民生证券股份有限公司 截至2025年6月30日，公司募集资金使用和结余情况如下： 项目 金额（元） 募集资金总额 940,800,000.00 发行费用 97,008,614.81 募集资金净额 843,791,385.19 加：尚未支付及置换的发行费用 24,197,445.00 募集资金专户初始到账金额 867,988,830.19 加：利息收入 715,708.84 截至 2025 年 6 月 30 日募集资金专户余额 868,704,539.03 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 关于深圳市优优绿能股份有限公司 经中国证券监督管理委员会《关于同意深圳市优优绿能股份有限公司首次公开 发行股票注册的批复》（证监许可〔2025〕466号）同意注册，公司首次公开发行人 民币普通股（A股）股票1,050万股，募集资金总额为人民币940,800,000.00元，扣 减不含税发行费用，实际募集资金净额人民币843,791,385.19元。2025年5月30日， 致同会计师事务所（特殊普通合伙）对公司首次公开发行股票的资金到账情况进行 了审验确认，并出具"致同验字（2025）第441C000 ...

Battery - Anfu Technology announced the termination of the "300MWh sulfide-based all-solid-state battery pilot project" due to significant uncertainties regarding the operational stability and performance capability of its partner, Gao Neng Times [2] - Del's solid-state battery has passed the UN38.3 certification, laying the foundation for expanding into international markets. The company is actively advancing the construction of its solid-state battery pilot line and plans to develop mass production lines based on customer and market demand [3] - The Ministry of Industry and Information Technology, along with other departments, held a meeting to promote the monitoring of new energy vehicle product prices and to strengthen supervision and inspection of the industry [4] Materials - Enjie Co., Ltd. is developing a pilot line for sulfide solid electrolytes with a capacity of thousands of tons in Yunnan. The company is also expanding its market presence in semi-solid battery separators and has invested in the research and production of lithium sulfide, solid electrolytes, and solid electrolyte membranes [7] Equipment - Youyou Green Energy announced plans to invest up to 800 million yuan in the construction of an intelligent manufacturing base for new energy charging and discharging equipment in Shenzhen, expected to be completed by December 31, 2029 [9] Overseas - Kuvimba Mining House, a state-owned mining company in Zimbabwe, plans to start construction of a lithium processing plant with an annual capacity of 600,000 tons of lithium concentrate, with a total investment of 270 million USD, expected to be operational by early 2027 [11] - Singapore's renewable energy developer Vanda RE signed a framework supply agreement with CATL to procure a total of 2.2GWh of battery energy storage systems for a solar and storage development project in Indonesia [12]

Group 1 - Trump signed the "Guidance and Establishment of the U.S. Stablecoin National Innovation Act," emphasizing the importance of maintaining the dollar's status as a reserve currency and the benefits of cryptocurrency for the dollar [2] - Major tech stocks showed mixed performance, with Tesla rising by 3.21% to $329.65, increasing its market value by $33 billion (approximately 236.8 billion RMB) [3][5] - Chinese assets surged, with popular Chinese concept stocks mostly rising, including JD.com up over 3% and Alibaba and NetEase up over 2% [3][5] Group 2 - The U.S. stock market saw the Dow Jones Industrial Average decrease by 0.32% to 44,342.19, while the Nasdaq increased by 0.05% to 20,895.66 [5][29] - The international precious metals futures generally rose, while international oil prices slightly declined, with WTI crude oil futures down by 0.29% and Brent crude oil futures down by 0.34% [5][7] - Bitcoin reached a historical high of over $123,000, with the global cryptocurrency market cap surpassing $400 billion for the first time [5] Group 3 - The market regulatory authority in China held discussions with Ele.me, Meituan, and JD.com, urging them to comply with e-commerce laws and promote healthy competition [10] - Yushutech has initiated IPO counseling, with CITIC Securities as the advisory firm, aiming to submit listing application documents by October [11] - China Shipbuilding and China Shipbuilding Heavy Industry received approval from the China Securities Regulatory Commission for a merger, with China Shipbuilding to absorb China Shipbuilding Heavy Industry [12] Group 4 - The Chongqing municipal government issued 26 measures to boost consumption, focusing on enhancing residents' income and promoting service consumption [13] - The U.S. Environmental Protection Agency announced plans to cut at least 23% of its workforce through early retirements and layoffs [14] - A former Pentagon advisor warned that the U.S. missile inventory is critically low, sufficient for only about eight days of military operations [15] Group 5 - The European Union is preparing a potential retaliation list against U.S. service industry companies, including tech giants, if a trade agreement is not reached by August 1 [16] - The Chinese Ministry of Commerce reported that the country's consumption market remains the second largest globally, with a significant increase in sales driven by trade-in programs [19] - The National Development and Reform Commission and other departments issued measures to encourage foreign investors to reinvest in China [20] Group 6 - The U.S. economic data showed the University of Michigan's consumer confidence index at 61.8, slightly above expectations, and new housing starts for June at an annualized rate of 1.321 million units [21] - A meeting was held by the Ministry of Industry and Information Technology to discuss the sustainable development of the new energy vehicle industry [22] - The Ministry of Industry and Information Technology announced that plans for stabilizing growth in key industries such as steel and petrochemicals will be released soon [23]

