Core Insights - The company Jing Sheng Ji Dian (300316) reported a significant decline in financial performance for the first half of 2025, with total revenue of 5.799 billion yuan, down 42.85% year-on-year, and a net profit of 639 million yuan, down 69.52% year-on-year [1][4]. Financial Performance Summary - Total revenue for 2025 was 5.799 billion yuan, a decrease of 42.85% compared to 2024 [1]. - Net profit for 2025 was 639 million yuan, reflecting a 69.52% decline from the previous year [1]. - The gross profit margin fell to 24.38%, down 34.1% year-on-year, while the net profit margin decreased to 10.71%, down 54.51% [1]. - The company's accounts receivable accounted for 133.36% of the latest annual net profit, indicating a high level of receivables relative to profit [1][6]. Cost and Expense Analysis - Operating costs decreased by 31.41%, attributed to reduced sales scale [5]. - Total sales, management, and financial expenses amounted to 289 million yuan, representing 4.99% of revenue, an increase of 77.97% year-on-year [1]. - Research and development expenses decreased by 23.93%, due to reduced material costs [5]. Cash Flow and Asset Management - The company reported a significant increase in operating cash flow per share to 0.34 yuan, up 55.84% year-on-year [1]. - Cash and cash equivalents saw a net increase of 91.18%, driven by improved cash flow from investment and financing activities [5]. Investment and Market Position - The company has a historical Return on Invested Capital (ROIC) of 13.83%, indicating strong capital returns [6]. - The company is primarily driven by capital expenditures, necessitating careful evaluation of capital projects [6]. - The company is held by notable fund managers, including Yang Ruiwen from Invesco Great Wall Fund, who has recently increased his holdings [8].

Core Viewpoint - The company reported a significant decline in both revenue and net profit for the first half of 2025 compared to the same period in the previous year [1] Financial Performance - The company achieved operating revenue of 5.799 billion yuan, a year-on-year decrease of 42.85% [1] - The net profit for the period was 639 million yuan, reflecting a year-on-year decline of 69.52% [1] - Basic earnings per share were reported at 0.49 yuan [1] - The weighted average return on equity (ROE) stood at 3.79% [1]

Core Points - The company held its 22nd meeting of the 5th Supervisory Board on August 22, 2025, where all three attending supervisors approved the 2025 semi-annual report and its summary, confirming compliance with legal and regulatory requirements [1] - The Supervisory Board also approved the 2025 semi-annual special report on the storage and use of raised funds, affirming that the report accurately reflects the company's fundraising activities and complies with relevant regulations [2] Summary by Sections - **Meeting Details** - The meeting was convened on August 22, 2025, with all three supervisors present, meeting the legal requirements for quorum [1] - **2025 Semi-Annual Report** - The report was approved unanimously, with the Supervisory Board confirming that the preparation and review processes adhered to legal and regulatory standards, and the content accurately reflects the company's situation without any misleading statements [1] - **Special Report on Fund Usage** - The special report on the storage and use of raised funds was also unanimously approved, with the Supervisory Board stating that it accurately reflects the company's fundraising activities and complies with relevant regulations, ensuring no violations of laws or shareholder interests [2]

Core Insights - The company reported a significant decline in revenue and net profit for the first half of 2025, with operating income at 5.799 billion yuan, a year-on-year decrease of 42.85% [1] - Net profit attributable to shareholders was 639 million yuan, down 69.52% year-on-year, while the net profit excluding non-recurring gains and losses was 536 million yuan, reflecting a 74.42% decrease [1] - Basic earnings per share stood at 0.49 yuan [1] Industry Impact - The decline in revenue and profitability is attributed to the cyclical adjustment in the photovoltaic industry, leading to a drop in income and earnings from photovoltaic equipment and materials [1] - Conversely, the semiconductor business has shown continuous growth, benefiting from the ongoing development of the semiconductor industry and the acceleration of domestic production processes [1] - As of June 30, 2025, the company had over 3.7 billion yuan (including tax) in unfulfilled contracts for integrated circuits and compound semiconductor equipment [1]

格隆汇8月22日丨晶盛机电(300316.SZ)公布2025年半年度报告，上半年公司实现营业收入57.99亿元，同 比下降42.85%；归属于上市公司股东的净利润6.39亿元，同比下降69.52%；归属于上市公司股东的扣除 非经常性损益的净利润5.36亿元，同比下降74.42%；基本每股收益0.49元。 ...

