证券代码：300521 证券简称：爱司凯 公告编号：2025-037 爱司凯科技股份有限公司 关于 2024 年限制性股票激励计划预留授予部分第一个 归属期归属结果暨股份上市的公告 本公司及董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。 重要内容提示： 1、本次归属股票数量：54.50 万股； 2、本次归属人数：3 人； 3、本次归属股票上市流通安排：本次归属的限制性股票无限售安排，股票上 市后即可流通，上市流通日为 2025 年 10 月 23 日。 爱司凯科技股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日分别召 开第五届董事会第四次会议和第五届监事会第四次会议，审议通过《关于 2024 年限制性股票激励计划预留授予部分第一个归属期归属条件成就的议案》，截至 本公告披露之日，公司已在中国证券登记结算有限责任公司深圳分公司办理完成 2024 年限制性股票激励计划预留授予限制性股票第一个归属期的归属登记工作， 现将相关事项公告如下： 一、股权激励计划实施情况概要 （一）公司限制性股票激励计划简述 公司《2024 年限制性股票激励计划（草案）》（以下简 ...

证券代码：300521 证券简称：爱司凯 公告编号：2025-036 爱司凯科技股份有限公司 关于公司获得政府补助的公告 本公司及董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、获得补助的基本情况 爱司凯科技股份有限公司（以下简称"公司"）于近日收到工业和信息化部产业发展 促进中心下发的"印刷显示喷墨打印装备关键零部件开发"项目的《项目任务书》，根据 《项目任务书》中的经费补助安排，公司将在前述项目中拟获得总额为 400 万元的经费补 助，该补助将根据项目进度分批拨付。 2.补助的确认和计量 公司将按照《企业会计准则第 16 号——政府补助》等有关规定进行相应的会计处理。 3.补助对上市公司的影响 根据现有资料，上述补助预计不会影响公司 2025 年度损益，公司将按项目进度及补 助拨付情况在后续年度分期确认。 4.风险提示和其他说明 上述政府补助未经审计，将视项目进程分批拨付，公司将根据相关规则履行相应信息 披露义务。该项目补贴具体的会计处理以及对公司相关财务数据的影响最终以会计师事务 所年度审计确认后的结果为准。 根据现有资料，该项目补助系与收益相关的政府补助， ...

Core Insights - Thermal CTP plates are becoming the mainstream choice in the printing industry due to their efficiency and environmental benefits, gradually replacing traditional PS plates [1][10] - The market for thermal CTP plates in China is projected to grow from 2.79 billion yuan in 2015 to 4.176 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.58% [1][11] - The demand for thermal CTP plates is driven by advancements in printing technology and increasing environmental regulations globally [1][10] Industry Overview - CTP plates are used in computer direct plate-making technology, with thermal CTP plates being the most mature and stable type available [2] - The thermal CTP plate industry is characterized by a robust supply chain, including raw materials like aluminum and photosensitive materials, manufacturing processes, and diverse application fields [7][8] Market Dynamics - The production volume of thermal CTP plates in China is expected to increase from 25.95 million square meters in 2016 to 30.87 million square meters in 2024, with a CAGR of 2.19% [10] - The demand for thermal CTP plates is anticipated to rise from 18.86 million square meters in 2016 to 23.45 million square meters in 2024, with a CAGR of 2.76% [10] Application Segments - The primary application areas for thermal CTP plates include commercial printing (43.52%), packaging printing (24.38%), and book printing (15.04%), collectively accounting for over 80% of the market [8] Competitive Landscape - The thermal CTP plate market in China features a diverse competitive landscape with both international players like Kodak and Fujifilm, and domestic companies such as Aisike, Huitong, and Chengde Tiancai [11] - Aisike Technology Co., Ltd. is a notable player, focusing on industrial printing products and achieving significant sales in high-end CTP machines [11][12] Future Trends - The industry is expected to move towards higher efficiency, with a focus on automation and integration in the production process [14] - Environmental sustainability will drive the development of thermal CTP plates, emphasizing the use of green materials and clean processes [14] - Digital integration will enhance the workflow in printing, making thermal CTP plates a key component in smart manufacturing [15]

