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天准科技H1亏 正拟可转债募8.7亿IPO募12亿去年业绩降
Zhong Guo Jing Ji Wang· 2025-08-13 03:28
中国经济网北京8月13日讯天准科技(688003.SH)近日披露2025年半年度报告。 2025年1-6月,公司实现营业收入5.97亿元,同比增长10.32%;归属于上市公司股东的净利润为-1,419.23 万元,上年同期为-2,624.53万元;归属于上市公司股东的扣除非经常性损益的净利润为-2,267.59万元, 上年同期为-2,453.12万元;经营活动产生的现金流量净额为2,925.60万元,上年同期为-4,609.32万元。 | | | | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | 本报告期比上 年同期增减(%) | | --- | --- | --- | --- | | 营业收入 | 596, 882, 369. 18 | 541, 034, 503. 40 | 10. 32 | | 利润总额 | -33.707. 442. 69 | -48.275.043.28 | 不适用 | | 归属于上市公司股东的净利润 | -14, 192, 273. 82 | -26, 245, 342. 57 | 不适用 | | 归属于上市公司股东的扣除非经常性 损益的净利润 | -22.675.9 ...
天准科技2025年中报简析:营收上升亏损收窄,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-12 22:38
据证券之星公开数据整理,近期天准科技(688003)发布2025年中报。截至本报告期末,公司营业总收 入5.97亿元,同比上升10.32%,归母净利润-1419.23万元,同比上升45.92%。按单季度数据看,第二季 度营业总收入3.78亿元,同比上升8.76%,第二季度归母净利润1810.56万元,同比上升54.07%。本报告 期天准科技公司应收账款体量较大,当期应收账款占最新年报归母净利润比达351.85%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率34.81%,同比减7.95%,净利率-2.39%,同比增 50.76%,销售费用、管理费用、财务费用总计1.33亿元,三费占营收比22.24%,同比减3.29%,每股净 资产9.58元,同比增4.54%,每股经营性现金流0.15元,同比增163.34%,每股收益-0.07元,同比增 46.13% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 5.41亿 | 5.971Z | 10.32% | | 归母浄利润(元) | -2624.53万 | -1419 ...
天准科技2025年中报:营收增长但净利润仍为负,现金流改善显著
Zheng Quan Zhi Xing· 2025-08-12 22:21
Core Insights - The core viewpoint of the report indicates that Tianzhun Technology (688003) has shown revenue growth in its 2025 mid-year report, but it continues to face challenges in profitability despite improvements in net profit figures [2][3]. Operational Overview - As of the end of the reporting period, the total operating revenue reached 597 million yuan, reflecting a year-on-year increase of 10.32%. However, the net profit attributable to shareholders was -14.19 million yuan, although this represents a 45.92% year-on-year improvement, the company remains in a loss position. The non-recurring net profit was -22.68 million yuan, up 7.56% year-on-year, indicating that while revenue is growing, profitability has not fully recovered [2]. Quarterly Performance - In the second quarter, total operating revenue was 378 million yuan, a year-on-year increase of 8.76%. The net profit attributable to shareholders was 18.11 million yuan, up 54.07% year-on-year. The non-recurring net profit was 15.58 million yuan, reflecting a 45.53% year-on-year increase, showing significant improvement in the latter half of the first half of the year [3]. Key Financial Metrics - The total of selling, administrative, and financial expenses was 133 million yuan, accounting for 22.24% of revenue, which is a decrease of 3.29% year-on-year [4]. - The gross margin was 34.81%, down 7.95% year-on-year, while the net margin was -2.39%, an increase of 50.76% year-on-year [8]. Cash Flow - The operating cash flow per share was 0.15 yuan, representing a significant increase of 163.34% year-on-year, indicating a notable improvement in the company's cash flow situation [5]. Asset and Liability Management - Cash and cash equivalents amounted to 676 million yuan, a year-on-year increase of 131.61%. Accounts receivable stood at 439 million yuan, up 4.60% year-on-year, which raises concerns as it represents 351.85% of the latest annual net profit, highlighting potential risks in accounts receivable recovery [9][11]. - Interest-bearing liabilities totaled 906 million yuan, an increase of 51.16% year-on-year, with an interest-bearing asset-liability ratio of 22.78%, indicating potential debt pressure [9]. Revenue Composition - Revenue from visual measurement equipment was 226 million yuan, accounting for 37.87% of total revenue, with a gross margin of 48.74%. Revenue from visual process equipment was 241 million yuan, making up 40.34% of total revenue, with a gross margin of 24.55%. Revenue from intelligent driving solutions was 65.27 million yuan, accounting for 10.93% of total revenue, with a gross margin of 29.19%. Revenue from visual inspection equipment was 64.76 million yuan, representing 10.85% of total revenue, with a gross margin of 30.00% [9].
