证券代码：300689 证券简称：澄天伟业 公告编号：2025-039 深圳市澄天伟业科技股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流工作，深圳市澄天伟业科技股份有限公司 （以下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深 圳上市公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上 市公司集体接待日"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14：30-17：00。届 时公司高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股 权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大 投资者踊跃参与！ 特此公告。 深圳市澄天伟业科技股份有限公司董事会 2025 年 11 月 14 日 关于参加 2025 年度深圳辖区上市公司 集体接待日活动 ...

Core Viewpoint - The stock of Cheng Tian Wei Ye has experienced a decline of 2.02% on November 12, with a current price of 51.90 CNY per share, despite a year-to-date increase of 103.37% [1] Financial Performance - For the period from January to September 2025, Cheng Tian Wei Ye achieved a revenue of 310 million CNY, representing a year-on-year growth of 24.48%. The net profit attributable to shareholders reached 12.42 million CNY, showing a significant increase of 2925.45% [2] Stock Market Activity - The stock has seen a net outflow of 3.07 million CNY from main funds, with large orders showing a buy of 7.43 million CNY and a sell of 7.36 million CNY, indicating active trading [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on August 7 [1] Company Overview - Cheng Tian Wei Ye Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on August 1, 2006. It was listed on August 9, 2017. The company specializes in the production, sales, and services of smart cards and dedicated chips [1] - The main business revenue composition includes smart card products (66.12%), other (supplementary) products (15.45%), semiconductor products (13.77%), leasing business (2.55%), and comprehensive card-making services (2.11%) [1] Shareholder Information - As of September 30, the number of shareholders for Cheng Tian Wei Ye is 10,100, an increase of 24.74% from the previous period. The average number of circulating shares per person is 9,973, a decrease of 19.83% [2] Dividend Information - Since its A-share listing, Cheng Tian Wei Ye has distributed a total of 46.30 million CNY in dividends, with 8.25 million CNY distributed over the last three years [3]

Core Viewpoint - The stock of Cheng Tian Wei Ye has experienced fluctuations, with a year-to-date increase of 113.52%, but a recent decline in the last 60 days by 12.34% [1][2]. Company Overview - Cheng Tian Wei Ye Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on August 1, 2006, with its IPO on August 9, 2017 [1]. - The company specializes in the production, sales, and services of smart cards and dedicated chips, with revenue composition as follows: smart card products 66.12%, others 15.45%, semiconductor products 13.77%, leasing business 2.55%, and comprehensive card-making services 2.11% [1]. Financial Performance - For the period from January to September 2025, Cheng Tian Wei Ye achieved a revenue of 310 million yuan, representing a year-on-year growth of 24.48%, and a net profit attributable to shareholders of 12.42 million yuan, reflecting a significant increase of 2925.45% [2]. - The company has distributed a total of 46.30 million yuan in dividends since its A-share listing, with 8.25 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 7, the stock price was 54.49 yuan per share, with a trading volume of 1.03 billion yuan and a turnover rate of 1.83%, resulting in a total market capitalization of 6.299 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on August 7 [1]. Shareholder Information - As of September 30, the number of shareholders increased to 10,100, a rise of 24.74%, while the average circulating shares per person decreased by 19.83% to 9,973 shares [2]. Industry Classification - Cheng Tian Wei Ye is classified under the Shenwan industry as part of the communication sector, specifically in communication equipment, terminal, and accessories [2]. - The company is associated with several concept sectors, including small-cap, 5G, liquid cooling, specialized and innovative, and overseas expansion concepts [2].

Core Viewpoint - The semiconductor packaging materials industry is experiencing steady growth driven by the rapid expansion of downstream power electronics applications, particularly in photovoltaic inverters, energy storage systems, and the three electric systems of new energy vehicles [1] Industry Summary - The current growth in the semiconductor packaging materials sector is primarily attributed to the increasing demands for high-frequency, high-voltage, and high-temperature performance in power devices [1] - The acceleration of artificial intelligence data center (AIDC) infrastructure is significantly increasing the demand for high-efficiency power conversion devices in the power supply and energy storage segments, which will serve as a new growth driver for the semiconductor packaging materials industry [1] Company Summary - The company has established a multi-dimensional competitive advantage in the semiconductor packaging materials field, including vertical integration manufacturing capabilities from materials to structural components [1] - The company specializes in the development of high thermal conductivity and high reliability packaging material systems, evolving from a single packaging material supplier to a comprehensive service provider offering "packaging materials + thermal management structural components + liquid cooling module system solutions" [1] - The company provides full-process support for clients, including material selection, thermal simulation design, process validation, and system assembly [1]

Core Viewpoint - The company has announced the development of MLCP technology, which integrates traditional packaging heat dissipation structures with liquid cooling channels to enhance cooling efficiency and reduce thermal resistance [1] Group 1: Technology Overview - MLCP is a cold plate technology that features micron-level channels within packaging materials, allowing coolant to be positioned closer to chip heat sources [1] - The integrated design of MLCP eliminates the need for traditional external cold plate models, enabling direct structural coupling with high-power and multi-chip modules [1] Group 2: Company Capabilities - The company possesses strong expertise in high thermal conductivity metal packaging materials, precision etching, and electroplating processes, which align well with the MLCP technology route [1] Group 3: Market Strategy - The company is actively advancing the sample testing and production line preparation for MLCP, with samples already delivered to key customers [1] - Future production capacity planning will be strictly based on market feedback and customer orders, aiming to seize opportunities in high heat flux density areas such as AI servers and power modules [1]

