北京市建国门北大街 8 号华润大厦 20 层 邮编：100005 电话：(86.10) 8519.1300 传真：(86.10) 8519.1350 junhebj@junhe.com 北京市君合律师事务所 关于 胜宏科技（惠州）股份有限公司 向特定对象发行股票 发行过程及认购对象合规性 之 法律意见书 二〇二五年九月 1 | | | 北京市君合律师事务所 关于胜宏科技（惠州）股份有限公司 向特定对象发行股票 发行过程及认购对象合规性之法律意见书 本所律师根据《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》"）《上市公司证券发行注册管 理办法》（以下简称"《注册管理办法》"）《证券发行与承销管理办法》《深 圳证券交易所上市公司证券发行与承销业务实施细则》（以下简称"《证券发行 与承销业务实施细则》"）等相关法律、法规、规章及规范性文件的规定，按照 《律师事务所从事证券法律业务管理办法》《律师事务所证券法律业务执业规则 （试行）》的要求及律师行业公认的业务标准、道德规范和勤勉尽责精神，就发 行人本次发行的相关发行过程及认购对象合规性情况，本所特此出具《北京市君 ...

向特定对象发行股票 募集资金验资报告 截至 2025 年 9 月 16 日止 胜宏科技（惠州）股份有限公司 验资报告 信会师报字[2025]第 ZC10405 号 胜宏科技（惠州）股份有限公司： 我们接受委托，审验了胜宏科技（惠州）股份有限公司（以下简称 "贵公司"）截至 2025 年 9 月 16 日止新增注册资本及实收资本（股 本）情况。按照法律法规和协议、章程的要求出资，提供真实、合法、 完整的验资资料，保护资产的安全、完整是全体股东及贵公司的责任。 我们的责任是对贵公司新增注册资本及实收资本（股本）情况发表审验 意见。我们的审验是依据《中国注册会计师审计准则第 1602 号——验 资》进行的。在审验过程中，我们结合贵公司的实际情况，实施了检查 等必要的审验程序。 贵公司原注册资本为人民币 862,688,641.00 元，股本为人民币 862,688,641.00 元。根据贵公司第四届董事会第二十九次会议、2024 年 第二次临时股东会和第四届董事会第三十三次会议审议通过，并经中 国证券监督管理委员会《关于同意胜宏科技（惠州）股份有限公司向特 定对象发行股票注册的批复》（证监许可〔2025〕1856 ...

国信证券股份有限公司、国泰海通证券股份有限公司 关于胜宏科技（惠州）股份有限公司 创业板向特定对象发行股票 发行过程和认购对象合规性的报告 深圳证券交易所： （一）发行股票种类及面值 本次发行的股票为境内上市的人民币普通股（A 股），每股面值为人民币 1.00 元。 一、本次发行基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意胜宏科技 （惠州）股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕1856 号）批准，同意胜宏科技（惠州）股份有限公司（简称"胜宏科技"、"发行人" 或"公司"）向特定对象发行股票的注册申请。国信证券股份有限公司（以下简 称"国信证券"、"保荐人"、"主承销商"和"联席主承销商"）和国泰海通证券 股份有限公司（以下简称"国泰海通证券"、"联席主承销商"）作为胜宏科技本 次向特定对象发行股票（以下简称"本次发行"）的联席主承销商，对发行人本 次发行过程及认购对象的合规性进行了核查，认为胜宏科技的本次发行过程及认 购对象符合《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》"）、《上市公司证券发行注册管理 ...

证券代码：300476 证券简称：胜宏科技 公告编号：2025-105 胜宏科技（惠州）股份有限公司 关于 2024 年度向特定对象发行股票发行情况报告书 胜宏科技（惠州）股份有限公司 2024 年度向特定对象发行 A 股股票发行承 销总结及相关文件已在深圳证券交易所备案通过，公司将依据相关规定尽快办理 本次发行新增股份的登记托管事宜。 《胜宏科技（惠州）股份有限公司向特定对象发行股票发行情况报告书》等 相关发行文件已于同日在中国证券监督管理委员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。 特此公告。 胜宏科技（惠州）股份有限公司 董事会 2025 年 9 月 20 日 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。 ...

Group 1: Industry Overview - The PCB industry is experiencing increased attention, with leading domestic companies actively expanding high-end HDI capacity to compete for quality orders in the future server PCB market [1] - The demand for PCB products is expected to rise, with both product value and industry demand on an upward trend due to the ongoing AI technology revolution [1][3] - The industry is witnessing a shift towards higher layer counts and increased unit prices for PCB products, driven by the growing demand for AI computing power [1][2] Group 2: Company Developments - Dongshan Precision has initiated a $1 billion investment plan over 2-3 years, with approximately $200 million already allocated for upgrading existing facilities, and new capacity expected to be released in the first half of next year [2] - The company is leveraging its acquisition of Multek, which possesses advanced technology in HDI and high-layer PCBs, to meet the core demands of AI devices [2] - In the first half of 2025, Dongshan Precision reported revenue of 16.955 billion yuan, a year-on-year increase of 1.96%, with electronic circuit products contributing 11.059 billion yuan, accounting for 65.23% of total revenue [2] Group 3: Competitor Insights - Shenghong Technology has reported a significant increase in revenue, achieving 9.031 billion yuan in the first half of 2025, a year-on-year growth of 86%, with net profit rising by 366.89% to 2.143 billion yuan [3][4] - The company emphasizes its technological leadership in AI computing and server fields, claiming to be 2-3 years ahead in mass production technology [4] - Shenghong Technology is expanding its production capacity overseas, with ongoing projects in Thailand and Vietnam to enhance high-layer and high-end HDI production capabilities [4]

