1、投资标的：温州隽赢二十四号创业投资合伙企业（有限合伙）(以下简称 "合伙企业"或"基金") 证券代码：301030 证券简称：仕净科技 公告编号：2025-069 苏州仕净科技股份有限公司 关于与专业投资机构共同投资基金的公告 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。 重要内容提示： 2、投资金额：苏州仕净科技股份有限公司（以下简称"公司"）作为有限 合伙人以自有资金认缴出资 625.00 万元人民币，出资占比 10.03%。 一、与专业投资机构合作投资概述 （一）对外投资的基本情况 双方在各自领域拥有良好的业务资源，协议的签署有利于推动业务合作，产 业基金的模式有利于公司积极把握在捕碳钢渣及矿粉行业的发展机会，扩大和完 善产业布局，有利于公司战略实施的推进及长远发展。 公司与普通合伙人上海隽赐投资管理有限公司（以下简称"隽赐投资"）及 其他有限合伙人共同投资温州隽赢二十四号创业投资合伙企业（有限合伙），投 资方式以股权投资为主。合伙企业出资额为 6,230.00 万元，公司作为有限合伙 人以自有资金认缴出资 625.00 万元人民币，出资比例 10 ...

Core Insights - In November, certain low-priced, high-recognition stocks have shown significant performance, with "Ma" stocks averaging a nearly 2% increase, surpassing the Shanghai Composite Index's performance during the same period, with multiple stocks rising over 10% [1] Group 1: Stock Characteristics - The analysis identifies 16 potential strong stocks for the year-end, focusing on those priced between 5 to 15 yuan per share and with a market capitalization below 5 billion yuan [1] - These stocks are predicted to have a net profit growth rate exceeding 30% for both 2025 and 2026, according to institutional consensus [1] - The companies involved are engaged in trending sectors such as quantum technology, AI, and lithium batteries [1] Group 2: Potential Stocks Summary - The table lists various stocks with their latest closing prices, market values, and projected net profit growth rates for 2025 and 2026, along with their associated hot concepts [2] - For instance, "Aoto Electronics" (002587) has a closing price of 6.42 yuan and a market value of 4.183 billion yuan, with a projected net profit growth of 193.43% for 2025 and 111.11% for 2026, focusing on Douyin Doubao [2] - "Liujin Technology" (920021) shows a closing price of 6.87 yuan and a market value of 2.123 billion yuan, with a projected net profit growth of 203.78% for 2025 and 96.00% for 2026, involved in 5G applications [2]

Market Overview - The environmental equipment sector rose by 0.86% on October 31, with *ST Jieneng leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Key stocks in the environmental equipment sector showed varied performance, with *ST Jieneng closing at 2.78, up 4.91% on a trading volume of 90,600 shares [1] - Other notable performers included Fida Environmental at 5.58, up 4.69%, and ST Xianhe at 8.51, up 3.78% [1] Trading Volume and Value - The trading volume and value for selected stocks in the environmental equipment sector were significant, with Fida Environmental achieving a transaction value of 175 million yuan [1] - The overall trading activity in the sector indicated a mixed sentiment among investors, with some stocks experiencing substantial trading volumes [1] Capital Flow Analysis - The environmental equipment sector saw a net outflow of 47.27 million yuan from institutional investors, while retail investors contributed a net inflow of 90.41 million yuan [2] - The capital flow data indicates a divergence in investor sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Notable capital flows included Huahong Technology with a net inflow of 22.09 million yuan from institutional investors, while *ST Jieneng experienced a net outflow of 4.48 million yuan from retail investors [3] - The data reflects varying levels of confidence among different investor groups in the environmental equipment sector [3]

Core Insights - The company reported a significant decline in revenue and net profit for the first three quarters of 2025, indicating financial distress [1] Financial Performance - The company achieved an operating revenue of 1.111 billion yuan, representing a year-on-year decrease of 65.44% [1] - The net profit attributable to shareholders was -226 million yuan, reflecting a year-on-year decline of 256.77% [1] - Basic earnings per share were -1.12 yuan, down 255.56% compared to the previous year [1]

证券代码：301030 证券简称：仕净科技 公告编号：2025-067 苏州仕净科技股份有限公司 关于为子公司提供担保的公告 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。 特别风险提示： 公司提供担保总额已超过最近一期经审计净资产 100%，对资产负债率超过 70%的单位担保金额已超过公司最近一期经审计净资产 50%，前述担保均为公司 为合并报表范围内主体提供的担保，财务风险处于公司可控范围内，敬请投资者 注意相关风险。 一、担保情况概述 苏州仕净科技股份有限公司（以下简称"公司"）于 2025 年 10 月 24 日召 开第四届董事会第十一次会议，审议通过了《关于为子公司提供担保的议案》， 现将具体情况公告如下： 安徽扬宁商贸有限公司（以下简称"扬宁商贸"）与公司子公司安徽仕净光 能科技有限公司（以下简称"仕净光能"）经双方协商一致，签订了《原材料采 购框架协议》以及《供应链支持框架协议》，及于前述两份框架协议的实际履行， 双方签订了系列具体合同（包括但不限于《原材料采购合同》、《电池片代工合 同》、《电池片销售合同》等），扬宁商贸基于前述系列合同，为仕净 ...

