Core Viewpoint - Aisike (300521.SZ) has achieved stable mass production of its 512 nozzles, which can meet the demand for the company's 3D sand mold printing equipment as of the end of June [1] - The 1024 nozzles have completed validation and have entered small batch production, but have not yet been sold externally [1] Summary by Category - **Production Status** - The company has successfully achieved stable mass production of 512 nozzles [1] - The 1024 nozzles are in small batch production after validation [1] - **Sales and Market Readiness** - The 512 nozzles are ready to meet the demand for 3D sand mold printing equipment [1] - The 1024 nozzles have not been sold externally yet [1]

Group 1 - The company has stable mass production of the 512 nozzles, which can meet the demand for its 3D sand mold printing equipment as of the end of June [2] - The 1024 nozzles have completed verification and have entered small batch production, but have not yet been sold externally [2]

Group 1 - The company received government subsidies for the development of key components for inkjet printing equipment [2] - The piezoelectric inkjet printheads can be applied in 3D sand mold printing, and theoretically in high-precision industries such as circuit boards, displays, and pharmaceuticals [2]

Core Viewpoint - Aisike's stock has shown significant growth this year, with a 39.85% increase, despite a decline in revenue and net profit in the first half of 2025 [1][2]. Group 1: Stock Performance - On October 22, Aisike's stock rose by 2.03%, reaching 28.60 CNY per share, with a trading volume of 41.09 million CNY and a turnover rate of 0.97%, resulting in a total market capitalization of 4.267 billion CNY [1]. - Year-to-date, Aisike's stock price has increased by 39.85%, with a 4.88% rise over the last five trading days, 6.80% over the last twenty days, and 12.64% over the last sixty days [1]. Group 2: Financial Performance - As of June 30, Aisike had 11,500 shareholders, an increase of 21.97% from the previous period, while the average number of circulating shares per person decreased by 18.01% to 12,558 shares [2]. - For the first half of 2025, Aisike reported operating revenue of 76.0983 million CNY, a year-on-year decrease of 5.34%, and a net profit attributable to shareholders of -13.2351 million CNY, representing a year-on-year decline of 172.67% [2]. Group 3: Company Overview - Aisike Technology Co., Ltd. is located at 745 Dongfeng East Road, Yuexiu District, Guangzhou, Guangdong Province, and was established on December 18, 2006, with its IPO on July 5, 2016 [1]. - The company's main business involves the research and development, production, sales, and service solutions for industrial printing products, with 100% of its revenue coming from specialized equipment manufacturing [1].

Group 1 - The company Aisike has received a project task book from the Ministry of Industry and Information Technology for the development of key components for inkjet printing equipment in printed displays [2] - The project will provide a total funding subsidy of 4 million yuan, which will be disbursed in batches according to the project's progress [2]

Core Points - Aisikai (300521) announced the results of the first vesting period for its 2024 restricted stock incentive plan, with 3 individuals receiving shares [1] - A total of 545,000 shares will be vested, which will have no restrictions on sale and will be tradable starting from October 23, 2025 [1]

Core Viewpoint - Aisike (300521.SZ) has received a project task book from the Ministry of Industry and Information Technology for the "Key Component Development of Inkjet Printing Equipment for Printed Displays" project, which includes a government subsidy of 4 million yuan [1] Financial Impact - The subsidy of 4 million yuan will be disbursed in batches according to the project's progress [1] - This subsidy is related to revenue and represents 131.78% of the company's audited net profit attributable to shareholders for the most recent fiscal year [1]

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]