白云电器公告，公司于2025年12月15日召开董事会，审议通过了收购控股子公司浙江白云浙变电气设备 有限公司剩余少数股东股权并以债转股方式增资的议案。公司将以1500万元收购卧龙控股集团持有的浙 变电气10%股权，并在全资控股后将2.5亿元债权转为增资，其中1.5亿元计入注册资本，1亿元计入资本 公积。增资后，浙变电气注册资本增至5亿元，净资产增至1.89亿元，资产负债率降至85.72%。本次交 易不构成重大资产重组，且不涉及关联交易。 ...

证券代码：603861 证券简称：白云电器 公告编号：2025-102 广州白云电器设备股份有限公司 关于控股子公司为其全资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 （一）担保的基本情况 近日，广州白云电器设备股份有限公司（以下简称"公司"）控股子公司桂林电力电容器有限责任公司 （以下简称"桂林电容"）与中国民生银行股份有限公司桂林分行（以下简称"民生银行桂林分行"）签订 了《最高额保证合同》，桂林电容为其全资子公司桂林智源向民生银行桂林分行申请办理额度不超过 5,000万元的综合授信业务提供担保。本次担保未提供反担保。 （二）内部决策程序 公司于2025年4月28日召开第七届董事会第十七次会议、第七届监事会第十五次会议，审议通过《关于 公司2025年度对外担保额度预计的议案》，同意公司及控股子公司在确保规范运作和风险可控的前提 下，对合并报表范围内子公司提供合计不超过61,300万元的担保额度，其中，桂林电容为桂林智源提供 担保额度不超过13,000万元 ...

证券代码：603861 证券简称：白云电器 公告编号：2025-102 广州白云电器设备股份有限公司 关于控股子公司为其全资子公司提供担保 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 | 桂林智源电力电子有限公司（以下 简称"桂林智源"） | | | | --- | --- | --- | --- | --- | | | 本次担保金额 | 5,000 | 万元 | | | 担保对象 | 实际为其提供的担保余额 | 7,000 | 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：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 22,800 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 6 ...

12月9日，A股三大指数涨跌不一，经历前期调整后，电网设备板块近日企稳反弹。全市场唯一的 电网设备ETF（159326）开盘冲高，冲击4连涨，截至10:30，涨幅0.21%，成交额达1.21亿元，持仓股宝 胜股份、积成电子涨停，通达股份、远东股份、科林电气、白云电器等股跟涨。 电网设备ETF（159326）已连续8日净流入，合计"吸金"超6.05亿元，最新规模达25.4亿元，创成立 以来新高。 随着AI算力需求激增，美国电网的脆弱性进一步凸显。此前，微软首席执行官纳德拉近期在BG2播 客中表示，尽管市场对AI芯片的需求持续高涨，但微软当前面临的并非算力过剩，而是数据中心的供 电和物理空间已接近极限，导致大量AI芯片只能滞留在库存中，无法通电运行。纳德拉认为，当前真 正的瓶颈并非芯片供应，而在于"电力供给"。 高盛预计：未来10年，AI推动的全球数字基础设施+能源体系的投资规模将高达5万亿美元，其 中，电网设备将是这场投资浪潮中最直接的受益者。 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603861 证券简称：白云电器 公告编号：2025-101 广州白云电器设备股份有限公司 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定，在回购股份期间，上市公司应当在每个月的前3个交易日内，公告截至上月末的回购进展情况。 现将公司回购股份的进展情况公告如下： 截至2025年11月30日，公司通过上海证券交易所交易系统以集中竞价交易方式累计回购股份86,500股， 已回购股份占公司总股本540,527,955股的比例为0.0160%，回购成交的最高价为11.60元/股，最低价为 11.60元/股，成交总金额为人民币100.34万元（不含交易费用）。 上述回购股份符合法律法规的规定及公司回购股份方案的要求。 三、其他事项 关于回购公司股份的进展公告 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： ■ 一、回购股份的基本情况 2025年8月1日，公司召开第七届董事会第十九次会议、第 ...