Group 1 - The core viewpoint of the article is that Chengtian Weiye announced its semiconductor business products, which include packaging materials and specialized chip products [2] - The main products of the semiconductor business include carrier tapes, lead frames, and copper heat sink substrates, which are essential for semiconductor packaging applications [2] - The products primarily cater to packaging applications for MOSFET, SiC, and IGBT power modules [2]

Core Viewpoint - The company, Cheng Tian Wei Ye, announced a joint investment with superX to establish a joint venture focused on the global AIDC cabinet liquid cooling product market, aiming to enhance overseas sales channels [2] Group 1: Joint Venture and Strategy - The joint venture will integrate various advantages to jointly explore the global market for AIDC cabinet liquid cooling products [2] - The focus will be on designing customized cabinet-level liquid cooling solutions, with profit retention expected [2] - Liquid cooling component orders will be handled through an ODM model by the company's controlling subsidiary, promoting internal business synergy [2] Group 2: Financial and Ownership Structure - The company will invest through its wholly-owned subsidiary, Hong Kong Cheng Tian, using its own funds to hold a 25% stake in the joint venture [2] - This initiative is anticipated to accelerate the scaling of the company's liquid cooling products in overseas markets [2]

Core Insights - The company, Cheng Tian Wei Ye, is one of the earliest entrants in the smart card industry in China, establishing a comprehensive end-to-end process that includes chip application R&D, module packaging, smart card development, production, sales, and terminal application development [1] - The company has achieved a breakthrough in one-stop delivery capability in the smart card sector, enhancing product consistency and delivery efficiency, which strengthens technical barriers and customer loyalty, creating a differentiated competitive advantage and higher value-added space [1] - Cheng Tian Wei Ye has established long-term stable partnerships with international leading smart card system manufacturers such as THALES and IDEMIA, with over 60% of its products exported, making it one of the first smart card companies in China to achieve a global layout [1] - The company's communication smart card products have formed a certain sales scale in the global market, with the smart card business accounting for approximately 60%-70% of total revenue [1] - It is expected that the revenue scale of the smart card business will remain relatively stable, while the proportion of this business in total revenue will gradually decrease as the company expands its semiconductor and thermal management businesses [1]

Core Insights - The company has identified a significant opportunity in the liquid cooling business driven by the accelerated investment in AIDC infrastructure, as traditional air cooling technologies are insufficient for high-performance computing and high-power modules [1] Group 1: Liquid Cooling Business Development - The company is leveraging its expertise in high thermal conductivity metal materials and core processes such as etching, plating, and brazing to enter the liquid cooling management sector, transitioning from packaging materials to cooling structural components and ultimately to system-level liquid cooling solutions [1] - The company has achieved a comprehensive layout of its liquid cooling product line, expanding from core components like liquid cooling plates to secondary system-level solutions, including cold plates, corrugated pipes, and distributors, with the capability to provide customized integrated liquid cooling solutions based on client needs [1] Group 2: Market Expansion and Client Engagement - The company is currently in an active market development phase for its liquid cooling business, accelerating the mass production process for core clients, targeting major domestic server manufacturers, AI computing platform builders, and certain foreign brands' ODM/integrators in China [1] - The liquid cooling plate products provided to domestic manufacturers are in the sample testing phase due to the adoption of new technological processes, which have a relatively long verification cycle, with a particular Taiwanese enterprise's sample validation expected to achieve a breakthrough [1] - The company has established a strategic partnership with superX to jointly explore the overseas liquid cooling market [1]

Market Overview - The communication equipment sector increased by 0.31% on November 3, with Wanlong Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Top Performers - Wanlong Optoelectronics (300710) closed at 24.88, up 16.15% with a trading volume of 236,800 shares and a turnover of 577 million yuan [1] - Sega Technology (002796) closed at 21.71, up 9.98% with a trading volume of 272,100 shares and a turnover of 575 million yuan [1] - ST Tianyu (300205) closed at 5.21, up 9.92% with a trading volume of 109,800 shares and a turnover of 55.42 million yuan [1] Other Notable Stocks - Cheng Tian Wei Ye (300689) closed at 55.86, up 5.60% with a trading volume of 54,200 shares and a turnover of 303 million yuan [1] - Huyuan Communication (000586) closed at 14.45, up 3.96% with a trading volume of 90,800 shares and a turnover of 130 million yuan [1] Market Capital Flow - The communication equipment sector experienced a net outflow of 2.201 billion yuan from institutional investors, while retail investors saw a net inflow of 1.638 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - New Yi Sheng (300502) had a net inflow of 159 million yuan from institutional investors, while retail investors had a net outflow of 57.46 million yuan [3] - Wanlong Optoelectronics (300710) saw a net inflow of 64.58 million yuan from institutional investors, but retail investors experienced a net outflow of 47.39 million yuan [3] - Sega Technology (002796) had a net inflow of 50.35 million yuan from institutional investors, with retail investors also facing a net outflow of 26.56 million yuan [3]