Group 1 - The core stock price of Daye Intelligent as of August 18, 2025, is 7.73 yuan, reflecting an increase of 0.23 yuan or 3.07% from the previous trading day [1] - The trading volume on the same day was 202,700 hands, with a total transaction amount of 156 million yuan [1] - Daye Intelligent specializes in the research, production, and sales of smart grid equipment, with main products including smart distribution terminals and smart electricity terminals [1] Group 2 - As of the announcement date, Daye Intelligent and its subsidiaries have no ongoing external guarantees, no overdue guarantees, and no amounts related to litigation guarantees or losses due to guarantee judgments [1]

本次提供担保后，公司对资产负债率超 70%的单位担保金额超过公司最近 一期经审计净资产 50%，提请投资者充分关注担保风险。 一、担保情况概述 证券代码：300670 证券简称：大烨智能 公告编号：2025-027 江苏大烨智能电气股份有限公司 关于提供担保的进展公告 本公司及全体董事会成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者遗漏。 特别提示： 为进一步拓宽融资渠道，优化融资结构，保障江苏大烨智能电气股份有限 公司（以下简称"公司"）及子公司正常生产经营等活动的资金需求，公司分别 于 2025 年 4 月 24 日、2025 年 5 月 16 日召开了第四届董事会第九次会议以及 2024 年年度股东大会，审议通过了《关于 2025 年度公司及子公司申请综合授信额度 并提供担保的议案》，同意 2025 年度公司及子公司向银行或其他金融机构申请 不超过人民币 12 亿元综合授信额度，同意公司及子公司对公司合并报表范围内 的公司向上述综合授信额度事项提供总额度不超过人民币 10 亿元的担保（即单 日最高担保余额不超过 10 亿元），包括本公司对子公司、子公司相互间及子公 司对本公司担保 ...

律、行政法规、部门规章、规范性文件和《江苏大烨智能电气股份有限公司章程》 的有关规定。 二、董事会会议审议情况 假记载、误导性陈述或者遗漏。 一、董事会会议召开情况 第四届董事会第十次会议通知于 2025 年 8 月 4 日通过专人送达、电话通知及电 子邮件等方式送达至各位董事。 式召开。 席了本次董事会。 证券代码：300670 证券简称：大烨智能 公告编号：2025-025 江苏大烨智能电气股份有限公司 本公司及全体董事会成员保证信息披露的内容真实、准确和完整，没有虚 （一）审议通过《关于转让产业投资基金份额的议案》 审议过程：经审议，公司董事会同意将公司已实缴的 3,700 万元南京金体创 业投资合伙企业（有限合伙）的基金份额作价 3,959 万元转让给上海国泰君安创 新股权投资母基金中心（有限合伙）。交易价格公允，符合有关法律、法规的规 定。 具体情况详见公司发布于证监会指定信息披露网站巨潮资讯网 （www.cninfo.com.cn）上的《关于转让产业投资基金份额的公告》。 表决结果：同意 5 票，反对 0 票，弃权 0 票，议案通过。 三、备查文件 特此公告。 江苏大烨智能电气股份有限公司 董事会 ...

江苏大烨智能电气股份有限公司 证券代码：300670 证券简称：大烨智能 公告编号：2025-025 第四届董事会第十次会议决议公告 本公司及全体董事会成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者遗漏。 一、董事会会议召开情况 1、江苏大烨智能电气股份有限公司（以下简称"公司"或"大烨智能"） 第四届董事会第十次会议通知于 2025 年 8 月 4 日通过专人送达、电话通知及电 子邮件等方式送达至各位董事。 2、本次董事会于 2025 年 8 月 11 日上午 9:30 在公司会议室以现场会议的方 式召开。 3、本次董事会应出席董事 5 名，实际出席董事 5 名。 4、本次董事会由董事长陈杰先生召集并主持，公司监事和高级管理人员列 席了本次董事会。 5、本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法 律、行政法规、部门规章、规范性文件和《江苏大烨智能电气股份有限公司章程》 的有关规定。 二、董事会会议审议情况 （一）审议通过《关于转让产业投资基金份额的议案》 审议过程：经审议，公司董事会同意将公司已实缴的 3,700 万元南京金体创 业投资合伙企业（有限合伙）的基金份 ...

