证券代码：688093 证券简称：世华科技 公告编号：2026-005 苏州世华新材料科技股份有限公司 向特定对象发行股票限售股上市流通的公告 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。 一、本次上市流通的限售股类型 重要内容提示： 转增导致股本数量变化的情况。 本次股票上市类型为向特定对象发行股份；股票认购方式为网下，上市股 数为17,751,479股。 本次股票上市流通总数为17,751,479股。 本次股票上市流通日期为2026 年 3 月 19 日。 根据中国证券监督管理委员会于 2025 年 8 月 13 日出具的《关于同意苏州世 华新材料科技股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕 1714 号），同意公司向特定对象发行股票的注册申请。本次发行新增股份 17,751,479 股已于 2025 年 9 月 19 日在中国证券登记结算有限责任公司上海分公司办理完毕 股份登记手续。截至本公告披露日，公司总股本为 280,382,791 股，其中有限售条 件流通股数量为 17,751,479 ...

华泰联合证券有限责任公司 关于苏州世华新材料科技股份有限公司 向特定对象发行股票限售股上市流通的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为苏州世华新材料科技股份有限公司（以下简称"世华科技"或"公司"）2025 年度向特定对象发行 A 股股票并在科创板上市及后续持续督导保荐人，根据《证 券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证 券交易所科创板上市公司自律监管指引第 1 号——规范运作》等相关法律法规和 规范性文件的规定，对世华科技向特定对象发行股票限售股上市流通事项进行了 审慎核查，并发表本核查意见，具体情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2025 年 8 月 13 日出具的《关于同意苏州世 华新材料科技股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕 1714 号），同意公司向特定对象发行股票的注册申请。本次发行新增股份 17,751,479 股已于 2025 年 9 月 19 日在中国证券登记结算有限责任公司上海分公 司办理完毕股份登记手续。截至本核查意见出具日，公司总股本为 280, ...

Core Viewpoint - In February 2025, nine companies in the display industry chain released their performance reports, highlighting varying revenue growth and profitability trends across the sector [1]. Group 1: Company Performance Summaries - Longteng Optoelectronics reported a revenue of 2.499 billion yuan, a decrease of 26.79% year-on-year, with a net profit of -208 million yuan, indicating operational challenges due to a competitive market environment [4][5]. - Luvi Optoelectronics achieved a revenue of 1.155 billion yuan, up 31.94% year-on-year, and a net profit of 251 million yuan, driven by strong downstream demand and improved operational management [6][7]. - Lite Optoelectronics recorded a revenue of 552 million yuan, a 17.05% increase, with a net profit of 220 million yuan, attributed to rising sales of OLED terminal materials [8][9]. - Aolaide reported a revenue of 577 million yuan, an 8.27% increase, but a net profit decline of 11.09% due to increased marketing and R&D expenses [10][11]. - Jinghe Integration achieved a revenue of 10.885 billion yuan, a 17.69% increase, with a net profit of 696 million yuan, supported by high demand in the semiconductor sector [14][15]. - Weida Optoelectronics expected a revenue of 212 million yuan, a decrease of 2.28%, with a significant net profit decline of 159.51% due to increased production costs and lower average selling prices [17][19]. - Eight Billion Space reported a revenue of 871 million yuan, an 18.13% increase, with a net profit of 78.32 million yuan, despite a decline in net profit after excluding non-recurring items [21][23]. - Tiande Yu achieved a revenue of 2.19 billion yuan, a 4.17% increase, but a net profit decline of 15.05%, influenced by market demand fluctuations [25][26]. - Shihua Technology reported a revenue of 1.087 billion yuan, a 36.75% increase, with a net profit of 399 million yuan, primarily due to increased product sales [28][29]. Group 2: Industry Trends and Insights - The display industry is experiencing a restructuring of the supply chain, with companies focusing on innovation in emerging applications such as electronic paper and AI displays to enhance product value [5]. - The semiconductor sector's recovery is positively impacting companies like Jinghe Integration, which is expanding its production capacity and product applications [15]. - Companies are increasingly investing in R&D to maintain competitive advantages and adapt to market changes, as seen in Aolaide's increased expenses for marketing and development [10][11].

