据证券之星公开数据整理，近期信宇人（688573）发布2025年中报。截至本报告期末，公司营业总收入 8647.66万元，同比下降45.57%，归母净利润-7240.64万元，同比下降70.96%。按单季度数据看，第二季 度营业总收入3155.71万元，同比下降70.24%，第二季度归母净利润-4654.11万元，同比下降236.13%。 本报告期信宇人三费占比上升明显，财务费用、销售费用和管理费用总和占总营收同比增幅达 116.48%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率6.21%，同比减55.09%，净利 率-87.86%，同比减221.54%，销售费用、管理费用、财务费用总计3573.75万元，三费占营收比 41.33%，同比增111.16%，每股净资产7.36元，同比减15.94%，每股经营性现金流0.29元，同比增 213.76%，每股收益-0.76元，同比减76.74% 问：公司干法电极设备的进展？与同行同类设备的差异是什么？ 答：公司干法电极设备样机已成功试制，目前正处于参数调试和技术验证阶段，已与国内头部客户进行 了初步技术交流。该设备由搅拌设备和干法涂布设备组成，其中搅拌 ...

Group 1 - The company reported a total operating revenue of 86.48 million yuan for the first half of 2025, representing a year-on-year decline of 45.57% [1] - The net profit attributable to shareholders of the parent company was -72.41 million yuan, which is an increase in loss of 30.05 million yuan compared to the same period last year [1] - The basic earnings per share were -0.76 yuan [1]

Core Viewpoint - Shenzhen Xinyuren Technology Co., Ltd. successfully completed its initial public offering (IPO) on the Shanghai Stock Exchange's Sci-Tech Innovation Board, raising a net amount of approximately RMB 506.2 million [1]. Continuous Supervision - The sponsor, Minsheng Securities, has established a comprehensive and effective continuous supervision system and has signed a sponsorship agreement with the company, which has been filed with the China Securities Regulatory Commission [2][3]. - During the supervision period, the company did not encounter any violations of laws or regulations [3][5]. - The sponsor conducted regular communication, site inspections, and due diligence to ensure compliance with relevant laws and regulations [5][6]. Financial Performance - For the first half of 2025, the company reported a significant decline in revenue, with total operating income of approximately RMB 86.5 million, down 45.57% from the previous year [14]. - The net profit attributable to shareholders was approximately -RMB 72.4 million, compared to -RMB 42.4 million in the same period last year, indicating a worsening financial situation [14]. - The company's basic earnings per share were -RMB 0.76, a decrease from -RMB 0.43 in the previous year [14]. Research and Development - The company invested 32.28% of its operating income in research and development, focusing on optimizing equipment, processes, and materials [14][22]. - The company has accumulated 377 intellectual property rights, including invention patents, demonstrating its commitment to innovation [17]. Competitive Advantages - The company has established a three-in-one research and development framework focusing on "equipment, processes, and materials," which enhances its competitive edge in the high-end manufacturing sector [16]. - It has developed key products such as the SDC coating machine and automated assembly lines, which meet the increasing demands of lithium battery manufacturers [18][20]. Industry Risks - The company faces risks related to rapid technological changes in the lithium battery industry, requiring continuous high-level research and development to maintain competitiveness [14]. - The industry is experiencing price wars that could further compress profit margins, alongside fluctuations in downstream demand affecting order sizes [15].

Core Viewpoint - The company plans to utilize part of its temporarily idle raised funds for cash management to enhance fund efficiency while ensuring that the normal progress of investment projects is not affected [2][9]. Fundraising Basic Situation - The company successfully issued 24,438,597 shares at a price of RMB 23.68 per share, raising a total of RMB 578,705,976.96, with a net amount of RMB 506,200,215.35 after deducting issuance costs [2][4]. Fund Usage and Idle Situation - The company is advancing its investment projects according to the fundraising plan, but some funds will be temporarily idle due to the construction progress [4][5]. - The company aims to manage these idle funds to improve efficiency without impacting ongoing projects [5][6]. Investment Overview - The purpose of cash management is to enhance the efficiency of raised funds while ensuring the safety of the funds and the normal implementation of investment projects [5][6]. - The maximum daily balance for cash management is set at RMB 180 million, allowing for rolling use within this limit [5][6]. Investment Method - The company will adhere to prudent investment principles, selecting low to medium-risk financial products with high liquidity and safety [6][7]. - The investment period is authorized for 12 months from the board's approval date, with the chairman responsible for specific decisions [6][7]. Impact on Daily Operations - The plan to use idle funds for cash management is designed to ensure that the normal progress of investment projects is maintained, thereby not harming shareholder interests [7][8]. - This strategy is expected to generate additional investment returns, enhancing overall shareholder value [8][9]. Review Procedures and Opinions - The board and supervisory committee have approved the proposal to use idle funds for cash management, confirming compliance with relevant regulations [8][9]. - The sponsor institution has no objections to the company's plan, affirming that it aligns with regulatory requirements and benefits both the company and its shareholders [9].

