Financial Performance - The company reported a total revenue of RMB 1.2 billion for the first half of 2024, representing a year-on-year increase of 15%[8]. - Net profit for the same period reached RMB 200 million, up 10% compared to the previous year[8]. - The company's operating revenue for the first half of the year reached ¥1,631,156,004.82, representing a 16.21% increase compared to the same period last year[15]. - Net profit attributable to shareholders increased by 48.87% year-on-year, amounting to ¥154,107,773.42[16]. - The net profit after deducting non-recurring gains and losses grew by 88.93%, totaling ¥133,817,733.32[16]. - Basic earnings per share rose to ¥0.79, a 46.30% increase from the previous year[16]. - The company's revenue for the first half of 2024 reached CNY 1,631,156,004.82, representing a year-on-year growth of 16.21%[32]. - Net profit attributable to shareholders of the parent company was CNY 154,107,800, showing a significant increase of 48.87% compared to the previous year[32]. - The total profit for the first half of 2024 is approximately ¥183.46 million, an increase of 56.4% compared to ¥117.26 million in the same period of 2023[93]. Research and Development - The company is investing RMB 100 million in R&D for new technologies and product development in the upcoming year[8]. - R&D expenses increased by 28.61% to CNY 190,147,561.54, indicating the company's commitment to innovation and technology development[33]. - The company is focusing on R&D in smart manufacturing equipment, aligning with the industry's shift towards high-quality development and digital transformation[19]. - The company has a strong focus on R&D, responding to client needs while also proactively developing technologies for potential markets[25]. Market Expansion and Strategy - The company has expanded its user base by 20%, now serving over 1 million active users[8]. - Future outlook indicates a projected revenue growth of 25% for the second half of 2024, driven by new product launches[8]. - Market expansion plans include entering two new international markets by the end of 2024[8]. - The company has completed a strategic acquisition of a local competitor, enhancing its market share by 5%[8]. - The company has expanded its international presence by establishing subsidiaries in the USA, Japan, South Korea, Vietnam, and Thailand, enhancing its competitive edge in overseas markets[30]. Financial Position and Assets - The company's total assets increased by 15.06% year-on-year, reaching ¥5,317,375,783.43[15]. - The company's total assets at the end of the reporting period amounted to 5,339,000,000.00 RMB, with overseas assets accounting for 18.22% of total assets[38]. - The company's goodwill amounted to CNY 314.17 million, accounting for 5.91% of total assets as of June 30, 2024, posing a risk of impairment if the acquired companies perform poorly[46]. - The company's total liabilities increased to ¥2,909,361,549.26, a rise of 22.3% from ¥2,378,547,226.88 at the end of 2023[87]. Risks and Challenges - The management highlighted potential risks related to supply chain disruptions and market competition in the upcoming quarters[3]. - The company faces risks related to dependency on core customers, which significantly impacts revenue stability and operational continuity[44]. - The company has a high proportion of foreign sales, which are primarily settled in USD, making it vulnerable to fluctuations in the RMB/USD exchange rate that could negatively impact performance[45]. - The company faces risks related to fluctuations in gross profit margins due to varying product costs and sales prices, which could impact overall profitability[45]. Environmental and Social Responsibility - The company generated a total of 2.0359 million kWh from its rooftop photovoltaic power station during the reporting period, resulting in a reduction of approximately 2,030 tons of carbon dioxide emissions[54]. - The company has established a comprehensive environmental management system and obtained certification for its environmental management system, ensuring compliance with relevant laws and regulations[53]. - The company actively promotes employee awareness of environmental protection through training programs focused on energy conservation and emission reduction[53]. - The company has invested in renewable energy technologies, such as intelligent energy storage and V2G charging, to significantly reduce carbon emissions in production[53]. Shareholder Commitments and Governance - The company guarantees that all information disclosed regarding the restructuring is true, accurate, and complete, with no misleading statements or omissions[59]. - The company will ensure that any related party transactions are conducted at fair market prices and will comply with relevant laws and regulations[9]. - The controlling shareholders of the company, Sun Feng and Zeng Hui, have committed to not transferring or entrusting the management of their shares for a period of 36 months from the date of issuance and listing[64]. - The company will take measures to prevent the dilution of immediate returns for shareholders[60]. Accounting and Financial Reporting - The financial statements are prepared in accordance with the relevant accounting standards, reflecting the company's financial position accurately[114]. - The company recognizes significant receivables over CNY 20 million as important accounts receivable, ensuring proper financial management[117]. - The company conducts impairment tests annually for goodwill and intangible assets with indefinite useful lives, recognizing impairment losses when recoverable amounts are less than carrying amounts[161]. - The company recognizes short-term employee compensation as liabilities in the period services are provided, including social insurance and welfare expenses[163].

