Group 1: Shareholding Changes - Shareholders Suzhou Suyu Enterprise Management Center and Suzhou Saiying Enterprise Management Center reduced their holdings by a total of 3,695,911 shares, accounting for 0.85% of the total share capital [1] - Following the reduction, Suzhou Suyu's shareholding decreased from 5.00% to 4.22%, and Suzhou Saiying's shareholding fell from 0.27% to 0.20% [1] - The combined shareholding of these entities and their concerted action partner, Suzhou High-tech Zone Panyang Technology Development Co., Ltd., decreased from 31.78% to 30.93% [1] Group 2: Financial Performance - In the first half of 2025, the company reported operating revenue of 1.352 billion yuan, a year-on-year decline of 18.13% [2] - The net profit attributable to shareholders was -72.096 million yuan, indicating an expanded loss [2] - The decline in performance was primarily due to cyclical fluctuations in the photovoltaic industry, with weak demand for solar backsheet leading to decreased shipment volumes [2] - The gross margin was pressured as the decline in upstream raw material prices was smaller than the decrease in sales prices for encapsulation film products [2] - The company also recognized asset impairment losses of 13.12 million yuan and credit impairment losses of 9.87 million yuan, further impacting profit performance [2]

格隆汇9月26日丨赛伍技术(603212.SH)公布，2025年9月26日，公司收到苏州苏宇、苏州赛盈出具的 《股份减持进展告知函》，苏州苏宇通过集中竞价方式减持公司股份280.09万股，占公司总股本的 0.64%，通过大宗交易方式减持公司股份60万股，占公司总股本的0.14%，苏州苏宇持有公司股份比例 从5.00%减少至4.22%；苏州赛盈通过集中竞价方式减持公司股份29.5万股，占公司总股本的0.07%，苏 州赛盈持有公司股份比例从0.27%减少至0.20%。苏州苏宇、苏州赛盈及其一致行动人苏州高新区泛洋 科技发展有限公司合计持有公司股份比例从31.78%减少至30.93%，权益变动触及1%刻度。 ...

本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 证券代码：603212 证券简称：赛伍技术 公告编号：2025-038 苏州赛伍应用技术股份有限公司 关于股东权益变动触及 1%刻度的提示性公告 控股股东及其一致行动人保证向本公司提供的信息真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 | | √ | 控股股东/实控人 | | | --- | --- | --- | --- | | 苏州高新区泛洋科技 | □ | 控股股东/实控人的一致 | √ 91320505670956159L | | 发展有限公司 | 行动人 | | 不适用 □ | | | □ | 其他直接持股股东 | | 重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少√ | | --- | --- | --- | | 权益变动前合计比例 | 31.78% | | | 权益变动后合计比例 | 30.93% | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ 否√ | | | 是否触发强制要约收购义务 | 是□ 否√ | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | √控 ...

格隆汇9月26日｜2025年8月23日，赛伍技术披露股东减持计划，一致行动人苏州苏宇与苏州赛盈拟合计 减持不超5,762,400股（不超总股本1.32%）。9月26日公司公告，截至当日，苏州苏宇通过集中竞价和 大宗交易减持，持股比例从5.00%降至4.22%；苏州赛盈通过集中竞价减持，持股比例从0.27%降至 0.20%。二者及一致行动人苏州高新区泛洋科技发展有限公司合计持股比例从31.78%降至30.93%，权益 变动触及1%刻度。本次减持不触及要约收购，未影响控股权，减持计划尚未实施完毕。 ...

Core Insights - The establishment of the Saiwu Innovation Engineering College and Saiwu AI+ Laboratory in Wujiang Development Zone aims to enhance the company's core strategy of "Innovation Creates the Future" [1] - The college will offer a comprehensive curriculum covering four major modules: innovative methods, engineer qualities, modern marketing, and AI tools, targeting internal employees, ecosystem partners, graduate students, and social learners [1] - The Saiwu AI Laboratory, in collaboration with Suzhou University, will focus on the "AI + New Materials" innovation approach, transitioning material research from experience-driven to data-driven methodologies [1] Company Overview - Suzhou Saiwu Applied Technology Co., Ltd. is a comprehensive solution provider for polymer materials, primarily engaged in the R&D, production, and sales of functional polymer materials in film form [1] - The company has achieved a cumulative shipment of over 100 GW in backplane output, maintaining a global leading position in shipments for six consecutive years [1] Educational and Technological Initiatives - The Saiwu Innovation Engineering College integrates 17 years of practical experience from Saiwu Technology and global advanced engineer training methods to systematically cultivate innovative engineering and management talents [1] - The Saiwu AI Laboratory aims to address the inherent shortcomings of slow industrialization in the new materials sector by leveraging high-throughput computing combined with AI models for accelerated material development [1]

