证券代码：300982 证券简称：苏文电能 公告编号：2026-008 苏文电能科技股份有限公司 关于全资子公司与专业投资机构共同投资产业基金的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、与专业投资机构共同投资概述 苏文电能科技股份有限公司（以下简称"公司"）全资子公司思贝尔电力投资有 限公司（以下简称"思贝尔"）作为有限合伙人于 2026 年 2 月 4 日与宁波乘势企业 管理合伙企业（有限合伙）、上海达朗聚新材料有限公司、江苏华宇建设有限公司、 江苏力拓建设发展有限公司、浙江见识创业投资管理有限公司签署了《宁波见识智 盛创业投资合伙企业（有限合伙）之合伙协议》，参与投资宁波见识智盛创业投资 合伙企业（有限合伙）（以下简称"合伙企业"）基金份额。该合伙企业认缴出资 总额为人民币 21,501 万元（币种下同），其中思贝尔以自有资金认缴出资 1,500 万 元，占合伙企业认缴出资总额的 6.9764%。 具体内容详见公司于 2026 年 2 月 5 日在指定信息披露网站"巨潮资讯网" （http://www.cninfo.com.cn）披露的 ...

Investment Rating - The investment rating for the construction decoration industry is "Positive" (maintained) [4] Core Viewpoints - The State Council meeting on February 6 emphasized the importance of effective investment for stabilizing economic growth, with major projects being a key focus for the "14th Five-Year Plan" [4][11] - In 2026, various provinces are disclosing major project lists, maintaining high investment intensity, with many provinces planning investments around 1 trillion yuan, indicating that stabilizing investment remains a core strategy for local economic work [5][12] - Infrastructure projects dominate the disclosed lists, with significant investments in transportation, municipal, water conservancy, and energy sectors, while advanced manufacturing and new energy projects are also on the rise, reflecting a focus on industrial upgrades and future growth [5][12] Summary by Sections 1. Weekly Insights - The State Council has set the direction for effective investment, highlighting major projects as crucial for the "14th Five-Year Plan" [11] - The focus is on long-term development needs and building future competitive advantages in key areas such as infrastructure and emerging industries [11] 2. Company Dynamics 2.1. Order-related - Companies like Chongqing Construction and Beixin Road and Bridge have secured significant project contracts, with Chongqing Construction winning two major projects worth approximately 11.19 billion yuan combined [14] 2.2. Other - Companies are engaging in strategic moves such as equity transfers and establishing investment funds to focus on sectors like intelligent manufacturing and new materials [16] 3. Market Review 3.1. Sector Tracking - The Shanghai Composite Index fell by 1.27%, while the construction decoration index dropped by 1.81%, with only a few stocks showing gains [17] 3.2. Major Transactions - A total of three companies engaged in block trades, with significant transaction volumes reported [18] 3.3. Infrastructure Data Tracking - New special bonds issued this week amounted to 134.28 billion yuan, with a cumulative issuance of 516.46 billion yuan, reflecting a year-on-year increase of 125.35% [22] 3.4. Funding Tracking - The macroeconomic indicators show a slight decline in the USD to RMB exchange rate and a decrease in the yield of ten-year government bonds [24]

Group 1 - The photovoltaic sector has seen significant gains, with multiple stocks experiencing substantial increases in their share prices [1][2][3] - Key performers include GCL-Poly Energy, which has achieved a four-day consecutive rise, and Shuangliang Energy, which has seen three increases in five days [1] - Other notable stocks that reached their daily limit include Suwen Electric, Juhe Materials, and several others, with increases of up to 20% [1][2] Group 2 - In the stock market, Tongxiang Technology led with a rise of 29.98%, followed by Suwen Electric and Juhe Materials, both at 20% [2] - Other significant gainers include Jieput, which rose by 18.86%, and Liancheng CNC, which increased by 15.02% [2] - The Hong Kong market also reflected positive trends in the photovoltaic sector, with Jun Da shares up over 15% and GCL-Poly Energy up over 14% [3][4]

