J.S. Machine(SZ:000821) 鑫椤锂电·2025-09-11 08:19Core Viewpoint - The announcement from Jing Shan Light Machine indicates a significant procurement order from a leading lithium battery company, amounting to approximately 1.005 billion yuan, which is expected to positively impact the company's future financial performance [1][4][5]. Group 1: Order Details - Jing Shan Light Machine's wholly-owned subsidiary, Huizhou Sanxie Precision Co., Ltd., signed a procurement order agreement on September 9, with a total order value of about 1.005 billion yuan (including tax) [1][4]. - This order represents 11.52% of Jing Shan Light Machine's audited revenue for the fiscal year 2024 and 201.45% of Sanxie Precision's audited revenue for the same period, indicating a substantial scale [4]. Group 2: Historical Context - The historical collaboration between Jing Shan Light Machine and the client has been strong, with total transaction amounts (including tax) of approximately 317 million yuan, 160 million yuan, and 252 million yuan from 2022 to 2024, representing 6.51%, 2.22%, and 2.89% of the company's audited revenue for those years, respectively [4]. - As of the first half of 2025, the total transaction amount has reached 1.02 billion yuan, accounting for 27.97% of the company's unaudited revenue for that period, highlighting the ongoing cooperative relationship [5]. Group 3: Future Impact - The company anticipates that this order will have a positive impact on its operating performance for 2025 and beyond, showcasing its technical strength and market competitiveness in the lithium battery equipment sector [5].