11月24日，金麒麟盘中上涨2.06%，截至13:29，报17.87元/股，成交1954.02万元，换手率0.56%，总市 值35.03亿元。 截至9月30日，金麒麟股东户数2.21万，较上期增加7.99%；人均流通股8863股，较上期减少7.40%。 2025年1月-9月，金麒麟实现营业收入13.81亿元，同比增长12.23%；归母净利润1.33亿元，同比增长 95.63%。 资金流向方面，主力资金净流出267.61万元，大单买入105.89万元，占比5.42%，卖出373.50万元，占比 19.11%。 分红方面，金麒麟A股上市后累计派现6.68亿元。近三年，累计派现2.84亿元。 机构持仓方面，截止2025年9月30日，金麒麟十大流通股东中，招商量化精选股票发起式A（001917） 退出十大流通股东之列。 责任编辑：小浪快报 金麒麟今年以来股价涨27.01%，近5个交易日跌4.90%，近20日跌9.01%，近60日跌15.27%。 今年以来金麒麟已经3次登上龙虎榜，最近一次登上龙虎榜为5月8日，当日龙虎榜净买入-830.14万元； 买入总计2938.21万元 ，占总成交额比5.91%；卖出总计3768. ...

金麒麟今年以来股价涨29.78%，近5个交易日跌2.67%，近20日跌5.14%，近60日跌8.47%。 机构持仓方面，截止2025年9月30日，金麒麟十大流通股东中，招商量化精选股票发起式A（001917） 退出十大流通股东之列。 今年以来金麒麟已经3次登上龙虎榜，最近一次登上龙虎榜为5月8日，当日龙虎榜净买入-830.14万元； 买入总计2938.21万元 ，占总成交额比5.91%；卖出总计3768.35万元 ，占总成交额比7.57%。 责任编辑：小浪快报 11月19日，金麒麟盘中下跌2.04%，截至11:19，报18.26元/股，成交1773.23万元，换手率0.49%，总市 值35.80亿元。 截至9月30日，金麒麟股东户数2.21万，较上期增加7.99%；人均流通股8863股，较上期减少7.40%。 2025年1月-9月，金麒麟实现营业收入13.81亿元，同比增长12.23%；归母净利润1.33亿元，同比增长 95.63%。 资金流向方面，主力资金净流出101.36万元，大单买入47.43万元，占比2.67%，卖出148.79万元，占比 8.39%。 分红方面，金麒麟A股上市后累计派现6.49亿元。 ...

Core Viewpoint - Longi Machinery is a national high-tech enterprise focused on the automotive brake safety sector, specializing in the research, production, and sales of core components of automotive brake systems, namely brake discs and drums [1] Company Overview - Longi Machinery emphasizes core technology breakthroughs to optimize brake performance parameters and ensures product precision and reliability through refined manufacturing [1] - The company provides professional and safe brake component solutions for both vehicle manufacturers and the aftermarket [1] - Longi Machinery is a key supplier to the China Academy of Launch Vehicle Technology, primarily supplying brake discs and other brake components [1]

Company Overview - Jin Qilin Co., Ltd. is located at 999 Fu Le Road, Le Ling City, Shandong Province, established on August 10, 1999, and listed on April 6, 2017. The company specializes in the research, production, and sales of friction materials and braking products [2]. Financial Performance - For the period from January to September 2025, Jin Qilin achieved operating revenue of 1.381 billion yuan, representing a year-on-year growth of 12.23%. The net profit attributable to the parent company was 133 million yuan, showing a significant year-on-year increase of 95.63% [2]. - Since its A-share listing, Jin Qilin has distributed a total of 649 million yuan in dividends, with 265 million yuan distributed over the past three years [3]. Stock Performance - As of October 31, Jin Qilin's stock price increased by 2.00%, reaching 19.37 yuan per share, with a trading volume of 26.80 million yuan and a turnover rate of 0.71%. The total market capitalization is 3.798 billion yuan [1]. - Year-to-date, Jin Qilin's stock price has risen by 37.67%. However, it has experienced a decline of 1.12% over the last five trading days and a 2.66% drop over the past 20 days, while showing a 12.35% increase over the last 60 days [2]. Shareholder Information - As of September 30, the number of Jin Qilin's shareholders was 22,100, an increase of 7.99% from the previous period. The average number of circulating shares per person decreased by 7.40% to 8,863 shares [2]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of Jin Qilin included a notable change, with the "Zhaoshang Quantitative Selected Stock Initiation A" (001917) exiting the list of top ten shareholders [3].

