Group 1 - The company received an inquiry letter from the Shenzhen Stock Exchange regarding its application for a specific stock issuance on June 16, 2025 [1] - The company, along with relevant intermediaries, is responding to the questions listed in the inquiry letter and updating the prospectus and other application documents [1] - The inquiry letter's response will be disclosed on the company's information platform, and related documents will be submitted through the Shenzhen Stock Exchange's listing review system [1] Group 2 - The stock issuance is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission, with uncertainties regarding the approval process and timeline [2] - The company will fulfill its information disclosure obligations based on the progress of this matter [2]

Core Viewpoint - The supplementary legal opinion addresses the inquiries raised by the Shenzhen Stock Exchange regarding Suzhou Goodwill Electronics Co., Ltd's application for a specific stock issuance, highlighting the company's financial performance and challenges in its semiconductor and photovoltaic silver paste businesses [2][3][4]. Financial Performance - The company's main business revenue for the reporting periods was 3.26 billion, 4.07 billion, with growth rates of 17.21%, 14.36%, 10.23%, and 10.75% respectively [3]. - The gross profit margins for the semiconductor and photovoltaic silver paste businesses have shown a downward trend, primarily due to significant increases in key raw material prices, particularly silver powder [3][4]. - The gross profit margins for integrated circuit packaging and testing products were recorded at 8.01%, -2.57%, -12.55%, and -0.19%, indicating a continuous negative trend since 2023 [3]. Customer Concentration - The sales amount to the top five customers accounted for 59.90%, 62.13%, 71.44%, and 66.93% of total sales revenue during the reporting periods [4]. - The company primarily employs a direct sales model supplemented by distribution, with distribution revenue contributing 14.02%, 11.70%, 8.47%, and 11.19% to total revenue [4]. Accounts Receivable and Bad Debt Provisions - The accounts receivable balances at the end of each reporting period were 749.03 million, 1.03 billion, 1.12 billion, and 973.91 million, with bad debt provisions of 30.13 million, 28.57 million, 80.41 million, and 78.45 million respectively [4][12]. - The increase in bad debt provisions in 2024 was primarily due to the company's consideration of debt restructuring agreements with major customers, leading to a provision rate of 13.85% for certain accounts [4][12]. Inventory and Prepayments - The company's inventory values at the end of each reporting period were 384.97 million, 473.14 million, and 471.76 million [4]. - The prepayment amounts at the end of each reporting period were 75.55 million, 78.51 million, and 79.99 million [4]. Fixed Assets and Utilization - The book value of fixed assets at the most recent reporting period was 666.61 million, with impairment provisions of 16.76 million [5]. - The company experienced underutilization of production capacity in its semiconductor discrete devices, integrated circuit packaging, and photovoltaic silver paste products, with some years showing utilization rates below 70% [5]. Research and Development Expenses - The company reported period expenses of 284.69 million, 146.09 million, 200.69 million, and 32.81 million, with financial expenses of -7.72 million, 10.28 million, 10.53 million, and 5.62 million [5]. - Sales expenses were primarily composed of salaries and promotional expenses, with promotional expenses recorded at 45.59 million, 52.41 million, 21.32 million, and 3.42 million [5]. Industry Context - The company operates in the semiconductor and photovoltaic sectors, facing challenges such as supply-demand imbalances and increased competition [10]. - The photovoltaic industry is particularly affected by external factors such as tariffs and sourcing policies, impacting the company's customer base and financial stability [10].

