关于对《深圳市宇顺电子股份有限公司问询函》 的回复意见 深圳正一会计师事务所（特殊普通合伙） 关于对《深圳市宇顺电子股份有限公司问询函》 的回复意见 深圳证券交易所： 由深圳市宇顺电子股份有限公司（以下简称"宇顺电子""公司"）转来的深圳 证券交易所上市公司管理二部《关于对深圳市宇顺电子股份有限公司 2024 年年度报 告的问询函》（公司部年报问询函〔2025〕131 号）已收悉。现对问询函中需要我所 说明的事项答复如下： 宇顺电子 2024 年审项目由本所承做并于 4 月 28 日出具审计报告，现就该项目承 接、过程和事务所质量控制和业务管理等详细说明如下： 为其 2024 年报审计机构；同时我们在获悉宇顺电子有意更换年审机构时，即与被审 计单位接触、洽谈，根据本所业务管理及质量控制等制度和工作安排，成立了宇顺电 子年审项目组，并安排人员就承接该项目进行前期立项调查、风险评估、尽调等工作。 略和审计计划，并将其中关于时间范围和时间节点等与宇顺公司董事会进行沟通达到 一致、并提请其提供必要的配合： 所公告前安排成员进场执行风险评估、进一步了解被审计单位财务、内部控制状况等 尽调工作，公告后第一时间进行前后任沟 ...

证券之星消息，根据市场公开信息及6月13日披露的机构调研信息，上银基金近期对3家上市公司进行了调研，相关名单如下： 1）西部矿业 （上银基金参与公司特定机构调研&现场调研） 调研纪要：公司对外购原料部分进行50%左右的保值；大股东优质资产基本已注入上市公司；公司每年资本开支约30亿，玉龙铜业三期建设资本 开支约50亿；目前暂未开展股份回购和股权激励计划；公司将继续以做强矿山主业、做精冶炼产业为战略目标，积极拓展资源储备、提升工艺水 平；玉龙铜矿为斑岩型铜矿，深边部具有较好找矿潜力；大股东的持股决策基于长期发展前景信心及市场环境考量。 2）盐湖股份 （上银基金参与公司现场参观） 调研纪要：公司已构建起500万吨/年的钾肥产能体系，钾肥分公司承担约400万吨/年，其他子公司完成100万吨/年。钾肥市场需求预计将保持稳中 有升，国际钾肥价格显著上涨。中资企业加快海外钾肥产业布局，保障钾肥长期稳定供应。国外钾盐矿开采工艺包括浮选法、溶解结晶法等，公 司掌握全品类氯化钾加工技术。公司氯化钾、碳酸锂核心产线产能加速释放，新建4万吨/年锂盐一体化项目取得进展。项目采用先进技术，提升 锂收率25%，淡水消耗下降47.4%，综 ...

Group 1 - The fourth Changsha International Construction Machinery Exhibition was held from May 15 to 18, showcasing over 1,800 domestic and international companies with more than 20,000 exhibits across an area exceeding 300,000 square meters, making it the largest construction machinery exhibition in Asia for 2025 [1] - Hunan province is the largest construction machinery production base in China, housing nearly 1,000 industry enterprises, with five companies ranked among the top 50 globally, and has participated in the formulation and revision of over 300 international and national standards in recent years [1] - The total scale of Hunan's construction machinery industry cluster is projected to reach 230 billion yuan in 2024, maintaining the top position in the country for 15 consecutive years, with the export value expected to exceed 30 billion yuan for the first time, reflecting a year-on-year growth of 20.3% [1] Group 2 - Hunan's provincial secretary emphasized three focal points for the sustainable development of the construction machinery industry: promoting high-end, intelligent, and green development; strengthening new business models like remanufacturing; and enhancing collaboration in the industrial and supply chains [2] - The province aims to establish Changsha as a global R&D center, focusing on key technologies and promoting the application of new technologies and products to accelerate the transformation and upgrading of the construction machinery sector [2] - Hunan plans to leverage its advantages in industry, talent, and technology to build a robust remanufacturing standard system and enhance cooperation in testing and inspection services, fostering a more open and inclusive industry development ecosystem [2]

