证券代码：688573 证券简称：信宇人 公告编号：2025-034 深圳市信宇人科技股份有限公司 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。 重要内容提示： ? 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为1,221,929股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 ? 本次股票上市流通总数为1,221,929股。 ? 本次股票上市流通日期为2025 年 8 月 18 日（因 2025 年 8 月 17 日为非交 易日，故顺延至下一交易日）。 一、本次上市流通的限售股类型 经中国证券监督管理委员会于 2023 年 6 月 27 日出具的《关于同意深圳市信 宇人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]1408 号） 同意注册，深圳市信宇人科技股份有限公司（以下简称"公司"或"信宇人"）首次向 社会公开发行人民币普通股（A 股）24,438,597 股，并于 2023 年 8 月 17 日在上海 证券交易所科创板挂牌上市。本公司 ...

Group 1 - The company Xinyu Ren (SH 688573) announced that approximately 1.2219 million restricted shares will be unlocked and listed for trading on August 18, 2025, representing 1.25% of the total share capital [2] - For the fiscal year 2024, the company's revenue composition is as follows: specialized equipment manufacturing accounts for 94.66%, while other businesses contribute 5.34% [2]

证券代码：688573 证券简称：信宇人 公告编号：2025-034 本次上市流通的限售股为公司首次公开发行部分战略配售限售股，限售股股 东 1 名，限售期为自公司首次公开发行的股票在上海证券交易所科创板上市之日 起24 个月，该限售股股东对应的股份数量为 1,221,929 股，占公司股本总数的 1.25%。 上述限售期即将届满，该部分限售股将于 2025 年 8 月 18 日（因 2025 年 8 月 深圳市信宇人科技股份有限公司 首次公开发行部分战略配售限售股上市流通公告 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： 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为1,221,929股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 本次股票上市流通总数为1,221,929股。 本次股票上市流通日期为2025 年 8 月 18 日（因 2025 年 8 月 17 日为非交 易日，故顺延至下一交易日）。 一、本次上市流通的限售股类型 经中国证券监 ...

民生证券股份有限公司 关于深圳市信宇人科技股份有限公司 首次公开发行部分战略配售限售股上市流通的核查意见 民生证券股份有限公司（以下简称"民生证券"或"保荐机构"）作为深圳 市信宇人科技股份有限公司（以下简称"信宇人"或"公司"）首次公开发行股 票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《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》等有关规定，对公司首次公开发行部分战略配售限售股 上市流通的事项进行了核查，具体情况如下： 一、本次上市流通的限售股类型 经中国证券监督管理委员会于 2023 年 6 月 27 日出具的《关于同意深圳市信 宇人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]1408 号） 同意注册，深圳市信宇人科技股份有限公司首次向社会公开发行人民币普通股 （A 股）24,438,597 股，并于 2023 年 8 月 17 日在上海证券交易所科创板挂牌上 市。本公司首次公开发行 A 股前总股本为 73,315,791 股，首次公开发行 A 股后 总股本为 97,754,388 股，其中有限售条件流 ...

科创50指数今日下跌1.11%，报收1058.57点，科创板全日成交量45.71亿股，成交额1630.19亿元，加权 平均换手率为2.52%。 证券时报·数据宝统计显示，今日可交易科创板股中，132只股收盘上涨，涨幅超过10%的有6只，涨幅 在5%至10%的有13只，收盘下跌的有452只，跌幅超10%的有1只。 科创板股换手率区间分布显示，换手率10%~20%的有24只，换手率5%~10%的90只，换手率3%~5%的 130只，换手率1%~3%的295只，换手率不足1%的有50只。 换手率最高的是胜科纳米，该股今日收盘上涨2.30%，全天换手率19.64%，成交额1.81亿元，其次是信 宇人，该股今日收盘下跌7.12%，全天换手率18.89%，成交额3.02亿元，换手率居前的还有南新制药、 益诺思、天承科技等，换手率分别为18.41%、18.08%、18.08%。 市场表现看，换手率超5%的个股中，今日上涨的有53只，涨幅居前的有南新制药、东芯股份、当虹科 技等，分别上涨20.00%、17.33%、15.79%。跌幅居前的有皓元医药、福立旺、仕佳光子等，分别下跌 10.04%、7.72%、7.60%。 分行业 ...