Market Performance - The specialized equipment sector increased by 0.93% on October 9, with Lingge Technology leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Top Gainers in Specialized Equipment Sector - Lingge Technology (code: 920284) closed at 39.41, up 29.98%, with a trading volume of 176,300 shares and a transaction value of 663 million [1] - Zhongya Co., Ltd. (code: 300512) closed at 9.49, up 19.97%, with a trading volume of 290,700 shares and a transaction value of 264 million [1] - Changhong Technology (code: 300151) closed at 14.47, up 11.65%, with a trading volume of 444,200 shares and a transaction value of 632 million [1] Sector Fund Flow - The specialized equipment sector experienced a net outflow of 493 million from institutional investors, while retail investors saw a net inflow of 139 million [2] - Speculative funds had a net inflow of 354 million into the sector [2] Individual Stock Fund Flow - Zhongjian Technology (code: 002779) had a net inflow of 127 million from institutional investors, while it faced a net outflow of 41.48 million from speculative funds [3] - Dongfang Precision (code: 002611) saw a net inflow of 124 million from institutional investors, with a slight outflow from speculative funds [3] - Jin Cai Huli (code: 002530) had a net inflow of 98.88 million from institutional investors, while speculative funds experienced a net outflow [3]

Core Viewpoint - Aisi Kai has entered into a strategic cooperation framework agreement with Fujian Quanzhou Aiding Intelligent Technology Co., Ltd. to collaborate on a 3D printing metal shoe mold project in the Quanzhou region, with plans for capital increase and share acquisition [2] Group 1: Strategic Cooperation - The strategic cooperation framework agreement was signed on December 5, 2024, focusing on the 3D printing metal shoe mold project [2] - The company plans to invest RMB 10 million to subscribe for an increase in registered capital of Aiding Intelligent, acquiring a 25% equity stake post-capital increase [2] Group 2: Capital Increase and Share Transfer - On September 30, 2025, the company, along with other investors, will sign an agreement regarding the equity transfer and capital increase for Aiding Intelligent [2] - The total capital increase for Aiding Intelligent will amount to RMB 30 million, with existing shareholder Ding Feiying transferring her stake prior to the capital increase [2]

Core Viewpoint - The company has signed a strategic cooperation framework agreement with Fujian Quanzhou Aiding Intelligent Technology Co., Ltd., planning to invest 10 million yuan to acquire a 25% stake in Aiding Intelligent, which will increase its registered capital to 40 million yuan [1] Group 1 - The investment aims to expand the company's product industry layout and accelerate future strategic development [1] - Aiding Intelligent specializes in 3D metal-related products, and the collaboration will focus on deep cooperation in the 3D printed metal shoe mold project [1] - This investment is expected to cultivate new industrial channels and profit growth points for the company [1]

二、战略合作进展概述 证券代码：300521 证券简称：爱司凯 公告编号：2025-035 爱司凯科技股份有限公司 关于公司签订战略合作框架协议书的进展公告 本公司及董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、战略合作概况 爱司凯科技股份有限公司（以下简称"公司"或"爱司凯"）与福建泉州爱丁智能 科技有限公司（以下简称"爱丁智能"）就福建泉州地区3D打印金属鞋模项目开展合作 相关事宜达成战略合作框架协议，于2024年12月5日签订《战略合作框架协议书》，具体 内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的《关于与福建泉州爱丁智能科 技有限公司签订<战略合作框架协议书>的公告》（公告编号：2024-056）。 2025年9月30日，公司、其他投资方罗浚豪与爱丁智能及其现有股东丁斯楠、丁菲滢、 王艳宏、丁康明、刘巍签订了《关于福建泉州爱丁智能科技有限公司之股权转让及增资 协议》（以下简称《协议》），公司拟通过增资入股的方式，以自有资金人民币1,000万 元认购爱丁智能新增注册资本1,000万元（以下简称"本次增资"）。本次增资完成后， 公司持 ...

