002529SZSE

Announcement on Signing Supplementary Agreement to Conditional Share Subscription Agreement with Subscriber and Connected Transaction

*ST Haiyuan Co., Ltd.··3 pages

✨ AI Summary

Jiangxi Haiyuan Composite Materials Technology Co., Ltd. signed a supplementary agreement to a conditional share subscription agreement with its subscriber, Chuzhou Zimuo Energy Technology Co., Ltd. This supplementary agreement adjusts the pricing benchmark date and issue price for the private placement. The total subscription amount remains unchanged at RMB 220 million.

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Securities Code: 002529 Securities Abbreviation: Haiyuan Composite Announcement No.: 2026-043

Jiangxi Haiyuan Composite Materials Technology Co., Ltd. Announcement on Signing Supplementary Agreement to Conditional Share Subscription Agreement with Subscriber and Connected Transaction

The Company and all members of the Board of Directors guarantee the truthfulness, accuracy, and completeness of the information disclosed, and have no false records, misleading statements, or major omissions.

I. Overview of Connected Transactions

Jiangxi Haiyuan Composite Materials Technology Co., Ltd. (hereinafter referred to as the "Company") held its Fifth Meeting of the Seventh Board of Directors and the Second Extraordinary Shareholders' Meeting on December 19, 2025, and January 12, 2026, respectively, and deliberated and approved the "Proposal on the Company Signing a Conditional Share Subscription Agreement with a Specific Target and Connected Transactions." On December 19, 2025, the Company signed the "Conditional Share Subscription Agreement between the Company and Chuzhou Zimuo Energy Technology Co., Ltd." (hereinafter referred to as "Chuzhou Zimuo") with Chuzhou Zimuo Energy Technology Co., Ltd.

On June 18, 2026, the Company held the Tenth Meeting of the Seventh Board of Directors and deliberated and approved the "Proposal on the Company Signing a Supplementary Agreement to the Conditional Share Subscription Agreement with the Subscriber and Connected Transactions." In view of the adjustment of the pricing benchmark date, issue price, and issue size for this targeted issuance, the Company signed the "Supplementary Agreement to the Conditional Share Subscription Agreement between the Company and Chuzhou Zimuo Energy Technology Co., Ltd." (hereinafter referred to as the "Supplementary Agreement") with Chuzhou Zimuo. Chuzhou Zimuo agreed to subscribe for all shares issued by the Company this time in accordance with the terms of the original agreement and its supplementary agreement.

According to the relevant provisions of the "Shenzhen Stock Exchange Stock Listing Rules," the subscriber for this issuance is an enterprise controlled by the actual controller of the Company, and the signing of this "Supplementary Agreement" constitutes a connected transaction. The signing of this "Supplementary Agreement" does not constitute a major asset restructuring or restructuring and listing as stipulated in the "Measures for the Administration of Major Asset Restructuring of Listed Companies."

II. Main Contents of the Supplementary Agreement

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