兴业证券股份有限公司 关于广东绿通产业投资基金合伙企业（有限合伙） 与专业投资机构共同投资暨关联交易的核查意见 兴业证券股份有限公司（以下简称"兴业证券"或"保荐机构"）作为广东 绿通新能源电动车科技股份有限公司（以下简称"绿通科技"或"公司"或"有 限合伙人"）首次公开发行股票并在创业板上市的保荐机构，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》《深圳证券交易所上市公司自律监管指引第 13 号—— 保荐业务》等有关规定，对绿通科技与专业投资机构共同投资暨关联交易的相关 事项进行核查，核查情况及核查意见如下： 一、本次投资暨关联交易概述 根据《深圳证券交易所创业板股票上市规则》《公司章程》等规定，本次交 （一）本次投资情况 1、广东绿通产业投资基金合伙企业（有限合伙）（以下简称"绿通产业基金"） 拟与嘉兴鼎峰合志投资合伙企业（有限合伙）、广州创钰投资管理有限公司、广 州创钰铭瑞创业投资合伙企业（有限合伙）、广州创钰铭芯创业投资合伙企业（有 限合伙）、广州创钰铭璟创业投资合伙企业（有限合伙）（以下分别简称"鼎峰合 志"、"创钰投资"、"创 ...

证券代码：301322 证券简称：绿通科技 公告编号：2025-081 广东绿通新能源电动车科技股份有限公司 关于广东绿通产业投资基金合伙企业（有限合伙）与专业投 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。 2025 年 9 月 12 日，广东绿通新能源电动车科技股份有限公司（以下简称"公 司"或"上市公司"）召开第四届董事会第四次会议，审议通过《关于广东绿通产 业投资基金合伙企业（有限合伙）与专业投资机构共同投资暨关联交易的议案》， 同意广东绿通产业投资基金合伙企业（有限合伙）（以下简称"绿通产业基金"） 出资 750.00 万元认购嘉兴鼎峰芯成创业投资合伙企业（有限合伙）（以下简称"鼎 峰芯成"）24.19%的合伙份额和出资 1,249.9998 万元认购广州创钰智芯投资合伙 企业（有限合伙）（以下简称"创钰智芯"）24.9950%的合伙份额（以下合称"本 次投资"），本次投资绿通产业基金合计出资 1,999.9998 万元，且构成与专业投 资机构共同投资的关联交易。具体情况如下： 一、本次投资暨关联交易概述 （一）本次投资情况 1．绿通产业基金拟与嘉 ...

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。 经与会董事认真审议，并以记名投票方式表决，形成以下决议： 一、董事会会议召开情况 广东绿通新能源电动车科技股份有限公司（以下简称"公司"）第四届董事会 第四次会议通知于 2025 年 9 月 9 日以电子邮件、微信方式送达公司全体董事、 高级管理人员。本次会议于 2025 年 9 月 12 日在公司会议室以现场结合通讯方式 召开，应出席董事 7 名，实际出席董事 7 名，其中 3 名董事以通讯方式出席会议。 本次会议的召集和召开符合《中华人民共和国公司法》等法律法规和《公司 章程》的规定，会议合法有效。 二、董事会会议审议情况 证券代码：301322 证券简称：绿通科技 公告编号：2025-080 广东绿通新能源电动车科技股份有限公司 第四届董事会第四次会议决议公告 （一）审议通过《关于广东绿通产业投资基金合伙企业（有限合伙）与专 业投资机构共同投资暨关联交易的议案》 4．第四届董事会第四次会议决议。 本议案已经公司第四届董事会审计委员会第三次会议、第四届董事会战略委 员会第二次会议、第四届董事会独立董事第一次专 ...

Market Overview - On September 12, the motorcycle and other sectors rose by 0.11% compared to the previous trading day, with Chuanfeng Power leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - The following stocks in the motorcycle and other sectors experienced notable price changes: - Ximu Co., Ltd. (603787) closed at 12.78, down 2.59% with a trading volume of 59,800 shares and a turnover of 76.74 million yuan - Qianjiang Motorcycle (000913) closed at 17.99, down 2.23% with a trading volume of 101,300 shares and a turnover of 184 million yuan - Linhai Co., Ltd. (6600099) closed at 10.96, down 1.53% with a trading volume of 23,500 shares and a turnover of 25.93 million yuan [1] Capital Flow - The motorcycle and other sectors saw a net inflow of 62.55 million yuan from main funds, while retail investors experienced a net outflow of 138 million yuan [1] - The following stocks had significant capital flows: - Chuanfeng Power (603129) had a main fund net inflow of 97.02 million yuan, accounting for 12.18% of its total [2] - Qianjiang Motorcycle (000913) had a main fund net inflow of 13.38 million yuan, accounting for 5.00% of its total [2] - Aima Technology (603529) had a main fund net inflow of 6.64 million yuan, accounting for 2.73% of its total [2]

