证券代码：301322 证券简称：绿通科技 公告编号：2025-060 广东绿通新能源电动车科技股份有限公司 2．反补贴终裁结果 美国商务部分别于 2024 年 11 月、2025 年 1 月公布反补贴和反倾销调查初 裁结果，具体内容详见公司分别于 2024 年 11 月 29 日、2025 年 2 月 5 日在巨潮 资讯网披露的《关于美国商务部对进口自中国的特定低速载人车辆启动双反调查 的进展公告》（公告编号分别为 2024-092、2025-014）。 一、本次进展情况 近日，美国商务部作出本次"双反"调查的终裁结果。具体如下： 关于美国商务部对进口自中国的特定低速载人车辆启动双 | 出口商/生产商 | 倾销幅度 | 反倾销税保证金率（%） | | | --- | --- | --- | --- | | | （%） | （调整补贴幅度后） | | | 广东绿通新能源电动车科技股份有限公司 | 119.39 | | 119.33 | | 厦门市戴尔乐新能源汽车有限公司 | 312.31 | | 312.31 | | 获得单独税率的出口商/生产商 | 291.04 | | 291.01 | 反调查的进展公告 ...

Group 1 - The core viewpoint of the news is that Lvtong Technology (301322.SZ) is currently experiencing a decline in stock price, with a closing price of 27.80 yuan and a drop of 5.02%, indicating it is in a state of underperformance since its IPO [1] - Lvtong Technology was listed on the ChiNext board on March 6, 2023, with an initial offering price of 131.11 yuan per share, issuing 17,490,000 shares, which accounted for 25.01% of the total share capital post-issuance [1] - The stock reached its highest price of 149.50 yuan on March 9, 2023, just four trading days after its listing, but has since experienced a downward trend [1] Group 2 - The company raised a total of 229,311.39 million yuan from its initial public offering, with a net amount of 210,121.43 million yuan after deducting issuance costs, which was 169,626.47 million yuan more than originally planned [1] - The funds raised are intended for various projects, including the expansion of production capacity for 17,000 electric vehicles, the construction of a research and development center, information technology projects, and to supplement working capital [1] - The total issuance costs (excluding VAT) amounted to 19,189.96 million yuan, with underwriting and sponsorship fees accounting for 16,251.80 million yuan [1] Group 3 - The company's 2022 profit distribution plan includes a cash dividend of 9.00 yuan per 10 shares (tax included) and a capital reserve transfer of 5 shares for every 10 shares held, with the record date set for May 24, 2023 [2] - For the 2023 annual equity distribution, the company plans to distribute 10 yuan in cash per 10 shares (tax included) and transfer 4 shares for every 10 shares held, with the record date for this distribution on May 28, 2024 [2]

Core Viewpoint - Guangdong Lvtong New Energy Electric Vehicle Technology Co., Ltd. plans to acquire at least 51% of Jiangsu Damo Semiconductor Technology Co., Ltd. in cash, aiming to gain control over Damo Semiconductor, which specializes in integrated circuits and semiconductor wafer detection [2][3] Group 1: Acquisition Details - The acquisition is expected to allow Lvtong Technology to enter the semiconductor field, enhancing its strategic transformation and industrial upgrade [3] - Damo Semiconductor focuses on providing remanufacturing, upgrading, and technical services in the wafer detection field, positioning itself in the first tier of the detection and repair sector [2] Group 2: Market Context - Lvtong Technology faces increasing market competition and a maturing industry, necessitating the search for new growth engines to achieve sustainable development [2] - The semiconductor sector is seen as a potential second growth curve for Lvtong Technology, driven by both policy support and internal demand [2]

Core Viewpoint - Greenway Technology's IPO raised 2.1 billion, but the company has faced continuous performance declines, stock price drop, and slow progress on fundraising projects. The effectiveness of the company's cross-industry restructuring remains uncertain [1]. Company Performance - Greenway Technology's revenue has consistently declined since its IPO, with decreases of 26.48%, 23.15%, and 0.06% for the years 2023, 2024, and the first quarter of 2025 respectively. Profit totals also fell by 15.08%, 46.33%, and 39.69% during the same periods [3][4]. - The company’s main product, golf carts, accounted for over 63% of its revenue in 2024, indicating a heavy reliance on a single product line [1]. Acquisition and Diversification - The company plans to acquire at least 51% of Jiangsu Damo Semiconductor Technology Co., which represents a significant shift from its core business of electric vehicles to the semiconductor sector [1][5]. - Damo Semiconductor is projected to generate 270 million in revenue and 65.11 million in net profit in 2024, but integrating this acquisition may not restore Greenway's revenue to pre-IPO levels [6][9]. Fundraising and Investment Strategy - Greenway Technology is establishing a 600 million yuan industry fund in partnership with Chuangyu Investment, with Greenway contributing 593 million yuan, representing 98.83% of the fund [12][14]. - The fund aims to leverage professional investment experience to identify suitable acquisition targets and enhance the company's business development [15]. Market Context - The A-share merger and acquisition market remains active, with supportive policies for cross-industry mergers aimed at facilitating corporate transformation and growth [2]. - The semiconductor equipment market is dominated by international giants, with domestic companies holding only about 5% market share, raising questions about the sustainability of Damo Semiconductor's profitability [8].

