科泰电源股份有限公司：重要股东新疆荣旭泰完成大规模减持，持股比例降至5%以下
报告要点
- 新疆荣旭泰投资有限合伙企业（以下简称“新疆荣旭泰”）及其一致行动人蔡行荣先生已完成对科泰电源股份有限公司（证券代码：300153）的股份减持。
- 减持总量为320万股，占公司总股本1%。减持后，新疆荣旭泰及一致行动人持股比例由5.1313%降至4.1313%，不再是持股5%以上股东。
- 减持计划严格按照相关法律法规及深圳证券交易所的规定执行，无违规减持。
- 减持股份均来源于首次公开发行前已发行股份。
- 减持不会对公司治理结构及持续经营产生重大影响，也不会导致公司控制权变更。
详细内容
科泰电源股份有限公司于2026年3月24日预披露了新疆荣旭泰投资有限合伙企业将在2026年4月16日至2026年7月15日期间通过集中竞价方式减持不超过320万股股份（占总股本1%）。该减持计划于2026年4月29日进一步公告，新疆荣旭泰及其一致行动人蔡行荣先生持股比例降至5%以下，不再是持股5%以上股东。
实际减持发生在两个时间段：2026年4月27日至4月28日，减持股数42万股，均价28.50元/股；2026年5月12日至5月13日，减持股数278万股，均价32.28元/股。合计减持320万股，满足计划总量，占总股本1%。减持后，新疆荣旭泰及蔡行荣先生合计持有股份由1,642万股（占比5.1313%）降至1,322万股（占比4.1313%）。其中无限售条件股份降至1,316.13万股，有限售条件股份保持不变（5.87万股）。
本次减持严格遵守《公司法》《证券法》《深圳证券交易所创业板股票上市规则》及相关自律监管指引和减持管理办法，未出现违规减持情况。减持事项已按规定进行了预披露，实际实施情况与此前披露的减持意向、计划一致。截至公告日（2026年5月13日），减持计划已全部实施完毕。
公司强调，本次减持不会对公司治理结构及持续经营产生重大影响，也不会导致公司控制权发生变更。
对投资者的影响与关注点
- 持股比例变动：新疆荣旭泰及其一致行动人不再是持股5%以上股东，这可能影响市场对公司大股东支持和稳定性的看法。
- 减持价格与市场反应：减持均价分别为28.50元/股和32.28元/股，投资者可据此评估大股东对公司估值的态度。
- 减持规模：减持量大，市场可能会关注后续是否有更多大股东减持行为，以及对股价的短期压力。
- 公司治理和控制权：减持不会影响公司治理结构和控制权，但大股东变动仍是市场关注重点。
投资者需注意事项
- 减持计划已全部完成，不再有后续减持压力。
- 新疆荣旭泰及一致行动人持股降至5%以下，可能影响投资者对公司大股东支持的信心。
- 减持行为对公司经营和控制权无直接影响，但大股东持股变化对股价或投资者情绪可能产生影响。
免责声明
本报道仅供信息参考，不构成投资建议。投资者请根据自身情况，结合公司公告、市场动态及专业意见进行决策。科泰电源股份有限公司及相关大股东减持行为可能对股价产生影响，投资需谨慎。
English Version
Key Points
- Xinjiang Rongxutai Investment Partnership and its concerted actor, Mr. Cai Xingrong, have completed a major share reduction in Shanghai KOTAI Power (stock code: 300153).
- Total shares reduced: 3.2 million, accounting for 1% of total share capital. After the reduction, their combined holding fell from 5.1313% to 4.1313%, and they are no longer a 5%+ shareholder.
- The reduction plan was strictly in accordance with laws and Shenzhen Stock Exchange regulations. No illegal reduction occurred.
- The reduced shares originated from pre-IPO issued shares.
- The reduction will not materially affect the company’s governance structure, ongoing operations, or control change.
Detailed Information
On March 24, 2026, KOTAI Power announced that Xinjiang Rongxutai would reduce its holdings by up to 3.2 million shares (1% of total share capital) via block trading from April 16 to July 15, 2026. On April 29, 2026, it was further disclosed that Xinjiang Rongxutai and its concerted actor Cai Xingrong’s holding had dropped below 5%.
The actual reduction occurred in two periods: April 27-28, 2026 (420,000 shares at an average price of 28.50 RMB/share) and May 12-13, 2026 (2.78 million shares at an average price of 32.28 RMB/share), totaling 3.2 million shares, as planned. After the reduction, their combined holding decreased from 16.42 million shares (5.1313%) to 13.22 million shares (4.1313%). Unrestricted shares dropped to 13.16 million, restricted shares remained at 58,700.
The reduction strictly complied with the Company Law, Securities Law, GEM listing rules, self-regulation guidelines, and share reduction management requirements. No violation occurred. The reduction was pre-disclosed, and the implementation matched the previously announced plan. As of May 13, 2026, the plan was fully executed.
The company emphasized the reduction will not materially affect governance or ongoing operations, nor will it cause a change in company control.
Impact and Key Points for Investors
- Shareholding Change: Xinjiang Rongxutai and its concerted actor are no longer a 5%+ shareholder, potentially affecting market perceptions of major shareholder support and stability.
- Reduction Price & Market Reaction: Reduction prices (28.50 and 32.28 RMB/share) provide insights into major shareholders’ valuation views.
- Reduction Scale: The large reduction may draw market attention to whether further major reductions occur, as well as short-term price pressure.
- Governance & Control: No direct impact on governance or control, but major shareholder changes remain a market focus.
Investor Notices
- The reduction plan is completed; no further reduction pressure remains.
- Stake dropped below 5%, potentially affecting investor confidence in major shareholder support.
- The reduction does not directly impact operations or control, but changes in major shareholders can affect share price or investor sentiment.
Disclaimer
This report is for informational purposes only and does not constitute investment advice. Investors should consider their own circumstances, company announcements, market dynamics, and professional opinions before making decisions. KOTAI Power and related shareholder reductions may impact share price; please invest prudently.
