国浩律师（杭州）事务所 关于 浙江坤博精工科技股份有限公司 申请股票在全国中小企业股份转让系统 挂牌并公开转让 之 补充法律意见书(一) 地址：杭州市上城区老复兴路白塔公园 B 区 15 号国浩律师楼 邮编:310008 Grandall Building, No.2& No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tcl: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail: grandallbz@grandall.com.cn 网址/Website: http://www.grandall.com.cn 二〇二〇年十二月 国浩律师(杭州)事务所 补充法律意见书(一) 日 录 | 第一部分 引 言 ……………………………………………………………………………………………………………… 1 | | --- | | 第二部分 正 文 . | | 一、关于《反馈意见》中"一、公司特殊问题"之回复 ……………………………………… 2 | ...

Investment Rating - The report assigns a "Hold" rating to the company, indicating a cautious outlook on its stock performance [6]. Core Viewpoints - The company, Zhejiang Kunbo Precision Technology Co., Ltd., specializes in high-end precision forming components and single crystal silicon growth vacuum furnace bodies, serving industries such as wind power, industrial automation, marine engineering, and semiconductor processing [3][18]. - The company's revenue has shown significant growth, with an average annual growth rate of 43.93% from 2020 to 2022, and a projected revenue increase of 38.59% for 2023 [12][29]. - The profitability metrics, including gross and net profit margins, are on a declining trend due to the increasing revenue share from lower-margin single crystal silicon growth furnace body business [12][13]. Summary by Sections Company Overview - Zhejiang Kunbo Precision Technology Co., Ltd. was established in 2007 and listed on the Beijing Stock Exchange in 2023, focusing on high-end precision components and vacuum furnace bodies for the photovoltaic industry [3][6]. Main Business - The company primarily provides precision components for wind power, marine engineering, and semiconductor equipment, along with complete furnace bodies for photovoltaic-grade single crystal silicon growth [7][18]. Financial Performance - The company has experienced continuous revenue and net profit growth, with a projected net profit increase of 67.70% for 2023 [12][29]. - R&D investment has been increasing, with 21 invention patents and 18 utility model patents obtained by mid-2023 [32]. Industry Analysis - The global photovoltaic industry is rapidly expanding, with new installed capacity growing from 30.2 GW in 2011 to 230 GW in 2022, indicating a compound annual growth rate of 20.27% [22]. - The demand for single crystal silicon growth furnaces is expected to reach 38,299 units by 2027, driven by the growth in photovoltaic installations [53]. Competitor Comparison - The company is compared with peers such as Rihua Shares and Jixin Technology, with varying market capitalizations and revenue growth rates [46].

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-03- | 831834 | 三维股份 | 11408317.0 | 8301.6 | 当日收盘价涨幅达到30.00% | | 15 | | | | | | | 2024-03- | 834475 | 三友科技 | 8565057 | 8148.92 | 当日收盘价涨幅达到29.94% | | 15 | | | | | | | 2024-03- | 838030 | 德众汽车 | 34514775.0 | 14140.86 | 当日收盘价涨幅达到29.89% | | 15 | | | | | | | 2024-03- | 870436 | 大地电气 | 7392745 | 6634.67 | 当日收盘价涨幅达到25.29% | | 15 | | | | | | | 2024-03- | 838030 | 德众汽车 | 34514775.0 | 14140.86 | 当日价格振幅达到36.76% | | 15 | | | | | | ...

| | 2024-03-15 公告日期 | 异常期间 | 无 | | | | --- | --- | --- | --- | --- | --- | | | 坤博精工(873570) 连续竞价 | 成交数量 （股） | 2515652 | 成交金额（万 元） | 15670.62 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 5045076.48 | 1840112.65 | | 买2 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 3826783.61 | 1595631.1 | | 买3 | 东方财富证券股份有限公司拉萨北京中路第二证券营业部 | | | 2799106.48 | 232596.36 | | 买4 | 国盛证券有限责任公司南昌物资大楼营业部 | | | 2201784.78 | 0 | | 买5 | 中国银河证券股份有限公司天台赤城路证券营业部 | | | 2126709.18 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-03- | 871263 | 莱赛激光 | 5654394 | 10323.42 | 当日收盘价涨幅达到30.00% | | 06 | | | | | | | 2024-03- | 833284 | 灵鸽科技 | 8343558 | 8244.82 | 当日收盘价涨幅达到20.35% | | 06 | | | | | | | 2024-03- | 873570 | 坤博精工 | 3266368 | 21845.14 | 当日换手率达到38.80% | | 06 | | | | | | | 2024-03- | 833284 | 灵鸽科技 | 8343558 | 8244.82 | 当日换手率达到32.82% | | 06 | | | | | | | 2024-03- | 871263 | 莱赛激光 | 5654394 | 10323.42 | 当日换手率达到31.05% | | 06 | | | | | | | 2024-03- | ...

