派斯林数字科技股份有限公司 内幕信息知情人登记管理制度 （2025 年 8 月） 第一章 总则 第一条 为进一步规范派斯林数字科技股份有限公司（以下简称"公司"）的内 幕信息管理，加强内幕信息保密工作，维护信息披露的公开、公平和公正，根据《中 华人民共和国公司法》《中华人民共和国证券法》、中国证券监督管理委员会（以下简 称"中国证监会"）《上市公司监管指引第 5 号——上市公司内幕信息知情人登记管理 制度》、上海证券交易所《股票上市规则》《自律监管指引第 2 号——信息披露事务管 理》等法律、法规、规章、规范性文件及《公司章程》的有关规定，制定本制度。 第二条 公司董事会应当及时登记和报送内幕信息知情人档案，并保证内幕信息 知情人档案真实、准确和完整，董事长为主要责任人。董事会及董事长应当保证潜在 内幕信息知情人档案真实、准确和完整签署书面确认意见。 董事会办公室为内幕信息监督、管理、登记、披露及备案的日常工作部门，董事 会秘书负责办理公司内幕信息知情人的登记入档和报送事宜。 第三条 董事会审计委员会为内幕信息知情人登记管理制度实施情况的监督机 构，应当对内幕信息知情人登记管理制度的实施情况进行定期检查，对检 ...

Core Viewpoint - On August 18, a total of 19 listed companies had their restricted shares unlocked, with a total market value of approximately 32.581 billion yuan [1]. Group 1: Unlocking Details - The specific details of the restricted share unlocks are as follows: - **Sunshine Energy (000591)**: 314 million shares from A-share original shareholder allocation [2] - **Paislin (600215)**: 2.0375 million shares from equity incentive lock-up [2] - **Xin'ao Co. (600803)**: 253 million shares from A-share corporate allocation [2] - **Hualan Biological (301207)**: 459 million shares with extended lock-up period [2] - **Taihe New Materials (002254)**: 436,000 shares from equity incentive lock-up [2] - **Yinxi Technology (300221)**: 569,890 shares from equity incentive lock-up [2] - **Loxin Medical (300562)**: 110,000 shares from equity incentive lock-up [2] - **Bona Film (001330)**: 319 million shares from pre-issue lock-up [2] - **Yuanfei Pet (001222)**: 112 million shares from pre-issue lock-up [2] - **Kaige Precision Machinery (301338)**: 72.1 million shares from pre-issue lock-up [2] - **Dingjide (603255)**: 72.7914 million shares from pre-issue lock-up [2] - **Shangji Technology (301330)**: 18.515 million shares from pre-issue lock-up [2] - **Zhongchumai (688267)**: 83.3928 million shares [2] - **Luwei Optoelectronics (688401)**: 77.6214 million shares [2] - **Haohan Depth (688292)**: 10.8085 million shares [2] - **Huicheng Co. (688403)**: 259 million shares [2] - **Kaiweite (688693)**: 921,100 shares [2] - **Xinyu Ren (688573)**: 122,190 shares [2] - **Sinan Navigation (688592)**: 77,700 shares [2]

Group 1 - The company focuses on intelligent manufacturing and primarily engages in providing overall solutions for industrial automation production lines [1] - The company's products are mainly applied in sectors such as automotive manufacturing, intelligent warehousing, prefabricated buildings, engineering machinery, and digital factories [1] - Currently, the company does not involve itself in the defense and military industry [1]

Group 1 - The article discusses the projected financial performance of a company for 2024, indicating a significant increase in revenue and profitability compared to previous years [1][5][6] - It highlights a forecasted revenue of approximately 32,430.61 million, representing a growth of 55.32% year-over-year [5] - The company is expected to achieve a net profit margin of around 16.37% in 2024, reflecting improved operational efficiency [5][6] Group 2 - The article mentions a strategic shift in the company's operations, focusing on enhancing its market presence and expanding its product offerings [2][4] - It outlines a target of achieving a 30% market share by 2025, which is a significant increase from the current levels [2][4] - The company plans to invest heavily in research and development to drive innovation and maintain competitive advantage [2][3] Group 3 - The financial outlook for 2025 is also discussed, with expectations of continued growth, projecting a revenue increase of 20% compared to 2024 [6][7] - The company aims to maintain a strong balance sheet, with a focus on reducing debt levels and improving liquidity [6][8] - There is an emphasis on sustainability initiatives, which are expected to enhance brand reputation and customer loyalty [3][4]

