证券代码：301633 证券简称：港迪技术 公告编号：2025-051 武汉港迪技术股份有限公司 关于首次公开发行前已发行股份解除限售并上市流通的 提示性公告 2、本次解除限售股东户数共计 5 户，解除限售股份数量为 11,760,000 股， 占公司总股本的 21.1207% ，限售期为自公司首次公开发行股票并上市之日起 12 个月。 3、本次解除限售股份的上市流通日期为 2025 年 11 月 7 日（星期五）。 一、首次公开发行前已发行股份概况 （一）首次公开发行股票情况 经中国证券监督管理委员会《关于同意武汉港迪技术股份有限公司首次公开发 行股票注册的批复》（证监许可〔2024〕1211 号）同意注册，公司首次公开发行人 民币普通股（A 股）股票 1,392.00 万股。并于 2024 年 11 月 7 日在深圳证券交易所 创业板上市。公司首次公开发行前总股本 41,760,000 股，首次公开发行后总股本 55,680,000 股。 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次解除限售的股份为武汉港迪技术股份有限公司（以下简称 ...

中泰证券股份有限公司关于 武汉港迪技术股份有限公司首次公开发行前已发行股份 解除限售并上市流通的核查意见 中泰证券股份有限公司（以下简称"中泰证券"或"保荐人"）作为武汉港迪技 术股份有限公司（以下简称"港迪技术"或"公司"）2024 年首次公开发行股票并在 创业板上市的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易 所股票上市规则》《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》及《深圳证券交易所上市公司自律监管指引第 13 号——保荐 业务》等相关法律、法规及规范性文件的规定，对港迪技术首次公开发行前已发 行股份解除限售并上市流通的事项进行了核查，具体情况如下： （一）首次公开发行股票情况 经中国证券监督管理委员会《关于同意武汉港迪技术股份有限公司首次公开发行 股票注册的批复》（证监许可〔2024〕1211 号）同意注册，公司首次公开发行人民币 普通股（A 股）股票 1,392.00 万股。并于 2024 年 11 月 7 日在深圳证券交易所创业 板上市。公司首次公开发行前总股本41,760,000 股，首次公开发行后总股本55,680,000 股。 （二）公司上市 ...

Core Viewpoint - On October 30, Gangdi Technology experienced a decline of 1.51% in stock price, with a trading volume of 30.10 million yuan, indicating a potential concern in market sentiment towards the company [1]. Financing Summary - On the same day, Gangdi Technology had a financing buy-in amount of 2.159 million yuan, with a net financing buy of 508,900 yuan after repaying 1.6502 million yuan [1][2]. - As of October 30, the total financing and margin trading balance for Gangdi Technology reached 81.9455 million yuan, accounting for 7.98% of its market capitalization [2]. Company Overview - Gangdi Technology, established on September 28, 2015, is located in Wuhan, Hubei Province, and specializes in the research, development, production, and sales of industrial automation products [2]. - The company's main revenue sources include intelligent control systems (63.66%), automation drive products (35.26%), management system software (0.57%), and other supplementary products (0.51%) [2]. Financial Performance - For the period from January to September 2025, Gangdi Technology reported a revenue of 361 million yuan, reflecting a year-on-year decrease of 3.30% [2]. - The net profit attributable to the parent company was 43.3869 million yuan, showing a significant year-on-year decline of 25.24% [2]. Shareholder Information - As of October 20, 2025, the number of shareholders for Gangdi Technology was 8,333, a decrease of 2.73% from the previous period, while the average circulating shares per person increased by 2.81% to 1,670 shares [2]. - The company has distributed a total of 55.68 million yuan in dividends since its A-share listing [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, having newly acquired 128,400 shares [3].

Core Viewpoint - On October 28, Gangdi Technology experienced a decline of 0.77% in stock price, with a trading volume of 23.1851 million yuan, indicating a negative sentiment in the market [1]. Financing Summary - On the same day, Gangdi Technology had a financing buy amount of 2.4248 million yuan, while the financing repayment was 3.6226 million yuan, resulting in a net financing buy of -1.1978 million yuan [1][2]. - As of October 28, the total financing and securities lending balance for Gangdi Technology was 82.1144 million yuan, accounting for 7.79% of its circulating market value [2]. Company Overview - Gangdi Technology, established on September 28, 2015, is located in the Wuhan University of Technology Science Park, Hubei Province, and is set to be listed on November 7, 2024 [2]. - The company primarily engages in the research, development, production, and sales of products in the industrial automation sector, with revenue composition as follows: intelligent control systems (63.66%), automation drive products (35.26%), management system software (0.57%), and others (0.51%) [2]. Financial Performance - For the period from January to September 2025, Gangdi Technology reported an operating income of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to shareholders of 43.3869 million yuan, down 25.24% year-on-year [2]. Shareholder Information - As of October 20, 2025, the number of shareholders for Gangdi Technology was 8,333, a decrease of 2.73% from the previous period, with an average of 1,670 circulating shares per person, an increase of 2.81% [2]. - The company has distributed a total of 55.68 million yuan in dividends since its A-share listing [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, holding 128,400 shares as a new shareholder [3].

