证券代码：600243 证券简称：*ST 海华 公告编号：临 2025-031 青海华鼎实业股份有限公司（下称： "青海华鼎"或"公司"）于 2025年7月28日召开的第八届董事会第二十三次会议审议通过了《青 海华鼎关于控股子公司茫崖源鑫能源有限公司（下称： "茫崖源鑫"） 收购巴州鲁新鼎盛燃气有限公司（下称： "鲁新鼎盛"）100%股权的议 案》。 详细情况详见公司于 2025 年 7 月 30 日在上海证券交易所网站 http://www.sse.com.cn、《上海证券报》和《证券时报》披露的《青 海华鼎第八届董事会第二十三次会议决议公告》（公告编号：临 2025-028）和《青海华鼎关于控股子公司茫崖源鑫收购鲁新鼎盛 100% 股权的公告》（公告编号：临 2025-029）。 二、工商变更情况 近日，鲁新鼎盛在新疆且末县市场监督管理局完成了本次收购的 工商变更登记手续并取得新的《营业执照》。本次工商变更后，公司 控股子公司茫崖源鑫持有鲁新鼎盛 100%股权，将纳入公司合并报表 范围。相关工商登记信息如下： 1、名称：巴州鲁新鼎盛燃气有限公司 2、统一社会信用代码：91652825MA79GJHPXF ...

Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

Group 1 - The company Qinghai Huading Industrial Co., Ltd. has approved the acquisition of 100% equity of Bazhou Luxin Dingsheng Gas Co., Ltd. by its subsidiary Mangya Yuanxin Energy Co., Ltd. for a cash consideration of 43 million RMB [5][6][47] - The total equity value of Bazhou Luxin Dingsheng Gas Co., Ltd. is assessed at 43.014 million RMB as of May 31, 2025, indicating a significant increase in value compared to its book net asset of 9.3088 million RMB, resulting in an appreciation rate of 362.08% [16][18][47] - The acquisition is expected to enhance the company's profitability and provide new growth opportunities in the natural gas industry, leveraging the strategic location of the acquired company [6][47] Group 2 - The company also plans to acquire 51% equity of Ruoqiang Yuanxin Energy Co., Ltd. from Xinjiang Qingyuan Industrial Group Co., Ltd. for a cash payment of approximately 4.221 million RMB [51][54] - The total equity value of Ruoqiang Yuanxin Energy Co., Ltd. is assessed at 8.2766 million RMB as of May 31, 2025, with a book net asset of 7.0503 million RMB, resulting in a growth rate of 17.39% [62] - This acquisition is classified as a related party transaction but does not constitute a major asset restructuring as per regulations [52][54]

Core Points - The company, Qinghai Huading Industrial Co., Ltd., held its 23rd meeting of the 8th Board of Directors on July 28, 2025, with 9 directors present, complying with relevant laws and regulations [1][2][3] - The board unanimously approved the acquisition of 100% equity of Bazhou Luxin Dingsheng Gas Co., Ltd. by its subsidiary, Mangya Yuanxin Energy Co., Ltd. [1][2] - The board also approved the acquisition of 51% equity of Ruoqiang Yuanxin Energy Co., Ltd. by Mangya Yuanxin Energy Co., Ltd., with prior approval from all independent directors for the related party transaction [2][3]

Group 1 - The core point of the article is that Qinghai Huading Industrial Co., Ltd. plans to acquire 51% equity of Ruoqiang Yuanxin Energy Co., Ltd. through its subsidiary Mangya Yuanxin Energy Co., Ltd. for a cash consideration of RMB 4.221066 million, based on an assessed value of RMB 8.2766 million as of May 31, 2025 [1][2][4] - The acquisition is classified as a related party transaction but does not constitute a major asset restructuring as defined by the regulations [3][19] - The transaction does not require approval from the shareholders' meeting as it falls within the board's decision-making authority [3][19] Group 2 - The financial data of Ruoqiang Yuanxin Energy Co., Ltd. as of May 31, 2025, shows total assets of RMB 17.0735 million, net assets of RMB 7.0502 million, operating income of RMB 2.8094 million, and a net loss of RMB 2.8314 million [4][5] - The assessment of the target company's equity was conducted using both income and asset-based methods, resulting in an assessed value of RMB 8.2766 million, reflecting an increase of RMB 1.2263 million and a growth rate of 17.39% [5][19] - The acquisition is expected to enhance the company's profitability and provide new growth points for future performance, particularly in the clean energy sector [18][19] Group 3 - The transaction involves a cash payment of RMB 4.221066 million, with a deduction of RMB 3.17023069 million owed by Ruoqiang Yuanxin to Xinjiang Qingyuan Industrial Group Co., Ltd., resulting in a net payment of RMB 1.05083531 million [2][4] - The agreement stipulates that the transferor, Xinjiang Qingyuan Industrial Group Co., Ltd., holds 80% of the target company prior to the transaction [6][19] - The acquisition is positioned to strengthen the company's market competitiveness and sustainable development capabilities in the clean energy industry [18][19]

