2025 年半年度分红派息实施公告 2、本次权益分派实施后除权除息价格计算时，按公司总股本（含回购股份）折 算的每10股现金分红（含税）=实际现金分红总额/总股本*10=7,061,055.04元 /179,430,526股*10股=0.393525元(保留六位小数，最后一位直接截取，不四舍五入)。 本次权益分派实施后的除权除息价格参考价=权益分派股权登记日收盘价-按公司总 股本折算的每股现金红利=除权除息日前一日收盘价-0.0393525元。 一、股东大会审议通过利润分配方案的情况 证券代码：300563 证券简称：神宇股份 公告编号：2025-056 神宇通信科技股份公司 2025年半年度分红派息实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、神宇通信科技股份公司（以下简称"公司"）回购专用证券账户中的股份 2,904,150 股不参与本次权益分派。本次权益分派将以公司现有总股本 179,430,526 股剔除回购专用证券账户中的 2,904,150 股后的 176,526,376 股为基数，向全体股 东按每 10 股派发现金股利 ...

Group 1 - Wolong Materials reached the daily limit increase, indicating strong market interest and potential investor confidence [1] - Jinxin Technology previously hit a 20% limit increase, suggesting positive market sentiment towards the company [1] - Other companies such as Huafeng Technology, Changxin Bochuang, Zhaolong Huilian, and Shenyu Co., Ltd. also experienced upward movement, reflecting a broader trend in the sector [1]

Group 1 - The core viewpoint of the news is that Shen Yu Communication Technology Co., Ltd. has seen a stock price increase of 5.03%, reaching 40.53 CNY per share, with a trading volume of 272 million CNY and a turnover rate of 5.55%, resulting in a total market capitalization of 7.272 billion CNY [1] - Shen Yu's main business involves the research, development, production, and sales of radio frequency coaxial cables, with the revenue composition being 81.83% from coaxial cables, 9.78% from other supplementary products, and 8.39% from gold wire products [1] Group 2 - Among the top circulating shareholders of Shen Yu, a fund under Yongying Fund ranks as a significant shareholder, while the Gold Stock ETF (517520) entered the top ten circulating shareholders in the second quarter, holding 676,400 shares, which accounts for 0.54% of the circulating shares [2] - The Gold Stock ETF (517520) has a recent scale of 4.75 billion CNY and has achieved a year-to-date return of 74.85%, ranking 41 out of 4222 in its category, with a one-year return of 82.25%, ranking 675 out of 3798 [2] - The fund manager of the Gold Stock ETF is Liu Tingyu, who has a total fund asset scale of 9.046 billion CNY and has delivered a best fund return of 86.28% during his tenure of 2 years and 30 days [2]

Group 1 - The core viewpoint is that copper cable high-speed connection concept stocks are experiencing a significant rise, with specific companies reaching their daily price limit [1] Group 2 - Woer Group has hit the daily price limit, indicating strong market interest and investor confidence [1] - Jinxin Technology previously reached a price limit increase of 20%, showcasing its robust performance in the market [1] - Other companies such as Huafeng Technology, Zhaolong Interconnect, and Shenyu Co., Ltd. are also seeing upward movement in their stock prices, reflecting a broader trend in the industry [1]

Core Viewpoint - The company Shenyu Co., Ltd. (300563.SZ) clarified that its products are primarily used for receiving and transmitting radio frequency signals and do not involve superconducting-related products [1] Group 1 - Shenyu Co., Ltd. confirmed its product focus on radio frequency signal technology [1] - The company does not engage in the production of superconducting-related products [1]

Group 1 - The company, Shenyu Co., Ltd. (300563.SZ), confirmed that it does not have direct business dealings with Nvidia [1] - An investor inquired about the company's business proportion related to Nvidia, indicating interest in potential collaborations or revenue impacts [1] - The response from the company suggests that there is no current partnership or revenue stream linked to Nvidia [1]

Core Viewpoint - The company clarified that its products are primarily used for receiving and transmitting radio frequency signals and do not involve superconducting materials [1][2]. Group 1 - The company responded to an investor inquiry regarding whether its products are classified as superconducting materials [2]. - The company's product focus is on radio frequency signal applications, indicating a specific market niche [1].

