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 ...

第三届董事会第十六次会议决议公告 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 上海盛剑科技股份有限公司（以下简称"公司"）第三届董事会第十六次 会议于2025年8月26日（星期二）在公司会议室以现场结合通讯方式召开。会议 通知已于2025年8月15日以电子邮件等方式送达全体董事。本次会议应出席董事 7人，实际出席董事7人。 本次会议由董事长张伟明先生主持，公司监事、高级管理人员列席。会议 召开符合有关法律、法规、部门规章、规范性文件和《公司章程》等的规定。 二、董事会会议审议情况 证券代码：603324 证券简称：盛剑科技 公告编号：2025-060 上海盛剑科技股份有限公司 （二）审议通过《关于"提质增效重回报"行动方案的评估报告》。 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《关于"提质增效重回报"行动方案的评估报告》（公告编号：2025-062）。 表决结果：7票同意，0票反对，0票弃权。 三、备查文件 （一）审议通过《关于2025年半年度报告及其摘要的 ...

Core Viewpoint - The company, Shengjian Technology, is focusing on the green and low-carbon transformation of the semiconductor industry, aiming for high-quality sustainable development through the strategy of "industry extension + product extension" [1] Financial Performance - For the first half of 2025, the company reported total revenue of 576.33 million yuan, a year-on-year decrease of 13.14% [1] - The net profit attributable to shareholders of the listed company was 42.19 million yuan, reflecting a year-on-year decline of 36.31% [1] Strategic Focus - The company is accelerating the transformation and application of green technology achievements in key areas of the semiconductor industry [1] - The company is actively engaging in technology research and development, production operations, and market expansion [1]

上海盛剑科技股份有限公司2025 年半年度报告 公司代码：603324 公司简称：盛剑科技 上海盛剑科技股份有限公司 2025 年半年度报告 1 / 187 上海盛剑科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人张伟明、主管会计工作负责人郁洪伟及会计机构负责人（会计主管人员）郁洪 伟声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 否 十、 重大风险提示 公司已在本报告中详细描述可能存在的相关风险，敬请查阅"第三节 管理层讨论与分析"等 有关章节内容中关于公司可能面对的风险的描述。 十一、 其他 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中如有涉及未来计划等前瞻性陈述，该计划不构成公司对投资者的实质承诺，投资者 及相关人士均应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间 ...