证券代码：300960 证券简称：通业科技 公告编号：2025-048 深圳通业科技股份有限公司 募集资金 2025 年半年度存放与使用情况的专项报告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没 有虚假记载、误导性陈述或者重大遗漏。 3、本期使用金额及期末余额情况 2025 年半年度公司实际使用募集资金 1,547.69 万元，截至 2025 年 6 月 30 日，累计已使用募集资金 22,791.46 万元。 证券代码：300960 证券简称：通业科技 公告编号：2025-048 根据《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规 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》等有关法律、法规以及《公司章程》的有关规定，现将深圳通业科技股 份有限公司（以下简称"本公司"或"公司"）2025 年半年度募集资金存放与使用 情况说明如下： 一、募集资金基本情况 1、实际募集资金金额、资金到账时间 根据中国证券监督管理委员会《关于同意深圳通业科技股份有限公司首次公 开发行股票注册的批复》（证监许可[2021]544 号）同意注册，公司首次公开发 行人民 ...

第四届董事会第九次会议决议公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没 有虚假记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 证券代码：300960 证券简称：通业科技 公告编号：2025-045 深圳通业科技股份有限公司 本议案已经公司第四届董事会审计委员会2025年第四次会议审议通过， 表决结果：同意票 9票，反对票 0 票，弃权票 0 票。 二、董事会会议审议情况 经与会董事认真审议，会议以记名投票表决方式通过了以下议案： （一）审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 经与会董事讨论，认为公司《2025年半年度报告》和《2025年半年度报告摘 要》符合相关法律法规的规定，报告内容真实、准确、完整地反映了公司2025 年半年度的财务状况和经营成果，不存在任何虚假记载、误导性陈述或者重大遗 漏。 具体内容详见公司同日于巨潮资讯网（http://www.cninfo.com.cn）披露的 《2025年半年度报告》及《2025年半年度报告摘要》。《2025年半年度报告摘要》 同时刊登于《证券时报》《上海证券报》。 1、 本次会议通知于2025年8月18日通过电子 ...

深圳通业科技股份有限公司 2025 年半年度报告全文 深圳通业科技股份有限公司 2025 年半年度报告 2025-047 2025 年 8 月 1 深圳通业科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人闫永革、主管会计工作负责人谭青及会计机构负责人(会计主 管人员)陈波声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司在半年度报告中详细阐述了未来可能发生的有关风险因素及对策，详 见"第三节 管理层讨论与分析"之"十、公司面临的风险和应对措施"，敬 请广大投资者予以关注。 本报告中如有涉及未来的计划、业绩预测等方面的内容，均不构成本公司 对任何投资者及相关人士的承诺。投资者及相关人士均应对此保持足够的风 险认识，并应当理解计划、预测与承诺之间的差异。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 | 重要提示、目录和释义 2 | | --- | --- ...

截至3月31日，通业科技股东户数8609.00，较上期减少1.65%；人均流通股10799股，较上期增加 1.67%。2025年1月-3月，通业科技实现营业收入6848.31万元，同比增长15.79%；归母净利润-276.83万 元，同比增长18.29%。 分红方面，通业科技A股上市后累计派现2.31亿元。近三年，累计派现1.59亿元。 融券方面，通业科技8月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，深圳通业科技股份有限公司位于广东省深圳市龙华区观澜街道桂花社区观光路1231号美泰工 业园3栋厂房101，成立日期2000年12月29日，上市日期2021年3月29日，公司主营业务涉及轨道交通机 车车辆电气产品的研发、生产、销售和维保服务。主营业务收入构成为：检修服务36.62%，智能控制 类21.57%，电源类17.10%，电机风机16.61%，配件及其他6.47%，其他(补充)1.63%。 8月26日，通业科技跌2.04%，成交额1.02亿元。两融数据显示，当日通业科技获融资买入 ...

