关于获得政府补助的公告 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。 一、获取补助的基本情况 江苏通润装备科技股份有限公司（以下简称"公司"）控股子公司上海正泰 电源系统有限公司（以下简称"正泰电源"）于近日获得存量嫁接导入项目政府 补助，补助资金共计 3,000.00 万元，正泰电源已收到首笔资金 2,000.00 万元。上 述补助为与收益相关的政府补助，占公司最近一期经审计归属于上市公司股东净 利润的 13.81%，补助形式为现金，与公司日常经营活动相关，不具有可持续性。 二、补助的类型及其对公司的影响 （一）补助类型 证券代码：002150 证券简称：通润装备 公告编号：2025-033 江苏通润装备科技股份有限公司 1 公司 2025 年度"其他收益"，影响 2025 年度利润总额 2,000.00 万元，对公司业 绩具有积极影响；尚未收到的部分资金，公司将根据后续进展情况进行会计处理。 以上会计处理及对公司财务数据的影响未经审计，最终结果将以会计师事务 所审计确认后的结果为准。 （四）风险提示和其他说明 公司将根据法律法规的要求及时履行信息披露义务 ...

证券代码：002150 证券简称：通润装备 公告编号：2025-032 江苏通润装备科技股份有限公司 关于对外担保进展的公告 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。 一、担保额度预计情况概述 江苏通润装备科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 18 日、2025 年 5 月 20 日召开了第八届董事会第二十二次会议和 2024 年年度股 东大会，审议通过了《关于预计新增对外担保额度的议案》，同意自公司 2024 年 年度股东大会审议通过之日起至 2025 年年度股东大会召开之日期间，公司控股 子公司上海正泰电源系统有限公司（以下简称"正泰电源"）为其下属控股公司 新增担保额度总计不超过人民币 73,000.00 万元（或等值外币），实际业务发生 时，具体担保金额、担保期限等内容，以正式签署并执行的担保文件为准。具体 内容详见公司于 2025 年 4 月 22 日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于预计新增对外担保额度的公告》（公告编号：2025-017）。 二、担保进展情况 （一）根据电源系统香港与 ...

Group 1 - The core viewpoint is that Tongrun Equipment is enhancing its core competitiveness through a multi-faceted approach in the context of an improving industry competitive landscape [1] - The company is focusing on refining product quality while simultaneously pushing for technological upgrades [1] - Tongrun Equipment is steadily expanding its market share to solidify its development foundation [1]

Core Viewpoint - The company, Tongrun Equipment, has experienced a significant decline in stock price since 2023, despite a strong performance in its solar storage business, which saw an 80% year-on-year revenue increase in 2024 [2]. Group 1: Company Performance - As of July 4, 2025, Tongrun Equipment's stock closed at 11.82 yuan, down 2.48%, with a trading volume of 126,300 shares and a turnover of 150 million yuan [1]. - The company reported a 108% increase in inverter sales, reaching 8.7 GW, and a 41% increase in energy storage product sales, totaling 0.3 GWh [2]. Group 2: Management and Strategy - The management team emphasizes adherence to operational standards and aims to build investor returns based on performance, while also enhancing investor relations to communicate the company's intrinsic value [2]. - In response to potential global tariff changes, the company is adjusting its operational strategies, including increasing shipment capacity to relevant markets and optimizing overseas production layouts [2]. Group 3: Market Dynamics - On July 4, 2025, the net outflow of funds from major investors was 20.88 million yuan, while retail investors showed a net inflow of 25.16 million yuan [3].

