Core Viewpoint - Jun Cheng Technology experienced a decline of 1.87% in stock price on September 25, with a trading volume of 34.87 million yuan, indicating potential market volatility and investor sentiment shifts [1]. Financing Summary - On September 25, Jun Cheng Technology had a financing buy-in amount of 4.77 million yuan, with a net financing buy of 3.04 million yuan after 1.73 million yuan in financing repayments [1]. - The total financing and securities balance reached 72.05 million yuan, accounting for 2.29% of the circulating market value, which is above the 70th percentile of the past year, indicating a high level of financing activity [1]. - There were no securities sold or repaid on the same day, with a securities balance of 0.00 yuan, placing it in the 90th percentile of the past year, suggesting a lack of short-selling activity [1]. Company Performance - As of September 19, the number of shareholders for Jun Cheng Technology was 8,770, a slight decrease of 0.10%, while the average circulating shares per person increased by 0.10% to 11,587 shares [2]. - For the first half of 2025, Jun Cheng Technology reported a revenue of 461 million yuan, reflecting a year-on-year growth of 13.38%, and a net profit attributable to shareholders of 54.17 million yuan, which is a 0.69% increase year-on-year [2]. Dividend and Shareholding Information - Since its A-share listing, Jun Cheng Technology has distributed a total of 135 million yuan in dividends, with 113 million yuan distributed over the past three years [3]. - As of June 30, 2025, the second-largest circulating shareholder is the Da Cheng CSI 360 Internet + Index A, holding 514,900 shares, an increase of 46,100 shares from the previous period [3]. - The fifth-largest circulating shareholder is the Bo Dao Growth Intelligent Navigation Stock A, holding 277,600 shares, which is an increase of 61,600 shares compared to the previous period [3].

国泰海通证券股份有限公司 关于江苏骏成电子科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐人名称：国泰海通证券股份有限公司 | 被保荐公司简称：骏成科技 | | --- | --- | | 保荐代表人姓名：何立 | 联系电话：021-23219000 | | 保荐代表人姓名：吴俊 | 联系电话：021-23219000 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 | | 2.督导公司建立健全并有效执行规章制度的 | | | 情况 | | | （1）是否督导公司建立健全规章制度（包括 但不限于防止关联方占用公司资源的制度、 | 是 | | 募集资金管理制度、内控制度、内部审计制度、 | | | 关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 1 | | （2）公司募集资金项目进展是否与信息披露 | 是 | | 文件一致 | ...

Jin Mao Law Firm 金 茂 律 師 事 務 所 40 th Floor Bund Center, 222 East Yan An Road, Shanghai 200002, P.R.China 中国上海市延安东路 222 号外滩中心 40 楼 200002 Tel/电话:(8621) 6249 6040 Fax/传真:(8621) 6249 5611 Website/网址: www.jinmao.com.cn 上海市金茂律师事务所 关于江苏骏成电子科技股份有限公司 2025年第二次临时股东大会之法律意见书 致：江苏骏成电子科技股份有限公司 江苏骏成电子科技股份有限公司（以下简称"公司"）2025 年第二次临时股 东大会（以下简称"本次股东大会"）于 2025 年 9 月 11 日下午在句容市华阳北路 41 号公司会议室召开。上海市金茂律师事务所（以下简称"本所"）经公司聘请 并接受公司委托，委派茅丽婧律师、赵可沁律师（以下简称"本所律师"）出席本 次股东大会，并根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（ ...

证券代码：301106 证券简称：骏成科技 公告编号：2025-039 江苏骏成电子科技股份有限公司 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： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间： 现场会议时间：2025 年 9 月 11 日（星期四）下午 15:00。 2025 年第二次临时股东大会决议公告 网络投票时间：2025 年 9 月 11 日 通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 9 月 11 日 （星期四）上午 9:15-9:25，9:30-11:30，下午 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 9 月 11 日（星期四）上午 9:15 至下 午 15:00 期间的任意时间。 2、会议召开地点：句容市华阳北路 41 号公司会议室。 3、会议召开方式：现场表决和网络表决相结合的方式。 4、会议召集人：董事会 5、会议主持人：董事长应发祥 6、召开情况 ...

