9月2日，本川智能跌5.18%，截至发稿，报46.14元/股，成交8337.76万元，换手率3.20%，总市值35.67 亿元。 大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模6.98亿。今年以来收益 35.65%，同类排名1064/4222；近一年收益86.08%，同类排名596/3781；成立以来收益219.94%。 大成中证360互联网+指数A（002236）基金经理为夏高。 截至发稿，夏高累计任职时间10年274天，现任基金资产总规模22.6亿元，任职期间最佳基金回报 219.94%， 任职期间最差基金回报-71.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，江苏本川智能电路科技股份有限公司位于江苏省南京市溧水经济开发区孔家路7号，成立日 期2006年8月23日，上市日期2021年8月5日，公司主营业务涉及专业从事印制电路板的研发、生产和销 售。主营业务收入构成为：PCB92.30%，其他 ...

Group 1 - The company, Benewake Intelligent (300964), is actively developing new products based on its long-term technological accumulation [1] - The new product focus includes layered rigid-flex combination boards, high-precision embedded component circuit boards, and embedded copper boards [1]

Core Viewpoint - The financial performance of Benchuan Intelligent (300964) shows significant growth in revenue and net profit for the first half of 2025, indicating a positive trend in business operations and market demand [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 reached 380 million yuan, a year-on-year increase of 36.91% compared to 277 million yuan in 2024 [1]. - Net profit attributable to shareholders was 21.46 million yuan, up 37.33% from 15.63 million yuan in the previous year [1]. - The second quarter alone saw total revenue of 209 million yuan, reflecting a 35.05% increase year-on-year [1]. - The gross profit margin improved to 21.97%, up 9.69% from the previous year, while the net profit margin slightly decreased to 5.54%, down 1.73% [1][2]. Key Financial Metrics - The company reported a significant increase in accounts receivable, which rose by 41.98% to 201 million yuan, indicating higher sales but also potential cash flow concerns [1][2]. - The total of selling, administrative, and financial expenses amounted to 39.35 million yuan, accounting for 10.36% of revenue, which is a 10.01% increase year-on-year [1]. - Earnings per share increased to 0.28 yuan, a rise of 38.80% from 0.20 yuan in the previous year [1]. Changes in Financial Items - Cash and cash equivalents decreased by 43.76% to 154 million yuan due to increased capital expenditures and rapid business growth [1][2]. - Inventory increased by 44.68% as production levels rose, reflecting higher stock levels of finished goods and work in progress [2]. - Long-term equity investments surged by 77.83%, indicating a strategic increase in external investments [2]. Operational Insights - The company’s return on invested capital (ROIC) was reported at 2.01%, suggesting a need for improved capital efficiency [3]. - The company is actively pursuing advancements in 5G and 6G technologies, aiming to establish a competitive edge in emerging markets [4]. - The company’s reliance on research, marketing, and capital expenditures highlights the importance of evaluating the effectiveness of these investments [4].

Core Insights - The company reported a total revenue of 380 million yuan for the first half of 2025, marking an increase of 102 million yuan compared to the same period last year, achieving a year-on-year growth of 36.91% [1] - The net profit attributable to shareholders reached 21.46 million yuan, an increase of 5.83 million yuan from the previous year, reflecting a year-on-year growth of 37.33% [1] - The company experienced a negative cash flow from operating activities amounting to -12.86 million yuan [1] Financial Ratios - The latest debt-to-asset ratio stands at 27.64%, ranking 10th among disclosed peers [3] - The gross profit margin is reported at 21.97%, ranking 18th among peers, with an increase of 1.94 percentage points from the previous year [3] - The return on equity (ROE) is 2.12%, up by 0.53 percentage points year-on-year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share (EPS) is 0.28 yuan, an increase of 0.08 yuan from the same period last year, achieving a year-on-year growth of 38.80% [3] - The total asset turnover ratio is 0.28 times, an increase of 0.07 times compared to the previous year, reflecting a year-on-year growth of 32.15% [3] - The inventory turnover ratio is 2.56 times, ranking 19th among peers, with an increase of 0.16 times year-on-year, achieving a growth of 6.45% [3] Shareholder Structure - The number of shareholders is reported at 15,000, with the top ten shareholders holding a total of 46.56 million shares, accounting for 60.24% of the total share capital [3] - The largest shareholder, Chong Xiaojun, holds 21.46% of the shares [3] - Other significant shareholders include Nanjing Ruihan Equity Investment Partnership (19.92%) and Zhou Guoxiong (7.00%) [3]

Group 1 - The company has approved a profit distribution plan, proposing a cash dividend of 1 yuan per 10 shares to all shareholders, with no bonus shares issued [1][2] - The total share capital for the dividend distribution is based on 76,328,284 shares after excluding 970,000 shares repurchased [1] - There have been no changes in the controlling shareholder or actual controller during the reporting period [2] Group 2 - The company does not have any preferred shareholders or related holdings during the reporting period [2] - There are no significant matters disclosed through temporary announcements during the reporting period [2]

