南京熊猫电子股份2023中期报告

（H股股份代號：0 5 5 3）（A股股份代號：600775） . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41 1.2.20238283.4.5.6.7.8.9.10. AFCAuto Fare CollectionACCAFC Clearing CenterEMSElectronic Manufacturing Services . Nanjing Panda Electronics Company LimitedNPEC . 786 258480114486 2584820729dms@panda.cn 786 258480114486 2584820729dms@panda.cn . 720193011701202177210033http://www.panda.cndms@panda.cn . http://www.sse.com.cnhttp://www.hkex.com.hk7 . . . . . . 61.2%6.785.932,4183.6%9.4%0.5 2023202332023428 1232022-2024+++6AFC9AFC10AFC7AFCAPP (2) 20256,980+++2025 (3) 8 15.3%5G T-CON 5G 5G 3C + . 1.11(DPOS) 2.5% 3.20238442141165019219951602023 4.ISO9001ISO14001ISO45001CMMI55CS4IATF1694920232022 . 2023136,286.56166.65-2,734.04 . 1. (1)(2)(3)(4)(5)(6)(7)(8)(9)(10)(11)(12)(13)(14)(15)(16) 2. 2. (1)119,653,101.412.12% 3. 1. 2023 (1)(2)(3) 20231-6 20234 172022 ENC19929154,0882,09027%51%20%2%ENC 20231-6ENC272,425.958.08%5,499.9937.77% 199512213,57030%50%20% 20231-6210,242.7629.69%11,707.420.89% 3. 2023420118 235,0003657.3% . 1. 2. 1.202363032.96%18.052.071.7410.090.182023620(LPR)1LPR3.55%5LPR4.2 %2023 8 21(LPR)1LPR3.45%5LPR4.2%2.3.4.185.6. 7. 8.2022 9. 2023330202220222023 2023630 20236272022202220222022202320222023202220222023192023628 1.20231 32.20236 63.20236 64.20236 65.20236 6202362720226.202366202362720227.20236278.2023627 2023146762820231 366627 . 2022202220221231913,838,5290.1412,793,739.41202333162875 . . 1. 15#CODGB8978-1996COD≤500mg/L≤35mg/L≤400mg/L≤20mg/LCOD1.640.0830.690.05COD404mg/L4.31mg/L86mg/L1.18mg/L75#4#DB32/4041-20211≤10mg/m3≤10mg/m3≤60mg/m3200mg/m3100mg/m320mg/m30.150.2542.5750.6730.0960.449FQ-015.6mg/m30.014mg/m31.74mg/m3FQ-02FQ-031.63mg/m30.010mg/m3FQ-0420.7mg/m3FQ-0526.2mg/m3FQ-0625.2mg/m3FQ-078.76mg/m3 2. 7 015# 025# 2 03+ 04 054#+ 064# 075# 1A/O 3.[2012]00620122820121022[2012]121[2018]267201882920209244.320113-2021-015-L5.6.7. 8 . . . . . 202320232482022 20222023248 2023331628 . . . ... 1. (1)17,10040,000(2)1,100(3)ENC4,600 2023321518628 2. 202111155620020211228202120211116122920211213H 20233302023828202212312023630202333120238 29 202363049,246.25202382727,449.20124.84 202120211116122920211213H ENC2023202340,00020222023321518628 2022-202450 2.3.4. . 1.(1)(2)(3) 3011-4114-1729,544.682023620,103.1928,621.682020121 203193028,621.68≥11,02310.65%2023824.622023380.29 202119 (A+B)(%)(C)70%(D)50%(E)(C+D+E) 70%2023 2022629202147,20020212022 2023627202236,80020222023 3. . . 202382816[2022]311818 16[2022]3120238292023-029 . 1.2.3.4. 36,049A36,022H27 100%22,120,611A13,768,000H3.93%210,661,444A23.05%26.98%27,414,000H3%29.98% 1.245,706,736H241,673,450A4,033,28626.89%13,768,000H27,414,000H5%2.202182105,091,43049.89%11.50%20218 3 . 2023630XV(a)XV78(b)352(c)10 . . 2023630336(1)210,661,44431.36%23.05%(2)22,120,6113.29%2.42%H13,768,000H5.69%1.51%100%246,550,05526.98%(3)H27,414,000H11.33%3.00%(4)79.24%100%100%273,964,05529.98%(5)China State Shipbuilding CorporationH16,998,000H7.02%1.86% 336 2023630336 .2023 . .2023 20236 30 20236 30 20236 30 20236 30 20236 30 20231-6 . . 1,413,123,794.722,044,277,446.231,164,944,388.281,783,237,901.63 ------- .- 20231-6 .- .- 1.-2.- 1.-27,340,386.9312,000,168.672.21,402,739.1913,267,097.37 . 1.2.3.4. 1.2.3.4.5.6.7. . -5,937,647.7425,184,349.75-27,340,386.9311,917,252.3821,402,739.1913,267,097.37 . -0.02990.0131-0.02990.0131 20231-6 . . 20231-6 . 20236 30 20236 30 5,856,243.9110,929,328.19 326,650,794.61334,970,471.58 1,176,305.511,470,230.97 20236 30 20231-6 . .- .- .- -- . 1.2.3.4. 20231-6 1.2.3.4.5.6.7.8.9. . 99,409,943.57 34,780,340.55 . 20231-6 . 777,704.39–15,979,806.9686,695,521.37 . 20231-6 300,222,880.58114,630,643.50 34,841,509.83178,47