特此公告。 浙江夏厦精密制造股份有限公司 关于 2025 年度向特定对象发行 A 股股票预案披露的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江夏厦精密制造股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开第二届董事会第十七次会议审议通过了公司 2025 年度向特定对象发行 A 股股票的相关议案。具体详见公司同日在巨潮资讯网（www.cninfo.com.cn）披 露的《浙江夏厦精密制造股份有限公司 2025 年度向特定对象发行 A 股股票预案》 及相关公告，敬请投资者查阅。 证券代码：001306 证券简称：夏厦精密 公告编号：2025-058 公司本次向特定对象发行 A 股股票预案的披露事项不代表审批机关对于本 次向特定对象发行股票相关事项的实质性判断、确认、批准或注册。本次向特定 对象发行股票相关事项的生效和完成尚待公司股东会审议通过及深圳证券交易 所审核通过并经中国证监会作出同意注册决定，敬请广大投资者注意投资风险。 浙江夏厦精密制造股份有限公司董事会 2025 年 10 月 29 日 ...

2025 年度向特定对象发行 A 股股票 发行方案论证分析报告 二零二五年十月 为满足公司经营战略的实施和业务发展的资金需求，增强公司的资本实力和 盈利能力，根据《公司法》《证券法》和《注册管理办法》等有关法律、法规和 规范性文件及《公司章程》的规定，公司编制了《浙江夏厦精密制造股份有限公 司 2025 年度向特定对象发行 A 股股票发行方案论证分析报告》（以下简称"本 论证分析报告"）。 本论证分析报告中如无特别说明，相关用语具有与《浙江夏厦精密制造股份 有限公司 2025 年度向特定对象发行 A 股股票预案》中相同的含义。 证券代码：001306 证券简称：夏厦精密 浙江夏厦精密制造股份有限公司 ZHEJIANGXIASHAPRECISIONMANUFACTURINGCO.,LTD. （浙江省宁波市镇海区骆驼工业小区荣吉路） 一、本次向特定对象发行的背景和目的 （一）本次向特定对象发行的背景 1、国家及行业政策的大力支持 2024年4月19日，证监会发布《资本市场服务科技企业高水平发展的十六项 措施》，全方位提出支持性举措，促进新质生产力发展，指出要加大科技型企业 再融资支持力度，提升再融资的有效性和便利 ...

目 录 一、前次募集资金使用情况鉴证报告………………………………第 1—2 页 二、管理层的责任 夏厦精密公司管理层的责任是提供真实、合法、完整的相关资料，按照中国 证券监督管理委员会《监管规则适用指引——发行类第 7 号》的规定编制《前次 募集资金使用情况报告》，并保证其内容真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏。 三、注册会计师的责任 浙江夏厦精密制造股份有限公司全体股东： 我们鉴证了后附的浙江夏厦精密制造股份有限公司（以下简称夏厦精密公司） 管理层编制的截至 2025 年 9 月 30 日的《前次募集资金使用情况报告》。 一、对报告使用者和使用目的的限定 本鉴证报告仅供夏厦精密公司向特定对象发行股票时使用，不得用作任何其 他目的。我们同意本鉴证报告作为夏厦精密公司向特定对象发行股票的必备文件， 随同其他申报材料一起上报。 二、前次募集资金使用情况报告……………………………………第 3—8 页 前次募集资金使用情况鉴证报告 天健审〔2025〕16643 号 我们的责任是在实施鉴证工作的基础上对夏厦精密公司管理层编制的上述 报告独立地提出鉴证结论。 四、工作概述 我们按照中国注册会计师执业 ...

Core Viewpoint - The company, Xiaxia Precision (001306), plans to raise up to 800 million yuan through a private placement of shares, with the net proceeds intended for various projects and debt repayment [1] Group 1: Fundraising Details - The total amount expected to be raised is no more than 800 million yuan [1] - The net proceeds, after deducting issuance costs, will be fully allocated to specific projects [1] Group 2: Allocation of Funds - The funds will be invested in the following projects: - Industrialization of core components for intelligent transmission systems - Equipment development and industrialization projects - Construction of a technology research and application center - Supplementing working capital and repaying debts [1]

Core Viewpoint - The company, Xiaxia Precision, announced plans to issue A-shares to raise no more than 800 million yuan, with the net proceeds allocated to various projects including the industrialization of core components for intelligent transmission systems, equipment development, technology research, and working capital replenishment [1] Group 1 - The company intends to raise funds not exceeding 800 million yuan [1] - The net proceeds will be used for the industrialization of core components for intelligent transmission systems [1] - Additional allocations include equipment development, technology research, and working capital replenishment [1]

