苏州世名科技股份有限公司 2025 年半年度报告全文 苏州世名科技股份有限公司 2025 年半年度报告 2025-034 【2025 年 8 月】 1 除下列董事外，其他董事亲自出席了审议本次半年报的董事会会议 | 未亲自出席董事 | 未亲自出席董事 | 未亲自出席会议 | 被委托人姓名 | | --- | --- | --- | --- | | 姓名 | 职务 | 原因 | | | 陆勇 | 董事长 | 因被实施留置， 无法出席会议 | 吴鹏 | 公司在本报告第三节"管理层讨论与分析"之"十、公司面临的风险和应对 措施"部分，详细描述了公司经营中可能存在的风险及应对措施，敬请投资者 关注相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | P | S | | --- | --- | | 1 | | 苏州世名科技股份有限公司 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、监事会及董事、监事、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。 公司负责人吴鹏、主管会计工作负责人苏卫岗及会计机构负 ...

Group 1 - The core viewpoint of the news indicates that Saiming Technology (300522) experienced a decline in stock price, closing at 13.97 yuan, down 3.05% as of August 14, 2025 [1] - The trading volume was 121,000 hands with a transaction amount of 171 million yuan, and the turnover rate was 4.96% [1] - There was a net outflow of main funds amounting to 32.67 million yuan, accounting for 19.06% of the transaction amount, with significant outflows from large orders [1] Group 2 - For the latest financial performance, Saiming Technology reported total operating revenue of 159 million yuan for Q1 2025, a year-on-year decrease of 6.89% [1] - The net profit attributable to shareholders was 5.44 million yuan, down 67.82% year-on-year, and the non-recurring net profit was 4.53 million yuan, down 70.84% year-on-year [1] - The company has a current ratio of 2.385, a quick ratio of 1.780, and a debt-to-asset ratio of 23.42% [1] Group 3 - Saiming Technology, established in 2001 and located in Suzhou, primarily engages in the manufacturing of chemical raw materials and products [2] - The company has invested in 14 enterprises and participated in 6 bidding projects, holding 55 trademark registrations and 139 patents [2] - Additionally, Saiming Technology possesses 27 administrative licenses [2]

Group 1 - The company is currently focusing on its hydrogenated resin products, which are core materials for high-speed copper-clad laminates [2] - The products are primarily used in copper-clad laminates, and further application in AI servers requires validation through copper-clad laminates, PCBs, and terminal devices [2]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Saiming Technology, indicating a decline in revenue and net profit for the first quarter of 2025 [1] - As of August 12, 2025, Saiming Technology's stock closed at 14.49 yuan, with a slight increase of 0.42% and a trading volume of 211,700 hands, amounting to a transaction value of 303 million yuan [1] - The company experienced a net outflow of main funds amounting to 15.51 million yuan, representing 5.12% of the transaction value, with significant outflows from large orders [1] Group 2 - For the first quarter of 2025, Saiming Technology reported total operating revenue of 159 million yuan, a year-on-year decrease of 6.89%, and a net profit attributable to shareholders of 5.44 million yuan, down 67.82% year-on-year [1] - The company has a current ratio of 2.385, a quick ratio of 1.780, and a debt-to-asset ratio of 23.42%, indicating a relatively stable liquidity position [1] - Saiming Technology has made investments in 14 companies and has participated in 6 bidding projects, along with holding 55 trademark registrations and 139 patents [2]

Group 1 - The stock price of Shiming Technology (300522) closed at 14.26 yuan, down 1.25%, with a turnover rate of 4.42% and a trading volume of 107,700 hands, amounting to 154 million yuan [1] - The latest financial report for Shiming Technology shows total operating revenue of 159 million yuan, a year-on-year decrease of 6.89%, and a net profit attributable to shareholders of 5.44 million yuan, down 67.82% year-on-year [1] - The company has a current ratio of 2.385, a quick ratio of 1.780, and a debt-to-asset ratio of 23.42% [1] Group 2 - Shiming Technology has made investments in 14 companies and participated in 6 bidding projects [2] - The company holds 55 trademark registrations and 139 patents, along with 27 administrative licenses [2]

