Group 1 - The company reported a revenue of 210 million yuan for the first half of 2025, representing a year-on-year growth of 32.91% [1] - Net profit reached 10.8764 million yuan, showing a significant increase of 562.05% year-on-year [1] - The company's smart card business is experiencing steady growth, with emerging fields such as semiconductor packaging materials and digital energy thermal management demonstrating strong innovation and strategic advancement [1] Group 2 - The company has achieved full industry chain coverage from chip application research and development, module packaging, smart card production and sales research to terminal applications [1] - The proportion of high-margin smart card one-stop service orders has increased during the reporting period [1] - The global smart card market is undergoing structural growth opportunities, with significant growth potential in regions such as Southeast Asia, the Middle East, and Africa [1] Group 3 - The company is implementing a development strategy of "extending the industrial chain and expanding new fields," with semiconductor packaging materials and digital energy thermal management becoming new growth drivers [2] - Orders for semiconductor packaging materials increased by 145.28% year-on-year in the first half of the year [2] - The company has completed the technical research and production line construction for copper pin heat dissipation base plates, upgrading product structure to meet high-demand applications such as IGBT and SiC power module packaging [2] Group 4 - The company's self-developed liquid cooling plates have competitive advantages in structural integration, thermal conductivity, and pressure resistance [2] - Related products are primarily aimed at high heat dissipation scenarios such as AI servers and high-performance computing [2] - The products have passed multiple rounds of technical validation and have received sample testing certification from some customers [2]

Core Insights - The company reported a total revenue of 210 million yuan for the first half of 2025, an increase of 51.89 million yuan, representing a year-on-year growth of 32.91% [1] - The net profit attributable to shareholders reached 10.87 million yuan, up by 9.23 million yuan, reflecting a significant year-on-year increase of 562.05% [1] - The net cash inflow from operating activities was 22.25 million yuan, ranking 21st among disclosed peers, with a year-on-year increase of 623,500 yuan, or 2.88% [1] Financial Ratios - The latest debt-to-asset ratio stands at 12.41%, ranking 6th among disclosed peers [3] - The gross profit margin is 18.14%, an increase of 1.97 percentage points compared to the same period last year [3] - The return on equity (ROE) is 1.58%, up by 1.33 percentage points year-on-year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is 0.10 yuan, an increase of 0.08 yuan, representing a year-on-year growth of 562.50% [3] - The total asset turnover ratio is 0.27 times, ranking 28th among disclosed peers, with a year-on-year increase of 0.06 times, or 29.02% [3] - The inventory turnover ratio is 3.90 times, ranking 1st among disclosed peers, with a year-on-year increase of 0.37 times, or 10.52% [3] Shareholder Information - The number of shareholders is 8,133, with the top ten shareholders holding 78 million shares, accounting for 67.47% of the total share capital [3] - The largest shareholder is Shenzhen Chengtian Shengye Investment Co., Ltd., holding 41.2 million shares [3]

Core Viewpoint - Cheng Tian Wei Ye (300689.SZ) reported impressive performance in its 2025 semi-annual report, showcasing robust growth in its smart card business while actively expanding into emerging fields such as semiconductor packaging materials and digital energy thermal management, reflecting strong innovation and strategic execution capabilities [2][3]. Financial Performance - The company's revenue reached 210 million yuan, a year-on-year increase of 32.91% [3] - Net profit attributable to shareholders was 10.8764 million yuan, a significant rise of 562.05% year-on-year [3] - The net profit after deducting non-recurring gains and losses turned from loss to profit, increasing by 387.93% year-on-year, indicating substantial growth across multiple metrics [3]. Smart Card Business - As a leading player in the domestic smart card industry, Cheng Tian Wei Ye has achieved full industry chain coverage from chip application research and development to terminal applications, becoming the first one-stop service provider in the industry [4] - The proportion of high-margin one-stop service orders for smart cards increased during the reporting period, supported by deepening strategic cooperation with major telecom operators [4] - The global smart card market is experiencing structural growth opportunities, particularly in Southeast Asia, the Middle East, and Africa, where significant growth potential exists [4]. Emerging Business Growth - The semiconductor packaging materials and digital energy thermal management sectors are emerging as new growth drivers, with semiconductor packaging materials orders increasing by 145.28% year-on-year [5] - The company has completed the technical development and production line construction for copper pin heat dissipation substrates, upgrading its product structure to meet high-demand applications in new energy vehicles and AI [5]. - The self-developed liquid cooling plates in the digital and energy thermal management sector demonstrate competitive advantages in efficiency and cost, targeting high-heat-demand scenarios such as AI servers and high-performance computing [5]. Financial Health - The company maintains a healthy financial structure, with cash and cash equivalents at 127 million yuan, a 3.57% increase from the previous year, primarily due to increased sales collections [7] - The net cash flow from operating activities grew by 2.88% year-on-year, indicating good cash flow management capabilities [7]. R&D and Innovation - Cheng Tian Wei Ye emphasizes technology research and development, with R&D investment increasing by 9.59% year-on-year [8] - The company is implementing a new employee stock ownership plan to enhance long-term incentive mechanisms, boosting team motivation and creativity [8] - The global semiconductor market is expanding, with AI driving explosive demand for computing power, and the liquid cooling server market is expected to grow at a compound annual growth rate of 46.8% [8].

