长江证券承销保荐有限公司 关于浙江严牌过滤技术股份有限公司 不提前赎回严牌转债的核查意见 深圳证券交易所： 长江证券承销保荐有限公司（以下简称"长江保荐"、"保荐机构"）作为浙 江严牌过滤技术股份有限公司（以下简称"严牌股份"、"公司"）首次公开发行 股票并在创业板上市、向不特定对象发行可转换公司债券的保荐机构，根据 《可转换公司债券管理办法》《证券发行上市保荐业务管理办法》《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》等相关法律、法规和规范性文件的规定履行持续督导职责， 对公司不提前赎回"严牌转债"事项进行了核查，核查情况及核查意见如下： 一、可转换公司债券基本情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意浙江严 牌过滤技术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[2024]40 号）同意注册，严牌股份于 2024 年 7 月 10 日向不特定对象发行 了 467.8889 万张可转债，每张面值为人民币 100.00 元，募集资金总额为人民币 46,788.89 万元（含 ...

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、自 2026 年 1 月 14 日至 2026 年 2 月 3 日，浙江严牌过滤技术股份有限 公司（以下简称"公司"或"严牌股份"）股票已有十五个交易日的收盘价不 低于"严牌转债"当期转股价格的 130%（含 130%，即 9.451 元/股）。根据 《浙江严牌过滤技术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》"）中有条件赎回条款的相关约定，已触发 了"严牌转债"的有条件赎回条款（即：在转股期内，如果公司股票在连续三 十个交易日中至少十五个交易日的收盘价格不低于当期转股价格的 130%（含 130%），公司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 转股的可转换公司债券）； | 证券代码：301081 | 证券简称：严牌股份 债券简称：严牌转债 | 公告编号：2026-010 | | --- | --- | --- | | 债券代码：123243 | | | 浙江严牌过滤技术股份有限公司 关于不提前赎回严牌转债的公告 2、公司于 2026 年 ...

浙江严牌过滤技术股份有限公司 关于为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 浙江严牌过滤技术股份有限公司（以下简称"公司"或"严牌股份"）分 别于 2025 年 4 月 1 日召开第四届董事会第十五次会议、第四届监事会第十四次 会议，于 2025 年 4 月 23 日召开 2025 年第二次临时股东大会，审议通过了《关 于公司 2025 年度向银行等金融机构申请综合授信额度及提供相应担保的议案》。 同意公司为子公司浙江严牌技术有限公司（以下简称"严牌技术"）申请综合 授信额度提供担保不超过人民币 30,000 万元。公司股东大会授权公司董事长或 其授权代理人在授信担保额度内与金融机构办理相关授信额度的申请事宜及办 理相关资产的抵押、质押事项，签署有关的合同、协议、凭证等各项法律文件， 并办理相关手续，期限自 2025 年第二次临时股东大会审议通过之日起十二个月。 具体内容详见公司于 2025 年 4 月 2 日在巨潮资讯网 （http://www.cninfo.com.cn） 上披露的相关公告。 | 证券代码 ...

Earnings Forecasts - Shengyi Electronics expects a net profit of 1.431 billion to 1.513 billion yuan in 2025, an increase of 331.03% to 355.88% year-on-year [1] - Tigermed anticipates a net profit of 830 million to 1.23 billion yuan in 2025, representing a growth of 105% to 204% year-on-year [2] - Shunbo Alloy forecasts a net profit of 210 million to 270 million yuan in 2025, with an increase of 222.96% to 315.23% year-on-year [3] - Jinkong Electric expects a net profit of 155 million to 195 million yuan in 2025, reflecting a growth of 383.21% to 507.9% year-on-year [9] - Baiao Saitu anticipates a net profit of 162 million to 182 million yuan in 2025, with a year-on-year increase of 384.26% to 443.88% [18] - Panjiang Co. expects a net profit of 318 million to 380 million yuan in 2025, representing a growth of 205.30% to 264.83% year-on-year [38] Loss Forecasts - Liaoning Energy predicts a net loss of 273 million to 410 million yuan in 2025, compared to a profit of 202 million yuan in the previous year [5] - Anbotong anticipates a net loss of 114 million to 165 million yuan in 2025, with a revenue decrease of 19.65% to 27.25% [7] - Wantai Bio forecasts a net loss of 330 million to 410 million yuan in 2025, compared to a profit of 106 million yuan in the previous year [12] - Xingyun Co. expects a net loss of 155 million to 230 million yuan in 2025, compared to a loss of 82.44 million yuan in the previous year [20] - Huaxing Co. anticipates a net loss of 800 million to 1.2 billion yuan in 2025, with a reduction in loss compared to 1.67 billion yuan in the previous year [46] New Product Approvals - Hengrui Medicine received acceptance for a new indication application for its innovative drug, combining Carrelizumab and Apatinib for treating unresectable liver cancer [4] - Tianen Kang's subsidiary received a drug registration acceptance notice for Lidocaine and Prilocaine aerosol [31] - Lisheng Pharmaceutical announced that its Aminophylline tablets passed the consistency evaluation for generic drugs [40] Share Buyback Plans - Hengyuan Coal Power plans to repurchase shares with a total amount not less than 200 million yuan and not exceeding 250 million yuan [13] Contract Wins - China Communication Signal Co. won contracts totaling approximately 5.26 billion yuan for 21 important projects in the railway and urban rail transit markets [37]

