Core Insights - The commercial vehicle sector saw a rise of 1.62% on November 12, with Jianghuai Automobile leading the gains [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Commercial Vehicle Sector Performance - Jianghuai Automobile (600418) closed at 48.76, up 5.63% with a trading volume of 795,300 shares [1] - Yutong Bus (600066) closed at 31.76, up 1.02% with a trading volume of 99,500 shares [1] - King Long Automobile (600686) closed at 60.51, up 0.27% with a trading volume of 167,500 shares [1] - Foton Motor (600166) remained unchanged at 2.92 with a trading volume of 974,000 shares [1] - Zhongtong Bus (000957) closed at 11.44, down 0.26% with a trading volume of 131,300 shares [1] - JMC (000550) closed at 19.47, down 0.31% with a trading volume of 20,000 shares [1] - FAW Jiefang (000800) closed at 7.31, down 0.54% with a trading volume of 197,500 shares [1] - China National Heavy Duty Truck Group (000951) closed at 18.11, down 0.66% with a trading volume of 90,200 shares [1] - Ankai Bus (000868) closed at 5.42, down 0.73% with a trading volume of 146,100 shares [1] - Zhongjun Vehicle (301039) closed at 9.71, down 0.92% with a trading volume of 87,100 shares [1] Fund Flow Analysis - The commercial vehicle sector experienced a net inflow of 389 million yuan from institutional investors, while retail investors saw a net outflow of 144 million yuan [2] - The main funds showed a significant net inflow into Jianghuai Automobile, amounting to 541 million yuan, while retail investors had a net outflow of 243 million yuan [3] - FAW Jiefang had a net inflow of 11.89 million yuan from main funds, with retail investors contributing a net inflow of 6.81 million yuan [3] - Ankai Bus saw a net inflow of 5.85 million yuan from main funds, but a net outflow of 11.61 million yuan from retail investors [3] - Zhongtong Bus had a net outflow of 7.69 million yuan from main funds, while retail investors contributed a net inflow of 393,200 yuan [3]

曙光股份筹划近一年的定增项目，最终未能"落地"。11月10日晚，曙光股份披露公告称，公司终止向实 控人定增募资补流并撤回申请文件。据悉，曙光股份原拟募集资金不超过3.39亿元。此次定增落空的同 时，曙光股份业绩承压明显，净利已连续四年为负，今年前三季度净利同比减亏。针对相关问题，曙光 股份方面于11月11日接受了北京商报记者的采访。 不超3.39亿元定增终止 11月10日晚，曙光股份发布终止向特定对象发行股票事项并撤回申请文件的公告。 曙光股份在去年11月发布的定增预案显示，拟向实控人之一梁梓发行股票，发行股票数量不超过1.49亿 股，拟募集资金总额不超过3.39亿元，扣除发行费用后将全部用于补充流动资金。梁梓以现金方式认 购，本次发行构成关联交易。彼时，曙光股份表示，本次发行完成后，公司资产负债率将进一步降低， 财务结构将更加稳健，抗风险能力将进一步增强，不存在通过本次发行大量增加负债（包括或有负债） 的情况。 今年7月，曙光股份收到上交所出具的《关于辽宁曙光汽车集团股份有限公司向特定对象发行股票申请 文件的审核问询函》，不过公司并未回复。 如今筹划数月，曙光股份定增事项最终未能如愿。对于终止原因，曙光股份 ...

Core Viewpoint - Shuguang Co., Ltd. has terminated its planned private placement to raise up to 339 million yuan, citing external environment and company conditions as reasons for the decision [1][3] Group 1: Fundraising and Financial Structure - The company intended to issue up to 149 million shares to its actual controller, Liang Zi, to raise funds for working capital [3] - The termination of the private placement will not significantly impact the company's normal operations [3] - The company's debt-to-asset ratio has been increasing, with figures of 44.8% in 2022, 54.19% in 2023, and projected 65.17% by the end of 2025 [4] Group 2: Financial Performance - Shuguang Co., Ltd. has reported negative net profits for four consecutive years, with a net loss of approximately 2.22 billion yuan in the first three quarters of this year, although this represents a reduction in losses compared to previous years [6] - The company's revenue has shown a slight recovery, with a 24.13% year-on-year increase to approximately 1.172 billion yuan in the first three quarters of this year [6] - The company has been working to improve its production and operational efficiency to mitigate losses [6] Group 3: Market Performance - On November 11, the company's stock price increased by 2.06%, closing at 3.96 yuan per share, with a total market capitalization of 2.707 billion yuan [7] - Over the period from January 2 to November 11, the company's stock price has risen by 31.92%, outperforming the broader market, which increased by 19.42% during the same period [7]

