每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 （记者 王瀚黎） 每经AI快讯，绿能慧充（SH 600212，最新价：9.36元）8月1日晚间发布公告称，截至2025年7月月底， 公司已累计回购股份871.94万股，占公司总股本的比例为1.24%，购买的最高价为8.96元/股、最低价为 6.75元/股，已支付的总金额为7119.32万元。 2024年1至12月份，绿能慧充的营业收入构成为：新能源行业占比94.95%，铁路运输业占比2.05%，无 人机业务占比1.72%，其他业务占比1.28%。 ...

Group 1 - The company approved a share repurchase plan on December 3, 2024, with a total fund amount between RMB 60 million and RMB 120 million, and a maximum repurchase price of RMB 12.00 per share [2] - The repurchase is intended for implementing equity incentives or employee stock ownership plans [2] - The company will disclose the repurchase progress every month within the first three trading days of the following month [3] Group 2 - As of the end of July 2025, the company has repurchased a total of 8.7194 million shares, accounting for 1.24% of the total share capital, with a maximum purchase price of RMB 8.96 per share and a minimum of RMB 6.75 per share, totaling RMB 71.1932 million spent [3] - The company will adhere to relevant laws and regulations during the repurchase period and will make decisions based on market conditions [5] - The company emphasizes the importance of timely information disclosure regarding the progress of the share repurchase [5]

Core Points - The company, Green Energy Smart Charging (stock code: 600212), announced on the evening of August 1 that it did not repurchase its shares through centralized bidding in July 2025 [1] Company Summary - Green Energy Smart Charging has not engaged in share repurchase activities during the specified period [1]

证券代码：600212 证券简称：绿能慧充 公告编号：2025-037 绿能慧充数字能源技术股份有限公司 关于股份回购进展公告 截至 2025 年 7 月月底，公司已累计回购股份 871.94 万股，占公司总股本的 比例为 1.24%，购买的最高价为 8.96 元/股、最低价为 6.75 元/股，已支付的总金 额为 7119.32 万元（不含交易佣金等交易费用）。 本次回购符合相关法律法规和公司回购股份方案的要求。 一、回购股份的基本情况 公司于2024年12月3日召开公司十一届二十一次（临时）董事会会议，审议通 过了《关于以集中竞价交易方式回购股份方案的议案》。同意公司使用自有资金及 自筹资金通过集中竞价方式回购公司股份用于实施股权激励或员工持股计划，回 购股份的资金总额为不低于人民币6,000万元（含）且不超过人民币12,000万元（含）， 自董事会审议通过回购股份方案之日起不超过12个月，回购价格不超过人民币 12.00元/股（含）。 本次回购方案的具体内容详见公司于2024年12月5日、12月10日披露的《关于 以集中竞价交易方式回购股份方案的公告》（公告编号：2024-046）、《关于以集中 竞价交 ...

格隆汇8月1日丨绿能慧充(600212.SH)公布，截至2025年7月月底，公司已累计回购股份871.94万股，占 公司总股本的比例为1.24%，购买的最高价为8.96元/股、最低价为6.75元/股，已支付的总金额为7119.32 万元（不含交易佣金等交易费用）。 ...

Core Viewpoint - The company Green Energy Smart Charging has announced a guarantee for its wholly-owned subsidiary, Green Energy Smart Technology Co., Ltd., amounting to 333 million yuan, which is part of a larger total guarantee of 662.3 million yuan [1][9]. Summary by Sections Guarantee Overview - The company has provided a total guarantee of 333 million yuan for its subsidiary, with the total outstanding guarantee amounting to 662.3 million yuan [1]. - The company has confirmed that this guarantee is within the previously estimated limits and does not involve any counter-guarantee [1]. Cumulative Guarantee Situation - The total amount of external guarantees provided by the company and its subsidiaries is 701.9 million yuan, which represents 137.90% of the company's most recent audited net assets [9]. - There are no overdue guarantees, and the company has not provided guarantees for its controlling shareholders or related parties [9]. Subsidiary Information - The guaranteed entity, Green Energy Smart Technology Co., Ltd., is a wholly-owned subsidiary of the company, established on May 28, 2012, with a registered capital of 300 million yuan [4]. - The subsidiary is involved in various sectors, including electric vehicle charging infrastructure, smart power distribution equipment, and technology services [4]. Guarantee Agreements - The company has entered into multiple guarantee agreements with various banks, including: - A maximum guarantee of 100 million yuan with China Minsheng Bank for comprehensive credit business [2]. - A maximum guarantee of 15 million yuan with Shanghai Pudong Development Bank for comprehensive credit business [7]. - Additional guarantees with other banks totaling 1 million yuan and 2.3 million yuan for various loan agreements [6][8]. Necessity and Reasonableness of Guarantees - The guarantees are deemed necessary to support the business development needs of the subsidiary, aligning with the company's overall strategic goals and enhancing overall efficiency [8]. - The company maintains effective control over the subsidiary's operational risks and credit status, ensuring that the guarantee risks remain manageable [8].

证券代码：600212 证券简称：绿能慧充 公告编号：2025-036 绿能慧充数字能源技术股份有限公司 关于为全资子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 本次担保金额 | | 33300.00 | 绿能慧充数字技术有限公司 万元 | | --- | --- | --- | --- | --- | --- | | 担 | 保 对 | | | | | | 象 | | 实际为其提供的担保余额 | | 66230.00 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 70190.00 | | 对外担保总额占上市公司最近一 期经审计净 ...