Group 1: Company Announcements - Dongwu Securities plans to raise no more than 6 billion yuan through a private placement of A-shares, with the funds primarily allocated for subsidiary capital increase, technology investment, and debt repayment [2] - Nanjing High-Tech reported a significant increase in contract sales, achieving 820 million yuan in equity contract sales, a year-on-year growth of 824.68% [4] - Changhong High-Tech intends to acquire 100% equity of Guangxi Changke New Materials, with stock trading resuming on July 21 [5] - Shunfeng Holdings recorded a revenue of 19.962 billion yuan in June for its express logistics business, reflecting a year-on-year growth of 14.24% [11] - Double Forest Co. plans to issue H-shares and list on the Hong Kong Stock Exchange [9] Group 2: Financial Performance - Nanjing High-Tech's real estate business achieved a contract sales area of 68,500 square meters, a year-on-year increase of 2437.04% [4] - YTO Express reported a revenue of 5.527 billion yuan in June, with a year-on-year growth of 11.35% [7] - Shunfeng Holdings' total revenue from express logistics, supply chain, and international business reached 26.254 billion yuan in June, up 13.43% year-on-year [11] Group 3: Other Significant Developments - The full subsidiary of Shangshi Development plans to sell part of its products from the Quanzhou project for 2.053 billion yuan, expecting a net profit of approximately 163 million yuan [3] - Yuyou Green Energy is set to invest up to 800 million yuan in a smart manufacturing base for new energy vehicle charging and discharging equipment [14] - Weifu High-Tech intends to convert its B-shares for listing on the Hong Kong Stock Exchange, without issuing new shares [12]

Core Viewpoint - Shenzhen Youyou Green Energy Co., Ltd. is convening its first extraordinary general meeting of shareholders in 2025 to discuss two key proposals regarding changes in fundraising project implementation methods and the use of excess funds for the construction of a smart manufacturing base for electric vehicle charging and discharging equipment [1][2]. Meeting Details - The extraordinary general meeting will be held on July 30, 2025, at 14:30, with network voting available on the same day [2][3]. - Shareholders can participate in the meeting either in person or through authorized representatives, and network voting will be facilitated through the Shenzhen Stock Exchange systems [3][4]. Proposals for Discussion - The meeting will address the following proposals: 1. Change in the implementation method and location of certain fundraising projects. 2. Use of excess funds for the preliminary construction of a smart manufacturing base for electric vehicle charging and discharging equipment [1][8]. - The company plans to adjust the investment estimates for the "Headquarters and R&D Center Construction Project" and the "Charging Module Production Base Construction Project" to reflect the new construction method and location [8]. Governance Changes - The company will no longer have a supervisory board; its functions will be transferred to the audit committee of the board of directors [6][7]. - The first supervisory board's term has ended, and the company will nominate three candidates for the second board of directors, which will include both non-independent and independent directors [6][7]. Financial Adjustments - The company intends to utilize excess funds for the preliminary construction of the smart manufacturing base, which includes land acquisition, design, budgeting, and initial construction costs [8].

Summary of Key Points Core Viewpoint - The company, Shenzhen Youyou Green Energy Co., Ltd., is changing the implementation method and location of part of its fundraising projects to enhance operational efficiency and better align with its strategic goals [1][4][8]. Group 1: Overview of Fundraising Projects - The company raised a total of RMB 940.8 million through its initial public offering, with a net amount of RMB 843.79 million after deducting issuance costs [1]. - The fundraising projects include the construction of a charging module production base and a headquarters and R&D center, with a total investment of RMB 70.75 million [2][3]. Group 2: Changes in Implementation Method and Location - The original plan for the headquarters and R&D center involved purchasing office space in Shenzhen Guangming District, while the charging module production base was to be established in a rented factory in Shenzhen Baoan District [4][5]. - The company now plans to purchase land in Shenzhen Guangming District to build both the headquarters and the production base, which is expected to optimize resource allocation and improve operational efficiency [5][6]. Group 3: Impact on the Company - The changes are expected to enhance the company's ability to respond to market demands and improve overall management capabilities, aligning with long-term development goals [6]. - The adjustments do not alter the investment objectives or the use of raised funds, ensuring compliance with relevant regulations [6][8]. Group 4: Approval Process - The board of directors and the supervisory board have approved the changes, and the matter will be submitted for shareholder approval [7][8].

Core Viewpoint - The company plans to invest in the construction of an intelligent manufacturing base for new energy vehicle charging and discharging equipment, with a total investment not exceeding RMB 800 million [1]. Group 1: Investment Projects - The company will invest in a new energy vehicle charging and discharging equipment intelligent manufacturing base project, covering an area of approximately 20,000 square meters and a building area of about 95,000 square meters, with an estimated additional investment of up to RMB 252.5244 million [1]. - The company has approved changes to the implementation methods and locations of some fundraising projects, including adjustments to the investment estimates for the "Headquarters and R&D Center Construction Project" and the "Charging Module Production Base Construction Project" [2]. - The company will use excess fundraising funds for the preliminary construction of the new energy vehicle charging and discharging equipment intelligent manufacturing base, covering expenses such as land use rights purchase and preliminary construction costs [3]. Group 2: Board Meeting and Voting - The board meeting was held with all five directors present, and all resolutions were passed unanimously with no votes against or abstentions [2][3]. - The proposals discussed in the board meeting will be submitted for approval at the shareholders' meeting [3][4].

Core Viewpoint - The company plans to invest in a smart manufacturing base for new energy vehicle charging and discharging equipment in Shenzhen, with a total investment not exceeding 800 million RMB [1] Group 1: Project Details - The project will include production, research and development, office space, and other supporting facilities [1] - The total land area for the project is approximately 20,000 square meters, with a planned building area of about 95,000 square meters [1] - The project is expected to be completed by December 31, 2029 [1] Group 2: Funding Sources - The funding for the project will come from the company's excess raised funds, self-owned funds, or self-raised funds [1]