证券代码：300843 证券简称：胜蓝股份 公告编号：2025-059 胜蓝科技股份有限公司 向不特定对象发行可转换公司债券 网上发行中签率及优先配售结果公告 保荐人（主承销商）：东莞证券股份有限公司 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 胜蓝科技股份有限公司（以下简称"胜蓝股份""发行人"或"公司"） 和东莞证券股份有限公司（以下简称"东莞证券""保荐人（主承销商）"或 "主承销商"）根据《中华人民共和国证券法》《证券发行与承销管理办法》 （证监会令〔第 228 号〕）、《上市公司证券发行注册管理办法》（证监会令 〔第 227 号〕）、《深圳证券交易所上市公司证券发行与承销业务实施细则 （2025 年修订）》（深证上〔2025〕268 号）、《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（2025 年修订）》（深证上〔2025〕 223 号）和《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办 理（2025 年修订）》（深证上〔2025〕398 号）等相关规定组织实施本次向不 特定对象发行可转换公司债券（ ...

Core Insights - Shenglan Co., Ltd. (300843.SZ) reported a total operating revenue of 774 million yuan for the first half of 2025, an increase of 174 million yuan compared to the same period last year, marking a 28.97% year-on-year growth and achieving three consecutive years of increase [1] - The net profit attributable to shareholders reached 84.01 million yuan, up by 30.88 million yuan from the same period last year, reflecting a year-on-year increase of 58.13% and also achieving three consecutive years of growth [1] - The company’s cash flow from operating activities was 66.34 million yuan, ranking 34th among disclosed peers [1] Financial Ratios - The latest debt-to-asset ratio stands at 33.46%, ranking 25th among disclosed peers, a decrease of 6.28 percentage points from the same period last year [3] - The gross profit margin is reported at 25.33%, ranking 14th among disclosed peers, with an increase of 0.69 percentage points year-on-year, achieving three consecutive years of growth [3] - The return on equity (ROE) is 5.31%, ranking 16th among disclosed peers, with an increase of 1.01 percentage points from the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share (EPS) is 0.51 yuan, ranking 17th among disclosed peers, an increase of 0.15 yuan compared to the same period last year, achieving three consecutive years of growth and a year-on-year increase of 41.67% [3] - The total asset turnover ratio is 0.34 times, an increase of 0.06 times year-on-year, reflecting a growth of 19.63% [3] - The inventory turnover ratio is 3.26 times, ranking 21st among disclosed peers, with an increase of 0.30 times year-on-year, representing a growth of 9.94% [3] Shareholder Structure - The number of shareholders is reported at 24,800, with the top ten shareholders holding a total of 99.79 million shares, accounting for 60.96% of the total share capital [3] - The largest shareholder, Shenglan Investment Holdings Co., Ltd., holds 54.20% of the shares [3]

Group 1 - The core viewpoint of the article is that Shenglan Co., Ltd. (300843.SZ) has reported an increase in institutional ownership in its A-shares, reaching a total of 91.78 million shares held by five institutional investors, accounting for 56.06% of the total share capital as of August 27, 2025 [1] - The institutional investors include Shenglan Investment Holdings Co., Ltd., Baring Capital Ltd. - Baring Emerging Markets Small Cap Fund (USA), Baring Capital Ltd. - Baring Emerging Markets Small Cap Fund (USA), Hong Kong Central Clearing Limited, and Ping An CSI 2000 Enhanced Strategy ETF, with a total institutional holding ratio increase of 0.24 percentage points compared to the previous quarter [1] - In terms of public funds, one new public fund was disclosed this period, which is the Ping An CSI 2000 Enhanced Strategy ETF [1] Group 2 - Regarding foreign investment, one new foreign institution was disclosed this period, which is Hong Kong Central Clearing Limited [1]

Group 1 - The report analyzes the convertible bond "Shenglan Convertible Bond 02," which has an issuance scale of 1.175 billion yuan and a bond rating of AA-/AA- [1][9] - The bond has a conversion price of 54.56 yuan, with a conversion value of 96.77 yuan as of August 26, 2025, indicating a high pure bond value [1][8] - The average annual coupon rate is 1.18 yuan, with a maturity compensation rate of 13%, which is considered high for newly issued convertible bonds [1][8] Group 2 - The company operates in the consumer electronics components and assembly industry, with a current PE (TTM) of 78 times, placing it above the median of 59 times among similar companies [3][47] - The company's market capitalization is 8.644 billion yuan, and its stock has increased by 51.38% year-to-date, outperforming the industry index which rose by 32.60% [3][11] - The company has a low equity pledge ratio of 5.02%, indicating low equity pledge risk [3][11] Group 3 - The company reported a revenue of 337 million yuan in Q1 2025, a year-on-year increase of 17.18%, with a net profit of 30 million yuan, up 38.44% [4][34] - The gross profit margin has shown an upward trend from 21.22% in 2022 to 23.86% in 2024, although it slightly decreased to 25.36% in Q1 2025 [4][34] - The company has established itself as a key supplier in the supply chains of several global brands, including Xiaomi and BYD, benefiting from its technological and customer resource advantages [4][46] Group 4 - The report highlights the growth of the connector market, driven by the increasing demand in consumer electronics and the rapid development of the new energy vehicle sector [12][24] - The global connector market is projected to grow from 62.7 billion USD in 2020 to 105 billion USD by 2024, with a CAGR of 13.8% [17][21] - The domestic connector market is expected to reach approximately 231.2 billion yuan in 2025, reflecting strong growth potential [17][21] Group 5 - The company plans to use the proceeds from the convertible bond issuance for projects related to high-voltage connectors for new energy vehicles and industrial control connectors, with a total investment of 4.52 billion yuan [51][52] - The internal rate of return for these projects is estimated at 13.70% and 13.61%, respectively, indicating strong profitability potential [53] - The company aims to enhance its production capabilities and market responsiveness by establishing its projects in the Pearl River Delta region [52][53]

