Market Overview - On October 17, the trade sector declined by 2.16%, with CITIC Metal leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Key stocks in the trade sector showed varied performance, with CITIC Metal closing at 10.28, down 3.11%, and Jiangsu Guotai at 8.47, down 2.42% [2] - The trading volume for CITIC Metal was 294,400 shares, contributing to a transaction amount of 308 million yuan [2] Capital Flow - The trade sector experienced a net outflow of 163 million yuan from main funds, while retail investors saw a net inflow of 155 million yuan [2][3] - Jiangsu Guotai had a significant net outflow of 44.53 million yuan from main funds, but a net inflow of 29.99 million yuan from retail investors [3]

Report Industry Investment Rating - Not provided Core Viewpoints of the Report - The spot price of domestic whole milk in the Shanghai market dropped to 14,300 yuan/ton, a decrease of 300 yuan/ton from last week, while the US dollar price of Thai 20 - standard rubber in the Qingdao Free Trade Zone remained unchanged at 1,850 US dollars/ton [3]. - In the producing areas, rainfall in northeastern and northern Thailand eased, with a large decline in cup - rubber prices, while in southern Thailand, glue prices rebounded. In Yunnan, the weather was good, glue output was stable, and raw material prices decreased slightly. In Hainan, although rain affected tapping, weak procurement by factories dragged down raw material prices. In Vietnam, glue supply was normal, and stable procurement supported prices [3]. - The capacity utilization rate of semi - steel tire sample enterprises was 71.07%, a 28.92% increase from the previous week but an 8.57% decrease year - on - year. The capacity utilization rate of all - steel tire sample enterprises was 63.96%, a 22.43% increase from the previous week and a 4.98% positive year - on - year growth. Tire enterprises resumed work as planned, driving a significant increase in capacity utilization [3]. - As of October 12, 2025, China's natural rubber social inventory was 1.08 million tons, a decrease of 7,700 tons (0.7%) from the previous week. The total inventory of natural rubber in bonded and general trade in Qingdao was 456,000 tons, a decrease of 500 tons (0.11%) from the previous period. Bonded area inventory increased by 2.02% to 70,800 tons, and general trade inventory decreased by 0.49% to 385,200 tons [3]. - In the future, rainfall in major natural rubber producing areas is expected to ease, and tapping operations are likely to normalize. Global natural rubber supply is expected to enter a seasonal increase cycle, putting downward pressure on raw material prices. The terminal tire market lacks highlights, and demand recovery is slow. Tire enterprises continue to purchase natural rubber on a need - to - fill basis, and demand support for raw material prices is limited. Inventory reduction is expected to slow down, and some regions may face inventory accumulation pressure. In the short term, the natural rubber market may be under pressure [3]. Summary by Relevant Catalogs Natural Rubber Price Data - There are charts showing the basis of natural rubber and 20 - standard rubber, including the market mainstream price of Yunnan - produced natural rubber in Shanghai, the closing price of the main contract of SHFE natural rubber, the market price of Thai - produced STR20 dry rubber in the Qingdao Free Trade Zone, and the closing price of the main contract of SHFE 20 - standard rubber [5][6] Main - producing Countries' Rubber Output and China's Natural Rubber Imports - There are charts presenting the monthly output of natural rubber in ANRPC member countries and China's natural rubber imports from 2021 to 2025 [8][9][10] Tire Production - There is a chart showing the monthly tire production from 2021 to 2025 [11][12] Tire Enterprise开工率 - There are charts showing the weekly semi - steel and all - steel tire enterprise开工率 from 2021 to 2025 [14][15][16] Tire Enterprise Inventory - There are charts showing the weekly available inventory days of semi - steel and all - steel tires in Shandong factories from 2021 to 2025 [18][19][20][21] Natural Rubber Inventory - There are charts showing the 20 - standard rubber futures inventory, natural rubber futures inventory, natural rubber social inventory, Qingdao Free Trade Zone inventory, and Qingdao general trade inventory from 2021 to 2025 [24][25][26][27][28][29]

Core Viewpoint - Suhao Hongye announced the write-off of asset losses amounting to a total of 18.2857 million yuan due to uncollectible receivables and long-term equity investments [1] Group 1: Company Actions - The company will hold the 11th Board of Directors' fourth meeting on October 16, 2025, to review the proposal for asset loss write-offs [1] - The write-off includes seven items of asset losses that are deemed uncollectible [1] Group 2: Financial Impact - The total book value of the assets to be written off is 18.2857 million yuan [1]

（编辑 任世碧） 证券日报网讯 10月16日晚间，苏豪弘业发布公告称，公司于2025年10月16日召开了第十一届董事会第 四次会议，会议审议通过了《关于向2025年限制性股票激励计划激励对象授予限制性股票的议案》，根 据公司2025年第二次临时股东会的授权，董事会认为公司2025年限制性股票激励计划的授予条件已经成 就，同意确定2025年10月16日为授予日，向符合条件的73名激励对象授予493.12万股限制性股票，授予 价格为5.66元/股。 ...

