中信证券股份有限公司 关于光力科技股份有限公司 2025年半年度跟踪报告 | 行 | 题。 | | | --- | --- | --- | | | 保荐人查阅了公司最新章程、三会议事规则 | | | 3．"三会" | 及会议材料、信息披露文件，对高级管理人 | 保荐人提请公司持续关注相关监管规则的 | | 运作 | 员进行访谈，未发现公司在"三会"运作方面 | 修订更新情况，及时修订或更新有关内控 | | | 存在重大问题。 | 制度。 | | 4.控股股 | 保荐人查阅了公司股东名册、持股比例、最 | | | 东及实际 | | | | 控制人变 | 新公司章程、三会文件、信息披露文件，未 | 不适用 | | | 发现公司控股股东及实际控制人发生变动。 | | | 动 | | | | | 保荐人查阅了公司募集资金管理使用制度， | 公司向不特定对象发行可转换公司债券募 | | | 查阅了募集资金专户银行对账单和募集资金 | 集资金投资项目投资进度缓慢； | | | 使用明细账，并对大额募集资金支付进行凭 | 保荐人提请公司结合实际情况切实研究并 | | 5.募集资 | 证抽查，查阅募集资金使用信息披露文件和 ...

Company Overview - Guangli Technology Co., Ltd. is located in Zhengzhou High-tech Development Zone, Henan Province, established on January 22, 1994, and listed on July 2, 2015 [1] - The company primarily engages in safety production monitoring equipment and semiconductor packaging and testing equipment, with revenue composition: safety production monitoring products 51.26%, semiconductor packaging and testing equipment 44.79%, and others 3.95% [1] Stock Performance - As of September 11, Guangli Technology's stock price increased by 2.05%, reaching 16.45 CNY per share, with a trading volume of 1.52 billion CNY and a turnover rate of 3.80%, resulting in a total market capitalization of 5.804 billion CNY [1] - Year-to-date, the stock price has risen by 27.52%, with a recent decline of 6.85% over the last five trading days, a 3.33% increase over the last 20 days, and a 26.64% increase over the last 60 days [1] Financial Performance - For the first half of 2025, Guangli Technology achieved operating revenue of 288 million CNY, representing a year-on-year growth of 20.63%, and a net profit attributable to shareholders of 25.18 million CNY, reflecting a significant year-on-year increase of 138.99% [2] - Since its A-share listing, the company has distributed a total of 167 million CNY in dividends, with 87.95 million CNY distributed over the past three years [3] Shareholder Information - As of August 29, the number of shareholders for Guangli Technology was 28,000, a decrease of 9.55% from the previous period, with an average of 8,847 circulating shares per shareholder, an increase of 10.55% [2] - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Company Overview - Guangli Technology Co., Ltd. is located in Zhengzhou High-tech Development Zone, Henan Province, established on January 22, 1994, and listed on July 2, 2015 [1] - The company primarily engages in safety production monitoring equipment and semiconductor packaging and testing equipment, with revenue composition: safety production monitoring products 51.26%, semiconductor packaging and testing equipment 44.79%, and others 3.95% [1] Financial Performance - As of August 29, 2025, Guangli Technology achieved operating revenue of 288 million yuan, a year-on-year increase of 20.63%, and a net profit attributable to shareholders of 25.18 million yuan, a year-on-year growth of 138.99% [2] - The company has distributed a total of 167 million yuan in dividends since its A-share listing, with 87.95 million yuan distributed over the past three years [3] Stock Performance - On September 10, Guangli Technology's stock price decreased by 2.04%, trading at 16.34 yuan per share, with a total market capitalization of 5.765 billion yuan [1] - Year-to-date, the stock price has increased by 26.67%, but it has declined by 6.74% in the last five trading days and by 1.74% in the last 20 days [1] Shareholder Information - As of August 29, 2025, the number of shareholders decreased by 9.55% to 28,000, while the average circulating shares per person increased by 10.55% to 8,847 shares [2] - As of June 30, 2025, Hong Kong Central Clearing Limited exited the list of the top ten circulating shareholders [3] Market Position - Guangli Technology is classified under the Shenwan industry category of machinery equipment - specialized equipment - energy and heavy equipment, and is associated with concepts such as sensors, semiconductors, integrated circuits, semiconductor equipment, and chip concepts [1]

| 证券代码：300480 | 证券简称：光力科技 | 公告编号：2025-060 | | --- | --- | --- | | 债券代码：123197 | 债券简称：光力转债 | | 光力科技股份有限公司 公司于近日收到李祖庆女士出具的《股份减持计划期限届满告知函》，现将 本次减持相关情况公告如下： 一、股东减持情况 | 李祖庆 | 集中竞价 | 2025 | 年 6 月 20 | 日至 | 17.87 | 47.30 | | 0.13% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 减持方式 | 2025 | 减持期间 年 9 月 | 5 日 | 减持均价 （元/股） | 减持股数 （万股） | 占扣除公司回购专 用账户股份数量后 总股本比例（%） | | 1、股东减持股份情况 注：本次减持股份来源系首次公开发行前已发行股份及权益分派转增股份。 2、股东本次减持前后持股情况 | 股东 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- ...

