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].

证券代码：603283 证券简称：赛腾股份 公告编号：2024-037 苏州赛腾精密电子股份有限公司 2022 年股权激励计划限制性股票第二期解锁 暨上市公告 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、准确性和完整性依法承担法律责任。 重要内容提示： （一）股权激励计划方案及履行程序 2022 年 6 月 5 日，公司召开第三届董事会第七次会议，审议通过了《关于< 苏州赛腾精密电子股份有限公司 2022 年限制性股票股权激励计划（草案）及其摘 要>的议案》、《关于<苏州赛腾精密电子股份有限公司 2022 年限制性股票股权激 励计划实施考核管理办法>的议案》、《关于苏州赛腾精密电子股份有限公司 2022 年限制性股票股权激励计划激励对象名单的议案》、《关于提请苏州赛腾精密电子 股份有限公司股东大会授权董事会办理股权激励计划有关事项的议案》，公司独立 董事对本次激励计划及其他相关议案发表了独立意见，公司独立董事曾全就提交 股东大会审议的本次激励计划相关议案向全体股东征集了投票权，上海市锦天城 律师事务所出具了《上海市锦天城律师事务所关于苏州赛腾精密电子股 ...

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： 证券代码：603283 证券简称：赛腾股份 公告编号：2024-036 苏州赛腾精密电子股份有限公司 第三届监事会第二十五次会议决议公告 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 苏州赛腾精密电子股份有限公司(以下简称"公司")第三届监事会第二十五 次会议（以下简称"本次会议"）于 2024 年 7 月 8 日在公司会议室召开。本次 会议的通知于 2024 年 7 月 5 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 1、 审议通过《关于 2022 年限制性股票股权激励计划第二期解锁的议案》 表决结果：3人赞成， 0人反对， 0人弃权。 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 ...

上海市锦天城律师事务所 关于苏州赛腾精密电子股份有限公司 2022 年限制性股票激励计划第二期 解除限售相关事项的 上海市锦天城律师事务所 关于苏州赛腾精密电子股份有限公司 2022 年限制性股票激励计划第二期 解除限售相关事项的 法律意见书 案号：01F20221949 致：苏州赛腾精密电子股份有限公司 上海市锦天城律师事务所（以下简称"锦天城"或"本所"）接受苏州赛腾精 密电子股份有限公司（以下简称"公司"或"赛腾股份"）的委托，担任公司"2022 年限制性股票股权激励计划"（以下简称"本次激励计划"）的法律顾问，根据 《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证 券法》（以下简称"《证券法》"）、《上市公司股权激励管理办法》（以下简 称"《管理办法》"）等有关法律法规的规定，按照律师行业公认的业务标准、 道德规范和勤勉尽责精神，为公司2022年限制性股票激励计划第二期解除限售 相关事项出具本法律意见书。 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市 ...

华福证券 包 研 工控设备 2024 年 06 月 13 日 买入（首次评级） 当前价格： 80.01 元 | --- | --- | |--------------------------|---------------| | 基本数据 | | | 总股本/流通股本 (百万股) | 200.32/186.05 | | 流通 A 股市值(百万元 ) | 14,885.75 | | 每股净资产(元 ) | 11.21 | | 资产负债率 (%) | 51.21 | | 一年内最高/最低价(元 ) | 93.37/33.21 | | | | 一年内股价相对走势 相关报告 | --- | --- | |--------------------------------------|------------------| | | | | 团队成员 | | | 分析师： 俞能飞 ynf30520@hfzq.com.cn | (S0210524040008) | | 分析师： 卢大炜 ldw30564@hfzq.com.cn | (S0210524050019) | 半导体量检测设备：壁垒高、空间大，HBM 设备打造新增长 ...

Investment Rating - The report assigns a "Buy" rating to the company, with a target price of 80.45 CNY per share, based on a 20x PE multiple for 2024 [136] Core Views - The company is a leading automation equipment supplier, deeply integrated into Apple's supply chain, with a strong presence in consumer electronics, semiconductor, and new energy sectors [7][14] - The company has expanded into the semiconductor and new energy sectors through strategic acquisitions, positioning itself to benefit from the growth in AI and HBM (High Bandwidth Memory) markets [14][91] - The company's semiconductor business, particularly in HBM-related equipment, is expected to see significant growth, with revenue projected to increase by 90% in 2024 [118] - The consumer electronics segment remains the company's core revenue driver, with Apple-related products accounting for over 50% of total revenue [41][102] Financial Performance - Revenue is expected to grow from 4.446 billion CNY in 2023 to 7.636 billion CNY in 2026, with a CAGR of 19.3% from 2024 to 2026 [3] - Net profit is projected to increase from 687 million CNY in 2023 to 1.215 billion CNY in 2026, with a CAGR of 17.3% over the same period [3] - The company's ROE is expected to remain strong, at 26.7% in 2024 and 23.0% in 2026 [3] Business Segments Consumer Electronics - The company is a key supplier of automation assembly and testing equipment for Apple's products, including iPhones, iPads, and AirPods [7][41] - Revenue from consumer electronics is expected to grow at a CAGR of 15% from 2024 to 2026, driven by new product launches and upgrades in Apple's product line [127] Semiconductor - The company entered the semiconductor equipment market through the acquisition of Optima, a Japanese company specializing in wafer inspection equipment [14][100] - The semiconductor segment is expected to grow rapidly, with revenue projected to increase by 90% in 2024, driven by demand for HBM-related equipment [118] New Energy - The company provides automation equipment for the new energy sector, including battery assembly lines and motor rotor assembly lines [8] - Revenue from the new energy segment is expected to remain stable, with no significant growth projected from 2024 to 2026 [119] Strategic Acquisitions - The company has made several strategic acquisitions, including Optima in 2019, to expand its presence in the semiconductor and new energy sectors [14][100] - These acquisitions have allowed the company to diversify its revenue streams and reduce its reliance on the consumer electronics sector [14][91] Market Opportunities - The company is well-positioned to benefit from the growth in AI and HBM markets, with its semiconductor equipment being used by leading HBM manufacturers [118][124] - The consumer electronics market is expected to recover, with Apple's product launches driving demand for automation equipment [30][102] Risks - The company's heavy reliance on Apple's supply chain poses a risk, as any downturn in Apple's business could significantly impact the company's revenue [161] - The semiconductor business is subject to risks related to AI and HBM market growth, which could affect the company's revenue projections [162] Valuation - The company is valued at a 20x PE multiple for 2024, with a target price of 80.45 CNY per share, based on its strong position in Apple's supply chain and growth potential in the semiconductor sector [136]

