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7月17日，公司将暂时补充流动资金的550万元闲置募集资金提前归还 至公司募集资金专用账户，并已将该归还情况通知了保荐机构和保荐代表人。 证券代码：603386 证券简称：骏亚科技 公告编 ...

Group 1 - The company expects to achieve a turnaround in net profit for the first half of 2025, with an estimated net profit of between 36 million and 42 million yuan [1][2] - The estimated net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between 23 million and 29 million yuan [1][2] - The company reported a total profit of -27.6173 million yuan and a net profit attributable to shareholders of -16.3427 million yuan for the same period last year [1] Group 2 - The increase in PCB business compared to the same period last year has contributed to the rise in operating income and gross margin [1] - Continuous improvements in cost management and a decrease in period expenses have positively impacted the company's performance [1]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company forecasts a significant turnaround to profitability in H1 2025, with net profit attributable to shareholders estimated between RMB 36 million and RMB 42 million H1 2025 Performance Forecast | Metric | Estimated Amount (RMB) | | :--- | :--- | | **Net Profit Attributable to Shareholders** | RMB 36.00 million to RMB 42.00 million | | **Net Profit Attributable to Shareholders (Excluding Non-recurring Items)** | RMB 23.00 million to RMB 29.00 million | - Compared to the same period last year, the company expects to achieve a turnaround from loss to profit in the first half of 2025[3](index=3&type=chunk) - This performance forecast represents preliminary calculations by the company's finance department and has not been audited by a certified public accountant[3](index=3&type=chunk) [Prior Period Performance Review](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) In the prior year's corresponding period, the company reported a loss, with net profit attributable to shareholders at RMB -16.34 million and diluted EPS at RMB -0.05 H1 2024 Key Financial Data | Metric | H1 2024 Data | | :--- | :--- | | **Total Profit** | RMB -27.62 million | | **Net Profit Attributable to Shareholders** | RMB -16.34 million | | **Net Profit Attributable to Shareholders (Excluding Non-recurring Items)** | RMB -28.63 million | | **Earnings Per Share (EPS)** | RMB -0.05 | [Analysis of Forecasted Profitability](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E7%9B%88%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The forecasted profitability is primarily driven by growth in core business and effective cost control, leading to increased PCB business volume, revenue, and gross margin, alongside reduced period expenses - The company's core **PCB business** experienced year-over-year growth, driving an increase in both operating revenue and gross margin[7](index=7&type=chunk) - Continuous improvements in cost management led to a year-over-year decrease in **period expenses**, positively impacting performance[7](index=7&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA%20%26%20%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company emphasizes that this preliminary, unaudited performance forecast is subject to final financial data in the official H1 2025 report, urging investors to exercise caution regarding investment risks - This performance forecast is a preliminary calculation by the company's finance department based on its professional judgment and has not been audited by a certified public accountant[8](index=8&type=chunk) - The company advises investors that the final financial data will be based on the officially disclosed H1 2025 semi-annual report, and investment risks should be noted[9](index=9&type=chunk)

Core Viewpoint - Junya Technology (603386) is expected to turn a profit in the first half of 2025, with net profit attributable to shareholders projected between 36 million to 42 million yuan, and net profit excluding non-recurring gains and losses estimated between 23 million to 29 million yuan [1] Financial Performance - The company's PCB business has increased compared to the same period last year, contributing to the rise in operating revenue and gross margin [1] - Improvements in cost management and a decrease in period expenses have positively impacted the company's performance [1]

