国投证券股份有限公司 关于易思维（杭州）科技股份有限公司 使用自有资金、银行承兑汇票等方式 支付募投项目所需资金 并以募集资金等额置换的核查意见 三、使用自有资金、银行承兑汇票等方式支付募投项目所需资 金并以募集资金等额置换的原因 根据《上市公司募集资金监管规则》（证监会公告〔2025〕10 号）第十五条 第二款之规定："募集资金投资项目实施过程中，原则上应当以募集资金直接支 付，在支付人员薪酬、购买境外产品设备等事项中以募集资金直接支付确有困难 的，可以在以自筹资金支付后六个月内实施置换。"在募投项目的实施过程中， 公司存在以自有资金、银行承兑汇票、信用证、外汇等方式支付募投项目的部分 款项，后续再由募集资金专户等额划转资金至公司自有资金存款账户的客观实际 需求，具体原因如下： 1、公司募投项目在实施过程中需要支付募投项目人员工资、相应社会保险 及住房公积金、奖金、补贴等人员薪酬及各项税费，根据中国人民银行《人民币 国投证券股份有限公司（以下简称"国投证券"或"保荐人"）作为易思维 （杭州）科技股份有限公司（以下简称"易思维"或"公司"）首次公开发行股 票并在科创板上市的保荐人，根据《上海证券交易所科创板股 ...

证券代码：688816 证券简称：易思维 公告编号：2026-004 易思维（杭州）科技股份有限公司 关于使用自有资金、银行承兑汇票等方式支 付募投项目所需资金并以募集资金等额置 换的公告 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。 易思维（杭州）科技股份有限公司（以下简称"公司"）于 2026 年 3 月 27 日召开第一届董事会第十四次会议，审议通过了《关于使用自有资金、银行承兑 汇票等方式支付募投项目所需资金并以募集资金等额置换的议案》，同意公司在 募投项目实施期间根据实际情况使用自有资金、银行承兑汇票、信用证、外汇等 方式支付募投项目所需资金，并以募集资金等额置换。上述事项无需提交公司股 东会审议。保荐人国投证券股份有限公司（以下简称"保荐人"）对该事项出具 了核查意见。现将相关情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于同 意易思维（杭州）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 〔2025〕2791 号），公司首次公开发行人民币普通股（ ...

1 进行现金管理的专用结算，不会用于存放非募集资金或用作其他用途。 证券代码：688816 证券简称：易思维 公告编号：2026-003 易思维（杭州）科技股份有限公司 关于开立募集资金现金管理专用结算账户 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。 易思维（杭州）科技股份有限公司（以下简称"公司"）于 2026 年 3 月 12 日召开第一届董事会第十三次会议，审议通过了《关于使用部分暂时闲置募集资 金进行现金管理的议案》，同意公司在保证不影响募集资金投资项目实施、确保 募集资金安全的前提下，使用最高额不超过人民币 100,000 万元（含本数）的 部分暂时闲置募集资金进行现金管理，使用期限自董事会审议通过之日起 12 个 月内有效。在上述额度及期限范围内，资金可以循环滚动使用。具体内容详见公 司在上海证券交易所网站（www.sse.com.cn）上披露的《关于使用部分暂时闲置 募集资金进行现金管理的公告》（公告编号：2026-002）。 一、募集资金现金管理专用结算账户开立情况 近日，公司开立了募集资金现金 ...

