Group 1: Stock Performance and Risks - *ST Guandao (839680) experienced a significant price increase, with a cumulative rise of over 250% in six days, reaching a peak price of 9.42 yuan and a daily increase of 29.66% on July 16 [1][3] - The stock is classified as a high-risk delisting stock due to previous financial fraud revelations, with warnings issued about the potential for mandatory delisting [3] Group 2: Regulatory Actions - On July 15, the Beijing Stock Exchange imposed self-regulatory measures on two accounts involved in trading *ST Guandao, restricting their trading activities for one month due to abnormal trading behaviors that misled other investors [3] Group 3: Charging Industry Developments - The Ministry of Industry and Information Technology is soliciting opinions on the revision of the "Mobile Power Safety Technical Specifications," which will establish stricter technical standards for mobile power sources, including power banks [8][9] - The domestic power bank market is projected to reach approximately 10.46 billion USD (about 74.7 billion yuan) by July 2025, accounting for over 30% of the global market [9] Group 4: Company Performance in Charging Sector - Anker Innovations (300866) is expected to achieve revenue of 12.667 billion yuan in its charging and energy storage business in 2024, representing a year-on-year growth of 47.23% [10] - Ugreen Technology (301606) reported that charging-related products accounted for 38.08% of its total revenue in 2024 [10] - Companies like Anker Innovations and Ugreen Technology have shown strong stock performance, with year-to-date increases exceeding 26% [11]

证券代码：002993 证券简称：奥海科技 公告编号：2025-033 东莞市奥海科技股份有限公司 关于 2023 年员工持股计划第二个锁定期届满的提示性公告 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。 东莞市奥海科技股份有限公司（以下简称"公司"）于 2023 年 5 月 22 日召开 的第二届董事会第二十次会议和第二届监事会第十八次会议，并于 2023 年 6 月 8 日召开的 2023 年第一次临时股东大会分别审议通过了《关于公司<2023 年员工 持股计划（草案）>及其摘要的议案》《关于公司<2023 年员工持股计划管理办 法>的议案》《关于提请股东大会授权董事会办理公司 2023 年员工持股计划相关 事宜的议案》等相关议案，同意公司实施 2023 年员工持股计划（以下简称"本员 工持股计划"）同时股东大会授权董事会办理与本员工持股计划相关的事宜。具 体内容详见公司在指定信息披露媒体《中国证券报》《证券时报》《上海证券报》 《证券日报》和巨潮资讯网(http://www.cninfo.com.cn)披露的相关公告。 根据《关于上市公司实施员工持股计 ...

整，没有虚假记载、误导性陈述或重大遗漏。 东莞市奥海科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召开 第三届董事会第七次会议审议通过了《关于回购公司股份方案暨取得股票回购专 项贷款承诺函的议案》，并于 2025 年 4 月 30 日在《证券时报》《中国证券报》 《上海证券报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）上披露了《回 购报告书》（公告编号：2025-024）。 公司计划以自有资金或自筹资金回购公司部分人民币普通股（A 股）股份， 回购资金总额不低于人民币 4000 万元（含），不高于人民币 8000 万元（含）； 本次回购股份的价格不超过 59 元/股（含）；回购股份的期限为自董事会审议通 过回购股份方案之日起 12 个月内，公司在回购股份的期限内根据市场情况择机 做出回购决策并予以实施。本次回购的用途为员工持股计划或者股权激励。 根据《回购报告书》，公司在回购股份期间实施了 2024 年年度权益分派[详 见公司于 2025 年 5 月 23 日披露的《2024 年年度权益分派实施公告》（公告编 号：2025-028）]，应自股价除权除息之日起按规定相 ...

