Core Points - Han Shuo Technology announced the release of restricted shares from its initial public offering, with a total of 6,241 shareholders involved [2] - The number of shares being released is 2,031,246, which represents 0.4809% of the company's total share capital [2] - The lock-up period for these shares was set for six months from the date of the company's stock listing, with the release date scheduled for September 11, 2025 [2]

证券代码：301275 证券简称：汉朔科技 公告编号：2025-037 汉朔科技股份有限公司 关于首次公开发行网下配售限售股份上市流通提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次上市流通的限售股份为汉朔科技股份有限公司（以下简称"公司"、 "发行人"）首次公开发行网下配售限售股份； 2、本次申请解除限售的股东户数总计 6,241 户，解除限售股份数量为 2,031,246 股，占公司总股本的比例为 0.4809%，限售期为自公司股票上市之日起 6 个月； 3、本次解除限售股上市流通日为 2025 年 9 月 11 日（星期四）。 一、首次公开发行网下配售股份概况 根据中国证券监督管理委员会《关于同意汉朔科技股份有限公司首次公开发 行股票注册的批复》（证监许可〔2024〕1661 号），公司首次公开发行人民币 普通股（A 股）股票 42,240,000 股，并于 2025 年 3 月 11 日在深圳证券交易所创 业板上市。首次公开发行股票完成后，公司总股本由 380,160,000 股增加至 422,400,000 股，其中有 ...

中国国际金融股份有限公司 关于汉朔科技股份有限公司 中国国际金融股份有限公司（以下简称"保荐人"）作为汉朔科技股份有 限公司（以下简称"公司""发行人"）首次公开发行股票并在创业板上市的 保荐人及持续督导机构，根据《证券发行上市保荐业务管理办法》《深圳证券 交易所创业板股票上市规则》《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》等有关规定，对公司首次公开发行网下配售 限售股份上市流通进行了审慎核查，核查情况及核查意见如下： 一、首次公开发行网下配售股份概况 根据中国证券监督管理委员会《关于同意汉朔科技股份有限公司首次公开 发行股票注册的批复》（证监许可〔2024〕1661 号），公司首次公开发行人民 币普通股（A 股）股票 42,240,000 股，并于 2025 年 3 月 11 日在深圳证券交易 所创业板上市。首次公开发行股票完成后，公司总股本由 380,160,000 股增加至 422,400,000 股，其中有流通限制或限售安排的股份数量为 390,639,246 股，占 发行后总股本的比例为 92.48%；无流通限制及限售安排的股份数量 31,760,754 股，占发行后 ...

Group 1 - The company, Hanshu Technology (301275), provides smart retail comprehensive solutions centered around electronic price tag systems for clients in the pan-retail sector [1] - The company offers multiple product series and models of smart terminal electronic price tags, with varying price ranges [1] - According to the company's public information, the average unit price of multiple product series in the first half of 2024 is 42.10 yuan [1]

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]