Group 1 - The core viewpoint of the article is that Shengbang Co., Ltd. primarily focuses on products used in the automotive, electrical, aviation, and nuclear protection sectors, with no current applications in the robotics industry [1]

Group 1 - The company has not yet ventured into the robotics supporting industry [2] - The company's products are primarily used in the automotive, electrical, aerospace, and nuclear protection sectors [2]

Group 1 - The company Shengbang Co., Ltd. reported that as of August 29, 2025, the number of shareholders is 8,672 [2]

Group 1 - On August 28, Shengbang Co., Ltd. experienced a stock price increase of 5.32%, with a trading volume of 289 million yuan [1] - The financing data for Shengbang on the same day showed a financing purchase amount of 50.72 million yuan and a net financing purchase of 6.30 million yuan, with a total financing and securities balance of 164 million yuan [1] - The current financing balance of 164 million yuan accounts for 12.15% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of August 20, the number of shareholders for Shengbang was 7,331, a decrease of 6.37% from the previous period, while the average circulating shares per person increased by 6.81% to 2,716 shares [1] - For the first half of 2025, Shengbang reported a revenue of 218 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 43.90 million yuan, up 3.77% year-on-year [1] - Since its A-share listing, Shengbang has distributed a total of 88.60 million yuan in dividends [2]

Financial Performance - The company reported a total revenue of 218 million yuan for the first half of 2025, representing a year-on-year increase of 14.29% [1] - The net profit attributable to shareholders was 43.9 million yuan, up 3.77% year-on-year [1] - In Q2 2025, total revenue was 111 million yuan, an increase of 8.86% year-on-year, while net profit decreased by 17.99% to 19.04 million yuan [1] - The gross margin was 36.8%, down 8.17% year-on-year, and the net margin was 20.15%, down 9.2% year-on-year [1] - The company’s accounts receivable reached 174 million yuan, a 14.59% increase year-on-year, with accounts receivable to net profit ratio at 199.93% [1][4] Cash Flow and Investment - Operating cash flow per share increased significantly by 247.84% to 0.45 yuan, indicating improved cash collection from sales [1] - The company experienced a 75.67% decrease in cash and cash equivalents due to investments in financial products [3] - Investment activities saw a net cash flow decrease of 646.48% due to increased investments in financial products and fixed asset acquisitions [3] Business Segments and Strategy - The company operates in four main business segments: automotive, electrical, aerospace, and nuclear protection, with automotive and electrical segments contributing significantly to revenue [4] - The company has focused on technological research and customer accumulation, leading to rapid growth in its automotive and electrical business segments [4]

Core Insights - The company reported a total revenue of 218 million yuan for the first half of 2025, an increase of 27.24 million yuan compared to the same period last year, marking a 14.29% year-on-year growth [1] - The net profit attributable to shareholders reached 43.90 million yuan, up by 1.59 million yuan from the previous year, reflecting a 3.77% year-on-year increase [1] - The net cash inflow from operating activities was 23.22 million yuan, an increase of 38.93 million yuan compared to the same period last year [1] Financial Ratios - The latest debt-to-asset ratio stands at 9.25%, a decrease of 1.25 percentage points from the same period last year [2] - The gross profit margin is reported at 36.80%, with a return on equity (ROE) of 4.66% [3] - The diluted earnings per share (EPS) is 0.87 yuan, an increase of 0.04 yuan year-on-year, representing a 4.46% growth [3] - The total asset turnover ratio is 0.21 times, an increase of 0.02 times from the previous year, reflecting a 10.91% year-on-year growth [3] - The inventory turnover ratio is 1.61 times, up by 0.22 times compared to the same period last year, indicating a 16.21% year-on-year increase [3] Shareholder Information - The number of shareholders is 7,722, with the top ten shareholders holding 34.23 million shares, accounting for 66.50% of the total share capital [4]

Core Insights - Shengbang Co., Ltd. (301233.SZ) released its semi-annual report for 2025 on August 26, 2025, indicating a significant update on institutional ownership [1] Institutional Ownership - As of August 25, 2025, there are two institutional investors disclosing their holdings in Shengbang Co., Ltd. A-shares, with a total holding of 269,400 shares, representing 0.52% of the total share capital [1] - The institutional investors include UBS AG and Suzhou Guowai Investment Management Co., Ltd. - Guowai Huirong No. 2 Private Securities Investment Fund [1] - Compared to the previous quarter, the total institutional holding ratio increased by 0.52 percentage points [1]

| 国金证券股份有限公司 | | --- | | 关于成都盛帮密封件股份有限公司 | | 保荐机构名称：国金证券股份有限公司 被保荐公司简称：盛帮股份 | | 保荐代表人姓名：陈竞婷 联系电话：028-86690159 | | 保荐代表人姓名：鲁飞 联系电话：028-86690159 | | 一、保荐工作概述 | | 项目 工作内容 | | （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次 | | （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、募集资金管理制度、 是 | | 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 | | （1）查询公司募集资金专户次数 常规按月根据商业银行的对账单监督和检 | | 查公司募集资金的使用情况 | | （2）公司募集资金项目进展是否与信息披露文件一致 是 | | （1）列席公司股东大会次数 1次 | | （2）列席公司董事会次数 0次 | | （3）列席公司监事会次数 0次 | | （1）现场检查次数 1次 | | （2）现场检查报告是否按照本所规 ...

Group 1 - The fifth meeting of the supervisory board of Chengdu Shengbang Sealing Components Co., Ltd. was held on August 22, 2025, and the meeting was legally valid with all three supervisors present [1] - The supervisory board approved the preparation of the 2025 semi-annual report, stating that the report accurately reflects the company's operational status and results, with no false records or misleading statements [1] - The voting result for the approval of the semi-annual report was 3 votes in favor, 0 votes against, and 0 abstentions [1] Group 2 - The supervisory board also reviewed the special report on the use of raised funds as of June 30, 2025, confirming its compliance with relevant regulations [2] - The voting result for the approval of the special report on the use of raised funds was also 3 votes in favor, 0 votes against, and 0 abstentions [2] - Detailed content of the semi-annual report and the special report on the use of raised funds can be found on the company's announcement on the Giant Tide Information Network [2]

Group 1 - The company announced the approval of multiple proposals during the 19th meeting of its fifth board of directors, including the full text and summary of the 2025 semi-annual report [2]