Summary of Aohai Technology Conference Call Company Overview - Aohai Technology is a leading global manufacturer of mobile phone chargers, with a market share of 17% in 2023 and approximately 25% in non-Samsung Android phones [2][6][10] - The company has diversified its business into IoT charging, new energy vehicles, and digital energy, while actively expanding into PCs and servers [2][6] Strategic Focus - Aohai Technology implements the "133 Strategy," focusing on energy exchange, efficient charging and storage, and centralized supply [2][8] - The company is expanding production in Vietnam and India to mitigate tariff risks and achieve global capacity [2][7] Financial Performance - The company has a stable shareholding structure, with the controlling shareholders holding over 50% of the shares [2][10] - From 2019 to 2024, the compound annual growth rate (CAGR) for revenue is projected at 23%, and for net profit at 16% [2][10] - Revenue for 2024 is expected to reach 6.4 billion yuan, with a net profit of 465 million yuan, driven by downstream demand and new customer acquisition [2][10] Revenue Breakdown - In 2024, the revenue breakdown is as follows: - Android mobile charging: approximately 3.5 billion yuan - New energy vehicle electronics: around 550 million yuan - IoT business: about 800 million yuan - PC business: around 100 million yuan - Automotive products: approximately 550 million yuan - Server power supplies: less than 400 million yuan [2][12][13] Market Outlook - The mobile charger market is expected to grow from 15 billion to 30 billion yuan, with stable growth anticipated across all business segments [2][14] - IoT business is projected to grow over 40% [2][14] - The company expects to maintain stable growth in 2025, with significant contributions from new customers and product categories [2][14] Key Business Segments - **Mobile Charging**: The company has a concentrated customer base, primarily mobile phone brands, with a significant increase in high-power chargers [15][16] - **IoT Products**: The demand for IoT products is expected to rise due to the implementation of standardized charging interfaces and new wireless charging technologies [17] - **New Energy Vehicles**: Revenue from this segment is expected to reach around 800 million yuan in 2025, with a focus on electric control systems [20][21] - **Server Power Supplies**: The company covers a wide power range, with rapid growth in the AI server market [22] Future Development - Aohai Technology's long-term growth potential is supported by customer expansion and product diversification [24] - The company is well-positioned for future growth, with a low valuation compared to peers, making it an attractive investment opportunity [24][25]

证券代码：002993 证券简称：奥海科技 公告编号：2025-031 东莞市奥海科技股份有限公司 购进展情况。现公司将截至上月末的回购进展情况公告如下： 一、回购股份的进展情况 截至 2025 年 5 月 31 日，公司累计通过回购专用证券账户以集中竞价交易方 式回购股份数量为 269,900 股，占公司目前总股本的 0.1%，最高成交价为 37.4 元/股，最低成交价为36.77元/股，成交总金额为9,998,909元（不含交易费用）。 本次回购符合相关法律、法规、规范性文件及公司股份回购方案的规定。 关于回购公司股份进展公告 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。 东莞市奥海科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召 开第三届董事会第七次会议审议通过了《关于回购公司股份方案暨取得股票回购 专项贷款承诺函的议案》，并于 2025 年 4 月 30 日在《证券时报》《中国证券报》 《上海证券报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）上披露了《回 购报告书》（公告编号：2025-024）。 公司计划 ...

Financial News - In the first four months of 2023, Dongguan's major projects completed an investment of 42.909 billion yuan, representing a year-on-year increase of 6%, with progress 1.9 percentage points faster than the same period last year [1] - A total of 71 new major projects were started, and 14 major projects were completed and put into operation during this period [1] Company Dynamics - Changlian Technology announced an adjustment to its fundraising project, increasing its annual production capacity to 27,700 tons for environmentally friendly water-based printing paste, with a total investment of 208 million yuan [2] - The company reported a revenue of 136 million yuan and a net profit of 16.25 million yuan for Q1 2025 [3] - Mousse Health Sleep Co., Ltd. announced that its 2024 employee stock ownership plan's first unlocking period did not meet performance targets, resulting in a deferral of rights to the next period [5][6] - TuoSiDa announced an extension of the implementation deadline for its intelligent manufacturing project to December 31, 2025, with a cumulative investment of 23.2 million yuan as of May 23, 2025 [7] - TuoSiDa reported a revenue of 362 million yuan and a net profit of 3.85 million yuan for Q1 2025 [8] - Aohai Technology conducted its first share buyback, repurchasing 150,000 shares at a total cost of approximately 5.5623 million yuan [9] - Aohai Technology reported a revenue of 1.442 billion yuan and a net profit of 125 million yuan for Q1 2025 [10] Industry Developments - Guangdong's first commercial sodium-ion energy storage power station project officially commenced operations, marking a significant step in the application of sodium battery storage technology [4]

