截至5月8日收盘，铜缆高速连接概念上涨3.04%，位居概念板块涨幅第3，板块内，35股上涨，沃尔核 材涨停，神宇股份、兆龙互连、露笑科技等涨幅居前，分别上涨7.55%、6.65%、5.98%。跌幅居前的有 华丰科技、裕太微、意华股份等，分别下跌3.28%、1.21%、0.34%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 成飞概念 | 7.01 | 大豆 | -1.62 | | 大飞机 | 3.06 | PEEK材料 | -1.39 | | 铜缆高速连接 | 3.04 | 转基因 | -1.12 | | 军工信息化 | 2.96 | 玉米 | -1.00 | | 太赫兹 | 2.90 | 氟化工概念 | -0.79 | | 军民融合 | 2.87 | 化肥 | -0.70 | | 航空发动机 | 2.86 | 粮食概念 | -0.62 | | 共享单车 | 2.86 | 环氧丙烷 | -0.60 | | 空气能热泵 | 2.76 | 黄金概念 | -0.52 | | F5G概念 | 2.35 | 金属铅 ...

Group 1 - The A-share copper cable sector is experiencing active trading, with notable stocks such as Wolong Nuclear Materials hitting the daily limit up, while Changfei Optical Fiber and Shenyu Co. have increased by over 6% [1] - Other companies in the sector, including Baosheng Co., Xinke Materials, Dingtong Technology, Ruikeda, and Jingda Co., are also seeing upward movement in their stock prices [1]

Financial Performance - In Q1 2025, the company reported revenue of 174 million yuan and a net profit attributable to shareholders of 12.12 million yuan, with a non-recurring net profit of 12.99 million yuan, reflecting a year-on-year growth of 74.04% [1] - The net cash flow from operating activities reached 80.14 million yuan, up 64.95% year-on-year [1] - For the fiscal year 2024, the company achieved revenue of 877 million yuan, a 16.17% increase year-on-year, and a net profit of 79.54 million yuan, up 57.67% year-on-year [1] Product Development and Market Demand - The company's consumer electronics antenna RF coaxial cables are recognized by major brands such as Lenovo, HP, Dell, Samsung, Huawei, and Xiaomi, with a rising demand due to market recovery in 2024 [2] - The company has developed microwave RF cables with ultra-low temperature phase characteristics for aerospace applications, achieving import substitution and securing bulk purchases from key clients [2] - In the high-end medical device sector, the company has successfully developed low-capacitance cables for ultrasound imaging, gaining recognition in the cardiovascular diagnosis field [3] Automotive and Communication Applications - With the rise of smart driving and vehicle networking technologies, the demand for RF coaxial cables in automotive communication is expected to increase significantly, with the company collaborating with various automotive electronics manufacturers [3] - The company has established a stable high-speed data cable business, achieving breakthroughs in USB4, Thunderbolt4, and optical composite cables, catering to the growing demand in AI server markets [4] - The company aims to maintain its focus on RF coaxial cables while enhancing its strategic initiatives to become a leading brand in the global RF coaxial cable industry [4]

2025年第一季度报告披露的提示性公告 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。 神宇通信科技股份公司2025年第一季度报告全文于2025年4月26日在中国证监 会指定的创业板信息披露网站巨潮资讯网（www.cninfo.com.cn）披露，请投资者注 意查阅！ 特此公告。 神宇通信科技股份公司 董事会 二〇二五年四月二十六日 2025 年第一季度报告披露的提示性公告 证券代码：300563 证券简称：神宇股份 公告编号：2025-026 神宇通信科技股份公司 ...

Core Insights - The company Shenyu Co., Ltd. (300563) reported a revenue of 174 million yuan for the first quarter of 2025, representing a year-on-year decline of 6.21% [1] - The net profit for the same period was 12.1162 million yuan, showing a significant year-on-year decrease of 75.88% [1]

