Market Overview - The professional engineering sector increased by 1.77% on September 8, with Sentai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3826.84, up 0.38%, while the Shenzhen Component Index closed at 12666.84, up 0.61% [1] Top Performers - Sentai Co., Ltd. (603098) closed at 15.68, up 10.04% with a trading volume of 271,100 shares and a transaction value of 413 million yuan [1] - Other notable gainers include: - Deep Green Da A (000032) at 24.48, up 7.46% with a transaction value of 1.206 billion yuan [1] - Huadian Technology (601226) at 7.68, up 5.64% with a transaction value of 46.5 million yuan [1] Market Capital Flow - The professional engineering sector experienced a net outflow of 9.3362 million yuan from institutional investors, while retail investors saw a net inflow of 65.063 million yuan [2] - The overall market showed a mixed trend in capital flow, with significant outflows from speculative funds [2] Individual Stock Capital Flow - Deep Green Da A (000032) had a net inflow of 91.9343 million yuan from institutional investors, while it faced a net outflow of 63.5720 million yuan from speculative funds [3] - Sentai Co., Ltd. (603098) saw a net inflow of 50.9498 million yuan from institutional investors, but also experienced outflows from speculative and retail investors [3]

Group 1 - The core viewpoint of the news is that Sente Group's stock has seen a significant increase, with a rise of 5.05% to 13.93 CNY per share, and a total market capitalization of 7.518 billion CNY [1] - Sente Group, established on December 5, 2001, and listed on December 16, 2016, specializes in the research, production, and sales of green, environmentally friendly, and energy-saving new building materials, providing integrated services including design, production, installation, and after-sales [1] - The main business revenue composition of Sente Group includes: BIPV business 60.38%, building metal enclosure systems 30.61%, soil and groundwater environmental remediation 7.09%, and others 1.83% [1] Group 2 - From the perspective of major fund holdings, Dachen Fund has a significant position in Sente Group, with its Dachen Dynamic Quantitative Allocation Strategy Mixed A fund holding 29,700 shares, accounting for 1.1% of the fund's net value, ranking as the fourth-largest holding [2] - The Dachen Dynamic Quantitative Allocation Strategy Mixed A fund has achieved a return of 39.68% year-to-date, ranking 788 out of 8178 in its category, and a one-year return of 61.64%, ranking 1257 out of 7978 [2]

（文章来源：证券日报） 证券日报网讯 9月4日晚间，森特股份发布公告称，公司未对控股股东和实际控制人及其关联人提供担 保，亦无逾期担保。 ...

证券代码：603098 证券简称：森特股份 公告编号：2025-042 森特士兴集团股份有限公司 关于提供担保的进展公告 ●被担保人：森特士兴集团股份有限公司（以下简称"公司"）的全资及控 股子公司。 ●提供担保金额：近期公司及全资、控股子公司间发生新增担保金额合计人 民币 1,088.53 万元，其中公司为合并报表范围内全资及控股子公司合计提供了 839.54 万元担保，全资子公司为母公司提供了 248.99 万元担保。 截至 2025 年 8 月 31 日，公司及子公司间累计提供担保金额为 5.20 亿元， 占公司最近一期经审计归母净资产 18.86%。其中：公司为合并报表范围内全资 及控股子公司提供担保金额为 0.92 亿元，全资子公司对公司提供担保金额为 4.28 亿元，以上担保均属于公司及全资/控股子公司间担保范围，不涉及对外担保范 畴。 ●是否有反担保：否 ●对外担保逾期的累计数量：0 ●风险提示：本次新增担保包括担保对象最近一期资产负债率超过 70%的情 形，敬请投资者注意相关风险。 一、担保进展情况 （一）提供担保情况 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 ...

