长高电新科技股份公司 前次募集资金使用情况鉴证报告 CAC 专字[2025]1857 号 审计机构:中审华会计师事务所（特殊普通合伙） 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn） "进行查测 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn） "进行查测 " 目 录 目录 页码 1-2 一、鉴证报告 3-9 二、前次募集资金使用情况专项报告 三、审计机构营业执照及执业许可证复印件 长高电新科技股份公司 前次募集资金使用情况鉴证报告 CAC 专字[2025]1857 号 长高电新科技股份公司全体股东: 我们对后附的长高电新科技股份公司(以下简称长高电新)管理层编制的《长高电新 科技股份公司前次募集资金使用情况专项报告》执行了鉴证工作。 一、管理层的责任 长高电新管理层的责任是提供真实、合法、完整的相关资料,按照中国证监会《监管 规则适用指引――发行类第 7 号》、《上市公司监管指引第 2 号―上市公司募集资金管理 和使用的监管要求》等相关规定编制《前次募集资金使用情况报告》,并保证其内容真实、 准确、完整 ...

长高电新科技股份公司 前次募集资金使用情况专项报告 根据中国证券监督管理委员会发布的《上市公司证券发行管理办法》《监管 规则适用指引—发行类第 7 号》《上市公司监管指引第 2 号—上市公司募集资金 管理和使用的监管要求）》等相关规定，长高电新科技股份公司（以下简称"公司" 或"长高电新"）管理层编制了截至 2024 年 12 月 31 日的《公司前次募集资金使 用情况专项报告》。 一、前次募集资金的募集及存放情况 | 开户银行 | 银行账号 | 初始存放金额 | 2024 年 12 月 | 备注 | | --- | --- | --- | --- | --- | | | | | 31 日余额 | | | 中信银行长沙 红旗区支行 | 8111601011500530641 | 215,854,700.00 | 5,220,662.68 | | | 兴业银行长沙 | | | | | | 河西支行 | 368200100100223289 | 50,000,000.00 | - | 已销户 | | 招商银行长沙 | 731902271210566 | 100,078,212.72 | - | 已销户 | | 雷 ...

证券代码：002452 证券简称：长高电新 公告编号：2025- 关于增加金洲生产基地三期项目投资规模的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚假记载、 误导性陈述或者重大遗漏承担责任。 22 长高电新科技股份公司 长高电新科技股份公司（以下简称"公司"）于 2025 年 5 月 14 日召开第六 届董事会第二十次会议、第六届监事会第十七次会议，审议通过了《关于增加金 洲生产基地三期项目投资规模的议案》，同意公司将"金洲生产基地三期项目" 投资总额由 36,933.12 万元增加至 50,351.53 万元，其中非公开发行募集资金投入 总额为 6,289.02 万元，本次调整不改变非公开发行募集资金投入金额，不涉及项 目实施主体的变化，不涉及关联交易，亦不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。上述议案尚需提交股东大会审议通过。 一、募集资金基本情况 （一）实际募集资金金额、资金到账情况 根据中国证券监督管理委员会《关于核准湖南长高高压开关集团股份公司非 公开发行股票的批复》（证监许可〔2020〕2132 号），长高电新科技股份公司（公 司原名为湖南长高高压开 ...

证券代码：002452 证券简称：长高电新 公告编号：2025-23 长高电新科技股份公司 关于调整望城生产基地提质改扩建项目投资规模的公告 为有效控制项目投资规模，公司从节约成本和最大化实现产出的角度出发， 充分利用现有建筑结构，通过精细化调整和资源整合，最大限度降低改造成本， 经专业机构科学测算与综合评估，在确保工程质量和功能需求的前提下，对本项 目进行了科学合理的优化设计，投资规模从原来的 26,985.96 万元调整为 20,689.53 万元，建设期从 36 个月调整为 30 个月。 具体调整情况如下： 1 | | 调整前（万 | 比例 | 调整后（万元） | 比例 | | --- | --- | --- | --- | --- | | | 元） | | | | | 1、工程费用 | 18,914.73 | 91.74% | 19,204.43 | 92.82% | | 1.1 主体工程 | 13,212.96 | 64.08% | 7,144.76 | 34.53% | | 1.2 总图及公用配套工程 | 974.07 | 4.72% | 404.60 | 1.96% | | 1.3 设备购置及安 ...

