9月12日，赛腾股份涨5.08%，截至发稿，报44.05元/股，成交6.04亿元，换手率5.18%，总市值122.72亿 元。 截至发稿，崔蕾累计任职时间6年311天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 141.9%， 任职期间最差基金回报-15.93%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，苏州赛腾精密电子股份有限公司位于江苏省苏州市吴中经济开发区郭巷街道淞葭路585号， 成立日期2007年6月19日，上市日期2017年12月25日，公司主营业务涉及自动化生产设备的研发、设 计、生产、销售及技术服务,为客户实现生产智能化提供系统解决方案。高端半导体设备。主营业务收 入构成为：自动化设备76.79%，夹治具18.95%，技术服务3.77%，其他0.49%。 责任编辑：小浪快报 从赛腾股份十大流通股东角度 数据显示，南方基金旗下1只基金位居赛腾股份十大流通股东。南方中证1000ETF（512100）二季度增 持64.76万股，持有 ...

Company Overview - Saiteng Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on June 19, 2007. The company went public on December 25, 2017. Its main business involves the research, design, production, sales, and technical services of automation production equipment, providing system solutions for intelligent production [1]. - The revenue composition of Saiteng Co., Ltd. includes 76.79% from automation equipment, 18.95% from fixtures, 3.77% from technical services, and 0.49% from other sources [1]. Stock Performance - On September 4, Saiteng Co., Ltd. experienced a decline of 5.14%, with a stock price of 41.15 yuan per share, a trading volume of 515 million yuan, a turnover rate of 4.50%, and a total market capitalization of 11.464 billion yuan [1]. Shareholder Information - Among the top ten circulating shareholders of Saiteng Co., Ltd., a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 647,600 shares in the second quarter, bringing its total to 1.5448 million shares, which accounts for 0.57% of the circulating shares [2]. - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion yuan. Year-to-date returns are 22.23%, ranking 1837 out of 4222 in its category, while the one-year return is 59.18%, ranking 1272 out of 3789 [2]. - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 303 days, managing a total fund asset of 94.976 billion yuan. The best fund return during this period is 136.9%, while the worst is -16.81% [2].

Group 1 - The core viewpoint of the news is that Saiteng Co., Ltd. has seen a significant increase in its stock price, rising by 5.26% to 42.20 CNY per share, with a trading volume of 466 million CNY and a turnover rate of 4.18%, leading to a total market capitalization of 11.757 billion CNY [1] - Saiteng Co., Ltd. is based in Suzhou, Jiangsu Province, and was established on June 19, 2007. It was listed on December 25, 2017. The company specializes in the research, design, production, sales, and technical services of automation production equipment, providing system solutions for intelligent production [1] - The main revenue composition of Saiteng Co., Ltd. includes 76.79% from automation equipment, 18.95% from fixtures, 3.77% from technical services, and 0.49% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, one fund under GF Fund ranks among the top shareholders of Saiteng Co., Ltd. The GF CSI 1000 ETF (560010) entered the top ten shareholders in the second quarter, holding 732,400 shares, which accounts for 0.27% of the circulating shares [2] - The GF CSI 1000 ETF (560010) was established on July 28, 2022, with a latest scale of 30.718 billion CNY. It has achieved a return of 26.01% this year, ranking 1620 out of 4223 in its category, and a return of 65.32% over the past year, ranking 1155 out of 3780 [2]

Overview of Business Performance - The company reported total revenue of 660 million yuan for the first half of 2025, a year-on-year decrease of 17.7% [1] - The net profit attributable to shareholders was -42.165 million yuan, a year-on-year decline of 224.23% [1] - The net profit excluding non-recurring items was -43.9754 million yuan, down 120.11% year-on-year [1] - Despite the overall poor performance, the second quarter showed improvement with total revenue of 512 million yuan, up 12.68% year-on-year [1] - The net profit for the second quarter was 23.9256 million yuan, an increase of 1354.31% year-on-year [1] - The net profit excluding non-recurring items for the second quarter was 23.0895 million yuan, up 674.42% year-on-year [1] Key Financial Indicators - Gross margin was 17.68%, an increase of 1.74 percentage points year-on-year [4] - Net margin was -7.17%, a decrease of 214.12 percentage points year-on-year [4] - Operating expenses accounted for 16.81% of revenue, an increase of 23.92 percentage points year-on-year [4] - Earnings per share was -0.24 yuan, down 224.36% year-on-year [4] - Cash flow from operating activities per share was -0.22 yuan, an increase of 92.5% year-on-year [4] Asset and Liability Situation - Cash and cash equivalents amounted to 465 million yuan, a decrease of 32.16% year-on-year [4] - Accounts receivable stood at 1.035 billion yuan, a decrease of 3.87%, accounting for 68.58% of total revenue [4] - Interest-bearing liabilities were 1.748 billion yuan, an increase of 7.39% year-on-year [4] - The ratio of cash and cash equivalents to current liabilities was only 26.28%, indicating potential cash flow concerns [4] - The interest-bearing asset-liability ratio was 38.98%, with a negative average cash flow from operating activities over the past three years, highlighting debt risk [4]

Group 1 - The company has completed the registration change and obtained a new business license from the Suzhou Administrative Approval Bureau, reflecting the updated registered capital of RMB 298.40136 million [1] - The company held its 21st meeting of the second board session on April 24, 2025, where it approved the proposal to change the registered capital, cancel the supervisory board, and amend the articles of association [1] - The company operates in the mechanical equipment sector, providing technology development, consulting, and related equipment maintenance, as well as manufacturing and sales of electroplating and automation production equipment [1] Group 2 - The company was established on December 29, 2005, and is located at 505 Dongding Road, Bancheng Town, Kunshan City [1] - The legal representative of the company is Liu Jianbo, and it is classified as a publicly listed joint-stock company [1] - The company is involved in import and export business of goods and technology, subject to relevant legal approvals [1]