Company Overview - Zhejiang Jinggong Integrated Technology Co., Ltd. was founded in 1992 and went public on June 25, 2004, with a total share capital of 454.16 million yuan, of which the controlling shareholder, China Construction Trust Group, holds 29.99% [1] - The company focuses on high-end specialized equipment technology and aims to be a leader in the domestic high-end specialized equipment industry, particularly in carbon fiber equipment [1] Development Strategy - The company's strategic positioning includes focusing on high-end equipment for the entire carbon fiber chain and advanced composite materials, while also developing the aerospace economy and green low-carbon recycling industries [2] - Key initiatives include: - Delivering carbon fiber equipment orders and converting potential orders into actual sales - Advancing a three-in-one layout of precursor equipment, carbonization equipment, and composite equipment [2] - Seizing opportunities in the low-altitude economy and forming a dual-driven development pattern of "equipment + materials" [2] - Developing a polyester fiber recycling production line with a contract value of 320 million yuan for a project with an annual output of 50,000 tons [2] Market Outlook - The domestic carbon fiber market is projected to exceed 400,000 tons in recent and long-term capacity planning, with an estimated demand for 120-160 new carbon fiber production lines [2] - The company anticipates securing 60-80 potential carbon fiber production line equipment orders over the next 3-5 years, maintaining a market share of approximately 50% [2] Financial Projections - The company expects a net profit of 1 billion yuan in 2024, with cumulative net profits of 4.14 billion yuan for 2024 and 2025, and a total of 7.13 billion yuan for 2024-2026, achieving an average annual compound growth rate of 25% [7] Competitive Advantages - The company is the first in China to complete the full domestic production line for high-performance carbon fiber and is the only supplier capable of designing, manufacturing, selling, and servicing carbon fiber production lines [4] - The carbon fiber production line is priced between 160 million to 200 million yuan, with a production capacity of over 3,000 tons annually [5] - The company emphasizes technological advantages and quality over price competition, ensuring faster delivery and higher service efficiency compared to international competitors [5] Recent Developments - The company has signed contracts for six new material production lines in Saudi Arabia, with the first line expected to be executed shortly after the contract signing and subsequent lines scheduled for 2025 and 2026 [4] - The company is actively exploring the low-altitude economy and has established partnerships with various aerospace companies to enhance its market position [6]

浙江精工集成科技股份有限公司 向特定对象发行股票 保荐人(主承销商) 国泰君安证券股份有限公司 guotai junan securities co., ltd. 二〇二四年十二月 1 发行人全体董事、监事、高级管理人员声明 本公司全体董事、监事及高级管理人员承诺本发行情况报告书不存在虚假记 载、误导性陈述或重大遗漏,并对其真实性、准确性、完整性承担相应的法律责 任。 全体董事签名: 孙国君 grp 金 力 发行情况报告书 方朝阳 孙关富 ly 459 吴慧琴 < 0 Al MaP, 陈三联 严建苗 夏杰斌 浙江 # 限公司 集成 // 日 2 李爱军 发行人全体董事、监事、高级管理人员声明 本公司全体董事、监事及高级管理人员承诺本发行情况报告书不存在虚假记 载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责 任。 全体监事签名： 张军模 张小英 孙卫利 浙江精工集成科技股份有限公司 年 月 日 3 发行人全体董事、监事、高级管理人员声明 本公司全体董事、监事及高级管理人员承诺本发行情况报告书不存在虚假记 载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责 任。 全体非 ...

目 录 | | | | 二、附件 ………………………………………………………………第 3—11 | 页 | | --- | --- | | （一）注册资本及实收股本变更前后对照表 ………………………第 | 3 页 | | （二）验资事项说明 …………………………………………… 第 4—6 | 页 | | （三）本所营业执照复印件 …………………………………………第 | 7 页 | | （四）本所执业证书复印件 …………………………………………第 | 8 页 | | （五）本所从事证券服务业务备案完备证明材料 …………………第 | 9 页 | | （六）签字注册会计师执业证书复印件 …………………… 第 10—11 | 页 | 验 资 报 告 天健验〔2024〕510 号 浙江精工集成科技股份有限公司： 我们接受委托，审验了贵公司截至 2024 年 12 月 9 日止的新增注册资本及实 收股本情况。按照法律法规以及协议、章程的要求出资，提供真实、合法、完整 的验资资料，保护资产的安全、完整是全体出资者及贵公司的责任。我们的责任 是对贵公司新增注册资本及实收股本情况发表审验意见。我们的审验是依据《中 国注册会计师 ...

关 于 浙江精工集成科技股份有限公司 向特定对象发行股票 发行过程和认购对象合规性 之 国浩律师（杭州）事务所 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 二零二四年十二月 | 第一部分 | 律师应声明的事项 3 | | --- | --- | | 第二部分 | 法律意见书正文 4 | | | 一、本次向特定对象发行的批准和授权 4 | | | 二、本次向特定对象发行的过程和结果 5 | | | 三、本次发行认购对象的合规性 12 | | | 四、结论意见 14 | | 第三部分 | 签署页 16 | 法律意见书 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, ...