Group 1 - The stock of Green Technology (301322.SZ) closed at 29.85 yuan, with a decline of 9.90%, currently in a broken state [1] - Green Technology was listed on the ChiNext board on March 6, 2023, with an initial offering price of 131.11 yuan per share, issuing 17,490,000 shares, accounting for 25.01% of the total share capital post-issuance [1] - The stock reached its highest point at 149.50 yuan on March 9, 2023, just four trading days after its listing, followed by a downward trend [1] Group 2 - The total funds raised from the initial public offering amounted to 229,311.39 million yuan, with a net amount of 210,121.43 million yuan after deducting issuance costs, exceeding the original plan by 169,626.47 million yuan [1] - The company planned to use the raised funds for projects including the expansion of electric vehicle production, research and development center construction, information technology projects, and working capital [1] - The total issuance costs (excluding VAT) were 19,189.96 million yuan, with underwriting and sponsorship fees amounting to 16,251.80 million yuan [1] Group 3 - The profit distribution plan for 2022 approved by the board included a cash dividend of 9.00 yuan per 10 shares (tax included) and a capital reserve transfer of 5 shares for every 10 shares [2] - The equity distribution for 2023 will involve a cash dividend of 10 yuan per 10 shares (tax included) and a capital reserve transfer of 4 shares for every 10 shares, with the registration date set for May 28, 2024 [2]

Core Viewpoint - Greenway Technology (301322.SZ) plans to acquire at least 51% of Jiangsu Damo Semiconductor Technology Co., Ltd. to facilitate its industrial transformation into the semiconductor sector [2][4][8] Group 1: Acquisition Details - The acquisition will be executed through cash payment, with a framework agreement already signed between Greenway Technology and the stakeholders of Damo Semiconductor [4] - The final valuation of Damo Semiconductor will be determined by an assessment report and the formal acquisition agreement [4] - Damo Semiconductor specializes in integrated circuits and semiconductor wafer detection, collaborating closely with major companies like TSMC and SMIC [2][10] Group 2: Financial Performance - Greenway Technology has faced operational challenges in 2023, with revenue and net profit declining significantly compared to previous years [5][6] - From 2020 to 2022, the company's revenue grew from 558 million to 1.471 billion, and net profit increased from 52 million to 312 million, marking growth rates of 163.62% and 500% respectively [5] - However, in 2023 and 2024, the company reported revenues of 1.081 billion and 831 million, reflecting year-on-year declines of 26.48% and 23.15% [6][7] Group 3: Strategic Rationale - The acquisition is seen as a strategic move for Greenway Technology to diversify its business and create new profit growth points by entering the semiconductor industry [11] - Damo Semiconductor's projected net profit for 2024 is approximately 65.11 million, with a commitment to achieve net profits ranging from 75 million to 110 million from 2025 to 2027 [11]

Group 1 - Greenway Technology plans to acquire at least 51% of Damo Semiconductor to expand into the semiconductor equipment industry, following a failed acquisition attempt by Tianli Lithium Energy [1][2] - Greenway Technology's revenue has been declining, primarily due to weak sales of golf carts, which have significantly impacted overall revenue and profit [1][3] - The company aims to transform its business from electric vehicle manufacturing to the semiconductor sector through this acquisition [2][6] Group 2 - Damo Semiconductor has attempted to sell itself twice, with the most recent acquisition attempt by Tianli Lithium Energy ending in April 2023 [1][8] - As of the first quarter of 2024, Damo Semiconductor reported total assets of 734 million yuan and a net profit of 65.11 million yuan, but has not engaged in any financing since its establishment in 2017 [6][7] - The semiconductor equipment industry is capital and labor-intensive, with Damo Semiconductor's scale significantly smaller compared to its publicly listed peers [7][6]

