Jiangsu Huachen(603097)

Search documents
江苏华辰(603097) - 天健会计师事务所(特殊普通合伙)关于江苏华辰变压器股份有限公司以自筹资金预先投入募投项目及支付发行费用的鉴证报告
2025-08-06 08:46
关于江苏华辰变压器股份有限公司 以自筹资金预先投入募投项目及支付发行费用的 鉴证报告 天健审〔2025〕15917 号 江苏华辰变压器股份有限公司全体股东: 我们鉴证了后附的江苏华辰变压器股份有限公司(以下简称江苏华辰公司) 管理层编制的《以自筹资金预先投入募投项目及支付发行费用的专项说明》。 一、以自筹资金预先投入募投项目及支付发行费用的鉴证报告…第 1—2 页 二、以自筹资金预先投入募投项目及支付发行费用的专项说明…第 3—4 页 目 录 一、对报告使用者和使用目的的限定 本鉴证报告仅供江苏华辰公司为以募集资金置换预先投入募投项目及支付 发行费用的自筹资金之目的使用,不得用作任何其他目的。 二、管理层的责任 江苏华辰公司管理层的责任是提供真实、合法、完整的相关资料,按照《上 市公司募集资金监管规则》(证监会公告〔2025〕10 号)和《上海证券交易所 上市公司自律监管指引第 1 号——规范运作(2025 年 5 月修订)》(上证发〔2025〕 68 号)的要求编制《以自筹资金预先投入募投项目及支付发行费用的专项说明》, 并保证其内容真实、准确、完整,不存在虚假记载、误导性陈述或重大遗漏。 三、注册会计师的 ...
江苏华辰(603097) - 甬兴证券有限公司关于江苏华辰变压器股份有限公司使用募集资金置换预先投入募投项目及已支付发行费用的自筹资金的核查意见
2025-08-06 08:46
甬兴证券有限公司 关于江苏华辰变压器股份有限公司 使用募集资金置换预先投入募投项目 及已支付发行费用的自筹资金的核查意见 二、发行申请文件承诺募集资金投资项目情况 根据《江苏华辰变压器股份有限公司向不特定对象发行可转换公司债券募集说明 书》,本次向不特定对象发行可转换公司债券募集资金扣除相关发行费用后将用于投 资以下项目: 单位:人民币万元 | 序号 | 项目名称 | 项目总投资 | 拟投入募集资金 | | --- | --- | --- | --- | | 1 | 新能源电力装备智能制造产业基地建设项目 (一期) | 54,431.73 | 26,901.72 | | 2 | 新能源电力装备数字化工厂建设项目 | 19,422.18 | 10,098.28 | | 3 | 补充流动资金 | 9,000.00 | 9,000.00 | | | 合计 | 82,853.91 | 46,000.00 | 如本次发行实际募集资金(扣除发行费用后)少于拟投入本次募集资金总额,公 司董事会将根据募集资金用途的重要性和紧迫性安排募集资金的具体使用,不足部分 将通过自筹方式解决。在不改变本次募集资金投资项目的前提下,公司董 ...
江苏华辰(603097) - 甬兴证券有限公司关于江苏华辰变压器股份有限公司使用部分闲置募集资金进行现金管理的核查意见
2025-08-06 08:46
甬兴证券有限公司 关于江苏华辰变压器股份有限公司 使用部分闲置募集资金进行现金管理的核查意见 根据《江苏华辰变压器股份有限公司向不特定对象发行可转换公司债券募集说明 书》,本次向不特定对象发行可转换公司债券募集资金扣除相关发行费用后将用于投 资以下项目: 单位:人民币万元 | 序号 | 项目名称 | 项目总投资 | 拟投入募集资金 | | --- | --- | --- | --- | | 1 | 新能源电力装备智能制造产业基地建设项目 (一期) | 54,431.73 | 26,901.72 | | 2 | 新能源电力装备数字化工厂建设项目 | 19,422.18 | 10,098.28 | | 3 | 补充流动资金 | 9,000.00 | 9,000.00 | | | 合计 | 82,853.91 | 46,000.00 | 由于募投项目建设需要一定周期,根据募投项目的实际建设进度,现阶段公司的 募集资金存在暂时闲置的情形。在不影响募集资金投资项目建设、不影响公司正常生 产经营及确保资金安全的情况下,公司将合理利用闲置募集资金进行现金管理,提高 募集资金使用效率。 一、募集资金基本情况 公司经中国证券监 ...
