Core Insights - The infrastructure sector experienced a significant increase of 2.11% on October 21, with Guan Zhong Ecological leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Infrastructure Sector Performance - Guan Zhong Ecological (300948) saw a closing price of 22.03, with a remarkable increase of 19.99% and a trading volume of 239,400 shares, amounting to a transaction value of 496 million [1] - Hui Lv Ecological (001267) closed at 17.88, up 10.03%, with a trading volume of 663,900 shares and a transaction value of 1.156 billion [1] - Hongrun Construction (002062) closed at 11.57, up 9.98%, with a trading volume of 621,900 shares and a transaction value of 689 million [1] - Other notable performers included Pu Bang Co. (002663) with a 9.81% increase, and Tunnel Co. (600820) with a 6.38% increase [1] Capital Flow Analysis - The infrastructure sector saw a net inflow of 505 million from institutional investors, while retail investors contributed a net inflow of 38.41 million [2][3] - Major stocks like Hui Lv Ecological and China Electric Power Construction (601669) experienced significant net inflows from institutional investors, while retail investors showed a net outflow [3] - The overall capital flow indicates a mixed sentiment, with institutional investors showing confidence in certain stocks while retail investors were more cautious [2][3]

Core Insights - Suwen Electric Energy Co., Ltd. experienced a stock price increase of 5.1%, reaching 19.78 CNY per share, with a total market capitalization of 4.094 billion CNY [1] Company Overview - Suwen Electric Energy, established on April 3, 2007, and listed on April 27, 2021, is located in Jiangsu Wujin Economic Development Zone [1] - The company specializes in providing services related to power new energy design, integration, supply of medium and low voltage electrical equipment, and operation and maintenance, focusing on new projects, renovation projects, and completed projects in sectors such as real estate and public utilities [1] - The revenue composition of the company includes 66.95% from power engineering construction, 32.86% from power equipment supply, and 0.19% from other sources [1] Shareholder Information - Among the top ten circulating shareholders of Suwen Electric Energy, one fund from GF Fund, the GF Multi-Factor Mixed Fund (002943), entered the list in the second quarter, holding 1.2352 million shares, which is 0.64% of the circulating shares [2] - The GF Multi-Factor Mixed Fund has achieved a year-to-date return of 30.84%, ranking 2432 out of 8161 in its category, and a one-year return of 33.52%, ranking 2038 out of 8015 [2] Fund Management - The fund managers of GF Multi-Factor Mixed Fund are Tang Xiaobin and Yang Dong, with Tang having a tenure of nearly 11 years and a best fund return of 385.92% during his management period [3] - Yang has been managing the fund for over 4 years, achieving a best fund return of 106.7% [3]

Core Viewpoint - Suwen Electric Power (300982) is actively engaging in research and development projects in the data center sector, aiming to enhance energy management efficiency and reduce energy consumption costs [1] Group 1: Company Strategy - The company has outlined its commitment to providing "safe, reliable, and cost-effective" power supply services, which aligns with its strategic focus on supporting social development [1] - In the 2024 annual report, the company highlighted its R&D investments specifically targeted at the data center field [1] Group 2: Market Context - The inquiry from investors referenced the market valuation of Zhengtai Power, which reached 13 billion, indicating a competitive landscape in the data center backup diesel generator market [1]

Group 1 - The core point of the article is the announcement by Suwen Electric Power regarding the appointment of a new sponsor representative from CITIC Securities [2] - CITIC Securities has appointed Ms. Sun Lu to replace Mr. Kong Lei as the continuous supervision sponsor representative for Suwen Electric Power [2] - The new representative will be responsible for ongoing supervision duties and fulfilling related responsibilities [2]

证券代码：300982 证券简称：苏文电能 公告编号：2025-038 苏文电能科技股份有限公司 关于变更保荐代表人的公告 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、变更保荐代表人的情况说明 中信证券股份有限公司（以下简称"中信证券"）担任苏文电能科技股份有 限公司（以下简称"苏文电能"或"公司"）2021 年首次公开发行并在创业板 上市项目及 2022 年向特定对象发行 A 股股票项目的保荐人。截至 2024 年 12 月 31 日，保荐人对苏文电能 2021 年首次公开发行股票并在创业板上市及 2022 年 向特定对象发行股票的法定持续督导期届满，并已于 2025 年 5 月 12 日出具了《中 信证券股份有限公司关于苏文电能科技股份有限公司持续督导保荐总结报告书》。 由于公司首次公开发行股票并上市及向特定对象发行股票项目均尚有部分募集 资金未使用完毕，保荐人就其募集资金使用情况继续履行持续督导的责任。 二、新保荐代表人基本情况 孙璐女士：中信证券投资银行管理委员会高级副总裁，保荐代表人，2012 年开始从事投资银行工作，曾主持或参与均普智能 I ...

