证券代码：688392 证券简称：骄成超声 上海骄成超声波技术股份有限公司 投资者关系活动记录表 编号：2023-021 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 投资者关系活动 □新闻发布会 □路演活动 类别 □现场参观 √电话会议 □其他（请文字说明其他活动内容） 长江证券、鹏华基金、J.P.Morgan、海通证券、鑫元基金、华 参与单位名称及 人员姓名 夏基金、长江养老保险股份有限公司 会议时间 2023年11月29日、11月30日 ...

证券代码：688392 证券简称：骄成超声 上海骄成超声波技术股份有限公司 投资者关系活动记录表 编号：2023-020 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 投资者关系活动 □新闻发布会 □路演活动 类别 □现场参观 □电话会议 □其他（请文字说明其他活动内容） 参与单位名称及 华安基金、万家基金、汇丰环球投资管理(香港)有限公司 人员姓名 会议时间 2023年11月22日、11月23日 ...

证券代码：688392 证券简称：骄成超声 上海骄成超声波技术股份有限公司 投资者关系活动记录表 编号：2023-019 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 投资者关系活动 □新闻发布会 □路演活动 类别 □现场参观 □电话会议 □其他（请文字说明其他活动内容） 参与单位名称及 BlackRock AM North Asia Limited、中信保诚资产管理有限责 人员姓名 任公司、工银瑞信基金管理有限公司、远信（珠海）私募基 ...

证券代码：688392 证券简称：骄成超声 公告编号：2023-042 上海骄成超声波技术股份有限公司 关于控股股东无偿捐赠部分公司股份的公告 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： 为支持母校上海交通大学教育及科研事业的发展，上海骄成超声波技术 股份有限公司（以下简称"骄成超声"或"公司"）实际控制人、董事长兼总经 理周宏建先生拟将其通过公司控股股东江苏阳泰企业管理有限公司（以下简称 "阳泰企管"或"捐赠人"）间接持有的 300,000 股公司股份（以下简称"标的 股票"）捐赠给上海交通大学教育发展基金会（以下简称"受赠人"）。截至本 公告披露日，本次捐赠的标的股票占公司总股本的比例为 0.26%。 2023年11月16日，公司控股股东阳泰企管与上海交通大学教育发展基金会签 署了《 上海交通大学《"骄成超声基金"捐赠协议书》，为支持母校上海交通大学 P A G E 教育及科研事业的发展，公司实际控制人、董事长兼总经理周宏建先生计划将其 通过阳泰企管间接持有的300,000股公司股份捐赠给上海交通大 ...

证券代码：688392 证券简称：骄成超声 上海骄成超声波技术股份有限公司 投资者关系活动记录表 编号：2023-018 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 投资者关系活动 □新闻发布会 □路演活动 类别 □现场参观 □电话会议 □其他（请文字说明其他活动内容） Van Berkom Golden Dragon Ltd 、 Allianz Global Investors 参与单位名称及 、BOCI-Prudential Asset Management、Goldman Sachs Asset 人员姓名 Management 、 Manulife Asset Management 、 Polen ...

Group 1: Company Overview and Market Position - The company has established good cooperative relationships with major domestic power battery manufacturers and equipment suppliers in the traditional power battery ear welding field [2][3] - Major competitors include American companies like Branson and Sonics, with no significant changes expected in the competitive landscape in the short term [3] Group 2: Cost Structure and Equipment Orders - The cost share of imported generators and transducers in ultrasonic welding equipment is approximately 40% [3] - The company’s rolling welding equipment has been validated by customers since 2017, with welding speeds exceeding 80m/min [3][4] Group 3: Client Relationships and Future Prospects - In the harness field, the company collaborates with well-known enterprises such as BYD, Jushi Electronics, Amphenol, and Tyco Electronics, indicating a positive outlook for business development [4] - The company plans to expand its ultrasonic technology applications across various industries by leveraging its core research and innovation capabilities [4] Group 4: Component Specialization and Profitability - Components like welding heads and cutting knives are specialized acoustic parts with strict vibration characteristics, ensuring compatibility and stability with the equipment [5] - The gross margin for the company’s component business was approximately 60% in 2022 [5]

Group 1: Company Overview - The company is Shanghai Jiao Cheng Ultrasonic Technology Co., Ltd. with stock code 688392 [1] - The third quarter performance meeting was held on November 6, 2023, with participation from various investment management firms [2] Group 2: Product and Market Insights - The estimated demand for ultrasonic welding equipment in the power battery sector is between 1 million to 2 million CNY per GWh [3] - The average delivery time for ultrasonic welding equipment is between 3 to 6 months [4] - The company currently has no formal overseas orders in the power battery sector but plans to expand its overseas business [4] Group 3: Financial Performance - In the first three quarters of 2023, the company achieved operating revenue of 455.41 million CNY, a year-on-year increase of 17.36% [5] - The net profit attributable to shareholders was 75.83 million CNY, a year-on-year decrease of 11.35%, primarily due to slower capacity expansion in the lithium battery sector and significant increases in R&D investment [5]

Group 1: Company Overview and Operations - The company, Shanghai Jiao Cheng Ultrasonic Technology Co., Ltd., is listed under the stock code 688392 and is known for its ultrasonic technology [1]. - The company has developed rolling welding equipment, which has been validated by customers since 2017, achieving a welding speed of over 80m/min [2][3]. Group 2: Financial Performance - The company has experienced a decline in net profit margin over the past two years due to increased investments in R&D and capacity expansion to capture market opportunities [3]. - In the first three quarters of 2023, the overall gross profit margin of the company's main business has not changed significantly due to optimization of product structure and increased self-manufacturing of core components [4]. Group 3: Product Development and Market Expansion - The company has made progress in ultrasonic scanning microscope equipment, which is applicable in various fields including new energy lithium batteries and semiconductors [4]. - Collaborations with well-known companies such as BYD and Amphenol in the wiring harness sector have led to improved equipment performance and quality recognition from customers [4]. - The company is focusing on expanding its presence in the new energy battery, automotive wiring harness, and semiconductor markets, with products already recognized by mainstream manufacturers [4].

