Group 1 - The company, Greenway Technology, announced that its fourth board meeting was held on February 6, 2026, combining in-person and communication methods [1] - The meeting reviewed the proposal regarding the investment and related transactions of Guangdong Greenway Industrial Investment Fund Partnership (Limited Partnership) [1]

Core Viewpoint - Greenway Technology announced an investment in Hebei Shenghao Optoelectronics Technology Co., Ltd. through its investment fund, acquiring a 0.6754% stake in the company [1] Group 1: Investment Details - The company approved an investment of 10 million yuan (approximately 1.5 million USD) to subscribe to an increase in registered capital of 802,600 yuan (approximately 120,000 USD) in Shenghao Optoelectronics [1] - The remaining funds from the investment will be allocated to capital reserves [1] Group 2: Company Overview - Shenghao Optoelectronics was established in 2017 and specializes in the research, development, manufacturing, and sales of optical communication chip testing equipment [1] - The company operates a synergistic business model combining equipment sales and optical chip testing services, leveraging self-developed equipment [1] - Shenghao Optoelectronics has consistently ranked among the top domestic suppliers of optical chip testing equipment over the past three years and has established partnerships with several leading optical chip companies in China [1]

证券代码：301322 证券简称：绿通科技 公告编号：2026-012 广东绿通新能源电动车科技股份有限公司 第四届董事会第八次会议决议公告 本次会议的召开符合《中华人民共和国公司法》（以下简称"《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 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）审议通过《关于广东绿通产业投资基金合伙企业（有限合伙）对外 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）出资 1,000.00 万元认购河 北圣昊光电科技有限公司（以下简称"目标公司"）新增注册资本 80.26 万元，其 余计入资本公积，增资后将持有目标公司 0.6754%股权，并同意授权公司管理层 办理本次投资事项相关事宜。 本次投资不涉及募集资金使用，不会影响公司正常的生产经营活动和现金流 的正常运转，不会对公司未来财务状况产生重大影响，不存在损害公司及全体股 东特别是中小股东利益的情况。 具体内容详见公司同日于巨潮资讯网（www.cninfo.com.cn）披露的《关于广 东绿通产业投资基金合伙企业（有限合伙）对外投资暨关联交易的公告》（ ...

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） 对外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"上 市公司"）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，对绿通科技之子公司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"）对外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 （一）本次投资情况 绿通产业基金拟与广州创钰铭璟创业投资合伙企业（有限合伙）（以下简称 "创钰铭璟"）、广州创钰铭昇创业投资基金合伙企业（有限合伙）（以下简称 "创钰铭昇"）等 13 名投资者（以下简称"本次投资方"或"本次投资人"） 共同投资河北圣昊光电科技有限公司（以下简称"圣昊光电"或"目标公司"） 并签署《关于河北圣昊光电科技有限公司之投资协议》， ...

证券代码：301322 证券简称：绿通科技 公告编号：2026-013 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）对外投资 暨关联交易的公告 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。 2026 年 2 月 6 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八次会议，审议通过《关于广东绿通产 业投资基金合伙企业（有限合伙）对外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"）以自有资金出 资 1,000.00 万元认购河北圣昊光电科技有限公司（以下简称"圣昊光电"或"目标 公司"）新增注册资本 80.26 万元，其余计入资本公积，增资后将持有目标公司 0.6754%股权。除绿通产业基金外，另有 13 名投资者共同参与认购目标公司的本 次增资，其中包括公司的关联方广州创钰铭璟创业投资合伙企业（有限合伙）（以 下简称"创钰铭璟"）和广州创钰铭昇创业投资基金合伙企业 （有限合伙）（以 下简称"创钰铭昇"），因此，绿通产业基金本次 ...

