证券代码：920981 证券简称：晶赛科技 公告编号：2026-004 安徽晶赛科技股份有限公司 | 项目 | 本报告期末 | 本报告期初 | 变动比例% | | --- | --- | --- | --- | | 总资产 | 876,699,254.92 | 818,105,646.08 | 7.16% | | 归属于上市公司 | 508,553,565.12 | 510,357,344.76 | -0.35% | | 股东的所有者权 | | | | | 益 | | | | | 股本 | 76,468,000.00 | 76,468,000.00 | 0.00% | | 归属于上市公司 | 6.65 | 6.67 | -0.30% | | 股东的每股净资 | | | | | 产 | | | | 二、经营业绩和财务状况情况说明 2025 年年度业绩快报公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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 别及连带法律责任。 特别提示：本公告所载 2025 年年度主要财务数据为初步核算数据，未经会 计师事务所审计，具体数据以 ...

公司于2026年1月29日发布2025年年度业绩预告，预计归属于上市公司股东的净利润为800万元至1000万 元，同比增长35.05%至68.81%。年度报告将提供最终审计数据，披露时间预计在2026年内，这将是验 证业绩表现的关键节点。 经济观察网根据公开信息，晶赛科技(股票代码：920981)有以下值得关注的事件，主要基于公司已披露 的公告和业务动向： 业绩经营情况 公司在业绩预告中表示，通过拓展行业优质客户和提升高端产品及小型化产品占比，石英晶振及封装材 料产销量实现双提升。后续需关注这些措施对盈利能力的持续影响，以及公司在汽车电子、高端制造等 领域的订单落地情况。 以上内容基于公开资料整理，不构成投资建议。 业务进展情况 ...

Market Overview - The component sector experienced a decline of 3.95% on January 29, with Si Hui Fu Shi leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers included: - Shangluo Electronics (300975) with a closing price of 16.96, up 20.03% on a trading volume of 1.36 million shares [1] - Guanghe Technology (001389) closed at 105.33, up 1.55% with a trading volume of 144,700 shares [1] - Significant decliners included: - Si Hui Fu Shi (300852) closed at 45.82, down 8.63% with a trading volume of 129,700 shares and a transaction value of 618 million [2] - Nanya New Materials (688519) closed at 79.60, down 8.51% with a trading volume of 77,700 shares [2] Capital Flow - The component sector saw a net outflow of 5.767 billion yuan from institutional investors, while retail investors contributed a net inflow of 4.874 billion yuan [2] - The detailed capital flow for selected stocks showed: - Shangluo Electronics had a net inflow of 360 million yuan from institutional investors [3] - Dongshan Precision (002384) had a net inflow of 10.2 million yuan from institutional investors [3]

证券代码：920981 证券简称：晶赛科技 公告编号：2026-003 安徽晶赛科技股份有限公司 完成工商变更登记并取得营业执照的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 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 担个别及连带法律责任。 一、 基本情况 安徽晶赛科技股份有限公司（以下简称"公司"）于 2025 年 12 月 19 日， 召开公司第四届董事会第三次会议审议通过了《关于通过公开摘牌方式收购铜陵 市峰华电子有限公司 100%股权的议案》，具体内容详见公司于 2025 年 12 月 19 日 在 北 京 证 券 交 易 所 指 定 信 息 披 露 平 台 （ www.bse.cn ） 以 及 中 证 网 （www.cs.com.cn）披露的《第四届董事会第三次会议决议公告》。 2025 年 12 月 26 日，公司披露了《关于通过公开摘牌方式收购铜陵市峰华 电子有限公司 100%股权的进展公告》，公司 2025 年 12 月 26 日与安徽铜峰电子 股份有限公司签署《产权交易合同》，铜陵市峰华电子有限公司成为公司全资子 公司。具体内容详见公司于 2 ...

