格隆汇11月14日丨ST思科瑞(688053.SH)在投资者互动平台表示,公司海南项目当前进展顺利，已于2023 年9月完成子公司设立并取得营业执照，目前已与文昌市自然资源和规划局签订了《文昌市国有建设用 地使用权挂牌出让成交确认书》。根据文昌航天城规划，配套检测中心预计2026年底初步形成检测能 力，与下游客户（如卫星超级工厂、火箭产业园）的需求节奏同步。订单方面，当前军工行业需求呈现 边际改善迹象，检测订单有望回升，公司在市场开拓方面有一定的成效。 ...

格隆汇11月14日丨ST思科瑞(688053.SH)在投资者互动平台表示,公司海南项目当前进展顺利，已于2023 年9月完成子公司设立并取得营业执照，目前已与文昌市自然资源和规划局签订了《文昌市国有建设用 地使用权挂牌出让成交确认书》。根据文昌航天城规划，配套检测中心预计2026年底初步形成检测能 力，与下游客户（如卫星超级工厂、火箭产业园）的需求节奏同步。订单方面，当前军工行业需求呈现 边际改善迹象，检测订单有望回升，公司在市场开拓方面有一定的成效。 ...

Core Viewpoint - The company plans to utilize part of its idle raised funds for cash management, with a maximum amount of RMB 600 million, ensuring that it does not affect the implementation of fundraising projects and guarantees the safety of the raised funds [2][4][11]. Summary by Sections Basic Situation - Chengdu Sike Rui Microelectronics Co., Ltd. convened its 16th meeting of the second board of directors and the 11th meeting of the second supervisory board on October 29, 2025, to approve the proposal for cash management using idle raised funds [2]. - The total amount raised from the initial public offering (IPO) was RMB 1,388.25 million, with a net amount of RMB 1,252.51 million after deducting issuance costs [2]. Use of Raised Funds - The company disclosed that due to the construction cycle of fundraising investment projects, there is a temporary idle situation with part of the raised funds [3]. - The company aims to improve the efficiency of fund usage without affecting the normal operation of fundraising projects [4]. Investment Amount and Duration - The maximum amount for cash management is set at RMB 600 million, with an investment duration not exceeding 12 months [5][11]. Source of Funds - The source of the funds for cash management will be the raised funds [6]. Implementation Method - The board of directors has authorized the chairman and financial department staff to handle related matters within the specified limits and duration [7]. Types of Investment Products - The company will invest in high-safety, high-liquidity, and principal-protected investment products, including structured deposits, time deposits, notice deposits, and large-denomination certificates of deposit [8]. Information Disclosure - The company will comply with relevant regulations and timely fulfill information disclosure obligations [9]. Distribution of Cash Management Earnings - Earnings from cash management will be used to supplement insufficient investment amounts for fundraising projects and for the company's daily operational liquidity [10]. Impact on Daily Operations - The planned cash management will not affect the normal turnover of funds or the operation of fundraising investment projects, and it aims to enhance the efficiency of fund usage and increase returns for shareholders [11]. Review Procedures - The proposal for cash management was approved by the board of directors and the supervisory board, ensuring compliance with relevant regulations [14].

Core Points - ST Sike Rui (688053.SH) closed at 29.92 yuan, with a decline of 2.48%, currently in a risk warning status [1] - The company received an administrative penalty notice from the China Securities Regulatory Commission on September 19, 2025, leading to the implementation of risk warnings and a name change to ST Sike Rui [1] - The stock was suspended from trading on September 22, 2025, with risk warnings starting on September 23, 2025 [1] Fundraising and Financials - Sike Rui raised a total of 138,825.00 million yuan from its initial public offering, with a net amount of 125,250.66 million yuan, exceeding the original plan by 63,394.25 million yuan [2] - The company initially planned to raise 61,856.41 million yuan for various projects, including testing bases and a research and development center [2] - The total issuance costs amounted to 13,574.34 million yuan, with China Galaxy Securities receiving 10,760.38 million yuan for underwriting and sponsorship fees [2]

Core Viewpoint - ST Sike Rui (688053.SH) is making significant progress on its Hainan project, having established a subsidiary and obtained a business license as of September 2023 [1] Group 1: Project Progress - The company has signed the "Confirmation of Transaction for the Transfer of State-owned Construction Land Use Rights" with the Wenchang Natural Resources and Planning Bureau [1] - A testing center is expected to achieve preliminary testing capabilities by the end of 2026, aligning with the demand from downstream clients such as satellite super factories and rocket industrial parks [1] Group 2: Client Engagement - The company has reached preliminary cooperation intentions with multiple clients in the aerospace industry chain, with specific orders expected to materialize as production capacity is released [1] Group 3: Regulatory Compliance - The company plans to seize new opportunities arising from the Hainan Free Trade Port's closure and will adhere strictly to relevant laws and regulations for information disclosure, ensuring that all investors receive timely updates on the company's developments and decisions [1]

