证券代码：301636 证券简称：泽润新能 公告编号：2025-027 江苏泽润新能科技股份有限公司 审议通过了《关于使用募集资金置换预先投入募投项目及已支付发行费用 的自筹资金的议案》 公司以募集资金置换预先投入募投项目及已支付发行费用的自筹资金合计 6,244.23 万元，其中，置换已投入募投项目的自筹资金金额为 5,731.23 万元（不 含税），置换已支付发行费用的自筹资金金额为 513.00 万元（不含税）。本次 募集资金置换事项符合《上市公司募集资金监管规则》《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》等相关规定的要求，不影 响募集资金投资计划的正常进行，也不存在变相改变募集资金用途的情形，募集 资金置换的时间距募集资金到账时间未超过 6 个月。 具体内容详见同日刊载于巨潮资讯网(http://www.cninfo.com.cn)的《关于使 用募集资金置换预先投入募投项目及已支付发行费用的自筹资金的公告》。 保荐人对本事项发表了无异议的核查意见。会计师事务所出具了鉴证报告。 表决结果：同意 9 票；反对 0 票；弃权 0 票；该项议案获审议通过。 第一届董事会第二十 ...

江苏泽润新能科技股份有限公司 募集资金置换专项鉴证报告 信会师报字[2025]第ZI10824号 江苏泽润新能科技股份有限公司 募集资金置换专项鉴证报告 贵公司管理层的责任是按照中国证券监督管理委员会《上市公 司监管指引第2号——上市公司募集资金管理和使用的监管要求》、 | 一、 | 专项鉴证报告 | | | | 1-4 | | --- | --- | --- | --- | --- | --- | | 二、 | 专项说明 | 目 | 录 | 页 | 码 1-2 | 三、 事务所执业资质证明 募集资金置换专项鉴证报告 信会师报字[2025]第ZI10824号 江苏泽润新能科技股份有限公司全体股东： 我们接受委托，对后附的江苏泽润新能科技股份有限公司（以 下简称"贵公司"或"泽润新能"）编制的截止日为2025年9月30日的 《关于以募集资金置换预先投入募投项目及支付发行费用的自筹资金 的专项说明》执行了合理保证的鉴证业务。 一、管理层的责任 《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》以及《深圳证券交易所创业板上市公司自律监管指南第2 号——公告格式》的相关规定编制《关于以募集资金置 ...

Core Viewpoint - Zairun New Energy's stock experienced a slight increase of 0.70% on November 3, with a trading volume of 26.48 million yuan, indicating a mixed performance in financing activities and overall financial health [1][2]. Financing Summary - On November 3, Zairun New Energy had a financing buy amount of 2.128 million yuan, while the financing repayment was 2.716 million yuan, resulting in a net financing outflow of 0.588 million yuan [1][2]. - The total financing balance as of November 3 was 49.3324 million yuan, accounting for 6.09% of the company's market capitalization [2]. Company Overview - Zairun New Energy, established on March 16, 2017, is located in Jintan District, Changzhou, Jiangsu Province, and is set to be listed on May 16, 2025. The company specializes in new energy electrical connections, protection, and intelligent technology [2]. - The main revenue sources for Zairun New Energy are photovoltaic module junction boxes (84.34%), accessories and others (12.84%), and other supplementary products (2.82%) [2]. Financial Performance - For the period from January to September 2025, Zairun New Energy reported a revenue of 633 million yuan, reflecting a year-on-year decrease of 1.80%. The net profit attributable to shareholders was 52.9554 million yuan, down 46.80% year-on-year [2]. - As of October 10, the number of shareholders was 13,800, a decrease of 0.82% from the previous period, with an average of 1,095 circulating shares per person, which increased by 0.82% [2]. Dividend Information - Since its A-share listing, Zairun New Energy has distributed a total of 31.9339 million yuan in dividends [3].

