| 证券代码：301002 | 证券简称：崧盛股份 | 公告编号：2025-051 | | --- | --- | --- | | 债券代码：123159 | 债券简称：崧盛转债 | | 深圳市崧盛电子股份有限公司 关于崧盛转债预计触发赎回条件的提示性公告 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： 深圳市崧盛电子股份有限公司（以下简称"公司"）股票自 2025 年 8 月 26 日至 2025 年 9 月 11 日已有 10 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），如后续公司股票收盘价 格继续不低于当期转股价格的 130%，预计将可能触发"崧盛转债"有条件赎回 条款。 根据《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》（以下简称"《募集说明书》"）及《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》中赎回条款的相关规定，公司董事会有权决定 按照债券面值加当期应计利息的价格赎回全部或部分未转股的"崧盛转债"。 敬请广大投资 ...

Group 1 - The company has developed multiple LED driver power supplies for sports lighting, with a maximum power of 1800W, supporting various dimming modes such as DMX/RDM+D4i, and capable of achieving over 40 flashes per second, meeting the flicker-free requirements for professional sports lighting [1] - The company aims to actively seize the opportunities arising from the new construction and renovation demands of domestic sports venues [1] - The recent government policy issued on September 4, which focuses on unleashing the potential of sports consumption and promoting high-quality development in the sports industry, presents several growth opportunities for the company, including increased demand for sports venue construction and renovation, the catalytic effect of large-scale events, trends towards green, low-carbon, and intelligent development, as well as improved financial support and market environment [3]

Company Overview - Shenzhen Songsheng Electronics Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 8, 2011. The company went public on June 7, 2021. Its main business involves the research, development, production, and sales of medium and high-power LED driver power supply products [1]. Business Composition - The revenue composition of the company is as follows: high-power LED driver power supplies account for 79.64%, medium-power LED driver power supplies 11.84%, energy storage products 6.93%, other (supplementary) 1.58%, and low-power LED driver power supplies 0.01% [1]. Stock Performance - On September 9, the stock price of Songsheng increased by 5.19%, reaching 36.69 CNY per share, with a trading volume of 204 million CNY and a turnover rate of 7.77%. The total market capitalization is 4.508 billion CNY [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under ICBC Credit Suisse holds a significant position in Songsheng. The ICBC Joy Mixed A Fund (011729) held 16,200 shares in the second quarter, accounting for 0.13% of the fund's net value, making it the largest heavy stock. The estimated floating profit today is approximately 29,300 CNY [2]. Fund Performance - The ICBC Joy Mixed A Fund (011729) was established on August 24, 2021, with a latest scale of 90.9406 million CNY. Year-to-date returns are 26%, ranking 2858 out of 8179 in its category. Over the past year, the return is 45.36%, ranking 3148 out of 7984, and since inception, the return is 23.83% [2]. Fund Manager Information - The fund manager of ICBC Joy Mixed A is Jiao Wenlong, who has a cumulative tenure of 10 years and 118 days, with the fund's total asset scale at 9.24 billion CNY. The best fund return during his tenure is 92.3%, while the worst is -89.78%. Co-manager He Shun has a tenure of 1 year and 326 days, with a total asset scale of 6.865 billion CNY, achieving a best return of 52.84% and a worst return of 5.17% during his tenure [3].

Group 1 - A new company named Guangdong Songsheng Import and Export Co., Ltd. has been established, with Tian Nianbin as the legal representative [1] - The company's business scope includes energy storage technology services, sales of battery components, sales of new energy power equipment, and sales of integrated circuits [1] - Guangdong Songsheng Import and Export Co., Ltd. is wholly owned by Songsheng Co., Ltd. (301002) [1]

Summary of Key Points Core Viewpoint - The latest financing balance of the ChiNext market is 469.46 billion yuan, showing a decrease of 3.18 billion yuan compared to the previous period, with 17 stocks experiencing a financing balance growth of over 10% and 23 stocks seeing a decline of over 10% [1]. Financing Balance Overview - As of September 4, the ChiNext index fell by 4.25%, with a total margin balance of 470.97 billion yuan, a decrease of 3.25 billion yuan from the previous trading day. The financing balance is 469.46 billion yuan, down by 3.18 billion yuan, while the securities lending balance is 1.51 billion yuan, down by 64.33 million yuan [1]. - Among the 445 stocks with increased financing balances, 17 stocks saw an increase of over 10%. The largest increase was for Shangneng Electric, with a financing balance of 738.61 million yuan, up by 60.76% [1][3]. Stocks with Increased Financing Balances - The stocks with the highest financing balance increases include: - Shangneng Electric: 738.61 million yuan, +60.76%, closing price 34.12 yuan, +13.32% [3]. - Baipusais: 94.00 million yuan, +18.99%, closing price 60.40 yuan, -7.79% [3]. - Kailong Gaoke: 46.23 million yuan, +16.27%, closing price 15.29 yuan, +0.92% [3]. - The average increase for stocks with over 10% growth was 1.22%, with notable performers including Shangneng Electric, Pinwo Food, and Penghui Energy [1]. Stocks with Decreased Financing Balances - A total of 498 stocks saw a decrease in financing balances, with 23 stocks experiencing a decline of over 10%. The largest decrease was for Boyuan Shares, with a financing balance of 11.83 million yuan, down by 37.80% [4]. - Other significant declines include: - Songsheng Shares: 7.55 million yuan, -32.62% [4]. - Youyou Green Energy: 11.74 million yuan, -30.99% [4]. Capital Flow Analysis - On September 4, among the stocks with increased financing balances, 11 stocks saw net inflows of main funds, with Penghui Energy and Shangneng Electric leading with net inflows of 139 million yuan and 133 million yuan, respectively [2]. - Conversely, six stocks experienced net outflows, with Xian Dao Intelligent and Baipusais seeing the largest outflows of 192 million yuan and 22.51 million yuan, respectively [2].

