银禧科技2025半年报 ...

智通财经APP讯，银禧科技(300221.SZ)发布2025年半年度报告，该公司营业收入为10.85亿元，同比增 长23.99%。归属于上市公司股东的净利润为4777.54万元，同比增长82.39%。归属于上市公司股东的扣 除非经常性损益的净利润为4819.98万元，同比增长77.62%。基本每股收益为0.1046元。 ...

Core Viewpoint - Yinxi Technology reported significant growth in its half-year performance for 2025, indicating strong operational momentum and profitability improvements [2] Financial Performance - The company's operating revenue for the first half of 2025 is approximately 1.085 billion yuan, representing a year-on-year increase of 23.99% [2] - The net profit attributable to shareholders is around 47.78 million yuan, showing a substantial year-on-year increase of 82.39% [2] - Basic earnings per share reached 0.1046 yuan, which is an increase of 82.23% compared to the previous year [2]

Core Insights - The company reported a revenue of 1.085 billion yuan for the first half of the year, representing a year-on-year growth of 23.99% [1] - Operating profit reached 50.42 million yuan, an increase of 80.82% compared to the same period last year [1] - The net profit attributable to the parent company was 47.78 million yuan, showing a year-on-year increase of 82.39% [1]

Group 1 - The core viewpoint of the article is that Yinxin Technology (SZ 300221) held its 19th meeting of the 6th board of directors on August 7, 2025, to review the full and summary reports for the first half of 2025 [1] - For the year 2024, Yinxin Technology's revenue composition is as follows: 87.17% from the plastics industry, 12.58% from electrical machinery and equipment manufacturing, and 0.25% from other businesses [1] - As of the report date, Yinxin Technology has a market capitalization of 4.6 billion yuan [1]

Core Viewpoint - Guangdong Silver Age Technology Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, indicating strong performance in the modified plastics and smart lighting sectors [5][14]. Financial Performance - The company achieved operating revenue of 1.085 billion yuan, a 23.99% increase compared to 875 million yuan in the same period last year [5][14]. - Net profit attributable to shareholders reached 47.78 million yuan, up 82.39% from 26.19 million yuan year-on-year [5][14]. - The basic earnings per share increased to 0.1046 yuan, reflecting an 82.23% rise from 0.0574 yuan [5][14]. - The net cash flow from operating activities improved significantly to 7.17 million yuan, compared to a negative 30.63 million yuan in the previous year, marking a 123.42% increase [5][14]. Business Overview - The company focuses on high-performance polymer materials, with applications in automotive, home appliances, electronics, and new energy sectors [8][14]. - The modified plastics industry is experiencing a shift towards lightweight and environmentally friendly materials, driven by demand in the automotive and electronics sectors [6][9]. - The smart lighting market is expanding rapidly, with a sales scale of approximately 300 billion yuan in the first half of 2025, supported by technological advancements and consumer demand [7][8]. Industry Trends - The modified plastics sector is seeing increased demand for high-temperature and flame-retardant materials, particularly in the context of energy-efficient appliances and 5G technology [6][9]. - The rise of biobased modified plastics is being accelerated by stringent environmental regulations, with a projected compound annual growth rate of 15% for biobased modifiers by 2025 [6][9]. - The circular economy for waste plastics is gaining traction, with a market size expected to exceed 50 billion yuan by 2025, focusing on chemical recycling technologies [7][9]. Competitive Advantages - The company holds 121 patents, including 66 invention patents, showcasing its commitment to innovation in the modified plastics industry [14]. - The production process for modified plastics involves advanced techniques such as blending and extrusion, ensuring high-quality output tailored to customer specifications [9][10]. - The company has established a robust technical service system to support customer needs, enhancing its competitive edge in the market [15][16].

| | | | | 广东银禧科技股份有限公司 | 2025 年半年度 | | --- | --- | --- | --- | --- | --- | | 报告摘要 | | | | | | | 证券简称：银禧科技 | 证券代码：300221 | | | | 公告编号： | | 2025-47 | | | | | | | 广东银禧科技股份有限公司 | | 2025 年半年度报告摘要 | | | | | 一、重要提示 | | | | | | | 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 | | | | | | | 资者应当到证监 | | | | | | | 会指定媒体仔细阅读半年度报告全文。 | | | | | | | 所有董事均已出席了审议本报告的董事会会议。 | | | | | | | 非标准审计意见提示 | | | | | | | □适用 ?不适用 | | | | | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | | | | | □适用 ?不适用 | | | | | | | 公司计划不派发现金红利，不送红股，不以公积金转增股本。 | ...