2025 年年度业绩预告公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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 带法律责任。 特别提示：本公告所载 2025 年年度主要财务数据为初步核算数据，未经会 计师事务所审计，具体数据以公司 2025 年年度报告中披露的数据为准，提请投 资者注意投资风险。 证券代码：920981 证券简称：晶赛科技 公告编号：2026-002 安徽晶赛科技股份有限公司 | 项目 | | | 本报告期 | | 上年同期 | 变动比例% | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市 | 公司 | 800～1000 | | 592.37 | | 35.05%～68.81% | | 股东的净利润 | | | | | | | 二、本期业绩重大变化的主要原因 报告期内，公司实现净利润增长主要有以下原因： 一、本期业绩预告情况 (一)业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 (二)业绩预告情况 √年度实现盈利，且净利润与上年同期相比上升 5 ...

证券代码：920981 证券简称：晶赛科技 公告编号：2026-001 安徽晶赛科技股份有限公司 关于变更签字注册会计师的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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 别及连带法律责任。 2026 年 1 月 22 日，公司收到容诚会计师事务所《关于变更安徽晶赛科技股 份有限公司签字注册会计师的说明函》，现将具体情况公告如下： 一、本次签字会计师变更情况 容诚会计师事务所作为公司 2025 年年度财务报表的审计机构，原委派宁云 先生、童波先生、余锦涛先生为签字注册会计师为公司提供审计服务。由于工作 调整的原因，童波先生、余锦涛先生不再为公司提供 2025 年年度审计服务，补 充鲁意宏先生、许亚俊先生作为公司 2025 年年度审计项目的签字注册会计师。 变更后的签字注册会计师为：宁云先生、鲁意宏先生、许亚俊先生。 二、本次变更的签字注册会计师情况 （一）基本情况 项目签字注册会计师：鲁意宏，2017 年成为中国注册会计师，2015 年开始 从事上市公司审计业务，2015 年开始在容诚会计师事务所执业；近三年签署过 容 ...

Core Viewpoint - The quartz crystal component industry is experiencing rapid growth driven by the expansion of consumer electronics, communication devices, and automotive electronics, alongside emerging sectors like IoT and renewable energy. Domestic companies are making significant technological advancements, breaking international monopolies, and transitioning from low-end manufacturing to high-value segments. By 2025, the market size of China's quartz crystal component industry is projected to reach 1.102 billion yuan, with a year-on-year growth of 18.8% [1][7]. Industry Overview - Quartz crystals, primarily composed of silicon dioxide (SiO2), are essential electronic components that utilize piezoelectric effects for frequency control and signal filtering [2]. - Quartz crystal components can be categorized into quartz crystal resonators and oscillators, with various packaging methods and frequency classifications [3][4]. Market Policies - The Chinese government has implemented numerous policies to support the development of the quartz crystal component industry, including guidelines for energy electronics and innovation in the metaverse, which create a favorable environment for industry growth [5][6]. Industry Chain - The industry chain consists of upstream suppliers of raw materials and production equipment, midstream manufacturers of quartz crystal components, and downstream application markets including communication devices, IoT, automotive electronics, and medical equipment [6]. Current Development - The market is characterized by a three-tier competitive structure: international giants dominate high-end markets, domestic leaders accelerate replacement, and small enterprises focus on niche segments. Domestic companies are improving their capabilities in raw material development and production equipment, aiming to catch up with international competitors [9]. Key Players - Major domestic companies include: - **Tai Jing Technology**: Engaged in the design, manufacturing, and sales of quartz crystal frequency components, with a revenue of 718 million yuan and a gross profit margin of 18.5% in the first nine months of 2025 [10]. - **Anhui Jing Sai Technology**: Focuses on quartz crystal oscillators and packaging materials, holding 59 patents and achieving a revenue of 272 million yuan in the first half of 2025 [11]. Development Trends - **Technological Upgrades**: The industry is focusing on high-frequency, high-precision, and miniaturization to meet the demands of advanced applications [12]. - **Expansion into High-End Applications**: The demand for quartz crystal components is increasing in automotive electronics, IoT, industrial automation, and medical electronics, with specific requirements for reliability and performance [13]. - **Accelerated Domestic Replacement**: Supported by policies and technological advancements, domestic companies are moving from low-end to high-end markets, reducing reliance on imports and enhancing self-sufficiency [14].