AIPCB行业点评:PCB扩产持续,设备耗材同步受益
Shenwan Hongyuan Securities· 2025-08-12 03:42
Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market [2][9]. Core Insights - The PCB industry is experiencing continuous expansion driven by the demand for AI computing infrastructure, with major companies like Huadian and Shenghong investing significantly in new projects [3]. - The expansion is primarily focused on high-layer HDI boards, leading to increased requirements for equipment quantity and pricing [3]. - The exposure segment of PCB equipment, which accounts for 10%-15% of the total equipment value, is seeing higher demand for advanced exposure equipment due to stricter requirements from high-end PCB boards [3]. - The drilling segment, which constitutes about 25% of PCB equipment value, is benefiting from the increasing complexity of PCB designs, with a shift towards laser drilling technology [3]. - The PCB drill needle market is experiencing growth due to the surge in AI demand, prompting manufacturers to expand production capacity [3]. - The electroplating segment, which represents around 10% of PCB equipment value, is seeing increased demand for high-end equipment as AI applications require thicker copper and finer lines [3]. Summary by Sections PCB Expansion - Continuous expansion in the PCB sector is driven by AI computing needs, with significant investments from leading companies [3]. Exposure Equipment - Exposure equipment is critical for high-end PCB production, with domestic companies improving their capabilities to meet rising demands [3]. Drilling Equipment - The drilling process is evolving with a shift towards laser technology, driven by the need for smaller apertures and tighter tolerances in PCB manufacturing [3]. Drill Needles - The demand for high-quality drill needles is increasing, with manufacturers ramping up production to meet the needs of upgraded AI server PCBs [3]. Electroplating Equipment - The demand for advanced electroplating equipment is growing, particularly for high-end applications in the AI sector [3].
苏州天准科技股份有限公司2025年半年度报告摘要
Shang Hai Zheng Quan Bao· 2025-08-11 19:09
Group 1 - The semi-annual report summary is derived from the full semi-annual report, and investors are encouraged to read the complete report for a comprehensive understanding of the company's operational results, financial status, and future development plans [1] - The board of directors, supervisory board, and senior management guarantee the authenticity, accuracy, and completeness of the semi-annual report, and they bear individual and joint legal responsibilities for any false records, misleading statements, or significant omissions [1] - The report period's profit distribution plan or capital reserve transfer to increase share capital has not been proposed [2] Group 2 - The company does not have any special arrangements for corporate governance or other significant matters [2] - The report does not include any significant changes in the company's operating conditions during the reporting period, nor does it mention any events that have had or are expected to have a significant impact on the company's operations [3]
天准科技: 2025年半年度报告摘要
Zheng Quan Zhi Xing· 2025-08-11 16:16
无。 □适用 √不适用 苏州天准科技股份有限公司 苏州天准科技股份有限公司2025 年半年度报告摘要 第一节 重要提示 规划,投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施,敬请查阅本报告 "第三节 管理层讨论与分析/五、风险因素"部分。 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。 苏州天准科技股份有限公司2025 年半年度报告摘要 公司代码:688003 公司简称:天准科技 第二节 公司基本情况 公司股票简况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简称 上海证券交易所科 A股 天准科技 688003 不适用 创板 公司存托凭证简况 □适用 √不适用 联系人和联系方式 联系人和联系方式 董事会秘书(信息披露境内代表) 证券事务代表 姓名 杨聪 赵海蒙 苏州天准科技股份有限公司2025 年半年度报告摘要 电话 0512-62399021 0512-62399021 办公地址 苏州高新区五台山路188号 苏州高新区五台山路188号 电子信箱 ir@tzte ...
天准科技: 关于公司2025年度“提质增效重回报”行动方案的半年度评估报告
Zheng Quan Zhi Xing· 2025-08-11 16:16
苏州天准科技股份有限公司 在智能驾驶领域,公司业务稳步推进,其中具身智能控制器业务显著增长。 定增长。在商用车的重卡领域完成对主要客户的覆盖,抢占了市场先机。在具身 智能领域,自发布人形机器人专用的高性能具身智能控制器-星智 001 之后,2025 年上半年人形机器人控制器业务显著增长,已经获得多个知名客户的订单。其中, 与某头部人形机器人客户持续深度合作,已取得其首批 1400 万元订单。 在 PCB 领域,随着 PCB 行业的进一步回暖和公司产品成熟度的不断提升,2025 年上半年公司 PCB 业务继续保持增长,尤其是 LDI 设备的客户覆盖持续扩大和客 户结构持续优化,实现收入增长超过 50%。 在技术平台建设方面,公司持续大力推进 AI 大模型在工业检测领域的应用, 构建了百万量级高质量缺陷数据库和数十个项目数据评估集,在最新开源大模型 技术驱动下自主研发了工业质检大模型 VispecVLM 及其垂直场景应用大模型,模 型泛化能力和细微缺陷识别能力达到行业领先水平,并入选苏州市级培育人工智 能大模型。在工业质检大模型基础上,通过大模型知识蒸馏技术不断提升预训练 效率,并结合工业质检大模型与扩散模型进行 ...