Group 1: Market Performance - The A-share market, particularly the Hainan Free Trade Zone and Hainan sector, experienced a significant surge, with stocks like Kangzhi Pharmaceutical and Shennong Seed Industry hitting the daily limit of 20% increase [1] - Nearly 20 stocks in the Hainan sector, including Hainan Airport and Hainan Highway, also reached their daily limit, indicating high market enthusiasm [1] Group 2: Policy Impact - Recent policy releases, including the implementation of cross-border asset management pilot business guidelines, have opened new investment channels for foreign investors in Hainan [4] - The specific date for the full closure of Hainan Free Trade Port has been set for December 18, 2025, which will enhance the region's international connectivity and facilitate trade [5][6] - The "zero tariff" policy for goods will be more favorable, expanding the range of duty-free items from 1,900 to approximately 6,600, which is expected to attract more consumers [7] Group 3: Duty-Free Industry Outlook - The duty-free store sector is positioned as a core beneficiary of the policy advantages, with the potential for increased sales and customer traffic due to enhanced tourism appeal [7] - Sales data from Hainan's duty-free shopping indicate strong consumer interest, with total shopping amounts reaching 309.4 billion yuan in 2024 and over 2.53 trillion yuan by April 20 of the current year [7] - While the growth outlook for the duty-free industry is positive, challenges such as increased competition and potential price reductions due to a broader range of zero-tariff goods are anticipated [8]

Investment Rating - The report gives a "Buy" rating for the company based on its strategic positioning and growth potential in emerging sectors [6]. Core Insights - The company has shown strong foresight and strategic decisiveness in its business transformation, successfully divesting from traditional operations and entering the renewable energy sector, with plans to tap into the low-altitude economy by 2024 [3][18]. - The company has diversified its business, with the drone segment expected to become a new growth curve, particularly after acquiring a 57% stake in Zhongchuang Aviation, which operates in the rapidly growing heavy-duty drone market [3][5]. - The renewable energy business has demonstrated impressive growth, achieving revenue of 964 million yuan in 2024, a year-on-year increase of 64.17% [3][37]. Summary by Sections Business Transformation - The company has effectively transitioned from traditional businesses to focus on renewable energy, with significant revenue growth in its new segments [3][18]. - In 2024, the company reported total revenue of 1.015 billion yuan, a 56.05% increase year-on-year, with a notable contribution from its renewable energy sector [3][40]. Charging Pile Business - The charging pile industry is experiencing a golden development period driven by both policy and market demand, with the company positioned as a technology leader [4][52]. - The company is among the first to receive CCC certification, enhancing its competitive edge in the high-power charging equipment market [4][52]. Drone Business - The low-altitude economy is becoming a national strategic focus, with heavy-duty drones being a key area of support, aligning with national development goals [5][39]. - The acquisition of Zhongchuang Aviation allows the company to enter the industrial-grade heavy-lift drone market, which is expected to be a core engine for future growth [5][39]. Financial Projections - Revenue growth is projected to be 89.8%, 38.3%, and 29.2% for 2025-2027, with net profit growth expected to be 830.7%, 76.9%, and 52.6% respectively [6][8]. - The company's financial metrics indicate a significant increase in revenue and profitability, with a projected PE ratio decreasing from 50.34 in 2025 to 18.65 in 2027 [6][8].

Investment Rating - The report maintains a "Recommended" investment rating for the low-altitude economy sector [7] Core Insights - The low-altitude economy market in China is projected to exceed 1 trillion yuan by 2026, with a compound annual growth rate of approximately 30% from a current size of 505.95 billion yuan in 2023, which represents a growth rate of 33.8% [1][37] - The low-altitude economy encompasses various sectors, including aircraft manufacturing and operational services, which account for 55% of the market, while supply chain, consumption, and transportation contribute 40% [1] - The Chinese drone industry is leading globally, with significant players like DJI and EHang, and the commercialization of eVTOL (electric Vertical Take-Off and Landing) is accelerating [1] Summary by Sections 1. Low-altitude Economy Emergence - The low-altitude economy integrates low-altitude flight activities with various industries, primarily involving drones, eVTOLs, and helicopters, operating below 1,000 meters [13] 2. Policy and Capital Driving Growth - The government has initiated a "safe and regulated development" strategy for the low-altitude economy, with significant investments and pilot projects across multiple cities [2] - In 2024, financing in the eVTOL sector exceeded 6.5 billion yuan, with various specialized funds being established to support the industry [2] 3. Technological Advancements and Application Scenarios - Key technologies in the sector include drones and eVTOLs, with ongoing innovations in automation and intelligence [3] - Core application areas are expanding to include logistics, urban transportation, and emergency rescue [3] 4. Regional Development Dynamics - The Yangtze River Delta, Pearl River Delta, and Chengdu-Chongqing regions are emerging as key players in the low-altitude economy, with cities like Shanghai and Shenzhen leading in infrastructure and regulatory frameworks [4] 5. Investment Recommendations - The report suggests focusing on companies involved in aviation batteries and core components, low-altitude security and air traffic management systems, eVTOL and drone manufacturing, and infrastructure development [5]