Core Viewpoint - Jin Qilin is a leading manufacturer of friction materials and braking products in China, with significant investment value due to its advanced R&D technology and full industry chain advantages [1] Group 1: Business Performance - For Q3 2025, Jin Qilin reported revenue of 1.381 billion yuan, ranking 52nd among 103 companies in the industry, significantly lower than the top company Weichai Power at 170.571 billion yuan and second-ranked Top Group at 20.928 billion yuan [2] - The revenue breakdown shows that brake pads generated 656 million yuan (67.97%), brake discs contributed 287 million yuan (29.73%), and other businesses accounted for 22.18 million yuan (2.30%) [2] - The net profit for the same period was 133 million yuan, ranking 39th in the industry, again far below Weichai Power's 10.852 billion yuan and Top Group's 1.969 billion yuan, but above the industry average of 275 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Jin Qilin's debt-to-asset ratio was 13.84%, down from 15.61% year-on-year, significantly lower than the industry average of 39.06%, indicating strong solvency [3] - The gross profit margin for the same period was 22.81%, an increase from 20.98% year-on-year, and higher than the industry average of 21.53%, reflecting strong profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 7.99% to 22,100, while the average number of circulating A-shares held per shareholder decreased by 7.40% to 8,863.55 [5] - Notably, the fund "Zhaoshang Quantitative Selected Stock Initiation A" (001917) exited the top ten circulating shareholders [5] Group 4: Executive Compensation - The chairman and general manager, Sun Peng, saw his compensation decrease from 1.2985 million yuan in 2023 to 990,000 yuan in 2024, a reduction of 308,500 yuan [4]

Core Insights - The company reported strong cumulative performance for the first three quarters of 2025, but faced a decline in both revenue and net profit in the third quarter [1][2] - The third quarter saw a year-on-year revenue decrease of 8.39% and a net profit decline of 26.97%, indicating operational pressures [1] - The company’s net profit margin for the third quarter was 6.15%, down 1.57 percentage points from the previous year, while the gross profit margin increased to 24.79%, up 4.60 percentage points [1] Financial Performance - Cumulative revenue for the first three quarters reached 1.381 billion yuan, a year-on-year increase of 12.23%, while net profit attributable to shareholders was 133 million yuan, up 95.63% [1] - In the third quarter, brake pad revenue fell by 10.83% and brake disc revenue decreased by 5.71%, despite a 33.99% increase in other product revenues, which were insufficient to offset the declines in main products [1] - Domestic sales revenue grew by 38.09%, but international sales revenue dropped by 15.36%, negatively impacting overall performance [1] Historical Context - In the 2024 annual report, the company experienced a similar trend with revenue growth of 8.46% but a net profit decline of 30.81%, attributed to increased freight costs and exchange rate fluctuations [2] - The company, established in 1999 and listed in 2017, specializes in brake friction materials and has a global presence, serving over 70 countries [2] Strategic Considerations - Future challenges for the company include balancing domestic and international sales, managing exchange rate fluctuations, and improving accounts receivable management efficiency [3]

证券代码：603586 证券简称：金麒麟 公告编号：2025-041 山东金麒麟股份有限公司 2025 年第三季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 山东金麒麟股份有限公司（以下简称"公司"）根据上海证券交易所《上市公 司行业信息披露指引第六号——汽车制造》《关于做好上市公司 2025 年第三季度 报告披露工作的通知》要求，现将公司 2025 年第三季度主要经营数据披露如下： 单位：元，币种：人民币 | 分产品 | 营业收入 | 营业成本 | 毛利率 | 营业收入比 | 营业成本比 | | 毛利率比 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （%） | 上年增减（%） | 上年增减（%） | | 上年增减（%） | | 刹车片 | 273,193,544.21 | 205,511,532.79 | 24.77 | -10.83 | -14.91 | 上升 3.61 | 个百分点 | | 刹车盘 | 132,223, ...