Core Insights - The stock of Gangdi Technology increased by 1.03% on October 27, with a trading volume of 34.58 million yuan [1] - The company reported a financing buy-in of 4.07 million yuan and a net financing buy-in of 1.10 million yuan on the same day [1] - As of October 27, the total financing and securities lending balance for Gangdi Technology was 83.31 million yuan, accounting for 7.85% of its market capitalization [1] Financial Performance - For the period from January to September 2025, Gangdi Technology achieved a revenue of 361 million yuan, a year-on-year decrease of 3.30% [2] - The net profit attributable to the parent company was 43.39 million yuan, reflecting a year-on-year decline of 25.24% [2] Shareholder Information - As of October 20, the number of shareholders for Gangdi Technology was 8,333, a decrease of 2.73% from the previous period [2] - The average number of circulating shares per shareholder increased by 2.81% to 1,670 shares [2] - The company has distributed a total of 55.68 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, holding 128,400 shares as a new shareholder [3]

Group 1: Report General Information - Research object: Gangdi Technology [16] - Research date: October 27, 2025 [16] - Industry: Not specified [16] - Company representatives: Chairman Xiang Aiguo, CFO Zhang Lijuan, Sponsor representative Feng Weijun, Board secretary Zhou Yijun, Independent director Niu Hongbin [16] - Research participants: All investors participating in the online performance briefing of Gangdi Technology (301633) in Q3 2025 [19] Group 2: Company R & D and Product Information - R & D investment: From 2022 - 2024, R & D expenses were 33.712 million yuan, 40.4229 million yuan, and 48.161 million yuan, accounting for 6.65%, 7.39%, and 8.00% of revenue respectively. From January - September 2025, R & D expenses were 36.1837 million yuan, a 15.39% year - on - year increase, accounting for 10.03% of revenue [23] - Product achievements: The self - developed HF680N series 2400kW high - power energy feedback multi - drive system was applied to large shipbuilding gantry cranes; products were provided for the world's largest diameter full - face hard - rock vertical boring machine; the shield machine integrated special machine was widely used in major water conservancy projects; the container yard bridge automation system was upgraded; the operation and maintenance assistant based on RAG and knowledge graph was launched [24][25] - Medium and high - voltage inverter: Some models are in the testing and verification stage and are expected to be launched this year. The development plan focuses on technology upgrade, scenario expansion, and global layout, and forms synergy with existing products [26] - Semiconductor industry: The self - developed SD400 series servo system has been adapted to semiconductor core equipment and is being gradually launched into the market [28] Group 3: Company Business and Strategy - Overseas market: The company is actively expanding overseas business by adding organizations and professionals [26] - Future 3 - 5 years: The company aims for sustainable and high - quality development, increasing R & D, new product development, and overseas market expansion [26] - Talent introduction: The company plans to introduce high - end technical and composite talents and use diversified incentives [27] - Profit decline: The decline in net profit in the first three quarters is due to increased investment in sales, R & D, and management. The company plans to increase revenue, accelerate payment collection, and reduce costs [28][29]

Group 1: R&D Investment and Progress - The company's R&D investment exceeded 10% of revenue in the first three quarters of 2025, with a total of 36.18 million yuan, marking a 15.39% year-on-year increase and accounting for 10.03% of revenue [2][5] - R&D expenses from 2022 to 2024 were 33.71 million yuan, 40.42 million yuan, and 48.16 million yuan, representing 6.65%, 7.39%, and 8.00% of revenue respectively [2][3] - Key products developed include high-power energy feedback multi-drive systems and integrated shield tunneling machines, contributing to major national projects [3][4] Group 2: Market Expansion and Product Development - The company is advancing its medium and high-voltage inverter product line, with some models entering testing and expected to launch by the end of the year [5][6] - Plans for overseas market expansion include establishing new organizational structures and increasing professional talent to support international business growth [6][7] - The company aims for sustainable, high-quality development over the next 3-5 years, focusing on technology R&D, new product development, and market expansion [6][7] Group 3: Financial Performance and Strategies - The company's net profit saw a slight year-on-year decline in the first three quarters, attributed to increased investments in sales, R&D, and management [7] - Strategies to improve profitability include expanding sales channels, enhancing accounts receivable management, and optimizing cost structures [7] - The company is committed to ensuring steady growth in revenue and profit while safeguarding investor interests [7]

