Group 1 - The board meeting of Shenzhen Jintuo Automation Equipment Co., Ltd. was held on August 8, 2025, with all seven directors present, confirming compliance with legal and regulatory requirements [1][2] - The board unanimously approved the 2025 semi-annual report, affirming that it accurately reflects the company's operational status without any false statements or omissions [2] - The audit committee reviewed the semi-annual report prior to the board meeting, with all three members expressing agreement [2]

Core Viewpoint - Shenzhen Jintuo Automation Equipment Co., Ltd. has convened its sixth board meeting to review and approve the 2025 semi-annual report and its summary, ensuring transparency for investors [1] Group 1 - The board meeting took place on August 8, 2025, and the resolutions included the approval of the semi-annual report [1] - The semi-annual report and its summary were disclosed on August 12, 2025, on the designated information disclosure website [1] - The company emphasizes the accuracy and completeness of the announcement, assuring no false records or misleading statements [1]

Summary of Key Points Core Viewpoint - The company has reported various financial transactions involving non-operating and operating fund occupations and interactions with related parties, highlighting significant amounts in accounts receivable and other receivables, which may indicate liquidity management issues and potential financial risks [1][2]. Group 1: Non-Operating Fund Occupation - The total non-operating fund occupation as of June 30, 2025, is not specified, but it includes amounts from controlling shareholders and their subsidiaries [1]. - There are no reported amounts for the previous controlling shareholders or other related parties in the non-operating fund occupation section [1]. Group 2: Operating Fund Occupation - The company has recorded operating fund interactions with its subsidiaries, specifically with Shenzhen Jintong Investment Co., Ltd., amounting to 2,400.00 thousand in other receivables, with a balance of 1,785.00 thousand as of June 30, 2025 [1]. - Other operating fund interactions include accounts receivable from Shenzhen Silikang Technology Co., Ltd., totaling 431.92 thousand, with a balance of 165.43 thousand, indicating sales-related transactions [1]. - Additional operating transactions involve receivables from other related parties, including amounts for utility fees and sales, with varying balances [1]. Group 3: Non-Operating Fund Transactions - Non-operating fund transactions include a significant amount of 320.46 thousand related to equity transfer payments from Shenzhen Dexin Commercial Management Co., Ltd., with a balance of 647.46 thousand [1]. - Other non-operating transactions involve amounts from former directors, indicating potential conflicts of interest or financial dependencies [1][2]. Group 4: Total Financial Overview - The total amount of accounts receivable and other receivables reported is 3,499.56 thousand, with a total balance of 2,516.66 thousand as of June 30, 2025 [2]. - The financial management team is led by the legal representative Zhu Xi and the accounting manager Xu Yang, indicating a stable management structure [2].

Core Viewpoint - Jintuo Co., Ltd. reported a significant increase in both revenue and net profit for the first half of 2025, indicating strong financial performance and growth potential [2] Financial Performance - The company's revenue for the first half of 2025 was approximately 369 million yuan, representing a year-on-year increase of 12.44% [2] - The net profit attributable to shareholders was around 53.35 million yuan, showing a year-on-year increase of 49.01% [2] - Basic earnings per share reached 0.22 yuan, which is a 46.67% increase compared to the previous year [2]

证券代码：300400 证券简称：劲拓股份 公告编号：2025-038 深圳市劲拓自动化设备股份有限公司 第六届董事会第四次会议决议公告 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、误导性陈述或者重大遗漏。 董事会审计委员会对本议案进行了事前审议，3 名委员均对本议案发表了同 意意见。 本议案具体内容详见与本公告同日披露于巨潮资讯网上的《2025 年半年度 1 报告》及《2025 年半年度报告摘要》等相关公告。 表决情况：7 票同意；0 票反对；0 票弃权。 一、董事会会议召开情况 深圳市劲拓自动化设备股份有限公司（以下简称"公司"）第六届董事会第四 次会议于 2025 年 8 月 8 日下午 15:30 以现场表决和通讯表决相结合的方式在深 圳市宝安区石岩街道水田社区祝龙田北路 8 号劲拓高新技术中心（劲拓光电产业 园）研发中心 15 楼第一会议室召开。会议通知已于 2025 年 7 月 29 日以通讯方 式送达全体董事和高级管理人员。本次会议由董事长吴思远（Wu Siyuan）先生 主持，应出席董事 7 名，实际出席董事 7 名，其中丁盛军先生、余盛丽女士、何 鹏先生、周路明 ...