长江商报奔腾新闻记者 徐佳 推进一年，曙光股份（600303.SH）主动撤回了定增申请。 11月10日晚间，曙光股份公告称，公司终止向特定对象发行股票事项并撤回申请文件。 长江商报奔腾新闻记者注意到，2024年11月，曙光股份披露定增预案。公司拟向实控人之一梁梓非公开 发行股票不超过1.49亿股，募集资金总额不超过3.39亿元，扣除发行费用后的募集资金净额将全部用于 补充流动资金。 同样在11月10日晚间，曙光股份披露2025年10月产销数据。2025年10月，公司整车产量6台、销量108 台，同比减少83.33%、56.8%。其中，客车的产量和销量均为0台，上年同期分别为4台、3台；皮卡的 产量和销量分别由上年同期的20台、235台减少至2台、104台，降幅90%、55.74%；特种车的产量和销 量均为4台，上年同期均为12台。 2025年前十月，曙光股份整车销量合计为1693台，同比减少10.94%。其中，仅特种车的产量和销量均 达到148台，同比均增长4.96%。客车、皮卡的产量分别为41台、1504台，同比减少28.07%、11.69%， 销量分别为30台、1171台，同比减少50%、38.63%。 ...

Core Points - The commercial vehicle sector experienced a decline of 1.11% on November 11, with Jianghuai Automobile leading the drop [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Commercial Vehicle Sector Performance - The following companies showed notable performance: - Shuguang Co., Ltd. (600303) closed at 3.96, up 2.06% with a trading volume of 275,900 shares and a transaction value of 108 million [1] - Hanma Technology (600375) closed at 7.19, up 1.41% with a trading volume of 469,100 shares and a transaction value of 335 million [1] - Foton Motor (600166) closed at 2.92, up 1.39% with a trading volume of 1,609,800 shares and a transaction value of 470 million [1] - Dongfeng Motor (600006) closed at 7.85, up 1.03% with a trading volume of 331,400 shares and a transaction value of 258 million [1] - Jianghuai Automobile (600418) closed at 46.16, down 3.19% with a trading volume of 413,700 shares and a transaction value of 1.927 billion [2] Fund Flow Analysis - The commercial vehicle sector saw a net outflow of 360 million from institutional investors, while retail investors contributed a net inflow of 261 million [2] - The following companies had significant fund flows: - Foton Motor (600166) had a net inflow of 39.94 million from institutional investors, but a net outflow of 43.89 million from retail investors [3] - Hanma Technology (600375) had a net inflow of 13.05 million from institutional investors, with retail investors contributing a net inflow of 0.62 million [3] - Dongfeng Motor (600006) had a net inflow of 9.45 million from institutional investors, but a net outflow of 12.84 million from retail investors [3]

Group 1: Company Announcements - Shuguang Co. announced the termination of the 2024 private placement of A-shares to specific investors, including the actual controller Liang Zi [2] - The decision to terminate the private placement was made after careful consideration of the external environment and the company's actual situation and development plans [2] - The company received an inquiry letter from the Shanghai Stock Exchange regarding the application for the private placement on July 31, 2025 [2] Group 2: Production and Sales Data - In October 2025, Shuguang Co. produced 6 vehicles, a significant decline of 83.33% compared to 36 vehicles in the same month last year [2] - Cumulative production from January to October 2025 reached 1,693 vehicles, representing a year-on-year decrease of 10.94% [2] - In October 2025, the company sold 108 vehicles, down 56.80% from 250 vehicles sold in the same month last year [2] - Cumulative sales from January to October 2025 totaled 1,349 vehicles, reflecting a year-on-year decrease of 36.04% [2] Group 3: Automotive Parts Industry - In October, the sales of axle components reached 56,053 units, a decline of 44.68% compared to 101,329 units sold in the same month last year [3] - Cumulative sales of axle components from January to October 2025 were 1,064,262 units, showing a year-on-year increase of 52.67% [3] - Sales of new energy vehicle axles in October were 35,198 units, down 43.78% year-on-year, while cumulative sales reached 682,228 units, reflecting a significant increase of 154% [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票简称：曙光股份 证券代码：600303 编号：临2025-057 辽宁曙光汽车集团股份有限公司 第十一届监事会第十五次会议决议公告 本公司监事会及全体监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个别及连带责任。 一、监事会会议召开情况 辽宁曙光汽车集团股份有限公司（以下简称"公司"）第十一届监事会第十五次会议于2025年11月10日以 通讯表决方式召开。根据公司《监事会议事规则》中关于"情况紧急，需要尽快召开监事会临时会议 的，可以随时通过口头或者电话等方式发出会议通知，但召集人应当在会议上作出说明"的规定，会议 通知于2025年11月7日以电子邮件方式送达全体监事，召集人亦于本次会议上做出了相应说明。会议应 出席监事3名，实际出席监事3名，会议召开符合《公司法》和《公司章程》的有关规定。 股票简称：曙光股份 证券代码：600303 编号：临2025-056 二、监事会会议审议情况 经监事审议、表决，通过如下议案： 审议通过了《关于终止2024年度向特定对象发行股票事项并撤回申请文件的议案》 监事会 ...

