未及时披露子公司火灾损失2.42亿元 岱美股份被出具警示函

Core Viewpoint - Daimay Co., Ltd. received a warning letter from the Shanghai Securities Regulatory Commission due to a failure to timely disclose a significant event related to a fire incident at its subsidiary in Mexico, which resulted in an economic loss of 242 million yuan, accounting for 30.17% of the company's latest audited net profit of 802 million yuan [1] Group 1: Incident Details - A fire occurred at Daimay's subsidiary, Daimay Mexico Automotive Interior Parts Co., Ltd., on May 11, 2025, causing damage estimated at 33.75 million USD (approximately 242 million yuan) [1] - The fire happened during a non-production period over the weekend, with no casualties or major supply disruptions reported [1] Group 2: Financial Impact - The loss from the fire led to a significant decline in Daimay's net profit for the first half of 2025, with reported revenue of 3.175 billion yuan, a year-on-year decrease of 3.35%, and a net profit of 241 million yuan, down 42.56% year-on-year [2] - Excluding the fire loss and tariff costs, the actual net profit for the first half of 2025 would have been approximately 431 million yuan, reflecting a slight year-on-year increase of 2.48% [2] Group 3: Insurance and Compensation - The insurance company AXA has accepted the claim for the fire loss, with a total claim amounting to approximately 46.28 million USD (around 327 million yuan) [2] - On December 2, 2025, Daimay announced that it received a prepayment of 14.7 million USD (approximately 104 million yuan) from the insurance company [2] Group 4: Company Overview - Daimay Co., Ltd. was established in 2001 and listed on the Shanghai Stock Exchange in 2017, specializing in automotive parts, including sun visors, headrests, armrests, ceiling control units, and interior lights [2] - The company has production bases in China, the United States, France, and Mexico, and has established sales and service networks in countries such as Japan, Germany, South Korea, the UK, and Spain [2] - Daimay's clients include major automotive manufacturers such as Mercedes-Benz, BMW, Audi, General Motors, Ford, Chrysler, Volkswagen, PSA, Toyota, Honda, and Nissan, as well as domestic companies like SAIC, FAW, Dongfeng, and Great Wall [2]