Group 1 - Guoxin Technology successfully tested a new generation of automotive electronic BLDC motor drive control high-performance chip "CBC2100B," which is based on 130nm BCD process and aims to address the MCU chip shortage in China's automotive industry, especially in new energy vehicles [1] - The chip is applicable in automotive electronic fields such as water pumps, oil pumps, and air conditioning fans, as well as in industrial control for BLDC motor drives and electrified equipment [1] Group 2 - Hangzhou High-tech experienced a change in control with the resignation of multiple key executives, including the chairman, vice chairman, and general manager, which may lead to a temporary reduction in the board's member count below the minimum required [2] - The resigning executives will continue to perform their duties until new appointments are made to ensure the company's normal operations [2] Group 3 - Zhonghuan Hailu decided to terminate the planning of a change in control due to disagreements with the trading party regarding future development arrangements [4] - The stock and convertible bonds of the company will resume trading on September 5, 2025 [4] Group 4 - ST Tianmao plans to voluntarily withdraw its A-shares from trading on the Shenzhen Stock Exchange and apply for transfer to the National SME Share Transfer System after the termination of listing [5] - The decision has been approved by the company's first temporary shareholders' meeting in 2025 [5] Group 5 - Beijing Lier signed a strategic cooperation agreement with SenseTime and Xiwang to explore AI computing power collaboration and the development of industrial manufacturing and decision-making AI vertical models [6] - Hunan Baiyin adjusted its share repurchase price ceiling from 5 yuan to 7 yuan per share due to the stock price exceeding the original limit [6] Group 6 - Dongnan Network won the bid for the "Pujiang Street Five Villages Joint Development Project" with a bid amount of 1.686 billion yuan, accounting for 15% of the company's audited revenue for 2024 [8] - Wens Foodstuff reported sales of 3.2457 million pigs in August 2025, generating revenue of 4.825 billion yuan, with a year-on-year price change of 37.88% [8] - Jiangling Motors sold 30,003 vehicles in August 2025, representing a year-on-year increase of 8.92% [8] Group 7 - Hubei Yihua completed the construction of a 200,000 tons/year caustic soda energy-saving renovation project, which has been put into production [9] - Satellite Chemical announced routine maintenance for its polyethylene and ethylene oxide/ethylene glycol facilities, expected to last 45 days [9] Group 8 - Shida Shenghua plans to establish a subsidiary for a 53,000 tons/year calcium chloride project with an investment of 25 million yuan, aimed at enhancing its resource advantages in the new energy materials sector [11] - Roman Co. intends to acquire a 39.2308% stake in Wutong Technology for 196.154 million yuan, which will make Wutong a subsidiary of Roman [11] Group 9 - Shanghai Laishi's executives plan to increase their shareholdings in the company with a total investment of no less than 6 million yuan [13]

Core Viewpoint - Southeast Network Frame has been confirmed as the winning bidder for the "Pujiang Street Five Villages Joint Development Project" with a bid amount of RMB 1,686.431388 million [1] Group 1 - The announcement was made on the evening of September 4, 2023 [1] - The bid result was published on the Hangzhou Public Resource Trading Platform [1] - The company has received the bid notification letter [1]

Core Points - Zhejiang Southeast Steel Structure Co., Ltd. has been confirmed as the winning bidder for the "Puyang Street Five Villages Joint Development Project" with a bid amount of approximately RMB 1.686 billion [1] Group 1 - The project was announced on September 4, 2025, by the Hangzhou Public Resource Trading Platform [1] - The company has received the bid notification letter confirming its status as the winning bidder [1]

2025年9月4日，杭州市公共资源交易平台公布，浙江东南网架股份有限公司成为"浦沿街道五村联合统 筹开发项目"中标单位，中标金额168,643.1388万元。项目新建商业办公等，总建面400,626.65平方米， 工期1150日历天。该项目采用施工总承包模式，集合公司多项技术，屋面等围护系统用BIPV建设模 式。中标金额占公司2024年度经审计营收15.00%，将提升其商业综合体领域竞争力，助力"EPC+装配式 建筑+BIPV"战略转型。 ...

智通财经APP讯，东南网架(002135.SZ)公告，据《浦沿街道五村联合统筹开发项目中标结果公告》，公 司被确认为"浦沿街道五村联合统筹开发项目"的中标单位，并收到中标通知书，中标金额为16.9亿元。 项目将新建商业办公、商业综合体等，总建筑面积为 400,626.65 平方米，基坑深度 14.6m。本次招标为 施工总承包招标，招标范围为施工图范围内的土石方工程、基坑围护、结构工程、建筑工程、幕墙工 程、装修工程、给排水工程、电气工程、消防工程、暖通工程、智能化工程、变配电(低压部分)、室外 附属(给排水、消防、道路、海绵城市等)、光伏系统、泛光照明、电梯设备、交通设施等施工设计图纸 内的所有工作内容。 ...

