奥士康科技股份有限公司 审计报告 天职业字[2023]27923 号 录 审计报告 -- -1 2022 年度财务报表 -- -6 2022 年度财务报表附注 -- -18 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mof.gov.cn）"超 6-1-1-1 审计报告 天职业字[2023]27923 号 奥士康科技股份有限公司全体股东: 一、审计意见 我们审计了奥士康科技股份有限公司(以下简称"奥士康")财务报表,包括2022年12 月 31 日的合并及母公司资产负债表,2022年度的合并及母公司利润表、合并及母公司现金流 量表、合并及母公司股东权益变动表,以及财务报表附注。 我们认为,后附的财务报表在所有重大方面按照企业会计准则的规定编制,公允反映了奥 士康 2022 年 12 月 31 日的合并及母公司财务状况以及 2022年度的合并及母公司经营成果和现 金流量。 二、形成审计意见的基础 我们按照中国注册会计师审计准则的规定执行了审计工作。审计报告的"注册会计师对财 务报表审计的责任"部分进一步阐述了我们在这些准则下的责任。按照中国注册会计师职业道 德守则,我们独立于 ...

Core Viewpoint - The company has received notification from the Shenzhen Stock Exchange regarding the acceptance of its application for issuing convertible bonds to unspecified objects, indicating a step forward in its financing strategy [1] Group 1 - The company received a notification from the Shenzhen Stock Exchange on October 10, 2025, regarding the acceptance of its application for issuing convertible bonds [1] - The Shenzhen Stock Exchange has verified that the application documents submitted by the company are complete and has decided to accept the application [1]

Core Viewpoint - The company announced the completion of its share repurchase plan, indicating a strategic move to enhance shareholder value and confidence in its stock performance [2] Summary by Relevant Sections - **Share Repurchase Details** - On May 7, 2025, the company initiated its first share repurchase through a centralized bidding process [2] - As of September 30, 2025, the company has repurchased a total of 2,888,300 shares, which represents 0.9101% of its total share capital [2]

格隆汇10月10日丨奥士康(002913.SZ)公布，截至2025年9月30日，公司通过回购专用证券账户以集中竞 价交易方式回购股份2,888,300股，占公司目前总股本的0.9101%，最高成交价为39.52元/股，最低成交 价为24.64元/股，成交金额为90,039,741.52元（不含交易费用），公司本次回购金额已达回购方案中的 回购资金总额下限，且不超过回购资金总额上限。至此，本次回购方案已实施完毕，实际回购股份时间 区间为2025年5月7日至2025年8月27日。本次回购符合公司回购股份方案及相关法律法规的要求。 ...

Group 1 - The company Aoshikang (SZ 002913) announced a share buyback of approximately 2.89 million shares, accounting for 0.9101% of its total share capital, with a total transaction amount of about 90.04 million yuan [1] - The buyback was conducted through a special securities account via centralized bidding from May 7, 2025, to August 27, 2025, and has reached the lower limit of the planned buyback fund amount [1] - For the first half of 2025, Aoshikang's revenue composition was 91.6% from PCB manufacturing and 8.4% from other businesses [1] Group 2 - As of the report, Aoshikang's market capitalization is 13.6 billion yuan [2]

证券代码：002913 证券简称：奥士康 公告编号：2025-063 奥士康科技股份有限公司 关于股份回购进展暨回购完成的公告 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，没有虚假记载、 误导性陈述或重大遗漏。 奥士康科技股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日召开第四届董 事会第四次会议，审议通过《关于回购公司股份方案的议案》，同意公司使用自有资金 或自筹资金人民币 9,000 万元（含）-1.8 亿元（含），通过深圳证券交易所股票交易系统 以集中竞价交易方式回购公司发行的人民币普通股（A 股），回购股份将用于股权激励 或员工持股计划，回购价格不超过 40 元/股，回购期限自董事会审议通过回购股份方案 之日起不超过 12 个月。因公司实施 2024 年年度权益分派，公司回购股份价格上限由不 超过 40 元/股调整至 39.4 元/股。公司于 2025 年 8 月 11 日召开第四届董事会第八次会议， 审议通过了《关于调整回购股份价格上限的议案》，同意公司回购股份价格上限由 39.4 元/股（含）调整为 53.35 元/股（含）。具体内容详见公司披露于巨潮资讯网 （ww ...

Market Overview - The component sector increased by 1.78% on October 9, with Aoshikang leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Top Gainers in the Component Sector - Aoshikang (002913) closed at 44.53, up 10.00% with a trading volume of 151,400 shares and a transaction value of 671 million [1] - Shenzhen South Circuit (002916) also rose by 10.00%, closing at 238.30 with a trading volume of 92,600 shares and a transaction value of 2.192 billion [1] - Other notable gainers include Shengye Electric (920128) up 8.28%, Zhongfu Circuit (300814) up 7.15%, and Nanya New Materials (615889) up 5.50% [1] Market Capital Flow - The component sector saw a net inflow of 373 million from institutional investors, while retail investors experienced a net outflow of 721 million [2][3] - The top stocks by net inflow from institutional investors include Jingwang Electronics (603228) with 188 million and Shenghong Technology (300476) with 22.1 million [3] Notable Decliners - ST Dongjing (002199) fell by 4.98% to close at 10.49, with a trading volume of 99,400 shares and a transaction value of 106 million [2] - Other decliners include Fangzheng Technology (600601) down 3.35% and Dongshan Precision (002384) down 2.53% [2]