证券代码：301030 证券简称：仕净科技 公告编号：2025-068 苏州仕净科技股份有限公司 4、会议时间： （1）现场会议时间：2025 年 11 月 14 日 15:00 关于召开 2025 年第四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、召开会议的基本情况 1、股东会届次：2025 年第四次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《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》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 11 月 14 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投 票的具体时间为 2025 年 11 月 14 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2025 ...

经与会董事认真审议，形成决议如下： 1、审议通过《关于 2025 年第三季度报告的议案》 董事会一致认为：公司《2025 年第三季度报告》符合法律、行政法规、中 国证监会和深圳证券交易所的规定，内容真实、准确、完整地反映了公司 2025 年第三季度经营的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 本议案已经公司董事会审计委员会审议通过。 证券代码：301030 证券简称：仕净科技 公告编号：2025-065 苏州仕净科技股份有限公司 第四届董事会第十一次会议决议公告 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、董事会会议召开情况 苏州仕净科技股份有限公司（以下简称"公司"）第四届董事会第十一次会议 于 2025 年 10 月 24 日在公司 4 楼会议室以现场结合通讯方式召开，会议通知、 会议资料已于 2025 年 10 月 14 日以通讯方式通知了全体董事。会议由董事长董 仕宏先生主持，应出席董事 5 名，实际出席董事 5 名。其中董事冯会、董事徐小 怗以通讯方式参会并表决。公司高级管理人员列席会议。本次董事会会议的召集、 召开和表决程序 ...

Financial Performance - The company's revenue for Q3 2025 was ¥53,922,274.08, representing a decrease of 95.40% compared to the same period last year[5]. - The net profit attributable to shareholders was -¥105,388,400.40, a decline of 808.84% year-on-year[5]. - The total revenue from January to the end of the reporting period was ¥1,110,919,520.98, down 65.44% from the previous year[5]. - The basic earnings per share for the reporting period was -¥0.52, a decrease of 750.00% compared to the same period last year[5]. - Net profit for the current period was a loss of ¥226,213,165.98, compared to a profit of ¥143,396,043.69 in the previous period, indicating a significant decline[20]. - Basic and diluted earnings per share were both -¥1.12, compared to ¥0.72 in the previous period[21]. Assets and Liabilities - The total assets at the end of the reporting period were ¥9,590,458,122.97, down 8.51% from the end of the previous year[5]. - The total liabilities decreased to ¥8,712,950,839.80 from ¥9,396,683,966.88, a reduction of approximately 7.3%[17]. - The total equity attributable to shareholders of the parent company decreased to ¥841,092,136.82 from ¥1,050,794,495.86, a decline of about 20.0%[17]. - Current assets decreased from CNY 6,549,424,674.04 to CNY 5,726,521,065.06, reflecting a decline of approximately 12.6%[15]. - The company's cash and cash equivalents decreased from CNY 431,788,672.89 to CNY 303,282,613.09, a reduction of about 29.7%[15]. - Accounts receivable decreased from CNY 2,021,308,262.94 to CNY 1,646,087,304.48, representing a decline of approximately 18.5%[15]. - Inventory increased from CNY 2,567,959,050.35 to CNY 2,640,052,492.64, an increase of about 2.8%[15]. - Short-term borrowings increased from CNY 1,081,721,646.89 to CNY 1,190,602,425.94, an increase of approximately 10.1%[16]. - Total current liabilities decreased from CNY 6,328,971,925.48 to CNY 5,449,475,331.31, a decline of about 13.9%[16]. Cash Flow - The cash flow from operating activities for the year-to-date was -¥213,219,178.10, an improvement of 60.37% compared to the same period last year[5]. - The net cash flow from operating activities was negative at ¥213,219,178.10, an improvement from a negative cash flow of ¥537,972,361.34 in the previous period[22]. - Net cash flow from investment activities was -$22,437,000.56, a significant decrease compared to -$476,610,537.02 from the previous period[23]. - Total cash inflow from financing activities amounted to $1,375,116,750.54, down from $1,999,986,807.64 in the prior period[23]. - Cash outflow for debt repayment was $1,005,490,322.39, compared to $751,700,000.00 previously[23]. - The net increase in cash and cash equivalents was -$13,553,832.16, contrasting with an increase of $60,839,874.38 in the previous period[23]. - The ending balance of cash and cash equivalents stood at $109,309,724.81, down from $379,330,379.24[23]. - Cash inflow from investment activities totaled $481,989.00, a rise from $202,149.00 in the previous period[23]. - Cash outflow for the acquisition of fixed assets was $16,668,989.56, significantly higher than $474,812,686.02 previously[23]. - Cash received from borrowings was $1,186,825,769.38, compared to $1,679,422,161.62 in the prior period[23]. - Cash received from minority shareholders' investments was $2,200,000.00, down from $3,500,000.00[23]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 20,945[10]. - The largest shareholder, Zhu Ye, holds 15.64% of the shares, with 31,646,790 shares pledged[10]. - The company reported a total of 40,936,420 shares under lock-up agreements, with 40,690,300 shares remaining locked as of the reporting date[14]. - The company has a total of 5 major shareholders, with the largest shareholder holding 31,646,790 shares, representing a significant portion of the total equity[12]. Future Outlook - The company plans to maintain its focus on market expansion and new product development in the upcoming quarters[12]. Other Financial Metrics - The weighted average return on net assets was -23.83%, a decline of 31.44% compared to the previous year[5]. - Research and development expenses were ¥71,089,816.97, down 52.8% from ¥150,178,776.78 in the previous period[19]. - Other income increased significantly to ¥138,669,062.98 from ¥20,725,758.14, marking a growth of 570.5%[19]. - The company reported a significant increase in financial asset impairment losses, totaling ¥124,551,585.03, compared to ¥68,679,421.37 in the previous period[20]. - The third quarter financial report was not audited[24].

