Group 1 - The company expects a significant increase in net profit attributable to shareholders, projecting a growth of 92% to 122% for the first half of 2025, with estimated profits between 64 million and 74 million yuan compared to 33.27 million yuan in the same period last year [1][2] - The net profit after deducting non-recurring gains and losses is expected to grow by 44% to 76%, with estimated profits between 43.76 million and 53.76 million yuan, up from 30.49 million yuan in the previous year [1][2] - The anticipated operating revenue for the first half of 2025 is 1.507 billion yuan, representing a year-on-year increase of 60.64% [2] Group 2 - The performance improvement is attributed to a recovery in demand in the consumer electronics market, leading to increased operating revenue and net profit [2] - The company has successfully achieved mass production of new products, including cleaning robots, smart security systems, and energy storage systems, contributing to additional revenue and profit [2] - Non-recurring gains and losses are expected to impact net profit by approximately 2.02437 million yuan, primarily from government subsidies [3] Group 3 - In 2024, the company reported an operating revenue of 2.213 billion yuan, a year-on-year increase of 16.26%, while the net profit attributable to shareholders decreased by 40.45% to 76.69 million yuan [4] - The net profit after deducting non-recurring gains and losses for 2024 was 73.85 million yuan, reflecting a decline of 32.95% compared to the previous year [4] - The basic earnings per share for 2024 were reported at 0.29 yuan [4] Group 4 - The company, established on July 15, 2009, is located in the industrial park of Anfu County, Ji'an City, Jiangxi Province, and specializes in customized design and production of electronic signal transmission products and other consumer electronics [6]

Mergers and Acquisitions - Sinochem International plans to acquire 100% equity of Nantong Xingchen Synthetic Material Co., Ltd. from China BlueStar (Group) Co., Ltd. The transaction is not expected to constitute a major asset restructuring as per the regulations and will not lead to a change in the actual controller of the company [1] - *ST Weier intends to pay cash of 546 million yuan to purchase 51% of the shares of Shanghai Zijiang New Material Technology Co., Ltd., which amounts to 30,298,300 shares [2] Earnings Forecast - China Galaxy expects a net profit attributable to shareholders of approximately 6.362 billion to 6.801 billion yuan for the first half of 2025, representing a year-on-year growth of 45% to 55% compared to 4.388 billion yuan in the same period last year [3] - Haineng Industrial anticipates a net profit attributable to shareholders of 64 million to 74 million yuan for the first half of 2025, with a year-on-year growth of 92% to 122%, and expects revenue of 1.507 billion yuan, a 60.64% increase from the previous year [4] - Daoshi Technology forecasts a net profit of 220 million to 238 million yuan for the first half of 2025, indicating a year-on-year growth of 98.77% to 115.03% [5] Shareholding Changes - Sanwei Tiandi announced that shareholders plan to reduce their holdings by up to 4.07% of the company's shares, with a total of 2,320,500 shares representing 3.00% of the total share capital [6] - Hangzhou Bank disclosed that China Life intends to reduce its holdings by no more than 0.70% of the company's shares, equating to 50,789,400 shares [7] - Founder Technology reported that its shareholder New Founder Holdings plans to reduce its holdings by up to 2.27% of the company's shares, which is 9,451,000 shares [8]

