - The company, Chongde Technology, reported that as of September 19, 2025, the total number of shareholders is over 8,500 [2]

Core Viewpoint - The company held an earnings briefing to discuss its business performance, financials, and future strategies with investors, highlighting its role as a key distributor for SKF in China and its focus on high-end precision bearing development. Group 1: Business Operations - The company is an important authorized distributor for SKF in China, focusing on rolling bearing products and considering the sale of SKF's robot series based on market demand [2] - The company currently has a sufficient order backlog and is experiencing good operational conditions [2] - The company’s accounts receivable accounted for 239.65% of net profit attributable to shareholders in the first half of 2025, with a customer base primarily consisting of state-owned enterprises and foreign companies with strong credit and risk resistance [2] Group 2: Financial Performance - In the first half of 2025, the company achieved operating revenue of 283.30 million, a year-on-year increase of 8.59%, and a net profit attributable to shareholders of 66.28 million, up 5.15% year-on-year [2] - The gross profit margin decreased by 3.77% to 37.37%, and the net profit margin fell by 2.82%, primarily due to product mix changes [2] - The company plans to distribute a dividend of 2 per 10 shares in the first half of 2025, representing approximately 26.1% of net profit [2] Group 3: Market and Competition - The company invests heavily in R&D to address competition and overcapacity in the bearing industry, focusing on high-end precision bearings such as water-lubricated and air-floating bearings [2] - The company’s overseas revenue grew by 14.58% year-on-year, with a gross margin of 50.04%, and new international clients concentrated in Europe and Asia [2] Group 4: Future Developments - The company is rapidly developing its energy storage business, with applications in multiple storage fields, and the shipbuilding segment grew by 29.34% in the first half of 2025 [2] - The company is not currently planning to acquire other companies to enter the humanoid robot industry but is exploring the application of dynamic pressure oil film sliding bearings in robotics [2] - The company signed a letter of intent for acquisition with Germany's Levicron, which is currently in active progress [2]

Core Viewpoint - Chongde Technology (301548.SZ) is actively engaging in the distribution of rolling bearing products from SKF and is focusing on the development of air-floating bearings and precision air-floating spindle products through a collaborative approach [1] Group 1: Company Strategy - The company has established a research and development team dedicated to air-floating bearings [1] - A market demand survey for air-floating bearings has been completed to inform future development [1] - The company aims to achieve breakthrough development through a strategy of "independent research and development + international cooperation + technology introduction" [1]

Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 28,330.27 million, representing a year-on-year growth of 8.59% [4] - The net profit attributable to the parent company was 6,627.81 million, with a year-on-year increase of 5.15% [4] - The gross profit margin decreased by 3.77% to 37.37%, while the net profit margin fell by 2.82% [3] Group 2: Accounts Receivable - As of the first half of 2025, accounts receivable accounted for 239.65% of the net profit attributable to the parent company, significantly exceeding industry norms [2] - The company primarily serves state-owned enterprises and foreign companies, which are considered reputable and have strong risk resistance [2] Group 3: Research and Development - The company is focusing on high-end precision bearing research, including water-lubricated bearings and gas-lift bearings [3] - R&D investment details for the first half of 2025 can be found in the company's semi-annual report [3] Group 4: International Business - International revenue grew by 14.58%, with a gross margin of 50.04%, significantly higher than domestic levels [3] - New international clients are mainly located in Europe and Asia, particularly in energy generation and industrial drive sectors [3] Group 5: Dividend Policy - The proposed dividend for the first half of 2025 is approximately 26.1% of net profit, reflecting a balance between short-term shareholder returns and long-term cash flow considerations [3] Group 6: Strategic Acquisitions - The company signed a strategic acquisition agreement with Levicron, with ongoing progress in the acquisition process [4] - The acquisition aims to leverage Levicron's core technologies and customer resources to enhance existing business operations [4]

证券代码：301548 证券简称：崇德科技 公告编号：2025-051 湖南崇德科技股份有限公司 2025年半年度权益分配实施公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导 性陈述或重大遗漏。 特别提示 1、湖南崇德科技股份有限公司（以下简称"公司"）回购专用证券账户中的股 份 426,200 股不参与本次权益分派。本次权益分派将以公司现有总股本 87,000,000 股扣除回购专用证券账户股份 426,200 股后的 86,573,800 股为基数， 向全体股东每 10 股派 2.00 元人民币（含税），派发现金分红总额为 86,573,800 股×2.00 元/10 股=17,314,760 元（含税）。 本公司2025年半年度权益分配方案为：以公司现有总股本87,000,000股剔除 已回购股份426,200股后的86,573,800股为基数，向全体股东每10股派2.00元人民 币现金（含税；扣税后，境外机构（含QFII、RQFII）以及持有首发前限售股的个 人和证券投资基金每10股派1.80元；持有首发后限售股、股权激励限售股及无限 售流通股的个人股息红利税实行差别化 ...

Group 1 - The company has not yet established cooperation with domestic humanoid robot enterprises [1] - The company is focused on the technological development in the robotics field [1] - The company is actively exploring the potential application of dynamic pressure oil film sliding bearings in robotics [1]

证券代码：301548 证券简称：崇德科技 公告编号：2025-050 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导 性陈述或重大遗漏。 为进一步加强与投资者的互动交流，湖南崇德科技股份有限公司（以下简称 "公司"）将参加由中国证券监督管理委员会湖南监管局、湖南省上市公司协会 与深圳市全景网络有限公司联合举办的"资本聚三湘 楚光耀新程——2025 年 湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会"活动，现将相关 事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五） 15:40-17:00。届 时公司高管将在线就公司 2024 年至 2025 年半年度业绩、公司治理、发展战略、 经营状况、融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进 行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 湖南崇德科技股份有限公司董事会 二〇二五年九月十五日 1 湖南崇德科技股份有限公司 ...

国泰海通证券股份有限公司 关于湖南崇德科技股份有限公司 2025 半年度持续督导跟踪报告 | 保荐机构名称：国泰海通证券股份有限公司 | 被保荐公司简称：崇德科技 | | --- | --- | | 保荐代表人姓名：胡谦 | 联系电话：0755-25869801 | | 保荐代表人姓名：吴武辉 | 联系电话：0755-25869807 | 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 | 是 | | 资金管理制度、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 | 次 6 | | （2）公司募集资金项目进展是否与信息披露文 | 是 | | ...

证券代码：301548 证券简称：崇德科技 公告编号：2025-049 湖南崇德科技股份有限公司 2025 年第三次临时股东大会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导 性陈述或重大遗漏。 2、网络投票时间： 通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 9 月 12 日 9:15—9:25，9:30—11:30，13:00—15:00；通过深圳证券交易所互联网投票系统 （http://wltp.cninfo.com.cn）进行网络投票的时间为2025年9月12日9:15至15:00 期间的任意时间。 重要提示 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及以往股东大会已通过的决议。 一、会议召开情况 1、会议召开时间： 现场会议召开时间：2025 年 9 月 12 日 14:30 3、现场会议召开地点：湖南省湘潭市高新区茶园路 9 号公司会议室。 4、会议召开方式：采取现场投票与网络投票相结合的方式。 5、会议召集人：公司董事会 6、会议主持人：董事 朱杰先生 7、会议召开的合法性、合规性：本次股东大会召开符合《中华人民共和国 公司 ...