登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002985 证券简称：北摩高科 公告编号：2025-035 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 本次业绩预告是公司基于自身专业判断进行的初步估算，未经会计师事务所审计。公司尚未发现可能影 响本期业绩预告内容准确性的重大不确定因素。 五、其他相关说明 本次业绩预告是公司财务部门的初步估算结果，具体财务数据将在公司2025年第三季度报告中详细披 露。敬请广大投资者谨慎决策，注意投资风险。 1、业绩预告期间：2025年1月1日至2025年9月30日。 2、业绩预告情况：预计净利润为正值且属于同向上升情形 二、与会计师事务所沟通情况 本业绩预告未经过注册会计师审计。 三、业绩变动原因说明 1.公司按要求完成产品交付，业务稳步增长； 2.公司加强成本控制，成本、费用同比下降。 四、风险提示 特此公告。 北京北摩高科摩擦材料股份有限公司董事会 2025年10月09日 ...

Core Viewpoint - Zhejiang Kema Friction Material Co., Ltd. (Kema Materials) has submitted its IPO registration, with the underwriting agency being Guotou Securities, taking 15 days from approval to registration submission [2]. Financial Performance - The company's total assets as of December 31, 2024, are approximately 628.07 million yuan, an increase from 557.38 million yuan in 2023 and 545.75 million yuan in 2022 [3]. - Total equity attributable to shareholders reached approximately 558.60 million yuan in 2024, up from 487.07 million yuan in 2023 and 460.70 million yuan in 2022 [3]. - The company reported operating revenues of approximately 249.03 million yuan in 2024, compared to 198.96 million yuan in 2023 and 202.16 million yuan in 2022 [3]. - The net profit for 2024 is approximately 71.03 million yuan, an increase from 49.05 million yuan in 2023 and 41.65 million yuan in 2022 [3]. - The gross profit margin improved to 47.39% in 2024 from 41.48% in 2023 and 34.91% in 2022 [3]. - The weighted average return on net assets was 13.68% in 2024, up from 10.46% in 2023 and 9.55% in 2022 [3]. Growth Projections - For the first half of 2025, the company expects an 11.37% year-on-year increase in operating revenue, with net profit attributable to shareholders expected to grow by 30.68% [4]. - For the first nine months of 2025, projected operating revenue is between 194 million yuan and 200 million yuan, indicating a growth rate of 2.55% to 5.72% [4]. - The net profit for the same period is expected to be between 61 million yuan and 65 million yuan, reflecting a year-on-year growth of 10.05% to 17.27% [4]. Shareholding Structure - The actual controllers of the company, Wang Zonghe, Liao Aixia, Wang Tingting, and Xu Changcheng, collectively control 52.97 million shares, accounting for 84.40% of the total share capital [6]. - Wang Zonghe and Liao Aixia are a married couple, while Xu Changcheng is their son-in-law, and Wang Tingting is their daughter [6]. Management Team - Wang Zonghe has extensive experience in the friction materials industry, having held various leadership positions since 1995 and currently serving as the chairman [6]. - Liao Aixia has a background in education and library services, currently serving as a director and assistant general manager [7]. - Xu Changcheng, with a background in education and sales, has been with the company in various roles since 2010 and currently serves as a director and general manager [7]. - Wang Tingting, who holds Australian permanent residency, has transitioned from sales roles to brand management within the company [8].

Group 1: Company Highlights - Zhejiang Kema Friction Material Co., Ltd. focuses on the R&D, production, and sales of dry and wet paper-based friction materials, emphasizing the development of new friction materials [2] - The company has transitioned to dry extrusion technology, which reduces organic solvent usage, lowers natural gas consumption, and enhances product performance, with wet process products officially discontinued in July 2023 [3] - For the first half of 2024, the company reported revenue of 125.16 million yuan, a year-on-year increase of 40.55%, and a net profit of 34.18 million yuan, up 89.54% [4] Group 2: Market Position and Performance - Xi'an Yisiwei Material Technology Co., Ltd. is a leading manufacturer of 12-inch silicon wafers, ranking first in mainland China and sixth globally, with a market share of approximately 6% in monthly shipments and 7% in production capacity [5] - The company received government subsidies totaling 11.36 million yuan, 18.17 million yuan, and 34.90 million yuan over the reporting periods, benefiting from tax incentives as a high-tech enterprise [6] Group 3: Financial Performance - Harbin Itama Dapeng Industrial Co., Ltd. reported revenues of 247.36 million yuan, 259.72 million yuan, and 264.69 million yuan over the reporting periods, with net profits of 35.91 million yuan, 40.31 million yuan, and 38.11 million yuan [8] - The company received government subsidies of 7.53 million yuan, 15.75 million yuan, and 14.29 million yuan, which accounted for 16.41%, 28.16%, and 28.86% of total profits, indicating stable government support for its specialized equipment production [9]

