深圳瑞华泰薄膜科技股份有限公司 关于参加 2025 年半年度科创板新材料行业集体 业绩说明会的公告 | | | 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。 重要内容提示： 会议召开时间：2025 年 9 月 18 日(星期四)下午 15:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （http://roadshow.sseinfo.com/） 会议召开方式：网络文字互动 投资者可于 2025 年 9 月 11 日(星期四) 至 9 月 17 日(星期三)16:00 前登 录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@rayitek.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 深圳瑞华泰薄膜科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 23 日在上海证券交易所网站（http://www.sse.com.cn/）披露公司 2025 年半年度 报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、 ...

证券代码：688323 证券简称：瑞华泰 公告编号：2025-041 转债代码：118018 转债简称：瑞科转债 深圳瑞华泰薄膜科技股份有限公司 关于为全资子公司提供担保的公告 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： ● 担保对象及基本情况 （一）担保的基本情况 为满足公司及子公司经营和发展需要，深圳瑞华泰薄膜科技股份有限公司（以下简称"公司"）于近日与 中信银行股份有限公司嘉兴平湖支行（以下简称"中信银行"）签订了《最高额保证合同》，为公司全资 子公司嘉兴瑞华泰薄膜技术有限公司（以下简称"嘉兴瑞华泰"）向中信银行申请授信业务提供不超过人 民币2,000万元的最高额连带责任保证担保，保证期限为债务履行期限届满之日起三年。 （二）内部决策程序 公司第二届董事会第二十七次会议、2024年年度股东大会审议通过了《关于公司申请2025年度金融机构 授信额度及担保额度预计的议案》，同意公司自2024年年度股东大会通过之日起12个月内为合并报表范 围内控股子公司申请综合授信额度提供不超过人民币30,000万元（含本 ...

（文章来源：证券日报） 证券日报网讯 9月5日晚间，瑞华泰发布公告称，公司及全资子公司不存在逾期担保的情形。 ...

| 证券代码：688323 | 证券简称：瑞华泰 | 公告编号：2025-041 | | --- | --- | --- | | 转债代码：118018 | 转债简称：瑞科转债 | | 深圳瑞华泰薄膜科技股份有限公司 关于为全资子公司提供担保的公告 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： 担保对象及基本情况 | | 被担保人名称 | | 嘉兴瑞华泰薄膜技术有限公司 | | --- | --- | --- | --- | | | 本次担保金额 | 万元 2,000.00 | | | 担保对象 | 实际为其提供的担保余额 | 59,157.93 | 万元 | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | 一、担保情况概述 （一）担保的基本情况 为满足公司及子公司经营和发展需要，深圳瑞华泰薄膜科技股份有限公司 （以下简称"公司"）于近日与中信银行股份有限公司嘉兴平湖支行（以下简称 "中信银 ...

Core Insights - Ruihuatai has begun supplying PI films to semiconductor tape manufacturers, with products currently undergoing evaluation by South Korean semiconductor companies and small-scale deliveries already initiated [2] Company Summary - Ruihuatai's PI films are being supplied to semiconductor tape manufacturers, indicating a strategic move into the semiconductor supply chain [2] - The company has successfully passed evaluations from South Korean semiconductor enterprises, which is a significant milestone for its product acceptance in the market [2] - Small-scale supply has commenced, suggesting that the company is in the early stages of establishing its presence in this sector [2]

Group 1 - The major shareholder, Guotou High-tech Investment Co., Ltd., held 20,466,447 shares, accounting for 11.37% of the total share capital before the reduction plan [1][2] - The reduction plan was disclosed on May 9, 2025, and was set to be implemented within three months after the announcement [1][2] - The actual reduction involved selling 1,800,002 shares from May 30, 2025, to August 29, 2025, with a total amount of 27,101,709.06 yuan [2] Group 2 - The reduction was executed through centralized bidding, with 1,716,365 shares sold at a price range of 15.01 to 16.68 yuan per share [2] - After the reduction, the current holding of Guotou High-tech is 18,750,082 shares, representing 10.42% of the total share capital [2] - The actual reduction met the previously disclosed plan, with a reduction ratio of 0.95%, which was below the planned maximum of 1.00% [2]

Group 1 - The core point of the article is the announcement of the share reduction results by Ruihua Tai Film Technology Co., Ltd., detailing the implementation of the reduction plan by Guotou High-Tech Investment Co., Ltd. [1] Group 2 - Before the reduction, Guotou High-Tech held 20.4664 million shares, accounting for 11.37% of the total share capital of Ruihua Tai [2] - On May 9, 2025, Ruihua Tai disclosed a share reduction plan, where Guotou High-Tech intended to reduce up to 1.8 million shares, not exceeding 1.00% of the total share capital [3] Group 3 - As of August 29, 2025, Guotou High-Tech reduced 1.7164 million shares through centralized bidding, with a price range of 15.01 to 16.68 yuan per share, totaling 27.1017 million yuan [4] - The reduction percentage was 0.95%, and there are still 83,600 shares remaining to be reduced, bringing the current holding to 18.7501 million shares, which is 10.42% of the total [4]

