苹果产业链来了！ 今日早盘，市场低开之后，苹果产业链集体拉升。安洁科技、朝阳科技直线封板，多只个股表现强劲，工业富联昨天更是封板。果链概念板块远远跑赢大盘和创业 板，早盘一度劲升1.39%。 消息面上，有报道称，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其郑州厂区正开展旺季招工。与此同时，苹果公司正通过 五家工厂扩大在印度的iPhone生产规模为美国市场供应新款机型，其中包括两家新投产的工厂。 那么，iPhone 17究竟会给产业链带来多大影响？知名苹果供应链分析师郭明錤曾透露，iPhone 17 Air、iPhone 17 Pro以及iPhone 17 Pro Max都将配备12GB的运行内 存。招商证券研报称，iPhone 17大改版本结合更完备的AI功能有望进一步助推销售。 苹果重磅 知情人士透露，在下一代机型发布前，苹果已开始在印度生产iPhone 17全系四款机型，这也是首次从发布初期就将包括Pro级机型在内所有新款机型，从印度出货。 与此同时，据中国证券报报道，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其郑 ...

Core Insights - The report highlights that as of July 29, 2024, there are 5,817 listed companies in the A-share market, with CFOs playing a crucial role in financial health and strategic decision-making [1] - The total compensation for CFOs in the A-share market reached 4.243 billion yuan, with an average salary of 760,300 yuan [1] - In the consumer electronics sector, the average CFO salary is 961,000 yuan, marking an increase of 55,000 yuan from the previous year [1] CFO Salary Distribution - Among the 82 CFOs in the consumer electronics industry, 34 have salaries between 500,000 and 1 million yuan, accounting for over 40% [2] - There are 28 CFOs earning over 1 million yuan, representing more than 30% of the total [2] - The highest-paid CFO is Hu Lihua from Shiyuan Technology, with a salary of 3.4237 million yuan [2] Age and Education of CFOs - The age distribution of CFOs ranges from 36 to 59 years, with the majority (44) aged between 40 and 48 [4] - The age group with the highest average salary is 53 years, at 1.7544 million yuan, largely influenced by Hu Lihua's high compensation [4] - Most CFOs hold either a bachelor's (37) or master's degree (32), with master's degree holders earning an average of 1.2811 million yuan, significantly higher than the average for PhD holders [6] Performance and Salary Correlation - Analysis of CFO salaries in the consumer electronics sector shows no significant correlation between salary levels and company performance [8] - Revenue growth rates for three salary segments (0-1.5 million yuan) are 14.93%, 13.27%, and 27.03%, indicating weak correlation with salary [8] - Corresponding net profit growth rates are 37.39%, -53.81%, and 21.33%, further demonstrating the lack of significant relationship between CFO compensation and company performance [8]

Core Insights - The report highlights that as of July 29, 2024, there are 5,817 listed companies in the A-share market, with CFOs playing a crucial role in financial health and strategic decision-making [1] - The total compensation for CFOs in the A-share market reached 4.243 billion yuan, with an average salary of 760,300 yuan [1] - In the consumer electronics sector, the average CFO salary is 961,000 yuan, marking an increase of 55,000 yuan from the previous year [1] CFO Salary Distribution - Among the 82 CFOs in the consumer electronics industry, 34 have salaries between 500,000 and 1 million yuan, accounting for over 40% [2] - There are 28 CFOs earning over 1 million yuan, representing more than 30% of the total [2] - The highest-paid CFO is Hu Lihua from Shiyuan Technology, with a salary of 3.4237 million yuan [2] Age and Education of CFOs - The age distribution of CFOs ranges from 36 to 59 years, with the majority (44 CFOs) aged between 40 and 48 [4] - The age group with the highest average salary is 53 years, averaging 1.7544 million yuan, largely influenced by Hu Lihua's high compensation [4] - Most CFOs hold either a bachelor's (37) or master's degree (32), with master's degree holders earning an average of 1.2811 million yuan, significantly higher than the average for PhD holders [6] Performance and Salary Correlation - Analysis of CFO salaries in the consumer electronics sector shows no significant correlation between salary levels and company performance [8] - Revenue growth rates for three salary segments (0-1.5 million yuan) were 14.93%, 13.27%, and 27.03%, indicating weak correlation with salary [8] - Corresponding net profit growth rates were 37.39%, -53.81%, and 21.33%, further demonstrating the lack of significant relationship between CFO compensation and company performance [8]

格隆汇7月29日丨安洁科技(002635.SZ)公布，公司为进一步优化资本结构、提升资金运作效率及效益， 公司全资子公司苏州安洁资本投资有限公司(简称"安洁资本")与苏州和林微纳科技股份有限公司(简 称"和林微纳")签署《出资份额转让协议》，安洁资本拟以自有资金受让其认缴出资人民币500万元所对 应持有的苏州顺融进取四期创业投资合伙企业(有限合伙)(简称"顺融进取四期"或"合伙企业")0.8251%的 基金份额，其中已完成实缴出资人民币150万元。本次安洁资本与和林微纳关于转让顺融进取四期基金 份额的交易对价为人民币150万元。 安洁资本拟与顺融进取四期执行事务合伙人苏州顺融投资管理有限公司(简称"顺融投资")以及其他有限 合伙人共同签署《苏州顺融进取四期创业投资合伙企业(有限合伙)之有限合伙协议》。本次交易完成后 安洁资本将成为顺融进取四期有限合伙人之一，持有其0.8251%的基金份额。 ...

