证券代码：002289 证券简称：*ST宇顺 公告编号：2025-073 深圳市宇顺电子股份有限公司 2025年半年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 | 项目 | | 本报告期 | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司股东的 | 亏损：418.65 | 万元 | 亏损：837.28 | 万元 | | 净利润 | | | | | | 扣除非经常性损益后的 | 亏损：530.58 | 万元 | 亏损：943.37 | 万元 | | 净利润 | | | | | | 基本每股收益 | 亏损：0.0149 | 元/股 | 亏损：0.0299 | 元/股 | | 营业收入 | 18,137.95 万元 | | 9,282.50 | 万元 | 二、与会计师事务所沟通情况 公司 2025 年半年度业绩预告未经注册会计师预审计。 三、业绩变动原因说明 2025 年半年度归属于上市公司股东 ...

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

Investment Rating - The report does not explicitly state an investment rating for the industry, but it highlights strong performance in the TMT sector, indicating a positive outlook for investment opportunities in this area [3]. Core Insights - The TMT sector outperformed the Shanghai and Shenzhen 300 index, with notable weekly gains in sub-industries such as computer (3.22%), media (3.11%), and communication (2.13%) [3]. - The release of the Grok 4 series models by xAI marks a significant advancement in AI capabilities, with Grok 4 achieving a 25.4% accuracy rate in high-difficulty tests, surpassing competitors OpenAI o3 and Gemini 2.5 Pro [3]. - Grok 4's subscription pricing is set at $30/month and $300/month for Grok 4 Heavy, establishing a new pricing benchmark in the industry, targeting core users with AI efficiency needs [3]. Market Weekly Review - The TMT sector's overall performance for the week (July 7-11) showed a strong upward trend, with the computer and media industries leading the gains [3][5]. - Specific stocks within the electronic and computer sectors saw significant weekly increases, with top performers like New Asia Electronics (31.85%) and PuLian Software (44.38%) [12][13]. Industry News and Key Company Announcements - Major events include the launch of AI glasses by Meta and Oakley, and the upcoming China Internet Conference [14][15]. - The report notes the establishment of a comprehensive AI action plan in Beijing, aiming to develop high-quality scientific databases and applications by 2027 [15]. - The report highlights significant investments and developments in AI technology, including Amazon's potential reinvestment in Anthropic and the launch of new AI products by various companies [22][24].

证券代码：002289 证券简称：*ST宇顺 公告编号：2025-067 深圳市宇顺电子股份有限公司 股票交易异常波动暨风险提示公告 3、公司股价近期波动幅度较大，公司股价变动（2025 年 3 月 31 日至 7 月 10 日）、当前静态市盈率、市净率等估值指标较同行业可比上市公司有较大的偏 离，公司提请广大投资者充分了解股票市场风险因素，理性判断、谨慎投资，注 意投资风险。 一、股票交易异常波动的情况 公司股票（证券简称：*ST 宇顺，证券代码：002289）连续三个交易日内（2025 年 7 月 8 日、2025 年 7 月 9 日、2025 年 7 月 10 日）日收盘价格涨幅偏离值累计 超过 12%，根据深圳证券交易所的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道可能或已经对本公司股票交易价格产生较 大影响的未公开重大信息。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、深圳市宇顺电子股份有限公司（以下简称"公司""本公司"）于 20 ...

Core Viewpoint - Shenzhen Yushun Electronics Co., Ltd. has appointed Mr. Zhang Wenyuan as the new Deputy General Manager, effective from the date of the board meeting approval until the end of the current board's term [1][2]. Group 1: Appointment Details - The board meeting was held on July 3, 2025, with all seven directors present, and the appointment was approved unanimously [1]. - Mr. Zhang Wenyuan's appointment follows a nomination by the General Manager and review by the board's nomination committee [2]. Group 2: Background of Zhang Wenyuan - Mr. Zhang Wenyuan, born in 1982, holds a bachelor's degree and has previously held various managerial positions, including General Manager at Ningbo Free Trade Zone Port Hua Material Trading Co., Ltd. and Director at Shanghai Jiao Tong University Aolong Co., Ltd. [3]. - He does not hold any shares in the company and has no direct or indirect relationships with major shareholders or other board members, ensuring no conflicts of interest [4]. Group 3: Compliance and Experience - Mr. Zhang has previously faced public reprimand from the Shanghai Stock Exchange for his role in a reporting delay at Shanghai Jiao Tong University Aolong Co., Ltd., but this issue has been resolved [5]. - His extensive management experience and prior roles within the company are expected to contribute positively to the company's ongoing operations and stability [6].