| | 2024-03-06 公告日期 | 异常期间 | 无 | | | | --- | --- | --- | --- | --- | --- | | | 坤博精工(873570) 连续竞价 | 成交数量 （股） | 3266368 | 成交金额（万 元） | 21845.14 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 5582970.84 | 4695407.8 | | 买2 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 4263144.15 | 5010163.03 | | 买3 | 东方财富证券股份有限公司拉萨金融城南环路证券营业部 | | | 2778293.35 | 1012724.13 | | 买4 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | | | 2518105.86 | 1820559.59 | | 买5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-03- | 838924 | 广脉科技 | 11620930.0 | 14586.31 | 当日收盘价涨幅达到29.96% | | 05 | | | | | | | 2024-03- | 871753 | 天纺标 | 8296991 | 32429.5 | 当日换手率达到38.87% | | 05 | | | | | | | 2024-03- | 873570 | 坤博精工 | 3130716 | 20097.89 | 当日换手率达到37.19% | | 05 | | | | | | | 2024-03- | 430564 | 天润科技 | 6969614 | 9664.6 | 当日换手率达到33.33% | | 05 | | | | | | | 2024-03- | 873122 | 中纺标 | 4051125 | 23639.46 | 当日换手率达到31.06% | | 05 | | | | | | | 2024-03- | 8 ...

| | 2024-03-05 公告日期 无 | 异常期间 | | | | | --- | --- | --- | --- | --- | --- | | | 坤博精工(873570) 连续竞价 | 成交数量 | 3130716 | 成交金额（万 | 20097.89 | | | | （股） | | 元） | | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 兴业证券股份有限公司浙江分公司 | | | 5322483.61 | 22699.81 | | 买2 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 5141887.03 | 3637142.28 | | 买3 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 4086930.12 | 3383223.78 | | 买4 | 长城证券股份有限公司合肥营业部 | | | 3056790.3 | 0 | | 买5 | 华泰证券股份有限公司上海黄浦区来福士广场证券营业部 | | | 2572097.8 ...

| | 2024-03-04 公告日期 无 | 异常期间 | | | | | --- | --- | --- | --- | --- | --- | | | 坤博精工(873570) 连续竞价 | 成交数量 （股） | 2189019 | 成交金额（万 元） | 13391.86 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 西部证券股份有限公司潍坊东风东街证券营业部 | | | 3577212.68 | 1497000.15 | | 买2 | 东方财富证券股份有限公司拉萨东城区江苏大道证券营业部 | | | 2686584.04 | 2425260.45 | | 买3 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 2352180.56 | 5809909.25 | | 买4 | 华安证券股份有限公司铜陵淮河路营业部 | | | 2186492.71 | 0 | | 买5 | 东方财富证券股份有限公司拉萨金融城南环路证券营业部 | | | 2096737.9 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-03- | 871753 | 天纺标 | 9115602 | 34200.07 | 当日换手率达到42.71% | | 04 | | | | | | | 2024-03- | 873122 | 中纺标 | 4182937 | 25079.24 | 当日换手率达到32.07% | | 04 | | | | | | | 2024-03- 04 | 838701 | 豪声电子 | 5796719 | 8822.85 | 当日换手率达到29.57% | | 2024-03- | 833751 | 惠同新材 | 12133623.0 | 13060.83 | 当日换手率达到28.63% | | 04 | | | | | | | 2024-03- | 873570 | 坤博精工 | 2189019 | 13391.86 | 当日换手率达到26.00% | | 04 | | | | | | ...