证券代码：603283 证券简称：赛腾股份 公告编号：2024-043 苏州赛腾精密电子股份有限公司 第三届监事会第二十六次会议决议公告 本公司监事会及全体监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。 一、 监事会会议召开情况 该 议 案 具 体 内 容 详 见 公 司 于 同 日 刊 登 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）的公告。 特此公告。 苏州赛腾精密电子股份有限公司监事会 2024 年 8 月 9 日 苏州赛腾精密电子股份有限公司(以下简称"公司")第三届监事会第二十六 次会议（以下简称"本次会议"）于 2024 年 8 月 9 日在公司会议室召开。本次 会议的通知于 2024 年 7 月 30 日通过电子邮件方式送达全体监事。本次会议应参 加监事 3 名，实际参加监事 3 名。本次会议的召集、召开方式符合《公司法》及 《苏州赛腾精密电子股份有限公司章程》的规定。 二、监事会会议审议情况 本次会议由监事会主席别远峰先生主持，以记名投票方式审议通过了以下议 案： 1、 审议通过《关于公司 2024 ...

证券代码：603283 证券简称：赛腾股份 公告编号：2024-042 苏州赛腾精密电子股份有限公司 第三届董事会第二十八次会议决议公告 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法律责任。 一、董事会会议召开情况 苏州赛腾精密电子股份有限公司（以下简称"公司"）第三届董事会第二十 八次会议（以下简称"本次会议"）于 2024 年 8 月 9 日在公司会议室召开。本 次会议的通知于 2024 年 7 月 30 日通过电子邮件方式送达全体董事。本次会议应 参加董事 8 名，实际参加表决董事 8 名。本次会议的召集、召开方式符合《公司 法》及《苏州赛腾精密电子股份有限公司章程》的规定。 二、董事会会议审议情况 该议案已经董事会审计委员会审议通过，并同意将此项议案提交公司董事会 审议。 该 议 案 具 体 内 容 详 见 公 司 于 同 日 刊 登 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）的公告。 特此公告。 苏州赛腾精密电子股份有限公司董事会 2024 年 8 月 9 日 本次会议由董事长孙丰先生主持，以 ...

赛腾股份20240728_导读 关键词 全文摘要 章节速览 一家专注于自动化设备及相关技术服务的公司，在过去几年里实现了显著的营收和利润增长，特别是在 消费电子、半导体和新能源领域。该公司自2001年成立以来，通过成功进入苹果供应商体系，并进行一 系列的战略性收购，不断扩张其业务范围并优化其业务布局。特别是近年来，公司着力于消费电子和半 导体领域的深耕，同时逐步减少新能源业务的投资，以应对市场变化和战略调整的需求。 赛程公司通过切入苹果供应商供应链，特别是成为苹果手机及可穿戴设备的重要供应商，成功实现了营 收的快速增长。公司不仅抓住了苹果产业创新的机会，横向扩展到多终端产品供应，也通过纵向延伸前 端供应链增加了成长空间。特别是在2023年，得益于iPhone 15 Pro搭载的创新摄像头技术，公司实现 了52%的营收增长，展现出了其强大的市场适应能力和增长潜力。 随着传统消费电子市场面临挑战，创新成为驱动设备发展的重要因素。以AI技术为例，尽管苹果新 款iPhone 16的推出对市场的拉动作用有限，但它可能会激发用户的换机需求，特别是在推动较长的换 机周期方面。此外，AI大模型对计算能力的要求较高，促使用户倾 ...

