Core Viewpoint - Shengyi Technology (600183) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1][3]. Financial Performance - Total revenue reached 12.68 billion yuan, a year-on-year increase of 31.68% [1] - Net profit attributable to shareholders was 1.426 billion yuan, up 52.98% year-on-year [1] - In Q2 2025, total revenue was 7.069 billion yuan, reflecting a 35.77% increase year-on-year [1] - Q2 net profit attributable to shareholders was 863 million yuan, a 59.67% increase year-on-year [1] - Gross margin improved to 25.86%, up 20.14% year-on-year [1] - Net margin increased to 12.8%, a rise of 26.03% year-on-year [1] - Earnings per share (EPS) rose to 0.59 yuan, a 47.5% increase year-on-year [1] Balance Sheet and Cash Flow - Accounts receivable increased by 34.57% year-on-year, reaching 8.804 billion yuan [1] - Total liabilities with interest increased by 9.89% year-on-year, amounting to 3.841 billion yuan [1] - Cash flow per share improved significantly to 0.8 yuan, a 104.97% increase year-on-year [1] Investment Insights - The company's return on invested capital (ROIC) was 9.87%, indicating average capital returns [3] - Analysts expect the company's performance in 2025 to reach 2.897 billion yuan, with an average EPS forecast of 1.19 yuan [3] - Notable fund managers, including Zhu Ran from Xinda Australia Fund, have increased their holdings in Shengyi Technology [3][4] Fund Holdings - The largest fund holding Shengyi Technology is the Morgan Stanley Digital Economy Mixed Fund, with a scale of 2.386 billion yuan [4] - Several funds have newly entered or increased their positions in Shengyi Technology, indicating growing interest from institutional investors [4]

2025年8月16日，生益科技(600183.SH)发布2025年中报。 公司营业总收入为126.80亿元，较去年同报告期营业总收入增加30.50亿元，实现2年连续上涨，同比较 去年同期上涨31.68%。归母净利润为14.26亿元，较去年同报告期归母净利润增加4.94亿元，实现2年连 续上涨，同比较去年同期上涨52.98%。经营活动现金净流入为19.44亿元，较去年同报告期经营活动现 金净流入增加10.18亿元，同比较去年同期上涨109.98%。 公司股东户数为7.51万户，前十大股东持股数量为14.66亿股，占总股本比例为60.34%，前十大股东持 股情况如下： 公司最新资产负债率为42.95%。 公司最新毛利率为25.86%，较上季度毛利率增加1.26个百分点，实现6个季度连续上涨，较去年同期毛 利率增加4.29个百分点，实现2年连续上涨。最新ROE为9.40%，较去年同期ROE增加2.73个百分点。 公司摊薄每股收益为0.59元，较去年同报告期摊薄每股收益增加0.19元，实现2年连续上涨，同比较去年 同期上涨47.50%。 公司最新总资产周转率为0.44次，较去年同期总资产周转率增加0.06次，实现2年 ...

责编：彭勃 【热点】 【经营业绩】 美锦能源：筹划发行H股并在香港联交所上市。 科华控股：控股股东筹划公司控制权变更事项，股票将停牌。 三连板金田股份：铜加工产品应用于芯片算力领域销量占比较小。 五连板大元泵业：直接用于数据中心液冷的产品销售收入占比较小。 上纬新材：客户申请破产保护，可能对公司业绩产生一定影响。 思创医惠：收到杭州市公安局调取证据通知书。 【再融资】 申能股份：拟发行可转债募资不超20亿元。 农发种业：拟向实控人等定增募资不超4.07亿元。 安硕信息：拟定增募资不超6亿元，用于智慧信贷系统等项目。 建投能源：拟定增募资不超20亿元，投向西柏坡电厂四期工程。 生益电子：上半年净利润同比增长452.11%，拟10派3元（含税）。 建投能源：上半年净利润8.97亿元，同比增长157.96%。 芯朋微：上半年净利润9049.35万元，同比增长106.02%。 瑜欣电子：上半年净利润5092.9万元，同比增长101.61%。 深圳机场：上半年净利润3.12亿元，同比增长79.13%。 天桥起重：上半年净利润4391.33万元，同比增长71.68%。 生益科技：上半年净利润同比增长52.98%，拟10派 ...

