Group 1 - The stock of Shenzhen Oulutong Electronic Co., Ltd. fell by 5.07% on September 19, closing at 210.83 CNY per share, with a trading volume of 966 million CNY and a turnover rate of 4.11%, resulting in a total market capitalization of 23.161 billion CNY [1] - The company, established on May 29, 1996, and listed on August 24, 2020, specializes in the research, production, and sales of switch power supply products, with 99.57% of its main business revenue coming from the manufacturing of computers, communications, and other electronic devices [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under GF Fund holds a significant position in Oulutong, specifically the GF Growth Enterprise Board Two-Year Open Mixed Fund (162720), which held 52,100 shares as of the second quarter, accounting for 3.14% of the fund's net value, ranking as the ninth largest heavy stock [2] - The GF Growth Enterprise Board Two-Year Open Mixed Fund (162720) was established on September 24, 2020, with a current scale of 210 million CNY, achieving a year-to-date return of 58.93% and ranking 567 out of 8172 in its category, while its one-year return is 107.82%, ranking 437 out of 7980 [2]

Group 1 - The stock price of Oulutong increased by 2.03% on September 18, reaching 223.67 CNY per share, with a total market capitalization of 24.571 billion CNY [1] - Oulutong's stock has risen by 110.62% year-to-date, but has seen a decline of 1.23% in the last five trading days and 11.59% in the last twenty days [1] - The company has been listed on the stock market since August 24, 2020, and specializes in the research, production, and sales of switch power supply products [1] Group 2 - For the first half of 2025, Oulutong reported a revenue of 2.12 billion CNY, representing a year-on-year growth of 32.59%, and a net profit attributable to shareholders of 134 million CNY, up 54.86% [2] - The company has distributed a total of 182 million CNY in dividends since its A-share listing, with 136 million CNY distributed in the last three years [3] - As of June 30, 2025, the number of shareholders increased by 4.07% to 17,200, while the average circulating shares per person decreased by 3.27% to 6,236 shares [2]

Group 1 - The company, Oulutong, responded to investor inquiries on September 17, indicating that updates on specific products and business progress will be available in future periodic reports [2]

Core Viewpoint - The stock of Oulutong has shown significant volatility and growth in 2023, with a year-to-date increase of 112.79% and a recent surge of 7.56% over the last five trading days, despite a decline of 8.90% over the past 20 days [2] Group 1: Stock Performance - As of September 17, Oulutong's stock price reached 225.97 CNY per share, with a market capitalization of 24.824 billion CNY [1] - The stock has experienced a 2.04% increase during intraday trading on September 17, with a trading volume of 2.23 billion CNY and a turnover rate of 0.91% [1] - The stock has been listed on the "Dragon and Tiger List" twice this year, with the most recent appearance on August 15 [2] Group 2: Financial Performance - For the first half of 2025, Oulutong reported a revenue of 2.12 billion CNY, reflecting a year-on-year growth of 32.59%, and a net profit attributable to shareholders of 134 million CNY, up 54.86% year-on-year [2] - Since its A-share listing, Oulutong has distributed a total of 182 million CNY in dividends, with 136 million CNY distributed over the past three years [3] Group 3: Shareholder Structure - As of June 30, 2025, Oulutong had 17,200 shareholders, an increase of 4.07% from the previous period, with an average of 6,236 circulating shares per shareholder, down 3.27% [2] - The top ten circulating shareholders include notable funds, with the fifth-largest being Yongying Digital Economy Mixed Fund, holding 1.1933 million shares, an increase of 447,900 shares from the previous period [3]

Group 1 - The company announced the election of Ms. Li Meiqin as the employee director of the third board of directors during the employee representative meeting held on September 16, 2025 [2]

证券代码：300870 证券简称：欧陆通 公告编号：2025-064 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 关于董事辞职暨选举职工董事的公告 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。 一、董事辞职情况 深圳欧陆通电子股份有限公司（以下简称"公司"）董事会于近日收到公司 董事蒋书兴先生递交的书面辞职报告。因公司内部工作调整，蒋书兴先生申请辞 去公司第三届董事会董事职务。蒋书兴先生辞职后将继续在公司担任副总经理。 蒋书兴先生辞任董事不会导致公司董事会成员低于法定最低人数。 深圳欧陆通电子股份有限公司董事会 2025 年 9 月 16 日 1、书面辞职报告； 2、职工代表大会决议。 附件：职工董事简历 李美琴女士：1974 年 7 月出生，中国国籍，无境外永久居留权，本科学历。 2009 年 6 月至 2024 年 2 月，任公司采购中心总监，2024 年 2 月至今，任公司成 本中心负责人，2023 年 9 月至 2025 年 9 月，任公司监事会主席。 根据《公司法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所 上 ...

