Core Insights - The report emphasizes the strong growth potential in the testing services industry, particularly driven by emerging sectors such as commercial aerospace and new technologies [4][6] - The testing services sector is closely linked to macroeconomic growth, with a projected global market size of approximately 2.3 trillion RMB by 2024, reflecting a CAGR of about 6% from 2021 to 2024 [4][24] - In China, the testing services market is expected to reach around 487.6 billion RMB by 2024, with a CAGR of approximately 10.5% from 2015 to 2024, indicating a robust growth trajectory [5][24] Industry Overview - The testing, inspection, and certification (TIC) industry serves various sectors including consumer goods, industrial products, and pharmaceuticals, covering all stages from R&D to production and distribution [16][24] - The industry is characterized by a large market space and stable growth, with demand closely tied to macroeconomic trends and government regulations [20][24] - Emerging technologies such as AI, electric vehicles, and commercial aerospace are expected to create new testing demands, raising the entry barriers for new players [6][20] Company Performance - The report analyzes 19 listed companies in the testing services sector, highlighting their revenue and profit performance, with notable companies including Huace Testing, Guangdian Measurement, and Su Testing [2][11] - In the first three quarters of 2025, the testing services sector in China reported a revenue of 30.4 billion RMB, a decline of 7% year-on-year, but a growth of 3% when excluding companies heavily involved in medical testing [5][57] - Leading companies such as Huace Testing, Guangdian Measurement, and Su Testing demonstrated superior performance, with revenue growth rates of 7%, 12%, and 9% respectively, significantly outpacing the industry average [5][62] Market Dynamics - The testing services market is experiencing a structural shift, with a trend towards consolidation as larger firms gain market share and smaller firms face challenges [44][50] - The report notes that the majority of testing institutions in China are small and micro-sized, which limits their ability to withstand economic pressures [50][51] - Government policies are increasingly supporting the marketization and consolidation of testing institutions, aiming to enhance the overall quality and efficiency of the industry [51][53] Financial Metrics - The report indicates that the average gross margin for the testing services sector has improved, reaching 26.2% in the first three quarters of 2025, reflecting a recovery in profitability [63] - The accounts receivable turnover days have increased from 90 days in 2019 to 176 days in 2025, indicating a slowdown in cash flow and potential credit risks within the industry [67][68] - The report highlights that the proportion of accounts receivable in relation to revenue has risen to 50%, suggesting increasing challenges in managing receivables [71]

Group 1 - The company emphasizes its commitment to improving internal management systems in accordance with the Company Law and Securities Law [2] - Regarding Directors and Officers (D&O) liability insurance, the company will evaluate it based on the relevant provisions of the Corporate Governance Code for Listed Companies [2]

Core Insights - The news highlights significant corporate announcements and performance reports from various companies, indicating potential investment opportunities and market movements. Group 1: Corporate Announcements - Ge Weidong invested 1 billion yuan to subscribe for shares in Jianghuai Automobile's private placement, acquiring approximately 20.05 million shares at a price of 49.88 yuan per share, contributing to a total fundraising of about 3.5 billion yuan from eight investors [3][4] - *ST Cube completed its suspension review and will resume trading on February 11, 2026, after confirming no undisclosed significant matters related to the company [2] - Yunnan Baiyao plans to invest 137 million yuan in a second phase project for oral liquid production to meet growing market demand [11] Group 2: Performance Reports - Semiconductor manufacturer SMIC reported a 23.2% year-on-year increase in net profit for Q4 2025, reaching 1.223 billion yuan, driven by increased wafer sales and improved capacity utilization [5] - Special Biological Company reported a net profit of 1.038 billion yuan for 2025, reflecting a 25.39% increase year-on-year, attributed to stable sales of key products and new product approvals [6] - New Zobang achieved a net profit of 1.098 billion yuan in 2025, marking a 16.56% increase compared to the previous year [6] Group 3: Fundraising and Restructuring - New Han New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Chutian Long intends to raise up to 760 million yuan for the development of innovative safety products and digital operations [8] - Yi Yi Co. decided to terminate its plan to acquire 100% equity of a pet food company due to changes in the target company's operational conditions [8] Group 4: Major Contracts and Investments - Yunjiji Group signed an EPC contract worth 1.331 billion yuan for a cement production line and power station in Zimbabwe, representing 86.66% of the company's audited revenue for 2024 [9] - Solar Energy's subsidiary plans to acquire 100% of Jinhua Windling for 527 million yuan, enhancing its position in the solar power industry [9] - Yutong Technology intends to acquire 51% of Huayan Technology for 448.8 million yuan, which will become a subsidiary post-transaction [9]

