Core Viewpoint - The article highlights the growth trajectory of Jizhi Technology as a representation of China's manufacturing upgrade, emphasizing its role in breaking foreign monopolies in optical film technology and its resilience against industry cyclicality [3][4]. Company Overview - Jizhi Technology, founded by Zhang Yan, emerged in 2007 when the optical film market was dominated by Japanese and Korean companies. The company started with an investment of 8 million yuan from angel investors [4]. - The company focuses on optical films, essential for LCD panels, and aims to become the best functional film company globally [3][5]. Market Strategy - Initially, Jizhi Technology faced challenges in product development and market acceptance, but after overcoming technical difficulties, it successfully mass-produced optical diffusion films [5]. - The company adopted a pragmatic approach by targeting the domestic market first, leveraging product performance and cost advantages to prepare for entry into international brand systems [5]. Financial Performance - In the first half of 2025, Jizhi Technology reported revenues of 1.074 billion yuan and a net profit of 117 million yuan, with sales of high-end optical films increasing by 20.92% year-on-year [5]. Business Diversification - To mitigate cyclical fluctuations in the display industry, Jizhi Technology implemented a strategy called "one axis, one belt, one core," extending its optical film products into photovoltaic, automotive, and battery sectors [6]. - The company emphasizes the technical similarities between its existing products and those in new markets, such as photovoltaic backplanes and automotive window films [6]. Innovation and Development - Jizhi Technology is focused on enhancing product competitiveness through technological advancements, aiming to develop products that meet market demands and improve efficiency [7][8]. - The company is investing in AI to accelerate product iteration and enhance design capabilities, reflecting a commitment to innovation and quality [8]. Talent and Culture - The company prioritizes talent acquisition and development, implementing incentive programs to align employee growth with company success [8]. - Zhang Yan advocates for a shift in entrepreneurial mindset, emphasizing the need for innovative thinking in navigating complex economic landscapes [8].

证券代码：300566 证券简称：激智科技 公告编号：2025-051 二、本次购买理财产品的基本情况 | 预期年 | 产品类 | 金额 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 购买主体 | 受托方 | 产品名称 | 起息日 | 到期日 | 化收益 | 型 | （万元） | | 率 | | | | | | | | 宁波激智科技股份有限公司 关于使用部分闲置募集资金购买理财产品到期赎回 并继续购买理财产品的进展公告 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。 宁波激智科技股份有限公司（以下简称"公司"）于 2024 年 1 月 26 日召开 第四届董事会第十次会议，审议通过了《关于使用闲置募集资金购买保本理财产 品及追认使用部分闲置募集资金购买保本理财产品的议案》，同意公司及募投项 目实施主体的全资子公司使用闲置募集资金不超过人民币 20,000 万元购买保本 理财产品，在上述额度内，资金可以滚动使用，自公司董事会审议通过之日起两 年内有效。具体内容详见公司于巨潮资讯网披 ...

Core Viewpoint - The company, Jizhi Technology, experienced a decline in stock price and trading volume, indicating potential investor concerns and market volatility [1][2]. Group 1: Stock Performance - On September 3, Jizhi Technology's stock fell by 2.27%, with a trading volume of 130 million yuan [1]. - The financing data showed a net financing outflow of 2.65 million yuan on the same day, with a total financing balance of 327 million yuan, representing 6.69% of the circulating market value [1]. - The company's financing balance is above the 60th percentile level over the past year, indicating a relatively high level of financing activity [1]. Group 2: Shareholder and Financial Data - As of June 30, the number of shareholders decreased by 0.60% to 29,600, while the average number of circulating shares per person increased by 0.60% to 7,701 shares [2]. - For the first half of 2025, Jizhi Technology reported a revenue of 1.074 billion yuan, a year-on-year decrease of 4.02%, and a net profit attributable to shareholders of 117 million yuan, down 6.46% year-on-year [2]. - The company has distributed a total of 194 million yuan in dividends since its A-share listing, with 104 million yuan distributed in the last three years [2]. Group 3: Business Overview - Jizhi Technology, established on March 9, 2007, and listed on November 15, 2016, specializes in the research, production, and sales of optical films and functional film products [1]. - The revenue composition of the company is as follows: 62.81% from the optoelectronic industry, 27.55% from the photovoltaic industry, 7.12% from other industries, and 2.52% from the automotive industry [1].

Financial Performance - The company's total revenue for the first half of 2025 was 1.074 billion yuan, a decrease of 4.02% year-on-year [1] - The net profit attributable to the parent company was 117 million yuan, down 6.46% year-on-year [1] - In Q2 2025, total revenue was 595 million yuan, an increase of 2.39% year-on-year, while net profit for the same period was 57.686 million yuan, a decrease of 23.49% year-on-year [1] Key Financial Metrics - Gross margin was 24.35%, a slight decrease of 0.07% year-on-year, and net margin was 10.77%, down 2.98% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 71.3594 million yuan, accounting for 6.65% of revenue, an increase of 7.27% year-on-year [1] - Earnings per share (EPS) was 0.44 yuan, a decrease of 6.38% year-on-year, while operating cash flow per share was 0.23 yuan, down 50.75% year-on-year [1] Balance Sheet Insights - Accounts receivable increased significantly, with a year-on-year growth of 38.96%, reaching 978 million yuan [1] - Cash and cash equivalents decreased by 28.10% year-on-year to 423 million yuan [1] - The company’s net asset value per share was 7.81 yuan, an increase of 8.35% year-on-year [1] Return on Investment - The company's return on invested capital (ROIC) for the previous year was 7.46%, indicating average capital returns [3] - Historical data shows a median ROIC of 8.16% since the company went public, with the lowest ROIC recorded in 2022 at 3.21% [3] - Analysts expect the company's performance in 2025 to reach 246 million yuan, with an average EPS forecast of 0.93 yuan [3]

