分红方面，超达装备A股上市后累计派现1.52亿元。近三年，累计派现1.30亿元。 12月23日，超达装备跌0.71%，成交额4393.21万元。两融数据显示，当日超达装备获融资买入额743.09 万元，融资偿还530.26万元，融资净买入212.83万元。截至12月23日，超达装备融资融券余额合计1.23 亿元。 机构持仓方面，截止2025年9月30日，超达装备十大流通股东中，华夏行业景气混合A（003567）位居 第六大流通股东，持股147.30万股，相比上期增加71.87万股。华夏远见成长一年持有混合A（016250） 位居第八大流通股东，持股102.59万股，持股数量较上期不变。 融资方面，超达装备当日融资买入743.09万元。当前融资余额1.23亿元，占流通市值的3.34%，融资余 额超过近一年70%分位水平，处于较高位。 责任编辑：小浪快报 融券方面，超达装备12月23日融券偿还0.00股，融券卖出600.00股，按当日收盘价计算，卖出金额2.78 万元；融券余量600.00股，融券余额2.78万元，超过近一年90%分位水平，处于高位。 资料显示，南通超达装备股份有限公司位于江苏省如皋市城南街道申徐 ...

证券日报网12月23日讯超达装备（301186）在接受投资者提问时表示，公司系国内领先的汽车内外饰模 具供应商，主要从事汽车内外饰件模具、汽车检具、自动化工装设备及零部件的研发、生产与销售。公 司将来会根据市场发展和公司规划进行业务拓展，如有信息，公司将及时进行信息披露。 ...

证券代码：301186 证券简称：超达装备 债券代码：123187 债券简称：超达转债 南通超达装备股份有限公司 | 设备及零部件的研发、生产与销售。公司将来会根据市场发展 | | --- | | 和公司规划进行业务拓展，如有信息，公司将及时进行信息披 | | 露，祝您投资顺利。 | | 10、订单情况具体如何？公司收入周期如何？公司的营收主要 | | 和哪些下游关系较大？ | | 答：尊敬的投资者，您好！目前公司在手订单充足，正常有序 | | 开展各项生产经营工作，公司相关经营情况请以后续披露的定 | | 期报告为准。感谢您对公司的关注和支持！ | | 11、公司的发展战略如何？未来三年的经营目标如何？ | | 答：尊敬的投资者，您好！作为国内领先的汽车内外饰模具供 | | 应商，公司始终以模具设计制造为核心，以国际、国内市场需 | | 求为导向，在巩固和提升自身模具产品竞争优势的同时，积极 | | 拓展汽车内外饰检具、车身检具、主模型匹配检具以及自动化 | | 工装设备/生产线等业务领域，不断深化与国际主流汽车整车厂 | | 及内外饰一级供应商（内外饰总成供应商）的合作，积极推动 | | 公司经营向"管理 ...

Core Insights - The stock of ChaoDa Equipment increased by 1.04% on November 11, with a trading volume of 57.89 million yuan [1] - The company reported a net financing purchase of 3.03 million yuan on the same day, with a total financing balance of 116 million yuan, representing 2.98% of its market capitalization [1] - ChaoDa Equipment's revenue for the first nine months of 2025 reached 566 million yuan, marking an 8.5% year-on-year growth, while net profit attributable to shareholders increased by 44.17% to 110 million yuan [2] Financing and Trading Activity - On November 11, ChaoDa Equipment had a financing buy-in of 10.50 million yuan, with a current financing balance of 116 million yuan, which is above the 60th percentile of the past year [1] - The company had no short selling activity on November 11, with a short selling balance of 0.00 shares, indicating a high level of short selling availability compared to the past year [1] Shareholder and Dividend Information - As of September 30, the number of shareholders for ChaoDa Equipment increased by 19.33% to 6,945, while the average circulating shares per person decreased by 15.38% to 10,867 shares [2] - The company has distributed a total of 152 million yuan in dividends since its A-share listing, with 130 million yuan distributed over the past three years [3] - Among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed A Fund increased its holdings by 718,700 shares to 1.473 million shares [3]

