| 证券代码：300843 | 证券简称：胜蓝股份 | 公告编号：2025-065 | | --- | --- | --- | | 债券代码：123258 | 债券简称：胜蓝转02 | | 胜蓝科技股份有限公司 关于"胜蓝转 02"转股价格调整的公告 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。 特别提示： 经中国证券监督管理委员会《关于同意胜蓝科技股份有限公司向不特定对象 发行可转换公司债券注册的批复》（证监许可〔2025〕1548 号）同意注册，胜 蓝科技股份有限公司（以下简称"公司"）向不特定对象发行可转换公司债券（以 下简称"可转债"）4,500,000 张，每张面值为人民币 100 元，募集资金总额 45,000.00 万元。公司可转债于 2025 年 9 月 10 日起在深圳证券交易所挂牌交易，债券简称 "胜蓝转 02"，债券代码"123258"。 根据公司《向不特定对象发行可转换公司债券募集说明书》的相关条款：在 本次发行之后，若公司发生派送红股、转增股本、增发新股（不包括因本次发行 的可转换公司债券转股而增加的股本）、配股以及派发现金股利等情 ...

| 证券代码：300843 | 证券简称：胜蓝股份 | 公告编号：2025-064 | | --- | --- | --- | | 债券代码：123258 | 债券简称：胜蓝转02 | | 胜蓝科技股份有限公司 2025 年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 胜蓝科技股份有限公司（以下简称"公司"或"本公司"）于 2025 年 8 月 27 日召开第四届董事会第三次会议，在 2024 年年度股东会授权范围内审议通过了 《关于公司<2025 年中期现金分红方案>的议案》。现将权益分派事宜公告如下： 一、股东会授权及董事会审议通过权益分派方案的情况 1、公司于 2025 年 5 月 19 日召开 2024 年年度股东会，审议通过了《关于<2024 年度利润分配预案及 2025 年中期现金分红规划>的议案》，同意授权公司董事会 在符合利润分配的条件下制定具体的 2025 年中期现金分红方案。 公司于 2025 年 8 月 27 日召开第四届董事会第三次会议，审议通过的 2025 年中期现金分红方案为：以截至 2025 年 6 月 ...

向不特定对象发行可转换公司 债券上市公告书 证券代码：300843 证券简称：胜蓝股份 公告编号：2025-063 胜蓝科技股份有限公司 （注册地址：东莞市长安镇沙头南区合兴路4号） 保荐人（主承销商） 地址：东莞市莞城区可园南路一号 二〇二五年九月 胜蓝科技股份有限公司 上市公告书 第一节 声明与提示 胜蓝科技股份有限公司（以下简称"胜蓝股份""发行人"或"公司"） 及全体董事、高级管理人员保证上市公告书的真实性、准确性、完整性，承诺 上市公告书不存在虚假记载、误导性陈述或重大遗漏，并对其内容的真实性、 准确性和完整性承担个别和连带的法律责任。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）等有关法律、法规的规定，本 公司董事、高级管理人员已经依法履行诚信和勤勉尽责的义务和责任。 中国证券监督管理委员会（以下简称"中国证监会"）、深圳证券交易所 （以下简称"深交所"）、其他政府机关对本公司可转换公司债券上市及有关 事项的意见，均不表明对本公司的任何保证。 公司提醒广大投资者注意，凡上市公告书未涉及的有关内容，请投资者查 阅 2025 年 8 月 ...

东莞证券股份有限公司 关于 胜蓝科技股份有限公司 向不特定对象发行可转换公司债券 之 上市保荐书 保荐机构（主承销商） （住所：东莞市莞城区可园南路一号） 二〇二五年九月 胜蓝科技股份有限公司 上市保荐书 声 明 东莞证券股份有限公司（以下简称"东莞证券""本保荐人"或"本保荐机 构"）接受胜蓝科技股份有限公司（以下简称"胜蓝股份""发行人"或"公司"） 的委托，担任胜蓝股份向不特定对象发行可转换公司债券的保荐机构，并指定朱 则亮先生、杨国辉先生担任本次保荐工作的保荐代表人。 东莞证券及其保荐代表人根据《中华人民共和国公司法》（以下简称《公司 法》）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司 证券发行注册管理办法》（以下简称"《注册管理办法》"）、《证券发行上市 保荐业务管理办法》（以下简称"《保荐业务管理办法》"）等有关法律、行政 法规和中国证监监督管理委员会（以下简称"中国证监会"）及深圳证券交易所 （以下简称"深交所"）的规定，诚实守信，勤勉尽责，严格按照依法制订的业 务规则、行业执业规范和道德准则出具上市保荐书，并保证所出具文件的真实性、 准确性和完整性。 为叙述方便，如无特别说 ...

