证券代码：603212 证券简称：赛伍技术 公告编号：2025-052 苏州赛伍应用技术股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示 性公告 东运创投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。 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。 一、 信息披露义务人及其一致行动人的基本信息 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 7.23% 权益变动后合计比例 6.98% 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√ 2025 年 11 月 1 日，苏州赛伍应用技术股份有限公司（以下简称"公司"）披 露了《股东减持股份计划公告》，公司持股 5%以上股东吴江东运创业投资有限公 司（以下简称"东运创投"）自公告披露之日起的 15 个交易日后的 3 个月内通过 集中竞价方式减持公司股份不超过 437.49 万股，减持比例不超过公司股份总数 的 1%。 2025 年 12 月 8 日，公司收到东运创投出具的《股份减持进展告知函》，截 止本公告披露日，东运创投通过集中 ...

Core Viewpoint - The company announced a shareholder reduction plan, with a major shareholder planning to reduce their stake within a specified timeframe [1] Group 1: Shareholder Reduction Plan - The major shareholder, Dongyun Chuangtou, intends to reduce their holdings by up to 4.3749 million shares, which represents no more than 1% of the company's total shares [1] - As of the announcement date, Dongyun Chuangtou has already reduced their holdings by 1.081306 million shares, accounting for 0.25% of the total share capital, decreasing their ownership from 7.23% to 6.98% [1] - The reduction plan is compliant with commitments and does not trigger a mandatory takeover bid, with the plan still in progress [1]

Core Viewpoint - The stock prices of several companies in the renewable energy sector have surged, with Maiwei Co., Ltd. hitting a 20% limit up, and GCL-Poly Energy quickly sealing its board, indicating strong market performance in this industry [1] Group 1 - Maiwei Co., Ltd. achieved a 20% limit up in stock price [1] - GCL-Poly Energy rapidly sealed its board, reflecting positive investor sentiment [1] - Other companies such as Jiejia Weichuang, Saiwu Technology, Dongfang Risheng, and Airo Energy also experienced significant price increases [1]

Group 1 - The photovoltaic sector is experiencing a strong rebound, with companies like Maiwei Co., Ltd. hitting a 20% limit up, indicating significant investor interest and market momentum [2] - Companies such as GCL-Poly Energy, Jiejia Weichuang, Saiwu Technology, Dongfang Risheng, and Airo Energy are also seeing notable gains, reflecting a broader positive trend in the industry [2]

Core Viewpoint - Saiwu Technology (603212) experienced a significant increase in stock price, reaching the daily limit, with a turnover rate of 8.29% and a transaction volume of 466 million yuan, indicating strong market interest and trading activity [2] Group 1: Stock Performance - The stock was listed on the Shanghai Stock Exchange's daily limit list due to a price deviation of 9.74% [2] - The stock has been on the daily limit list five times in the past six months, with an average price increase of 0.97% the day after being listed and an average increase of 0.77% over the following five days [2] Group 2: Capital Flow - The net inflow of main funds for the stock today was 135 million yuan, with large orders contributing 130 million yuan and smaller orders contributing 505,250 yuan [2] - Over the past five days, the net inflow of main funds totaled 79.21 million yuan [2] Group 3: Margin Trading Data - As of November 26, the margin trading balance for the stock was 233 million yuan, with a financing balance of 233 million yuan and a securities lending balance of 27,160 yuan [3] - The financing balance increased by 20.72 million yuan over the past five days, representing a growth of 9.76%, while the securities lending balance increased by 17,080 yuan, a rise of 169.45% [3] Group 4: Financial Performance - For the first three quarters, the company reported a total revenue of 2.039 billion yuan, a year-on-year decrease of 11.61%, and a net profit of -117 million yuan [3]

Group 1 - The core transaction involved 1.911 million shares of Saiwu Technology, with a total transaction value of 21.9192 million yuan, accounting for 4.5% of the total trading volume on that day [1] - The transaction price was 11.47 yuan, which represents a discount of 13.63% compared to the market closing price of 13.28 yuan [1] Group 2 - The transaction occurred on November 27, 2025, under the stock code 603212 for Saiwu Technology [2] - Multiple institutional buyers participated in the transaction, with varying amounts, the largest being 500.09 thousand yuan [2]

Market Overview - The photovoltaic equipment sector experienced a slight decline of 0.02% on November 27, with *ST Muban leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Notable gainers in the photovoltaic equipment sector included: - Mingguan New Materials (688560) with a closing price of 16.90, up 20.03% and a trading volume of 211,500 shares, totaling 337 million yuan [1] - Saiwu Technology (603212) closed at 13.28, up 10.02% with a trading volume of 362,800 shares, totaling 466 million yuan [1] - Maiwei Co., Ltd. (300751) closed at 113.17, up 6.76% with a trading volume of 156,400 shares, totaling 1.773 billion yuan [1] Capital Flow - The photovoltaic equipment sector saw a net outflow of 470 million yuan from institutional investors, while retail investors contributed a net inflow of 398 million yuan [2] - The sector's capital flow indicated that: - Saiwu Technology had a net inflow of 119.7 million yuan from institutional investors, but a net outflow of 65.5 million yuan from speculative funds [3] - Mingguan New Materials experienced a net inflow of 91.96 million yuan from institutional investors, with outflows from both speculative and retail investors [3]

