南京熊猫电子股份2024中期报告

（H股股份代號：0 5 5 3）（A股股份代號：600775） . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45 1.2.20248273.4.5.6.7.8.9.10. 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 . . . . . . 20246.0%35,110.33.5%(PMI)PMI50.1% 20246 2024 51002024–20265100 3C 1. 2. + 3. 10 SMT101,000100MESSAP-ERPCNAS . 1.84136412 2.20241.058.62%202486 3.23172920172024630690215507 4.ISO9001ISO14001ISO45001ATF16949CS4QCAAA 5. . 2024125,034.653,657.436,819.81 . 1. (1)(2)(3)(4) (5)(6)(7)(8)(9)(10)(11)(12)(13)(14) 2. 2. (1)103,051,650.231.94% 3. 1. 2024 (1)(2)(3) 1. 20241–6 (1) ENC1992915304,0882,09027%51%20%2%ENC20228ENC32025914202291ENC 2023ENCENC2023202412023ENCENCENC2023ENC2024131229329642024-0032024-0042024-0242023 199512213,57030%50%20% 20241–6348,307.3465.67%16,908.3544.42% . 1. 2. 3. 1. 202463033.64%17.352.151.808.890.38 2024620(LPR)1LPR3.45%5LPR3.95%2024 8 20(LPR)1LPR3.35%5LPR3.85% 2. 3. 4. 18 5. 6. 7. 8.2023 9. 2024328202320232024 2024630 1.202449202412024410 2.20246212023202320232023202420232024202320232024162024622 1.20246320246212023 2.20246 320246 212023 20246462220246 3621 3.20246 21 (1)(2)(3) 4.20246 21 20246222024621 . 202320232023237,862,230.1032022–2024202420232024329622 . . 115#CODGB8978-1996COD≤500mg/L≤35mg/L≤400mg/L≤20mg/LCOD1.640.0830.690.05 2 0 2 46p H7 . 40.224mg/L0.05mg/L14mg/L0.39mg/L15mg/L0.14mg/L 2. 815#4#DB32/4041-20211≤10mg/m3≤10mg/m3≤60mg/m3200mg/m3100mg/m320mg/m30.150.2542.5750.6730.0960.449 20246FQ-012.32mg/m33.4mg/m3FQ-02FQ-032.45mg/m30.06mg/m3FQ-042.45mg/m3 FQ-052.41mg/m3FQ-062.32mg/m3FQ-072.05mg/m3FQ-082.94mg/m3 FQ-01RTOFQ-02RCOFQ-03+FQ-04FQ-05FQ-06FQ-07FQ-08+WS-01A/O [2012]00620122820121022[2012]121 [2018]26720188292020924 20245 31NJHGDQSY-YJYA-2024202466320113-2024-023-L 8 . . ..... . . . . 1. (1)250(2)ENC2,750 202438 2. 2021111556200202112 28202120211116122920211213H 2024328202482720231231202463020243292024828 202463049,406.211,416.060.71 20248 2628,740.201,063.410.80 ENC2024202438 2022-202450 1.2.3. 2.3. . 1.(1)(2)(3) 20211 9 (A+B)(% )(C)70%(D)50%(E)(C+D+E) 70%2024 2023627202236,80020222023 202462120239,50020232024 3. . . . 1.2.3.4. . 77,231A77,202H29 100%22,120,611A13,768,000H3.93%210,661,444A23.05%26.98%27,414,000H3%29.98% 5% 1.242,405,186H241,663,340A741,84626.53%13,768,000H27,414,000H5%2.2024419105,091,43049.89%11.50%20244 20 . 2024630XV(a)XV78(b)352(c)10 . . 2024630336(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 2024630336 .2024. 20246 30 20246 30 20246 30 20246 30 20246 30 20241-6 . . ------- .- 20241-6 .- .- 1.-2.- 1.2. -68,198,110.51-27,340,386.9324,379,946.4221,402,739.19 . 1.2.3.4. 1.2.3.4.5.6.7. . . 20241-6 . . 20241-6 . 7,575,436.961,980,124.86 20246 30 20246 30 1,232,312.875,033,246.76 191,137,747.08216,371,846.88 20246 30 20241-6 . .- .- .--- 20241-6 . 1.2.3.4. 1.2.3.4.5.6.7.8.9. . -10,881,789.70 34,780,340.55 . 20241-6 . . 20241-6 251,623,904.33300,222,880.58 199,000,000.00300,000,000.00 202416202316202312312024630 . 1992427(1992)0341996511 202463091,383.852991,383.852991320100134974572K77 199610 5 7 2024827 . 15 . 20246302024112024630 111231 12 1. 3%–5% 2. 5%1005%1005%10020%5%1005%10%10%1005%10%10%1005%100 5%1005%10010%10010%1005%10%10%1