海通证券股份有限公司 关于无锡日联科技股份有限公司 调整募投项目内部结构及部分募投项目延期的核查意见 海通证券股份有限公司（以下简称"海通证券"或"保荐机构"）作为无锡日联 科技股份有限公司（以下简称"日联科技"或"公司"）首次公开发行股票并在科创 板上市持续督导阶段的保荐机构，根据《证券发行上市保荐业务管理办法》、《上 市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》、《上海 证券交易所科创板股票上市规则》等有关规定，对日联科技调整募投项目内部结 构及部分募投项目延期的事项进行了核查，具体情况如下： 一、募集资金的基本情况 经中国证券监督管理委员会于 2023 年 2 月 21 日出具的《关于同意无锡日联 科技股份有限公司首次公开发行股票注册的批复》（证监许可[2023]366 号）， 公司向社会公开发行人民币普通股（A 股）1,985.1367 万股，发行价格 152.38 元 /股，募集资金总额为人民币 302,495.13 万元，扣除各项发行费用后的实际募集 资金净额为人民币 273,079.07 万元。上述资金已于 2023 年 3 月 28 日全部到位， 经容诚会计师事务所（特殊 ...

Financial Performance - Revenue for the first three quarters of 2024 reached 5.12 billion yuan, a year-on-year increase of 20.03% [2] - Net profit attributable to shareholders was 1.05 billion yuan, up 30.09% year-on-year [2] - Integrated circuit and electronic manufacturing inspection sector revenue was 2.22 billion yuan, accounting for 43.50% of total revenue, with a 34.64% year-on-year growth [3] - New energy battery inspection sector revenue was 996.8 million yuan, accounting for 19.51% of total revenue, with a 9.12% year-on-year decline [3] - Casting, welding, and material inspection sector revenue was 1.19 billion yuan, accounting for 23.27% of total revenue, with a 21.47% year-on-year growth [3] - Spare parts and other sectors revenue was 594.5 million yuan, accounting for 11.63% of total revenue, with a 35.98% year-on-year growth [3] Business Segments - Integrated circuit inspection equipment revenue reached 451.2 million yuan in the first three quarters of 2024, a 67.07% year-on-year increase [3] - The company's X-ray intelligent inspection equipment is applicable to both liquid and solid-state battery detection [3] - Products have been adopted by major new energy battery manufacturers including CATL, BYD, and EVE Energy [3] - The company is advancing into advanced packaging and testing scenarios, with nano-level open-tube X-ray source prototypes under testing [3] Strategic Development - The company is actively exploring M&A opportunities in the industrial inspection sector [4] - Future plans include investment in advanced inspection equipment or core component manufacturers [4] - The company aims to expand product categories and capture more market segments through strategic acquisitions [4] Market Trends - High market demand in downstream sectors such as consumer electronics, automotive electronics, and server motherboards has driven growth in the integrated circuit and electronic manufacturing inspection sector [3] - The company is closely monitoring development trends and industrial opportunities in the solid-state battery sector [3]

Summary of Conference Call on Ruilian Technology Company Overview - **Company**: Ruilian Technology - **Industry**: Industrial X-ray detection equipment and core components Key Points and Arguments 1. **Business Segments**: Ruilian Technology operates in three main segments: industrial X-ray detection equipment, core components, and lithium battery detection equipment [2][3][4] 2. **Revenue Growth**: In the first three quarters, Ruilian's revenue reached over 200 million, with a year-on-year growth of approximately 30% [3][4] 3. **Order Growth**: Orders in the semiconductor sector increased by over 40% year-on-year, indicating strong demand in consumer electronics, automotive electronics, and server-level products [3][4] 4. **Lithium Battery Sector**: Revenue from lithium battery detection equipment was below 100 million, showing a decline compared to the previous year, but the decline rate has narrowed from nearly 20% to less than 10% [3][4] 5. **Automotive Components**: Revenue from automotive component detection accounted for about 23% of total revenue, showing a positive growth trend [5][6] 6. **Micro-focus X-ray Sources**: Revenue from micro-focus X-ray sources grew by over 50% year-on-year, with significant increases in confirmed revenue [5][6] 7. **Gross Margin Improvement**: Gross margin improved from approximately 40% to 45% year-on-year, driven by product upgrades and increased self-sourced components [7][8] 8. **Market Trends**: The trend towards automation and intelligence in lithium battery production is increasing the demand for high-value detection equipment [10][11] 9. **Client Relationships**: Ruilian has established a growing relationship with major clients like CATL, with a shift towards purchasing both equipment and core components separately [12][13] 10. **Product Development**: Ruilian is focusing on developing high-end products, including 3D detection equipment, to meet the increasing demands of clients [10][11][12] Additional Important Information 1. **Market Dynamics**: The overall market for lithium batteries is experiencing a cautious recovery, with expectations of growth in the coming year [27][28] 2. **Revenue Projections**: The company anticipates a cautious growth outlook for the lithium battery sector, with expectations of a slight increase in revenue compared to the previous year [27][28] 3. **Client Segmentation**: Major clients account for a significant portion of revenue, with CATL contributing around 30% and BYD being the second-largest client [26][27] 4. **Technological Advancements**: The transition from 2D to 3D detection methods is expected to enhance detection accuracy and efficiency, aligning with industry trends [11][20] 5. **Sales Strategy**: Ruilian employs a selective approach in client engagement, focusing on projects with favorable financial metrics and strategic importance [16][17] This summary encapsulates the key insights from the conference call regarding Ruilian Technology's performance, market trends, and future outlook in the industrial X-ray detection equipment sector.