浙江晶盛机电股份有限公司 非经营性资金占用及其他关联资金往来情况汇总表 2025 年 1-6 月 编制单位：浙江晶盛机电股份有限公司 单位：人民币万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公 | 上市公司核算 | 2025 年期初 | 2025 半年度往来累计 | 2025 半年度往来资 | 2025 半年度偿还 | 2025 | 年半年度期 | 占用形成 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 司的关联关系 | 的会计科目 | 往来资金余额 | 发生金额（不含利息） | 金的利息（如有） | 累计发生金额 | | 末往来资金余额 | 原因 | | | 控股股东、实际控制人 | | | | | | | | | | | | | 及其附属企业 | | | | | | | | | | | | | 小 计 | | | | | | | | | | | | | 其他关联方及其附属 | | | | | | | | | | | | | 企业 | | | | | | | ...

浙江晶盛机电股份有限公司 2025 年半年度募集资金存放与使用情况专项报告 本公司及董事会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。 根据深圳证券交易所印发的《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》及相关格式指引的规定，经浙江晶盛机电股份 有限公司（以下简称"公司"）第五届董事会第二十二次会议审议通过，公司编制 了《2025 年半年度募集资金存放与使用情况专项报告》如下： 一、募集资金基本情况 1、实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于同意浙江晶盛机电股份有限公司向特定 对象发行股票注册的批复》(证监许可〔2022〕947 号)，并经深圳证券交易所同 意，本公司由主承销商兴业证券股份有限公司采用向特定对象发行的方式，向特 定对象发行人民币普通股（A 股）股票 21,353,383 股，发行价为每股人民币 66.50 元，共计募集资金 142,000.00 万元，已由主承销商兴业证券股份有限公司于 2022 年 7 月 15 日汇入本公司募集资金监管账户。另减除承销保荐费、验资费、律师 费等与发行权益性证券直接 ...

浙江晶盛机电股份有限公司（以下简称"公司"）第五届监事会第二十二次会 议通知于2025年8月15日以电子邮件或电话的方式送达各位监事，会议于2025年8 月22日以现场加通讯表决相结合的方式召开，会议由监事会主席李世伦先生主持， 会议应到监事3人，实到监事3人，会议的召集和召开符合《公司法》《公司章程》 的相关规定。经与会监事审议，通过如下决议： 证券代码：300316 证券简称：晶盛机电 编号：2025-030 浙江晶盛机电股份有限公司 第五届监事会第二十二次会议决议公告 本公司及监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。 一、以 3 票同意，0 票弃权，0 票反对，通过了《2025 年半年度报告及摘要》； 经审核，监事会认为：董事会编制和审核公司《2025年半年度报告》及《2025 年半年度报告摘要》的程序符合法律、行政法规和中国证监会的规定，报告内容 真实、准确、完整地反映了公司的实际情况，不存在任何虚假记载、误导性陈述 或者重大遗漏。 公司《2025年半年度报告》及《2025年半年度报告摘要》详见2025年8月23 日巨潮资讯网（http://www.cn ...

浙江晶盛机电股份有限公司 第五届董事会第二十二次会议决议公告 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。 证券代码：300316 证券简称：晶盛机电 编号：2025-029 浙江晶盛机电股份有限公司（以下简称"公司"）第五届董事会第二十二次会 议通知于2025年8月15日以电子邮件或电话的方式送达各位董事，会议于2025年8 月22日以现场加通讯相结合的方式在浙江省杭州市临平区顺达路500号公司会议 室召开，会议由董事长曹建伟先生主持，会议应到董事9人，实到董事9人，会议 的召集和召开符合《公司法》《公司章程》的相关规定。经与会董事审议，通过 如下决议： 一、以9票同意，0票弃权，0票反对，通过了《2025年半年度报告及摘要》； 公司《2025年半年度报告》及《2025年半年度报告摘要》详见2025年8月23 日巨潮资讯网（http://www.cninfo.com.cn）。 二、以9票同意，0票弃权，0票反对，通过了《2025年半年度募集资金存放 与使用情况专项报告》； 董事会同意公司编制的《2025 年半年度募集资金存放与使用情况专项报告》。 公司《2 ...

