苏州赛伍应用技术股份有限公司2025 年半年度报告 苏州赛伍应用技术股份有限公司 2025 年半年度报告 二〇二五年八月 1 / 198 苏州赛伍应用技术股份有限公司2025 年半年度报告 重要提示 公司代码：603212 公司简称：赛伍技术 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、 公司负责人吴小平、主管会计工作负责人严文芹及会计机构负责人（会计主管人员）严文 芹 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 本报告中所涉及的未来计划、发展规划等前瞻性陈述，不构成公司对投资者的实质性承诺， 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 ...

证券代码：603212 证券简称：赛伍技术 公告编号：2025-035 苏州赛伍应用技术股份有限公司 2025 年第二季度主要经营数据公告 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个别及连带责任。 苏州赛伍应用技术股份有限公司（以下简称"公司"）根据上海证券交易所《上海 证券交易所上市公司自律监管指引第 3 号——行业信息披露》有关规定和披露要求，现 将 2025 年第二季度主要经营数据披露如下： 二、 主要产品和原材料的价格变动情况 （一）主要产品价格变动情况（不含税） | 主要产品名称 | 2025年第二季度 平均销售单价 | 2024年第二季度 平均销售单价 | 变动比例 | | --- | --- | --- | --- | | | （元/平米） | （元/平米） | （%） | | 太阳能封装胶膜 | 5.28 | 7.40 | -28.66 | | 太阳能背板 | 7.65 | 7.31 | 4.71 | （二）主要原材料价格变动情况（不含税） | 主要原材料名称 | 2025年第二季度 | 2024年第二季度 | 变 ...

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first half of 2025 compared to the previous year [1] Financial Performance - The operating revenue for the first half of 2025 was 1.352 billion yuan, representing a year-on-year decrease of 18.13% [1] - The net profit attributable to shareholders was -72.0961 million yuan, compared to -15.4873 million yuan in the same period last year [1] - The basic earnings per share were -0.16 yuan per share [1]

Core Points - The company Saiwu Technology (603212.SH) announced a share reduction plan by its shareholders due to personal funding needs, allowing for a maximum reduction of 5,762,400 shares, which is 1.32% of the total share capital [1][2] - The shareholders involved are Suzhou Suyu Enterprise Management Center and Suzhou Saiying Enterprise Management Center, both of which are acting in concert with the company's actual controllers [2] - The share reduction will not affect the company's governance structure or operational continuity, and control of the company will remain unchanged [2] Financial Overview - Saiwu Technology raised a total of 418.50 million yuan from its initial public offering (IPO), with a net amount of 366.55 million yuan after expenses [3] - The company incurred issuance costs of 51.95 million yuan during its IPO, with underwriting fees amounting to 37.73 million yuan [4] - In 2024, the company reported a revenue of 3.004 billion yuan, a year-on-year decrease of 27.89%, and a net loss attributable to shareholders of 285 million yuan [5] - The company anticipates further losses in the first half of 2025, with projected net losses ranging from 70 million to 82 million yuan [5]

盾安环境股东紫金投资拟减持不超3%股份;新强联控股股东、实控人肖争强、肖高强拟减持合计不超3%股份;佳缘科技高管朱伟华、朱伟 民拟减持合计不超3.41%股份;顺威股份股东西部利得增盈1号拟减持不超3%股份;生意宝股东涉其网络拟减持不超1%股份;华钰矿业股东 青海稀贵金属拟减持不超1%股份;江苏国泰拟终止投资建设年产40万吨锂离子电池电解液项目;隆基绿能上半年净亏损25.69亿元 来源：格隆汇 | | | 8月25日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 盾安环境 | 紫金投资拟减持不超3%股份 | | | 新强联 | 控股股东、实控人肖争强、肖高强拟减持合计不超3%股份 | | | 佳缘科技 | 高管朱伟华、朱伟民拟减持合计不超3.41%股份 | | | 德才股份 | 红塔创新拟减持不超140万股 | | | 顺威股份 | 西部利得增盈1号拟减持不超3%股份 | | | 生意宝 | 控股股东拟减持不超1%股份 | | | 生意宝 | 涉其网络拟减持不超1%股份 | | | 华钰矿业 | 青海稀贵金属拟减持不超1%股份 | | | 赛伍 ...

Summary of Key Points Core Viewpoint - The announcement details a planned share reduction by major shareholders of Suzhou Saiwu Application Technology Co., Ltd. due to personal funding needs, which may impact the company's stock performance in the short term [1][3]. Shareholder Holding Information - Shareholder Suzhou Suyu Enterprise Management Center holds 21,869,622 shares, accounting for 5.00% of the total share capital [1][2]. - Shareholder Suzhou Saiying Enterprise Management Center holds 1,180,378 shares, accounting for 0.27% of the total share capital [1][2]. - Both shareholders are considered acting in concert and acquired their shares prior to the company's initial public offering (IPO) [1][2]. Reduction Plan Details - The total planned reduction is up to 5,762,400 shares, representing no more than 1.32% of the total share capital [1][3]. - The reduction will occur over a period of three months, starting 15 trading days after the announcement [1][3]. - The reduction methods include a maximum of 4,374,900 shares through centralized bidding and up to 5,762,400 shares through block trading [1][3]. Compliance and Commitments - The shareholders have previously committed to not reducing their holdings significantly within two years post-lockup, except for specific financial needs [4][5]. - The planned reduction aligns with prior commitments made in the IPO prospectus, ensuring compliance with relevant regulations [5][6].