Group 1 - The company plans to acquire land use rights through bidding to construct the Xinyuren Longgang Intelligent Headquarters Project to meet its ongoing development needs [1] - The total investment for the project is 500 million RMB, which includes land transfer fees, construction of factories, and equipment costs [1]

二、监事会会议审议情况 经与会监事审议并以书面记名投票的方式对本次会议的议案进行了表决，审 议结果如下： 1、审议通过《关于 2025 年半年度报告及其摘要的议案》 监事会认为：公司根据《中华人民共和国公司法》《中华人民共和国证券法》 《上海证券交易所科创板股票上市规则》以及《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》等法律、法规以及规范性文 件的规定，编制的《深圳市信宇人科技股份有限公司2025年半年度报告》和《深 圳市信宇人科技股份有限公司2025年半年度报告摘要》所披露的内容真实、准确、 完整，不存在虚假记载、误导性陈述或重大遗漏。编制和审议的人员无违反保密 规定的行为。 证券代码：688573 证券简称：信宇人 公告编号：2025-040 深圳市信宇人科技股份有限公司 第三届监事会第二十二次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 深圳市信宇人科技股份有限公司（以下简称"公司"）于2025年8月28日在 公司会议室以现场及通讯表决的方式召 ...

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 使用部分暂时闲置募集资金进行现金管理 的核查意见 民生证券股份有限公司（以下简称"民生证券"、"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 券交易所科创板上市公司自律监管指引第 1 号——规范运作》《上海证券交易所 科创板股票上市规则》等有关规定，对信宇人使用部分暂时闲置募集资金进行现 金管理的事项进行了审慎核查，具体核查情况和意见如下： 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《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，公司首次公开发行人民币普通股（A股）股票2,443.8597万股，每股 面值1元，每股发行价格为人民币23.68元，募集资金总额为人民币578,705,976.96 元，扣除各类发行费用（不含增值税）人民币72,505,761.61元后，实际募集资金 净额为人民币506,200,215.35元。募集资金已于2023 ...

民生证券股份有限公司 | 序 号 | 工作内容 | 完成或督导情况 | | --- | --- | --- | | | 持续督导期间，上市公司或相关当事人出现违法 | | | | 违规、违背承诺等事项的，应自发现或应当发现 | | | | 之日起 个工作日内向上海证券交易所报告，报 5 | 本持续督导期间，公司及相关当事人 | | 4 | 告内容包括上市公司或相关当事人出现违法违 | 未出现违法违规、违背承诺等事项。 | | | 规、违背承诺等事项的具体情况，保荐人采取的 | | | | 督导措施等。 | | | | 通过日常沟通、定期回访、现场检查、尽职调查 | 本持续督导期内，保荐机构通过日常 | | 5 | | 沟通、定期或不定期回访以及尽职调 | | | 等方式开展持续督导工作。 | 查等方式开展持续督导工作。 | | | | 保荐机构持续督促、指导公司及其董 | | | 督导上市公司及其董事、监事、高级管理人员遵 | 事、监事、高级管理人员。本持续督 | | | 守法律、法规、部门规章和上海证券交易所发布 | 导期间，公司及其董事、监事、高级 | | 6 | 的业务规则及其他规范性文件，并切实履行其 ...

深圳市信宇人科技股份有限公司2025 年半年度报告 公司代码：688573 公司简称：信宇人 深圳市信宇人科技股份有限公司 2025 年半年度报告 1 / 180 深圳市信宇人科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 报告期内，不存在对公司生产经营产生实质性影响的特别重大风险。公司已在报告中详细描 述可能存在的相关风险，敬请查阅"第三节管理层讨论与分析：四、风险因素"部分内容。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人杨志明、主管会计工作负责人陈虎及会计机构负责人（会计主管人员）胡荣庭 声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的 ...

证券代码：688573 证券简称：信宇人 公告编号：2025-039 深圳市信宇人科技股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 一、本次计提减值准备情况概述 （二）资产减值损失 本报告期末，公司根据《企业会计准则第 8 号——资产减值》及公司会计政 策，存货按照成本与可变现净值孰低计量，并按单个存货项目计提存货跌价准备。 公司对以摊余成本计量的合同资产以预期信用损失为基础进行减值会计处理并 确认损失准备。对由收入准则规范的交易形成的合同资产，公司运用简化计量方 法，按照相当于整个存续期内预期信用损失的金额计量损失准备。经测试，公司 2025 年半年度资产减值损失共计 8,143,512.54 元。 三、本次计提减值准备对公司的影响 公 司 2025 年 半 年 度 计 提 的 信 用 减 值 损 失 和 资 产 减 值 损 失 共 计 为 29,517,909.81 元，将导致公司合并报表利润总额（合并利润总额未计算所得税影 响）减少 29,517,909 ...