Financial Performance Summary - In 2025, the company achieved total operating revenue of 1,086.73 million RMB, representing a year-on-year growth of 36.75% [4] - The net profit attributable to the parent company was 398.91 million RMB, with a year-on-year increase of 42.64% [4] - As of the end of the reporting period, total assets amounted to 2,956.78 million RMB, and equity attributable to the parent company was 2,790.68 million RMB, reflecting growth of 38.92% and 42.49% respectively compared to the beginning of the period [4] Key Financial Metrics Changes - The company reported significant increases in various financial metrics, including total operating revenue, operating profit, total profit, net profit attributable to the parent company, and basic earnings per share, with growth rates of 36.75%, 44.49%, 43.87%, 42.64%, and 39.25% respectively, primarily driven by increased product sales [5] - Total assets, equity attributable to the parent company, and net asset value per share also saw substantial growth, with increases of 38.92%, 42.49%, and 33.38% respectively, mainly due to funds raised from a specific stock issuance [5]

Core Viewpoint - The company achieved significant revenue and profit growth in the 2025 fiscal year, indicating a strong performance driven by strategic initiatives in market development and innovation [1] Financial Performance - The company reported total revenue of 1.087 billion yuan, representing a year-on-year increase of 36.75% [1] - The net profit attributable to the parent company was 399 million yuan, reflecting a year-on-year growth of 42.64% [1] Strategic Focus - The company is concentrating on new market development, application expansion, technological innovation, and opportunities for domestic substitution [1] - These strategic focuses have led to continuous optimization of the company's product structure, customer structure, and business structure, contributing to stable growth in performance [1]

Core Viewpoint - The company reported a robust performance for the fiscal year 2025, with significant growth in both revenue and net profit, driven by strategic focus on new market development, application expansion, technology innovation, and domestic substitution opportunities [1] Financial Performance - The total operating revenue for the year reached 1.087 billion yuan, representing a year-on-year increase of 36.75% [1] - The net profit attributable to the parent company was 399 million yuan, reflecting a year-on-year growth of 42.64% [1] Strategic Focus - The company concentrated on developing new markets, expanding applications, innovating technologies, and seizing domestic substitution opportunities [1] - This strategic focus contributed to the continuous optimization of the company's product structure, customer structure, and business structure, leading to steady growth in performance and healthy financial development [1]

Core Viewpoint - Shihua Technology announced a significant increase in both revenue and net profit for the fiscal year 2025, indicating strong financial performance and growth potential [2] Financial Performance - The total operating revenue for 2025 is projected to reach 1,086.73 million yuan, representing a year-on-year growth of 36.75% [2] - The net profit attributable to the parent company's shareholders is expected to be 398.91 million yuan, reflecting a year-on-year increase of 42.64% [2]

Core Viewpoint - Shihua Technology (688093.SH) reported a significant increase in both revenue and net profit for the fiscal year 2025, indicating strong business performance and growth potential [1] Financial Performance - The company achieved total operating revenue of 1.087 billion yuan, representing a year-on-year growth of 36.75% [1] - The net profit attributable to the parent company was 399 million yuan, reflecting a year-on-year increase of 42.64% [1]

Financial Performance - Total revenue for 2025 reached CNY 1,086.73 million, a year-on-year increase of 36.75%[2] - Net profit attributable to shareholders of the parent company was CNY 398.91 million, up 42.64% compared to the previous year[2] - Basic earnings per share increased to CNY 1.49, reflecting a growth of 39.25%[2] - The net profit excluding non-recurring gains and losses was CNY 385.66 million, a 48.73% increase year-on-year[2] Assets and Equity - Total assets at the end of the reporting period amounted to CNY 2,956.78 million, a growth of 38.92% from the beginning of the period[2] - Shareholders' equity attributable to the parent company rose to CNY 2,790.68 million, an increase of 42.49%[2] Return on Investment - The weighted average return on net assets improved to 17.52%, up by 3.22 percentage points[2] Growth Drivers - The increase in revenue and profit was primarily driven by higher product sales[6] - The company completed a private placement of shares, contributing to the growth in total assets and equity[6] Strategic Focus - The company is focusing on new market development, application expansion, and technological innovation to optimize its product and customer structure[5]

Core Viewpoint - The company reported significant growth in revenue and net profit for the fiscal year 2025, driven by increased product sales [1] Financial Performance - The company achieved total operating revenue of 1.087 billion yuan, representing a year-on-year increase of 36.75% [1] - The net profit attributable to the owners of the parent company reached 399 million yuan, reflecting a year-on-year growth of 42.64% [1] Asset Growth - Total assets increased to 2.957 billion yuan, marking a growth of 38.92% [1] - Equity attributable to the owners of the parent company rose to 2.791 billion yuan, with an increase of 42.49% [1] Fundraising Impact - The growth in revenue and profit was primarily supported by the completion of a stock issuance to specific investors, which contributed to the influx of funds [1]