证券代码：688605 证券简称：先锋精科 公告编号：2025-028 江苏先锋精密科技股份有限公司 2025 年半年度募集资金存放、管理与实际使用情况的专项报 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》（证 监会公告〔2025〕10号）、《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》以及《上海证券交易所科创板股票上市 规则》的相关规定，江苏先锋精密科技股份有限公司（以下简称"公 司"或"本公司"）董事会编制了2025年半年度（以下简称"报告期"） 募集资金存放、管理与实际使用情况的专项报告如下： 一、募集资金基本情况 （一）实际募集资金金额及资金到位情况 经中国证券监督管理委员会《关于同意江苏先锋精密科技股份有 限公司首次公开发行股票注册的批复》（证监许可[2024]1325 号）核 准，并经上海证券交易所同意，本公司由主承销商华泰联合证券有限 责任公司（以下简称"华泰联合"）2024 年 11 月 29 日向社会公众 首次公开发行人民币普通股 ...

先锋精科公告，2025年上半年营业收入6.55亿元，同比增长19.52%。净利润1.06亿元，同比下降 5.39%。 ...

Core Viewpoint - The company has announced a delay in the completion of two major projects, extending their timelines to September 2028 and August 2028, respectively, due to various challenges faced during the construction process [1] Project Delays - The completion date for the 'Variable Frequency Drive, Servo System, Elevator and Construction Hoist System Integration Production Base Construction Project' has been postponed from September 2025 to September 2028 [1] - The 'Marketing Service Network and Information Technology Upgrade Construction Project' has also been delayed from August 2025 to August 2028 [1] Reasons for Delay - The delays are attributed to several practical issues encountered during the project construction, including unfinished factory renovations, equipment procurement, and personnel recruitment [1] - Changes in the market environment and industry development have necessitated a reassessment of the marketing service network layout and research requirements [1] - Customization and personalization demands for the information technology system upgrade have also contributed to the delays [1] Impact on Operations - The company stated that these delays will not have a significant adverse impact on its normal operations [1] - The company will closely monitor changes in the market environment and plan project construction progress rationally to optimize resource allocation and ensure timely project completion [1]

Market Overview - The Shanghai Composite Index closed at 3766.21 points, above the six-month moving average, with an increase of 1.04% [1] - The total trading volume of A-shares reached 24,484.14 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 93 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xi'an Catering (9.78%) - Fuyao Glass (9.01%) - Sunrise Orient (6.98%) [1] Stocks with Small Deviation Rates - Stocks with minor deviation rates that just crossed the six-month moving average include: - Rui Ming Technology - Fengle Seed Industry - ST Zhongdi [1] Performance of Selected Stocks - Xi'an Catering: - Price change: +10.06% - Turnover rate: 11.89% - Latest price: 9.85 yuan - Deviation rate: 9.78% [1] - Fuyao Glass: - Price change: +10.01% - Turnover rate: 2.85% - Latest price: 61.35 yuan - Deviation rate: 9.01% [1] - Sunrise Orient: - Price change: +10.02% - Turnover rate: 9.10% - Latest price: 10.76 yuan - Deviation rate: 6.98% [1]

天眼查商业履历信息显示，江苏先锋精密科技股份有限公司，成立于2008年，位于泰州市，是一家以从 事有色金属冶炼和压延加工业为主的企业。企业注册资本20237.9856万人民币，实缴资本15178.4856万 人民币。公司法定代表人为游利。 通过天眼查大数据分析，江苏先锋精密科技股份有限公司共对外投资了2家企业，参与招投标项目29 次，知识产权方面有商标信息11条，专利信息168条，此外企业还拥有行政许可79个。 来源：金融界 资金流向方面，今日主力资金净流出1547.54万元，占比成交额8.77%。其中，超大单净流出311.43万 元、占成交额1.77%，大单净流出1236.10万元、占成交额7.01%，中单净流出流入919.38万元、占成交 额5.21%，小单净流入628.16万元、占成交额3.56%。 先锋精科最新一期业绩显示，截至2025一季报，公司营业总收入3.00亿元、同比增长38.58%，归属净利 润4198.37万元，同比减少10.26%，扣非净利润4110.63万元，同比减少12.12%，流动比率3.837、速动比 率3.106、资产负债率23.12%。 金融界消息 截至2025年8月19日收 ...

