证券代码：600581 证券简称：八一钢铁 公告编号：临2025-063 新疆八一钢铁股份有限公司 关于收到中国证券监督管理委员会 立案告知书的公告 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。 新疆八一钢铁股份有限公司（下称"公司"）于2025年11月7日收到中国证券监督管理委员会（以下简 称"中国证监会"）下发的《立案告知书》（编号：证监立案字0362025003号）。因涉嫌信息披露违法违 规，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定对公 司立案。公司将严格按照监管要求履行信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 新疆八一钢铁股份有限公司董事会 2025年11月8日 证券代码：600581 证券简称：八一钢铁 公告编号：临2025-064 新疆八一钢铁股份有限公司 关于中国证券监督管理委员会 对控股股东立案调查的公告 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。 新疆八一 ...

Highlights - Longcheng Technology has terminated the planning of a control change and resumed trading [1] - Bowei Alloy plans to invest up to $150 million in a special alloy electronic material strip project in Morocco with an annual production capacity of 30,000 tons [1] - Founder Technology's wholly-owned subsidiary intends to invest 1.364 billion yuan in an AI expansion project in Chongqing [2] - Huadian Energy plans to invest 12.043 billion yuan in a wind power project [2] Performance - Chengxing Co. reports normal overall production and operations; Jiangyin factory is under suspension for rectification [3] - China West Electric states that stock trading is experiencing abnormal fluctuations, but production and operations are normal [3] - Anlong Biological reports a 73.31% year-on-year increase in pig sales volume in October, totaling 190,200 heads [3] - Kemin Food's subsidiary reports a 71.53% year-on-year increase in pig sales revenue in October, amounting to 36.0441 million yuan [3] - Poly Development's signed amount in October is 21.116 billion yuan, a decrease of 50.12% year-on-year [3] - China Merchants Shekou achieved a signed sales amount of 15.365 billion yuan in October [3] Mergers and Acquisitions - Yingtang Zhikong plans to acquire 100% of Guanglong Integration and 80% of Aojian Microelectronics, with stock resuming trading [4] - Guocheng Mining intends to pay 3.168 billion yuan in cash to acquire 60% of Guocheng Industry [5] - Deguote has decided to terminate a major asset restructuring plan to acquire 100% of Haowei Technology [6] - SMIC is actively promoting the acquisition of 49% of SMIC North [6] Other News - Intercontinental Oil and Gas shareholder has been investigated by the CSRC for failing to halt trading upon reaching a 5% shareholding [7] - Shanghai Xiba has received a notice of investigation for suspected short-term trading by its directors and executives [7] - Bayi Steel and its controlling shareholder are under investigation by the CSRC for suspected information disclosure violations [8] - ST Changyao is under investigation for suspected false reporting of financial data [9] - Tianyi New Materials has had part of its fundraising account funds seized by judicial authorities [10] - Anji Food and related personnel have been subjected to corrective measures and regulatory discussions by the Fujian Securities Regulatory Bureau [11] - ST Huayuan has applied to revoke other risk warnings [12]

Mergers and Acquisitions - Zhengzhou Bank plans to acquire 49% of the shares held by other shareholders of Xun County Zhengyin Village Bank for cash and will absorb and merge it into a branch of Zhengzhou Bank [1] - Sichuan Road and Bridge intends to acquire the bridge component asset group of New筑股份 for 628 million yuan, which constitutes a related party transaction [2] - Leike Defense has decided to acquire 24.4004% equity from minority shareholders of its subsidiary Yao Yun Technology for a transaction price based on the assessed value, totaling 117 million yuan [3] Shareholding Changes - Fuzhou Technology's controlling shareholder plans to reduce its stake by up to 2%, amounting to no more than 9.405 million shares [4] - Xinlong Holdings' shareholder Hainan Zhuhua plans to reduce its stake by up to 3%, which is no more than 16.15 million shares [5] - Jiangsu Cable's controlling shareholder intends to increase its stake by 100 million to 150 million yuan within 12 months, with a maximum purchase price of 4 yuan per share [6] Regulatory Issues - *ST Chang Pharmaceutical is under investigation by the China Securities Regulatory Commission for suspected false reporting of financial data [7] - Continental Oil and Gas's shareholder is being investigated for failing to halt trading when their combined shareholding reached 5% [8] - Meihua Biological's controlling shareholder has been sentenced to three years in prison, suspended for five years, for manipulating the securities market [9] - Bayi Steel is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure regulations [10]