Core Viewpoint - The PCB industry is experiencing significant growth driven by the demand for AI computing power, with leading companies expanding their high-end HDI production capacity to capture premium orders in the market [1][2]. Group 1: Company Developments - Dongshan Precision has initiated a $1 billion investment plan to enhance its capabilities in high-end PCBs and optical modules, focusing on AI computing needs [2]. - The company has already allocated approximately $200 million for upgrading existing facilities, with new production capacity expected to be released in the first half of next year [2]. - Dongshan Precision's revenue for the first half of 2025 reached 16.955 billion yuan, a year-on-year increase of 1.96%, with electronic circuit products contributing 11.059 billion yuan, accounting for 65.23% of total revenue [3]. Group 2: Market Trends - The PCB industry is witnessing a trend of increasing product layers and prices, with a focus on high-density and multi-layer PCBs to meet the growing demands of AI applications [2][4]. - Shenghong Technology reported a revenue of 9.031 billion yuan for the first half of 2025, an increase of 86.00%, with a net profit of 2.143 billion yuan, up 366.89% year-on-year [4]. - The average selling price (ASP) of PCBs is experiencing exponential growth due to rising manufacturing complexity and demand for higher performance [4]. Group 3: Competitive Positioning - Dongshan Precision ranks third globally in overall PCB production and second in flexible circuit boards (FPC) according to Prismark [3]. - Shenghong Technology is positioned as the sixth largest PCB supplier globally, with a strong focus on expanding production lines in Thailand and Vietnam to meet diverse customer needs [5].

Group 1 - A total of 83 stocks experienced block trades in the A-share market on September 18, with a total transaction value of 11.257 billion yuan [1] - The top three stocks by transaction value were Pudong Development Bank (6.368 billion yuan), Shenghong Technology (3.073 billion yuan), and Haoyuan Pharmaceutical (276 million yuan) [1] - Among the stocks, 21 were traded at par, 8 at a premium, and 54 at a discount; the highest premium rates were for Bangyan Technology (12.72%), Pudong Development Bank (3.29%), and Huayu Pharmaceutical-W (2.99%) [1] Group 2 - The top stocks by institutional buy amounts included Shenghong Technology (2.499 billion yuan), Dameng Data (70.342 million yuan), and Yinzhijie (54.357 million yuan) [1] - The top stocks by institutional sell amounts were Sanhua Intelligent Controls (9.11 million yuan), New Industry (7.968 million yuan), and Hailiang Co. (4.9551 million yuan) [2]

胜宏科技9月18日大宗交易平台共发生68笔成交，合计成交量1108.43万股，成交金额30.73亿元。以折溢 价进行统计，今日有67笔为折价交易，折价率最高达14.34%。今日溢价成交的共有1笔，溢价率最高为 23.65%。从参与大宗交易营业部来看，机构专用席位共出现在37笔成交的买方或卖方营业部中，合计 成交金额为24.99亿元，净买入24.99亿元。 进一步统计，近3个月内该股累计发生123笔大宗交易，合计成交金额为35.69亿元。 9月18日胜宏科技大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | | （元） | （%） | | | | | | | | | 中信建投证券股份有限公 | | 400.00 | 110844.00 | 277.11 | -14.34 | 机构专用 | 司惠州惠沙堤二路证券营 | | | | | | | 业部 | | | | | | | 中信建投证券股份有限公 | | 94.90 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-09-18 | 300476 | 胜宏科技 | 277.11 | 5.03 | 1,393.86 中国中金财富证券 | 中信建投证券股份 | | | | | | | 有限公司深圳分公 n | 有限公司惠州惠沙 堤二路证券营业部 | | 2025-09-18 | 300476 | 胜宏科技 | 277.11 | 4.36 | 1,208.20 中国中金财富证券 | 中信建投证券股份 | | | | | | | 有限公司深圳分公 | 有限公司惠州惠沙 | | | | | | | n | 堤二路证券营业部 | | 2025-09-18 | 300476 | 胜宏科技 | 277.11 | 1.80 | 498.80 机构专用 | 中信建投证券股份 | | | | | | | | 有限公司惠州惠沙 | | | | | | | | 堤二路证券 ...

Market Performance - The Shanghai Composite Index rose by 0.37% to close at 3876.34 points, with a daily high of 3882.67 points [1] - The Shenzhen Component Index increased by 1.16% to close at 13215.46 points, reaching a peak of 13226.2 points [1] - The ChiNext Index saw a rise of 1.95%, closing at 3147.35 points, with a maximum of 3152.31 points [1] Margin Trading Data - The total margin trading balance in the Shanghai and Shenzhen markets was 23975.35 billion, with a financing balance of 23806.13 billion and a securities lending balance of 169.22 billion [1] - The margin trading balance increased by 127.27 billion compared to the previous trading day [1] - The Shanghai market's margin trading balance was 12213.99 billion, up by 39.55 billion from the previous day, while the Shenzhen market's balance was 11761.35 billion, increasing by 87.71 billion [1] Top Margin Buying Stocks - The top three stocks by margin buying amount were Shenghong Technology (45.81 billion), SMIC (44.12 billion), and Dongfang Fortune (37.86 billion) [2] - A total of 3448 stocks had margin buying funds [1] New Fund Issuances - Four new funds were launched, including Tianhong Hang Seng Technology ETF, Guotai Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence ETF, and two Penghua Shanghai Stock Exchange Sci-Tech Innovation Board Enhanced Index Funds [3] Top Net Buying Stocks on the Dragon and Tiger List - The top net buying stocks included Huijin Co., Ltd. (316.94 million), Shanghai Construction (309.74 million), and Hengbao Co., Ltd. (246.03 million) [4] - The list featured a total of ten stocks with significant net buying amounts [4]