证券代码：300670 证券简称：大烨智能 公告编号：2025-026 江苏大烨智能电气股份有限公司 一、本次交易概述 为优化公司投资结构，增强资产流动性，公司于近日召开第四届董事会第十 次会议，审议通过了《关于转让产业投资基金份额的议案》，同意公司与上海国 泰君安创新股权投资母基金中心（有限合伙）（以下简称"国君创投"）签署《财 产份额转让协议》，将公司持有的南京金体创业投资合伙企业（有限合伙）（以 下简称"南京金体"）3,700 万元基金份额（已全部实缴）作价 3,959 万元转让 给国君创投，本次转让完成后，公司仍作为有限合伙人持有南京金体 1,300 万元 基金份额。 根据《深圳证券交易所创业板股票上市规则》等相关法律法规及《公司章程》 的相关规定，本次转让事项在公司董事会审议权限范围内，无需提交股东大会审 议，本次转让事项不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 二、交易对方的基本情况 企业名称：上海国泰君安创新股权投资母基金中心（有限合伙） 企业类型：有限合伙企业 成立日期：2020-01-03 统一社会信用代码：91310000MA1FL73H48 关于转让 ...

Core Viewpoint - The steel and photovoltaic sectors experienced significant market movements due to news of production cuts, with steel stocks surging and photovoltaic companies responding to planned production reductions. Steel Sector - The steel sector saw a substantial rally, with stocks like Shengde Xintai rising by 17% and several others hitting the daily limit up [3][6] - Chongqing Steel's stock surged over 90% at one point during the trading session, reflecting strong market sentiment [4][6] - Reports indicate that approximately half of the steel mills in Tangshan received notifications regarding production cuts, which could reduce daily output by 30,000 tons [6][9] - The China Iron and Steel Association is set to hold a meeting to discuss the industry's progress and challenges, indicating a focus on future strategies [6] Marine Economy - The marine economy sector showed strong performance, with stocks like Klete and Deepwater Haina hitting their daily limit up [7][9] - The Central Financial Committee emphasized the importance of high-quality development in the marine economy, which is expected to attract more investment and policy support [8][9] Photovoltaic Sector - The photovoltaic industry saw significant gains, with stocks like Xiuchang and Daye Intelligent reaching their daily limit up [10][12] - Major photovoltaic glass manufacturers are planning a collective production cut of 30% starting in July, which is expected to help stabilize the market [11][12] - Analysts suggest that the demand for photovoltaic products may weaken in the second half of the year, prompting companies to adjust their production strategies [12]

Core Viewpoint - The article highlights the significant market movements in the steel and photovoltaic sectors, driven by news of production cuts and environmental regulations in Tangshan, as well as collective production reductions in the photovoltaic glass industry [1][7][13]. Steel Sector - The steel sector experienced a substantial surge, with stocks like Shengde Xintai rising by 17% and several others reaching their daily limit [4][5]. - The market is reacting to reports of increased environmental production cuts in Tangshan, with approximately half of the steel mills indicating they received notifications regarding these measures [7]. - If the production cut policies are strictly enforced, the capacity utilization rate could drop from 83% to 70%, leading to a daily reduction of 30,000 tons in sintering ore production [7]. - The China Iron and Steel Association is set to hold a meeting to discuss the industry's progress and challenges, indicating a focus on future strategies [7]. Marine Economy - The marine economy sector saw strong performance, with stocks like Kelaite and Deepwater Haina hitting their daily limits [9][10]. - A recent meeting emphasized the importance of high-quality development in the marine economy, focusing on innovation, policy support, and the involvement of social capital [11]. - The deep-sea technology industry is identified as a key area for growth, with increasing demand for deep-sea materials and equipment [12]. Photovoltaic Sector - The photovoltaic industry saw a notable rise, with stocks like Xiuchang and Daye Intelligent reaching their daily limits [14][15]. - Reports indicate that leading photovoltaic glass companies plan to collectively reduce production by 30%, which is expected to support sustainable industry development [16]. - The industry is currently facing pressure with prices falling below cash cost lines, prompting a need for supply-side reforms [16].