北京市嘉源律师事务所 关于胜蓝科技股份有限公司 向不特定对象发行可转换公司债券 并在深圳证券交易所上市 的法律意见书 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 1 北京 BEIJING·上海 SHANGHAI·深圳 SHENZHEN·香港 HONGKONG·广州 GUANGZHOU·西安 XI'AN 致：胜蓝科技股份有限公司 北京市嘉源律师事务所 关于胜蓝科技股份有限公司 向不特定对象发行可转换公司债券 并在深圳证券交易所上市的 法律意见书 敬启者： 根据发行人与本所签订的《专项法律顾问协议》，本所担任公司向不特定对 象发行可转换公司债券并在深圳证券交易所上市（以下简称"本次发行上市"） 的专项法律顾问，并获授权为本次发行上市出具法律意见书。 除非另有说明，本法律意见书所用简称与本所之前为本次发行上市出具的 《法律意见书》及《律师工作报告》中的定义一致。 本法律意见书依据《公司法》《证券法》《注册管理办法》《可转债管理办 法》《公开发行证券公司信息披露的编报规则第12号—公开发行证券的法律意见 书和律师工作报告》及中国证监会的其他规范性文件的规定，按照律师行业公认 的业务标准、道德规范和勤勉 ...

Group 1 - The company announced the establishment of a special account for the management of raised funds to ensure proper storage, usage, and management of the funds [2] - The company signed a tripartite supervision agreement regarding the special account with its sponsor, Dongguan Securities Co., Ltd., and two banks: China CITIC Bank Dongguan Branch and China Minmetals Bank Guangzhou Branch [2]

Core Viewpoint - Shenglan Co., Ltd. (300843) has confirmed that its UQD and liquid cooling plate products are applicable in servers, with small batch deliveries already made [1] Company Summary - Shenglan Co., Ltd. has engaged with investors on an interactive platform, providing insights into its product applications [1] - The company is actively involved in the server market through its innovative cooling solutions [1]

一、募集资金基本情况 经中国证券监督管理委员会《关于同意胜蓝科技股份有限公司向不特定对象 发行可转换公司债券注册的批复》（证监许可〔2025〕1548 号）同意注册，胜 蓝科技股份有限公司（以下简称"公司"）本次向不特定对象发行可转换公司债券 4,500,000 张，每张面值为人民币 100 元，募集资金总额 450,000,000.00 元，均以 人民币现金形式缴入，扣除发行费用 3,318,396.23 元（不含税）后，实际募集资 金净额为 446,681,603.77 元。 上述募集资金已于 2025 年 9 月 3 日到位，经广东司农会计师事务所（特殊 普通合伙）验证并出具了《胜蓝科技股份有限公司向不特定对象发行可转换公司 债券募集资金净额的验证报告》（司农专字[2025]24007290230 号）。 证券代码：300843 证券简称：胜蓝股份 公告编号：2025-062 胜蓝科技股份有限公司 关于签署募集资金三方监管协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 二、募集资金监管协议签订及专户开立情况 为规范募集资金的存放、使用和管理， ...

