关于获得客户订单的自愿性信息披露公告 证券代码：002169 证券简称：智光电气 公告编号：2025070 广州智光电气股份有限公司 关于获得客户订单的自愿性披露公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、合同签署情况 广州智光电气股份有限公司（以下简称"公司"）孙公司内蒙古智光储能科 技有限公司（以下简称"内蒙古智光"）于近日与内蒙古创源科右新能源有限公 司(以下简称"创源科右"）签订了金额合计为人民币 15,212.70 万元的《买卖 合同》(以下简称"本合同"），创源科右向内蒙古智光采购高压级联构网型储 能系统。 根据《深圳证券交易所股票上市规则》和《公司章程》等有关规定，本事项 无需经过公司董事会及股东大会审议，不构成关联交易，也不构成《上市公司重 大资产重组管理办法》规定的重大资产重组。 二、交易对手方介绍 1.交易对方基本情况 企业名称：内蒙古创源科右新能源有限公司 统一社会信用代码：91152222MAC1YEKF30 法定代表人：伏骞 注册资本：5,000 万人民币 注册地址：内蒙古自治区兴安盟科尔沁右翼中旗巴彦呼舒镇伊和苏木社区科 右 ...

Group 1 - The core point of the article highlights that Zhiguang Electric (SZ 002169) has announced that as of the date of the announcement, Jinyu Group has pledged a total of 60.41 million shares, accounting for 39.7% of its holdings [1] - As of the report date, Zhiguang Electric has a market capitalization of 6.1 billion yuan [3] - For the first half of 2025, Zhiguang Electric's revenue composition is as follows: electrical equipment accounts for 82.39%, while comprehensive energy services account for 17.61% [2]

关于控股股东部分股份解除质押及质押的公告 关于控股股东部分股份解除质押及质押的公告 公司控股股东金誉集团保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广州智光电气股份有限公司（以下简称"公司"）于近日收到公司控股股东 广州市金誉实业投资集团有限公司（以下简称"金誉集团"）函告，其所持有本 公司部分股份在国泰海通证券股份有限公司办理了部分股份质押回购后，重新办 理了部分股份质押。具体事项如下： 二、本次股东部分股份新增质押情况 证券代码：002169 证券简称：智光电气 公告编号：2025069 广州智光电气股份有限公司 | | 是否为第一 | 质押股数 | 占其所持 | 占 | 公 司 | 总 | 质押开始 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 大股东及一 | （股） | 股份比例 | 股 | 本 比 | 例 | 日期 | 质押到期日 | 质权人 | 用途 | | | 致行动 ...

Core Viewpoint - The number of shareholders for Zhiguang Electric has decreased for the second consecutive period, indicating a potential decline in investor interest [2] Shareholder Information - As of November 20, the number of shareholders is 58,560, a decrease of 3,575 from the previous period, representing a decline of 5.75% [2] - This marks the second consecutive decline in the number of shareholders [2] Stock Performance - The latest stock price for Zhiguang Electric is 7.73 yuan, reflecting an increase of 0.52% [2] - Since the concentration of shares began, the stock price has cumulatively decreased by 13.53%, with 3 days of increase and 8 days of decrease [2] Financing Data - As of November 24, the margin trading balance for the stock is 304 million yuan, with the financing balance also at 304 million yuan [2] - The financing balance has decreased by 107 million yuan during the current concentration period, representing a decline of 26.00% [2] Financial Performance - For the first three quarters, the company achieved operating revenue of 2.507 billion yuan, a year-on-year increase of 32.03% [2] - The net profit for the same period was -51.2658 million yuan, showing a year-on-year increase of 63.67% [2] - The basic earnings per share is reported at -0.0663 yuan [2]

Core Viewpoint - The stock price of Zhiguang Electric has been declining for seven consecutive days, with a total drop of 12.47% during this period, leading to a current price of 7.53 CNY per share and a market capitalization of 5.894 billion CNY [1] Company Overview - Zhiguang Electric, established on April 9, 1999, and listed on September 19, 2007, is located in Huangpu District, Guangzhou, Guangdong Province. The company specializes in the research, production, and sales of cables, as well as comprehensive energy-saving services, electrical products, and electricity services [1] - The main business revenue composition is as follows: digital energy technology and products account for 82.39%, while comprehensive energy services contribute 17.61% [1] Fund Holdings - According to data, one fund under Everbright Pramerica holds Zhiguang Electric as its second-largest position. The Everbright Pramerica Chengxin Mixed A Fund (003115) held 21,800 shares in the third quarter, representing 1.08% of the fund's net value [2] - The fund has experienced a floating loss of approximately 8,720 CNY today, with a total floating loss of 24,600 CNY during the seven-day decline [2] Fund Performance - The Everbright Pramerica Chengxin Mixed A Fund (003115) was established on December 15, 2016, with a current scale of 3.6051 million CNY. Year-to-date, it has achieved a return of 42.75%, ranking 1213 out of 8136 in its category. Over the past year, the return is 42.52%, ranking 967 out of 8056, and since inception, the return is 98.03% [2]

