证券日报网讯三丰智能（300276）8月18日在互动平台回答投资者提问时表示，公司的智能焊装业务主 要服务于汽车制造业，涵盖传统车企及新能源汽车厂商。 ...

报告期内，外部不确定性及国际经济动荡依然突出，公司积极推进产业结构升级战略，优化传统LED产能规模，聚焦资源在半导体和新型显示封装技 术等核心领域，以审慎经营的态度面对外部挑战，确保核心业务保持稳健，行业地位、市场占有率及竞争优势均未弱化。 在半导体和新型显示封装领域，公司已掌握高速精准运动控制技术、单邦双臂同步运行技术、Mini/MicroLED原片智能分选、混色算法等核心技术， 研发生产的半导体和新型显示固晶设备具备与云平台MES系统对接互通、大数据分析处理、智能工单生产、远程控制等功能，可有效提高生产效 率、降低人力成本。 在锂电池设备领域，公司已掌握凸轮式自动双摇臂切压隔膜技术、机械剪刀技术、对贴胶技术、极耳切刀技术、同步卷绕放卷技术及网络式多轴实时 运动控制技术等核心技术，以上技术在圆柱形卷绕机和制片卷绕一体机中的运用，有效提高了设备运行的稳定性和产品的合格率。 8月17日晚，新益昌发布2025年半年度报告称，报告期内，公司实现营业收入4.02亿元，较上年同期减少28.3%；归属于上市公司所有者的净利润为 261.57万元，较上年同期减少96.05%；扣除非经常性损益的净利润为245.88万元，较上 ...

Core Viewpoint - New Yi Chang (688383.SH) reported a significant decline in revenue and net profit for the first half of 2025, indicating ongoing performance pressure since 2022 [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 402 million yuan, a year-on-year decrease of 28.30%. The net profit attributable to shareholders was 2.6157 million yuan, down 96.05%, with basic earnings per share at 0.03 yuan, a decline of 95.38% [2]. - The operating cash flow also fell to 7.5802 million yuan, a decrease of 95.10% year-on-year [2]. - The company's revenue has been under pressure for three consecutive years, with 2024 revenue at 1.034 billion yuan, down 10.22% from 2023 [6]. Business Challenges - The decline in performance is attributed to the impact of international trade policies on downstream customers' international business layouts and equipment investment willingness, leading to reduced orders for intelligent equipment [2]. - The company faces liquidity risks due to high accounts receivable, which amounted to 491 million yuan, accounting for 16.79% of total assets, and high inventory levels of 835 million yuan, representing 42.47% of current assets [3]. Strategic Initiatives - In response to ongoing challenges, the company is actively pursuing an industrial upgrade strategy, focusing on optimizing traditional LED production capacity and concentrating resources on core areas such as semiconductors and new display packaging technologies [2][7]. - The establishment of a robotics subsidiary in 2025 aims to leverage the company's manufacturing capabilities and software control algorithms, enhancing its competitive advantage in the robotics sector [8]. Market Position - Despite the current performance pressures, the company maintains its industry position and market share, with a focus on strategic transformation and product margin optimization in the semiconductor and new display sectors [7][8].

Core Viewpoint - The company has reported a total asset impairment provision of 12.49 million yuan for the second quarter of 2025, reflecting a cautious approach to financial asset evaluation and management [3][4][8]. Financial Data - The total amount of asset impairment provisions for the second quarter of 2025 is 12.49 million yuan, which includes credit impairment losses of -1.80 million yuan and asset impairment losses of 14.29 million yuan [4][5][7][8]. - The company has calculated the expected credit losses for various financial assets at the end of the reporting period, adjusting the impairment provisions accordingly [4][5]. Fundraising and Usage - The company raised a total of 499.95 million yuan from its initial public offering, with a net amount of 442.26 million yuan after deducting issuance costs [11][12]. - As of June 30, 2025, the company has utilized 31.51 million yuan of the raised funds, leaving a balance of 25.61 million yuan [13]. - The company has established a dedicated account management system for the raised funds, ensuring compliance with relevant regulations and protecting investor interests [13][14]. Project Adjustments - The company has postponed the completion date for the "New Yi Chang High-end Intelligent Equipment Manufacturing Base Project" to May 2026, without changing the project's investment scale or purpose [19]. - Adjustments were made to the investment scale of the "New Yi Chang Intelligent Equipment New Construction Project," reducing the total investment from 430.95 million yuan to 249.52 million yuan [20].

深圳新益昌科技股份有限公司 关于公司 2025 年度提质增效重回报专项行动方案的 半年度评估报告 为贯彻落实上海证券交易所提出的科创板上市公司"提质增效重回报"专项 行动的倡议，持续提升公司质量和投资价值，共同促进资本市场平稳健康发展， 维护深圳新益昌科技股份有限公司（以下简称"公司"）全体股东利益，公司特 制定 2025 年度"提质增效重回报"行动方案（以下简称"行动方案"），具体 内容请详见公司 2025 年 4 月 29 日于上海证券交易所网站披露的《深圳新益昌科 技股份有限公司关于 2025 年度"提质增效重回报"行动方案的公告》（公告编 号：2025-017）。 一、聚焦主业提质增效，募投项目稳中求进 报告期内，公司进一步战略优化产品结构，在坚守传统 LED 核心客户群体 紧密合作的基础上，专注新型显示和半导体封装领域，不断推陈出新，持续为合 作伙伴们提供高附加值的智能制造设备，同时也在海外市场收获颇丰，得到了许 多新的全球优质战略伙伴的认可。 力推进新益昌高端智能装备制造基地项目，该项目投入进度为 79.07%，将在披 露的期限届满前达到预定可使用状态。 二、发展新质生产力，持续高质量发展 报告期 ...

