（来源：说财话税） 2025年12月3日消息，上市公司云南云天化股份有限公司（600096云天化）全资子公司云南磷化集团有 限公司近期根据税务部门的要求，对涉税事项展开自查。 经自查，2022年—2025年10月应补缴资源税29,342.17万元，滞纳金9,264.55万元，总计38,606.72万元。 云天化的主营业务是化肥、磷矿采选、磷化工及新材料、商贸物流。公司的主要产品是尿素、磷酸一 铵、磷酸二铵、复合肥（掺混肥/功能肥）、磷矿石、聚甲醛、黄磷、饲料级磷酸氢钙、磷酸铁。 据公司2025年三季报信息，前三季度营业收入375亿元，归属于母公司所有者的净利润47亿元。上述补 缴税款及滞纳金占净利润的比重约为8%，而公司前三季度支付的各项税费金额合计达24亿元。 值得注意的是，这已是今年第76家上市公司补缴税款及滞纳金。76家上市公司累计补缴金额已超过35亿 元。 其中补缴金额超过1亿元的上市公司有7家，分别为： | 上市公司 | 涉及税种 | 补税金额 | | --- | --- | --- | | 600547山东黄金 | 企业所得税及滞纳金 | 738.340.359.85 | | 600096云天化 ...

Core Insights - The report indicates a slight recovery in the enthusiasm of real estate companies for launching new projects, with a projected new supply of 6.69 million square meters in 30 key cities for November, representing a 16% month-on-month increase [1] - In first-tier cities, Guangzhou showed a significant increase in supply, doubling month-on-month to 610,000 square meters, while the overall supply in four first-tier cities increased by 23% [1] - The transaction volume of new homes remained stable, with a total of 8.15 million square meters sold in November across 30 monitored cities, marking a 2% month-on-month increase [2] Supply and Demand - The average opening sales rate in 30 key cities increased by 3 percentage points to 35% in November, indicating a stable market heat [7] - The overall supply-demand ratio improved from 0.6 to 0.82, with 30 cities' inventory decreasing by 1% month-on-month [9] - The inventory level across 30 cities was 21,890 million square meters, reflecting a 5% year-on-year decline [9] Transaction Performance - The total transaction area for second-hand housing in November reached 17.04 million square meters, a 14% month-on-month increase, with notable growth in first-tier and second-tier cities [11] - In first-tier cities, the transaction volume reached 4.02 million square meters, a 10% month-on-month increase, while second-tier cities saw a 13% increase [11] Land Market - The land transaction area and amount increased by 39% and 57% month-on-month, respectively, with an average premium rate showing signs of recovery [13] - The total land supply for November was 29 million square meters, a 250% increase month-on-month, indicating a ramp-up in land supply as the year-end approaches [13] Company Performance - In November, 38 real estate companies reported month-on-month sales growth, with 15 companies achieving growth rates exceeding 30% [19] - Among the top 10 real estate companies, several, including China Overseas Land & Investment and China Resources Land, saw an increase in their total sales figures [19]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | | --- | | 2025年11月30日 | | 狀態: 新提交 | 致：香港交易及結算所有限公司 公司名稱: 友成控股有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00096 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,500,000,000 | HKD | | 0.01 | HKD | | 15,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 1,500,000,000 | HKD | | 0.01 | HKD | | ...

YUSEI(00096)发布公告，罗嘉伟先生(罗先生)已递交辞呈，辞去本公司独立非执行董事职位、审核委员 会主席、薪酬委员会及提名委员会成员职务，自2025年11月15日起生效。辞职塬因是罗先生决定将更多 时间投入其他商业事务。 ...

Core Points - YUSEI (00096) announced that Mr. Lo Ka Wai has submitted his resignation as an independent non-executive director, effective from November 15, 2025 [1] - Mr. Lo's resignation is due to his decision to allocate more time to other business affairs [1] Summary by Category - **Company Leadership Changes** - Mr. Lo Ka Wai resigns from his position as independent non-executive director and chairman of the audit committee [1] - He will also step down from the remuneration committee and nomination committee [1] - **Reason for Resignation** - The resignation is attributed to Mr. Lo's intention to focus on other business commitments [1]

