Core Viewpoint - Samsung Medical (601567.SH) currently has no collaboration with Huawei according to the company's statement on the interactive platform [1] Company Summary - Samsung Medical has clarified its position regarding any potential partnership with Huawei, stating that there are no existing collaborations at this time [1]

Group 1: Solid-State Battery Industry - The solid-state battery industrialization is progressing with support from policies, material advancements, and application developments. Key companies to watch include Xiamen Tungsten, Tianqi Lithium, and others in the supply chain [2][3] - Major developments include the mass production of semi-solid batteries by Zhuhai Guanyu and the upcoming solid-state battery projects by Yiyuan Lithium Energy and others [2] Group 2: Domestic Energy Storage Systems - The domestic energy storage system bidding capacity reached 47.2 GWh in August 2025, reflecting a year-on-year increase of 2158% and a month-on-month increase of 1142%. Cumulative bidding for the year reached 144.1 GWh, up approximately 216% year-on-year [3] - The high demand for energy storage systems indicates a strong need for new power systems in China, laying a foundation for stable market development in 2026-2027. Key companies include Sungrow Power, Yiyuan Lithium Energy, and others [3] Group 3: AIDC Power Equipment Sector - AIDC power equipment companies are expected to benefit from increased capital expenditures, with Alibaba reporting a capital expenditure of 38.7 billion yuan in Q2 2025, up 220% year-on-year [3][32] - The demand for data center construction remains strong, and companies like Jinpan Technology and New Special Electric are positioned to gain from this trend [3][32] Group 4: Power Grid Equipment Sector - Power grid equipment companies are experiencing steady growth, with major firms maintaining robust performance in the first half of 2025. A surge in high-voltage bidding is anticipated in the second half of the year [4][42] - Key companies to focus on include Guodian NARI, Siyi Electric, and others, as they expand their product offerings and international presence [4][42] Group 5: Wind Power Sector - Wind power companies are seeing simultaneous increases in volume and profit, with significant growth in both onshore and offshore projects expected in the latter half of 2025 [4][59] - Companies like Goldwind Technology and Dongfang Cable are recommended for investment as they are well-positioned to benefit from this growth [4][59] Group 6: Investment Recommendations - The report suggests monitoring the recovery of the power grid equipment sector, the progress of offshore wind projects, the advancement of solid-state battery industrialization, and the global demand for energy storage installations [4]

Group 1 - On September 9, Samsung Medical experienced a decline of 1.41% with a trading volume of 379 million yuan, and the net financing buy was -13.11 million yuan [1] - As of September 9, the total margin balance for Samsung Medical was 467 million yuan, with a financing balance of 464 million yuan, accounting for 1.43% of the circulating market value [1] - The company’s main business revenue composition includes 79.70% from the power sector, 19.15% from medical services, and 1.15% from other businesses [1] Group 2 - As of June 30, the number of shareholders for Samsung Medical increased to 29,000, a rise of 76.91%, while the average circulating shares per person decreased by 43.15% to 48,732 shares [2] - For the first half of 2025, Samsung Medical reported a revenue of 7.972 billion yuan, a year-on-year increase of 13.93%, and a net profit attributable to shareholders of 1.230 billion yuan, up 6.93% year-on-year [2] - Since its A-share listing, Samsung Medical has distributed a total of 5.728 billion yuan in dividends, with 2.650 billion yuan distributed in the last three years [3]

Core Viewpoint - Ningbo SANSING Medical Electric Co., Ltd. announced the repurchase and cancellation of restricted stock due to five incentive targets no longer meeting the conditions for the incentive plan after leaving the company [2][20]. Group 1: Repurchase and Cancellation Details - The repurchase involves 41,800 shares of restricted stock from the fourth and fifth phases of the incentive plan [21]. - The company plans to complete the repurchase and cancellation by September 12, 2025, and will handle the necessary registration changes [22]. - Following the cancellation, the total share capital will decrease from 1,405,251,200 shares to 1,405,209,400 shares [23]. Group 2: Incentive Plan Implementation - The fourth phase of the incentive plan was approved on November 17, 2021, with 1,446.35 million shares granted to 189 eligible targets [5][6]. - The fifth phase was approved on January 24, 2022, with 762.2 million shares granted to 159 eligible targets [12][13]. - The company has conducted multiple meetings to review and approve adjustments to the incentive plans and the repurchase of shares [4][5][6][12][13]. Group 3: Compliance and Legal Assurance - The board of directors confirmed that the decision-making process and information disclosure comply with relevant laws and regulations [23]. - The company has ensured that all involved parties have been informed about the repurchase and cancellation, with no objections raised [23].