证券之星消息，7月30日电池板块较上一交易日下跌3.83%，信宇人领跌。当日上证指数报收于3615.72， 上涨0.17%。深证成指报收于11203.03，下跌0.77%。电池板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301511 | 德福科技 | 35.40 | 3.66% | 73.15万 | 25.10亿 | | | 600884 | 杉杉股份 | 10.08 | 1.61% | 90.15万 | | 9.07亿 | | 301121 | 紫建电子 | 41.01 | -0.12% | 3.60万 | | 1.49亿 | | 605378 | 野马电池 | 20.05 | -0.35% | 8.00万 | | 1.58亿 | | 000009 | 中国皇安 | 9.15 | -0.65% | 26.55万 | | 2.44亿 | | 301217 | 铜冠铜箔 | 26.57 | -0.78% | 60.77万 | 16.28亿 | | | 68 ...

Market Overview - The three major A-share indices showed mixed performance on the morning of the 30th, with the Shanghai Composite Index rising by 0.52%, while the Shenzhen Component Index and the ChiNext Index fell by 0.06% and 0.71% respectively [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1,102.2 billion yuan, a decrease of 43.6 billion yuan compared to the previous day [2] Sector Performance - The innovative drug and film industry sectors experienced gains, with stocks such as Nanjing New Pharmaceutical and Happiness Blue Sea hitting the daily limit of 20% [2] - The battery sector faced adjustments, with companies like Xinyu Ren and Zhengye Technology dropping over 5% [2] - The digital currency sector weakened, with Dongxin Peace falling more than 8% [2] - The diversified financial sector also saw fluctuations, with companies like Nanhua Futures and Zhongyou Capital declining over 5% [2]

Macro Strategy - The chemical sector has seen continuous catalysts on both supply and demand sides since 2024, with the current "anti-involution" trend enhancing the market outlook, driven by a favorable fundamental environment and potential valuation uplift from emerging industries [1][23] - More than half of the existing convertible bonds in the chemical sector are issued at the peak of the cycle, currently entering or about to enter the redemption period, coinciding with an upward cycle, leading to more proactive debt conversion measures [1][23] - The majority of chemical convertible bonds are small-cap, which, combined with their near-term characteristics, amplifies the asymmetry of returns [1][23] Currency Exchange Rate - The RMB central parity has shown a gradual appreciation trend, with the exchange rate expected to challenge the 7.15 range again, and the spot exchange rate may drop to the 7.10-7.15 range in August [1][25] - The recent strengthening of the RMB is supported by optimistic expectations from US-China trade negotiations and a robust domestic stock market [1][25] Anti-Involution Policy - The "anti-involution" price governance aims to address three main objectives: short-term regulation of price wars, medium-term capacity reduction to promote supply-demand balance, and long-term price recovery, particularly in PPI [2][26] - The previous supply-side reforms led to a 10-month recovery in PPI, and under neutral assumptions, a similar recovery may take 11-12 months, potentially reaching around 1.9% by September next year [2][26] Industry Rotation - The market is expected to remain optimistic in the third quarter, with a focus on sectors that align with upcoming policies and key events, particularly those benefiting from the "anti-involution" strategy [3][5] - Suggested sectors for investment include those with potential short-term demand improvements, such as photovoltaic, coal, and chemical industries, as well as technology sectors with recent catalysts [5][3] Company-Specific Insights - Xidi Microelectronics is positioned as a leading player in the analog chip sector, with a projected revenue growth of 32.10% year-on-year for the first three quarters of 2024, driven by significant contributions from its audio coil motor driver chip product line [11][12] - Minshida reported a 27.91% year-on-year revenue increase in its 2025 mid-year report, with expectations for continued growth in the transformer market driven by demand from sectors like new energy vehicles and wind power [13] - Gaomei's second-quarter performance is expected to turn profitable due to supply-side optimization driven by the "anti-involution" policy, with N-type silicon wafer prices rising to 1.1 yuan per piece [14][15]

