Core Viewpoint - Zhongke Electric (300035) has announced the introduction of strategic investors, transferring a total of 34.2782 million shares (5% of total equity) to Kaibo (Chengdu) New Energy Equity Investment Fund Partnership (Limited Partnership) at a price of 23.34 CNY per share, which is approximately 7% lower than the latest share price of 25.08 CNY, totaling 800 million CNY [1] Group 1 - The share transfer will reduce the combined shareholding of the actual controllers, Yu Xin and Li Aiwu, to 12.93%, while Kaibo Chengdu Fund will hold 5% of the shares [1] - Kaibo Chengdu Fund's partners mainly consist of state-owned investment entities from Sichuan Province or Chengdu, which can provide strong advantages in capital, resources, and industrial layout for Zhongke Electric's lithium battery anode business [1] - The largest shareholder of Kaibo Chengdu Fund is Zhongxin Innovation, which holds a 29.9% stake and is an important customer of Zhongke Electric, potentially enhancing upstream and downstream cooperation [1] Group 2 - Zhongke Electric has signed a comprehensive strategic cooperation agreement with Chengdu Industrial Investment Group, focusing on the anode materials business to leverage each other's resources, funds, management, and talent [2] - The agreement aims to establish Zhongke Electric as a global leader in anode materials and to promote the industrialization of related projects in Sichuan Province, prioritizing the establishment of a national headquarters for the anode materials business in Chengdu [2] - Chengdu Industrial Investment Group has previously invested in leading companies in the lithium battery supply chain and has a history of collaboration with Zhongke Electric, having invested 500 million CNY in a private placement in 2022, indirectly holding 2.68% of the company's shares [2] Group 3 - As a leading manufacturer of lithium battery anodes, Zhongke Electric has a high capacity utilization rate and has experienced rapid growth in performance, achieving a revenue of 5.904 billion CNY in the first three quarters of the year, a year-on-year increase of 52.03%, and a net profit of 402 million CNY, a year-on-year increase of 118.85% [3]

Core Viewpoint - The company announced a significant share reduction by its controlling shareholders, which will not affect the control of the company [1] Group 1: Shareholder Actions - The controlling shareholders, Yu Xin, Li Aiwu, and their concerted parties, reduced their holdings by a total of 29,535,345 shares, representing 4.3090% of the company's total share capital [1] - Post-transaction, the shareholders hold a total of 88,606,034 shares, decreasing their ownership percentage from 17.2362% to 12.93% [1] - The shares transferred were unrestricted circulating shares, with no pledges, freezes, or other rights restrictions involved [1] Group 2: Transaction Details - The shares were sold to Kaibo (Chengdu) New Energy Equity Investment Fund Partnership (Limited Partnership) at a price of 23.34 yuan per share, totaling approximately 800 million yuan [1] - There are currently no clear plans for further increases or decreases in holdings by the shareholders within the next 12 months [1] - Any future changes in equity will be disclosed in accordance with regulations [1]

Core Viewpoint - Zhongke Electric (300035) has signed a comprehensive strategic cooperation agreement with Chengdu Industrial Investment Group to enhance collaboration in the anode materials business, aiming to become a global leader in this sector and promote high-quality development of new energy battery anode materials in Sichuan Province and Chengdu [1] Group 1: Strategic Cooperation - The agreement focuses on leveraging resources, capital, management, and talent from both parties to deepen cooperation [1] - The collaboration aims to establish a competitive anode materials production base in Sichuan Province and a national headquarters for Zhongke Electric's anode materials business in Chengdu [1] Group 2: Market Competitiveness - The partnership will facilitate cooperation with leading new energy battery manufacturers to enhance the company's market competitiveness [1]

Core Viewpoint - Zhongke Electric (SZ 300035) announced a share transfer agreement with Kaibo Chengdu Fund, involving the transfer of approximately 34.28 million shares, representing 5.001% of the company's total equity, at a price of 23.34 CNY per share, totaling around 800 million CNY [1] Company Summary - The share transfer will not result in a change of the company's controlling shareholder or actual controller [1] - As of the announcement, Zhongke Electric's market capitalization is 17.2 billion CNY [1] - For the first half of 2025, Zhongke Electric's revenue composition is as follows: non-metal mineral products account for 95.32%, while other businesses account for 4.68% [1]

Core Viewpoint - Zhongke Electric (300035.SZ) has signed a comprehensive strategic cooperation agreement with Chengdu Industrial Investment Group to enhance its position in the anode materials business and aims to become a global leader in this sector [1] Group 1: Strategic Cooperation - The agreement focuses on multi-faceted collaboration in the anode materials business [1] - Both parties will prioritize the establishment of key core material R&D centers in Chengdu or Sichuan Province, targeting lithium-ion, sodium-ion, and solid-state battery fields [1] Group 2: Industry Development - The collaboration aims to leverage each party's strengths to explore investment opportunities within the lithium battery industry [1] - The initiative is expected to accelerate the development of a lithium battery industry cluster in Chengdu, contributing to the advancement of an advanced energy system [1]

湖南中科电气股份有限公司 简式权益变动报告书 股权变动性质：协议转让导致股份减少 签署日期：2025 年 10 月 30 日 1 上市公司名称：湖南中科电气股份有限公司 股票上市地点：深圳证券交易所 股票简称：中科电气 股票代码：300035 信息披露义务人 1：余新 住所/通讯地址：湖南省岳阳市******** 信息披露义务人 2：李爱武 住所/通讯地址：湖南省岳阳市******** 信息披露义务人 3：余强 住所/通讯地址：湖南省岳阳市******** 信息披露义务人 4：李小浪 住所/通讯地址：湖南省岳阳市******** 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准，其履 行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在湖南中科电气股份有限公司中拥有 ...