Core Viewpoint - *ST Yushun's stock price surged over 200% in a month due to acquisition expectations, but the company faces significant financial challenges and has announced a temporary suspension for stock price verification [1][3][5]. Group 1: Stock Performance - From March 31 to May 20, *ST Yushun's stock price increased by 204.18%, with 22 out of 25 trading days resulting in price increases [1][3]. - The stock price rose from 4.51 yuan to 14.54 yuan, marking a total increase of over 200% [1][3]. - The stock's performance outpaced both the ST sector and comparable companies in the manufacturing and electronics industry [3][4]. Group 2: Acquisition Plans - The company announced plans to acquire 100% equity in three companies, which are involved in internet and related services, indicating a strategic shift [4][5]. - A total of 30 million yuan was paid as earnest money for the acquisition, which is still in the planning stage [5]. - The acquisition aims to improve asset quality and profitability, as the company has been struggling with financial losses [5][8]. Group 3: Financial Challenges - As of March 31, the company had a cash balance of 14.5 million yuan and liabilities of 155 million yuan, indicating financial distress [2][8]. - The company has been borrowing from its controlling shareholder, Shanghai Fengwang, to meet operational funding needs [9][10]. - Despite a brief positive net profit in 2023, the company returned to losses, with a net profit loss of 17.57 million yuan in the last reported year [8][11]. Group 4: Audit and Reporting Issues - The company has changed its auditing firm twice in a short period, raising concerns about its financial reporting practices [12][13]. - Prior to the 2024 annual report, the company revised its profit forecast significantly downward, indicating potential issues with revenue recognition [11][12].

工业和信息化部安全生产司副司长刘力强表示，我国安全应急装备产业地位愈发凸显，市场规模稳步增 长，2024年重点领域产业规模超过9200亿元，2025年有望成为万亿级产业。随州市作为"中国专汽之 都"，也是我国首批安全应急产业示范基地，围绕应急车辆车载应急装备等领域已初步形成较为完备的 安全应急产业体系。 在本次大会上，浙江大学求是特聘教授、浙江大学设计工程及自动化系主任谭建荣在演讲中表示，要打 造中国自主品牌的专用汽车、通用汽车、商用车和成车。要通过人工智能，提升数字化时代制造能力， 实现数字化的转型。 工业和信息化部装备发展中心总工程师左世全认为，在新一轮科技革命和产业变革推动下，汽车从单纯 交通工具向移动智能终端、储能单元和数字空间转变，带动基础设施改造升级，推动产业融合创新。 制造业是立国之本，兴国之器，强国之基。20日，以"新能源化、智能化、绿色化、集群化"为主题 的"2025专用汽车暨应急产业发展大会"在湖北随州举办。记者从会上了解到，近年来我国安全应急装备 产业市场规模稳步增长，2024年重点领域产业规模超过9200亿元，2025年有望成为万亿级的产业。 近年来，随州市依托专用汽车产地优势，积极抢 ...

债券代码：123048 债券简称：应急转债 中国船舶重工集团应急预警与救援装备股份有限公司 证券代码：300527 证券简称：中船应急 编号：20250520 2、请问公司 2024 年分红计划和派息政策？ | 投资者关 | □特定对象调研 □分析师会议 | | --- | --- | | 系活动类 | □媒体采访 ✔业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位 | 通过互联网登录上证路演中心（https://roadshow.sseinfo.com） | | 名称及人 | 参与中船集团控股上市公司 2024 年度集体业绩说明会暨 2025 年第 | | 员姓名 | 一季度业绩说明会的投资者 | | 时间 | 2025 年 5 月 20 日下午 14:30-17:30 | | 地点 | 公司通过上证路演中心（https://roadshow.sseinfo.com）采用现 | | | 场交流、视频直播和网络文字互动方式召开本次业绩说明会 | | 上市公司接 | 公司独立董事 傅孝思 | | 待人员姓名 | 公司总会计师、董事会秘书、总法律顾问 贾志豪 ...

Core Insights - The 4th Changsha International Construction Machinery Exhibition concluded, attracting over 350,000 visitors from more than 110 countries, making it one of the largest and most influential events in the global construction machinery industry [1][2] - The exhibition featured 1,806 companies, a 20% increase from the previous edition, with 35 of the world's top 50 construction machinery companies showcasing over 20,000 exhibits [1] - A total of 130 billion yuan in procurement contracts were signed by six major manufacturers, focusing on key areas such as hydraulic systems and intelligent control [1] Industry Developments - The exhibition included 35 new product launches and over 1,500 new technologies, with more than 60% of exhibits being high-end and intelligent, and 75% being environmentally friendly [2] - New segments for emergency rescue, mining equipment, and transportation equipment were introduced, filling gaps in the construction machinery exhibition [2] - International exchanges were enhanced through six international matchmaking events, successfully pairing over 600 participating companies [2] Future Outlook - Changsha aims to establish the exhibition as a key platform for global machinery equipment companies to showcase products and foster collaboration, with plans for the 5th exhibition in May 2027 [3]

