每经AI快讯，10月24日，盛弘股份公告，股东盛剑明因个人资金需求，通过集中竞价方式减持公司股 份133.86万股，导致持股比例从5.43%降至5.00%，触及5%的披露门槛。盛剑明不属于公司控股股东或 实际控制人，本次权益变动不会对公司治理结构及持续性经营产生重大影响。截至本报告书签署之日， 盛剑明所持股份中有1009.00万股处于质押状态。未来12个月内，盛剑明不排除根据资本市场和个人财 务安排进一步减持股份的可能性。 ...

证券代码：300693 证券简称：盛弘股份 公告编号：2025-077 深圳市盛弘电气股份有限公司 关于 2025 年前三季度计提资产减值准备及资产核销的公告 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、本次计提资产减值准备及核销资产情况概述 （一）计提资产减值准备情况 1、本次计提资产减值准备的原因 根据《企业会计准则》及公司会计政策的相关规定，公司及下属子公司对截 至 2025 年 9 月 30 日各类存货、应收款项、合同资产、固定资产、在建工程、无 形资产等资产进行了全面清查，对各类存货的可变现净值，应收款项回收的可能 性，固定资产、在建工程及无形资产的可变现性进行了充分的评估和分析，认为 上述资产中部分资产存在一定的减值迹象，公司需对可能发生资产减值损失的相 关资产进行计提减值准备。 2、本次计提资产减值准备的资产范围和总金额 公司及下属子公司对截至 2025年9月30日存在可能发生减值迹象的资产（范 围包括应收款项、存货）进行全面清查和资产减值测试后，2025 年前三季度各项 资产减值准备共计 29,012,639.02 元。 单位：人民币元 ...

深圳市盛弘电气股份有限公司（以下简称"公司"）第四届董事会第九次会 议（以下简称"会议"）之通知、议案材料于 2025 年 10 月 21 日以邮件及通讯 送达的方式送达了公司全体董事。本次会议于 2025 年 10 月 24 日以通讯会议的 方式召开，会议由董事长方兴主持，会议应参加董事 8 人，实际参加董事 8 人。 公司全体高级管理人员列席了本次会议。本次会议的召开符合有关法律法规和 《公司章程》的规定，会议合法有效。 二、董事会会议审议情况 1、审议通过了《关于<2025 年三季度报告>的议案》 经审议，董事会一致认为：公司《2025 年三季度报告》符合法律、行政法规、 中国证监会和深圳证券交易所的规定，报告内容真实、准确、完整地反映了公司 2025 年三季度的经营情况，不存在虚假记载、误导性陈述或者重大遗漏。《2025 年三季度》全文具体内容详见公司于同日在中国证监会指定的创业板信息披露网 站巨潮资讯网发布的相关公告。 表决结果：同意 8 票；反对 0 票；弃权 0 票。 证券代码：300693 证券简称：盛弘股份 公告编号：2025-075 深圳市盛弘电气股份有限公司 第四届董事会第九次会议决议的 ...

