Core Viewpoint - Zhuhai Guanyu (688772.SH) has announced a share buyback program, indicating a strategic move to enhance shareholder value and confidence in the company's future prospects [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 3.6344 million shares, which represents 0.32% of its total share capital [1] - The highest price paid for the repurchased shares was 12.89 CNY per share, while the lowest price was 11.92 CNY per share [1] - The total amount spent on the buyback was 44.8852 million CNY, excluding transaction fees [1]

| | 证券简称：珠海冠宇 公告编号：2025-095 转债简称：冠宇转债 | | --- | --- | | 证券代码：688772 转债代码：118024 | | 珠海冠宇电池股份有限公司 关于第二期以集中竞价交易方式回购公司股份的进展 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/4/15 | | --- | --- | | 回购方案实施期限 | 年 月 日~2026 年 月 日 2025 4 13 4 12 | | 预计回购金额 | 10,000万元~20,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | √用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 363.4391万股 | | 累计已回购股数占总股本比例 | 0.32% | | 累计已回购金额 | 4,488.5154万元 | | 实际回购价格区间 | 11.92元/股~12.89元/股 | 一、回购股份的基本情况 20 ...

Core Viewpoint - Zhuhai Guanyu (688772.SH) announced a share buyback program, indicating a strategic move to enhance shareholder value and confidence in the company's future prospects [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 3.6344 million shares, which represents 0.32% of its total share capital [1] - The highest price paid for the repurchased shares was 12.89 CNY per share, while the lowest price was 11.92 CNY per share [1] - The total amount spent on the buyback was 44.8852 million CNY, excluding transaction fees [1]

Core Insights - The company reported a robust growth in revenue and profit for the first three quarters of 2025, with a revenue of 10.32 billion yuan, a year-on-year increase of 21%, and a net profit attributable to shareholders of 390 million yuan, a year-on-year increase of 44% [1] - The penetration rate of steel-shell batteries in mobile phones continues to rise, with core customer share expected to contribute to stable profit growth [1] Financial Performance - In Q3 2025, the company achieved a revenue of 4.22 billion yuan, a year-on-year increase of 33% and a quarter-on-quarter increase of 17% [1] - The net profit attributable to shareholders for Q3 2025 was 270 million yuan, a year-on-year increase of 62% and a quarter-on-quarter increase of 92% [1] - The non-recurring net profit for Q3 2025 was 220 million yuan, a year-on-year increase of 44% and a quarter-on-quarter increase of 135% [1] Product Development - The steel-shell battery, which offers higher safety and longer lifespan compared to traditional soft-pack batteries, is being adopted by major clients like Apple, with applications in the iPhone 16 Pro and iPhone 17 series [1] - The company has achieved mass production and shipment of consumer-grade steel-shell batteries, with plans to expand production lines for significant performance contributions [1] Strategic Focus - The company is focusing on the automotive low-voltage lithium battery and drone battery sectors, adjusting the construction pace of power and energy storage battery projects to control capacity release [2] - Collaborations with leading drone clients and logistics companies are being pursued to capitalize on opportunities in the low-altitude economy [2] Earnings Forecast - The company is expected to benefit from the technological upgrades and market share increases of core clients, with revenue projections of 13.5 billion yuan, 17 billion yuan, and 19.8 billion yuan for 2025, 2026, and 2027 respectively [2] - Net profit projections for the same years are 610 million yuan, 1.43 billion yuan, and 2.04 billion yuan [2]

Group 1 - Zhuhai Guanyu (688772.SH) reported its Q3 2025 results, with 72 institutional investors holding a total of 590 million shares, representing 52.11% of the company's total equity [1] - The top ten institutional investors collectively hold 46.92% of the shares, with a 0.39 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, eight funds increased their holdings, accounting for a 0.21% increase, while six funds decreased their holdings, representing a 0.48% decrease [2] - A total of 45 new public funds were disclosed this period, while 308 funds were not disclosed compared to the previous quarter [2] - One social security fund was not disclosed this period, specifically the National Social Security Fund 406 portfolio [2]

Core Viewpoint - Zhuhai Gree announced on October 30 that it has made provisions for asset impairment losses to accurately reflect its financial status and operating results for the first three quarters of 2025, totaling 134.9354 million yuan [1] Financial Performance - The company recognized a total of 134.9354 million yuan in asset impairment and credit impairment losses for the first three quarters of 2025 [1]

Core Insights - The company reported a revenue of 4,223,558,713.91 yuan for Q3 2025, representing a year-on-year growth of 33.22% [2] - The net profit attributable to shareholders for the same period was 270,049,048.09 yuan, showing a year-on-year increase of 62.49% [2] Financial Performance - Revenue for Q3 2025: 4.22 billion yuan, up 33.22% year-on-year [2] - Net profit for Q3 2025: 270 million yuan, up 62.49% year-on-year [2]

| 证券代码：688772 | 证券简称：珠海冠宇 公告编号：2025-090 | | --- | --- | | 转债代码：118024 | 转债简称：冠宇转债 | 珠海冠宇电池股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 21 日（星期五）14:00-15:00 会议召开地点：上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 14 日（星期五）至 11 月 20 日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 investor@cosmx.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 珠海冠宇电池股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日披 露公司《2025 年第三季度报告》，为便于广大投资者更全面深入地了解公司 ...

| 证券代码：688772 | 证券简称：珠海冠宇 | 公告编号：2025-092 | | --- | --- | --- | | 债券代码：118024 | 债券简称：冠宇转债 | | 珠海冠宇电池股份有限公司 关于 2025 年前三季度计提资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、2025 年前三季度计提资产减值准备情况 根据《企业会计准则》及珠海冠宇电池股份有限公司（以下简称"公司"） 会计政策、会计估计的相关规定，为了真实、准确地反映公司 2025 年前三季度 的财务状况和经营成果，基于谨慎性原则，公司对截至 2025 年 9 月 30 日合并报 表范围内可能发生信用及资产减值损失的有关资产计提资产减值准备。 2025 年前三季度，公司确认资产减值损失和信用减值损失共计 13,493.54 万 元，具体如下： 单位：万元 | | 项 目 | 本期金额 | | --- | --- | --- | | 信用减值损失 | 应收账款坏账损失 | 160.50 | | | 其他应收款坏账损失 | ...

| 证券代码：688772 | 证券简称：珠海冠宇 | 公告编号：2025-094 | | --- | --- | --- | | 转债代码：118024 | 转债简称：冠宇转债 | | 珠海冠宇电池股份有限公司 关于召开2025年第二次临时股东大会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2025年第二次临时股东大会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 11 月 25 日 14 点 30 分 召开地点：珠海市斗门区井岸镇顺宇路 1 号行政楼 301 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 11 月 25 日 至2025 年 11 月 25 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时 ...