Group 1 - The company, Songsheng Co., announced significant progress in its robotic reducer business during a response to investor inquiries on September 4 [2] - The company emphasized that the details regarding this progress should be based on the relevant announcements disclosed by the company [2]

Market Overview - The net outflow of main funds in the power equipment sector was 299 million yuan, while retail investors saw a net inflow of 359 million yuan [2][3] - The Shanghai Composite Index closed at 3765.88, down 1.25%, and the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Jinlongyu (002882) led the gains with a closing price of 37.16, up 10.01% with a trading volume of 623,100 shares [1] - Kelun Electronics (002121) followed with a closing price of 7.34, up 8.26% and a trading volume of 2,225,100 shares [1] - The worst performer was Songsheng Co. (301002), which closed at 27.97, down 9.10% with a trading volume of 108,100 shares [2] Fund Flow Analysis - Jinlongyu had a main fund net inflow of 4.35 billion yuan, while retail investors had a net outflow of 1.76 billion yuan [3] - Kelun Electronics experienced a main fund net inflow of 1.82 billion yuan, with retail investors seeing a net outflow of 1.78 billion yuan [3] - The overall trend indicates that while institutional investors were pulling out, retail investors were actively buying into certain stocks [2][3]

Group 1 - The core viewpoint of the news is that Songsheng Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.31% to 34.48 CNY per share, and a total market capitalization of 4.237 billion CNY [1] - Songsheng Co., Ltd. specializes in the research, production, and sales of medium and high-power LED driver power supply products, with its main business revenue composition being 85.40% from high-power LED driver power supplies, 13.02% from medium-power LED driver power supplies, and minor contributions from energy storage products and others [1] - The company is located in Shenzhen, Guangdong Province, and was established on July 8, 2011, with its listing date on June 7, 2021 [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under ICBC Credit Suisse holds a significant position in Songsheng Co., Ltd., with the ICBC Joy Mixed A Fund (011729) holding 16,200 shares, accounting for 0.13% of the fund's net value [2] - The ICBC Joy Mixed A Fund has achieved a year-to-date return of 25.34% and ranks 3281 out of 8184 in its category, with a one-year return of 43% and a ranking of 3230 out of 7971 [2] Group 3 - The fund manager of ICBC Joy Mixed A Fund is Jiao Wenlong, who has a tenure of 10 years and 111 days, with the fund's total asset scale at 9.24 billion CNY [3] - The best and worst fund returns during Jiao Wenlong's tenure are 88.94% and -89.8%, respectively [3] - Another fund manager, He Shun, has a tenure of 1 year and 319 days, with a total asset scale of 6.865 billion CNY, and the best and worst returns during his tenure are 56.88% and 4.69%, respectively [3]

Group 1 - The company, Congsheng Co., has signed a maximum guarantee contract with China Minsheng Bank Shenzhen Branch, providing a guarantee for a comprehensive credit contract with a maximum debt amount of RMB 20 million [2] - Other shareholders of Congsheng Innovation will provide counter-guarantees according to their shareholding ratios [2] - After this guarantee, the total guarantee balance for Congsheng Innovation by the company is RMB 45 million, with a remaining available guarantee amount of RMB 72 million [2]

| | | 深圳市崧盛电子股份有限公司 关于向控股子公司提供担保的进展公告 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。 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 2 号——创业板上市公司规范运作》及《公司章程》等相关规定， 上述担保金额在预计担保额度内，无需再次提交公司董事会及股东大会审议。 深圳市崧盛电子股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召 开第三届董事会第十九次会议及第三届监事会第十四次会议、2025 年 5 月 19 日 召开 2024 年年度股东大会，审议通过了《关于 2025 年度拟向银行申请综合授信 额度及对子公司提供担保额度预计的议案》，同意公司对控股子公司深圳崧盛创 新技术有限公司（以下简称"崧盛创新"）向银行申请的综合授信业务提供不超 过人民币 10,000 万元（含本数）的担保额度，并接受崧盛创新其他股东暨公司 关联方——田年斌、王宗友及由田年斌担任执行事务合伙人的有限合伙企业按其 对崧盛创新的持股比例向公司提供的同等比例反担保。上述额度有效期为自 2024 年年度 ...