证券代码：300693 证券简称：盛弘股份 公告编号：2025-051 深圳市盛弘电气股份有限公司 股东询价转让计划书 股东肖学礼先生保证向深圳市盛弘电气股份有限公司（简称"盛 弘股份"或"本公司"）提供的信息内容不存在任何虚假记载、误导 性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律 责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 （一）出让方的名称、持股数量、持股比例 出让方委托民生证券股份有限公司（以下简称"民生证券"）组织实施盛弘 股份首发前股东询价转让（以下简称"本次询价转让"）。截至 2025 年 5 月 14 日，出让方所持首发前股份的数量、占总股本比例情况如下： | 股东名称 | 持股数量（股） | 占总股本的比例 | | | --- | --- | --- | --- | | 肖学礼 | 14,736,230 | | 4.72% | 注：以上数据按剔除回购专用账户股份后的公司股本总数 312,042,673 股计 算。 1 重要内容提示： ⚫ 拟参与盛弘股份首发前股东询价转让的股东为肖学礼先生（以下简称"出 让方"）； ⚫ 出让方拟转让股份总数为4 ...

Investment Rating - The investment rating for the electric power equipment industry is "Outperform the Market" [2][6]. Core Viewpoints - The recent US-China trade talks have resulted in significant tariff reductions, which are expected to positively impact the electric new energy sector's exports to the US. Key affected areas include the power battery supply chain, photovoltaic inverters, energy storage batteries, AIDC equipment, grid equipment, consumer lithium batteries, and wind power components. These sectors are anticipated to experience a recovery and acceleration in shipments to the US starting from May [4][5][6]. - The agreement reached during the talks includes the US committing to cancel 91% of tariffs imposed on Chinese goods and modifying 34% of reciprocal tariffs, with a 90-day suspension on 24% of these tariffs. Similarly, China will cancel 91% of its retaliatory tariffs on US goods and suspend 24% of the reciprocal tariffs for 90 days [3][6]. Summary by Relevant Sections - **Tariff Changes**: The US will cancel 91% of tariffs on Chinese goods and modify 34% of reciprocal tariffs, while China will cancel 91% of retaliatory tariffs and suspend 24% of reciprocal tariffs for 90 days [3][6]. - **Market Impact**: The agreement is expected to benefit companies in the electric new energy sector, particularly those involved in the power battery and energy storage battery supply chains, such as Ningde Times, Keda Li, and Xinjubang. Other companies to watch include Sunshine Power, Shenghong Co., and Megmeet [4][7]. - **Market Demand**: The US accounts for 10-15% of global power battery market demand, 30-40% of large energy storage market demand, and 10% of the global photovoltaic market demand. The successful conclusion of the trade talks is expected to enhance the short-term and long-term development prospects for various sectors [7].

Group 1 - The core viewpoint of the articles highlights that over twenty chairpersons of energy storage companies in the A-share market have annual salaries exceeding one million yuan, with nearly half of these companies experiencing year-on-year salary growth [1][2] - The top ten highest-paid chairpersons in the energy storage sector for 2024 include prominent figures such as Wang Chuanfu from BYD, Nan Cunhui from Chint Electric, and Zeng Yuqun from CATL, with salaries ranging from 765.50 million yuan to 225.83 million yuan [1][2] - Among the top ten chairpersons, 70% experienced a year-on-year salary increase, with the fastest-growing salaries seen in companies like Funeng Technology and Xinnengda, both exceeding a 50% increase [2] Group 2 - CATL reported a revenue of 362.01 billion yuan for 2024, a decrease of 9.70% year-on-year, while its net profit attributable to shareholders reached 50.75 billion yuan, marking a 15.01% increase, translating to a daily profit of 139 million yuan [2] - Zeng Yuqun, despite being among the top three highest-paid chairpersons, saw a decline in his salary to 5.743 million yuan, down 10.36% from 6.4065 million yuan in 2023 [2]

证券代码：300693 证券简称：盛弘股份 公告编号：2025-050 深圳市盛弘电气股份有限公司 关于控股股东、实际控制人部分股份解除质押的公告 公司控股股东、实际控制人股东方兴先生保证向公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露人提供的信 息一致。 深圳市盛弘电气股份有限公司（以下简称"公司"）近日接到公司控股股东、 实际控制人、董事长、总经理方兴先生通知，获悉其质押的部分股份办理了解除 质押手续，具体事项如下： 一、本次股东股份解除质押的情况 | 股 | 是否为控股 | 本次解除质 | 占其 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 股东或第一 | 押股份数量 | 所持 | 占公司总 | 质押起 | 质押解 | 质权人 | | 名 | 大股东及其 | （股） | 股份 | 股本比例 | 始日 | 除日 | | | 称 | 一致行动人 | | 比例 | | | | | | 方兴 | 是 | 5,000,000 | 8.92% | 1.60% ...