General Provisions - The company aims to protect the legal rights of shareholders and creditors, and to regulate its organization and behavior according to relevant laws [2] - The company is established as a joint-stock limited company in accordance with the regulations of the People's Republic of China [2] Business Objectives and Scope - The company's business objective is to enhance economic strength and provide reasonable returns to shareholders while contributing to the development of the electronic materials industry [5] - The registered capital of the company is RMB 2,429,119,230 [4] Shares - The company issues shares in the form of stocks, with equal rights for each type of share [6] - The total number of ordinary shares approved for issuance at the establishment of the company was 155 million shares [7] - The current shareholding structure includes major shareholders such as Dongguan Guohong Investment Co., Ltd. holding 13.29% and Hong Kong Wei Hua Electronics Co., Ltd. holding 12.44% [7] Shareholders and Shareholder Meetings - Shareholders have rights to dividends, participate in meetings, and supervise the company's operations [13] - The company must hold an annual general meeting within six months after the end of the previous fiscal year [42] - Shareholders holding more than 10% of shares can request the board to convene a temporary shareholder meeting [48] Board of Directors - The board of directors is responsible for the company's management and decision-making [19] - The election of directors and supervisors is conducted through proposals submitted by shareholders [81][83] Financial Accounting System - The company must adhere to financial accounting standards and undergo internal audits [8] - The appointment of accounting firms is subject to approval by the shareholder meeting [8] Amendments to the Articles of Association - Amendments to the articles of association require approval from the shareholder meeting [11] Notifications and Announcements - The company is required to notify shareholders of meetings and decisions in a timely manner [26][56]

该利润分配预案尚需经公司 2025 年第二次临时股东大会审议通过后实施。 第二节 公司基本情况 广东生益科技股份有限公司2025 年半年度报告摘要 公司代码：600183 公司简称：生益科技 广东生益科技股份有限公司 广东生益科技股份有限公司2025 年半年度报告摘要 第一节 重要提示 展规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司拟以分红方案实施时股权登记日登记在册的全体股东股数为基数，向登记在册全体股东 每10股派现金红利 4.00元（含税），所余未分配利润全部结转至下一次分配。 公 司 2022 102280478.IB 2025-03-10 0 3.50 技 MTN001 月 8 日-9 日 年度第一期 中期票据 反映发行人偿债能力的指标： □适用 √不适用 第三节 重要事项 公司股票简况 | 股票种类 | 股票上市交易所 | 股票简称 | | 股票代码 | 变更前股 | | --- | --- | --- | --- | --- | --- | | 票简称 | | | | | | | ...

Core Viewpoint - The company has proposed a cash dividend distribution plan based on its semi-annual net profit for 2025, which requires approval from the upcoming shareholders' meeting [1][2]. Profit Distribution Plan - The company plans to distribute a cash dividend of 0.40 yuan per share (including tax), translating to 4.00 yuan for every 10 shares held [1]. - The total cash dividend to be distributed amounts to 971,705,172.00 yuan, which represents 68.12% of the net profit attributable to shareholders for the first half of 2025, totaling 1,426,490,859.25 yuan [2]. - The remaining undistributed profits will be carried forward to the next distribution [1]. Decision-Making Process - The profit distribution plan has been approved by the company's 11th Board of Directors at its 9th meeting and will be submitted for approval at the 2025 second extraordinary shareholders' meeting [2]. - The Supervisory Board has expressed that the distribution plan balances the immediate and long-term interests of shareholders and aligns with the company's future operational needs [3].

