民生证券股份有限公司 关于深圳市盛弘电气股份有限公司股东 向特定机构投资者询价转让股份的核查报告 民生证券股份有限公司（以下简称"民生证券"或"组织券商"）受委托担 任肖学礼（以下简称"出让方"）以向特定机构投资者询价转让（以下简称"本 次询价转让"）方式减持所持有的深圳市盛弘电气股份有限公司（以下简称"公 司"或"盛弘股份")首次公开发行前已发行股份的组织券商。 经核查，民生证券就本次询价转让的股东、出让方是否符合《深圳证券交易 所上市公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让 股份（2025 年修订）》（以下简称"《询价转让和配售指引》"）要求，本次询 价转让的询价、转让过程与结果是否公平、公正，是否符合《询价转让和配售指 引》的规定作出如下报告说明。 股东名称 截至 2025 年 5 月 14 日收盘持股数量（股） 持股比例 肖学礼 14,736,230 4.72% （二）本次询价转让数量 本次拟询价转让股数上限为 4,660,000 股，受让方获配后，本次询价转让情 况如下： | 转让股东名称 转让股份数量（股） | | 占总股本比例 | 占所持股份比例 | 转让股份来源 | ...

证券代码：300693 证券简称：盛弘股份 公告编号：2025-053 深圳市盛弘电气股份有限公司 股东询价转让结果报告书 股东肖学礼先生（简称"出让方"）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。 重要内容提示： ⚫ 本次询价转让的价格为 27.76 元/股，转让的股票数量为 4,660,000 股； ⚫ 公司控股股东、实际控制人、持股 5%以上的股东、董事及高级管理人员不 参与本次询价转让； ⚫ 本次询价转让不会导致公司控股股东、实际控制人发生变更，不会对上市 公司治理结构及持续经营产生重大影响； ⚫ 截至本公告披露日，上述询价转让已实施完毕。 一、出让方情况 （一）出让方基本情况 出让方委托民生证券股份有限公司（以下简称"民生证券"或"组织券商"） 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、占盛弘股份总股本 比例情况 ...

Investment Rating - The report maintains a "Buy" rating for the company, expecting a relative return of over 20% within the next six months [6][17]. Core Insights - The company is projected to achieve a revenue of 3.036 billion yuan in 2024, representing a year-over-year growth of 14.53%, with a net profit of 429 million yuan, up 6.49% year-over-year [1][4]. - The company's gross margin is expected to decline to 39.20% in 2024, down 1.81 percentage points year-over-year, while the net margin is projected to decrease to 13.98%, down 1.15 percentage points year-over-year [1][4]. - The company is focusing on expanding its product offerings and market coverage, particularly in energy storage and charging stations, while actively participating in AIDC construction [3][4]. Revenue Breakdown - The revenue from new energy power conversion equipment is expected to be 857 million yuan, down 5.80% year-over-year, with a gross margin of 29.64%, a decrease of 3.49 percentage points [2]. - Revenue from electric vehicle charging equipment is projected to reach 1.216 billion yuan, up 43.04% year-over-year, with a gross margin of 38.15%, down 1.46 percentage points [2]. - Industrial power supply revenue is expected to be 603 million yuan, up 13.11% year-over-year, with a gross margin of 54.23%, an increase of 0.58 percentage points [2]. Future Outlook - The company aims to develop products and technologies suitable for grid-side energy storage and is focusing on expanding its overseas market presence [3]. - In the charging station segment, the company plans to enhance product coverage in commercial vehicle scenarios and increase penetration in the fast-charging field [3]. - The industrial power supply segment is expected to benefit from the accelerated development of AIDC, with the company positioning itself as a comprehensive power solution provider for data centers [3][4]. Financial Projections - The company’s revenue forecast for 2025 is adjusted to 3.98576 billion yuan, with a net profit of 564.56 million yuan, reflecting a growth rate of 31.61% [4][11]. - The projected earnings per share (EPS) for 2025 is 1.80 yuan, with a price-to-earnings (P/E) ratio of 16.45 [4][11].

证券代码：300693 证券简称：盛弘股份 公告编号：2025-052 深圳市盛弘电气股份有限公司 股东询价转让定价情况提示性公告 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。 重要内容提示： ⚫ 根据 2025 年 5 月 15 日询价申购情况，初步确定的本次询价转让价格为 27.76 元/股。 ⚫ 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级 市场减持。受让方通过询价转让受让的股份，在受让后 6 个月内不得转让。 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为 27.76 元/股。 （二）参与本次询价转让报价的机构投资者家数为 20 家，涵盖了合格境外投 资者、基金管理公司、私募基金管理人、证券公司、保险公司等专业机构投资者。 参与本次询价转让报价的机构投资者合计有效认购股份数量为 1,710.80 万股， 对应的有效认购倍数为 3.67 倍。 （ ...

Core Viewpoint - Shenghong Co., Ltd. (300693) announced a preliminary inquiry transfer price of 27.76 yuan per share based on the inquiry subscription situation as of May 15, 2025 [1] Group 1 - The inquiry transfer will not be conducted through centralized bidding or block trading, and it does not fall under secondary market reduction [1] - The shares acquired through the inquiry transfer cannot be transferred by the acquirer within six months after the acquisition [1] - A total of 20 institutional investors participated in the inquiry transfer bidding, including qualified foreign investors, fund management companies, private fund managers, securities companies, and insurance companies [1] Group 2 - The total number of shares effectively subscribed by participating institutional investors was 17.108 million shares, corresponding to an effective subscription multiple of 3.67 times [1] - The proposed transfer of shares has been fully subscribed, with the preliminary determined acquirers being 10 institutional investors, intending to acquire a total of 4.66 million shares [1]

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 ...

民生证券股份有限公司 关于深圳市盛弘电气股份有限公司股东 向特定机构投资者询价转让股份 一、本次询价转让的委托 民生证券收到出让方关于本次询价转让的委托,委托民生证券组织实施本次 询价转让。 二、关于参与本次询价转让股东相关资格的核查情况 （一）核查过程 根据相关法规要求，民生证券对出让方的相关资格进行了核查。出让方已出 具《关于向特定机构投资者询价转让首次公开发行前已发行股份相关事宜的承诺 函》。民生证券已完成出让方资格核查工作，包括核查出让方身份证件、对出让 方进行访谈和问询，并收集相关核查文件。此外，民生证券还通过公开信息渠道 检索等手段对出让方资格进行了核查。 相关资格的核查意见 中国（上海）自由贸易试验区浦明路 8 号 民生证券股份有限公司（以下简称"民生证券"）受深圳市盛弘电气股份有 限公司（以下简称"盛弘股份")股东肖学礼（以下简称"出让方"）委托，组织 实施本次盛弘股份首发前股东向特定机构投资者询价转让（以下简称"本次询价 转让"）。 根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所创业板股票 上市规则（2025 年修订）》《深圳证券交易所上市公司自律监管指引第 18 号—— 股东及董 ...

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].

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]