证券日报网讯正业科技（300410）9月26日在互动平台回答投资者提问时表示，截至9月20日，公司股东 户数为42273户。 ...

Core Viewpoint - Guangdong Zhengye Technology Co., Ltd. held a performance briefing on September 19, 2025, addressing investor concerns regarding performance, dividends, and business cooperation [1] Summary by Relevant Categories Revenue Expectations - The company indicated that it is currently unable to provide specific revenue forecasts for the full year or the third quarter of 2025, pending the release of the quarterly and annual reports [1] Dividend Situation - The company stated that it has not distributed dividends for the past 5-6 years due to negative retained earnings, making it impossible to implement dividends at this time [1] Business Cooperation - The company did not confirm whether its 12-inch wafer defect detection equipment has passed mass production testing with SMIC, and stated that it currently does not have a partnership with Shenzhen South Circuit [1] Stock Price and Performance - The company acknowledged that its stock price is below the cost of its state-owned major shareholder and performance expectations, attributing this to multiple factors in the secondary market. It aims to align market value with intrinsic value through performance improvement and governance optimization [1] Main Business Progress - In the first half of 2025, the company achieved revenue of 376.52 million yuan, a year-on-year increase of 7.71%. The revenue breakdown includes: - Flat panel display module automation business: 107.82 million yuan, up 88.19% - X-ray detection automation business: 83.71 million yuan, up 83.36% - High-end new materials business: 113.24 million yuan, up 6.81% [1] Shareholder Information - As of September 10, 2025, the number of shareholders was reported at 47,505, with no updated information available as of September 19 [1] Debt Management - The company is addressing debt issues by cleaning up loss-making enterprises and idle assets, promoting business development, and increasing efforts to collect accounts receivable. The debt-to-asset ratio decreased from 85.85% at the end of 2024 to 84.54% as of June 30, 2025. Additionally, the company plans to issue shares to its controlling shareholder to raise funds and reduce the debt-to-asset ratio [1] Business Layout - The company primarily provides products and services for industries such as lithium batteries, PCB, and flat panel displays, while actively expanding into new fields like semiconductors, although the scale of semiconductor business remains small. Future focus will be on "industrial inspection intelligent equipment," enhancing technology, consolidating industry position, and exploring opportunities in emerging fields [1]

Financial Performance - The company achieved a revenue of 376.52 million yuan in the first half of 2025, representing a year-on-year growth of 7.71% [2][3] - The net profit attributable to shareholders for the same period was 16.25 million yuan, showing a significant increase of 121.61% compared to the previous year [3] - Revenue from the flat panel display automation business reached 107.82 million yuan, up 88.19% year-on-year [2] - Revenue from X-ray detection automation business was 83.71 million yuan, reflecting a growth of 83.36% [2] - Revenue from high-end materials business was 113.24 million yuan, with a year-on-year increase of 6.81% [2] Debt Management - The company's asset-liability ratio decreased from 85.85% at the end of 2024 to 84.54% as of June 30, 2025 [4] - Measures taken to address high debt levels include optimizing asset structure by clearing loss-making enterprises and idle assets [4] - The company plans to issue shares to the controlling shareholder to raise funds, which could effectively reduce the asset-liability ratio and enhance debt repayment capability [4] Business Development - The company is actively expanding into the semiconductor and electronic manufacturing sectors, although current business scale in these areas is still small [5] - Focus remains on providing industrial inspection, automation, and intelligent manufacturing solutions primarily for lithium battery, PCB, and flat panel display industries [5] - The company aims to enhance its risk resistance through technological extension and diversified layout in emerging markets [5] Shareholder Concerns - The company has not distributed dividends for 5-6 years due to negative retained earnings [2] - As of September 10, 2025, the number of shareholders was reported at 47,505 [3] - The company acknowledges the volatility of stock prices influenced by multiple factors and emphasizes ongoing efforts to align market value with intrinsic value [2]

Group 1 - The core point of the article is that Zhengye Technology (300410) announced on September 18 that its controlling shareholder, Jingdezhen Hesheng Industrial Investment Development Co., Ltd., implemented a shareholding increase plan between December 10, 2021, and June 9, 2022, with an average purchase price of 12.86 yuan per share [1]

