上海市广发律师事务所 关于神宇通信科技股份公司 2023 年限制性股票激励计划 调整授予价格、首次授予部分第二个归属期以及预留部分第 一个归属期归属条件成就及部分限制性股票作废事项的 法律意见 上海市广发律师事务所 关于神宇通信科技股份公司 2023 年限制性股票激励计划 调整授予价格、首次授予部分第二个归属期以及预留部分第一个归属 期归属条件成就及部分限制性股票作废事项的法律意见 致：神宇通信科技股份公司 上海市广发律师事务所（以下简称"本所"）接受神宇通信科技股份公司（以 下简称"公司"）的委托，作为其实行 2023 年限制性股票激励计划事项（以下 简称"本激励计划""本次股权激励计划"）的专项法律顾问，就本激励计划调 整授予价格（以下简称"本次调整"）、首次授予部分第二个归属期以及预留部 分第一个归属期归属条件成就（以下简称"本次归属"）及部分限制性股票作废 （以下简称"本次作废"）事项，根据《中华人民共和国证券法》（以下简称"《证 券法》"）、《中华人民共和国公司法》（以下简称"《公司法》"）、中国证 券监督管理委员会（以下简称"中国证监会"）颁布的《上市公司股权激励管理 办法》（以下简称"《管理办法 ...

Core Insights - The communication cable industry in China is experiencing steady growth driven by the increasing demand for 5G networks, gigabit optical networks, and the development of the "dual-gigabit" network [1][12] - The market size of China's communication cable industry is projected to grow from 794.8 billion yuan in 2018 to 1200 billion yuan by 2025, with a compound annual growth rate (CAGR) of 5% [1][13] Industry Overview - Communication cables are essential for transmitting telecommunication signals and are categorized into various types based on their structure and application [4] - The industry is supported by government policies aimed at promoting the development of communication cables, including initiatives for advanced technology applications [4][5] Market Demand - As of October 2025, the total number of fixed internet broadband users in China is expected to reach 697 million, with a net increase of 27.01 million users from 2024 [1] - The number of mobile IoT terminal users is projected to reach 2.89 billion, reflecting a net increase of 23.4 million users from 2024 [1] Industry Growth Factors - The exponential growth in data traffic due to the increasing number of internet users and the proliferation of mobile internet is driving the demand for communication infrastructure and cables [1] - The large-scale commercialization of 5G technology requires a vast amount of communication cables to support dense base station construction and extensive network deployment [1] Application Areas - The traditional communication sector remains dominant, accounting for 58.5% of total revenue, while high-speed communication devices are expected to capture 14.8% of the market by 2024 [10] - Emerging applications in smart manufacturing, smart cities, and the Internet of Things (IoT) are expanding the use of communication cables in diverse scenarios [1][10] Industry Structure - The communication cable industry features a competitive landscape with a mix of leading national enterprises and numerous small to medium-sized companies focusing on niche markets [13] - Key players in the industry include companies like Walden Materials, Wanma Co., Hengtong Optic-electric, and Tongding Interconnection Information [2][13] Future Trends - The industry is expected to evolve towards higher speeds, integration of functionalities, and sustainability, with a focus on developing multi-functional cables that can handle data transmission, power supply, and sensing [15][16][18] - The shift towards green practices will involve the use of eco-friendly materials and the establishment of efficient recycling systems throughout the cable lifecycle [18]

Core Viewpoint - Shen Yu Communication Technology Co., Ltd. has experienced a stock price decline of 1.03% as of December 31, with a current share price of 36.63 yuan and a total market capitalization of 6.573 billion yuan [1] Company Overview - Shen Yu Communication Technology Co., Ltd. was established on August 6, 2003, and went public on November 14, 2016. The company specializes in the research, production, and sales of radio frequency coaxial cables [1] - The revenue composition of the company is as follows: coaxial cables account for 81.83%, other products for 9.78%, and gold wire products for 8.39% [1] Shareholder Information - The top circulating shareholder of Shen Yu is a fund under Yongying Fund, which increased its holdings in the Golden Stock ETF (517520) by 556,000 shares in the third quarter, holding a total of 1.2324 million shares, representing 0.99% of the circulating shares [2] - The Golden Stock ETF (517520) was established on October 24, 2023, with a current size of 11.669 billion yuan. It has achieved a year-to-date return of 91.97%, ranking 58 out of 4189 in its category [2] Fund Performance - The fund manager of the Golden Stock ETF (517520) is Liu Tingyu, who has been in the position for 2 years and 141 days. The fund's total asset size is 21.354 billion yuan, with the best return during his tenure being 104.58% and the worst being -1.68% [3][5] - The Yongying CSI Hong Kong and Shanghai Gold Industry Stock ETF (020411) is another fund that holds Shen Yu shares, with 100 shares held as the second-largest position. This fund was established on February 1, 2024, with a current size of 634 million yuan and a year-to-date return of 84.82%, ranking 116 out of 4189 [4]

