Group 1: Investor Relations Activity - The investor relations activity was an earnings briefing held on May 14, 2025, via an online platform [3] - Participants included the company's chairman and general manager, as well as the board secretary and financial officer [3] Group 2: Key Business Opportunities - The company sees growth opportunities in the automotive aftermarket, particularly in vehicle recycling and battery recovery [5] - The revised regulations in 2023 for vehicle recycling are expected to unlock over 100 billion CNY in circular economy value, with an estimated 15 million vehicles expected to be scrapped by 2025 [5] - The company's revenue from vehicle recycling and dismantling reached 77.57 million CNY in 2024, a year-on-year increase of 194.41% [5] Group 3: Battery Recovery Insights - With over 60 million new energy vehicles in circulation, the retired battery volume is projected to exceed 350,000 tons in 2024, making battery recovery a significant market [5] - The recovery rate for metals like lithium, cobalt, and nickel has surpassed 90%, with recycled lithium expected to account for 20% of the supply by 2024 [5] Group 4: Financial Performance and Future Plans - The company anticipates that the battery recovery project will become a key growth area, although it has not yet generated revenue or profit [6][7] - The first quarter of 2025 saw revenue from vehicle recycling reach 35 million CNY, supported by new government policies aimed at enhancing the recycling economy [7] Group 5: Shareholder Engagement - The company announced a dividend distribution on April 25, 2025, to be implemented within two months after the annual shareholder meeting on May 15, 2024 [8] - There are currently no plans for acquisitions, but the company is monitoring potential strategic opportunities in the market [8] Group 6: Market Outlook - The company expresses confidence in its long-term value despite short-term stock price fluctuations influenced by market sentiment [9] - Future efforts will focus on enhancing the vehicle dismantling and battery recovery projects to generate quality profit streams [9]

Group 1: Financial Performance - In 2024, the company achieved operating revenue of 26.77 billion yuan, a year-on-year decrease of 14.79%, accounting for 74.47% of total revenue [3] - In Q1 2025, the company reported operating revenue of 6.85 billion yuan, down 26.88% year-on-year, with a net profit of 8.18 million yuan, an increase of 155.75% compared to the same period last year [3] - The automotive parts business produced 2.549 million crankshafts in 2024, a year-on-year increase of 43.89%, and sold 2.531 million crankshafts, up 40.84% [2] Group 2: Production Capacity and Strategy - The company has 26 advanced flexible crankshaft production lines with an annual production capacity of 2.6 million crankshafts [3] - In 2025, the company plans to invest 200 million yuan to build a new production line for 600,000 crankshafts for electric vehicles, with a construction period of 16 months [3] - The company is currently operating at full capacity with no room for further production increases [3] Group 3: Automotive Sales and Services - In 2024, the company optimized its brand structure by closing and transferring inefficient stores and focusing on new energy brands [4] - The automotive sales business experienced a seasonal decline in Q1 2025 due to the Spring Festival and uncertainty regarding government subsidies, but sales began to recover in March and April [4] - The Xiaomi Automotive Tianjin Airport Sales and Service Center opened on December 28, 2024, with orders starting delivery in March 2025, contributing to the sales and service business [5] Group 4: Future Plans and Market Position - The company aims to enhance production capacity and expand product categories in the automotive parts sector, focusing on new energy vehicle components [5] - There are no current plans to establish a self-built blank parts factory, and the supply of blank parts is stable [6] - The company is actively seeking new customers and orders to address the increasing demand for crankshaft production [5]

中兴财光华会计师事务所（特殊普通合伙）关于对深交所 公司部关注函〔2023〕第 70 号的回复 深圳证券交易所上市公司管理一部： 深圳市全新好股份有限公司（以下简称"全新好"、"全新好公司"或"公 司"）转来的《关于对深圳市全新好股份有限公司的关注函》公司部关注函〔2023〕 第 70 号（以下简称"《关注函》"）奉悉。作为全新好 2022 年度年审机构，我 们已对贵部在《关注函》中提及的要求我所核查并发表明确意见的事项进行了审 慎核查，现汇报如下： 问题： 2023 年 1 月 19 日，你公司披露的《2022 年年度业绩预告》（以下简称"业 绩预告"）显示，你公司预计 2022 年实现归属于上市公司股东的净利润（以下 简称"净利润"）为 660 万元至 990 万元，扣除非经常性损益后的净利润为 960 万元至 1,390 万元，其中包括债务重组收益 1,312 万元。我部对此表示关注， 请你公司就以下事项进行核实并作出说明： 1.2022 年 10 月 26 日，你公司披露的《2022 年三季度报告》显示，你公司 前三季度实现净利润-893.34 万元。2022 年 12 月 21 日，你公司披露的《关 ...