Core Viewpoint - The company, Weston (301315.SZ), has confirmed its collaboration with Oracle, primarily focusing on building and enhancing IT infrastructure platforms for clients [1] Group 1 - The company engages in business interactions with infrastructure platform vendors, including Oracle, for certain projects [1]

为进一步加强与投资者的互动交流，上海威士顿信息技术股份有限公司（以 下简称"公司"）将参加由中国证券监督管理委员会上海监管局指导、上海上市 公司协会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市公司集 体接待日暨中报业绩说明会活动"，现将有关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.net)；或关注微信公众号(名称：全景财经)；或下载全景路演 APP，参与本次互动交流。 活动时间为 2025 年 9 月 19 日(周五)15:00-17:00。届时公司高管将在线就 公司 2025 半年度业绩、公司治理、发展战略、经营状况等投资者关心的问题， 与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 证券代码：301315 证券简称：威士顿 公告编号：2025-044 上海威士顿信息技术股份有限公司 关于参加 2025 年上海辖区上市公司集体接待日 暨中报业绩说明会活动的公告 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。 上海威士顿信息技术股份有限公司董事会 2025 年 9 ...

（文章来源：证券日报） 证券日报网讯 9月5日晚间，威士顿发布公告称，公司董事会于近日收到公司证券事务代表郑润玮女士 的辞职报告，郑润玮女士因个人原因申请辞去公司证券事务代表及公司控股子公司监事职务，其辞职报 告自送达公司董事会之日起生效。 ...

2025 年半年度跟踪报告 | 保荐机构名称：兴业证券股份有限公司 | 被保荐公司简称：威士顿 | | --- | --- | | 保荐代表人姓名：朱译 | 联系电话：021-20370631 | | 保荐代表人姓名：张衡 | 联系电话：021-20370631 | 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 | 次 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、募 | 是 | | 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 | 每月一次 | | （2）公司募集资金项目进展是否与信息披露 | 是 | | 文件一致 | | | 4.公司治理督导情况 | | | （1）列 ...

证券代码：301315 证券简称：威士顿 公告编号：2025-043 上海威士顿信息技术股份有限公司 关于证券事务代表辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 上海威士顿信息技术股份有限公司（以下简称"公司"）董事会于近日收到 公司证券事务代表郑润玮女士的辞职报告，郑润玮女士因个人原因申请辞去公司 证券事务代表及公司控股子公司监事职务，其辞职报告自送达公司董事会之日起 生效。辞职后，郑润玮女士不在公司及子公司担任任何职务。 截止本公告披露日，郑润玮女士未直接或间接持有公司股票，不存在应当履 行而未履行的承诺事项。郑润玮女士任职期间，恪尽职守、勤勉尽责，为公司的 规范运作和健康发展发挥了积极作用，公司董事会对于郑润玮女士在任职期间为 公司发展所作出的贡献表示衷心感谢。 公司董事会将根据《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》等相关规定，尽 快选聘符合任职资格的相关人员担任证券事务代表，协助公司董事会秘书开展相 关工作。 特此公告。 上海威士顿信息技术股份有限公司 董事会 2 ...

Core Viewpoint - The recent financial report of Weston (301315) indicates a decline in revenue and net profit for the first half of 2025 compared to the previous year, despite improvements in profitability metrics such as gross margin and net margin [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 91.6953 million yuan, a decrease of 29.17% year-on-year [1]. - Net profit attributable to shareholders was 16.1298 million yuan, down 22.65% year-on-year [1]. - In Q2 2025, total revenue was 47.9854 million yuan, a decline of 31.31% year-on-year, with net profit of 10.391 million yuan, down 21.53% year-on-year [1]. - Gross margin improved to 34.28%, an increase of 1.27% year-on-year, while net margin rose to 17.58%, up 9.16% year-on-year [1]. - Total operating expenses (selling, administrative, and financial) amounted to 15.3313 million yuan, accounting for 16.72% of revenue, an increase of 6.62% year-on-year [1]. Key Financial Ratios - Earnings per share (EPS) decreased to 0.18 yuan, down 22.66% year-on-year [1]. - Operating cash flow per share improved significantly to 0.04 yuan, an increase of 115.42% year-on-year [1]. - The company's return on invested capital (ROIC) for the previous year was 4.78%, indicating weak capital returns [2]. - The historical median ROIC since the company’s listing is 22.12%, suggesting better investment returns in the past [2]. Debt and Asset Management - The company’s cash assets are reported to be very healthy, indicating strong liquidity [2]. - Accounts receivable reached 146.03% of profit, suggesting a need for attention in managing receivables [3].