Financial Performance - The company's operating revenue for Q3 2025 reached ¥853,939,248.70, representing a year-on-year increase of 28.54%[5] - Net profit attributable to shareholders was ¥118,555,934.36, up 33.09% compared to the same period last year[5] - The company's basic earnings per share for Q3 2025 was ¥0.3799, an increase of 32.37% year-on-year[5] - Total operating revenue for the current period reached ¥2,216,209,584.08, an increase of 5.73% compared to ¥2,095,105,643.10 in the previous period[23] - Net profit for the current period was ¥274,365,149.74, compared to ¥267,321,216.83 in the previous period, indicating a growth of 2.93%[23] - The net profit attributable to the parent company shareholders was 276,618,678.11, an increase from 270,574,181.03, representing a growth of approximately 2.4%[24] - The total comprehensive income attributable to the parent company owners was 275,090,195.28, compared to 270,522,221.62, indicating an increase of about 1.9%[24] - The basic and diluted earnings per share were both 0.8886, up from 0.8736, reflecting an increase of approximately 1.1%[24] Cash Flow - The net cash flow from operating activities surged to ¥349,916,152.46, a significant increase of 2858.22% year-on-year[12] - Cash inflows from operating activities totaled 2,120,786,568.86, compared to 1,772,132,512.52, marking a growth of around 19.6%[27] - The net cash flow from operating activities was 349,916,152.46, significantly higher than 11,828,585.96 from the previous period[27] - Cash inflows from investment activities were 899,501,236.17, compared to 355,457,198.18, showing an increase of approximately 153.5%[27] - The net cash flow from investment activities was -98,218,734.44, an improvement from -174,450,363.21, indicating a reduction in cash outflow[27] - The net cash flow from financing activities was -175,173,088.53, compared to -51,559,858.82, reflecting a larger cash outflow[28] - The cash and cash equivalents at the end of the period were 536,964,920.09, up from 244,017,954.92, representing an increase of approximately 120.5%[28] - The cash and cash equivalents net increase for the period was ¥77,110,012.15, a 136.43% improvement compared to the previous year[12] Assets and Liabilities - Total assets at the end of Q3 2025 amounted to ¥4,037,685,907.85, reflecting a 9.99% increase from the end of the previous year[5] - Total assets reached ¥4,037,685,907.85, compared to ¥3,670,801,749.29, showing an increase of 10.00%[21] - Total liabilities increased to ¥2,064,898,640.76 from ¥1,851,930,325.26, which is a rise of 11.48%[21] - The company's equity attributable to shareholders rose to ¥1,966,447,448.09 from ¥1,817,965,576.66, indicating an increase of 8.19%[21] Shareholder Information - Total number of common shareholders at the end of the reporting period is 39,760[14] - The largest shareholder, Fangxing, holds 17.60% of shares, totaling 55,067,389 shares[14] - The second-largest shareholder, Sheng Jianming, holds 5.00% of shares, totaling 15,652,539 shares, with 10,412,638 shares pledged[14] - China Construction Bank holds 3.98% of shares, totaling 12,443,493 shares[14] - The total number of restricted shares at the end of the period is 43,942,798 shares, with 84,192 shares newly restricted[17] - The largest restricted shareholder, Fangxing, has 42,047,270 shares under lock-up[17] - The total number of shares held by the top 10 unrestricted shareholders is 53,000,000 shares[15] - The company has not disclosed any related party relationships among the top 10 shareholders[15] - The company has not participated in any margin financing or securities lending activities[15] - The total number of preferred shareholders is not applicable[16] Operating Costs and Expenses - Total operating costs amounted to ¥1,929,101,304.86, up from ¥1,809,075,458.12, reflecting a year-over-year increase of 6.63%[23] - Research and development expenses for the current period were ¥218,665,038.97, compared to ¥189,144,769.45 in the previous period, reflecting a growth of 15.61%[23] - The company's financial expenses showed a significant decrease of 311.71%, primarily due to increased interest income[11] Inventory and Receivables - Accounts receivable rose to ¥913,673,992.46, up from ¥853,981,648.21, marking an increase of 7.00%[20] - Inventory levels increased significantly to ¥898,168,179.71 from ¥701,379,635.37, reflecting a growth of 28.05%[20]

证券代码：300693 证券简称：盛弘股份 公告编号：2025-078 深圳市盛弘电气股份有限公司 关于 5%以上股东权益变动暨持股比例降至 5%以下且 触及 1%整数倍的提示性公告 公司股东盛剑明先生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。 本公司及董事会全体成员保证公告内容与信息披露人提供的信 息一致。 特别提示： 1、本次权益变动属于股份减持导致，不触及要约收购。 2、本次权益变动不涉及公司控股股东及实际控制人，不会导致公司控股股 东及实际控制人发生变更，不会影响公司的治理结构和持续经营。 3、本次权益变动后，盛剑明先生持股比例降低至 5.0000%，不再是公司持股 5%以上股东。 深圳市盛弘电气股份有限公司（以下简称"公司"）于 2025 年 7 月 30 日在 巨潮资讯网（www.cninfo.com.cn）披露了《关于 5%以上股东减持股份计划预披 露公告》（公告编号：2025-061），持有公司股份 16,978,437 股（占剔除回购 专用账户股份后公司总股本的 5.4411%）的 5%以上股东盛剑明先生，计划自减持 预披露公告之日起 15 个交易日后的 3 ...

深圳市盛弘电气股份有限公司简式权益变动报告书 深圳市盛弘电气股份有限公司 简式权益变动报告书 上市公司名称：深圳市盛弘电气股份有限公司 上市地点：深圳证券交易所 股票简称： 盛弘股份 股票代码：300693 信息披露义务人：盛剑明 住 所：广东省深圳市南山区*** 权益变动性质：股份减少（持股比例降至 5%） 签署日期：2025 年 10 月 24 日 1 深圳市盛弘电气股份有限公司简式权益变动报告书 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及相关法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书不需要获得必要的授权和批准。 三、依据《证券法》、《上市公司收购管理办法》的规定，本报告书已全面 披露信息披露义务人在深圳市盛弘电气股份有限公司（以下简称"盛弘股份"）中 拥有权益的股份变动情况。截至本报告书签署之日，除本报告书披露的信息外， 上述信息披露义务人没有通过任何其他方式增加或减少其在盛弘股份拥有权益 的股份。 四、本次权益变动是根据本 ...

