Group 1 - The company announced the progress of its share repurchase plan on October 10, 2025, detailing the relevant circumstances of the repurchase [1] - The repurchase plan was first disclosed on August 1, 2025, and approved by the board of directors, with a 12-month implementation period starting from the initial approval date [2] - The company plans to use between 10 million (inclusive) and 20 million (inclusive) of its own and self-raised funds for the repurchase, intending to use the repurchased shares for employee stock ownership plans and/or equity incentives [3] Group 2 - As of September 30, 2025, the company has not yet implemented any share repurchase, with a total of 0 shares repurchased, representing 0% of the total share capital, and a total repurchase amount of 0 million [4] - The company stated it will strictly follow relevant regulations and make repurchase decisions based on market conditions within the repurchase period, while fulfilling information disclosure obligations [5]

格隆汇10月9日丨白云电器(603861.SH)公布，截至2025年9月30日，公司未实施股份回购。 ...

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——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 证券代码：603861 证券简称：白云电器 公告编号：2025-091 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 | 0万股 | | 累计已回购股数占总股本比例 | 0% | | 累计已回购金额 | 0万元 | | 实际回购价格区间 | 0元/股~0元/股 | 一、回购股份的基本情况 2025 年 8 ...

证券代码：603861 证券简称：白云电器 公告编号：2025-090 广州白云电器设备股份有限公司 关于 2025 年半年度权益分派后调整回购价格上限 的公告 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： 一、回购股份的基本情况 广州白云电器设备股份有限公司（以下简称"公司"）于 2025 年 8 月 1 日召 开了第七届董事会第十九次会议、第七届监事会第十七次会议，审议通过了《关 于回购公司股份方案的议案》，同意公司使用不低于 1,000 万元（含）且不高于 2,000 万元（含）的自有资金及自筹资金通过集中竞价方式回购公司股份，并在 未来适宜时机将回购股份用于员工持股计划及/或股权激励。具体请见公司于 2025 年 8 月 2 日披露的《关于回购公司股份方案的公告》（公告编号：2025-053） 及 2025 年 8 月 6 日披露的《关于以集中竞价交易方式回购公司股份的回购报告 书》（公告编号：2025-055）。 二、调整回购价格上限的原因 2025 年 8 月 28 日，公司第七届董事会第二 ...

Summary of Key Points Core Viewpoint - Guangzhou Baiyun Electric Equipment Co., Ltd. and its subsidiary Guilin Electric Capacitor Co., Ltd. have been recommended as candidates for winning bids in the State Grid Corporation of China's 2025 procurement for substation equipment, which is expected to positively impact the company's performance [1]. Group 1: Bid Details - The company and its subsidiary are recommended candidates for nine sub-projects under the State Grid Corporation's 2025 procurement (Tender No: 0711-25OTL08411033) [1]. - The total bid amount for the projects is 161.8021 million yuan, which accounts for 3.25% of the company's audited revenue for 2024 [1]. Group 2: Impact on Company Performance - Winning these bids is anticipated to have a positive effect on the company's operational work and performance [1]. - The execution of contracts will be based on formal agreements, which are yet to be signed [2].

Major Events - Shengxin Lithium Energy plans to acquire 21% stake in Qicheng Mining for 1.456 billion yuan, increasing its ownership to 70% [3] - Tianpu Co. has seen its stock rise 279.73% over 14 consecutive trading days, but the acquirer Zhonghao Xinying has no asset injection plans [4] - Hangdian Co. reports losses in its optical communication business while its copper foil business is still in the early stages [5] Shareholder Activities - Tianchuang Fashion is launching a shareholder reward event, offering 30% discount coupons to shareholders [6] - Beiliang Co. is collaborating with Tonghuashun for a "Shareholder Festival" event for past investors [7] Production and Operational Changes - Xinxiang Chemical Fiber will halt its biomass cellulose filament production line for 90 days starting October 1, affecting an annual capacity of 31,200 tons and expected revenue loss of approximately 185 million yuan [8] - Baijun Precision plans to transfer 18.29% of its stake in Suzhou Linghou Robotics for 64 million yuan [9] New Contracts and Projects - Tiancheng Self-Control has received a project designation from a leading domestic new energy vehicle company for seat assembly, expected to start production in June 2026 [10] - Huazi Industrial's subsidiary plans to sell dairy farm assets for 38.5 million yuan, impacting current profits by approximately 11.7 million yuan [11] - Oriental Pearl is participating in a special fund to acquire equity in Chaoyuan Digital Technology, with a total investment of 244 million yuan [12] Financial Performance - Changchuan Technology expects a net profit increase of 131.39% to 145.38% year-on-year for the first three quarters of 2025, driven by strong demand in the semiconductor industry [17] Major Contracts - Guangdong Construction has won a construction contract worth 1.924 billion yuan for a property reconstruction project in Guangzhou [18] - Youxunda anticipates winning a procurement project from the State Grid worth approximately 107 million yuan [19] - Samsung Medical is a candidate for multiple procurement projects from the State Grid, with a total expected value of about 193 million yuan [20] Share Buybacks and Financing - Sanfu New Science plans to repurchase shares worth between 10 million and 15 million yuan for employee stock incentives [39] - Guiyan Platinum plans to raise up to 1.291 billion yuan through a private placement for industrial upgrades and working capital [40] - Zhongjing Electronics intends to raise up to 700 million yuan, with the controlling shareholder participating in the subscription [41]

