琏升科技股份有限公司 证券代码：300051 证券简称：琏升科技 公告编号：2025-027 关于获得政府补助的公告 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。 一、获得补助的基本情况 琏升科技股份有限公司（以下简称"公司"）控股孙公司眉山琏升光伏科技有 限公司于近日收到政府补助款 1,000 万元，占公司最近一期经审计归属于上市公 司股东净利润的 25.17%。公司本次获得的政府补助属于与收益相关的政府补助， 不具有可持续性。上述政府补助与公司日常经营活动有关，公司已实际收到相关 款项。 二、补助的类型及其对公司的影响 1、补助的类型 根据《企业会计准则第 16 号——政府补助》等有关规定，"与资产相关的政 府补助"指企业取得的、用于购建或以其他方式形成长期资产的政府补助；"与收 益相关的政府补助"指除与资产相关的政府补助之外的政府补助。公司本次获得 的政府补助属于与收益相关的政府补助。 2、补助的确认和计量 根据《企业会计准则第 16 号——政府补助》等有关规定，与资产相关的政府 补助，应当冲减相关资产的账面价值或递延收益；与收益相关的政府补助，用于补 ...

Core Viewpoint - Liansheng Technology has announced a restructuring plan to acquire a 69.71% stake in Xingshu Century Technology, shifting its focus away from acquiring minority shares in Tianjin Liansheng Technology, aiming to enhance its capabilities in the downstream energy storage and smart microgrid sectors [1][2][3] Group 1: Acquisition Details - The restructuring plan involves issuing shares and cash to acquire Xingshu Century's majority stake, while also raising matching funds through a share issuance to Hainan Liansheng [1] - The decision to exclude Tianjin Liansheng from the acquisition was made due to the immaturity of the conditions for acquiring its minority shares [1] Group 2: Business Operations of Xingshu Century - Xingshu Century operates seven self-managed centralized photovoltaic power stations with a total installed capacity of 380 MW, located in Pakistan, Xinjiang, and Inner Mongolia [2] - The company has secured 20-year operation and maintenance service rights for independent photovoltaic engineering projects in Xinjiang, Gansu, and Sichuan, with an operational capacity of approximately 28 MW [2] - Xingshu Century has initiated research and development in sodium-ion batteries and related materials, with over 230 intellectual property rights authorized or pending as of 2024 [2] Group 3: Financial Performance - Xingshu Century reported revenues of 1.037 billion yuan and 980 million yuan for 2023 and 2024, respectively, with net profits of 75.89 million yuan and 192 million yuan [2] - The revenue for 2024 reflects a year-on-year decline of 5.55%, while net profit shows a significant increase of approximately 153% [2] - As of the end of 2024, Xingshu Century's total assets amount to 4.467 billion yuan, with total liabilities of 1.996 billion yuan and equity of 2.471 billion yuan [3] Group 4: Strategic Implications for Liansheng Technology - The acquisition is expected to enhance the synergy between Liansheng Technology and Xingshu Century, strengthening the integration of the photovoltaic and energy storage sectors [3] - This transaction aims to improve Liansheng Technology's profitability and resilience against industry cycles, addressing its ongoing financial losses projected to continue through 2024 [3]

Core Viewpoint - Liansheng Technology plans to acquire 69.71% of Xingshu Century's equity through a combination of share issuance and cash payment, while also raising matching funds from related parties at a price of 5.47 yuan per share. This marks the company's fourth attempt at a private placement since 2020, with previous attempts failing due to various reasons [1][2]. Group 1: Company Financial Performance - Liansheng Technology has experienced continuous losses since 2018, accumulating over 800 million yuan in losses over seven years. The company expects a net profit loss of 60 million to 120 million yuan in 2024, representing a year-on-year increase of 51% to 202% [3]. - Despite a 112.5% year-on-year revenue increase to 311 million yuan in the first three quarters of 2024, the company's gross margin has sharply declined due to a price drop in the photovoltaic industry, leading to a significant increase in inventory impairment provisions [3]. - As of the end of the third quarter of 2024, the company's asset-liability ratio rose to 73.2%, with cash on hand of only 94.72 million yuan and interest-bearing liabilities exceeding 1.05 billion yuan [3]. Group 2: Industry Context and Challenges - The photovoltaic industry is expected to face losses across the entire supply chain in 2024, with leading companies like Longi and TCL Zhonghuan collectively losing over 20 billion yuan. Liansheng Technology's high-cost HJT technology exacerbates its financial pressure due to significant investment requirements and long profit cycles [3][4]. - The company has significant funding gaps in its photovoltaic projects, with only 11.64 million yuan invested in the 8GW project in Meishan out of a total investment of 4 billion yuan, and only 160 million yuan invested in the first phase of the 3GW project in Nantong [3]. Group 3: Acquisition and Strategic Risks - The acquisition target, Xingshu Century, has capabilities in photovoltaic power station operations and sodium battery demonstration projects, but sodium batteries currently hold less than 1% market share, raising questions about the feasibility of achieving synergies [4]. - Previous failed attempts at private placements were attributed to deteriorating market conditions, financial issues, valuation disputes, and concerns over potential profit transfer [4][5]. - The ongoing price war in the photovoltaic industry, along with policy adjustments affecting distributed photovoltaic installations, adds to the uncertainty surrounding the company's strategic transition [5].