（文章来源：证券日报） 证券日报网讯 9月9日晚间，三星医疗发布公告称，公司第四期及第五期限制性股票激励计划中5名激励 对象因离职已不符合激励条件，其已获授但尚未解除限售的限制性股票由本公司回购注销，注销股份数 量41，800股，注销日期：2025年9月12日。 ...

证券代码：601567 证券简称：三星医疗 公告编号：临 2025-076 宁波三星医疗电气股份有限公司 关于股权激励限制性股票回购注销实施公告 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： 本次注销股份的有关情况 | 回购股份数量 | 注销股份数量 | | 注销日期 | | | | | --- | --- | --- | --- | --- | --- | --- | | 股 41,800 | 41,800 | 股 | 9 | 年 2025 | 月 | 日 12 | 一、本次限制性股票回购注销的决策与信息披露 （一）公司第四期限制性股票激励计划实施情况 1、2021 年 11 月 17 日，公司召开第五届董事会第十六次会议，审议通过了 《关于第四期限制性股票激励计划（草案）及其摘要的议案》《关于第四期限制 性股票激励计划实施考核管理办法的议案》《关于提请股东大会授权董事会办理 公司第四期限制性股票激励计划有关事项的议案》及《关于召开 2021 年第二次 临时股东大会的议案》，关联董事已在审议相关事项时回避表 ...

上海锦天城（杭州）律师事务所 法律意见书 上海锦天城（杭州）律师事务所 关于宁波三星医疗电气股份有限公司 股权激励限制性股票回购注销实施情况的 法律意见书 地址：浙江省杭州市上城区富春路 308 号华成国际发展大厦 12 楼 电话：0571-89838088 传真：0571-89838099 邮编：310000 上海锦天城（杭州）律师事务所 法律意见书 上海锦天城（杭州）律师事务所 关于宁波三星医疗电气股份有限公司 股权激励限制性股票回购注销实施情况的 法律意见书 致：宁波三星医疗电气股份有限公司 对本法律意见书，本所及经办律师特作如下声明： 1、本所及经办律师依据《公司法》《证券法》《激励管理办法》《律师事务所 从事证券法律业务管理办法》《律师事务所证券法律业务执业规则（试行）》等法 律法规的规定以及本法律意见书出具日以前已经发生或者存在的事实为基础发 表法律意见。 2、本所及经办律师已根据有关法律法规的规定严格履行了法定职责，遵循 了勤勉尽责和诚实信用的原则，进行了充分的核查验证，保证本法律意见书所认 定的事实真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记载、 误导性陈述或者重大遗漏，并承担 ...

Core Viewpoint - Ningbo Samsung Medical Electric Co., Ltd. announced the repurchase and cancellation of 41,800 restricted stocks due to the departure of five incentive targets, which does not meet the incentive conditions [1] Group 1 - The company will complete the cancellation of the stocks by September 12, 2025 [1] - Following the cancellation, the total share capital will decrease from 1,405,251,200 shares to 1,405,209,400 shares [1] - The company confirmed that the decision-making process for the repurchase and cancellation is compliant with regulations and does not harm the rights of relevant parties [1]

Core Points - The company held its second extraordinary general meeting of shareholders on September 8, 2025, with all resolutions passed without any objections [2][3][5] - The meeting was chaired by the chairman of the board, and both on-site and online voting methods were utilized, complying with legal and regulatory requirements [3][5] - The company announced the resignation of director Qiu Ruoying due to internal adjustments, and Zheng Weike was elected as the employee director during the employee representative assembly [7][8] Meeting Details - The meeting took place at the company's headquarters in Ningbo, with all current directors and supervisors in attendance [2][4] - The resolutions included providing guarantees for a wholly-owned subsidiary, abolishing the supervisory board, amending the articles of association, and approving the profit distribution plan for the first half of 2025 [5][6] Guarantee Announcement - The company applied for a letter of guarantee from HSBC Bank (China) for its subsidiary, Sanxing Sweden, amounting to approximately 725,300 RMB [14] - The total approved guarantee amount for subsidiaries is 974,850,000 RMB, with actual guarantees amounting to 596,985,700 RMB, representing 49.41% of the company's net assets for 2024 [19]

Core Viewpoint - Samsung Medical announced the election of Mr. Zheng Weike as the employee director during the employee representative meeting scheduled for September 8, 2025 [2] Company Summary - The company held an employee representative meeting on September 8, 2025, to elect a new employee director [2] - Mr. Zheng Weike was elected as the employee director [2]