证券日报网讯 赛腾股份11月21日在互动平台回答投资者提问时表示，上市公司股价波动受宏观经济、 行业周期、市场情绪等多重因素综合影响，公司始终专注主业，将持续做好经营管理与核心业务拓展， 稳步提升公司内在价值，以回报广大投资者的信任。欧帝厂房目前正按计划推进建设，公司已与国内半 导体头部 FAB 厂商建立合作，相关订单已顺利出货。 （编辑 楚丽君） ...

Group 1 - The company has stated that its PCB-related equipment has been shipped in bulk [1] - The company holds a positive outlook on the future of the PCB equipment industry [1]

Core Points - The company, Suzhou Saiteng Precision Electronics Co., Ltd., has decided to repurchase and cancel 4,129,580 shares related to its first employee stock ownership plan due to unmet performance targets [2][6] Group 1: Repurchase and Cancellation Details - The decision to repurchase and cancel shares was made during a series of meetings held on August 28, 2025, and was approved by the board and supervisory committee [3] - The company disclosed the repurchase plan on September 16, 2025, fulfilling the creditor notification requirements [4] - The employee stock ownership plan had a duration of 36 months, with a 12-month lock-up period, and was based on specific performance metrics [5] Group 2: Performance Metrics and Financial Impact - The performance targets for the employee stock ownership plan were based on a net profit growth rate of at least 15% for 2024, calculated from the 2023 net profit excluding non-recurring gains and losses [5][6] - The audited net profits for 2023 and 2024 were approximately 756.57 million yuan and 640.82 million yuan, respectively, which did not meet the required growth rate [6] - The cancellation of shares will not lead to changes in the controlling shareholder or the actual controller, nor will it have a significant impact on the company's operational performance or financial condition [8]

Core Points - Saiteng Co., Ltd. announced the cancellation of unvested equity shares due to unmet performance targets in the first phase of its employee stock ownership plan [2] Group 1 - The company will repurchase and cancel 4,129,580 shares corresponding to the unvested equity rights [2] - The cancellation date is set for November 24, 2025 [2]

证券代码：603283 证券简称：赛腾股份 公告编号：2025-062 苏州赛腾精密电子股份有限公司 第一期员工持股计划回购注销实施公告 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法律责任。 重要内容提示： | 回购股份数量 | | 注销股份数量 | | | | 注销日期 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 4,129,580 | 股 | 4,129,580 | 股 | 2025 | 年 | 11 月 | 24 | 日 | 一、本次员工持股计划回购注销的决策与信息披露 2025 年 8 月 28 日，公司召开第一期员工持股计划第二次持有人会议、第四 届董事会第五次会议及第四届监事会第五次会议，审议通过《关于提前终止第一 期员工持股计划并回购注销相关股份的议案》；第四届董事会第五次会议及第四 届监事会第五次会议，审议通过了《关于取消监事会、变更公司注册资本及修订 <公司章程>的议案》。2025 年 9 月 15 日，公司召开的 2025 年第二 ...

Core Insights - The stock price of Saiteng Co., Ltd. increased by 2.03% on November 18, reaching 47.80 CNY per share, with a trading volume of 296 million CNY and a market capitalization of 13.16 billion CNY [1] - The company has experienced a year-to-date stock price decline of 2.91%, with a 5-day drop of 5.72%, but a 20-day increase of 5.52% and a 60-day increase of 11.84% [1] - Saiteng Co., Ltd. operates in the automation equipment sector, focusing on the research, design, production, sales, and technical services of automated production equipment, primarily for high-end semiconductor equipment [1][2] Financial Performance - For the period from January to September 2025, Saiteng Co., Ltd. reported a revenue of 2.535 billion CNY, a year-on-year decrease of 20.62%, and a net profit attributable to shareholders of 401 million CNY, down 15.61% year-on-year [2] - The company has distributed a total of 567 million CNY in dividends since its A-share listing, with 211 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Saiteng Co., Ltd. was 48,400, an increase of 20.73% from the previous period, with an average of 5,618 circulating shares per shareholder, a decrease of 17.17% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 1.8856 million shares, an increase of 762,100 shares from the previous period [3]

Group 1 - The core viewpoint is that Saiteng Co., Ltd. (603283.SH) has a strong partnership with Samsung, which is considered a high-quality client for the company [1]

Group 1 - The core point of the article is that Saiteng Co., Ltd. (603283.SH) has confirmed its ongoing collaboration with Samsung, highlighting Samsung as a key customer for the company [1] Group 2 - The interaction took place on an investor communication platform, indicating the company's transparency and engagement with its investors [1] - The relationship with Samsung is characterized as a long-term partnership, suggesting stability and potential for future growth [1]

Market Overview - The automation equipment sector experienced a decline of 1.54% on November 14, with Bojie Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Top Performers - The top gainers in the automation equipment sector included: - **ZhiHua Co. (688589)**: Closed at 51.34, up 11.61% with a trading volume of 246,200 shares and a transaction value of 1.215 billion [1] - **Hongying Intelligent (001266)**: Closed at 36.27, up 10.01% with a trading volume of 126,800 shares and a transaction value of 454 million [1] - **Delong Laser (688170)**: Closed at 38.33, up 9.48% with a trading volume of 121,400 shares and a transaction value of 453 million [1] Underperformers - The notable decliners in the sector included: - **Bojie Co., Ltd. (002975)**: Closed at 73.70, down 5.73% with a trading volume of 70,400 shares and a transaction value of 523 million [2] - **Robot Technology (300757)**: Closed at 203.04, down 5.60% with a trading volume of 46,600 shares and a transaction value of 962 million [2] - **Buku Co. (688160)**: Closed at 87.70, down 4.24% with a trading volume of 10,500 shares and a transaction value of 93.3 million [2] Capital Flow - The automation equipment sector saw a net outflow of 1.074 billion from institutional investors, while retail investors contributed a net inflow of 859 million [2][3] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2][3] Individual Stock Capital Flow - Key individual stock capital flows included: - **Delong Laser (688170)**: Institutional net inflow of 37.56 million, retail net outflow of 32.20 million [3] - **Ruisheng Technology (688090)**: Institutional net inflow of 32.10 million, retail net outflow of 6.82 million [3] - **Hongying Intelligent (001266)**: Institutional net inflow of 25.55 million, retail net outflow of 14.83 million [3]

Core Viewpoint - The stock of Saiteng Co., Ltd. has experienced fluctuations, with a recent decline of 2.02%, while the company has shown a year-to-date price increase of 1.50% and significant growth over the past 60 days [1][2]. Company Overview - Saiteng Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on June 19, 2007, with its listing date on December 25, 2017. The company specializes in the research, design, production, sales, and technical services of automation production equipment, providing intelligent production solutions for clients [1]. - The main business revenue composition includes: automation equipment (76.79%), fixtures (18.95%), technical services (3.77%), and others (0.49%) [1]. Financial Performance - For the period from January to September 2025, Saiteng Co., Ltd. achieved an operating income of 2.535 billion yuan, a year-on-year decrease of 20.62%, and a net profit attributable to shareholders of 401 million yuan, down 15.61% year-on-year [2]. - The company has distributed a total of 567 million yuan in dividends since its A-share listing, with 211 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Saiteng Co., Ltd. reached 48,400, an increase of 20.73% from the previous period. The average number of circulating shares per person decreased by 17.17% to 5,618 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 1.8856 million shares, an increase of 762,100 shares from the previous period [3].