Core Viewpoint - The company has decided to extend the timeline for certain fundraising investment projects, specifically the "Expansion Project for DC Contactors for New Energy" and the "Production Project for AC Contactors for Wind and Solar Storage and Flexible Direct Current Transmission," from December 2025 to December 2027, without changing the investment content, total investment amount, or implementation entity of the projects [1][6]. Fundraising Overview - The company has received approval from the China Securities Regulatory Commission to issue convertible bonds totaling RMB 480 million, with a net amount of RMB 466.97 million after deducting issuance costs [1][3]. - The funds are stored in a dedicated account, and a regulatory agreement has been signed with the sponsor and the bank [2]. Investment Project Details - The company has adjusted the funding allocation for the "Production Project for AC Contactors" from RMB 200 million to RMB 57.5 million, reallocating the reduced amount to a new project for "High-end Electronic Vacuum Devices and Integrated Systems Intelligent Manufacturing Expansion" [3]. - As of November 30, 2025, the funding utilization progress for the delayed projects is approximately 55.97% and 57.09% respectively [4]. Reasons for Project Delay - The delay is attributed to external environmental factors affecting construction progress, despite prior feasibility studies [6]. - The company aims to control capacity expansion and the pace of fund utilization while ensuring project quality and effectiveness [6]. Necessity and Feasibility of Continued Implementation - The projects remain necessary and feasible, as they align with the growing demand for DC contactors driven by the development of the electric vehicle industry and renewable energy sectors [7][10]. - The company has established partnerships with leading firms in the new energy battery and control sectors, indicating a strong market position and demand for its products [8][11]. Impact of Project Delay - The delay is a cautious decision that does not alter the investment content or total amount, and it is not expected to adversely affect the company's normal operations or shareholder interests [12]. - The company has followed the necessary approval procedures for the project delay, ensuring compliance with relevant regulations [12][13].

| | | 昆山国力电子科技股份有限公司 关于部分募集资金投资项目延期的公告 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、准确性和完整性依法承担法律责任。 公司向不特定对象发行可转换公司债券募集资金投资项目（以下简称"募投 项目"）及募集资金使用计划具体如下： 注：公司综合考虑市场、行业环境的变化及公司实际情况，为了提高募集资金使用效率， 公司于 2025 年 8 月 7 日召开了第三届董事会第二十次会议、第三届监事会第十五次会议， 于 2025 年 8 月 25 日召开 2025 年第一次临时股东大会、2025 年第一次债券持有人会议，审 议通过了《关于变更公司可转换公司债券部分募投项目的议案》，同意公司将募投项目"风 光储及柔直输配电用交流接触器生产项目"使用的募集资金由 20,000.00 万元调整至 5,750.00 万元，调减的募集资金 14,250.00 万元用于新的募集资金投资项目"高端电子真空器件及集 成系统智能制造扩建项目"。具体情况详见 2025 年 8 月 8 日在上海证券交易所网站 （www.sse.com.cn）披露的《昆山国 ...

Core Viewpoint - The company announced a delay in the completion dates for certain fundraising investment projects, extending the timeline without altering the investment content or total amount [1] Group 1: Project Delays - The company will postpone the completion date for the "New Energy DC Contactor Expansion Project" and the "Wind, Solar, Storage, and Flexible Direct Current Transmission and Distribution AC Contactor Production Project" from December 2025 to December 2027 [1] - This delay does not change the investment content, total investment amount, or the implementing entity of the fundraising projects [1] - The postponement is not expected to have a substantial impact on the implementation of the fundraising projects [1]

招商证券股份有限公司 关于昆山国力电子科技股份有限公司 部分募集资金投资项目延期事项的核查意见 招商证券股份有限公司（以下简称"招商证券"、"保荐人"）作为昆山国 力电子科技股份有限公司（以下简称"国力电子"、"公司"）持续督导的保荐 人，根据《证券发行上市保荐业务管理办法》、《上市公司募集资金监管规则》、 《上海证券交易所科创板股票上市规则》、《上海证券交易所科创板上市公司自 律监管指引第 1 号——规范运作》等相关法律法规及规范性文件，对国力电子部 分募集资金投资项目延期事项进行了核查，核查情况如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意昆山国力电子科技股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可[2023]1065号）同意注册， 公司向不特定对象发行面值总额为480,000,000.00元的可转换公司债券，债券期 限为6年。公司可转换公司债券募集资金总额为人民币480,000,000.00元，扣除 不 含 税 发 行 费 用 人 民 币 13,025,471.69 元 ， 实 际 募 集 资 金 净 额 为 人 民 币 466,974,528.31元。上述资金 ...

