证券代码：603989 证券简称：艾华集团 公告编号：2025-055 湖南艾华集团股份有限公司 关于收购艾华新动力电容(苏州)有限公司100%股权的进展 暨完成工商变更登记的公告 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法律责任。 一、交易概述 湖南艾华集团股份有限公司（以下简称"公司"）于 2025 年 11 月 28 日召开第六 届董事会第八次会议，审议通过了《关于收购艾华新动力电容(苏州)有限公司 100%股 权暨关联交易及接受控股股东关联财务资助的议案》，同意公司以人民币 2,035.60 万 元收购控股股东湖南艾华控股有限公司（以下简称"艾华控股"）下属的艾华新动力电 容(苏州)有限公司（以下简称"艾华新动力"）100%股权，并签署《股权转让协议》， 本次收购资金来源全部为公司自有资金。 具体内容详见公司 2025 年 12 月 2 日在《证券时报》《中国证券报》《上海证券 报》《证券日报》和上海证券交易所网站（http://www.sse.com.cn）披露的《湖南艾华 集团股份有限公司关于收购艾华新动力电容(苏州) ...

| | 技 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 300042 | 朗科科 | 2.09 | 2.84 | 25.48 | 25.93 | 1.75 | | | 技 | | | | | | | 688787 | 海天瑞 | 3.88 | 1.83 | 110.42 | 112.27 | 1.68 | | | 声 | | | | | | | 603615 | 茶花股 | 2.97 | 0.45 | 23.57 | 23.95 | 1.61 | | | 份 | | | | | | | 603321 | 梅轮电 | 1.69 | 0.63 | 7.70 | 7.82 | 1.60 | | | 梯 | | | | | | | 603350 | 安乃达 | 1.57 | 0.81 | 36.84 | 37.41 | 1.55 | | 688001 | 华兴源 | 2.67 | 0.40 | 28.05 | 28.46 | 1.46 | | | 创 | | | | | | | 688486 | 龙迅股 | 5.88 | 2.46 | 71.57 ...

Group 1 - The 2025 Hunan Top 100 Private Enterprises list was officially released, featuring companies such as SANY Group, BYD Auto, and Lens Technology [1] - The list was compiled based on a survey conducted by the Hunan Federation of Industry and Commerce, focusing on private enterprises with annual revenues exceeding 500 million yuan [1] Group 2 - The list includes a diverse range of industries, such as manufacturing, retail, and technology, highlighting the economic strength of Hunan's private sector [3][4][5] - Notable companies in the list include Hunan Five Rivers Holdings in the metal products industry and Hunan Yufeng New Energy Battery Materials in the electronics sector [3][4]

Core Viewpoint - Aihua Group (603989) has achieved mass production of aluminum electrolytic capacitors with a voltage rating of up to 600V and possesses technological reserves for higher voltage levels [1] Group 1: Company Developments - The company emphasizes full-chain independent innovation from material research and development to product performance [1] - Aihua Group has made solid progress in the localization process of capacitors, continuously achieving technological breakthroughs and performance enhancements [1]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向艾华集团提问："最近国家航天局推进商业航天高质量安全发展，卫星航天这些 高端市场一直都是被日本垄断，公司是否有产品运用到了卫星，商业航天，低空经济，民用航空等相关 领域，如果可以，请详细说说。" 针对上述提问，艾华集团回应称："尊敬的投资者，您好！公司目前在产产品应用于低空经济领域，但 暂未直接应用于卫星、航空航天等终端领域。公司持续关注相关新兴产业动向，并依托自身在电容器领 域的技术积累，为未来的市场拓展奠定基础。感谢您的关注，祝您生活愉快！" 来源：市场资讯 ...