因此，我们同意本次拟解除限售的激励对象名单，并同意公司为符合解除限 售条件的 47 名激励对象办理首次授予部分第一类限制性股票第一个解除限售期 解除限售事宜。 特此公告。 广东银禧科技股份有限公司 监事会 广东银禧科技股份有限公司 监事会关于 2024 年限制性股票激励计划首次授予 第一类限制性股票第一期解除限售激励对象名单的核查意见 广东银禧科技股份有限公司（以下简称"银禧科技"或"公司"）于 2025 年 8 月 7 日召开第六届监事会第十七次会议，审议通过了《关于 2024 年限制性股 票激励计划首次授予第一类限制性股票第一个解除限售期解除限售条件成就的议 案》，根据《公司法》《证券法》、《上市公司股权激励管理办法》（以下简称 "《管理办法》"）、等有关法律、法规和规范性文件以及《公司章程》的规定， 对公司 2024 年限制性股票激励计划第一期解除限售激励对象名单进行审核，发表 核查意见如下： 经审核，监事会认为：公司本次拟解除限售第一类限制性股票的 47 名激励对 象具备《公司法》《管理办法》等法律、法规和规范性文件及《公司 2024 年限制 性股票激励计划》（以下简称"《激励计划》"或"本激励计划" ...

Summary of Key Points Core Viewpoint - The report outlines the non-operating fund occupation and other related fund transactions of Guangdong Yinhui Technology Co., Ltd. for the first half of 2025, detailing the amounts involved and the nature of these transactions [1]. Group 1: Non-operating Fund Occupation - The total non-operating fund occupation at the beginning of 2025 was 139,999.4 thousand yuan, with a cumulative occupation of 282,908.9 thousand yuan in the first half of 2025, leading to a balance of 291,311.7 thousand yuan by the end of June 2025 [1]. - The report categorizes the fund occupation by related parties, including the controlling shareholder and its subsidiaries, indicating significant amounts involved in non-operating transactions [1]. Group 2: Related Party Transactions - Specific subsidiaries such as Yinhui Engineering Plastics (Dongguan) Co., Ltd. and Yinhui Technology (Hong Kong) Co., Ltd. are highlighted, showing substantial amounts in other receivables, with 13,269.63 thousand yuan and 3,002.87 thousand yuan respectively during the first half of 2025 [1]. - The report also notes that various subsidiaries have ongoing non-operating transactions, with some subsidiaries like Dongguan Yinhui New Materials Co., Ltd. showing a significant increase in receivables amounting to 9,410.07 thousand yuan [1].

Summary of Key Points Core Viewpoint - The company has conducted a comprehensive review and impairment testing of its assets as of June 30, 2025, to accurately reflect its financial condition and operational results, in accordance with relevant accounting standards and regulations [1]. Group 1: Impairment Preparation Overview - The company has recognized the need to provide impairment provisions for various assets, including accounts receivable, inventory, fixed assets, intangible assets, investment properties, and goodwill, based on a thorough assessment of potential impairment indicators [1][2]. - The total amount of credit and asset impairment provisions recognized amounts to approximately 257.24 million yuan, reflecting an increase from the previous period [2]. Group 2: Specific Impairment Details - Accounts receivable impairment provisions increased from approximately 193.55 million yuan to 197.24 million yuan, with a provision of about 3.67 million yuan made during the period [2]. - Inventory impairment provisions rose from approximately 8.15 million yuan to 10.73 million yuan, with a provision of about 3.17 million yuan made [2]. - Fixed asset impairment provisions were adjusted to approximately 5.11 million yuan, reflecting a decrease due to disposals [2]. - Intangible asset impairment provisions increased to approximately 21.05 million yuan, with a provision of about 1.00 million yuan made [2]. Group 3: Impairment Recognition Standards and Methods - The company applies the allowance method for recognizing potential bad debts, conducting impairment tests at the end of the period and recording provisions in the current period's profit and loss [3][4]. - Impairment provisions for inventory are determined based on the estimated net realizable value, which considers the estimated selling price minus estimated costs and related taxes [5]. - Long-term assets, including fixed assets and goodwill, undergo impairment testing if there are indications of impairment, with provisions made if the recoverable amount is less than the carrying amount [7]. Group 4: Impact of Impairment Provisions - The recognition of credit and asset impairment provisions aligns with accounting standards and reflects the company's actual situation, ensuring that financial information is more accurate and reasonable [6][8].