证券代码：603283 证券简称：赛腾股份 公告编号：2024-041 苏州赛腾精密电子股份有限公司 董监高集中竞价减持股份计划公告 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： 董监高持股的基本情况 截至本公告披露日，公司董事、监事及高级管理人员赵建华、娄洪卫、王勇、 肖雪、别远峰、黄圆圆合计持有本公司股份 2,387,485 股，占公司总股本比例为 1.1919%。 集中竞价减持计划的主要内容 因个人资金需求，赵建华、娄洪卫、王勇、肖雪、别远峰、黄圆圆计划在本公告 披露日起 15 个交易日后的 3 个月内，拟通过集中竞价方式减持股份数量不超过 596,600 股（占公司总股本比例的 0.2978%），减持价格按市场价格确定。若在 减持计划实施期间公司发生派发红利、转增股本等股本除权、除息事项的，将根 据股本变动对减持数量进行相应调整。 二、集中竞价减持计划的主要内容 | 股东 名称 | 计划减持数 量（股） | | | 计划减 持比例 | 减持方式 | 减持期间 | 减持合理 价格区间 | 拟减 ...

证券代码：603283 证券简称：赛腾股份 公告编号：2024-040 苏州赛腾精密电子股份有限公司 关于股东部分股份解除质押的公告 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法律责任。 重要内容提示: 截至 2024 年 7 月 17 日，股东孙丰先生直接持有上市公司股份数量为 4,050.1556 万股，占公司总股本 20.22%，截至本公告披露日，孙丰先生持有的 公司股份中累计质押数量为 1,090 万股，占其直接持股数量比例为 26.91%，占 公司总股本比例为 5.44%。 2 1 股东名称 孙丰 本次解质股份（万股） 800 占其所持股份比例 19.75% 占公司总股本比例 3.99% 解质（解冻）时间 2024.7.17 持股数量（万股） 4,050.1556 持股比例 20.22% 剩余被质押（被冻结）股份数量（万股） 1,090 剩余被质押（被冻结）股份数量占其所持股份比例 26.91% 剩余被质押（被冻结）股份数量占公司总股本比例 5.44% 一、股东股份解除质押的基本情况： 二、股东累计质押股份情况 | | | ...

· 公司未来的成长路径明确，在消费电子领域从后端向前端延伸，紧随下游客户的创新，抓住AI时代产 品改款换新的机会，预计未来三年实现大幅增长。 6、新客户与新项目 · 公司在研的十多款设备需求强劲，特别是在三维量测方面有很大的需求，预计这些项目在未来两年内 落地概率较高。 · 公司在光学检测设备方面具备优势，能够利用日本的光学技术支持进行检测。公司在光学检测设备方 面的技术优势使其在市场竞争中处于有利地位。 8、市场前景与投资建议 Q:公司二季度业绩同比增长，但环比有所下滑，请解释一下季度变化的原因，并展望下半年的业绩预 期。 A:AI手机会带来一波换机潮，预计手机组装订单将大幅增长。AI对摄像头、声学、传感器（如触摸）等 方面有更高的要求，这些零部件将发生较大变化，相关设备的市场空间也很大。耳机、电脑等产品预 计也会有较大变化，拉动3C设备的需求增长。 · 公司在半导体领域的布局正在扩展，现有场地已经无法满足订单交付需求，因此公司在日本新购置的 厂房正在装修无尘室。新厂房规模与现有厂房相当。 3、消费电子领域 4、合同负债与订单情况 5、长期发展路径 · 公司在半导体领域的布局广泛，HBM检测、硅片晶圆背面检 ...