Investment Rating - The report assigns an "Accumulate" rating to the company for the first time, considering its differentiated layout in solid-state battery solutions and potential benefits from the industrialization of solid-state batteries [11]. Core Viewpoints - The company, Xinyuren, is a leader in lithium battery drying equipment and is actively expanding into new energy and emerging fields, focusing on high-end equipment research, production, and sales [2][16]. - Xinyuren has developed a comprehensive product matrix covering all stages of liquid lithium battery manufacturing, including the innovative SDC coating machine, which offers competitive advantages in speed, uniformity, and efficiency [3][21]. - The company is launching a differentiated dry solution for halide electrolytes, aiming to benefit from the solid-state battery market by developing both energy-type and fast-charging-type solid-state electrolytes [4][56]. Summary by Sections 1. Company Overview - Xinyuren specializes in lithium-ion battery intelligent manufacturing equipment, focusing on drying and coating equipment, and has expanded into hydrogen fuel cells, optoelectronics, and medical fields [2][16]. - The company has established a strong technical advantage and market competitiveness through a three-in-one R&D system of high-end equipment, processes, and new materials [2][16]. 2. Product Development - The company has a complete product matrix that includes drying equipment, coating machines, roller cutting equipment, and hydrogen fuel cell equipment, providing diversified solutions for intelligent manufacturing [3][21]. - The SDC coating machine is noted for its fast coating speed and high utilization rate of coating liquid, enhancing its competitive position in the industry [3][21]. 3. Financial Performance - The company is expected to see a revenue of 5.83 billion yuan in 2025, with a projected growth of 21.5% in 2026 and 18.6% in 2027 [11][61]. - The forecasted net profit for 2025-2027 is 8.5 million yuan, 54.7 million yuan, and 79.4 million yuan respectively, with corresponding P/E ratios of 346, 54, and 37 [11][61]. 4. Market Position and Strategy - Xinyuren is positioned to benefit from the solid-state battery industry's growth, with a focus on developing low-cost, high-ion conductivity halide solid-state electrolytes [4][56]. - The company plans to establish a pilot production line within three years to validate its energy-type and fast-charging-type solid-state electrolytes [4][56].

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 2.07%, closing at 1054.20 points, with a total trading volume of 4.485 billion shares and a turnover of 151.892 billion yuan, resulting in an average turnover rate of 2.47% [1] - Among the tradable stocks on the STAR Market, 401 stocks closed higher, with 11 stocks increasing by over 10% and 40 stocks rising between 5% and 10%. Conversely, 185 stocks closed lower, with 1 stock declining by over 10% [1] Turnover Rate Analysis - The distribution of turnover rates shows that 22 stocks had a turnover rate between 10% and 20%, 91 stocks between 5% and 10%, 119 stocks between 3% and 5%, 289 stocks between 1% and 3%, and 68 stocks had a turnover rate of less than 1% [1] - The stock with the highest turnover rate was Xinyuren, which closed down by 5.16% with a turnover rate of 19.52% and a transaction amount of 317 million yuan. Other notable stocks included Saifen Technology and Qingyun Technology, with turnover rates of 16.87% and 15.62%, respectively [1] Sector Performance - In terms of industry, the pharmaceutical and biotechnology sector had the highest number of stocks with a turnover rate exceeding 5%, totaling 32 stocks, followed by the electronics and computer sectors with 27 and 20 stocks, respectively [2] - Among high turnover stocks, 62 experienced net inflows of main funds, with the highest net inflows recorded for Yuncong Technology, Youkede, and Gaomei Shares, amounting to 118 million yuan, 88.645 million yuan, and 73.8116 million yuan, respectively [2] Leverage Fund Movements - A total of 78 high turnover stocks received net purchases from leveraged funds, with notable increases in financing balances for Tiejian Heavy Industry, Shangwei New Materials, and Shijia Photon, which saw increases of 356 million yuan, 277 million yuan, and 218 million yuan, respectively [2] - Conversely, stocks such as Jinchengzi, Fuliwang, and Zhongke Lanyun experienced significant decreases in financing balances, with reductions of 30.322 million yuan, 27.8513 million yuan, and 25.3532 million yuan, respectively [2] Earnings Reports - Among high turnover stocks, one company reported a net profit increase of 2147.93%, while another company announced a half-year performance report with a net profit increase of 50.89% [2]