证券代码：688371 证券简称：菲沃泰 公告编号：2025-039 江苏菲沃泰纳米科技股份有限公司 2025 年半年度募集资金存放与实际使用情况 的专项报告 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。 根据中国证券监督管理委员会《上市公司募集资金监管规则》（以下简称 "《监管规则》"）、《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》"）等有关法律、行政法规、部 门规章及业务规则的规定，就江苏菲沃泰纳米科技股份有限公司（以下简称 "公司"或"菲沃泰"）2025 年半年度募集资金存放与实际使用情况作如下专 项报告： 一、募集资金基本情况 （一）募集资金发行和到位情况 经中国证券监督管理委员会证监许可[2022]1078 号《关于同意江苏菲沃泰 纳米科技股份有限公司首次公开发行股票注册的批复》，同意公司首次公开发 行股票的 注册申请，公 司向社会公开 发行人民币普 通股（A 股）股 票 83,868,089 股（每股面值人民币 1 元），每股发行价 18.54 元，募集资金总额 ...

Core Viewpoint - The company reported a revenue of 229 million yuan for the first half of 2025, reflecting a year-on-year growth of 6.95% [2] - The net profit attributable to shareholders reached 16.71 million yuan, marking a year-on-year increase of 7.74% [2] - The non-recurring net profit was 8.89 million yuan, showing a year-on-year growth of 1.44% [2] - The basic earnings per share stood at 0.05 yuan [2] Financial Performance - Revenue for the reporting period was 229 million yuan, up 6.95% compared to the previous year [2] - Net profit attributable to shareholders was 16.71 million yuan, an increase of 7.74% year-on-year [2] - Non-recurring net profit was recorded at 8.89 million yuan, reflecting a growth of 1.44% year-on-year [2] - Basic earnings per share were reported at 0.05 yuan [2]