Summary of Sprint-Tech Conference Call Company and Industry Overview - **Company**: Sprint-Tech (688605.SS) - **Industry**: Semiconductor Precision Equipment (SPE) components for deposition and etching tools Key Points and Arguments 1. **Focus on Advanced Products**: Sprint-Tech is expanding its capacity to produce advanced products and module assembly, primarily focusing on metal parts for SPE clients [1][3] 2. **Localization Trend**: Management anticipates an increase in the localization of SPE components in the Chinese market, driven by the growth of local SPE clients and the need for advanced nodes with higher yield rates and better performance [1][2] 3. **Revenue Growth**: The company reported a 104% year-over-year increase in revenues, reaching Rmb1.1 billion in 2024, largely due to strong demand for both components and module products [3] 4. **Gross Margin Pressure**: Despite a positive growth outlook, management noted near-term pressures on gross margins, with Q1 gross margin dropping to 27.5% compared to 33.0% for the full year 2024 [4] 5. **Client Demand and Product Adjustment**: Sprint-Tech is adjusting its product parameters to meet the evolving demands of its SPE clients, expecting better average selling prices (ASP) as it transitions to new generation products [4] 6. **Technology Advantages**: The founding team’s expertise in SPE equipment allows Sprint-Tech to offer customized solutions and improve product performance and reliability through experience with materials and dynamic balance [8] 7. **Market Opportunities**: Management highlighted opportunities in the local SPE component market, driven by increased capabilities and client penetration, as well as a shift from mature nodes to advanced nodes components [9] Additional Important Insights - **Client Base**: Major clients include NAURA, AMEC, and Piotech, with deposition and etching components making up over 80% of total revenues [3] - **Future Capex Expectations**: Anticipated semiconductor capital expenditure (capex) spending is projected to rise to US$40 billion, US$42 billion, and US$44 billion from 2025 to 2027, benefiting local SPE suppliers [2] - **Partnerships**: Long-term partnerships with local SPE leaders are crucial for co-developing new products and accelerating mass production for clients [8]

Core Viewpoint - The company, through its subsidiary Jingjiang Xianjie Aviation Parts Co., Ltd., is involved in the manufacturing and surface treatment of metal components specifically for the aviation and aerospace sectors, with a focus on commercial aircraft and some aerospace products [1] Group 1 - The subsidiary has achieved certifications in aviation quality management systems, specifically AS9100D and ISO9001:2015 [1] - The company's surface treatment business is aligned with the manufacturing of structural components for commercial aviation vehicles [1] - The aerospace sector has begun to see some of the company's products being utilized in surface treatment [1]

Group 1 - The core point of the article highlights the financing activities of Xiangyin Precision Technology, which had a financing buy-in amount of 0.10 billion yuan on August 1, ranking 1105th in the market [1] - Over the last three trading days, the financing buy-in amounts for Xiangyin Precision Technology were 0.14 billion yuan, 0.16 billion yuan, and 0.10 billion yuan respectively [1] - On the same day, the company had a financing repayment amount of 0.11 billion yuan, resulting in a net sell of 1.0132 million yuan [1] Group 2 - In terms of securities lending, the company had no shares sold or net sold on that day, indicating no activity in this area [1]

Group 1 - Kangxi Communication is expected to see an increase in overseas order volume in Europe and South Asia by the second half of 2025, with gross margins for overseas products significantly higher than domestic ones [1] - The demand for drone products in the low-altitude economy is strong, with the company planning to conduct R&D in 2024 and sample delivery in 2025, having already secured bulk orders [1] - The company's cash flow situation is healthy, and with increasing sales revenue and improved accounts receivable management, operating net cash flow is expected to become even healthier [1] Group 2 - Shenzhen Chip Zhongxin, a strategic investment by the company, is projected to achieve a net profit of over 16 million yuan in 2024, with a single-quarter net profit exceeding 12 million yuan in the first quarter of 2025 [1] - The introduction of Wi-Fi 7 is anticipated to enhance overall gross margins for the company, although price reductions in Wi-Fi 6 products may partially offset this; the company plans to adopt a multi-faceted approach to continuously improve product gross margin levels [1]

Group 1 - The stock price of Pioneer Precision Technology (688605) closed at 60.69 yuan on July 29, 2025, down 0.44% with a turnover rate of 4.24% and a trading volume of 17,200 lots, amounting to 104 million yuan [1] - The latest financial report for the first quarter of 2025 shows total revenue of 300 million yuan, a year-on-year increase of 38.58%, while net profit attributable to shareholders decreased by 10.26% to 41.98 million yuan, and non-recurring net profit decreased by 12.12% to 41.11 million yuan [1] - The company has a current ratio of 3.837, a quick ratio of 3.106, and a debt-to-asset ratio of 23.12% [1] Group 2 - Pioneer Precision Technology has made investments in 2 external companies and participated in 29 bidding projects [2] - The company holds 11 trademark registrations and 161 patent applications, along with 79 administrative licenses [2]