证券日报网讯 9月12日晚间，苏文电能（300982）发布公告称，公司于2025年9月12日召开2025年第一 次职工代表大会，经全体与会职工代表表决，同意选举姜保光先生担任公司第三届董事会职工代表董 事。 ...

证券代码：300982 证券简称：苏文电能 公告编号：2025-037 苏文电能科技股份有限公司 关于非独立董事辞职暨选举职工代表董事的公告 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。 一、非独立董事辞职的情况 苏文电能科技股份有限公司（以下简称"公司"）董事会于近日收到公司非 独立董事姜保光先生递交的书面辞职报告，因公司治理结构调整，姜保光先生申 请辞去公司第三届董事会非独立董事、审计委员会及薪酬与考核委员会委员职务， 辞任后仍担任公司总经理助理。在公司增补新任审计委员会及薪酬与考核委员会 委员之前，姜保光先生将继续履行其作为委员的相关职责。姜保光先生担任公司 非独立董事原定任期至第三届董事会届满之日，即 2026 年 5 月 26 日。 根据《公司法》《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》《公司章程》等有关规定，姜保光先生的辞职不会导致公司 董事会成员低于法定最低人数，不会影响公司董事会的正常运作，其辞职报告自 送达董事会之日起生效。姜保光先生不存在应履行而未履行的公开承诺。 特此公告。 苏文电能科技股份有限公司董 ...

浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 浙江天册律师事务所 关于 苏文电能科技股份有限公司 2025 年第一次临时股东会的 法律意见书 法律意见书 浙江天册律师事务所 关于苏文电能科技股份有限公司 2025 年第一次临时股东会的 法律意见书 编号：TCFGZY2025H0030 号 致：苏文电能科技股份有限公司 浙江天册律师事务所（以下简称"本所"）接受苏文电能科技股份有限公司 （以下简称"苏文电能"或"公司"）的委托，指派本所律师参加公司 2025 年第 一次临时股东会，并根据《中华人民共和国证券法》（以下简称"《证券法》"）、 《中华人民共和国公司法》（以下简称"《公司法》"）和《上市公司股东会规 则》（以下简称"《股东会规则》"）等法律、法规和其他有关规范性文件，以 及《苏文电能科技股份有限公司章程》（以下简称"《公司章程》"）的要求出具本 法律意见书。 在本法律意见书中，本所律师仅对本次股东会召集、召开程序、出席人员的 资格、召集人的资格、表决程序及表决结果的合法有效性发表意见，不对会议所 ...

证券代码：300982 证券简称：苏文电能 公告编号：2025-036 苏文电能科技股份有限公司 2025 年第一次临时股东会决议公告 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.本次股东会无否决议案的情形； 2.本次股东会不涉及变更以往股东会已通过的决议； 3.本次股东会采取现场投票和网络投票相结合的方式召开。 （1）现场会议召开时间为：2025 年 9 月 12 日下午 15:00 （2）网络投票时间：2025 年 9 月 12 日 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 9 月 12 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投票系 统进行网络投票的时间为 2025 年 9 月 12 日 9:15-15:00 期间的任意时间。 2、现场会议召开地点：江苏省常州市长帆路 3 号一号楼一楼能创会议室； 3、召开方式：本次会议采取现场表决与网络投票相结合的方式召开 （1）现场表决：股东本人出席现场会议或者书面委托代理人出席现场会议； （2）网络投票：公司将通 ...

Market Overview - On September 10, the infrastructure sector declined by 0.24% compared to the previous trading day, with *ST Yuan Cheng leading the decline [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Performers in Infrastructure Sector - Dongzhu Ecology (603359) closed at 9.22, up 10.02% with a trading volume of 17,600 lots and a transaction value of 16.21 million [1] - Chengbang Co., Ltd. (603316) closed at 10.02, up 9.99% with a trading volume of 158,500 lots and a transaction value of 156 million [1] - ST Lingnan (002717) closed at 1.60, up 5.26% with a trading volume of 1,375,000 lots and a transaction value of 206 million [1] Underperformers in Infrastructure Sector - *ST Yuan Cheng (603388) closed at 1.85, down 5.13% with a trading volume of 17,500 lots and a transaction value of 3.24 million [2] - Hongrun Construction (002062) closed at 9.05, down 3.52% with a trading volume of 786,900 lots and a transaction value of 712 million [2] - Pudong Construction (600284) closed at 8.65, down 2.70% with a trading volume of 310,700 lots and a transaction value of 27.4 million [2] Capital Flow Analysis - The infrastructure sector saw a net inflow of 99.53 million from main funds, while retail investors experienced a net outflow of 123 million [2][3] - The main funds showed significant net inflows in several stocks, including: - Huylv Ecology (001267) with a net inflow of 14.5 million [3] - Chengbang Co., Ltd. (603316) with a net inflow of 66.68 million [3] - Xinjiang Communications Construction (002941) with a net inflow of 53.23 million [3]