Suspension - Sinochem International plans to issue shares to acquire 100% equity of Nantong Xingchen, resulting in stock suspension [1] - Zhongsheng High-Tech is planning a change in company control, leading to stock suspension [2] Private Placement - Yuanwanggu plans to raise no more than 300 million yuan through private placement for the construction of RFID electronic tag production line, Xi'an Innovation Industrial Center, RFID electronic tag chip process upgrade, and to supplement working capital [3] Share Buyback and Increase - Ciwen Media has repurchased 31,700 shares of the company for the first time [4] - Qianyuan Power's controlling shareholder has increased its stake by 0.85% [5] External Investment and Daily Operations - Yanshan Technology's wholly-owned subsidiary Hainan Ruihong is jointly investing in Jiaxing Lanjing with Guoce Investment and others, with the fund directed towards Bytedance Ltd [6] - Bafang Co. plans to cancel 50,000 shares [7] - Bertley intends to invest 198 million yuan in a partnership enterprise, primarily for investing in high-growth unlisted companies in the humanoid robot sector [7] Performance Changes - Juxin Technology expects a net profit of 91 million yuan for the first half of the year, a year-on-year increase of 122.28%, driven by AI technology and increased market demand [8] - Jinli Permanent Magnet anticipates a net profit of 230 million to 265 million yuan, a year-on-year growth of 151% to 180%, focusing on electric vehicles and collaborating with international tech companies [8] - Tianyu Co. expects a net profit of 121 million to 171 million yuan, a year-on-year increase of 144.29% to 238.25%, through optimized product structure and cost control [8] - Guangku Technology forecasts a net profit of 48.56 million to 54.63 million yuan, a year-on-year growth of 60% to 80%, due to technological innovation and new product launches [8] - Sitwei anticipates a net profit of 360 million to 420 million yuan, a year-on-year increase of 140% to 180%, with deepened cooperation in the smartphone sector [8] - Daoshi Technology expects a net profit of 220 million to 238 million yuan, a year-on-year increase of 98.77% to 115.03%, with expanded overseas business and increased production capacity [8] - China Galaxy anticipates a net profit of 6.362 billion to 6.801 billion yuan for the first half of the year, a year-on-year increase of 45% to 55%, with growth in investment trading and wealth management [9] - Haineng Industrial expects a net profit of 64 million to 74 million yuan, a year-on-year increase of 92% to 122%, driven by recovering demand in the consumer electronics market [9] - Zhongji Xuchuang forecasts a net profit of 3.6 billion to 4.4 billion yuan, a year-on-year increase of 52.64% to 86.57%, due to strong capital expenditure and sales growth in high-end optical modules [9]

Core Viewpoint - Haineng Industrial (300787) expects a significant increase in net profit for the first half of 2025, driven by a recovery in consumer electronics demand and the ramp-up of new product production [1] Financial Performance - The net profit attributable to shareholders is projected to be between 64 million and 74 million yuan, representing a growth of 92% to 122% compared to the same period last year, which was 33.27 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 43.76 million and 53.76 million yuan, an increase of 44% to 76% from the previous year's 30.49 million yuan [1] Market Factors - The primary reasons for the profit increase include a recovery in the consumer electronics market and the gradual mass production of the company's new products [1]

[Anfu Haineng Industrial Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Anfu%20Haineng%20Industrial%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a significant year-over-year increase in 2025 first-half net profit and non-recurring net profit attributable to shareholders Key Financial Performance Indicators | Item | Current Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: RMB 64 million – RMB 74 million | Profit: RMB 33.2714 million | | Year-over-year Growth | 92% - 122% | - | | **Net Profit After Non-recurring Gains/Losses** | Profit: RMB 43.76 million – RMB 53.76 million | Profit: RMB 30.4877 million | | Year-over-year Growth | 44% - 76% | - | [Communication with Accounting Firms](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firms) The company confirms that the financial data presented in this performance forecast remains unaudited by certified public accountants - The financial data in this performance forecast has not been audited by a certified public accountant[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Performance growth is primarily driven by increased revenue from consumer electronics recovery and new product contributions, supplemented by government subsidies - For January-June 2025, the company expects to achieve operating revenue of **RMB 1.507 billion**, a **60.64% increase** compared to the prior year period[4](index=4&type=chunk) - Key drivers for performance growth include a recovery in consumer electronics market demand, boosting existing business revenue and profit, and the gradual mass production of new products such as cleaning robots, smart security, and energy storage systems, contributing new revenue and profit[4](index=4&type=chunk) - During the reporting period, the estimated impact of non-recurring gains/losses on net profit is approximately **RMB 20.2437 million**, primarily from government subsidies[5](index=5&type=chunk) [Other Relevant Information](index=2&type=section&id=IV.%20Other%20Relevant%20Information) The company advises investors that this unaudited performance forecast is preliminary, with final data to be disclosed in the semi-annual report, urging caution regarding investment risks - This performance forecast represents preliminary estimates by the company's finance department and has not been audited by an accounting firm[6](index=6&type=chunk) - The company advises that specific financial data will be detailed in the 2025 semi-annual report, urging investors to exercise caution in their decisions and be aware of investment risks[6](index=6&type=chunk)

