人民财讯8月28日电，方正科技（600601）8月28日晚间披露半年报，2025年上半年，公司实现营业收入 21.4亿元，同比增长35.60%；归属于上市公司股东的净利润1.73亿元，同比增长15.29%；基本每股收益 0.0414元。 ...

Group 1 - The company reported a revenue of 2.14 billion yuan for the first half of the year, representing a year-on-year growth of 35.60% [1] - The net profit attributable to shareholders of the listed company was 173 million yuan, showing a year-on-year increase of 15.29% [1]

方正科技集团股份有限公司2025 年半年度报告 公司代码：600601 公司简称：方正科技 方正科技集团股份有限公司 2025 年半年度报告 1 / 157 方正科技集团股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、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。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人陈宏良、主管会计工作负责人周琳及会计机构负责人（会计主管人员）周琳声 明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 ...

珠海华发集团财务有限公司 2025 年半年度风险持续评估报告 根据上海证券交易所《上市公司自律监管指引第5号—交易与关联交易》的 要求，方正科技集团股份有限公司（以下简称"本公司"）通过查验珠海华发集 团财务有限公司（以下简称"财务公司"）《金融许可证》《营业执照》等证件资 料，查阅包括资产负债表、利润表、现金流量表等在内的财务公司的定期财务报 表，并了解财务公司内部控制及风险监管指标动态，对财务公司的经营资质、业 务和风险状况进行了评估，具体情况报告如下： 1 00971815）；同年 12 月 14 日，财务公司股东发生变更，并换发《营业执照》（统 一社会信用代码：9144040007788756XY）。 2023 年 3 月 17 日，财务公司增资至人民币三十二亿元，并换发《营业执 照》（统一社会信用代码：9144040007788756XY）。 2023 年 12 月 6 日，财务公司因业务范围调整换发新证《金融许可证》（证 号：01091676）。 一、财务公司基本情况 财务公司是经国家金融监督管理总局（原"中国银行业监督管理委员会"） 批准设立的为珠海华发集团有限公司（以下简称"华发集团"）及其成 ...

Group 1 - The CPO (Co-packaged Optics) sector is experiencing significant growth due to the explosion in AI computing demand, accelerated technological iteration, policy support, and better-than-expected corporate performance [2][3][4] - CPO technology reduces power consumption by 50% and supports high-speed transmission of 1.6T and above, making it a core solution for short-distance interconnection in data centers [2][3] - Major companies like Nvidia and Google are planning to deploy 800G optical modules, with global demand expected to reach 18-22 million units by 2025, representing a year-on-year increase of over 300% [2][3] Group 2 - Investment strategies in the CPO sector include holding leading stocks with real technological capabilities and investing in CPO-themed funds [3][5] - The CPO sector is characterized by high volatility, and investors are advised to maintain core positions while making flexible adjustments [5][6] - The importance of continuous learning and adapting to market changes is emphasized, especially in rapidly evolving fields like CPO technology [8]

Group 1 - A total of 7 A-share companies announced related to private placement on August 28, with 1 company disclosing a private placement plan, 3 plans approved by the shareholders' meeting, 1 plan approved by the CSRC, and 2 plans halted [1] - The highest proposed fundraising amount is from Hongjing Technology, aiming to raise no more than 1.354 billion yuan [2] - This year, 91 companies have announced completed private placement plans, with 40 companies raising over 1 billion yuan [3] Group 2 - The companies with the highest fundraising amounts include Bank of China, Postal Savings Bank, and Bank of Communications, raising 165 billion yuan, 130 billion yuan, and 120 billion yuan respectively [3] - Specific details of the private placements include the number of shares to be issued and the intended use of funds, such as project financing and supplementing working capital [2]

Audit Opinion - The audit report states that the financial statements of Founder Technology Group Co., Ltd. fairly reflect the company's financial position as of December 31, 2024, and its operating results for the year 2024 in accordance with accounting standards [2]. Key Audit Matters - Revenue recognition is identified as a key audit matter due to the inherent risk of revenue manipulation to meet specific targets. The company reported revenue of 2 billion RMB for the year 2024 [3][4]. - Asset impairment is another key audit matter, particularly concerning inventory valuation. The company’s inventory balance as of December 31, 2024, is significant, and the assessment of impairment involves management's judgment [4]. Company Overview - Founder Technology Group Co., Ltd. was established on January 2, 1985, and is a publicly listed company with a registered capital of 4.17 billion RMB. The company is headquartered in Shanghai and primarily engages in the production and sale of PCB products [8][9]. Financial Reporting Basis - The financial statements are prepared based on the going concern assumption and in accordance with the relevant accounting standards issued by the Ministry of Finance of China [10][11]. Accounting Policies - The company has established specific accounting policies and estimates related to revenue recognition and other transactions, which are detailed in the financial statement notes [10][11]. Consolidation and Control - The company consolidates 20 subsidiaries as of December 31, 2024, with an increase of 2 subsidiaries compared to the previous year. Control over subsidiaries is determined based on the ability to govern their financial and operating policies [9][18].

