证券代码：300786 证券简称：国林科技 公告编号：2025-100 购贷款等方式筹集资金。若本次交易能顺利完成，目标公司将成为公司的控股子 公司。公司已与相关股东签署了《框架协议》，具体内容详见公司于 2025 年 9 月 29 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于筹划重大资产重 组暨签署框架协议的提示性公告》（公告编号：2025-093）。 二、本次交易实施进展 青岛国林科技集团股份有限公司 关于筹划重大资产重组的进展公告 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 性陈述或者重大遗漏。 特别提示： 青岛国林科技集团股份有限公司（以下简称"公司"或"上市公司"）正在筹 划以现金方式购买新疆凯涟捷石化有限公司（以下简称"凯涟捷"或"目标公司"）部 分股东持有的目标公司91.07%的股权（以下简称"本次交易"）。公司本次交易 资金来源拟运用自有资金并结合银行并购贷款等方式筹集资金。本次交易前，公 司未持有目标公司的股份；本次交易完成后，公司将取得目标公司的控制权，目 标公司将成为公司的控股子公司。 2025 年 9 月 29 日，公 ...

Core Viewpoint - Guolin Technology has leveraged its technological advantages in ozone mechanism research to develop specialized ozone generators for the semiconductor industry, which can also serve the display panel and photovoltaic sectors [1] Group 1: Company Overview - Guolin Technology's subsidiary, Guolin Semiconductor, has created high-concentration, high-purity, and highly reliable ozone generators [1] - The company provides ozone equipment tailored for industries such as semiconductors, display panels, and photovoltaics [1] Group 2: Product Applications - The main products and application areas of the company can be referenced on its official website and periodic reports [1]

Core Viewpoint - Guolin Technology's semiconductor division has developed ozone generators and various functional water devices that can be applied in the storage chip sector, with stability in concentration exceeding specified indicators [1] Group 1 - Guolin Technology responded to investor inquiries on November 27 regarding its semiconductor products [1] - The ozone generators and functional water devices are specifically designed for applications in the storage chip industry [1] - The concentration stability of these products is reported to be higher than the relevant indicators [1]

Group 1 - The core viewpoint of the article is that Guolin Technology's ozone generators and various functional water devices are applicable in the cleaning and film deposition processes of storage chip manufacturing [2] Group 2 - Guolin Technology responded to investor inquiries on November 27, indicating the relevance of their products in semiconductor manufacturing [2]

Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 386 million yuan, a year-on-year increase of 11.81% [1] - The net profit attributable to shareholders was -17.73 million yuan, compared to -35.33 million yuan in the same period last year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -24.60 million yuan, an improvement from -39.16 million yuan year-on-year [1] - The net cash flow from operating activities was -8.23 million yuan, compared to -34.18 million yuan in the same period last year [1] Future Projections - For 2024, the company is projected to achieve operating revenue of 493 million yuan, a year-on-year increase of 23.33% [1] - The net profit attributable to shareholders is expected to be -49.96 million yuan, worsening from -29.14 million yuan in the previous year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be -54.84 million yuan, compared to -29.34 million yuan last year [1] - The net cash flow from operating activities is expected to be -30.23 million yuan, compared to -16.89 million yuan in the same period last year [1] Fundraising Activities - The company was listed on the Shenzhen Stock Exchange on July 23, 2019, raising a total of 343.67 million yuan from the public offering of 13.35 million shares at a price of 26.02 yuan per share [1] - After deducting issuance costs of 38.87 million yuan, the net amount raised was 308.50 million yuan [1] - The total amount raised from two fundraising activities is calculated to be 707 million yuan [3] Underwriting Information - The company's sponsor (lead underwriter) is Huafu Securities Co., Ltd., with representatives Huang Lei and Liu Shuli [2] - The underwriting and sponsorship fees amounted to 26.31 million yuan [2] - In the stock issuance announcement on August 23, 2021, the total amount raised was approximately 360 million yuan, with issuance costs totaling about 9.26 million yuan [2]

Core Viewpoint - The company emphasizes its commitment to independent innovation in the semiconductor-specific ozone equipment sector, ensuring technological independence and advantages in domestic production [1] Group 1 - The company maintains a fully self-researched and manufactured supply chain in the semiconductor ozone equipment field [1] - The company plans to strengthen its market position through technological upgrades, process optimization, and product line expansion in response to international competition [1]

Group 1 - The company, Guolin Technology, reported that as of November 20, 2025, the total number of shareholders (including both ordinary accounts and margin trading accounts) is 25,543 [2]

Market Overview - The environmental equipment sector experienced a decline of 0.93% on November 19, with Yaguang Co. leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, down 0.0% [1] Stock Performance - Notable gainers in the environmental equipment sector included: - *ST Qingyan: closed at 18.30, up 6.33% with a trading volume of 24,200 shares [1] - Qinda Environmental: closed at 28.82, up 6.11% with a trading volume of 38,700 shares [1] - Jiuwu High-Tech: closed at 31.73, up 4.79% with a trading volume of 113,500 shares [1] - Major decliners included: - Yaguang Co.: closed at 20.18, down 4.63% with a trading volume of 49,000 shares [2] - Bixing Wulian: closed at 23.24, down 4.32% with a trading volume of 8,642 shares [2] - Farsen: closed at 4.61, down 3.96% with a trading volume of 157,300 shares [2] Capital Flow - The environmental equipment sector saw a net outflow of 138 million yuan from institutional investors, while retail investors experienced a net inflow of 96.75 million yuan [2] - Key stocks with significant capital flow included: - Guolin Technology: net inflow of 24.95 million yuan from institutional investors [3] - Jiuwu High-Tech: net inflow of 15.65 million yuan from institutional investors [3] - Qinda Environmental: net inflow of 450,890 yuan from institutional investors [3]

Group 1 - The core viewpoint of the article is that Guolin Technology (300786) has disclosed its shareholder count, indicating a total of 25,388 shareholders as of November 10, 2025, which includes both ordinary accounts and margin trading accounts [1]

Core Insights - The environmental equipment sector experienced a slight increase of 0.16% on November 13, with Henghe Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Environmental Equipment Sector Performance - Henghe Co., Ltd. saw a closing price of 28.18, with a significant increase of 8.43% and a trading volume of 31,900 shares, amounting to 87.56 million yuan [1] - Other notable performers included Jiuwu Gaoke with a closing price of 30.40, up 3.47%, and Meai Technology at 46.79, up 3.20% [1] - The sector also included companies like Guolin Technology and Huahong Technology, which saw minor increases of 1.31% and 0.99%, respectively [1] Capital Flow Analysis - The environmental equipment sector experienced a net outflow of 128 million yuan from institutional investors, while retail investors contributed a net inflow of 133 million yuan [2] - The data indicates that while institutional funds were withdrawn, retail participation remained strong, suggesting differing investor sentiment [2] Individual Stock Capital Flow - Yingfeng Environment had a net inflow of 24.61 million yuan from institutional investors, while it faced a net outflow of 8.09 million yuan from speculative funds [3] - Other companies like Chuangyuan Technology and Meai Technology also showed mixed capital flows, with varying degrees of net inflows and outflows from different investor categories [3]