证券代码：603212 证券简称：赛伍技术 公告编号：2025-030 苏州赛伍应用技术股份有限公司 为控股子公司提供担保的进展公告 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。 重要内容提示： 被担保人名称：浙江赛伍应用技术有限公司（以下简称"浙江赛伍"），为苏 州赛伍应用技术股份有限公司（以下简称"公司"）全资子公司。 担保金额：近期公司为全资子公司浙江赛伍提供融资担保 1 亿元，担保金额均 在股东大会对外担保审批额度内。 公司不存在逾期担保的情况，不存在反担保。 特别风险提示：截至本公告披露日，公司对外担保余额为 5.90 亿元人民币，占 公司最近一期经审计净资产的 22.07%；被担保人浙江赛伍 2024 年期末资产负债率超过 70%，请投资者注意担保风险。 一、担保情况概述 为满足公司下属子公司日常经营及业务发展需要，确保下属子公司的生产经营活动顺 利开展，公司第三届董事会第十四次会议及 2024 年年度股东大会先后审议通过了《关于 公司 2025 年度为控股子公司提供担保的议案》，同意公司为下属子公司申请银 ...

Market Performance - The POE film concept declined by 2.39%, ranking among the top declines in the concept sector as of the market close on July 15 [1] - Within the POE film sector, stocks such as Tuojri New Energy and Yamaton hit the daily limit down, while companies like Saiwu Technology, Changyang Technology, and Tianyang New Materials experienced significant declines [1] Capital Flow - The POE film concept saw a net outflow of 309 million yuan from main funds today, with 20 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 10 million yuan [2] - The stock with the highest net outflow was Yamaton, with a net outflow of 65.6 million yuan, followed by Satellite Chemical and Changyang Technology with net outflows of 62.7 million yuan and 58.8 million yuan, respectively [2] - Conversely, stocks with the highest net inflow included Yueyang Xingchang, Chengzhi Co., and Tuojri New Energy, with net inflows of 10.5 million yuan, 8.9 million yuan, and 7.5 million yuan, respectively [2] Individual Stock Performance - Yamaton saw a decline of 9.99% with a turnover rate of 17.93% and a main fund outflow of 65.6 million yuan [3] - Satellite Chemical decreased by 1.55% with a main fund outflow of 62.7 million yuan [3] - Changyang Technology fell by 4.64% with a main fund outflow of 58.8 million yuan [3] - Other notable declines included Saiwu Technology at -7.04% and Tianyang New Materials at -3.26% [3]

Group 1 - The company expects a net profit attributable to shareholders of the parent company for the first half of 2025 to be between -82 million yuan and -70 million yuan, indicating a loss [1] - The expected net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is projected to be between -85 million yuan and -75 million yuan [1] - The preliminary financial data is subject to change and will be finalized in the official half-year report [3] Group 2 - In the same period last year, the net profit attributable to shareholders of the parent company was -15.49 million yuan, and the net profit after deducting non-recurring gains and losses was -17.39 million yuan [2] - The company faced a decline in revenue due to oversupply in the photovoltaic industry and intensified competition, leading to a drop in prices for photovoltaic film products and a decrease in sales of photovoltaic backsheet products [2] - Despite challenges in the photovoltaic business, the company's emerging business segments, including lithium battery and new energy vehicle materials, showed improvement in revenue and gross margin [2]

[Suzhou Saewoo Applied Technology Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=%E8%8B%8F%E5%B7%9E%E8%B5%9B%E4%BC%8D%E5%BA%94%E7%94%A8%E6%8A%80%E6%9C%AF%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B82025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) [Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company forecasts a net loss for H1 2025, with attributable net profit between -82 million and -70 million yuan 2025 Semi-Annual Performance Forecast | Metric | Estimated Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -82 million yuan to -70 million yuan | | Net Profit Attributable to Parent Company Shareholders After Non-Recurring Items | -85 million yuan to -75 million yuan | [Prior Period Operating Performance](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) The company's H1 2024 performance showed a significant loss, with attributable net profit at -15.4873 million yuan 2024 Semi-Annual Performance Review | Metric | Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -15.4873 million yuan | | Net Profit Attributable to Parent Company Shareholders After Non-Recurring Items | -17.3853 million yuan | | Earnings Per Share | -0.04 yuan | [Analysis of Forecasted Loss](index=1&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) Forecasted loss is primarily due to PV business pressures, partially offset by strong performance in emerging segments - Core Negative Factors: Due to overcapacity and intensified competition in the photovoltaic industry, the company's **PV encapsulant film product prices declined**, and **PV backsheet product sales decreased**, leading to **reduced operating revenue and pressure on profitability**[6](index=6&type=chunk) - Positive Factors: Emerging business segments (lithium battery, new energy vehicle materials, semiconductor materials) performed well, **achieving growth in operating revenue and gross margin**, with **significant improvement in profitability**[6](index=6&type=chunk) - Future Strategy: The company will continue to **optimize its business structure**, **strengthen financial management**, and **transform into a platform-based diversified enterprise** to mitigate cyclical risks[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company warns that this performance forecast is a preliminary, unaudited financial estimate, subject to change - The performance forecast data is **unaudited by certified public accountants**, represents **preliminary calculations**, and is **subject to uncertainty**[7](index=7&type=chunk) [Other Explanations](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company reiterates that forecast data is preliminary, advising reliance on the official 2025 semi-annual report - Reiteration that the **forecast data is preliminary**, and the **final accurate data will be based on the company's officially disclosed 2025 semi-annual report**[8](index=8&type=chunk)