| 北京金诚同达律师事务所 | | | --- | --- | | 关于 | | | 方正科技集团股份有限公司 | | | 法律意见书 | | | 金证法意[2025]字 | 0820 第 0772 号 | | 北京市建国门外大街1号国贸大厦A座十层 | 100004 | | 电话：010-5706 8585 | 传真：010-8515 0267 | | 金诚同达律师事务 | | | 所 | | | 法律意见书 | | | | 目 录 | | 金诚同达律师事务所 | 法律意见书 | | 释 | 义 | | 在本法律意见书中，除非文中另有说明，下列词语具有下述涵义： | | | | 方正科技集团股份有限公司，曾用名"上海方正延中科技集 | | 发行人、公司、方正 | | | 指 | 团股份有限公司""上海延中实业股份有限公司" | | | "上海延中 | | 科技 | | | 实业有限公司" | | | 本次发行股票、本次 | | | 方正科技集团股份有限公司 | 2025 年度向特定对象发行 A 股 | | 发行、本次向特定对 指 | | | 股票的行为 | | | 象发行股票 | | | 《方正科技集团股份 ...

Core Viewpoint - Founder Technology Group Co., Ltd. is planning to issue shares to specific investors, aiming to raise funds for business expansion and enhance its competitive position in the PCB industry [1][2][3] Company Overview - Founder Technology Group Co., Ltd. was established on December 10, 1984, with a registered capital of 4,170.293287 million yuan [1][2] - The company specializes in the design, research and development, manufacturing, and sales of printed circuit board (PCB) products, including HDI, multilayer boards, and customized PCBs [2][4] - The company is listed on the Shanghai Stock Exchange under the stock code 600601, with its shares trading since December 19, 1990 [1][2] Business Operations - The company's PCB products are widely used in various sectors, including communication equipment, consumer electronics, automotive electronics, and medical devices [2][4] - The company has established long-term technical cooperation relationships with domestic and international strategic customers, enhancing its competitive edge in high-end PCB markets [2][4] Financial Performance - As of March 31, 2025, the company's total assets amounted to 746,705.04 million yuan, with total liabilities of 327,586.42 million yuan, resulting in net assets of 419,118.62 million yuan [2][3] - The company's revenue for the first quarter of 2025 was 95,167.54 million yuan, with a net profit of 7,847.72 million yuan [2][3] - The comprehensive gross profit margin for the company has shown an upward trend, reaching 21.91% in the latest reporting period [4] Market Position - The company ranks 29th in the overall PCB industry and 16th among domestic PCB companies according to the CPCA's 2024 revenue report [2][4] - The PCB industry is experiencing growth, driven by increasing demand in electronic information sectors, although it faces challenges from intense competition and market fluctuations [4][5] Fundraising and Investment Plans - The company plans to raise up to 198,000.00 million yuan through this issuance, with the funds allocated for projects aimed at expanding its business capabilities [1][17] - The issuance will involve specific investors, including Huanxin Fangke, which will subscribe for up to 23.50% of the total shares issued [1][15] Risks and Challenges - The company faces risks related to market competition, raw material price fluctuations, and potential changes in macroeconomic conditions that could impact its financial performance [4][5][6] - The company has a significant amount of accounts receivable, which could lead to increased bad debt losses if the financial conditions of its major customers deteriorate [5][6]

国金证券股份有限公司 华金证券股份有限公司 关于方正科技集团股份有限公司 向特定对象发行股票 之 发行保荐书 联合保荐人（主承销商） （成都市青羊区东城根上街 95 号） （上海市静安区天目西路 128 号 19 层 1902 室） 二〇二五年八月 声 明 国金证券股份有限公司、华金证券股份有限公司接受方正科技集团股份有限 公司（以下简称"方正科技""发行人"或"公司"）的委托，担任方正科技集 团股份有限公司 2025 年度向特定对象发行 A 股股票的联合保荐人，为本次发行 出具发行保荐书。 保荐人及指定的保荐代表人根据《中华人民共和国公司法》 （以下简称"《公 司法》"）《中华人民共和国证券法》（以下简称"《证券法》"）《上市公司 证券发行注册管理办法》（以下简称"《注册管理办法》"）等有关法律、法规 和中国证券监督管理委员会、上海证券交易所的有关规定，诚实守信，勤勉尽责， 严格按照依法制订的业务规则、行业执业规范和道德准则出具发行保荐书，并保 证所出具文件的真实性、准确性和完整性。 在本发行保荐书中，除上下文另有所指，释义与《方正科技集团股份有限公 司 2025 年度向特定对象发行 A 股股票募集说明书》 ...