（编辑 任世碧） 证券日报网讯 智光电气11月17日在互动平台回答投资者提问时表示，公司全体管理层及员工均以提升 公司经营业绩与质量为目标，本年度1季度至3季度业绩明显好转，目前正在为冲刺年度更好的目标而努 力。 ...

Core Viewpoint - There are significant payment risks associated with collaboration with the Adani Group, particularly due to ongoing payment disputes and legal issues [1] Group 1: Payment Disputes - The Adani Group is currently facing a long-standing payment deadlock with its core power cooperation project in Bangladesh, with outstanding electricity payments and late fees amounting to $800 million [1] Group 2: Credibility and Legal Issues - The Adani Group's credibility has been severely damaged, leading to financing and performance risks, as they and key members are facing a lawsuit in the U.S. for alleged bribery and securities fraud amounting to $265 million in 2024 [1] Group 3: Company Response - The company, Zhiguang Electric (SZ002169), has stated that it has not entered into any actual cooperation with the Adani Group [1]

Core Viewpoint - The company places significant emphasis on expanding its overseas market presence, having established a representative office in Italy this year and is currently following up on multiple projects [1] Group 1 - The company has completed the establishment of its representative office in Italy this year [1] - Multiple projects are currently being pursued in the overseas market [1]

格隆汇11月17日丨智光电气(002169.SZ)在投资者互动平台表示,公司非常重视海外市场拓展，本年度完 成意大利代表处设立，多个项目正在跟进中。 ...

Core Insights - The electric power operation and maintenance (O&M) market in China is experiencing rapid growth, with the market size projected to increase from 5.42 billion yuan in 2017 to 48.83 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 27.67% [1][9] - The industry is transitioning towards intelligent, automated, and visualized operation and maintenance practices, driven by advancements in big data, cloud computing, IoT, and artificial intelligence [1][9] - The increasing complexity of power systems and the need for high reliability and efficiency are pushing the industry to adopt new technologies and improve operational standards [1][9] Industry Overview - Electric power operation and maintenance (O&M) involves systematic management of power lines, equipment, and supply systems to ensure safe and stable operation [3] - Key activities include equipment inspection, maintenance, fault handling, data monitoring, safety management, and user support [3] Market Growth - The market size for electric power O&M in China is expected to grow significantly, from 5.42 billion yuan in 2017 to 48.83 billion yuan in 2024, with a CAGR of 27.67% [1][9] - The investment in power construction has also increased, with the total investment in power construction rising from 270 billion yuan in 2017 to 1,168.7 billion yuan in 2024, a CAGR of 23.28% [6][7] Policy Support - The electric power O&M sector has received increased attention from the government, with various regulations and guidelines aimed at promoting standardization, professionalism, and intelligence in the industry [5] - Recent policies include the establishment of a database for major accident hazards and the promotion of intelligent inspection systems [5][6] Industry Chain - The electric power O&M industry chain consists of three main segments: upstream equipment manufacturing, midstream O&M service integration, and downstream application by power generation companies [6] - Collaboration between equipment manufacturers and power generation companies is deepening, driving the evolution of O&M systems towards greater intelligence and efficiency [6] Key Companies - Notable companies in the electric power O&M sector include Zhiguang Electric, Guodian NARI, and Siyuan Electric, among others [2][10] - These companies are leveraging innovative technologies in intelligent monitoring and data analysis to enhance their market competitiveness [10] Future Trends - The industry is expected to evolve towards greater intelligence, with the integration of big data, AI, and digital twin technologies to create smart O&M platforms [13] - Automation will reshape operational models, with drones and robots gradually replacing traditional manual operations [14] - Green development will become a core focus, emphasizing low-carbon practices and the integration of renewable energy sources [15][16]