关于四川川润股份有限公司部分募投项目延期的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为四川川润股份有限公司（以下简称"川润股份"或"公司"）2023 年度以简易 程序向特定对象发行股票的保荐人，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所股票上市规则》《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》《上市公司募集资金监管规则》《深圳证券交易所上 市公司自律监管指引第 13 号——保荐业务》等相关规定，对川润股份本次部分 募投项目延期事项进行了审慎核查，具体情况如下： 一、募集资金的基本情况 根据中国证券监督管理委员会《关于同意四川川润股份有限公司向特定对象 发行股票注册的批复》（证监许可〔2024〕232 号），公司于 2024 年 2 月完成向 特定对象发行人民币普通股股票 50,166,300 股，发行价格为 5.10 元/股，募集资 金总额为人民币 255,848,130.00 元，扣除各项发行费用人民币 4,787,735.85 元（不 含增值税）后，实际募集资金净额为人民币 251,060,394.15 元。上述募集资金到 位情 ...

从资金流向上来看，当日通用设备板块主力资金净流出9.46亿元，游资资金净流出5.99亿元，散户资金净 流入15.45亿元。通用设备板块个股资金流向见下表： 证券之星消息，12月29日通用设备板块较上一交易日上涨0.78%，昊志机电领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300503 | 吴志机电 | 53.80 | 15.15% | 75.94万 | | 38.03亿 | | 002272 | 川润股份 | 17.88 | 10.03% | 55.29万 | | 2668.6 | | 603667 | 五洲新春 | 57.84 | 10.00% | 47.89万 | | 26.80亿 | | 603278 | 大业股份 | 14.08 | 10.00% | 25.65万 | | 3.49亿 | | 002347 | 泰尔股份 | 10.23 ...

Group 1 - The A-share market saw a collective surge in military stocks on December 29, with companies like Hengda Gaoxin, Zhongchao Holdings, Haige Communication, Chuanrun Co., Shenjian Co., and Tailong Co. hitting the daily limit, while Aerospace Development rose over 8% and Aerospace Hanyu increased nearly 8% [1] - The Eastern Theater Command of the People's Liberation Army announced the commencement of military exercises named "Mission of Justice-2025" starting December 29, involving joint operations by army, navy, air force, and rocket forces in various regions around Taiwan, aimed at testing combat readiness and capabilities [1] - The exercises serve as a serious warning to "Taiwan independence" separatist forces and external interference, emphasizing the necessity of safeguarding national sovereignty and unity [1] Group 2 - Notable stock performance includes: - Guangwei Composite up 11.96% with a market cap of 32.5 billion and a year-to-date increase of 14.51% - Hengda Gaoxin up 10.07% with a market cap of 2.462 billion and a year-to-date increase of 66.67% - Zhongchao Holdings up 10.06% with a market cap of 9.431 billion and a year-to-date increase of 152.38% - Haige Communication up 10.04% with a market cap of 38.1 billion and a year-to-date increase of 40.46% - Chuanrun Co. up 10.03% with a market cap of 8.67 billion and a year-to-date increase of 81.52% - Shenjian Co. up 10.02% with a market cap of 13.8 billion and a year-to-date increase of 167.97% - Tailong Co. up 10.00% with a market cap of 5.163 billion and a year-to-date increase of 52.20% [2]

Group 1 - The core viewpoint of the news is that the military exercises conducted by the Eastern Theater Command of the People's Liberation Army have led to a significant rally in the A-share market, particularly in the defense sector stocks [1] - The military exercise named "Mission of Justice-2025" commenced on December 29, involving various military branches including the army, navy, air force, and rocket force, focusing on combat readiness and joint operations [1] - The exercise serves as a serious warning to "Taiwan independence" forces and external interference, emphasizing the necessity of safeguarding national sovereignty and unity [1] Group 2 - Several defense-related stocks experienced notable gains, with companies like Hengda Gaoxin, Zhongchao Holdings, Haige Communication, Chuanrun Co., and others hitting the daily limit up [2] - Specific stock performance includes Hengda Gaoxin rising by 10.07% with a market cap of 2.462 billion, and Zhongchao Holdings increasing by 10.06% with a market cap of 9.431 billion [2] - The overall trend indicates a strong performance in the defense sector, with many stocks showing significant year-to-date increases, such as Shenjian Co. with a 167.97% increase [2]

