证券代码：600367 证券简称：红星发展 公告编号：2025-042 贵州红星发展股份有限公司 高级管理人员减持股份结果公告 本公司董事会、全体董事及相关股东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： 高级管理人员持股的基本情况 本次减持计划实施前，贵州红星发展股份有限公司（下称公司）高级管理人 员刘正涛先生持有公司股份 61,200 股，占公司总股本的 0.0179%，股份来源为 限制性股票激励计划授予取得的股份。 减持计划的实施结果情况 公司于 2025 年 8 月 28 日在上海证券交易所网站（www.sse.com.cn）披露了 《高级管理人员减持股份计划公告》（公告编号：2025-039），因个人自身资金需 求，刘正涛先生计划自该公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 9 月 19 日-12 月 18 日），在符合法律法规规定的减持前提下，通过集中竞价 的方式减持所持公司股份，具体情况如下： 刘正涛先生计划减持公司股份数量不超过 15,300 股，不超过公司总股本比 例的 0.0045%，不 ...

Market Overview - On September 16, the chemical raw materials sector declined by 0.46%, with Hongxing Development leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - Notable gainers in the chemical raw materials sector included: - Shanshui Technology (301190) with a closing price of 30.56, up 6.41% [1] - Huarong Chemical (301256) at 11.03, up 5.85% with a trading volume of 128,200 shares [1] - ST Yatai (000691) at 8.20, up 4.99% with a trading volume of 12,500 shares [1] - Major decliners included: - Hongxing Development (600367) at 17.62, down 3.50% with a trading volume of 333,700 shares [2] - Jinpu Titanium (000545) at 3.57, down 3.25% with a trading volume of 756,500 shares [2] - Baofeng Energy (600989) at 16.96, down 1.97% with a trading volume of 367,100 shares [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 685 million yuan from institutional investors, while retail investors saw a net inflow of 661 million yuan [2] - The sector's overall capital flow indicated that: - Major stocks like Xue Tian Salt Industry (600929) had a net inflow of 33.33 million yuan from institutional investors [3] - Other stocks like Huayi Group (600623) had a net inflow of 10.06 million yuan from institutional investors [3]

Market Overview - On September 12, the chemical raw materials sector declined by 0.41%, with Dayang Bio leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the chemical raw materials sector included: - Zhenhua Co., Ltd. (603067) with a closing price of 18.59, up 4.97% [1] - ST Yatai (000691) with a closing price of 7.44, up 4.94% [1] - Shilong Industry (002748) with a closing price of 10.17, up 4.31% [1] - Major decliners included: - Dayang Bio (003017) with a closing price of 33.78, down 3.82% [2] - Sanyou Chemical (600409) with a closing price of 5.97, down 2.45% [2] - Kaisheng New Materials (301069) with a closing price of 23.12, down 2.41% [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 209 million yuan from main funds, while retail funds saw a net inflow of 89.33 million yuan [2] - Key stocks with significant capital flow included: - Longbai Group (002601) with a main fund net inflow of 26.73 million yuan [3] - Zhongke Titanium White (002145) with a main fund net inflow of 25.74 million yuan [3] - Huayi Group (600623) with a main fund net inflow of 22.27 million yuan [3]

Company Overview - Hongxing Development Co., Ltd. is located in Anshun City, Guizhou Province, and was established on May 2, 1999. It was listed on March 20, 2001. The company's main business involves the research, production, and sales of barium salts, strontium salts, and manganese-based products [1][2]. Financial Performance - For the first half of 2025, Hongxing Development achieved operating revenue of 1.081 billion yuan, representing a year-on-year growth of 3.68%. The net profit attributable to the parent company was 78.4425 million yuan, showing a significant year-on-year increase of 233.08% [2]. - Since its A-share listing, the company has distributed a total of 260 million yuan in dividends, with 47.3381 million yuan distributed over the past three years [3]. Stock Performance - As of September 12, Hongxing Development's stock price increased by 2.05%, reaching 18.40 yuan per share, with a trading volume of 347 million yuan and a turnover rate of 6.00%. The total market capitalization is 6.277 billion yuan [1]. - Year-to-date, the stock price has risen by 60.14%, with a 2.34% increase over the last five trading days, a 17.12% increase over the last 20 days, and a 14.93% increase over the last 60 days [1]. Shareholder Information - As of July 31, the number of shareholders for Hongxing Development was 45,700, a decrease of 8.90% from the previous period. The average number of circulating shares per shareholder increased by 9.76% to 7,040 shares [2]. Market Activity - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on September 8, where it recorded a net buy of -53.3492 million yuan. The total buy amounted to 121 million yuan, accounting for 7.23% of the total trading volume, while total sales reached 174 million yuan, making up 10.44% of the total trading volume [1]. Industry Classification - Hongxing Development is classified under the Shenwan industry as part of the basic chemicals sector, specifically in chemical raw materials and inorganic salts. The company is associated with concepts such as solid-state batteries, ternary lithium batteries, lithium batteries, rare metals, and scarce resources [2].