Investment Rating - The report maintains a strong buy recommendation for the industry, highlighting specific companies such as Juxing Technology, QuanFeng Holdings, Jack Technology, and Honghua Digital Science as key investment opportunities [4][9]. Core Insights - The overall revenue growth rate for the sample companies in the first half of 2025 was 15.04%, while the net profit growth rate was 23.34%, indicating that profit growth outpaced revenue growth [3][15]. - The average gross margin for the sample companies in the first half of 2025 was 30.95%, a slight decrease of 0.53 percentage points year-on-year, while the average net margin increased by 0.96 percentage points to 14.15% [3][21]. - Cash flow conditions improved significantly, with operating net cash flow rising from 5.384 billion in the first half of 2024 to 6.978 billion in the first half of 2025 [3][21]. Summary by Sections 1. Overview of Consumer Goods Export Chain Companies - The report analyzes 21 companies in the mechanical industry that primarily serve the C-end consumer market or manufacture products for C-end consumption, with a significant portion of their revenue coming from overseas markets [2][12]. 2. Stock Performance - Stock performance showed significant differentiation, with companies in the garden tools and two-wheeler sectors performing well. Notable performers in Q1 2025 included Jiexing Technology and QuanFeng Holdings, driven by the robotics sector [7][13]. 3. Profit Growth Outpacing Revenue Growth - The report notes that several companies experienced revenue growth exceeding 20%, including Daya Co. with a 132.3% increase in revenue due to seasonal demand and acquisitions [15][16]. 4. Profitability Improvement - Most sample companies demonstrated strong profitability, with net profit margins increasing year-on-year. Companies like Yindu Co. and Honghua Digital Science reported high net margins of 24.3% and 25.47%, respectively [21][22]. 5. Cash Flow Status - The cash flow situation for the sample companies is reported to be good, with a net cash ratio consistently above 1, indicating healthy cash flow management [3][21]. 6. Future Outlook - The report emphasizes the importance of monitoring tariff and interest rate changes, which could catalyze demand in certain sub-industries. The anticipated interest rate cuts in the U.S. are expected to enhance demand elasticity for related products [8][9]. 7. Investment Recommendations - The report suggests focusing on companies with advanced global layouts that are likely to gain market share amid tariff changes. Specific recommendations include Juxing Technology, QuanFeng Holdings, and Jack Technology [8][9].

Group 1 - The motorcycle and other sectors experienced a 0.0% increase on the previous trading day, with Green Communication Technology leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3812.22, up by 0.13%, while the Shenzhen Component Index closed at 12557.68, up by 0.38% [1] Group 2 - In terms of capital flow, the motorcycle and other sectors saw a net outflow of 189 million yuan from main funds, while retail funds had a net inflow of 84.59 million yuan [2] - Speculative funds recorded a net inflow of 105 million yuan into the motorcycle and other sectors [2]

Group 1 - The core point of the article is that Greenway Technology has acquired a 51% stake in Jiangsu Damo Semiconductor Technology Co., Ltd. [1] - The acquisition indicates a strategic move by Greenway Technology to strengthen its position in the semiconductor industry [1] - Jiangsu Damo Semiconductor, established in 2017, focuses on the research, refurbishment, assembly, and production of integrated circuit equipment [1] Group 2 - The company operates in the semiconductor technology sector, providing technical services, development, and consulting [1] - The acquisition may enhance Greenway Technology's capabilities in integrated circuit and semiconductor wafer measurement equipment [1] - The new ownership structure positions Greenway Technology as the major stakeholder in Damo Semiconductor, potentially influencing future business directions [1]

证券代码：301322 证券简称：绿通科技 公告编号：2025-079 广东绿通新能源电动车科技股份有限公司 关于收购江苏大摩半导体科技有限公司部分股权并对其增 资的进展暨完成工商变更登记的公告 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。 一、交易概述 广东绿通新能源电动车科技股份有限公司（以下简称"公司"或"上市公司"） 分别于 2025 年 8 月 4 日召开第四届董事会第二次会议，2025 年 8 月 20 日召开 2025 年第四次临时股东会，审议通过《关于收购江苏大摩半导体科技有限公司 部分股权并对其增资的议案》和《关于使用超募资金收购股权并增资的议案》， 同意公司使用超募资金 45,040.00 万元受让乔晓丹、孙庆亚、王建安、南京芯能 半导体技术合伙企业（有限合伙）、上海利卓信管理咨询合伙企业（有限合伙）、 上海壹坤电子科技有限公司持有的江苏大摩半导体科技有限公司（以下简称"大 摩半导体"或"标的公司"）合计 46.9167%的股权（对应标的公司 1,014.41441 万元注册资本），在上述股权转让的基础上，使用超募资金 8,000.00 ...

Company Overview - Greenway Technology (SZ 301322) announced an online investor conference scheduled for September 8, 2025, where key executives will address investor inquiries [1] - As of the report, Greenway Technology has a market capitalization of 4.5 billion yuan [1] Financial Performance - For the first half of 2025, Greenway Technology's revenue composition shows that electric vehicles accounted for 99.67% of total revenue, while other businesses contributed 0.33% [1]

Market Strategy and Performance - The company experienced a decline in sales to the U.S. market due to the "double-reverse" investigation, but non-U.S. market revenue increased significantly, accounting for 89.03% of total revenue in the first half of 2025 [2][3] - Future marketing efforts will focus on Southeast Asia, the Middle East, and Europe, optimizing local sales channels and enhancing cooperation with existing customers [2][3] Research and Development - The company plans to increase investment in R&D for new energy and smart technologies to enhance product competitiveness [3][4] - It aims to explore new technologies and materials through investments or acquisitions to tap into emerging industries for profit growth [3][4] Acquisition Progress - The acquisition of Jiangsu Damo Semiconductor is progressing as planned, with a share purchase agreement signed on August 25, 2025 [3][4] - The company is actively working on payment and share transfer related to this acquisition [3][4] Customer Service and Satisfaction - The company has developed customized service models and local response strategies to enhance customer satisfaction and loyalty [6][7] - It emphasizes deepening customer relationships through tailored services and support for distributors [6][7] Financial Management and Capital Operations - The company is focused on reducing production costs and improving operational efficiency through smart upgrades and supply chain optimization [7][8] - It is exploring strategic investments and acquisitions to support long-term development goals, including a planned acquisition of 51% of Jiangsu Damo Semiconductor [7][8] Digital Transformation - The company is prioritizing digital transformation and smart manufacturing, investing in intelligent equipment to enhance production capabilities [7][8] - Future plans include integrating AI technology to further improve operational efficiency and core competitiveness [7][8]