Market Analysis - Global capital markets have shown significant increases during the holiday period, particularly in gold, US stocks, and copper, driven primarily by AI narratives [2] - The A-share market has returned to 3900 points after 10 years, with technology stocks being the main upward momentum, heavily influenced by external market sentiment and capital flow [2] - The continued rise of indices indicates signs of capital returning before the holiday, with October expected to be a competitive month for individual stocks [2] Gold Market Insights - Three anchors for gold pricing have been identified: reserve value, consumption value, and trading value [2] - With the ongoing expansion of dollar credit cracks, a long-term bull market for gold is anticipated, as the demand for gold is expected to grow [2] - By 2025, domestic gold jewelry companies are expected to see sales increases and performance improvements [2] Sector Performance - The gold concept stocks opened significantly higher, with several stocks reaching their daily limit, reflecting strong market interest [3] - The semiconductor sector is also active, with AMD's partnership with OpenAI leading to a notable increase in AMD's stock price [4] - Solid-state battery concept stocks have shown strong fluctuations, driven by advancements in battery technology [5] Index Performance - The Shanghai Composite Index has shown a strong upward trend post-holiday, with a focus on whether it can maintain above 3950 points [9] - The ChiNext Index has reached new highs, with technology stocks being the primary drivers, although the performance remains characterized by rotation rather than collective surges [9] Investment Outlook - The consensus among broker reports indicates a positive macro environment for A-shares following the holiday, with a focus on resource and AI sectors [15] - The long-term logic supporting gold's continued rise is centered around the restructuring of the global monetary credit system, with gold being viewed as a stabilizing asset during economic turbulence [15] - The ongoing accumulation of US debt poses risks to monetary credit, further enhancing gold's appeal as a safe-haven asset [16]

Core Viewpoint - Aoshikan (sz002913) reached its daily limit up, closing at 44.66 yuan with a 10% increase, reflecting strong market interest and positive investor sentiment driven by strategic initiatives and market trends [1][2]. Group 1: Company Developments - The company has successfully passed a high-vote plan for issuing convertible bonds, aiming to raise 1 billion yuan for high-end PCB projects, indicating strong shareholder support for its growth strategy [2]. - Aoshikan is focusing on high-growth sectors such as AI servers, AIPC, and automotive electronics, which are expected to enhance its market competitiveness and profitability [2]. - The company's overseas revenue has increased to 59.86%, supported by partnerships, including collaboration with Japan's Meiko Electronics and progress in its Thailand base [2]. Group 2: Financial Performance - In the first half of 2025, Aoshikan's R&D expenses reached 111 million yuan, marking a 12% year-on-year increase, emphasizing its commitment to innovation in cutting-edge fields [2]. Group 3: Market Trends - The current market environment shows heightened interest in AI servers and automotive electronics, with related stocks experiencing active performance [2]. - There has been notable capital inflow into the electronic manufacturing sector, contributing to the stock's performance and creating a sector-wide effect [2]. Group 4: Technical Analysis - The stock's MACD indicator is showing potential bullish signals, which could attract more technical investors if the price breaks through significant resistance levels [2]. - Monitoring of large net purchases indicates that major funds are optimistic about the company's future prospects [2].

Core Viewpoint - The recent financing and expansion plans of major PCB companies are primarily driven by the increasing demand for AI technologies and high-end PCB products, indicating a significant shift in the industry towards advanced manufacturing capabilities [1][3][6]. Group 1: Company Expansion Plans - Huadian Co. disclosed a new project for high-end printed circuit boards (PCBs) with an investment of 4.3 billion yuan, which began construction in June 2023 and is expected to start trial production in the second half of 2026 [1]. - Shenghong Technology completed a fundraising round of 1.9 billion yuan, with allocations of 850 million yuan for an AI HDI project in Vietnam and 500 million yuan for a high-layer PCB project in Thailand [1]. - Eight PCB manufacturers have announced new financing and expansion plans since July 25, focusing on enhancing their capabilities in HDI, HLC, and SLP products [1][2]. Group 2: Market Demand and Trends - The demand for high-density and high-layer PCBs is expected to grow significantly due to advancements in AI, satellite communications, and automotive electronics, with the HDI market projected to reach 17.037 billion USD by 2029, reflecting a compound annual growth rate of 6.4% [6]. - The complexity of PCB production processes is increasing, necessitating higher precision and efficiency in manufacturing equipment, particularly in plating and drilling stages [6][7]. - The shift towards high-end PCB products is driving upgrades in core materials such as copper foil, electronic cloth, and resin, which are essential for meeting the demands of high-speed signal transmission [7]. Group 3: Investment Opportunities - The expansion of PCB production is anticipated to create a favorable cycle for the industry, benefiting upstream material and equipment companies as demand for high-end PCBs rises [7]. - The global market for PCB-specific equipment is expected to reach 10.765 billion USD by 2029, with a compound annual growth rate of 8.7% from 2024 to 2029 [6].