证券代码：300400 证券简称：劲拓股份 公告编号：2025-039 深圳市劲拓自动化设备股份有限公司 董事会 2025 年 8 月 12 日 深圳市劲拓自动化设备股份有限公司 1 2025 年半年度报告披露的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市劲拓自动化设备股份有限公司（以下简称"公司"）2025 年 8 月 8 日 召开第六届董事会第四次会议，审议通过了《关于<2025 年半年度报告>及摘要 的议案》。为使投资者全面了解公司的经营情况，公司《2025 年半年度报告》及 《2025 年半年度报告摘要》于 2025 年 8 月 12 日在符合条件的信息披露网站巨 潮资讯网（www.cninfo.com.cn）上披露，敬请投资者注意查阅。 特此公告。 ...

| 深圳市思立康技术 | | 本公司原董事、原高 管徐德勇控制的公 | 其他应收款 | 110.51 | 11.58 | | 93.90 | 28.19 | 水电费 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 有限公司 | | | | | | | | | | 经营性往来 | | | | 司 | | | | | | | | | | 苏州加贺智能设备 | | 本公司原董事毛一 静近亲属控制的公 | 应收账款 | 76.44 | 367.65 | | 315.42 | 128.67 | 销售款 | 经营性往来 | | 有限公司 | | 司 | | | | | | | | | | 深圳市德芯商业管 | | 本公司原董事、原高 管徐德勇控制的公 | 其他应收款 | 320.46 | 327.00 | | | 647.46 股权转让款 | | 非经营性往来 | | 理有限公司 | | | | | | | | | | | | | | 司 | | | | | | | | | | 徐德勇 | | 过去 12 个月内曾任 公司 ...

深圳市劲拓自动化设备股份有限公司 2025 年半年度报告全文 深圳市劲拓自动化设备股份有限公司 Shenzhen JT Automation Equipment Co., Ltd. 2025 年半年度报告 （全文） 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、完整，不存在虚 假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人朱玺、主管会计工作负责人徐洋及会计机构负责人(会计主管人员)徐洋声明： 保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及未来计划或规划等前瞻性陈述的，均不构成公司对投资者的实质承诺，投 资者及相关人士均应对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异， 敬请投资者注意投资风险。 2025 年 8 月 1 深圳市劲拓自动化设备股份有限公司 2025 年半年度报告全文 （一）本期公司业绩情况及变动原因，详见本报告"第三节 三、主营业务分析 1.概述"。 （二）本公司请投资者认真阅读本报告全文。公司在本报告"第三节 十、公司面临的风 险和应对措施"部分 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking the first coverage of the stock [2][9]. Core Insights - The company has shown impressive performance in Q1 2025, with revenue reaching 155 million yuan, a year-on-year increase of 21%, and a net profit of 25 million yuan, up 137% year-on-year, indicating a clear turning point in profitability [5]. - The company is positioned to benefit from the ongoing AI industry wave, with a strong competitive edge in the PCBA segment, leading to anticipated growth in orders and market share [6][7]. - The company has a robust technology reserve, actively developing new technologies such as AI intelligent board optimization, which is expected to enhance its market position as demand for PCBA increases [6][7]. Financial Performance - The company’s electronic assembly revenue in 2022 was approximately 660 million yuan, corresponding to a global market share of about 30% in the PCB and semiconductor reflow oven market, which was valued at around 2.3 billion yuan [7]. - Forecasted net profits for 2025, 2026, and 2027 are 154 million yuan, 261 million yuan, and 321 million yuan respectively, with corresponding price-to-earnings ratios of 32, 19, and 15 times [8][9]. Revenue Projections - The company’s projected revenue for 2025 is 915 million yuan, reflecting a growth rate of 25.6%, with further increases expected in subsequent years [11].

Core Insights - The automation equipment sector experienced a 0.72% increase on August 5, with Dongjie Intelligent leading the gains at 20.01% [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance Summary - Dongjie Intelligent (300486) closed at 20.39, with a rise of 20.01% and a trading volume of 1.3342 million shares, totaling a transaction value of 264.3 million yuan [1] - Jintuo Co. (300400) saw an increase of 8.16%, closing at 21.34 with a transaction value of 856 million yuan [1] - Aeston (002747) rose by 7.00%, closing at 23.24 with a transaction value of 1.703 billion yuan [1] - Other notable performers included Haojiang Intelligent (301320) up 6.80% and Kaierda (688255) up 5.93% [1] Fund Flow Analysis - The automation equipment sector experienced a net outflow of 427 million yuan from institutional investors, while retail investors saw a net inflow of 89.09 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors increased their positions [2][3] Individual Stock Fund Flow - Huagong Technology (000988) had a net inflow of 268 million yuan from institutional investors, representing 13.96% of its trading volume [3] - Aeston (002747) also saw significant institutional interest with a net inflow of 201 million yuan, accounting for 11.82% of its trading volume [3] - Other stocks like Dazhu Laser (002008) and Delong Laser (688170) showed varied fund flows, indicating differing levels of investor confidence [3]