Group 1 - The company, Junchen Technology, confirmed that its products can be applied in the energy storage industry chain, specifically in photovoltaic and wind power sectors [2] - The company anticipates that this application will create new business growth opportunities, particularly in distributed energy, energy storage, and charging piles, which require the installation of corresponding electric meters [2]

Core Points - The company Jun Cheng Technology reported a decrease in the number of shareholders to 8,779 as of August 31, down by 764 from the previous period, representing a decline of 8.01% [2] - The closing price of Jun Cheng Technology was 30.07 yuan, down 1.15%, with a cumulative decline of 9.43% since the concentration of shares began, showing 4 days of increase and 9 days of decrease [2] - The latest margin trading data as of September 8 indicates a total margin balance of 71.3754 million yuan, with an increase of 8.5672 million yuan, reflecting a growth of 13.64% [2] - The company's semi-annual report showed a revenue of 461 million yuan for the first half of the year, a year-on-year increase of 13.38%, and a net profit of 54.1664 million yuan, a year-on-year increase of 0.69%, with basic earnings per share at 0.5330 yuan and a weighted average return on equity of 4.32% [2]

Core Viewpoint - Jun Cheng Technology (301106.SZ) is expected to experience new business growth opportunities in the photovoltaic and wind power sectors due to the increasing demand for electric meters in these renewable energy fields [1] Group 1: Business Opportunities - The company's products can be applied in electric meters for photovoltaic and wind power sectors [1] - The distributed energy, energy storage, and charging pile sectors require the installation of corresponding electric meters, which will enhance usage intensity [1]

Core Viewpoint - Jun Cheng Technology (301106.SZ) has stated on its interactive platform that the company currently has no applications for lithium niobate photonics [1] Company Summary - Jun Cheng Technology is not engaged in any lithium niobate photonics applications at this time [1]

Core Viewpoint - Jun Cheng Technology (301106) reported a mixed performance in its 2025 mid-year financial results, with revenue growth but declining profit margins and net profit in the second quarter [1]. Financial Performance - Total revenue for the first half of 2025 reached 461 million yuan, a year-on-year increase of 13.38% [1]. - Net profit attributable to shareholders was 54.17 million yuan, up 0.69% year-on-year [1]. - In Q2 2025, total revenue was 267 million yuan, reflecting a 9.19% increase year-on-year, while net profit decreased by 9.12% to 29.30 million yuan [1]. Profitability Metrics - Gross margin stood at 22.35%, down 8.86% year-on-year [1]. - Net margin was 11.74%, a decline of 11.19% compared to the previous year [1]. - The total of selling, administrative, and financial expenses was 17.24 million yuan, accounting for 3.74% of revenue, which is a 4.77% increase year-on-year [1]. Cash Flow and Assets - Cash and cash equivalents increased significantly by 73.10% to 496 million yuan [1]. - Operating cash flow per share was 0.74 yuan, a substantial increase of 487.25% year-on-year [1]. Receivables and Debt - Accounts receivable amounted to 327 million yuan, a 4.62% increase year-on-year, with accounts receivable to net profit ratio reaching 342.67% [1][3]. - The company reported interest-bearing liabilities of 21.24 million yuan [1]. Historical Performance - The company's return on invested capital (ROIC) was 6.66% last year, indicating average capital returns [1]. - Historical data shows a median ROIC of 17.66% since the company went public, with the lowest ROIC recorded in 2023 at 5.4% [1].

Core Insights - The company reported a total operating revenue of 461 million yuan and a net profit attributable to shareholders of 54.17 million yuan for the first half of 2025 [2] - The company's latest asset-liability ratio stands at 22.01%, which is an increase of 6.07 percentage points compared to both the previous quarter and the same period last year [2] - The gross profit margin has decreased to 22.35%, down by 2.17 percentage points year-on-year [2] - The return on equity (ROE) is reported at 4.35%, a decline of 0.21 percentage points compared to the same period last year [2] Financial Performance - The diluted earnings per share (EPS) is 0.53 yuan, representing a decrease of 0.16 yuan or 23.23% year-on-year [3] - The total asset turnover ratio is 0.30 times [3] - The inventory turnover ratio is 2.87 times, which is a decrease of 0.37 times or 11.49% compared to the same period last year [3] Shareholder Information - The number of shareholders is 9,436, with the top ten shareholders holding a total of 75.35 million shares, accounting for 74.14% of the total share capital [3]