Core Insights - In February 2026, 19 Chinese companies successfully completed IPOs across A-shares, Hong Kong, and US markets, raising a total of 467.83 billion yuan, a year-on-year increase of 20.46 times and a month-on-month increase of 9.21% [6][8] - The number of IPOs increased by 1.11 times year-on-year but decreased by 13.64% month-on-month, with the Hong Kong Stock Exchange leading in both the number of IPOs and fundraising amounts [6][19] - The first-day IPO failure rate for Chinese companies was 0%, marking two consecutive months without any failures [11] Group 1: IPO Market Overview - In February 2026, the A-share market saw 8 companies go public, with a total fundraising of 60.76 billion yuan, a year-on-year increase of 53.74 times but a month-on-month decrease of 32.88% [14] - The Hong Kong market had 11 IPOs, raising 407.07 billion yuan, a year-on-year increase of 23.40 times and a month-on-month increase of 20.73% [19] - The US market saw no Chinese IPOs in February 2026, continuing a trend of limited activity in recent months [24] Group 2: IPO Performance Metrics - The top-performing IPO in February 2026 was "电科蓝天," which saw a first-day increase of 596.30% [12] - Seven companies had first-day price increases between 0% and 50%, while five companies had increases between 50% and 100% [11] - The average return on investment for VC/PE-backed IPOs was 1.93 times, a decrease of 36.30% year-on-year [27] Group 3: Industry and Regional Analysis - The advanced manufacturing sector led in fundraising, raising 134.93 billion yuan, accounting for 28.84% of total fundraising [38] - Guangdong province had the highest number of IPOs at 5, raising 170.47 billion yuan, followed by Zhejiang and Jiangsu [46] - The number of IPOs from the advanced manufacturing and healthcare sectors increased by 4 companies year-on-year, showing significant growth [42] Group 4: Notable IPO Cases - "牧原股份" raised 94.89 billion yuan, the highest among all IPOs in February 2026 [55] - "易思维" focused on automotive manufacturing machine vision solutions, raised 13.99 billion yuan, and had significant VC/PE backing [59][60] - The top 10 IPOs by fundraising included companies from various sectors, highlighting the diversity of the market [55][56]

证券代码：688816 证券简称：易思维 公告编号：2026-002 易思维（杭州）科技股份有限公司 关于使用部分暂时闲置募集资金进行 现金管理的公告 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。 重要内容提示： 1 募集资金项目周期 ：根据公司首次公开发行股票并上市相关规划，公司募 投项目拟分三年投入。 投资种类：安全性高、流动性好、产品期限不超过12个月的保本型理财产品 （包括但不限于协定存款、通知存款、定期存款、结构性存款、大额存单、 收益凭证等），且上述产品不得用于质押，不用于以证券投资为目的的投资 行为，同时可按募投项目资金需求随时赎回或支取， 提前赎回或支取仅损 失一定收益。 现金管理金额：不超过人民币100,000万元（含本数），该额度是现金管理上 限金额，随着募集资金使用，募集资金现金管理金额会相应减少。 已履行及拟履行的审议程序：易思维（杭州）科技股份有限公司（以下简称 "公司"）于2026年3月12日召开第一届董事会第十三次会议，审议通过了 《关于使用部分暂时闲置募集资金进行现金管理的议案》，该事项在 ...

国投证券股份有限公司 关于易思维（杭州）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 （一）机器视觉产品产业化基地项目 1、项目投资概算本项目预计总投资 70,509.94 万元，项目投资概算及资金使 用计划如下： | 序号 | 投资构成 | 投资金额（万元） | 投资占比（%） | | --- | --- | --- | --- | | 1 | 建筑工程费 | 46,963.42 | 66.61 | | 2 | 设备购置及安装投资 | 6,168.00 | 8.75 | | 3 | 工程建设投资及其他费用 | 4,870.12 | 6.91 | | 4 | 预备费 | 2,825.08 | 4.01 | | 5 | 铺底流动资金 | 9,683.32 | 13.73 | | 序号 | 投资构成 | 投资金额（万元） | 投资占比（%） | | --- | --- | --- | --- | | 6 | 项目总投资 | 70,509.94 | 100.00 | 国投证券股份有限公司（以下简称"国投证券"或"保荐人"）作为易思维 （杭州）科技股份有限公司（以下简称"易思维"或"公司"）首次 ...