Core Viewpoint - The company, Cheng Tian Wei Ye, reported impressive performance in its 2025 semi-annual report, showcasing strong growth in its smart card business while actively expanding into emerging fields such as semiconductor packaging materials and digital energy thermal management, reflecting its innovative vitality and strategic advancement [1] Financial Performance - Cheng Tian Wei Ye achieved a revenue of 210 million yuan, representing a year-on-year increase of 32.91% - The net profit attributable to shareholders reached 10.8764 million yuan, a significant year-on-year increase of 562.05% - The net profit after deducting non-recurring items turned from loss to profit, with a year-on-year growth of 387.93%, driven by continuous optimization of product structure and expansion of sales scale [2] Smart Card Business - As a leading player in the domestic smart card industry, the company has established a comprehensive coverage of the entire industry chain, becoming the first one-stop service provider in the sector - The proportion of high-margin one-stop service orders for smart cards increased during the reporting period - The company deepened strategic cooperation with major telecom operators, leveraging its advantages in functional integration, data security, and value-added services to explore innovative applications for super SIM cards - The global smart card market is experiencing structural growth opportunities, particularly in Southeast Asia, the Middle East, and Africa, where significant growth potential exists [3] Emerging Business Growth - The company is implementing a strategy to extend its industrial chain and explore new fields, with semiconductor packaging materials and digital energy thermal management emerging as new growth drivers - In the first half of 2025, orders for semiconductor packaging materials increased by 145.28% year-on-year - The company has completed the technical development and production line construction for copper pin heat dissipation substrates, upgrading its product structure to meet the high demands of new energy vehicles, charging piles, and AI applications - The self-developed liquid cooling plates in the digital and energy thermal management sector have competitive advantages in structural integration, thermal efficiency, and pressure resistance, catering to high-performance computing needs [4] Financial Health - The company's financial fundamentals remain robust, with a cash balance of 127 million yuan at the end of the period, an increase of 3.57% from the previous year, primarily due to increased sales collections - The net cash flow from operating activities grew by 2.88% year-on-year, indicating good cash flow management capabilities [5] Research and Development - Cheng Tian Wei Ye emphasizes technology research and development, focusing on industry pain points and cutting-edge applications, with R&D investment increasing by 9.59% year-on-year - The company has implemented a new employee stock ownership plan to enhance long-term incentive mechanisms, further stimulating team motivation and creativity - The global semiconductor market is expanding, with AI driving explosive demand for computing power, and the liquid cooling server market is expected to grow at a compound annual growth rate of 46.8% - The company is accelerating its expansion from the smart card sector into high-growth, high-value technology fields, forming a clear "dual-driven" pattern [6]

Core Viewpoint - The company, Cheng Tian Wei Ye, reported impressive performance in its 2025 semi-annual report, showcasing strong growth in its smart card business while actively expanding into emerging fields such as semiconductor packaging materials and digital energy thermal management, reflecting its innovative vitality and strategic advancement capabilities [1] Financial Performance - The company's revenue reached 210 million yuan, a year-on-year increase of 32.91% - Net profit attributable to shareholders was 10.8764 million yuan, a significant rise of 562.05% - The net profit after deducting non-recurring items turned from loss to profit, increasing by 387.93%, driven by continuous optimization of product structure and expansion of sales scale [2] Smart Card Business - As a leading player in the domestic smart card industry, the company has achieved full coverage of the entire industry chain, becoming the first one-stop service provider in the sector - The proportion of high-margin one-stop service orders for smart cards has increased during the reporting period - The company has deepened strategic cooperation with major telecom operators, seeking to break through traditional smart card business bottlenecks and actively expand innovative application scenarios for super SIM cards - The global smart card market is experiencing structural growth opportunities, particularly in Southeast Asia, the Middle East, and Africa, where significant growth potential exists [3] Emerging Business Growth - The company is implementing a strategy to extend its industrial chain and explore new fields, with semiconductor packaging materials and digital energy thermal management becoming new growth drivers - In the first half of 2025, orders for semiconductor packaging materials increased by 145.28%, supported by strong market demand and high customer recognition - The company has completed the technical development and production line construction for copper pin heat dissipation substrates, upgrading its product structure to meet the high demands of IGBT and SiC power module packaging for electric vehicles and charging piles [4] Financial Health - The company's financial fundamentals remain robust, with cash balances at the end of the period reaching 127 million yuan, a 3.57% increase from the previous year - The net cash flow from operating activities grew by 2.88%, indicating good cash flow management capabilities [5] R&D and Innovation - The company emphasizes technology research and development, with R&D investment increasing by 9.59% year-on-year - The implementation of a new employee stock ownership plan aims to enhance long-term incentive mechanisms, further stimulating team motivation and creativity - The global semiconductor market is expanding, with AI driving explosive demand for computing power, and the liquid cooling server market is expected to grow at a compound annual growth rate of 46.8% - The company is accelerating its expansion from the smart card sector into high-growth, high-value technology fields, forming a clear "dual-drive" pattern [6]

