深圳市崧盛电子股份有限公司 | 证券代码：301002 | 证券简称：崧盛股份 | 公告编号：2025-039 | | --- | --- | --- | | 债券代码：123159 | 债券简称：崧盛转债 | | 关于崧盛转债预计触发转股价格向下修正条件的提示性公告 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： 5、本次触发转股价格修正条件的期间从 2025 年 6 月 26 日起算，自 2025 年 6 月 26 日至 2025 年 7 月 31 日，公司股票已有 10 个交易日的收盘价低于当期转 股价格的 90%，如后续公司股票收盘价格继续低于当期转股价格的 90%，预计将 可能触发"崧盛转债"转股价格向下修正条件。若触发条件，公司将按照《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》"）的约定及时履行后续审议程序和信息披露义务。 一、可转换公司债券基本情况 1、发行上市情况 经中国证券监督管理委员会《关于同意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注册的批复》（证监许可 ...

Group 1: Company Overview and Financial Performance - The company achieved a relatively good growth in total operating revenue in 2024, but the gross margin of LED driver power supply decreased due to intensified industry competition and a significant drop in sales prices [2][4] - In 2024, the overall capacity utilization rate was approximately 66%, with an expected increase to around 70% in 2025 [5] Group 2: Future Growth Points - The company has nearly 15 years of technology accumulation and manufacturing experience in the LED driver power supply sector, which allows for customized high-quality products [2][3] - The global penetration rate of LED lighting is about 76%, with opportunities for replacing high-energy-consuming lamps and emerging applications in the market [2][3] Group 3: Market Impact and Challenges - The direct export tariff for LED driver power supply products to the U.S. is approximately 58%, with direct sales to the U.S. accounting for about 1% of total revenue in 2024 [4] - In 2024, the direct export amount of LED driver power supply was 140 million CNY, representing 16% of total operating revenue [4] Group 4: Emerging Markets and Product Lines - The global LED plant lighting market is projected to reach 1.315 billion USD in 2024, with a year-on-year growth of 6.6% [6] - The company aims to increase the revenue share of plant lighting LED driver power supplies in 2025, currently accounting for about 11% of total revenue [6] Group 5: Storage and Robotics Development - The storage subsidiary is focusing on core components for commercial storage systems and has seen good operational performance, with plans for more contributions in 2025 [7][8] - The company has established a robotics transmission technology company, investing 5.5 million CNY for a 55% stake, and is developing high-performance harmonic reducers and intelligent joints [8]

Group 1 - The core viewpoint of the news is that Chuangfu Zhaoye, a well-known private equity firm, has conducted research on a listed company, Songsheng Co., which specializes in LED driver power supplies and energy storage systems [1] - Songsheng Co. has 15 years of technical experience in the LED driver power supply sector and has obtained safety certifications in multiple countries, indicating strong market competitiveness [1] - The company's energy storage subsidiary is positioned as a technology-driven enterprise with a high proportion of R&D personnel and flexible product design [1] Group 2 - The production capacity utilization rate of Songsheng Co.'s energy storage inverters is high, and core components of household energy storage systems are being shipped [1] - The company is managing "Songsheng Convertible Bonds," with a remaining bond balance of approximately 294 million yuan [1] - The direct export tariff for LED driver power supply products to the U.S. is about 58%, with direct export sales expected to reach 140 million yuan in 2024, accounting for 16% of total revenue, of which the U.S. market represents about 1% [1]

Group 1: Company Overview and Competitiveness - The company has nearly 15 years of experience in LED driver power supply technology and manufacturing, holding multiple LED driver, dimming, and lighting control technologies [2] - The maximum power of plant lighting LED driver power supply can reach 1500W, with a wide voltage input range of 180-528Vac and a conversion efficiency of up to 97% [2] - The company’s products have obtained global safety certifications and are compatible with global power grid applications [2] Group 2: Storage Inverter Positioning and Competitiveness - The company positions its storage subsidiary as a technology-driven enterprise, with over 60% of its employees in R&D roles as of the end of 2024 [3] - 15% of the R&D personnel hold master's degrees, and approximately 40% have over 5 years of experience in the energy storage industry [3] - The storage subsidiary focuses on core components for commercial energy storage systems and household energy storage systems, emphasizing flexibility in product design and strong market competitiveness [3] Group 3: Production Capacity and Financial Considerations - The storage subsidiary is performing well, with high capacity utilization for the photovoltaic + energy storage hybrid inverter [3] - The current balance of the "Sonseng Convertible Bond" is approximately 294 million yuan, with ongoing management based on stock price trends and operational conditions [3] - The direct export tariff for LED driver power supply products to the U.S. is approximately 58%, with expected direct sales to the U.S. in 2024 amounting to 140 million yuan, representing 16% of total revenue [3]