Market Overview - The Shanghai Composite Index is at 3305.11 points, below the six-month moving average, with a change of 0.80% [1] - The total trading volume of A-shares is 646.819 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 272 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Zhongcheng Technology: 14.42% deviation, with a price increase of 14.99% [1] - Oulutong: 10.01% deviation, with a price increase of 11.78% [1] - Jiusheng Electric: 9.22% deviation, with a price increase of 19.97% [1] Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Yongdong Co., Sumeida, and Yuhua Tian, which have just crossed the six-month line [1] Additional Stocks with Notable Performance - Other stocks with notable performance include: - Benlang New Materials: 8.45% deviation, with a price increase of 10.35% [1] - Quanzhu Co.: 8.00% deviation, with a price increase of 9.85% [1] - Chuanrun Co.: 7.95% deviation, with a price increase of 10.03% [1]

Core Points - The current season is marked by the implementation of dividend distribution plans among listed companies, with 6 companies executing their plans today [1] - A total of 3,669 companies have announced distribution plans for the 2024 fiscal year, with 3,664 of them including cash dividends, amounting to a total cash payout of 1.64 trillion yuan [1] - There are 346 companies that have included stock transfers in their distribution plans for 2024 [1] Dividend Implementation Details - Important dates for investors focusing on dividends include the ex-dividend date and the record date, with 129 companies having already implemented their distribution plans [1] - Investors interested in dividends may consider "抢权" (rights grabbing) before the record date, which is the last trading day to qualify for the current dividend [1] - Today, 6 companies have their record date, with 5 of them offering cash dividends of 1 yuan (after tax) or more per 10 shares [1] Specific Company Data - 嘉益股份 offers the highest cash dividend of 30.00 yuan per 10 shares, followed by 盛弘股份 and 恒帅股份 with 5.00 yuan and 4.00 yuan respectively [1][2] - 恒帅股份 and 嘉益股份 also have the highest stock transfer ratio of 4.00 shares per 10 shares among the companies implementing dividends today [2] - A summary of companies with their respective cash dividends, stock transfers, latest closing prices, and recent price changes is provided, highlighting 嘉益股份's recent performance with a 5.18% increase [2]

Core Viewpoint - The rapid charging industry is poised for significant growth due to the increasing maturity of high-voltage fast charging technology and the ongoing demand for efficient charging solutions in the electric vehicle market [1][3]. Industry Summary - There is a substantial gap in charging infrastructure, with a projected 31.4 million electric vehicles in China by the end of 2024, representing a year-on-year growth of 53.85%. The current vehicle-to-charging pile ratio stands at 2.4:1, indicating a persistent supply-demand gap for charging stations [2]. - Enhancing battery energy density and reducing charging time are critical to alleviating range anxiety among electric vehicle users. High-power fast charging is identified as the most effective solution to address these concerns [2]. - The current public charging infrastructure predominantly features low-power charging stations, highlighting the need for increased fast charging capabilities to unlock the full potential of the electric vehicle market [2]. Technology Summary - High-voltage fast charging technology is emerging as the mainstream solution for rapid energy replenishment, offering advantages such as a larger state of charge (SOC) range, higher peak charging power, lower technical difficulty, and more controllable costs compared to traditional high-current fast charging [1][3]. - The penetration of high-voltage fast charging vehicles in the mid-to-high-end market is steadily increasing, with leading automotive companies accelerating the launch of such models [3]. - The next 2-3 years are expected to see high-voltage platforms become standard in mid-to-high-end electric vehicles, with further penetration into the mainstream market [3]. Infrastructure and Component Upgrades - The development of high-voltage fast charging necessitates systematic upgrades across the entire industry chain, from electric vehicle components to charging stations and the power grid [3]. - Increased demand for high-power charging modules and enhanced thermal management requirements, such as liquid cooling technology, are anticipated at the charging station level [3]. - At the vehicle level, there will be higher demands for high-voltage components, with trends indicating a shift from IGBT to SiC power devices, alongside upgrades in safety performance and battery material systems [3]. Investment Opportunities - The fast charging sector is expected to experience rapid growth driven by strong policy support, technological advancements, and increasing market demand. Key companies to watch in the high-voltage fast charging industry include Shenghong Co., Ltd. (300693), Wolong Nuclear Material (002130), CATL (300750), Tiannai Technology (688116), and Hongfa Technology (600885) [4].

