四川福蓉科技股份公司 简式权益变动报告书 上市公司名称：四川福蓉科技股份公司 公司股票上市地：上海证券交易所 公司股票简称：福蓉科技 公司股票代码：603327 信息披露义务人：成都兴蜀投资开发有限责任公司 住所：成都崇州经济开发区晨曦大道中段333号 通讯地址：成都崇州经济开发区晨曦大道中段333号 股份变动性质：国有股权无偿划转（减少） 签署日期：2025年9月22日 信息披露义务人声明 一、信息披露义务人根据《中华人民共和国公司法》、《中华人民共和国证券 法》、《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准 则第15号——权益变动报告书》及相关法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反 信息披露义务人公司章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》、《公开发 行证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定，本报 告书全面披露了信息披露义务人在四川福蓉科技股份公司（简称"福蓉科技"）中 拥有权益的股份变动情况；截止本报告书签署日，除本报告书披露的信息外，信息 ...

四川福蓉科技股份公司 简式权益变动报告书 上市公司名称：四川福蓉科技股份公司 公司股票上市地：上海证券交易所 公司股票简称：福蓉科技 公司股票代码：603327 信息披露义务人：成都市蜀州兴业实业发展有限公司 住所：成都崇州经济开发区晨曦大道中段333号 通讯地址：成都崇州经济开发区晨曦大道中段333号 股份变动性质：国有股权无偿划转（增加） 签署日期：2025年9月22日 信息披露义务人声明 一、信息披露义务人根据《中华人民共和国公司法》、《中华人民共和国证券 法》、《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准 则第15号——权益变动报告书》及相关法律、法规编写本报告书。 | 信息披露义务人声明 | 1 | | --- | --- | | 第一节 释义 | 3 | | 第二节 信息披露义务人介绍 | 4 | | 第三节 权益变动目的 | 5 | | 第四节 权益变动方式 | 6 | | 第五节 前六个月内买卖上市公司股份的情况 | 7 | | 第六节 其他重大事项 | 8 | | 第七节 备查文件 | 9 | | 信息披露义务人及其法定代表人声明 | 10 | | 简式权益变动报告书 ...

Core Viewpoint - The company, Furong Technology (603327.SH), announced a transfer of state-owned shares from its shareholder, Xing Shu Investment, to Shu Zhou Xing Ye, aimed at optimizing state capital layout and improving capital efficiency [1] Group 1: Share Transfer Details - Xing Shu Investment plans to transfer 82,096,871 shares, representing 8.23% of the company's total share capital, to Shu Zhou Xing Ye without compensation [1] - After the transfer, Shu Zhou Xing Ye will hold the same number of shares, and Xing Shu Investment will no longer hold any shares in the company [1] - This transfer is classified as an internal transfer of state assets and does not involve a tender offer [1] Group 2: Regulatory Approval - The share transfer has been approved by the Chongzhou State-owned Assets Supervision and Administration Bureau [1] - A "Transfer Agreement" has been signed between Xing Shu Investment and Shu Zhou Xing Ye [1] Group 3: Control and Ownership - The transfer will not result in a change of the company's controlling shareholder or actual controller [1] - The controlling shareholder remains Fujian Nanping Aluminum Co., Ltd., and the actual controller continues to be the Fujian State-owned Assets Supervision and Administration Commission [1]

Core Viewpoint - Chengdu Xingshu Investment Development Co., Ltd. plans to transfer all of its 82.0969 million shares (accounting for 8.23% of the total share capital) of Sichuan Furong Technology Co., Ltd. to Chengdu Shuzhou Xingye Industrial Development Co., Ltd., a wholly-owned subsidiary of the State-owned Assets Supervision and Administration Commission of Chongzhou City, without compensation. This transfer will not change the controlling shareholder or actual controller of the company [1] Group 1 - The share transfer involves 82.0969 million shares, representing 8.23% of the total share capital of Sichuan Furong Technology [1] - After the transfer, Xingshu Investment will no longer hold any shares in the company, while Shuzhou Xingye will directly hold the same number of shares [1] - The equity change is classified as an internal transfer of state-owned assets and will not result in a change of control for the company [1]

Core Viewpoint - The continuous share reduction by executives at Furong Technology is attributed to personal financial needs, amidst declining company performance and market challenges [1][4][5] Group 1: Executive Share Reduction - Multiple executives, including the general manager and vice presidents, plan to reduce their holdings by up to 1.4028 million shares within three months, potentially exceeding 13 million yuan in total [1] - This marks the third share reduction plan since October of the previous year, indicating a trend among the company's leadership [1][2] - Previous reductions included significant shares sold by executives, with a total of approximately 25.57 million yuan in shares sold in the latest round [2] Group 2: Company Performance - Furong Technology has experienced a decline in net profit, with a reported 28.83% decrease in 2023 and a projected 42.65% decrease in 2024 [4] - The company's net profit for the first half of the year fell by 60.30%, attributed to slow demand recovery and increased competition in the consumer electronics sector [4] - The company is still ramping up its new energy business, which has not yet reached full production capacity, contributing to financial losses [4] Group 3: Market and Industry Context - The stock price of Furong Technology has shown a downward trend, with a cumulative decline of approximately 4.75% since October of the previous year [3] - The company faces additional pressure from the Fujian State-owned Enterprise Reform and Restructuring Investment Fund, which plans to reduce its holdings by up to 9.9749 million shares due to the fund's impending expiration [5]

