新京报贝壳财经讯 9月28日，智光电气公告称，公司正在筹划以发行股份及支付现金的方式购买控股子 公司智光储能的全部或部分少数股权，同时公司拟发行股份募集配套资金。本次交易预计不构成重大资 产重组，不构成关联交易，不会导致公司实际控制人变更，不构成重组上市。公司股票自2025年9月29 日起停牌，预计连续停牌时间不超过10个交易日。 ...

Core Viewpoint - KOTAI Power (300153.SZ) announced a framework agreement for the acquisition of its stake in Zhiguang Energy by Zhiguang Electric and Zhiguang Storage through the issuance of shares and cash payment, indicating a strategic move in the energy sector [1] Group 1 - The transaction does not constitute a related party transaction or a major asset restructuring [1] - The deal is currently in the planning stage, with specific terms and formal agreements to be negotiated and signed later [1]

Group 1 - The company has signed a framework agreement with Zhiguang Electric and Zhiguang Energy for the acquisition of all or part of the equity held by the company in Zhiguang Energy through the issuance of shares and cash payment [1] - The signed framework agreement represents the intention of the parties involved and is not legally binding, with specific transaction details and terms to be negotiated and formalized later [1] - The transaction is still in the planning stage, and its impact on the company's financial status and operating results will depend on the progress of the project [1]

格隆汇9月28日丨智光电气(002169.SZ)公布，公司正在筹划以发行股份及支付现金的方式购买控股子公 司广州智光储能科技有限公司（简称"智光储能"或"标的公司"）的全部或部分少数股权，同时公司拟发 行股份募集配套资金。经初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》规定的重 大资产重组，预计不构成《深圳证券交易所股票上市规则》规定的关联交易，预计不会导致公司实际控 制人发生变更，预计不构成重组上市。公司股票自2025年9月29日（星期一）开市起停牌，预计连续停 牌时间不超过10个交易日，即公司预计在2025年10月21日（星期二）前按照《公开发行证券的公司信息 披露内容与格式准则第26号——上市公司重大资产重组》的要求披露相关信息，并申请公司股票复牌。 ...

关于筹划发行股份及支付现金购买资产并募集配套资金事项的停牌公告 证券代码：002169 证券简称：智光电气 公告编号：2025052 广州智光电气股份有限公司 关于筹划发行股份及支付现金购买资产 并募集配套资金事项的停牌公告 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、停牌事由和工作安排 广州智光电气股份有限公司（以下简称"公司""上市公司"）正在筹划以 发行股份及支付现金的方式购买控股子公司广州智光储能科技有限公司（以下简 称"智光储能"或"标的公司"）的全部或部分少数股权，同时公司拟发行股份 募集配套资金（以下简称"本次交易"）。 经初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》规定 的重大资产重组，预计不构成《深圳证券交易所股票上市规则》规定的关联交易， 预计不会导致公司实际控制人发生变更，预计不构成重组上市。 因本次交易尚处于筹划阶段，有关事项存在不确定性，为保证公平信息披露， 维护投资者利益，避免对公司股票交易造成重大影响，依据《深圳证券交易所上 市公司自律监管指引第 6 号——停复牌》等有关规定，经公司申请，公司股票（证 券简称：智 ...

Core Viewpoint - The company, Zhiguang Electric (002169.SZ), is planning to acquire all or part of the minority equity of its controlling subsidiary, Zhiguang Energy Storage, through a combination of issuing shares and cash payments. This transaction is not expected to constitute a major asset restructuring, related party transaction, or lead to a change in the actual controller of the company, nor will it result in a restructuring listing [1] Group 1 - The company intends to issue shares to raise matching funds for the acquisition [1] - The stock of the company will be suspended from trading starting September 29, 2025, with an expected suspension period not exceeding 10 trading days [1]

Group 1 - Baiyun Airport announces joint investment with China Duty Free Group to establish a duty-free company with a registered capital of 45 million yuan, where China Duty Free Group holds 51% [3] - Dongxing Medical plans to acquire 90% stake in Wuhan Yijiaobao, a high-tech company focused on orthopedic and biomedical materials [4] - Fosun Pharma's subsidiary plans to transfer 100% stake in Shanghai Clone to enhance asset operation efficiency, with a transaction value of up to 1.256 billion yuan [5] Group 2 - Hengxing Technology's subsidiary is awaiting approval for the extension of mining license for Longtoushan Gold Mine, with exploration activities ongoing [6] - New Sai Co. announces resignation of its general manager Chen Jianjiang due to work adjustments [7] - Hailiang Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details yet to be finalized [8] Group 3 - Zhejiang University Network plans to sell 48.6 million shares of Wanliyang, expecting a transaction amount of 475 million yuan [9] - Huazhong Precision terminates the issuance of A-shares to specific targets, affecting a control acquisition [10] - Jiaze New Energy states that its green chemical business is not yet commercially viable, with no significant impact on revenue or profit in the short term [11] Group 4 - Hailan Home plans to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with intermediaries [12] - Hongfuhang intends to invest up to 1.128 billion yuan in a joint venture to build a photovoltaic energy storage project in Congo [13] - Zhongchuang Zhiling plans to invest 5 billion yuan in a new energy vehicle parts industrial base and R&D center [14] Group 5 - Haitai Development's subsidiary signs a property sale contract worth 440 million yuan, expected to increase profits by approximately 62.86 million yuan in 2025 [15] - Dongjie Intelligent's overseas subsidiary secures a procurement order worth approximately 180 million yuan, representing 22.3% of its audited revenue for 2024 [17] - Zhiguang Electric's subsidiary signs a procurement contract worth 164 million yuan for energy storage systems [18] Group 6 - ST Songfa's subsidiary signs a shipbuilding contract for four VLCCs, with a contract value between 400 million to 600 million USD [19] - Huaguang Huaneng signs a sales contract for waste heat boilers worth 160 million yuan for a power plant project in Cambodia [20] - Yousheng Co. receives a project notification from a German automaker, with total sales expected to reach approximately 2.3 billion yuan [24] Group 7 - Zai Sheng Technology's controlling shareholder plans to reduce holdings by up to 3% [25] - Compton plans to reduce holdings of repurchased shares by up to 1% [26] - Aored plans to reduce holdings of repurchased shares by up to 1.29% [27] Group 8 - Xianhe Co. plans to raise up to 3 billion yuan through a private placement for a new materials project [34] - Guanshi Technology plans to raise up to 700 million yuan for photomask manufacturing and other projects [33] - Beilu Pharmaceutical plans to raise up to 300 million yuan for production facility upgrades and working capital [34]