江苏华辰(603097.SH):拟使用不超过7000万元闲置募集资金进行现金管理
Ge Long Hui A P P· 2025-08-06 08:37
Group 1 - The company Jiangsu Huachen (603097.SH) announced plans to use part of its idle raised funds to purchase financial products, with a total limit not exceeding 70 million yuan [1] - The funds can be used in a rolling manner within the specified limit, allowing for reinvestment of returns generated from the initial investments [1] - At any point during the investment period, the transaction amount, including reinvested returns, should not exceed the aforementioned limit [1]
江苏华辰申请一种散热风道结构及其适配的储能集装箱专利,确保箱体内部的整体降温效果
Jin Rong Jie· 2025-08-02 07:16
Group 1 - Jiangsu Huachen Transformer Co., Ltd. has applied for a patent titled "A Heat Dissipation Duct Structure and Its Adapted Energy Storage Container," with publication number CN120413872A, filed on April 2025 [1] - The patent relates to energy storage equipment technology, specifically a heat dissipation duct structure that includes a main duct capable of transporting refrigerants, an air inlet, multiple outlets, and several wind deflectors to ensure balanced airflow and prevent local overheating [1] - The design features multiple wind deflectors of increasing length within the duct to regulate outlet opening lengths, ensuring effective cooling and preventing airflow reduction [1] Group 2 - Jiangsu Huachen Transformer Co., Ltd. was established in 2007 and is located in Xuzhou, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 164.435 million RMB and has made investments in three enterprises, participated in 1,746 bidding projects, and holds 179 patents along with 10 trademark registrations [2] - Additionally, the company possesses 21 administrative licenses, indicating a robust operational framework and engagement in various business activities [2]
今日46只个股突破年线
Zheng Quan Shi Bao Wang· 2025-07-14 08:08
Market Overview - The Shanghai Composite Index closed at 3519.65 points, above the annual line, with a change of 0.27% [1] - The total trading volume of A-shares reached 14809.22 billion yuan [1] Stocks Breaking Annual Line - A total of 46 A-shares have surpassed the annual line today, with notable stocks including: - Siyuan Electric (002028) with a deviation rate of 7.62% - Huaming Equipment (002270) with a deviation rate of 2.75% - Tongyi Co., Ltd. (300538) with a deviation rate of 2.63% [1] Deviation Rate Rankings - The top stocks with the highest deviation rates from the annual line include: - Siyuan Electric: 10.00% increase, latest price 76.99 yuan, deviation rate 7.62% - Huaming Equipment: 3.25% increase, latest price 16.85 yuan, deviation rate 2.75% - Tongyi Co., Ltd.: 2.63% increase, latest price 16.02 yuan, deviation rate 2.63% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Daqin Railway and *ST Haiyuan with minimal deviation rates [1]
今日41只股长线走稳 站上年线
Zheng Quan Shi Bao Wang· 2025-07-14 04:17
Market Overview - The Shanghai Composite Index closed at 3525.40 points, above the annual line, with a change of 0.43% [1] - The total trading volume of A-shares reached 987.43 billion yuan [1] Stocks Breaking Annual Line - A total of 41 A-shares have surpassed the annual line today, with notable stocks including: - Siyuan Electric (002028) with a deviation rate of 7.62% - Tongyi Co., Ltd. (300538) with a deviation rate of 2.51% - Ruisheng Technology (688090) with a deviation rate of 2.05% [1] Stocks with Significant Deviation Rates - The stocks with the highest deviation rates from the annual line include: - Siyuan Electric: 10.00% increase, trading at 76.99 yuan - Tongyi Co., Ltd.: 2.50% increase, trading at 16.00 yuan - Ruisheng Technology: 3.24% increase, trading at 35.10 yuan [1] Additional Stocks with Minor Deviations - Other stocks that have just crossed the annual line with smaller deviation rates include: - Qianjiang Motorcycle, Jiuquan Technology, and Huadian International, which have just reached the annual line [1]
转债市场周报:期转债供给或明显收缩-20250713
Guoxin Securities· 2025-07-13 15:17
Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Last week, the equity market had a volume - driven rally. The real estate, steel, and building materials sectors were strong, while the banking sector declined. The bond market adjusted, and the 10 - year Treasury bond rate closed at 1.67% on Friday, up 2.2bp from the previous week. The convertible bond market mostly rose, with the CSI Convertible Bond Index up 0.76% for the week [1][8][9]. - In the short term, convertible bond supply may significantly shrink. The follow - up momentum of the convertible bond market has weakened, and valuations have been further compressed. It is recommended to focus on balanced convertible bonds or high - price, low - premium and non - redeemable in the short - term equity - biased varieties. For those with high requirements for drawdown, consider reducing positions [2][17]. - With the