格隆汇10月20日丨安孚科技(603031.SH)在投资者互动平台表示，象帝先是国家标准计划《半导体集成 电路 图形处理器（GPU）》的起草单位之一，参与了该标准的编制工作。 ...

格隆汇10月20日丨安孚科技(603031.SH)在投资者互动平台表示，象帝先是国家标准计划《半导体集成 电路 图形处理器（GPU）》的起草单位之一，参与了该标准的编制工作。 ...

Core Viewpoint - The report highlights the ongoing trend of mergers and acquisitions (M&A) in the market, with companies focusing on high-quality industrial acquisitions to enhance productivity and inject vitality into the capital market [4][8]. Group 1: M&A Activity - Aikodi has completed the acquisition of 71% equity in Zhaolbo, with the share registration for the acquisition finalized on October 10 [4]. - Since the third quarter, at least eight companies listed on the Shanghai Stock Exchange, including Zongyi Co. and Guangxi Broadcasting, have successfully completed M&A transactions [5]. - Anfu Technology has increased its stake in Anfu Energy from 62.25% to 93.26% through a share issuance and cash payment for 31% equity [6]. Group 2: Regulatory Approvals - Several companies have received registration approvals from the China Securities Regulatory Commission (CSRC) for their M&A plans, facilitating the completion of these transactions [6][7]. - For instance, on October 1, Yuanda Environmental announced that its acquisition of 100% equity in Wuling Power and 64.93% equity in Changzhou Hydropower received CSRC approval [7]. Group 3: Industry Integration - The trend of horizontal and vertical integration is evident, with companies acquiring peers or upstream/downstream businesses to achieve synergies and enhance product offerings [8]. - Aikodi's acquisition of Zhaolbo aims to improve its automotive parts supply chain, while Changying Tong's acquisition of Shengyisheng Optoelectronics seeks to achieve upstream and downstream collaboration in the optical communication sector [8]. Group 4: Transformation and Restructuring - Companies are also pursuing transformation through restructuring, as seen with Jiangtong Equipment's exit from coal-related businesses and Guangxi Broadcasting's divestment of its broadcasting operations [9]. - The restructuring efforts are aimed at shedding unprofitable segments and focusing on more promising areas, thereby creating opportunities for future growth [9].

Investment Rating - The report maintains a positive outlook on the light industry and paper sector for Q3 2025, indicating a favorable investment rating [1]. Core Insights - The globalization of supply chains is accelerating changes in the packaging landscape, with leading companies increasing their market share and improving profitability [2]. - Q3 2025 is expected to see a divergence in performance among companies, influenced by supply chain advantages and growth potential [2]. - The report highlights specific companies with projected revenue and profit growth, indicating a robust performance in certain segments despite challenges in others [5][6]. Summary by Sections Packaging and Printing - Companies like Yutong Technology and Baosteel Packaging are expected to see slight revenue growth, while others like Meiyingsen may face revenue pressure but maintain profit growth [2][3]. - The overall packaging sector is benefiting from the global supply chain shift, with many companies reporting stable or improving profit margins [2][3]. Export Sector - Companies such as Jiangxin Home and Qianjiang Motorcycle are projected to experience significant revenue growth, with estimates of over 30% for Q3 2025 [6][7]. - The report notes that the export sector is showing resilience, with several companies adapting well to changing market conditions [6][7]. Two-Wheel and Motorcycle Sector - Companies like Aima Technology and Spring Wind Power are expected to report revenue growth of over 10% in Q3 2025, driven by seasonal demand and market adjustments [10][11]. - The sector is experiencing a mix of growth and challenges, with some companies facing declines due to regulatory changes [10][11]. Home Furnishing Sector - The report indicates that companies like Oppein Home and Kuka Home are facing revenue declines, while others like Joy Home are expected to show resilience with slight growth [12][14]. - The home furnishing market is under pressure from policy changes, but some segments are performing better than others [12][14]. Light Consumer Goods - Companies such as Dongkang Oral and Jeya are projected to see significant revenue and profit growth, with estimates indicating over 60% growth for Jeya in Q3 2025 [13][16]. - The light consumer goods sector is showing a positive trend, with several companies benefiting from strong demand and effective marketing strategies [13][16]. Paper Industry - The report anticipates a mixed performance in the paper sector, with some companies like Sun Paper expected to see profit declines due to price pressures, while others may experience stability [18][19]. - The paper industry is facing challenges from raw material price fluctuations, but certain segments are expected to maintain profitability [18][19].

Market Overview - The battery sector experienced a decline of 0.53% on the previous trading day, with Defu Technology leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Top Gainers in the Battery Sector - Haike Xinao (301292) saw a closing price of 26.44, with a significant increase of 12.46% and a trading volume of 317,800 shares, amounting to 788 million yuan [1] - Jinyinhai (300619) closed at 37.67, up 12.35%, with a trading volume of 224,800 shares and a turnover of 810 million yuan [1] - Qiaocheng Ultrasonic (688392) closed at 103.40, rising by 11.97% with a trading volume of 72,800 shares, totaling 728 million yuan [1] Top Losers in the Battery Sector - Defu Technology (301511) closed at 32.27, down 5.95%, with a trading volume of 288,100 shares and a turnover of 928 million yuan [2] - Keda Li (002850) closed at 174.01, decreasing by 5.05%, with a trading volume of 87,900 shares and a turnover of 1.526 billion yuan [2] - Anfu Technology (603031) closed at 39.85, down 4.18%, with a trading volume of 71,500 shares and a turnover of 285 million yuan [2] Capital Flow in the Battery Sector - The battery sector experienced a net outflow of 3.121 billion yuan from institutional investors, while retail investors saw a net inflow of 3.336 billion yuan [2][3] - Notable net inflows from retail investors included Tianqi Materials (002709) with 2.12 billion yuan and Greenmei (002340) with 2.11 billion yuan [3] - Major net outflows from institutional investors included Shida Shenghua (603026) with 94.291 million yuan and Jinyinhai (300619) with 71.922 million yuan [3]

