| 证券代码：300351 | 证券简称：永贵电器 | 公告编码：2025-068 | | --- | --- | --- | | 债券代码：123253 | 债券简称：永贵转债 | | 浙江永贵电器股份有限公司 本次发行费用（不含增值税）为 779.40 万元，具体包括： 更正后： （八）发行费用 本次发行费用（不含增值税）为 799.40 万元，具体包括： 单位：万元 项目 金额（不含税价） 保荐费及承销费 471.70 律师费用 122.64 会计师费用 117.92 资信评级费用 37.74 信息披露、登记服务费、发行手续费及其他费用 49.40 合计 799.40 关于向不特定对象发行可转换公司债券上市公告书的 更正公告 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。 浙江永贵电器股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日披露 了《向不特定对象发行可转换公司债券上市公告书》（公告编号：2025-015），经 事后核查，发现以下内容需要进行更正，具体更正内容如下： 更正前： （八）发行费用 2025 年 9 月 13 日 单位： ...

证券代码：300351 证券简称：永贵电器 公告编号：2025-015 浙江永贵电器股份有限公司 Zhejiang Yonggui Electric Equipment Co.,Ltd. 向不特定对象发行可转换公司债券 上市公告书 保荐机构（主承销商） （上海市黄浦区中山南路119号东方证券大厦） 二〇二五年三月 | | | | 44 | | --- | | 三、上市保荐人的推荐意见 | 第一节 重要声明与提示 浙江永贵电器股份有限公司（以下简称"永贵电器"、"发行人"、"本公司" 或"公司"）及全体董事、监事和高级管理人员保证上市公告书的真实性、准确 性、完整性，承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和 国证券法》（以下简称"《证券法》"）等有关法律、法规的规定，本公司董事、 高级管理人员已依法履行诚信和勤勉尽责的义务和责任。 中国证券监督管理委员会（以下简称"中国证监会"）、深圳证券交易所（以 下简称"深交所"）、其他政府机关对公司可转换公司债券（以下简称"可转债"） 上市及有关事项的意见，均 ...

Market Performance - The rail transit equipment sector increased by 1.52% on September 11, with Jiaokong Technology leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - Jiaokong Technology (688015) closed at 26.60, up 6.36% with a trading volume of 80,000 shares and a transaction value of 205 million [1] - Times New Material (600458) closed at 15.03, up 3.94% with a trading volume of 179,000 shares and a transaction value of 265 million [1] - Yonggui Electric (300351) closed at 17.65, up 2.86% with a trading volume of 149,200 shares and a transaction value of 260 million [1] - China CRRC (601766) closed at 7.76, up 2.11% with a trading volume of 1,451,400 shares and a transaction value of 1.116 billion [1] Capital Flow Analysis - The rail transit equipment sector experienced a net outflow of 173 million from institutional investors, while retail investors saw a net inflow of 1.77 billion [2][3] - Times New Material had a net inflow of 24.87 million from institutional investors, but a net outflow of 19.78 million from speculative funds [3] - Jiaokong Technology had a net inflow of 21.90 million from institutional investors, with a significant net outflow of 23.70 million from retail investors [3]

Investment Rating - The investment rating for the company is "Accumulate-A" [1] Core Views - The company reported a revenue of 1.027 billion yuan in H1 2025, representing a year-on-year increase of 20.65%. However, the net profit attributable to shareholders decreased by 24.90% to 55.76 million yuan due to several factors including lower gross margins in the automotive and energy information sectors, increased financial expenses from convertible bond issuance, and impairment losses [4][5] - The company is actively pursuing cost reduction and efficiency improvement measures to enhance profitability, with expectations of gradual recovery in profit margins as order fulfillment increases and production capacity utilization improves [5][6] - The company is making significant advancements in the electric vehicle charging technology sector, focusing on high-power charging solutions to meet the demands of commercial vehicles [6] - The company is strategically positioning itself in emerging fields such as embodied intelligence and low-altitude economy, with substantial investments in R&D and a growing patent portfolio [6] Financial Performance Summary - For H1 2025, the company achieved a revenue of 1.027 billion yuan, with a gross margin of 25.94% and a net margin of 6.16%, both showing a decline compared to the previous year [5] - The company expects revenues of 2.429 billion yuan, 2.902 billion yuan, and 3.463 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding net profits of 102 million yuan, 117 million yuan, and 148 million yuan [8][10] - The projected earnings per share (EPS) for 2025, 2026, and 2027 are 0.26 yuan, 0.30 yuan, and 0.38 yuan, with price-to-earnings (P/E) ratios of 66, 58, and 46 respectively [8][10] Market Data Summary - As of September 9, 2025, the closing price of the company's stock was 17.25 yuan, with a year-to-date high of 21.25 yuan and a low of 13.16 yuan [3] - The circulating A-shares amount to 262 million out of a total share capital of 388 million, resulting in a market capitalization of 6.691 billion yuan [3]