Core Viewpoint - Suzhou Gude Electronic Co., Ltd. is responding to the inquiry letter from the Shenzhen Stock Exchange regarding its application for a specific stock issuance, addressing various operational and financial aspects of the company, particularly in the semiconductor and photovoltaic silver paste industries. Group 1: Financial Performance - The company reported a continuous increase in operating revenue, but a decline in overall gross margin, attributed to various factors including raw material price fluctuations and market competition [2][3][4]. - The gross margin for integrated circuit packaging and testing products has been negative since 2023, raising concerns about the sustainability of this segment [2][3]. - The company’s trading financial assets were valued at 217.19 million yuan, with long-term equity investments at 262.39 million yuan, indicating a significant investment strategy [1]. Group 2: Industry Context - The semiconductor industry has seen a compound annual growth rate (CAGR) of 10.68% from 2019 to 2023, driven by demand in various sectors including IoT, renewable energy, and consumer electronics [8][9]. - The photovoltaic silver paste market is expanding, with global demand for solar cell paste projected to grow from 2,990 tons in 2020 to 7,724 tons by 2024 [18][19]. - The company holds a 9.80% market share in the global photovoltaic silver paste market, ranking third among competitors [20]. Group 3: Raw Material and Pricing Dynamics - Key raw materials for the company include silver powder, silver ingots, and chips, with silver powder accounting for 78.36% of total procurement in recent periods [10][11]. - The procurement price of silver powder has increased by 7.08% recently, reflecting market trends, while chip prices have decreased due to industry capacity expansion [12][13]. - The company has established a robust supplier management system to ensure stable supply and price control of raw materials [15]. Group 4: Customer and Supplier Relationships - The company’s top five customers and suppliers have a concentration level that aligns with industry norms, indicating stable cooperation without significant dependency risks [2][3]. - The company’s semiconductor products are widely used in automotive electronics, industrial control, and consumer electronics, showcasing a diverse application landscape [16][17]. Group 5: Competitive Positioning - The company has over 30 years of experience in semiconductor manufacturing and is recognized as a leading player in the power semiconductor sector in China [19]. - The company’s market position is strengthened by its technological advancements and the ability to respond quickly to market demands, particularly in the photovoltaic sector [20].

广发证券股份有限公司 关于苏州固锝电子股份有限公司 之 上市保荐书 二〇二五年七月 苏州固锝电子股份有限公 司 上市保荐书 目 录 一、本保荐机构已按照法律法规和中国证监会及深圳证券交易所的相关规定， 对发行人及其控股股东、实际控制人进行了尽职调查、审慎核查，充分了解 发行人经营状况及其面临的风险和问题，履行了相应的内部审核程序。 ... 19 苏州固锝电子股份有限公司 上市保荐书 声 明 广发证券股份有限公司（以下简称"广发证券" "保荐人"或"保荐机构"） 及具体负责本次证券发行上市项目的保荐代表人已根据《中华人民共和国公司 法》《中华人民共和国证券法》等法律、法规和中国证监会及深圳证券交易所 的有关规定，诚实守信，勤勉尽责，严格按照依法制订的业务规则和行业自律 规范出具本上市保荐书，并保证本上市保荐书的真实、准确、完整。 如无特别说明，本上市保荐书中所有简称和释义，均与《苏州固锝电子股 份有限公司 2024 年度向特定对象发行 A 股股票募集说明书》一致。 苏州固锝电子股份有限公司 上市保荐书 第一节 本次证券发行基本情况 一、发行人基本情况 （一）发行人基本信息 公司名称 苏州固锝电子股份有限公司 英 ...

证券简称：苏州固锝 证券代码：002079 苏州固锝电子股份有限公司 （江苏省苏州市通安开发区通锡路 31 号） 募集说明书 （修订稿） 中国证监会、深圳证券交易所对本次发行所作的任何决定或意见，均不表 明其对申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明 其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保 证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由 发行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自 行承担证券依法发行后因发行人经营与收益变化或者证券价格变动引致的投资 风险。 苏州固锝电子股份有限公司 募集说明书 保荐机构（主承销商） （广东省广州市黄埔区中新广州知识城腾飞一街 2 号 618 室） 二〇二五年七月 苏州固锝电子股份有限公司 募集说明书 本公司及全体董事、监事、高级管理人员承诺募集说明书及其他信息披露 资料不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及 完整性承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财 务会计资料真实、 ...