Financial Performance - The company reported a significant increase in revenue for the first half of 2025, achieving a total of 500 million yuan, representing a 25% growth compared to the same period last year[1]. - The company's operating revenue for the first half of 2025 reached RMB 228.78 million, representing a year-on-year increase of 6.95% compared to RMB 213.91 million in the same period last year[23]. - The total profit for the first half of 2025 was RMB 19.01 million, up 1.76% from RMB 18.68 million in the previous year[23]. - The net profit attributable to shareholders of the listed company was RMB 16.71 million, reflecting a 7.74% increase from RMB 15.51 million in the same period last year[23]. - The net cash flow from operating activities increased by 66.67%, amounting to RMB 20.30 million compared to RMB 12.18 million in the previous year[23]. - The comprehensive gross margin for the reporting period was 54.55%, indicating a strong profitability level[96]. - The company reported a total profit of ¥19,008,613.49 for the first half of 2025, compared to ¥18,679,722.49 in the same period of 2024, reflecting a growth of 1.8%[196]. - Net profit for the first half of 2025 was ¥16,713,493.27, representing a 7.7% increase from ¥15,512,643.35 in the first half of 2024[196]. Research and Development - Research and development expenditures have increased by 40%, totaling 50 million yuan, to support innovation in new technologies[1]. - The company's R&D expenditure accounted for 19.63% of operating revenue, an increase of 0.51 percentage points from 19.12% in the previous year[20]. - R&D investment reached 44.91 million yuan, a year-on-year growth of 9.82%, accounting for 19.63% of operating revenue[67]. - The company’s research and development activities are guided by market demand, focusing on high-performance, multifunctional nano-film technology[59]. - The number of R&D personnel increased to 244, representing 22.70% of the total workforce, up from 18.98% in the previous year[91]. Market Expansion and Strategy - The company is expanding its market presence in Southeast Asia, with plans to enter three new countries by the end of 2025[1]. - A strategic acquisition of a local competitor is anticipated to enhance the company's market share by 15% in the next fiscal year[1]. - The company has established subsidiaries in Shanghai and Wuhan to expand its market presence in the automotive and data communication sectors[70]. - The company is focusing on expanding into diverse downstream markets, including automotive electronics, medical devices, and new energy[66]. - The company has established a strategic partnership with Shanghai Shengyong International Trade Co., Ltd. to penetrate the high-end manufacturing market in Japan and South Korea, leveraging local advantages and expanding influence into Southeast Asia[71]. Product Development and Innovation - New product launches in the nano-technology sector are expected to contribute an additional 100 million yuan in revenue by Q4 2025[1]. - The company is establishing a global leading research and development center for nanomaterials and actively recruiting high-end experts in basic materials and plasma physics[32]. - The company has developed proprietary PECVD plasma polymerization technology, which integrates polymer material technology, low-temperature plasma technology, and nano vapor deposition technology, significantly enhancing its competitive edge in the nano film industry[33]. - The company has achieved breakthroughs in multiple coating technologies, including CVD, PECVD, and PVD, enhancing its position as a solution provider in the industry[46]. - The company has developed advanced plasma deposition technologies and has established a leading position in the nano-coating field, addressing protection issues for various electronic products and enhancing the competitiveness of China's electronics industry[78]. Risks and Challenges - The company has identified potential risks related to supply chain disruptions, which could impact production capacity in the upcoming quarters[1]. - The company faces risks related to rapid technological iterations in the nano-coating sector, which could impact its competitive edge[92]. - The company is exposed to risks from intensified industry competition and potential declines in downstream market demand due to macroeconomic factors[98]. - The company's reliance on external production models poses stability risks, particularly if client demand decreases or production sites face operational disruptions[94]. Governance and Compliance - The company maintains a strong governance structure, ensuring all financial reports are accurate and complete, with no significant risks identified during the reporting period[1]. - The board has approved a profit distribution plan, with no plans for capital increase through retained earnings for this period[1]. - The company has committed to strictly fulfill all public commitments disclosed in the prospectus and actively accept social supervision[150]. - The company’s board and senior management commit to not misappropriating company assets or engaging in unfair benefit transfers, ensuring adherence to compensation measures[16]. Shareholder and Stock Management - The company completed a share repurchase plan, acquiring 4,658,312 shares, representing 1.3886% of its total share capital, with a total expenditure of approximately RMB 50.2 million[76]. - The company has a lock-up period of 36 months for shares held before the IPO, during which no transfer or management delegation is allowed[122]. - The company commits to not transferring or managing its shares for 36 months post-IPO and cannot propose a buyback of those shares[130]. - The company’s major shareholders include FavoredTech and other entities holding over 5% of shares[121]. - The company’s core technical personnel are subject to specific shareholding restrictions post-IPO[120].

智通财经APP讯，菲沃泰(688371.SH)披露2025年半年度报告，报告期公司实现营收2.29亿元，同比增长 6.95%;归属于上市公司股东的净利润1671万元，同比增长7.74%;扣非净利润889万元，同比增长1.44%; 基本每股收益0.05元。 ...

Core Viewpoint - The company reported a revenue of 228.78 million yuan for the first half of the year, reflecting a year-on-year growth of 6.95% [1] - The net profit attributable to the parent company was 16.71 million yuan, an increase of 7.74% year-on-year [1] - The net profit excluding the impact of share-based payments reached 19.10 million yuan, up 8.92% year-on-year [1] Financial Performance - The company's operating cash flow net amount was 20.30 million yuan, showing a significant increase of 66.67% year-on-year [1] - Total assets at the end of the reporting period amounted to 2.03 billion yuan, a slight increase of 0.13% compared to the beginning of the period [1] - The net assets attributable to shareholders of the listed company were 1.92 billion yuan, reflecting a 1.00% increase from the beginning of the period [1] - The earnings per share attributable to the parent company was 5.72 yuan, which is a 1.00% increase from the beginning of the period [1]