Core Viewpoint - Yonggui Electric (300351.SZ) has recently signed a goods sales contract with Shenyang CRRC Rail Transit Equipment Co., Ltd. for a total amount of 13,864,600.00 yuan (including tax) [1] - The company's subsidiary, Jiangsu Yonggui New Energy Technology Co., Ltd., has received a bid notification from CRRC Logistics Co., Ltd. with a total amount of 26,248,544.00 yuan (including tax) [1] Group 1 - The contract signed with Shenyang CRRC indicates a significant business collaboration in the rail transit sector [1] - The bid notification received by Jiangsu Yonggui highlights the company's competitive position in the new energy technology market [1]

人民财讯9月2日电，永贵电器（300351）9月2日晚间公告，公司控股孙公司沈阳博得交通设备有限公司 (简称"沈阳博得")近日与沈阳中车轨道交通装备有限公司签订了一份货物买卖合同，合同金额1386.46万 元(含税)；公司控股子公司江苏永贵新能源科技有限公司近日收到中车物流有限公司的一份中标通知 书，中标金额2624.85万元(含税)。 ...

Group 1 - The company Yonggui Electric (300351.SZ) announced a contract with Shenyang CRRC, with a total amount of 13.86 million yuan (including tax) [1] - The company's subsidiary, Jiangsu Yonggui, received a bid notification from CRRC Logistics for a project related to the procurement of deep collection batteries for urban rail, with a total bid amount of 26.25 million yuan (including tax) [1]

永贵电器（300351）(300351.SZ)公告，沈阳中车近日与公司控股孙公司沈阳博得签订了一份货物买卖 合同，合同金额合计1386.46万元(含税)。 此外，公司控股子公司江苏永贵近日收到中车物流的一份中标通知书，中标项目为2025深度集采蓄电池 城轨板块采购项目，中标通知书金额合计2624.85万元(含税)。 ...

| 证券代码：300351 | 证券简称：永贵电器 | 公告编码：2025-067 | | --- | --- | --- | | 债券代码：123253 | 债券简称：永贵转债 | | 浙江永贵电器股份有限公司 关于公司控股孙公司及控股子公司近期签订货物买卖合同、 收到中标通知书的公告 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： 1、合同生效条件：以下合同自双方签字盖章后生效； 2、对本年度经营成果的影响：以下货物买卖合同总金额为 13,864,600.00 元 （含税）、中标通知书金额合计 26,248,544.00 元（含税）。预计将会对公司 2025 年及未来年度的经营业绩产生积极影响。 3、风险提示：合同虽已正式签署并已正式生效，但在合同履行过程中，如 遇政策、市场环境等不可预计或不可抗力因素的影响，可能会导致合同无法如期 或全面履行；中标项目尚未签订正式合同，合同签订及合同条款尚存在不确定性， 具体内容以最终签署的合同为准。敬请广大投资者谨慎决策，注意防范投资风险。 4、公司不存在最近三年披露的相关合同无进展或进展未达预期的情况。 ...

永贵电器晚间公告，近日，沈阳中车与公司控股孙公司沈阳博得签订了一份货物买卖合同，合同金额合 计1386.46万元（含税）。同时，公司控股子公司江苏永贵收到中车物流的一份中标通知书，中标通知 书金额合计2624.85万元（含税）。预计这些交易将对公司2025年及未来年度的经营业绩产生积极影 响。 ...