IPO Performance - In February 2026, 8 new stocks were listed on the A-share market, raising a total of 6.076 billion yuan, with a month-on-month decrease of 33% in fundraising amount[2][9] - The number of new listings decreased by 11% month-on-month, but showed a significant year-on-year increase compared to February 2025[2][9] - The average first-day increase for the 5 new stocks listed in February was 206%, with significant variation among individual stocks[10][12] Sector and Industry Insights - The pharmaceutical and biological sector had the highest number of new listings in February 2026, with 3 new stocks, accounting for 37% of total listings[5][9] - Other sectors included light industry manufacturing, machinery, national defense, automotive, and transportation, each contributing 12-13% of new listings[5][6] Investment Returns - The estimated returns for A/B class accounts from new stock subscriptions in February were 1.1264 million yuan and 1.1058 million yuan, respectively, marking a significant increase[15] - The stock "Electric Blue Sky" contributed the highest returns, with A/B class accounts earning approximately 961,300 yuan[15][17] Market Strategy - The current optimal strategy is to participate in low-priced, small-cap new stocks with expected first-day increases exceeding expectations, as well as large-cap stocks with substantial offline allocation[16][18] - Attention is recommended for registered but unlisted companies such as Tai Jin New Energy and Lianxun Instruments, which are expected to list soon[16][18] Risk Factors - Potential risks include an increase in the rate and depth of new stock price declines, as well as a decrease in subscription success rates[2][9][19]

Core Viewpoint - The company reported a total operating revenue of 444.35 million yuan for the fiscal year 2025, reflecting a year-on-year growth of 13.23%, while the total profit decreased by 13.35% compared to the previous year [1] Financial Performance - Total operating revenue reached 444.35 million yuan, an increase of 13.23% year-on-year [1] - Total profit amounted to 73.05 million yuan, a decline of 13.35% year-on-year [1] - Net profit attributable to shareholders of the parent company was 76.53 million yuan, down 10.64% year-on-year [1] - Net profit attributable to shareholders of the parent company, excluding non-recurring gains and losses, was 66.50 million yuan, showing a growth of 7.43% year-on-year [1] Business Drivers - The growth in operating revenue and net profit (excluding non-recurring items) is attributed to an increase in sales scale of the company's main products [1] - Three main factors contributed to this growth: 1. Increased penetration of new energy vehicles leading to new production lines, upgrades of existing lines, and demand for new models [1] 2. Widespread industry recognition of machine vision in automotive manufacturing, resulting in a significant increase in application penetration [1] 3. Continuous investment by the company in product innovation, expanding the application scenarios of machine vision in automotive manufacturing [1]

Financial Performance - Total revenue for 2025 reached CNY 444.35 million, an increase of 13.23% compared to the previous year[3] - Net profit attributable to shareholders of the parent company was CNY 76.53 million, a decrease of 10.64% year-on-year[3] - Net profit excluding non-recurring gains and losses increased by 7.43% to CNY 66.50 million[3] Assets and Equity - Total assets at the end of 2025 amounted to CNY 842.82 million, up 19.75% from the beginning of the year[5] - Shareholders' equity attributable to the parent company increased by 17.87% to CNY 563.10 million[5] Profitability Factors - The decline in operating profit and total profit was primarily due to a decrease in government subsidies recognized in the current period[6] - The growth in revenue and net profit excluding non-recurring items was driven by increased sales of core products, particularly in the automotive sector[6] Innovation and Investment - The company continues to invest in product innovation, enhancing the application of machine vision in automotive manufacturing[6] Financial Data Integrity - There were no financial data items with changes exceeding 30% during the reporting period[7] - The company emphasizes the preliminary nature of the financial data, which is subject to final audit and confirmation in the annual report[8]

Core Insights - The company reported a total operating revenue of 444 million yuan for the fiscal year 2025, representing a year-on-year increase of 13.23% [1] - Net profit for the same period was 76.53 million yuan, showing a year-on-year decline of 10.64% [1] Revenue Growth Factors - The increase in operating revenue and net profit attributable to the parent company, excluding non-recurring gains and losses, is primarily due to the growth in sales of the company's main products [1] - Three main factors contributed to this growth: 1. The rising penetration rate of electric vehicles led to a significant demand for new production lines, upgrades of existing lines, and new model requirements [1] 2. The widespread recognition of machine vision technology in automotive manufacturing has significantly increased the penetration rate of visual applications [1] 3. Continuous investment in product innovation has allowed the company to expand the application scenarios of machine vision in automotive manufacturing [1] Profit Decline Reasons - The decline in operating profit, total profit, and net profit attributable to the parent company is mainly due to a decrease in government subsidies recognized in the current period compared to the same period last year [1]