格隆汇8月18日丨磁谷科技(688448.SH)公布，公司使用总额不超过人民币20,000.00万元的暂时闲置募集 资金（含超募资金）进行现金管理，使用期限自公司董事会审议通过之日起12个月内有效。在上述额度 和期限内，资金可循环滚动使用。 ...

Core Viewpoint - Nanjing CIGU Technology Corp. reported a decline in revenue and profit for the first half of 2025, with total revenue of approximately 151.64 million yuan, a slight increase of 1.17% compared to the same period last year, while net profit attributable to shareholders decreased by 46.10% to approximately 4.48 million yuan [4]. Company Overview and Financial Indicators - The company specializes in the research, production, and sales of magnetic suspension fluid machinery and core components such as magnetic suspension bearings and high-speed motors [18]. - The company’s total assets as of the end of the reporting period were approximately 1.38 billion yuan, a decrease of 3.61% from the previous year [4]. - The net assets attributable to shareholders were approximately 1.01 billion yuan, down 1.44% from the end of the previous year [4]. Industry Analysis 1. Blower Industry - The blower industry is characterized by a shift towards energy-efficient models, with magnetic suspension centrifugal blowers gaining popularity due to their performance advantages [7]. - The compound annual growth rate (CAGR) for centrifugal blowers' output value from 2019 to 2023 was 0.42%, while the output volume grew at a CAGR of 19.30% [6]. - The market for magnetic suspension centrifugal blowers is expanding, with increasing applications in various sectors such as wastewater treatment and chemical processing [19]. 2. Air Compressor Industry - The air compressor market is experiencing growth, with a projected CAGR of 4.25% from 2019 to 2024, driven by rising industrial demand [8]. - Magnetic suspension air compressors are emerging as a high-efficiency solution, with their market penetration expected to increase significantly by 2030 [9]. 3. Refrigeration Compressor Industry - The refrigeration compressor market has shown resilience, with a ten-year CAGR of 3.8%, and is projected to continue growing due to increasing energy efficiency demands [10]. - Magnetic suspension refrigeration compressors are gaining traction in the market, offering significant energy savings and performance improvements [11]. 4. Vacuum Pump Industry - The vacuum pump market is rapidly evolving, with a projected market size of over 200 billion yuan by 2025, driven by advancements in technology and increasing applications in various industries [12]. - High-speed magnetic suspension vacuum pumps are becoming more prevalent, with a focus on energy efficiency and performance [15]. 5. ORC Power Generation System Industry - The Organic Rankine Cycle (ORC) power generation system market is expanding, supported by strong demand for industrial waste heat recovery solutions [13]. - The integration of magnetic suspension technology in ORC systems enhances efficiency and reduces mechanical wear, positioning the company favorably in this niche market [16].

Core Points - The report summarizes the financial performance of Nanjing Cigu Technology Co., Ltd. for the first half of 2025, highlighting key financial metrics and changes compared to previous periods [1][2]. Company Overview - The company is listed on the Shanghai Stock Exchange with the stock code 688448 and the name "Cigu Technology" [2]. - As of the end of the reporting period, the total assets amounted to approximately 1.38 billion RMB, reflecting a decrease of 3.61% compared to the end of the previous year [2]. Financial Performance - The operating revenue for the reporting period was approximately 151.64 million RMB, showing a slight increase of 1.17% compared to the same period last year [2]. - The total profit for the period was approximately 2.59 million RMB, which represents a significant decrease of 61.32% compared to the previous year [2]. - The net profit attributable to shareholders of the listed company was not explicitly stated, but the net profit after deducting non-recurring gains and losses was approximately 2.55 million RMB, an increase of 13.65% year-on-year [2]. Shareholder Information - The total number of shareholders as of the reporting period was 5,565 [3]. - Major shareholders include Wu Lihua with 17.46% ownership and Wu Ningchen with 15.66% ownership, both of whom are identified as controlling shareholders and have signed a concerted action agreement [4].

证券代码：688448 证券简称：磁谷科技 公告编号：2025-029 南京磁谷科技股份有限公司 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、董事会会议召开情况 南京磁谷科技股份有限公司（以下简称"公司"）第二届董事会第二十四次会 议通知于 2025 年 8 月 5 日通过邮件形式送达公司全体董事，本次会议于 2025 年 8 月 15 日在公司会议室以现场结合通讯的方式召开。本次会议由董事长吴立 华先生召集并主持召开，会议应出席董事 9 人，实际出席董事 9 人，公司监事、 高级管理人员列席会议。 本次会议的召集和召开程序符合《中华人民共和国公司法》《中华人民共和 （以下简称"《公司章程》"） 国证券法》及《南京磁谷科技股份有限公司公司章程》 等有关规定，会议决议合法、有效。 二、董事会会议审议情况 本次会议以记名投票表决方式审议通过如下议案： （一）审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 根据《公开发行证券的公司信息披露内容与格式准则第 3 号——半年度报告 的内容与格式》《上海证券交易所 ...

Group 1 - The supervisory board of Nanjing Magu Technology Co., Ltd. held its 20th meeting on August 15, 2025, with all three supervisors present, confirming the legality and validity of the meeting procedures [1][2]. - The supervisory board approved the company's 2025 semi-annual report, stating that the report was prepared and reviewed in accordance with relevant laws and regulations, and accurately reflects the company's situation [1][2]. - The board also approved the special report on the storage and use of raised funds, confirming compliance with regulations and that there were no violations or damages to the interests of the company and its shareholders [2][3]. Group 2 - The supervisory board approved the proposal for the postponement of certain fundraising projects and the use of self-owned funds to pay for project costs, which will be replaced by raised funds, emphasizing the decision's prudence and efficiency [2][3]. - The board agreed to continue using temporarily idle raised funds (including over-raised funds) for cash management, with a limit of up to RMB 200 million, ensuring that this will not affect the company's normal operations or investment projects [4].

