证券代码：603212 证券简称：赛伍技术 公告编号：2025-002 2025 年 1 月 23 日，公司收到银煌投资出具的《关于减持苏州赛伍应用技术 股份有限公司计划提前终止暨减持结果的告知函》（以下简称《告知函》），决定 提前终止本次股份减持计划。截至本公告披露日，银煌投资共减持公司股份 10,562,200 股，约占公司总股本 2.41%，本次减持计划尚余 2,562,510 股未实施。 苏州赛伍应用技术股份有限公司 5%以上股东提前终止减持计划暨减持股份结果公告 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： 大股东持股的基本情况 本次减持计划实施前，苏州赛伍应用技术股份有限公司（以下简称"公司"） 5%以上股东银煌投资有限公司（以下简称"银煌投资"）持有公司无限售条件流 通股 37,194,270 股，占公司当前总股本的 8.50%。 减持计划的实施结果情况 公司于 2024 年 10 月 1 日在上海证券交易所网站（www.sse.com.cn）披露了 《关于 5%以上股东减持股份计划公 ...

证券代码：603212 证券简称：赛伍技术 公告编号：2025-003 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合计 40,000 万元，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，公司对外担保总额为 23 亿元人民币（包含 已批准的担保额度内尚未使用额度与担保实际发生余额之和），占公司最近一期经审计 净资产的 76.80%；被担保人浙江赛伍 2023 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六次会议及 2023 年年度股东大会先后审议通过了《关于公 司 ...

Financial Performance Expectations - The company expects a net profit attributable to shareholders of the parent company for 2024 to be between -250 million and -200 million yuan, indicating a loss compared to the previous year[2]. - The expected net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between -260 million and -210 million yuan[2]. - In the same period last year, the net profit attributable to shareholders was 103.61 million yuan, and the net profit after deducting non-recurring gains and losses was 87.96 million yuan[4]. - The earnings per share for the previous year was 0.24 yuan[6]. Reasons for Expected Loss - The primary reason for the expected loss is the impact of the photovoltaic materials business, including decreased demand and pricing pressures in the photovoltaic industry[7]. - The company has recognized inventory impairment provisions due to fluctuations in raw material prices and market price reductions[7]. - Increased credit risk from some customers has led the company to provision for bad debts on accounts receivable[7]. Strategic Plans - The company plans to enhance its product matrix and accelerate overseas expansion while pursuing business diversification and product differentiation[7]. Financial Reporting and Risks - The financial data in the earnings forecast has not been audited by a registered accountant and is based on preliminary calculations by the company's finance department[8]. - Investors are advised to pay attention to investment risks as the forecast data is preliminary and subject to change in the official annual report[9].

证券时报e公司讯，赛伍技术(603212)1月16日晚间公告，经财务部门初步测算，预计2024年度实现归属 于母公司所有者的净利润为-2.5亿元到-2亿元，与上年同期1.04亿元相比，将出现亏损。 报告期内公司受光伏行业供需关系变化、产业链降价压力的传递、市场竞争加剧等因素的影响，导致光 伏背板需求量及单价下降、光伏胶膜销量基本持平但产品单价下降，致使公司本期营业收入同比下滑， 产品盈利水平下降。 ...

财联社1月16日电，赛伍技术公告，预计2024年度实现归属于母公司所有者的净利润为-2.5亿元到-2亿 元，与上年同期相比，将出现亏损。 同时，公司根据企业会计准则的规定，基于谨慎性原则相应计提存货跌价准备和应收账款坏账准备，进 一步影响公司整体经营业绩。 预计2024年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-2.6亿元到-2.1亿元。 主要受光伏材料业务影响，包括光伏行业供需关系变化、产业链降价压力传递、市场竞争加剧等因素， 导致光伏背板需求量及单价下降，光伏胶膜销量基本持平但产品单价下降，致使公司本期营业收入同比 下滑，产品盈利水平下降。 ...

证券代码：603212 证券简称：赛伍技术 公告编号：2024-054 苏州赛伍应用技术股份有限公司 第三届董事会第十三次会议决议公告 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。 一、董事会会议召开情况 （一）苏州赛伍应用技术股份有限公司（以下简称"公司"）第三届董事会第十三 次会议的召开符合《中华人民共和国公司法》和《公司章程》的有关规定。 （二）本次会议通知和资料已于 2024 年 12 月 23 日以邮件的方式向全体董事发 出。 （三）本次会议于 2024 年 12 月 25 日以现场和通讯表决相结合的方式在公司二楼 会议室召开。 （四）本次会议应出席的董事 9 名，实际出席会议的董事 9 名，无缺席会议的董 事。 （五）本次会议由董事长吴小平主持，公司监事、高级管理人员列席了本次会 议。 二、董事会会议审议情况 （一）、审议通过了《关于制定<舆情管理制度>的议案》 为提高公司应对各类舆情的能力，建立快速反应和应急处置机制，及时、妥善处 理各类舆情对公司股价、公司商业信誉及正常生产经营活动造成的影响，切实保护投 ...