Group 1 - YUSEI (00096.HK) announced that Luo Jiawei has submitted his resignation as an independent non-executive director, effective from November 15, 2025 [1] - Luo Jiawei also stepped down from his positions as chairman of the audit committee, and as a member of the remuneration committee and nomination committee [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不就因本公佈全部或任何部分內容而 產生或因倚賴該等內容而引致之任何損失承擔任何責任。 YUSEI HOLDINGS LIMITED 友成控股有限公司* （於開曼群島註冊成立之有限公司） （股份代號：96） 獨立非執行董事辭職 及未能遵守上市規則 友成控股有限公司（「本公司」）董事會（「董事會」）特此宣布，羅嘉偉先生（「羅先 生」）已遞交辭呈，辭去本公司獨立非執行董事職位、審核委員會主席、薪酬委員會及提 名委員會成員職務，自二零二五年十一月十五日起生效。辭職原因是羅先生決定將更多時 間投入其他商業事務。 羅先生已確認其與董事會並無異議，且其辭職並無其他事項需要提請本公司股東及香港聯 合交易所有限公司（「聯交所」）注意。 羅先生辭職後，董事會僅由兩名獨立非執行董事組成。因此，本公司無法滿足以下規定： (i) 聯合交易所證券上市規則（「上市規則」）第3.10(1)條規定，董事會須至少有三名獨 立非執行董事；及(ii) 上市規則第3.21條規定，本公司的審計委員會須至少有三名成員， 其中又至少要有 ...

致：香港交易及結算所有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 公司名稱: 友成控股有限公司 呈交日期: 2025年11月3日 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00096 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 636,549,600 | | 0 | | 636,549,600 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 636,549,600 | | 0 | | 636,549,600 | 第 2 頁 共 10 頁 v 1.1.1 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股 ...

Market Overview - A-shares opened higher but experienced fluctuations, with the Shanghai Composite Index and North China 50 slightly in the green, while the Shenzhen Component, ChiNext, and Sci-Tech 50 indices turned negative [1] - The number of declining stocks outnumbered advancing stocks, with trading volume remaining stable [1] Sector Performance - The photovoltaic, non-ferrous metals, cultivated diamonds, and coal sectors showed significant gains, while communication equipment, semiconductors, consumer electronics, and industrial software sectors faced declines [1] Photovoltaic Sector - The photovoltaic concept stocks surged, with the photovoltaic equipment sector leading the gains, rising nearly 7% at one point, and midday trading volume exceeding the previous day's total [3] - Longi Green Energy hit the daily limit and reached a new high for the year, closing with an 8.11% increase [3] - Other notable performers included Ainuoju and Yijing Photovoltaic, both achieving strong gains of over 10% [3] Non-Ferrous Metals Sector - The non-ferrous metals sector continued to strengthen, with the sector index reaching a historical high [6] - Antai Technology and Chuangjiang New Materials both hit the daily limit, with Antai's stock price reaching a 10-year high [6] - Positive factors such as product price increases and rising downstream demand have led to several companies in the sector issuing profit forecasts, with five out of six companies expecting net profit growth of over 100% year-on-year for the first three quarters of 2025 [9] Profit Forecasts - Chuangjiang New Materials projected a net profit of 350 million to 380 million yuan for the first three quarters of 2025, representing a year-on-year increase of 2057.62% to 2242.56% [10] - Other companies like Northern Rare Earth and Yuyuan New Materials also forecasted significant profit growth, with increases of 272.54% to 287.34% and 101% to 127% respectively [10] - The non-ferrous metals industry is expected to maintain high growth in the first half of 2025, supported by favorable policies and market conditions [10] Policy and Market Dynamics - The photovoltaic industry is a key focus for "anti-involution" governance, with multiple policies introduced to improve pricing mechanisms and combat illegal practices [5] - The average price increase for the four main materials in the photovoltaic supply chain reached nearly 35% in Q3, marking the best quarterly performance in three years [5] - Analysts suggest that the photovoltaic sector is at a turning point, with improving fundamentals and potential for recovery [5]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年9月30日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | 公司名稱: | 友成控股有限公司 | | | | | | 呈交日期: | 2025年10月2日 | | | | | | I. 法定/註冊股本變動 | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | 證券代號 (如上市) | 00096 | 說明 | 普通股 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | 上月底結存 | | | 1,500,000,000 | HKD | | 0.01 | HKD | 15,000,000 | | 增加 / 減少 (-) | | | | | ...