证券代码：002993 证券简称：奥海科技 公告编号：2025-030 东莞市奥海科技股份有限公司 关于首次回购公司股份的公告 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。 东莞市奥海科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召 开第三届董事会第七次会议审议通过了《关于回购公司股份方案暨取得股票回购 专项贷款承诺函的议案》，并于 2025 年 4 月 30 日在《证券时报》《中国证券报》 《上海证券报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）上披露《回 购报告书》（公告编号：2025-024）。 一、首次回购股份的具体情况 2025 年 5 月 29 日，公司首次以集中竞价交易方式实施了回购股份，回购股 份数量 150,000 股，约占公司目前总股本的 0.05%，最高成交价为 37.4 元/股， 最低成交价为36.85元/股，成交总金额为人民币556.2306万元（不含交易费用）。 本次回购的实施符合公司股份回购方案及相关法律法规的要求。 二、其他说明 公司计划以自有资金或自筹资金回购公司部分人民币普通股（ ...

Core Viewpoint - Aohai Technology (002993) has experienced a decline in stock price, closing at 37.55 yuan as of May 23, 2025, down 2.26% from the previous week, with a total market capitalization of 10.365 billion yuan [1] Group 1: Stock Performance - As of May 23, 2025, Aohai Technology's stock reached a high of 39.3 yuan and a low of 37.41 yuan during the week [1] - The company ranks 25th out of 87 in the consumer electronics sector and 1490th out of 5148 in the A-share market by market capitalization [1] Group 2: Shareholder Changes - As of May 20, 2025, the number of shareholders decreased to 22,000, a reduction of 1,361 shareholders or 5.83% since April 30 [2][5] - The average number of shares held per shareholder increased from 11,800 to 12,600, with an average holding value of 488,200 yuan [2] Group 3: Dividend Announcement - Aohai Technology announced a profit distribution plan for 2024, proposing a cash dividend of 9 yuan per 10 shares, totaling 246,140,316 yuan [3] - The ex-dividend date is set for May 29, 2025, with the adjusted ex-dividend price calculated at 8.916835 yuan per share [3] Group 4: Share Buyback Plan - The company adjusted the maximum buyback price from 59 yuan to 58.11 yuan per share, effective May 29, 2025 [4] - Aohai Technology plans to repurchase shares with a total amount between 40 million and 80 million yuan, aiming to buy back approximately 688,350 to 1,376,699 shares, representing 0.25% to 0.50% of total shares [4]

证券代码：002993 证券简称：奥海科技 公告编号：2025-029 东莞市奥海科技股份有限公司 关于 2024 年年度权益分派实施后调整回购价格上限的公告 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。 特别提示： 东莞市奥海科技股份有限公司（以下简称"公司"）在回购股份期间实施了 2024 年年度权益分派，根据《回购报告书》，如公司在回购股份期内实施了资 本公积转增股本、配股、现金分红及其他除权除息事项，自股价除权除息之日起， 按照中国证监会和深圳证券交易所的相关规定相应调整回购股份价格上限。现回 购股份价格上限调整如下： （1）调整前回购股份价格上限：59 元/股； （2）调整后回购股份价格上限：58.11 元/股； 购股份的价格不超过人民币 59 元/股；回购股份的期限为自董事会审议通过回购 股份方案之日起 12 个月内，公司在回购股份的期限内根据市场情况择机做出回 购决策并予以实施。本次回购的用途为员工持股计划或者股权激励。 二、调整股份回购价格上限的原因 公司于 2025 年 5 月 13 日召开 2024 年年度股东大会审议通过了《关于 202 ...

东莞市奥海科技股份有限公司 2024 年年度权益分派实施公告 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。 特别提示： 1、东莞市奥海科技股份有限公司（以下简称"公司"）通过回购专用证券 账户持有的公司股份 2,550,760 股不享有利润分配权利。 证券代码：002993 证券简称：奥海科技 公告编号：2025-028 2、公司 2024 年年度利润分配方案为：以公司现有总股本 276,040,000 股剔 除已回购股份 2,550,760 股后的 273,489,240 股为基数，向全体股东每 10 股派 发现金股利人民币 9 元（含税），合计派发现金人民币 246,140,316 元，剩余利 润作为未分配利润留存。不送红股，不以资本公积金转增股本。 3、本次权益分派实施后除权除息价格计算时，每 10 股现金红利应以 8.916835 元计算。（每 10 股现金股利=实际派发现金股利总额÷总股本（含回 购股份）×10=246,140,316 元÷276,040,000 股×10=8.916835 元）。本次权益 分派实施后除权除息参考价=股权登记日收盘价 ...