证券之星消息，10月9日环保设备板块较上一交易日上涨0.92%，久吾高科领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。环保设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300631 | 久吾高科 | 34.21 | 4.24% | 10.81万 | | 3.66亿 | | 603324 | 盛剑科技 | 28.41 | 3.31% | 7.30万 | | 2.06亿 | | 002658 | 雪迪龙 | 8.13 | 3.17% | 21.95万 | | 1.77亿 | | 300137 | ST先河 | 6.95 | 2.96% | 10.11万 | 7026.99万 | | | 600388 | 龙净环保 | 15.50 | 2.72% | 25.48万 | | 3.96亿 | | 002645 | 华宏科技 | 16.49 | 2.68% | 89.99万 | | 15.00亿 | | ...

Market Overview - On September 26, the environmental equipment sector rose by 0.23% compared to the previous trading day, with Longjing Environmental leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Longjing Environmental (600388) closed at 14.35, up 6.85% with a trading volume of 353,800 shares and a transaction value of 500 million yuan [1] - Other notable performers included Yanpai Co. (301081) with a 4.30% increase, closing at 10.91, and Fida Environmental (600526) with a 2.16% increase, closing at 5.21 [1] Capital Flow - The environmental equipment sector experienced a net outflow of 27.55 million yuan from institutional investors and a net outflow of 35.57 million yuan from speculative funds, while retail investors saw a net inflow of 63.11 million yuan [2] - Longjing Environmental had a net inflow of 36.85 million yuan from institutional investors, but a net outflow of 19.52 million yuan from speculative funds [3] Individual Stock Analysis - Fida Environmental (600526) saw a net inflow of 6.99 million yuan from institutional investors, while also experiencing a net outflow from retail investors [3] - Lawson (000890) had a net inflow of 19.06 million yuan from institutional investors, but a significant net outflow of 29.66 million yuan from retail investors [3]

证券代码：603324 证券简称：盛剑科技 公告编号：2025-065 上海盛剑科技股份有限公司 关于 2023 年员工持股计划部分股份 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： 回购注销原因：鉴于上海盛剑科技股份有限公司（曾用名："上海盛剑 环境系统科技股份有限公司"，以下简称"公司"）2023 年员工持股计划（以 下简称"本员工持股计划"、"本计划"）第一个锁定期内 5 名持有人离职，管 理委员会根据《上海盛剑环境系统科技股份有限公司 2023 年员工持股计划》（以 下简称"《2023 年员工持股计划》"）相关约定及持有人会议的授权，取消前 述 5 名离职持有人参与本计划的资格，决议对应份额回收事宜，本计划份额对应 7.50 万股股份由公司回购注销；因本计划第二个解锁期公司层面业绩考核未达标、 2 名持有人离职，管理委员会根据《2023 年员工持股计划》相关约定及持有人会 议的授权，取消上述 2 名离职持有人参与本计划的资格，决议因第二个解锁期公 司层面业绩考核未达标、持有人离职不再 ...

Group 1 - The core point of the article is that Shengjian Technology (603324.SH) has successfully achieved production and sales of its subsidiary Shengjian Micro's photoresist stripping solution, while the etching solution is currently in the verification testing phase [1] - The future sales performance after reaching production capacity will depend on various factors such as market expansion and customer demand [1]

Group 1 - The company, Shengjian Technology, is recognized as a leading green technology service provider in China's high-tech industry [2] - The company adheres to a development strategy of "industry extension + product extension," focusing on tracking cutting-edge technology trends [2] - The company actively researches and reserves advanced technologies while paying attention to business opportunities [2]

Group 1 - The environmental equipment sector experienced a decline of 2.1% on September 3, with 聚光科技 leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] - Notable performers in the environmental equipment sector included 美埃科技, which rose by 6.66% to a closing price of 49.17, and 亚米股份, which increased by 4.67% to 19.06 [1] Group 2 - The net outflow of main funds in the environmental equipment sector was 34.01 million yuan, while retail funds saw a net inflow of 9.70 million yuan [3] - The overall fund flow indicates a mixed sentiment, with speculative funds net inflowing 24.32 million yuan [3]

