Core Viewpoint - Taijia Co., Ltd. (002843.SZ) emphasizes the importance of bimetal band saw blades and carbide band saw blades as essential and efficient cutting tools in the metal cutting processing industry, often referred to as the "craftsman's hand" [1] Group 1: Product and Market Characteristics - Bimetal band saw blades and carbide band saw blades are consumables in the metal cutting processing sector, widely used across various industries and fields [1] - The end users of these products are numerous, with high purchase frequency from individual customers, although the single purchase volume is relatively small [1] Group 2: Sales Strategy - The company's sales model for its sawing business primarily relies on distributor channels, supplemented by direct sales and online sales [1] - Baosteel Co., Ltd. is currently not a direct customer of the company [1]

证券代码：002843 证券简称：泰嘉股份 公告编号：2025-064 湖南泰嘉新材料科技股份有限公司 关于签署募集资金三方监管协议及注销募集资金专项账户 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、募集资金基本情况概述 根据中国证券监督管理委员会出具的《 关于同意湖南泰嘉新材料科技股份有 限公司向特定对象发行股票注册的批复》（证监许可[2023]1900 号），湖南泰 嘉新材料科技股份有限公司《 （以下简称《 公司"）向特定对象发行股票 37,557,516 股，每股面值为人民币 1.00 元，每股发行价格为人民币 16.19 元，募集资金总 额为人民币 60,805.62 万元，扣除发行费用后，实际募集资金净额为人民币 项账户，并经天职国际会计师事务所《 （特殊普通合伙）验证，并出具了《 天职业 字[2023]46930 号和天职业字[2023]47094 号" 验资报告》。 截至 2025 年 6 月 30 日，公司募集资金使用情况如下： 单位：万元 截至 2025 年 6 月 30 项目计划总投 拟投入募集 实际募集资 募投项目名称 日 ...

Fundraising Overview - The company raised a total of RMB 21,280.00 million from its initial public offering in January 2017, with a net amount of RMB 17,620.00 million after deducting issuance costs [1] - In September 2023, the company issued 37,557,516 shares at RMB 16.19 per share, raising RMB 60,805.62 million, with a net amount of RMB 58,555.16 million after costs [2] Fund Utilization - As of June 30, 2025, the total amount utilized from the initial public offering funds was RMB 17,620.00 million, with a balance of RMB 0 in the special account [2][3] - The funds raised from the specific issuance have been utilized for various projects, totaling RMB 585,551,637.96, with a difference of RMB 7,748,195.48 attributed to cash management income and fees [3] Fund Management - The company has established a fundraising management system in compliance with relevant laws and regulations, ensuring that funds are used only for disclosed projects [4] - All fundraising accounts related to the initial public offering have been closed as of June 30, 2025, and the company has signed tripartite agreements with its sponsor and banks for fund supervision [5][6] Project Adjustments - The company has decided to postpone the construction of the "High-Speed Steel Bimetal Band Saw Blade Production Line" and "Hard Alloy Band Saw Blade Production Line" projects, with the expected completion date extended to September 20, 2026 [9] - The "Research and Development Center Construction Project" has been terminated due to significant changes in feasibility, with unutilized funds remaining in the special account [9] Cash Management - The company has approved the use of temporarily idle fundraising for cash management, investing in low-risk, liquid financial products with a maturity of no more than 12 months [9]

Core Viewpoint - The company, Hunan Taijia New Materials Technology Co., Ltd., is undergoing a merger with its wholly-owned subsidiary, Hunan Taijia Intelligent Technology Co., Ltd., which will lead to the latter's legal entity being dissolved and the transfer of all assets, liabilities, and rights to the parent company [1][8][10]. Group 1: Basic Information of the Companies - Hunan Taijia New Materials Technology Co., Ltd. was established on October 23, 2003, with total assets of 248,070.09 million yuan, total liabilities of 108,426.97 million yuan, net assets of 139,643.12 million yuan, operating income of 35,513.72 million yuan, and net profit of 1,493.96 million yuan [1]. - Hunan Taijia Intelligent Technology Co., Ltd. was established on April 9, 2021, with total assets of 26,416.48 million yuan, total liabilities of 19,288.41 million yuan, net assets of 7,128.08 million yuan, operating income of 2,750.89 million yuan, and net profit of 980.29 million yuan [2][3]. Group 2: Merger Details - The merger will involve the transfer of all assets, debts, personnel, and other rights and obligations from Hunan Taijia Intelligent to Hunan Taijia New Materials, which will maintain its name, business scope, registered capital, and management structure [4][8]. - The merger is expected to reduce management costs, effectively integrate resources, optimize the management structure, and enhance overall operational efficiency [8][10]. Group 3: Fundraising and Project Changes - The company has received approval to issue 37,557,516 shares at a price of 16.19 yuan per share, raising a total of 60,805.62 million yuan, with a net amount of 58,555.16 million yuan after deducting issuance costs [4][5]. - The implementation subject of the "hard alloy band saw blade production line construction project" will change from Hunan Taijia Intelligent to Hunan Taijia New Materials, with the investment amount remaining at 9,844.21 million yuan [6][7]. Group 4: Impact and Approval Process - The merger and change of project implementation subject will not adversely affect the company's financial status or overall business development, aligning with the interests of the company and its shareholders [8][10]. - The board of directors, supervisory board, and independent directors have all approved the merger and project changes, confirming compliance with relevant laws and regulations [10][11].

Core Viewpoint - The company aims to improve its customer structure and product categories in the consumer electronics sector, focusing on the development of key products to enhance profitability in its power supply business [1]. Group 1: Business Performance - In the saw cutting sector, the company maintained stable revenue of 669 million, with a gross margin of 43.41%, indicating good profitability [2]. - The subsidiary, Meite Sen, achieved revenue of 103 million, reflecting a year-on-year growth of 11.45% [2]. - The company has strengthened its integrated cooperation model with manufacturers, fostering a positive industrial ecosystem [2]. Group 2: Product Development - The company successfully developed a toothless product, TCB-EMP, and achieved revenue of 413 million from mid-to-high-end saw cutting products, with hard alloy band saws and wide band saws growing by 2.42% and 2.12% respectively [3]. - The company has established sales partnerships with over 50 countries and regions, leveraging product quality and production capacity to expand its international market presence [3]. Group 3: Power Supply Business - The power supply business experienced a revenue decline due to increased competition and capacity ramp-up, but the AI terminal trend is expected to drive demand [4]. - The company reported a revenue of 176 million from its high-power power supply business, marking a year-on-year growth of 30% [4]. - The company has made significant shipments in smart photovoltaic and energy storage products, positioning itself to capitalize on opportunities in data center power and charging station sectors [4]. Group 4: Future Growth Potential - The company has obtained IATF16949 automotive certification, indicating that automotive power supplies could become a new growth point [5]. - The company is expanding its workforce in the high-power power supply sector and accelerating the development of key products such as 40KW air-cooled charging modules and 4000W power modules [5].