Market Overview - On February 4, the motorcycle and other sectors rose by 0.92%, with Chuanfeng Power leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Chuanfeng Power (603129) closed at 258.07, with a gain of 2.25% and a trading volume of 16,400 shares, amounting to a transaction value of 420 million [1] - Aima Technology (603529) closed at 29.35, up 1.98%, with a trading volume of 62,800 shares and a transaction value of 183 million [1] - Other notable stocks include: - TaoTao Vehicle (301345) at 221.00, up 1.58% [1] - Zhonglu Co. (600818) at 9.90, up 1.33% [1] - Jiuqi Co. (300994) at 16.85, up 0.96% [1] Capital Flow - The motorcycle and other sectors experienced a net outflow of 7.6091 million from main funds, while retail funds saw a net outflow of 46.5012 million [2] - Speculative funds had a net inflow of 54.1103 million [2] Individual Stock Capital Flow - TaoTao Vehicle (301345) had a main fund net inflow of 37.0876 million, with a retail net outflow of 50.4477 million [3] - Chuanfeng Power (603129) saw a main fund net inflow of 6.0441 million, with a retail net outflow of 10.9097 million [3] - Aima Technology (603529) had a main fund net inflow of 5.5853 million, but a retail net inflow of 3.6145 million [3]

Core Viewpoint - Greenway Technology (301322.SZ) has projected a significant decline in its net profit for the year 2025, with estimates ranging from 40 million to 50 million RMB, representing a year-on-year decrease of 71.86% to 64.82% [1][3]. Financial Performance - The net profit attributable to shareholders is expected to be between 40 million and 50 million RMB, down from 142.12 million RMB in the previous year, indicating a decline of 71.86% to 64.82% [1][3]. - The net profit after deducting non-recurring gains and losses is projected to be between 2 million and 3 million RMB, a decrease of 98.11% to 97.16% compared to the previous year [1][3]. Company Background - Greenway Technology was listed on the ChiNext board on March 6, 2023, with an initial offering price of 131.11 RMB per share, raising a total of 2.29 billion RMB [4]. - The company raised a net amount of 2.10 billion RMB after deducting issuance costs, which was 1.70 billion RMB more than originally planned [4]. - The stock reached its highest price of 149.50 RMB on March 9, 2023, but is currently in a state of decline [4]. Dividend Distribution - The company has approved a profit distribution plan for 2022, proposing a cash dividend of 9.00 RMB per 10 shares and a capital reserve increase of 5 shares for every 10 shares held [4]. - For the 2023 annual equity distribution, the company plans to distribute 10 RMB in cash per 10 shares and increase capital reserves by 4 shares for every 10 shares held [4].

Core Viewpoint - Greenway Technology (301322.SZ) is experiencing a significant decline in profitability due to adverse impacts from the overseas market, particularly the U.S. market, which has led to a substantial drop in expected net profits for 2025 [2][3][5]. Financial Performance Summary - The company anticipates a net profit attributable to shareholders of 40 million to 50 million yuan for 2025, representing a year-on-year decline of 64.82% to 71.86% [3][4]. - The expected net profit after excluding non-recurring gains and losses is projected to be between 2 million and 3 million yuan, reflecting a decrease of 97.16% to 98.11% year-on-year [3][4]. - Revenue from the U.S. market is expected to be approximately 48.69 million yuan in 2025, a decline of about 79.89% compared to 2024 [5]. Market Dynamics - The U.S. market has historically been a significant source of revenue for Greenway Technology, contributing to 53.22% of total revenue in 2023, which is expected to drop to 29.14% in 2024 and further to 10.97% in the first half of 2025 [4][5]. - The company is facing challenges due to high anti-dumping and countervailing duties imposed by the U.S. government, which have severely impacted its business operations in that market [5]. Strategic Initiatives - In response to declining U.S. market performance, Greenway Technology is diversifying its market presence by expanding into Southeast Asia and the Middle East, as well as investing in new product development [7][8]. - The company has acquired a 51% stake in Damo Semiconductor, marking its strategic shift from a focus solely on electric vehicles to the semiconductor industry, which is expected to provide new revenue streams [8][9]. - Greenway Technology is also pursuing a diversified product strategy, focusing on clean vehicles and electric all-terrain vehicles (UTVs) that are not subject to U.S. tariffs, aiming to reduce reliance on its core electric vehicle products [7][8]. Investment and Shareholder Actions - The founder of Damo Semiconductor plans to transfer 8.0240% of the company's shares to a fund under Chuangyu Investment for 83.45 million yuan, with Greenway Technology opting not to exercise its preemptive rights on this share transfer [9]. - The company's major shareholder, Zhang Zhijiang, and his spouse plan to increase their holdings in the company by investing between 20 million and 30 million yuan in the next six months [9].