Group 1 - The core viewpoint of the news is that Saiwu Technology has signed a cooperation agreement with a leading domestic photovoltaic company to advance the research and application of perovskite photovoltaic raw materials, aiming to accelerate the large-scale production of perovskite technology [1][3] - Saiwu Technology specializes in the research, production, and sales of polymer functional materials, focusing on adhesive-based films, and is a leading company in the domestic polymer functional materials sector [1] - The strategic cooperation will leverage Saiwu Technology's technical accumulation in the photovoltaic materials industry, providing a one-stop solution for perovskite components, including Raybo light conversion adhesive films and low-temperature lamination adhesive films [1] Group 2 - Perovskite technology is recognized for its high theoretical efficiency in photoelectric conversion and wide application scenarios, making it a promising next-generation photovoltaic technology route [3] - The collaboration aims to integrate the material research capabilities of both parties and enhance the industrial transformation capabilities of partners, thereby strengthening the perovskite industry chain ecosystem [3] - The partnership will focus on validating and applying light conversion films in perovskite stacked components, with mutual priority procurement and supply agreements established between the two companies [1][3]

9月24日，赛伍技术大宗交易成交30万股，成交额306.6万元，占当日总成交额的2.17%，成交价10.22 元，较市场收盘价11.64元折价12.2%。 | 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 美出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 025-09-24 | 赛伍技术 | 603212 10.22 | 306.6 | 30 | 有限公司出版器器 | 委部長落實曾甚麼 | ко | ...

Company Overview - Saiwu Technology, established on November 4, 2008, is located in Suzhou, Jiangsu Province, and was listed on April 30, 2020. The company specializes in the research, production, and sales of polymer functional materials with adhesive films as the core [2]. Financial Performance - For the first half of 2025, Saiwu Technology reported operating revenue of 1.352 billion yuan, a year-on-year decrease of 18.13%. The net profit attributable to shareholders was -72.096 million yuan, representing a year-on-year decrease of 365.52% [2]. - Since its A-share listing, the company has distributed a total of 177 million yuan in dividends, with 86.505 million yuan distributed over the past three years [3]. Stock Performance - As of September 24, the stock price of Saiwu Technology increased by 2.04% to 11.52 yuan per share, with a total market capitalization of 5.04 billion yuan. The trading volume reached 93.8729 million yuan, with a turnover rate of 1.88% [1]. - Year-to-date, the stock price has risen by 13.16%, but it has experienced a decline of 4.32% over the last five trading days and an 18.64% drop over the past 60 days [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 25.39% to 53,100, while the average circulating shares per person decreased by 20.25% to 8,245 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.4965 million shares, an increase of 623,400 shares compared to the previous period [3]. Business Segments - The main revenue sources for Saiwu Technology include photovoltaic materials (71.63%), semiconductor, electrical, and transportation materials (21.34%), communication and consumer electronics materials (3.02%), and other sales (2.74%) [2].

第1笔成交价格为10.38元，成交30.00万股，成交金额311.40万元，溢价率为-10.75%，买方营业部为国 泰海通证券股份有限公司总部，卖方营业部为华泰证券股份有限公司苏州吴江区高新路证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月22日，赛伍技术收涨0.87%，收盘价为11.63元，发生1笔大宗交易，合计成交量30万股，成交金额 311.4万元。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为311.4万元。该股近5个交易日累计 下跌5.45%，主力资金合计净流出6998.79万元。 责任编辑：小浪快报 ...

Group 1 - On September 22, Saiwu Technology executed a block trade of 300,000 shares, with a transaction amount of 3.114 million yuan, accounting for 2.83% of the total trading volume for that day [1] - The transaction price was 10.38 yuan, which represents a discount of 10.75% compared to the market closing price of 11.63 yuan [1][2] - The buyer of the shares was Guotai Hongwan Operations Co., Ltd., while the seller's details were not specified [2]