Group 1 - Semiconductor Manufacturing International Corporation (SMIC) plans to acquire 47% equity in SMIC North, with due diligence and evaluation processes still ongoing [1][2] - Zhuhai Gree Supply Chain intends to convert a debt of 200 million yuan into equity to increase capital for Shenzhen Haoneng Technology, changing its status from a wholly-owned subsidiary to a controlling subsidiary [3] - China Huadian Corporation is set to invest 12.043 billion yuan in a combined heat and power generation project integrated with renewable energy in Heilongjiang [4] Group 2 - Yong'an Pharmaceutical announces that some directors and senior management plan to reduce their holdings by up to 0.0799% of the total shares [5] - Lihua Co. reports a 11.44% year-on-year increase in chicken sales revenue for October, totaling 1.461 billion yuan [6] - Degu Technology intends to terminate the acquisition of 100% equity in Haowei Technology due to difficulties in meeting the demands of all parties involved [7] Group 3 - Guocheng Mining plans to pay 3.168 billion yuan in cash to acquire 60% equity in Guocheng Industrial [8] - Yingtang Intelligent Control intends to acquire 100% equity in Guanglong Integration and 80% equity in Aojian Microelectronics, with stock resuming trading on November 10 [9] - Shanshan Holdings announces that its actual controller and major shareholder have divorced, resulting in a change in control [10] Group 4 - Nutaige plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on robotics and related components [11] - Chengxing Co. reports that its Jiangyin factory is currently under temporary shutdown for rectification due to a raw material leak [12] - Xindong Holdings announces that its shareholder Hainan Zhuhua plans to reduce its stake by up to 3% [13] Group 5 - Yonghui Supermarket's vice president has completed a share reduction of 0.0012% [14] - Xi'an Tourism plans to issue A-shares to raise no more than 300 million yuan for working capital and bank loan repayment [15] - Xiaogoods City has successfully acquired land use rights for a commercial site in Yiwu for 3.223 billion yuan [16][17] Group 6 - Tongda Chuangzhi announces a cash dividend of 6 yuan per 10 shares for the 2025 interim period [18] - Shen Nan Electric A received a government subsidy of 8.0518 million yuan, accounting for 36.75% of its last fiscal year's net profit [19] - Founder Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing [20] Group 7 - Hezhong China reports significant stock trading fluctuations, indicating a "hot potato" effect [21] - Hengrui Medicine's subsidiary has received approval for clinical trials of SHR-4610 injection for late-stage solid tumors [22] - Sihua Holdings announces the termination of a restructuring investment agreement and continues to seek potential investors [23] Group 8 - Yingwei Technology's subsidiary has won a 27.78% share of a project from China Mobile [24] - Dabeinong reports a 45.20% year-on-year increase in pig sales for October, totaling 5.79 billion yuan [25] - Meihua Biotech's major shareholder has been sentenced for market manipulation, but it does not affect the company's operations [26] Group 9 - Zhongyi Da plans to terminate the issuance of A-shares to specific investors [27] - Zhongji Oil and Gas has received a notice of investigation from the China Securities Regulatory Commission regarding trading violations [28] - China International Trade Corporation announces the resignation of its chairman due to work reasons [29] Group 10 - GAC Group reports a decline in October vehicle sales by 8.10% [30] - Dameng Data has invested 100 million yuan to establish an investment fund focused on the database industry [31] - Zhengbang Technology reports a 78.08% year-on-year increase in pig sales revenue for the first ten months [32] Group 11 - Shanghai Xiba has announced that its directors are under investigation for suspected short-term trading [33] - Changgao Electric New has won a bid for a project from the State Grid worth 246 million yuan [34] - Jianghuai Automobile reports a 5.49% increase in October sales [35] Group 12 - Xintian Green Energy reports a 20.97% year-on-year decrease in power generation for October [36] - Luokang Pharmaceutical's products have been selected in the national centralized procurement [37] - Zhongyuan Home intends to invest 16 million USD in a self-built production base in Vietnam [38] Group 13 - Changcheng Technology has terminated plans for a control change and will resume trading on November 10 [39] - Poly Development reports a significant decrease in signed sales area and amount for October [40] - Wanhua Chemical's MDI phase II facility will undergo maintenance starting November 15 [41]