Financial Performance - The company's revenue for Q1 2025 was ¥174,408,922.02, a decrease of 6.21% compared to ¥185,965,612.00 in the same period last year[5] - Net profit attributable to shareholders was ¥12,116,166.22, down 75.88% from ¥50,239,368.19 year-on-year[5] - Operating profit for the quarter was RMB 13,199,544.06, significantly lower than RMB 59,369,707.28 in the same period last year[23] - The company reported a net profit of RMB 13,243,187.06, compared to RMB 59,330,841.43 in the previous year, indicating a substantial decline[23] - The net profit for the current period is CNY 11,957,509.68, a decrease from CNY 50,219,732.14 in the previous period, representing a decline of approximately 76.2%[24] - Total comprehensive income for the current period is CNY 12,139,989.61, down from CNY 50,219,732.14 in the previous period, reflecting a decrease of approximately 75.8%[24] - Basic and diluted earnings per share for the current period are both CNY 0.07, down from CNY 0.28 in the previous period, indicating a decline of 75%[24] Cash Flow - The net cash flow from operating activities increased by 64.95% to ¥80,144,816.10, compared to ¥48,588,704.21 in the previous year[5] - Cash inflow from operating activities totaled CNY 289,247,314.26, compared to CNY 218,573,512.07 in the previous period, an increase of approximately 32.4%[27] - Cash and cash equivalents increased to RMB 334,631,925.97 from RMB 266,195,990.69, marking a growth of approximately 25.6%[20] - Cash outflow from investing activities was CNY 86,835,879.56, compared to CNY 105,633,449.50 in the previous period, a decrease of about 17.8%[27] - The company reported a net cash outflow from financing activities of CNY 170,119.59, compared to a net outflow of CNY 30,009,843.17 in the previous period[27] Assets and Liabilities - Total assets at the end of Q1 2025 were ¥1,355,751,459.28, an increase of 3.16% from the end of the previous year[5] - Total liabilities increased to RMB 281,287,016.84 from RMB 262,828,728.42, representing a rise of about 7.4%[22] - The company's inventory rose to RMB 161,997,579.69 from RMB 147,459,862.84, an increase of about 9.5%[20] - Deferred tax assets increased to RMB 19,600,110.25 from RMB 15,084,533.01, reflecting a growth of approximately 30.3%[21] Shareholder Information - The total number of common shareholders at the end of the reporting period is 40,189[12] - The top 10 shareholders hold a combined 61.68% of the shares, with Ren Fengjuan holding the largest share at 20.38% (36,392,600 shares)[12] - The company has a repurchase account holding 2,904,150 shares, representing 1.63% of the total share capital[13] - The total number of restricted shares at the beginning of the period was 54,689,201, with 32,250 shares released during the period[15] - The actual controller plans to reduce their holdings by up to 1,747,700 shares, which is 0.99% of the total share capital excluding repurchased shares[17] - The largest shareholder, Ren Fengjuan, has 27,294,450 restricted shares, which are subject to a 25% annual release[15] - The company has not disclosed any related party transactions among the top shareholders[12] Investment and Expenses - Research and development expenses rose by 60.40% to ¥6,050,934.65, reflecting increased investment in R&D[10] - The company reported a significant decrease in investment income, with a loss of ¥101,328.36 compared to a profit of ¥50,392,353.55 in the previous year[10] - The company experienced a 409.12% decrease in net cash flow from investing activities, resulting in a net outflow of ¥86,835,879.56[11] - The company reported a 3029.32% decline in fair value changes, with losses of ¥940,900.00 attributed to futures trading[10] Other Information - The company plans to raise up to RMB 500 million through the issuance of convertible bonds, with all proceeds allocated to the "Intelligent Field Data Line Construction Project"[18] - The company did not conduct an audit for the first quarter report[29]

Core Viewpoint - The company, Shenyu Co., Ltd. (300563), successfully acquired a state-owned construction land use right in Jiangyin City for a total price of 22.41 million RMB [1] Group 1: Acquisition Details - The land use right was obtained through a public bidding process held by the Jiangyin City Natural Resources and Planning Bureau [1] - The land parcel, identified as Chengdi 2025-G-C-003, has an area of 66,708 square meters [1] - The designated use for the land is classified as first-class industrial land, with a land use right duration of 50 years [1]

神宇通信科技股份公司 关于公司竞得土地使用权并签署国有建设用地出让合同的公告 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。 根据公司发展战略规划，为满足公司经营需求，神宇通信科技股份公司（以下 简称"公司"）于近日在江阴市自然资源和规划局举办的江阴市国有建设用地使用 权挂牌出让活动中，经公开竞价，以人民币 2,241.00 万元的成交价竞得地块编号为 澄地 2025-G-C-003 号的国有建设用地使用权，并与江阴市自然资源和规划局于 2025 年 4 月 15 日签署了《国有建设用地使用权出让合同》（以下简称"《出让合 同》"）。 关于公司竞得土地使用权并签署国有建设用地出让合同的公告 证券代码：300563 证券简称：神宇股份 公告编号：2025-025 根据《公司章程》、《对外投资管理制度》等制度的有关规定，公司本次土地 使用权竞拍事项在公司总经理审批权限内，无需提交董事会或股东大会审议。本次 土地使用权竞拍事项不构成关联交易，不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 一、《出让合同》主要内容 6、宗地用途：一类工业用地 1 1、出 ...

编号：2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 ■业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 线上参与公司 2024 年度网上业绩说明会的全体投资者 | | 及人员姓名 | | | 时 间 | 年 月 日 2025 4 10 15:00-17:00 | | 地 点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长 任凤娟女士； | | 上市公司接待 | 副董事长兼总经理 汤晓楠女士； | | 人员姓名 | 董事会秘书兼财务总监 顾桂新先生； | | | 独立董事 汪激清先生。 | | | 此次业绩说明会对投资者关心的问题进行了解答，具体如下： | | | 1.公司 2024 年营业收入同比增长 16.17%，请问这一增长主要得益于哪 | | | 些产品或业务板块？这些增长点在未来是否具有可持续性？ | | | 答:您好，2024 年营业收入同比增长主要得益于公司射频同轴电缆业务 ...

Group 1 - Company Shenyu Co., Ltd. plans to issue convertible bonds to unspecified investors, aiming to raise up to RMB 50 million for smart data line construction projects [1][3] - The total investment for the smart data line construction project is RMB 50.426 billion, with the entire amount raised from the bond issuance allocated to this project [3][4] - The convertible bonds will be issued at par value, with a face value of RMB 100 each and a maturity of six years from the issuance date [3][4] Group 2 - The bondholders will have the option to convert their bonds into A-shares starting six months after the issuance, with conversion rights allowing them to become shareholders [4] - The issuance will prioritize existing shareholders, who can choose to waive their preemptive rights, with the remaining bonds offered to institutional investors [4][8] - The company reported a revenue of RMB 877.1 million for 2024, a year-on-year increase of 16.17%, and a net profit attributable to shareholders of RMB 79.54 million, up 57.67% [5][6] Group 3 - The net cash flow from operating activities for the company reached RMB 94.29 million, a significant increase compared to the previous year's negative cash flow [6] - The company’s total assets as of the end of 2024 were RMB 1.314 billion, reflecting a 2.33% increase from the previous year [6] - The actual controllers of the company plan to reduce their shareholdings by up to 1.75 million shares, which is 0.99% of the total share capital, without affecting the company's control [7]