上市公司动态 | 万华化学上半年净利降25.10%,卫星化学上半年净利增33.44%,圣农发展7月销售同比增22.02%
Sou Hu Cai Jing· 2025-08-11 15:11
Group 1 - Wanhua Chemical reported a 25.10% decrease in net profit for the first half of 2025, with revenue of 90.90 billion yuan, down 6.35% year-on-year [1][2] - The company's net profit attributable to shareholders was 6.12 billion yuan, while the net profit excluding non-recurring items was 6.24 billion yuan, both showing significant declines [1][2] - Despite challenges such as weak international demand and geopolitical tensions, the chemical industry in China maintained stable development due to domestic consumption upgrades and diversified export markets [2] Group 2 - Satellite Chemical achieved a 33.44% increase in net profit for the first half of 2025, with total assets reaching 69.30 billion yuan, up 5.58% year-on-year [4][5] - The company reported revenue of 23.46 billion yuan, a 20.93% increase compared to the previous year, demonstrating resilience in a complex environment [4][5] - The company is focusing on technological innovation and plans to invest 3 billion yuan in high-performance catalyst projects [5] Group 3 - Shengnong Development reported a 22.02% increase in sales revenue for July 2025, reaching 2.13 billion yuan, with significant growth in both poultry and processed meat segments [6][7] - The company noted a strong performance in high-value channels, with retail channel revenue growing over 30% year-on-year [7] Group 4 - Desay SV reported a 45.82% increase in net profit for the first half of 2025, with revenue of 14.64 billion yuan, up 25.25% year-on-year [8] - The smart cockpit and smart driving businesses contributed significantly to the revenue growth, with sales of 9.46 billion yuan and 4.15 billion yuan respectively [8] Group 5 - New Qianglian reported a remarkable 496.60% increase in net profit for the first half of 2025, with revenue of 2.21 billion yuan, up 108.98% year-on-year [16] - The company demonstrated strong growth in its financial performance, indicating effective operational strategies [16] Group 6 - Fuda Co. reported a 98.77% increase in net profit for the first half of 2025, with revenue of 937 million yuan, up 30.26% year-on-year [18] - The company showed significant growth in net profit excluding non-recurring items, indicating strong operational performance [18] Group 7 - Tianzhun Technology reported a revenue increase of 10.32% for the first half of 2025, reaching 597 million yuan, but still recorded a net loss of 14 million yuan [19] - The company’s total assets grew by 9.99% year-to-date, indicating a positive trend in asset management [19] Group 8 - Huafeng Chemical reported a 35.23% decrease in net profit for the first half of 2025, with revenue of 12.14 billion yuan, down 11.7% year-on-year due to industry downturns [28] - The company faced challenges with declining product prices across various segments, impacting overall profitability [28] Group 9 - The company Zhishang Technology plans to acquire 99.86% of Hengyang Data for 1.15 billion yuan, focusing on AI and cloud computing solutions [29] - This acquisition aims to enhance the company's capabilities in intelligent computing and data processing [29] Group 10 - Huangshanghuang plans to acquire 51% of Lixing Food for 495 million yuan, which will allow it to gain control over the food manufacturing company [30] - This acquisition is part of the company's strategy to expand its product offerings and market presence [30] Group 11 - Beida Pharmaceutical faces significant revenue and profit declines due to the termination of its business cooperation with Peking University International Hospital, projecting a loss of approximately 600 million yuan in sales [31] - The company is exploring new directions for transformation, but faces uncertainty regarding its future operations [31]
天准科技:2025年上半年实现营业收入596882369.18元
Zheng Quan Ri Bao· 2025-08-11 13:07
(文章来源:证券日报) 证券日报网讯 8月11日晚间,天准科技发布公告称,2025年上半年实现营业收入596,882,369.18元, 同比增长10.32%。 ...
天准科技(688003)8月11日主力资金净流出2978.64万元
Sou Hu Cai Jing· 2025-08-11 12:43
天眼查商业履历信息显示,苏州天准科技股份有限公司,成立于2009年,位于苏州市,是一家以从事仪 器仪表制造业为主的企业。企业注册资本19244.5万人民币,实缴资本6400万人民币。公司法定代表人 为徐一华。 通过天眼查大数据分析,苏州天准科技股份有限公司共对外投资了15家企业,参与招投标项目67次,知 识产权方面有商标信息77条,专利信息803条,此外企业还拥有行政许可26个。 来源:金融界 资金流向方面,今日主力资金净流出2978.64万元,占比成交额9.17%。其中,超大单净流出1964.52万 元、占成交额6.05%,大单净流出1014.12万元、占成交额3.12%,中单净流出流入3952.01万元、占成交 额12.16%,小单净流出973.37万元、占成交额3.0%。 天准科技最新一期业绩显示,截至2025中报,公司营业总收入5.97亿元、同比增长10.32%,归属净利润 1419.23万元,同比增长45.92%,扣非净利润2267.59万元,同比增长7.56%,流动比率1.487、速动比率 0.788、资产负债率53.25%。 金融界消息 截至2025年8月11日收盘,天准科技(688003)报收 ...