证券代码：301002 证券简称：崧盛股份 深圳市崧盛电子股份有限公司 结合崧盛股份 15 年制造业积累的产业链、供应链优势，及自有数字化智能 制造基地、全球化市场及运营布局、国际化经营团队及粤港澳大湾区产业 优势，通过产业协同与技术整合，助力崧盛亿麦进军数据中心供电产业链。 3、公司对于崧盛亿麦产品毛利率情况有何预期？ 结合崧盛亿麦核心技术能力、核心组织能力及当前技术储备，同时结合 AI 数据中心模块化电源当前市场情况，我们对于崧盛亿麦后续产品毛利率情 况非常乐观。 4、公司储能业务发展情况如何？ 投资者关系活动记录表 编号 2026-001 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | 参与单位名 | 工银瑞信基金、银华基金、信达澳亚基金、中汇基金、富安达基金、殷实 | | 称 | 基金、中泰证券、中金公司、中信证券、华鑫证券、国信证券、上海乾瞻 | | | 资管、皓普投资、博普资产、富荣基金 | | 时间 | 年 月 日 2026 3 ...

东方金诚关注到，2026 年 1 月 28 日，崧盛股份发布《关于提前赎回"崧盛转债"暨"崧盛转 债"即将停止交易的重要提示性公告》，称自 2025 年 12 月 19 日至 2026 年 1 月 12 日，崧盛股份 股票已出现连续 30 个交易日中 15 个交易日的收盘价格不低于"崧盛转债"当期转股价格（即 24.35 元/股）的 130%（即 31.655 元/股），已触发《深圳市崧盛电子股份有限公司向不特定对象发行可转 换公司债券募集说明书》中规定的有条件赎回条款，公司结合市场及自身情况，为降低公司财务费 用及资金成本，将行使"崧盛转债"的提前赎回权利。根据安排，2026 年 2 月 6 日为"崧盛转债" 赎回日，公司将全额赎回截至赎回登记日（2026 年 2 月 5 日）收市后在中国结算登记在册的"崧盛 转债"，赎回完成后，"崧盛转债"将在深圳证券交易所摘牌。 2026 年 2 月 24 日，公司发布《深圳市崧盛电子股份有限公司关于"崧盛转债"摘牌的公告》， 截至 2026 年 2 月 5 日收市后，"崧盛转债"尚有 6576 张未转股，公司已全部赎回，无"崧盛转债" 继续流通或交易。2026 年 2 ...

Key Points - Tanaka Precision Machinery has experienced significant short-term price increases, but there is a risk of a price pullback in the near term [1] - Chuanjinno's production costs may rise due to the sustained high prices of sulfur, a key raw material [1] - Songsheng Co. plans to establish a joint venture to develop digital energy products, including server power supplies and AI power supplies [1] - Beijing Keri has won a bid for a project with a value of 288 million yuan from the Southern Power Grid [1] - Transsion Holdings is projected to have a net profit of 2.584 billion yuan in 2025, reflecting a year-on-year decline of 53.43% [1][2] - Aibo Medical intends to acquire a 68.31% stake in Demei Medical for 683 million yuan [3] - Wens Foodstuff Group plans to repurchase shares worth between 800 million and 1.2 billion yuan [3] - Gree Electric Appliances' Zhuhai Mingjun plans to reduce its stake by no more than 2% [3] - Rizhao Port plans to issue corporate bonds with a total scale not exceeding 3 billion yuan [1][3] - Baibang Technology's subsidiary has renewed its agreement as an independent repair provider for Apple [1]

Key Points - Tanaka Precision Machinery has experienced significant short-term price increases, indicating potential short-term pullback risks [1] - Chuanjinno is facing high prices for sulfur, a key raw material, which may lead to increased production costs [1] - Songsheng Co. plans to establish a joint venture to develop digital energy products, including server power supplies and AI power supplies [1] - Beijing Keri has won a bid for a project with a value of 288 million yuan from the Southern Power Grid [1] - Transsion Holdings is projected to report a net profit of 2.584 billion yuan for 2025, reflecting a year-on-year decline of 53.43% [1] - Aibo Medical intends to acquire 68.31% of Demai Medical for 683 million yuan [1] - Wens Foodstuff Group plans to repurchase shares worth between 800 million and 1.2 billion yuan [1] - Gree Electric Appliances' Zhuhai Mingjun plans to reduce its stake by up to 2% [2] - Rizhao Port plans to issue corporate bonds with a total scale not exceeding 3 billion yuan [2] - Baibang Technology's subsidiary has renewed its agreement as an independent repair provider for Apple [2]

Group 1 - The core point of the article is that Songsheng Co., Ltd. has announced the establishment of a joint venture company focused on digital energy technology, which is expected to enhance its market position in the digital energy sector [1]. - As of February 25, 2026, Songsheng Co., Ltd. closed at 45.5 yuan, a 7.9% increase from the previous trading day, with a total market capitalization of 6.14 billion yuan [1]. - The joint venture, named Shenzhen Songsheng Yimai Digital Energy Technology Co., Ltd., has a registered capital of 30 million yuan, with Songsheng contributing 15.3 million yuan for a 51% stake [1]. Group 2 - The joint venture will focus on the research, production, and sales of digital energy products such as server power supplies and AI power supplies [1]. - The ownership structure of the joint venture includes West Xi'an Yimai Tongchuang holding 14.7% and West Xi'an Yimai Rui holding 34.3%, with the latter contributing technology, equipment, and cash [1]. - This transaction does not constitute a major asset restructuring and does not require approval from the shareholders' meeting [1].