Core Viewpoint - The company, Tongye Technology, has established a unique competitive barrier in the domestic rail transit equipment market through a "product + service + technology" model, achieving significant revenue and profit growth in 2024 [1][5]. Financial Performance - In 2024, Tongye Technology reported a revenue growth of 18.31% year-on-year, reaching 425 million yuan, marking a historical high for the company [6][7]. - The net profit for 2024 increased by 37.1% year-on-year to 49.14 million yuan, with a net profit margin rising from 9.99% in 2023 to 11.58% in 2024 [7]. Market Position and Strategy - Tongye Technology is positioned as a key supplier for national railway and urban transit companies, benefiting from the dual-cycle growth in the rail transit industry, which includes both existing asset upgrades and new construction [7]. - The company plans to acquire Silin Technology for 670 million yuan, aiming to enter the rail transit power grid communication chip market, which is expected to provide a new growth avenue [2][8]. Product and Service Offering - The company has developed a comprehensive ecosystem of rail transit electrical products, including power supply, intelligent control, and motor products, serving various subsystems in trains [3][4]. - Tongye Technology's intelligent control products have seen a significant sales increase of 85.70% year-on-year, contributing to 21.57% of total revenue [6]. Technological Development - The company has established a robust core technology system with 92 patents and 26 software copyrights, enhancing its competitive advantage in the market [4]. - The acquisition of Silin Technology is expected to fill gaps in the company's smart network control product line, enhancing the technical value and competitiveness of its existing products [10]. Future Outlook - The rail transit industry is projected to continue growing, with significant demand for vehicle procurement driven by record-high transportation volumes and new metro line constructions [7]. - The strategic acquisition of Silin Technology is anticipated to break the company's previous business ceiling and allow it to share in the semiconductor industry's growth, particularly in the power energy chip sector [9][10].

Core Viewpoint - Tongye Technology's (300960.SZ) announcement of a cross-industry restructuring was expected to boost its stock price but instead led to a three-day decline, with a total drop of over 12% prior to the latest 3.99% decrease on August 21 [2][3]. Group 1: Transaction Details - Tongye Technology plans to acquire 100% of Beijing Silingke Semiconductor Technology Co., Ltd. for no more than 670 million yuan in cash, which is expected to constitute a major asset restructuring [2]. - The transaction includes a controversial side agreement where the controlling shareholder and related parties will transfer 10% of the equity to Silingke's shareholder Huang Qiang and his associates for approximately 390 million yuan, raising concerns about the flow of funds back to the controlling shareholder [2][4]. - Huang Qiang's cash from the sale is less than 200 million yuan, indicating he will need to "pay" to acquire shares in the listed company, which creates a rare impression of cash flow back to the controlling shareholder immediately after the acquisition [2][4]. Group 2: Financial Performance and Valuation - Silingke's net assets have reportedly shrunk by 40% in the past seven months, raising questions about the valuation of the acquisition, which is set at a price-to-earnings ratio (PE) of 21.7, considered above average for similar semiconductor acquisitions [5][6]. - As of July 31, 2025, Silingke's net assets are reported at 137.87 million yuan, down from over 200 million yuan in the previous two years [6]. - The financial data for Silingke shows a significant drop in total assets and net profit, with net profit for 2023 at 29.49 million yuan and for 2024 at 30.88 million yuan, while only 5.35 million yuan was reported for the first seven months of 2025 [6][7]. Group 3: Performance Commitments and Market Position - Huang Qiang has committed to a cumulative net profit of no less than 160 million yuan for Silingke from 2026 to 2028, which appears optimistic given the company's recent performance [7][9]. - Silingke's core products are high-speed power line carrier communication chips, primarily serving large state-owned enterprises, but its future performance is uncertain given the recent struggles of similar companies in the sector [7][9]. - The potential for collaboration between Tongye Technology and Silingke is questioned, as Tongye primarily operates in the rail transit sector, while Silingke's technology may face competition from established international brands [9][10]. Group 4: Competitive Concerns - Huang Qiang is also associated with another semiconductor company, Huzhou Maixin Semiconductor Technology Co., Ltd., which has overlapping business interests with Silingke, raising concerns about potential conflicts of interest and competition [10][13]. - The existence of shared patents and similar product lines between Silingke and Huang Qiang's other ventures adds to the complexity of the acquisition and the potential risks involved [13][15].

