哈空调控股股东增持股份进展公告详情解读
要点概述
- 控股股东哈尔滨工业投资集团有限公司（“工投集团”）计划自2025年4月28日起12个月内，增持哈空调股份，增持比例不低于公司总股本的1%、不超过2%。
- 增持计划已延期6个月至2026年10月27日。
- 增持主体新增工投集团全资子公司哈尔滨电碳厂有限责任公司（“电碳厂”）。
- 截至2026年7月28日，电碳厂已增持公司2,958,400股，占总股本0.77%，累计金额约1,295.83万元（不含交易费用）。
- 工投集团本体尚未进行增持。
- 后续实际控制人及控股股东未发生变化。
- 公司提示增持计划存在因市场变化等因素未达预期的风险。
详细内容解读
1. 增持计划的基本情况
哈尔滨空调股份有限公司于2025年4月28日披露控股股东工投集团及其下属企业将在一年内通过上海证券交易所集中竞价交易方式增持公司股份，增持比例区间为1%-2%。本次增持资金来源为自有或自筹资金。
随后，增持计划实施期限经2026年第一次临时股东会审议通过，延期6个月至2026年10月27日，其他计划内容不变。近日，工投集团增加其全资子公司电碳厂作为增持主体，进一步丰富增持执行力量。
2. 增持进展及股东结构变化
截至公告披露日，增持计划已实施超过一半时间。电碳厂作为增持主体，已通过集中竞价方式累计买入哈空调2,958,400股，占公司总股本0.77%，累计金额为1,295.83万元（不含交易费用）。
值得注意的是，工投集团本体在本公告期内尚未进行股份增持，后续增持仍有可能由工投集团本体及/或电碳厂继续执行。
增持前，工投集团持有哈空调130,449,385股，占公司总股本34.03%；电碳厂此前未持有公司股份。此次增持后，控股股东及实际控制人未发生变化，亦不会导致公司股权分布不符合上市条件。
3. 对投资者的提示及潜在影响
- 增持行为显示控股股东及一致行动人对公司发展前景的信心，有望对公司股价形成一定支撑。
- 若持续增持至计划上限，可进一步优化公司股权结构，增强市场信心。
- 但公司亦特别提示，因资本市场变化或其他不可预见因素，增持计划存在未达预期的风险。
- 投资者应持续关注公司后续公告，理性判断相关信息对公司价值的影响。
4. 规章合规性及信息披露义务
本次增持行为符合《证券法》及上交所相关规定。未来，公司将持续履行信息披露义务，及时向市场通报增持进展。
结论
控股股东及其一致行动人通过增持哈空调股份，向市场释放了对公司长期发展的信心。增持计划的实施及后续动向，均有可能对公司股价产生一定影响。投资者需密切关注相关信息，注意投资风险。
免责声明
本文仅为公开信息解读，不构成任何投资建议。投资者应基于自身判断，理性决策，并注意市场风险。
English Version
Detailed Review of Harbin Air Conditioning (Harbin AC) Controlling Shareholder Shareholding Increase Progress
Key Points
- Harbin Industrial Investment Group (“HIIG”), the controlling shareholder, plans to increase its shareholding in Harbin AC by 1%-2% of the total share capital between April 28, 2025, and October 27, 2026 (after extension).
- The implementation period was extended by 6 months to October 27, 2026.
- HIIG’s wholly-owned subsidiary, Harbin Electric Carbon Factory (“ECF”), was added as an additional party to execute the share purchase.
- As of July 28, 2026, ECF had acquired 2,958,400 shares (0.77% of total equity) worth about RMB 12.96 million (excluding transaction fees).
- HIIG itself has not yet conducted any share purchase during this period.
- No changes to the controlling shareholder or actual controller of the company.
- The company cautions that there are risks the shareholding increase plan may not be completed as intended due to unforeseen market conditions.
Detailed Analysis
1. Background of the Shareholding Increase
On April 28, 2025, Harbin AC announced that HIIG and its controlled entities would increase their shareholding via centralized bidding on the Shanghai Stock Exchange, targeting an increase of between 1% and 2% of the total share capital. Funding would be from internal or self-raised funds.
The implementation period was subsequently extended by 6 months (pending shareholder approval) to October 27, 2026, with no other changes. Most recently, HIIG added its wholly-owned subsidiary ECF as an additional buyer, strengthening the implementation of the plan.
2. Progress and Changes in Shareholding Structure
As of the disclosure date, over half of the plan’s period has elapsed. ECF, as the designated buyer, has purchased 2,958,400 shares of Harbin AC via exchange trading, representing 0.77% of the company’s total shares, at a cumulative price of RMB 12.96 million (excl. fees).
Notably, HIIG itself has not yet acquired any shares under this plan, and future purchases may come from either HIIG or ECF.
Before the plan, HIIG held 130,449,385 shares (34.03% of total equity), and ECF held none. The increase does not alter the controlling shareholder structure or violate listing requirements.
3. For Investors: Potential Price-Sensitive Information
- The share purchase shows strong confidence from the controlling shareholder and related parties in the company’s prospects, potentially providing a positive signal to the market.
- If the upper limit of the plan is achieved, it could further optimize the equity structure and boost investor confidence.
- However, the company explicitly warns that the plan may not be fully realized due to market uncertainties.
- Investors should continue to monitor subsequent announcements and assess the impact on company value rationally.
4. Compliance & Disclosure
The plan complies with Chinese securities laws and Shanghai Stock Exchange rules. Harbin AC will continue to fulfill its disclosure obligations and provide timely updates on the execution of the shareholding increase.
Conclusion
The controlling shareholder’s and related parties’ continued purchase of shares demonstrates confidence in Harbin AC’s long-term growth. The execution and future progress of the shareholding increase have the potential to impact the share price. Investors should pay close attention to related information and remain aware of investment risks.
Disclaimer
This article is for informational purposes only and does not constitute investment advice. Investors should make decisions based on their own judgment and bear market risks accordingly.
