国光电器股份有限公司 二、募集资金现金管理专用结算账户的开立情况 （一）专用结算账户情况 | 账户名称 | 开户机构名称 | 账号 | | --- | --- | --- | | 国光电器股份有限公司 | 中国银河证券股份有限公司广州 | 331500999998 | | | 东风中路证券营业部 | | 根据《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》《上市公司监管指引 第 2 号——上市公司募集资金管理和使用的监管要求》等相关规定，公司将在理财产品到期且无后续使用 计划时及时注销上述现金管理专用结算账户，该账户仅用于公司部分闲置募集资金现金管理专用结算，不 会存放非募集资金或用作其他用途。 关于开立募集资金现金管理专用结算账户 并签署三方监管协议的公告 证券代码：002045 证券简称：国光电器 编号：2025-67 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈 述或者重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意国光电器股份有限公司向特定对象发行股票注册的批复》（证监 许可〔2023〕1983 号）同意注册，公司获准向特定对 ...

Core Viewpoint - Guoguang Electric (stock code: 002045) has received approval from the China Securities Regulatory Commission to issue shares to specific targets, raising 1.375 billion yuan, which will be deposited into a dedicated account for cash management [1] Group 1 - The company has opened a cash management special settlement account at China Galaxy Securities for the raised funds, which will only be used for managing idle cash [1] - The company has analyzed potential systemic and operational risks associated with investments and has established corresponding control measures [1] - Utilizing idle funds for cash management will not affect the fundraising projects and normal operations, while also improving fund efficiency and returns [1] Group 2 - The company disclosed the main content of a tripartite supervision agreement, which will be effective from the date of signing until the dedicated account is closed, with the obligations of the sponsor lasting until December 31, 2025 [1]

Market Overview - A-shares experienced a volatile upward trend on September 22, with all three major indices rising, led by technology stocks, particularly the Sci-Tech 50 Index which increased by over 3% [1][2] - The total market capitalization of A-shares reached 114.20 trillion yuan, with a rolling P/E ratio of 22.16 times for the entire A-share market and 13.97 times for the CSI 300 Index [5] Sector Performance - The electronic sector led the gains, with significant increases in stocks such as Hongfu Huan, Changying Precision, and Zhongke Lanyun, all hitting the 20% limit up [2][3] - The computer sector also saw strong performance, with stocks like Chuling Information and Zhongke Shuguang reaching the limit up [2][3] - Among the 31 sectors, electronics, non-bank financials, and power equipment saw the highest net inflows of financing, while sectors like non-ferrous metals and defense experienced net outflows [3][4] Trading Volume and Financing - The trading volume on September 22 was 2.14 trillion yuan, a decrease of 207 billion yuan from the previous trading day, but it marked the 29th consecutive trading day with volumes exceeding 2 trillion yuan [2][3] - The financing balance in the A-share market increased by over 46 billion yuan last week, with a total financing balance reported at 23,816.10 billion yuan as of September 19 [3][4] Capital Flow - On September 22, the net outflow of main funds from the Shanghai and Shenzhen markets was approximately 149.51 billion yuan, with 2,123 stocks experiencing net inflows and 3,021 stocks seeing net outflows [4] - The electronic, banking, and non-bank financial sectors had the highest net inflows, while sectors like power equipment and media saw significant outflows [4] Market Outlook - Analysts suggest that the current upward trend in the A-share market is likely to continue, driven by improving overseas liquidity and a strengthening domestic economic outlook [5][6] - There is a focus on sectors such as solid-state batteries, AI computing, humanoid robots, and commercial aerospace for potential investment opportunities [5][6]

Core Viewpoint - The smart speaker concept sector has seen a significant increase, with a rise of 3.43% as of the market close on September 22, ranking it third among concept sectors [1] Group 1: Market Performance - Within the smart speaker sector, 47 stocks experienced gains, with notable performers including Zhongke Lanyun, which hit a 20% limit up, and companies like Guoguang Electric and Luxshare Precision also reaching their daily limit up [1] - The top gainers in the sector included Chipone Technology, Runxin Technology, and Greer, with respective increases of 17.34%, 13.97%, and 9.67% [1] - Conversely, the stocks with the largest declines included ST Quanwei, Kosen Technology, and Zhongjing Electronics, which fell by 5.91%, 3.83%, and 3.44% respectively [1] Group 2: Capital Flow - The smart speaker sector attracted a net inflow of 4.724 billion yuan from major funds, with 36 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2] - Leading the net inflow was Lingyi Zhizao, which saw a net inflow of 1.971 billion yuan, followed by Luxshare Precision, Chipone Technology, and Goer, with net inflows of 1.051 billion yuan, 483 million yuan, and 462 million yuan respectively [2] - In terms of capital inflow ratios, Guoguang Electric, Luxshare Precision, and Lingyi Zhizao led with net inflow rates of 50.00%, 19.11%, and 18.98% respectively [3]