Group 1: Mergers and Acquisitions Overview - During the period from August 15 to August 21, 2025, three listed companies announced new mergers and acquisitions: Zhenyang Development, Tongye Technology, and ST Jinggu, involving three M&A events across the basic chemicals, machinery equipment, and agriculture, forestry, animal husbandry, and fishery industries [1][9]. Group 2: Zhenyang Development - Zhenyang Development primarily engages in the research, production, and sales of chlor-alkali related products, with core products including chlor-alkali products, MIBK products, and PVC products. The chlor-alkali products are widely used in agriculture, electricity, petrochemicals, pharmaceuticals, metallurgy, new energy materials, light industry, textiles, and dyeing [2][10]. - In 2024, Zhenyang Development achieved a main business revenue of 2.898 billion yuan, representing a year-on-year growth of 37.06%, primarily driven by the production and sales of PVC products [2][10]. - The company is undergoing a stock swap merger with Zhejiang Huhangyong Expressway Co., Ltd., which plans to issue A-shares to Zhenyang Development's shareholders [2][10]. Group 3: Tongye Technology - Established in 2000, Tongye Technology specializes in the rail transit industry, with three core product lines: power products, intelligent control products, and motors and fans, covering various rail transit scenarios such as locomotives, subways, and high-speed trains [3][11]. - The company has a nationwide after-sales service network, providing regular maintenance and repair services to ensure the normal operation of equipment. It serves domestic clients like China Railway Corporation and China CRRC, while also exporting products to countries including Kazakhstan, Uzbekistan, Belarus, and South Africa [3][11]. - Tongye Technology plans to acquire 100% of Beijing Silingke Semiconductor Technology Co., Ltd. through a cash payment, aiming to enhance its overall layout and expand its scale and operational performance [3][11]. Group 4: ST Jinggu - ST Jinggu is primarily engaged in the manufacturing of engineered wood products, chemical products from forest resources, and forestry operations. Its engineered wood products include plywood, fiberboard, particleboard, and veneer, widely used in furniture manufacturing and construction [4][12]. - The company operates through self-procurement, production, and sales, utilizing both direct sales and distribution channels to meet diverse customer needs. Its forestry operations focus on land resource management through cooperative afforestation, timber harvesting, and sales [4][12]. - ST Jinggu plans to transfer 51% of its stake in Tangxian Huiyin Wood Industry Co., Ltd. to its controlling shareholder, Zhou Dafu Investment Co., Ltd., in a cash transaction, aiming to divest underperforming assets and optimize its asset structure [4][12].

Group 1 - The stock price of Tongye Technology closed at 35.38 yuan on August 19, down 2.27% from the previous trading day, with an opening price of 41.03 yuan and a trading range of 20.22% [1] - Tongye Technology's main business is the manufacturing of electrical equipment for rail transit, including electric control systems for locomotives and intelligent network control systems [1] - The company announced on the evening of August 18 that it plans to acquire 100% equity of Silin Technology Semiconductor for no more than 670 million yuan, with the target company specializing in grid communication chip design [1] Group 2 - Silin Technology achieved a net profit of 5.35 million yuan in the first seven months of 2025, and the target company has committed to a cumulative net profit of no less than 160 million yuan from 2026 to 2028 [1] - On August 19, the net outflow of main funds was 129 million yuan, with a cumulative net outflow of 145 million yuan over the past five trading days [1] - The company is part of sectors including transportation equipment, Guangdong sector, and specialized and innovative enterprises [1]

Core Viewpoint - Tongye Technology announced the acquisition of 100% equity in Beijing Silin Semiconductor Technology Co., Ltd., marking a significant step in its strategic layout in the semiconductor field [1][2] Group 1: Acquisition Details - The acquisition will be executed through a "cash acquisition + equity transfer" dual-track model, allowing Tongye Technology to gain full control of Silin Semiconductor while binding the core team to the listed company through equity transfer [1] - The controlling shareholders of Tongye Technology, Xie Wei and Xu Jianying, along with their concerted parties, will transfer 10% of the company's shares to Silin Semiconductor's original shareholders, enhancing alignment of interests [1] Group 2: Business and Technology Implications - Silin Semiconductor specializes in power grid communication chips and modules, with major clients including large state-owned enterprises like the State Grid [1] - The company possesses core technological advantages in power line carrier communication chips, which have broad application prospects in smart grid construction [1] - The acquisition is expected to enable Tongye Technology to apply Silin Semiconductor's technology in rail transit power grid systems, facilitating technological synergy and market expansion [1] Group 3: Strategic Importance - The acquisition is highlighted as a crucial move for the company's strategic transformation, significantly enhancing its technical strength in smart network control systems [1] - The management believes that the integration of semiconductor technology with rail transit will open new business growth points and promote long-term sustainable development [1]

Core Viewpoint - Tongye Technology (300960) opened significantly higher by 13.34% at 41.03 CNY per share following the announcement of its intention to acquire 100% equity of Beijing Silingke Semiconductor Technology Co., Ltd. (Silingke) for cash [1] Group 1 - The acquisition, if successfully executed, will result in Silingke becoming a wholly-owned subsidiary of Tongye Technology [1]