万联证券股份有限公司 关于广州华立科技股份有限公司 2025 年度以简易程序向特定对象发行股票 发行过程及认购对象合规性报告 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意广州华立 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〔2025〕1972 号）批复，同意广州华立科技股份有限公司（以下简称"华立科技""公司"或"发 行人"）以简易程序向特定对象发行股票的注册申请。 万联证券股份有限公司（以下简称"万联证券"、"保荐人（主承销商）"或"主 承销商"）作为华立科技本次以简易程序向特定对象发行股票（以下简称"本次发 行"）的保荐人（主承销商），根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《证券发 行与承销管理办法》（以下简称"《管理办法》"）、《上市公司证券发行注册管 理办法》（以下简称"《注册办法》"）、《深圳证券交易所上市公司证券发行与 承销业务实施细则》（以下简称"《实施细则》"）等有关法律、法规、规章制度 的要求及华立科技有关本次发行的董事会、股东大会决议，对发行人本次发行过 程及认购对象的合规性进行了核查，现 ...

北京市金杜律师事务所 关于广州华立科技股份有限公司 以简易程序向特定对象发行股票之 发行过程和认购对象合规性的 法律意见书 致：广州华立科技股份有限公司 北京市金杜律师事务所（以下简称本所或金杜）接受广州华立科技股份有限 公司（以下简称发行人、华立科技或公司）的委托，作为专项法律顾问，就发行 人以简易程序向特定对象发行股票事宜（以下简称本次发行）提供法律服务，现 本所根据《中华人民共和国公司法》《中华人民共和国证券法》《证券发行与承 销管理办法》《上市公司证券发行注册管理办法》（以下简称《发行注册管理办 法》）、《深圳证券交易所上市公司证券发行与承销业务实施细则》（以下简称 《实施细则》）等法律、行政法规、规章及规范性文件（以下简称法律法规）的 有关规定，按照律师行业公认的业务标准、道德规范和勤勉尽责精神，就公司本 次发行的发行过程和认购对象合规性出具本法律意见书。 为出具本法律意见书，本所及经办律师根据中华人民共和国境内（以下简称 1 中国境内，为出具本法律意见书之目的，不包括中国香港特别行政区、中国澳门 特别行政区和中国台湾省）现行的法律法规之规定，并按照中国境内律师行业公 认的业务标准、道德规范和勤勉尽 ...

万联证券股份有限公司 关于广州华立科技股份有限公司 2025 年度以简易程序向特定对象发行股票 之 上市保荐书 保荐机构（主承销商） 二〇二五年九月 | | | 一、发行人基本情况 （一）发行人基本信息 | 公司名称 | 广州华立科技股份有限公司 | | --- | --- | | 英文名称 | Guangzhou Wahlap Technology Corporation Limited | | 注册地址 | 广州市番禺区石碁镇莲运二横路 28 号（1-8 层） | | 主要生产经营地址 | 广州市番禺区石碁镇莲运二横路 28 号（1-8 层） | | 股票上市地 | 深圳证券交易所 | | 股票简称 | 华立科技 | | 股票代码 | 301011 | | 有限公司成立日期 | 年 月 日 2010 8 20 | | 股份公司成立日期 | 年 月 日 2015 9 2 | | 注册资本 | 14,669.20 万元 | | 法定代表人 | 苏本立 | | 邮政编码 | 511490 | | 电话号码 | 020-39226386 | | 传真号码 | 020-39226333 | | 互联网网址 | ww ...

