Financial Performance Expectations - The company expects a net profit increase of over 50% for the fiscal year 2025, with a projected range of 30,244.29 to 36,293.14 million CNY[3] - The net profit attributable to shareholders is expected to grow by 75% to 110% compared to the previous year, with a range of 30,244.29 to 36,293.14 million CNY[4] - The net profit after deducting non-recurring gains and losses is projected to increase by 91.07% to 125.83%, with a range of 33,244.29 to 39,293.14 million CNY[4] Factors Contributing to Profit Growth - The significant profit growth is attributed to the favorable development of the wind power industry, with increased demand for wind power components and a substantial rise in the shipment of wind power casting shafts[7] - The company has improved production efficiency and product profitability due to the stabilization of bidding prices and optimization of production processes in the wind power sector[7] Non-Recurring Gains and Financial Data - Non-recurring gains and losses are expected to negatively impact net profit by approximately 30 million CNY[8] - The financial data presented is preliminary and has not yet been audited by the accounting firm, but there are no significant discrepancies reported[5] Investor Guidance - The company emphasizes the importance of cautious decision-making for investors, as detailed financial data will be disclosed in the 2025 annual report[9]

Core Viewpoint - Jinlei Co., Ltd. plans to raise up to RMB 155 million through a private placement of shares, with the funds allocated for high-end transmission equipment projects, wind power component manufacturing upgrades, and working capital supplementation [1][3]. Fundraising Details - The total investment for the high-end transmission equipment project is RMB 106.50 million, with RMB 72.50 million expected to be raised from this issuance [3]. - The wind power core component digital manufacturing project has a total investment of RMB 54.50 million, with RMB 51.50 million planned to be funded through the issuance [3]. - The working capital supplementation is set at RMB 31 million, with the entire amount to be raised from the issuance [3]. Issuance Mechanism - The issuance will adopt a competitive pricing method, with the issue price set at no less than 80% of the average trading price of the company's shares over the 20 trading days prior to the pricing date [4]. - The number of shares issued will not exceed 30% of the total share capital before the issuance, amounting to a maximum of 96,040,379 shares [4]. Historical Fundraising - Jinlei Co., Ltd. has raised a total of RMB 2.65 billion over the past six years through two fundraising rounds [5]. - In June 2023, the company raised approximately RMB 2.15 billion by issuing 63,700,414 shares at a price of RMB 33.78 per share [5]. - In September 2020, the company raised around RMB 500 million through a private placement of 23,696,682 shares at RMB 21.10 per share [6]. Financial Performance - In 2024, the company reported revenue of RMB 1.97 billion, a year-on-year increase of 1.11%, while net profit attributable to shareholders decreased by 58.03% to RMB 173 million [7][8]. - For the first three quarters of 2025, revenue reached RMB 2.12 billion, a significant year-on-year increase of 61.35%, with net profit attributable to shareholders rising by 104.59% to RMB 305 million [9].

Investment Rating - Industry Rating: Recommended [5] Core Insights - The humanoid robot industry is accelerating towards mass production, driven by cost reduction demands and domestic suppliers' advantages in key components like precision transmission parts and electronic skin [15][16] - The sodium battery released by CATL showcases cost and performance advantages, with significant price increases in lithium carbonate impacting lithium battery costs, while sodium batteries are expected to achieve scale applications [19][20] - Domestic energy storage installations are experiencing substantial growth, with a diverse revenue structure and economic viability, benefiting leading companies in system integration and inverters [23] - The photovoltaic industry is poised for growth due to dual applications in ground and space, with HJT technology becoming a key direction for overseas expansion, enhancing global market potential [26][31] - China's wind power equipment exports are surging, with significant opportunities for leading companies in both domestic and overseas markets, supported by technological parity and cost advantages [27][40] - The electric equipment sector is entering a super boom cycle, driven by overseas demand and advancements in AI and smart grid technologies, with companies that possess strong channel resources and technical capabilities expected to benefit [42][43] Summary by Sections Humanoid Robots - The humanoid robot industry is seeing rapid industrialization, with major tech companies entering the market and expected mass production of Tesla's Optimus robot by the end of next year [15][16] - Key components suppliers in the T-chain are likely to benefit from the anticipated production ramp-up [16][17] Electric Vehicles - CATL's sodium battery demonstrates significant advantages in cost and performance, with the price of lithium carbonate impacting battery costs, while sodium batteries are expected to see widespread adoption [19][20] Renewable Energy - Domestic energy storage installations are on a growth trajectory, with leading companies in system integration and inverters set to benefit from the expanding market [23] - The photovoltaic sector is expected to grow due to advancements in HJT technology and increased global demand for solar installations [26][31] Wind Power - China's wind power equipment exports are increasing, with leading companies poised to capitalize on both domestic and international opportunities [27][40] Electric Equipment & AIDC - The electric equipment sector is entering a favorable cycle, with companies that have strong technical capabilities and market presence expected to benefit from increased overseas demand [42][43]