Core Viewpoint - The company Saiwu Technology (603212.SH) announced a plan for share reduction by its concerted actors Suzhou Suyu and Suzhou Saiying due to their own funding needs [1] Summary by Categories Share Reduction Plan - The concerted actors plan to reduce their holdings by a total of up to 5.7624 million shares, which represents no more than 1.32% of the company's total share capital [1] - The reduction will occur within three months starting from 15 trading days after the announcement [1] - The share reduction will be executed through two methods: up to 4.3749 million shares (1% of total share capital) via centralized bidding and up to 5.7624 million shares (1.32% of total share capital) via block trading [1]

证券代码：603212 证券简称：赛伍技术 公告编号：2025-032 苏州赛伍应用技术股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 股东持股的基本情况：截至本公告日，公司股东苏州苏宇企业管理中心 （有限合伙）（以下简称"苏州苏宇"）持有公司无限售条件流通股 21,869,622 股， 占公司当前总股本的 5.00%；公司股东苏州赛盈企业管理中心（有限合伙）（以 下简称"苏州赛盈"）持有公司无限售条件流通股 1,180,378 股，占公司当前总股 本的 0.27%。苏州苏宇与苏州赛盈为公司控股股东、实控人一致行动人。前述股 东持有的公司股份均系公司首次公开发行股票前取得，该部分股份已于 2023 年 5 月 4 日解除限售并上市流通。 减持计划的主要内容：一致行动人苏州苏宇与苏州赛盈因自身资金需求， 计划自本公告披露之日起 15 个交易日后的 3 个月内通过集中竞价、大宗交易方 式合计减持公司股份数量不超过 5,762,400 股（不超过公司总股本的 1.32%） ...

Core Viewpoint - The announcement details the planned share reduction by two shareholders of Saiwu Technology, indicating a strategic move to decrease their holdings in the company [1] Shareholder Holdings - Suzhou Suyu holds 21.8696 million shares, representing 5.00% of the total shares [1] - Suzhou Saiying holds 1.1804 million shares, representing 0.27% of the total shares [1] Planned Share Reduction - The two shareholders plan to reduce their holdings between September 15, 2025, and December 12, 2025, with a total reduction not exceeding 5.7624 million shares, which is 1.32% of the company's total share capital [1] - The reduction will occur through two methods: a maximum of 4.3749 million shares via centralized bidding and up to 5.7624 million shares through block trading [1]

Core Insights - The report highlights the significant growth in net profits for several companies, with Jinli Permanent Magnet (金力永磁) reporting a 154.81% year-on-year increase in net profit for the first half of 2025, proposing a dividend of 0.18 yuan per share [9] - Fuyao Glass (福耀玻璃) also showed strong performance, with a net profit of 4.804 billion yuan for the first half of 2025, reflecting a 37.34% year-on-year growth and proposing a dividend of 0.9 yuan per share [9] - The report notes the rising prices in the photovoltaic film sector due to increased costs and improved supply-demand dynamics, indicating potential investment opportunities in related stocks such as Saiwu Technology (赛伍技术) and Jusaylong (聚赛龙) [7] Industry Dynamics - The report mentions that the China Securities Regulatory Commission is gradually expanding the range of futures and options products available for qualified foreign investors [5] - The Henan Provincial Financial Office states that the Zhengzhou Commodity Exchange is becoming a significant global center for futures trading, pricing, and risk management [5] - The report indicates a technological breakthrough in the mass production of monocrystalline chips, with related companies like Hite High-tech (海特高新) and Kaide Quartz (凯德石英) being highlighted [7] - The satellite internet sector in China is accelerating its network deployment, with companies such as Tongyu Communication (通宇通讯) and Tianyin Machinery (天银机电) being mentioned as key players [7] Market Overview - On August 20, the market experienced a rebound, with the Shanghai Composite Index, Shenzhen Component Index, and Sci-Tech Innovation 50 Index all reaching new highs for the year [11] - The total trading volume in the Shanghai and Shenzhen markets was 2.41 trillion yuan, a decrease of 180.1 billion yuan from the previous trading day, marking the sixth consecutive day of trading volume exceeding 2 trillion yuan [11] - The report notes a mixed performance among sectors, with chip stocks experiencing a surge, while high-priced stocks faced significant declines [11] - The outlook suggests a strong market momentum, with a focus on maintaining a watchful eye on the 5-day moving average for potential market movements [11]