深圳市宇顺电子股份有限公司（以下简称"公司"）第六届董事会第二十一 次会议通知于 2025 年 7 月 1 日以微信、电子邮件等方式通知了全体董事，本次 为紧急会议，召集人已对本次紧急会议作出说明，与会的各位董事已知悉所审议 事项相关的必要信息。会议于 2025 年 7 月 3 日在公司总部会议室以通讯方式召 开。会议应出席的董事 7 人，实际出席的董事 7 人。本次会议由董事长嵇敏先生 主持，公司监事、高级管理人员列席了会议。本次会议的召集、召开符合《中华 人民共和国公司法》和《公司章程》的规定。 本次会议以记名投票表决方式通过了如下议案： 会议以 7 票同意，0 票反对，0 票弃权，审议通过了《关于聘任公司副总经 理的议案》。 根据《公司法》《公司章程》等有关规定，经公司总经理提名、董事会提名 委员会审核，董事会经审议，同意聘任张文渊先生为公司副总经理，任期自本次 董事会审议通过之日起至第六届董事会任期届满为止。张文渊先生的简历附后。 特此公告。 证券代码：002289 证券简称：*ST宇顺 公告编号：2025-066 深圳市宇顺电子股份有限公司 第六届董事会第二十一次会议决议公告 本公司及董事会全体成员 ...

Group 1 - The A-share market showed steady progress in the first half of 2025, with major indices such as the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index all experiencing increases, leading to an overall rise in market capitalization and a steady growth in the number of listed companies [2][3] - Approximately 3,800 companies saw their stock prices increase, with over 1,700 companies achieving a rise of more than 20%, and 136 companies doubling their stock prices [3] - The top-performing stock was United Chemical, which experienced a remarkable increase of 437.83%, followed by Shuyou Shen with a 403.10% rise, and *ST Yushun with a 355.06% increase [3][4] Group 2 - The non-ferrous metals sector led the market with an impressive cumulative increase of 18.12%, driven by rising metal prices and strong performance in gold, which peaked at $3,500 per ounce in April [6] - Other sectors such as banking, national defense, and media also performed well, with respective increases of 13.10%, 12.99%, and 12.77%, and several banking stocks seeing gains of over 20% [7] - Notably, eight companies in the national defense sector saw their stock prices double, while three companies in the media sector also achieved similar results [7] Group 3 - Analysts predict that the capital market will continue to present opportunities in the second half of the year, with expectations for a more active market and potential for further index growth beyond 3,400 points [8][9] - The focus is expected to shift towards core assets, including traditional consumer stocks and leading technology companies, as the market transitions towards a trend-driven environment [8][9] - Institutions are optimistic about the market outlook, anticipating a bull market in both Hong Kong and A-share markets starting in the fourth quarter of 2025, with a shift from small-cap stocks to core assets [9]

Core Viewpoint - The ST sector has shown strong performance recently, with the Wind ST Index recording a "seven consecutive days of gains" and significant year-to-date increases in several ST stocks, indicating a structural market trend despite inherent risks in investing in ST stocks [1][3][10]. Group 1: Recent Performance - The Wind ST Index has achieved a cumulative increase of 4.74% since June 23, outperforming both the Shanghai Composite Index and the Shenzhen Component Index during the same period [3]. - Over 80% of the 172 constituent stocks in the ST Index have risen since June 23, with 41 stocks increasing by more than 10% [5]. - Year-to-date, some ST stocks have seen remarkable gains, with *ST Yushun and *ST Xintong rising over 370% and 280% respectively [1][9]. Group 2: Notable Stocks - Specific ST stocks have shown exceptional performance, with *ST Yushun and *ST Xintong both exceeding 400% in gains from their lowest prices this year [8]. - A list of notable ST stocks with significant year-to-date increases includes *ST Yushun (372.19%), *ST Xintong (284.36%), and ST Dihui (107.46%) [9]. Group 3: Market Dynamics - The recent strong performance of the ST sector is attributed to the overall robust trend in the A-share market and expectations of restructuring or "delisting" for some ST stocks [10]. - The adjustment of the price fluctuation limit for risk-warning stocks from 5% to 10% is expected to enhance pricing efficiency and market order [10]. Group 4: Structural Risks - Despite the recent gains, the ST sector remains structurally risky, with nearly 30 ST stocks experiencing declines in the last seven trading days, and 82 out of 172 ST stocks down year-to-date [12]. - Companies within the ST sector, even those with rising stock prices, frequently issue risk warnings, indicating ongoing concerns about potential delisting and regulatory scrutiny [12].