法律意见书 中国 深圳 福田区 益田路6001号 太平金融大厦11、12楼 邮政编码：518038 11/F、12/F., TAIPING FINANCE TOWER, NO.6001 YITIAN ROAD, SHENZHEN, P.R. CHINA 电话（Tel.）：（86-755) 88265288 传真（Fax.）：（86-755）88265537 网站（Website）：www.sundiallawfirm.com 广东信达律师事务所 关于深圳欧陆通电子股份有限公司 2025年第一次临时股东大会的 法律意见书 信达会字（2025）第300号 致：深圳欧陆通电子股份有限公司 广东信达律师事务所（以下称"信达"）接受深圳欧陆通电子股份有限公司（以 下称"公司"）的委托，指派信达律师出席公司2025年第一次临时股东大会（以下 称"本次股东大会"），对本次股东大会的合法性进行见证。 1 法律意见书 作任何其他目的，信达律师同意将本法律意见书随公司本次股东大会决议一起予 以公告，并依法对本法律意见书承担相应的责任。 按照律师行业公认的业务标准、道德规范和勤勉尽责精神，信达律师对本次 股东大会的相关资料和事实进 ...

证券代码：300870 证券简称：欧陆通 公告编号：2025-063 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 2025年第一次临时股东大会决议公告 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、本次股东大会无否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 （1）现场会议召开时间：2025 年 9 月 16 日（星期二）15:00。 （2）网络投票时间：2025 年 9 月 16 日。 其中：通过深圳证券交易所（以下简称"深交所"）交易系统投票的时间为 2025 年 9 月 16 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深交所互联网投 票 系 统 （ http://wltp.cninfo.com.cn ） 投 票 的 时 间 为 2025 年 9 月 16 日 9:15-15:00。 2、会议召开地点：深圳市宝安区航城大道175号南航明珠花园1栋19号欧陆 通。 3、会议的召开方式：本次股东大会采用现场表决和网络投票相结合的方式 召开。 4、会议召集人：深 ...

Group 1 - The stock of Oulutong fell by 5.02% on September 16, closing at 216.76 CNY per share, with a trading volume of 761 million CNY and a turnover rate of 3.13%, resulting in a total market capitalization of 23.731 billion CNY [1] - Oulutong, established on May 29, 1996, and listed on August 24, 2020, is primarily engaged in the research, production, and sales of switch power supply products, with 99.57% of its main business revenue coming from the manufacturing of computers, communications, and other electronic devices [1] Group 2 - According to data from the top ten heavy stocks of funds, a fund under China Life Asset Management holds a significant position in Oulutong, with the fund "Guoshou Anbao Jingchen 6-Month Holding Period Mixed A" (011773) holding 2,000 shares, accounting for 1.01% of the fund's net value, ranking as the tenth largest heavy stock [2] - The fund "Guoshou Anbao Jingchen 6-Month Holding Period Mixed A" was established on June 24, 2021, with a latest scale of 11.4182 million CNY, achieving a year-to-date return of 14.29% and a one-year return of 19.08% [2]

Investment Rating - The report maintains a "Buy" rating for the power equipment sector [7][18]. Core Insights - The demand for overseas computing power has exceeded expectations, leading to a significant acceleration in the domestic ecosystem [5][6]. - The AI computing infrastructure is experiencing a dual resonance of supply and demand, with the liquid cooling server industry poised for a clear breakout point [15][16]. - Major cloud service providers are expected to invest heavily in liquid cooling technology due to the advanced process of the new generation of chips [5][15]. - The domestic AI industry chain is becoming increasingly competitive, with significant fundraising efforts by leading companies to enhance their capabilities [6][16]. Summary by Sections Investment Viewpoints - The report highlights strong AI beta resonance across various companies, from established overseas firms to domestic players [17]. - The power generation sector is identified as a logical area for growth, with specific recommendations for companies such as KOTAI Power and AIDC leasing firm Hongjing Technology [7][17]. Industry Dynamics - The report notes that the global capital expenditure for data center infrastructure is projected to reach $3-4 trillion over the next five years [15]. - Oracle's latest financial report anticipates a 77% surge in cloud infrastructure revenue, indicating robust market demand [5][15]. - The report also discusses the recent approval of large-scale fundraising by domestic AI companies, which is expected to enhance their competitive edge [6][16]. Key Companies and Earnings Forecast - The report provides a detailed earnings forecast for several companies in the power equipment sector, including: - KOTAI Power (Buy) - Yingweike (Buy) - Macromit (Buy) - Shunling Environment (Buy) - Hewei Electric (Buy) [10][20][19].