2025年8月22日，华秦科技(688281.SH)发布2025年半年度报告。截至2025年8月21日，共有5个机构投资 者披露持有华秦科技A股股份，合计持股量达2817.54万股，占华秦科技总股本的10.34%。其中，机构 投资者包括泉州华秦万生商务信息咨询合伙企业(有限合伙)、中国工商银行股份有限公司-华夏军工安全 灵活配置混合型证券投资基金、国联安行业领先混合、兴银研究精选股票A、金信景气优选混合A，机 构投资者合计持股比例达10.34%。相较于上一季度，机构持股比例合计下跌了0.10个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计2个，包括华夏军工安全混合A、国联安行业领 先混合，持股增加占比达1.05%。本期较上一季度新披露的公募基金共计2个，包括兴银研究精选股票 A、金信景气优选混合A。本期较上一季未再披露的公募基金共计8个，主要包括国泰双利债券A、万家 颐和A、万家颐德一年持有期混合A、东方阿尔法精选混合A、万家颐远均衡一年持有期混合发起式A 等。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：688281 公司简称：华秦科技 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到上海证券交易所网站（www.sse.com.cn）网站仔细阅读半年度报告全文。 1.2重大风险提示 公司已在本报告中详细描述可能存在的相关风险，敬请查阅"第三节管理层讨论与分析：四、风险因 素"相关内容。敬请广大投资者仔细阅读并注意投资风险。 1.3本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、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。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6董事会决议通过的本报告期利润分配预案或公积金转增股本预案 经公司2024年年度股东大会授权，公司第二届董事会审计委员会第十次会议、第二届董事会第十一次会 议审议通过《关于2025年半年度利润分配预案的议案》，公司2025年半年度拟以实施权益分派股权登记 日登记的总股本为基数分配利润。本次2025年半年度利润分配预案如下： 公司拟向全体 ...

Group 1 - The stock price of Huayin Technology is reported at 69.85 yuan, down 3.46% from the previous trading day [1] - For the first half of 2025, the company achieved an operating revenue of 516 million yuan, a year-on-year increase of 6.44%, while net profit was 146 million yuan, a year-on-year decrease of 32.45% [1] - The company plans to distribute a cash dividend of 1.3 yuan for every 10 shares to all shareholders, with a total expected cash distribution of 35.43 million yuan [1] Group 2 - Huayin Technology operates in sectors including non-metallic materials, Shaanxi region, and specialized and innovative enterprises [1] - The company's main business includes aerospace component processing, ceramic matrix composites, acoustic metamaterials and instruments, and ultra-fine crystal components [1] - The cash flow from operating activities for the first half of 2025 was 97.61 million yuan, representing a year-on-year increase of 55.16% [1] Group 3 - On August 21, Huayin Technology experienced a net outflow of 22.97 million yuan in main funds, with a total net outflow of 82.25 million yuan over the past five days [1] - The proposed cash distribution for the first half of 2025 marks the sixth time the company has distributed cash since its listing [1]

陕西华秦科技实业股份有限公司 信息披露暂缓与豁免管理制度 二零二五年八月 陕西华秦科技实业股份有限公 免管理制度 陕西华秦科技实业股份有限公司 信息披露暂缓与豁免管理制度 第一章 总则 第一条 为规范陕西华秦科技实业股份有限公司（以下简称"公司"）信息披 露暂缓、豁免行为，督促公司及相关信息披露义务人（以下简称"信息披露义务 人"）依法合规地履行信息披露义务，根据《中华人民共和国证券法》《上市公 司信息披露管理办法》《上市公司信息披露暂缓与豁免管理规定》《上海证券交 易所科创板股票上市规则》（以下简称《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》（以下简称《规范运作指引》）《上 海证券交易所上市公司自律监管指引第 2 号—信息披露事务管理》 （以下简称《信 息披露指引》）等法律法规、自律规则及《陕西华秦科技实业股份有限公司章程》 《陕西华秦科技实业股份有限公司信息披露事务管理制度》等公司制度的相关规 定，结合公司实际情况，制定本制度。 第四条 公司和其他信息披露义务人应当真实、准确、完整、及时、公平地 披露信息，不得滥用暂缓或者豁免披露规避信息披露义务、误导投资者，不得实 施 ...

Fundraising Overview - The company raised a total of RMB 315,833.36 million through its initial public offering, with a net amount of RMB 295,819.97 million after deducting issuance costs of RMB 20,013.39 million [1] - As of December 31, 2024, the remaining balance of the raised funds was RMB 1,694,391,867.71, with RMB 1,655,000,000.00 in principal from financial products not yet matured [1] - By June 30, 2025, the remaining balance was RMB 1,576,164,215.66, including RMB 1,020,000,000.00 in principal from financial products not yet matured [1] Fund Management - The company has established a fundraising management system to ensure compliance with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [1] - As of June 30, 2025, the total balance of the fundraising accounts was RMB 556,164,215.66, distributed across various banks [1] Fund Utilization - The actual use of raised funds in the first half of 2025 included RMB 136,272,780.13 for fundraising projects and RMB 3,985,000,000.00 for financial investments [1] - The company approved the use of RMB 43,932,600.00 to replace self-raised funds previously invested in fundraising projects [1] Cash Management - The company has been authorized to use temporarily idle raised funds for cash management, with a maximum limit of RMB 1,655,000,000.00 in financial products as of December 31, 2024 [2] - The cash management income achieved was RMB 17,739,937.60, with a total of RMB 4,620,000,000.00 in matured financial products [2] Project Updates - The company has postponed the expected operational status of the "Special Functional Materials Industrialization Project" and "Special Functional Materials R&D Center Project" to March 2026 [4] - As of June 30, 2025, the cumulative use of over-raised funds for the "Hua Qin Technology New Materials Park (Phase II)" project was RMB 17,484,600.00 [4]