Group 1 - The core point of the news is that the controlling shareholder and actual controller of Guangli Technology, Zhao Tongyu, along with his concerted party Ningbo Wanfenglong Trading Co., Ltd., plan to reduce their shareholding in the company by up to 7,027,911 shares, which is 2.00% of the total share capital after excluding shares in the repurchase account [1] - Zhao Tongyu and Ningbo Wanfenglong Trading Co., Ltd. currently hold a combined total of 141,716,020 shares, representing 40.33% of the total share capital after excluding shares in the repurchase account [1] - The expected cash-out from this share reduction is approximately 129 million yuan, based on the closing price of 18.38 yuan per share on September 8 [1] Group 2 - Ningbo Wanfenglong Trading Co., Ltd. initially held 7.5 million shares, accounting for 8.15% of the total share capital [2] - Since June 19, 2019, Ningbo Wanfenglong Trading Co., Ltd. has cumulatively reduced its shareholding by 7.04 million shares, resulting in a total cash-out of approximately 96.31 million yuan [2] - A detailed table shows the historical share reduction activities, including the average reduction price, number of shares reduced, and cash amounts for each period [3]

| | | 9月9日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 固高科技 | 光远自动化和固丰拟减持合计不超1.51%股份 | | | 金力水磁 | 控股股东一致行动人赣州欣盛拟减持不超1%股份 | | | 光力科技 | 实控人赵彤宇及其一致行动人拟合计减持不超2%股份 | | | 立昂技术 | 九益稳健1号基金拟减持不超3%股份 | | | 迈赫股份 | 股东徐烟田、张韶辉拟减持合计不超1.446%股份 | | | 科德教育 | 实控人吴贤良拟减持不超1%股份 | | | 住木智能 | 文富投资拟减持不超1.59%股份 | | | 美联新材 | 董事、高管段文勇拟减持不超过97.95万股 | | | 三川智慧 | 三川集团拟减持不超3.00%股份 | | | 金陵体育 | 股东李剑峰、董事孙军拟减持合计不超1.45%股份 | | | 新泉股份 | 实控人之一唐志华拟减持不超2.00%股份 | | | 键凯科技 | 吴凯庭拟大宗交易减持不超过2%股份 | | | 精达股份 | 乔晓辉拟减持不超3%股份 | | 其他 | 德龙激光 | 异动 ...

Group 1 - The core point of the article is that Guangli Technology announced a plan for share reduction by its controlling shareholder Zhao Tongyu and his concerted party Ningbo Wanfenglong Trading Co., Ltd. [2] - The planned share reduction will occur through block trading and will not exceed 7,027,911 shares, which represents 2.00% of the total share capital after excluding shares in the company's repurchase special account [2] - The reduction is set to take place within three months starting from 15 trading days after the announcement date [2]

Core Viewpoint - The controlling shareholder and actual controller of Guangli Technology, Zhao Tongyu, along with his concerted party Ningbo Wanfenglong Trading Co., Ltd., plan to reduce their shareholding in the company through block trading, indicating a potential shift in ownership dynamics [1] Group 1 - The controlling shareholder Zhao Tongyu and Ningbo Wanfenglong Trading Co., Ltd. hold a total of 142 million shares, accounting for 40.33% of the total share capital after excluding shares in the company's repurchase account [1] - The planned reduction involves a maximum of 7.0279 million shares, representing 2% of the total share capital after excluding shares in the company's repurchase account [1] - The reduction is set to occur within three months after 15 trading days from the announcement date [1]

Core Viewpoint - The controlling shareholder and actual controller of Guangli Technology, Zhao Tongyu, along with his concerted party Ningbo Wanfenglong Trading Co., Ltd., plan to reduce their shareholding in the company through block trading within three months, following a 15 trading day period after the announcement [1] Group 1 - The controlling shareholder Zhao Tongyu and Ningbo Wanfenglong Trading Co., Ltd. hold a total of 141,716,020 shares, accounting for 40.33% of the total share capital after excluding shares in the company's repurchase account [1] - The planned reduction in shareholding is up to 7,027,911 shares, which represents 2.00% of the total share capital after excluding shares in the company's repurchase account [1]

智通财经APP讯，光力科技(300480.SZ)发布公告，公司控股股东、实际控制人赵彤宇先生及其一致行动 人宁波万丰隆贸易有限公司合计持有公司股份1.42亿股(占剔除公司回购专用账户股份数量后总股本的 40.33%)，计划在公告发布之日起15个交易日后的3个月内以大宗交易方式合计减持公司股份不超过 702.79万股(占剔除公司回购专用账户股份数量后总股本的2%)。 ...