Core Insights - The semiconductor exhaust gas treatment equipment is essential for ensuring compliance with environmental regulations during wafer manufacturing and packaging testing, converting harmful substances into harmless ones through various methods [1][2][4] - The industry has received significant support from national policies, creating a comprehensive framework for development and a clear upgrade path, leading to a projected market size of 1,302.8 billion yuan by 2024 [1][4][5] - The market is transitioning from single equipment sales to a "technology + service" model, with increasing penetration of third-party treatment solutions [1][6][10] Industry Overview - Semiconductor exhaust gas treatment equipment is designed to handle various harmful substances produced during manufacturing, ensuring compliance with environmental regulations [2][3] - The equipment types include activated carbon adsorption, catalytic oxidation, thermal oxidation, biological filters, condensation absorption, and scrubbers, each targeting specific types of waste gas [3][4] Market Dynamics - The Chinese semiconductor market is expected to reach 1,302.8 billion yuan in 2024, a 47.2% increase from 884.8 billion yuan in 2020, with a compound annual growth rate (CAGR) of 10.5%, significantly outpacing the global growth rate of 5.2% [5][6] - The global semiconductor exhaust gas treatment market is projected to grow from approximately 1.38 billion USD in 2024 to 1.46 billion USD in 2025 [6] Policy Support - Recent national policies, including the "High-Quality Development Action Plan for Environmental Equipment Manufacturing Industry (2022-2025)" and the "Air Quality Continuous Improvement Action Plan," provide a clear upgrade path and broad market opportunities for the industry [4][5] Competitive Landscape - The industry features a mix of international giants and leading domestic companies, with firms like Edwards Vacuum and Ebara dominating the high-end market, while local companies like Shengjian Technology and Jingyi Equipment are expanding in the mid-range market [6][10] - The competition is shifting from price-based to technology and service capabilities, with local firms increasingly closing the gap with international brands [10][11] Future Trends - The industry is moving towards smart and low-carbon solutions, integrating IoT and AI for real-time monitoring and dynamic adjustments, enhancing operational efficiency [9][11] - The focus on carbon capture and resource recovery technologies is emerging, with some equipment already capable of recovering useful components from specific waste gases [11]

Market Overview - The environmental equipment sector rose by 0.64% on October 22, with ST Xianhe leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - ST Xianhe (300137) closed at 8.02, up 4.43% with a trading volume of 138,100 shares and a turnover of 110 million yuan [1] - Yutong (600817) closed at 11.76, up 2.89% with a trading volume of 83,400 shares [1] - Jiuwu High-Tech (300631) closed at 31.67, up 2.39% with a trading volume of 166,000 shares [1] - Other notable performers include Falunsheng (000890) up 1.65% and Chulin Technology (001336) up 1.48% [1] Fund Flow Analysis - The environmental equipment sector experienced a net outflow of 22.79 million yuan from institutional investors, while retail investors saw a net outflow of 17.78 million yuan [2] - Conversely, speculative funds recorded a net inflow of 40.58 million yuan [2] Individual Stock Fund Flow - Huahong Technology (002645) had a net inflow of 17.58 million yuan from institutional investors, while retail investors faced a net outflow of 38.68 million yuan [3] - Zhitong Heavy Industry (600817) saw a net inflow of 11.17 million yuan from institutional investors, with retail investors also experiencing a net outflow [3] - Longyuan Technology (300105) had a net inflow of 7.25 million yuan from institutional investors, while retail investors faced a net outflow of 3.56 million yuan [3]