Group 1 - The project "DG3 High-Speed Balancing and Overspeed Testing Equipment" developed by Shanghai Hengwang Intelligent Technology Co., Ltd., a subsidiary of Jizhi Co., Ltd., has achieved significant breakthroughs in domestic high-end rotating machinery balancing detection equipment, breaking the long-standing foreign technology monopoly [1][3] - The equipment is critical for ensuring the long-term, safe, and stable operation of key devices related to national security and energy, such as aircraft engines, steam turbines, gas turbines, high-end compressors, and wind power main shafts [1][2] - The project took five years of dedicated research and development, resulting in the localization of core components and multiple invention patents, highlighting its strategic importance in the context of China's "14th Five-Year Plan" for intelligent manufacturing [2][3] Group 2 - Jizhi Co., Ltd., established in 2004 and headquartered in Hangzhou, Zhejiang, is the first listed company in the field of balancing machines in China, focusing on the research and manufacturing of balancing machines, straightening machines, and intelligent equipment [2] - The company has over 60 core technology patents and exports products to more than 100 countries and regions, aiming to empower global industrial digital transformation [2] - The expert evaluation confirmed that the DG3 equipment meets international advanced levels in measurement accuracy and system stability, with its multi-signal correlation analysis method being internationally leading [3]

Core Viewpoint - The company Xin Yi Chang (688383.SH) reported a significant decline in both revenue and net profit for the first half of 2025, primarily due to reduced international business activity and a decrease in orders for smart equipment [1] Financial Performance - The company's operating revenue for the first half of 2025 was 402 million yuan, representing a year-on-year decrease of 28.30% [1] - The net profit attributable to shareholders was 2.6157 million yuan, down 96.05% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 2.4588 million yuan, also down 96.02% year-on-year [1] - Basic earnings per share were reported at 0.03 yuan [1] Profitability Analysis - Total profit for the company was 7.6779 million yuan, reflecting a year-on-year decrease of 89.54% [1] - The significant drop in profits is attributed to the impact of international trade policies on the downstream customer base, affecting their international business layout and investment willingness in equipment [1] - The reduction in smart equipment orders has directly led to decreased revenue [1]

Core Insights - The company Xin Yi Chang (688383.SH) reported a significant decline in revenue and net profit for the first half of 2025, indicating challenges in its business operations [1] Financial Performance - The company's operating revenue for the first half of 2025 was 402 million yuan, representing a year-on-year decrease of 28.30% [1] - The net profit attributable to shareholders was 2.6157 million yuan, down 96.05% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 2.4588 million yuan, also down 96.02% year-on-year [1] - Basic earnings per share were reported at 0.03 yuan [1] Profitability Analysis - The total profit for the company was 7.6779 million yuan, reflecting a year-on-year decrease of 89.54% [1] - The significant drop in profits is attributed to the impact of international trade policies on the downstream customer base, affecting international business layout and equipment investment willingness [1] - A reduction in smart equipment orders has led to decreased revenue [1]

Core Viewpoint - New Yichang (688383.SH) reported a significant decline in both revenue and net profit for the first half of 2025, primarily due to the impact of international trade policies on downstream customers and a reduction in smart equipment orders [1] Financial Performance - The company achieved operating revenue of 402 million yuan, representing a year-on-year decrease of 28.30% [1] - Net profit attributable to shareholders was 2.6157 million yuan, down 96.05% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 2.4588 million yuan, also down 96.02% year-on-year [1] - Basic earnings per share stood at 0.03 yuan [1] Market Impact - The decline in revenue and profit is attributed to the adverse effects of international trade policies on the international business layout of downstream customer groups and their willingness to invest in equipment [1] - A decrease in orders for smart equipment has further contributed to the revenue drop [1]

Group 1 - The company has decided to abolish the supervisory board and amend its articles of association to enhance corporate governance and comply with the latest legal requirements [1][2] - The supervisory board's functions will be transferred to the audit committee of the board of directors, and the current supervisors will be relieved of their duties upon shareholder approval [1][2] - The number of directors will increase from 7 to 8, with the addition of a representative director elected by the employee representative assembly [1] Group 2 - The amendments to the articles of association include the removal of references to the supervisory board and the addition of sections regarding controlling shareholders, actual controllers, independent directors, and specialized committees of the board [2][3] - Specific changes include unifying the terminology from "shareholders' meeting" to "shareholders' assembly" and deleting the entire section related to the supervisory board [2][3] - The revised articles will ensure that the company operates in accordance with the updated Company Law and relevant regulations [2][3]