Group 1 - The copper cable high-speed connection sector opened actively on September 4, with an increase of 2.78% [1] - Companies such as Ruikeda saw a rise of 8.24%, Shenglan shares increased by 7.56%, and Yidong Electronics rose by 6.88% [1] - Other companies like Changxin Bochuang, Luxiao Technology, and Luxshare Precision also experienced gains of over 3% [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report - The target price of Shenglan Convertible Bond 02 on the first day of listing is expected to be between 131 - 137 yuan, and investors are advised to actively subscribe. Based on the par value of 119.19 yuan as of September 1, 2025, and referring to similar convertible bonds, the conversion premium rate on the first - day of listing is estimated to be in the range of 10% - 15% [3][21]. - The estimated first - day new - bond subscription winning rate is around 0.0022% - 0.0025%. Assuming the old shareholders' placement ratio is 56% - 61%, the scale available for the market is 1.76 billion - 1.98 billion yuan, and with an assumed online effective subscription of 7.92 million households, the winning rate is calculated [4][22]. 3. Summary According to the Directory 3.1. Shenglan Convertible Bond New - Bond Analysis and Investment Recommendations 3.1.1. Analysis of Convertible Bond Basic Terms - The issuance method of Shenglan Convertible Bond 02 is priority placement and online issuance, with a bond and issuer rating of AA -. The issuance scale is 450 million yuan, the initial conversion price is 54.56 yuan, the convertible bond par value is 119.19 yuan, the pure bond value is 94.58 yuan. The game terms are normal. Overall, the bond issuance scale is low, the liquidity is poor, the rating is acceptable, and the bond floor protection is good. It is not difficult for institutions to include it in their portfolios, and there is no objection to primary - market participation [2][17]. 3.1.2. Analysis of New - Bond Initial Listing Price - The company is mainly engaged in the R & D, production, and sales of electronic connectors, precision components, and new - energy vehicle connectors and their components. After deducting issuance fees, 255 million yuan of the raised funds is planned for the R & D and construction project of new - energy vehicle high - voltage connectors and components, and 195 million yuan for the R & D and construction project of industrial control connectors [3][20]. 3.1.3. Analysis of Convertible Bond New - Bond Subscription Winning Rate - As of March 31, 2025, the top two major shareholders held 56.4% of the shares, and the top ten major shareholders held 61.13%. Assuming the old shareholders' placement ratio is 56% - 61%, the scale available for the market is 1.76 billion - 1.98 billion yuan. With an assumed online effective subscription of 7.92 million households, the winning rate is estimated to be around 0.0022% - 0.0025% [4][22]. 3.2. Analysis of the Underlying Stock's Fundamental Situation 3.2.1. Company's Main Business and the Up - and Downstream Situations of the Industry - The company is a high - tech enterprise focusing on the R & D, production, and sales of electronic connectors, precision components, and new - energy vehicle connectors and their components. The upstream raw materials include metal and plastic materials, and the downstream includes various application fields such as automotive, telecommunications, and data communication. The connector industry shows a trend of professional segmentation [23][24]. 3.2.2. Company's Operating Conditions - From 2022 to Q1 2025, the company's operating income was 1.17 billion yuan, 1.241 billion yuan, 1.287 billion yuan, and 337 million yuan respectively, with year - on - year growth rates of - 10.16%, 6.06%, 3.71%, and 17.18%. The main business income comes from consumer - electronics connectors and components and new - energy vehicle connectors and components. The company's comprehensive gross margin and net profit margin have been increasing, while the period expenses have slightly increased, and the R & D expenses have shown a growth trend. The accounts receivable has remained relatively stable, and the accounts - receivable turnover rate is lower than the industry average [26][30][33]. 3.2.3. Company's Equity Structure and Main Subsidiaries - As of March 31, 2025, Shenglan Investment Holding Co., Ltd. was the largest shareholder, holding 54.20% of the shares. The top two major shareholders held 56.4% of the shares, and the top ten major shareholders held 61.13%. Huang Xuelin was the actual controller, holding 45.28% of the equity [44][46]. 3.2.4. Company's Business Characteristics and Advantages - The company has advantages in talent cultivation, technical capabilities, and market foundation. It has established a talent - training mechanism, holds 432 patents as of March 2025, and has stable cooperation relationships with many well - known companies in the consumer - electronics and new - energy vehicle fields [49]. 3.2.5. Arrangement of the Current Raised Funds - The company plans to issue convertible bonds to raise up to 450 million yuan. After deducting issuance fees, 255 million yuan is for the new - energy vehicle high - voltage connector and component project with a total investment of 255.7587 million yuan and an annual production capacity of 8 million pcs after completion; 195 million yuan is for the industrial control connector project with a total investment of 196.577 million yuan and an annual production capacity of 48 million pcs after completion [51][52].