Core Viewpoint - The POE film concept sector experienced a 1.99% increase, ranking fourth among concept sectors, with 21 stocks rising, including Mingguan New Materials and Saiwu Technology hitting the daily limit up [1] Group 1: Market Performance - The top gainers in the POE film concept include Mingguan New Materials with a 20% limit up, Saiwu Technology also hitting the limit up, and Haiyou New Materials, Dingjide, and Wanhua Chemical with increases of 4.24%, 3.78%, and 3.45% respectively [1] - The concept sectors with the highest and lowest daily changes include Organic Silicon at 3.29% increase and Hainan Free Trade Zone at a 2.65% decrease [1] Group 2: Capital Flow - The POE film concept sector saw a net inflow of 272 million yuan, with 14 stocks receiving net inflows, led by Wanhua Chemical with a net inflow of 153 million yuan [1] - The stocks with the highest net inflow ratios include Saiwu Technology at 28.94%, Mingguan New Materials at 26.80%, and Donghua Technology at 7.64% [2] Group 3: Stock Performance Details - Detailed stock performance shows Wanhua Chemical with a 3.45% increase and a turnover rate of 1.21%, while Saiwu Technology had a significant increase of 10.02% with a turnover rate of 8.29% [2][3] - Other notable performers include Haiyou New Materials with a 4.24% increase and a turnover rate of 3.10% [3]

Core Viewpoint - The MiniLED concept sector has shown a positive performance with a 1.41% increase, ranking 8th among various concept sectors, indicating a growing interest and investment in this technology [1][2]. Group 1: Market Performance - As of November 27, the MiniLED concept saw 60 stocks rise, with notable performers including Lian De Equipment and Hua Zi Technology, both reaching a 20% limit up [1]. - The leading stocks in the MiniLED sector included Wo Ge Optoelectronics, Sai Wu Technology, and Fu Ri Electronics, which also hit the limit up [1]. - The top gainers in the sector were Kai Ge Precision Machinery, Mai Wei Shares, and Tong Xing Da, with increases of 7.73%, 6.76%, and 5.23% respectively [1]. Group 2: Capital Flow - The MiniLED concept sector attracted a net inflow of 872 million yuan from main funds, with 48 stocks receiving net inflows [2]. - Fu Ri Electronics led the net inflow with 498 million yuan, followed by Lian De Equipment, Hua Zi Technology, and Sai Wu Technology with net inflows of 228 million yuan, 148 million yuan, and 135 million yuan respectively [2][3]. - The net inflow ratios for Fu Ri Electronics, Lian De Equipment, and Sai Wu Technology were 57.07%, 29.92%, and 28.94% respectively, indicating strong investor confidence in these stocks [3].

Market Overview - On November 27, the A-share market experienced a pullback after an initial rise, with the Sci-Tech 50 and ChiNext indices both retreating over 2% from their gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index fell by 0.25% [2][3]. Sector Performance - The organic silicon, solid-state battery, consumer electronics, paper, and photovoltaic equipment sectors showed strong performance, while sectors such as Hainan Free Trade Zone, film and television, cultivated diamonds, China Shipbuilding Industry, and internet e-commerce saw declines [2][3]. - Notably, organic silicon stocks surged, with companies like Hongbo New Materials and Chenguang New Materials hitting the daily limit, and Huasheng Lithium Battery, Jinyin Galaxy, and Yuanxiang New Materials rising over 10% [2][3]. Key Stocks - Solid-state battery stocks saw a wave of limit-ups, with companies like Mingguan New Materials, Liande Equipment, Haike New Source, and Huazi Technology all reaching the daily limit [5]. - Specific stock performances included: - Huaguan Lithium Battery: +15.54% at 115.86 - Jinyin Galaxy: +12.96% at 51.08 - Yuanxiang New Materials: +11.03% at 47.21 - Hongbo New Materials: +10.05% at 7.23 - Chenguang New Materials: +9.97% at 15.99 [4][5]. Capital Flow - Main capital flows indicated a net inflow into sectors such as consumer electronics, paper printing, and batteries, while there was a net outflow from cultural media, communications, and computing sectors [7][8]. - Notable net inflows were seen in stocks like ZTE Corporation, Chip Original, and Furi Electronics, with inflows of 0.787 billion, 0.488 billion, and 0.463 billion respectively [7]. - Conversely, stocks like Zhongji Xuchuang, Hudian Co., and Ningde Times faced significant sell-offs, with outflows of 1.446 billion, 0.967 billion, and 0.789 billion respectively [8]. Institutional Insights - Debon Securities noted that market volume will determine the height of the market trend, suggesting a continued rotation between technology and consumer sectors [9]. - Hengsheng Qianhai Fund highlighted that the A-share market remains in a state of strong bullish and bearish sentiment, with expectations of continued volatility [10]. - Dongwu Securities emphasized the robust demand for computing power within the industry chain, indicating that the market for computing infrastructure is still in a phase of rapid expansion [10].