Group 1 - Shengxin Lithium Energy plans to acquire 21% stake in Qicheng Mining for 1.456 billion yuan, increasing its ownership to 70% [4] - Tianpu Co. has seen its stock rise 279.73% over 14 consecutive trading days, but the acquirer Zhonghao Xinying has no asset injection plan [5] - Hangdian Co. reports losses in its optical communication business while its copper foil business is still in the early stages [6][7] Group 2 - Tianchuang Fashion is launching a shareholder reward activity, offering 70% discount coupons to shareholders [8] - Beiliang Co. is collaborating with Tonghuashun to host a "Shareholder Festival" for past investors [9] - Xinxiang Chemical Fiber will undergo a 90-day orderly shutdown for equipment upgrades, affecting 31,200 tons/year capacity and expected revenue loss of approximately 185 million yuan [10] Group 3 - Bozhong Precision plans to transfer 18.29% stake in Suzhou Linghou Robotics for 64 million yuan [11] - Tiancai Self-Control has received a project confirmation from a leading domestic new energy vehicle company for seat assembly, expected to start production in June 2026 [12] - Huazi Industrial's subsidiary plans to sell dairy farm assets for 38.5 million yuan, impacting current profits by approximately 11.7 million yuan [13] Group 4 - Oriental Pearl plans to invest in a special fund to acquire equity in Chaoyuan Digital Technology, committing 244 million yuan [14] - Daotong Technology intends to transfer 46% stake in Shenzhen Saifang Technology for 109 million yuan, focusing on core business development [15] - Lepu Medical has signed a strategic cooperation agreement with Hanhai Information to enhance online sales channels for its aesthetic medicine segment [16] Group 5 - Dingxin Communications clarifies that its technology authorization from Pingtouge is unrelated to AI chip development [17] - Changchuan Technology expects a net profit increase of 131.39% to 145.38% year-on-year for the first three quarters of 2025, driven by strong semiconductor demand [18] Group 6 - Guangdong Construction has won a construction contract worth 1.924 billion yuan for a property reconstruction project [19] - Youxunda is expected to win a procurement project from the State Grid worth approximately 107 million yuan, representing 10.55% of its 2024 revenue [20] - Samsung Medical anticipates winning procurement projects from the State Grid totaling about 193 million yuan [21] Group 7 - Baiyun Electric is a candidate for multiple procurement projects from the State Grid, with a total expected amount of 162 million yuan [22] - *ST Weihe is a candidate for a 141 million yuan engineering project [23] - Plad has signed a strategic cooperation agreement with a well-known international power tool brand for over 700 million yuan in purchases over five years [25] Group 8 - Lanhua Kecai has signed a strategic cooperation agreement with Panhu Power for joint development of axial flux motors [26] - Zhixiang Jintai has entered into commercialization agreements for two monoclonal antibody injections, gaining exclusive rights in various regions [27] - Honggong Technology plans to invest up to 450 million yuan in a project with the Changsha Economic Development Zone [28] Group 9 - Zhejiang Medicine's major shareholder plans to reduce its stake by up to 1% [29] - Su Yan Jingshen's directors plan to collectively increase their holdings by 1.9 to 2.66 million yuan [30] - Zhongdian Electric's shareholder intends to reduce its stake by up to 3% [32] Group 10 - Sanfu New Science plans to repurchase shares worth 10 to 15 million yuan for employee stock incentives [41] - Guiyan Platinum plans to raise up to 1.291 billion yuan for technology innovation and industry upgrades [42] - Zhongjing Electronics plans to raise up to 700 million yuan, with the controlling shareholder participating in the subscription [43]

Core Points - On September 22, 2023, Baiyun Electric announced that it and its subsidiary Guilin Electric Capacitor Co., Ltd. were recommended as candidates for the 60th batch of procurement by State Grid Corporation of China for the year 2025 [2] Group 1 - Baiyun Electric and its subsidiary Guilin Electric Capacitor Co., Ltd. are recommended candidates for the State Grid's procurement project [2] - The procurement involves the fourth round of bidding for substation equipment (including cables) [2] - The announcement was made on the State Grid's e-commerce platform on September 19, 2025 [2]

Group 1 - Samsung Medical and its subsidiaries have been recommended as candidates for winning bids in multiple procurement projects from the State Grid Corporation of China, with a total expected bid amount of approximately 193 million yuan [1][4] - A total of 11 listed companies have announced their pre-bid status for State Grid projects in recent days, with a combined bid amount of about 1.18 billion yuan [1][4] - Baiyun Electric and its subsidiary Guilin Capacitor are recommended candidates for nine sub-projects under the State Grid's procurement, with a total bid amount of 162 million yuan, accounting for 3.25% of the company's projected 2024 revenue [4][5] Group 2 - The State Grid Corporation plans to invest over 650 billion yuan in 2025, marking a historical high, while the Southern Power Grid Company has also set a record investment of 175 billion yuan [7][8] - Recent policies from the Ministry of Industry and Information Technology and other departments aim to maintain a 6% annual revenue growth for traditional power equipment and steady growth for new energy equipment by 2026 [8] - The electric power equipment industry is expected to benefit from the ongoing green and low-carbon energy transition, with strong demand anticipated [8][9]

Group 1 - The company Baiyun Electric announced on September 22 that it, along with its subsidiary Guilin Power Capacitor, has been recommended as a winning candidate for nine sub-projects in the State Grid's 2025 procurement for the 60th batch, specifically for the fourth round of bidding for substation equipment (including cables) [1] - The total winning bid amount for these projects is 162 million yuan [1]