证券代码：300870 证券简称：欧陆通 公告编号：2025-071 债券代码：123241 债券简称：欧通转债 深圳欧陆通电子股份有限公司 关于 2025 年第三季度可转债转股结果暨股份变动公告 本公司及董事会全体成员保证信息披露内容的真实、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： （三）可转换公司债券转股期限 1、"欧通转债"（债券代码：123241）转股期为 2025 年 1 月 13 日至 2030 年 7 月 4 日，最新转股价格为 43.98 元/股。 2、2025 年第三季度，共有 1,205,883 张"欧通转债"完成转股（面值金额 共计 12,058.83 万元人民币），合计转为 2,740,970 股"欧陆通"股票。 3、截至 2025 年第三季度末，"欧通转债"剩余 2,606,489 张，剩余票面总 金额为 26,064.89 万元人民币。 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》等有关规定，深圳欧陆通电子股份有 限公司（以下简称"公司"）现将 2025 年第三季度可转换公司债券转股及公司 股份 ...

Core Viewpoint - 欧陆通 has developed a diverse core product matrix, focusing on high-efficiency power solutions for data centers and server systems [1] Product Offerings - The company offers a range of power solutions including: - 3,200W Titanium M-CRPS server power supplies - 1,300W to 3,600W Titanium CRPS server power supplies - 3,300W to 5,500W Titanium and Super Titanium GPU server power supplies - Immersion liquid cooling server power supplies - Rack power shelf solutions [1] - A new rack power solution compliant with the Open Compute Project (OCP) third-generation open rack (ORV3) specifications has been introduced, featuring six 5,500W server power supplies capable of delivering up to 33KW of power output with a conversion efficiency of 97.5% [1] Support for Domestic Industry - The company is committed to supporting the development of the domestic industrial chain and is actively collaborating with clients to develop fully domesticated data center power products [1] - Multiple domesticated power supply models are currently in research and production stages [1] Partnerships and Collaborations - 欧陆通 has successfully supplied products to well-known domestic server system manufacturers such as Inspur, Foxconn, Huaqin, Lenovo, ZTE, and H3C [1] - The company maintains close cooperation with leading domestic internet enterprises and other end customers [1]

Core Insights - The company has developed a diverse core product matrix, including various high-capacity power supply solutions for servers, demonstrating its commitment to innovation and meeting market demands [1] Product Offerings - The product range includes 3,200W titanium M-CRPS server power supplies, 1,300W to 3,600W titanium CRPS server power supplies, and 3,300W to 5,500W titanium and ultra-titanium GPU server power supplies [1] - The company also offers immersion liquid cooling server power supplies and rack power shelf solutions, with a configuration of six 5,500W server power supplies capable of delivering up to 33KW of power output and achieving a conversion efficiency of 97.5% [1] - Expandable solutions are available, including options for 2OU 66KW, 3OU 66KW, and 4OU 132KW [1] Support for Domestic Industry - The company is actively supporting the development of the domestic industrial chain by collaborating with clients to develop fully localized data center power products, with several models currently in research and production [1] - The company has successfully supplied products to well-known domestic server system manufacturers such as Inspur, Foxconn, Huqian, Lenovo, ZTE, and H3C, while maintaining close cooperation with leading domestic internet companies and end customers [1]

Core Viewpoint - The company announced that its convertible bonds, "Ou Tong Convertible Bonds," will be suspended for conversion from September 29, 2025, until the registration date for the semi-annual equity distribution, after which conversion will resume on the first trading day following the registration date [1] Summary by Relevant Sections - **Convertible Bonds Suspension**: The suspension period for the conversion of "Ou Tong Convertible Bonds" is set from September 29, 2025, until the semi-annual equity distribution registration date in 2025 [1] - **Resumption of Conversion**: Conversion of the bonds will resume on the first trading day after the semi-annual equity distribution registration date [1]