Core Viewpoint - The photovoltaic industry is experiencing a significant performance restructuring, with major companies in key sectors such as equipment, inverters, junction boxes, and mounting brackets facing declining profits and some even reporting losses, indicating a shift in the industry's profitability logic [1] Equipment Sector - Equipment suppliers are seeing the most pronounced decline, with several leading companies reporting both revenue and net profit decreases in Q3 [2] - Jiejia Weichuang (捷佳伟创) reported Q3 revenue of 4.734 billion yuan, a decrease of 17.26% year-on-year, and net profit of 858 million yuan, a sharp decline from previous growth rates [2] - Jing Sheng Machinery (晶盛机电) experienced a dramatic drop in Q3 revenue to 2.474 billion yuan, down 42.87%, and net profit of 262 million yuan, down 69.65% [2] - Maiwei Co., Ltd. (迈为股份) reported Q3 revenue of 1.991 billion yuan, a decline of 31.3%, and net profit of 269 million yuan, down 9.42% [4][5] - Aotewei (奥特维) saw its Q3 revenue drop to 1.292 billion yuan, down 48.65%, with net profit plummeting 90.04% to 50 million yuan [6] Inverter Sector - The inverter industry is experiencing a bifurcated performance, with some companies like Sungrow (阳光电源) and GoodWe (固德威) reporting significant profit increases, while others face profit declines [7] - Sungrow achieved a net profit of 4.147 billion yuan in Q3, up 57.04% year-on-year, while GoodWe's net profit surged by 200.83% [7] - Conversely, companies like Jinlang Technology (锦浪科技) and Deye (德业股份) reported net profit declines of 16.85% and 17.84%, respectively [7] Junction Box Sector - The junction box sector has also seen significant profit declines, with Zairun New Energy (泽润新能) reporting a net loss of approximately 3.856 million yuan in Q3, a 115.93% year-on-year drop [8] - Kuai Ke Electronics (快可电子) reported Q3 revenue of 328 million yuan, up 66.1%, but net profit decreased by 64.47% [8] Mounting Bracket Sector - The mounting bracket sector is facing similar challenges, with Qingyuan Co. (清源股份) reporting Q3 revenue of 470 million yuan, a 5.47% increase, but net profit down 73.94% [8] - Leading company Zhongxinbo (中信博) reported a net profit decline of 74.49% year-on-year, with Q3 losses reaching 48.39 million yuan, a 119.76% drop [9][10] Overall Industry Outlook - The overall profitability of the photovoltaic equipment, inverter, junction box, and mounting bracket sectors is declining, with industry experts indicating that the stability of returns from photovoltaic power stations is not as strong as before, complicating investment decisions [10]

Core Viewpoint - ZeRun New Energy, established in March 2017, focuses on new energy electrical connection technologies and plans to be listed on the Shenzhen Stock Exchange in May 2025 [1] Group 1: Business Performance - In Q3 2025, ZeRun New Energy reported revenue of 633 million yuan, ranking 19th among 23 companies in the industry [2] - The company's main business revenue composition includes 378 million yuan from photovoltaic component junction boxes, accounting for 84.34% of total revenue [2] - Net profit for the same period was 52.96 million yuan, ranking 4th in the industry [2] Group 2: Financial Ratios - As of Q3 2025, ZeRun New Energy's debt-to-asset ratio was 39.02%, significantly lower than the industry average of 70.17%, indicating strong solvency [3] - The gross profit margin for the period was 17.56%, down from 24.72% year-on-year, but still above the industry average of 1.80% [3] Group 3: Management Compensation - Chairman Chen Zepeng's salary for 2024 is 896,100 yuan, while General Manager Zhang Wei's salary is 1,177,300 yuan [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 5.56% to 13,900, with an average of 1,086.79 circulating A-shares held per shareholder, an increase of 5.89% [5]

