2025年1至6月份，欧晶科技的营业收入构成为：加工服务占比69.59%，石英制品占比30.41%。 每经AI快讯，欧晶科技（SZ 001269，收盘价：29.05元）发布公告称，2025年9月8日15:00-16:00，欧晶 科技接受线上参与公司2025年半年度业绩说明会的投资者调研，公司总经理安旭涛等人参与接待，并回 答了投资者提出的问题。 每经头条（nbdtoutiao）——雷军挥泪"斩"王腾，小米爱将泄密"失街亭"，大厂正风肃纪"拼牙口" （记者 曾健辉） 截至发稿，欧晶科技市值为56亿元。 ...

债券代码：127098 债券简称：欧晶转债 证券代码：001269 证券简称：欧晶科技 内蒙古欧晶科技股份有限公司 投资者关系活动记录表 2、2025 年上半年公司在拓展市场有哪些具体举措？取 得哪些进展？ 2025 年上半年，公司在市场拓展上聚焦核心业务深化与 新区域开拓，太阳能级石英坩埚领域，一方面与 TCL 中环、 阿特斯、英发、Qcells 等大中型硅片生产商保持稳定合作， 另一方面推进与晶澳科技、晶科能源、天合光能、高景太阳 能等头部企业的产品验证，为后续批量供货铺垫；半导体石 英坩埚领域，加强生产与销售并已与北京、山东、内蒙古、 四川等区域客户达成合作及供货，持续推动半导体石英坩埚 产品在头部客户的验证和推广。市场覆盖成果显著，国内产 品销售覆盖 14 个省、自治区及直辖市，新增客户 16 家；国 际市场上，产品销售辐射至美国、印度和印度尼西亚等国家。 3、半导体行业上半年呈现复苏态势，请问这对公司半导 体石英坩埚业务的订单量和市场需求是否有产生实际拉动？ 2025 年上半年，全球及中国半导体市场规模显著增长， 特别是在物联网、人工智能等新兴技术的快速发展下，国内 对半导体产品的需求持续上扬。此外 ...

9月5日，欧晶科技大宗交易成交23.82万股，成交额602.88万元，占当日总成交额的2.65%，成交价25.31元，较市场收盘价 29.12元折价13.08%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-05 | 001269 | 欧晶科技 | 25.31 | 8.00 | 202.48 | 机构专用 | 中信证券股份有限 | | | | | | | | | 公司天津分公司 | | 2025-09-05 | 001269 | 欧晶科技 | 25.31 | 7.91 | 200.20 | 机构专用 | 中信证券股份有限 | | | | | | | | | 公司天津分公司 | | 2025-09-05 | 001269 | 欧晶科技 | 25.31 | 7.91 | 200.20 | 机构专用 | 中信证券股份有限 | | | | | | | | | ...

| 权益类证券大宗交易 (协议交易) | | | | | | | 回下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-09-04 | 001269 | 欧晶科技 | 24.72 | 8.50 | 210.12 | 机构专用 | 中信证券股份有限 公司天津分公司 | 9月4日，欧晶科技大宗交易成交8.5万股，成交额210.12万元，占当日总成交额的1.14%，成交价24.72 元，较市场收盘价28.12元折价12.09%。 ...

Core Viewpoint - The recent financial report of Oujing Technology (001269) indicates a significant decline in revenue and a negative net profit, highlighting challenges in the company's operational performance and financial health [1]. Financial Performance - Total revenue for the first half of 2025 was 239 million yuan, a decrease of 59.14% year-on-year [1]. - The net profit attributable to shareholders was -74.19 million yuan, an increase of 40.99% compared to the previous year [1]. - The gross margin was -2.71%, down 123.77% year-on-year, while the net margin was -31.1%, a decrease of 44.42% [1]. - The total of financial, sales, and management expenses reached 33.57 million yuan, accounting for 14.07% of total revenue, an increase of 167% year-on-year [1]. - Earnings per share were -0.39 yuan, an increase of 41% year-on-year [1]. Changes in Key Financial Metrics - Cash and cash equivalents decreased by 59.58% to 165 million yuan due to the redemption of financial products [3]. - Accounts receivable increased by 51.80% to 360 million yuan due to delayed collection of processing service payments [4]. - Construction in progress increased by 276.71% due to the addition of a semiconductor quartz crucible project [5]. - Contract liabilities decreased by 98.68% due to a reduction in customer prepayments [6]. - Long-term borrowings decreased by 55.27% as a result of repayment [7]. Revenue and Cost Analysis - Revenue decreased by 59.14% primarily due to falling sales prices of quartz crucibles and a decline in processing service volume and prices [8]. - Operating costs decreased by 52.65% due to reduced sales volume [9]. - Sales expenses decreased by 18.47% due to lower business promotion costs [9]. - Management expenses decreased by 13.46% due to reduced employee compensation [10]. - Financial expenses increased by 51.65% due to decreased interest income from deposits [11]. Cash Flow and Investment - Net cash flow from operating activities decreased by 130.21% due to reduced operating income [12]. - Net cash flow from investing activities increased by 140.14% due to a decrease in financial product purchases [12]. - Net cash flow from financing activities increased by 41.87% due to reduced cash outflows from profit distribution [12]. - The net increase in cash and cash equivalents was up by 122.67% due to reduced investment and financing cash outflows [12]. Industry Context - The company acknowledges the need to eliminate "involutionary" competition in the photovoltaic industry, aiming for high-quality development through technological innovation and advanced production capacity [14]. - The company believes that government guidance and industry self-regulation will enhance overall competitiveness and facilitate the elimination of outdated production capacity in the photovoltaic sector [14].

