Industry Overview - The rubber V-belt is a core transmission component widely used in key sectors of the national economy, including automotive, industrial machinery, and agricultural machinery [1][4] - In 2024, the market size of China's rubber V-belt industry is projected to reach 11.38 billion yuan, representing a year-on-year growth of 3.27% [1][4] Industry Development History - The rubber V-belt has evolved from traditional leather and cotton belts in the early 20th century to high-performance variants due to advancements in synthetic rubber and materials [4] - The industry has seen significant technological advancements, including the adoption of international standards and the use of new materials like carbon fiber and special synthetic rubber [4] Industry Supply Chain - The upstream supply chain includes raw materials such as rubber, polyester cords, and production equipment like calenders and vulcanizing machines [6] - The downstream applications primarily involve automotive, industrial machinery, and agricultural machinery sectors [6] Market Demand - The automotive sector is a major driver of demand for rubber V-belts, with a significant increase in vehicle production and sales in 2025 [8] - The growth in the automotive industry, particularly in new energy vehicles, is expected to provide stable market demand for rubber V-belts [1][4] Key Companies - Sanlisi (三力士) is a leading player in the rubber V-belt industry, leveraging intelligent production lines and nanomodification technology to maintain a competitive edge [9][10] - Sanwei (三维股份) focuses on both rubber conveyor belts and V-belts, expanding capacity through capital advantages [9][12] Industry Trends - The industry is transitioning towards technology-intensive manufacturing, integrating new materials and smart manufacturing processes [12][13] - Environmental sustainability is becoming a core focus, with the promotion of eco-friendly materials and production processes [13] - Market demand is driving global expansion, with Chinese rubber V-belt exports increasing due to competitive pricing and quality [14][15]

Group 1 - The stock price of Sanlisi increased by 2.16% on September 22, reaching 4.73 CNY per share, with a total market capitalization of 4.267 billion CNY [1] - The company has seen a year-to-date stock price increase of 10.26%, with a 5-day increase of 5.82%, a 20-day decrease of 1.05%, and a 60-day increase of 3.73% [1] - Sanlisi's main business involves the production and sale of various rubber V-belts and synchronous belts, with rubber V-belts accounting for 72.73% of its revenue [1] Group 2 - As of July 31, the number of shareholders for Sanlisi was 51,900, a decrease of 1.05% from the previous period, with an average of 15,524 circulating shares per shareholder, an increase of 1.06% [2] - For the first half of 2025, Sanlisi achieved operating revenue of 441 million CNY, a year-on-year increase of 26.89%, and a net profit attributable to shareholders of 18.9943 million CNY, a year-on-year increase of 65.68% [2] Group 3 - Since its A-share listing, Sanlisi has distributed a total of 463 million CNY in dividends, with 89.7271 million CNY distributed over the past three years [3]

Company Overview - Sanlisi Co., Ltd. is located in Keqiao District, Shaoxing City, Zhejiang Province, established on November 11, 2002, and listed on April 25, 2008. The company primarily engages in the production and sale of various rubber V-belts and synchronous belts. The main business revenue composition is 72.73% from rubber V-belts and 27.27% from other products [1]. Stock Performance - As of September 19, Sanlisi's stock price decreased by 2.14% to 4.58 CNY per share, with a trading volume of 74.32 million CNY and a turnover rate of 1.99%. The total market capitalization is 4.132 billion CNY [1]. - Year-to-date, the stock price has increased by 6.76%, with a 2.00% increase over the last five trading days, a 4.38% decrease over the last 20 days, and a 0.66% increase over the last 60 days [1]. Financial Performance - For the period from January to June 2025, Sanlisi achieved an operating income of 441 million CNY, representing a year-on-year growth of 26.89%. The net profit attributable to the parent company was 18.9943 million CNY, reflecting a year-on-year increase of 65.68% [2]. Shareholder Information - As of July 31, the number of shareholders for Sanlisi is 51,900, a decrease of 1.05% from the previous period. The average circulating shares per person increased by 1.06% to 15,524 shares [2]. Dividend Distribution - Since its A-share listing, Sanlisi has distributed a total of 463 million CNY in dividends. Over the past three years, the cumulative dividend payout has been 89.7271 million CNY [3].

1 主要产品 产量 销量 营业收入（元） 橡胶 V 带（A 米） 36,986,954.48 35,744,192.87 88,599,996.38 输送带（平方米） 8,504,830.07 9,792,034.46 295,209,141.81 聚酯切片（吨） 40,452.82 42,510.54 226,911,692.82 涤纶工业丝（吨） 28,132.73 27,110.21 209,248,563.60 BDO（吨） 55,903.49 59,072.19 405,805,617.74 电石（吨） 103,884.62 41,280.46 98,594,848.72 金额单位：万元 截止 2024 年 12 月 31 日，在手未签合同的中标通知书共计 3,691.88 万元。 2024 年第四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。 证券代码：603033 证券简称：三维股份 公告编号：2025-022 三维控股集团股份有限公司（以下简称"公司"）现将 2024 年第四季度主要 ...

证券代码：603033 证券简称：三维股份 公告编号：2025-023 三维控股集团股份有限公司 主要产品 产量 销量 营业收入（元） 橡胶 V 带（A 米） 26,441,561.51 25,756,737.07 63,583,081.70 输送带（平方米） 6,899,494.78 7,491,051.40 211,008,788.20 聚酯切片（吨） 33,865.32 28,661.60 158,782,800.33 涤纶工业丝（吨） 28,179.07 25,726.58 202,740,050.92 BDO（吨） 48,563.32 41,608.44 278,604,454.33 电石（吨） 77,959.96 22,861.24 50,554,684.91 金额单位：万元 截止 2025 年 3 月 31 日，在手未签合同的中标通知书共计 2,079.59 万元。 二、主要产品和原材料的价格变动情况 1、主要产品的价格变动情况(不含税） | | 产品销售平均售 | | 产品销售平均售 | | | | | --- | --- | --- | --- | --- | --- | --- | | 主 ...