Core Insights - The company reported a revenue of 229 million yuan for the first half of 2025, representing a year-on-year growth of 6.95% [1] - The net profit for the same period was 16.7135 million yuan, showing a year-on-year increase of 7.74% [1] Financial Performance - Revenue: 229 million yuan, up 6.95% year-on-year [1] - Net Profit: 16.7135 million yuan, up 7.74% year-on-year [1]

证券之星消息，8月11日，菲沃泰（688371）融资买入396.82万元，融资偿还283.29万元，融资净买入 113.53万元，融资余额7748.18万元，近3个交易日已连续净买入累计1097.57万元，近20个交易日中有12 个交易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-08-11 | 113.53万 | 7748.18万 | 1.17% | | 2025-08-08 | 420.88万 | 7634.65万 | 1.17% | | 2025-08-07 | 563.16万 | 7213.77万 | 1.10% | | 2025-08-06 | 393.93万 | 6650.62万 | 1.00% | | 2025-08-05 | -65.76万 | 6256.69万 | 0.97% | 融券方面，当日无融券交易。 融资融券余额7748.18万元，较昨日上涨1.49%。 小知识 融资融券：融资融券交易又称"证券信用交易"或保证金交易，是指投资者向具有融资融券业务资格的证 券公司提供担保 ...

Core Viewpoint - The electronic chemicals sector experienced a decline of 0.76% on August 8, with major stocks like Zhongshi Technology leading the drop, while the overall market indices also saw slight decreases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3635.13, down 0.12% [1]. - The Shenzhen Component Index closed at 11128.67, down 0.26% [1]. - The electronic chemicals sector's individual stock performance varied, with Zhongshi Technology closing at 32.08, up 5.70%, and other notable performers including Siquan New Materials and Lier Technology [1]. Group 2: Stock Performance Details - Zhongshi Technology (300684) closed at 32.08 with a 5.70% increase and a trading volume of 394,500 shares, totaling a transaction value of 1.245 billion yuan [1]. - Siquan New Materials (301489) closed at 135.70, up 5.28%, with a trading volume of 109,100 shares and a transaction value of 1.464 billion yuan [1]. - Lier Technology (688683) closed at 27.74, up 3.24%, with a trading volume of 21,200 shares and a transaction value of 58.5277 million yuan [1]. Group 3: Capital Flow - The electronic chemicals sector saw a net outflow of 488 million yuan from main funds, while retail investors contributed a net inflow of 513 million yuan [3]. - Speculative funds experienced a net outflow of 24.5041 million yuan [3].

Group 1 - The electronic chemicals sector increased by 2.51% on August 4, with Siquan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] - Siquan New Materials had a closing price of 122.12, with a significant increase of 12.02% and a trading volume of 116,800 shares, resulting in a transaction value of 1.377 billion yuan [1] Group 2 - The electronic chemicals sector experienced a net outflow of 221 million yuan from institutional investors and 186 million yuan from retail investors, while retail investors had a net inflow of 408 million yuan [2] - The trading data indicates that major stocks like Tiancheng Technology and Nanda Optoelectronics saw varying levels of net inflow and outflow from different investor categories [3] - Notable stocks such as Puyang Huicheng and Feiwo Tai showed mixed investor sentiment, with some experiencing net inflows while others faced outflows [3]

Core Viewpoint - On August 4, a total of four listed companies had their restricted shares unlocked, with a total market value of approximately 5.384 billion yuan [1] Group 1: Company Specifics - KuaiKe Electronics (Stock Code: 301278) had 39.72 million shares of pre-issue restricted shares released [1] - Hengtong Co., Ltd. (Stock Code: 603223) had 161 million shares released from the allocation of A-shares to original shareholders [1] - Lakala (Stock Code: 300773) had 11.68 million shares released from equity incentive restrictions [1] - Feiwo Tai (Stock Code: 688371) had 209 million shares released, with no specific type of restriction mentioned [1]