Market Overview - The entertainment products sector experienced a decline of 1.07% on September 24, with Chuangyuan Co. leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Huali Technology (301011) saw a closing price of 30.35, with a gain of 5.31% and a trading volume of 104,100 shares, amounting to a transaction value of 319 million yuan [1] - Yingpais (002899) closed at 21.04, up 3.09%, with a trading volume of 47,100 shares and a transaction value of 98.21 million yuan [1] - Chuangyuan Co. (300703) closed at 32.24, down 2.60%, with a trading volume of 84,200 shares and a transaction value of 272 million yuan [2] Capital Flow Analysis - The entertainment products sector saw a net outflow of 138 million yuan from institutional investors, while retail investors had a net inflow of 88.81 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed interest [2][3] Notable Stock Movements - Morning Light Co. (603899) had a net inflow of 5.77% from institutional investors, despite a net outflow from retail investors [3] - High乐股份 (002348) experienced a net inflow of 5.80% from institutional investors, while also facing a net outflow from retail investors [3] - The overall trend shows that while some stocks attracted institutional interest, others faced selling pressure from retail investors [3]

Investment Rating - The report maintains a "Buy" rating, highlighting the potential of lightweight IP carriers to tap into a billion-dollar market through a comprehensive industry layout [2]. Core Insights - The collectible card game (CCG) industry is experiencing explosive growth in China, with the market size projected to reach 26.3 billion RMB in 2024, up from 2.8 billion RMB in 2019, reflecting a compound annual growth rate (CAGR) of 56.6% [5][17]. - The report identifies the U.S. and Japan as mature markets, while China's market is characterized by a younger consumer base, high-frequency low-cost purchases, and social media-driven engagement [5][47]. - The collectible card industry is segmented into trading card games (TCG) and collectible cards, with TCGs like Pokémon and sports cards leading the market [10][35]. Summary by Sections 1. Collectible Cards: Lightweight IP Carriers Providing Multi-Dimensional Value - Collectible cards offer various values, including aesthetic, social, and investment aspects, making them appealing to consumers [14]. - The market is expected to grow significantly, with China's collectible card market projected to reach 44.6 billion RMB by 2029 [17]. 2. Market Size: Explosive Growth in China's Collectible Card Market - The Chinese collectible card market is forecasted to grow to 26.3 billion RMB in 2024, with a significant increase in consumer spending potential [15][17]. - The average spending per consumer in China is only 18.7 RMB, compared to 119.3 RMB in Japan and 64.0 RMB in the U.S., indicating room for growth [17]. 3. Country Segmentation: Mature Markets in the U.S. and Japan, Developing Market in China - The U.S. market is characterized by a well-established ecosystem for sports cards, driven by a strong sports culture and a history of card trading [18][29]. - Japan's market focuses on TCGs, with a compound annual growth rate of 22% from 2019 to 2024, driven by a robust community and competitive events [29][35]. - China's market is rapidly evolving, with a focus on younger consumers and a growing interest in IP-driven products, supported by a burgeoning entertainment toy market [47].

Group 1 - The core viewpoint of the news is that Huali Technology's stock has seen a significant increase of 5.02%, reaching a price of 29.70 yuan per share, with a total market capitalization of 4.357 billion yuan [1] - Huali Technology, established on August 20, 2010, and listed on June 17, 2021, is primarily engaged in the design, research and development, production, sales, and operation of gaming and amusement equipment [1] - The company's main business revenue composition includes: 49.24% from main business, 24.71% from gaming and amusement equipment sales, 17.22% from anime IP derivative products sales, 5.56% from amusement park operations, 1.76% from equipment cooperative operations, and 0.76% from other businesses [1] Group 2 - Among Huali Technology's top ten circulating shareholders, Huaxia Fund's Huaxia Zhongzheng Animation Game ETF (159869) increased its holdings by 331,900 shares, totaling 1.7528 million shares, which accounts for 1.26% of the circulating shares [2] - The Huaxia Zhongzheng Animation Game ETF (159869) was established on February 25, 2021, with a latest scale of 7.073 billion yuan, and has achieved a return of 60.69% this year, ranking 172 out of 4222 in its category [2] - The fund has a one-year return of 110.41%, ranking 266 out of 3813 in its category, and a cumulative return since inception of 61.03% [2]

