Core Viewpoint - Zhuhai Guanyu announced an increase in share capital due to the vesting of shares from the 2023 restricted stock incentive plan and a reduction in shareholding by shareholder Ningbo Huijin Cheng, which decreased from 7.95% to 7.00% [1] Group 1 - The shareholding change is a result of the shareholder's implementation of a reduction plan and passive dilution, not triggering a mandatory tender offer [1] - The change in shareholding does not lead to any alteration in the controlling shareholder or actual controller [1]

Group 1 - Zhuhai Guanyu's stock price has shown a downward trend over the past week, with a cumulative decline of 1.30% and a fluctuation of 4.28% [1] - On February 12, the trading volume significantly increased, with a single-day turnover rate of 1.39% [1] - As of February 13, the latest stock price was 18.93 yuan, reflecting a slight increase of 0.32% for the day, although there was a net outflow of main funds amounting to approximately 1.4 million yuan [1] Group 2 - The overall performance of the battery sector during the same period saw a decline of 0.25%, indicating a relatively weak market [1]

| 转债代码：118024 转债简称：冠宇转债 | | | --- | --- | | 证券代码：688772 证券简称：珠海冠宇 | 公告编号：2026-010 | 珠海冠宇电池股份有限公司 关于"冠宇转债"预计满足转股价格修正条件的提示 性公告 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。 经上海证券交易所自律监管决定书〔2022〕310 号文同意，公司 308,904.30 万元可转债于 2022 年 11 月 17 日起在上海证券交易所挂牌交易，债券简称"冠 宇转债"，债券代码"118024"。 根据有关规定和《珠海冠宇电池股份有限公司向不特定对象发行可转换公司 债券募集说明书》（以下简称"《募集说明书》"）的约定，公司该次发行的"冠宇 转债"自 2023 年 4 月 28 日起可转换为本公司股份，初始转股价格为人民币 23.68 元/股，当前转股价格为 22.89 元/股，历次转股价格调整情况如下： 因公司实施 2022 年年度权益分派，自 2023 年 6 月 5 日起公司可转债的转股 价格调整为人民币 23 ...

Group 1 - The company, Zhuhai Guanyu, stated that it will disclose shareholder information in its periodic reports [1]

Group 1 - The company Zhuhai Guanyu announced that as of January 31, 2026, it has repurchased a total of 3,634,391 shares through the Shanghai Stock Exchange trading system, accounting for 0.32% of the company's total share capital [1]

Core Viewpoint - Zhuhai Gree's announcement on the second vesting period of its 2023 restricted stock incentive plan indicates a strategic move to enhance employee motivation and retention through equity participation [1] Group 1 - The company has released a total of 116,853 shares for the stock incentive plan, which will be available for trading starting February 5, 2026 [1] - The shares are categorized as equity incentive shares, highlighting the company's commitment to aligning employee interests with shareholder value [1] - The subscription method for the shares is offline, indicating a controlled approach to the distribution of these equity incentives [1]

| 证券代码：688772 | 证券简称：珠海冠宇 | 公告编号：2026-007 | | --- | --- | --- | | 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 ...

| 证券代码：688772 | 证券简称：珠海冠宇 | 公告编号：2026-009 | | --- | --- | --- | | 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 关于本次限制性股票归属登记完成后不调整可转债 转股价格的公告 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。 根据《募集说明书》相关条款的规定，具体的转股价格调整公式如下： 派送股票股利或转增股本：P1=P0/（1+n） 增发新股或配股：P1=（P0+A×k）/（1+k） 重要内容提示： 因珠海冠宇电池股份有限公司（以下简称"公司"）2023 年限制性股票 激励计划预留授予部分第二个归属期归属的限制性股票数量为 11.6853 万股，占 公司总股本比例小，经计算，前述限制性股票激励计划归属登记完成后，"冠宇 转债"转股价格不变。 一、转股价格调整依据 公司已于2026年1月30日完成了2023年限制性股票激励计划预留授予部分第 二个归属期的归属登记手续，以8.39元/股的价格向激励对象归属共11.6853万股， ...

| 证券代码：688772 | 证券简称：珠海冠宇 | 公告编号：2026-008 | | --- | --- | --- | | 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 2023 年限制性股票激励计划预留授予部分第二个 归属期归属结果暨股份上市公告 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。 重要内容提示： 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，珠海冠宇电池股份有限公司（以下简称"公司"） 于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证 明》，公司已完成 2023 年限制性股票激励计划（以下简称"本（次）激励计划"） 预留授予部分第二个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 （一）2023 年 4 月 9 日，公司召开第一届董事会第三十次会议，会议审议通 过了《关于公司<2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in the company's 3C battery business, driven by government subsidy policies and strong partnerships with leading smartphone manufacturers like Apple, Xiaomi, and Huawei [1] - The company has successfully implemented a Cell+Pack (A+A) supply model for high-end smartwatch batteries for Samsung and has begun mass production of earphone batteries for Samsung [1] - The company has announced a 2 billion investment to expand its steel shell battery production line, expected to be completed by Q3 2026, which is anticipated to increase the shipment volume of steel shell batteries significantly by 2026 [1] Group 2 - The company has positioned its low-voltage lithium battery as a core business for differentiation and has started bulk supply to major domestic and international electric vehicle manufacturers, with expected shipments exceeding 700,000 units in H1 2025 [2] - The company has developed the first generation of sodium-ion start-stop battery products, providing stable and efficient power supply for vehicles in low-temperature scenarios [2] - The drone and electric motorcycle businesses are also experiencing growth, contributing to overall performance alongside collaborations with leading downstream companies [2] Group 3 - The company's Q3 2025 performance was strong, achieving revenue of 4.22 billion yuan, a year-on-year increase of 33.2%, and a net profit of 270 million yuan, up 62.5% year-on-year and 92.2% quarter-on-quarter [3] - For the first three quarters of 2025, the company reported revenue of 10.321 billion yuan, a 21.2% increase year-on-year, and a net profit of 387 million yuan, a 44.4% increase year-on-year [3] - The strong performance in Q3 was attributed to the peak season for 3C consumption and the successful shipment of steel shell batteries, with expectations for further profit growth as steel shell battery production increases [3] Group 4 - Revenue forecasts for the company are projected at 14.37 billion, 18.37 billion, and 22.73 billion yuan for 2025-2027, with EPS estimates of 0.55, 1.31, and 1.76 yuan respectively [4] - The current stock price corresponds to PE ratios of 37, 16, and 12 times for the respective years, with a "buy" investment rating recommended [4]