中信建投证券股份有限公司 关于崇达技术股份有限公司提前赎回"崇达转 2"的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐机构"） 作为崇达技术股份有限公司（以下简称"崇达技术"或"公司"）公开发行可转 换公司债券的保荐及持续督导机构，根据《证券发行上市保荐业务管理办法》《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》《深圳 证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所上市 公司自律监管指引第 15 号——可转换公司债券》等有关规定，对崇达技术提前 赎回"崇达转 2"的事项进行了审慎核查，核查情况如下： 一、可转债基本情况 （一）可转债发行情况 经中国证券监督管理委员会"证监许可[2020]1487 号文"核准，崇达技术股 份有限公司（以下简称"公司"）于 2020 年 9 月 7 日公开发行了 1,400.00 万张可 转债，每张面值 100 元，发行总额 140,000.00 万元。发行方式采用向股权登记日 收市后登记在册的公司原股东优先配售，原股东优先配售后余额部分（含原股东 放弃优先配售部分）通过在深圳证券交易所（以下简称"深交 ...

北京市中伦（深圳）律师事务所 关于崇达技术股份有限公司 提前赎回可转换公司债券的 法律意见书 二〇二五年八月 北京市中伦（深圳）律师事务所 关于崇达技术股份有限公司 提前赎回可转换公司债券的 法律意见书 致：崇达技术股份有限公司 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》、《可转换公司债券管理办法》（以下简称"《管理办法》"）、《深圳证 券交易所上市公司自律监管指引第 15 号—— 可转换公司债券》（以下简称 "《监管指引》"）等有关法律、法规、规范性文件和《崇达技术股份有限公司公 开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的规定，北 京市中伦（深圳）律师事务所（以下简称"本所"）接受崇达技术股份有限公司 （以下简称"公司"或"崇达技术"）的委托，对公司可转换公司债券提前赎回 （以下简称"本次赎回"）的相关事宜进行核查，出具本法律意见书。 为出具本法律意见书，本所及本所律师特作如下声明： （一） 本所及本所律师根据《中华人民共和国证券法》《律师事务所从事证 券法律业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等我国 现行法律、法规和规范性 ...

Core Viewpoint - The company, Chongda Technology, indicates a recovery in order demand and expects its subsidiary, Sande Crown, to achieve a turnaround and become profitable in the second half of 2025 due to industry capacity closures and stabilizing prices for flexible printed circuit board (FPC) products [1] Group 1: Company Performance - Chongda Technology reported that some industry capacity has been closed due to continuous losses, which has contributed to a recovery in order demand [1] - The prices of flexible printed circuit board (FPC) products are showing positive signs of stabilization and recovery [1] - Sande Crown, a subsidiary of Chongda Technology, is anticipated to achieve substantial improvement in operating performance and successfully turn profitable by the second half of 2025 [1]

Core Viewpoint - The company, Chongda Technology (002815), indicates that the flexible printed circuit board (FPC) product prices are showing positive signs of stabilization and recovery due to the closure of some industry capacities caused by continuous losses and a current rebound in order demand [1] Group 1: Industry Insights - The industry is experiencing closures of certain capacities due to ongoing losses, which is contributing to a more favorable pricing environment for FPC products [1] - There is a current recovery in order demand, which is further supporting the stabilization of product prices in the FPC sector [1] Group 2: Company Performance - The company's subsidiary, Sandeguan, is expected to achieve substantial improvement in operating performance by the second half of 2025, with a successful turnaround from losses to profitability anticipated [1]

Core Viewpoint - The company reported a revenue growth in the first half of 2025 but experienced a decline in net profit, indicating challenges in maintaining profitability amidst rising raw material costs [1] Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 3.533 billion yuan, representing a year-on-year growth of 20.73% [1] - The net profit attributable to shareholders was 222 million yuan, showing a year-on-year decline of 6.19% [1] - The gross profit margin was 21.51%, down 3.57 percentage points from the same period last year, primarily due to rising prices of precious metal raw materials, particularly a 36.57% increase in the average price of gold salts [1] Group 2: Profitability Improvement Measures - The company is optimizing its sales structure by eliminating loss-making orders and reducing the proportion of low-margin orders, while enhancing joint product development with key customers [2] - Efforts to improve sales capabilities include expanding and optimizing the overseas sales team and establishing a scientific performance evaluation and incentive mechanism [2] - Cost control measures involve constructing a cost analysis model, precise cost management, and optimizing procurement strategies [2] Group 3: Capacity and Production - The overall capacity utilization rate is around 85%, with ongoing efforts to release capacity in the PCB production facilities in Zhuhai and accelerate the construction of the Thailand production base [5] - The company plans to establish a new HDI factory in Jiangmen to meet market demand and enhance operational performance [5] Group 4: Subsidiary Performance - The subsidiary, San De Guan, is facing challenges in the FPC sector with price declines and low profit margins, but has reduced losses by 14.03 million yuan in 2024 [6] - There is potential for San De Guan to turn profitable in the second half of 2025 as FPC product prices stabilize and demand recovers [6] Group 5: Market Dynamics - The company's revenue from the U.S. market accounts for approximately 10%, with current sales orders and shipments remaining stable and unaffected by significant impacts [7] - Future strategies include deepening market diversification, optimizing customer cooperation strategies, and accelerating the layout of overseas production bases to respond to changes in tariff policies [7]

Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of CNY 3.533 billion, representing a year-on-year growth of 20.73% [3] - The net profit attributable to shareholders for the same period was CNY 222 million, a decline of 6.19% year-on-year, primarily due to a decrease in gross profit margin [3] - The gross profit margin for the first half of 2025 was 21.51%, down by 3.57 percentage points compared to the previous year, largely due to rising prices of raw materials such as gold and copper [3] Group 2: Cost Management Strategies - The company is implementing several measures to improve profitability, including optimizing the sales structure and focusing on high-value customers [4] - Cost management initiatives include enhancing unit cost monitoring, improving material utilization, and implementing price adjustments for certain products [6][7] - The company aims to reduce unit costs and improve operational efficiency to mitigate the impact of rising raw material costs [7] Group 3: Capacity Expansion and Utilization - The current overall capacity utilization rate is approximately 85% [8] - The company is accelerating capacity expansion at its Zhuhai plants and establishing a new HDI factory to meet increasing market demand [8] - Plans are in place to enhance production capabilities in Thailand and optimize domestic production processes to support future growth [8][14] Group 4: Market Diversification and Risk Management - The company has diversified its market strategy, with domestic sales accounting for over 50% of total revenue, reducing reliance on the U.S. market [12] - Strategies to address U.S. tariffs include optimizing customer cooperation strategies and accelerating the establishment of overseas production bases [13][14] - The company is committed to maintaining stable operations and ensuring investor rights amid changing market conditions [5]

（编辑 何成浩） 证券日报网讯 8月21日晚间，崇达技术发布公告称，2025年半年度公司实现营业收入3，533，235， 861.91元，同比增长20.73%；归属于上市公司股东的净利润为221，552，268.73元，同比下降6.19%。 ...

智通财经APP讯，崇达技术(002815.SZ)发布2025年半年度报告，该公司营业收入为35.33亿元，同比增 长20.73%。归属于上市公司股东的净利润为2.22亿元，同比减少6.19%。归属于上市公司股东的扣除非 经常性损益的净利润为2.17亿元，同比减少0.54%。基本每股收益为0.2元。 ...

Buyback and Shareholder Actions - Sinopec plans to repurchase A-shares with a total fund of no less than RMB 5 billion and no more than RMB 10 billion, potentially reducing its registered capital [1] - Hengbang Mining intends to reduce its stake in the Hong Kong-listed company, WanGuo Gold, by up to 40 million shares, representing approximately 3.69% of WanGuo's total share capital [5] Product Approvals and Market Launches - Wantai Biological's nine-valent HPV vaccine has received the batch release certificate, marking its official market launch and enhancing the company's product lineup [1] - Changchun High-tech's subsidiary has received acceptance for the clinical trial application of GenSci143, a dual-specific antibody drug, which may provide new treatment options for certain tumors [7] Financial Performance - Hongxin Electronics reported a 15.01% increase in revenue to RMB 3.494 billion and a 9.85% rise in net profit to RMB 53.99 million for the first half of 2025 [2] - Sanwei Xinan experienced a net loss of RMB 29.39 million in the first half of 2025, despite a 15.19% increase in revenue to RMB 195 million [3] Corporate Developments - TianTan Bio received a commitment from its controlling shareholder to resolve new competition issues arising from a recent acquisition [4] - Feilu Co. announced a potential change in control, leading to a temporary suspension of its stock trading [8] Investment and Expansion - Jinbei Electric's subsidiary has signed a purchase agreement for a factory in Europe, marking significant progress in establishing its European production base [1] - Shengshi Technology plans to establish a wholly-owned subsidiary to integrate AI and humanoid robot technology with innovative toy products, investing RMB 10 million [6]

（文章来源：证券日报） 证券日报网讯 8月21日晚间，崇达技术发布公告称，公司第五届监事会第十七次会议审议通过了《关于 公司及其摘要的议案》《关于公司的议案》。 ...