Core Viewpoint - Beimo High-Tech has experienced a decline in stock price over four consecutive trading days, with a cumulative drop of -2.91% [1] Company Overview - Beijing Beimo High-Tech Material Co., Ltd. is a specialized manufacturer of brake systems for civil and military aircraft, as well as ground equipment, and is recognized as a national high-tech enterprise [1] - The company is a designated research and production unit for the equipment development department of the Central Military Commission of the People's Liberation Army [1] Financial Performance - The report indicates that the Fuguo Fund's Fuguo Zhongzheng Military Industry Leader ETF has increased its holdings in Beimo High-Tech, ranking among the top ten shareholders [1] - The ETF has achieved a year-to-date return of 17.06%, ranking 830 out of 3421 in its category [2] Fund Management - The fund managers for the Fuguo Zhongzheng Military Industry Leader ETF are Wang Lele and Niu Zhidong [4] - Wang Lele has over ten years of experience in the investment industry and has held various positions within Fuguo Fund since 2015 [5][6] - Niu Zhidong has also been with Fuguo Fund since 2010, serving in multiple roles related to quantitative investment [6][8] Fund Performance Metrics - The ETF has shown a performance increase of 1.18% over the past week, 7.68% over the past month, and 18.28% over the past three months [2] - The year-to-date performance of the ETF is 17.06%, which is significantly higher than the average of its peers at 12.66% [2]

Core Viewpoint - Zhejiang Kema Friction Material Co., Ltd. has met the requirements for issuance, listing, and information disclosure as per the North Exchange's review meeting [2] Group 1: Business Overview - The company specializes in the research, production, and sales of dry clutch friction plates and wet paper-based friction plates, focusing on the development and application of new friction materials [2] Group 2: Financial Performance - In 2022, 2023, and 2024, the company's operating revenues were 202 million, 199 million, and 249 million respectively, with net profits of 41.65 million, 49.05 million, and 71.03 million respectively [4] - For the first quarter of 2025, the company reported an operating revenue growth of 18.43% year-on-year, with a net profit increase of 41.56% after excluding non-recurring gains and losses [4] - For the first half of 2025, the estimated operating revenue is between 136 million to 141 million, reflecting a year-on-year growth of approximately 8.66% to 12.65%, with net profits expected to be between 43 million to 47 million, indicating a growth of 23.49% to 34.98% [4] Group 3: Market and Performance Stability - The North Exchange has requested the company to explain the rationale behind its gross margin being higher than that of its industry peers and to clarify the differences in gross margins when selling to manufacturers versus traders [3] - The company is also required to address the stability of its operating performance, including market space and expansion capabilities for its products, and whether there is a risk of demand shrinkage for dry friction plates [3]

Group 1 - The Beijing Stock Exchange's listing committee approved Zhejiang Kema Friction Material Co., Ltd. for IPO, marking the 41st company approved this year [1] - Kema Materials specializes in the research, production, and sales of dry friction plates and wet paper-based friction plates, focusing on the development and application of new friction materials [1] - The company plans to issue up to 20.62 million shares, aiming to raise approximately 206.17 million yuan for projects related to environmentally friendly clutch friction materials and R&D center upgrades [4] Group 2 - Kema Industrial holds 65.87% of Kema Materials' shares, making it the controlling shareholder, with key individuals Wang Zonghe and Liao Aixia holding significant stakes [2][3] - The actual controllers of the company, including Wang Zonghe, Liao Aixia, Xu Changcheng, and Wang Tingting, have signed a consensus agreement to ensure unified decision-making in major operational matters [3] - The company has not experienced any changes in its controlling shareholder or actual controllers during the reporting period [3] Group 3 - The underwriting institution for Kema Materials is Guotou Securities, which has successfully sponsored two IPO projects this year [1] - The company has faced inquiries regarding the authenticity of its revenue, stability of operating performance, and related party transactions, which require verification from the underwriting institution and accountants [5][6]