安徽安孚能源科技有限公司 过渡期损益情况专项审计报告 2024 年 1 月 1 日至 2025 年 8 月 31 日 目 曼 | 一、过渡期损益情况专项审计报告 | 1-3 | | --- | --- | | 二、过渡期合并利润表 | A | | 三、过渡期合并利润表附注 | 5 | 中证天通会计师事务所 (特殊普通合伙) 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://zc.cnof.gov.cn）" 进行 "在 过渡期损益情况专项审计报告 中证天通(2025)证专审21120017号 安徽安孚能源科技有限公司全体股东: 一、审计意见 我们审计了安徽安孚能源科技有限公司(以下简称安孚能源)编制的 2024 年 1 月 1 日至 2025 年 8 月 31 日过渡期合并利润表及其附注 (以下简称过 渡期合并利润表)。 我们认为,后附的过渡期合并利润表在所有重大方面按照"附注二所述 编制基础"的规定编制,公允反映了安孚能源 2024年 1月 1日至 2025年 8 月 31日的交割过渡期经营成果。 二、形成审计意见的基础 我们按照中国注册会计师审计准则的规定执行了审计工作。审计报告的 " ...

证券代码：603031 股票简称：安德利 编号：2025-078 安徽安孚电池科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金暨 关联交易之标的资产过渡期损益情况的公告 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。 三、过渡期损益审计情况 中证天通会计师事务所（特殊普通合伙）对标的公司过渡期间损益进行了审 计，出具了《安徽安孚能源科技有限公司过渡期损益情况专项审计报告》（中证 1 天通（2025）证专审 21120017 号）。 根据上述专项审计报告，在本次交易的过渡期间内，标的公司实现归属于母 公司的净利润 545,110,926.11 元，未出现经营亏损，交易对方无需承担补偿责任， 标的资产在过渡期内产生的收益由公司享有。 特此公告。 安徽安孚电池科技股份有限公司（以下简称"公司"或"安孚科技"）以发 行股份及支付现金的方式购买宁波九格众蓝股权投资合伙企业（有限合伙）、袁 莉、华芳集团有限公司、张萍、钱树良和安徽金通新能源汽车二期基金合伙企业 （有限合伙）持有的安徽安孚能源科技有限公司（以下简称"标的公司" ...

统一社会信用代码：913401001536645616 证券代码：603031 股票简称：安孚科技 编号：2025-077 安徽安孚电池科技股份有限公司 关于完成工商变更登记的的公告 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。 安徽安孚电池科技股份有限公司（以下简称"公司"）根据中国证券监督管 理委员会出具的《关于同意安徽安孚电池科技股份有限公司发行股份购买资产并 募集配套资金注册的批复》（证监许可〔2025〕1709 号），已完成本次发行股 份购买资产并募集配套资金的相关工作。公司总股本由 211,120,000 股增加至 257,824,793 股，公司注册资本由 211,120,000 元增加至 257,824,793 元。 根据公司相关股东会临时会议和董事会会议的授权，公司已于近日完成了相 应工商变更登记事宜，并取得了合肥市市场监督管理部门换发的《营业执照》， 相关信息如下： 成立日期：1999 年 05 月 07 日 营业期限：长期 经营范围：一般项目：技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广 ...

安孚科技今年以来股价涨47.81%，近5个交易日跌6.57%，近20日涨15.74%，近60日涨41.91%。 10月9日，安孚科技盘中下跌2.01%，截至13:04，报41.92元/股，成交1.79亿元，换手率2.00%，总市值 108.08亿元。 资金流向方面，主力资金净流出1446.98万元，特大单买入1013.95万元，占比5.67%，卖出2178.78万 元，占比12.18%；大单买入4667.35万元，占比26.10%，卖出4949.49万元，占比27.67%。 今年以来安孚科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入-5609.53万 元；买入总计1.59亿元 ，占总成交额比19.94%；卖出总计2.15亿元 ，占总成交额比26.98%。 资料显示，安徽安孚电池科技股份有限公司位于安徽省合肥市蜀山区潜山路888号百利中心北塔1801， 成立日期1999年5月7日，上市日期2016年8月22日，公司主营业务涉及高性能环保锌锰电池的研发、生 产及销售。主营业务收入构成为：碱性电池83.08%，碳性电池7.88%，其他电池4.51%，其他产品 4.35%，其他(补充)0.1 ...

投资者可登陆本公司网站（http://www.xqfunds.com），或拨打客户服务电话（400-678-0099，021- 38824536）咨询相关信息，或通过在线客服直接咨询或转人工咨询相关事宜。 特此公告。 兴证全球基金管理有限公司 我司旗下兴全中证800六个月持有期指数增强型证券投资基金、兴全沪深300指数增强型证券投资基金 （LOF）参加了安孚科技（603031）（以下简称"该股票"）非公开定向增发，根据中国证监会《关于基 金投资非公开发行股票等流通受限证券有关问题的通知》（证监基金字[2006]141号）的要求，现将相 关情况公告如下： 该股票本次非公开定向增发股份的发行价格为35.79元/股，锁定期6个月，已于2025年9月29日发布《安 孚科技:发行股份及支付现金购买资产并募集配套资金暨关联交易实施情况暨新增股份上市公告书》公 布了本次非公开发行结果。截至2025年9月29日收盘，上述基金持有该股票本次非公开发行部分的具体 情况为： ■ 2025年10月9日 ...