中国银河证券股份有限公司 关于 杭州华光焊接新材料股份有限公司 以简易程序向特定对象发行股票 之 发行保荐书 保荐机构（主承销商） 二〇二六年二月 声明 中国银河证券股份有限公司（以下简称"本保荐机构"、"保荐机构"、"保 荐人"或"银河证券"）接受杭州华光焊接新材料股份有限公司（以下简称"公 司"、"华光新材"或"发行人"）的委托，担任华光新材本次以简易程序向特 定对象发行股票（以下简称"本次发行"）的保荐机构及主承销商，就发行人本 次发行出具发行保荐书。 银河证券及其保荐代表人根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市 公司证券发行注册管理办法》（以下简称"《注册管理办法》"）、《〈上市公 司证券发行注册管理办法〉第九条、第十条、第十一条、第十三条、第四十条、 第五十七条、第六十条有关规定的适用意见——证券期货法律适用意见第 18 号》 （以下简称"《证券期货法律适用意见第 18 号》"）、《上海证券交易所上市 公司证券发行上市审核规则》（以下简称"《审核规则》"）、《上海证券交易 所上市公司证券发行与承销业务实施细则》（以下简称" ...

浙江天册律师事务所 关于 杭州华光焊接新材料股份有限公司 以简易程序向特定对象发行股票的 法律意见书 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 释 义 在本法律意见书中，除非文意另有所指，否则下列词语具有下述涵义： | 本所/天册 | 指 | 浙江天册律师事务所（系一家特殊的普通合伙律师事务 所） | | --- | --- | --- | | 公司/上市公司/ | | | | 华光新材/发行 | 指 | 杭州华光焊接新材料股份有限公司 | | 人 | | | | 华光有限 | 指 | 杭州华光焊料有限公司，系发行人的前身，其设立时的名 | | | | 称为杭州华光焊接材料有限公司 | | 控股股东、实际 控制人 | 指 | 金李梅 | | 孚晶焊接 | 指 | 杭州孚晶焊接科技有限公司，系公司全资子公司，其设立 时的名称为杭州铧广焊料科技有限公司，后更名为杭州孚 | | | | 晶焊料科技有限公司 | | 孚汇国际 | 指 | Forte Weise Global Commerce Co., Lim ...

中国银河证券股份有限公司 关于 杭州华光焊接新材料股份有限公司 以简易程序向特定对象发行股票 之 上市保荐书 保荐机构（主承销商） 二〇二六年二月 杭州华光焊接新材料股份有限公司 上市保荐书 声 明 中国银河证券股份有限公司（以下简称"银河证券"、"保荐机构"、"本 保荐机构"、"保荐人"）接受杭州华光焊接新材料股份有限公司（以下简称"华 光新材"、"发行人"、"公司"）的委托，担任华光新材本次以简易程序向特 定对象发行股票（以下简称"本次发行"）的保荐机构，出具本上市保荐书。 银河证券及其保荐代表人根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《证券发行 上市保荐业务管理办法》（以下简称"《保荐管理办法》"）、《上市公司证券发 行注册管理办法》（以下简称"《注册管理办法》"）、《〈上市公司证券发行注册 管理办法〉第九条、第十条、第十一条、第十三条、第四十条、第五十七条、第 六十条有关规定的适用意见——证券期货法律适用意见第 18 号》（以下简称 "《证券期货法律适用意见第 18 号》"）、《上海证券交易所上市公司证券发行 上市审核规则》（以下简 ...

Core Viewpoint - Huaguang New Materials emphasizes its commitment to technological innovation and collaboration with research institutions and universities to enhance product quality and market competitiveness [1] Group 1 - The company has established a long-term "industry-university-research-application" cooperation mechanism with several domestic research institutes and universities [1] - Huaguang New Materials is involved in multiple national and provincial major scientific projects [1] - The company holds several independent intellectual property rights and core technologies [1] Group 2 - The company aims to continuously drive development through technological innovation [1] - Huaguang New Materials is focused on creating greater value for its customers [1]

Summary of Key Points from the Conference Call Industry Focus - The conference call primarily discusses the domestic AI industry and its overseas expansion potential Core Insights and Arguments - **Domestic Computing Power**: Companies such as H and Haiguang Information are highlighted, with a focus on Huazheng New Materials and Hesheng New Materials. IDC mentions Jinkai New Energy as a key player in this sector [1] - **Storage Sector**: Key companies include Yake Technology, Dike Co., and Kaipu Cloud, with specific mention of SanDisk and Micron's product 7709 [2] - **Application Development**: Companies such as Yuke Technology, Capital Online, Qingyun Technology, Zhongkong Technology, Hehe Information, Zhenai Meijia, and Decai Co. are noted for their promising applications in AI [3] - **Upstream Supply**: Mentioned companies include Honghe Technology, Dongcai Technology, and Yanjing Co. as significant contributors to the upstream supply chain [4] - **Liquid Cooling Technology**: Companies like Feilong Co., Huaguang New Materials, and Jiangnan New Materials are recognized for their advancements in liquid cooling solutions [5] - **Optical Communication Systems (OCS)**: Junyi Digital is noted for its role in the upstream lens array for OCS [6] Additional Important Content - The overall sentiment remains strongly positive regarding the domestic AI sector and its potential for international expansion, indicating a robust outlook for the companies mentioned [1][2][3][4][5][6]

证券日报网讯2月13日，华光新材在互动平台回答投资者提问时表示，公司新市场新业务有序推进中。 ...

Core Viewpoint - The company emphasizes the importance of its core management team's extensive industry experience as a foundation for sustainable and steady development [1] Group 1 - The company is focused on talent development and has plans to cultivate and attract young talent to ensure the orderly transfer of management experience and continuous innovation [1] - The board and management team are committed to diligently promoting high-quality development and creating value for shareholders [1]

Group 1 - The core point of the article is that Huaguang New Materials has completed the equipment installation for its Thailand Phase I project and has begun trial production, with revenue expected to be recognized in the first quarter of 2026 [1] - The company indicated that some production lines have started sending samples, signaling progress towards operational readiness [1] - Investors are advised to monitor the company's periodic reports for specific revenue contributions from the Thailand operations in 2026 [1]

Group 1 - The core point of the article is that Huaguang New Materials has received approval from the Shanghai Stock Exchange for a simplified procedure to issue shares to specific investors, which was granted on January 26, 2026, and the company has submitted the registration to the China Securities Regulatory Commission [1] Group 2 - The company is moving forward with its capital raising efforts through a targeted share issuance [1] - The approval from the Shanghai Stock Exchange marks a significant step in the company's financing strategy [1] - The submission to the China Securities Regulatory Commission indicates the company's commitment to comply with regulatory requirements [1]

Core Viewpoint - The company has completed the equipment installation for its Thailand Phase I project and has begun trial production, with some production lines already sending samples. Revenue is expected to start in Q1 2026 and will be included in the company's financial statements [1] Group 1 - The Thailand Phase I project has completed the installation of all production line equipment [1] - Trial production and sample sending have commenced for some production lines [1] - The company anticipates that revenue from the Thailand project will begin in Q1 2026 [1]