Major Announcements - SMIC's application for issuing shares to purchase assets has been accepted by the Shanghai Stock Exchange [2] - Gree Electric's largest shareholder plans to reduce its stake by no more than 2% [35] - Haiguang Information expects a net profit increase of 22.56% to 42.32% in Q1 2026 [18] Company Developments - SMIC plans to issue shares to acquire 49% of the equity in Zhongke North Integrated Circuit Manufacturing [2] - Bona Film Group reports normal operations with no significant changes in the internal and external business environment [2] - ST Xinhua Jin is under investigation by the CSRC for information disclosure violations [3] - Shandong Haihua plans to invest 48.37 billion yuan in a soda ash facility upgrade for energy efficiency [4] - ST Yanshi warns of potential delisting risks due to significant stock price fluctuations and unresolved audit issues [5] - Saifutian's subsidiary has resumed production, stabilizing the supply of photovoltaic battery products [6] - Jin'an Guoji's subsidiary has been recognized as a high-tech enterprise, benefiting from tax incentives [7] - Chuanjinno reports market rumors regarding U.S. national security priorities affecting its operations [8] - Lingyi Zhi Manufacturing plans to invest in a fund focused on advanced equipment manufacturing [9] - Songsheng Co. is establishing a joint venture for digital energy products [10] - Longbai Group's subsidiary has partially resumed production after safety inspections [10] - Tongyuan Petroleum reports no significant changes in its business environment despite stock price fluctuations [11] Financial Performance - Haiguang Information's 2025 revenue reached 14.376 billion yuan, a 56.91% increase, with a net profit of 2.542 billion yuan, up 31.66% [18] - Sainuo Medical's 2025 revenue was 525 million yuan, a 14.53% increase, with a net profit of 47.286 million yuan, up 3057.05% [19] - Koweil's 2025 revenue was 514 million yuan, a 7.39% increase, with a net profit of 64.8996 million yuan, up 32.32% [20] - United Imaging's 2025 revenue reached 13.821 billion yuan, a 34.18% increase, with a net profit of 1.888 billion yuan, up 49.6% [21] - Nanya New Materials reported a 2025 net profit of 241 million yuan, a 378.65% increase [22] - Yanzhou Coal's Australian subsidiary reported a 2025 after-tax profit of 440 million AUD [23] - Lante Optical's 2025 net profit was 388 million yuan, a 76.09% increase [24] - Huafeng Measurement's 2025 net profit was 538 million yuan, a 61.22% increase [26] - Hancable's 2025 net profit was 592 million yuan, a 9.59% decrease [27] - Transsion Holdings reported a 2025 net profit of 2.584 billion yuan, a 53.43% decrease [27] - Aiko Optoelectronics reported a 2025 net profit of 64.0919 million yuan, a 307.63% increase [28] - Huachuang Technology's 2025 net profit was 42.678 million yuan, an 89.45% increase [29] - Honghua Digital's 2025 net profit was 529 million yuan, a 27.63% increase [29] - Zhujiang Beer reported a 2025 net profit of 903 million yuan, an 11.42% increase [30] - Xindong Lian Ke's 2025 net profit was 302 million yuan, a 36.1% increase [31] - Qingda Environmental's 2025 net profit was 181 million yuan, a 94.62% increase [33] - Shenkong Co.'s 2025 net profit was 101 million yuan, a 146.54% increase [34] - Chip Micro's 2025 net profit was 290 million yuan, an 80.42% increase [34]