Financial Performance - The company reported a total revenue of 1.619 billion yuan for the first half of 2025, representing a year-on-year increase of 29.4% [1] - The net profit attributable to shareholders reached 72.056 million yuan, up 25.51% year-on-year [1] - In Q2 2025, total revenue was 902 million yuan, showing a year-on-year growth of 42.34% [1] - The net profit for Q2 2025 was 37.964 million yuan, an increase of 5.49% year-on-year [1] Key Financial Ratios - Gross margin was 18.03%, down 4.08% compared to the previous year [1] - Net margin improved to 4.63%, an increase of 4.92% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 139 million yuan, accounting for 8.61% of revenue, a decrease of 24.82% year-on-year [1] Balance Sheet Highlights - Accounts receivable increased by 40.22% year-on-year, reaching 2.011 billion yuan [1] - The company’s cash and cash equivalents decreased by 12.09% to 862.48 million yuan [1] - Interest-bearing debt decreased significantly by 33.85% to 525 million yuan [1] Earnings Per Share - Earnings per share (EPS) rose to 0.13 yuan, reflecting an 18.18% increase year-on-year [1] - Operating cash flow per share improved dramatically to 0.24 yuan, a 505.02% increase compared to the previous year [1] - Net asset value per share increased to 5.19 yuan, up 2.56% year-on-year [1] Business Evaluation - The company's return on invested capital (ROIC) was 2.46%, indicating weak capital returns [3] - Historical median ROIC since listing is 10.25%, with the lowest recorded ROIC at 1.72% in 2021 [3] - The company's business model relies heavily on research and marketing efforts [3] Cash Flow and Receivables - The cash flow situation is concerning, with cash and cash equivalents to current liabilities ratio at 53.87% [3] - The ratio of accounts receivable to profit has reached 2734.54%, indicating potential issues with receivables management [3]

证券代码：603098 证券简称：森特股份 公告编号：2025-039 森特士兴集团股份有限公司 第五届董事会第五次会议决议公告 二、董事会会议审议情况 （一）审议并通过《关于公司 2025 年半年度报告及摘要的议案》 内容详见上海证券交易所网站（http://www.sse.com.cn）披露的《森特股份 关于公司 2025 年半年度报告摘要》（公告编号：2025-041）。 在提交本次董事会之前，该议案已经公司董事会审计委员会事前审议，全体 委员一致同意提交董事会审议。 表决结果：赞成票 8 票，反对票 0 票，弃权票 0 票。同意票数占有效表决票 的 100%。 （二）审议并通过《关于公司 2025 年半年度募集资金存放与实际使用情况 的专项报告的议案》 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个别及连带责任。 一、董事会会议召开情况 森特士兴集团股份有限公司（以下简称"森特股份"或"公司"）第五届董 事会第五次会议（以下简称"本次会议"）于 2025 年 8 月 22 日以通讯形式发出 会议通知，并于 2025 年 8 月 ...

Core Insights - The company reported a revenue of 1.619 billion yuan for the first half of the year, representing a year-on-year growth of 29.40% [1] - The BIPV business segment generated revenue of 978 million yuan, with a year-on-year increase of 39.80% [1] - The net profit attributable to shareholders reached 72.056 million yuan, marking a year-on-year growth of 25.51% [1] Financial Performance - The company achieved a net cash flow from operating activities of 128 million yuan, an increase of 160 million yuan year-on-year [1] - The operating cash flow per share was 0.24 yuan, which is 1.85 times the basic earnings per share of 0.13 yuan [1] Contractual Growth - In the first half of 2025, the company signed contracts worth 1.853 billion yuan, reflecting a year-on-year growth of 72.08% [1] - The BIPV projects accounted for 1.097 billion yuan of the contracts, showing a significant year-on-year increase of 112.03% [1] - The environmental protection business generated 228 million yuan in contracts, with a remarkable year-on-year growth of 737.29% [1]

森特士兴集团股份有限公司2025 年半年度报告 公司代码：603098 公司简称：森特股份 森特士兴集团股份有限公司 2025 年半年度报告 1 / 194 森特士兴集团股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、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、 公司负责人刘爱森、主管会计工作负责人周智敏及会计机构负责人（会计主管人员）刘艳 召声明：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 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告内容涉及未来计划等前瞻性陈述因存在不确定性，不构成公司对投资者的实质承诺， 投资者及相关人士均应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异 ，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 ...

证券代码：603098 证券简称：森特股份 公告编号：2025-040 森特士兴集团股份有限公司 关于 2025 年半年度募集资金存放与实际使用情况的 专项报告 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个别及连带责任。 森特士兴集团股份有限公司（以下简称"公司"）根据中国证券监督管理委 员会印发的《上市公司监管指引第 2 号—上市公司募集资金管理和使用的监管要 求》及上海证券交易所下发的《上海证券交易所上市公司自律监管指引第 1 号— —规范运作》《上海证券交易所上市公司自律监管指南第 1 号——公告格式》等 相关法律法规的规定，现将公司 2025 年半年度募集资金存放与实际使用情况的 专项报告公告如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会证监许可[2019]2005 号文核准，本公司本次发行 面值总额为600,000,000.00元的可转换公司债券，发行价格为每张人民币100 元， 债券期限为 6 年。根据有关规定扣除发行费用 11,537,041.90 元后，实际募集资 金金额 ...

- The report does not contain any quantitative models or factors for analysis