disclosure of mid - year report performance forecasts, attention should be paid to sectors such as consumer goods, technology, power grid equipment, and innovation drugs. Also, be cautious about bonds with a high proportion of exports to the US [3][18]. Summary by Relevant Catalogs Market Trends (2025/7/7 - 2025/7/11) - **Stock Market**: The equity market rose with volume. Real estate, steel, and building materials sectors performed well due to policy expectations and "anti - involution" themes. The non - banking sector was strong driven by the stablecoin theme, while the banking sector declined. Different sectors showed different performances on each trading day [8]. - **Bond Market**: The bond market adjusted. Factors such as the postponement of Trump's equal - tariff effective date, the Shanghai Composite Index breaking through 3500, and real estate policy rumors suppressed bond market sentiment. The 10 - year Treasury bond rate closed at 1.67% on Friday, up 2.2bp from the previous week [1][9]. - **Convertible Bond Market**: Most convertible bond issues rose. The CSI Convertible Bond Index increased by 0.76% for the week, the median price rose by 0.95%, and the calculated arithmetic average parity increased by 2.07%. The overall market conversion premium rate decreased by 1.29% compared with the previous week. Sectors like non - banking finance, coal, and computer in the convertible bond market led the gains, while social services, banking, and automotive sectors lagged. The total trading volume of the convertible bond market last week was 3405.76 billion yuan, with an average daily trading volume of 681.15 billion yuan, an increase from the previous week [9][12][15]. Viewpoints and Strategies (2025/7/14 - 2025/7/18) - **Supply Outlook**: Convertible bond supply may significantly shrink in the short term. The approval of the "potential new bond" Fudan Microelectronics expired, and there are only 5 issues in the pending - issuance list that have passed the listing committee, with a total scale of less than 5 billion yuan. Also, the delisting of existing bonds is accelerating [2][17]. - **Investment Suggestions**: Due to the intensified supply - demand contradiction, it is recommended to focus on balanced convertible bonds that can quickly consume the premium rate with high - volatility underlying stocks or high - price, low - premium and non - redeemable in the short - term equity - biased varieties. Consider reducing positions for those with high drawdown requirements [2][17]. - **Sector Focus**: Pay attention to sectors such as consumer goods (appliances, auto parts, two - wheeled vehicles), technology (PCB, copper - clad laminates, data center power supplies), power grid equipment, sea - wind power, energy storage, innovation drugs, and chemical pharmaceuticals. Be cautious about bonds with a high proportion of exports to the US [3][18]. Valuation Overview - As of July 11, 2025, for equity - biased convertible bonds, the average conversion premium rates in different parity intervals are at different percentile levels since 2010 and 2021. For debt - biased convertible bonds, the average YTM of bonds with a parity below 70 yuan is - 1.04%, at the 4%/0% percentile since 2010/2021. The average implied volatility of all convertible bonds is 33.92%, at the 64%/45% percentile since 2010/2021, and the difference between the implied volatility of convertible bonds and the long - term actual volatility of the underlying stocks is - 13.38%, at the 27%/32% percentile since 2010/2021 [19]. Primary Market Tracking - **Last Week (2025/7/7 - 2025/7/11)**: Guanghe Convertible Bond announced its issuance, and Luwei and Huachen Convertible Bonds were listed. Guanghe Convertible Bond, with an issuance scale of 4.9 billion yuan, is for the Guangdong Lufeng Nuclear Power Plant Project. Luwei Convertible Bond, with an issuance scale of 615 million yuan, is mainly for semiconductor and high - precision flat - panel display mask expansion projects. Huachen Convertible Bond, with an issuance scale of 460 million yuan, is for new - energy power equipment manufacturing and digital factory construction projects [27][28][29]. - **Next Week (2025/7/14 - 2025/7/18)**: Xizhen and Yongxi Convertible Bonds will be listed. Xizhen Convertible Bond, with an issuance scale of 520 million yuan, is for the Langfang Zhenhua Automobile Parts Project. Yongxi Convertible Bond, with an issuance scale of 1.165 billion yuan, is for multi - dimensional heterogeneous advanced packaging technology R & D and industrialization projects [30][31]. - **Overall Pending Issuance**: As of July 11, there are 75 convertible bonds to be issued, with a total scale of 116.32 billion yuan, including 2 issues approved for registration (total scale of 2.11 billion yuan) and 3 issues passed by the listing committee (total scale of 2.62 billion yuan) [32].