Group 1 - No new IPOs today [1] Group 2 - Bond details for Shenglan Co., Ltd. include a conversion price of 54.56 yuan and a bond rating of AA- [2]

Core Viewpoint - Shenglan Technology Co., Ltd. is issuing convertible bonds to unspecified investors, with priority allocation to existing shareholders before public offering [3][4][10]. Group 1: Issuance Details - The convertible bonds will be issued with a total amount of 4,500,000 bonds, with a face value of 2.7488 yuan per bond [12][13]. - The priority subscription for existing shareholders will occur on August 28, 2025, with trading available from the first day [15][16]. - The issuance will be conducted through the Shenzhen Stock Exchange, with specific codes for subscription [14][16]. Group 2: Subscription Process - Existing shareholders can subscribe based on their holdings as of the registration date, with a minimum subscription unit of 10 bonds [15][16]. - Public investors can participate in the subscription process on the same date, with a maximum limit of 10,000 bonds per account [16][17]. - If the total subscription amount is less than 70% of the issuance, the issuer and underwriter may suspend the issuance [18]. Group 3: Underwriting and Risk Management - The underwriting will be conducted by Dongguan Securities Co., Ltd., which will assume responsibility for any shortfall in subscriptions below 45 million yuan [8][18]. - The maximum underwriting amount is capped at 30% of the total issuance, equating to 13.5 million yuan [8][18]. - If the underwriting exceeds this limit, an internal risk assessment will be initiated [18].

证券代码：300843 证券简称：胜蓝股份 公告编号：2025-052 胜蓝科技股份有限公司 向不特定对象发行可转换公司债券发行提示性公告 保荐人（主承销商）：东莞证券股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示 胜蓝科技股份有限公司（以下简称"胜蓝股份""发行人"或"公司"）和 东莞证券股份有限公司（以下简称"东莞证券""保荐人（主承销商）"或"主 承销商"）根据《中华人民共和国证券法》《证券发行与承销管理办法》（证监 会令〔第228号〕）、《上市公司证券发行注册管理办法》（证监会令〔第227号〕）、 《深圳证券交易所上市公司证券发行与承销业务实施细则（2025年修订）》（深 证上〔2025〕268号）、《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（2025年修订）》（深证上〔2025〕223号）和《深圳证券交易所创业 板上市公司自律监管指南第1号——业务办理（2025年修订）》（深证上〔2025〕 398号）等相关规定组织实施本次向不特定对象发行可转换公司债券（以下简称"可 转债"或"胜蓝转02"）。 本次发行 ...

胜蓝科技股份有限公司 关于2025年半年度计提资产减值准备的公告 证券代码：300843 证券简称：胜蓝股份 公告编号：2025-058 胜蓝科技股份有限公司（以下简称"公司"）根据《深圳证券交易所上市公司 自律监管指引第 2 号——创业板上市公司规范运作》《企业会计准则》及公司会 计政策等相关规定，为了更加真实、公允、准确地反映 2025 年半年度财务状况 和资产价值，基于谨慎性原则，公司对合并报表范围内截至 2025 年 6 月 30 日的 各类资产进行了全面检查和减值测试，对存在减值迹象的资产计提了减值准备。 现将具体情况公告如下： 一、本次计提资产减值准备情况概述 2025 年上半年，公司共计提资产减值准备 10,566,307.21 元，具体明细如下： 单位：元 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。 | 类别 | 项目名称 | 年半年度计提减值损失金额 2025 | | --- | --- | --- | | 1、信用减值损失 | 应收票据坏账损失 | 2,474,911.18 | | | 应收账款坏账损失 | 1,846,229.98 | ...

胜蓝科技股份有限公司 2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 4 | 其他关联资金往 | 资金往来方名称 | 往来方与上 | 上市公司核算的 | 2025年初往来资金余 | 年度往来累计发 2025 | 2025 | 年度往 | 年度偿还累计 2025 | 年末往来资金 2025 | 往来形成原 | 往来性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 来 | | 市公司的关 | 会计科目 | 额 | 生金额（不含利息） | | 来资金的利息 | 发生金额 | 余额 | 因 | | | | | 联关 | | | | | (如有) | | | | | | | | 系 | | | | | | | | | | | 其他关联人及其附 | 广东益晟康科技有限公 | 联营企 | | | | | | | | | 非经营性往 | | 属企业 | 司 | 业子公司 | 其他应收款 | 598,441.24 | | 741,506.95 | | 1,024,515.31 | 315,432.88 ...

证券代码：300843 证券简称：胜蓝股份 公告编号：2025-056 胜蓝科技股份有限公司 2025年半年度募集资金存放、管理与使用情况的专项报告 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。 胜蓝科技股份有限公司（以下简称"公司"）根据《上市公司募集资金监管规 则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运 作》以及公司《募集资金管理办法》等相关要求，董事会就公司 2025 年半年度 募集资金存放、管理与使用情况编制了专项报告，具体情况如下： 一、募集资金基本情况 1、实际募集资金金额、资金到位时间 根据公司 2021 年 5 月 24 日第二届董事会第十四次会议、2021 年 6 月 11 日 2021 年第二次临时股东会决议，2021 年 11 月 18 日深圳证券交易所创业板上市 委员会审议通过，并于 2021 年 12 月 23 日取得中国证监会（证监许可〔2021〕 4024 号）《关于同意胜蓝科技股份有限公司向不特定对象发行可转换公司债券 注册的批复》，公司向不特定对象发行 33,000.00 万元可转换公司债券。 ...