证券代码：002806 证券简称：华锋股份 债券代码：128082 债券简称：华锋转债 广东华锋新能源科技股份有限公司 3、请问林程教授，年报提到同时聚焦低空经济、电动船舶 市场相关业务，提前谋划布局，全力推动市场开拓工作！具体有 哪些安排？如开展低空，以目前华锋区区二十亿不到的市值，是 肯定作为不大的，后续如何做到进一步引资？ 投资者您好：公司依托新能源汽车电控及驱动系统的技术积 累，积极布局低空飞行器核心部件，向低空飞行器的电机、电控 系统进行技术延伸；在电动船舶方面，开展电控技术迁移与产品 适配，转化为船舶动力系统，通过船级社认证，满足电动船舶对 高可靠性电控的需求。多谢您的关注。 4、请问对于接下来的车联网以及自动驾驶方面，公司有什 么布局？ 投资者您好：公司新能源汽车事业部将直面智能网联电动汽 车大发展的时代浪潮，充分发挥公司产学研深度融合的先天优 势，强化创新力度。借助 AI 赋能，将公司现有的电动商用车电 控系统产品拓展为面向下一代智能载运工具动力系统平台的智 能核心部件。多谢您的关注。 投资者关系活动记录表 编号：2025-001 | | □特定对象调研 □分析师会议 | | --- | -- ...

Core Insights - Twin Disc, Incorporated (TWIN) shares have increased by 6.2% since the fiscal third quarter results, outperforming the S&P 500 index which rose by 0.6% during the same period [1] - The company reported a net loss of 11 cents per share in the fiscal third quarter, compared to a net income of 27 cents per share in the previous year [2] - Net sales increased by 9.5% year-over-year to $81.2 million, driven by the Marine and Propulsion Systems and Industrial segments, along with contributions from recent acquisitions [2] - Despite revenue growth, profitability declined sharply with a net loss of $1.5 million compared to a net income of $3.8 million a year ago [3] - EBITDA fell by 42.7% to $4 million from $7 million, attributed to lower operating income, foreign currency losses, and higher pension-related amortization [3] Financial Performance - Gross profit rose to $21.7 million from $20.9 million, but gross margin decreased by approximately 150 basis points to 26.7% due to an unfavorable product mix [4] - Operating income dropped to $2 million from $3.6 million, impacted by a 13.2% increase in marketing, engineering, and administrative expenses [4] - The six-month order backlog increased to $133.7 million from $124 million, indicating stable demand across product categories [6] Regional and Segment Performance - Europe captured a larger share of revenue aided by the Katsa acquisition, while North America saw strong demand in the Marine and Propulsion segment [5] - Industrial sales surged by 56.2% to $9.7 million, while Land-Based Transmissions declined by 6.9% to $17.8 million [5] Management Insights - The CEO emphasized sequential margin improvement and strength in core marine markets, particularly in North America and Europe [7] - The CFO highlighted positive operating cash flow of $7.5 million and disciplined cost control efforts, despite foreign exchange volatility impacting earnings [8] Strategic Developments - Twin Disc completed the acquisition of Kobelt, aligning with its strategic goals to strengthen its industrial and marine technology portfolio [11] - The company's capital allocation strategy focuses on bolt-on acquisitions, debt reduction, and dividends, returning $1.7 million to shareholders during the quarter [11]