Group 1 - Baichuan Co., Ltd. announced that recent price increases of some main products are influenced by market supply and demand, but the sustainability of these price fluctuations is uncertain, making it difficult to predict the impact on company performance [2] - Jincheng Co., Ltd. plans to acquire an additional 42.5% stake in CMH Company, adjusting the payment terms to a fixed cash amount of $128 million, which will increase its ownership to 97.5% if the transaction is completed [3] - Runtou Co., Ltd. reported that the sustainability of price fluctuations in disperse dyes is uncertain, making it difficult to estimate the impact on company performance, despite recent price increases [4] Group 2 - Zhongtung High-tech announced a project to implement an additional 30 million PCB drill rods per year with an investment of 145 million yuan, aiming to expand market share and secure raw material needs [5] - ST Xinhua Jin indicated that if it fails to recover approximately 406 million yuan in occupied funds within six months, it may face stock suspension and potential delisting [6] - Lian De Co., Ltd. stated that its gas turbine business currently only generates limited revenue, accounting for less than 1% of total revenue, thus having a minimal impact on overall performance [7] Group 3 - Xinhang New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Changfei Optical Fiber noted that its products for data centers currently represent a small portion of global market demand, and the impact of price fluctuations on future performance will depend on market conditions [9] Group 4 - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, a 23.2% increase year-on-year, driven by increased wafer sales and improved capacity utilization [11] - CITIC Securities announced that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [12] - Xinzhou Bang reported a net profit of 1.098 billion yuan for 2025, a 16.56% increase year-on-year, attributed to improved sales and operational efficiency [13] Group 5 - Youyan Silicon reported a net profit decline of 10.14% for 2025, with total revenue of 1.005 billion yuan, primarily due to increased investment losses and higher share-based payment expenses [14] - Kangbiter completed its first share buyback, acquiring 51,000 shares for a total of 785,400 yuan [15] - Linyang Energy announced its first share buyback of 8.35 million shares, totaling 52.325 million yuan [16] Group 6 - Hanwei Technology's shareholder plans to reduce its stake by up to 1.8639% due to personal funding needs [19] - Jiuzhitang's major shareholder reduced its stake by 1.02%, following a pre-planned reduction strategy [20] Group 7 - China State Construction signed new contracts worth 399.5 billion yuan in January 2026, reflecting a 1.8% year-on-year increase [21] - Senyuan Electric is expected to win a bid for a project worth 272 million yuan from the Southern Power Grid [22] - Jinguang Electric announced a successful bid for a project worth approximately 28.87 million yuan from the Southern Power Grid [23]

汉维科技公告，股东东莞市汉希投资合伙企业(有限合伙)持有448万股占4.1752%，拟自本公告披露日起 30个交易日后3个月内，通过集中竞价或大宗交易减持不超200万股，占1.8639%，减持价格按市场价确 定，股份来源为北交所上市前取得，因自身资金需求；该主体3个月内集中竞价减持股份总数将超过公 司股份总数1%。 ...

Core Viewpoint - Hanwei Technology announced the approval of several key proposals during its fourth board meeting, indicating strategic financial management and future planning for the company [2]. Group 1: Financial Management - The company approved a proposal to use idle funds for purchasing financial products, which suggests a proactive approach to optimizing asset management [2]. - A proposal was also approved for the company and its subsidiaries to apply for a comprehensive credit limit from banks for the year 2026, indicating plans for potential expansion or investment [2]. Group 2: Corporate Governance - The company has scheduled the first extraordinary shareholders' meeting for 2026, reflecting its commitment to transparency and shareholder engagement [2].

Core Viewpoint - Hanwei Technology announced that it will hold its first extraordinary general meeting of shareholders on January 26, 2026 [1] Group 1 - The company is scheduled to convene the meeting to discuss important matters [1]

Macro Strategy - The LPR remained unchanged in September, with the 1-year and 5-year rates at 3.00% and 3.50% respectively, reflecting a stable monetary policy in China [3] - A-shares experienced a high-level fluctuation with the Shenzhen Component Index rising by 1.06% and the ChiNext Index increasing by 1.96% during the week of September 22-26, 2025, driven by positive market sentiment and expectations of favorable policies [4] Industry Overview - The semiconductor and wind power equipment sectors showed strong performance with weekly increases of 7.64% and 6.00% respectively, while the tourism and hotel sectors faced declines of -11.65% and -8.38% [6] - The communication equipment and components sectors have seen cumulative gains of 95.45% and 91.96% respectively since the beginning of 2025 [6] North Exchange Market - As of September 26, 2025, the North Exchange had 277 listed stocks, with an average total market value of 883.56 billion, a decrease of 4.14% from the previous week [9] - The liquidity in the North Exchange decreased, with average trading volume dropping by 20.67% to 9.10 billion shares [11] New Materials Industry - The rare earth magnetic materials sector declined by 1.54% this week, underperforming the benchmark [15] - Prices for rare earth minerals continued to adjust, with mixed carbonated rare earth ore prices falling by 2.63% to 3.57% [16] Medical Consumables Industry - Aibo Medical's extended depth of focus intraocular lens received approval, indicating growth potential in the high-end segment of the artificial lens market driven by an aging population [21] - The market for high-value consumables is expected to benefit from recent policy changes and the ongoing demand for diverse medical supplies [24]

