股票代码：688115 股票简称：思林杰 上市地点：上海证券交易所 广州思林杰科技股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易报告书（草案）摘要 （修订稿） | 项目 | 交易对方 | | --- | --- | | 发行股份及支付现金购买资产 | 王建绘、王建纲、王新和王科等 名交易对 23 | | | 方 | | 配套募集资金 | 不超过 35 名特定投资者 | 独立财务顾问 二〇二五年十月 广州思林杰科技股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案）摘要 上市公司声明 本公司及全体董事、高级管理人员保证本报告书摘要内容的真实、准确、完 整，不存在虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性和完整性 承担个别和连带的法律责任。 本公司全体董事、高级管理人员承诺：如本次交易所披露或提供的信息涉嫌 虚假记载、误导性陈述或者重大遗漏，并被司法机关立案侦查或者被中国证监会 立案调查的，在形成调查结论以前，不转让在上市公司拥有权益的股份，并于收 到立案稽查通知的两个交易日内将暂停转让的书面申请和股票账户提交上市公 司董事会，由董事会代本人向证券交易所和证 ...

关于评估机构的独立性、评估假设前提的合理性、评估方 法与评估目的的相关性以及评估定价的公允性的说明 广州思林杰科技股份有限公司董事会 广州思林杰科技股份有限公司（以下简称"上市公司"或"公司"）拟通 过发行股份及支付现金方式，向王建绘、王建纲、王新和王科等 23 名交易对方 收购青岛科凯电子研究所股份有限公司 71%股份，并募集配套资金（以下简称 "本次交易"）。为本次交易之目的，公司聘请了上海东洲资产评估有限公司 （以下简称"东洲评估"）作为本次交易的评估机构。董事会对本次交易评估 机构独立性、评估假设前提合理性、评估方法与评估目的的相关性及评估定价 公允性进行审查： 1、评估机构的独立性 东洲评估作为上市公司聘请的本次交易的加期评估机构，具有法定资格， 评估机构及其经办评估师与上市公司、标的公司之间除本次交易正常业务往来 之外，不存在其他关联关系，也不存在除专业收费外的现实或可预期的利益关 系或冲突，评估机构具有独立性。 2、评估假设前提的合理性 评估机构和评估人员对标的资产所设定的评估假设前提按照国家有关法 律、法规和规范性文件的规定执行，遵循了市场通用的惯例或准则，符合评估 对象的实际情况，评估假设前 ...

证券代码：688115 证券简称：思林杰 公告编号：2025-061 广州思林杰科技股份有限公司 关于 2025 年第三季度计提资产减值准备及存货报废 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、计提减值准备及存货报废的概述 广州思林杰科技股份有限公司（以下简称"公司"）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，结合公司实际经营情况，为了客观、公 允地反映公司截至 2025 年 9 月 30 日的财务状况和经营成果，公司对存货等资产 进行清查评估，本着谨慎性原则对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，对期末预计无法实现销售和使用的部分存货进行 报废处置，2025 年第三季度公司确认的信用减值损失和资产减值损失共计 510.85 万元,具体情况如下表所示 单位：万元 | 项目 | 2025 | 年第三季度减值损失金额 | | 备注 | | --- | --- | --- | --- | --- | | 信用减值损失 | | | 377.13 | 应收账款、其他 ...

证券代码：688115 证券简称：思林杰 公告编号：2025-060 广州思林杰科技股份有限公司 关于本次交易方案调整不构成重大调整的公告 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。 广州思林杰科技股份有限公司（以下简称"上市公司"或"公司"）拟通过 发行股份及支付现金方式，向王建绘、王建纲、王新和王科等 23 名交易对方收 购青岛科凯电子研究所股份有限公司 71%股份，并募集配套资金（以下简称"本 次交易"）。 一、本次重组方案调整的具体内容 经充分友好协商，本次重组方案调整的具体内容如下： 1 | 调整内容 | 前次方案 | 股东会后第一次方案调整 | | 本次调整方案 | | | | --- | --- | --- | --- | --- | --- | --- | | | 上市公司拟在本次交易中募集 | 上市公司拟在本次交易中募集 | | 上市公司拟在本次交易中募集 | | | | | 配套资金，并通过支付现金方式 | 配套资金，并通过支付现金方式 | | 配套资金，并通过支付现金方式 | | | | | 购买 ...

