证券日报网讯汉朔科技（301275）9月4日在互动平台回答投资者提问时表示，公司为泛零售领域客户提 供以电子价签系统为核心的智慧零售综合解决方案。其中智能终端电子价签产品有多个产品系列及型 号，价格区间存在差异。根据公司公开信息，2024年上半年公司多个产品系列的平均单价为42.10元。 ...

中国国际金融股份有限公司 关于汉朔科技股份有限公司 1 二、现场培训的主要内容 本次培训主要介绍了以下内容： 2025 年度持续督导培训情况的报告 深圳证券交易所： 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据《深 圳证券交易所上市公司自律监管指引第 13 号——保荐业务》和《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》等相关法律法规 的要求，对汉朔科技股份有限公司（以下简称"汉朔科技"、"公司"）的控股股东、 实际控制人、董事、高级管理人员及关键岗位人员等进行了 2025 年度持续督导 培训，报告如下： 一、本次持续督导培训的基本情况 实施本次持续督导培训前，中金公司编制了培训讲义，提前要求公司的控股 股东、实际控制人、董事、高级管理人员及关键岗位人员等相关人员了解培训内 容并参加。 本次培训于 2025 年 8 月 22 日在公司办公地会议室进行，通过采取现场和线 上远程会议相结合的方式对控股股东、实际控制人、董事、高级管理人员及关键 岗位人员进行了培训。 现场培训中，中金公司通过现场讲解培训资料的方式，从多个维度介绍了上 市公司规范运作、创业板信息披露 ...

Group 1: Zhujiang Beer (002461.SZ) - Zhujiang Beer is the leading regional beer brand in Guangdong Province, with a strong market foundation and high consumer recognition. The flagship product, 97 Pure Draft, is leading product upgrades and capturing market share from competitors [6][7]. - The company has experienced continuous revenue and profit growth, with a CAGR of 7.8% in revenue and 9.2% in net profit from 2020 to 2024. The proportion of high-end products has increased significantly from 49.1% in 2019 to 70.8% in 2024 [6][7]. - The new management team, including a newly appointed chairman and general manager, is expected to drive further growth and innovation. The company has a solid reserve of high-end products and aims to expand its market presence outside Guangdong [7]. Group 2: Hanshuo Technology (301275.SZ) - Hanshuo Technology's revenue for the first half of 2025 was 1.974 billion yuan, a year-on-year decrease of 7%, with a net profit of 222 million yuan, down 42% year-on-year. The company is focusing on the North American market, which shows significant growth potential [16][17]. - The global demand for retail digitalization continues to grow, with electronic shelf label (ESL) module shipments reaching 248 million units in the first half of 2025, a 56% increase year-on-year. The demand from major retailers like Walmart is expected to drive further digital upgrades in the retail sector [16][17]. - The company has established a comprehensive business system centered on electronic shelf label systems and SaaS cloud platform services, with international operations in over 70 countries [17]. Group 3: Guoci Materials (300285.SZ) - Guoci Materials reported a revenue of 2.154 billion yuan in the first half of 2025, a year-on-year increase of 10.29%, with a net profit of 332 million yuan, up 0.38% year-on-year. The company is experiencing growth in electronic materials and new energy materials [18][19]. - The company’s six major business segments are developing synergistically, with a projected net profit of 774 million yuan, 886 million yuan, and 1.058 billion yuan for 2025-2027, respectively [19][20]. - The company is focusing on strategic investments and acquisitions to enhance its capabilities in clinical materials and digital equipment, particularly in the biomedical materials sector [20]. Group 4: Yuhua Software (300339.SZ) - Yuhua Software achieved a revenue of 1.747 billion yuan in the first half of 2025, a year-on-year increase of 10.55%, while the net profit decreased by 29.43% to 60 million yuan. The company is actively promoting its innovative business [22][23]. - The company’s gross margin was 23.72%, down 2.36 percentage points year-on-year, but it has optimized its expense ratios, leading to improved operational efficiency [23][24]. - The revenue from innovative business segments reached approximately 368 million yuan, accounting for 21.07% of total revenue, indicating a growing contribution from new business areas [24]. Group 5: New Dairy Industry (002946.SZ) - New Dairy Industry reported a revenue of 5.526 billion yuan in the first half of 2025, with a net profit of 397 million yuan, reflecting a year-on-year increase of 33.8%. The company’s low-temperature strategy is showing significant results [48][49]. - The direct-to-consumer (DTC) model has driven growth, with revenue from this channel increasing by 23% to 3.39 billion yuan, representing 66.3% of total revenue [48][49]. - The company is focusing on core markets and has achieved stable growth in key regions, with a notable increase in high-end fresh milk sales [48][49].