若本次发行实际募集资金（扣除发行费用后）少于拟投入本次募集资金总额， 公司董事会将根据募集资金用途的重要性和紧迫性安排募集资金的具体使用，不 足部分将以自筹资金方式解决。 在本次募集资金到位前，公司将根据募集资金投资项目实施进度的实际情况 通过自筹资金方式先行投入，并在募集资金到位后按照相关法律、法规规定的程 序予以置换。在不改变本次募集资金投资项目的前提下，公司董事会可根据项目 实际需求，对上述项目的募集资金投入顺序和金额进行适当调整。 二、本次募集资金投资项目情况 （一）项目基本情况 长高电新科技股份公司 向不特定对象发行可转换公司债券募集资金使用 一、本次募集资金使用计划 可行性分析报告（二次修订稿） 长高电新科技股份公司（以下简称"公司"或"长高电新"）拟向不特定对 象发行可转换公司债券（以下简称"本次发行"）募集资金总额不超过 85,557.82 万元（含本数），募集资金拟用于以下项目： 1、长高电新金洲生产基地三期项目 单位：万元 序号 项目名称 项目总投资 募集资金使用金额 1 长高电新金洲生产基地三期 项目 50,351.53 44,062.51 2 长高电新望城生产基地提质 改扩建项目 20 ...

Core Viewpoint - Changgao Electric New has achieved significant success in securing contracts from the State Grid, with a total of approximately 4.43 billion yuan in projects won in 2024, indicating strong growth potential for the company [1][3][6]. Group 1: Contract Wins - On May 7, Changgao Electric New announced that its subsidiaries won a total of 235 million yuan in State Grid procurement projects, accounting for 13.35% of the company's audited consolidated revenue for 2024 [1][3]. - In March, the company reported winning contracts worth 208 million yuan from the State Grid, bringing the total for the year to approximately 443 million yuan [1][4]. - The contracts won are expected to positively impact the company's operating performance in 2025 [5]. Group 2: Financial Performance - In the first quarter of 2025, Changgao Electric New reported a revenue of 339 million yuan, a year-on-year increase of 33.57%, and a net profit of 33.45 million yuan, up 12.54% [10]. - The company achieved record high performance in 2024, with total revenue of 1.76 billion yuan, a growth of 17.86%, and a net profit of 252 million yuan, increasing by 45.66% [9][10]. - Research and development expenses for the first quarter of 2025 reached 43.21 million yuan, a significant increase of 189.47% year-on-year, representing 12.74% of revenue [2][10]. Group 3: R&D and Innovation - Changgao Electric New has a strong focus on research and development, with 89 invention patents and 331 utility model patents as of December 31, 2024 [9]. - The company invested 94 million yuan in R&D in 2024, which accounted for 5.34% of its revenue [9]. - The number of R&D personnel increased by 6.12% to 312 in 2024, reflecting the company's commitment to innovation [9]. Group 4: Market Position and Products - Changgao Electric New is one of the largest manufacturers of high-voltage isolating switches in China, covering voltage levels from 12kV to 1100kV [9]. - The company has maintained a leading market share in the State Grid construction projects, with its products being used in major national infrastructure projects [9]. - The company has expanded its product offerings in the power equipment manufacturing sector, focusing on transmission and distribution equipment [6].

Core Insights - The average salary of top executives in A-share power grid equipment companies was approximately 1.1 million yuan in 2023, with a wide range from 100,000 to 5.8 million yuan [1] - The chairman of Zhejiang Chint Electric, Nan Cunhui, topped the salary list with 5.7994 million yuan, reflecting a 7.5% increase compared to 2023, closely aligned with the company's net profit growth of 5.1% to 3.874 billion yuan [1][2] - Significant salary increases were noted, with 75 out of 132 companies reporting higher executive salaries, and 45 of these companies (60%) also saw net profit growth [2] Company Performance - Siyi Electric's chairman, Dong Zengping, experienced a salary increase of over 51%, moving from 3.298 million yuan to 4.984 million yuan, while the company reported a 24.1% increase in revenue to 15.46 billion yuan and a 31.4% increase in net profit to 2.05 billion yuan [2] - Yubang Electric's chairman saw a nearly fourfold salary increase to 3.09 million yuan, supported by a net profit increase of nearly twofold, attributed to increased state grid investments and a surge in smart electricity product tenders [3] - Companies like Baobian Electric, Shunma Electric, and others reported significant net profit growth, with increases of 146.8%, 96.2%, and 45.7% respectively, leading to salary increases for their executives [3][4] Industry Trends - The domestic power grid investment reached 608.3 billion yuan in 2024, marking a 15.3% increase, driven by the rapid development of new energy and infrastructure investments [3] - The demand for core power grid equipment is expected to remain stable due to ongoing infrastructure investments, with companies in the industry demonstrating strong profitability and resilience [3] - The performance of companies closely related to ultra-high voltage and distribution network construction has been notably strong, indicating a positive trend in the power grid equipment sector [4]