长沙晚报掌上长沙5月16日讯（全媒体记者 周辉霞）盈峰环境科技集团股份有限公司（以下简称"盈峰 环境"）是环卫装备制造的引领者。这一次，他们以新的面貌出现在第四届长沙国际工程机械展览会 上。该公司副总裁虞小跃在接受专访时表示，产品永远是企业的核心竞争力，将研发制造更加智能、绿 色、低碳的产品，为客户创造更多价值。 "我们此次展示了全系列的应急装备，以及去年底进入工程机械行业后研发生产的全系列智能化、新能 源化高空作业装备。"虞小跃介绍，盈峰环境的产品布局，已从传统的全系列环卫装备，扩展到新能源 环卫装备、应急装备以及工程机械的高机装备。盈峰环境此次带来的高机装备包括直臂、曲臂、剪叉和 车载四大系列智能高机全矩阵产品，并向全球客户展现覆盖城市建设全场景的智能高空作业解决方案。 行业处于下行市场，盈峰环境的产品布局在扩展。对此，虞小跃表示，市场起伏波动，但万变不离其 宗，产品永远是企业的核心竞争力。基于盈峰环境在新能源领域的技术积淀，企业对整个产品进行升级 换代，以更加智能化、绿色化、环保低碳的产品，全方位展现企业的研发能力、制造能力，用高品质产 品和服务，为客户创造更多的价值。 谈到参加此次长沙展的感受时，虞小 ...

5月15日，第四届长沙国际工程机械展览会在长沙国际会议中心开幕，省委书记沈晓明致辞并宣布开幕。开幕式前，与会嘉宾代表在长沙国际会展中 心巡馆。 喀麦隆驻华大使马丁·姆巴纳在开幕式上致辞。他说，湖南作为"一带一路"倡议的重要节点，在工程机械等先进制造业领域具备得天独厚的优势，与 喀麦隆合作前景广阔。希望与湖南在装备研发、施工建设、技术服务等方面深化合作，诚邀湖南企业到喀麦隆投资发展，助力喀麦隆加快现代化进程。 中国机械工业联合会会长徐念沙和日立建机销售（中国）有限公司董事长森常隆、中国安能建设集团有限公司副总经理吴汉明、中国机械工业集团有 限公司副总经理周开荃分别致辞。 中国政府中东问题特使翟隽，应急管理部总工程师唐琮沅，省领导吴桂英、秦国文、王一鸥，海南省副省长顾刚，中国科学院院士陈和生，中国工程 院院士姜涛，肯尼亚、冈比亚、科特迪瓦、纳米比亚等60多个国家驻华使节，联合国机构代表，非盟驻华代表等出席。市领导罗缵吉、陈刚、彭华松、邹 特、周敏、周志凯、康镇麟、李舜出席。 本届展会以"高端化、智能化、绿色化——新一代工程机械、应急装备、矿山装备、农业机械、运输装备"为主题，全面展示工程机械领域的新产品、 新技术 ...

Investment Rating - The report maintains a "Recommended" rating for the company [5]. Core Views - The company reported a revenue of 12.117 billion yuan in Q1 2025, representing a year-on-year increase of 2.92% and a quarter-on-quarter increase of 9.24%. The net profit attributable to shareholders was 1.41 billion yuan, up 53.98% year-on-year and 270.08% quarter-on-quarter [1]. - The company's gross margin for Q1 2025 was 28.67%, with a net margin of 12.51%, reflecting improvements in profitability due to a higher proportion of high-margin overseas business and recovery in domestic sales [1]. - The company is focusing on enhancing its platform-based development potential, with significant growth in traditional product lines and emerging businesses, including a 122% year-on-year revenue increase in agricultural machinery [2][3]. Summary by Sections Financial Performance - In Q1 2025, the company achieved a net operating cash flow of 740 million yuan, a year-on-year increase of 141%, indicating substantial improvement [1]. - The forecast for total revenue from 2024 to 2027 shows a growth trajectory, with expected revenues of 52.649 billion yuan in 2025, 63.309 billion yuan in 2026, and 73.651 billion yuan in 2027, reflecting growth rates of 15.8%, 20.2%, and 16.3% respectively [4][9]. Business Development - The company is expanding its overseas market presence, with a diversified regional sales structure and a focus on enhancing its direct sales system, which supports market expansion and risk mitigation [3]. - The company is also investing in new business areas such as mining machinery and emergency equipment, driven by technological innovation and increased R&D investment [2]. Profitability and Valuation - The projected net profit attributable to shareholders for 2025 is 5.062 billion yuan, with a corresponding PE ratio of 12x, indicating a favorable valuation outlook [4][9].