Core Viewpoint - Jiangsu Tongli Risheng Machinery Co., Ltd. announced the transfer of a 4.13% stake in its subsidiary Tianqi Hongyuan New Energy Technology Co., Ltd. for 105 million yuan, with the company waiving its right of first refusal [1] Group 1: Company Structure and Shareholding - Before the transaction, Tongli Risheng held a 51% stake in Tianqi Hongyuan, while Jiuseng Xihua held 47% and Chuangying Investment held 2%. After the transaction, Tongli Risheng will still hold 51%, Chuangying Investment will maintain 2%, Jiuseng Xihua's stake will decrease to 42.87%, and Yicun Zerui will hold 4.13% [1] - The waiver of the right of first refusal will not change the scope of the company's consolidated financial statements [1] Group 2: Business Development and Strategic Partnerships - Tianqi Hongyuan focuses on core technology research and development in the energy storage and microgrid industry, covering energy storage power stations and system integration [2] - Recently, Tianqi Hongyuan signed a strategic cooperation agreement with Shell (China) to collaborate on immersion liquid cooling technology, enhancing the safety and lifespan of energy storage systems [2] - The company has implemented a semi-solid state energy storage system in a 920MWh shared energy storage project, improving high-temperature resistance by over 50% and extending the system's lifespan by over 50% [2] - In 2023, Tianqi Hongyuan engaged in the construction of energy storage equipment production lines and lithium iron phosphate energy storage stations, aiming to reduce energy costs for data centers [3] - A strategic cooperation agreement was signed with China Mobile to develop renewable energy projects for communication infrastructure, leveraging local resources and digital capabilities [3] - The introduction of state-owned capital is expected to accelerate the development of new energy and energy storage projects [3]

Core Points - Tongli Risheng announced the transfer of 4.1300% equity stake in its subsidiary Tianqi Hongyuan New Energy Technology Co., Ltd. for RMB 10.5 million [2] - The transfer involves a registered capital of RMB 5.582537 million [2] - The company has waived its right of first refusal for this equity transfer [2] - The transaction does not require board or shareholder meeting approval [2]

Core Viewpoint - Tongli Risheng (605286.SH) announced the transfer of a 4.1300% stake in its subsidiary, Beijing Tianqi Hongyuan New Energy Technology Co., Ltd. (referred to as "Tianqi Hongyuan"), from its shareholder Jiusheng Xihua (Hebei) Technology Partnership (Limited Partnership) to Hangzhou Yicun Zerui Equity Investment Partnership (Limited Partnership) for a price of RMB 10.5 million, with the company waiving its right of first refusal on this transfer [1]. Group 1 - The stake being transferred corresponds to a registered capital of RMB 5.582537 million [1]. - The transaction price for the 4.1300% stake is set at RMB 10.5 million [1]. - The company has chosen not to exercise its right of first refusal regarding this equity transfer [1].

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: 证券代码：605286 证券简称：同力日升 公告编号：2025-038 江苏同力日升机械股份有限公司 关于控股子公司北京天启鸿源新能源科技有限公司股 权转让暨放弃优先购买权的公告 江苏同力日升机械股份有限公司（以下简称"公司"）控股子公司北京 天启鸿源新能源科技有限公司（以下简称"天启鸿源"）的股东玖盛熙华（河北） 科技合伙企业（有限合伙）（以下简称"玖盛熙华"）拟将其持有的天启鸿源 4.1300%股权（对应注册资本 558.2537 万元），以人民币 10,500 万元的价格转让 给杭州一村泽睿股权投资合伙企业（有限合伙）（以下简称"一村泽睿"），公 司放弃本次天启鸿源股权转让的优先购买权。 本次公司放弃优先购买权，本次交易不构成关联交易，亦不构成《上市 公司重大资产重组管理办法》规定的重大资产重组；交易完成后公司对天启鸿源 的持股比例不变，不会导致公司合并报表范围发生变化，不会对公司财务及经营 状况产生重大影响。 本次交易无需提交董事会审议，无需提交股东大会审 ...

Group 1 - The National Development and Reform Commission and the National Energy Administration have issued a special action plan for the large-scale construction of new energy storage from 2025 to 2027, aiming for a total installed capacity of over 180 GW by 2027, with direct investment of approximately 250 billion yuan [1] - The energy storage industry is undergoing a transformation towards a more commercial and sustainable development path after a period of decline following the cancellation of mandatory storage requirements, with a market reshuffle highlighting the advantages of companies that can provide market returns [1] - CITIC Construction Investment Securities predicts that with the full market entry of renewable energy, electricity prices may decrease, and the peak-valley price difference may widen, potentially enhancing revenue through self-supplied storage [1] Group 2 - Tongli Risheng is engaged in energy storage system integration through its subsidiary Tianqi Hongyuan, with projects in Gansu and Tianjin, and possesses several core technologies related to energy storage [2] - Southern Power Grid Technology has made significant investments in the energy storage sector, including leading the establishment of a national new energy storage innovation center and developing key components such as megawatt-level energy storage inverters [2]

重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 9 月 12 日 证券代码：605286 证券简称：同力日升 公告编号：2025-037 江苏同力日升机械股份有限公司 2025年第二次临时股东大会决议公告 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。 (二)股东大会召开的地点：江苏省丹阳市经济开发区六纬路公司会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 71 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 118,901,377 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 70.7746 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事会召集，现场会议由公司董事长李国平先生主持。 会议采用现场投票和网络投票相结合的方式召开，表决方式符合《公司法》及《公 ...