Core Viewpoint - The company plans to raise up to 800 million yuan through a private placement of A-shares, with the net proceeds allocated to various projects including the industrialization of core components for intelligent transmission systems, equipment development, technology research, and working capital replenishment [1] Summary by Categories Fundraising Details - The company intends to issue no more than 18.8552 million shares at a price not lower than 80% of the average stock price over the 20 trading days prior to the pricing benchmark [1] Use of Proceeds - The net proceeds after deducting issuance costs will be fully utilized for: - Industrialization projects for core components of intelligent transmission systems - Equipment development and industrialization projects - Construction of a technology research and application center - Supplementing working capital and repaying debts [1] Regulatory Process - The final issuance targets will be determined after the company receives the registration decision from the China Securities Regulatory Commission, in consultation with the lead underwriter [1]

Core Insights - The article discusses the recent adjustments in QFII (Qualified Foreign Institutional Investor) holdings in A-shares as companies disclose their Q3 reports, highlighting a clear trend in foreign investment strategies [1][2]. Group 1: Sovereign Wealth Fund Adjustments - Sovereign wealth funds like the Abu Dhabi Investment Authority (ADIA) and the Monetary Authority of Macao have shown distinct trading behaviors, with ADIA significantly increasing its holdings in cyclical resource stocks, particularly Baofeng Energy, which now has a market value exceeding 790 million yuan [3][4]. - In contrast, the Monetary Authority of Macao has adopted a more defensive and stable investment strategy, focusing on resource, environmental, and manufacturing sectors, with a total market value of 1.14 billion yuan across six stocks [3][4]. - The Hong Kong Monetary Authority has reduced its holdings in Chengde Lolo, now holding 9.3 million shares, indicating a cautious approach compared to ADIA's aggressive positioning [4]. Group 2: Traditional Foreign Banks' Strategies - Major foreign banks like Morgan Stanley, UBS, and Goldman Sachs have shown a trend towards concentrated investments in high-certainty sectors, with Morgan Stanley holding 42 A-shares valued at 2.874 billion yuan, focusing on electric power equipment and digital infrastructure [5][6]. - Morgan Chase has the largest coverage with 71 A-shares, significantly increasing its stake in China West Electric from 56.82 million shares to 130 million shares, reflecting a strategic shift towards high-potential stocks [5]. - UBS has diversified its holdings across 55 A-shares, emphasizing mid-to-small-cap growth stocks, while Goldman Sachs has concentrated on resource and chemical stocks, indicating varied investment philosophies among these institutions [5][6]. Group 3: Common Holdings Among Foreign Institutions - Several stocks have emerged as "foreign consensus stocks," held by three or more foreign institutions, indicating strong compatibility in valuation, fundamentals, and policy direction [7][8]. - Notable examples include Chengfei Integration, which is held by multiple institutions with a total market value exceeding 132 million yuan, and Innovation Medical, favored by four foreign entities [7][8]. - Other stocks like Lianhuan Pharmaceutical and Xingwang Yuda have also gained traction among foreign investors, showcasing a trend towards core assets in advanced manufacturing, healthcare, TMT, and military materials sectors [8].

Group 1 - The core viewpoint of the news is that Xiaxia Precision (001306.SZ) has seen a significant increase in institutional ownership, with 12 institutional investors holding a total of 49.04 million shares, representing 78.03% of the total share capital as of October 23, 2025 [1] - The top ten institutional investors collectively hold 77.64% of the shares, which is an increase of 4.94 percentage points compared to the previous quarter [1] - The report highlights the presence of various prominent institutional investors, including Ningbo Xiaxia Investment Holding Co., Ltd. and China Construction Bank [1] Group 2 - In the public fund sector, three public funds increased their holdings, accounting for 1.01% of the total [2] - Four new public funds were disclosed compared to the previous quarter, indicating growing interest in Xiaxia Precision [2] - A total of 76 public funds were not disclosed in the current period, suggesting a potential shift in investment strategies among these funds [2] Group 3 - From the foreign investment perspective, one new foreign institution, J.P. Morgan Securities PLC, has disclosed its holdings in the current period [3]

Core Viewpoint - The company reported a significant increase in revenue for the first three quarters of 2025, but experienced a notable decline in net profit compared to the previous year [1] Financial Performance - The company achieved an operating revenue of 575 million yuan, representing a year-on-year growth of 24.66% [1] - The net profit attributable to shareholders was 25.2885 million yuan, which reflects a year-on-year decrease of 47.02% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 21.7166 million yuan, showing a year-on-year decline of 48.23% [1]

Core Insights - The company reported a revenue of 575 million yuan for the first three quarters of 2025, representing a year-on-year growth of 24.66% [1] - The net profit attributable to shareholders decreased to 25 million yuan, reflecting a year-on-year decline of 47.02% [1] - The basic earnings per share stood at 0.41 yuan [1] Financial Performance - Revenue: 575 million yuan, up 24.66% year-on-year [1] - Net Profit: 25 million yuan, down 47.02% year-on-year [1] - Earnings Per Share: 0.41 yuan [1]