广东绿通新能源电动车科技股份有限公司 关于第二期回购公司股份进展的公告 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。 广东绿通新能源电动车科技股份有限公司（以下简称"公司"）分别于 2024 年 9 月 4 日召开第三届董事会第十九次会议、第三届监事会第十八次会议，2024 年 9 月 18 日召开 2024 年第二次临时股东大会，逐项审议通过《关于稳定股价措 施暨第二期回购公司股份方案的议案》，公司拟使用首次公开发行人民币普通股 取得的部分超募资金不低于人民币 3,000 万元（含），不超过人民币 6,000 万元 （含）以集中竞价交易方式回购公司发行的人民币普通股（A 股）股票，回购价 格不超过人民币 27.00 元/股（含），回购股份将全部予以注销，减少注册资本。 回购股份的实施期限为自公司股东大会审议通过本次回购公司股份方案之日起 12 个月内。具体回购股份数量以回购期满时实际回购的股份数量为准。具体内 容详见公司分别于 2024 年 9 月 4 日、2024 年 9 月 19 日在巨潮资讯网 （www.cninfo.com.cn，下同）披露的《关于 ...

Group 1: Bond ETF Market - The bond ETF market has seen significant growth, with over 40 billion yuan in net inflows in May alone, reaching a new high in total scale [1] - On May 30, 10 out of the top 12 ETF products by trading volume were bond ETFs, indicating strong market participation [1] - Nine bond ETFs have been approved for use as collateral in general pledge-style repurchase agreements, which may accelerate the expansion of the bond ETF market [1] Group 2: Public Fund Issuance - In May, bond funds dominated the public fund issuance market with a 55.07% issuance ratio, while equity products faced uneven demand [1] - The issuance of ETFs has declined for four consecutive months, raising only 11.068 billion units in May [1] - The market reflects a struggle between stability and change, with bond funds providing a safety net while equity products seek growth in niche segments [1] Group 3: Private Equity and ETF Investment - Private equity firms have shown strong interest in newly listed ETFs, with 104 firms holding a total of 1.783 billion shares in 97 ETFs [2] - The preferred themes for private equity investments are technology innovation and free cash flow [2] Group 4: Insurance Companies' Stock Purchases - As of the end of May, seven insurance companies have made 15 stock purchases this year, surpassing the total for 2023 and the first nine months of 2024 [2] - The majority of these purchases have been in bank stocks, with additional investments in public utilities, energy, and transportation sectors [2] Group 5: Corporate Developments - 28 companies have successfully removed their ST (Special Treatment) status this year, primarily through financial improvements, internal control repairs, and bankruptcy restructuring [3] - The airline industry is expected to see improved profitability due to falling oil prices and recovering demand, with a projected net profit margin of 3.7% for 2025 [3] - Domestic new energy vehicle manufacturers reported significant sales growth in May, with several companies achieving monthly sales exceeding 40,000 units, driven by extended-range vehicles [4] Group 6: Tesla's Sales Decline - Tesla's sales in France plummeted by 67% in May, marking the lowest sales level in nearly three years, despite the launch of a new version of its Model Y [6]

Core Viewpoint - Greenway Technology plans to acquire at least 51% of Jiangsu Damo Semiconductor Technology Co., Ltd. to expand into the semiconductor field, following the termination of a previous acquisition attempt by Tianli Lithium Energy [2][7]. Group 1: Acquisition Details - Greenway Technology signed a letter of intent for the acquisition with Damo Semiconductor and its shareholders, who collectively hold 100% of the company's shares [4][7]. - The acquisition is intended to diversify Greenway Technology's business and create new profit growth points [11][10]. Group 2: Financial Performance of Damo Semiconductor - Damo Semiconductor, established in April 2017, focuses on integrated circuit and semiconductor wafer detection, with a registered capital of approximately 21.62 million yuan [8]. - The company has received recognition from major clients such as SMIC and TSMC, and its products primarily cater to wafer production lines supporting 6 to 12-inch wafers and up to 14nm chip process technology [8][3]. - Damo Semiconductor's projected revenues for 2023 and 2024 are 231 million yuan and 270 million yuan, respectively, with net profits of approximately 58.57 million yuan and 65.11 million yuan [12]. Group 3: Financial Performance of Greenway Technology - Greenway Technology's revenue for 2024 is reported at 831 million yuan, a decrease of 23.15% year-on-year, with a net profit of 142 million yuan, down 45.98% [18][19]. - The company has faced challenges due to intensified competition in the electric vehicle sector and a decline in customer orders, impacting sales and profitability [18][20].