中国经济网北京11月11日讯 曙光股份(600303.SH)昨晚披露的关于终止向特定对象发行股票事项并撤回申请文件的公告显示，公 司于2025年11月10日召开第十一届董事会第二十三次会议和第十一届监事会第十五次会议，审议通过了《关于终止2024年度向特定对 象发行股票事项并撤回申请文件的议案》，同意公司终止本次向特定对象发行股票事项并撤回申请文件。 对于终止本次向特定对象发行股票事项的主要原因，曙光股份表示，自公司披露本次向特定对象发行股票事项后，公司及各中介 机构积极推进各项工作，严格按照相关法律法规和规范性文件的要求履行了决策程序和信息披露义务。现综合考虑当前外部环境，结 合公司实际情况、发展规划等因素，经相关各方充分沟通、审慎分析后，公司决定终止本次向特定对象发行股票事项并撤回相关申请 文件。 曙光股份2025年7月19日披露的2024年度向特定对象发行A股股票证券募集说明书(申报稿) 显示，本次向特定对象发行股票拟募集 资金总额不超过338,619,546.60元（含本数），并以中国证监会关于本次发行的注册批复文件为准，扣除发行费用后的募集资金净额将 全部用于补充流动资金。 本次发行价格为2.28元 ...

Core Viewpoint - Shuguang Co., Ltd. has announced the termination of its planned private placement of shares, citing a comprehensive consideration of the current external environment and the company's actual situation and development plans as reasons for the decision [4]. Group 1: Termination of Private Placement - The company held a board meeting on November 10, 2025, where it approved the termination of the private placement plan and the withdrawal of the application documents [2]. - The initial plan, announced on November 14, 2024, aimed to raise up to 339 million yuan, with the net proceeds intended to supplement working capital [4]. - The application was accepted by the Shanghai Stock Exchange on July 17, 2025, but the company did not respond to the inquiry letter from the exchange for over three months before announcing the termination [4]. Group 2: Financial Situation - Shuguang Co., Ltd. is facing a tight cash flow situation, with a reported cash balance of only 135 million yuan, while short-term borrowings and current liabilities exceed 600 million yuan [5]. - The company has experienced continuous losses, with a net profit of -340.8 million yuan for the year ending December 31, 2024, and a cumulative loss of over 2 billion yuan in the first three quarters of 2025 [6][5]. - The company's asset-liability ratio is increasing, indicating significant short-term repayment pressure [5]. Group 3: Market Performance - Despite the financial struggles, the company's stock price has shown a significant increase, with the latest price at 3.88 yuan per share, representing a 70% gain compared to the previous issuance price of 2.28 yuan [4]. - As of November 10, 2025, the market capitalization of Shuguang Co., Ltd. is reported to be 2.652 billion yuan [7].

Core Points - Shuguang Co., Ltd. reported a significant decline in production and sales for October 2025, with vehicle production dropping to 6 units, a year-on-year decrease of 83.33% [1] - Cumulative production for the first ten months of 2025 reached 1,693 units, reflecting a year-on-year decline of 10.94% [1] - Total vehicle sales for October were 108 units, down 56.80% compared to the same month last year, with cumulative sales of 1,349 units, a decrease of 36.04% year-on-year [1] Production Summary - In October, the production of buses was zero, indicating a 100% decrease compared to the same month last year [2] - Pickup truck production was 2 units, down 90% from 20 units in the previous year, while special vehicle production was also zero, marking a 66.67% decline [2] - Cumulative production of pickups for the year was 1,504 units, down 11.69% from 1,703 units last year [2] Sales Summary - Total sales for October included zero sales of new energy buses, with cumulative sales for the year at 3 units, down 94.23% from 52 units last year [2] - Pickup truck sales were 104 units, a decrease of 55.74% from 235 units in the previous year, with cumulative sales of 1,171 units, down 38.63% from 1,908 units [2] - The overall sales of vehicle components showed a significant decline, with a 44.68% drop in the sales of vehicle axles compared to the previous year [2] Financial Performance - For the first three quarters of 2025, Shuguang Co., Ltd. reported revenue of 1.172 billion yuan, an increase of 24.1% year-on-year [3] - The company experienced a slight reduction in net loss, with a loss of 222 million yuan compared to a loss of 224 million yuan in the same period last year [3] - The operating cash flow for the company was negative at 61.18 million yuan, and the earnings per share (EPS) was -0.3245 yuan [3]