Core Viewpoint - Junya Technology (603386.SH) faces significant challenges, including declining performance, delayed investment projects, and a lack of competitiveness in the high-layer PCB market, which has led to a three-year consecutive decline in revenue and profit [2][3][10] Financial Performance - The company reported revenues of 2.573 billion yuan in 2022, 2.427 billion yuan in 2023, and projected 2.347 billion yuan in 2024, with net profits of 163 million yuan, 69 million yuan, and a loss of 154 million yuan respectively, indicating a downward trend [2] - The gross margin plummeted from 18.63% in 2022 to 9.30% in 2024, a decrease of 9.33 percentage points [3][6] Market Position and Product Strategy - Junya Technology's core product, PCB, accounted for 88.64% of revenue in 2024, but revenue from PCB declined from 2.34 billion yuan in 2022 to 2.08 billion yuan in 2024 [3][6] - The company has a low presence in high-layer PCBs (8 layers and above), with only 9% market share, while competitors have successfully targeted high-growth areas such as AI servers and high-speed communication [4][5] Customer Dependency and Sales Strategy - The company's largest customer, Flex, saw sales drop from 166 million yuan in 2023 to 46.81 million yuan in 2024, forcing Junya to adopt a low-margin domestic sales strategy to maintain production [3][4] Acquisition and Investment Issues - Junya Technology's aggressive acquisitions in 2019 resulted in significant goodwill, but the acquired companies have underperformed, leading to impairment losses [7] - The company initiated a fundraising project in 2021 for a high-precision PCB project, but actual funds raised were only 184 million yuan, with project completion delayed to December 2025 and only 53.63% of the investment made by the end of 2024 [8][9][10]

Core Viewpoint - The company has faced multiple delays in its fundraising project due to various market and economic factors, leading to a cautious approach in capital investment and project implementation [1][2][3] Group 1: Fundraising Project Delays - The company raised a net amount of 184 million RMB from a non-public stock issuance in 2020, intended for an 800,000 square meter smart interconnected high-precision circuit board project, which has been delayed multiple times, now expected to complete by December 2025 [1] - The project has seen a total investment of 23 million RMB in 2024, with 65 million RMB of the raised funds still unreturned as of May 2024 [1] - The company’s monetary funds and long-term borrowings totaled 518 million RMB by the end of 2024 [1] Group 2: Market Environment and Business Development - The consumer electronics market saw a decline of 2.37% in 2023, with a projected compound annual growth rate (CAGR) of only 2.25% from 2023 to 2028, significantly lower than the global electronics CAGR of 5.7% [2] - The company’s products are primarily used in consumer electronics and renewable energy sectors, facing intense competition and longer product certification cycles [2][3] - The company has been cautious in capital investments since Q4 2021, slowing down project implementation to mitigate adverse impacts on performance due to market conditions [3] Group 3: Financial Performance - The company reported a revenue of 234.72 million RMB in 2024, down 3.30% year-on-year, with a net loss of 15.44 million RMB, a significant decline of 325.20% compared to the previous year [5] - The company’s performance has been under pressure due to macroeconomic factors, leading to a cautious approach in project funding and execution [5][6] Group 4: Fund Utilization and Compliance - The company has utilized part of the raised funds for temporary working capital, with a total of 160 million RMB returned to the special account by the end of 2023 [10][12] - The company has ensured that the use of funds complies with regulations, with no evidence of misappropriation or violation of fund usage rules [14]

Core Viewpoint - Guangdong Junya Electronics Technology Co., Ltd. has experienced a decline in revenue and net profit for three consecutive years, with a reported loss in 2024, primarily due to challenges in the printed circuit board (PCB) sector [2][18]. Group 1: Financial Performance - The company's revenue from PCB products decreased from 2.34 billion yuan in 2022 to 2.08 billion yuan in 2024, reflecting a downward trend in profitability [2][16]. - The gross profit margin for PCB products dropped from 16.14% in 2023 to 9.30% in 2024, indicating significant pressure on margins [16][17]. - The company reported a total revenue of 2.20 billion yuan in 2024, down from 2.30 billion yuan in 2023, with a total cost of 1.99 billion yuan [16][19]. Group 2: Customer and Supplier Dynamics - The top ten customers for 2024 accounted for 32.43% of total sales, with significant changes in customer composition due to market conditions [2][6]. - Major customers such as Weichuangli and Souluan experienced order declines due to inventory destocking in the overseas photovoltaic sector and international trade impacts [2][6]. - The top ten suppliers accounted for 50.14% of total purchases, with changes driven by procurement strategy adjustments and supplier performance [6][7]. Group 3: Production and Cost Structure - PCB production volume decreased from 3.11 million square meters in 2023 to 2.97 million square meters in 2024, while sales volume also declined [8][12]. - The cost structure for PCB products remained stable, with direct materials accounting for 66.06% of total costs in 2024, up from 64.37% in 2023 [8][12]. - The average procurement prices for key raw materials such as copper foil and gold salt increased, contributing to higher production costs [11][20]. Group 4: Industry Context - The global PCB market is projected to grow, with a forecasted value of $73.57 billion in 2024, driven by demand in sectors like AI and electric vehicles [13][17]. - The PCB industry faces intense competition, with over 2,200 manufacturers globally, leading to price erosion and margin pressures [14][15]. - Despite a recovery in the PCB market, the company struggles with specific customer demand and competitive pricing strategies, impacting overall profitability [20].