国泰君安证券股份有限公司 关于浙江精工集成科技股份有限公司 向特定对象发行股票 发行过程和认购对象合规性的报告 保荐人（主承销商） 二〇二四年十二月 深圳证券交易所： 一、发行概况 （一）股票类型和每股面值 本次发行的股票种类为境内上市的人民币普通股（A 股），每股面值为人民 币 1.00 元。 （二）发行方式 本次发行全部采取向特定对象发行的方式。本次发行承销方式为代销。 （三）发行价格 本次发行的发行价格为 14.59 元/股。 本次向特定对象发行股票采取竞价发行方式，定价基准日为发行期首日 （2024 年 11 月 29 日），本次向特定对象发行股票的发行价格为不低于定价基 准日前 20 个交易日公司股票交易均价（定价基准日前 20 个交易日股票交易均价 =定价基准日前 20 个交易日股票交易总额/定价基准日前 20 个交易日股票交易总 1 量）的 80%，本次发行的发行底价为 12.79 元/股。 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意浙江精 工集成科技股份有限公司向特定对象发行股票注册的批复》（证监许可〔2024〕 403 号）注册同意，浙江精工集成科技股份有限公司（以下简称" ...

浙江精工集成科技股份有限公司 证券代码：002006 证券简称：精工科技 公告编号：2024-061 浙江精工集成科技股份有限公司 关于向特定对象发行股票发行情况报告书披露的提示性公告 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。 浙江精工集成科技股份有限公司（以下简称公司）向特定对象发行股票 发行承销总结及相关文件已在深圳证券交易所备案通过，公司将依据相关规 定尽快办理本次发行新增股份的登记托管事宜。 《浙江精工集成科技股份有限公司向特定对象发行股票发行情况报告书》 及相关文件已于同日在巨潮资讯网(http://www.cninfo.com.cn)上披露，敬 请广大投资者注意查阅。 特此公告。 浙江精工集成科技股份有限公司董事会 2024 年 12 月 13 日 ...

Core Insights - Jinggong Technology's high-performance PAN fiber production process has successfully passed the safety and reliability assessment, marking a significant milestone for the industrial application of carbon fiber precursor technology [1][2] Group 1 - The assessment meeting for the high-performance PAN fiber's chemical process safety and reliability was organized by the Zhejiang Provincial Petroleum and Chemical Industry Association on December 7 [1] - This achievement indicates that Jinggong Technology's carbon fiber precursor preparation technology is now ready for large-scale industrial application [1]

Company Overview - Jinggong Technology was founded in 1992 and listed on the Shenzhen Stock Exchange on June 25, 2004. The company has a total share capital of 45,516 million yuan, with a controlling shareholder being China Construction Trust Group, holding 29.99% of shares [1]. - The company focuses on high-end specialized equipment technology, particularly in carbon fiber equipment, and has established itself as a leader in the domestic market with over 50% market share [1][2]. Business Performance - As of 2024, the company has delivered over 20 carbon fiber production lines, with a total contract amount exceeding 25 billion yuan, supporting future performance growth [1][2]. - The current orders for carbon fiber complete equipment amount to approximately 15 billion yuan, with sufficient intention orders in negotiation [1][2]. Development Strategy - The company aims to develop a world-class provider of new materials and specialized equipment solutions, focusing on four key areas: delivery of carbon fiber equipment orders, a comprehensive carbon fiber equipment layout, capitalizing on low-altitude economic opportunities, and developing polyester fiber recycling production lines [2][3]. - The company plans to raise up to 943 million yuan through a private placement of shares, with funds allocated for intelligent manufacturing projects and working capital [2]. Market Outlook - The domestic carbon fiber industry has a planned capacity exceeding 400,000 tons, with a conservative estimate of 120-160 new production lines needed, indicating a strong future demand for carbon fiber equipment [4]. - The company expects to maintain a market share of approximately 50% in the carbon fiber equipment sector over the next 3-5 years, with potential orders for 60-80 new production lines [4]. Financial Performance - For the first three quarters of 2024, the company reported a revenue of 1.181 billion yuan, a year-on-year increase of 5.51%, but a net profit decrease of 47.96% due to a slowdown in downstream investment projects and lower gross margins [4][5]. - The company has increased its R&D expenditure to 78.56 million yuan, a year-on-year growth of 18.34%, focusing on upgrading carbonization lines and developing low-altitude economic industries [5][6]. Challenges and Opportunities - The company faces challenges from a temporary oversupply in the carbon fiber market, particularly in T300-T400 grades, while higher-grade carbon fibers still rely on imports [4]. - The company is positioned to benefit from the recovery of the carbon fiber industry and the growth of downstream demand, particularly in low-altitude economic applications and wind power sectors [5][6]. Future Plans - The company is committed to enhancing its intelligent manufacturing capabilities and expanding its market presence both domestically and internationally [6][7]. - Future R&D efforts will focus on carbonization line upgrades, raw silk equipment development, and low-altitude economic industry expansion [5][6].

