东方证券股份有限公司 关于广东光华科技股份有限公司 增加募投项目实施主体的核查意见 东方证券股份有限公司（以下简称"东方证券"或"保荐机构"）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 保荐机构，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 光华科技增加募投项目实施主体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（特殊普通合伙）对公司本次发行 ...

证券代码：002741 证券简称：光华科技 公告编号：2025-045 广东光华科技股份有限公司 关于增加募投项目实施主体的公告 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。 一、募集资金基本情况 根据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），公司向特定对象发行 人民币普通股（A 股）65,543,067 股，发行价格为人民币 10.68 元/股，募集资 金总额为人民币 699,999,955.56 元，扣除保荐承销费用、律师费用、审计验资 费及发行手续费共 11,116,172.14 元（不含税）后，募集资金净额为人民币 688,883,783.42 元。众华会计师事务所（特殊普通合伙）已就公司本次向特定 对象发行股票募集资金的到位情况出具了《验资报告》（众会字[2024]第 10629 号）。募集资金到账后，公司已对募集资金进行了专户存储管理，公司与保荐机 构、存放募集资金的商业银行签订了《募集资金专户存储三方监管协议》。 二、募集资金投资项目基本情况 公司已于 2025 年 ...

Market Overview - The electronic chemicals sector experienced a decline of 1.94% on October 10, with Guanghua Technology leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Guangxin Materials: closed at 27.01, up 4.73% with a trading volume of 243,400 shares and a turnover of 644 million [1] - Siquan New Materials: closed at 246.87, up 3.44% with a trading volume of 52,200 shares and a turnover of 1.287 billion [1] - Huate Gas: closed at 68.59, up 3.24% with a trading volume of 70,700 shares and a turnover of 473 million [1] - Conversely, Guanghua Technology saw a significant decline of 7.23%, closing at 21.30 with a trading volume of 333,900 shares and a turnover of 725 million [2] Capital Flow - The electronic chemicals sector saw a net outflow of 1.251 billion from institutional investors, while retail investors contributed a net inflow of 744 million [2][3] - The capital flow for specific stocks indicated: - Siquan New Materials had a net inflow of 108 million from institutional investors but faced outflows from retail investors totaling 859.83 million [3] - Zhongshi Technology experienced a net inflow of 79.81 million from institutional investors, while retail investors had a net outflow of 111 million [3] - Guangxin Materials also saw a net inflow of 64.05 million from institutional investors, with retail investors withdrawing 52.70 million [3]

每经AI快讯，有投资者在投资者互动平台提问：贵公司制备的硫化锂技术，在行业是独一无二吗？ 光华科技（002741.SZ）10月10日在投资者互动平台表示，公司硫化锂产品生产工艺简单，有效减少了 杂质的引入和产物的分解，使得产品的纯度得以大幅提升，能够满足电池级硫化锂的要求。目前已申请 发明专利。 （记者 王晓波） ...

Core Insights - The electronic chemicals sector experienced a rise of 1.36% on October 9, with Debang Technology leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance Summary - Debang Technology (688035) closed at 61.74, with a significant increase of 11.95%, and a trading volume of 123,300 shares, resulting in a transaction value of 745 million [1] - Guoci Materials (300285) also saw a notable rise of 11.56%, closing at 24.90, with a trading volume of 484,500 shares and a transaction value of 1.155 billion [1] - Other notable performers included Jin Hong Gas (688106) with an 8.20% increase, closing at 21.38, and Zhongju Chip (688549) with a 4.74% increase, closing at 10.39 [1] Fund Flow Analysis - The electronic chemicals sector saw a net outflow of 643 million from main funds, while retail investors contributed a net inflow of 367 million [2] - Speculative funds recorded a net inflow of 276 million into the sector [2]

Core Viewpoint - Guanghua Technology (002741) stated on September 30 that specialized chemicals are generally non-standard products, and the company will customize them according to customer requirements [1] Group 1 - The company specializes in customized specialized chemicals [1] - The nature of specialized chemicals is non-standard, indicating a tailored approach to production [1]

Group 1 - The company has invested 1 billion yuan in a solid-state battery project in Dazhou, which is currently under development [2] - The project aims to produce high-performance lithium battery materials with an annual output of 100,000 tons [2] - The main products to be produced include lithium iron phosphate and lithium carbonate [2]

格隆汇9月30日丨光华科技(002741.SZ)在投资者互动平台表示，公司高纯化学品硫化锂已送样客户检 测，目前处于优化阶段。公司专用化学品制造不同于大宗化学原材料制造，由于客户需求的不同导致其 生产模式与大宗化学原料制造有明显的区别。不同客户对专用化学品质量、性能指标往往有不同的要 求。特别是高端产品由于终端领域的特殊功能及可靠性的需要，对于化学品的杂质含量、晶体晶型、电 性能等方面经常有针对性的要求。因而专用化品一般属于非标准产品，需要根据客户的要求进行定制。 目前已申请发明专利。公司将根据市场需求布局产能 ...

Market Overview - The electronic chemicals sector increased by 0.96% on September 29, with Guangxin Materials leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Performers - Guangxin Materials (300537) closed at 24.92, up 6.04% with a trading volume of 150,400 shares and a transaction value of 372 million yuan [1] - Guanggang Gas (688548) closed at 12.36, up 4.66% with a trading volume of 396,800 shares and a transaction value of 490 million yuan [1] - Anji Technology (610889) closed at 232.35, up 4.14% with a trading volume of 59,100 shares and a transaction value of 1.327 billion yuan [1] Underperformers - Tongyu New Materials (301630) closed at 203.43, down 2.74% with a trading volume of 13,600 shares and a transaction value of 280 million yuan [2] - Glinda (603931) closed at 29.05, down 2.19% with a trading volume of 56,900 shares and a transaction value of 166 million yuan [2] - Xilong Science (002584) closed at 9.11, down 2.15% with a trading volume of 531,500 shares and a transaction value of 488 million yuan [2] Capital Flow - The electronic chemicals sector experienced a net outflow of 635 million yuan from institutional investors, while retail investors saw a net inflow of 623 million yuan [2][3] - Speculative funds had a net inflow of 11.18 million yuan [2][3] Individual Stock Capital Flow - Anji Technology (61088888) had a net inflow of 75.64 million yuan from institutional investors, while it faced a net outflow of 69.91 million yuan from speculative funds [3] - Guangxin Materials (300537) saw a net inflow of 26.88 million yuan from institutional investors, with a net outflow of 17.48 million yuan from speculative funds [3] - Light Optoelectronics (688150) had a net inflow of 8.39 million yuan from institutional investors, with a net outflow of 5.21 million yuan from speculative funds [3]

Core Viewpoint - The company confirmed its lithium sulfide purity and production capacity in response to investor inquiries [2] Group 1 - The company's lithium sulfide purity is stated to be 99.999% [2] - The production cost per ton is approximately 200,000 [2] - Current production capacity is reported to be 300 tons [2]