苏州赛伍应用技术股份有限公司 舆情管理制度 第一章 总则 第一条 为了提高苏州赛伍应用技术股份有限公司（ 以下简称"公司"）应对各类 舆情的能力，建立快速反应和应急处置机制，充分发挥网络互动优势，正确把握和引 导网络舆论导向，及时、妥善处理各类舆情对公司股价、公司商业信誉及正常生产经 营活动造成的影响，切实保护投资者合法权益，根据（ 上海证券交易所股票上市规则 》等相关法律、法规和规范性文件的规定和 苏州赛伍应用技术股份有限公司章程》 ，结合公司实际情况，制定本制度。 第二条 本制度所称舆情包括： 一）报刊、电视、网络等媒体对公司进行的负面报道； 二）社会上存在的已经或将给公司造成不良影响的传言或信息； 三）可能或者已经影响社会公众投资者投资取向，造成股价异常波动的信息； 四）其他涉及公司信息披露且可能对公司股票及其衍生品交易价格产生较大影 响的事件信息。 第二章 舆情管理的组织体系及其工作职责 第三条 公司应对各类舆情实行统一领导、统一组织、快速反应、协同应对的工 作机制。 1 二）评估各类舆情信息对公司可能造成的影响以及波及范围，拟定处理方案； 三）协调和组织各类舆情处理过程中的对外宣传报道工作； 四）负 ...

赛伍技术（603212） 光伏材料短期承压，非光伏业务拓展新增长 极 2024 年 12 月 24 日 | --- | --- | --- | --- | --- | --- | |------------------------------|--------|---------|----------|--------|--------| | 盈利预测与估值 [Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入（百万元） | 4115 | 4166 | 2996 | 3595 | 4151 | | 同比（ % ） | 36.39 | 1.22 | (28.08) | 19.99 | 15.48 | | 归母净利润（百万元） | 171.25 | 103.61 | (119.75) | 15.61 | 78.60 | | 同比（ % ） | 0.68 | (39.50) | (215.57) | 113.04 | 403.41 | | EPS- 最新摊薄（元 / 股） | 0.39 | 0.24 | (0.27) | 0.04 | 0.18 ...

证券代码：603212 证券简称：赛伍技术 公告编号：2024-053 苏州赛伍应用技术股份有限公司 关于持股 5%以上股东权益变动达到 1%的提示性公告 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： 1、本次权益变动所涉及股份均享有表决权，不存在表决权委托或受限等任何权利限制或被 限制转让的情况。 1 2、本次变动不存在违反《证券法》《上市公司收购管理办法》等法律法规和交易所业务规 则等相关规定情形及相关承诺。 本次权益变动为苏州赛伍应用技术股份有限公司（以下简称"公司"）持股 5% 以上股东股份减持，不触及要约收购。 本次权益变动后，公司持股 5%以上股东银煌投资有限公司（以下简称"银煌投 资"）持有的公司股份比例从 8.59%（以公司 2023 年 3 月 21 日总股本 440,299,036 股 为基数计算）减少至 7.57%（以公司 2024 年 11 月 8 日总股本 437,490,636 股为基数计 算）。 本次股东权益变动不会导致公司控股股东及实际控制人发生变化。 公司近日收到公司持 ...