Core Points - The stock of Hongxing Development (600367) increased by 4.39% with a turnover rate of 27.47% and a trading volume of 1.666 billion yuan, showing a volatility of 8.73% [2] - The stock was listed on the Shanghai Stock Exchange due to its high turnover rate, with a net selling amount of 53.3492 million yuan from brokerage seats [2] - The company reported a revenue of 1.081 billion yuan for the first half of the year, representing a year-on-year growth of 3.68%, and a net profit of 78.4425 million yuan, which is a significant increase of 233.08% year-on-year [2] Trading Activity - The top buying brokerage was Haitong Securities Co., Ltd. with a purchase amount of 43.7361 million yuan, while the top selling brokerage was CITIC Securities Co., Ltd. with a selling amount of 45.28 million yuan [2] - The total trading volume from the top five buying and selling brokerages amounted to 294 million yuan, with a net selling of 53.3492 million yuan [2] - The stock experienced a net inflow of 2.4584 million yuan in main funds today, with a significant inflow of 19.2756 million yuan from large orders [2]

Market Overview - The A-share market opened with mixed results, with the Shanghai Composite Index down 0.02%, the Shenzhen Component Index up 0.33%, and the ChiNext Index up 0.21% [4][5] - The overall market sentiment showed a decline in the ChiNext Index, which fell by 1% [2] Sector Performance - Precious metals sector led the gains with an increase of 2.13%, followed by other sectors such as small metals (+1.67%) and sodium-ion batteries (+1.40%) [6] - Solid-state battery concept stocks continued their strong performance, with companies like Fengyuan Co. and Hongxing Development achieving consecutive gains [3] Hong Kong Market - The Hong Kong market opened with the Hang Seng Index up 0.09% and the Hang Seng Tech Index up 0.11% [7][8] - Real estate stocks in Hong Kong saw significant increases, with Country Garden rising by 14.58% following policy adjustments aimed at optimizing the real estate market in Shenzhen [6]

Group 1 - The solid-state battery concept stocks in the A-share market have become active again, with notable increases in share prices [1] - Tianji Co., Soft Control Co., and Fengyuan Co. reached the daily limit increase, while Yuchen Intelligent surged over 15% and Jinyinhai increased by over 10% [1] - Other companies such as Hongxing Development, Tianci Materials, Patel, Guanghua Technology, and Huasheng Lithium Battery also experienced price increases [1]

Group 1 - The company held a half-year performance and cash dividend briefing on September 5, 2025, to provide investors with insights into its 2025 half-year operating results and financial status [1][2] - Key personnel attending the briefing included the Chairman, General Manager, Independent Director, Board Secretary, and Chief Financial Officer, who engaged with investors on common concerns [2] Group 2 - The main factors contributing to the company's year-on-year performance growth in the first half of 2025 include increased sales prices of products such as barium carbonate, strontium carbonate, barium sulfate, and sulfur, as well as higher sales volumes of high-value-added products [3] - The company established a wholly-owned subsidiary in Tianzhu County, Guizhou Province, to leverage local resource advantages, reduce raw material procurement costs, and enhance profitability [3][4] - The construction and installation of the Chongqing Ruide Sida strontium salt project are nearing completion, with trial production expected to begin in late September 2025 [4] Group 3 - The average sales price of strontium carbonate reached approximately 8,500 yuan per ton (including tax) in August 2025, indicating a decline from the peak in April 2025 [5]

股票简称：红星发展 股票代码：600367 编号：临 2025-041 贵州红星发展股份有限公司 2025 年半年度业绩暨现金分红说明会召开情况公告 公司 2025 年上半年业绩同比增加的主要因素有：一是公司碳酸钡、碳酸锶、硫 酸钡及硫磺等产品销售价格同比增加；二是公司高附加值产品高纯钡、氢氧化钡、 高纯锶等产品销售量增加，增加了公司利润；三是公司合理管控成本费用，推进精 1 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个别及连带责任。 一、本次说明会召开情况 贵州红星发展股份有限公司（下称公司）已于 2025 年 8 月 23 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、 财 务 状 况 ， 公 司 于 2025 年 9 月 5 日 下 午 14:00-15:00 通 过 上 证 路 演 中 心 （http://roadshow.sseinfo.com/）召开了 2025 年半年度业绩暨现金分红说明会， 就投资者关心的问题进行交流。 二、公司参加本次说明会的人员 2025 年 ...

Market Overview - On September 5, the chemical raw materials sector rose by 2.24%, with Hongxing Development leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Hongxing Development (600367) closed at 18.01, with a gain of 10.02% and a trading volume of 189,300 shares, totaling a transaction value of 334 million [1] - Other notable performers included: - Kaisheng New Materials (301069) at 22.69, up 6.43%, with a transaction value of 454 million [1] - Sanxiang New Materials (603663) at 29.80, up 6.39%, with a transaction value of 1.033 billion [1] - Ti'an Co. (603067) at 17.32, up 6.19%, with a transaction value of 416 million [1] Capital Flow - The chemical raw materials sector saw a net inflow of 363 million from institutional investors, while retail investors experienced a net outflow of 335 million [2][3] - The main capital inflow was concentrated in: - Hongxing Development with a net inflow of 1.29 billion, accounting for 38.52% of its trading volume [3] - Sanxiang New Materials with a net inflow of 105 million, accounting for 10.14% [3] - Kaisheng New Materials with a net inflow of 44.64 million, accounting for 9.84% [3]