Group 1: Company Overview - The company is one of the few in China capable of implementing a full-process manufacturing and service model for automotive interior and exterior molds, covering R&D, design, and production processes [2][3] - The main business focuses on mold manufacturing, with extensions into automotive inspection tools and automated tooling equipment [3][4] Group 2: Development Strategy - The company aims to enhance its competitive advantage in mold products while expanding into automotive inspection tools and automated equipment, targeting a more systematic and automated production process [3][4] - The goal is to become a significant R&D and manufacturing base for automotive interior and exterior molds and non-standard equipment globally [3][4] Group 3: Industry Outlook - The rapid development of the automotive industry and the increasing demand for domestic mold production present significant growth opportunities for the automotive mold market [4][5] - The global mold market has shown steady growth, with a compound annual growth rate (CAGR) reaching a high level in recent years [5][6] Group 4: Competitive Landscape - The company has established long-term stable partnerships with major automotive interior and exterior suppliers, positioning itself as a leading supplier in the automotive soft trim and foam mold sector [6][7] - The company’s mold business accounts for approximately 60% of its revenue, with a focus on high-end market positioning [7][8] Group 5: Financial Performance - In 2024, the company achieved a revenue of approximately 720.67 million yuan, representing a year-on-year increase of 14.91%, with a net profit of about 96.60 million yuan, up 1.24% [8] - The mold business has a gross profit margin of around 37.78%, indicating strong market competitiveness [8] Group 6: Future Prospects - The company is exploring business expansion opportunities, including potential investments in robotics components, in response to market developments [8] - The establishment of a subsidiary in Thailand with an investment of approximately 150 million yuan aims to enhance the company's operational footprint in the automotive mold sector [8]

Core Insights - The company, ChaoDa Equipment, experienced a slight decline in stock price by 0.43% on November 6, with a trading volume of 82.66 million yuan [1] - As of November 6, the financing balance for ChaoDa Equipment reached 109 million yuan, accounting for 2.79% of its market capitalization, indicating a relatively high level of financing activity [1] - For the first nine months of 2025, ChaoDa Equipment reported a revenue of 566 million yuan, reflecting a year-on-year growth of 8.5%, and a net profit attributable to shareholders of 110 million yuan, which is a 44.17% increase compared to the previous year [2] Financing and Stock Performance - On November 6, ChaoDa Equipment had a financing buy-in amount of 10.05 million yuan, while the financing repayment was 10.10 million yuan, resulting in a net financing outflow of 58,300 yuan [1] - The company’s financing balance is above the 50th percentile level over the past year, indicating strong investor interest [1] - There were no short-selling activities reported on November 6, with a short-selling balance of 0 shares, suggesting a lack of bearish sentiment among investors [1] Shareholder and Dividend Information - As of September 30, the number of shareholders for ChaoDa Equipment increased to 6,945, a rise of 19.33% from the previous period, while the average number of circulating shares per shareholder decreased by 15.38% [2] - Since its A-share listing, ChaoDa Equipment has distributed a total of 152 million yuan in dividends, with 130 million yuan distributed over the last three years [3] - Among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund increased its holdings by 718,700 shares, now holding 1.473 million shares [3]

Core Viewpoint - The company, South China Chao Da Equipment (301186), has demonstrated impressive financial performance in its Q3 2025 report, showcasing a shift from revenue-driven growth to profit-driven growth, supported by long-term technological accumulation and industry trends [1][3]. Financial Performance - For the first three quarters of 2025, the company reported revenue of 566 million yuan, a year-on-year increase of 8.5%, and a net profit attributable to shareholders of 110 million yuan, up 44.17% year-on-year [1][3]. - In Q3 2025, the company achieved revenue of 212 million yuan, a 7.3% increase year-on-year, and a net profit of 49.34 million yuan, reflecting a remarkable 93.5% year-on-year growth [1][3]. - The net profit growth rate in Q3 was 12 times that of revenue growth, indicating a significant improvement in profitability [1][3]. Competitive Advantage - The company's core competitiveness lies in its unique "full-process manufacturing" capability, allowing it to independently manage all stages from design to production, creating a strong competitive moat [2][3]. - The company has established a significant advantage in precision, lifespan, and stability of molds due to its long-term technological accumulation and international operations [2][6]. Global Expansion and Strategy - The company has achieved a remarkable 43.46% of its revenue from exports, with products successfully entering major automotive markets in Europe, North America, and Asia [6]. - The establishment of production bases in Germany, the U.S., and Thailand reflects a strategic focus on local operations to better meet customer needs and respond quickly to market demands [6][8]. Research and Development - The company has invested 36.21 million yuan in R&D for the first three quarters of 2025, marking a 10.04% increase and positioning it among the top tier in its industry [7][8]. - With 151 patents, including 79 invention patents, the company demonstrates a strong technical foundation that supports its entry into high-growth sectors like new energy vehicles [8]. Market Trends and Future Outlook - The automotive industry is undergoing significant changes towards lightweight and intelligent vehicles, presenting historical growth opportunities for the company [9][10]. - The demand for lightweight solutions in new energy vehicles aligns with the company's technological advantages, positioning it well for future growth [9][10]. - The company is expected to continue benefiting from a robust order book and high production capacity utilization, supporting sustained performance in the near term [9].