国联民生证券承销保荐有限公司 关于广州思林杰科技股份有限公司 发行股份及支付现金购买资产并募集配套 资金暨关联交易 之 独立财务顾问报告 （修订稿） 独立财务顾问 二〇二五年十月 国联民生证券承销保荐有限公司 独立财务顾问报告 独立财务顾问声明与承诺 国联民生证券承销保荐有限公司（以下简称"国联民生承销保荐"、"本 独立财务顾问"）接受广州思林杰科技股份有限公司（以下简称"思林杰"、 "上市公司"或"公司"）委托，担任本次发行股份及支付现金购买资产并募 集配套资金暨关联交易（以下简称"本次交易"）的独立财务顾问，就该事项 向上市公司全体股东提供独立意见，并制作本独立财务顾问报告。 本独立财务顾问报告是依据《中华人民共和国公司法》《中华人民共和国 证券法》《上市公司重大资产重组管理办法》《上市公司并购重组财务顾问业 务管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市 公司重大资产重组》《上市公司监管指引第 9 号——上市公司筹划和实施重大 资产重组的监管要求》和《上海证券交易所上市公司重大资产重组审核规则》 等法律法规及文件的规定和要求，以及证券行业公认的业务标准、道德规范， 经过审慎调 ...

广州思林杰科技股份有限公司（以下简称"公司"、"上市公司"）拟以发 行股份及支付现金的方式，向王建绘、王建纲、王新和王科等 23 名交易对方购 买其合计持有的青岛科凯电子研究所股份有限公司（以下简称"标的公司"）71% 股份，并向不超过 35 名特定投资者发行股份募集配套资金（以下简称"本次交 易"）。 公司于 2025 年 10 月 29 日召开第二届董事会第二十二次会议，审议通过了 《关于调整公司发行股份及支付现金购买资产并募集配套资金暨关联交易方案 的议案》《关于批准本次交易相关的加期评估报告、备考审阅报告的议案》《关 于公司与交易对方签署附生效条件的交易协议之补充协议的议案》《关于修订< 广州思林杰科技股份有限公司发行股份及支付现金购买资产并募集配套资金暨 关联交易报告书（草案）>及其摘要的议案》等议案，具体内容详见公司刊登在 上海证券交易所网站（http://www.sse.com.cn）的相关文件。 相较于公司于 2025 年 7 月 31 日披露的《发行股份及支付现金购买资产并募 集配套资金暨关联交易报告书（草案）（修订稿）》，本次草案（修订稿）对部 分内容进行了修订，主要修订情况如下： | 重 ...

Group 1 - The closing price of Slinjie (688115) on October 22 was 62.81 CNY, reaching the daily limit up with a trading volume of 1.46 billion CNY and a turnover rate of 3.74% [2] - The stock was listed on the daily trading list due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction amount of 68.98 million CNY, with a net buying amount of 9.82 million CNY [2] Group 2 - The main capital inflow for the stock was 30.85 million CNY throughout the day [3] - The leading buying department was Guosen Securities with a purchase amount of 10.04 million CNY, followed by Kaiyuan Securities with 9.49 million CNY [3] - The top selling department was CITIC Securities with a selling amount of 8.94 million CNY [3]

Market Overview - The general equipment sector experienced a decline of 0.12% on October 22, with Pioneer Electronics leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Top Performers - Slinje (688115) saw a significant increase of 20.00%, closing at 62.81 with a trading volume of 24,900 [1] - Wanda Bearings (920002) rose by 13.50%, closing at 117.26 with a trading volume of 38,300 [1] - Ding Tai High-Tech (301377) increased by 10.94%, closing at 87.20 with a trading volume of 172,000 [1] - Other notable gainers include Shenyang Machine Tool (000410) and Huanghe Xuanfeng (600172), both rising by 9.97% [1] Underperformers - Pioneer Electronics (002767) fell by 9.55%, closing at 22.64 with a trading volume of 394,500 [2] - Baoding Technology (002552) decreased by 7.35%, closing at 16.01 with a trading volume of 249,500 [2] - Other significant declines include Shankai Intelligent (300897) down 6.84% and Jiuling Technology (920505) down 6.08% [2] Capital Flow - The general equipment sector saw a net outflow of 266 million yuan from institutional investors, while retail investors contributed a net inflow of 115 million yuan [2] - Notable net inflows from retail investors were observed in Ding Tai High-Tech (301377) and Shenyang Machine Tool (000410) [3] Individual Stock Capital Flow - Ding Tai High-Tech (301377) had a net inflow of 161 million yuan from institutional investors, representing 10.93% of its trading volume [3] - Shenyang Machine Tool (000410) experienced a net inflow of 160 million yuan, accounting for 21.81% of its trading volume [3] - Conversely, significant net outflows were noted for several stocks, including Daxiyang (600558) and Longqi Technology (301360) [3]