Core Insights - The boiler manufacturing industry in China is transitioning towards energy efficiency, environmental protection, and user-friendliness, as highlighted in the "13th Five-Year Plan" which emphasizes energy-saving actions across various sectors [1] Policy Overview - The Chinese government has introduced several key policies aimed at enhancing the safety and efficiency of boiler manufacturing, including the "Boiler Safety Improvement Action Plan" set for implementation by April 2025, which targets the elimination of safety hazards in small boilers [3] - The "2024-2025 Energy Saving and Carbon Reduction Action Plan" mandates specific energy-saving and carbon reduction targets for key industries, promoting the adoption of high-efficiency boiler technologies [3] - The "Guidelines for Accelerating the Construction of Waste Resource Utilization Systems" encourage the utilization of industrial waste heat and resources, further supporting the boiler industry's transition to greener practices [3] Industry Development Goals - The industry aims to continuously improve the energy efficiency of equipment systems, focusing on the application of high-efficiency energy equipment and the renovation of existing energy-consuming devices [15] - There is a push for the development of integrated services for high-efficiency and energy-saving boilers, including design, production, installation, and operation [15] - The promotion of low-carbon transformation in industrial energy use is emphasized, particularly in sectors such as copper, iron, petrochemicals, and building materials, advocating for the use of electric heating technologies [15] Provincial Policies - Various provinces are implementing their own policies to support the boiler manufacturing industry, such as Beijing's initiative to enhance the efficiency of gas boilers and promote electric heating systems [16] - In Hebei, a plan has been established to encourage the replacement of old equipment with energy-efficient models, aligning with national energy-saving goals [16] - Inner Mongolia's policy aims for over 80% of steel production capacity to achieve ultra-low emissions by 2025, which includes the comprehensive implementation of low-emission standards for coal-fired boilers [16]

Group 1 - The core viewpoint of the news is that Sichuan Chuanrun Co., Ltd. has shown significant stock performance, with a year-to-date increase of 64.26% and a recent rise of 15.65% over the last five trading days [1] - As of December 20, 2023, the company reported a revenue of 1.262 billion yuan for the period from January to September 2023, reflecting a year-on-year growth of 5.11% [2] - The company has a diverse revenue structure, with 60.35% from new energy fluid systems, 25.83% from clean energy equipment and solutions, and smaller contributions from other segments [2] Group 2 - The stock price of Chuanrun Co. reached 16.18 yuan per share, with a market capitalization of 7.845 billion yuan [1] - The company has been active in the stock market, appearing on the "龙虎榜" (Dragon and Tiger List) 24 times this year, with the latest appearance on September 23, 2023 [1] - Chuanrun Co. has distributed a total of 130 million yuan in dividends since its A-share listing, with 24.24 million yuan distributed in the last three years [3]

Core Viewpoint - The company provides integrated solutions for "AI liquid cooling + green energy" tailored to the needs of data/power centers, aiming to reduce energy costs and improve efficiency [1] Group 1: Company Solutions - The company offers customized liquid cooling solutions based on the actual configuration and consumption needs of data centers, including design, complete system, construction implementation, and intelligent operation and maintenance [1] - The company's energy management solution, which integrates source, network, load, and storage, helps clients create green computing centers while significantly reducing electricity costs [1] Group 2: Cost Efficiency - Electricity costs account for over 50% of the total cost of ownership (CPEX) for data centers, highlighting the importance of the company's solutions in managing these expenses [1] - The company's solutions aim to effectively lower the Power Usage Effectiveness (PUE) value, thereby creating more value for clients [1]

Group 1 - The core viewpoint of the article is that Chuanrun Co., Ltd. is successfully advancing its liquid cooling business and is currently able to meet existing order demands [2] - The company emphasizes its market-oriented approach, dynamically adjusting production capacity based on strategic planning, operational plans, and customer demand [2] - Investors are encouraged to monitor the company's announcements in designated information disclosure media for updates on collaboration with clients [2]

证券日报网讯 12月24日，川润股份在互动平台回答投资者提问时表示，截至2025年12月20日公司股东 户数为113629户。 （文章来源：证券日报） ...

Market Overview - As of December 24, the Shanghai Composite Index closed at 3940.95 points, up by 20.97 points, representing a 0.53% increase [1] - The Shenzhen Component Index closed at 13486.42 points, up by 117.43 points, with a 0.88% increase [1] - The ChiNext Index closed at 3229.58 points, up by 24.57 points, reflecting a 0.77% increase [1] Stock Performance - A total of 89 A-shares had a turnover rate exceeding 20%, with six stocks, including C Jianxin and C Nabai Chuan, having turnover rates above 50% [1] - C Jianxin (688805) had a closing price of 58.12 yuan and a turnover rate of 77.25%, with a significant increase of 212.81% [1] - C Nabai Chuan (301667) closed at 82.73 yuan, with a turnover rate of 67.98%, but experienced a decline of 28.06% [1] - C Xihua (603248) closed at 26.01 yuan, with a turnover rate of 57.63%, and a decrease of 29.34% [1] - C Tiansu (301449) closed at 75.83 yuan, with a turnover rate of 54.69%, down by 24.93% [1] - Other notable stocks include C Youxun (688807) with a closing price of 231.60 yuan and a turnover rate of 50.23%, up by 14.03% [1] Additional Notable Stocks - Huazhong Cable (001208) closed at 21.05 yuan with a turnover rate of 49.18%, up by 6.10% [1] - Guangdao Tui (920680) closed at 1.32 yuan, with a turnover rate of 46.41%, and an increase of 29.41% [1] - Tongyu Communication (002792) closed at 34.71 yuan, with a turnover rate of 42.86%, up by 6.31% [1] - Shennong Agriculture (300189) closed at 7.90 yuan, with a turnover rate of 41.35%, up by 1.41% [1]