Core Viewpoint - ChaoDa Equipment announced a share buyback plan with a total amount between 25 million and 50 million yuan, with a maximum buyback price of 65.44 yuan per share, which is 48.90% higher than the current price of 43.95 yuan [1]. Group 1: Company Overview - ChaoDa Equipment, established on May 19, 2005, and listed on December 23, 2021, is located in Rugao City, Jiangsu Province. The company specializes in the research, production, and sales of molds, automotive inspection tools, automation tooling equipment, and components [1]. - The main business revenue composition includes molds (63.97%), automation tooling equipment and components (33.29%), and other (2.74%) [1]. Group 2: Financial Performance - As of September 30, 2025, ChaoDa Equipment achieved operating revenue of 566 million yuan, representing a year-on-year growth of 8.50%. The net profit attributable to shareholders was 110 million yuan, showing a year-on-year increase of 44.17% [2]. - The company has distributed a total of 152 million yuan in dividends since its A-share listing, with 130 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 19.33% to 6,945, while the average circulating shares per person decreased by 15.38% to 10,867 shares [2]. - Among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed A (003567) is the sixth largest with 1.473 million shares, an increase of 718,700 shares compared to the previous period [3].

Group 1: Company Overview - The company has undergone a change in its actual controller, but its main business operations remain unchanged [2] - The company is a leading domestic supplier of automotive interior and exterior molds, providing comprehensive solutions including molds, inspection tools, and automation equipment [2][3] Group 2: Client Base and Market Position - The company serves major international automotive interior and exterior suppliers, including clients like Faurecia, Lear, and Great Wall Motors [3][4] - In the domestic market, the company covers most well-known local automotive suppliers and has established stable partnerships with global automotive brands such as Audi, BMW, and Tesla [4] Group 3: Business Performance and Financials - In 2024, the company achieved a total revenue growth of 14.91% year-on-year, with mold product revenue accounting for approximately 58.63% of total revenue and a gross margin of 37.78% [3][4] - The company has a sufficient backlog of orders and is operating normally, with production tailored to customer specifications [3][4] Group 4: Future Development and Innovations - The company is focused on continuous innovation in mold technology, having developed several leading-edge techniques in the industry [3] - Plans for future expansion into agricultural robotics and other automation sectors are being explored, with potential investments contingent on market developments [4]

Group 1: Company Overview - The company, Chaoda Equipment, is a leading domestic supplier of automotive interior and exterior moldings, primarily engaged in the research, production, and sales of molds, automotive inspection tools, automation equipment, and components [1] - The main business focus is on molds, with automotive interior and exterior molds being the primary product category [1] - The company is one of the few in China capable of implementing full-process manufacturing and services for automotive interior and exterior molds [1] Group 2: Financial Performance - In 2024, the company is projected to achieve operating revenue of 721 million yuan, representing a year-on-year growth of 14.91% [1] - The net profit for 2024 is expected to be 96.6 million yuan, with a year-on-year increase of 1.24% [1] - Research and development expenses for 2023 and 2024 are 39.37 million yuan and 43.28 million yuan, respectively, accounting for 6.28% and 6.01% of the operating revenue during the same periods [1] Group 3: Clientele and Market Presence - The company's products are utilized by notable electric vehicle manufacturers such as Tesla, NIO, BYD, and Geely [1] - After the founding team exited, Nanjing Youxu became the controlling shareholder, and Feng Jianjun no longer holds control [1] - The company has subsidiaries in Germany, the United States, and Thailand, with the Thailand project progressing smoothly [1] Group 4: Corporate Decisions - The company has decided not to redeem the "Chaoda Convertible Bonds" early and will not exercise redemption rights within the next six months [1]