Core Viewpoint - Haineng Industrial's power bank products are exclusively exported overseas and are not currently sold domestically [1] Company Summary - Haineng Industrial has stated that all of its power bank products are exported to international markets [1] - The company has obtained international certifications based on the sales regions required by its clients [1] - There are no current sales of these products within the domestic market [1]

安福县海能实业股份有限公司 关于 2025 年第二季度可转换公司债券转股情况的公告 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。 特别提示： 1、海能转债（债券代码：123193）转股期限为 2023 年 10 月 19 日至 2029 年 4 月 12 日；最新有效的转股价格为人民币 14.70 元/股。 2、2025 年第二季度共有 10 张"海能转债"完成转股（票面金额共计 1,000 元人民币），共计转成 68 股"海能实业"股票。 | 证券代码：300787 | 证券简称：海能实业 | 公告编号：2025-062 | | --- | --- | --- | | 债券代码：123193 | 债券简称：海能转债 | | 3、截止 2025 年第二季度末，公司剩余可转债为 5,997,464 张，票面总金额 为 599,746,400 元人民币。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 15 号——可转换公司债券》的有关规定，安福县海能实业股份有 限公司（以下简称"公司"）现将 2025 年第二季度可转换公司债券 ...

债券简称：海能转债 债券代码：123193 股票简称：海能实业 股票代码：300787 安福县海能实业股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024年度） 债券受托管理人 中信证券股份有限公司 （广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 2025 年 6 月 重要声明 中信证券股份有限公司（以下简称"中信证券"）编制本报告的内容及信息均来源于 发行人对外公布的《安福县海能实业股份有限公司 2024 年年度报告》等相关公开信息 披露文件、安福县海能实业股份有限公司（以下简称"海能实业"、"发行人"或"公司"） 提供的证明文件以及第三方中介机构出具的专业意见。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关事宜做 出独立判断，而不应将本报告中的任何内容据以作为中信证券所作的承诺或声明。 1 | | 重要声明 1 | | --- | --- | | 目 | 录 2 | | 第一节 | 本次可转换公司债券概况 3 | | 第二节 | 债券受托管理人履职情况 11 | | 第三节 | 发行人 年度经营情况和财务状况 2024 12 | | 第四节 | ...

| 证券代码：300787 | 证券简称：海能实业 | 公告编号：2025-061 | | --- | --- | --- | | 债券代码：123193 | 债券简称：海能转债 | | 一、股东股份解除质押基本情况 1、本次解除质押基本情况 | | 是否为控股 | 本次解 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 股东或第一 | 除质押 | 占其所持 | 占公司总 | 起始日 | 解除日期 | 质权人 | | 称 | 大股东及其 | 数量 | 股份比例 | 股本比例 | | | | | | 一致行动人 | (万股) | | | | | | | 周洪军 | 是 | 240.00 | 12.68% | 0.77% | 2022 年12月29日 | 2025 年6月19日 | 红塔证券股 份有限公司 | 安福县海能实业股份有限公司 关于持股5%以上股东部分股份解除质押的公告 持股 5%以上股东周洪军先生保证向本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 ...

2023年安福县海能实业股份有限公司向不特定对象发行可转换公司 债券2025年跟踪评级报告 评级结果 | | 本次评级 | 上次评级 | | --- | --- | --- | | 主体信用等级 | AA- | AA | | 评级展望 | 稳定 | 稳定 | | 海能转债 | AA- | AA- | 评级观点 本次等级的评定是考虑到：安福县海能实业股份有限公司（以下简 称"海能实业"或"公司"，股票代码：300787.SZ）是消费电子零 售市场 ODM 厂商，具备较强的柔性化生产能力，产品结构多元并 在 2024 年进一步丰富，越南基地产能的持续扩张有助于抵御中美地 缘政治风险，同时公司仍与国内外多家优质零售品牌商及大型电商 零售平台保持稳定的合作关系。但中证鹏元也关注到，公司外销收 入占比较高且持续攀升，面临一定的贸易摩擦及汇率波动风险；目 前行业竞争激烈且产品迭代较快，公司盈利持续显著下滑；在建的 募投项目新增产能较大但行业需求未有大幅提振，同时智能家电、 储能系统等新品尚在导入期，需关注前述新产线效益可能不达预期 对公司业绩造成影响；此外，公司客户集中度仍较高，业绩易受单 一客户的影响。 评级日期 20 ...