Group 1 - The company, Dongnan Network Frame, has been confirmed as the winning bidder for the "Pu Yang Street Five Villages Joint Development Project" with a bid amount of 1.69 billion yuan [1] - The project will involve the construction of commercial offices and a commercial complex, covering a total building area of 400,626.65 square meters [1] - The scope of the tender includes various construction works such as earthworks, foundation pit protection, structural engineering, building engineering, curtain wall engineering, decoration engineering, plumbing, electrical engineering, fire protection engineering, HVAC engineering, intelligent engineering, and photovoltaic systems among others [1]

| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2025-070 | | --- | --- | --- | | 债券代码：127103 | 债券简称：东南转债 | | 浙江东南网架股份有限公司 关于中标重大项目的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 9 月 4 日 ， 杭 州 市 公 共 资 源 交 易 平 台 （https://ggzy.hzctc.hangzhou.gov.cn）公布了《浦沿街道五村联合统筹开发项目中 标结果公告》，确认浙江东南网架股份有限公司（以下简称"公司"）为"浦沿街 道五村联合统筹开发项目"的中标单位，并收到中标通知书，中标金额为人民币 168,643.1388 万元。现将中标的有关情况公告如下： 一、中标通知书的主要内容 1、项目名称：浦沿街道五村联合统筹开发项目 2、招标人：杭州江宸开发建设有限责任公司 3、中标单位：浙江东南网架股份有限公司 4、中标价格：人民币 168,643.1388 万元 5、中标内容范围：项目新建商业办公、商业综合体等，总建筑面积为 400,626.65 ...

人民财讯9月4日电，东南网架（002135）9月4日晚间公告，杭州市公共资源交易平台公布《浦沿街道五 村联合统筹开发项目中标结果公告》，确认公司为"浦沿街道五村联合统筹开发项目"的中标单位，并收 到中标通知书，中标金额16.86亿元。 ...

Core Viewpoint - The photovoltaic industry is expected to experience a reasonable price recovery and profit restoration, with improvements in the fundamentals driven by policy support and technological innovation [1][4]. Policy Impact - A series of targeted policies have been introduced since 2025 to address the issue of "disorderly low-price competition" in the photovoltaic industry, establishing clear boundaries for healthy industry development [3]. - The revised Anti-Unfair Competition Law prohibits the sale of products like silicon materials and components below cash cost, setting a price floor and curbing "suicidal price cuts" [3]. - The Central Financial Committee emphasized the need to govern low-price competition and promote the orderly exit of backward production capacity, signaling a strong push for supply-side structural optimization [3]. Market Dynamics - Since the second quarter of 2025, prices across the photovoltaic industry chain have shown an orderly recovery, indicating improvements in supply-demand relationships and competitive order [4]. - Silicon material prices have seen a significant increase, with the average transaction price for multi-crystalline silicon reaching 47,900 RMB per ton, marking a 3.37% rise and an eight-week consecutive increase [4]. - The reduction in low-price sales and the gradual decrease in industry inventory have contributed to this price recovery [4]. Industry Trends - The photovoltaic industry is transitioning from homogeneous competition to differentiated development, with leading companies exploring unique market segments [6]. - Companies like Southeast Network Frame are actively pursuing carbon-neutral strategies and investing in renewable energy projects, such as a 110MW agrivoltaic project [6]. - Innovative application models, including photovoltaic + energy storage and photovoltaic + agriculture, are becoming increasingly mature, contributing to the industry's high-quality development [7]. Performance Metrics - In the first half of 2025, the national photovoltaic installed capacity reached approximately 1.1 billion kilowatts, a year-on-year increase of 54.1%, with cumulative power generation of 559.1 billion kilowatt-hours, up 42.9% [7]. - The photovoltaic equipment sector has seen a significant rise, with the sector index increasing by 37.26% since early April 2025 [7].

Financial Performance - The company reported a total revenue of 4.538 billion yuan, a year-on-year decrease of 27.28% [1] - The net profit attributable to shareholders was 42.1545 million yuan, down 67.28% year-on-year [1] - In Q2, total revenue was 2.1 billion yuan, a decline of 35.04% year-on-year, with a net profit of -4.7475 million yuan, a decrease of 111.99% [1] - The gross margin was 7.96%, a decrease of 0.2% year-on-year, while the net margin was 0.96%, down 53.48% year-on-year [1] - Total sales, management, and financial expenses amounted to 198 million yuan, accounting for 4.36% of revenue, an increase of 24.24% year-on-year [1] - Earnings per share were 0.04 yuan, a decrease of 63.64% year-on-year [1] Financial Ratios and Cash Flow - The company's accounts receivable were significantly high, with accounts receivable to net profit ratio reaching 2165.62% [1] - The net cash flow from operating activities decreased by 566.69% due to payments for trade activities [3] - The net cash flow from financing activities increased by 175.18% due to higher borrowing [4] - The company’s return on invested capital (ROIC) was 2.81%, indicating weak capital returns [5] - The average cash flow from operating activities over the past three years has been negative [7] Business Strategy and Future Plans - The company aims to implement the "EPC General Contracting + No. 1 Project" strategy to drive high-quality development [7] - Plans to focus on green and low-carbon construction, expanding into new energy markets with a comprehensive energy business model [7] - The company will respond to the "Belt and Road" initiative by expanding its business in core regions and enhancing its global brand influence [8] - Emphasis on digital management and smart manufacturing to reduce production costs and improve product quality [9]