Summary of Key Points from Conference Call Records Industry or Company Involved - **AI Glasses**: Multiple significant products are set to be released, including those from Meta and Xiaomi [2][15] - **Liquid Cooling**: National standards for liquid cooling are about to be published, indicating growth in this sector [3] - **Superconductors**: Shanghai Superconductor's IPO application has been accepted, aiming to raise 1.2 billion yuan for high-temperature superconducting materials [4][17] - **POE Particles**: Domestic production of POE particles is being initiated to replace imports [5][16] - **High-end PCB**: Companies like Zhongjing Electronics and Yihua New Materials are involved in high-end PCB production for various applications [6][10] - **Air Conditioning Components**: Shunwei Co. is a leading supplier of air conditioning fan blades, indirectly supplying Xiaomi [7][16] - **Laser Defense Systems**: New developments in lightweight laser defense systems are being tested [12][17] Core Points and Arguments - **AI Glasses Market**: - Meta plans to release new AI glasses with expected sales of 4-5 million units in 2025 [15] - Xiaomi's AI glasses are in small-scale production with projected sales of 300,000-500,000 units [15] - Companies like Biyi Co. and Lianchuang Optoelectronics are heavily involved in AR/VR technologies [15] - **Liquid Cooling Industry**: - The market for liquid cooling servers in China is projected to reach $16.2 billion by 2029, with a CAGR of 46.8% from 2024 to 2029 [3] - Current penetration in data centers is below 10%, indicating significant growth potential [3] - **Superconductors**: - Shanghai Superconductor holds over 80% market share in domestic high-temperature superconducting materials [17] - The company reported a revenue increase of 189% year-on-year, reaching 240 million yuan in 2024 [17] - **POE Particles**: - The domestic market for POE is expected to reach 50-60 billion yuan in 2025, with significant import substitution potential [16] - The company anticipates net profits of 0.5 billion yuan in 2025, increasing to 5.2 billion yuan by 2027 [16] - **High-end PCB**: - Companies are focusing on high-end applications in AI, VR, and gaming, with significant demand for flexible circuit boards [16] - The domestic high-end PCB market is experiencing rapid growth due to increased demand from tech companies [16] - **Air Conditioning Components**: - Shunwei Co. has a global market share of over 35% in plastic air conditioning fan blades [7] - The company is also involved in the low-altitude economy through partnerships in agricultural drone technology [16] Other Important but Possibly Overlooked Content - **Market Dynamics**: The AI glasses market is highly competitive, with major players like Meta and Xiaomi launching new products [15] - **Regulatory Environment**: The upcoming national standards for liquid cooling may streamline the industry and enhance growth prospects [3] - **Investment Opportunities**: Companies involved in superconductors and liquid cooling are positioned for significant growth due to technological advancements and market demand [4][3] - **Financial Performance**: Many companies are reporting substantial year-on-year growth, indicating a robust recovery and expansion in their respective sectors [17][16] This summary encapsulates the critical insights from the conference call records, highlighting the evolving landscape of various industries and the companies poised to benefit from these trends.

Group 1: Company Overview - The company underwent a restructuring in 2023, with the controlling shareholder changing from Changshu Jack Factory to Zhejiang Chint Electric Co., Ltd. [3] - The main business has expanded from metal products to include new energy, forming a dual business model with multiple products [3]. - The subsidiary Chint Power, established in 2009, specializes in photovoltaic inverters and energy storage systems, achieving Tier 1 status in Bloomberg's global rankings [3]. Group 2: Business Segments - The metal products segment includes metal tool cabinets and sheet metal work, maintaining a strong industry reputation and stable customer base [3]. - The company has a relatively high proportion of overseas revenue, with significant exposure to the U.S. market, which is affected by recent tariff changes [4]. - The company is adapting to tariff changes by establishing production facilities in Thailand, leveraging lower labor costs for exports to the U.S. [4]. Group 3: Market Outlook - The domestic market is experiencing policy changes that may impact short-term demand for new energy, but long-term growth is expected as the market adapts [4]. - In 2024, China's installed capacity growth is projected to reach a historical high, contributing to a significant global scale [4]. - The company's energy storage business is gradually increasing its revenue share, with expectations for rapid growth in the coming years due to rising market demand [5]. Group 4: Strategic Initiatives - The company plans to adjust product pricing and strategies in response to tariff changes to safeguard performance [4]. - There is a focus on enhancing the energy storage segment, particularly in the Chinese and European markets, to capitalize on emerging opportunities [5]. - The company aims to ensure sustainable growth through a dual-driven strategy of inverters and energy storage systems [5].