Financial Performance - The company reported a revenue of RMB 1.5 billion for the first half of 2025, representing a year-on-year increase of 20%[1] - The company's revenue for the reporting period was ¥5,798,951,104.35, a decrease of 42.85% compared to ¥10,147,215,403.14 in the same period last year[21] - Net profit attributable to shareholders was ¥639,006,300.03, down 69.52% from ¥2,096,329,578.14 year-on-year[21] - Basic earnings per share decreased to ¥0.49, down 69.38% from ¥1.60 in the previous year[21] - The total comprehensive income for the first half of 2025 was CNY 622,247,878.69, down from CNY 2,387,042,913.08 in the first half of 2024, a decrease of approximately 73.9%[189] - The net profit for the first half of 2025 is ¥704,640,653.80, a decrease of 55.4% compared to ¥1,578,894,288.67 in the first half of 2024[191] Operational Efficiency - The gross profit margin improved to 35%, up from 30% in the same period last year[1] - The company aims to enhance operational efficiency by implementing new automation technologies in its production lines[1] - Operating costs decreased by 31.41% to ¥4,385,169,346.21 from ¥6,393,193,335.41, reflecting the decline in sales volume[78] - The production model is based on customer orders, ensuring a stable delivery system and rapid response for new product launches, with a focus on lean production and quality management[56] Research and Development - The company plans to invest RMB 200 million in R&D for new product development in the next fiscal year[1] - Research and development expenses were ¥465,059,034.39, down 23.93% from ¥611,368,268.83, mainly due to reduced material costs[78] - The company has established a comprehensive R&D control system to ensure sustainable innovation, focusing on market demand and technological trends[118] Market Expansion - The company is expanding its market presence in Southeast Asia, targeting a 10% market share by the end of 2026[1] - The company is expanding its international presence, having entered markets in Turkey, Norway, Mexico, and Vietnam, and established a research center in Japan[66] - The company has achieved a leading position in the photovoltaic equipment sector, with its fully automated single crystal silicon growth furnace recognized as a national key new product[63] Strategic Initiatives - A strategic acquisition of a local competitor is expected to be finalized by Q4 2025, enhancing the company's product offerings[1] - The company has made significant breakthroughs in the third-generation semiconductor silicon carbide equipment, establishing a comprehensive solution capability[62] - The company has committed to not engaging in any competitive activities with its subsidiary, Jingsheng Machinery, ensuring compliance with non-competition agreements[132] Financial Management - The net cash flow from operating activities increased by 55.84% to ¥446,844,939.65 from ¥286,731,729.58 in the same period last year[21] - The net cash flow from investing activities was -¥589,200,193.11, a 38.94% improvement from -¥964,877,137.92, mainly due to reduced cash payments for fixed assets and intangible assets[79] - The company has committed 50,000 million of raised funds to bank financial products, with a total of 120,000 million in financial investments[105] Risk Management - Risks identified include market competition and technology development challenges, with mitigation strategies in place[1] - The company is actively managing order fulfillment risks by developing relationships with large, financially stable clients and implementing strict credit management[120] Corporate Governance - The company has improved its corporate governance structure and internal management systems to enhance operational standards and information disclosure quality[129] - There were no changes in the board of directors, supervisors, or senior management during the reporting period[126] - The company has not implemented any stock incentive plans or employee shareholding plans during the reporting period[128] Shareholder Information - The total number of shares outstanding is 1,309,533,797, with 94.05% being unrestricted shares[164] - The total number of shareholders at the end of the reporting period is 68,950[169] - The company has not engaged in any share repurchase activities during the reporting period[163] Compliance and Legal Matters - The semi-annual financial report has not been audited[137] - The company did not experience any bankruptcy reorganization matters during the reporting period[138] - There were no significant litigation or arbitration matters during the reporting period[139]