Group 1 - The marine engineering equipment sector has experienced a surge, with notable stocks such as Klete rising over 27% and several others reaching their daily limit up [1][2] - The significant price increases in stocks like Deepwater Haina and Daye Intelligent, both hitting the 20% limit up, indicate strong market interest and potential investment opportunities [1][2] - The overall market capitalization of these companies reflects their growing importance in the marine economy, with Klete's market cap at 4.066 billion and Deepwater Haina at 3.84 billion [2] Group 2 - The Central Financial Committee emphasized the need for high-quality development of the marine economy, focusing on innovation, efficient collaboration, and industrial upgrades [3][4] - There is a push for increased policy support and social capital involvement in the marine economy, highlighting the strategic importance of marine technology and the development of leading enterprises [4][5] - The meeting underscored the importance of marine ecological protection and the need for comprehensive management of key marine areas, which could impact future investments in marine-related sectors [5][6] Group 3 - The deep-sea economy is anticipated to experience a "second wave" of growth, following a previous surge in March, driven by supportive policies and market interest [8][11] - Historical performance shows significant gains in deep-sea technology stocks, with Klete and others experiencing substantial increases, indicating a potential for future profitability [8][11] - Analysts suggest that deep-sea technology, still in its early commercialization phase, may follow a trajectory similar to that of the low-altitude economy, leading to further market opportunities [11][12]

Core Viewpoint - The marine economy sector is experiencing significant growth, driven by strong performance in sub-sectors such as deep-sea technology and marine engineering equipment, with several stocks reaching their daily limit up [1][2]. Group 1: Marine Economy Sector Performance - As of July 2, marine economy concept stocks are on the rise, with companies like Deepwater Haina and Daye Intelligent hitting a 20% limit up, and others like Juyi Sogou and Shenkai Co. also reaching their daily limit up [1]. - Multiple stocks, including Guolian Aquatic Products and Zhongke Haixun, have seen increases of over 10% [1]. Group 2: Policy Support for Marine Economy - The Central Financial Committee's sixth meeting emphasized the need for high-quality development of the marine economy, advocating for enhanced top-level design and increased policy support [2]. - There is a call to improve independent innovation capabilities in marine technology and to cultivate leading marine technology enterprises and specialized small and medium-sized enterprises [2]. - The meeting highlighted the importance of developing offshore wind power, modern deep-sea fishing, marine biomedicine, and marine cultural tourism, as well as promoting high-quality development in the shipping industry [2]. - It also stressed the need for research on bay economic development planning and the optimization of coastal port clusters [2]. - Environmental protection measures are to be strengthened, including comprehensive management of key sea areas and exploration of marine carbon accounting [2]. - The importance of participating in global marine governance and enhancing global marine scientific research and blue economy cooperation was also noted [2].

证券代码：300670 证券简称：大烨智能 公告编号：2025-024 江苏大烨智能电气股份有限公司 关于实际控制人部分股份质押的公告 本公司及全体董事会成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者遗漏。 江苏大烨智能电气股份有限公司（以下简称"公司"）近日接到公司实际控 制人陈杰先生的通知，获悉其所持有的部分股份办理了质押业务，具体情况如下： 一、股东股份质押基本情况 （一）本次股份质押基本情况 | 股 | 是否为控 | | | | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 股股东或 | | 占其所 | 占公司 | 是否 | 为补 | | | | 质押 | | 名 | 第一大股 | 本次质押数量 | 持股份 | 总股本 | 为限 | 充质 | 质押起始日 | 质押到期日 | 质权人 | 用途 | | | 东及其一 | | 比例 | 比例 | 售股 | | | | | | | 称 | 致行动人 | | | | | 押 | | | | | | | | ...