Group 1: Event Overview - The company participated in the "Value Navigation - 2025 Guangdong Listed Companies Investor Reception Day" on September 19, 2025 [2] - The event was organized by the Guangdong Securities Regulatory Bureau and the Guangdong Listed Companies Association [2] - The activity took place on the P5W Investor Relations Interactive Platform from 15:30 to 17:00 [2] Group 2: Participants - Attendees included the Chief Financial Officer, Mr. Feng Zhengchun, the Board Secretary, Mr. Hua Shunyang, and the Securities Affairs Representative, Ms. Huang Yi [2] - Investors participated through the online platform without any questions raised during the event [2] Group 3: Content and Interaction - The main content of the event included a presentation of the company's mid-year performance report [2] - There were no new interactive discussions beyond previously disclosed investor relations activities [2] - The event did not include any additional materials or attachments [2]

Market Overview - The entertainment products sector rose by 3.28% on September 19, with Zhejiang Zhengte leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Individual Stock Performance - Zhejiang Zhengte (001238) closed at 50.20, up 2.14%, with a trading volume of 7447 lots and a transaction value of approximately 37.23 million yuan [1] - Sanbai Shuo (001300) closed at 14.51, up 2.11%, with a trading volume of 61,100 lots and a transaction value of approximately 87.22 million yuan [1] - Chuangyuan Co. (300703) closed at 33.12, up 1.47%, with a trading volume of 88,500 lots and a transaction value of approximately 294 million yuan [1] - Other notable performers include Huali Technology (301011) and Tongda Chuangzhi (001368), with respective increases of 1.36% and 0.40% [1] Capital Flow Analysis - The entertainment products sector experienced a net outflow of 125 million yuan from institutional investors, while retail investors saw a net inflow of 147 million yuan [2] - The capital flow data indicates that retail investors are more active in the sector compared to institutional investors [2] Detailed Capital Flow for Selected Stocks - Huali Technology (301011) had a net inflow of approximately 8.09 million yuan from institutional investors, while retail investors had a net outflow of about 678,050 yuan [3] - Zhejiang Zhengte (001238) saw a net outflow of 682,100 yuan from institutional investors but a net inflow of 4.26 million yuan from retail investors [3] - Other stocks like Sanbai Shuo (001300) and High乐股份 (002348) also showed mixed capital flows, with varying levels of institutional and retail investor activity [3]

广州华立科技股份有限公司 简式权益变动报告书 上市公司名称：广州华立科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：华立科技 股票代码：301011 信息披露义务人：苏永益 住所：广州市番禺区******** 通讯地址：广州市番禺区******** 权益变动性质：与一致行动人合计持股数量及持股比例减少 一致行动人：宿迁阳优企业管理咨询有限公司 签署日期：二〇二五年九月 1 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本报告 书已全面披露信息披露义务人及其一致行动人在广州华立科技股份有限公司中拥有权 益的股份变动情况。截至本报告书签署之日，除本报告书披露的信息外，信息披露义 务人及其一致行动人没有通过任何其它方式增加或减少其在公司中拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。除信息披露义务人及其 一致行动人外，没有委托或者授权任何其他人提供未在本报告书中列载的信息和对本 报告书做出任何解释或者说明。 五、信息披露义务人及其一致行动人承诺本报告书不存在虚假记载、误导性陈述 或重大遗漏，并对其真实性、准确性、完整性承担法律责任。 2 | | | 信息披露义务人及 ...

证券代码：301011 证券简称：华立科技 公告编号：2025-060 广州华立科技股份有限公司 关于持股 5%以上股东及其一致行动人 权益变动后持股比例触及 1%及 5%整数倍暨 披露简式权益变动报告书的提示性公告 公司持股 5%以上股东苏永益先生及其一致行动人宿迁阳优企业管理咨询有 限公司保证向公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 本次增持股份的资金来源（可 | | | 不适用 | | | | --- | --- | --- | --- | --- | --- | | 多选） | | | | | | | 3.本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | | | 股东 | | 本次变动前持有股份 | | | 本次变动后持有股份 | | 名称 股份性质 | | 股数(万股) | 占总股本比例 | 股数(万股) | 占总股本比例 | | 合计持有股份 | | 733.46 | 5.00% | 733.46 | 5.00% | | 苏永益 | 其中：无限售条件股份 | ...