常润股份: 常熟通润汽车零部件股份有限公司关于部分募集资金投资项目延期及部分变更的公告

Core Viewpoint - Company plans to delay the expected operational status dates for certain fundraising investment projects and change the allocation of some raised funds to better align with market conditions and internal needs [1][2][3] Fundraising Investment Project Delay and Changes - The expected operational status date for the "Automotive Maintenance Equipment Production Base Project" is adjusted from 2025 to August 31, 2026, and for the "Automotive Parts Manufacturing Project" and "R&D Center and Information Technology Project" to August 31, 2027 [1][3][10] - A portion of the raised funds amounting to 75 million yuan originally allocated for the "R&D Center and Information Technology Project" will be redirected to the "Automotive Parts Manufacturing Project" [1][8][12] Fundraising Overview - The company raised a total of 607.33 million yuan from the public offering of 19,873,334 shares at a price of 30.56 yuan per share in July 2022 [1][5] - As of June 30, 2025, the actual investment in the fundraising projects was 25,009.28 million yuan out of a committed total of 50,945.99 million yuan [5][12] Reasons for Delay and Changes - The delay in the "Automotive Maintenance Equipment Production Base Project" is due to the need for phased construction and synchronization with other projects [10][12] - The "R&D Center and Information Technology Project" is experiencing delays due to changes in market demand and the complexity of integrating new subsidiaries and business models [10][12] - The decision to increase investment in the "Automotive Parts Manufacturing Project" is driven by the need to enhance production capacity in Thailand to meet international market demands [12][13] Project Implementation Details - The "Automotive Parts Manufacturing Project" will now include the establishment of a production base in Thailand, with an expected annual production capacity of 6.5 million units [14][17] - The "R&D Center and Information Technology Project" will expand its scope to include subsidiaries and new locations, with a focus on optimizing resource allocation [15][16] Market Context and Strategic Importance - The shift in investment strategy aligns with the growing demand for overseas supply chains and the strategic importance of Southeast Asia in global trade [16][17] - Thailand is positioned as a key automotive production hub, enhancing the company's competitiveness in the international market [13][17]