Core Viewpoint - Jiangsu Tongrun Equipment Technology Co., Ltd. has announced its 2024 annual profit distribution plan, which includes a cash dividend of 1 RMB per 10 shares for all shareholders, approved at the 2024 annual general meeting held on May 20, 2025 [1][2]. Summary by Sections Shareholder Meeting Approval - The profit distribution plan for the 2024 fiscal year was approved at the annual shareholder meeting, proposing a cash dividend of 1 RMB per 10 shares, with a total distribution based on the number of shares eligible for profit distribution [1][2]. Dividend Distribution Plan - The distribution plan is based on a total share count of 363,234,553 shares, excluding any repurchased shares. The cash dividend will be distributed as follows: 1 RMB per 10 shares (before tax) for all shareholders, with specific tax treatments for different categories of investors [2][3]. Key Dates - The record date for the dividend distribution is set for May 29, 2025, and the ex-dividend date is May 30, 2025 [2][3]. Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their securities companies or other custodians on the ex-dividend date [3]. Consultation Information - For inquiries, shareholders can contact the company at its office in Changshu, Jiangsu Province, with provided contact details [3][4].

证券代码：002150 证券简称：通润装备 公告编号：2025-030 江苏通润装备科技股份有限公司（以下简称"公司"）2024 年年度权益分派 方案已获 2025 年 5 月 20 日召开的 2024 年年度股东大会审议通过，现将权益分 派事宜公告如下： 江苏通润装备科技股份有限公司 2024 年年度权益分派实施公告 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。 一、股东大会审议通过利润分配方案等情况 （一）经公司 2024 年年度股东大会审议通过的 2024 年度利润分配方案为： 公司拟以本次实施权益分派的股权登记日登记的可参与利润分配的总股数为基 数，向全体股东每 10 股派发现金红利（含税）1 元，预计合计派发现金股利 36,323,455.30 元，剩余未分配利润结转至下一年度。本年度不送股，亦不进行公 积金转增股本。如自公司 2024 年度利润分配方案披露之日起至实施权益分派股 权登记日期间，公司股本总数发生变动的，拟维持每股分配比例不变，相应调整 分配总额。 （二）本次实施的分配方案自披露至实施期间公司股本总额未发生变化。 （三）本次实施的分配 ...

证券代码：002150 证券简称：通润装备 公告编号：2025-031 3、召开方式：视频直播与图文转播 4、公司出席人员：公司董事长陆川先生，独立董事钟刚先生，副总经理、 财务总监胡雪芳女士，副总经理、董事会秘书霍庆宝先生 二、投资者问题征集方式 江苏通润装备科技股份有限公司 关于参加深圳证券交易所"百川汇流·并购重组焕新机" 2024 年集体业绩说明会的公告 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。 江苏通润装备科技股份有限公司（以下简称"公司"）将于 2025 年 5 月 28 日（星期三）15:00-17:00 参加由深圳证券交易所（以下简称"深交所"）组织 召开的以"百川汇流·并购重组焕新机"为主题的 2024 年集体业绩说明会活动， 现将有关事项公告如下： 一、本次业绩说明会的安排 1、召开时间：2025 年 5 月 28 日（星期三）15:00-17:00 2、召开地点：深交所 8 楼上市大厅 2 为充分尊重投资者、提升交流的针对性，现就本次业绩说明会提前向投资者 公开征集问题，广泛听取投资者的意见和建议。投资者可提前登陆深交所"互动 易" ...

1、现场会议召开时间：2025 年 5 月 20 日（星期二）14:00 证券代码：002150 证券简称：通润装备 公告编号：2025-029 江苏通润装备科技股份有限公司 2024 年年度股东大会决议公告 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。 特别提示： 1、本次股东大会未出现否决议案。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间 为 2025 年 5 月 20 日上午 9:15-9:25，9:30-11:30、下午 13:00-15:00；通过深 圳证券交易所互联网投票的具体时间为 2025 年 5 月 20 日上午 9:15 至当日下午 15:00 期间的任意时间。 3、会议地点：上海市松江区思贤路 3255 号正泰科沁苑 3 号楼 A 栋 4 楼会 议室一 4、召开方式：现场投票和网络投票相结合的方式召开 5、会议召集人：江苏通润装备科技股份有限公司（以下简称"公司"）董 事会 6、会议主持人：董事长陆川 7、会议的召集 ...