关于实施权益分派期间"欧通转债"暂停转股的公告 本公司及董事会全体成员保证信息披露内容的真实、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： 1、债券代码：123241 债券简称：欧通转债 2、转股期限：2025 年 1 月 13 日至 2030 年 7 月 4 日 证券代码：300870 证券简称：欧陆通 公告编号：2025-070 债券代码：123241 债券简称：欧通转债 深圳欧陆通电子股份有限公司 附件：《公司向不特定对象发行可转换公司债券募集说明书》中"转股价 格的调整方式及计算公式"条款的规定 在本次发行之后，当公司发生派送股票股利、转增股本、增发新股或配股（不 包括因本次发行的可转换公司债券转股而增加的股本）使公司股份发生变化及派 送现金股利等情况时，将按上述条件出现的先后顺序，依次对转股价格进行累积 调整（保留小数点后两位，最后一位四舍五入），具体调整办法如下： 派送股票股利或转增股本：P1=P0/（1+n）； 增发新股或配股：P1=（P0+A×k）/（1+k）； 上述两项同时进行：P1=（P0+A×k）/（1+n+k）； 3、暂停转股时间：2025 年 9 月 29 日至 2 ...

Market Overview - The other power equipment sector experienced a decline of 3.14% on September 26, with Zhongheng Electric leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Youyou Green Energy: closed at 227.00, up 5.33% with a trading volume of 23,800 and a turnover of 547 million [1] - Jinshi Technology: closed at 17.44, up 3.26% with a trading volume of 269,600 and a turnover of 473 million [1] - Major decliners included: - Zhongheng Electric: closed at 29.57, down 9.98% with a trading volume of 770,200 and a turnover of 234.3 million [2] - Maigemit: closed at 75.04, down 7.85% with a trading volume of 343,700 and a turnover of 2.644 billion [2] Capital Flow - The other power equipment sector saw a net outflow of 3.467 billion from institutional investors, while retail investors contributed a net inflow of 2.211 billion [2][3] - Specific stock capital flows included: - Shengjing Co.: net inflow from institutional investors of 49.42 million, with a retail net outflow of 54.94 million [3] - China Power: net inflow from institutional investors of 28.63 million, with a retail net outflow of 7.31 million [3]

Core Viewpoint - Shenzhen Oulutong Electronics Co., Ltd. has demonstrated robust growth in its performance for the first half of 2025, despite facing global economic challenges, particularly in the power supply sector [2][3]. Financial Performance - The company achieved a revenue of 2.12 billion yuan, marking a year-on-year increase of 32.59%. The second quarter alone saw revenue of 1.23 billion yuan, up 36.39% year-on-year and 38.71% quarter-on-quarter, setting a new record for quarterly revenue [2]. - The gross profit margin for the first half was 20.31%, a decrease of 0.64 percentage points year-on-year, attributed to a decline in sales prices of certain products [2]. - The net profit attributable to shareholders was 134 million yuan, reflecting a year-on-year growth of 54.86%, with a net profit margin of 6.31%, an increase of 0.91 percentage points year-on-year [2]. Business Segments - The power adapter segment generated revenue of 826 million yuan, a growth of 6.61% year-on-year, despite a slowdown in global consumer electronics demand. The gross margin for this segment was 17.19%, down 0.40 percentage points year-on-year [3]. - The data center power business was the main growth driver, with revenue reaching 662 million yuan, a significant increase of 216.47% year-on-year, accounting for 68.76% of the overall revenue. However, the gross margin for this segment was 23.54%, down 2.70 percentage points year-on-year due to competitive market pressures [3]. - Other power businesses reported revenue of 323 million yuan, a slight increase of 0.41% year-on-year, with a gross margin of 18.58%, down 1.20 percentage points year-on-year, primarily due to lower margins on newly introduced products [3]. Strategic Initiatives - The company is actively expanding its overseas business, establishing teams in Taiwan and the United States to attract various international clients [4]. - In the data center power product line, the company offers a comprehensive range of products covering different power segments and has launched several server power solutions [4]. - Future strategies will focus on enhancing core competencies in high-power and high-density server power technologies, capitalizing on opportunities in the server and AI industries [4]. Revenue Goals and Shareholding Changes - The revenue targets for 2025-2026 are aligned with the performance goals set in 2024's equity incentive plan, which includes specific growth triggers for revenue and net profit [5]. - The company completed a share reduction plan, selling 1.9 million shares through block trading from September 22 to 24 [6].

