证券代码：600355 证券简称：*ST 精伦 公告编号：临 2025-029 精伦电子股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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。 确认不存在应披露而未披露的重大信息，包括但不限于重大资产重组、股份发行、重大交 易类事项、业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者 等重大事项。 （三）媒体报道、市场传闻、热点概念情况 重要内容提示： 一、股票交易异常波动的具体情况 公司股票于 2025 年 8 月 12 日、8 月 13 日、8 月 14 日连续三个交易日内收盘价格涨幅 偏离值累计超过 12%，根据《上海证券交易所股票上市规则》的有关规定，属于股票交易 异常波动情形。 二、公司关注并核实的相关情况 针对公司股票异常波动情况，本公司对有关事项进行了核查，并书面函证了公司控股 股东及实际控制人，现将有关情况说明如下： （一）生产经营情况 经公司自查，本公司及控股子公司生产经营正常，市场环境或行业政策没有发生重大 变化，不存在应披露而未披露的重大信息。 （二）重大事项 ...

Group 1 - The core viewpoint of the news is that *ST Jinglun (600355) has shown a positive stock performance with a 5.0% increase, reflecting significant trading activity and a notable net inflow of funds [1] - As of August 14, 2025, *ST Jinglun's stock closed at 3.36 yuan, with a trading volume of 149,500 lots and a transaction amount of 50.05 million yuan [1] - The company reported a total operating revenue of 82.66 million yuan for the first half of 2025, representing a year-on-year growth of 23.45%, while the net profit attributable to shareholders decreased by 1.66% to 20.44 million yuan [1] Group 2 - The company has a current liquidity ratio of 0.827 and a quick ratio of 0.556, indicating its short-term financial health [1] - The debt-to-asset ratio stands at 58.37%, suggesting a moderate level of financial leverage [1] - Jinglun Electronics has made investments in 12 companies and participated in 112 bidding projects, showcasing its active engagement in business development [2]

Group 1 - The stock of *ST Jinglun has experienced a significant increase, with three limit-up days recorded within four trading days, resulting in a cumulative increase of 18.73% and a turnover rate of 26.49% [2] - As of August 10, the number of shareholders has decreased to 47,055, down by 655 from the previous period, marking the eighth consecutive decline, indicating a trend of concentrated shares [2] - The company's semi-annual report revealed a total operating revenue of 0.83 billion, representing a year-on-year growth of 23.45%, while the net profit was -0.20 billion, a decline of 1.66% compared to the previous year [2] Group 2 - The stock's trading performance showed a daily increase of 2.56% on August 13, with a turnover rate of 13.56% and a net outflow of 2,063.66 million in main funds [2] - On August 12, the stock rose by 5.05% with a turnover rate of 4.04% and a net inflow of 1,633.93 million in main funds [2] - The stock's performance on August 11 included a 4.95% increase, a turnover rate of 7.12%, and a net inflow of 2,001.52 million in main funds [2]

Group 1 - The core point of the article highlights the recent performance and financial metrics of *ST Jinglun (600355), noting a stock price increase of 2.56% to 3.2 yuan as of August 13, 2025, with a trading volume of 667,200 hands and a transaction amount of 212 million yuan [1] - The company reported total operating revenue of 82.66 million yuan for the first half of 2025, reflecting a year-on-year growth of 23.45%, while the net profit attributable to shareholders decreased by 1.66% to 20.44 million yuan [1] - The liquidity ratios for the company are reported as a current ratio of 0.827 and a quick ratio of 0.556, with a debt-to-asset ratio of 58.37% [1] Group 2 - Jinglun Electronics Co., Ltd. was established in 1994 and is located in Wuhan, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has made investments in 12 enterprises and has participated in 112 bidding projects, holding 35 trademark registrations and 207 patents, along with 10 administrative licenses [2]

Market Overview - The Shanghai Composite Index closed at 3683.46 points, above the six-month moving average, with an increase of 0.48% [1] - The total trading volume of A-shares reached 21,752.11 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 63 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Guanggang Gas with a deviation rate of 10.02% - Fuan Energy at 9.12% - Tenglong Co. at 8.88% [1] Detailed Stock Performance - The following stocks showed notable performance: - Guanggang Gas: Today's increase of 13.13% with a turnover rate of 13.67% [1] - Fuan Energy: Increased by 10.04% with a turnover rate of 1.43% [1] - Tenglong Co.: Increased by 10.06% with a turnover rate of 7.65% [1] - Other stocks with smaller deviation rates include: - Guangshen Railway, Luopus Gold, and Chahua Co., which have just crossed the six-month line [1]

