Core Viewpoint - Guangdong Guanghua Chuangyuan New Materials Co., Ltd. has been established, focusing on rare earth functional materials and related services, fully owned by Guanghua Technology [1] Company Summary - The newly established company has a registered capital of 10 million yuan [1] - Its business scope includes sales of experimental analysis instruments, resource recycling service technology consulting, and sales of rare earth functional materials [1]

Group 1 - Guangdong Guanghua Chuangyuan New Materials Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company's business scope includes sales of experimental analysis instruments, resource recycling service technology consulting, and sales of rare earth functional materials [1] - Guanghua Technology holds 100% ownership of the newly established company [1]

Group 1 - The A-share market saw a collective decline in PCB concept stocks, with notable drops including Dazhu CNC down 9%, Helitai down over 8%, and Aikou Optoelectronics and Chongda Technology down over 7% [1][2] - Specific stock performances included Dazhu CNC with a market cap of 44.3 billion and a year-to-date increase of 190.60%, while Helitai had a market cap of 24.9 billion and a year-to-date increase of 39.33% [2] - Other companies such as Huaguan Technology, Zhixin Precision, and Honghe Technology experienced declines of over 6%, with market caps ranging from 25.84 billion to 331 billion [2]

Group 1 - The A-share market saw a collective decline in PCB concept stocks, with notable drops in several companies [1] - Dazhu CNC experienced a decline of 9.09%, while Helitai fell by 8.77% [2] - Other companies such as Aikemi, Chongda Technology, and Guanghua Technology also reported significant decreases, with drops exceeding 7% [1][2] Group 2 - The total market capitalization of Dazhu CNC is 44.3 billion, and it has increased by 190.60% year-to-date [2] - Helitai's market capitalization stands at 24.9 billion, with a year-to-date increase of 39.33% [2] - Aikemi's market capitalization is approximately 48.13 billion, showing a year-to-date increase of 103.98% [2]

Core Viewpoint - Guanghua Technology (SZ 002741) announced the convening of its sixth second board meeting on September 19, 2025, to discuss the proposal for the continued cash management of temporarily idle raised funds [1] Company Summary - Guanghua Technology's revenue composition for the first half of 2025 is entirely from the electronics industry, with a 100.0% share [1] - As of the report, Guanghua Technology has a market capitalization of 10.5 billion yuan [1]

东方证券股份有限公司 关于广东光华科技股份有限公司 使用暂时闲置募集资金继续进行现金管理的核查意见 东方证券股份有限公司（以下简称"东方证券"或"保荐人"）作为广东光 华科技股份有限公司（以下简称"光华科技"或"公司"）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》《上市公司募集资金监管规 则》《深圳证券交易所股票上市规则》及《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》等相关法律、法规和规范性文件的规定，对 光华科技使用暂时闲置募集资金继续进行现金管理事项进行了审慎核查，具体情况 如下： 一、本次募集资金的基本情况 经中国证券监督管理委员会《关于同意广东光华科技股份有限公司向特定 对象发行股票注册的批复》（证监许可〔2023〕2502号）同意注册，公司向特 定对象发行人民币普通股（A 股）65,543,067股，发行价格为10.68元/股，本次发 行的募集资金总额为人民币699,999,955.56元，扣除各项发行费用（不含增值税） 人民币11,116,172.14 元，募集资金净额为人民币688,883,783.42元。上述募集资 金已全部到位，众华会计师事务所 ...

证券代码：002741 证券简称：光华科技 公告编号：2025-043 关于使用暂时闲置募集资金继续进行现金管理的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记 载、误导性陈述或重大遗漏。 广东光华科技股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日召 开第六届董事会第二次会议，会议审议通过了《关于使用暂时闲置募集资金继续 进行现金管理的议案》，同意公司根据募投项目的建设进度及实际资金安排，在 确保不影响募集资金投资计划正常使用的情况下，用不超过 5 亿元人民币的闲 置募集资金继续进行现金管理，上述额度内资金可滚动使用。本事项不涉及关联 交易，投资期限自公司董事会审议通过之日起 12 个月内有效。 一、募集资金基本情况 广东光华科技股份有限公司 经中国证券监督管理委员会《关于同意广东光华科技股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2023〕2502 号）同意注册，公司向特定对 象发行人民币普通股（A 股）65,543,067 股，发行价格为每股人民币 10.68 元， 募集资金总额为 699,999,955.56 元，减除不含税发行费用 11,116, ...

经出席会议的董事审议及表决，审议通过如下决议： 一、审议通过《关于使用暂时闲置募集资金继续进行现金管理的议案》 为提高公司资金使用效率，合理利用闲置募集资金，在不影响公司主营业务 的正常开展，不影响募集资金投资项目建设，不损害公司及全体股东利益的前提 下，董事会同意公司使用不超过人民币 5 亿元的暂时闲置募集资金继续进行现金 管理。上述额度自公司董事会审议通过之日起 12 个月内有效，在前述额度和期 限范围内可循环滚动使用，且单个产品的投资期限不超过 12 个月。 详见刊登在巨潮资讯网（www.cninfo.com.cn）的《关于使用暂时闲置募集 资金继续进行现金管理的公告》。 表决结果：同意 9 票，反对 0 票，弃权 0 票 证券代码：002741 证券简称：光华科技 公告编号：2025-042 广东光华科技股份有限公司 第六届董事会第二次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记 载、误导性陈述或重大遗漏。 广东光华科技股份有限公司（以下简称"公司"）第六届董事会第二次会议 于 2025 年 9 月 19 日在公司会议室以现场和通讯相结合的方式召开，会议通知于 202 ...

Core Viewpoint - The company is currently in the sample testing and optimization phase for its solid-state battery materials products, and it has not yet confirmed whether its lithium sulfide shipment has reached the ten-ton level [2]. Group 1 - Investors inquired about the company's lithium sulfide shipment volume [2] - The company responded that its solid-state battery materials are still undergoing sample testing and optimization [2]

Group 1 - The core point of the article is that Guanghua Technology (002741.SZ) is currently in the sample testing and optimization phase for its solid-state battery materials products [1] Group 2 - The company has communicated its current status on an interactive platform, indicating progress in product development [1]