证券代码：688448 证券简称：磁谷科技 公告编号：2025-031 南京磁谷科技股份有限公司 关于公司 2025 年半年度募集资金存放与使用情况的 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》《上海证券交 易所科创板股票上市规则》《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》等相关法律、法规，以及《公司章程》《募集资金管理制度》 等规定，南京磁谷科技股份有限公司（以下简称"公司"）董事会编制了《2025 年半年度募集资金存放与使用情况专项报告》如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到账情况 为了规范募集资金的管理和使用，保护投资者权益，公司依照《上市公司募 集资金监管规则》《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》等法律、法规和规范性文件的规定，结合公司实际情况，制定了《募集 资金管理制度》，对公司募集资金的存放、使用及使用情况的监管等方面做出具 体明确的规定。 根据《募集资金管理制度》 ...

证券代码：688448 证券简称：磁谷科技 公告编号：2025-032 南京磁谷科技股份有限公司 关于部分募投项目延期及使用自有资金支付募投项 目所需资金并以募集资金等额置换的公告 南京磁谷科技股份有限公司（以下简称"公司"）于 2025 年 8 月 15 日召开第 二届董事会第二十四次会议、第二届监事会第二十次会议，分别审议通过了《关 于部分募投项目延期及使用自有资金支付募投项目所需资金并以募集资金等额 置换的议案》，同意公司对部分募集资金投资项目（以下简称"募投项目"）达到 预定可使用状态日期进行延期，同时在确保不影响募投项目建设和募集资金使用 计划的前提下，预先使用自有资金支付募投项目所需资金，之后定期以募集资金 等额置换，并从募集资金专户划转至公司一般账户，该部分等额置换资金视同募 投项目使用资金。公司本次对部分募投项目延期及使用自有资金支付募投项目所 需资金并以募集资金等额置换事项，未改变募投项目的内容、投资用途、投资总 额及募投项目实施方式。 公司监事会对该事项发表了同意意见，保荐机构兴业证券股份有限公司（以 下简称"保荐机构"）对该事项出具了同意的核查意见，该事项在董事会审批权 限范围内，无需提 ...

证券代码：688448 证券简称：磁谷科技 公告编号：2025-033 南京磁谷科技股份有限公司 关于继续使用暂时闲置募集资金（含超募资金）进行现金管 理的公告 1636 号），公司获准首次向社会公众公开发行人民币普通股（A 股）1,781.53 万 股，每股面值为人民币 1.00 元，发行价格为人民币 32.90 元/股，募集资金总额 为人民币 58,612.34 万元，扣除发行费用人民币 5,755.49 万元后，公司本次募集 资金净额为人民币 52,856.85 万元。截至 2022 年 9 月 15 日，上述募集资金已经 全部到位。公证天业会计师事务所（特殊普通合伙）审验后，于 2022 年 9 月 15 日出具了编号为苏公 W[2022]B117 号《验资报告》。 为规范公司募集资金管理和使用，公司与保荐机构、存放募集资金的商业银 行签订了募集资金专户存储三方监管协议。 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。 二、募集资金投资项目情况 根据《南京磁谷科技股份有限公司首次公开发行股票并在科创板上市招股说 明 ...

(本页无正文,为《关于南京磁谷科技股份有限公司股票交易异常波动的询证函》 的回函之签字页) 《关于南京磁谷科技股份有限公司股票交易异常波动的询 证函》的回函 致:南京磁谷科技股份有限公司 贵公司《关于南京磁谷科技股份有限公司股票交易异常波动的询证函》已收 悉,现就公司询证事项回复如下: 1、截至目前,本人不存在涉及贵公司的应披露而未披露的重大事项,或处 于筹划阶段的重大事项,包括但不限于正在筹划重大资产重组、发行股份、上市 公司收购、债务重组、业务重组、资产剥离和资产注入等重大的事项。 2、本人于股票交易异常波动期间(2025年8月14日、8月15日、8月18 日) 不存在买卖本公司股票的情形。 (以下无正文) 控股股东、实际控制人: 吴立华 吴宁晨 2025年8月18日 the state of the : ...

南京磁谷科技股份有限公司 2025 年度"提质增效重回报"行动方案的半年度评估报告 为践行"以投资者为本"的上市公司发展理念，南京磁谷科技股份有限公司 （以下简称"公司"）基于对公司发展前景的信心和对公司长期投资价值的认可， 制定了《2025 年度"提质增效重回报"行动方案》，并对 2025 年半年度方案的执 行情况进行了评估。该评估报告已经公司第二届董事会第二十四次会议审议通过， 具体执行情况如下： 一、推进主营主业发展，持续提升经营质量 2025 年上半年，公司围绕"稳中求进，创新驱动"经营主基调，深耕主营主 业，持续优化产品布局，加大新产品的市场拓展力度，推进事业部制转型，不断 提升经营质量，保障公司持续稳健发展。 报告期内，公司深挖关键行业客户需求，积极进行新市场的开拓，公司实 现营业收入 15,164.47 万元，同比增长 1.17%；实现归属于母公司所有者的净利 润 448.49 万元，同比下降 46.10%；实现归属于母公司所有者的扣除非经常性损 益的净利润 254.79 万元，同比增长 13.65%。报告期内公司归母净利润有所下 降，主要受行业竞争影响，公司主营业务毛利率较去年同期有所下降，并 ...