Core Insights - The company achieved a revenue of 209.6 million yuan in the first half of 2025, representing a year-on-year growth of 32.91% [1] - The net profit attributable to shareholders reached 10.8764 million yuan, showing a significant year-on-year increase of 562.05% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 6.5979 million yuan [1] - The basic earnings per share stood at 0.0954 yuan [1]

深圳市澄天伟业科技股份有限公司 2025 年半年度财务报告 深圳市澄天伟业科技股份有限公司 2025 年半年度财务报告 【2025 年 8 月】 1 深圳市澄天伟业科技股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：深圳市澄天伟业科技股份有限公司 2025 年 06 月 30 日 | | | 单位：元 | | --- | --- | --- | | 项目 | 期末余额 | 期初余额 | | 流动资产： | | | | 货币资金 | 126,598,131.22 | 99,016,504.16 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 176,509,600.02 | 183,592,803.12 | | 衍生金融资产 | | | | 应收票据 | 5,917,258.41 | 4,227,291.75 | | 应收账款 | 85,795,225.33 | 89,875,402.62 | | 应收款项融资 | 12,653,292 ...

法定代表人：冯学裕 主管会计工作负责人：蒋伟红 会计机构负责人：蒋伟红 编制单位：深圳市澄天伟业科技股份有限公司 单位：元 非经营性 资金占用 资金占用方名称 占用方与上市公 司的关联关系 上市公司核算 的会计科目 2025 年期初占用 资金余额 2025 年度占用累 计发生金额 （不含利息） 2025 年度偿还累 计发生金额 2025 年期末占用资 金余额 占用形成原因 占用性质 现大股东及其附 属企业 — — — — — — — — — — — — — — — — — — 小计 — — — — — — — — — 前大股东及其附 属企业 — — — — — — — — — — — — — — — — — — 小计 — — — — — — — — — 总计 — — — — — — — — — 其他关联 资金往来 资金往来方名称 往来方与上市公 司的关联关系 上市公司核算 的会计科目 2025 年期初往来 资金余额 2025 年半年度往 来累计发生金额 （不含利息） 2025 年半年度偿 还累计发生金额 2025年6 月 30日期 末往来资金余额 往来形成原因 往来性质 大股东及其附属 企业 — — — — ...

关于聘任会计师事务所的公告 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。 特别提示： 证券代码：300689 证券简称：澄天伟业 公告编号：2025-029 深圳市澄天伟业科技股份有限公司 2、原聘任的会计师事务所：政旦志远（深圳）会计师事务所（特殊普通合 伙）（以下简称"政旦志远"）。 3、变更会计师事务所的原因： 1、拟聘任的会计师事务所：容诚会计师事务所（特殊普通合伙）（以下简称 "容诚"）。 鉴于原会计师事务所政旦志远聘期已满，综合公司业务发展和整体审计需要， 为保证公司审计工作的连续性、独立性和客观性，公司按照《国有企业、上市公 司选聘会计师事务所管理办法》等有关规定，经综合评估审慎研究后，拟聘任容 诚担任公司 2025 年度审计机构，负责公司 2025 年度财务审计及内部控制审计工 作。 4.公司审计委员会、董事会对本次拟变更会计师事务所事项无异议。本事项 尚需公司股东会审议通过。 公司于 2025 年 8 月 26 日召开第五届董事会第四次会议，审议通过《关于聘 任会计师事务所的议案》，同意变更容诚为公司 2025 年度审计机构，并提交公司 2 ...

证券代码：300689 证券简称：澄天伟业 公告编号：2025-030 深圳市澄天伟业科技股份有限公司 关于召开 2025 年第一次临时股东会的通知 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。 深圳市澄天伟业科技股份有限公司（以下简称 "公司"）第五届董事会第四 次会议审议通过了《关于提请召开 2025 年第一次临时股东会的议案》，定于 2025 年 9 月 11 日（星期四）下午 15:00 召开公司 2025 年第一次临时股东会，会议有 关事项如下： 2、 股东会的召集人：公司董事会。 3、会议召开的合法、合规性：本次股东会的召开符合有关法律、行政法规、 部门规章、规范性文件和公司章程的规定。 4、会议召开时间 （1）现场会议时间：2025 年 9 月 11 日（星期四）下午 15:00 （2）网络投票时间：2025 年 9 月 11 日。 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 9 月 11 日上午 9:15-9:25，9:30-11:30，下午 13:00-15:00； 通过深圳证券交易所互联网投票系统投票时间为 202 ...