关于全资子公司受让股权投资基金份额暨关联交易的公告 苏州安洁科技股份有限公司 关于全资子公司受让股权投资基金份额暨关联交易的公告 证券代码：002635 证券简称：安洁科技 公告编号：2025-027 苏州安洁科技股份有限公司 苏州安洁科技股份有限公司（以下简称"安洁科技"或"公司"）为进一步 优化资本结构、提升资金运作效率及效益，公司全资子公司苏州安洁资本投资有 限公司（以下简称"安洁资本"）与苏州和林微纳科技股份有限公司（以下简称 "和林微纳"）签署《出资份额转让协议》，安洁资本拟以自有资金受让其认缴出 资人民币500万元所对应持有的苏州顺融进取四期创业投资合伙企业（有限合伙） （以下简称"顺融进取四期"或"合伙企业"）0.8251%的基金份额，其中已完成 实缴出资人民币150万元。本次安洁资本与和林微纳关于转让顺融进取四期基金 份额的交易对价为人民币150万元。 安洁资本拟与顺融进取四期执行事务合伙人苏州顺融投资管理有限公司（以 下简称"顺融投资"）以及其他有限合伙人共同签署《苏州顺融进取四期创业投 资合伙企业（有限合伙）之有限合伙协议》（以下简称"《 合伙协议 》"）。 本次 交易完成后安洁资本将成为 ...

Suzhou Anjie Technology 2025 Semi-Annual Performance Forecast [Expected Performance for the Current Period](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company expects a substantial year-over-year decline in 2025 H1 performance, with net profit attributable to shareholders projected to decrease by 55.96% to 67.40% and non-recurring net profit by 68.59% to 78.09% 2025 Semi-Annual Performance Forecast | Item | Current Period (2025 H1) | Prior Period (2024 H1) | Year-over-Year Change | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | Profit: 57.00 - 77.00 CNY million | Profit: 174.83 CNY million | Decrease 55.96% - 67.40% | | Net Profit Attributable to Shareholders (Excluding Non-Recurring Items) | Profit: 30.00 - 43.00 CNY million | Profit: 136.90 CNY million | Decrease 68.59% - 78.09% | | Basic Earnings Per Share | Profit: 0.09 - 0.12 CNY/share | Profit: 0.27 CNY/share | - | [Pre-Audit Status of Performance Forecast](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E9%A2%84%E5%AE%A1%E8%AE%A1%E6%83%85%E5%86%B5) The company explicitly states that the financial data in this performance forecast has not been pre-audited by an accounting firm - This performance forecast's financial data has not been pre-audited by an accounting firm[4](index=4&type=chunk) [Reasons for Performance Change](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The performance decline is primarily attributed to three factors: weak market demand leading to decreased orders and unit prices, new products in high-cost trial production stages not yet contributing to profit, and continuous losses from overseas new factories due to yield, efficiency, and insufficient order issues [Market Demand and Cost Impact](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E-1) During the reporting period, the company's operating revenue decreased due to weak market demand leading to a decline in both product order volume and unit prices, while fixed costs and other factors constrained net profit performance; the company plans to address this through market expansion, technological innovation, and cost reduction measures - Due to market demand, the company's product order volume and unit prices decreased, leading to a decline in operating revenue compared to the prior period[5](index=5&type=chunk) - The company will continue to drive business strategic transformation, actively expand into new areas, and implement cost reduction and efficiency improvement measures to control costs[6](index=6&type=chunk) [New Product Investment and Future Outlook](index=2&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E-2) Due to new customer product iterations being in the pre-mass production trial stage, investment costs are high, which has not supported performance in the short term; the company expects new products to enter mass production in H2 2025, driving business growth and improving gross margin - During the reporting period, new customer products were in a high-cost trial production phase, impacting the company's net profit in the short term[6](index=6&type=chunk) - New products are expected to enter mass production in the second half of 2025, driving business scale growth and improving production efficiency and gross margin levels[6](index=6&type=chunk) [Overseas Factory Operational Challenges](index=2&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E-3) The company's new overseas factories have not yet achieved profitability, primarily due to ongoing improvements in yield and efficiency, and lower-than-expected business orders leading to insufficient capacity utilization and higher unit fixed costs - New overseas factories have not yet achieved profitability due to ongoing improvements in yield and efficiency, and lower-than-expected business orders resulting in underutilized capacity[6](index=6&type=chunk) - The company will enhance the profitability of its overseas factories through cost control, refined management, international market expansion, and product structure optimization[6](index=6&type=chunk) [Other Relevant Information](index=2&type=section&id=%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company reminds investors that the performance forecast data is a preliminary estimate by the finance department, and the final data will be subject to the officially disclosed 2025 semi-annual report, advising investors to be aware of investment risks - The data in this performance forecast is a preliminary estimate by the company's finance department, with final financial data subject to the officially disclosed semi-annual report[7](index=7&type=chunk) - The company advises investors to make cautious decisions and be aware of investment risks[7](index=7&type=chunk)