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on the export of process industrial equipment and humanoid robots [1]. Core Insights - The petrochemical industry is expected to become a major source of global oil demand growth, benefiting from China's mature industrial chain and related equipment. Despite challenges such as energy transition and geopolitical risks, global oil demand is projected to grow by 2.5 million barrels per day from 2024 to 2030, reaching 105.5 million barrels per day [6]. - The humanoid robot sector is highlighted for three key reasons: new technology directions focusing on cost reduction and lightweight designs, the importance of application scenarios, and the division of the robot market into two main segments: equipment and data/visualization [6]. - The report suggests that monetary and fiscal policies are being strengthened, which may lead to a new recovery cycle in the equipment industry. Key companies to watch include Huichuan Technology, Xinjie Electric, and Weichuang Electric in the industrial control sector, and various companies in the robotics and machine tool sectors [6]. Summary by Sections Industry Overview - The mechanical industry consists of 632 listed companies with a total market capitalization of approximately 6,323.2 billion yuan and a circulating market value of about 5,266.4 billion yuan [3]. Company Earnings Forecasts and Valuations - Key companies and their projected earnings per share (EPS) and price-to-earnings (PE) ratios for 2025E to 2027E are as follows: - Huichuan Technology: EPS of 2.12 yuan in 2025E, PE of 38.60 [2]. - Flantak: EPS of 0.60 yuan in 2025E, PE of 18.12 [2]. - Xinjie Electric: EPS of 1.83 yuan in 2025E, PE of 34.64 [2]. - Oke Yi: EPS of 0.71 yuan in 2025E, PE of 32.04 [2]. - Lanjian Intelligent: EPS of 1.50 yuan in 2025E, PE of 25.98 [2]. Market Performance - The mechanical sector has shown a 1.5% increase in the past week, while the overall market performance of the Shanghai Composite Index was -1.3% [10][15]. - Among sub-sectors, boiler equipment had the highest increase at 12.3%, while shipbuilding had the lowest at -4.0% [11]. Investment Recommendations - The report emphasizes the importance of focusing on companies in various sectors, including industrial control, robotics, machine tools, and testing industries, suggesting a broad range of investment opportunities [6][21].

Core Viewpoint - Aisike Technology Co., Ltd. participated in an investor interaction event on September 19, 2025, discussing business development and product layout with investors [1] Group 1: Business Development and Product Layout - The company has no major merger and acquisition projects disclosed during the reporting period, but will disclose any future plans according to information disclosure rules [2] - The company's CTP products, especially the high-end 256-channel series, maintain technological and market advantages in the domestic market [2] - The company has mastered core technologies in sand-type 3D printing, with multiple products like S1800, T1812, and BTHS2515 already in mass production and sales [2] Group 2: 3D Printing Technology Applications and New Project Layout - The 3D sand-type series printing equipment developed by the company has entered production-level use in domestic enterprises, mainly applied in the casting field [2] - The company is actively expanding the application range of 3D printing and is developing 3D metal printing and ceramic powder printing businesses [2] Group 3: Profit Growth Points for the Second Half of the Year - The company is continuously researching and developing new products while maintaining stable sales and production of existing products [2] - The self-developed S1800 model 3D sand-type printing equipment is suitable for small and medium-sized casting enterprises, and has entered mass production [2] - The BTHS2515 model has been officially sold, aimed at future automation layouts compatible with smart factories and Industry 4.0 demands [2] Group 4: Progress on 3D Metal Printing Heads - The company has completed testing and optimization of various modules of the multi-laser metal printing head and has entered the pilot production stage [2] - The product is suitable for industries such as 3C digital and shoe molds [2] Group 5: Order Situation - The company stated that the order situation for the second half of the year will depend on market demand and product competitiveness, and it is currently unable to provide an accurate forecast [2] Group 6: Core Components - The 3D laser metal printing head consists of a laser, a galvanometer, and a dynamic focusing system, with the company's self-developed multi-laser metal printing head being 100% domestically produced [2]

Group 1: Company Overview and Market Position - Aisikai Technology Co., Ltd. has not disclosed any major acquisition projects during the reporting period, focusing on maintaining its market advantage in high-end CTP products, particularly the 256-channel series [1] - The company has mastered core technology in sand-type 3D printing, with multiple products like S1800, T1812, and BTHS2515 achieving mass production and sales [1] Group 2: Product Development and Applications - The 3D sand-type printing equipment developed by the company is already in production-level use in domestic enterprises, primarily serving the casting industry [2] - The multi-laser printing head products are suitable for applications requiring high production efficiency and cost-effectiveness, such as in the 3C digital and shoe mold industries [2] - The company is actively expanding its 3D printing applications, including 3D metal printing and ceramic powder printing, aiming to cover a broader sales market [2] Group 3: Profit Growth and Future Plans - The company plans to maintain stable production of existing products while continuously developing new ones, with the S1800 model aimed at small and medium-sized foundries [3] - The BTHS2515 model is designed for future automation in factories, aligning with Industry 4.0 requirements [3] - The company is accelerating the development of MEMS technology print heads and specialized print heads for various industries, including medical and electronics [3] Group 4: Market Size and Product Launch Timeline - The multi-laser metal printing head has completed testing and is currently in the pilot production stage, with applications in metal shoe mold printing [4] - The company aims to capture a significant market share in the domestic market for 3D metal printing technology, which is expected to grow substantially [4] - The company will disclose its operational status for the second half of the year in future periodic reports, focusing on promoting high-end CTP equipment and the industrial application of 3D printing technology [5]