关于控股股东及实际控制人通过协议转让方式进行股票质押式 回购交易违约处置暨权益变动的提示性公告 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。 特别提示： 证券代码：301030 证券简称：仕净科技 公告编号：2025-053 苏州仕净科技股份有限公司 1、苏州仕净科技股份有限公司（以下简称"公司""仕净科技"）控股股东 及实际控制人朱叶女士（以下简称"出让方""转让方"或"乙方"）为归还股票质 押融资，与北京天蝎座资产管理有限公司（以下简称"甲方"、"受让方"或"天蝎 座 32 号私募基金"）、山东省国际信托股份有限公司（以下简称"山东国际信托"、 "质权人"或"丙方"）签署了《股份转让协议》，将其持有且质押给山东国际信托 的 10,099,760 股公司股份（占公司总股本的 4.99%，占剔除公司回购专用证券账 户股份后的总股本 5.02%）拟通过协议转让方式进行股票质押式回购交易违约处 置，以股份转让价款偿还其在质权方的部分股票质押融资债务。 2、本次协议转让股份不触及要约收购，公司实际控制权未发生变化，对公 司生产经营、公司治理等方面不会产生影响。 3 ...

苏州仕净科技股份有限公司 简式权益变动报告书 上市公司名称：苏州仕净科技股份有限公司 股票上市地点：深圳证券交易所股票 简称：仕净科技 股票代码：301030 信息披露义务人一：朱叶 住所/通讯地址：江苏省苏州市相城区*** 信息披露义务人二：叶小红 住所/通讯地址：江苏省苏州市相城区*** 信息披露义务人三：董仕宏 住所/通讯地址：江苏省苏州市相城区*** 变动性质：股份减少，持股比例下降 签署日期：2025年9月1日 1 信息披露义务人声明 一、本报告书是依据《中华人民共和国公司法》、《中华人民共和国证券 法》、《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格 式准则第15号——权益变动报告书》及相关法律、法规、规范性文件之规定编 写。 二、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定， 本报告书已全面披露信息披露义务人在苏州仕净科技股份有限公司拥有权益的 股份。截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务人 没有通过任何其他方式增加或减少在苏州仕净科技股份有限公司拥有权益的股 份。 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反 信息 ...

Group 1 - The core viewpoint of the article highlights the recognition of Yang Baolong, the Secretary of the Board of Shijin Technology, who won the 11th Golden Unicorn Outstanding Secretary Award for his exceptional professional capabilities and performance [1][2] - The Golden Unicorn Award has been held for eleven sessions, recognizing over 900 outstanding secretaries, and is considered a highly authoritative award in the industry [1] - The evaluation criteria for the award include the quality of information disclosure, effectiveness of investor communication, and contributions to corporate governance, ESG construction, and capital operations [1] Group 2 - An excellent secretary can effectively convey company value in complex market environments and innovate communication methods while adhering to compliance [2] - Yang Baolong is recognized as a representative of this group, reflecting both his personal capabilities in capital communication and the high recognition of Shijin Technology's governance level and value growth by the market and investors [2]

Group 1 - Suzhou Shijin Technology Co., Ltd. (Stock Code: 301030.SZ) is involved in a penalty related to its construction project in the Tai'an High-tech Industrial Development Zone, with a fine of 891,000 yuan imposed on the company and 80,190 yuan on its project manager [1] - The company was established in 2005 with a registered capital of 100 million yuan and holds 147 patents, indicating its high technical level in environmental pollution control [3] - As of the end of the reporting period, the company has 13 subsidiaries and 2 branches, along with its own research and development center [3] Group 2 - In the first half of 2025, the company reported a revenue of 1.06 billion yuan, a decrease of 48.24% year-on-year [7][8] - The net profit attributable to shareholders was -120.15 million yuan, reflecting a decline of 193.14% compared to the previous year [7][8] - The company's cash flow from operating activities was -149.90 million yuan, showing an improvement of 57.42% from the previous year [8] - The total assets at the end of the reporting period were approximately 9.74 billion yuan, down 7.11% from the end of the previous year [8]