Transaction Overview - Qinghai Huading Industrial Co., Ltd. plans to acquire 100% equity of Bazhou Luxin Dingsheng Gas Co., Ltd. through its subsidiary Mangya Yuanxin Energy Co., Ltd. for a cash consideration of RMB 43 million [1][2] - The acquisition is based on an assessed total equity value of RMB 43.014 million as of May 31, 2025, and does not require shareholder approval [1][2] Target Company Information - Bazhou Luxin Dingsheng Gas Co., Ltd. engages in gas operation, retail of refined oil, and road freight transportation, among other activities [2][3] - The company has a clear ownership structure with no encumbrances or legal disputes affecting the transfer of ownership [3] Financial Performance - As of May 31, 2025, Bazhou Luxin Dingsheng Gas Co., Ltd. reported total assets of RMB 25.5363 million, net assets of RMB 9.3088 million, and a net loss of RMB 0.297 million for the most recent fiscal year [4][5] - The company’s revenue for the same period was RMB 23.9008 million, down from RMB 33.3734 million in the previous year [4] Valuation and Assessment - The valuation of Bazhou Luxin Dingsheng Gas Co., Ltd. was conducted using both income and asset-based approaches, resulting in a significant increase in assessed value compared to its book value [5] - The assessed value represents a 362.08% increase over the book value, indicating strong potential for future growth [5] Strategic Implications - The acquisition is expected to enhance the company's profitability and provide new growth opportunities, particularly in the clean energy sector [21] - The strategic location of the gas station enhances its market potential, contributing to the overall revenue and profitability of Mangya Yuanxin Energy Co., Ltd. [21]

Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors [2] Major Events - Xizang Tianlu experienced significant abnormal fluctuations in the trading of its convertible bonds, with a cumulative price increase exceeding 100% over seven trading days, leading to a closing price of 481.80 CNY per bond, representing a premium of 381.80% over the face value [3][4] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion CNY, with a transfer price of 19.88 CNY per share [4][5] - Liyuan Technology's actual controller received a criminal judgment for violating information disclosure regulations, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million CNY [6] - Huashi Technology's general manager had the detention measures lifted, allowing him to resume his duties [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [8] - WuXi AppTec adjusted its share repurchase price limit to a maximum of 114.15 CNY per share [9] - ST Haihua's subsidiary plans to acquire 100% of Lixin Dingsheng for 43 million CNY [10] - Xizang Tourism clarified that it has not engaged in business cooperation related to the Yarlung Tsangpo River project amid stock price volatility [11][12] - Yabont Chemical decided to terminate its planned external investment in Gansu Haotian Technology [13] - Zhongbei Communication's subsidiary terminated its acquisition of a 55% stake in PT. Semesta Energi Services due to unmet conditions [14] - Quzhou Development plans to purchase shares of Xiandai Electronics and raise matching funds, leading to a temporary stock suspension [15] - Shenli Co. terminated its control change plan due to the buyer's failure to pay the agreed transaction price [16] Performance Reports - Greenland Holdings reported a 16.93% year-on-year increase in contract sales amounting to 21.752 billion CNY in Q2 2025 [17][18] - Lujiazui's net profit for the first half of 2025 was 815 million CNY, a decrease of 7.87% year-on-year [19] - Hongfa Co. achieved a net profit of 964 million CNY in the first half of 2025, reflecting a 14.19% increase [20] - Nanya New Materials expects a net profit increase of 44.69% to 71.82% in the first half of 2025 [21] - ST Tianwei anticipates a significant net profit increase of approximately 2064.85% year-on-year [22] - Fudan Microelectronics expects a net profit decrease of 39.67% to 48.29% in the first half of 2025 [23][24] - Sains expects a net profit decrease of 57.53% to 60.13% despite revenue growth [25] - Baotai anticipates a net loss reduction of 110 million to 140 million CNY in the first half of 2025 [26] Major Contracts - China CNR signed several major contracts totaling approximately 32.92 billion CNY [27] - Wantong Intelligent Control entered into an exclusive authorization agreement in the embodied intelligence field [28] - Anhui Construction won a bid for a highway concession project with an estimated total investment of 3.614 billion CNY [29] - Tiantian Technology's subsidiary signed a procurement order worth 400 million CNY for copper-lithium composite strips [30] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [31] Shareholding Changes - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [32] - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [33] - Huaye Fragrance's controlling shareholder plans to reduce holdings by up to 3% [34] - Lanfeng Biochemical's shareholder plans to reduce holdings by up to 2.61% [35] - Anji Food's actual controller plans to reduce holdings by up to 2% [37] - Saiwei Electronics' National Integrated Circuit Fund reduced its holdings by 1.06% [38] - Lakala's Lenovo Holdings reduced its holdings by 535,960 shares [39] Share Buybacks - Shima Power plans to repurchase shares worth 300 million to 400 million CNY [40]