Core Viewpoint - The company Saiwu Technology (603212) is expected to report a significant net loss for the first half of 2025, primarily due to adverse market conditions in the photovoltaic industry [1] Financial Performance - The projected net profit attributable to the parent company for the first half of 2025 is estimated to be between -82 million yuan and -70 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is forecasted to be between -85 million yuan and -75 million yuan [1] Industry Context - The company's poor performance is attributed to overcapacity in the photovoltaic industry and intensified competition leading to product price declines [1] - There has been a decrease in sales volume of photovoltaic backsheet products and a drop in the price of photovoltaic film products compared to the same period last year, resulting in reduced revenue and profit margins [1]

Core Viewpoint - The Tesla concept sector experienced a slight decline of 0.15% with a significant capital outflow of approximately 2.92 billion [1] Group 1: Stock Performance - A total of 84 stocks within the sector saw an increase, while 113 stocks experienced a decline [1] - The top-performing stocks included: - Gongzhi Tui (11.54%) - Kelu Electronics (10.02%) - Haosen Intelligent (7.49%) - Zhongke Sanhuan (5.22%) - Hezhuan Intelligent (5.02%) - Jinli Yongci (4.48%) - China Automotive Research (4.1%) - Jinjing Technology (3.23%) - Southern Precision (3.09%) - Nanbo A (2.49%) - *ST Weier (2.38%) - Nord Shares (2.03%) - Spring and Autumn Electronics (2.02%) - Baolong Technology (1.92%) - Hengdian East Magnet (1.74%) - Galaxy Magnet (1.71%) - Paislin (1.63%) - Shida Shenghua (1.61%) - Bowei Alloy (1.4%) - Delian Group (1.38%) [1] Group 2: Declining Stocks - The stocks with the largest declines included: - Rongtai Co. (-7.53%) - Yamaton (-5.0%) - Shenghong Technology (-4.96%) - Quanfeng Automotive (-4.64%) - Shuanglin Co. (-3.99%) - Xingyuan Zhuomei (-3.36%) - Jintuo Co. (-3.08%) - Keda Li (-3.01%) - Hailian Jinhui (-2.98%) - Huafeng Superfiber (-2.86%) - Chaojie Co. (-2.74%) - Jifeng Co. (-2.66%) - Ningbo Huaxiang (-2.64%) - Changsheng Bearing (-2.54%) - Saiwu Technology (-2.34%) - Fabon Information (-2.25%) - Chaoda Equipment (-2.07%) - Lingyun Co. (-2.06%) - Sikan Technology (-1.94%) - Changhua Group (-1.86%) [1]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

证券代码：603212 证券简称：赛伍技术 公告编号：2025-028 苏州赛伍应用技术股份有限公司 关于公司股票交易异常波动的公告 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。 重要内容提示： 苏州赛伍应用技术股份有限公司（以下简称"公司"）股票于 2025 年 6 月 30 日、7 月 1 日、7 月 2 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 一、股票交易异常波动情况介绍 公司股票于 2025 年 6 月 30 日、7 月 1 日、7 月 2 日连续三个交易日收盘价格涨幅 偏离值累计超过 20%，根据《上海证券交易所交易规则》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形，公司对有关事项进行了核查，现将情况说明如下： （一）生产经营情况 经公司自查，目前生产经营情况正常，内、外部经营环境未发生重大变化，不存在 影响公司股票交易价格异常波动的应披露而未披露的重大信息。 （二）重大事项 ...

Market Overview - The market experienced a volume contraction with the ChiNext index dropping over 1% while the marine economy sector surged, with nearly 20 stocks hitting the daily limit up [1] - The photovoltaic sector rebounded collectively, with multiple stocks including Tongwei Co., Ltd. and Oujing Technology reaching the limit up [1] - The steel sector saw an afternoon rally, with stocks like Liugang Co., Ltd. and Chongqing Steel hitting the limit up [1] - In contrast, the military industry stocks collectively adjusted, with some like Beifang Changlong dropping over 10% [1] - Overall, more than 3,200 stocks in the Shanghai and Shenzhen markets were in the red, with a total transaction volume of 1.41 trillion yuan [1] Key Highlights Marine Economy - The marine economy sector saw significant gains, with stocks like Jixin Technology and Dongfang Ocean hitting the limit up [4] - A meeting chaired by Xi Jinping emphasized the need for high-quality development in the marine economy, advocating for increased policy support and encouraging social capital participation [4] - The meeting highlighted the importance of enhancing marine technology innovation and developing leading enterprises in marine technology [4] - The deep sea is recognized as a resource-rich area, with potential for clean energy and biopharmaceutical development, as well as significant carbon sink capabilities [5][6] Photovoltaic Sector - The photovoltaic sector also experienced a notable rise, with stocks like Changcheng Electric and Oujing Technology reaching the limit up [7] - A recent meeting stressed the need for a unified national market and the orderly exit of outdated production capacity in the photovoltaic industry [7] - Reports indicated that leading photovoltaic glass companies plan to increase their production cuts to 30%, reducing the supply to approximately 45 GW in July [7][9] Steel Sector - The steel sector showed positive movement, with stocks like Liugang Co., Ltd. and Chongqing Steel hitting the limit up [10] - Reports suggest that environmental restrictions in Tangshan will lead to production cuts, potentially reducing the capacity utilization rate from 83% to 70% [10] - Despite current challenges, the steel industry is expected to maintain stability due to supportive policies and steady demand from real estate and infrastructure investments [11] Other Sectors - Other sectors such as consumer goods and pharmaceuticals showed localized performance, while military and financial sectors faced declines [12]