Investment Rating - The report maintains a "Buy" rating for the company [4] Core Views - The company achieved steady revenue growth in Q1 2025, with operating income of 604 million yuan, a year-on-year increase of 0.87%, but a quarter-on-quarter decrease of 35.77%. The net profit attributable to the parent company was 73 million yuan, up 9.87% year-on-year but down 53.98% quarter-on-quarter [1] - The company's gross margin improved slightly to 39.61%, an increase of 0.07 percentage points year-on-year, while the net profit margin rose to 11.8%, up 0.83 percentage points year-on-year, primarily due to a decrease in the sales expense ratio [2] - The AIDC business is expected to contribute additional growth, driven by the rapid development of AI and the expansion of data centers, where the company provides essential power quality products [2] - The company's charging pile business is accelerating its overseas expansion, having received multiple international certifications and forming strategic partnerships to enhance its presence in the North American market [3] Summary by Relevant Sections Financial Performance - In Q1 2025, the company reported operating income of 604 million yuan, a year-on-year increase of 0.87% and a quarter-on-quarter decrease of 35.77%. The net profit attributable to the parent company was 73 million yuan, up 9.87% year-on-year but down 53.98% quarter-on-quarter [1] - The gross margin for Q1 2025 was 39.61%, with a net profit margin of 11.8%, reflecting improvements in profitability metrics [2] Business Outlook - The AIDC business is positioned to drive additional revenue growth, supported by the increasing demand for data center infrastructure as AI technology advances [2] - The company has accelerated its overseas charging pile business, achieving various international certifications and establishing strategic partnerships to enhance its market reach [3] Profit Forecast and Valuation - The report adjusts the profit forecasts for 2025-2026 downwards by 15% and 18% respectively, while adding a new forecast for 2027, projecting net profits of 554 million, 687 million, and 819 million yuan for 2025, 2026, and 2027 respectively, with corresponding P/E ratios of 16, 13, and 11 times [3]

下新财富金 八届新财富最佳IR港股公 评选结果 | 排序 | 证券代码 | 证券简称 | 董秘姓名 | | --- | --- | --- | --- | | 1 | 002600 | 领益智造 | 郭瑞 | | 2 | 300693 | 盛弘股份 | 胡天舜 | | 3 | 002518 | 科士达 | 范涛 | | 4 | 002466 | 天齐锂业 | 张文宇 | | 5 | 600516 | 方大炭素 | 庄際茹 | | 6 | 002599 | 盛運股份 | 肖薇 | | 7 | 301021 | 英诺激光 | 张勇 | | 8 | 603612 | 索通发展 | 袁钢 | | 0 | 300545 | 联得装备 | 刘雨晴 | | 10 | 000960 | 辑小略份 | 橘佳性 | | 11 | 002335 | 科华数据 | 林靜 | | --- | --- | --- | --- | | 12 | 002902 | 铭普光磁 | 王妃娜 | | 13 | 002973 | 保银股份 | 李睿希 | | 14 | 301327 | や宝新能 | 王秋蓉 | | 15 | 001696 | 宗申 ...

证券代码：300693 证券简称：盛弘股份 公告编号：2025-049 深圳市盛弘电气股份有限公司 关于使用闲置自有资金进行现金管理的进展公告 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。 深圳市盛弘电气股份有限公司（以下简称"公司"或"盛弘股份"）于 2024 年 10 月 24 日召开了第四届董事会第四次会议，审议通过了《关于使用闲置自有资金进 行现金管理的议案》。公司及全资子公司在确保不影响正常生产经营的情况下，拟使 用 50,000 万元闲置自有资金进行现金管理，使用期限为自董事会审议通过之日起 12 个月，在上述额度内，资金可滚动使用。具体内容详见公司于 2024 年 10 月 26 日在 巨潮资讯网（www.cninfo.com.cn）披露的《关于使用闲置自有资金进行现金管理的 公告》（公告编号：2024-089）。 在审批额度范围内，授权董事长或由董事长授权人员行使该项投资决策权并签署 相关合同文件，由财务部负责组织实施。 根据董事会授权，公司于近日使用闲置自有资金 5,000 万元购买了大额存单，现 将具体情况公告如下： 2、针对投资风险，公 ...