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company achieved steady growth in Q3 2024, with a revenue of 510 million yuan, representing a year-on-year increase of 20%. The net profit attributable to shareholders was 110 million yuan, up 30.1% year-on-year [1] - The company is expanding its X-ray source equipment production and actively exploring overseas markets, with overseas sales revenue gradually increasing [1] - The company plans to invest 700 million yuan in a project to build a facility for producing 3,000 sets of industrial X-ray intelligent detection equipment, with construction expected to take place from January 2025 to December 2026 [1] Financial Performance Summary - For the first three quarters of 2024, the company's gross margin was 45.2%, an increase of 5.6 percentage points year-on-year, while the net profit margin was 20.5%, up 1.6 percentage points year-on-year [1] - The company reported inventory of 270 million yuan, a year-on-year increase of 36.3%, and accounts receivable of 270 million yuan, up 27.9% year-on-year [1] - The projected revenue for 2024-2026 is 765 million yuan, 1,004 million yuan, and 1,295 million yuan respectively, with net profits of 151 million yuan, 211 million yuan, and 273 million yuan respectively [3][4] Valuation Metrics - The projected diluted EPS for 2024-2026 is 1.3 yuan, 1.8 yuan, and 2.4 yuan respectively, with corresponding P/E ratios of 44, 32, and 24 [1][3] - The company maintains a strong position in the industrial X-ray detection equipment sector, with robust domestic substitution capabilities for X-ray sources [1]

告 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。 证券代码：688531 证券简称：日联科技 公告编号：2024-069 无锡日联科技股份有限公司股东减持股份计划公 重要内容提示： 大股东持股的基本情况 截至本公告披露日，苏州金沙江联合二期股权投资合伙企业（有限合伙）（以 下简称"金沙江"）持有无锡日联科技股份有限公司（以下简称"公司"）股份 7,835,075 股，占公司总股本的 6.84%。上述股份为公司首次公开发行股票并上市 前取得的股份，及公司实施资本公积转增股本而相应增加的股份，已全部解除限 售并上市流通。 金沙江系已在中国证券投资基金业协会完成备案的私募基金，并向中国证券 投资基金业协会成功申请了适用创业投资基金股东的减持政策，投资期限在 60 个月以上，根据《上市公司创业投资基金股东减持股份的特别规定(2020 年修订)》 《上海证券交易所上市公司创业投资基金股东减持股份实施细则(2020 年修订)》 有关规定，金沙江减持股份总数均不受比例限制。 减持计划的主要内容 金沙江计划以集中竞价、大宗交 ...

证券代码：688531 证券简称：日联科技 公告编号：2024-068 无锡日联科技股份有限公司 关于竞得土地使用权并投资建设项目的进 展公告 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。 一、项目投资概述 无锡日联科技股份有限公司（以下简称"日联科技"或"公司"）于2024 年9月27日召开了第四届董事会第三次会议，审议通过了《关于拟购买土地使用 权并投资建设项目的议案》，同意公司开展"日联科技年产3000台套工业射线 智能检测设备"项目，购买无锡市新吴区44,447.5平方米（约66.74亩）土地使 用权，并进行一期建设，同时授权公司经营管理层具体负责购买土地使用权及 项目建设相关事宜。 具体内容详见公司于 2024 年 9 月 28 日 在 上 海 证 券 交 易 所 网 站 （ www.sse.com.cn）披露的《关于拟购买土地使用权并投资建设项目的公告》（ 公告编号：2024-060）。 二、项目进展情况 出让方：无锡市自然资源和规划局 受让方：无锡日联科技股份有限公司 2、土地位置：无锡市新吴区城南路西侧 ...

| 回购方案首次披露日 | 2024/2/7，由公司董事长、实际控制人刘骏先生提 | | | | | --- | --- | --- | --- | --- | | | 议 | | | | | 回购方案实施期限 | 年 2 月 6 日~2025 年 | 月 | | 2024 5 日 | | 预计回购金额 | 万元 10,000 万元~20,000 | | | | | 回购用途 | □减少注册资本 | | | | | | √用于员工持股计划或股权激励 | | | | | | □用于转换公司可转债 | | | | | | □为维护公司价值及股东权益 | | | | | 累计已回购股数 | 1,567,736 股 | | | | | 累计已回购股数占总股本比 | 1.37% | | | | | 例 | | | | | | 累计已回购金额 | 10,320.18 万元 | | | | | 实际回购价格区间 | 41.29 元/股~76.72 元/股 | | | | | | | | 2 | | 一、 回购股份的基本情况 2024 年 2 月 6 日，公司召开第三届董事会第二十次会议，审议通过了《关于 以集中竞价交易方式 ...

