Group 1 - The core point of the article is that Lvtong Technology (301322.SZ) announced an investment plan through its affiliated fund, Lvtong Industrial Investment Fund, to acquire stakes in two venture capital partnerships, aiming to enhance strategic development and project reserves [1] - Lvtong Industrial Investment Fund plans to invest a total of 19.99998 million yuan, with 7.5 million yuan for a 24.19% stake in Jiahua Dingfeng Xincheng Venture Capital Partnership and 12.499998 million yuan for a 24.9950% stake in Guangzhou Chuangyu Zhixin Investment Partnership [1] - The investment is characterized as a related party transaction with professional investment institutions, which is expected to leverage their resources and experience for better investment efficiency and risk diversification [1] Group 2 - The investment aligns with the long-term strategic goals and planning of Lvtong Technology, supporting its continuous and healthy development in the industry [1] - The collaboration with professional investment institutions is intended to provide quality project reserves and enhance industrial layout for the listed company [1]

Core Viewpoint - Greenway Technology (301322.SZ) announced an investment plan through its Guangdong Greenway Industrial Investment Fund, aiming to invest a total of 19.99998 million yuan in two venture capital partnerships, enhancing its strategic development and project reserves [1] Group 1: Investment Details - The Greenway Industrial Fund plans to invest 7.5 million yuan for a 24.19% stake in Jiaxing Dingfeng Xincheng Venture Capital Partnership [1] - Additionally, the fund will invest 12.499998 million yuan for a 24.9950% stake in Guangzhou Chuangyu Zhixin Investment Partnership [1] - The total investment amounts to 19.99998 million yuan, constituting a related party transaction with professional investment institutions [1] Group 2: Strategic Objectives - The collaboration with professional investment institutions aims to leverage their resources and experience for joint investments in All-Chip Intelligent Manufacturing Technology Co., Ltd [1] - This strategy is expected to provide quality project reserves and industrial layout, aligning with the long-term development goals and plans of the listed company [1] - The investment approach is designed to diversify investment risks and improve investment efficiency [1]

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].

证券之星消息，9月10日摩托车及其他板块较上一交易日上涨0.0%，绿通科技领涨。当日上证指数报收 于3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。摩托车及其他板块个股涨跌见下表： 从资金流向上来看，当日摩托车及其他板块主力资金净流出1.89亿元，游资资金净流入1.05亿元，散户 资金净流入8459.11万元。摩托车及其他板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

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 ...