Group 1 - The core viewpoint of the news is that Hanshuo Technology (SZ 301275) is actively engaging with investors and has reported a significant focus on digitalization in its retail operations [1][2]. - As of the latest report, Hanshuo Technology's market capitalization stands at 24.5 billion yuan [3]. - The company has announced that its retail store digitalization accounts for 100% of its revenue for the year 2024 [2]. Group 2 - On August 28, 2025, Hanshuo Technology will participate in an investor research meeting hosted by CICC, with key company executives present to address investor inquiries [1].

Group 1: Company Overview - Hanshuo Technology is a well-known provider of digital solutions for retail stores, focusing on electronic price tag systems as part of its smart retail solutions [3] - The company aims to bridge the digital gap between online and offline retail, enhancing operational efficiency and consumer shopping experiences through IoT technology [3] Group 2: Financial Performance - In the first half of 2025, the company's total assets reached CNY 6.345 billion, a year-on-year increase of 22.52% [3] - Operating revenue was CNY 1.874 billion, a decline of 6.73% year-on-year [3] - Net profit attributable to shareholders was CNY 222 million, down 41.68% year-on-year [3] - Net profit excluding non-recurring gains and losses was CNY 287 million, a decrease of 20.40% year-on-year [3] Group 3: Market Expansion and Challenges - The company has a solid foundation for future revenue growth through market expansion and customer reserves in the U.S. [4] - The U.S. market's growth has been impacted by tariff policies, which have slowed customer demand [4] - Some large customer orders are expected to be released in later quarters, contributing to future revenue [4] Group 4: Industry Trends - Global demand for retail digitalization continues to grow, with ESL module shipments reaching 248 million units in the first half of 2025, a 56% year-on-year increase [4] - The U.S. Walmart's large-scale application of electronic price tag solutions serves as a strong market driver [4] - In Europe, the penetration of electronic price tags is expanding from daily goods to other retail sectors, with a significant update cycle expected in Western Europe [4] Group 5: Product Strategy and Competitive Advantage - The company focuses on technological innovation to maintain its competitive edge in electronic price tag solutions [5] - The electronic price tag has evolved from a simple pricing tool to a multifunctional core device for store digital operations [5] - The company is expanding its product offerings to include AIoT solutions and digital energy management for retail, aiming to meet the increasing digitalization demands of large retail clients [5]

Investment Rating - The investment rating for the company is "Buy" [5][10]. Core Views - The company has experienced a decline in revenue and net profit in the first half of 2025, with revenue at 1.974 billion yuan (YoY -7%) and net profit at 222 million yuan (YoY -42%) [1][5]. - The global demand for retail digitalization continues to grow, with a significant increase in electronic shelf label (ESL) module shipments, which reached 248 million units in the first half of 2025, a 56% year-on-year increase [1][2]. - The company has established a comprehensive business system centered around electronic price tag systems and SaaS cloud platform services, and has expanded its international presence to over 70 countries and regions [2][5]. Financial Performance Summary - In the first half of 2025, the company's gross margin was 31.6%, down 5.7 percentage points from the first half of 2024, and the net profit margin was 11.2%, down 6.7 percentage points from the previous year [1]. - The company expects revenue growth from 5.16 billion yuan in 2025 to 7.31 billion yuan in 2027, with projected growth rates of 15%, 18%, and 20% respectively [2][3]. - The earnings per share (EPS) is projected to increase from 1.94 yuan in 2025 to 2.76 yuan in 2027, with a corresponding decrease in the price-to-earnings (P/E) ratio from 29.8 to 20.9 [3].