Core Viewpoint - The recent detention of Lu Yong, the actual controller and chairman of Suzhou Shiming Technology Co., Ltd. (Shiming Technology), has raised concerns about the company's stability, although the company asserts that this incident is unrelated to its operations [2][4]. Company Background - Shiming Technology was established in December 2001 and went public in July 2016, focusing on the research, production, and sales of nano coloring materials, functional nano dispersions, specialty additives, electronic chemicals, and intelligent color adjustment systems [6]. - The company is a leading supplier of nano coloring materials and functional nano dispersions in China, with its products being critical for the performance of TFT-LCD displays [6]. Recent Developments - Lu Yong became the actual controller of Shiming Technology in February 2024 after acquiring a 10.1631% stake from the previous controller, Lü Shiming, at a price of 11.80 yuan per share, totaling approximately 3.87 billion yuan [3][4]. - Following Lu Yong's detention, Shiming Technology's stock price fell by over 10% on July 29, closing at 15.45 yuan per share, a decrease of 7.87% [2]. Financial Performance - In 2024, Shiming Technology reported a revenue of 697 million yuan, a year-on-year increase of 2.30%, and a net profit of 22.62 million yuan, up 25.61% from the previous year [6]. - The company's gross margin was 25.04%, a decrease of 0.92 percentage points year-on-year, while the net margin was 2.57%, slightly up by 0.01 percentage points [6]. Product Segmentation - The company's revenue from coloring agents reached 572 million yuan, accounting for 82% of total revenue, while specialty additives generated 123 million yuan, making up 17.58% [7]. - Shiming Technology has initiated the construction of a pilot line for its photoresist pigment dispersion, which is crucial for the LCD display industry [7]. Strategic Initiatives - On October 17, 2024, Shiming Technology announced a private placement plan to raise up to 310 million yuan, with approximately 230 million yuan allocated for a project to produce 5,000 tons of LCD display photoresist nano pigment dispersion [8]. - The company has also formed a joint venture with TCL Technology Industry Investment Co., Ltd. to enhance its strategic positioning in the display materials sector [8].

Core Viewpoint - Company is currently in the trial production phase of its hydrocarbon resin products and has begun small batch supply to select downstream customers in preparation for large-scale production after project acceptance [1] Group 1 - Company emphasizes the importance of investor relations management and adheres strictly to regulatory rules for information disclosure [1] - Company has provided samples to some downstream customers as part of the trial production process [1] - Company is preparing for large-scale production following project acceptance [1]

信息显示，近日，苏州 世名科技 股份有限公司出资22.5万元成立苏州澄萃 新材料 有限公司，持股 7.5%，所属行业为 批发业 。 资料显示，苏州澄萃新材料有限公司成立于2025年6月6日，法定代表人为赵铁均，注册资本300万人民 币，公司位于苏州市，新型催化材料及助剂销售、 技术服务 、技术开发、技术咨询、技术交流、技术 转让、技术推广、新材料技术研发、专用化学产品销售（不含危险化学品）、工程和技术研究和试验发 展、电子专用材料销售、电子专用材料研发、科技推广和应用服务（除依法须经批准的项目外，凭营业 执照依法自主开展经营活动）。 ...

Core Viewpoint - The article discusses the recent wave of investigations and detentions of executives from various listed companies in China, highlighting the extensive reach of regulatory scrutiny across multiple industries, including agriculture, manufacturing, home retail, information technology, environmental protection, chemicals, military, healthcare, and new energy [2][3]. Group 1: Overview of Detained Executives - As of this year, 18 listed companies have had 19 executives subjected to detention measures by regulatory bodies, primarily targeting founders, actual controllers, and chairpersons [3][4]. - Notable cases include the detention of prominent figures such as the founders of major home retail companies, indicating a significant impact on the industry [3][4]. Group 2: Specific Cases - The recent case of Wang Linpeng, the actual controller and CEO of Juran Smart Home, who was initially detained and later returned to work, only to pass away shortly after, has raised questions about the circumstances surrounding his death [5][6]. - Guo Baichun, chairman of Yayi International, was detained for alleged embezzlement and abuse of power, with his case highlighting the dramatic nature of his return to China after fleeing abroad [8][9]. - Dan Senlin, chairman of Senba Sensor, was detained for a brief period, which is unusual, and his involvement in both sensor and liquor industries has drawn attention [10]. Group 3: Industry Impact - The ongoing investigations have led to significant turmoil within companies, affecting their operations and stock prices, as seen with Meikailong, which has faced substantial losses despite high dividend payouts [12][17]. - The detention of executives from companies like Zhongfu Information, which operates in sensitive sectors related to national security, raises concerns about potential irregularities in their business practices [16]. Group 4: Regulatory Implications - The reasons for detentions include allegations of embezzlement, abuse of power, and serious job-related violations, indicating a pattern of misconduct among high-ranking officials [18]. - The article emphasizes the need for listed companies to adhere to regulatory standards and maintain ethical governance to protect shareholder interests and ensure market integrity [18].

金融界消息 截至2025年7月31日收盘，世名科技（300522）报收于15.12元，上涨0.4%，换手率 10.74%，成交量26.18万手，成交金额4.04亿元。 资金流向方面，今日主力资金净流入1744.90万元，占比成交额4.32%。其中，超大单净流入1114.24万 元、占成交额2.76%，大单净流入630.66万元、占成交额1.56%，中单净流出流出502.84万元、占成交额 1.25%，小单净流出1242.06万元、占成交额3.08%。 世名科技最新一期业绩显示，截至2025一季报，公司营业总收入1.59亿元、同比减少6.89%，归属净利 润544.37万元，同比减少67.82%，扣非净利润452.50万元，同比减少70.84%，流动比率2.385、速动比率 1.780、资产负债率23.42%。 天眼查商业履历信息显示，苏州世名科技股份有限公司，成立于2001年，位于苏州市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本32245.1507万人民币，实缴资本5000万人民币。公司法 定代表人为陆勇。 通过天眼查大数据分析，苏州世名科技股份有限公司共对外投资了14家企业，参与招投标项目 ...