Group 1 - The company has been deeply engaged in the high-precision aluminum structural components industry for many years, continuously innovating technology and forming a strong technical foundation and unique competitive advantages, maintaining a leading position in the aluminum structural components industry [1] - The company's developed 6xxx and 7xxx series alloy materials have been used in consumer electronics products such as Apple's tablets, laptops, and Samsung's seventh-generation foldable screen phones and S26 straight phones [1] - The company is also conducting research and development for new products set to be launched next year [1]

Core Viewpoint - Furong Technology (603327.SH) experienced a significant decline in stock price, reaching a new low since July 9, with a drop of 4.33% to 9.29 yuan [1] Company Summary - Furong Technology announced that the Fujian State-owned Enterprise Reform and Restructuring Investment Fund, along with some directors and senior executives, plan to reduce their holdings by no more than 2.5% of the company's shares [1]

Market Overview - On September 16, A-shares opened slightly higher with the Shanghai Composite Index up 0.14% at 3865.98 points, the Shenzhen Component Index up 0.09% at 13017.58 points, and the ChiNext Index up 0.2% at 3072.3 points [1] - The market focus included stocks like Shoukai Co., which opened up 1.65% after a significant price increase, and other sectors such as gold and real estate showing strong performance [1] Company News - CATL announced that its sodium-ion battery has passed the new national standard certification, making it the first globally certified sodium-ion battery for passenger vehicles [2] - Shoukai Co. experienced a significant stock price fluctuation, with a cumulative increase of 100% over a short period, indicating abnormal trading activity [2] - Shanghai Construction Group reported an increase in gold mine resources, valued at approximately 4.27 billion RMB, although this has minimal impact on the company's overall revenue [2] - New Dazheng is planning a major asset restructuring involving the acquisition of at least 51% of Jiaxin Liheng Facility Management [3] - Jiugui Liquor's collaboration with a partner has led to strong sales of a new product, with plans to accelerate the development of innovative alcoholic beverages [3] - Longpan Technology signed a procurement agreement with CATL for lithium iron phosphate cathode materials, with total sales expected to exceed 6 billion RMB [3] - Dingtong Technology plans to invest up to 15 million USD in Vietnam for the development of high-speed communication connectors and other products [3] - Borui Pharmaceutical received approval for clinical trials of a new drug targeting obesity, marking a significant milestone in its product development [3] Stock Movements - Siwu Fushi's major shareholder reduced their stake by approximately 0.94%, bringing their total holding down to 64.8% [4] - Junsheng Electronics secured projects with major automotive brands, with a total lifecycle order value estimated at around 15 billion RMB [4] Investment Opportunities - Crystal Morning plans to acquire 100% of Chip Micro Semiconductor for 316 million RMB, focusing on IoT and automotive applications [5] - Nanfeng Co. is in the early stages of a 3D printing service project, with an initial investment of 50 million RMB [5] - Zhenghai Magnetic Materials' convertible bonds will cease trading after September 16, with a forced redemption price set at 100.50 RMB per bond [5] Regulatory Updates - ST Suwu's stock price fell below 1 RMB, risking delisting if it remains below this threshold for 20 consecutive trading days [6] Industry Trends - Keli Yuan plans to accelerate the construction of energy storage projects in various regions, aiming for at least 4 GWh of new projects by the end of 2025 [7] - The electronic industry is seeing a shift towards advanced packaging and thermal management solutions, driven by the demands of AI and data centers [11] - The new policies from the National Development and Reform Commission and the National Energy Administration are expected to boost the growth of energy storage and wind power projects [19]

Group 1 - The core point of the article is that Furong Technology (603327.SH) announced a plan for share reduction by the Fujian State-owned Enterprise Reform and Restructuring Investment Fund and some executives, with a total reduction not exceeding approximately 2.51% of the company's shares [1] Group 2 - The announcement indicates a strategic move by major stakeholders, which may reflect their outlook on the company's future performance [1] - The reduction in shares could potentially impact the stock price and investor sentiment towards Furong Technology [1] - The involvement of a state-owned investment fund suggests a level of governmental interest in the company's restructuring efforts [1]

Group 1 - The article discusses various convertible bonds, including proposals for adjustments and shareholder actions regarding stock reductions [1][4][6] - Huayong Convertible Bond is currently priced at 134.700 with a redemption price of 100.790, and its last trading day is September 14, 2025 [4] - The article lists several convertible bonds with their current prices, redemption prices, last trading days, and conversion values, indicating market activity and potential investment opportunities [4][6] Group 2 - Fulong Technology's shareholders plan to reduce their holdings by no more than 2.51% of the company's shares [1] - Longxing Technology's shareholders intend to reduce their holdings by no more than 1% of the company's shares [1] - The article provides a detailed table of various convertible bonds, including their remaining scale and market capitalization ratios, which can be useful for investors assessing their positions [4][6]