Core Viewpoint - Liansheng Technology (300051.SZ) has resumed trading after announcing a restructuring plan involving the acquisition of 69.71% of Xingshu Century's shares through a combination of issuing shares and cash payments [1][2]. Group 1: Restructuring Plan - The company plans to acquire shares from 38 counterparties, including Ziguo Jinma and Fuzhou Digital New Infrastructure Investment Partnership [1]. - The final transaction price for the assets will be determined based on an evaluation report from a qualified assessment agency [2]. - The share issuance price for the acquisition has been set at 5.47 yuan per share [2]. Group 2: Fundraising and Financial Details - The company intends to raise funds not exceeding 100% of the transaction price, with the number of shares issued capped at 30% of the total share capital post-transaction [2]. - The raised funds will be allocated for cash payments, intermediary fees, transaction taxes, project construction, and working capital, with a maximum of 25% of the transaction price or 50% of the total raised funds for debt repayment [3]. - Xingshu Century, the target company, reported revenues of 1.037 billion yuan and 980 million yuan for 2023 and 2024, respectively, with net profits of 76 million yuan and 192 million yuan [3]. Group 3: Financial Performance - Liansheng Technology's total assets as of December 31, 2024, are reported at 4.467 billion yuan, with total liabilities of 1.996 billion yuan and equity of 2.471 billion yuan [4]. - The company has experienced a decline in net profits from 2018 to 2023, with projected losses of 60 million to 120 million yuan for 2024 [4]. - The company reported a revenue increase of 38.02% in 2023 compared to 2022, but still faced a net loss of approximately 39.74 million yuan [5].

Group 1: Monetary Policy and Trade Relations - The People's Bank of China will announce the April 1/5-year Loan Prime Rate (LPR) on Monday, with the current 1-year LPR at 3.1% and the 5-year LPR at 3.6%, unchanged for five consecutive months [1] - The U.S. government is considering forming a task force to address the supply chain crisis caused by high tariffs on Chinese goods, as reported by CBS News [1] - The Chinese Ministry of Commerce urged the U.S. to correct its wrong practices following the announcement of final measures regarding the 301 investigation into China's maritime, logistics, and shipbuilding sectors [1] Group 2: E-commerce Price Adjustments - E-commerce platforms SHEIN and Temu announced price increases for U.S. consumers starting April 25, 2025, due to rising operational costs from changes in global trade rules and tariffs [2] Group 3: UK-China Relations - The UK Chancellor of the Exchequer, Rachel Reeves, emphasized the importance of establishing a deeper partnership with China rather than creating new barriers, stating that avoiding engagement with China is unwise [3] Group 4: Fund Performance and Investment Trends - As of April 20, 2025, numerous fund companies have reported their Q1 results, showing a significant focus on technology stocks, particularly in AI and semiconductor sectors, indicating a robust interest in emerging industries [4] Group 5: Company Earnings Reports - Weiteou reported a Q1 revenue of 309 million yuan, a 43.17% increase year-on-year, but a net profit decline of 12.53% for 2024 [5] - Baipusais reported a 19.38% decline in net profit for 2024, with a revenue increase of 18.65% [6] - Huihan reported a 37.54% increase in net profit for 2024, with a revenue growth of 25.68% [7] - Zhuochuang reported a 35.43% increase in net profit for 2024, with a revenue growth of 3.83% [8] - Tianfu Communication reported an 84.07% increase in net profit for 2024, with a revenue growth of 67.74% [9] - Zhongrong Electric reported a 59.8% increase in net profit for 2024, with a revenue growth of 34.11% [10] - Jiechuang Intelligent reported a 911.82% increase in net profit for Q1, but a loss for the full year 2024 [11] - Liansheng Technology plans to acquire 69.71% of Xingshu Century, which will enhance its position in the photovoltaic market [12] - Changchun Gaoxin reported a 43.01% decline in net profit for 2024, with a revenue decrease of 7.55% [13] - Zhongji Xuchuang reported a 56.83% increase in net profit for Q1, with a revenue growth of 37.82% [15] - Shenghe Resources stated that the suspension of rare earth exports by MP Materials will not significantly impact its operations [16] - Shougang signed a strategic cooperation framework agreement with Geely Group to enhance core competitiveness [17]