Core Viewpoint - The company, Zhengye Technology, is focused on providing industrial testing, automation, and intelligent manufacturing solutions primarily for industries such as lithium batteries, PCB, and flat panel displays, while also making efforts to expand into new sectors like semiconductors and electronic manufacturing [1] Group 1 - The company manufactures products and services for industrial testing, automation, and intelligent manufacturing [1] - The current business scale in the semiconductor sector is still small as the company is in the process of expanding into this area [1] - The company is actively working to broaden its market reach into new industry fields [1]

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，广东正业科技股份有限公司（ 以下简 称"公司"）将参加由中国证券监督管理委员会广东监管局和广东上市公司协会 联合举办的"向新提质 价值领航——2025年广东辖区投资者集体接待日暨辖区 上市公司中报业绩说明会"，现将相关事项公告如下： 证券代码：300410 证券简称：正业科技 公告编号：2025-064 广东正业科技股份有限公司 关于参加 2025 年广东辖区投资者网上集体接待日活动的公 告 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），活动时间为2025年9月19日（周五）15:30-17:00。 届时公司高管将在线就2025年半年度业绩、公司治理、发展战略、经营状况 等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 广东正业科技股份有限公司董事会 2025 年 9 月 16 日 ...

Group 1 - The core point of the article is that Zhengye Technology (300410.SZ) clarified on its investor interaction platform that Apple and Huawei are not direct customers of the company [1] Group 2 - The statement indicates a potential limitation in the company's customer base, which may affect its market perception and investment attractiveness [1] - This clarification could lead to a reassessment of the company's business relationships and revenue sources by investors [1] - The information may influence the stock performance of Zhengye Technology, as investor sentiment could shift based on the understanding of its client portfolio [1]

格隆汇9月15日丨正业科技(300410.SZ)在投资者互动平台表示，公司的PCB检测自动化设备有海外订 单。 ...

Company Overview - Zhengye Technology, established on November 14, 1997, and listed on December 31, 2014, is located in Dongguan, Guangdong Province. The company specializes in the R&D, production, and sales of precision processing and testing automation equipment for PCBs, as well as automation assembly and testing equipment for LCD modules [1][2]. Financial Performance - For the first half of 2025, Zhengye Technology achieved operating revenue of 377 million yuan, representing a year-on-year growth of 7.71%. The net profit attributable to the parent company was 16.25 million yuan, showing a significant year-on-year increase of 121.61% [2]. - Since its A-share listing, Zhengye Technology has distributed a total of 126 million yuan in dividends, with no dividends paid in the last three years [3]. Stock Performance - As of September 15, Zhengye Technology's stock price increased by 2.05% to 10.47 yuan per share, with a trading volume of 1.22 billion yuan and a turnover rate of 3.23%. The total market capitalization reached 3.844 billion yuan [1]. - Year-to-date, the stock price has risen by 94.61%, with a recent decline of 4.38% over the last five trading days. Over the past 20 days, the stock has increased by 18.04%, and over the last 60 days, it has risen by 42.26% [1]. Shareholder Information - As of September 10, the number of shareholders of Zhengye Technology was 47,500, an increase of 52.56% from the previous period. The average number of tradable shares per person decreased by 34.45% to 7,725 shares [2]. Industry Classification - Zhengye Technology is classified under the electrical equipment industry, specifically in battery and lithium battery specialized equipment. The company is associated with concepts such as solid-state batteries, CATL concepts, lithium batteries, energy storage, and photovoltaic glass [2].

Group 1 - The core viewpoint is that Zhengye Technology does not manufacture PCBs but provides industrial automation testing equipment to PCB manufacturers [2] - Zhengye Technology has a strong technical accumulation and customer resources in the PCB field, establishing long-term stable partnerships with well-known industry clients such as Pengding Holdings, TTM, Jianding Technology, Jingwang Electronics, and Shenzhen South Circuit [2] - The company has built a strong market position and brand influence in the PCB industry through innovative technology, excellent product performance, high-quality service, and rapid market response capabilities [2]