Company Overview - Sanlipu Optical Technology Co., Ltd. is located in Shenzhen, Guangdong Province, established on April 16, 2007, and listed on May 25, 2017. The company specializes in the research, production, and sales of polarizing film products [1] - The main business revenue composition includes: TFT 96.69%, black and white 2.63%, and others 0.67% [1] Stock Performance - On September 2, Sanlipu's stock price fell by 1.61%, closing at 25.73 CNY per share, with a trading volume of 170 million CNY and a turnover rate of 4.44%. The total market capitalization is 4.474 billion CNY [1] - The stock has experienced a continuous decline for three days, with a cumulative drop of 5.96% during this period [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under China Merchants Fund holds Sanlipu shares. The China Merchants National Index 2000 Enhanced A (018786) held 31,500 shares in the second quarter, accounting for 0.64% of the fund's net value, ranking as the eighth largest heavy stock [2] - The estimated floating loss today is approximately 13,200 CNY, with a total floating loss of 51,300 CNY during the three-day decline [2] Fund Manager Information - The fund manager of China Merchants National Index 2000 Enhanced A (018786) is Deng Tong, who has been in the position for 3 years and 285 days. The total asset scale of the fund is 10.902 billion CNY [3] - During his tenure, the best fund return is 70.96%, while the worst return is 1.09% [3]

证券代码：002876 证券简称：三利谱 公告编号：2025-038 深圳市三利谱光电科技股份有限公司 关于公司控股股东部分股份解除质押的公告 二、股东股份累计质押的情况 截至本公告披露日，上述股东所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | | 本次解除质 | 本次解除质 | 占其所 | 占公司 | 情况 | | 情况 | | | | 持股数量 | 持股比 | | | | | | 占已 | | | | | | | 押前质押股 | 押后质押股 | 持股份 | 总股本 | 已质押股份 | | 未质押股份 | 占未质 | | 名称 | （股） | 例 | | | | | | 质押 | | | | | | | 份数量（股） | 份数量（股） | 比例 | 比例 | 限售和冻结 | | 限售和冻结 | 押股份 | | | | | | | | | | 股份 | | | | | | | | | | | 数量 | | 数量 ...

Group 1 - The core point of the news is that shareholder Zhang Jianjun has pledged 4.05 million shares of Sanlipu, accounting for 2.33% of the total share capital, with a cumulative pledge of 19.89 million shares, representing 60.46% of his total holdings [1] - Another shareholder, Tang Jiyu, has pledged 4.31 million shares, which is 49.29% of his total holdings [1] - The total pledged shares by the top ten shareholders of Sanlipu after this pledge is significant, indicating a high level of leverage among major shareholders [1] Group 2 - Sanlipu's financial data for the first half of 2025 shows a main revenue of 1.68 billion yuan, a year-on-year increase of 41.97%, while the net profit attributable to shareholders decreased by 31.47% to 37.94 million yuan [3] - The second quarter of 2025 saw a single-quarter main revenue of 874 million yuan, up 36.51% year-on-year, but the net profit attributable to shareholders dropped by 66.25% to 8.31 million yuan [3] - The company has a debt ratio of 62.23%, with investment income at -3.44 million yuan and financial expenses of 51.68 million yuan, indicating potential financial strain [3] Group 3 - Sanlipu primarily engages in the research, production, and sales of polarizers, which are essential materials for display panels in consumer electronics such as mobile phones, computers, and televisions [4] - The main products include TFT series and black-and-white polarizers, made from PVA and TAC films through various processing techniques [4] - The company also provides technical solutions for polarizer products and related products for industrial electronic displays and 3D glasses [4]

Company Summary - Sanlipu (SZ 002876) announced on August 29 that its controlling shareholder, Mr. Zhang Jianjun, has pledged and released part of his shares. As of the announcement date, Mr. Zhang has pledged a total of 19.89 million shares, accounting for 60.46% of his holdings [1][1][1] - For the first half of 2025, Sanlipu's revenue composition shows that the polarizer industry accounts for 99.33%, while other businesses contribute 0.67% [1][1][1] - As of the report, Sanlipu's market capitalization stands at 4.7 billion yuan [1][1][1] Industry Summary - The news highlights the competitive landscape in the automotive sector, with nearly 120 brands and 1,600 vehicles participating in the upcoming A-class car exhibition in Southwest China. This event is expected to reshape the market dynamics for new energy vehicles [1][1][1]

证券代码：002876 证券简称：三利谱 公告编号：2025-037 深圳市三利谱光电科技股份有限公司 关于控股股东部分股份质押及解除质押的公告 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，不存在虚 假记载、误导性陈述或重大遗漏。 深圳市三利谱光电科技股份有限公司（以下简称"公司"）近日收到公司控 股股东张建军先生的通知，获悉其将持有的公司部分股份进行了质押及解除质押， 现将有关情况公告如下： 一、控股股东股份质押及解除质押基本情况 1、控股股东部分股份补充质押及质押的情况 | 股东 | 是否为 | 本次质押 | 占其所 | 占公司 | 是否为 | 是否为 | 质押起 | 质押到 | 质权人 | 质押用 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控 | 股 | 数量（股） | 持股份 | 总股本 | 限售股 | 补充质 | 始日 | 期日 | 途 | 名称 | | | | | 股东或 | 比例（%） | 比例 | 押 | | | | | | | | ...

