| 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至 9 月末上市公司及其控股子 | 105,674.10 | | 公司对外担保总额（万元） | | 证券代码：603191 证券简称：望变电气 公告编号：2025-048 重庆望变电气（集团）股份有限公司 2025 年 9 月对子公司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法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 | 云南变压器电气股份有限公司（以 下简称"云变电气"） | | | --- | --- | --- | --- | --- | | | | 本次担保金额 | 5,000.00 万元 | | | 担 象 | 保 对 一 | 实际为其提供的担保余额 | 56,412.95 万元 | | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | | 本次担保是否有反担保 | 是 否 | □不适用：_________ | | 担 | 保 对 | 被 ...

Core Insights - On October 9, Wangbian Electric's stock price remained unchanged at 0.00%, with a trading volume of 144 million yuan [1] - The company reported a financing buy-in of 17.94 million yuan and a net financing buy of 4.86 million yuan on the same day [1][2] - As of October 9, the total financing and securities lending balance for Wangbian Electric reached 309 million yuan, representing 5.87% of its market capitalization [1] Financing Summary - On October 9, Wangbian Electric had a financing buy-in of 17.94 million yuan, with a current financing balance of 309 million yuan, which is above the 90th percentile of the past year [1] - The company had no shares repaid in securities lending on October 9, with 100 shares sold, amounting to 1,594 yuan [1] Company Performance - As of June 30, the number of shareholders for Wangbian Electric was 27,800, a decrease of 2.42% from the previous period [2] - The average number of circulating shares per shareholder increased by 81.71% to 11,855 shares [2] - For the first half of 2025, Wangbian Electric achieved a revenue of 1.836 billion yuan, a year-on-year increase of 28.81%, and a net profit attributable to shareholders of 54.63 million yuan, up 57.02% year-on-year [2] Dividend Information - Since its A-share listing, Wangbian Electric has distributed a total of 126 million yuan in dividends [3]

Core Viewpoint - Wangbian Electric (603191.SH) announced the completion of a share reduction plan by Ms. Li Daiping, who sold a total of 93,700 shares, representing 0.03% of the company's total shares, and decided to terminate the remaining share reduction plan early [1] Summary by Sections - Share Reduction Details - Ms. Li Daiping reduced her holdings from September 22, 2025, to September 23, 2025, through centralized bidding [1] - A total of 93,700 shares were sold, accounting for 0.03% of the company's total shares [1] - The remaining shares to be reduced under the plan are only 50 shares, which indicates an early termination of the reduction plan [1]

证券代码：603191 证券简称：望变电气 公告编号：2025-047 重庆望变电气（集团）股份有限公司 董监高减持股份结果公告 本公司董事会、全体董事及相关股东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。 本次减持计划实施前，高级管理人员李代萍女士持有公司股份 438,000 股， 占公司目前总股本的 0.13%。其中 375,000 股无限售条件流通股股份系公司首次 公开发行前取得，剩余 63,000 股有限售条件股份系股权激励取得。 减持计划的实施结果情况 2025 年 8 月 28 日，公司披露了《董监高减持股份计划公告》（公告编号： 2025-041）。高级管理人员李代萍女士计划通过集中竞价方式减持所持公司无限 售条件流通股 93,750 股，占公司总股本的 0.03%。 李代萍女士任意 90 日内集中竞价交易减持的股份总数不超过公司股份总数 的 1%，不超过所持有公司股票总数的 25%。若公司在上述期间内发生股份回购注 销、送股、资本公积金转增股本等股份变动事项，不对本次减持计划的减持股份 数量进行相应调整。 近日公司收到李代萍女士发 ...

望变电气(603191.SH)公告称，公司高管李代萍于2025年9月22日至23日通过集中竞价方式减持公司股份 93,700股，占公司总股本的0.03%。原计划减持不超过93,750股，现提前终止减持计划，尚余50股未完 成。 ...

Group 1 - The company, Wangbian Electric (603191.SH), has indicated that its products are widely applicable in the data center sector [1] - The company has several relevant implementation cases, including the 110KV substation project for the Kashgar Sky Information Industry Park computing center [1] - Other projects include the new phase of China Unicom's Xiong'an Internet Industry Park, centralized procurement of dry-type transformers by China Mobile from 2024 to 2026, and the electromechanical engineering project for China Mobile's Shiyan Xingye Road communication hub [1]

Summary of Key Points Core Viewpoint - The company has announced a guarantee of 80 million yuan for its wholly-owned subsidiary, Yunnan Transformer Electric Co., Ltd., to support its operations and financing needs, which is within the authorized limits set by the board [1][2][8]. Group 1: Guarantee Details - The guarantee amount provided is 80 million yuan, with a total guarantee balance of 540.318 million yuan for the subsidiary [1][2]. - There is no counter-guarantee associated with this guarantee [2]. - The guarantee is part of the company's ongoing strategy to support its subsidiaries and is authorized by the board without the need for further approval [2][7]. Group 2: Financial Overview - As of the end of August 2025, the total external guarantees provided by the company amount to 41.30% of its assets, with the guarantee balance representing 24.04% of the latest audited net assets [8]. - The company has no overdue guarantees, indicating a stable financial position regarding its commitments [8]. Group 3: Subsidiary Information - Yunnan Transformer Electric Co., Ltd. is a wholly-owned subsidiary of the company, established on January 23, 1999, with a registered capital of 100.413 million yuan [4][5]. - The subsidiary is involved in the manufacturing and sales of various transformers and related electrical equipment, contributing to the company's overall operational strategy [5][6].