Core Viewpoint - The recent financial report of Shijin Technology (301030) indicates a significant decline in revenue and profit, raising concerns about the company's financial health and operational efficiency [1][3]. Financial Performance - For the first half of 2025, the company reported total revenue of 1.057 billion yuan, a year-on-year decrease of 48.24% [1]. - The net profit attributable to shareholders was -120 million yuan, representing a year-on-year decline of 193.14% [1]. - In Q2 2025, total revenue was 322 million yuan, down 72.76% year-on-year, with a net profit of -173 million yuan, a staggering decline of 449.08% [1]. - The gross margin fell to 6.48%, a decrease of 72.31% compared to the previous year, while the net margin was -11.5%, down 283.09% [1]. - The total of financial, sales, and management expenses reached 170 million yuan, accounting for 16.12% of total revenue, an increase of 100.84% year-on-year [1]. Key Financial Ratios - The company's return on invested capital (ROIC) has been historically low, with a median of 8.45% since its listing, and a particularly poor ROIC of -14.76% in 2024 [3]. - The cash flow situation is concerning, with cash and cash equivalents at 341 million yuan, down 65.89% year-on-year [1]. - The company has a debt ratio of 32.18%, indicating a significant level of financial leverage [3]. Business Model and Strategy - The company's performance is primarily driven by research and development, necessitating a closer examination of the underlying factors supporting this model [3]. - The company has experienced one loss year since its listing, suggesting potential volatility in its financial performance [3]. Market Position and Investor Sentiment - Analysts project a modest performance for 2025, with expected earnings of 22 million yuan and an average earnings per share of 0.11 yuan [4]. - Several funds have increased their holdings in Shijin Technology, indicating some level of investor confidence despite the recent financial struggles [5].

Market Overview - The Shanghai Composite Index is at 3863.48 points, with a change of +0.52% [1] - The total trading volume of A-shares is 23194.40 billion yuan [1] Technical Analysis - A total of 138 A-shares have seen their 5-day moving average cross below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Shijin Technology: 5-day MA at 18.74 yuan, 10-day MA at 19.12 yuan, difference of -1.98% [1] - *ST Guandian: 5-day MA at 5.05 yuan, 10-day MA at 5.12 yuan, difference of -1.27% [1] - Furande: 5-day MA at 15.27 yuan, 10-day MA at 15.46 yuan, difference of -1.20% [1] Individual Stock Performance - Shijin Technology: Today's change -10.86%, trading turnover 10.44% [1] - *ST Guandian: Today's change -0.21%, trading turnover 0.56% [1] - Furande: Today's change +1.48%, trading turnover 0.71% [1] - Other notable stocks with negative performance include: - Hengshang Energy: -1.13% [1] - Siter Technology: -1.48% [1] - Century Tianhong: -2.13% [1] Additional Stocks with Moving Average Cross - Honglu Steel Structure: 5-day MA at 17.66 yuan, 10-day MA at 17.78 yuan, difference of -0.70% [2] - Shengxiang Biology: 5-day MA at 21.76 yuan, 10-day MA at 21.90 yuan, difference of -0.64% [2] - Other stocks with negative changes include: - Yuanchuang Information: -1.92% [2] - Kelong Shares: -2.28% [2] - Ruikang Medicine: -1.69% [2]

Market Overview - The Shanghai Composite Index closed at 3857.93 points, with a change of 0.37% [2] - The total trading volume of A-shares reached 28301.97 billion yuan [2] Technical Analysis - A total of 137 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [2] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Shijin Technology: 5-day MA at 18.72 yuan, 10-day MA at 19.11 yuan, a difference of -2.03% [2] - Guandian: 5-day MA at 5.05 yuan, 10-day MA at 5.12 yuan, a difference of -1.31% [2] - Furande: 5-day MA at 15.28 yuan, 10-day MA at 15.46 yuan, a difference of -1.16% [2] Individual Stock Performance - Shijin Technology saw a decline of 11.39% with a turnover rate of 12.22% [2] - Guandian experienced a slight decrease of 0.62% with a turnover rate of 0.83% [2] - Furande increased by 1.89% with a turnover rate of 0.90% [2] - Other notable declines include: - Century Tianhong: down 2.59% [2] - Qiji: down 1.63% [2] - Xuanya: down 2.62% [2] Summary of Key Stocks - Stocks with significant declines and their respective metrics include: - Shijin Technology: latest price at 16.73 yuan, deviating -12.45% from the 10-day MA [2] - Guandian: latest price at 4.78 yuan, deviating -6.55% from the 10-day MA [2] - Furande: latest price at 15.12 yuan, deviating -2.21% from the 10-day MA [2]