证券代码：002079 证券简称：苏州固锝 公告编号：2025-028 苏州固锝电子股份有限公司 2024年度分红派息实施公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 苏州固锝电子股份有限公司（以下简称"公司"、"本公司"）2024 年度利 润分配方案已获 2025 年 5 月 15 日召开的 2024 年年度股东大会审议通过,现将利 润分配事宜公告如下： 一、股东大会审议通过利润分配方案的情况 1、公司 2024 年度股东大会审议通过的 2024 年度利润分配方案为：公司拟按 2024 年末总股本 810,015,416 股为基数，按每 10 股派发现金红利 0.19 元(含税)， 共计 15,390,292.90（含税）。 上述利润分配方案自披露至实施期间，公司股本如因可转债转股、股份回购、 股权激励行权，再融资新增股份上市等原因发生变动的，依照变动后的股本为基 数实施并保持上述分配比例不变。 2、自 2024 年度利润分配方案披露后至实施期间，因《苏州固锝电子股份有 限公司 2022 年股票期权激励计划》的 24 名激励对象自主行权 123,900 份 ...

苏州固锝（002079）公告，公司于2025年5月30日收到深圳证券交易所出具的《关于受理苏州固锝电子 股份有限公司向特定对象发行股票申请文件的通知》。深交所对公司报送的向特定对象发行股票的申请 文件进行了核对，认为申请文件齐备，决定予以受理。公司本次向特定对象发行股票事项尚需通过深交 所审核，并获得中国证券监督管理委员会同意注册后方可实施，最终能否通过审核并获得同意注册的决 定及其时间尚存在不确定性。 ...

苏州固铸电子股份有限公司 审计报告及财务报表 二〇二四年度 您可使用手机"扫一扫"或进A_[注册会计师行业统一监管平台（http://acc.mol.gov.cn) 苏州固得电子股份有限公司 审计报告及财务报表 (2024年01月01日至2024年12月31日止) | 目录 | 页次 | | --- | --- | | 审计报告 | l-2 | | 财务报表 | | | 合并资产负债表和母公司资产负债表 | 1-4 | | 合并利润表和母公司利润表 | 5-6 | | 合并现金流量表和母公司现金流量表 | 7-8 | | 合并所有者权益变动表和母公司所有者权益变动表 | 9-12 | | 财务报表附注 | 1-128 | 6-1-2 立信会计师事务所(特殊普通合伙) DO CHINA SHU LUN PAN CERTIFIED PUBLIC ACCOUNTANT 审计报告 信会师报字[2025]第 ZA10766 号 苏州固铸电子股份有限公司全体股东: 一、审计意见 我们审计了苏州固得电子股份有限公司(以下简称苏州固得)财 务报表,包括 2024年12月 31 日的合并及母公司资产负债表,2024 年度的合并 ...

广发证券股份有限公司 关于苏州固锝电子股份有限公司 2024 年度向特定对象发行 A 股股票 之 发行保荐书 二〇二五年五月 | 目 | 录 1 | | --- | --- | | 声 | 明 2 | | 第一节 | 本次证券发行基本情况 3 | | | 一、本次证券发行的保荐机构 3 | | | 二、本次证券发行的保荐机构工作人员情况 3 | | | 三、发行人基本情况 4 | | | 四、本次证券发行的保荐机构与发行人的关联关系 8 | | | 五、保荐机构内部审核程序和内核意见 9 | | 第二节 | 保荐机构的承诺事项 12 | | | 一、本保荐机构已按照法律、行政法规和中国证监会、深圳证券交易所的规 | | | 定，对发行人及其控股股东、实际控制人进行了尽职调查、审慎核查，同意 | | | 推荐发行人证券发行上市，并据此出具本证券发行保荐书。 12 | | | 二、本保荐机构已按照中国证监会、深圳证券交易所的有关规定对发行人进 | | | 行了充分的尽职调查，并对本次发行申请文件进行了审慎核查，本保荐机构 | | | 承诺： 12 | | 第三节 | 保荐机构对本次证券发行的推荐意见 13 | | ...