Core Viewpoint - The company announced a significant procurement contract with a total value of RMB 163.56 million for high-voltage cascade semi-solid lithium iron phosphate energy storage systems [1] Group 1 - The procurement contract was signed between the company's subsidiary, Guangzhou Zhiguang Energy Storage Technology Co., Ltd., and China Energy Engineering Group Guangdong Electric Power Design Institute Co., Ltd. [1] - The contract amount is RMB 163.56 million, indicating a substantial business opportunity for the company in the energy storage sector [1]

Major Events - Baiyun Airport announced a joint investment with China Duty Free Group to establish a duty-free company at Guangzhou Baiyun Airport with a registered capital of 45 million yuan, where China Duty Free will contribute 22.95 million yuan for a 51% stake [4] - Dongxing Medical plans to acquire 90% of Wuhan Yijiaobao's equity for cash, which is expected to constitute a major asset restructuring [5] - Fosun Pharma's subsidiary is planning to transfer 100% of Shanghai Clon to enhance asset operation efficiency, with a transaction value of up to 1.256 billion yuan [7] - Hengxing Technology's subsidiary is undergoing a review for the extension of mining license for Longtoushan Gold Mine, with exploration activities ongoing [8] - New Sai Co.'s general manager Chen Jianjiang resigned due to work adjustments [9] - Hailiang Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details yet to be finalized [10] - Zhejiang University Net announced plans to sell 48.6 million shares of Wanliyang, expecting a transaction amount of 475 million yuan [11] - Huazhong Precision terminated its plan to issue A-shares to specific investors, which also halts the acquisition of control by a third party [12] - Jiazhe New Energy stated that its green chemical business is not yet commercially viable [13] Significant Contracts - Haitai Development's subsidiary signed a property sale contract worth 440 million yuan, expected to increase profits by approximately 62.86 million yuan in 2025 [18] - Dongjie Intelligent's overseas subsidiary received a procurement order worth approximately 180 million yuan, accounting for 22.3% of the company's audited revenue for 2024 [19][20] - Zhiguang Electric's subsidiary signed a procurement contract worth 164 million yuan for energy storage systems [21] - ST Songfa's subsidiary signed contracts for building four oil tankers, with a total value between 400 million to 600 million USD [22] - Huaguang Huaneng signed a sales contract for waste heat boilers worth 160 million yuan for a power plant project in Cambodia [23] - Keda Intelligent plans to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [24] Shareholding Changes - Zai Sheng Technology's controlling shareholder plans to reduce holdings by up to 3% [28] - Compton plans to reduce up to 1% of its repurchased shares [29] - Aorede plans to reduce up to 1.29% of its shares from the repurchased stock [30] - Yidian Tianxia's controlling shareholder plans to reduce up to 3% of its shares [31] - Huace Film's shareholders plan to transfer 3.6% of the company's shares through an inquiry transfer [32] Buybacks and Financing - Qibin Group obtained a special financing support of up to 90 million yuan for share repurchase [33] - CanSino plans to cancel 406,100 repurchased shares and reduce registered capital accordingly [35] Fundraising Initiatives - Xianhe Co. plans to raise up to 3 billion yuan through a private placement for a high-performance paper-based new materials project [36] - Guanshi Technology plans to raise up to 700 million yuan for photomask manufacturing and other projects [37] - Beilu Pharmaceutical plans to raise up to 300 million yuan for production line upgrades and working capital [38]

Core Viewpoint - Guangzhou Zhiguang Electric Co., Ltd. has signed a procurement contract worth 163.56 million yuan with Guangdong Electric Power Design Institute, which is expected to positively impact the company's operating performance in the current and future years [2][3]. Group 1: Company Performance - In the first half of 2025, Zhiguang Electric reported revenue of approximately 1.643 billion yuan, representing a year-on-year increase of 31.71% [3]. - The net profit attributable to shareholders was approximately -55.15 million yuan, a reduction in loss of about 35.08 million yuan compared to the same period last year [3]. - The growth in performance is primarily driven by the energy storage business [3]. Group 2: Business Operations - Zhiguang Electric is engaged in the research, development, production, and sales of digital energy technologies and products, serving grid companies, energy companies, and commercial enterprises [3]. - The company has been focusing on energy storage system integration and independent energy storage stations, leveraging its core technologies such as storage PCS, BMS, EMS, and battery PACK [3]. - Zhiguang Storage, a subsidiary, has ranked among the top in the country for shipment volume and has received numerous awards for technological innovation in the industry [3]. Group 3: Market Outlook - The market share of high-pressure cascade energy storage systems is expected to increase further, driven by the recent action plan issued by the Ministry of Industry and Information Technology and other departments [3].