Core Viewpoint - Shengjian Technology (603324) reported disappointing financial results for the first half of 2025, with significant declines in revenue and net profit compared to the previous year [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 576 million yuan, a decrease of 13.14% year-on-year [1]. - Net profit attributable to shareholders was 42.19 million yuan, down 36.31% year-on-year [1]. - In Q2 2025, total revenue was 255 million yuan, a decline of 35.98% year-on-year, and net profit was 21.57 million yuan, down 54.32% year-on-year [1]. - The gross margin was 26.4%, a decrease of 10.12% year-on-year, while the net margin was 7.5%, down 25.07% year-on-year [1]. - Total receivables were 1.003 billion yuan, representing 836.45% of the latest annual net profit [1]. Key Financial Metrics - Cash and cash equivalents decreased by 41.26% to 264 million yuan [1]. - Interest-bearing liabilities increased by 21.14% to 758.1 million yuan [1]. - Earnings per share (EPS) fell to 0.29 yuan, a decrease of 35.56% year-on-year [1]. - Operating cash flow per share was -1.38 yuan, an increase of 33.01% year-on-year [1]. Changes in Financial Items - Significant changes in financial items included a 51.85% decrease in cash due to payments for share repurchases and rent [3]. - Accounts receivable decreased by 23.60% to 1.003 billion yuan [1]. - Prepayments increased by 79.07% due to higher advance payments for goods [4]. - Other current assets rose by 70.05% due to an increase in VAT credits [4]. - Contract liabilities decreased by 93.05% due to reduced advance payments [6]. Operational Insights - The company’s revenue decline was attributed to cyclical fluctuations in the downstream photovoltaic industry and a reduction in orders [7]. - Operating expenses showed a mixed trend, with sales expenses down by 10.81% and management expenses down by 13.9% [7]. - Financial expenses surged by 185.69% due to increased interest on loans and rent [7]. Business Model and Investment Considerations - The company relies heavily on research and development for its performance, indicating a need for careful analysis of the underlying drivers [11]. - The return on invested capital (ROIC) was reported at 5.77%, indicating average capital returns [11]. - The company’s cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 36.02% [12].

证券代码：603324 证券简称：盛剑科技 公告编号：2025-064 上海盛剑科技股份有限公司 关于 2025 年度担保额度预计的进展公告 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法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 本次担保金额 | 3,000.00 | 上海盛剑半导体科技有限公司 万元 | | | --- | --- | --- | --- | --- | --- | | 担 | 保 对 | | | | | | 象 | | 实际为其提供的担保余额 | 15,786.08 | 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 140,000.00 | | 对外担保总额占上市公司最近一 期经审计 ...

Core Viewpoint - Shengjian Technology (603324) reported a decline in revenue and net profit for the first half of 2025, attributed to cyclical fluctuations in the downstream photovoltaic industry and ongoing projects in the integrated circuit sector that did not meet revenue recognition criteria [1] Financial Performance - The company achieved an operating income of 576 million yuan, representing a year-on-year decrease of 13.14% [1] - The net profit attributable to shareholders was 42.19 million yuan, down 36.31% year-on-year [1] - Basic earnings per share were reported at 0.29 yuan [1] Industry Context - The photovoltaic industry experienced cyclical fluctuations, prompting the company to actively reduce orders in this sector [1] - Some projects in the integrated circuit field are still in the execution phase and have not yet met the conditions for revenue recognition [1]

证券代码：603324 证券简称：盛剑科技 公告编号：2025-061 上海盛剑科技股份有限公司 第三届监事会第十四次会议决议公告 二、监事会会议审议情况 （一）审议通过《关于 2025 年半年度报告及其摘要的议案》。 监事会认为：公司 2025 年半年度报告及其报告摘要的编制和审议程序符合 法律法规、《公司章程》和公司内部制度的各项规定；该定期报告的内容与格 式符合中国证监会和上海证券交易所的各项要求，所包含的信息真实、准确、 完整地反映了报告期内公司的经营情况和财务状况；在提出本意见前，未发现 参与该定期报告编制和审议的相关人员有违反保密规定的行为。 本议案具体内容详见同日在上海证券交易所网站（www.sse.com.cn）披露 的《2025 年半年度报告》及《2025 年半年度报告摘要》。 表决结果：3 票同意，0 票反对，0 票弃权。 三、备查文件 1、第三届监事会第十四次会议决议。 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 上海盛剑科技股份有限公司（以下简称"公司"）第三届监事会第十四次 ...