Group 1 - The company has proposed a profit distribution plan for the first half of 2025, which has been approved by the Audit Committee and the Board of Directors, ensuring compliance with relevant laws and regulations [1][2][5] - The profit distribution plan includes a cash dividend of 1 yuan per 10 shares, totaling 7,632,828.40 yuan, based on a total share capital of 76,328,284 shares after excluding repurchased shares [3][4] - The proposed cash dividend represents 35.57% of the net profit attributable to the parent company's shareholders for the first half of 2025 [4] Group 2 - The profit distribution plan is designed to reward shareholders while ensuring the company's sustainable development and normal operations [3][5] - The plan will be submitted for approval at the company's second extraordinary general meeting of shareholders in 2025 [4][5] - The company emphasizes that the profit distribution will not significantly impact its operating cash flow or normal business development [5]

内部控制缺陷认定标准 第一章 总则 第一条 为了完善江苏本川智能电路科技股份有限公司（以下简称"公司"） 内部控制制度，建立健全公司内部控制评价标准，确保公司内部控制评价工作有 效开展，根据《企业内部控制基本规范》及其配套指引的规定和其他内部控制监 管要求，结合公司内部控制制度和评价办法，制定本公司内部控制缺陷认定标准。 本标准适用于公司内部控制缺陷认定。 第二章 内部控制缺陷的分类 江苏本川智能电路科技股份有限公司 内部控制缺陷认定标准 江苏本川智能电路科技股份有限公司 第二条 按照内部控制缺陷成因或来源，分为设计缺陷和运行缺陷。 （一）设计缺陷，是指缺少为实现控制目标所必需的控制，或现有控制设 计不适当，即使正常运行也难以实现预期的控制目标。 （二）运行缺陷，是指设计有效（合理且适当）的内部控制，但由于运行 不当（包括由不恰当的人执行、未按设计的方式运行、运行的时间或频率不当、 没有得到一贯有效运行等）导致无法有效实现控制目标而形成的内部控制缺陷。 第三条 按照影响公司内部控制目标实现的严重程度，内部控制缺陷分为重 大缺陷、重要缺陷和一般缺陷。 （一）重大缺陷，是指一个或多个控制缺陷的组合，可能导致企业严 ...

法定代表人：董晓俊 主管会计工作负责人：孔和兵 会计机构负责人（会计主管人员）：孔和兵 单位：万元 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1-6月占 用累计发生金 额（不含利息） 2025 年 1-6 月 占用资金的利 息（如有） 2025年1-6月 偿还累计发 生金额 2025 年 6 月 30 日占用资 金余额 占用形 成原因 占用性质 控股股东、实际控制人及 其附属企业 小计 - - - - - - - - - - 前控股股东、实际控制人 及其附属企业 小计 - - - - - - - - - - 其他关联方及附属企业 小计 - - - - - - - - - - 总计 - - - - - - - - - - 其它关联资金往来 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1-6月往 来累计发生金 额（不含利息） 2025 年 1-6 月 往来资金的利 息（如有） 2025年1-6月 偿还累计发 生金额 2025 年 6 月 30 ...

证券代码：300964 证券简称：本川智能 公告编号：2025-066 江苏本川智能电路科技股份有限公司 2025 年半年度募集资金存放、管理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。 根据《上市公司募集资金监管规则》和《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》有关规定，现将江苏本川智能电路科技股份有限 公司（以下简称"本公司"）2025年半年度募集资金存放、管理与使用情况说明如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会证监发行字〔2021〕2261号文核准，并经深圳证券交 易所同意，本公司向社会公众公开发行普通股（A股）股票19,324,600.00股，发行价为 每股人民币32.12元。截至2021年8月2日，本公司共募集资金620,706,152.00元，扣除发 行费用59,810,632.16元后，募集资金净额为560,895,519.84元。 上述募集资金净额已经致同验字（2021）第441C000542号《验资报告》验证。 （1）截至2024年12 ...

关于 2025 年半年度计提信用减值准备和资产减值准备的公告 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、本次计提减值准备情况概述 江苏本川智能电路科技股份有限公司（以下简称"公司"）为真实、准确、 客观反映公司的财务状况和经营成果，根据《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》《企业会计准则》和公司会计政策 等相关规定，基于谨慎性原则，对截至 2025 年 6 月 30 日合并报表范围内的应 收账款、应收票据、存货、预付款项、其他应收款、长期股权投资、固定资产、 无形资产等资产进行了全面清查。对各项资产减值的可能性进行了充分的评估 和分析，判断是否存在可能发生减值的迹象。根据减值测试结果，公司对可能 发生信用减值损失和资产减值损失的相关资产计提减值准备。 根据《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》《公司章程》等相关规定，本次计提信用减值准备和资产减值准备无 需提交公司董事会或股东大会审议，不涉及关联方和关联交易。 证券代码：300964 证券简称：本川智能 公告编号：2025-0 ...