Core Viewpoint - Green Technology (301322.SZ) is experiencing a significant decline in profitability due to adverse impacts from the overseas market, particularly the U.S. market, leading to a projected net profit drop of 64.82% to 71.86% in 2025 [1][2][4]. Financial Performance - The company expects to achieve a net profit attributable to shareholders of 40 million to 50 million yuan in 2025, a decrease of 64.82% to 71.86% year-on-year [2][4]. - The net profit after deducting non-recurring gains and losses is projected to be between 2 million and 3 million yuan, reflecting a decline of 97.16% to 98.11% [1][2]. - Revenue from the U.S. market is expected to be approximately 48.69 million yuan in 2025, down about 79.89% from the previous year [4][5]. Market Dynamics - The U.S. market has historically been a significant source of revenue for Green Technology, with overseas revenue accounting for 92.38%, 87.57%, and 85.15% from 2022 to 2024 [3]. - The company's revenue from the U.S. market is projected to decrease from 53.22% in 2023 to 29.14% in 2024, further declining to 10.97% in the first half of 2025 [3]. Asset Impairment and Costs - The company plans to recognize an asset impairment provision of approximately 76.82 million yuan for 2025, including 23.59 million yuan for inventory write-downs and 52.41 million yuan for accounts receivable bad debt provisions [4][5]. - The increase in accounts receivable aging is attributed to the delayed payment schedules from U.S. customers due to the "double-reverse" policies [5]. Strategic Initiatives - In response to the challenges in the U.S. market, Green Technology is diversifying its market presence by expanding into Southeast Asia and the Middle East, aiming to reduce reliance on the U.S. market [6]. - The company is also focusing on product diversification, investing in new products not affected by the "double-reverse" investigations, such as clean vehicles and electric all-terrain vehicles [6]. - In 2023, Green Technology acquired a 51% stake in Damo Semiconductor, marking its strategic entry into the semiconductor industry, with projected revenue of approximately 998 million yuan from this segment in 2025, a 20% increase from 2024 [7]. Shareholder Actions - The controlling shareholder and actual controller, along with a related party, plans to increase their stake in the company by investing between 20 million and 30 million yuan in the next six months [8].

Group 1 - The controlling shareholder and actual controller of Guangdong Lvtong New Energy Electric Vehicle Technology Co., Ltd., Zhang Zhijiang, plans to increase his stake in the company by investing between RMB 20 million and RMB 30 million within six months through the secondary market [1] - Lvtong Technology recently released a performance forecast for 2025, expecting to achieve nearly RMB 1 billion in revenue, reflecting a year-on-year growth, which demonstrates the company's solidification of its main business and strategic transformation [1] - The company is exploring strategic transformation in response to high anti-dumping tariffs from the U.S. by expanding into non-U.S. markets and developing new product categories, with a focus on acquiring Jiangsu Damo Semiconductor Technology Co., Ltd. to enter the semiconductor wafer detection equipment sector [1] Group 2 - Since its listing in March 2023, Lvtong Technology has successfully implemented two share repurchase plans, with a total repurchase amount of RMB 116 million and 5.482 million shares repurchased, all of which have been canceled [2] - The company has conducted five cash dividend distributions since its listing, totaling RMB 333 million [2] - The recent share increase by the actual controller's action supports the company and reflects high recognition of its strategic direction, core technology, and future profitability [2]