Summary of Key Points Core Viewpoint - Baiyun Electric (603861.SH) has announced a share buyback program, indicating a commitment to returning value to shareholders and potentially signaling confidence in the company's future performance [1] Group 1: Share Buyback Details - As of November 30, 2025, the company has repurchased a total of 86,500 shares through the Shanghai Stock Exchange trading system [1] - The repurchased shares account for 0.0160% of the company's total share capital [1] - The highest and lowest transaction price for the repurchased shares was 11.60 yuan per share, with a total transaction amount of 1.0034 million yuan (excluding transaction fees) [1]

证券代码：603861 证券简称：白云电器 公告编号：2025-101 广州白云电器设备股份有限公司 关于回购公司股份的进展公告 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： | 回购方案首次披露日 | 2025/8/1，由董事长胡德兆先生提议 | | --- | --- | | 回购方案实施期限 | 自公司董事会首次审议通过本次回购方案之日起 | | | 12 个月内 | | 预计回购金额 | 1,000万元~2,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 8.65万股 | | 累计已回购股数占总股本比例 | 0.0160% | | 累计已回购金额 | 100.34万元 | | 实际回购价格区间 | 11.60元/股~11.60元/股 | 一、回购股份的基本情况 2025 年 8 月 1 日，公司召开第七届董事会第十九次会议、第七届监事会第十 七次会议，审议通过《关于回购 ...

Core Viewpoint - The company has approved the acquisition of minority shares in its subsidiary to enhance control and operational efficiency, increasing its ownership from 67.7143% to 90% [2][3]. Group 1: Acquisition Details - The company plans to acquire 22.2857% of shares from Nanjing Shiyuan Electric Technology Co., Ltd. in its subsidiary Zhejiang Baiyun Zhebian Electric Equipment Co., Ltd. [2] - The transaction price for the minority stake is set at RMB 28.15 million [3]. - The valuation report indicates that the subsidiary's total assets are valued at RMB 152.49 million, reflecting a 14.91% increase, while net assets are valued at RMB 12.63 million, showing an increase of RMB 18.69 million [3]. Group 2: Share Buyback Announcement - The company has initiated a share buyback program, planning to use between RMB 10 million and RMB 20 million for this purpose [7]. - On November 25, 2025, the company repurchased 86,500 shares at a price of RMB 11.60 per share, totaling RMB 1.0034 million [7][8]. - The buyback aligns with legal regulations and the company's previously disclosed buyback plan [8].

Legal Issues - Danghong Technology is involved in a lawsuit with Guangxi Broadcasting Network Technology Development Co., Ltd., with a counterclaim amounting to RMB 35.9495 million, excluding legal fees and other costs [3] - Zhangjiajie faces a court ruling in a contract dispute with Zhuzhou CRRC Engineering, with the amount in question being RMB 20.144 million plus related penalties [12] Regulatory Actions - Keres received an administrative regulatory decision from the Guangdong Securities Regulatory Bureau for violations related to accounts receivable aging calculations and related party transactions [4] Business Developments - Dongfang Yuhong acquired mining rights for limestone in a bid worth RMB 267 million, valid from November 24, 2025, to November 24, 2045 [5] - Saikexide has received approval for three medical device products, enhancing its product range in the in vitro diagnostics sector [6] - Huayou Cobalt signed a supply agreement with Yiwei Lithium Energy for high-nickel ternary cathode materials, with an estimated supply of 127,800 tons from 2026 to 2035 [7] Stock Performance and Corporate Actions - Mengtian Home experienced a five-day stock price increase, with a total rise of 61.08%, significantly outpacing the Shanghai Composite Index [9] - Jiumuwang's stock showed abnormal fluctuations, with a revenue decline of 6.02% year-on-year for the first three quarters [10] - Huafeng shares are suspended due to a potential change in control, with a stock suspension expected to last no more than three trading days [11] - Baiyun Electric conducted its first share buyback, acquiring 86,500 shares for a total of RMB 1.0034 million [13] - Mercury Home Textiles plans to repurchase and cancel 137,200 restricted shares due to employee departures and performance issues [14] - Petty Co. announced a share buyback plan of RMB 50 million to 70 million, with a maximum price of RMB 26 per share [15] - Century Huatong obtained a loan commitment of up to RMB 900 million from China Merchants Bank for stock repurchase purposes [17] Shareholding Changes - Tongding Interconnection's major shareholder plans to reduce its stake by up to 0.49% [18] - Wanrun Co.'s controlling shareholder plans to increase its stake by no less than RMB 365 million and no more than RMB 730 million [19]

Core Viewpoint - Baiyun Electric announced its first share buyback on November 25, 2025, repurchasing 86,500 shares, which represents 0.0160% of the company's total share capital of 540,527,955 shares [1] Summary by Category - **Company Actions** - The company executed a share buyback of 86,500 shares through the Shanghai Stock Exchange's centralized bidding system [1] - This buyback is part of the company's strategy to enhance shareholder value [1] - **Market Impact** - The buyback represents a small fraction (0.0160%) of the total shares outstanding, indicating a cautious approach to capital management [1] - The move may signal to investors the company's confidence in its financial health and future prospects [1]