Core Insights - The company reported a revenue of 103 million yuan in the first half of 2025, representing a year-on-year increase of 34.65% [1] - The net profit attributable to shareholders was -14.96 million yuan, a decrease of 286.35% compared to the same period last year [2] - The company experienced a negative cash flow from operating activities amounting to -7.39 million yuan [2] Financial Performance - Revenue for the first half of 2025 was 102,845,831.15 yuan, up from 76,379,907.89 yuan in the same period last year, marking a 34.65% increase [2] - Total profit for the period was -17,839,223.06 yuan, a decline of 354.84% compared to a profit of 7,000,091.27 yuan last year [2] - The net profit after deducting non-recurring gains and losses was -16,666,112.13 yuan, down 465.16% from 4,564,028.49 yuan in the previous year [2] - The cash flow from operating activities was -7,387,017.13 yuan, compared to -1,974,554.24 yuan in the same period last year [2] Previous Year Comparison - In 2024, the company achieved total revenue of 185.32 million yuan, a 10.14% increase from 168.25 million yuan in 2023 [3] - The net profit attributable to shareholders in 2024 was 15.27 million yuan, up 69.99% from 8.98 million yuan in 2023 [3] - The net profit after deducting non-recurring gains and losses was 8.80 million yuan, a significant increase of 234.99% from 2.63 million yuan in 2023 [3] - The cash flow from operating activities in 2024 was -43.06 million yuan, worsening from -10.62 million yuan in 2023 [3] IPO and Fundraising - The company was listed on the Sci-Tech Innovation Board on March 14, 2022, with an initial public offering of 16.67 million shares at a price of 65.65 yuan per share [4] - The total amount raised from the IPO was 1.094 billion yuan, with a net amount of 975 million yuan after deducting issuance costs, exceeding the original plan by 418 million yuan [4] - The funds raised are intended for expansion projects, research and development center construction, and operational funding [4] Underwriter and Strategic Placement - The total issuance costs amounted to 119 million yuan, with the underwriter, Minsheng Securities, receiving 93.02 million yuan in underwriting fees [5] - The strategic placement involved Minsheng Investment, a subsidiary of the underwriter, which subscribed to 4% of the shares, amounting to 4.38 million yuan [5]

Group 1 - The core viewpoint of the news is that Slinjet has seen a stock price increase of 5.02%, reaching 50.58 CNY per share, with a total market capitalization of 3.372 billion CNY [1] - Slinjet, established on April 21, 2005, specializes in the design, research and development, production, and sales of embedded intelligent instrument modules and other industrial automation detection products [1] - The revenue composition of Slinjet includes 53.28% from embedded intelligent instrument modules, 28.36% from automated production testing equipment, 11.22% from other sources, 6.75% from machine vision products, and 0.38% from supplementary sources [1] Group 2 - Qianhai Kaiyuan Public Utility Stock (005669) is among the top ten circulating shareholders of Slinjet, having reduced its holdings by 1.0887 million shares, now holding 1.4069 million shares, which accounts for 3.34% of the circulating shares [2] - The fund has achieved a year-to-date return of 31.43% and a one-year return of 34.09%, ranking 1239 out of 4219 and 1427 out of 3866 respectively in its category [2] - The fund manager, Cui Chenlong, has a tenure of 5 years and 94 days, with the fund's total asset size at 14.074 billion CNY and a best return of 208.04% during his tenure [3]