Core Viewpoint - ST Sike Rui is a leading provider of reliability testing services for military electronic components in China, with high investment value due to its comprehensive testing capabilities and professional technical team [1] Group 1: Business Overview - ST Sike Rui was established on December 19, 2014, and listed on the Shanghai Stock Exchange on July 8, 2022, with its registered and office location in Sichuan Province [1] - The company's main business includes reliability testing services for military electronic components, covering testing and reliability screening, destructive physical analysis, failure analysis, and reliability management technical support [1] Group 2: Financial Performance - For Q3 2025, ST Sike Rui reported revenue of 147 million, ranking 56th among 64 companies in the industry, significantly lower than the top company, AVIC Chengfei, which reported 48.286 billion, and the second, AVIC Optoelectronics, at 15.838 billion [2] - The main business composition includes reliability testing screening at 93.31 million, accounting for 92.39%, technical development and other services at 5.858 million, accounting for 5.80%, and DPA at 1.8255 million, accounting for 1.81% [2] - The net profit for the same period was -3.0122 million, ranking 35th in the industry, far behind the top companies [2] Group 3: Financial Ratios - As of Q3 2025, ST Sike Rui's debt-to-asset ratio was 7.80%, up from 5.99% the previous year, significantly lower than the industry average of 32.84% [3] - The gross profit margin for Q3 2025 was 40.23%, slightly down from 41.54% the previous year, but still above the industry average of 34.84% [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 7.30% to 4,787, while the average number of circulating A-shares held per household increased by 149.29% to 20,900 [5]

Group 1 - The core viewpoint of the article highlights ST Sike Rui's financial performance in Q3 2025, showing a significant increase in revenue but a notable decrease in net profit [1] - For the first three quarters of 2025, the company's revenue reached approximately 147 million yuan, representing a year-on-year increase of 47.67% [1] - The net profit attributable to shareholders of the listed company was approximately 810,000 yuan, reflecting a year-on-year decrease of 52.55% [1] Group 2 - As of the report, ST Sike Rui's market capitalization stands at 3.1 billion yuan [1]

Group 1 - The company ST Sike Rui (SH 688053) announced a total credit impairment loss and asset impairment loss of RMB 2.8041 million for the third quarter of 2025, impacting the total profit of the consolidated financial statements by the same amount [1] - For the first half of 2025, the company's revenue composition is entirely from the testing service industry, accounting for 100.0% [1] - As of the report date, ST Sike Rui has a market capitalization of RMB 3.1 billion [1]

证券代码：688053 证券简称：ST思科瑞 公告编号：2025-045 成都思科瑞微电子股份有限公司 关于 2025 年第三季度计提资产减值准备的公告 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、准确性和完整性依法承担法律责任。 为真实反映公司的财务状况、资产价值及经营情况，根据《企业会计准则》以 及公司会计政策、会计估计的相关规定，本着谨慎性原则，公司对合并报表范围内 截至2025年9月30日的存货进行了减值测试。经测试，2025年第三季度计提资产减值 损失-10.84万元，其中存货跌价损失-10.84万元。 三、本次计提减值准备对公司的影响 2025年第三季度，公司合并报表口径计提信用减值损失和资产减值损失合计人 民币280.41万元，对公司2025年第三季度合并报表利润总额影响280.41万元。 根据《企业会计准则》和相关会计政策的相关规定，结合公司的实际情况，为 了真实、准确地反映公司2025年第三季度的财务状况和经营成果，基于谨慎性原则， 公司拟对截至2025年9月30日合并报表范围内可能发生信用及资产减值损失的有关资 产计提资产减值准备。 ...

证券代码：688053 证券简称：ST 思科瑞 公告编号：2025-044 成都思科瑞微电子股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 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。 重要内容提示： 基本情况 二、募集资金使用情况 根据公司披露的《招股说明书》以及《成都思科瑞微电子股份有限公司关于 部分募投项目调整部分建设内容及内部投资结构、延期的公告》（公告编号： 2024-038），公司首次公开发行股票募集资金投资项目及募集资金使用计划如下： | 投资金额 | 不超过 6 亿元（含本数） | | --- | --- | | 投资种类 | 安全性高、流动性好、期限不超过 12 个月（含）、保 本型的投资产品（仅限于结构性存款、定期存款、通 | | | 知存款、大额存单） | | 资金来源 | 募集资金 | 已履行的审议程序 成都思科瑞微电子股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日召开了公司第二届董事会第十六次会议、第二届监事会第十一次 会议，审议通过了《关于使用部分闲置募集资金进行现 ...