证券之星消息，10月23日其他电源设备板块较上一交易日下跌1.09%，通合科技领跌。当日上证指数报收 于3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300491 | 通合科技 | 32.36 | -4.37% | 15.21万 | | 4.85亿 | | 300693 | 暨弘股份 | 36.15 | -3.52% | 15.56万 | | 5.57亿 | | 002851 | 麦格米特 | 71.00 | -3.02% | 12.09万 | | 8.56亿 | | 002364 | 中恒电气 | 25.99 | -2.88% | 28.36万 | | 7.33亿 | | 002518 | 科士达 | 37.56 | -2.87% | 17.87万 | | 6.66亿 | | 688411 | 海電影创 | 295.33 | -2.36% | 2.25万 | | ...

Core Insights - Nanshan District in Shenzhen is emerging as a leading innovation hub, with 218 listed companies and over 5,500 national high-tech enterprises by October 2025, showcasing a robust innovation ecosystem [1][3]. Group 1: Innovation Ecosystem - The innovation vitality in Nanshan stems from respect for market rules and careful cultivation of the innovation ecosystem, featuring major players like Tencent and DJI alongside numerous innovative SMEs [2]. - Nanshan has implemented supportive policies since 2013, including the "Six Actions to Support Innovation and Entrepreneurship" plan, which provides financial, spatial, and application scenario incentives to stimulate entrepreneurial activity [3][4]. - The region boasts an impressive patent ownership rate, with 826 invention patents per 10,000 people, which is 23 times the national average [3]. Group 2: Policy and Financial Support - Nanshan's policy approach encourages market-driven innovation without strictly defining industries, leading to the emergence of key sectors such as fintech, robotics, and logistics, as well as new fields like semiconductors and artificial intelligence [4]. - A strategic direct investment seed fund and angel fund totaling 500 million yuan have been established to support startups in AI and robotics, allowing for a high-risk tolerance in funding [4]. Group 3: Talent Attraction and Development - Nanshan has developed a talent-centric environment, providing various support measures for young professionals, including rent-free housing for recent graduates and affordable industrial research spaces [6][7]. - The district has a talent pool of 1.2 million, with high-level talents constituting over 50% of the total, fostering collaboration and innovation across different sectors [7]. Group 4: Global Integration - Nanshan is positioning itself as a global innovation resource hub, with the establishment of the Global Service Center to assist companies in international expansion and facilitate cross-border collaborations [9]. - The district's enterprises, such as ZTE and DJI, have successfully penetrated international markets, demonstrating the effectiveness of its global outreach strategies [9][10]. Group 5: Industry Collaboration - The integration of academia and industry in Nanshan has created a robust innovation ecosystem, with partnerships between leading companies and universities enhancing technology transfer and collaborative research [10]. - The presence of major enterprises and research institutions has established Nanshan as a global center for the robotics industry, showcasing the importance of diverse business models and sustainable growth [10].

Group 1 - The core point of the news is that Shenghong Electric Co., Ltd. experienced a stock price drop of 5.42%, with a current share price of 35.44 yuan and a total market capitalization of 11.085 billion yuan [1] - The company, established in September 2007 and listed in August 2017, specializes in the research, production, sales, and service of power electronic equipment [1] - The main revenue composition of the company includes: 46.42% from electric vehicle charging equipment, 20.82% from new energy power conversion equipment, 20.53% from industrial power supply, 9.78% from battery testing and formation equipment, and 2.45% from other sources [1] Group 2 - Chang'an Fund has a significant holding in Shenghong Electric, with its Chang'an Xinxing Mixed A fund holding 60,000 shares, representing 4.46% of the fund's net value, making it the third-largest holding [2] - The Chang'an Xinxing Mixed A fund was established on November 29, 2017, with a current scale of 33.3199 million yuan and has achieved a year-to-date return of 51.06% [2] - The fund manager, Zhang Yunkai, has been in position for 1 year and 162 days, with the best fund return during his tenure being 86.89% and the worst being 43.14% [3]

Core Points - The energy storage index experienced a decline, with a daily drop of 2.01% on October 23 [1] - Among the constituent stocks, Haibosi Chuang led the decline with a drop of 5.24%, followed by Shenghong Co., Jinpan Technology, Keda, and Yihuatong-U [1] Company Performance - Haibosi Chuang reported the largest decline among the energy storage stocks, falling by 5.24% [1] - Other companies such as Shenghong Co., Jinpan Technology, Keda, and Yihuatong-U also experienced declines, contributing to the overall negative performance of the sector [1] Industry Trends - The energy storage sector is currently facing downward pressure, as indicated by the overall index decline and the performance of key companies [1]