Core Viewpoint - The announcement details the change of project partner and signing certified public accountants for Hunan Aihua Group Co., Ltd. for the 2025 fiscal year, ensuring continuity in audit services despite personnel changes [1][5]. Summary by Sections 1. Audit Firm Appointment - The company has reappointed Tianzhi International Accounting Firm as the auditor for the 2025 financial report and internal control report, as approved in the board meeting and the annual shareholders' meeting [1]. 2. Change of Signing Accountants - The original project partner Liu Yuke has been replaced by Liu Zhiqing, and Xu Xinghong has been added as the signing certified public accountant for the 2025 annual report [1][2]. 3. Information on New Signing Accountants - Liu Zhiqing has been a certified public accountant since 1999, has been involved in auditing listed companies since 2005, and has signed off on 9 audit reports in the last three years [3]. - Xu Xinghong has been a certified public accountant since 2008, has been involved in auditing listed companies since 2010, and has signed off on 5 audit reports in the last three years [3]. 4. Integrity Records - Liu Zhiqing has no criminal penalties or administrative sanctions in the last three years, ensuring a clean integrity record [4]. - Xu Xinghong has faced penalties in the past, details of which are provided in the accompanying table [4]. 5. Independence - The new project partner and signing accountants comply with the independence requirements set forth by the relevant professional standards and have no conflicts of interest [4]. 6. Transition and Impact - The transition of responsibilities has been orderly, and the changes will not adversely affect the audit of the 2025 financial report and internal control audit [5].

（编辑 袁冠琳） 证券日报网讯 12月3日晚间，艾华集团发布公告称，天职国际作为公司2025年度财务报告审计机构与内 部控制审计机构，原委派刘宇科为项目合伙人，现委派刘智清接替刘宇科作为公司年报项目合伙人、增 加委派徐兴宏为公司年报签字注册会计师，继续完成相关工作。 ...

湖南艾华集团股份有限公司 关于变更项目合伙人、签字注册会计师的公告 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法律责任。 湖南艾华集团股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第六 届董事会第四次会议，并于 2025 年 5 月 22 日召开 2024 年年度股东大会，审议通过了 《关于续聘公司 2025 年度审计机构的议案》，同意继续聘任天职国际会计师事务所（特 殊普通合伙）（以下简称"天职国际"）担任公司 2025 年度财务报告及内控报告审计 机构。具体内容详见公司于 2025 年 4 月 30 日在《证券时报》《中国证券报》《上海 证券报》《证券日报》和上海证券交易所网站（http://www.sse.com.cn）披露的《关于 续聘公司 2025 年度审计机构的公告》（公告编号：2025-022）。 近日，公司收到天职国际送达的《关于变更项目合伙人、签字注册会计师的告知函》， 现将相关变更情况告知如下： 一、本次签字会计师变更情况 天职国际作为公司 2025 年度财务报告审计机构与内部控制审计机构 ...

Group 1: New Consumption - The report emphasizes the continuous exploration of new products, channels, and brand changes within the new consumption sector, highlighting the resilience of leading companies despite market concerns about revenue growth and profit realization in 2026 [8][15][9] - Key sectors include eyewear, with a focus on AI and AR technologies, recommending companies like 康耐特光学 for their innovative approaches [18][30] - The潮玩 (trendy toys) sector is noted for its high growth potential, particularly with brands like 泡泡玛特 and their successful IP strategies [34][38] - The personal care and household cleaning segment is undergoing a transformation, driven by the rise of platforms like 抖音, which enhances brand visibility and sales conversion [54][55] Group 2: Export Chain - The report identifies the light industry export chain as a key area, emphasizing the importance of high pricing power, market diversification, and mature overseas production capabilities [10] - Recommendations include关注匠心家居, 共创草坪, and other companies that demonstrate strong performance in international markets [10] Group 3: Cyclical Opportunities - The report suggests a focus on quality leaders in the cyclical sector, particularly in home textiles and furniture, where companies like 水星家纺 and 欧派家居 are highlighted for their strong market positions [11][11] - The report notes the increasing differentiation within the home goods market, recommending companies that offer value and competitive pricing [11]

Core Viewpoint - Aihua Group (603989.SH) leverages its technological advantages and quality control systems in the capacitor field to meet the upcoming new national standards for power banks [1] Company Summary - Aihua Group has a leading position in capacitor technology, which enables its products to comply with new regulatory requirements [1]