Group 1 - The core point of the article is that Jizhi Technology (SZ 300566) held its fifth board meeting on August 25, 2025, to review the special report on the use of raised funds for the first half of 2025 [1] - For the first half of 2025, Jizhi Technology's revenue composition was as follows: 62.81% from the optoelectronics industry, 27.55% from the photovoltaic industry, 7.12% from other industries, and 2.52% from the automotive industry [1] Group 2 - The pet industry is experiencing significant growth, with a market size of 300 billion yuan, leading to a surge in stock prices for related listed companies [1]

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, but it has seen strong demand for high-end composite optical films and growth in high-margin products like DPP, while photovoltaic product demand remains weak [1] Financial Performance - The company achieved operating revenue of 1,073.85 million yuan, a decrease of 4.02% compared to the same period last year [1] - The net profit attributable to the parent company was 116.525 million yuan, down 6.46% year-on-year [1] Product Demand and Market Position - There is strong demand for high-end composite optical films, contributing positively to the company's performance [1] - High-margin products such as DPP have shown good growth [1] - Demand for photovoltaic products, particularly backplanes, is weak; however, the company's photovoltaic gap reflective film has become a standard accessory for photovoltaic modules, being adopted by many leading component manufacturers [1] - The company continues to provide high-power and high-efficiency solutions, indicating a positive product outlook [1]

Core Insights - The company, Jizhi Technology, reported a decrease in revenue and net profit for the first half of the year, indicating potential challenges in its financial performance [1]. Financial Performance - The company's total operating revenue for the first half of the year was 1,073,850,977.85 yuan, representing a year-on-year decrease of 4.02% [1]. - The net profit attributable to shareholders of the listed company was 116,524,966.31 yuan, which reflects a year-on-year decline of 6.46% [1]. Shareholder Changes - Among the top ten circulating shareholders, China Bank Co., Ltd. - Zhaoshang Quantitative Selected Stock Fund has been identified as a new circulating shareholder [1].

宁波激智科技股份有限公司 非经营性资金占用及其他关联资金往来情况 的专项报告 公司负责人（法定代表人）：_________ 主管会计工作负责人：________ 会计机构负责人：________ | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司 | 上市公司核算的 | 年期初占用 2025 | 年半年度占用累计 2025 | 年半年度占用 2025 | 年半年度偿 2025 | 2025 | 年半年度期 | 占用形成 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 的关联关系 | 会计科目 | 资金余额 | 发生金额（不含利息） | 资金的利息(如有) | 还累计发生金额 | | 末占用资金余额 | 原因 | | | 控股股东、实际控制人及其附属企业 | | | | | | | | | | | 非经营性占用 | | | | | | | | | | | | | 非经营性占用 | | 小计 | | | | | | | | | | | | | 前控股股东、实际控制人及其附属 ...

证券代码：300566 证券简称：激智科技 公告编号：2025-050 宁波激智科技股份有限公司 关于对外担保的进展公告 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。 一、担保情况概述 宁波激智科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召开 第四届董事会第十五次会议，审议通过了《关于 2025 年度向银行申请综合授信 额度及提供担保的议案》，本议案已经公司 2024 年度股东大会审议通过。同意 公司及下属公司（合并报表范围内的公司）为自身及对方的银行贷款提供担保， 担保金额上限为 42.1 亿元人民币。授信及担保授权有效期为自该议案经 2024 年 度股东大会审批通过之日起，至公司 2025 年度股东会召开之日止。具体内容详 见公司 2025 年 4 月 22 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于 2025 年度向银行申请综合授信额度及提供担保的公告》（公告编号：2025-015）。 二、担保进展情况 公司因业务发展需要，向中国银行股份有限公司宁波市科技支行申请授信额 度，公司全资子公司宁波江北激智新材 ...

根据中国证券监督管理委员会《上市公司募集资金监管规则》、《深圳证券交易所上市 公司自律监管指引第 2 号——创业板上市公司规范运作》以及《深圳证券交易所创业板上市 公司自律监管指南第 2 号——公告格式》的相关规定，本公司就 2025 年半年度募集资金存 放与使用情况作如下专项报告： 宁波激智科技股份有限公司 2025年半年度募集资金存放与使用情况的专项报告 宁波激智科技股份有限公司 2025年半年度募集资金存放与使用情况的专项报告 截至 2025 年 6 月 30 日，公司募集资金实际使用情况为： | | | 明细 | | 金额（元） | | --- | --- | --- | --- | --- | | 年 月 2024 12 | 31 | 日募集资金余额 | | 165,783,529.34 | | 加：利息收入 | | | | 188,200.34 | | 理财投资收益 | | | | 531,386.82 | | 减：募集资金支出 | | | | 10,072,220.00 | | 银行手续费等 | | | | 162.26 | | 2025 年 6 月 30 | | 日募集资金余额 | | 156 ...