Core Insights - The company reported a revenue of 91.6953 million yuan and a net profit attributable to shareholders of 16.1298 million yuan for the first half of 2025, with a net cash flow from operating activities of 3.5261 million yuan, reflecting a year-on-year growth of 115.42% [1] Group 1: Business Focus and Strategy - The company is dedicated to assisting clients in achieving smart manufacturing, with a core philosophy centered on replacing "human labor and intellect" through intelligent applications [1] - The company emphasizes the development of industrial software in areas such as production operations, innovative research and development, operational support, and data innovation, integrating AI Agent products based on large models for intelligent upgrades [1] - The business focus is on the application of information technology and intelligent solutions, driven by the company's technological capabilities and the anticipated continuous investment in digitalization and intelligence by clients [1] Group 2: Future Development and Market Opportunities - In the industrial sector, the company plans to continuously optimize and iterate product upgrades, leveraging new technologies to enhance product intelligence and support industry clusters and supply chains [2] - In the financial sector, the company aims to capitalize on business opportunities arising from data applications and domestic substitution, promoting existing products and services to new clients [2] - The company primarily targets the industrial and financial sectors, offering software products and services related to AI and big data technologies, covering areas such as smart manufacturing, digital finance, and container logistics [2]

Group 1 - The stock price of Weston closed at 54.50 yuan on August 27, 2025, down by 2.00 yuan, a decline of 3.54% from the previous trading day [1] - The trading volume on that day was 36,132 lots, with a total transaction amount of 203 million yuan [1] - Weston is a software development company involved in ERP systems, robotics technology, and the digital economy, headquartered in Shanghai, and holds a certain influence in the industry [1] Group 2 - According to the latest semi-annual report, Weston achieved operating revenue of 91.6953 million yuan in the first half of 2025, a year-on-year decrease of 29.17% [1] - The net profit attributable to shareholders of the listed company was 16.1298 million yuan, down 22.65% year-on-year; however, the net profit after deducting non-recurring gains and losses was 10.9601 million yuan, an increase of 2.70% year-on-year [1] - On August 27, the net outflow of main funds was 19.1513 million yuan, with a cumulative net outflow of 35.1780 million yuan over the past five trading days [1]

根据《上市公司募集资金监管规则》《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》以及《深圳证券交易所创业板上市公司 自律监管指南第 2 号——公告格式》的相关规定，本公司就 2025 年半年度募集 资金存放与使用情况作如下专项报告： 一、 募集资金基本情况 （一）实际募集资金金额、资金到位情况 证券代码：301315 证券简称：威士顿 公告编号：2025-042 上海威士顿信息技术股份有限公司 2025年半年度募集资金存放与使用情况专项报告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 单位：人民币元 募集资金账户情况 金额 1、募集资金账户期初余额： 329,527,673.00 2、募集资金账户资金的增加项： 1,050,874,376.92 利息收入 286,694.81 赎回理财产品 1,044,000,000.00 理财收益 6,587,682.11 3、募集资金账户资金的减少项： 1,080,035,690.87 募集资金投入募集项目 9,035,534.28 支付发行费用余款 0.00 支付银行手续费 156.59 购 ...

| | | 占用方与上 | 上市公司核 | 年期 2025 | 上半年占用 2025 | 2025 | 上半年占 2025 | 上半年 | 上半 2025 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 市公司的关 | 算的会计科 | 初占用资 | 累计发生金额 | 用资金的利息 | | 偿还累计发 | 年末占用 | 占用形成原因 | 占用性质 | | | | 联关系 | 目 | 金余额 | （不含利息） | (如有) | | 生金额 | 资金余额 | | | | 控股股东、实际控制 | | | | | | | | | | | 非经营性占用 | | 人及其附属企业 | | | | | | | | | | | 非经营性占用 | | 小计 | - | - | - | | | | | | | - | - | | 前控股股东、实际控 | | | | | | | | | | | 非经营性占用 | | 制人及其附属企业 | | | | | | | | | | | 非 ...