| 证券代码：301002 | 证券简称：崧盛股份 | 公告编号：2025-038 | | --- | --- | --- | | 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。 一、担保情况概述 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 年年度股东大会审议通过之日 ...

Group 1: Company Overview - Shenzhen Songsheng Electronics Co., Ltd. has been focused on LED driver power supply for nearly 15 years, establishing itself as a leading manufacturer in China with significant scale and digital operation capabilities [2][5]. - The company has a strong domestic market presence, with 2024 revenue from domestic LED lighting driver power supply reaching CNY 740 million, accounting for 83.79% of total revenue [3]. Group 2: Financial Performance - In 2024, the company experienced a decline in gross margin for LED driver power supplies due to intensified industry competition, with the sales price dropping more than the reduction in unit product costs [2]. - Direct export revenue increased by 47.81% year-on-year in 2024, with new markets opened in South America and the Middle East [3]. Group 3: Market Position - The company holds a leading position in the domestic LED driver power supply market, while its global market share is relatively low at 1.31% as of 2022, according to QYResearch [4]. Group 4: Product and Resource Development - The company has established a joint venture with Chongqing Jingang Transmission Technology Co., Ltd., investing CNY 5.5 million for a 55% stake to develop high-performance components for robotics and aerospace [5]. - Key materials for LED driver power supplies include transformers, MOSFETs, control ICs, and inductors, with a robust supply chain that is not significantly affected by U.S. semiconductor export controls [7]. Group 5: Revenue Breakdown and Capacity Utilization - In 2024, outdoor lighting LED driver power supply accounted for approximately 46% of total revenue, while commercial lighting contributed about 43% and plant lighting combined with sports lighting made up around 11% [7]. - The overall capacity utilization rate for the company in 2024 was approximately 66%, with expectations to reach around 70% in the current year [7].

| 证券代码：301002 | 证券简称：崧盛股份 | 公告编号：2025-037 | | --- | --- | --- | | 债券代码：123159 | 债券简称：崧盛转债 | | 3、截至 2025 年 6 月 30 日，公司剩余可转换公司债券张数为 2,943,365 张， 剩余可转换公司债券票面总额为人民币 294,336,500.00 元。 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 15 号——可转换公司债券》的有关规定，深圳市崧盛电子股份有限 公司（以下简称"崧盛股份"或"公司"）现将 2025 年第二季度可转换公司债券 （以下简称"可转债"）转股及公司股份变动情况公告如下： 深圳市崧盛电子股份有限公司 关于 2025 年第二季度可转换公司债券转股情况的公告 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。 特别提示： 1、"崧盛转债"（债券代码：123159）转股期限为 2023 年 4 月 10 日至 2028 年 9 月 26 日；最新的转股价格为人民币 24.35 元/股。 2、2025 年第二季度 ...