Core Viewpoint - The company reported a decline in revenue and net profit for the year 2024, attributed to a challenging economic environment and increased competition in the automotive market, while focusing on optimizing its business structure and expanding into new markets and technologies [2][3][4]. Company Overview and Financial Indicators - The company, Paslin Digital Technology Co., Ltd., reported a revenue of approximately 1.84 billion RMB for 2024, a decrease of 13.75% compared to 2023 [3]. - The net profit attributable to shareholders was approximately 64.43 million RMB, down 46.85% from the previous year [3]. - The company’s total assets were approximately 3.59 billion RMB, reflecting a decrease of 9.41% from 2023 [3]. Business Strategy and Market Position - The company aims to enhance its global presence by optimizing its business structure and increasing its focus on non-automotive automation sectors, while maintaining its core automotive manufacturing automation business [4][5]. - The company has established manufacturing bases and R&D centers in China, the USA, and Mexico, and is committed to strengthening partnerships with major automotive manufacturers and suppliers [4][5]. - The company has successfully entered the supply chains of major automotive manufacturers such as BMW, General Motors, and Volvo, expanding its market share [4][5]. Industry Context - The industrial automation market is experiencing significant growth, with a projected compound annual growth rate (CAGR) of 9.9%, expected to reach approximately 471 billion USD by 2031 [9]. - The Chinese government is actively promoting the development of industrial automation, with policies aimed at enhancing technological innovation and upgrading traditional manufacturing [9][10]. - The integration of artificial intelligence and industrial automation is becoming a key focus, driving the transition from traditional manufacturing to smart manufacturing [10][11]. Future Outlook - The company plans to continue expanding into sectors such as intelligent warehousing, aerospace manufacturing, and construction automation, aiming to leverage its expertise in industrial automation [5][6]. - The company is also focusing on the development of humanoid robots and artificial intelligence applications to enhance its product offerings and market competitiveness [16][17]. - The emphasis on green and intelligent manufacturing is expected to reshape the industry landscape, with the company adopting sustainable practices to reduce environmental impact [19].

Core Viewpoint - The company, Paislin Digital Technology Co., Ltd., reported a significant decline in operating performance for 2024, with a 13.75% decrease in revenue and a 46.85% drop in net profit, attributed to various factors including market policy impacts and increased competition in the automotive sector [2][3]. Group 1: Operating Performance - In 2024, the company achieved operating revenue of 1.843 billion yuan, a year-on-year decrease of 13.75%, and a net profit attributable to shareholders of 64 million yuan, down 46.85% [2]. - The decline in performance is primarily due to several factors: uncertainty in North American automotive market policies, intensified industry competition, fluctuations in product and raw material prices, and increased period expenses [2]. Group 2: Industry Comparison - The company's performance aligns with the broader industry trend, as comparable listed companies in the same sector also reported poor operating results for 2024 [3]. Group 3: Profitability and Margins - There is a significant difference in gross profit margins between domestic and overseas operations, with overseas gross margin at 16.39% and domestic at 6.66%, reflecting different stages of business development [4]. - The lower gross margin for domestic operations is attributed to high initial costs and a focus on smaller projects, while overseas operations benefit from a more stable competitive landscape and larger, complex projects [4]. Group 4: Cash Flow and Financial Health - The company's net cash flow from operating activities improved from -312 million yuan in 2023 to -55 million yuan in 2024, turning positive in Q1 2025 with 24 million yuan [5]. - The negative cash flow in recent years is mainly due to business characteristics and strategic transformation impacts, but the cash flow has shown signs of recovery [5]. Group 5: Revenue Recognition and Accounts Receivable - The company uses the time-based method for revenue recognition, which complies with accounting standards, and the significant change in the ratio of contract assets to accounts receivable is reasonable due to project delays [6]. - The company has the right to collect payments for completed performance, indicating prudent revenue recognition practices [6]. Group 6: Goodwill and Performance Commitments - The performance commitment completion rate for the U.S. subsidiary, Wan Feng, was only 60.14%, necessitating a compensation of approximately 99.37 million yuan [7]. - The company asserts that the failure to meet performance commitments is primarily due to uncertainties in the North American electric vehicle market, and the goodwill impairment testing method is compliant, justifying the lack of impairment [7]. Group 7: Foreign Currency and Liquidity - By the end of 2024, the company's dollar-denominated cash balance decreased by 71.45%, and long-term dollar borrowings fell by 98.78%, attributed to revenue decline and optimized borrowing structure [8]. - The current cash balance is aligned with the scale of operating revenue, indicating no significant liquidity pressure in the short term [8].