Group 1: Company Performance Highlights - Yanjiang Co., Ltd. reported a net profit of 42.50 million yuan for the first three quarters, a year-on-year increase of 27.95%, with a third-quarter net profit growth of 209.1% [1] - Dabeinong achieved a net profit of 257 million yuan for the first three quarters, up 92.56% year-on-year, but reported a significant decline of 92.50% in third-quarter net profit [1][2] - Gaozheng Minexplosion's net profit for the first three quarters was 126 million yuan, reflecting a 13.68% increase year-on-year, with a third-quarter net profit growth of 1.83% [3][4] - Taiji Co., Ltd. reported a net profit of 56.69 million yuan for the first three quarters, a year-on-year increase of 205.58%, but a decline of 13.6% in third-quarter net profit [5][6] - Qian Zhao Optoelectronics achieved a net profit of 87.95 million yuan for the first three quarters, up 80.17% year-on-year, with a third-quarter net profit growth of 56.01% [7][8] - Future Electric reported a net profit of 71.32 million yuan for the first three quarters, a year-on-year increase of 10.61%, with a slight decline in third-quarter revenue [10] Group 2: Company Announcements and Strategic Moves - Hengshuo Co., Ltd. announced plans for shareholders to reduce their holdings by up to 3% due to personal funding needs [11] - Sanbai Shuo disclosed a share transfer agreement where a shareholder will transfer 5.66% of the company's shares to another entity [12] - Tianqi Lithium's subsidiary plans to invest 250 million yuan in a partnership to explore opportunities in the new materials and renewable energy sectors [12][13] - Zhuanqi Technology reported a net loss of 1.03 billion yuan for the first three quarters, with a significant decline in third-quarter performance [16] - Jintong Technology announced plans to increase investment by 250 million yuan to expand production capacity for new energy vehicle components [23]

Core Insights - Zairun New Energy (301636) reported a significant decline in net profit for the first three quarters of 2025, amounting to approximately 52.96 million yuan, representing a year-on-year decrease of 46.8% [2] - The company's operating revenue for the same period was approximately 633 million yuan, showing a slight decline of 1.8% year-on-year [2] - Zairun New Energy specializes in the field of new energy electrical connections, protection, and intelligent technology, providing integrated solutions for photovoltaic module junction boxes [2] Financial Performance - The net profit attributable to shareholders for the first three quarters of 2025 was approximately 52.96 million yuan, down 46.8% compared to the previous year [2] - The operating revenue for the first three quarters of 2025 was approximately 633 million yuan, reflecting a decrease of 1.8% year-on-year [2] Company Overview - Zairun New Energy was listed on the A-share market in May 2025 [2] - The company is recognized as a high-tech enterprise focused on providing solutions in the new energy sector, particularly in photovoltaic technology [2]

Core Insights - Zairun New Energy (301636) reported a decline in revenue and net profit for the third quarter of 2025, indicating potential challenges in the company's financial performance [1] Financial Performance - The company's third-quarter revenue was 185 million yuan, representing a year-on-year decrease of 18.01% [1] - For the first three quarters, the total revenue was 633 million yuan, down 1.8% compared to the same period last year [1] - The net profit for the first three quarters was 52.96 million yuan, reflecting a significant decline of 46.8% year-on-year [1] - Basic earnings per share stood at 0.96 yuan [1]

Core Viewpoint - Zairun New Energy (301636.SZ) reported a decline in revenue and net profit for Q3 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for Q3 2025 was 185 million yuan, representing a year-on-year decrease of 18.01% [1] - The net profit attributable to shareholders of the listed company was -3.8561 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -4.5659 million yuan [1]

Core Insights - ZERUN New Energy (301636.SZ) reported a revenue of 633 million yuan for the first three quarters of 2025, reflecting a year-on-year decline of 1.80% [1] - The net profit attributable to shareholders was 52.96 million yuan, down 46.8% year-on-year [1] - The non-recurring net profit stood at 46.24 million yuan, showing a decrease of 47.77% compared to the previous year [1] - Basic earnings per share were reported at 0.96 yuan [1]