Group 1 - The photovoltaic sector experienced significant gains, with multiple stocks hitting their daily limit up, including GCL-Poly Energy, which achieved a four-day consecutive rise [1] - Notable stocks with substantial increases include Suwen Electric, Juhe Materials, and others, all reaching a 20% limit up [1] - Several companies such as Jietu, Liancheng CNC, and Jinko Energy saw their stock prices rise by over 11% [1] Group 2 - Specific stock performance data shows that Tongxiang Technology surged by 29.98%, reaching a price of 25.23, with a net inflow of 7.89 million [2] - Suwen Electric and Juhe Materials both increased by 20%, with current prices of 26.16 and 89.23 respectively [2] - Other notable performers include Jietu with an 18.86% rise, and Liancheng CNC with a 15.02% increase [2] Group 3 - The Hong Kong stock market also reflected strong performance in the photovoltaic sector, with Jun Da shares rising over 15% and GCL-Poly Energy increasing by over 14% [3] - Other companies in the Hong Kong market, such as Kaisheng New Energy, also saw gains exceeding 7% [3]

苏文电能科技股份有限公司 证券代码：300982 证券简称：苏文电能 公告编号：2026-006 苏文电能科技股份有限公司 关于全资子公司与专业投资机构共同投资 设立产业基金的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、与专业投资机构共同投资概述 苏文电能科技股份有限公司（以下简称"公司"）全资子公司思贝尔电力投资有 限公司（以下简称"思贝尔"）作为有限合伙人于 2026 年 2 月 2 日与专业投资机构 常州力中投资管理有限公司及其他有限合伙人联检（江苏）科技股份有限公司、无 锡市宝森投资管理有限公司、江苏协和电子股份有限公司、黄文波、梁元旦、周元 琴、许常娥、蒋亚军及杨亚东共同签署了《常州力韧创业投资合伙企业（有限合伙） 合伙协议》，各合伙人共同出资设立常州力韧创业投资合伙企业（有限合伙）（以 下简称"合伙企业"或"基金"）。该合伙企业的认缴出资总额为人民币 6,850 万元， 其中思贝尔以自有资金认缴出资 500 万元，占合伙企业认缴出资总额的 7.2993%。具 体 内 容 详 见 公 司 于 2026 年 2 月 3 日 在 指 定 ...

证券代码：300982 证券简称：苏文电能 公告编号：2026-007 苏文电能科技股份有限公司 关于变更募投项目后重新签订 募集资金四方监管协议的公告 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。 根据中国证监会出具的《关于同意苏文电能科技股份有限公司向特定对象发 行股票注册的批复》（证监许可[2022]2366 号），苏文电能科技股份有限公司（以 下简称"公司"或"苏文电能"）向特定对象发行人民币普通股股票（A 股） 30,681,188 股，每股发行价 45.26 元，每股面值人民币 1.00 元，募集资金总额 1,388,630,568.88 元，扣除含税承销保荐费用人民币 21,922,039.53 元和含税持 续督导费人民币 1,060,000.00 元，实际收到募集资金人民币 1,365,648,529.35 元，扣除其他不含税发行费用 2,403,435.24 元，加上不属于发行费用的本次承 销 保 荐 费 可 抵 扣 增 值 税 进 项 税 额 人 民 币 1,240,870.16 元 和 持 续 督 导 费 1,060,000.00 元， ...

Group 1 - Fujian State-owned Assets Management Company plans to reduce its stake in Fuguang Co., Ltd. by up to 3%, amounting to a maximum of 481.68 million shares [1] - Ice Wheel Environment Technology Co., Ltd. intends to reduce its stake in Qingda Environmental Protection by up to 3%, totaling a maximum of 372.68 million shares [2] - Wang Zhong, a shareholder of Jiangshan Oupai, plans to reduce his stake by up to 3%, which equates to a maximum of 531.51 million shares [6] Group 2 - Huadong Medicine's subsidiary, Zhejiang Daer Biotechnology Co., Ltd., received approval for a clinical trial of DR10624 injection for hypertriglyceridemia [3] - Guangdong Construction won a bid for a lithium battery intelligent manufacturing project worth 1.524 billion yuan [4] - Qilu Bank reported a net profit of 5.713 billion yuan for 2025, a year-on-year increase of 14.58% [5] Group 3 - Chang'an Automobile plans to repurchase shares worth between 1 billion and 2 billion yuan [8] - The company reported a January sales figure of 134,700 vehicles, a year-on-year decrease of 51.14% [31] - Foton Motor's January sales reached 55,553 vehicles, reflecting a year-on-year growth of 10.99% [35] Group 4 - Hongchang Technology plans to acquire a 21% stake in Liangzhi Joint Technology for 54.6 million yuan, aiming for control [11] - Suwen Electric Power's subsidiary is participating in an investment fund focused on high-tech industries [19] - Tangyuan Electric's application for a stock issuance to specific investors has been approved by the CSRC [20] Group 5 - JinkoSolar announced it has no orders related to "space photovoltaics" and remains focused on ground photovoltaic products [39] - High Measurement Co. clarified that it has not engaged in any space photovoltaic business or collaborations with relevant teams [40] - Jin Jing Technology noted that the TCO glass market is still small and has minimal impact on its revenue [13]