Core Insights - The latest financing balance of the ChiNext market is 358.47 billion yuan, with a week-on-week increase of 3.90 billion yuan, indicating a positive trend in market financing activity [1] - A total of 40 stocks saw their financing balances increase by over 10%, while 16 stocks experienced a decline of more than 10% [1] Financing Balance Overview - As of June 30, the total margin balance for ChiNext stocks reached 359.50 billion yuan, marking an increase of 3.94 billion yuan from the previous trading day, continuing a six-day upward trend [1] - The financing balance specifically increased to 358.47 billion yuan, with a week-on-week rise of 3.90 billion yuan, also reflecting six consecutive days of growth [1] - The margin trading balance for short selling reached 1.03 billion yuan, with a week-on-week increase of 35.32 million yuan [1] Stocks with Significant Financing Balance Increases - Among the 527 stocks with increased financing balances, the stock with the highest increase is Huaren Health, which saw a financing balance of 95.80% growth, reaching 95.42 million yuan, and its stock price rose by 4.61% [1][3] - Other notable stocks with significant increases include Zhongguang Fanglei (72.52% increase) and Songsheng Co., Ltd. (62.77% increase) [1][3] Market Performance of Stocks with Increased Financing - Stocks with financing balance increases of over 10% averaged a rise of 5.10% on the same day, with 33 stocks experiencing gains, including three stocks that hit the daily limit [2] - The top gainers included Songsheng Co., Ltd. (13.73%), Guanshang Technology (13.22%), and Xinyu Guoke (11.85%) [2] Stocks with Decreased Financing Balances - A total of 406 stocks saw a decrease in financing balances, with 16 stocks experiencing declines of over 10% [4] - Wan Sheng Intelligent had the largest decrease, with a financing balance of 85.13 million yuan, down by 22.68% [4] - Other significant declines were observed in Ruina Intelligent (21.75% decrease) and Linuo Pharmaceutical Packaging (19.14% decrease) [4] Summary of Stocks with Decreased Financing Balances - The stocks with the largest decreases in financing balances include: - Wan Sheng Intelligent: 85.13 million yuan, -22.68% [4][5] - Ruina Intelligent: 46.40 million yuan, -21.75% [4][5] - Linuo Pharmaceutical Packaging: 158.80 million yuan, -19.14% [4][5]

Market Overview - The Shanghai Composite Index closed at 3444.43 points, above the five-day moving average, with a gain of 0.59% [1] - The total trading volume of A-shares reached 1,517.37 billion yuan [1] Stocks Performance - A total of 664 A-shares have surpassed the five-day moving average, indicating positive momentum [1] - Notable stocks with significant deviation rates include: - Morningstar Airlines (15.14%) - Xiangyu Medical (14.86%) - Qifeng Precision (13.27%) [1][2] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - China Duty Free Group - Shanghai Yizhong - Shanjin International [1] Top Stocks by Deviation Rate - The following stocks had the highest deviation rates from the five-day moving average: - Morningstar Airlines: 19.99% increase, 15.14% deviation [2] - Xiangyu Medical: 20.01% increase, 14.86% deviation [2] - Qifeng Precision: 17.25% increase, 13.27% deviation [2] - Other notable stocks include: - Lianjian Optoelectronics: 19.92% increase, 10.74% deviation [2] - Songsheng Co.: 13.73% increase, 10.55% deviation [2]

Core Viewpoint - The A-share market shows a mixed performance with 476 stocks breaking through the five-day moving average, indicating potential investment opportunities in certain sectors [1] Group 1: Market Overview - As of 10:29 AM, the Shanghai Composite Index is at 3432.93 points, below the five-day moving average, with a fluctuation of 0.25% [1] - The total trading volume of A-shares today is 693.146 billion yuan [1] Group 2: Stocks with Significant Deviation - The stocks with the largest deviation from the five-day moving average include: - Morningstar Aviation (晨曦航空) with a deviation of 15.14% and a price increase of 19.99% [2] - Qifeng Precision (七丰精工) with a deviation of 11.69% and a price increase of 15.15% [2] - Awatech (阿为特) with a deviation of 10.02% and a price increase of 14.90% [2] - Other notable stocks with significant price increases and deviations include: - Xiongtai Technology (雄帝科技) with an 11.52% increase and an 8.85% deviation [2] - Songsheng Co. (崧盛股份) with a 10.85% increase and an 8.36% deviation [2] Group 3: Additional Stocks with Positive Performance - Other stocks showing positive performance and deviations include: - Lijun Co. (利君股份) with a 9.97% increase and a 7.69% deviation [2] - Xiangyu Medical (翔宇医疗) with a 10.41% increase and a 7.66% deviation [2] - Chengfei Integration (成飞集成) with a 10.00% increase and a 7.58% deviation [2]