Group 1: Share Buybacks and Acquisitions - WuXi AppTec plans to adjust the maximum repurchase price of its shares to no more than 114.15 yuan per share from the previous limit of 90.72 yuan per share, while other details of the repurchase plan remain unchanged [2] - ST Haihua's subsidiary intends to acquire 100% equity of Lvxin Dingsheng for 43 million yuan, citing the favorable development prospects of the natural gas industry [3] - Shenneng Power plans to repurchase shares for 300 million to 400 million yuan, with a maximum repurchase price of 38 yuan per share [4] - Huaneng Technology intends to acquire 6% of Jinghe Integrated's shares for 23.93 million yuan, with a transfer price of 19.88 yuan per share [7] Group 2: Financial Performance - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712%, with revenue of 993 million yuan, up 121.12% [5] - Enhua Pharmaceutical achieved a net profit of 700 million yuan in the first half of 2025, a year-on-year increase of 11.38%, with revenue of 3.01 billion yuan, up 8.93% [13] - Guangzhi Technology reported a net profit of 23.99 million yuan for the first half of 2025, marking a turnaround from losses, with revenue of 1.02 billion yuan, up 78.2% [10] Group 3: Market Activities and Listings - Binhua Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, currently discussing specific details with relevant intermediaries [8] - Tubaobao's subsidiary, Dehua Tubaobao Investment Management, holds a 2.05% stake in Hanhai Group, which is set to be listed on the Shenzhen Stock Exchange [12] - Changchun Gaoxin's subsidiary has received FDA approval for a hypertension drug, expanding its market presence in the U.S. [13]

Core Viewpoint - *ST Haihua is actively expanding its presence in the natural gas industry through acquisitions, aiming to enhance profitability and future growth potential by leveraging strategic locations and market opportunities [1][2][3]. Group 1: Acquisition Details - The company’s subsidiary, Mangya Yuanxin, plans to acquire 100% of Lixin Ding Sheng for 43 million yuan, focusing on the favorable development prospects of the natural gas industry [1]. - Mangya Yuanxin also intends to acquire 51% of Qiyuan Industrial for 422.11 thousand yuan, similarly based on the promising outlook of the natural gas sector [2]. - Both acquisitions are linked to the same legal representative, indicating a related party transaction [3]. Group 2: Business Operations and Location Advantages - Lixin Ding Sheng operates CNG and LNG refueling services and is strategically located on a major highway in Xinjiang, enhancing its market potential [1]. - Qiyuan Industrial is also involved in CNG and LNG operations, situated in a key area that connects multiple regions, further emphasizing its logistical advantages [3]. - The acquisitions are expected to increase the number of LNG and CNG refueling stations, thereby boosting revenue and profitability for Mangya Yuanxin [3]. Group 3: Financial Performance and Future Outlook - The company anticipates a net loss of approximately 210 thousand yuan for the first half of 2025, although this represents a reduction in losses compared to the previous year [4]. - The decline in profitability is attributed to increased market competition and high costs associated with new product trials in the gear business [4]. - The company plans to enhance its market expansion efforts and optimize costs to improve operational efficiency moving forward [4].

（文章来源：每日经济新闻） *ST海华（SH 600243，收盘价：3.32元）7月29日晚间发布公告称，在巴州鲁新鼎盛燃气有限公司股东 全部权益价值为人民币4301.4万元的基础上，青海华鼎实业股份有限公司控股子公司茫崖源鑫能源有限 公司拟与徐海波、徐瑶瑶、鲁新鼎盛签署《收购协议》，约定控股子公司茫崖源鑫以现金4300万元取得 鲁新鼎盛100%的股权。 2024年1至12月份，*ST海华的营业收入构成为：工业占比93.71%，天然气占比3.53%，其他占比 2.76%。 ...