减持计划的实施结果情况 公司于 2025 年 5 月 9 日在上海证券交易所网站（www.sse.com.cn）披露了 《深圳瑞华泰薄膜科技股份有限公司股东减持股份计划公告》（公告编号： 2025-026），国投高科拟通过集中竞价方式减持数量合计不超过 1,800,002 股（不 超过公司总股本比例 1.00%）。本次减持计划自该公告披露之日起 15 个交易日之 后的 3 个月内实施。 本公司董事会、全体董事及相关股东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。 重要内容提示： 大股东持有的基本情况 本次减持计划实施前，国投高科技投资有限公司（以下简称"国投高科"） 持有深圳瑞华泰薄膜科技股份有限公司（以下简称"公司"）20,466,447 股股份， 占公司总股本的 11.37%。以上股份为首次公开发行前取得的股份，且已于 2024 年 4 月 29 日起解除限售并上市流通。 | 证券代码：688323 | 证券简称：瑞华泰 | 公告编号：2025-040 | | --- | --- | --- | | 转债代码：118018 | 转债简称 ...

Group 1: Ruihua Tai - Ruihua Tai's production efficiency is expected to improve in the first half of 2025, with ongoing market expansion for new products [1] - The company reported revenue of 181.93 million yuan, a year-on-year increase of 37.86%, and a reduction in losses by 2.40 million yuan [1] - Ruihua Tai has obtained 38 patents and employs 89 R&D personnel [1] - The construction of a 1,600-ton project in Jiaxing has been completed, with four production lines operational and one line in trial production [1] - Revenue from thermal control PI films has decreased to below 30%, while electronic PI films now account for approximately 55% of revenue [1] Group 2: Jinhong Gas - Jinhong Gas's revenue breakdown for the first half of 2025 shows bulk gas at 43.50%, specialty gases at 33.15%, on-site gas production and rental at 13.60%, and gas business at 9.75% [2] - The company has seen revenue and gross margin increase in Q2 due to improved service quality and customer expansion [2] - New electronic bulk gas projects are progressing steadily, with helium business benefiting from stable overseas sources [2] - The company has adjusted its revenue share in the semiconductor sector, with integrated circuits accounting for nearly 14% [2] - Future growth is expected from on-site gas projects, specialty gas product line expansion, and international trade [2]

Core Viewpoint - 瑞华泰's stock experienced a decline of 1.53% on August 26, with a trading volume of 79.49 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On August 26, 瑞华泰 had a financing buy-in amount of 8.57 million yuan and a financing repayment of 9.85 million yuan, resulting in a net financing outflow of 1.27 million yuan [1] - As of August 26, the total financing and securities lending balance for 瑞华泰 was 75.44 million yuan, which represents 2.50% of its market capitalization, indicating a relatively high level of financing compared to the past year [1] - The financing balance of 75.44 million yuan exceeds the 50th percentile level over the past year, suggesting strong investor interest [1] Securities Lending Summary - On August 26, 瑞华泰 had no shares repaid or sold in securities lending, resulting in a lending balance of 0.00 shares, which is at the 90th percentile level over the past year, indicating a high level of demand for short selling [1] Company Overview - 深圳瑞华泰薄膜科技股份有限公司, established on December 17, 2004, and listed on April 28, 2021, specializes in the research, production, and sales of high-performance PI films [1] - The company's main business revenue composition includes high-performance PI films at 96.62%, other PI films and processing at 1.90%, and other sources at 1.48% [1] Financial Performance - For the period from January to June 2025, 瑞华泰 reported an operating income of 182 million yuan, reflecting a year-on-year growth of 37.86% [2] - The net profit attributable to the parent company was -33.73 million yuan, showing a year-on-year increase of 6.64% [2] - As of June 30, 2025, the number of shareholders for 瑞华泰 was 5,294, a decrease of 4.35% from the previous period, while the average circulating shares per person increased by 4.55% to 34,000 shares [2] Dividend Information - Since its A-share listing, 瑞华泰 has distributed a total of 25.20 million yuan in dividends, with 12.60 million yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders of 瑞华泰, 广发稳健回报混合A (009951) held 3.37 million shares, with no change in the number of shares held compared to the previous period [2]