Core Viewpoint - Suwen Electric Power (300982.SZ) aims to enhance its strategic development in the new energy and new materials sectors by investing in a partnership fund to improve its sustainable development and competitive capabilities [1] Group 1: Investment Details - Suwen Electric's wholly-owned subsidiary, Sibell Electric Power Investment Co., Ltd., has signed a partnership agreement to invest in the Ningbo Jianshi Zhisheng Venture Capital Partnership [1] - The total committed capital for the partnership fund is RMB 215.01 million, with Sibell contributing RMB 15 million, representing 6.9764% of the total [1] Group 2: Investment Focus - The primary investment directions for the partnership fund include new materials, new energy, semiconductor industry chain, and biomedicine [1]

证券代码：300982 证券简称：苏文电能 公告编号：2026-005 苏文电能科技股份有限公司 关于全资子公司与专业投资机构 共同投资产业基金的公告 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。 为满足苏文电能科技股份有限公司（以下简称"公司"）整体战略发展需要， 加快公司新能源、新材料产业链布局，提升公司可持续发展和综合竞争能力，公 司全资子公司思贝尔电力投资有限公司（以下简称"思贝尔"）作为有限合伙人 与宁波乘势企业管理合伙企业（有限合伙）、上海达朗聚新材料有限公司、江苏 华宇建设有限公司、江苏力拓建设发展有限公司、浙江见识创业投资管理有限公 司签署了《宁波见识智盛创业投资合伙企业（有限合伙）之合伙协议》（以下简 称"合伙协议"），参与投资宁波见识智盛创业投资合伙企业（有限合伙）（以 下简称"合伙企业"或"基金"）基金份额。根据《合伙协议》，合伙企业认缴 出资总额为人民币 21,501 万元（币种下同），其中思贝尔以自有资金认缴出资 1,500 万元，占合伙企业认缴出资总额的 6.9764%。 根据《中华人民共和国公司法》《深圳证券交易所创业板股票上市 ...

Market Overview - The infrastructure sector increased by 1.49% compared to the previous trading day, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Key Stocks Performance - Guosheng Technology (603778) closed at 14.71, up 10.02% with a trading volume of 892,800 shares [1] - Suwen Electric Power (300982) closed at 21.41, up 5.36% with a trading volume of 64,700 shares [1] - China Nuclear Engineering (601611) closed at 15.88, up 3.59% with a trading volume of 604,100 shares [1] - Other notable stocks include Palm Holdings (002431) up 3.15% and Beixin Road and Bridge (002307) up 3.09% [1] Capital Flow Analysis - The infrastructure sector saw a net inflow of 190 million yuan from institutional investors, while retail investors experienced a net outflow of 38.83 million yuan [2] - Major stocks like China Railway (601390) had a net inflow of 138 million yuan from institutional investors [3] - Guosheng Technology (603778) had a net inflow of 87.57 million yuan from institutional investors, but a net outflow of 69.54 million yuan from retail investors [3] Trading Volume and Value - The trading volume for Guosheng Technology reached 12.85 billion yuan, indicating strong investor interest [1] - The total trading value for the infrastructure sector was significant, with China Electric Power (601669) recording a trading value of 1.1 billion yuan [2]