Group 1: Company Performance - Wens Foodstuff's April chicken sales revenue was 2.543 billion yuan, a year-on-year decrease of 5.01% [1] - Wens Foodstuff sold 10.381 million chickens in April, a year-on-year increase of 10.87% [1] - Wens Foodstuff's average chicken selling price was 11.24 yuan/kg, a year-on-year decrease of 14.91% [1] - Zhongtong Bus's April vehicle sales volume was 1,046 units, a year-on-year decrease of 4.04% [1][2] - Kemin Food's April pig sales revenue reached 70.9048 million yuan, a year-on-year increase of 16.04% [3] - Muyuan Foods sold 6.573 million pigs in April, a year-on-year increase of 51.80% [5] - Muyuan Foods' pig sales revenue was 12.595 billion yuan in April, a year-on-year increase of 53.42% [5] - Xiamen Airport's April passenger throughput was 2.3881 million, a year-on-year increase of 7.73% [24] - Daqin Railway's April cargo transport volume was 30.62 million tons, a year-on-year increase of 0.99% [26] - Shaanxi Coal's April coal production was 14.24 million tons, a year-on-year decrease of 1.78% [28] Group 2: Industry Overview - Wens Foodstuff operates in the agriculture, forestry, animal husbandry, and fishery industry, specifically in pig farming [1] - Zhongtong Bus operates in the automotive industry, focusing on commercial vehicles [2] - Kemin Food operates in the food and beverage industry, specifically in food processing [3] - Muyuan Foods is also in the agriculture, forestry, animal husbandry, and fishery industry, focusing on pig farming [5] - Xiamen Airport is part of the transportation industry, specifically in airport operations [24] - Daqin Railway operates in the coal industry, focusing on coal mining and transportation [26] - Shaanxi Coal is also in the coal industry, focusing on coal mining and related services [28]

本次中标公示媒体是国家电网有限公司电子商务平台，招标人是国家电网有限 公司，详细内容请查看国家电网有限公司电子商务平台。 二、中标对公司的影响和本次中标的意义 本次四个子公司上述中标金额合计人民币 23,498.55 万元，占公司 2024 年经审 计合并营业收入的 13.35%。签署正式合同后，其合同的履行预计将对公司 2025 年的 经营业绩产生积极影响，且不影响公司的独立性。 三、中标风险提示 证券代码：002452 证券简称：长高电新 公告编号：2025-19 长高电新科技股份公司 关于子公司在国家电网中标的公告 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 5 月 7 日，国家电网有限公司电子商务平台（https://ecp.sgcc.com.cn）发 布了《国家电网有限公司 2025 年第二十三批采购（输变电项目第二次变电设备（含 电缆）招标采购）中标公告》《国家电网有限公司 2025 年第二十四批采购（输变电 项目第二次变电设备单一来源采购）成交公告》。长高电新科技股份公司（以下简称 "公司"）100%纳入合并报表范围内的子公司湖 ...

Core Viewpoint - Changgao Electric New Technology Co., Ltd. has won multiple bids from the State Grid Corporation of China, which is expected to positively impact the company's performance in 2025 [1] Group 1: Bidding Details - The State Grid Corporation of China announced the results of its 23rd and 24th procurement batches for 2025, which included bids for substation equipment [1] - Changgao Electric's subsidiaries, including Hunan Changgao Electric Co., Ltd., Hunan Changgao High Voltage Switch Co., Ltd., Hunan Changgao Senyuan Power Equipment Co., Ltd., and Hunan Changgao Complete Electrical Equipment Co., Ltd., won bids in three product categories: combined electrical appliances, isolating switches, and switchgear [1] Group 2: Financial Impact - The total amount of the bids won by Changgao Electric is 235 million yuan, which accounts for 13.35% of the company's audited consolidated revenue for 2024 [1] - The signing of formal contracts is anticipated to have a positive effect on the company's operating performance in 2025 [1]