以下文章来源于e公司 ，作者证券时报 张一帆 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公 司标准化快讯，针对可能影响上市公司股价的主题概念、行业事件及时采访二次解读，从投资者需求出发， 直播上市公司有价值的活动、会议。 琏升科技（300051）计划通过重组布局下游储能及智能微电网相关业务。 上市公司于4月20日晚间披露重组 预案，并预期将构成重大资产重组。明日（4月21日），琏升科技的股票将迎来复牌。 根据方案，琏升科技拟通过发行股份及支付现金的方式，向38名交易对方购买兴储世纪科技股份有限公司（简称"兴 储世纪"）合计69.71%股份。 同时，上市公司拟向控股股东海南琏升发行股份募集配套资金。截至目前，本次交易 标的资产审计及评估工作尚未完成，预估值及交易价格尚未确定。 公开信息显示，成立于2007年的兴储世纪主要从事光伏发电业务与户用及工商业光储一体化系统的研发、生产及销 售。企查查数据显示，该企业于曾于2022年4月21日启动上市辅导备案。 截至目前，兴储世纪拥有7个自主运营的集中式光伏电站，总装机容量380MW，分别位于巴基斯坦、新 ...

Core Viewpoint - The company plans to acquire a 69.71% stake in Xingchu Century through a combination of share issuance and cash payment, aiming to enhance its position in the photovoltaic industry and leverage synergies between the two companies [1][2]. Group 1: Acquisition Details - The company intends to purchase the stake from 38 transaction parties, including Sichuan Jinma and Fuzhou Digital New Infrastructure Investment Partnership [1]. - The funds raised from the share issuance will be used for cash consideration, intermediary fees, transaction taxes, project construction, and to supplement working capital [1]. - Up to 25% of the transaction price or 50% of the total raised funds may be used for working capital and debt repayment [1]. Group 2: Business Synergies and Strategic Benefits - Post-acquisition, the company can leverage the advanced technology and rich channel resources of Xingchu Century in the integrated solar storage sector [2]. - The integration will allow the company to effectively utilize the business and resource advantages of Xingchu Century, enhancing product, market, and capacity integration [2]. - This transaction is expected to deepen the company's layout in the high-efficiency heterojunction technology supply chain and expand its overseas market presence [2].

琏升科技(300051.SZ)公告称，公司拟通过发行股份及支付现金方式购买兴储世纪控制权及天津琏升少 数股权，同时拟发行股份募集配套资金。由于本次收购天津琏升少数股权的条件尚不成熟，公司决定暂 不将其纳入收购范围。公司股票将于4月21日开市起 复牌。经协商，公司拟推进发行股份及支付现金购 买兴储世纪69.71%股份，并同时推进海南琏升科技有限公司募集配套资金事宜。本次交易有利于上市 公司布局下游储能及智能微电网相关业务，实现光储一体化协同发展，加快拓展海外市场，提高上市公 司盈利能力和抗风险能力。但本次交易尚需履行多项审批程序，包括再次召开董事会审议方案、召开股 东大会审议批准方案、深圳证券交易所审核通过及中国证券监督管理委员会同意注册等，存在不确定 性。 ...

证券代码：300051 证券简称：琏升科技 公告编号：2025-026 琏升科技股份有限公司 关于终止2023年度向特定对象发行股票事项的公告 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。 琏升科技股份有限公司（简称"公司"）于2025年4月18日分别召开了第六届董 事会第四十三次会议、第六届监事会第三十七次会议，审议通过了《关于终止2023 年度向特定对象发行A股股票事项的议案》。现将有关情况公告如下： 一、本次向特定对象发行股票事项概述 公司于2023年6月19日召开第六届董事会第九次会议、第六届监事会第七次会 议，审议通过了《关于公司符合向特定对象发行A股股票条件的议案》《关于公司 2023年度向特定对象发行A股股票方案的议案》等议案；2024年3月11日，公司召开 第六届董事会第二十三次会议及第六届监事会第十七次会议，并于2024年3月28日 召开公司2024年第三次临时股东大会审议，审议通过了《关于公司符合向特定对象 发行A股股票条件的议案》《关于调整公司2023年度向特定对象发行A股股票方案的 议案》等议案，对本次发行方案进行调整。公司于2025 ...

独立董事专门会议审核意见 琏升科技股份有限公司 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司重大资产重 组管理办法》《上市公司独立董事管理办法》《深圳证券交易所创业板股票上市规则》 《琏升科技股份有限公司章程》（以下简称"《公司章程》"）以及《琏升科技股份有限 公司独立董事工作制度》等相关法律法规、规章制度的规定，琏升科技股份有限公司（以 下简称"公司"或"上市公司"）第六届董事会独立董事专门会议 2025 年第二次会议于 2025 年 4 月 18 日召开。本次会议应出席独立董事 3 人，实际出席独立董事 3 人。会议召开 程序符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的规定。 独立董事对拟提交至第六届董事会第四十三次会议审议的公司拟以发行股份及支 付现金的方式购买兴储世纪科技股份有限公司 69.71%的股份并募集配套资金（以下简 称"本次交易"）相关事项进行了审核，并发表意见如下： 1.关于本次发行股份及支付现金购买资产并募集配套资金暨关联交易符合相关法 律法规的议案 经审核，我们认为，公司符合《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司重大资产重组管理办 ...