Meeting Overview - The 9th meeting of the 11th Board of Directors of Guangdong Shengyi Technology Co., Ltd. was held on August 15, 2025, via telecommunication voting [1] - The meeting had 11 directors eligible to participate, with all 11 directors actually participating [1] Financial Reports - The Board approved the 2025 Half-Year Report and its summary, with a unanimous vote of 11 in favor [2][3] - The company reported a net profit of CNY 1,219,647,330.55 (approximately 1.22 billion) after tax for the first half of 2025, from which a statutory reserve of 10% was allocated [2] Profit Distribution - The profit distribution plan for the first half of 2025 was approved, proposing a cash dividend of CNY 4.00 per 10 shares (including tax) to all shareholders, with the remaining undistributed profits carried forward [2][3] Related Party Transactions - The Board approved the proposal regarding the 2025 half-year related party transactions and the increase of estimated transaction amounts for 2025 with Wanrong Electronics, with 9 votes in favor and 2 abstentions [3][4] - The proposal for related party transactions with Shandong Xingshun was also approved unanimously [3][4] Financial Investments - The Board approved the use of self-owned funds to purchase principal-protected financial products or structured deposits, with a limit of CNY 1 billion (approximately 1 billion) for a one-year investment period [6] Stock Repurchase - The Board approved the repurchase and cancellation of certain restricted stocks from the 2024 incentive plan due to the departure of 5 incentive targets, with 10 votes in favor and 1 abstention [6] Capital Changes - The Board approved changes to the registered capital and amendments to the Articles of Association due to the repurchase of restricted stocks and shareholder reductions, with unanimous approval [7] Shareholder Meeting - The Board approved the proposal to convene the second extraordinary general meeting of 2025, with unanimous support [7]

Meeting Overview - The 8th meeting of the 11th Supervisory Board of Guangdong Shengyi Technology Co., Ltd. was held on August 15, 2025, via communication voting, with all 3 supervisors participating, meeting legal requirements [1][2]. Financial Reporting - The Supervisory Board unanimously approved the 2025 semi-annual report, confirming that the report's preparation and review processes complied with relevant regulations and accurately reflected the company's financial status and operational results [2][3]. Profit Distribution - The Supervisory Board approved the 2025 semi-annual profit distribution plan, which balances immediate and long-term shareholder interests and aligns with the company's future operational needs, adhering to legal provisions [2][3]. Related Party Transactions - The Supervisory Board approved the report on the 2025 semi-annual related party transactions, stating that the decision-making process complied with legal regulations and that the transactions were in the company's interest without harming non-related shareholders [3][4]. Investment in Financial Products - The Supervisory Board approved the use of up to 1 billion RMB or equivalent foreign currency of temporarily idle self-owned funds to purchase principal-protected financial products or structured deposits, enhancing fund utilization efficiency while ensuring compliance with legal requirements [3][4]. Stock Repurchase - The Supervisory Board approved the repurchase and cancellation of 143,700 restricted stocks from 5 incentive objects who left the company, with a repurchase price of 9.04 RMB per share plus bank deposit interest, confirming compliance with relevant regulations [4].

Core Viewpoint - The supervisory board of Guangdong Shengyi Technology Co., Ltd. has reviewed and approved the repurchase and cancellation of certain restricted stocks that have been granted but not yet released from restrictions, in accordance with relevant laws and regulations [1] Group 1: Compliance and Approval - The supervisory board believes that the company's action to repurchase and cancel part of the restricted stocks aligns with the relevant laws, regulations, and the draft of the 2024 Restricted Stock Incentive Plan [1] - The board confirms that this action does not harm the interests of shareholders [1]

Group 1 - The company reported a net profit of CNY 1,219,647,330.55 for the first half of 2025, with a proposed cash dividend of CNY 4.00 per 10 shares [2][3] - After deducting the legal surplus reserve of 10%, the distributable profit for shareholders amounts to CNY 3,847,387,134.52 [2] - The total share capital will decrease from 2,429,262,930 shares to 2,429,119,230 shares due to the repurchase and cancellation of 143,700 restricted stocks [2][3] Group 2 - The company plans to amend its articles of association to reflect changes in registered capital and share structure due to the repurchase of restricted stocks and the reduction of shares held by the founding shareholder, Weihua Electronics Co., Ltd. [3][4] - As of June 30, 2025, Weihua Electronics Co., Ltd. has reduced its holdings by 11,750,800 shares [3] - The amendments to the articles of association will maintain all other provisions unchanged [4]