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Reply Report of Yinchuan Weili Transmission Technology Co., Ltd. and Guotai Haitong Securities Co., Ltd. to the Audit Inquiry Letter Regarding the Application for Issuance of Shares to Specific Targets

Weili Transmission Co., Ltd.··113 pages

✨ AI Summary

This report provides the formal response from Yinchuan Weili Transmission Technology and its sponsor, Guotai Haitong Securities, to the Shenzhen Stock Exchange's audit inquiry letter. The inquiry concerns the company's proposed private placement of shares to raise up to 600 million RMB for a wind power speed increaser smart factory project and working capital. The document addresses project necessity, technical synergy, profitability projections, and potential risks associated with the investment.

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Full Translation

AI Translation· gemini_document

[Chart: Weili Logo]

Yinchuan Weili Transmission Technology Co., Ltd.

and

Guotai Haitong Securities Co., Ltd.

Regarding

Reply Report to the Audit Inquiry Letter on the Application of Yinchuan Weili Transmission Technology Co., Ltd. for Issuance of Shares to Specific Targets

Sponsor (Lead Underwriter)

(No. 618, Shangcheng Road, China (Shanghai) Pilot Free Trade Zone)

August 2026

Shenzhen Stock Exchange:

In accordance with the requirements of the "Audit Inquiry Letter on the Application of Yinchuan Weili Transmission Technology Co., Ltd. for Issuance of Shares to Specific Targets" (Audit Letter [2026] No. 020061) (hereinafter referred to as the "Inquiry Letter") issued by your exchange on July 17, 2026, Yinchuan Weili Transmission Technology Co., Ltd. (hereinafter referred to as "Weili Transmission," "the Issuer," or "the Company"), together with Guotai Haitong Securities Co., Ltd. (hereinafter referred to as the "Sponsor" or "Guotai Haitong"), Beijing Zhonglun Law Firm (hereinafter referred to as "the Lawyer" or "Zhonglun Lawyer"), and Tianjian Certified Public Accountants (Special General Partnership) (hereinafter referred to as "the Accountant" or "Tianjian Accountant"), have carefully verified and implemented the items raised in the Inquiry Letter. The response is as follows, please review.

Unless otherwise specified, the abbreviations or definitions in this reply report have the same meanings as in the prospectus.

The fonts in this reply report have the following meanings:

ItemFont
Questions listed in the audit inquiry letterBold
Responses to questions listed in the audit inquiry letterSongti
Content involving amendments or supplements to the prospectus in the responseBold Italics

Some totals in this reply report may differ from the sum of their components due to rounding.

Table of Contents

  1. Directory

  2. Question 1

  3. Question 2

  4. Other Issues

Question 1

According to the application materials, the total amount of funds to be raised in this issuance shall not exceed 600 million RMB (inclusive), which will be used to invest in the Wind Power Speed Increaser Smart Factory (Phase I) project and to supplement working capital. After the Wind Power Speed Increaser Smart Factory (Phase I) project reaches full production, it is expected to add an annual production capacity of 2,000 wind power speed increasers, with an expected sales gross margin of 23.54% after reaching production, which is higher than the gross margin of existing similar businesses. The net proceeds from the issuer's initial public offering were 555 million RMB, used for three projects: the Precision Wind Power Reducer Production Construction Project, the R&D Center Construction Project, and the Working Capital Supplementation Project. Among them, the cumulative revenue realized by the Precision Wind Power Reducer Production Construction Project is lower than promised, mainly due to the impact of project production progress, changes in the market environment, and delayed customer scheduling.

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