民生证券股份有限公司 关于广东骏亚电子科技股份有限公司 使用部分闲置募集资金暂时补充流动资金的核查意见 民生证券股份有限公司（以下简称"民生证券"或"保荐机构"）作为广东 骏亚电子科技股份有限公司（以下简称"骏亚科技"或"公司"）非公开发行股 票并上市持续督导保荐机构，根据《证券发行上市保荐业务管理办法》《上市公 司募集资金监管规则》《上海证券交易所股票上市规则》《上海证券交易所上市公 司自律监管指引第1号——规范运作》等有关法律法规和规范性文件的要求，对 骏亚科技使用部分闲置募集资金暂时补充流动资金进行了核查，并发表核查意见 如下： 一、募集资金基本情况 | 序号 | 项目 | 实施主体 | 承诺使用募 | 已累计投入募 | 募集资 | | --- | --- | --- | --- | --- | --- | | | | | 集资金金额 | 集资金金额 | 金余额 | | 1 | 年产 80 万平方米智能 | 龙南骏亚精密 | 18,391.21 | 12,470.55 | 5,936.31 | | | 互联高精密线路板项目 | 电路有限公司 | | | | 经中国证监会《关于核准广东骏亚电子科技股份有限 ...

Group 1 - The company Junya Technology announced on August 20 that it will temporarily return 59 million yuan of idle raised funds to its special account for raised funds on August 19, 2025 [2] - The company has notified the sponsor institution and the sponsor representative about this return [2] - This action is part of the company's management of its liquidity and funding [2]

证券代码：603386 证券简称：骏亚科技 公告编号：2025-028 特此公告。 广东骏亚电子科技股份有限公司董事会 2025 年 8 月 21 日 1 关于归还部分用于暂时补充流动资金的募集资金的 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。 广东骏亚电子科技股份有限公司（以下简称"公司"）于2024年8月21日召开 第三届董事会第二十三次会议及第三届监事会第二十次会议，审议通过了《关于 使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超过人民币 9,500万元的闲置募集资金暂时补充流动资金，使用期限为自公司董事会审议通 过之日起不超过12个月，使用期限届满，公司将及时把资金归还至募集资金专用 账 户 。 具 体 内 容 详 见 公 司 于 2024 年 8 月 22 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）及指定信息披露媒体披露的《骏亚科技：关于使用部分闲置 募集资金暂时补充流动资金的公告》（公告编号：2024-036）。 2025年8月19日，公司将暂时补充流动资 ...

Group 1 - The core viewpoint of the news is that Junya Technology (603386) has shown a positive performance in both stock price and financial results, indicating potential growth opportunities [1][3] - As of August 15, 2025, Junya Technology's stock closed at 14.92 yuan, up 3.18%, with a trading volume of 137,300 hands and a transaction amount of 202 million yuan [1] - The company reported total revenue of 592 million yuan for Q1 2025, representing a year-on-year growth of 22.11%, and a net profit of 15.10 million yuan, which is a significant increase of 194.55% year-on-year [1] Group 2 - Junya Technology has made investments in 10 companies and participated in 5 bidding projects, showcasing its active engagement in the market [2] - The company holds 124 patents and has 6 trademark registrations, indicating a strong focus on intellectual property [2] - Junya Technology has 24 administrative licenses, reflecting its compliance and operational capabilities [2]

Group 1 - The demand for high-end PCB (Printed Circuit Board) products has been rapidly increasing, driven by AI server growth [1] - In the A-share market, 97 stocks are involved in the PCB industry chain, with many experiencing significant price increases [1] - Among the 32 PCB concept stocks that have reported their performance for the first half of the year, over 70% have shown positive results, with 16 stocks reporting year-on-year profit growth [1] Group 2 - Notable companies with significant profit growth include Shengyi Technology (生益科技) with a 50% increase, Guanghua Technology (光华科技) with a 375.05% increase, and Zhong Materials Technology (中材料技) with an 80.77% increase [2] - The total market capitalization of these companies varies, with Shengyi Technology at 100.11 billion and Guanghua Technology at 9.42 billion [2] - Other companies like Junya Technology (骏亚科技) and Zhongjing Electronics (中京电子) have turned losses into profits, indicating a positive trend in the industry [1]