Core Viewpoint - Zhejiang Kema Friction Material Co., Ltd. has received approval for its IPO application from the Beijing Stock Exchange, indicating a positive outlook for the company's growth and market potential [2]. Group 1: Company Overview - The company specializes in the research, production, and sales of dry friction plates and wet paper-based friction plates, focusing on the development and application of new friction materials [4]. - Founded in November 2009 and transformed into a joint-stock company in March 2011, Kema has a total share capital of 62.76 million shares before the issuance [4]. - As of the end of 2024, the company employs a total of 474 people [4]. Group 2: Shareholding Structure - Kema Industrial holds 65.87% of the company's shares, making it the controlling shareholder [5]. - The actual controllers of the company are Wang Zonghe, Liao Aixia, Xu Changcheng, and Wang Tingting, who collectively control 84.40% of the total share capital [5]. Group 3: Financial Performance - The company's revenue for the reporting period was 202.16 million yuan, 198.96 million yuan, and 249.03 million yuan, with net profits of 36.95 million yuan, 44.27 million yuan, and 68.72 million yuan respectively [6]. - As of December 31, 2024, total assets amounted to 628.07 million yuan, with total equity of 559.18 million yuan [7]. - The company achieved a gross profit margin of 47.39% in 2024, up from 41.48% in 2023 and 34.91% in 2022 [7]. Group 4: Key Inquiries from Review Meeting - Questions raised during the review meeting included the authenticity of revenue, the stability of operating performance, and the nature of financial transactions with related parties [8][9]. - The company was asked to clarify the reasons for its higher gross profit margin compared to industry peers and to provide insights into market demand and potential risks of performance decline [8].

Group 1 - This week, one new stock, Hongyuan Co., is set for subscription on the Beijing Stock Exchange, with the subscription starting on Monday [2] - Last week, three new stocks debuted in the A-share market, with significant first-day gains: Hansang Technology surged by 186.72%, Tianfulong increased by 140.68%, and Youli Intelligent rose by 246.89% [2] Group 2 - Three companies are undergoing IPO review this week, including two on the Beijing Stock Exchange (Kema Materials and Dapeng Industrial) and one on the Sci-Tech Innovation Board [3] - Kema Materials aims to raise 206 million yuan through its IPO, with projected revenues of 202 million yuan, 199 million yuan, and 249 million yuan for 2022, 2023, and 2024 respectively, and net profits of approximately 41.65 million yuan, 49.05 million yuan, and 71.03 million yuan for the same years [3] - The actual controllers of Kema Materials are closely related, with a family structure controlling 84.4% of the company's shares [3][5] Group 3 - The board of Kema Materials consists of seven directors, with significant representation from the controlling family, including the chairman and two other board members [4] - Key positions within the company are held by relatives of the actual controllers, indicating a strong family influence in management [5] - The company has seen a 40% increase in IPO counseling filings, with seven new companies added [5][7]

Core Viewpoint - Tianyi New Materials (688033.SH) is taking steps to revitalize its assets and improve cash flow by selling machinery and land related to its automotive brake pads and components business [1] Group 1: Asset Disposal - The company plans to sell machinery related to automotive brake pads and components to Zhuhai Glailey Friction Materials Co., Ltd. for a price of 17.5 million yuan [1] - The company intends to transfer the land use rights and buildings located at No. 5 Huanning Road, Wuqing District, Tianjin, to Chongqing Hongmai Tianxia Industrial Development Group Co., Ltd. for 33.9 million yuan [1] Group 2: Business Restructuring - Tianyi New Materials' main business includes rail transit vehicle brake pads and automotive brake pads, and the disposal of the land and machinery will lead to the divestment of the automotive brake pads and components business [1] - The production line for rail transit brake pads will be relocated to the Beijing base, along with the related machinery, and the subsidiary Tianyi will be subsequently deregistered [1]

Core Viewpoint - Zhejiang Kema Materials Co., Ltd. is preparing for its IPO on the Beijing Stock Exchange, aiming to raise approximately 206 million yuan for various projects [1] Company Overview - Kema Materials specializes in the research, production, and sales of dry friction plates and wet paper-based friction plates, focusing on the development and application of new friction materials [1] - The company’s IPO was accepted on June 27, 2024, and it entered the inquiry phase on July 24, 2024 [1] Fundraising Purpose - The funds raised from the IPO will be allocated to the technological transformation project for environmentally friendly clutch friction materials and the upgrade of the research and development center [1]