Core Viewpoint - The company, Shenzhen Sanlipu Optoelectronics Technology Co., Ltd., has released its 2025 semi-annual report, confirming that it will not distribute cash dividends or issue bonus shares, and that there are no changes in its controlling shareholder or actual controller during the reporting period [3][5][6]. Company Basic Information - The company held its fifth board meeting on August 27, 2025, with all seven directors present, and the meeting was deemed legally valid [8]. - The board unanimously approved the 2025 semi-annual report and its summary, affirming that the report complies with relevant regulations and is accurate and complete [9][12]. Financial Data and Fund Management - The company raised a total of RMB 874.22 million through a non-public offering of 20.8 million shares at RMB 42.03 per share, with a net amount of RMB 854.27 million after deducting issuance costs [15]. - As of June 30, 2025, the company had utilized RMB 812.86 million of the raised funds, leaving a balance of RMB 82.18 million in the dedicated fund account [16]. - The company has established tripartite and quadripartite agreements with banks and its sponsor to ensure proper management and usage of the raised funds, adhering to regulatory requirements [18].

Core Viewpoint - The article highlights the performance of several companies in the display and electronics industry for the first half of the year, noting that Sichuan Changhong, Feikai Materials, and Tianshan Electronics achieved both revenue and net profit growth, while others faced declines in performance [1][2]. Company Performance Summary 1. Xinyi International - Xinyi International reported revenue of 74.42 billion RMB, a decrease of 5.7% year-on-year, and a net profit of 1.30 billion RMB, down 19.2% [2][3]. - The company's smartphone-related product business decreased by 12.1%, while non-smartphone-related products saw a slight decline of 0.4% [5]. 2. Sichuan Changhong - Sichuan Changhong achieved revenue of 567.05 billion RMB, an increase of 10.28%, and a net profit of 5.01 billion RMB, up 78.60% [2][7]. - The company noted significant growth in non-recurring gains, primarily due to the fair value increase of its investment in Huafeng Technology [9]. 3. Laibao High-Tech - Laibao High-Tech reported revenue of 31.45 billion RMB, a growth of 7.06%, but a net profit of 1.82 billion RMB, down 13.78% [2][10]. - The decline in net profit was attributed to increased R&D expenses and reduced interest income [12]. 4. Woge Optoelectronics - Woge Optoelectronics achieved revenue of 11.90 billion RMB, a growth of 14.20%, but continued to report net losses [2][13]. - The company increased R&D investment by 63.13% to enhance its core technology position in the glass substrate field [15]. 5. Sanlipu - Sanlipu reported revenue of 16.80 billion RMB, a significant increase of 41.97%, but a net profit of 0.38 billion RMB, down 31.47% [2][16]. - The decline in net profit was due to increased competition and pressure on profit margins [17]. 6. Liande Equipment - Liande Equipment reported revenue of 6.37 billion RMB, a decrease of 5.34%, and a net profit of 0.73 billion RMB, down 34.78% [2][19]. - The company aims to strengthen its technology reserves in the semiconductor display equipment sector [20]. 7. Feikai Materials - Feikai Materials achieved revenue of 14.62 billion RMB, a growth of 3.80%, and a net profit of 2.17 billion RMB, up 80.45% [2][21]. - The company expanded its product matrix through strategic acquisitions in the liquid crystal materials sector [22]. 8. Xiangtong New Materials - Xiangtong New Materials reported revenue of 2.79 billion RMB, a decline of 17.44%, and a net profit of -0.12 billion RMB, indicating a loss [2][24]. - The company faced challenges due to customer strategy adjustments and increased competition [26]. 9. Tianshan Electronics - Tianshan Electronics achieved revenue of 8.56 billion RMB, an increase of 29.66%, and a net profit of 0.75 billion RMB, up 15.46% [2][27]. - The company reported growth in various product lines, including monochrome LCD displays and touch screens [28].

Group 1 - The company Sanlipu held its fifth board meeting on August 27, 2025, in Shenzhen, discussing the full semi-annual report for 2025 and its summary [1] - The meeting was conducted in a hybrid format, combining in-person attendance with remote voting [1] Group 2 - The news highlights a significant advancement in medical science with the world's first successful transplantation of gene-edited pig lungs into a human [1] - The article includes a dialogue with key participants regarding the timeline for clinical applications of this breakthrough [1]

格隆汇8月27日丨三利谱(002876.SZ)公布2025年半年度报告，上半年公司实现营业收入16.80亿元，同比 增长41.97%；归属于上市公司股东的净利润3794.15万元，同比下降31.47%；归属于上市公司股东的扣 除非经常性损益的净利润3521.62万元，同比下降45.48%；基本每股收益0.22元。 ...

深圳市三利谱光电科技股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 08 月 第 1 页 共 97 页 1、合并资产负债表 编制单位：深圳市三利谱光电科技股份有限公司 2025 年 06 月 30 日 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 481,165,664.13 | 336,173,386.97 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 11,493,832.00 | | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 1,029,951,738.52 | 826,037,946.72 | | 应收款项融资 | 3,207,915.92 | 11,307,635.53 | | 预付款项 | 17,665,949.88 | 11,534,226.01 | | 应收保费 | | | | 应收分保账款 | | | | 应收分保合同准备金 | | | | 其他应收款 | 7,538,752.56 | 8,335,018.24 | | 其 ...