证券代码：603191 证券简称：望变电气 公告编号：2025-046 重庆望变电气（集团）股份有限公司 关于 2025 年 8 月对外担保的进展公告 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法律责任。 重要内容提示： 担保对象及基本情况 （一）担保的基本情况 2025 年 8 月，公司及下属子公司新增对外担保人民币 8,000.00 万元，系公 司于 2025 年 8 月 25 日与中国光大银行股份有限公司昆明分行（以下简称"光大 银行昆明分行"）签署《最高额保证合同》为全资子公司云变电气与光大银行昆 明分行签署《综合授信协议》提供不超过最高本金余额人民币 8,000 万元的连带 责任保证。 上述担保无反担保，上述担保事项属于公司 2024 年第三次临时股东会授权 范围并在有效期内,无需再次提交公司董事会、股东会审议。 （二）内部决策程序 公司于2024年11月26日召开第四届董事会第九次会议审议通过《关于2025 年度向银行等金融机构申请综合授信额度及为子公司提供融资担保额度的议案》， 同意 2025 年度为子公司重庆惠泽电器 ...

Core Viewpoint - Wangbian Electric (603191.SH) has attracted industry attention with a strong semi-annual report and a significant investment plan to build a megawatt-level intelligent supercharging network, with a total investment not exceeding 541.5 million yuan [1][2] Financial Performance - In the first half of 2025, the company achieved revenue of 1.836 billion yuan, a year-on-year increase of 28.81% [2][3] - Net profit reached 54.63 million yuan, up 57.02% year-on-year, while the net profit excluding non-recurring items surged by 197.39% to 49.22 million yuan [2][3] Investment Plan - The investment plan for the intelligent supercharging network is expected to cost up to 541.5 million yuan, funded through the company's own funds and project loans [2] - The project aims to establish nearly 100 supercharging stations in regions such as Yunnan and Chongqing to meet local market demand [2] Industry Position and Growth - The company has successfully integrated its supply chain, particularly through the acquisition of Yunnan Transformer Electric Co., which has positioned it among the top suppliers of 220kV power equipment and enabled it to produce 500kV transformers [1][4] - The integration has led to a significant increase in product line diversity and rapid growth in the power distribution and control equipment business, driving overall performance [1][5] Asset Growth - As of June 30, 2025, the company's total assets reached 6.764 billion yuan, reflecting a year-on-year growth of 5.54% [1][5]

Core Viewpoint - The company has demonstrated strong growth in operating performance and profitability in the first half of 2025, driven by precise focus on core business, high-end product upgrades, and steady international expansion [1]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.836 billion yuan, a year-on-year increase of 28.81%, indicating significant market expansion [2]. - The net profit attributable to shareholders reached 54.6322 million yuan, a substantial increase of 57.02% year-on-year, while the net profit after deducting non-recurring items surged by 197.39% to 49.2156 million yuan, reflecting enhanced operational efficiency and product competitiveness [2]. - The net cash flow from operating activities improved significantly to 19.8312 million yuan, compared to a negative 295 million yuan in the same period last year, indicating better cash collection efficiency [2]. Business Segments - The power distribution and control equipment segment reported strong performance with revenue of 1.143 billion yuan, a year-on-year growth of 46.72%, becoming a key driver of overall revenue growth [3]. - The company capitalized on opportunities in the power investment sector, with sales of transformers and box-type substations thriving, particularly for 110kV and above transformers, which saw revenue increase from 201 million yuan to 506 million yuan, a growth of 151.74% [3]. Product Development - The oriented silicon steel segment maintained steady growth, with total production capacity reaching 180,000 tons and production volume of 84,600 tons, a year-on-year increase of 18.82% [4]. - The gross margin for oriented silicon steel improved by 5.73 percentage points, with high-end product ratios increasing, and the company achieved breakthroughs in ultra-high magnetic induction oriented silicon steel technology [4]. International Expansion - The company accelerated its internationalization strategy, successfully entering high-end global markets with its self-developed power transformer certified by the Netherlands KEMA laboratory [5]. - The company’s products have entered international infrastructure supply chains, completing significant projects in Malaysia and establishing stable partnerships with renowned international firms, thereby expanding its global business footprint [5].