证券代码：300035 证券简称：中科电气 公告编号：2025-058 湖南中科电气股份有限公司 关于与成都产业投资集团有限公司签署 全面深化战略合作协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 1、本次签订的《全面深化战略合作协议》属于双方合作意愿和基本原则的框架性、 意向性、初步的约定，尚存在不确定性。本协议所涉及的具体合作事项需另行签订相关 正式合作协议，敬请广大投资者注意投资风险。 2、本协议不会对公司本年度经营业绩产生重大影响，对公司未来年度经营业绩的 具体影响存在不确定性。 一、协议签署概况 湖南中科电气股份有限公司（以下简称"公司"、"中科电气"）近日与成都产业 投资集团有限公司（以下简称"成都产投"）签订了《全面深化战略合作协议》（以下 简称"本协议"）。双方同意围绕负极材料业务，全面深化合作关系，充分发挥在各自 领域的资源、资金、管理、人才等方面的优势，展开多方位的合作，共同将公司打造成 为负极材料全球领先企业，并推动新能源电池负极材料在四川省和成都市实现高质量发 展，实现双方协同共赢。 本协议的签署无需提交董事会或 ...

证券代码：300035 证券简称：中科电气 公告编号：2025-057 湖南中科电气股份有限公司 关于引入战略投资者暨公司股东协议转让部分股份 的权益变动提示性公告 3、本次协议转让事项不触及要约收购，不构成关联交易，不会导致公司的控股股 东、实际控制人变更，不会对公司治理结构及持续经营产生影响，同时也不存在损害公 司及其他投资者利益的情形。 4、本次股份转让尚需深圳证券交易所合规性确认和中国证券登记结算有限责任公 司深圳分公司办理过户手续，本次股份转让事项是否能够最终完成尚存在不确定性，敬 请广大投资者注意投资风险。 一、协议转让概述 （一）本次协议转让的基本情况 公司于近日收到控股股东暨实际控制人余新、李爱武夫妇及其一致行动人余强、李 小浪以及公司股东罗新华、黄越华、黄雄军的通知，获悉其与凯博成都基金于 2025 年 1 公司控股股东暨实际控制人余新、李爱武夫妇及其一致行动人余强、李小浪以及公司 股东罗新华、黄越华、黄雄军保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 1、湖南中科电气股 ...

湖南中科电气股份有限公司 住所/通讯地址：四川省成都市龙泉驿区大面街道成龙大道二段 888 号 49 栋 5 层 1 号 股权变动性质：协议转让导致股份增加 简式权益变动报告书 上市公司名称：湖南中科电气股份有限公司 股票上市地点：深圳证券交易所 股票简称：中科电气 股票代码：300035 信息披露义务人：凯博（成都）新能源股权投资基金合伙企业（有限合伙） 签署日期：2025 年 10 月 30 日 1 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准，其履 行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在湖南中科电气股份有限公司中拥有权益的 股份变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信息外，上述信息披露 义务人没有通过任何其他方式增加或减少 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue reaching 5.904 billion and net profit at 402 million, reflecting year-on-year growth of 52.03% and 118.85% respectively, outperforming the average growth rate in the anode materials industry [1] - The growth is attributed to the dual benefits of the booming electric vehicle fast-charging and energy storage markets, along with product structure upgrades and cost reduction through research and development [1] Revenue and Profit Performance - The company achieved a revenue of 5.904 billion, marking a year-on-year increase of 52.03% [1] - The net profit attributable to shareholders reached 402 million, showing a substantial year-on-year growth of 118.85% [1] Market Dynamics - The high demand in the electric vehicle and energy storage markets serves as a foundation for the company's performance [1] - The company's fast-charging anode materials are compatible with mainstream batteries from leading enterprises, resulting in a significant increase in shipment volume [1] - The energy storage market's upward trend has become a crucial driver for the company's revenue growth [1] Product Development and Innovation - The company has successfully integrated into the supply chains of leading energy storage enterprises, leading to a noticeable increase in related revenue [1] - Despite significant fluctuations in upstream raw material prices, the company has enhanced profitability through high-end product offerings and technological advancements [1] - The company's silicon-carbon anode pilot line has achieved an energy density of over 2000 mAh/g, with samples sent to leading battery manufacturers, expecting mass production in 2026 [1] - The hard carbon anode has already achieved mass production with key clients, positioning the company advantageously in the sodium-ion battery market [1] Global Expansion - The company is planning to establish a 200,000-ton integrated production base in Oman, aiming to further reduce costs by integrating overseas resources [2]