格隆汇10月30日｜森特股份(603098.SH)公告称，公司拟与关联方森特互通（准格尔旗）新能源有限公 司签署《鄂尔多斯市联发物流有限公司120MWp光储充项目EPC总承包合同》，合同总金额为4.31亿元 （含税）。该交易构成关联交易，但不构成重大资产重组。公司已召开董事会审议通过该议案，尚需提 交股东会审议。本次交易有助于提升公司在光储充领域的工程项目承接能力，预计对公司2025年度及下 一年度的经营业绩带来积极影响。 ...

Group 1 - The core point of the news is that Sente Co., Ltd. experienced a stock price increase of 5.23%, reaching 14.68 CNY per share, with a total market capitalization of 7.923 billion CNY [1] - Sente Co., Ltd. specializes in the research, production, and sales of green, environmentally friendly, and energy-saving new building materials, providing integrated services including engineering design, production, installation, and after-sales [1] - The company's main business revenue composition includes: BIPV business 60.38%, building metal enclosure systems 30.61%, soil and groundwater environmental remediation 7.09%, and others 1.83% [1] Group 2 - Dachen Fund has a significant holding in Sente Co., Ltd., with its Dachen Dynamic Quantitative Allocation Strategy Mixed A Fund (003147) holding 29,700 shares, accounting for 1.1% of the fund's net value [2] - The Dachen Dynamic Quantitative Allocation Strategy Mixed A Fund has achieved a year-to-date return of 46.81%, ranking 833 out of 8162 in its category [2] - The fund manager, Xia Gao, has been in position for 10 years and 323 days, with the fund's best return during this period being 204.96% [3]

Core Viewpoint - The article discusses the legal case involving Luo Xinwen, the former Party Secretary and General Manager of Dongfeng Consulting, who was sentenced to seven years in prison for multiple crimes, including bribery and collusion in bidding, with Liu Aisen, the Chairman and General Manager of Sen Te Co., Ltd., being implicated in the bribery [2][18]. Group 1: Legal Proceedings - Luo Xinwen was sentenced to seven years in prison and fined 620,000 yuan for six crimes, including bribery and collusion in bidding [2][18]. - The court found that Liu Aisen, the Chairman of Sen Te Co., Ltd., bribed Luo with 300,000 yuan to maintain favorable relations for future bidding opportunities [5][9]. - The case involved multiple instances of Sen Te Co., Ltd. winning bids through collusion with Luo and his company, Dongfeng Engineering Consulting [10][12]. Group 2: Company Background - Sen Te Co., Ltd. specializes in the design, manufacturing, and installation of metal guardrails and has been recognized as a "hidden champion" in the construction metal enclosure system sector in China [9]. - The company has been actively developing Building Integrated Photovoltaics (BIPV) business in recent years [9]. - As of June 2025, Liu Aisen held 25.06% of Sen Te Co., Ltd.'s shares, making him the largest shareholder [8].

Core Points - The former general manager of Dongfeng Consulting, Luo Xinwen, was sentenced to seven years in prison for multiple crimes including bribery and abuse of power, with a fine of 620,000 yuan [2][10] - The case involves bribery from Liu Aisen, chairman of Sen Te Group, which is publicly listed [2][4] - Luo Xinwen accepted 300,000 yuan in cash from Liu Aisen as a bribe to facilitate Sen Te Group's successful bids on multiple projects [5][10] Company Overview - Sen Te Group specializes in the design, manufacturing, and installation of metal protective barriers for buildings and has been expanding into building-integrated photovoltaics (BIPV) [5] - As of June 2025, Liu Aisen holds 25.06% of Sen Te Group's shares, making him the largest shareholder, while Longi Green Energy holds 24.24% [4] Legal Proceedings - The court found that from 2013 to April 2015, Sen Te Group won multiple bids through Dongfeng Engineering Consulting, which was managed by Luo Xinwen [5][6] - The bidding process involved collusion, with several companies acting as accomplices to ensure Sen Te Group's success in securing contracts [6][7] - Luo Xinwen's case has been referred to the prosecution after the court's ruling, while Liu Aisen and other involved parties are under separate legal scrutiny [9][10]

Core Insights - A new company named "Sente Jia Shi He (Ordos) New Energy Technology Co., Ltd." has been established, focusing on electric motor manufacturing and related services [1] Company Overview - The new company has a registered capital of 15 million yuan [1] - The legal representative of the company is Ju Haihong [1] - The company is co-owned by Sente Co., Ltd. (603098) and Inner Mongolia Jia Shi He Energy Technology Co., Ltd. [1] Business Scope - The business operations include electric motor manufacturing, digital technology services, new energy power equipment manufacturing, power generation technology services, and photovoltaic equipment and components manufacturing [1]

证券代码：603098 证券简称：森特股份 公告编号：2025-045 关于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个别及连带责任。 重要内容提示： ●被担保人：森特士兴集团股份有限公司（以下简称"公司"）的全资及控 股子公司。 ●提供担保金额：近期公司及全资、控股子公司间发生新增担保金额合计人 民币 1,762.74 万元，其中公司为全资子公司提供了 1,362.30 万元担保，全资子公 司为母公司提供了 400.44 万元担保。 截至 2025 年 9 月 30 日，公司及子公司间累计提供担保金额为 5.30 亿元， 占公司最近一期经审计归母净资产 19.22%。其中：公司为合并报表范围内全资 及控股子公司提供担保金额为 0.99 亿元，全资子公司对公司提供担保金额为 4.31 亿元，以上担保均属于公司及全资/控股子公司间担保范围，不涉及对外担保范 畴。 ●是否有反担保：否 ●对外担保逾期的累计数量：0 ●风险提示：本次新增担保包括担保对象最近一期资产负债率超过 70%的情 形，敬请投资者注意相关风险。 一 ...

