长江商报奔腾新闻记者 徐佳 推进一年，曙光股份（600303.SH）主动撤回了定增申请。 11月10日晚间，曙光股份公告称，公司终止向特定对象发行股票事项并撤回申请文件。 长江商报奔腾新闻记者注意到，2024年11月，曙光股份披露定增预案。公司拟向实控人之一梁梓非公开 发行股票不超过1.49亿股，募集资金总额不超过3.39亿元，扣除发行费用后的募集资金净额将全部用于 补充流动资金。 同样在11月10日晚间，曙光股份披露2025年10月产销数据。2025年10月，公司整车产量6台、销量108 台，同比减少83.33%、56.8%。其中，客车的产量和销量均为0台，上年同期分别为4台、3台；皮卡的 产量和销量分别由上年同期的20台、235台减少至2台、104台，降幅90%、55.74%；特种车的产量和销 量均为4台，上年同期均为12台。 2025年前十月，曙光股份整车销量合计为1693台，同比减少10.94%。其中，仅特种车的产量和销量均 达到148台，同比均增长4.96%。客车、皮卡的产量分别为41台、1504台，同比减少28.07%、11.69%， 销量分别为30台、1171台，同比减少50%、38.63%。 ...

Core Viewpoint - The leadership change at Liaoning Shuguang Automobile Group Co., Ltd. (Shuguang Co.) marks a significant shift in the company's governance, which may impact its operational and management dynamics moving forward [1][2]. Group 1: Leadership Change - On October 22, 2023, Shuguang Co. announced that Jia Muyun resigned as chairman due to personal reasons, with Quan Wei, the former vice president and actual controller, taking over the role [1]. - Both Jia and Quan left their positions before their original terms were set to expire on August 28, 2026, but will continue to serve as board members [1]. Group 2: Company Background and Performance - Shuguang Co. is a large automotive enterprise focusing on complete vehicles, axles, and components, operating under the brands "Huang Hai Automobile" and "Shuguang Axle" [2]. - The company has faced challenging operating conditions, with net profits in a loss state since 2021 and a continuous decline in net profits for 13 years since 2012 [2]. Group 3: Recent Developments and Financial Outlook - The change in control in the second half of 2023 has provided Shuguang Co. with a development opportunity, ending a control dispute and leading to a restructuring of the board [2]. - In 2024, Shuguang Co. is expected to see significant improvements in product structure and sales volume, with a projected increase in revenue and a reduction in net losses [3]. - For the first half of 2023, Shuguang Co. reported revenue of 866 million yuan, a year-on-year increase of 32.64% [3]. - The actual controller plans to support the company through a private placement, aiming to raise 339 million yuan to enhance liquidity and strengthen the capital structure [3].

Core Viewpoint - The company, Shuguang Co., has successfully turned around its operations after overcoming a crisis related to internal control issues and a control dispute, leading to significant improvements in production, sales, and financial performance [1][2][3]. Group 1: Company Overview - Shuguang Co. is a well-established automotive manufacturer with two main business segments: complete vehicles and automotive axles, featuring renowned brands "Huanghai Automobile" and "Shuguang Axle" [1]. - The company has a significant production base in Dandong, where it manufactures various vehicles, including pickups and buses, which have received positive feedback from international markets [1]. Group 2: Financial Performance - In 2024, Shuguang Co. reported a revenue of 1.475 billion yuan, marking an 8.20% year-on-year increase, the first positive growth since 2021 [2]. - The company achieved a 19.24% increase in complete vehicle production and a 66.40% increase in sales, while axle production and sales grew by 29.48% and 19.57%, respectively [2]. - The proportion of new energy axles in total axle products rose from approximately 30% in 2023 to nearly 50% in 2024 [2]. Group 3: Governance and Control - The company resolved previous control disputes through judicial auction, leading to a new controlling entity and a complete overhaul of the board and supervisory committee [2][3]. - Following the resolution of internal control deficiencies, Shuguang Co. applied for and received approval to remove risk warnings from its stock, effectively "removing the cap" that had been in place for nearly three years [3]. Group 4: Future Strategy - The company aims to focus on new energy vehicles and chassis systems as part of its strategic direction, emphasizing a dual-driven approach for the development of complete vehicles and components [3]. - To support its growth and address operational funding pressures, the controlling shareholder plans to invest 339 million yuan through a private placement to enhance liquidity and strengthen control [4].

Core Viewpoint - ST Shuguang has successfully completed the rectification of internal control deficiencies, eliminating uncertainties regarding its ability to continue operations, and will officially remove its "ST" designation after nearly three years [1][3]. Group 1: Company Background - ST Shuguang specializes in automotive axle components and complete vehicles, with notable brands including "Huang Hai Bus" and "Shuguang Axle" [3]. - The company faced internal control issues leading to negative audit opinions in 2021 and 2022, resulting in its stock being placed under risk warnings [3]. Group 2: Recent Developments - In August 2023, a change in the controlling shareholder ended a prolonged control dispute, providing an opportunity for operational recovery [6]. - The company reported significant improvements in production and sales for 2024, with complete vehicle production and sales increasing by 19.24% and 66.40% respectively, and axle production and sales rising by 29.48% and 19.57% [6]. Group 3: Financial Performance - For the fiscal year 2024, ST Shuguang achieved revenue of 1.475 billion yuan, an increase of 8.20% year-on-year, while the net loss attributable to shareholders was reduced to 341 million yuan [6]. - The company also reported substantial improvements in cash flow from operating activities and working capital [6]. Group 4: Audit and Regulatory Changes - The auditing firm issued standard unqualified opinions on both the internal control and financial statements for the fiscal year 2024 [6]. - On April 11, 2025, the board applied to the exchange to lift the risk warning, which was approved on April 17, 2025, allowing the stock to resume trading without risk warnings on April 21, 2025 [7].