特此公告。 金雷科技股份公司董事会 金雷科技股份公司（以下简称"公司"）于 2026 年 1 月 23 日召 开第六届董事会第十三次会议，审议通过了 2026 年度向特定对象发 行股票的相关议案。公司《2026 年度向特定对象发行股票预案》及 相关文件已于 2026 年 1 月 23 日在中国证券监督管理委员会（以下简 称"中国证监会"）指定的创业板信息披露网站巨潮资讯网 （www.cninfo.com.cn）上披露，敬请投资者注意查阅。 该预案及相关文件披露事项不代表审批机关对于本次向特定对 象发行股票相关事项的实质性判断、确认、批准或同意注册，预案所 述本次向特定对象发行股票相关事项的生效和完成尚待公司股东会 审议通过、深圳证券交易所审核通过并经中国证监会同意注册后方可 实施。 敬请广大投资者注意投资风险。 证券代码：300443 证券简称：金雷股份 公告编号：2026-001 金雷科技股份公司 关于向特定对象发行股票预案披露的提示性公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 2026 年 1 月 23 日 ...

金雷科技股份公司 2026 年度向特定对象发行股票 方案论证分析报告 二〇二六年一月 | | | 股票简称：金雷股份 证券代码：300443 公告编号：2026-004 金雷科技股份公司（以下简称"公司"或"金雷股份"）是在深圳证券交易 所创业板上市的公司。为满足公司业务发展的资金需求，进一步增强公司资本实 力，提升盈利能力，根据《公司法》《证券法》《公司章程》和中国证监会颁布 的《上市公司证券发行注册管理办法》（以下简称《注册管理办法》）等有关法 律、法规和规范性文件的规定，公司拟向特定对象发行股票募集资金总额不超过 人民币 155,000.00 万元（含本数），扣除发行费用后全部用于高端传动装备科创 产业园项目（前三期）、风电核心部件数字化制造改扩建项目和补充流动资金。 如无特别说明，本报告中相关用语与《金雷科技股份公司 2026 年度向特定 对象发行股票预案》释义相同。 一、本次向特定对象发行股票的背景和目的 （一）本次向特定对象发行股票的背景 1、我国锻造行业产量持续增长，并逐步向高质量方向发展 作为装备制造业的基础与支柱，锻件行业在我国政策支持与市场需求的双重 推动下，正迎来重要发展机遇。随着我国风 ...

金雷科技股份公司 2026 年度向特定对象发行股票预案 证券代码：300443 证券简称：金雷股份 金雷科技股份公司 Jinlei Technology Co., Ltd. 2026 年度向特定对象发行股票预案 $$\exists0\exists\forall\exists\exists\exists$$ 金雷科技股份公司 2026 年度向特定对象发行股票预案 发行人声明 1、本公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不 存在虚假记载、误导性陈述或重大遗漏，对预案的真实性、准确性、完整性承担 个别和连带的法律责任。 2、本次向特定对象发行股票完成后，公司经营与收益的变化，由公司自行 负责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 1、本次向特定对象发行股票相关事项已经公司第六届董事会第十三次会议 审议通过。本次发行方案尚需公司股东会审议通过、深圳证券交易所审核通过， 并取得中国证监会同意注册后方可实施，最终发行方案以中国证监会同意注册的 方案为准。 3、本预案是公司董事会对本次发行的说明，任何与之相反的声明均属不实 陈述。 4、投资者如有任何疑问，应咨询自己的股票经纪人、律 ...