Core Viewpoint - The company has developed a "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan for 2025, aiming to enhance corporate governance, improve shareholder returns, and boost market confidence [1] Business Development - The company has established five main business units focusing on special functional materials, aerospace components manufacturing, acoustic metamaterials, ceramic matrix composites, and ultra-fine crystal components, optimizing its product matrix to better meet industry needs and enhance revenue and profitability [1] - The net profit attributable to shareholders for the first half of 2025 was 145.64 million yuan, a decrease of 32.45% compared to the same period last year [1] Operational Performance - The decline in operating performance in the first half of 2025 is attributed to the transition phase of new product development, high trial production costs, and capitalized expenditures during the construction phase [2] - Despite a decrease in operating profit year-on-year, the company has seen a recovery in operating profit from Q1 to Q2 of 2025 [2] Project Progress - The company is accelerating project construction and capacity enhancement, with significant progress in the special functional materials industrialization project and the aerospace components manufacturing project, which is expected to be fully operational by the end of 2025 [3] - The acoustic metamaterials and instruments have entered engineering applications in various fields, including energy, petrochemicals, and transportation [3] Research and Development - The company has increased R&D investment significantly, with R&D expenses reaching approximately 70.30 million yuan in the first half of 2025, a 112.89% increase year-on-year [6] - The company has applied for 45 new invention patents and obtained 23, indicating a strong focus on innovation [6] Corporate Governance - The company has revised over 20 internal control systems to enhance governance and operational compliance [6] - The company has optimized its governance structure by eliminating the supervisory board and enhancing the roles of independent directors and the audit committee [6] Shareholder Returns - The company has distributed cash dividends totaling approximately 101.24 million yuan (including tax) in 2025, with a proposed distribution of 1.3 yuan per 10 shares [7][8] - The cash dividends for 2024 amounted to approximately 124.99 million yuan, representing 30.20% of the net profit attributable to shareholders [7] Investor Communication - The company emphasizes transparent and timely communication with investors, organizing performance briefings and maintaining multiple channels for investor interaction [9] - The company aims to enhance the depth and breadth of value transmission to maximize shareholder value [9] Market Positioning - The company is committed to maintaining its focus on special functional materials and expanding its business in the aerospace and advanced materials sectors to strengthen its core competitiveness [9]

证券时报·数据宝统计显示，公司今日公布了半年报，共实现营业收入5.16亿元，同比增长6.44%，实现 净利润1.46亿元，同比下降32.45%，基本每股收益为0.53元。 资金面上看，该股今日主力资金净流出1604.64万元，近5日主力资金净流出6296.30万元。 两融数据显示，该股最新融资余额为1.69亿元，近5日减少3670.38万元，降幅为17.87%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 8月21日华秦科技发布2025半年度分配预案，拟10派1.3元（含税），预计派现金额合计为3543.42万元。 派现额占净利润比例为24.33%，这是公司上市以来，累计第6次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派1.3元（含税） | 0.35 | 0.17 | | 2024.12.31 | 10转增4派5.2元（含税） | 1.01 | 0.51 | | 2024.09.30 | 10派1.22元 ...

Group 1 - The company announced a profit distribution plan for the first half of 2025, proposing a cash dividend of RMB 1.3 per 10 shares (including tax) to all shareholders [1] - As of the announcement date, the total share capital of the company is 272,570,675 shares, leading to a total proposed cash dividend amount of RMB 35,434,187.75 (including tax) [1]

（文章来源：证券日报） 证券日报网讯 8月21日晚间，华秦科技发布2025年半年度报告摘要称，2025年半年度公司实现营业收入 516，414，852.25元，同比增长6.44%；归属于上市公司股东的净利润为145，640，348.70元，同比下 降32.45%。 ...

Core Viewpoint - The article discusses the recent activity in the military industry stocks, highlighting the impact of the upcoming military parade and the associated "parade market" trends observed in previous years [5]. Group 1: Military Equipment and Technology - The military parade will showcase domestically produced main battle equipment, including new-generation tanks, carrier-based aircraft, and fighter jets, emphasizing the PLA's operational capabilities [4]. - The parade will feature advanced equipment such as hypersonic weapons, air defense systems, and strategic missiles, demonstrating the military's strong deterrent capabilities [4]. - The focus will be on new types of unmanned intelligent systems and electronic warfare capabilities, reflecting the military's adaptation to technological advancements and evolving warfare [4]. Group 2: Market Trends and Analysis - Historical analysis shows that military stocks typically experience a rally 1-2 months prior to major parades, with military indices rising in the lead-up to these events [5]. - The strength of the "parade market" is influenced by overall market conditions and risk appetite, with significant past gains noted, such as an 84% excess return in the military sector during the 2015 parade [5]. - Post-parade, military stocks may face short-term adjustments, but long-term performance will be driven by the fundamentals of the military industry [5].