Group 1: Financial Performance - The company's quarterly revenue has declined due to a slowdown in the expansion of downstream lithium battery production capacity [3] - The gross profit margin has improved in the first three quarters of 2023 due to increased self-manufacturing rates of core components and changes in revenue structure [3][5] - The company has increased R&D investment significantly in 2023, leading to higher expenses compared to the previous year [5] Group 2: Product Development and Market Position - The ultrasonic welding equipment for wiring harnesses and IGBT is customized based on client needs, resulting in significant price variations [3] - The company collaborates with well-known enterprises in the wiring harness and IGBT fields, enhancing its market presence [4] - The ultrasonic scanning microscope has been developed for defect detection in various materials, with prototypes already formed [4] Group 3: Future Outlook and Strategy - The company plans to continue focusing on ultrasonic technology and products, aiming to meet customer needs and expand into new markets such as new energy power batteries and automotive wiring harnesses [5] - The company is committed to improving operational performance while enhancing R&D capabilities and product offerings [5]

Financial Performance - The company's operating revenue for Q3 2023 was ¥107,745,383.51, a decrease of 24.52% compared to the same period last year[5] - Net profit attributable to shareholders for Q3 2023 was ¥13,039,188.47, down 58.22% year-on-year[5] - The net profit excluding non-recurring gains and losses for Q3 2023 was ¥5,209,967.50, a decline of 82.56% compared to the previous year[5] - Basic earnings per share for Q3 2023 were ¥0.07, representing a decrease of 86.27% year-on-year[6] - Total operating revenue for the first three quarters of 2023 reached ¥455,406,631.47, an increase of 17.3% compared to ¥388,035,680.68 in the same period of 2022[19] - Net profit for the first three quarters of 2023 was ¥73,316,258.00, a decrease of 13.3% from ¥84,652,911.91 in the same period of 2022[20] - Earnings per share for the first three quarters of 2023 were ¥0.36, down from ¥1.39 in the same period of 2022[20] - The company reported a total comprehensive income of ¥73,316,258.00 for the first three quarters of 2023, down from ¥84,652,911.91 in the same period of 2022[20] Research and Development - Total R&D investment for Q3 2023 was ¥32,136,572.59, an increase of 56.83% compared to the same period last year[9] - R&D investment accounted for 29.83% of operating revenue in Q3 2023, an increase of 15.48 percentage points year-on-year[6] - Research and development expenses for the first three quarters of 2023 totaled ¥86,191,784.57, an increase of 66.7% from ¥51,717,708.37 in the same period of 2022[19] Assets and Liabilities - Total assets at the end of Q3 2023 were ¥2,148,908,736.44, a slight increase of 0.27% from the end of the previous year[6] - The total liabilities increased to ¥1,018,955,000.00, compared to ¥1,018,000,000.00 at the end of 2022, showing a slight increase[15] - The total liabilities as of the end of the third quarter of 2023 were ¥389,219,816.75, slightly up from ¥388,793,016.09 at the end of 2022[16] - The total equity attributable to shareholders at the end of Q3 2023 was ¥1,760,194,460.60, an increase of 0.45% from the previous year-end[6] - The total equity attributable to shareholders reached ¥1,760,194,460.60, an increase from ¥1,752,307,252.77 in the previous year[16] Cash Flow - The company reported a net cash flow from operating activities of ¥4,958,105.26 for the year-to-date[6] - Cash flow from operating activities generated a net amount of ¥4,958,105.26, compared to a net outflow of ¥61,663,938.48 in the previous year[23] - Total cash outflow from investment activities was $262,975,433.41, an increase from $159,504,713.78 in the previous year, resulting in a net cash flow from investment activities of -$251,079,370.98 compared to -$157,822,070.09 last year[24] - Cash inflow from financing activities totaled $197,727,652.58, significantly lower than $1,500,224,604.03 in the same period last year, with a net cash flow from financing activities of $775,049.53 compared to $1,444,155,096.90 previously[24] - The net increase in cash and cash equivalents was -$245,255,483.82, a stark contrast to the increase of $1,224,862,289.14 in the prior year[24] - The ending balance of cash and cash equivalents was $713,494,837.46, down from $1,320,884,777.09 at the end of the previous year[24] Shareholder Information - The number of ordinary shares outstanding at the end of the reporting period was 4,234,000, with a total of 4,234 shareholders[11] - The top shareholder, Jiangsu Yangtai Enterprise Management Co., Ltd., holds 19.02% of the shares, totaling 21,834,053 shares[11] Future Plans - The company has plans for market expansion and new product development, although specific details were not disclosed in the report[13] Other Information - The company experienced a foreign exchange impact of $90,732.37 on cash and cash equivalents, compared to $193,200.81 last year[24] - The company did not apply new accounting standards or interpretations for the current year[24] - The report was issued by the board of Shanghai Jiao Cheng Ultrasonic Technology Co., Ltd. on October 27, 2023[25]