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 2024 年报告的信息披露监管问询函的核查意见 上海证券交易所： 根据贵所出具的《关于广东骏亚电子科技股份有限公司 2024 年年度报告的 信息披露监管问询函》（上证公函【2025】0753 号）（以下简称"年报问询函"） 的要求，民生证券股份有限公司（以下简称"持续督导机构"）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"）非公开发行股票的持 续督导保荐机构，会同公司及相关中介机构，就年报问询函提及的事项逐项进行 了认真讨论、核查与落实，并出具了核查意见如下： 一、年报及相关公告显示，公司 2020 年非公开发行股票募集资金净额 1.84 亿元，拟全部投向"年产 80 万平方米智能互联高精密线路板项目"募投项目。 该项目原定预计完成时间为 2021 年 12 月，先后四次延期至 2022 年 12 月、2023 年 12 月、2024 年 12 月、2025 年 12 月。该项目 2024 年投入 0.23 亿元，截至 2024 年末累计投入 0.99 亿元，投入进度为 53.63%，尚未投入金额 0.85 亿元。 2021 年至 ...

容诚会计师事务所（特殊普通合伙） 总所：北京市西城区阜成门外大街 22 号 1 幢 10 层 1001-1 至 1001-26 (100037) TEL:010-6600 1391 FAX:010-6600 1392 E-mail:bj@rsmchina.com.cn https://www.rsm.global/china/ 关于广东骏亚电子科技股份有限公司 2024 年年度报告的信息披露监管问询函的回复 容诚专字[2025]518Z0638 号 上海证券交易所： 我们收到了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"） 转来的贵所下发的《关于广东骏亚电子科技股份有限公司 2024 年年度报告的信息 披露监管问询函》（上证公函【2025】0753 号）（以下简称"问询函"）。我们已对 问询函中需要会计师发表意见的事项，进行了审慎的核查，现回复如下： 在本《问询函》相关问题的回复中，若合计数与各分项数值相加之和在尾数上 存在差异，均因四舍五入所致。如无特别说明，本回复中使用的简称或名词释义与 《广东骏亚电子科技股份有限公司 2024 年年度报告》一致。 1.年报及前期公告显示，2022年至 2 ...

证券代码：603386 证券简称：骏亚科技 公告编号：2025-025 广东骏亚电子科技股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复 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"）近期收到上海证券交 易所《关于广东骏亚电子科技股份有限公司 2024 年年度报告的信息披露监管问 询函》（上证公函【2025】0753 号）（以下简称"《问询函》"），根据上海证券交 易所的要求，经公司认真分析，现就《问询函》有关问题回复如下： 在本《问询函》相关问题的回复中，若合计数与各分项数值相加之和在尾数 上存在差异，均因四舍五入所致。如无特别说明，本回复中使用的简称或名词释 义与《广东骏亚电子科技股份有限公司 2024 年年度报告》一致。 1.年报及前期公告显示，2022 年至 2024 年公司分别实现营业收入 25.73 亿 元、24.27 亿元、23.47 亿元，归母净利润分别为 1.63 亿元、0.69 亿元、-1.54 亿元，营收、净利润连续三年下降且 20 ...