Group 1 - The company achieved a revenue of 1.974 billion yuan in the first half of 2025, a year-over-year decrease of 7%, and a net profit of 222 million yuan, down 42% year-over-year [1] - In Q2 2025, the company reported a revenue of 993 million yuan and a net profit of 72 million yuan [1] - The gross margin for the first half of 2025 was 31.6%, a decrease of 5.7 percentage points compared to the first half of 2024, while the net profit margin was 11.2%, down 6.7 percentage points year-over-year [1] Group 2 - The company has established a business system centered around electronic shelf label (ESL) systems and SaaS cloud platform services, focusing on the digitalization of retail stores [2] - The company has implemented an international strategy and has subsidiaries in multiple countries, including France, Germany, the USA, and Japan, among others [2] Group 3 - As of the end of Q2 2025, the company has served over 500 clients across more than 70 countries and regions [3] - The global demand for retail digitalization continues to grow, with ESL module shipments reaching 248 million units in the first half of 2025, a year-over-year increase of 56%, driven by demand from major retailers like Walmart [1][3] - The company is expected to achieve revenues of 5.16 billion yuan, 6.09 billion yuan, and 7.31 billion yuan from 2025 to 2027, with projected year-over-year growth rates of 15%, 18%, and 20% respectively [3]

证券日报网讯 8月27日晚间，汉朔科技发布公告称，截至本公告披露日，公司及子公司无逾期对外担 保，无涉及诉讼的对外担保或因担保被判决败诉而应承担损失的情形。 （文章来源：证券日报） ...

8月26日，汉朔科技跌1.28%，成交额1.99亿元。两融数据显示，当日汉朔科技获融资买入额1993.33万 元，融资偿还3245.53万元，融资净买入-1252.20万元。截至8月26日，汉朔科技融资融券余额合计1.34 亿元。 融资方面，汉朔科技当日融资买入1993.33万元。当前融资余额1.34亿元，占流通市值的7.23%。 融券方面，汉朔科技8月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，汉朔科技股份有限公司位于浙江省嘉兴市秀洲区康和路1288号嘉兴光伏科创园1号楼1层裙楼 和4层、5号楼7层，成立日期2012年9月14日，上市日期2025年3月11日，公司主营业务涉及以物联网无 线通信技术为核心,围绕零售门店数字化领域,构建了以电子价签系统、SaaS云平台服务等软硬件产品及 服务为核心的业务体系。主营业务收入构成为：电子价签终端91.01%，配件及其他智能硬件4.69%，软 件、SaaS、安装及其他服务4.30%。 机构持仓方面，截止2025年6月30日，汉朔科技十大流通股东中，富国创新趋势股票（00986 ...

据证券之星公开数据整理，近期汉朔科技（301275）发布2025年中报。截至本报告期末，公司营业总收 入19.74亿元，同比下降6.73%，归母净利润2.22亿元，同比下降41.68%。按单季度数据看，第二季度营 业总收入9.93亿元，同比下降13.1%，第二季度归母净利润7212.11万元，同比下降65.9%。本报告期汉 朔科技应收账款上升，应收账款同比增幅达62.14%。 财务费用变动幅度为-2002.18%,原因:欧元汇率上升导致本期汇兑收益显著增加。 经营活动产生的现金流量净额变动幅度为-88.75%,原因:本期销售回款的增加额小于采购支出增加额及支 付各项税费金额增加综合影响。 投资活动产生的现金流量净额变动幅度为-783.18%,原因:本期购买短期理财支出增加及购建长期资产支 出增加综合影响。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率31.59%，同比减15.2%，净利率11.24%， 同比减37.47%，销售费用、管理费用、财务费用总计1.26亿元，三费占营收比6.41%，同比减43.5%，每 股净资产9.24元，同比增47.26%，每股经营性现金流0.13元，同比减89.88%， ...