Core Points - The company, Suhao Hongye (600128.SH), announced the approval of its 2025 restricted stock incentive plan by the board of directors [1] - The grant date for the restricted stock is set for October 16, 2025, with a total of 4.9312 million shares to be awarded to 73 eligible participants [1] - The grant price for the restricted stock is determined to be 5.66 yuan per share [1]

证券代码：600128 证券简称：苏豪弘业 公告编号：临 2025-058 苏豪弘业股份有限公司 关于向 2025 年限制性股票激励计划激励对象 授予限制性股票的公告 本公司董事会及董事会全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 苏豪弘业股份有限公司（以下简称"公司"）于2025年10月16日召开了第十 一届董事会第四次会议，会议审议通过了《关于向2025年限制性股票激励计划激 励对象授予限制性股票的议案》，根据公司2025年第二次临时股东会的授权，董 事会认为公司2025年限制性股票激励计划（以下简称"本激励计划"或"本次激励计 划"）的授予条件已经成就，同意确定2025年10月16日为授予日，向符合条件的 73名激励对象授予493.12万股限制性股票，授予价格为5.66元/股。现对有关事项说 明如下： 一、本激励计划授予情况 （一）已履行的决策程序和信息披露情况 1、2025年7月10日，公司召开第十一届董事会薪酬与考核委员会2025年第一 次会议，审议通过《关于<公司2025年限制性股票激励计划（草案）>及其摘要 ...

| 序号 | 姓名 | 职务 | | --- | --- | --- | | 1 | 曹阳 | 管理骨干 | | 2 | 葛翔 | 管理骨干 | | 3 | 朱强 | 管理骨干 | | 4 | 赵筱琛 | 管理骨干 | | 5 | 徐梦 | 管理骨干 | | 6 | 周茜 | 管理骨干 | | 7 | 章晓锋 | 管理骨干 | | 8 | 骆菲 | 管理骨干 | | 9 | 李若梅 | 管理骨干 | 苏豪弘业股份有限公司 | 10 | 章立福 | 管理骨干 | | --- | --- | --- | | 11 | 栾政委 | 管理骨干 | | 12 | 郑艳 | 管理骨干 | | 13 | 曹橙 | 管理骨干 | | 14 | 程培 | 管理骨干 | | 15 | 李园园 | 管理骨干 | | 16 | 任茂巧 | 管理骨干 | | 17 | 孙来 | 管理骨干 | | 18 | 阙春华 | 管理骨干 | | 19 | 李震 | 管理骨干 | | 20 | 万林雨 | 管理骨干 | | 21 | 陆德海 | 管理骨干 | | 22 | 高亮 | 管理骨干 | | 23 | 李艳 | 管理骨干 | | 24 | ...

证券代码：600128 公司简称：苏豪弘业 上海荣正企业咨询服务（集团）股份有限公司 关于 苏豪弘业股份有限公司 2025 年限制性股票激励计划 授予相关事项 之 独立财务顾问报告 1 | | | 一、释义 以下词语如无特殊说明，在本文中具有如下含义： | 苏豪弘业、公司 | | 指 | 苏豪弘业股份有限公司 | | --- | --- | --- | --- | | 本 计 划 、 本 激 励 | 计 | | | | 划、本次股权激励计 | | 指 | 苏豪弘业股份有限公司2025年限制性股票激励计划 | | 划 | | | | | 限制性股票 | | 指 | 公司根据本激励计划规定的条件和价格，授予激励对象一定数量的 公司股票，该等股票设置一定期限的限售期，在达到本激励计划规 | | | | | 定的解除限售条件后，方可解除限售流通 | | | | | 按照本计划规定获得限制性股票的公司（含分公司、控股子公司） | | 激励对象 | | 指 | 董事、高级管理人员、管理骨干、业务骨干及董事会认为需要激励 的其他骨干 | | 授予日 | | 指 | 公司向激励对象授予限制性股票的日期，授予日必须为交易日 | ...

国浩律师（南京）事务所 关 于 苏豪弘业股份有限公司 法律意见书 中国江苏省南京市汉中门大街 309 号 B 座 5、7-8 层 邮编：210036 5、7-8/F, Block B, 309 Hanzhongmen Street, Nanjing, China, 210036 电话/Tel: +86 25 8966 0900 传真/Fax: +86 2589660966 网址/Website: http://www.grandall.com.cn | | | 2025 年限制性股票激励计划首次授予事项 的 二〇二五年十月 国浩律师(南京)事务所 法律意见书 国浩律师（南京）事务所 关于苏豪弘业股份有限公司 2025 年限制性股票激励计划首次授予事项的 法律意见书 致：苏豪弘业股份有限公司 国浩律师（南京）事务所接受苏豪弘业股份有限公司委托，担任其本次激励 计划事项的专项法律顾问。本所律师根据《公司法》《证券法》《股权激励管理办 法》《股权激励试行办法》《有关问题通知》，并参照《股权激励工作指引》《有关 事项通知》等有关法律、法规和中国证监会的有关规定及《公司章程》的相关规 定，按照律师行业公认的业务标准、道 ...

证券代码：600128 证券简称：苏豪弘业 公告编号：临 2025-060 苏豪弘业股份有限公司 关于增加为控股子公司提供担保额度的公告 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 | 45,994.63 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 | 21.65 | | 期经审计净资产的比例（%） | | | 特别风险提示（如有请勾选） | □对外担保总额（含本次）超过上市公司最近 | | | 一期经审计净资产 50% | | | □对外担保总额（含本次）超过上市公司最近 | | | 一期经审计净资产 100% | | | □对合并报表外单位担保总额（含本次）达到 | | | 或超过最近一期经审计净资产 30% | | | ☑本次对资产负债率超过 70%的单位提供担 | | 保 | | | 其他风险提示（如有） | | 一、担保情况概述 （一）担保的基本情况 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内 ...