Core Viewpoint - On October 9, a total of 11 listed companies had their restricted shares unlocked, with a total market value of approximately 24.303 billion yuan [1] Summary by Category Restricted Share Unlocking - The companies involved in the unlocking of restricted shares include: - Guo Xin Health (000503) with 1.6798 million shares from equity incentive restrictions - Kang Yuan Pharmaceutical (600557) with 315,500 shares from equity incentive restrictions - Sen Te Co., Ltd. (603098) with 270,000 shares from equity incentive restrictions - San Ren Xing (605168) with 165,300 shares from equity incentive restrictions - Hai Liang Data (603138) with 5.6629 million shares from equity incentive restrictions - Tian Yi Medical (301097) with 40.6 million shares from extended lock-up period - Ming Li Da (301268) with 19 million shares from extended lock-up period - Heng Yu Xintong (300965) with 3.51045 million shares from extended lock-up period - Pu Yuan Jing Dian (688337) with 11.8 million shares unlocked - Zhong Fu Shen Ying (688295) with 29.8 million shares unlocked - Chang Guang Hua Xin (688048) with 7.007 million shares unlocked [1]

Core Insights - The professional engineering sector experienced a rise of 2.21% on September 30, with Shikong Technology leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Shikong Technology (605178) closed at 35.83, with a gain of 10.01% and a trading volume of 57,600 shares [1] - China Zhongzhi (601618) also saw a significant increase of 10.00%, closing at 3.85 with a trading volume of 4,899,700 shares [1] - Other notable performers included Roman Co. (605289) with a 6.11% increase, and Honglu Steel Structure (002541) with a 5.40% increase [1] Market Capital Flow - The professional engineering sector saw a net inflow of 409 million yuan from institutional investors, while retail investors experienced a net outflow of 262 million yuan [2] - The main stocks with significant net inflows included China Zhongzhi with 426 million yuan and Roman Co. with 77.27 million yuan [3] - Conversely, retail investors showed a net outflow from stocks like China Zhongzhi and Roman Co., indicating a shift in investment behavior [3]

Market Overview - On September 18, the professional engineering sector declined by 1.69%, with Sentai Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers included: - Roman Co., Ltd. (605289) with a closing price of 63.01, up 5.10% and a trading volume of 123,300 shares, totaling 770 million yuan [1] - Zhonghua Rock and Soil (002542) closed at 4.10, up 4.59% with a trading volume of 2,272,200 shares, totaling 927 million yuan [1] - Major decliners included: - Sentai Co., Ltd. (603098) closed at 15.04, down 6.00% with a trading volume of 216,000 shares, totaling 330 million yuan [2] - Town Hai Co., Ltd. (603637) closed at 12.57, down 4.63% with a trading volume of 252,300 shares, totaling 321 million yuan [2] Capital Flow - The professional engineering sector experienced a net outflow of 139 million yuan from institutional investors, while retail investors saw a net inflow of 120 million yuan [2] - The overall capital flow for key stocks showed: - Roman Co., Ltd. had a net inflow of 1.05 billion yuan from institutional investors, but a net outflow from retail investors [3] - Zhonghua Rock and Soil had a net inflow of 55.59 million yuan from institutional investors [3]

Market Overview - On September 17, the professional engineering sector rose by 0.13% compared to the previous trading day, with Zhenhai Co. leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Gainers in Professional Engineering Sector - Zhenhai Co. (603637) closed at 13.18, up 10.02% with a trading volume of 219,500 shares and a turnover of 282 million yuan [1] - Shikong Technology (605178) also rose by 10.02%, closing at 28.67 with a turnover of 353 million yuan [1] - Roman Co. (605289) increased by 10.00%, closing at 59.95 with a turnover of 465 million yuan [1] - Other notable gainers include Sen Te Co. (603098) up 4.03% and Baoli Technology (603959) up 3.23% [1] Market Capital Flow - The professional engineering sector experienced a net outflow of 316 million yuan from institutional investors, while retail investors saw a net inflow of 247 million yuan [2] - Speculative funds had a net inflow of 68.36 million yuan [2] Individual Stock Capital Flow - Sen Te Co. (603098) had a net outflow of 58.52 million yuan from institutional investors, while retail investors had a net outflow of 62.50 million yuan [3] - Roman Co. (605289) saw a net inflow of 56.65 million yuan from institutional investors, but a net outflow of 68.12 million yuan from retail investors [3] - Zhenhai Co. (603637) had a net inflow of 43.36 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]