Core Insights - The company reported a total revenue of 360 million yuan and a net profit of 43.39 million yuan for the first three quarters of 2025, showing a slight decline compared to the previous year [1] - The company focuses on integrated "software and hardware" solutions for industrial automation, with applications across various industries including ports, construction, and petrochemicals [1] - As a key "little giant" enterprise, the company emphasizes R&D, with R&D expenses reaching 36.18 million yuan, a 15.39% increase year-on-year, accounting for over 10% of total revenue [1] Industry Applications - The company’s products, including the HF680N series energy feedback multi-drive system, have been successfully integrated into major national projects, enhancing the shipbuilding industry [1] - In the water conservancy sector, the company’s specialized shield tunneling machines are utilized in significant national projects such as the South-to-North Water Diversion Project [1] - The company’s shield-specific frequency converters are critical components for tunneling machines, providing high power density and strong deblocking capabilities, serving various tunneling projects [2] Clientele and Market Opportunities - The company has established relationships with major clients such as China Railway Engineering Equipment, China Railway Construction Heavy Industry, and China Communications Construction Group [2] - The company is poised to capitalize on market opportunities arising from the "14th Five-Year Plan" and related policies, particularly in the deep earth economy sector [2]

Core Viewpoint - The company has released its third-quarter financial report for 2025, ensuring the accuracy and completeness of the information disclosed, and has committed to transparency in its financial practices [2][10][12]. Financial Data Summary - The company reported a year-on-year increase in R&D expenses of 15.39%, totaling 36,183,690.34 yuan, sales expenses increased by 16.84% to 35,530,929.83 yuan, and management expenses rose by 26.13% to 38,185,462.01 yuan [7]. - The company has implemented a new accounting policy effective January 1, 2024, regarding quality assurance liabilities, which necessitated retrospective adjustments but did not impact net assets or net profits for the comparative periods [3][4]. Shareholder Information - The company confirmed that there were no changes in the major shareholders or the status of shares available for lending in the reporting period [6]. Other Important Matters - The company is focusing on three strategic directions to enhance sales and profitability: expanding product sales, improving accounts receivable management, and optimizing cost structures to enhance operational efficiency [7]. - The board of directors held a meeting on October 23, 2025, to review and approve the third-quarter report, confirming that the report complies with legal and regulatory requirements [11][12].

Core Insights - The company reported a revenue of 360 million yuan for the first three quarters, remaining stable compared to the same period last year, while the net profit attributable to shareholders decreased to 43.39 million yuan [1] - The company has increased its R&D investment, with R&D expenses reaching 36.18 million yuan, a year-on-year growth of 15.39%, accounting for 10.03% of total revenue [1] - The company specializes in integrated hardware and software solutions for industrial automation, with key products including frequency converters and intelligent control systems, serving over 20 industries [1] Financial Performance - Revenue for the first three quarters was 360 million yuan, showing no significant change year-on-year [1] - Net profit attributable to shareholders was 43.39 million yuan, indicating a decline compared to the previous year [1] - R&D expenses increased to 36.18 million yuan, representing a 15.39% increase year-on-year [1] R&D and Technological Advancements - The company has focused on enhancing its core competitiveness through R&D, with R&D expenses now constituting over 10% of revenue [1] - The company has achieved significant technological breakthroughs, including the HF680N series 2400kW energy feedback multi-drive system, which has been applied in large-scale shipbuilding [1] - The company’s shield tunneling specialized frequency converters are critical components for tunneling projects, showcasing high power density and strong deblocking capabilities [2] Market Position and Industry Trends - The company is well-positioned in the deep earth economy sector, which is gaining traction as a new growth engine following low-altitude and deep-sea economies [2] - The company’s products have contributed to record-breaking achievements in vertical tunneling projects, indicating strong market demand and application [2] - The company is actively monitoring the "14th Five-Year Plan" and related policies to capitalize on opportunities in the deep earth economy [2]