Financial Performance - The company achieved a revenue of 2.12 billion CNY in the first half of 2025, representing a year-on-year growth of 32.59% [3] - In Q2 2025, revenue reached 1.23 billion CNY, showing a year-on-year increase of 36.39% and a quarter-on-quarter increase of 38.71% [3] - The gross profit margin for the reporting period was 20.31%, a decrease of 0.64 percentage points year-on-year [3] - The net profit attributable to shareholders was 134 million CNY, up 54.86% year-on-year, with a net profit margin of 6.31%, an increase of 0.91 percentage points [3] Business Segment Performance - Power adapter business generated 826 million CNY in revenue, a year-on-year increase of 6.61% [4] - Data center power business revenue was 962 million CNY, with a significant year-on-year growth of 94.30%, driven by high-power server power sales [5] - High-power server power revenue reached 662 million CNY, a remarkable increase of 216.47% year-on-year, contributing 68.76% to the data center power revenue [5] - Other power business revenue was 323 million CNY, showing a modest year-on-year growth of 0.41% [5] Strategic Initiatives - The company is actively expanding its overseas business, establishing teams in Taiwan and the USA to target various overseas clients [6] - Future plans for data center power business include focusing on high-power, high-density, and high-efficiency power supply solutions, leveraging technological innovations [9] - The power adapter business aims to expand product categories and improve operational efficiency to enhance market competitiveness [11] Future Revenue Targets - The company has set ambitious revenue growth targets for 2025 and 2026, with trigger values for revenue growth rates at 28%, 52%, and 72% for the respective years, and target values at 35%, 65%, and 90% [12] Shareholder Actions - The company completed a share reduction of 1.9 million shares from September 22 to 24, 2025, through block trading [13]

欧陆通(300870.SZ)现跌6.55%报204.71元，暂成交10亿元，最新市值225亿元。欧陆通公告，控股股东及实际控制人的一致行动人泰州通聚于2025/9/22- 2025/9/24通过大宗交易减持190万股，减持均价182.02元，减持价格区间182元/股-184.01元/股，占当时总股本1.73%；减持后持股173.52万股，占目前总股本 1.58%。本次减持计划已实施完毕。(格隆汇) ...

深圳欧陆通电子股份有限公司 关于控股股东及实际控制人的一致行动人 股份减持计划实施完毕的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳欧陆通电子股份有限公司（以下简称"公司"）于 2025 年 8 月 29 日披 露了《关于控股股东及实际控制人的一致行动人减持股份预披露公告》（公告编 号：2025-061），公司控股股东及实际控制人的一致行动人泰州通聚信息技术咨 询合伙企业（有限合伙）（以下简称"泰州通聚"）计划自公告披露之日起十五 个交易日后的三个月内以大宗交易方式减持本公司股份合计不超过 1,900,000 股 （占公司当时总股本比例不超过 1.74%）。 公司于近日收到泰州通聚出具的《减持计划实施完毕的告知函》，上述减持 计划已实施完毕，有关情况公告如下： 一、股东减持情况 证券代码：300870 证券简称：欧陆通 公告编号：2025-069 债券代码：123241 债券简称：欧通转债 二、其他相关说明 1、在本次减持计划实施期间，泰州通聚严格遵守了《中华人民共和国公司 法》《中华人民共和国证券法》《上市公司股东减持股份管理暂行办法》《深圳 ...