Group 1 - The company currently has no plans for mass production of desktop robots [1] - The company will seek to integrate AI technology with its main business operations at an appropriate time [1] - The company will timely disclose the latest developments to investors [1]

Market Overview - The Shanghai Composite Index closed at 3814.91 points, slightly down by 0.14%, with a total trading volume of 173.17 billion yuan [1] - 25 A-shares have surpassed their annual line, with notable stocks including Zhixin Electronics, Overseas Chinese Town A, and Guoguang Electric, showing significant deviation rates of 10.13%, 9.42%, and 7.56% respectively [1] Stock Performance - Zhixin Electronics (837212) saw a price increase of 11.91% with a turnover rate of 22.25%, closing at 18.51 yuan, deviating from the annual line by 10.13% [1] - Overseas Chinese Town A (000069) increased by 10.00%, with a turnover rate of 4.47%, closing at 2.75 yuan, deviating by 9.42% [1] - Guoguang Electric (002045) rose by 10.01%, with a turnover rate of 6.19%, closing at 17.69 yuan, deviating by 7.56% [1] Additional Notable Stocks - Hu塑控股 (000509) increased by 10.13%, with a turnover rate of 2.61%, closing at 3.48 yuan, deviating by 4.12% [1] - 威星智能 (002849) rose by 9.97%, with a turnover rate of 23.74%, closing at 16.54 yuan, deviating by 3.54% [1] - 天玛智能 (688570) increased by 2.75%, with a turnover rate of 1.48%, closing at 20.21 yuan, deviating by 2.52% [1]

Group 1 - The AI glasses sector leads the market with a rise of 5.78% [1] - Chip Origin Co., Ltd. increased by 19.48% [1] - Zhongke Blue Communication rose by 14.29% [1] - Runxin Technology saw an increase of 14.06% [1] - JuCheng Co., Ltd., Jiangbolong, and Guoguang Electric all experienced gains exceeding 10% [1]

Group 1 - A-shares saw significant market activity with 54 stocks hitting the daily limit up and 4 stocks hitting the limit down on September 22 [1] - The smart speaker concept was notably active, with Guoguang Electric reaching the limit up [1] - The advanced packaging concept strengthened, exemplified by Shanzi Gaoke achieving 6 consecutive limit ups in 7 days [1] - The computing power chip concept experienced an increase, highlighted by Tianpu Co. achieving 14 consecutive limit ups, and Heertai achieving 2 limit ups in 3 days [1] - Among the stocks with consecutive limit ups, *ST Zhengping had 11 limit ups in 14 days, and *ST Yatai had 10 limit ups in 11 days [1] Group 2 - *ST Gaohong faced a continuous decline with 7 consecutive limit downs [2] - *ST Nanzhi and Jinyi Film also experienced declines, each with 2 consecutive limit downs [2]

Core Viewpoint - The new tobacco concept has experienced significant fluctuations, with several companies in the sector seeing notable stock price increases [1] Group 1: Company Performance - Guoguang Electric and Yingqu Technology reached their daily limit increase in stock prices [1] - Companies such as Jucheng Co., Bosheng Technology, Hongxin Electronics, and Green Precision also showed strong performance with substantial price increases [1]

Core Insights - The new tobacco concept is experiencing significant fluctuations, with companies like Guoguang Electric and Yingqu Technology hitting the daily limit up, indicating strong market interest and potential investment opportunities [1] Company Performance - Guoguang Electric and Yingqu Technology have reached the daily limit up, showcasing robust investor confidence in the new tobacco sector [1] - Other companies such as Jucheng Co., Boshou Technology, Hongxin Electronics, and Green Precision are also showing notable gains, reflecting a broader positive trend in the industry [1]