证券代码：300689 证券简称：澄天伟业 公告编号：2025-031 深圳市澄天伟业科技股份有限公司 关于股东减持股份的预披露公告 公司实际控制人冯学裕先生及其一致行动人冯澄天女士保证向本公司提供的信息内 容真实、准确、完整、没有虚假记载、误导性陈述或重大遗漏。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 深圳市澄天伟业科技股份有限公司（以下简称"公司"）实际控制人、持股 5%以上股东、董事长兼总经理冯学裕先生及其一致行动人冯澄天女士计划自本公 告披露之日起十五个交易日后的三个月内（2025 年 10 月 10 日至 2026 年 1 月 9 日，根据中国证监会及深圳证券交易所相关规定禁止减持的期间除外）以集中竞 价或大宗交易方式减持公司股份不超过 3,418,674 股，占公司已发行股份的 2.96%（占剔除公司回购股份后总股本的 2.98%）。 公司近日收到公司实际控制人、持股 5%以上股东、董事长兼总经理冯学裕 先生及其一致行动人冯澄天女士出具的《关于股份减持计划的告知函》，根据《上 市公司股东减持股份管理暂行办法》《深圳证券交易所上市公司自律监管指引第 18 号—— ...

澄天伟业（300689.SZ）9月9日在投资者互动平台表示，目前公司液冷板产品已完成初步研发验证，并 进入多个客户的样品测试环节，涵盖国内头部服务器厂商、AI算力平台建设单位，以及部分外资品牌 在华ODM/整机集成商。相关测试工作主要聚焦于散热性能、机械兼容性、可靠性验证等维度，部分客 户已完成首轮测试并反馈积极，客户信息受限于商业保密原则与协议约定无法披露，望您理解。公司将 持续推动产品优化与客户认证进程，力争尽快实现批量交付。公司新产品新技术如有重大进展，相关内 容将于定期报告或临时公告中及时披露。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司的液冷板套件采用自研纳米注塑工艺，宣称在 结构一体化、导热效率上具备'无同质化竞争'，请问当前测试客户是否包含浪潮、曙光、华为等一线服 务器品牌？从样品测试到批量订单的转化周期预计多久？是否有意向签订相关订单？ ...

Group 1 - The core viewpoint of the articles highlights the strong performance and strategic expansion of Cheng Tian Wei Ye Technology Co., Ltd. in the smart card and semiconductor packaging materials sectors, showcasing its innovative capabilities and market positioning [2][3] - In the first half of 2025, the company reported a revenue of 210 million yuan, representing a year-on-year increase of 32.91%, and a net profit attributable to shareholders of 10.8764 million yuan, which saw a significant growth of 562.05% [2] - The company has achieved full industry chain coverage in the smart card sector, becoming the first one-stop service provider in the industry, with a higher proportion of high-margin smart card service orders [2] Group 2 - The global smart card market is experiencing structural growth opportunities, particularly in regions like Southeast Asia, the Middle East, and Africa, where there is significant growth potential [3] - Cheng Tian Wei Ye has implemented a strategy to extend its industrial chain and explore new fields, with semiconductor packaging materials and digital energy thermal management becoming new growth drivers, showing a 145.28% year-on-year increase in orders for semiconductor packaging materials [3] - The company's financial fundamentals remain robust, with a cash balance of 127 million yuan at the end of the period, reflecting a 3.57% increase from the previous year, and a net cash flow from operating activities growing by 2.88% [3]

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]

公司最新毛利率为18.14%，较去年同期毛利率增加1.97个百分点。最新ROE为1.58%，较去年同期ROE增加1.33个百分点。 公司摊薄每股收益为0.10元，较去年同报告期摊薄每股收益增加0.08元，同比较去年同期上涨562.50%。 公司最新总资产周转率为0.27次，在已披露的同业公司中排名第28，较去年同期总资产周转率增加0.06次，同比较去年同期上涨29.02%。最新存货周转率为 3.90次，在已披露的同业公司中排名第1，较去年同期存货周转率增加0.37次，实现2年连续上涨，同比较去年同期上涨10.52%。 公司股东户数为8133户，前十大股东持股数量为7800.01万股，占总股本比例为67.47%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | T | 深圳市澄天盛业投资有限公司 | 41.2 | | 2 | 冯学裕 | 11.00 | | 3 | 景在军 | 5.46 | | 4 | 冯澄天 | 3.61 | | 5 | 王赤平 | 1.43 | | റ | 侯守山 | 1.08 | | 7 | 深圳市汉清达科技有限公司 | 0.98 ...

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 ...