东莞市汉维科技股份有限公司（以下简称"公司"）于 2025 年 9 月 26 日召 开第四届董事会第十二次会议，审议通过了《关于子公司开展套期保值业务的议 案》，同意公司子开展期货套期保值业务，该议案无需提交股东会审议。现将有 关情况公告如下： 一、开展期货套期保值业务的目的 公司子公司拟进行的期货套期保值业务是以满足正常生产经营需要、规避和 防范原材料价格波动风险为前提的。在原材料价格波动的背景下，通过期货市场 进行套期保值可以有效降低经营风险。在此背景之下，公司子公司计划依据采购 订单或者销售订单中原材料需求量的情况，适时开展棕榈油以及沪锌期货套期保 值业务，充分利用期货市场套期保值的风险对冲功能，降低原材料价格波动对企 业正常经营活动的影响。 二、套期保值的品种和数量 （一）交易品种：棕榈油、沪锌。 （二）建仓方向：商品期货套期保值交易。 （三）持仓金额：公司及子公司合计不超过人民币 1,500 万元，资金可以滚 动投资，即是指在投资期限内任一时点商品期货投资总额不超过人民币 1,500 万元。 （四）资金来源：公司子公司将利用自有资金进行套期保值业务。 证券代码：836957 证券简称：汉维科技 公告 ...

1.会议召开时间：2025 年 9 月 26 日 证券代码：836957 证券简称：汉维科技 公告编号：2025-123 2.会议召开地点：东莞市汉维科技股份有限公司会议室 东莞市汉维科技股份有限公司 第四届董事会第十二次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 （二）会议出席情况 会议应出席董事 7 人，出席和授权出席董事 7 人。 3.会议召开方式：现场及视频方式 二、议案审议情况 4.发出董事会会议通知的时间和方式：2025 年 9 月 18 日以书面或电子通讯 方式发出 5.会议主持人：周述辉先生 6.会议列席人员：公司高级管理人员 7.召开情况合法、合规、合章程性说明： 本次会议从会议召集、召开、议案审议程序等方面符合《公司法》等法律、 法规、规范性文件以及《公司章程》的规定。 本议案不涉及关联交易事项。 （一）审议通过《关于子公司开展套期保值业务的议案》 1.议案内容： 4.提交股东会表决情况： 为有效降低大宗商品市场风险及汇率 ...

Group 1 - Hanwei Technology (836957) experienced a significant increase of 11.82% in its stock price, with a trading volume turnover rate of 20.84% and a total transaction amount of 165 million yuan, alongside a price fluctuation of 31.10% throughout the day [1][2] - The stock was listed on the trading board due to its price fluctuation reaching 31.10%, with a total net selling amount of 14.84 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 48.28 million yuan, with a buying amount of 16.72 million yuan and a selling amount of 31.56 million yuan, resulting in a net selling of 14.84 million yuan [2] Group 2 - The largest buying brokerage was CITIC Securities Co., Ltd. Nanjing Wangfu Street Securities Office, with a buying amount of 5.49 million yuan, while the largest selling brokerage was Guosheng Securities Co., Ltd. Foshan Branch, with a selling amount of 6.73 million yuan [2] - Detailed trading information shows various brokerage activities, with notable buying and selling amounts from different firms, indicating active trading interest in Hanwei Technology [2]

Group 1 - Hanwei Technology (836957) experienced a significant trading event on September 19, 2025, with a price fluctuation of 31.10% and a trading volume of 8.8995 million shares, resulting in a transaction value of 165 million yuan [1][2]. - The top buying seat was from CITIC Securities Co., Ltd. Nanjing Wangfu Street Securities Business Department, which purchased shares worth approximately 5.4891 million yuan [1][2]. - The top selling seat was from Guosheng Securities Co., Ltd. Foshan Branch, which sold shares worth approximately 6.7262 million yuan [1][2]. Group 2 - Other notable buying activities included purchases from Guosen Securities Co., Ltd. Shenzhen Internet Branch (approximately 3.5111 million yuan) and Dongfang Caifu Securities Co., Ltd. Lhasa East Ring Road Second Securities Business Department (approximately 2.9277 million yuan) [2]. - The selling activities also included significant transactions from Guosen Securities Co., Ltd. Shenzhen Tai Ran Ninth Road Securities Business Department (approximately 4.9104 million yuan) and other firms, indicating a diverse trading environment [2].

Market Overview - On September 19, the chemical products sector rose by 0.51% compared to the previous trading day, with Xin Kai Yuan leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Performers - Xin Kai Yuan (300109) closed at 19.24, up 12.32% with a trading volume of 413,400 shares and a transaction value of 762 million [1] - Hanwei Technology (836957) closed at 17.98, up 11.82% with a trading volume of 89,000 shares [1] - Huarsoft Technology (002453) closed at 6.66, up 10.08% with a trading volume of 621,000 shares and a transaction value of 404 million [1] - Kaimete Gas (002549) closed at 20.76, up 10.02% with a trading volume of 1,374,100 shares and a transaction value of 2.752 billion [1] - Guangdong Hongda (002683) closed at 44.87, up 7.76% with a trading volume of 302,100 shares [1] Underperformers - Jihua Group (603980) closed at 5.78, down 7.07% with a trading volume of 896,300 shares and a transaction value of 530 million [2] - Fuxian Technology (688350) closed at 23.28, down 5.06% with a trading volume of 56,500 shares [2] - Lushan New Materials (603051) closed at 23.76, down 4.00% with a trading volume of 107,100 shares [2] Capital Flow - The chemical products sector saw a net inflow of 426 million from main funds, while retail funds experienced a net outflow of 108 million [2] - Main funds showed significant net inflows in Kaimete Gas (5.86 billion) and Huarsoft Technology (1.72 billion) [3] - Retail funds had notable outflows in Huarsoft Technology (1.03 billion) and Kaimete Gas (2.55 billion) [3]