证券代码：600215 证券简称：派斯林 公告编号：临 2025-028 派斯林数字科技股份有限公司 关于 2024 年年度报告的更正公告 本公司董事会及全体董事保证公告内容不存在虚假记载、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法律责任。 派斯林数字科技股份有限公司（以下简称"公司"）于2025年4月30日在上海 证券交易所网站（www.sse.com.cn）披露了公司《2024年年度报告》。经事后核 查发现前述报告中部分数据填写有误，现对相关内容予以更正。本次更正不会对 公司2024年度财务状况及经营成果产生影响，具体如下： 一、对"第十节 财务报告-七、合并财务报表项目注释-27、商誉-（4）可 收回金额的具体确定方法"中预测期的年限数据，进行更正： 更正前： | | | | | | | 减 | | 预测期 | 预测期 | 稳定期 的关键 | 稳定期 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 的关键 | | | 的关键 | | 项目 | 账面价值 | 可收回金额 | 值 | 预测期的 ...

中兴财光华会计师事务所（特殊普通合伙） 《关于派斯林数字科技股份有限公司 2024 年年度报告 的信息披露监管问询函》的回复 上海证券交易所: 根据贵所《关于派斯林数字科技股份有限公司 2024年年度报告的信息披露 监管问询函》(上证公函【2025】0854 号）(以下简称"问询函")的要求,中兴 财光华会计师事务所(特殊普通合伙)(以下简称"会计师"或"我们")作为派 斯林数字科技股份有限公司（以下简称"公司"或"派斯林"）2024 年度财务报 表审计机构,对问询函中与会计师相关的内容作了认真核查,现将情况回复如 下： 问题二:关于收入确认。 年报显示,公司工业自动化系统集成业务根据已完成劳务的进度在一段时 间内确认收入,已完成劳务的进度按照已发生的成本占预计总成本的比例确 定。公司按照进度确认收入时,对于已经取得无条件收款权的部分,确认为应 收账款,其余部分确认为合同资产。2024年末,公司合同资产和应收账款合计 账 面金额 11.40 亿元,同比下降 14.41%，与营业收入下降趋势基本一致，但合 同资产与应收账款比例发生重大变化,合同资产由 2023年末的 6.06 亿元增长至 8.16 亿元,同比增 ...

中联资产评估咨询(上海)有限公司关于上海证券交易所 《关于派斯林数字科技股份有限公司 2024年年度报告的信 息披露监管问询函》(上证公函〔2025〕第 0854 号) 所涉及资产评估相关问题的回复 上海证券交易所: 派斯林数字科技股份有限公司(以下简称"公司")于近日收到贵部《关于 对派斯林数字科技股份有限公司 2024年年报的问询函》<上证公函〔2025〕第 0854 号>(以下简称"《问询函》"),公司对《问询函》所涉及问题进行了认 真研究和核实并进行答复,我司对相关问题发表意见如下: 三、关于业绩承诺与商誉减值。公司于 2021 年收购 America Wanfeng Corporation(以下简称美国万丰),交易对手方作出业绩承诺,2024年美国万 丰业绩承诺完成率仅 60.14%,交易对手方需进行业绩补偿 9.936.95 万元。除 2024 年外,前期业绩承诺均已完成。公司称,未完成业绩承诺主要系北美新能 源汽车市场受不确定性因素影响,主机厂对政策及市场观望情绪较大,延后或取 消其投资计划。此外,报告期末,公司收购美国万丰形成的商誉账面净值为 6.94 亿元,公司未对上述商誉计提减值。目前,美 ...

证券代码：600215 证券简称：派斯林 公告编号：临 2025-027 派斯林数字科技股份有限公司 关于对上海证券交易所《关于派斯林数字科技股份有 限公司 2024 年年度报告的信息披露监管问询函》的 回复公告 本公司董事会及全体董事保证公告内容不存在虚假记载、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法律责任。 派斯林数字科技股份有限公司（以下简称"公司"）于近日收到上海证券交 易所《关于派斯林数字科技股份有限公司 2024 年年度报告的信息披露监管问询 函》（上证公函【2025】0854 号）（以下简称"《问询函》"）。收到《问询函》后， 公司高度重视，积极组织相关部门及年审会计师事务所、评估公司对相关问题进 行逐项核查落实和回复，具体内容如下： 问题一、关于经营业绩。 公司主营工业自动化产线业务，2024 年实现营业收入 18.43 亿元，同比下 降 13.75%；实现归属于上市公司股东的净利润 0.64 亿元，同比下降 46.85%。 毛利率方面，公司主营业务毛利率为 14.83%，境内、境外毛利率分别为 6.66% 和 16.39%，境内外毛利率差异较大且低于同行业可比上市公 ...