华福证券 事件：公司发布 2024 年半年度业绩预增公告，预计 2024 年上半年实现归 母净利润 1.48-1.60 亿元，同比增长 42.97%-54.56%。 3C 设备：AI 终端等新产品将带来结构性机会 投资要点： 美东时间 7 月 10 日，美股苹果股价再创历史新高，总市值达到 3.57 万亿美元。我们认为，开发者大会后苹果股价不断创新高，意味着投 资者看好 AI 能成为苹果乃至消费电子产品新的方向。AI+设备将带来 新的产线需求，也将带来组装、检测方式的升级迭代，公司将受益于 AI 终端产品带来的产线建设及升级需求。 公司通过收购全球领先的晶圆检测设备供应商日本Optima涉足晶 圆检测装备领域，实现在前道晶圆设备市场的快速突破。公司完善了 对 HBM、TSV 制程工艺的不良监控，获得了客户的充分认可并成功获 得批量设备订单，为公司半导体板块的持续增长增加了新的动力源泉。 在半导体硅片领域，公司已成为协鑫、奕斯伟、中环半导体等知名晶 圆厂商晶圆检测量测设备供应商。随着沪硅等企业启动半导体大硅片 扩产，公司作为检测量测设备企业有望深度受益。 我们预计公司 2024-2026 年归母净利润分别为 8 ...

证券代码：603283 证券简称：赛腾股份 公告编号：2024-038 苏州赛腾精密电子股份有限公司 关于股东部分股份质押的公告 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法律责任。 重要内容提示: 1、本次股份质押的基本情况 | 股东 | 是否为 | 本次质 | 是否为限 售股（如 | 是否 | 质押起始 | 质押到期 | | 占其直 接所持 | 占公司 | 质押融 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 控股股 | 押股数 | 是，注明限 | 补充 | 日 | 日 | 质权人 | 股份比 | 总股本 | 资资金 | | | 东 | （万股） | | 质押 | | | | | 比例 | 用途 | | | | | 售类型） | | | | | 例 | | | | 孙丰 | 是 | 470 | 否 | 否 | 2024.7.11 | 质权人解 | 云南国际信托 | 11.60% | 2.35% | 置换前 | | | | ...

Financial Performance Forecast - The company expects to achieve a net profit attributable to the parent company of between 128.5 million and 140.5 million yuan for the first half of 2024, representing an increase of 57.67 million to 69.67 million yuan compared to the same period last year, which is an increase of 81.42% to 98.37% year-on-year [2]. - The company also forecasts a net profit attributable to the parent company of between 148 million and 160 million yuan for the first half of 2024, which is an increase of 44.48 million to 56.48 million yuan compared to the same period last year, reflecting a year-on-year increase of 42.97% to 54.56% [3]. - The net profit attributable to the parent company for the same period last year was 103.52 million yuan, while the net profit after deducting non-recurring gains and losses was 70.83 million yuan [10]. Market and Sales Performance - The company has seen recognition of its intelligent manufacturing equipment technology and service quality, leading to growth in sales scale compared to the same period last year [6]. - The company has strengthened market expansion efforts, contributing to the increase in sales and improvement in gross margins for some products compared to the previous year [6]. - The decrease in government subsidies received in non-recurring gains and losses compared to the previous year has impacted the growth of net profit after deducting non-recurring gains and losses [6]. Forecast and Reporting - The performance forecast is based on preliminary calculations by the company's financial department and has not yet been audited by a registered accountant [10]. - The company emphasizes that the forecast data is subject to change and the final financial data will be disclosed in the official 2024 semi-annual report [12]. - The performance forecast applies to scenarios where profitability is achieved and net profit increases by more than 50% compared to the same period last year [8]. - The company assures that the announcement content does not contain any false records, misleading statements, or significant omissions, and takes legal responsibility for the accuracy and completeness of the information [3].