法律意见书 北京市中伦（上海）律师事务所 关于江苏同力日升机械股份有限公司 2025 年第二次临时股东大会的 法律意见书 二〇二五年九月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 北京市中伦（上海）律师事务所 关于江苏同力日升机械股份有限公司 为出具本法律意见书，本所律师审查了公司本次股东大会的有关文件和材 料。本所律师得到公司如下保证，即其已提供了本所律师认为作为出具本法律意 见书所必需的材料，所提供的原始材料、副本、复印件等材料、口头证言均符合 真实、准确、完整的要求，资料上的签字和/或印章 ...

Group 1 - The core point of the article highlights the recent performance of Tongli Risheng, with a stock price increase of 5.42% to 46.50 CNY per share, a trading volume of 1.93 billion CNY, and a market capitalization of 7.812 billion CNY [1] - Tongli Risheng, established on September 30, 2003, and listed on March 22, 2021, primarily engages in the research, production, and sales of elevator components and metal materials, with revenue composition of 67.73% from elevator components and materials, 31.97% from new energy power stations, and 0.29% from other sources [1] Group 2 - From the perspective of fund holdings, a fund under Yinhua Fund has a significant position in Tongli Risheng, with Yinhua Multi-Dynamic Flexible Allocation Mixed Fund (005251) reducing its holdings by 12,900 shares in Q2, now holding 83,300 shares, which constitutes 4.16% of the fund's net value, ranking as the fourth largest holding [2] - The Yinhua Multi-Dynamic Flexible Allocation Mixed Fund (005251) has a current scale of 79.3564 million CNY, with a year-to-date return of 48.02%, ranking 940 out of 8,174 in its category, and a one-year return of 87.39%, ranking 758 out of 7,981 [2] - The fund managers, Jia Peng and Wang Zhiwei, have tenures of 11 years and 9 years respectively, with Jia managing assets totaling 3.973 billion CNY and achieving a best return of 136.8% during his tenure, while Wang manages 648 million CNY with a best return of 21.74% [2]

Core Viewpoint - On September 8, a total of 21 listed companies had their restricted shares unlocked, with a total market value of approximately 35.072 billion yuan [1] Summary by Category Restricted Share Unlocking - The specific situation of restricted share unlocking includes various companies and the types of shares being unlocked, such as equity incentive restricted circulation and pre-issue share restrictions [1] - Notable companies include: - Xizang Mining (000762) with 17,300 shares unlocked - Fida Environmental Protection (600526) with 9.284 million shares unlocked - Jichuan Pharmaceutical (600566) with 2.073 million shares unlocked - Nanguang Energy Storage (600995) with 2.234 billion shares unlocked, the largest among the listed companies [1] Market Impact - The total market value of the unlocked shares is significant, indicating potential liquidity changes in the market [1] - Companies like Xibu Gold (601069) and Shengtong Energy (001331) also had substantial amounts of shares unlocked, with 198 million and 126 million shares respectively [1]

Core Insights - Tongli Risheng's subsidiary, Tianqi Hongyuan, has achieved significant breakthroughs in the energy storage sector by winning the bid for China Energy Construction's 2025 lithium iron phosphate battery energy storage system procurement project, with a total scale of 8.5GW/22GWh [1][2] Group 1: Company Achievements - Tianqi Hongyuan's subsidiary, Tongqi New Energy, stood out among hundreds of competitors, being one of only 15 companies to win bids in both segments, showcasing its strong technical capabilities and project experience [2] - The company has developed a comprehensive technical system in energy storage, covering everything from cell-level optimization to system integration, supported by numerous patents and advanced technologies [2][3] Group 2: Technical Advantages - Key technologies include the box optimization technology, which enhances system usable capacity by over 15% compared to traditional solutions, and an EMS system based on time-sequenced AI algorithms that optimizes energy storage strategies in real-time [2] - The immersion liquid cooling technology, developed in collaboration with Shell China, significantly reduces thermal runaway risks by 90% and extends system lifespan to over 20 years [2] Group 3: Market Outlook - The energy storage sector is expected to maintain high growth rates, supported by recent capacity pricing policies and increasing domestic and international demand [3] - Analysts predict that the domestic energy storage profitability model is gradually improving, with favorable policies leading to increased demand, positioning Tianqi Hongyuan to benefit from the industry's high growth potential [3]