正泰电源：股东及一致行动人计划减持3%股份，或影响股价表现

一、公告要点概述

江苏正泰电源科技股份有限公司（股票代码：002150）于2026年4月20日发布公告，披露其持股5%以上的股东珠海悦宁管理咨询合伙企业（有限合伙）（简称“珠海悦宁”）及其一致行动人珠海康东股权投资合伙企业（有限合伙）（简称“珠海康东”）拟在未来三个月内减持公司股份不超过3%，即不超过10,826,064股。这一减持计划对公司股价可能产生一定影响，值得投资者高度关注。

二、详细解读：股东减持的核心内容

• 减持主体及持股情况：
  • 珠海悦宁当前持有公司9,066,548股，占总股本2.51%。
  • 珠海康东当前持有公司12,412,821股，占总股本3.44%。
  • 两者合计持有21,479,369股，占公司总股本5.95%，且二者同为西藏昱驰企业管理有限公司控制，构成一致行动人。
• 减持规模与方式：
  • 合计拟减持不超过10,826,064股，占总股本3.00%。
  • 珠海悦宁与珠海康东各自减持不超过5,413,032股（总股本1.50%）。
  • 每家通过大宗交易减持不超过3,608,688股（1.00%），通过集中竞价减持不超过1,804,344股（0.5%）。
  • 减持股份来源为协议转让取得的公司股份。
• 减持时间窗口：
  • 减持期为公告披露日后15个交易日后的三个月内，即2026年5月15日至2026年8月14日。
  • 若遇送股、转增股本、配股等股本变动事项，减持数量将做相应调整。
  • 在中国证监会及深交所相关规则禁止减持的期间内，不得进行减持。
• 减持价格：
  • 减持价格将在符合法律法规及交易所规则前提下，根据市场价格及交易方式确定。
• 减持原因：
  • 股东本身资金需求为减持主要原因。
• 合规性与承诺：
  • 珠海悦宁及珠海康东不存在尚在履行的相关承诺，也不存在应当履行而未履行的承诺事项。
  • 本次减持不属于《深交所上市公司自律监管指引第18号》第五条至第九条规定的不得减持的情形。
  • 减持计划符合《证券法》《上市公司股东减持股份管理暂行办法》等法规。

三、对投资者的影响与风险提示

• 股东结构与控制权：
  • 珠海悦宁及珠海康东均非公司控股股东或实际控制人，本次减持不会导致公司控制权发生变更。
  • 对公司治理结构与持续经营无重大影响。
• 减持行为的不确定性：
  • 减持是否实施、实施时间及价格存在不确定性，可能受市场情况及公司股价波动影响。
• 信息披露：
  • 公司将持续披露减持计划的进展，提醒投资者关注减持带来的市场波动风险。

四、投资者需重点关注的事项（可能影响股价）

• 持股5%以上的大股东及一致行动人合计计划减持不超过3%股份，属较大规模减持，可能在一定时期内对公司股价形成压力。
• 两家股东资金需求为减持主因，不涉及公司基本面或经营问题，但市场普遍对大额减持反应敏感，需警惕短期波动。
• 若减持实施，或将对流通盘形成一定压力，建议投资者密切跟踪后续公告。

五、相关备查文件

珠海悦宁及珠海康东已向公司出具《关于股份减持计划告知函》，相关文件可供投资者查阅。

六、结论

总体来看，正泰电源本次大股东及一致行动人的减持计划规模较大，虽不影响公司控制权及治理结构，但由于减持数量占比较高，或将对公司股价产生一定短期压力，建议投资者持续关注公司公告，合理评估投资风险。

免责声明： 本文内容仅供信息参考，不构成任何投资建议。投资者据此操作，风险自负。公司公告或后续进展如有变动，以公司对外正式信息披露为准。

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English Version

Chint Power: Major Shareholders and Concerted Parties Plan to Sell up to 3% Shares—Details and Impact Analysis

1. Key Highlights of the Disclosure

Jiangsu Chint Power Technology Co., Ltd. (Stock Code: 002150) announced on April 20, 2026, that its shareholders holding more than 5%, Zhuhai Yuenin Management Consulting Partnership (Limited Partnership) (“Zhuhai Yuenin”) and its concerted party Zhuhai Kangdong Equity Investment Partnership (Limited Partnership) (“Zhuhai Kangdong”), plan to reduce their holdings by up to 3% of total share capital, or no more than 10,826,064 shares, over the next three months. This planned reduction may have a material impact on the company’s share price and warrants close investor attention.

2. In-depth Analysis: Details of the Share Reduction Plan

• Shareholder Details and Holdings:
  • Zhuhai Yuenin currently holds 9,066,548 shares (2.51% of total capital).
  • Zhuhai Kangdong currently holds 12,412,821 shares (3.44% of total capital).
  • Together they hold 21,479,369 shares (5.95% total), and are both controlled by Tibet Yuchi Enterprise Management Co., Ltd., thus acting as concerted parties.
• Planned Reduction Amount & Methods:
  • Total reduction not to exceed 10,826,064 shares (3.00% of current capital).
  • Each party to reduce up to 5,413,032 shares (1.50%).
  • For each, no more than 3,608,688 shares (1.00%) via block trades and 1,804,344 shares (0.5%) via centralized bidding.
  • Shares to be sold were acquired via block transfer agreements.
• Reduction Time Window:
  • Reduction window is from 15 trading days after the announcement date, i.e., May 15, 2026, to August 14, 2026.
  • If there are events like bonus issues, capital increases, or rights issues, the reduction amount will adjust accordingly.
  • Any periods prohibited by CSRC or Shenzhen Stock Exchange rules will be excluded.
• Reduction Price:
  • To be determined according to market price and legal requirements at the time of reduction.
• Reason for Reduction:
  • Main reason is the shareholders’ own funding needs.
• Compliance & Commitments:
  • No unfulfilled commitments by either shareholder.
  • The reduction does not fall under any restricted scenarios as per relevant Shenzhen Stock Exchange regulatory guidelines.
  • The plan complies with all relevant securities laws and exchange rules.

3. Impact & Risk Reminders for Investors

• Shareholder Structure & Control:
  • Neither is an actual controller or controlling shareholder; no impact on control rights or governance structure.
  • No material impact on company operations.
• Uncertainty in Execution:
  • There is uncertainty on whether, when, and at what price the reduction will occur, influenced by market conditions and share price.
• Disclosure Obligations:
  • The company will continue to update on reduction progress, and investors should pay attention to related risks.

4. Points of Particular Concern for Investors (Possible Price Sensitivity)

• Major shareholders and concerted parties (combined over 5% holding) are planning a sizable reduction (up to 3% of outstanding shares), which could exert downward pressure on the stock in the short term.
• The reduction is due to shareholder capital needs and not company fundamentals, but market sentiment can react negatively to such large planned sell-downs.
• If executed, the increase in free float may impact share price—investors are advised to monitor subsequent announcements closely.

5. Related Reference Documents

Zhuhai Yuenin and Zhuhai Kangdong have provided the company with an official notice of the share reduction plan. Investors may refer to these documents for further details.

6. Conclusion

In summary, the planned reduction by major shareholders and concerted parties is material in scale and, while not impacting company control or governance, may exert short-term pressure on the company’s share price. Investors should closely follow subsequent disclosures and evaluate market risks accordingly.

Disclaimer: The above article is for information purposes only and does not constitute investment advice. Investors act at their own risk. Any changes or official updates by the company shall prevail.

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