Market Overview - A-shares opened lower and experienced fluctuations, with the Shanghai Composite Index fiercely contesting around the 4000-point mark, while the ChiNext Index fluctuated around 3200 points and the Sci-Tech 50 Index held steady at 1400 points. The number of declining stocks outnumbered advancing ones, and trading volume showed a shrinking trend [1] Organic Silicon Demand Growth - The organic silicon sector has seen continuous strength, with the sector index rising over 4% today, reaching a three-year high, and half-day trading volume exceeding the previous day's total. Companies like Dongyue Silicon Material and Jiangsu Guotai saw significant stock price increases [1] - From 2019 to 2024, China's apparent consumption of organic silicon is projected to increase from 1.062 million tons to 1.816 million tons, with a compound annual growth rate (CAGR) of 11.3%. The demand is expected to grow due to increased penetration in electronics, new energy vehicles, and photovoltaic cells [3] - By 2025, the consumption of organic silicon in the electronics sector is expected to grow by 16.7% to 503,000 tons, in the photovoltaic sector by 19.4% to 765,000 tons, and in new energy vehicles by 44.2% to 304,000 tons [3] Export Growth - China's organic silicon exports are rapidly increasing, with a projected export volume of 545,700 tons in 2024, a year-on-year increase of 35.21%. Although growth slowed to 2.26% in the first three quarters of 2025, there has been a resurgence in export growth since September, with a year-on-year increase of 9.57% [3] Chemical Industry Price Trends - The chemical industry is experiencing a collective rise, with various indices reaching historical highs. Companies like Shenzhen New Star and Zhejiang Zhongcheng have seen significant stock price increases [5] - Recent data indicates that the yellow phosphorus index has risen over 7% in the past two weeks, and the average market price of thionyl chloride has surged by 8.61% to 1552 yuan per ton, with a cumulative increase of 19.38% since August [7] - The chemical industry is entering a phase of improved profits as capital expenditures taper off, with recommendations for sectors such as chromium chemicals, civil explosives, and refrigerants, as well as new materials like vacuum materials and bio-manufacturing [7]

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10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 華信地產財務有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 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) | 00252 | 說明 | | 不適用 | | | | | | | | 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 | | | | 225,420,034 | | 0 | | 225,420,034 | | 增加 / 減少 (-) | | | | 0 | | 0 | | | | 本月底結存 | | | | 225,420,034 | | ...

Core Viewpoint - *ST Haiyuan (002529.SZ) reported its Q3 2025 results, highlighting a total institutional ownership of 59.6565 million shares, representing 22.94% of the company's total equity, with a slight decline in institutional ownership compared to the previous quarter [1] Institutional Ownership - As of October 29, 2025, four institutional investors disclosed their holdings in *ST Haiyuan, with a combined ownership of 59.6565 million shares [1] - The institutional investors include Xinyu Jinzixin Enterprise Management Center (Limited Partnership), Jiangxi Saiwei Electric Power Group Co., Ltd., Haiyuan Industrial Co., Ltd., and Fujian Jifu Light Industry Products Co., Ltd. [1] - The total institutional ownership percentage decreased by 0.38 percentage points compared to the previous quarter [1] Foreign Investment - There were no new disclosures from foreign institutional investors in this period, with BARCLAYS BANK PLC being the only foreign entity previously reported [1]

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: | 華信地產財務有限公司 | | | 呈交日期: | 2025年10月2日 | | | I. 法定/註冊股本變動 不適用 | | | III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） 不適用 第 3 頁 共 10 頁 v 1.1.1 FF301 第 1 頁 共 10 頁 v 1.1.1 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) | 00252 | 說明 | | 不適用 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發 ...

备注：持股数变动有可能因供股、合股、拆股等情况引起，请注意对照实际情况进行辨别。 智通财经APP获悉，华信地产财务(00252)、石四药集团(02005)、汇量科技(01860)于2025年9月11日进行 了最新股东权益披露。 | 股票名称 | 机构名称 | 性质 | 变动前持股 | 变动后持股 | 持股比 | | --- | --- | --- | --- | --- | --- | | 华信地产财务 | 蔡乃端 | 好仓 | 1.06 亿股 | 1.06 亿股 | 47.02%(最新) | | (00252) | | | | | 47.02%(前次) | | 石四药集团 | 曲继广 | 好仓 | 11.73 亿股 | 11.74 亿股 | 39.78%(最新) | | (02005) | | | | | 39.75%(前次) | | 汇量科技 | 宋笑飞 | 好仓 | 289.24 万股 | 219.24 万股 | 0.14%(最新) | | (01860) | | | | | 0.18%(前次) | | 石四药集团 | China Pharmaceutical | 好仓 | 8.82 亿股 | 8.83 ...

Group 1 - The chairman of the board, Cai Naiduan, increased his stake in Huaxin Real Estate Finance (00252) by purchasing 18,000 shares at a price of HKD 1.61 per share, totaling approximately HKD 29,000 [1] - Following the purchase, the total number of shares held by Cai Naiduan is approximately 106 million, representing a holding percentage of 47.02% [1]

Core Viewpoint - The chairman of the board, Cai Naiduan, has increased his stake in Huaxin Real Estate (00252) by purchasing 18,000 shares at a price of HKD 1.61 per share, totaling approximately HKD 29,000, which indicates confidence in the company's future prospects [1] Summary by Relevant Sections - **Shareholding Increase** - Cai Naiduan acquired 18,000 shares of Huaxin Real Estate at HKD 1.61 each, amounting to about HKD 29,000 [1] - Following this purchase, his total shareholding in the company is approximately 106 million shares, representing a 47.02% ownership stake [1]

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8月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 華信地產財務有限公司 | | | 呈交日期: | 2025年9月1日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 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) | 00252 | 說明 | | 不適用 | | | | | | | | 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 | | | | 225,420,034 | | 0 | | 225,420,034 | | 增加 / 減少 (-) | ...

Core Viewpoint - *ST Haiyuan (002529.SZ) reported a significant increase in revenue for the first half of 2025, but still faced substantial net losses [1] Financial Performance - The company achieved an operating revenue of 206 million yuan, representing a year-on-year growth of 98.38% [1] - The net profit attributable to shareholders was a loss of 65.7485 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was a loss of 54.4338 million yuan [1] - The basic earnings per share were reported at -0.2529 yuan [1]

经营范围含许可项目：建设工程设计（依法须经批准的项目，经相关部门批准后方可开展经营活动，具 体经营项目以审批结果为准）新兴能源技术研发；太阳能发电技术服务；电力行业高效节能技术研发； 光伏设备及元器件制造；光伏设备及元器件销售（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动） 企业名称常州市财樾新能源有限公司法定代表人袁庆林注册资本14574.00252万人民币国标行业电力、 热力、燃气及水生产和供应业>电力、热力生产和供应业>电力生产地址江苏省常州市新北区龙虎塘街 道天合路2-1号企业类型有限责任公司（自然人投资或控股的法人独资）营业期限2025-8-25至无固定期 限登记机关常州高新技术产业开发区（新北区）政务服务管理办公室 天眼查显示，近日，常州市财樾新能源有限公司成立，法定代表人为袁庆林，注册资本14574.00252万 人民币，由常州天合智慧能源工程有限公司全资持股。 序号股东名称持股比例1常州天合智慧能源工程有限公司100% 来源：金融界 ...