Core Viewpoint - The acquisition of Tongling Fenghua Electronics Co., Ltd. by Jinsai Technology for a symbolic price of 1 RMB is overshadowed by the significant debt burden of 41.87 million RMB associated with the target company, raising questions about the strategic rationale behind the deal [1][2][4]. Financial Overview - Jinsai Technology's acquisition involves assuming 41.87 million RMB in debt, making the effective transaction value 41.87 million RMB rather than the nominal 1 RMB [3][4]. - As of September 30, 2025, Jinsai Technology reported cash reserves of 33.65 million RMB, which is insufficient to cover the debt from the acquisition [4][5]. - Fenghua Electronics has total assets of 56.97 million RMB and total liabilities of 62.69 million RMB, resulting in a negative net asset value of -5.72 million RMB, indicating it is a financially distressed company [4]. Strategic Rationale - The acquisition is positioned as a horizontal industry merger, aimed at resource integration to enhance competitiveness, as both companies operate in the quartz crystal oscillator sector [5]. - Despite its losses, Fenghua Electronics generates annual revenue of approximately 30 million RMB, which could provide Jinsai Technology with existing production capacity and customer channels [5][6]. - The merger is seen as a potential strategy to eliminate competition and increase market concentration in a highly competitive industry [5]. Performance Challenges - Jinsai Technology's profitability is under pressure, with a reported net profit of 7.96 million RMB for the first three quarters of 2025, a decline of 6.39% year-on-year [6]. - The integration of a loss-making subsidiary like Fenghua Electronics could negatively impact Jinsai Technology's overall financial performance, especially if the integration does not proceed smoothly [6][9].

Core Viewpoint - The acquisition of Tongling Fenghua Electronics Co., Ltd. by Jinsai Technology for a nominal price of 1 RMB is overshadowed by the substantial debt of 41.87 million RMB that Jinsai must assume, raising questions about the strategic rationale behind the deal [2][3][5]. Financial Implications - Jinsai Technology's acquisition involves taking on 41.87 million RMB in debt, making the effective cost of the transaction significantly higher than the nominal price [4][5]. - As of September 30, 2025, Jinsai's cash reserves were only 33.65 million RMB, which is insufficient to cover the debt from the acquisition, despite a 533.48% increase from the beginning of the year [5][6]. - Fenghua Electronics has a total asset value of 56.97 million RMB and total liabilities of 62.69 million RMB, resulting in a negative net asset value of -5.72 million RMB, indicating it is a financially distressed company [5][6]. Strategic Rationale - The acquisition is positioned as a horizontal industry merger, aimed at resource integration to enhance Jinsai's competitiveness in the quartz crystal oscillator market, which aligns with its core business [6]. - Despite the financial burden, the acquisition allows Jinsai to gain existing production capacity and customer channels at a lower cost compared to building new facilities [6][7]. - The merger is seen as a potential strategy to increase market concentration by eliminating competition, which is a common approach among leading firms in a competitive industry [6][7]. Performance Concerns - Jinsai's profitability is under pressure, with a reported net profit of 7.96 million RMB for the first three quarters of 2025, reflecting a year-on-year decline of 6.39% [7]. - The integration of a loss-making subsidiary like Fenghua Electronics, which is projected to incur losses exceeding 6 million RMB, could negatively impact Jinsai's overall financial performance [7][10]. - Successful integration could lead to cost reductions and new growth opportunities, but failure to integrate could result in ongoing cash flow issues for Jinsai [10].

Core Viewpoint - Jinsai Technology (920981) has signed a contract to acquire 100% equity of Tongling Fenghua Electronics Co., Ltd. for 1 yuan, while also assuming a debt of 41.8717 million yuan [1] Group 1: Acquisition Details - The acquisition is conducted through a public bidding process [1] - The transaction price for the acquisition is set at 1 yuan [1] - Jinsai Technology will take on a debt of 41.8717 million yuan associated with Fenghua Electronics [1] Group 2: Company Profile - Fenghua Electronics primarily engages in the production, research, and sales of quartz crystal oscillator products [1] - The acquisition is part of Jinsai Technology's strategic decision to enhance its business layout and market competitiveness [1]