Core Viewpoint - The company has provided a detailed response to the Shenzhen Stock Exchange regarding its application for issuing convertible bonds, covering aspects such as performance fluctuations, business operations, and fundraising projects, which is significant for investors to understand the company's operational status and future development plans [1] Performance Fluctuations and Gross Margin Changes - The company's operating revenue for the reporting period was 768.36 million, 755.01 million, 877.10 million, and 174.41 million (for January to March 2025), with net profit attributable to shareholders (excluding non-recurring gains and losses) of 38.27 million, 45.06 million, 38.12 million, and 12.99 million (for January to March 2025) [2] - The gross margin of the main business shows an upward trend, recorded at 14.55%, 16.87%, 16.76%, and 19.52% [2] - Performance fluctuations are influenced by factors such as changes in downstream market demand, business structure adjustments, stock incentive costs, and sales promotion efforts [2] - The company has increased its focus on data communication and automotive communication sectors, leading to revenue growth in related products, while the consumer electronics market is expected to recover from 2024 to 2025, boosting coaxial cable sales [2] - Compared to peers, the company has differences in operating revenue product structure, with coaxial cable sales trends aligning with some competitors, and gross margins fluctuating within a reasonable range [2] Business Development Status - The gold wire drawing business aims to meet the needs of the chip industry and operates independently from the coaxial cable business, with revenue initially rising and then declining, leading to a reduction in business scale in the first half of 2025 [3] - The plastic business serves as a raw material for coaxial cables, with a small scale and revenue affected by demand and price fluctuations [3] - The electrolytic copper business was initiated in 2023 to gain insights into copper price fluctuations, aiding production decisions, and operates independently from the coaxial cable business [3] Fundraising Project Planning - The company plans to raise no more than 500 million for the construction of a data cable project, specifically the first phase of an annual production capacity of 400,000 kilometers of high-speed data cables [4] - The fundraising project will upgrade products such as automotive data cables and computing power data cables, significantly enhancing performance metrics [4] - Upon completion, the project will achieve an annual production capacity of 272,500 kilometers for smart field data cables, with a post-tax internal rate of return of 12.58% and a payback period of 8.44 years [4] - The company has a high existing capacity utilization rate, and the fundraising project is expected to alleviate capacity bottlenecks and meet market demand [4] - Strong market demand growth in automotive communication and data communication sectors, along with established partnerships with well-known manufacturers, indicates a low risk of capacity digestion for the fundraising project [4]

Company Overview - Shenyu Communication Technology Co., Ltd. is located at No. 22 Changshan Avenue, Jiangyin City, Jiangsu Province, established on August 6, 2003, and listed on November 14, 2016 [1] - The company's main business involves the research, production, and sales of RF coaxial cables, with revenue composition as follows: RF coaxial cables 67.25%, gold wire drawing (gold evaporation particles) 25.86%, modified plastics and others 6.88% [1] Financial Performance - As of June 30, 2025, Shenyu achieved operating revenue of 396 million yuan, a year-on-year increase of 0.46%, while net profit attributable to shareholders decreased by 41.54% to 33.44 million yuan [2] - The company has distributed a total of 178 million yuan in dividends since its A-share listing, with 98.63 million yuan distributed over the past three years [3] Stock Performance - On September 9, the stock price of Shenyu fell by 2.01% to 39.49 yuan per share, with a trading volume of 108 million yuan and a turnover rate of 2.17%, resulting in a total market capitalization of 7.086 billion yuan [1] - Year-to-date, the stock price has decreased by 28.15%, with a decline of 4.57% over the last five trading days and a slight increase of 6.18% over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 9.73% to 44,100, with an average of 2,814 circulating shares per person, a decrease of 8.71% [2] - Among the top ten circulating shareholders, the Golden Stock ETF (517520) is the third-largest shareholder with 676,400 shares, marking a new entry, while Hong Kong Central Clearing Limited has exited the top ten [3] Industry Context - Shenyu belongs to the communication equipment sector, specifically in the communication cables and accessories sub-industry, and is associated with concepts such as drones, aerospace military, Beidou navigation, commercial aerospace, and specialized new [1]

关于神宇通信科技股份公司 向不特定对象发行可转换公司债券并在 创业板上市之 发行保荐书 保荐人（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 发行可转换公司债券并在创业板上市之 发行保荐书 神宇通信科技股份公司（以下简称"发行人"、"神宇股份"）申请向不特定 对象发行可转换公司债券并在创业板上市，依据《公司法》《证券法》《上市公司 证券发行注册管理办法》（以下简称《再融资注册办法》）等相关的法律、法规的 有关规定，提交发行申请文件。华泰联合证券有限责任公司(以下简称"华泰联 合证券"、"保荐人")作为其本次发行的保荐人，吕复星和李骏作为具体负责推 荐的保荐代表人，特为其出具本发行保荐书。 保荐人华泰联合证券、保荐代表人吕复星和李骏承诺：本保荐人和保荐代表 人根据《公司法》《证券法》等有关法律、法规和中国证监会、深圳证券交易所 的有关规定，诚实守信、勤勉尽责，严格按照依法制定的业务规则、行业执业规 范和道德准则出具本发行保荐书，并保证所出具文件的真实性、准确性和完整性。 3-1-1 发行保荐书 华泰联合证券有限责任公司 关于神宇通信科技股份公司向不特定对象 | 目录 ...