Group 1 - The company Aohai Technology (SZ 002993) announced on August 4 that it has repurchased approximately 530,000 shares through a special securities account, accounting for 0.19% of its total share capital, with a total transaction amount of about 20 million yuan [1][1][1] - The highest transaction price for the repurchased shares was 38.56 yuan per share, while the lowest was 36.77 yuan per share [1][1][1] - As of the report, Aohai Technology has a market capitalization of 10.7 billion yuan [1][1][1] Group 2 - For the year 2024, Aohai Technology's revenue composition is as follows: 91.38% from the manufacturing of computers, communications, and other electronic equipment, and 8.62% from the new energy vehicle industry [1][1][1]

证券代码：002993 证券简称：奥海科技 公告编号：2025-034 东莞市奥海科技股份有限公司 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 ...

Core Viewpoint - Aohai Technology (002993.SZ) announced the repurchase of shares, indicating a strategic move to enhance shareholder value and confidence in the company's future performance [1] Summary by Relevant Sections Share Repurchase Details - As of July 31, 2025, the company has repurchased a total of 534,100 shares through a dedicated repurchase account via centralized bidding, which represents 0.19% of the company's total share capital [1] - The highest transaction price for the repurchased shares was 38.56 yuan per share, while the lowest was 36.77 yuan per share [1] - The total amount spent on the repurchase was 19.9971 million yuan, excluding transaction fees [1]

Core Points - The stock price of Aohai Technology (002993) closed at 38.73 yuan on July 30, 2025, down by 2.07% with a turnover rate of 1.53% and a trading volume of 36,500 lots, amounting to 1.42 billion yuan in transaction value [1] - The latest financial report for Aohai Technology shows total operating revenue of 1.442 billion yuan for Q1 2025, a year-on-year increase of 5.79%, and a net profit attributable to shareholders of 125 million yuan, up 1.70% year-on-year [1] - The company has a current ratio of 1.820, a quick ratio of 1.572, and a debt-to-asset ratio of 42.79% [1] Investment and Intellectual Property - Aohai Technology has made investments in 16 companies and participated in 28 bidding projects [2] - The company holds 152 trademark registrations and 589 patents, along with 58 administrative licenses [2]

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 ...

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 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、 《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划试点的指导意见》《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 ...

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 ...