Core Points - The stock price of Jinqilin increased by 2.15% on October 20, reaching 19.00 CNY per share, with a total market capitalization of 3.725 billion CNY [1] - Year-to-date, Jinqilin's stock price has risen by 35.04%, but it has seen a slight decline of 0.21% over the last five trading days [2] Financial Performance - For the first half of 2025, Jinqilin reported a revenue of 964 million CNY, representing a year-on-year growth of 24.34%, and a net profit attributable to shareholders of 108 million CNY, which is a significant increase of 226.14% [2] - Since its A-share listing, Jinqilin has distributed a total of 649 million CNY in dividends, with 265 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Jinqilin had 20,500 shareholders, an increase of 13.05% from the previous period, with an average of 9,571 circulating shares per shareholder, a decrease of 11.54% [2] - Among the top ten circulating shareholders, the "Zhaoshang Quantitative Selected Stock Initiation A" fund is the fifth largest, holding 1.8843 million shares as a new shareholder [3] Business Overview - Jinqilin, established on August 10, 1999, and listed on April 6, 2017, specializes in the research, production, and sales of friction materials and braking products, with brake pads accounting for 67.97% and brake discs for 29.73% of its revenue [2]

Company Overview - Shandong Jinqilin Co., Ltd. is located at 999 Fule Road, Leling City, Shandong Province, established on August 10, 1999, and listed on April 6, 2017. The company specializes in the research, production, and sales of friction materials and braking products [1] - The main business revenue composition includes brake pads (67.97%), brake discs (29.73%), and others (2.30%) [1] Financial Performance - As of June 30, 2025, Jinqilin achieved operating revenue of 964 million yuan, representing a year-on-year growth of 24.34%. The net profit attributable to shareholders reached 108 million yuan, with a significant year-on-year increase of 226.14% [2] - Since its A-share listing, Jinqilin has distributed a total of 649 million yuan in dividends, with 265 million yuan distributed over the past three years [3] Stock Market Activity - On September 26, Jinqilin's stock price increased by 2.01%, reaching 20.30 yuan per share, with a trading volume of 65.44 million yuan and a turnover rate of 1.67%. The total market capitalization is 3.98 billion yuan [1] - Year-to-date, Jinqilin's stock price has risen by 44.28%, with a 4.10% increase over the last five trading days, 0.25% over the last 20 days, and 10.69% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 8, where it recorded a net buy of -8.30 million yuan [1] Shareholder Information - As of June 30, 2025, Jinqilin had 20,500 shareholders, an increase of 13.05% from the previous period. The average number of circulating shares per shareholder is 9,571, a decrease of 11.54% [2] - Among the top ten circulating shareholders, the "CITIC Quantitative Selected Stock Fund" ranks as the fifth largest shareholder, holding 1.8843 million shares as a new shareholder [3]

Company Overview - Jin Qilin Co., Ltd. is located in Le Ling City, Shandong Province, and was established on August 10, 1999. The company was listed on April 6, 2017. Its main business involves the research, production, and sales of friction materials and braking products [2]. - The revenue composition of Jin Qilin includes brake pads (67.97%), brake discs (29.73%), and others (2.30%) [2]. Stock Performance - As of September 17, Jin Qilin's stock price increased by 2.15%, reaching 20.47 CNY per share, with a total market capitalization of 4.013 billion CNY [1]. - Year-to-date, Jin Qilin's stock price has risen by 45.49%. In the last five trading days, it increased by 3.91%, while it decreased by 6.74% over the past 20 days and increased by 14.49% over the past 60 days [2]. Financial Performance - For the first half of 2025, Jin Qilin achieved a revenue of 964 million CNY, representing a year-on-year growth of 24.34%. The net profit attributable to shareholders was 108 million CNY, showing a significant increase of 226.14% [2]. - Since its A-share listing, Jin Qilin has distributed a total of 649 million CNY in dividends, with 265 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders of Jin Qilin was 20,500, an increase of 13.05% from the previous period. The average number of circulating shares per shareholder was 9,571, a decrease of 11.54% [2]. - Among the top ten circulating shareholders, the "Zhaoshang Quantitative Selected Stock Initiation A" (001917) is the fifth largest shareholder, holding 1.8843 million shares as a new shareholder [3]. Market Activity - On September 17, the net inflow of main funds into Jin Qilin was 2.3044 million CNY, with large orders accounting for 10.73% of total purchases and 3.42% of total sales [1]. - Jin Qilin has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 8, where it recorded a net buy of -8.3014 million CNY [2].