Core Viewpoint - The company announced a delay in two major projects related to the production of electrical contactors for new energy applications, extending the completion timeline from December 2025 to December 2027 due to changes in the external market environment and adjustments in the pace of development in the new energy sector [1] Group 1: Project Details - The 'New Energy DC Contactor Expansion Project' has a planned investment of 287 million yuan, with adjusted funding from raised capital amounting to 266.97 million yuan [1] - The 'Wind, Solar, Storage, and Flexible Direct Current Transmission and Distribution AC Contactor Production Project' has a planned investment of 75.79 million yuan, with adjusted funding from raised capital amounting to 57.50 million yuan [1] Group 2: Reasons for Delay - The delay is attributed to changes in the external market environment, adjustments in the pace of development within the new energy industry, and the company's cautious approach to capacity expansion [1] - The company aims to ensure the quality of project construction and efficient allocation of resources through this delay [1] Group 3: Impact on Business - The delay does not change the project implementation entities, investment content, or scale, and there are no changes to the use of raised funds [1] - The delay is not expected to adversely affect the company's main business development or financial status significantly, aligning with the company's long-term development plan [1]

Group 1 - The cultivated diamond concept declined by 1.83%, ranking among the top declines in the concept sector, with *ST Yazhen hitting the limit down, and companies like World, Huanghe Xuanfeng, and Hengsheng Energy also experiencing significant declines [1][2] - Among the cultivated diamond concept stocks, five showed price increases, with Jing Sheng Electric, Yuyuan Shares, and Chao Hong Ji rising by 1.32%, 0.95%, and 0.77% respectively [1][2] - The cultivated diamond concept saw a net outflow of 405 million yuan from main funds today, with 14 stocks experiencing net outflows, and five stocks seeing outflows exceeding 30 million yuan [2] Group 2 - The stock with the highest net outflow was Boyun New Material, with a net outflow of 139 million yuan, followed by Huanghe Xuanfeng, Chuchang New Material, and Sifangda [2][3] - Stocks with the highest net inflow included Jing Sheng Electric, Chao Hong Ji, and Yuyuan Shares, with net inflows of 36.57 million yuan, 2.99 million yuan, and 1.49 million yuan respectively [2][3] - The trading volume for Boyun New Material was 10.35%, while Huanghe Xuanfeng had a trading volume of 10.23% [2][3]

（一）保荐机构 招商证券股份有限公司 关于昆山国力电子科技股份有限公司 2025年度持续督导工作现场检查报告 上海证券交易所： 根据《证券发行上市保荐业务管理办法》、《上海证券交易所科创板股票上 市规则》、《上海证券交易所上市公司自律监管指引第 11 号——持续督导》、 《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》、《上市 公司募集资金监管规则》等有关法律法规和规范性文件的规定，招商证券股份有 限公司（以下简称"招商证券"、"保荐机构"）作为正在履行昆山国力电子科 技股份有限公司（以下简称"国力电子"、"上市公司"、"公司"）持续督导 工作的保荐机构，对公司 2025 年 1 月 1 日至本次现场检查期间（以下简称"本 持续督导期"）的规范运行情况进行了现场检查，就现场检查的有关情况报告如 下： 一、本次现场检查的基本情况 招商证券股份有限公司 （二）保荐代表人 黄文雯、徐露 （三）现场检查时间 2025年11月25日——2025年11月28日、2025年12月1日——2025年12月5日 （四）现场检查人员 徐露、留梦佳 （五）现场检查内容 公司治理和内部控制情况、信息披露情况、公司的 ...

Group 1: Market Performance - The A-share cultivated diamond sector showed strong performance, with Sifangda rising nearly 15%, Huifeng Diamond up over 10%, and Huanghe Xuanfeng hitting the daily limit [1][2] - Other companies such as Liliang Diamond, Hengsheng Energy, Chuangjiang New Materials, Inno Laser, Boyun New Materials, and Guojijiang Precision also experienced significant increases [1][2] Group 2: Industry Conference - The 2025 Cultivated Diamond Industry Conference is approaching, scheduled for December 5-6 in Zhengzhou, aiming to promote deep integration and upgrading of the industry chain [3] - The conference will focus on three main goals: building platforms, addressing shortcomings, and strengthening support, with plans to integrate the cultivated diamond industry with the gold and jewelry sector [3] - Expected outcomes include the establishment of the Henan Province Cultivated Diamond Promotion Center and signing of approximately 30 projects with a total investment of no less than 15 billion yuan [3] Group 3: Industry Background - Cultivated diamonds, a high-value consumer product branch of the diamond industry, are rapidly growing due to their environmental benefits, cost-effectiveness, and stable supply [4] - The global cultivated diamond market is projected to reach 15 billion USD by 2026, with a compound annual growth rate exceeding 15% [4] - China's position as the largest producer of cultivated diamonds is expected to secure over 40% of the global market share [4] Group 4: Market Challenges and Opportunities - The market price of synthetic diamonds, particularly mid-to-low-end industrial products, has been under pressure due to previous capacity expansions and slowing demand in traditional downstream sectors [5] - The exceptional thermal conductivity of diamonds is becoming a key factor in unlocking new value, especially in high-power electronic devices [6] - Companies like Guojijiang Precision are seeing increased demand for diamond heat sinks, with expected sales revenue surpassing 10 million yuan this year [6][7]

Group 1 - The core point of the article is that Guoli Electronics has disclosed the total number of its shareholders, which is 5,194 as of October 31, 2025 [1]

Core Viewpoint - The company has successfully applied its products in the commercial aerospace sector, specifically in new satellite platforms, and is poised to capitalize on future market opportunities as technology develops and demand increases [2]. Group 1: Product Applications - The company's products, including vacuum relay products, are utilized in satellite platform electric propulsion systems to control power on and off [2]. - The company has already achieved small-scale supply in the commercial aerospace field [2]. Group 2: Future Outlook - The company plans to continue monitoring and seizing commercialization opportunities in the commercial aerospace sector as technology research and market demand evolve [2].