Financial Performance - The company's operating revenue for Q3 2024 was ¥654,945,154.11, a decrease of 41.50% compared to the same period last year[2] - The net profit attributable to shareholders for Q3 2024 was -¥80,040,050.59, representing a decline of 329.37% year-on-year[2] - The net profit attributable to shareholders after deducting non-recurring gains and losses for Q3 2024 was -¥81,737,403.07, down 344.48% from the previous year[2] - Total operating revenue for the first three quarters of 2024 was CNY 2,306,897,446.01, a decrease of 30.8% compared to CNY 3,340,545,849.05 in the same period of 2023[17] - The net profit for the first three quarters of 2024 was a loss of CNY 97,165,231.38, compared to a profit of CNY 84,919,690.02 in the same period of 2023[17] - The net profit attributable to the parent company for Q3 2024 was -95,527,340.47 CNY, compared to a profit of 85,254,662.34 CNY in Q3 2023, indicating a significant decline[18] - The total comprehensive income for Q3 2024 was -97,592,791.61 CNY, down from 84,919,690.02 CNY in Q3 2023[18] Assets and Liabilities - The total assets at the end of the reporting period were ¥4,621,841,567.68, a decrease of 6.48% compared to the end of the previous year[4] - As of September 30, 2024, the company's total assets amounted to RMB 4,621,841,567.68, a decrease from RMB 4,942,040,470.74 at the end of 2023, reflecting a decline of approximately 6.5%[14] - The company's total liabilities decreased from RMB 3,000,000,000 to RMB 2,800,000,000, reflecting a reduction of approximately 6.7%[15] - The company's total liabilities decreased to CNY 1,744,795,837.96 from CNY 1,946,505,015.18 year-over-year, indicating a reduction of approximately 10.4%[16] - The total equity attributable to shareholders decreased to CNY 2,867,428,649.48 from CNY 2,994,747,617.68, representing a decline of about 4.3%[16] Cash Flow - The company reported a net cash flow from operating activities of ¥339,332,855.77 for the year-to-date period, with no applicable data for the current quarter[2] - The net cash flow from operating activities for the first three quarters of 2024 was 339,332,855.77 CNY, a recovery from a negative cash flow of -244,543,115.49 CNY in the previous year[19] - Total operating cash inflow for Q3 2024 was 2,559,759,971.81 CNY, slightly up from 2,549,670,976.76 CNY in Q3 2023[19] - Cash outflow from operating activities totaled 2,220,427,116.04 CNY in Q3 2024, compared to 2,794,214,092.25 CNY in the same period last year, showing improved cash management[19] - The net cash flow from investing activities was -180,015,139.15 CNY for Q3 2024, worsening from -75,905,311.82 CNY in Q3 2023[20] - The net cash flow from financing activities was -430,713,842.61 CNY in Q3 2024, compared to -44,475,258.33 CNY in the previous year, indicating increased financial strain[20] Operational Efficiency - The company's gross profit margin for the quarter was reported at 25%, consistent with previous quarters, indicating stable operational efficiency[13] - The company experienced a decline in gross profit margin, with gross profit for the first three quarters of 2024 being negative, compared to a positive margin in the same period of 2023[17] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 45,498[8] - The largest shareholder, Suzhou High-tech Zone Panyang Technology Development Co., Ltd., held 26.51% of the shares[8] Future Outlook - The decline in revenue was primarily due to decreased demand and price pressures in the photovoltaic and new energy sectors, leading to a drop in both unit prices and sales volume[6] - The company has plans for market expansion and new product development, focusing on enhancing its technological capabilities[13] - Future guidance suggests a projected revenue growth of 10% for the next quarter, driven by new product launches and market penetration strategies[13] - The company plans to focus on market expansion and new product development to improve future performance and regain profitability[17] Research and Development - Research and development expenses for the first three quarters of 2024 were CNY 91,764,470.92, down from CNY 138,972,392.47 in the same period of 2023, a decrease of 34%[17] Other Financial Metrics - The weighted average return on equity for Q3 2024 was -2.78%, a decrease of 3.94 percentage points year-on-year[4] - The company recorded non-recurring gains of ¥1,697,352.48 for the year-to-date period, primarily from government subsidies and other income[5] - The company reported a significant increase in deferred income to CNY 83,639,127.28 from CNY 33,689,676.95, marking an increase of 148.5%[16] - The company's cash and cash equivalents decreased to RMB 478,116,216.01 from RMB 757,744,812.29, representing a decline of about 37%[14] - Accounts receivable decreased from RMB 1,463,216,822.57 to RMB 1,254,537,644.97, a reduction of approximately 14.3%[14] - Inventory decreased to RMB 627,452,790.73 from RMB 699,134,718.43, indicating a decline of about 10.2%[14] - Short-term borrowings decreased to RMB 509,100,624.23 from RMB 595,862,661.71, a reduction of approximately 14.6%[15] - The company reported a decrease in cash and cash equivalents at the end of Q3 2024 to 445,116,160.35 CNY from 506,136,381.98 CNY at the end of Q3 2023[20] - The company received cash from other investment activities amounting to 20,000,000.00 CNY in Q3 2024, down from 197,022,210.00 CNY in the previous year[19]