Core Viewpoint - The controlling shareholder of Shupu Testing, Shipu (Shanghai) Enterprise Management Co., Ltd., plans to transfer 10.2 million non-restricted circulating shares, representing 8.5% of the company's total share capital, to Shanghai Zicheng Private Fund Management Co., Ltd. through a private agreement transfer [1] Group 1 - The share transfer will not trigger a mandatory bid and does not constitute a related party transaction [1] - After the completion of this equity change, there will be no change in the company's controlling shareholder or actual controller, and the control of the company will remain unchanged [1]

证券代码：301228 证券简称：实朴检测 公告编号：2026-006 实朴检测技术（上海）股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信 息一致。 重要内容提示： 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1、实朴检测技术（上海）股份有限公司（以下简称"公司"、"实朴检测"、 "上市公司"）控股股东实谱（上海）企业管理有限公司（以下简称"实谱投资"） 拟将持有的实朴检测非限售条件流通股 10,200,000 股,占公司总股本的 8.5000% （占剔除公司回购专用账户中 1,838,955 股后的比例为 8.6323%），通过协议转 让的方式转让给上海子呈私募基金管理有限公司（代表"子呈-鑫科锐进 5 号私 募证券投资基金"，基金编号 STP716）（以下简称"子呈基金"）。本次协议 转让完成后，子呈基金持有公司股份 10,200,000 股，占公司总股本的 8.5000%。 2、本次协议转让股份事项不触及要约收购，不构成关联交易。本次权益变 动完成后不会导致公司控股股东、实际控制人发生变化，不会导致公司控制权发 生变更。 3、本次协议转让股份事项需各方严 ...

实朴检测技术（上海）股份有限公司 简式权益变动报告书 上市公司名称：实朴检测技术(上海)股份有限公司 股票上市地点：深圳证券交易所 股票简称：实朴检测 股票代码：301228 信息披露义务人：实谱（上海）企业管理有限公司 住所/通讯地址：上海市闵行区中春路988号11幢2楼 一致行动人之二：上海宜实企业管理咨询合伙企业（有限合伙） 住所/通讯地址： 上海市徐汇区南丹路**** 权益变动性质：股份减少（协议转让） 签署日期：2026年2月10日 一、本报告书系依据《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、法规和规范性文件编写。 二、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 信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、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》和《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》的规定，本报告书已全面披露信息披露义务人在实朴检测技术（上 海）股份有限公司（以下简称"公司" ...

实朴检测技术（上海）股份有限公司 简式权益变动报告书 上市公司名称：实朴检测技术(上海)股份有限公司 股票上市地点：深圳证券交易所 股票简称：实朴检测 权益变动性质：股份增加（协议转让） 签署日期：2026年2月10日 1 信息披露义务人声明 一、本报告书系依据《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、法规和规范性文件编写。 二、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 信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、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》和《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》 的规定，本报告书已全面披露信息披露义务人在实朴检测技术（上海）股份有限公司（ 以下简称"公司"、"上市公司"、"实朴检测"）中拥有权益的股份变动情况。 股票代码：301228 信息披露义务人：上海子呈私募基金管理有限公司（代表"子呈-鑫科锐进5号私募 证券投资基金"）"，基金编号STP716） 住 ...

Group 1 - The company expects a net profit loss attributable to shareholders of 65 million to 77 million yuan for 2025, compared to a loss of 65.79 million yuan in the same period last year [1] - The main reason for the performance change is intensified industry competition leading to persistently low testing prices, along with a gradual contraction in soil three-dimensional business volume, putting overall operational pressure on the company [1] - During the reporting period, the company strengthened customer credit management and increased efforts in accounts receivable collection, resulting in a year-on-year decrease in bad debt provisions [1] Group 2 - The company optimized its strategic layout by orderly closing some laboratories, and the previously recognized deferred tax assets were reversed in the current period [1]

Group 1 - The company expects a net profit loss of 65 million to 77 million yuan for the year 2025, compared to a loss of 65.79 million yuan in the same period last year [1] - The ongoing intensification of industry competition has led to persistently low testing prices, which has put pressure on the company's overall operations [1] - The volume of the soil three-dimensional survey business is gradually shrinking, contributing to the company's operational challenges [1]

2025 年年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 证券代码：301228 证券简称：实朴检测 公告编号：2026-005 实朴检测技术（上海）股份有限公司 2、业绩预告情况：预计净利润为负值 | 项 | 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | 亏损：6,500 万元-7,700 | 万元 | 亏损：6,579 | | 万元 | | 东的净利润 | | | | | | | | 扣除非经常性损益 | | 亏损：7,600 万元-9,700 | 万元 | 亏损：6,702 | | 万元 | | 后的净利润 | | | | | | | 三、业绩变动原因说明 据将在《2025 年年度报告》中详细披露。敬请广大投资者谨慎决策，注意投资风险。 五、备查文件 1、报告期内，行业竞争持续加剧导致检测价格持续低迷，叠加土壤三普 ...