Core Insights - *ST Jinglun reported a revenue of 82.66 million yuan for the first half of 2025, marking a year-on-year growth of 23.45% [2][3] - The company has achieved double-digit growth for the second consecutive year since revenue recovery began in 2024 [2][3] - The intelligent manufacturing segment, particularly the enterprise-level cloud server business, has emerged as a significant growth driver [3] Revenue Performance - In Q2 2025, the company generated 63.70 million yuan in revenue, reflecting a substantial increase of 70.4% year-on-year [3] - Intelligent manufacturing products accounted for 61.75% of total revenue, generating 51.04 million yuan, with notable growth in enterprise-level cloud server equipment integration and delivery [3][4] Contractual Agreements - The company signed a procurement contract worth 230 million yuan for server equipment, which has already contributed approximately 45 million yuan in revenue during the reporting period [3][4] Business Structure and Diversification - The intelligent manufacturing business includes a range of products such as servo control systems for industrial and household sewing equipment, production management systems, and IoT applications [4] - The commercial intelligent terminal and software services segments have also maintained stable operations, focusing on areas like ID reading devices and IoT charging products [5] Financial Health - Accounts receivable surged to 51.28 million yuan, up 433.88% from the beginning of the period, driven by increased sales [5] - Contract liabilities rose to 19.68 million yuan, a year-on-year increase of 276.16%, indicating strong customer demand [5] Cost Management - The company has effectively controlled operating expenses, with sales expenses down 1.54%, management expenses down 8.52%, and R&D expenses down 18.58% [5] - Despite a reduction in R&D investment, it remains at a relatively high level of 11.99 million yuan [5]

Core Viewpoint - *ST Jinglun (600355) reported a revenue increase but continued to incur losses in its 2025 mid-year financial report, indicating challenges in profitability despite higher sales [1]. Financial Performance Summary - Total operating revenue reached 82.66 million yuan, a year-on-year increase of 23.45% [1]. - Net profit attributable to shareholders was -20.44 million yuan, a decline of 1.66% year-on-year [1]. - In Q2, operating revenue was 63.70 million yuan, up 70.45% year-on-year, while net profit attributable to shareholders was -10.66 million yuan, an increase of 2.11% year-on-year [1]. Key Financial Ratios - Gross margin was 15.75%, down 32.00% year-on-year [1]. - Net margin was -24.73%, an improvement of 17.65% year-on-year [1]. - Total selling, administrative, and financial expenses amounted to 16.28 million yuan, accounting for 19.69% of revenue, a decrease of 22.97% year-on-year [1]. Asset and Liability Changes - Cash and cash equivalents decreased by 39.33% due to increased cash payments for raw material purchases [3]. - Accounts receivable increased by 206.59%, reflecting a rise in sales revenue [1][8]. - Interest-bearing liabilities rose by 30.96% [1]. Other Financial Metrics - Earnings per share remained at -0.04 yuan, a slight decrease of 2.44% year-on-year [1]. - Operating cash flow per share was -0.03 yuan, down 53.80% year-on-year [1]. - The company has a historical median ROIC of -12.39%, indicating poor investment returns [13]. Recommendations for Monitoring - Attention is advised on the company's cash flow situation, with cash and cash equivalents to current liabilities ratio at 17.69% [14]. - Monitoring of accounts receivable is recommended due to negative net profit attributable to shareholders [14].

Group 1 - The core point of the article highlights the recent performance of *ST Jinglun (600355), which closed at 3.12 yuan, marking a 5.05% increase with a turnover rate of 4.04% and a trading volume of 198,600 hands, amounting to 61.93 million yuan [1] - The company reported total operating revenue of 82.66 million yuan for the first half of 2025, reflecting a year-on-year growth of 23.45%, while the net profit attributable to shareholders decreased by 1.66% to 20.44 million yuan [1] - The company's liquidity ratios are reported as a current ratio of 0.827 and a quick ratio of 0.556, with a debt-to-asset ratio of 58.37% [1] Group 2 - Jinglun Electronics Co., Ltd. was established in 1994 and is located in Wuhan, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has made investments in 12 enterprises and participated in 112 bidding projects, holding 35 trademark registrations and 207 patents, along with 10 administrative licenses [2]

*ST精伦的主营业务按产品划分，分为"智能制造类产品"、"商用智能终端类产品"和"软件与信息服务类产品"。 8月12日，*ST精伦发布2025年H1业绩报告称，上半年营收为82,662,889.98元，同比增长23.45%；归属于上市公司股东的净 亏损为20,444,429.54元，上年同期亏损20,110,193.32元；扣除非经常性损益后的净亏损为20,547,913.55元，上年同期亏损 20,441,628.19元。 | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 | 上年同期 | 本报告期比上年 | | | (1-6月) | | 同期增减(%) | | 营业收入 | 82.662.889.98 | 66.959.395.85 | 23.45 | | 利润总额 | -20,276,173.31 | -19,908,945.22 | 不适用 | | 归属于上市公司股东的净利润 | -20.444.429.54 | -20.110.193.32 | 不适用 | | 归属于上市公司股东的扣除非经常性 | -20,547,913. ...

Group 1 - The company has not proposed a profit distribution plan or a capital reserve transfer plan for the reporting period [1] - The board of directors and senior management guarantee the authenticity, accuracy, and completeness of the semi-annual report [1] - The semi-annual report has not been audited [1] Group 2 - The company signed a procurement contract for enterprise-level cloud server equipment with a total amount of 230 million yuan, with approximately 45 million yuan delivered during the reporting period [3] - The new category of intelligent manufacturing products is expected to have a positive impact on the company's operating performance for the current and future periods [3] Group 3 - The board of directors unanimously approved the semi-annual report and its summary during the sixth meeting of the ninth board [4][5] - The board also approved revisions to the information disclosure management system and the management system for shareholders, directors, and senior management personnel holding company shares [6][7] - A new management system for the deferral and exemption of information disclosure was also established [8][9]