Company Overview - Founded in 1992, Zhejiang Jinggong Technology Co., Ltd. has a total share capital of 45,516 million yuan, with a controlling shareholder being China Construction Trust Group (holding 29.99%) [1] - The company has over 50 years of equipment manufacturing history and aims to be a leader in high-end specialized equipment technology and an enabler of industrial upgrades [1] Business Strategy - The company focuses on carbon fiber equipment as its core industry, leveraging its advanced R&D and intelligent manufacturing capabilities [1][2] - The strategic layout includes the development of new energy equipment, intelligent construction machinery, intelligent textile machinery, recycling equipment, and new energy charging piles [1] Financial Performance - For the first three quarters of 2024, the company reported a consolidated revenue of 1.181 billion yuan, a year-on-year increase of 5.51%, while the net profit attributable to shareholders was 73 million yuan, a decrease of 47.96% [3] - The decline in profit is attributed to: - Structural adjustments in carbon fiber demand leading to a slowdown in downstream investment projects [3] - A significant increase in revenue from lower-margin intelligent textile machinery, which diluted overall gross margin [3] - Increased R&D expenses of 78.5585 million yuan, up 18.34% year-on-year [3] Future Projections - The company anticipates achieving a non-net profit of no less than 184 million yuan in 2024, with cumulative non-net profits of no less than 414 million yuan for 2024 and 2025, and a total of no less than 713 million yuan for 2024-2026, targeting an average annual compound growth rate of 25% [4] Market Expansion - The company is actively expanding both domestic and international markets, seeking new customers and orders while accelerating the implementation of existing orders [3] - It has established long-term strategic partnerships with major clients, ensuring manageable risks in accounts receivable [3] New Business Ventures - The company is venturing into the low-altitude economy, leveraging its expertise in carbon fiber materials to develop related products [4] - Collaborations with companies in the aerospace sector aim to enhance the application of carbon fiber in low-altitude industries [4] Recycling Equipment Development - In 2023, the company entered the resource recycling equipment sector, signing a sales contract worth 320 million yuan for a polyester recycling production line capable of producing 50,000 tons annually [5] - The production line is designed for high operational efficiency, achieving a recycling rate of 8,000 hours of continuous operation [5] Innovation in Smart Products - The company is collaborating with Fudan University on a humanoid intelligent leg project, utilizing high-strength carbon fiber materials for commercialization [5]

Investment Rating - The report assigns a rating of "Buy" for the company [2]. Core Insights - The company specializes in carbon fiber equipment and actively expands into new fields, with a strong market presence in various sectors including solar energy and building energy efficiency [12]. - The company has a robust production capacity in carbon fiber, with over 50% market share in the domestic market for carbon fiber production lines [12]. - The revenue forecast for the company from 2024 to 2026 is projected to be 15.61 billion, 17.87 billion, and 19.95 billion yuan respectively, with net profits expected to be 2.03 billion, 2.45 billion, and 2.91 billion yuan [12]. Summary by Sections Company Overview - The company, Zhejiang Jinggong Integrated Technology Co., Ltd., was established in 1968 and has evolved into a leader in carbon fiber equipment, with a focus on high-tech products across multiple sectors [45][46]. - The main business segments include carbon fiber equipment manufacturing, solar photovoltaic equipment, energy-efficient building equipment, and textile machinery [45][46]. Carbon Fiber Equipment - The company produces a range of carbon fiber equipment, including complete production lines and waste gas treatment systems, with a production capacity exceeding 1,000 tons annually [46]. - The carbon fiber production line is the primary revenue source, contributing 47.34% of total revenue in 2023 [64]. Market Position and Competitiveness - The company holds a significant market share in various segments, including over 40% in solar photovoltaic equipment and 50% in textile machinery [12]. - The domestic carbon fiber market is experiencing rapid growth, with a notable shift towards domestic production, which accounted for 76.7% of total demand in 2023 [86]. Financial Performance - The company's revenue reached 15.4 billion yuan in 2023, with a net profit of 1.84 billion yuan, reflecting a decline due to market conditions [57]. - The projected earnings per share (EPS) for 2024 is 0.45 yuan, with a price-to-earnings (P/E) ratio of 43.00 [10]. Future Outlook - The company is actively exploring new fields such as low-altitude economy, leveraging its expertise in carbon fiber to develop partnerships and expand its market presence [12]. - The report anticipates continued growth in revenue and profitability, supported by the company's strategic positioning in high-demand sectors [12].