Core Viewpoint - *ST Yushun faces significant scrutiny regarding its 2024 annual report, particularly concerning audit compliance, going concern ability, and whether risk warnings have been eliminated, amidst ongoing market skepticism about its financial data and operational changes [1][2]. Group 1: Audit Procedures and Compliance - The audit for 2024 was conducted by Zhengyi Accounting Firm, which was appointed on April 9 and completed the audit in just 20 days, raising concerns about the quality of the audit [1]. - Zhengyi's team consisted of 16 members, including 6 certified public accountants, and claimed to cover 87.37% of revenue and 83.38% of accounts receivable, asserting that the audit procedures were sufficient [1]. - Market concerns arise from Zhengyi's significantly lower revenue of 3.6 million and only 11 certified accountants compared to the previous firm, Liananda, which had 485 million in revenue and 407 accountants, suggesting potential evasion of rigorous auditing standards [1]. Group 2: Going Concern and Financial Performance - The company reported 2024 revenue of 220 million, a year-on-year increase of 41.94%, but posted a net loss of 17.57 million, a staggering decline of 1922% [1]. - Despite the revenue growth attributed to the acquisition of Shanghai Fubang Industrial, which contributed 99.15 million in revenue and 14.51 million in net profit, doubts remain about the sustainability of this growth and the clarity of the acquired company's technological advantages [1]. - The company’s financial health is further questioned by a significant increase in accounts receivable by 196.93% and inventory by 364.72%, with accounts receivable to revenue ratio reaching 49.95%, well above the industry average of 30.29% [1]. Group 3: Risk Warnings and Regulatory Challenges - The company applied to remove risk warnings based on claims of operational improvements, but regulatory scrutiny remains due to previous audit reports highlighting significant risks such as negative cash flow and non-recurring losses [2][3]. - The 2024 revenue forecast was revised down from 312 million to 220 million due to revenue accounting adjustments, revealing internal control deficiencies and leading to regulatory penalties from the Shenzhen Securities Regulatory Bureau [4]. - Under new delisting regulations, the company faces potential delisting if its adjusted revenue falls below 300 million and net profit remains negative, with the 2024 adjusted revenue being 220 million, heavily reliant on the acquisition's contribution [5].

Core Viewpoint - Shenzhen Yushun Electronics Co., Ltd. is addressing inquiries from the Shenzhen Stock Exchange regarding its 2024 annual report, focusing on the audit process and the company's ability to continue as a going concern [1][17]. Group 1: Audit Process - The company appointed Zhengyi Accounting Firm as the auditor for the 2024 annual report, with the audit report issued on April 28, 2025, less than a month after the appointment [1][2]. - The audit team consisted of 8 professionals, with 6 certified public accountants and 2 non-certified members, divided into teams in Shanghai and Shenzhen to ensure thorough execution of the audit [2][3]. - Various audit procedures were implemented, including inquiries, inspections, confirmations, and analytical procedures, to assess the company's financial statements and internal controls [3][4]. Group 2: Financial Performance and Going Concern - In 2023, the company reported a net profit attributable to shareholders of 964,400 yuan, but a net loss of 18,478,000 yuan after excluding non-recurring gains and losses, raising concerns about its ability to continue as a going concern [8][21]. - For 2024, the company achieved an operating income of 220,282,400 yuan, a 41.94% increase from 2023, indicating improved business conditions and enhanced risk resilience [22][38]. - The first quarter of 2025 showed a significant turnaround with operating income of 45,727,400 yuan, a 93.73% increase year-on-year, and a net profit of 114,490 yuan, compared to a loss in the same period of the previous year [22][38]. Group 3: Internal Control and Compliance - The audit firm provided a standard unqualified opinion on the company's financial report and internal controls for 2024, indicating compliance with relevant auditing standards [39]. - The company has taken corrective actions in response to regulatory inquiries, including addressing issues related to its subsidiary, Shanghai Fubang Industrial Co., Ltd., which was integrated into the company in 2024 [18][39]. - The company has confirmed that it does not have any overdue debts or potential liquidity risks, and its financial ratios, such as a debt-to-asset ratio of 44.83% and a current ratio of 1.28, are within reasonable ranges [8][12].