格隆汇1月29日｜严牌股份公告，预计2025年度净利润为1300万元至1890万元，同比下降55.19%至 69.18%。公司表示，新产能投放、人才储备投入增加及海外市场关税成本上升是导致净利润下滑的主 要原因。 ...

Core Viewpoint - The company, Yanpai Co., Ltd. (301081.SZ), forecasts a significant decline in net profit for the year 2025, with estimates ranging from 13 million to 18.9 million yuan, representing a year-on-year decrease of 55.19% to 69.18% [1] Group 1: Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 13 million and 18.9 million yuan, a decline of 55.19% to 69.18% year-on-year [1] - The forecasted net profit after deducting non-recurring gains and losses is estimated to be between 10.4 million and 15.1 million yuan, reflecting a year-on-year decrease of 63.55% to 74.89% [1] Group 2: Strategic Investments - The decline in net profit is primarily attributed to the strategic deployment of new production capacity, which has led to upfront costs and performance pressure [1] - The company is actively advancing its capacity upgrade strategy to seize long-term market opportunities, with significant investments in fixed costs and initial operating expenses during the ramp-up phase of its subsidiaries [1] - The losses incurred during this initial investment phase are viewed as a necessary process for achieving long-term returns, aligning with the company's long-term development plan [1] Group 3: Talent Acquisition - Increased investment in talent acquisition has been implemented to support the company's strategic planning for technology research and business expansion over the next three years [1] - The related costs for recruitment, training, and compensation have risen, which are considered strategic expenditures aimed at securing sustainable growth [1] - This investment is expected to positively impact the company's long-term competitiveness [1] Group 4: Market Challenges - The company has faced increased tariff costs in certain overseas markets, particularly due to the impact of the US-China trade environment, which has contributed to profit decline [2] - In response, the company is actively engaging in negotiations with customers, optimizing its supply chain, and diversifying its market to mitigate the long-term effects of tariff policy changes [2]

| 证券代码：301081 | 证券简称：严牌股份 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：123243 | 债券简称：严牌转债 | | 浙江严牌过滤技术股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向下降 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | | 1,300 | ～ | 1,890 | 4,217.91 | | | 比上年同期下降 | 55.19% | ～ | 69.18% | | | 扣除非经常性损益 后的净利润 | | 1,040 | ～ | 1,510 | 4,142.20 | | | 比上年同期下降 | 63.55% | ～ | ...

Core Viewpoint - The company expects a significant decline in net profit for the fiscal year 2025, projecting a range between 13 million to 18.9 million yuan, which represents a year-on-year decrease of 55.19% to 69.18% [1] Group 1 - The primary reasons for the decline in net profit include the introduction of new production capacity, increased investment in talent reserves, and rising tariff costs in overseas markets [1]

严牌股份1月29日公告，预计2025年度归母净利润1300万元-1890万元，同比减少55.19%-69.18%。 报告 期内，公司归属于上市公司股东的净利润同比下滑主要是因为新产能战略性投放导致短期费用前置与业 绩承压、战略性人才储备投入增加、部分海外市场关税成本上升。 ...

（文章来源：证券日报） 证券日报网讯 1月27日，严牌股份发布公告称，自2026年1月14日至2026年1月27日，公司股票已有十个 交易日的收盘价不低于"严牌转债"当期转股价格7.27元/股的130%（含130%，即9.451元/股）；若在未 来触发"严牌转债"的有条件赎回条款，根据《浙江严牌过滤技术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》中有条件赎回条款的相关约定，届时公司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可转换公司债券（简称"可转债"）；敬请广大投资者详细了解本次可转 债的相关规定，并关注公司后续公告，注意投资风险。 ...