江苏华辰张孝金:以创新之姿拥抱电力市场竞争
Shang Hai Zheng Quan Bao· 2025-07-10 18:26
Core Viewpoint - The electric power industry is undergoing significant transformation driven by carbon neutrality goals, creating vast market potential and growth opportunities [3][4]. Group 1: Company Overview - Jiangsu Huachen is a national-level specialized "little giant" enterprise engaged in the research, production, and sales of transformers and other power distribution and control equipment since its establishment in 2007 [2]. - The company adheres to the development philosophy of "integrity as the root, innovation as the soul," and has gradually grown into a major player in the transformer industry [2][8]. Group 2: Market Potential - The installed capacity of wind and solar power in China reached 1.05 billion kilowatts in 2023, a 38.16% increase from 760 million kilowatts at the end of 2022, accounting for 36% of the total installed capacity [4]. - The demand for transformers is increasing due to the broader application scenarios in renewable energy, particularly in wind and solar power, which require more transformers compared to traditional power sources [4]. Group 3: Competitive Landscape - The electric power market is becoming increasingly competitive, with many participants drawn to the promising market, necessitating continuous technological investment for profitability [5][6]. - Jiangsu Huachen is responding to this competition by embracing innovation and increasing R&D expenditures, having obtained 158 patents, including 16 invention patents [6]. Group 4: Strategic Initiatives - The company is constructing a smart manufacturing base and a digital factory, aiming for high levels of automation and information application to achieve significant scale effects and market share growth [6]. - Jiangsu Huachen is also expanding its product offerings to include specialized transformers for hydrogen production and offshore wind power, while planning to enter high and ultra-high voltage products [7]. Group 5: Market Expansion - The company is focused on expanding into overseas markets, identifying them as a "blue ocean" opportunity, particularly as many foreign power equipment are outdated and in need of replacement [8][9]. - Jiangsu Huachen plans to enhance its international competitiveness through market research, participation in influential international exhibitions, and strategic partnerships with overseas clients [9].
江苏华辰: 上海市方达(北京)律师事务所关于江苏华辰变压器股份有限公司2025年第二次临时股东会的法律意见书
Zheng Quan Zhi Xing· 2025-07-10 10:12
Core Points - The legal opinion letter confirms that the procedures for convening and holding the second extraordinary general meeting of Jiangsu Huachen Transformer Co., Ltd. comply with relevant Chinese laws and regulations as well as the company's articles of association [1][3][6] - The meeting utilized a combination of on-site and online voting methods, with a total of 432 shareholders participating, representing 121,054,277 shares, which is 72.9772% of the total voting shares [4][5] - The meeting's resolutions included the cancellation of the supervisory board and amendments to the company's internal management system, with the special resolutions passing with over two-thirds of the voting shares in favor [5][6] Summary by Sections Meeting Procedures - The meeting was convened by the board of directors, and the notice was announced more than fifteen days prior to the meeting date, meeting legal requirements [3][4] - The voting took place both on-site and through the Shanghai Stock Exchange's online voting system during specified trading hours [4] Voting Participation - A total of 7 shareholders participated in the on-site voting, representing 120,000,000 shares, while the combined results from on-site and online voting were verified by the Shanghai Stock Exchange Information Network Co., Ltd. [5] Voting Results - The meeting passed several resolutions, including the cancellation of the supervisory board and amendments to the articles of association, with the required majority achieved for both ordinary and special resolutions [6]