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]

Core Viewpoint - Zhengye Technology (300410.SZ) has received overseas orders for its PCB inspection automation equipment, indicating a positive development in its international business expansion [1] Group 1 - The company has announced on its investor interaction platform that it has secured overseas orders for its PCB inspection automation equipment [1]

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]

Group 1 - The controlling shareholder of Zhengye Technology is engaged in a transaction with Suqian Chulian at a price of 11.32 yuan per share [2] - On June 27, 2025, the company disclosed a plan to issue shares to specific objects (controlling shareholder) [2] - Investors are advised to pay attention to subsequent announcements related to this transaction [2]

Group 1 - The company currently produces and sells X-RAY detection equipment primarily used for non-destructive testing of internal defects in lithium batteries [2] - The company does not have specific detection equipment related to TGV through-hole testing for the glass substrate industry at this time [2]

Core Viewpoint - Zhengye Technology (300410.SZ) has stated on its interactive platform that Apple has not purchased X-ray inspection equipment from the company [1] Group 1 - Zhengye Technology confirmed that there is no procurement of X-ray inspection equipment by Apple [1]

Market Performance - The ChiNext Index rose by 6.55%, closing at 2958.18 points, with a total trading volume of 676.08 billion yuan, a decrease of 40.23 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 1337 stocks closed higher, with 42 stocks rising over 10%, including Jin Yinhe, Tianhua New Energy, and Xian Dao Intelligent, which hit the daily limit [1] - The average turnover rate for the ChiNext today was 4.64%, with 35 stocks having a turnover rate exceeding 20% [1] High Turnover Stocks - In the high turnover stocks, 34 stocks increased in price, with Hengbo Co., Ltd., Sudavige, and Haoen Electric rising by 20.00%, 19.99%, and 16.86% respectively [2] - The electric power equipment sector had the most stocks with a turnover rate exceeding 20%, totaling 15 stocks, followed by the machinery and electronics sectors with 4 and 3 stocks respectively [2] Institutional Activity - Five high turnover ChiNext stocks appeared on the Dragon and Tiger list, with institutional participation noted in several stocks [3] - Su Davi Ge saw a net institutional buy of 37.97 million yuan, while Haoen Electric had a net buy of 9.57 million yuan from two institutional seats [3] - The stocks with the highest net buying from brokerage firms were Su Davi Ge, Shouhang New Energy, and Haoen Electric, with net buying amounts of 54.03 million yuan, 25.12 million yuan, and 24.94 million yuan respectively [3] Capital Flow - Among the high turnover stocks, 25 stocks experienced net inflows of main funds, with the highest inflows seen in Nandu Power, Sudavige, and Hanwei Technology, amounting to 370 million yuan, 335 million yuan, and 188 million yuan respectively [4] - The stocks with the largest net outflows included Yian Technology, Shangneng Electric, and Zhengye Technology, with outflows of 164 million yuan, 103 million yuan, and 59.95 million yuan respectively [4]

Market Overview - As of September 4, the Shanghai Composite Index closed at 3765.88 points, with a decline of 1.25%. The Shenzhen Component Index closed at 12118.70 points, down 2.83%, and the ChiNext Index closed at 2776.25 points, decreasing by 4.25% [1] Trading Activity - A total of 2131 stocks saw an increase in average transaction volume, with 40 stocks experiencing a rise of over 50% in average transaction volume. Conversely, 2426 stocks reported a decrease in average transaction volume [1] - Notable stocks with significant increases in average transaction volume include Aishida (爱仕达) with a 207.02% increase, Huijia Times (汇嘉时代) with 184.35%, and Victory Precision (胜利精密) with 158.81% [1] Active Stocks - The stocks with the highest increase in transaction volume and transaction count include: - Spring兴精工 with a transaction count increase of 2190.85% - Hanzhong Precision (汉钟精机) with a transaction count increase of 827.07% - Lushan New Materials (鹿山新材) with a transaction count increase of 476.62% [1] Notable Performers - The following stocks showed significant daily gains: - Aishida (爱仕达) increased by 10.03% - Huijia Times (汇嘉时代) rose by 10.05% - Victory Precision (胜利精密) gained 10.09% [1] - Other notable performers include: - Strait Environmental (海峡环保) with a 10.08% increase - An彩高科 with a 9.92% increase [1] Additional Trading Insights - The average transaction volume and transaction count for several stocks also showed substantial increases, indicating heightened trading activity. For example, Tianchuang Fashion (天创时尚) had a transaction count increase of 204.19% [1][2]