盛弘股份公告，公司控股股东、实际控制人、董事长兼总经理方兴先生质押的425万股股份已解除质 押，占其所持股份的7.72%，占公司总股本的1.36%。本次解除质押后，方兴先生所持股份均未处于质 押状态。 ...

证券代码：300693 证券简称：盛弘股份 公告编号：2025-074 深圳市盛弘电气股份有限公司 证券代码：300693 证券简称：盛弘股份 公告编号：2025-074 | 方 | 4,250,000 | 0 | 0 | 0 | 0 | 55,067,389 | 17.60% | 0 | 0 | 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 兴 | | | | | | | | | | | 关于控股股东、实际控制人股份解除质押的公告 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"）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，获悉其质押的股份办理了解除质押 手续，具体事项如下： | | | | | 称 | | 名 | 东 | | 股 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 是 | | 动人 ...

Market Performance - The other power equipment sector increased by 4.22% on September 5, with Haidao Sichuang leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Highlights - Haidao Sichuang (688411) closed at 180.20, with a rise of 14.92% and a trading volume of 71,200 shares, amounting to 1.218 billion yuan [1] - Xizi Clean Energy (002534) saw a 10.01% increase, closing at 14.07 with a trading volume of 287,500 shares [1] - Zhongheng Electric (002364) and Kehua Data (002335) both rose by 10.00%, closing at 25.19 and 55.00 respectively [1] Capital Flow - The other power equipment sector experienced a net inflow of 1.119 billion yuan from main funds, while retail investors saw a net outflow of 888.7 million yuan [2] - The main funds showed significant net inflows in stocks like Kehua Data (1.92 million yuan) and Zhongheng Electric (1.72 million yuan) [3] Individual Stock Performance - Kehua Data (002335) had a main fund net inflow of 1.92 million yuan, but retail investors had a net outflow of 94.98 million yuan [3] - Zhongheng Electric (002364) also saw a main fund net inflow of 1.72 million yuan, with retail investors experiencing a net outflow of 74.10 million yuan [3] - Haidao Sichuang (688411) had a main fund net inflow of 7.09 million yuan, while retail investors faced a net outflow of 35.87 million yuan [3]

Group 1 - The company announced the convening of its second extraordinary general meeting of shareholders in 2025 on September 4, 2025 [2] - The meeting approved multiple proposals, including the proposal to change the registered capital and amend relevant articles [2]

Core Insights - The report by Ge Wu Zhi Sheng indicates that Shenzhen Shenghong Electric Co., Ltd. (referred to as "Shenghong Co." or "盛弘股份") is a leading player in the low-voltage power quality market, driven by technological innovation and deep industry engagement [1] Market Overview - The overall market size for low-voltage power quality in China is projected to reach 12.8 billion yuan in 2024, with expectations to grow to 15.28 billion yuan by 2028, driven by the dual trends of "scale expansion + structural upgrade" [1] - Key growth areas identified include industrial projects, data centers, and new energy generation [1] Competitive Landscape - Shenghong Co. is the only company in the industry with revenue from low-voltage power quality products exceeding 500 million yuan, solidifying its position in the first tier of the market [1] - The company has established itself as a preferred brand in high-end application fields such as semiconductors, data centers, and new energy generation [2] Product Development - Key products such as SVG, APF, and AVC are experiencing significant growth and are replacing traditional reactive power compensation devices [2] - Shenghong Co.'s products cover critical sectors including semiconductors, new energy generation, petrochemicals, hospitals, shipping, and rail transportation, demonstrating a strong presence across various application scenarios [2] Technological Advancements - Silicon carbide (SiC) technology is emerging as the latest trend in low-voltage power quality technology development in China [3] - Shenghong Co. has successfully developed and scaled SiC power quality products, achieving a 2% efficiency improvement and a 50% reduction in size compared to traditional silicon-based solutions [3] - The company is positioned as a preferred partner for national and provincial key projects, focusing on technological research and development to support the transition to a high-quality new power system [3]

北京市中伦（深圳）律师事务所 关于深圳市盛弘电气股份有限公司 2025 年第二次临时股东大会的 法律意见书 二〇二五年九月 法律意见书 北京市中伦（深圳）律师事务所 关于深圳市盛弘电气股份有限公司 2025 年第二次临时股东大会的 法律意见书 致：深圳市盛弘电气股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）、《上市公司股东会规则》 （下称"《股东会规则》"）和《深圳市盛弘电气股份有限公司章程》（下称"《公 司章程》"）的规定，北京市中伦（深圳）律师事务所（下称"本所"）接受深圳 市盛弘电气股份有限公司（下称"公司"）的委托，指派律师出席公司 2025 年第 二次临时股东大会（下称"本次股东会"），并就本次股东会的召集和召开程序、 召集人资格、出席和列席会议人员资格、表决程序及表决结果等事宜发表法律意 见。 本所及经办律师依据《中华人民共和国证券法》《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及公司 本次股东会所涉及的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原 则，进行了充分的核查验证，保证本法律意见所认定的事实真实、准确、完整， 所发表 ...