证券代码：688531 证券简称：日联科技 无锡日联科技股份有限公司投资者关系活动记录表 编号：2024-1101 | --- | --- | --- | |-------------------------|------------------------------------------------------------------|----------------------------------------------------| | | □特定对象调研 \n□媒体采访 | □分析师会议 \n ☑业绩说明会 | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | □现场参观 □其他 | （请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | 参与本次业绩说明会的线上投资者 | | | 时间 | 2024 年 11 月 1 日 | | | 地点 | 上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/ | ） | | | 董事长：刘骏 | | | 上市公司接待人员姓 名 | 财务负责人：乐其中 董事会秘书：辛晨 | | | | ...

Investment Rating - The report maintains a "Buy" rating for the company [5][7]. Core Views - The company reported a year-on-year revenue growth of 18% in Q3 2024, driven by increased demand for X-ray detection equipment and sources [5][6]. - The gross margin improved to 44.81% in Q3, up 4.07 percentage points year-on-year, attributed to product upgrades and increased self-manufacturing of X-ray sources [6]. - The company plans to invest 700 million yuan to expand its industrial X-ray detection equipment capacity, indicating growing demand in high-end precision manufacturing sectors [6][7]. - Earnings forecasts for 2024-2026 have been slightly adjusted downwards, with expected net profits of 152 million yuan, 214 million yuan, and 307 million yuan respectively [7][8]. Financial Summary - For the first three quarters of 2024, the company achieved a revenue of 512 million yuan, a 20.03% increase year-on-year, and a net profit of 105 million yuan, up 30.09% year-on-year [5][8]. - The projected total revenue for 2024 is 765 million yuan, with a year-on-year growth rate of 30.2% [8]. - The gross margin for 2024 is expected to be around 45%, with a gradual increase in subsequent years [8][10].

Financial Performance - Operating revenue for Q3 2024 reached ¥179,013,299.25, an increase of 18.25% compared to the same period last year[2] - Net profit attributable to shareholders was ¥28,228,918.52, reflecting an 8.14% year-over-year growth[2] - Net profit excluding non-recurring gains and losses was ¥16,023,680.84, up 5.65% year-over-year[2] - Total operating revenue for the first three quarters of 2024 reached ¥511,821,080.91, an increase of 19.99% compared to ¥426,407,320.96 in the same period of 2023[16] - Net profit for the first three quarters of 2024 was ¥105,031,802.93, representing a 30.00% increase from ¥80,737,844.24 in the same period of 2023[17] - The company reported a total profit of ¥117,273,423.62 for the first three quarters of 2024, an increase of 28.93% compared to ¥90,955,711.84 in the previous year[17] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥3,585,849,938.65, a slight increase of 0.55% from the end of the previous year[3] - The company's current assets decreased to CNY 2,357,154,410.97 from CNY 3,258,688,301.74, representing a decline of approximately 27.6%[13] - The company's total liabilities increased to CNY 396,192,316.76 from CNY 306,780,897.21, showing a rise of approximately 29.2%[14] - Total liabilities increased to ¥396,192,316.76 in Q3 2024 from ¥306,780,897.21 in Q3 2023, reflecting a growth of 29.19%[15] - Total equity attributable to shareholders decreased to ¥3,189,657,621.89 in Q3 2024 from ¥3,259,337,914.88 in Q3 2023, a decline of 2.14%[15] Cash Flow - Cash flow from operating activities showed a net outflow of ¥12,523,326.81 for the year-to-date[3] - The net cash flow from operating activities was negative CNY 12,523,326.81, worsening from negative CNY 4,205,526.99 in the previous year[20] - In the first three quarters of 2024, the company generated cash inflows from operating activities amounting to CNY 519,820,946.87, an increase of 40% compared to CNY 370,888,123.82 in the same period of 2023[20] - Total cash outflows from operating activities were CNY 532,344,273.68, compared to CNY 375,093,650.81 in the same period last year, representing an increase of 42%[20] - The company reported a net cash flow from financing activities of negative CNY 190,427,376.98, a significant decline from a positive CNY 2,690,706,821.42 in the same period of 2023[21] Research and Development - R&D investment totaled ¥18,772,565.62, a decrease of 8.43% compared to the same period last year, representing 10.49% of operating revenue[3] - Research and development expenses for the first three quarters of 2024 were ¥59,924,042.87, up 28.67% from ¥46,562,498.08 in the same period of 2023[16] Shareholder Information - The company reported a total of 6,704 ordinary shareholders at the end of the reporting period[9] - The company has not indicated any changes in its major shareholder structure or significant new strategies during the reporting period[11] Other Financial Metrics - Basic earnings per share for the period was ¥0.25, an increase of 8.70% year-over-year[3] - Basic and diluted earnings per share for the third quarter of 2024 were both ¥0.92, compared to ¥0.75 in the same quarter of 2023[19] - The weighted average return on equity was 0.94%, an increase of 0.41 percentage points compared to the previous year[3] - Other comprehensive income after tax for the first three quarters of 2024 was ¥2,747,242.99, with no comparable figure provided for the previous year[17]