Group 1: Financial Performance Highlights - Lante Optics achieved a revenue of 1.536 billion yuan in 2025, a year-on-year increase of 48.52%, with a net profit of 388 million yuan, up 76.09% [1] - United Imaging reported a revenue of 13.82 billion yuan for 2025, reflecting a 34.18% year-on-year growth, and a net profit of 1.888 billion yuan, up 49.60% [2] - Hengxuan Technology's revenue reached 3.525 billion yuan, an 8.02% increase, with a net profit of 588 million yuan, up 27.75% [3] - Nanya New Materials reported a significant net profit increase of 378.65%, reaching 241 million yuan, with revenue of 5.228 billion yuan, up 55.52% [4] - Yancoal Australia, a subsidiary of Yancoal Energy, reported a revenue of 5.949 billion AUD and a net profit of 4.4 billion AUD for 2025 [5] - Hanlan Co. reported a revenue of 10.467 billion yuan, a 13.04% increase, but a net profit decline of 9.59% to 592 million yuan [10][11] - Transsion Holdings experienced a revenue decline of 4.50% to 65.623 billion yuan, with a net profit drop of 53.43% to 2.584 billion yuan [14] - Huachuang Technology achieved a revenue of 628 million yuan, a 2.78% increase, with a net profit of 42.678 million yuan, up 89.45% [21] - Aiko Optoelectronics reported a revenue of 440.311 million yuan, a 77.36% increase, with a net profit of 64.0919 million yuan, up 307.63% [34] - Chip Microelectronics achieved a revenue of 1.408 billion yuan, a 47.61% increase, with a net profit of 290 million yuan, up 80.42% [35] - Shenkong Co. reported a revenue of 443 million yuan, a 46.26% increase, with a net profit of 101 million yuan, up 146.54% [36] - Qinda Environmental reported a revenue of 2.042 billion yuan, a 55.42% increase, with a net profit of 181 million yuan, up 94.62% [39] Group 2: Corporate Developments - Huilong New Materials announced that its actual controller is planning a significant matter that may lead to a change in company control, resulting in a stock suspension [6] - Fangzheng Securities disclosed that its shareholder China Cinda did not reduce its shareholding as planned during the designated period [7] - Lingyi Technology plans to invest 20 million yuan in a partnership with several investment firms [8] - Longbai Group's subsidiary has partially resumed production after a safety incident [9] - Fuda Co. plans to reduce its repurchased shares by up to 1% through centralized bidding [13] - Fuxing Pharmaceutical's subsidiary received approval for clinical trials of a new drug for lung cancer [15] - Beixin Road and Bridge won a bid for a highway reconstruction project worth 751 million yuan [16] - Songsheng Co. established a joint venture with a registered capital of 30 million yuan, focusing on digital energy products [17] - Moxinlin reported a revenue of 577 million yuan, a 20.98% increase, with a net profit of 55.8745 million yuan, up 22.69% [18] - Zhuhai Beer reported a revenue of 5.878 billion yuan, a 2.56% increase, with a net profit of 903 million yuan, up 11.42% [24] - Honghua Digital reported a revenue of 2.308 billion yuan, a 28.90% increase, with a net profit of 529 million yuan, up 27.63% [25] - Xinfeng Pharmaceutical received FDA approval for two injectable drugs [26] - Jiazhe New Energy's project for green hydrogen production received regulatory approval [27] - Chip Microelectronics reported a revenue of 5.24 billion yuan, a 29.48% increase, with a net profit of 302 million yuan, up 36.1% [28] - Debang Co. completed the cash settlement process for its delisting [29] - Xingfu Electronics reported a revenue of 1.475 billion yuan, a 29.72% increase, with a net profit of 208 million yuan, up 30.37% [30] - Longda Food announced the resignation of its general manager due to work adjustments [31] - Bohai Chemical reported that some fundraising projects have commenced production [32] - Shengke Communication reported a net loss of 150 million yuan for 2025 [33] - Jin Cheng Pharmaceutical's subsidiaries received drug registration certificates for two products [37] - Jinpu Titanium Industry announced the resumption of production at its subsidiary [38] - Zhigao Electric's subsidiary won a bid for a project worth 182 million yuan [40]

（记者 曾健辉） 每经头条（nbdtoutiao）——伤亡180万人！俄乌冲突四周年，陷入谈判死局、战场僵局、经济困局！谁 为战争买单 每经AI快讯，崧盛股份2月25日晚间发布公告称，公司第四届第四次董事会会议于2026年2月25日以现 场结合通讯方式召开。会议审议了《关于投资设立合资公司的议案》等文件。 ...

Core Viewpoint - The company has signed a joint venture agreement to establish Shenzhen Songsheng Yimai Digital Energy Technology Co., Ltd., with a registered capital of 30 million yuan, enhancing its competitiveness in the digital energy sector [1] Group 1: Joint Venture Details - The joint venture is formed with Xi'an Yimai Tongchuang Consulting Service Partnership and Xi'an Yimai Rui Power Technology Co., Ltd. [1] - The company will contribute 15.3 million yuan, holding a 51% stake in the joint venture [1] Group 2: Business Focus - The joint venture will focus on the development of server power supplies and AI power products [1] - This collaboration aims to leverage the strengths of both parties in the supply chain and technology development [1]

Core Viewpoint - The company, Songsheng Co., Ltd. (崧盛股份), has signed a joint venture agreement to establish a new company focused on digital energy products, enhancing its market competitiveness through collaboration with partners [1] Group 1: Joint Venture Details - The joint venture, named Shenzhen Songsheng Yimai Digital Energy Technology Co., Ltd., will be established with a registered capital of 30 million yuan [1] - Songsheng will contribute 15.3 million yuan, holding a 51% stake in the joint venture [1] Group 2: Business Focus - The joint venture aims to develop server power supplies and AI power supplies, among other digital energy products [1] - The collaboration is expected to leverage the strengths of both Songsheng and its partners in technology and product development [1]