Core Points - The company did not distribute cash dividends or issue bonus shares during the reporting period [3] - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5] - The company has made changes to some fundraising investment projects, reallocating 100.409 million yuan from the "Ningxia Quartz Crucible Phase II Project" to a new project, "Semiconductor Quartz Crucible Construction Project" [7] Financial Data - As of June 30, 2025, the remaining convertible bonds "Oujing Convertible Bonds" amounted to 4,693,063 units, with a total face value of 469.306 million yuan [5][6] - During the reporting period, 1,748 units of "Oujing Convertible Bonds" were converted, resulting in an increase of 4,155 shares [5] Important Matters - The company activated the additional repurchase clause for "Oujing Convertible Bonds" due to changes in some fundraising projects, allowing bondholders to exercise a one-time repurchase right [6] - The effective repurchase application quantity during the repurchase period was 30 units [6]

Core Viewpoint - Inner Mongolia Oujing Technology Co., Ltd. has established a share repurchase management system to regulate its share buyback behavior, protect investors' rights, and promote standardized operations [1][2]. Group 1: Share Repurchase Conditions - The system specifies conditions for share repurchase, including reducing registered capital, employee stock ownership plans, convertible bond conversions, and maintaining company value and shareholder rights [1]. - To maintain company value and shareholder rights, conditions must be met, such as the company's stock closing price being below the latest net asset value per share [1]. Group 2: Implementation and Disclosure Procedures - The implementation procedures for share repurchase are detailed, requiring proposals from eligible proposers to be evaluated by the board of directors before making decisions [2]. - Share repurchase plans must be approved by the shareholders' meeting or board of directors, with different decision-making requirements based on the situation [2]. - The company is obligated to disclose the progress of the repurchase, and upon completion, must announce the results and changes in shares [2]. Group 3: Handling of Repurchased Shares - The company must handle repurchased shares according to the disclosed purpose, either by cancellation or transfer [2]. - Emphasis is placed on managing insider information, with penalties for internal personnel who violate the system [2].

债券代码：127098 债券简称：欧晶转债 证券代码：001269 证券简称：欧晶科技 公告编号：2025-071 内蒙古欧晶科技股份有限公司 关于为下属子公司提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、担保情况概述 内蒙古欧晶科技股份有限公司（以下简称"公司"）于 2025 年 8 月 29 日 召开第四届董事会第十一次会议和第四届监事会第八次会议，审议通过了《关 于为下属子公司提供担保的议案》。为保证全资子公司日常经营资金需要，公 司拟为全资子公司向金融机构申请的授信提供担保，合计不超过 5,000 万元人 民币，其中为资产负债率低于 70%（含）的子公司提供担保的额度不超过 3,000 万元人民币，为资产负债率 70%以上的子公司提供担保的额度不超过 2,000 万 元人民币，该议案尚需提交公司股东大会审议，并提请股东大会授权公司管理 层根据子公司实际经营需要，在担保额度内办理具体事宜，公司财务管理部办 理相关担保手续。额度有效期自 2025 年第二次临时股东大会审议通过之日起一 年。 二、担保额度预计情况 单位：万元 | 序号 ...

2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：内蒙古欧晶科技股份有限公司 单位：人民币万元 1 非经营性资金占用 资金占用方名称 占用方与上市公 司的关联关系 上市公司核算 的会计科目 2024 年期初 占用资金 余额 2024 年半 年度占用累 计发生金额 2024 年半 年度偿还累 计 发生金额 2024 年半年 度期末占用 资金余额 占用形成原因 占用 性质 控股股东、实际控制人及 其附属企业 无 不适用 不适用 - - - - 不适用 不适用 小计 无 不适用 不适用 - - - - 不适用 不适用 前控股股东、实际控制人 及其附属企业 无 不适用 不适用 - - - - 不适用 不适用 小计 无 不适用 不适用 - - - - 不适用 不适用 其他关联方及其附属企业 无 不适用 不适用 - - - - 不适用 不适用 小计 无 不适用 不适用 - - - - 不适用 不适用 合计 无 不适用 不适用 - - - - 不适用 不适用 其他关联资金往来 资金往来方名称 往来方与上市公 司的关联关系 上市公司核算 的会计科目 2024 年期初 往来资金 余额 2024 年半 年 ...

经中国证券监督管理委员会《关于核准内蒙古欧晶科技股份有限公司首次公开发行股票的 批复》（证监许可（2022）1481 号）核准，公司向社会公开发行不超过人民币普通股 3,435.6407 万股，每股面值为人民币 1 元，每股发行价格为人民币 15.65 元，募集资金总金额为人民币 537,677,769.55 元，公司以本次募集资金支付保荐及承销费用（不含增值税）80,779,593.83 元，余额 456,898,175.72 元通过主承销商国信证券股份有限公司于 2022 年 9 月 27 日汇入公 司募集资金专户。募集资金总金额人民币 537,677,769.55 元，扣除保荐及承销费用、审计及 验资费用、律师费用、用于本次发行的信息披露费用、发行手续费用及材料制作费等全部发行 费用（不含增值税）人民币 107,306,969.55 元后，募集资金净额为人民币 430,370,800.00 元。 内蒙古欧晶科技股份有限公司 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 根据《上市公司募集资金监管规则》《深圳证券交易所上市公司自律监管指引第 1 号—— 主板上市公司规范运作》等有关法律法 ...