Investment Rating - The report initiates coverage with a "Buy" investment rating for the company [2]. Core Insights - The company has experienced significant revenue growth, achieving a revenue of 4.446 billion yuan in 2023, representing a year-on-year increase of 51.76%. The net profit attributable to shareholders reached 0.687 billion yuan, up 123.72% year-on-year [2][15]. - The company is strategically positioned in the consumer electronics, semiconductor, and new energy sectors, with a focus on enhancing its product offerings in automated equipment for these industries [2][15]. - The report forecasts revenues for 2024, 2025, and 2026 to be 5.473 billion yuan, 6.700 billion yuan, and 8.052 billion yuan, respectively, with corresponding EPS of 4.08 yuan, 4.79 yuan, and 5.81 yuan [2][17]. Revenue and Profit Forecast - The company is expected to maintain strong revenue growth rates of 23.1% in 2024, 22.4% in 2025, and 20.2% in 2026 [17]. - The net profit attributable to shareholders is projected to grow to 0.817 billion yuan in 2024, 0.959 billion yuan in 2025, and 1.164 billion yuan in 2026, with growth rates of 18.9%, 17.4%, and 21.4%, respectively [17]. - The diluted EPS is forecasted to increase from 3.43 yuan in 2023 to 4.08 yuan in 2024, 4.79 yuan in 2025, and 5.81 yuan in 2026 [17]. Market Position and Product Development - The company has developed advanced wafer edge detection systems that integrate laser optical technology, enhancing defect detection capabilities in semiconductor manufacturing processes [2]. - The acquisition of OPTIMA has allowed the company to enter the wafer measurement equipment market, securing bulk orders from major semiconductor manufacturers [2][15]. - The company is benefiting from the increasing penetration of new technologies in consumer electronics, such as periscope lenses and foldable screens, which are driving demand for its manufacturing equipment [2][15].

Investment Rating - The report gives a "Buy" investment rating for the company, indicating an expectation of significant performance improvement and growth opportunities in the semiconductor measurement equipment sector [16][17]. Core Insights - The company achieved a substantial increase in revenue and profit in 2023, with operating income reaching 4.446 billion yuan, a year-on-year growth of 51.76%, and a net profit attributable to shareholders of 0.687 billion yuan, up 123.72% [16][17]. - The company is focusing on the automation equipment sector, primarily serving industries such as consumer electronics, semiconductors, and new energy, with a strategic emphasis on expanding its market presence in the new energy sector [16][17]. - The report highlights the company's deep integration with key clients in the consumer electronics sector, which has led to significant sales growth and enhanced product margins [16][17]. Financial Forecast - The company is projected to generate revenues of 5.473 billion yuan in 2024, 6.700 billion yuan in 2025, and 8.052 billion yuan in 2026, with corresponding EPS of 4.08 yuan, 4.79 yuan, and 5.81 yuan respectively [4][17]. - The report anticipates a revenue growth rate of 23.1% in 2024, 22.4% in 2025, and 20.2% in 2026, alongside net profit growth rates of 18.9%, 17.4%, and 21.4% for the same years [4][17]. - The current price-to-earnings (P/E) ratios are projected to be 17.3, 14.7, and 12.1 for the years 2024, 2025, and 2026 respectively, indicating a favorable valuation trend [17]. Market Position and Strategy - The company has entered the semiconductor measurement equipment market through the acquisition of OPTIMA, a leading supplier, which has enabled it to secure bulk orders from major semiconductor manufacturers [16][17]. - The report emphasizes the company's commitment to innovation, particularly in developing advanced detection and measurement technologies for semiconductor processes, which has garnered recognition and demand from clients [17]. - The company is well-positioned to benefit from the increasing penetration of new technologies in consumer electronics, such as periscope lenses and foldable screens, which are expected to drive demand for its manufacturing equipment [16][17].

上海市锦天城律师事务所 关于苏州赛腾精密电子股份有限公司 2023 年年度股东大会 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于苏州赛腾精密电子股份有限公司 致：苏州赛腾精密电子股份有限公司 上海市锦天城律师事务所（以下简称本所）接受苏州赛腾精密电子股份有限 公司（以下简称公司）委托，就公司召开 2023 年年度股东大会（以下简称本次 股东大会）的有关事宜，根据《中华人民共和国公司法》（以下简称《公司法》）、 《上市公司股东大会规则》等法律、法规和规范性文件以及《苏州赛腾精密电子 股份有限公司章程》（以下简称《公司章程》）的有关规定，出具本法律意见书。 经核查，本次股东大会是由公司董事会召集召开的。公司已于 2024 年 4 月 30 日在上海证券交易所网站（www.sse.com.cn）等指定媒体上刊登《苏州赛腾精 密电子股份有限公司关于召开 2023 年年度股东大会的通知》（以下简称会议通 知），将本次股东大会的召开时 ...