Core Viewpoint - The financial performance of Shijin Technology (301030.SZ) has significantly declined in 2024 and the first half of 2025, with substantial losses reported in both revenue and net profit [1][2]. Financial Performance Summary - In the first half of 2025, the company achieved operating revenue of 1.057 billion yuan, a year-on-year decrease of 48.24%, and a net profit attributable to shareholders of -120 million yuan, compared to 129 million yuan in the same period last year [1]. - For the year 2024, the company reported operating revenue of 2.054 billion yuan, down 40.34% year-on-year, with a net profit attributable to shareholders of -771 million yuan, compared to 217 million yuan in the previous year [1]. - The net profit excluding non-recurring gains and losses for 2024 was -859 million yuan, a decline from 237 million yuan in the previous year [1]. - The net cash flow from operating activities for 2024 was -547 million yuan, compared to -130 million yuan in the previous year [1]. Fundraising Activities Summary - The company raised a total of 203 million yuan through its initial public offering (IPO), with a net amount of 142 million yuan after deducting issuance costs, which was 322 million yuan less than the original plan of 464 million yuan [2]. - The total fundraising from the IPO and subsequent issuance to specific investors amounted to 623 million yuan [4]. - In 2023, the company issued 9,845,288 shares at a price of 42.66 yuan per share, raising approximately 420 million yuan, with a net amount of about 411 million yuan after expenses [3].

Core Insights - The environmental equipment sector experienced a decline of 1.71% on August 29, with Shijun Technology leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Environmental Equipment Sector Performance - Shijun Technology's stock price fell by 11.39% to 16.73, with a trading volume of 247,000 shares and a transaction value of 420 million yuan [2] - Other notable declines included Meier Technology down 4.63% to 48.60, and Fida Environmental down 3.30% to 5.27 [2] - The sector saw a net outflow of 218 million yuan from main funds, while retail investors contributed a net inflow of 155 million yuan [2][3] Individual Stock Analysis - Yanjun Co. saw a net inflow of 8.66 million yuan from main funds, but a net outflow of 7.12 million yuan from retail investors [3] - Fida Environmental had a net inflow of 5.65 million yuan from main funds, but a significant outflow of 18.63 million yuan from speculative funds [3] - The overall trend indicates a mixed response from different investor categories, with main funds showing a cautious approach while retail investors remained more optimistic [3]

Industry Overview - The photovoltaic industry remains under pressure in the first half of 2025, with 31 major listed companies in the supply chain reporting a combined net loss exceeding 12.58 billion, a year-on-year increase of over 270% [1] - Despite an increase in demand, the rapid expansion of production capacity has led to a significant mismatch between supply and demand, with global photovoltaic installations expected to reach 530 GW in 2024 and demand projected at 570-630 GW in 2025 [1] - The industry is facing a dual challenge of declining prices and excess capacity, with polysilicon and silicon wafer production experiencing negative growth, leading to significant losses for some companies [1] Export Challenges - The export value of photovoltaic products has decreased by 26% year-on-year due to complex international dynamics, including high anti-dumping tariffs in the U.S. and increased trade barriers in the EU [2] - Despite government efforts to regulate the industry and combat unfair competition, the effects have not yet been rapidly realized in the first half of 2025 [2] Company Performance - Shijin Technology has demonstrated strong resilience, achieving a revenue of 1.057 billion in the first half of 2025, leveraging its core technological advantages and research accumulation [2] - The company is diversifying its business structure to mitigate risks associated with reliance on a single business segment, particularly in the industrial pollution control sector [2] Technological Advancements - In the photovoltaic sector, Shijin Technology's TOPCon battery project has achieved a conversion efficiency of 26.5% and is expected to drive rapid revenue growth [3] - The company is also advancing a solar cell project in Puebla, Mexico, which is supported by local government policies, ensuring stable resource supply and facilitating project progress [3] Market Dynamics - The photovoltaic industry is showing signs of demand recovery, with price stabilization and increased orders driven by a surge in installations and emerging markets [3] - Recent government policies aim to shift the industry from price competition to value competition, which may lead to a recovery in prices and profitability [4] Future Outlook - Analysts expect Shijin Technology's equipment orders to recover in 2025, with steady growth anticipated as downstream expansion continues [4] - The company is positioned to benefit from the industry's recovery, with advanced production capacity and diversified customer base, potentially marking a turning point in its operations [4]