Group 1 - The "Shenyu Convertible Bond" was listed today on December 30 [1]

股票简称：神宇股份 股票代码：300563 公告编号：2025-078 神宇通信科技股份公司 （Shenyu Communication Technology Inc.） （江苏省江阴市长山大道 22 号） 向不特定对象发行可转换公司债券 上市公告书 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） 公告日期：2025 年 12 月 第一节 重要声明与提示 神宇通信科技股份公司（以下简称"神宇股份"、"发行人"、"公司"或"本 公司"）全体董事和高级管理人员保证上市公告书的真实性、准确性、完整性， 承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的 法律责任。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》（以下简称"《证券法》"）等有关法律、法规的规定，本公司董事、高级 管理人员已依法履行诚信和勤勉尽责的义务和责任。 中国证券监督管理委员会（以下简称"中国证监会"）、深圳证券交易所（以 下简称"深交所"）、其他政府机关对本公司可转换公司债券上市及有关事项的意 见，均不表明对本公司的任何保证。 本公司提醒广 ...

Group 1 - The company, Shenyu Co., announced the issuance of convertible bonds named "Shenyu Convertible Bonds" with a total issuance amount of 500 million yuan [1] - The bond code for the issuance is 123262, and the total number of bonds issued is 5 million [1] - The bonds will be listed on the Shenzhen Stock Exchange, with the listing date set for December 30, 2025 [1]

上市保荐书 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发行可转换公司债券 并在创业板上市之上市保荐书 深圳证券交易所： 作为神宇通信科技股份公司（以下简称"发行人"、"公司"）向不特定对象 发行可转换公司债券并在创业板上市的保荐人，华泰联合证券有限责任公司及其 保荐代表人已根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民 共和国证券法》（以下简称《证券法》）等法律法规和中国证券监督管理委员会（以 下简称中国证监会）及贵所的有关规定，诚实守信，勤勉尽责，严格按照依法制 定的业务规则和行业自律规范出具上市保荐书，并保证所出具文件真实、准确、 完整。 现将有关情况报告如下： 一、发行人基本情况 （一）发行人概况 发行人名称：神宇通信科技股份公司 注册地址：江苏省无锡市江阴市长山大道 22 号 注册时间：2003 年 8 月 6 日 联系方式：0510-86279909 （二）发行人的主营业务 公司是专业从事同轴电缆的研发、生产和销售的高新技术企业，致力于打造 成国内一流、国际知名的同轴电缆行业的领先企业。自创立以来，公司始终专注 于同轴电缆制造本业，高度重视经营质量，紧跟行业发展的 ...

上海市广发律师事务所 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 在深圳证券交易所上市的 法律意见 电话：021-58358013|传真：021-58358012 网址：http://www.gffirm.com|电子信箱：gf@gffirm.com 办公地址：上海市浦东新区南泉北路 429 号泰康保险大厦 26 楼|邮政编码：200120 上海市广发律师事务所 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 在深圳证券交易所上市的法律意见 致：神宇通信科技股份公司 上海市广发律师事务所（以下简称"本所"）接受神宇通信科技股份公司（以 下简称"发行人"或"公司"）的委托，作为公司向不特定对象发行可转换公司 债券（以下简称"本次发行"）并在深圳证券交易所（以下简称"深交所"）上市 （以下简称"本次上市"）的专项法律顾问。根据《中华人民共和国公司法》（以 下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）及《上 市公司证券发行注册管理办法》（以下简称"《管理办法》"）、《可转换公司债券管 理办法》（以下简称"《可转债管理办法》"）、《深圳证券交易所创业板股票上市规 ...

Group 1 - The company has successfully developed a series of RF coaxial cables suitable for aerospace applications [2] - The products can be applied in satellite communication, radar systems, and navigation systems [2]

Core Viewpoint - The company, Shenyu Co., Ltd. (300563.SZ), is actively engaged in the aerospace sector, producing microwave RF coaxial cables that are widely used in aviation and aerospace applications [1] Group 1: Company Collaboration - The company has established partnerships with multiple key clients in the aerospace industry [1] Group 2: Product Offering - The main product highlighted is the stable microwave RF coaxial cable, which is essential for various applications in the aerospace field [1]