证券代码：300693 证券简称：盛弘股份 公告编号：2025-073 特别提示 1、本次会议无新提案提交表决，亦无否决或修改提案的情况； 2、本次股东大会不涉及变更前次股东大会决议。 一、召开会议的基本情况 2025 年第二次临时股东大会决议的公告 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。 1、会议届次：2025 年第二次临时股东大会 2、会议召集人：公司董事会 3、会议主持人：公司董事长方兴先生 深圳市盛弘电气股份有限公司 证券代码：300693 证券简称：盛弘股份 公告编号：2025-073 4、会议召开的合法性、合规性：经公司第四届董事会第八次会议审议，通 知召开 2025 年第二次临时股东大会。本次股东大会会议的召开符合相关法律、 行政法规、部门规章、规范性文件及《公司章程》的规定。 5、会议召开的日期，时间： （1）现场会议召开时间为：2025 年 9 月 4 日下午 14:30。 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 9 月 4 日 9:15-9:25，9:30-11:30，下午 13:00 至 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative increase in stock price of over 20% compared to the benchmark index within the next six months [6][11]. Core Views - The company's performance in the energy storage business has been below expectations, but there is optimism regarding the growth potential in the charging pile industry and the incremental growth from AIDC [3][4]. - The company reported a revenue of 1.36 billion yuan in 2025, a year-on-year decrease of 4.8%, with a net profit of 160 million yuan, down 12.9% year-on-year [3]. - The charging pile business showed a revenue of 630 million yuan in the first half of 2025, reflecting a year-on-year growth of 13.7%, despite a slight decline in gross margin [4]. - The energy storage segment experienced a significant revenue drop of 39% year-on-year, amounting to 280 million yuan in the first half of 2025, but there are expectations for stabilization as the company expands into overseas markets [4][5]. - The report highlights the positive performance of the power quality equipment segment, which generated 280 million yuan in revenue, an increase of 11.4% year-on-year, benefiting from the growth in high-end manufacturing sectors [5]. Summary by Sections Company Overview - The latest closing price is 36.78 yuan, with a total market capitalization of 11.5 billion yuan [2]. - The company has a total share capital of 313 million shares, with 269 million shares in circulation [2]. Financial Performance - The company’s revenue and net profit forecasts for 2025-2027 have been slightly adjusted downwards, with expected revenues of 3.52 billion yuan, 4.23 billion yuan, and 5.06 billion yuan respectively [6]. - The projected net profits for the same period are 520 million yuan, 630 million yuan, and 750 million yuan, with corresponding P/E ratios of 22, 18, and 15 [6][9]. Business Segments - The charging pile segment is expected to continue its high growth trajectory, supported by increasing infrastructure demand [4]. - The energy storage segment is anticipated to stabilize as the company enhances its product offerings and expands internationally [4][5]. - The power quality equipment segment is benefiting from the growth in AIDC and is expected to contribute positively to overall revenue [5].

Market Overview - The Shanghai Composite Index closed at 3738.32 points, below the five-day moving average, with a decline of 1.97% [1] - The total trading volume of A-shares reached 1618.67 billion yuan [1] Stock Performance - A total of 450 A-shares broke through the five-day moving average today [1] - Stocks with significant deviation rates include: - Runpu Food: 21.11% deviation, closing price 18.69 yuan, with a daily increase of 29.97% and turnover rate of 19.47% [1] - Zhengye Technology: 13.14% deviation, closing price 10.49 yuan, with a daily increase of 20.02% and turnover rate of 14.12% [1] - Hangzhou High-tech: 12.98% deviation, closing price 21.01 yuan, with a daily increase of 19.99% and turnover rate of 16.85% [1] Additional Notable Stocks - Other stocks with notable performance include: - Gais Food: 9.62% deviation, closing price 15.25 yuan, with a daily increase of 15.53% and turnover rate of 26.10% [1] - Huanlejia: 8.67% deviation, closing price 19.27 yuan, with a daily increase of 12.82% and turnover rate of 5.15% [1] - Haixia Environmental Protection: 7.49% deviation, closing price 6.66 yuan, with a daily increase of 10.08% and turnover rate of 5.01% [1]

Group 1 - The core viewpoint of the news is that Shenghong Co., Ltd. has seen a significant increase in its stock price, rising by 5.26% to 37.24 CNY per share, with a trading volume of 651 million CNY and a turnover rate of 6.69%, resulting in a total market capitalization of 11.649 billion CNY [1] - Shenghong Co., Ltd. specializes in the research, production, sales, and service of power electronic equipment, with its main business revenue composition being: electric vehicle charging equipment 46.42%, new energy power conversion equipment 20.82%, industrial supporting power supply 20.53%, battery testing and formation equipment 9.78%, and others 2.45% [1] Group 2 - The Southern CSI 1000 ETF (512100) has recently entered the top ten circulating shareholders of Shenghong Co., Ltd., holding 2.3037 million shares, which accounts for 0.86% of the circulating shares, with an estimated floating profit of approximately 4.2849 million CNY [2] - The Southern CSI 1000 ETF (512100) has a total asset scale of 649.53 billion CNY, with a year-to-date return of 24.03%, ranking 1748 out of 4222 in its category, and a one-year return of 62.92%, ranking 1228 out of 3783 [2]