Group 1 - Teruid (特锐德) plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Aotwei (奥特维) states that "space photovoltaic" is still in the early exploration and R&D stage [1] Group 2 - Anqi Yeast (安琪酵母) intends to invest 222 million yuan in a green manufacturing project for an annual production of 12,000 tons of yeast products [1] - Beiqi Blue Valley (北汽蓝谷) plans to invest 1.991 billion yuan to build a high-end platform model industrialization and digital upgrade project [1] Group 3 - Jingzhida (精智达) signed a contract worth 1.311 billion yuan for semiconductor testing equipment and supporting fixtures [1] - Qiaoyin Co. (侨银股份) is expected to win a pre-bid of approximately 61 million yuan for integrated sanitation and landscaping services [1] - Chengdi Xiangjiang (城地香江) won the EPC general contracting procurement project for China Mobile's data center [1] Group 4 - Shannon Chip (香农芯创) expects a net profit growth of 81.77% to 134.78% year-on-year for 2025 [1] - Zhongwei Company (中微公司) anticipates a net profit growth of approximately 28.74% to 34.93% for 2025 [1] Group 5 - Shenghong Technology (胜宏科技) plans to acquire 100% equity of SPMY, enhancing its FPC/PCB production capacity in Southeast Asia [1] Group 6 - Jinkai New Energy (金开新能) intends to repurchase shares with an investment of 500 million to 600 million yuan [1] - Wenzhou Hongfeng (温州宏丰) actual controller Chen Xiao plans to reduce his stake by no more than 3% [2] - Guohang (国货航) Innovation Fund plans to reduce its stake by no more than 1.02% [2] - Zhongqi New Materials (中旗新材) plans to reduce its stake by no more than 3% [2] - Pengling Co. (鹏翎股份) actual controller plans to increase his stake by 20 million to 40 million yuan [2] Group 7 - Jinlei Co. (金雷股份) plans to raise no more than 1.55 billion yuan through a private placement [2] - Huashen Technology (华神科技) intends to raise no more than 450 million yuan through a private placement [2]

Group 1 - Aotewei is currently in the early exploration and research phase of "space photovoltaic" technology [2] - Teruid plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Anqi Yeast's Puer company intends to invest 222 million yuan in a green manufacturing project for an annual production of 12,000 tons of yeast products [2] Group 2 - Jingzhida has signed a contract worth 1.311 billion yuan for semiconductor testing equipment and supporting fixtures [2] - Xiangnong Xinchuan expects a net profit growth of 81.77% to 134.78% year-on-year for 2025 [2] - Zhongwei Company anticipates a net profit growth of approximately 28.74% to 34.93% for 2025 [2] Group 3 - Shenghong Technology's subsidiary plans to acquire 100% equity of SPMY, enhancing the company's FPC/PCB production capacity in Southeast Asia [2] - Jinkai New Energy intends to repurchase shares worth 500 million to 600 million yuan [2] - Wenzhou Hongfeng's actual controller plans to reduce holdings by no more than 3% [2] Group 4 - Jinlei Co. plans to raise no more than 1.55 billion yuan through a private placement [2] - Huashen Technology intends to raise no more than 450 million yuan through a private placement to Yuanhong Bio [2]

Core Viewpoint - Jinlei Co., Ltd. plans to raise a total of up to RMB 155 million through a private placement of shares, with the net proceeds to be used for high-end transmission equipment technology innovation industrial park projects, digital manufacturing renovation and expansion projects for core wind power components, and to supplement working capital [1] Group 1 - The total amount to be raised is RMB 155 million [1] - The funds will be allocated to three main projects: high-end transmission equipment technology innovation industrial park, digital manufacturing renovation and expansion for wind power components, and working capital [1]

Group 1 - The company Jinlei Co., Ltd. announced that its sixth board meeting will be held on January 23, 2026, to discuss the proposal for issuing stocks to specific targets for the year 2026 [1]