苏州安洁科技股份有限公司 第六届董事会第一次会议决议公告 证券代码：002635 证券简称：安洁科技 公告编号：2025-024 苏州安洁科技股份有限公司（以下简称"安洁科技"或"公司"）于 2025 年 6 月 26 日召开 2025 年第一次临时股东大会，换届选举产生公司第六届董事会 成员。为保证公司新一届董事会工作的正常进行，经全体董事一致同意豁免会议 通知时限要求，公司第六届董事会第一次会议于 2025 年 6 月 26 日以电话和口头 的方式发出，会议于当日以现场结合通讯方式召开。本次会议应出席董事九名， 实际出席董事九名，公司高级管理人员列席本次会议。本次董事会会议的召集、 召开及表决程序符合《公司法》和《公司章程》的规定。会议由董事长王春生主 持。 二、董事会会议审议情况 与会董事经过认真审议，通过了以下议案： （一）审议通过《关于选举公司第六届董事会董事长的议案》 经公司第六届董事会提名，与会董事认真审议，选举王春生先生为公司第六 届董事会董事长，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之 日止。 王 春 生 先 生 简 历 详 见 同 日 刊 登 在 《 证 券 时 报 》 和 ...

关于董事会完成换届选举及聘任高级管理人员、内部审计 负责人、证券事务代表的公告 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。 苏州安洁科技股份有限公司（以下简称"安洁科技"或"公司"）于 2025 年 6 月 26 日召开 2025 年度第一次临时股东大会，审议通过了《关于董事会换届 选举暨提名第六届董事会非独立董事候选人的议案》、《关于董事会换届选举暨 提名第六届董事会独立董事候选人的议案》；同日，公司召开第六届董事会第一 次会议，完成公司第六届董事会董事长、各专门委员会委员选举工作，并聘任公 司高级管理人员、内部审计负责人及证券事务代表。现将具体情况公告如下： 一、公司第六届董事会及专门委员会组成情况 1、第六届董事会成员 公司第六届董事会由 9 名董事组成，其中非独立董事 6 名（含职工代表董 事 1 名）、独立董事 3 名，成员如下： 非独立董事：王春生（董事长）、吕莉、林磊、苗延桥、马玉燕 苏州安洁科技股份有限公司 关于董事会完成换届选举及聘任高级管理人员、内部审计负责人、 证券事务代表的公告 证券代码：002635 证券简称：安洁科技 公告编号： ...

苏州安洁科技股份有限公司 2025年第一次临时股东大会决议公告 证券代码：002635 证券简称：安洁科技 公告编号：2025-023 特别提示： 1、本次股东大会采取现场会议和网络投票相结合的方式； 2、本次股东大会无否决议案的情形； 3、本次股东大会不涉及变更前次股东大会决议。 一、会议召开和出席情况 1、会议召集人：苏州安洁科技股份有限公司（以下简称"安洁科技"或"公 司"）董事会 苏州安洁科技股份有限公司 2025 年第一次临时股东大会决议公告 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。 2、会议主持人：董事长王春生先生 3、会议召开方式：本次股东大会采取现场投票、网络投票相结合的方式召 开。 通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 6 月 26 日 9:15－15:00 期间的任意时间。 5、股权登记日：2025 年 6 月 19 日 6、现场会议地点：苏州市太湖国家旅游度假区孙武路2011号安洁总部大厦 会议室 1 苏州安洁科技股份有限公司 2025年第一次临时股东大会决议公告 7、本次股东大会的召集、召开程序符合《公司 ...

国浩律师（上海）事务所 关于苏州安洁科技股份有限公司 2025 年第一次临时股东大会法律意见书 致：苏州安洁科技股份有限公司 2025 年 6 月 10 日在指定披露媒体上刊登《苏州安洁科技股份有限公司关于召开 公司 2025 年第一次临时股东大会的通知》（以下简称"通知"）。公司发布的《通 知》载明了会议的时间、地点、召开方式、审议事项、出席对象、登记办法等事 项。 苏州安洁科技股份有限公司（以下简称"公司"）2025 年第一次临时股东 大会于 2025 年 6 月 26 日召开。国浩律师（上海）事务所（以下简称"本所"） 经公司聘请，委派经办律师出席现场会议，并根据《中华人民共和国公司法》（以 下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"） 等法律、法规及中国证券监督管理委员会（以下简称"中国证监会"）《上市公司 股东会规则》（以下简称"《股东会规则》"）和《苏州安洁科技股份有限公司章 程》（以下简称"《公司章程》"），就本次股东大会的召集、召开程序、出席大 会人员资格、会议表决程序等事宜发表法律意见。 为出具本法律意见书，本所律师出席了本次股东大会，审查了公司提供的有 关本次 ...