Core Insights - In the past 10 days (from July 18 to July 31), overseas institutions conducted research on 43 listed companies, with Ding Tai Gao Ke being the most focused, receiving attention from 23 overseas institutions [1][2] - A total of 307 companies were researched by institutions, with securities companies leading at 266, followed by fund companies at 220, and overseas institutions at 43 [1] - The average stock price of companies researched by overseas institutions increased by 7.42% over the past 10 days, with the best performer being Henghe Precision, which saw a cumulative increase of 94.43% [1][2] Company Performance - Among the companies that received attention from overseas institutions, four reported mid-term earnings, with Hai Da Group and Su Bo Er showing significant net profit growth [1] - Nine companies issued mid-term earnings forecasts, with four expecting profit increases, two expecting profits, and three expecting losses. Junya Technology had the highest net profit growth forecast at 338.64% year-on-year [1][2] Stock Price Movements - The stock price movements of companies researched by overseas institutions varied, with Henghe Precision and De Fu Technology showing significant increases of 94.43% and 36.25%, respectively [2][3] - Conversely, 15 companies experienced stock price declines, with Hui Cheng Environmental showing the largest drop at 17.47% [1][3]

Company Overview - Junya Technology's main business involves the research, production, and sales of printed circuit boards (PCBs), which are widely used in consumer electronics, communication devices, and automotive electronics [1] - The company operates within the electronic components sector [1] Financial Performance - As of July 29, Junya Technology's stock price was 14.56 yuan, reflecting a decline of 1.89% from the previous trading day, with an intraday fluctuation of 12.26% and a trading volume of 980 million yuan [1] - The company is expected to turn a profit in the first half of 2025, primarily driven by increased demand for high-end PCBs in AI servers and high-speed computing, leading to a higher proportion of high-value-added products [1] Market Activity - On July 29, there was a net outflow of 56.02 million yuan in the main funds for Junya Technology [2]

Market Overview - The A-share market showed high volatility, with the Shanghai Composite Index closing at 3597.94 points, up 0.12% [2] - The Shenzhen Component Index rose 0.44% to 11217.58 points, while the ChiNext Index increased by 0.96% to 2362.60 points [2] - Total trading volume in the Shanghai and Shenzhen markets was 17.423 trillion yuan, a decrease of 45 billion yuan compared to the previous Friday [2] PCB Sector Performance - The AI hardware sector, represented by PCB (Printed Circuit Board) concepts, led the market with significant gains, with multiple stocks hitting the daily limit [3] - Notable performers included Fangbang Shares, Junya Technology, and Pengding Holdings, with Shenghong Technology surging over 17% [3] - At least 10 PCB companies have released half-year performance forecasts, with Shengyi Electronics expecting a net profit increase of 432% year-on-year [3] - The demand for high-end PCBs is rapidly growing due to AI computing needs, with projections indicating a supply-demand gap for AI PCBs by 2026 [3] Non-Bank Financial Sector - The non-bank financial sector, including brokerage and insurance, performed well, with the Shenwan Securities Index rising by 0.68% [4] - Major brokerages like Zhongyin Securities and Huatai Securities saw significant stock price increases, with at least 12 brokerages forecasting over 100% growth in net profit for the first half of the year [4][5] - The insurance sector benefited from economic recovery, with a notable increase in the sales of savings-type products [5] Resource Sector Dynamics - The resource sector experienced significant divergence, with coal, steel, and oil sectors undergoing substantial corrections [6] - Futures markets saw sharp declines in black and new energy commodities, with major contracts for coking coal and lithium carbonate hitting the daily limit down [6] - Several brokerages have warned of trading risks in the resource sector, suggesting that the recent price surges were driven by policy expectations and market sentiment [6] Investment Themes - In the medium to long term, institutions suggest focusing on undervalued sectors within the "anti-involution" theme, including polyurethane, LED, and semiconductor precursor materials [7] - The "anti-involution" theme has begun to expand, with specific commodities like red dates experiencing price fluctuations [7]

Core Viewpoint - Junya Technology (603386.SH) is actively expanding its customer base both domestically and internationally, focusing on the supply of PCBs for AI servers and computer motherboards, with a goal to increase revenue share by 2026 depending on various factors [1] Group 1 - The company has long been supplying computer motherboards and is now focusing on the more specialized field of AI servers [1] - Junya Technology's PCBs are utilized in products from several well-known robotics clients, indicating a strong presence in the robotics sector [1] - The company aims to continue advancing its market expansion in AI applications and robotics [1]

Core Viewpoint - The company has announced the return of part of the temporarily used funds from its raised capital, ensuring compliance with regulations and maintaining transparency in its financial practices [1][2]. Group 1: Fund Management - The company has approved the use of up to RMB 36 million of idle raised funds to temporarily supplement its working capital, with a commitment to return the funds within 12 months [1]. - As of the announcement date, the total amount of returned temporarily used funds is RMB 36 million, leaving a remaining balance of RMB 59 million for temporary working capital [2]. Group 2: Compliance and Disclosure - The company has notified its sponsor institution and representative regarding the return of the funds, ensuring adherence to disclosure obligations [1][2]. - The company will return the temporarily used funds to the designated account within the stipulated timeframe and will fulfill its information disclosure responsibilities promptly [2].