Core Viewpoint - The company, Ba Yi Steel, is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, which has led to a decline in its stock price and market capitalization [2][3]. Group 1: Regulatory Investigation - On November 7, Ba Yi Steel received a notice from the CSRC regarding the initiation of an investigation due to suspected violations of information disclosure laws [3]. - The company has stated that it will comply with regulatory requirements and fulfill its information disclosure obligations [3]. - The investigation is also applicable to the company's controlling shareholder, Xinjiang Ba Yi Steel Group Co., Ltd. [2][3]. Group 2: Financial Performance - For the first three quarters of the year, Ba Yi Steel reported a revenue of approximately 14.617 billion yuan, a year-on-year decrease of 1.39% [4]. - The company recorded a net loss attributable to shareholders of approximately -572 million yuan, continuing its trend of losses [4]. - Projected net losses for 2023 and 2024 are estimated at -1.163 billion yuan and -1.752 billion yuan, respectively [4]. Group 3: Production and Sales Data - In the first three quarters of 2025, the company produced 933,000 tons of construction materials, a year-on-year decrease of 15.47% [4]. - Sales volume for the same period was 950,300 tons, down 17.63% year-on-year [4]. - The average selling price was 3,016.88 yuan per ton (excluding tax), reflecting a year-on-year decline of 10.58% [4]. Group 4: Investment Adjustments - The company announced adjustments to its fixed asset investment plan for 2025, including the cancellation of 22 investment projects totaling 47.65 million yuan [5]. - Additionally, 12 projects had their investment plans reduced by a total of 121.7 million yuan [5]. - The revised fixed asset investment plan is set at 211.8 million yuan, which is a reduction of 169.35 million yuan from the initial plan [5].

Core Viewpoint - The company Ba Yi Steel (600581) is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, which may impact its operations and investor confidence [1][3]. Group 1: Regulatory Issues - On November 7, Ba Yi Steel received a notice from the CSRC regarding the initiation of an investigation due to suspected violations of information disclosure laws [3]. - The company and its controlling shareholder, Xinjiang Ba Yi Steel Group Co., Ltd., are both under investigation, and the company will comply with regulatory requirements for information disclosure [3]. Group 2: Financial Performance - For the first three quarters of the year, Ba Yi Steel reported a revenue of approximately 14.617 billion yuan, a year-on-year decrease of 1.39%, and a net loss attributable to shareholders of approximately -572 million yuan [4]. - The company projects net losses of approximately -1.163 billion yuan and -1.752 billion yuan for the years 2023 and 2024, respectively [4]. - In the first three quarters of 2025, the company produced 933,000 tons of construction materials, a year-on-year decrease of 15.47%, and sold 950,300 tons, a decrease of 17.63% [4]. Group 3: Investment Adjustments - On November 6, Ba Yi Steel announced adjustments to its fixed asset investment plan for 2025, including the cancellation of 22 investment projects totaling 47.65 million yuan and a reduction of 12 projects by 121.7 million yuan [5]. - The adjusted fixed asset investment plan is now set at 211.8 million yuan, with a funding plan of 164.79 million yuan, reflecting a reduction of 169.35 million yuan from the initial plan [5].

Group 1 - Fangzheng Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing to quickly increase production capacity [1] - The current production capacity at the Chongqing base cannot meet customer order demands, necessitating this investment [1] - The expansion aims to strategically optimize product structure and enhance the company's ability to meet the needs of high-end clients in AI, cloud computing, and big data sectors [1] Group 2 - Huadian Technology signed a contract worth approximately 3.415 billion yuan for a 1 million kW offshore wind power project, which constitutes about 45.29% of the company's latest audited revenue [2] - This contract is expected to have a positive impact on the company's operating performance [2] Group 3 - ST Huayun applied to revoke other risk warnings after receiving a penalty notice from the China Securities Regulatory Commission for false reporting from 2018 to 2022 [3] - The company has completed a review and found no conditions warranting the risk warning, thus meeting the criteria for revocation [3] Group 4 - Meihua Biological's controlling shareholder was sentenced to three years in prison (suspended for five years) for manipulating the securities market, but this matter does not affect the company's operations [4] - The company confirmed that its production and business activities remain normal despite the legal issues surrounding the shareholder [4] Group 5 - Shanghai Xiba's board members are under investigation for suspected short-term trading, but this investigation is personal and will not significantly impact the company's daily operations [5] Group 6 - Changcheng Technology terminated plans for a change in control due to a lack of consensus on key matters, and its stock will resume trading on November 10, 2025 [6] Group 7 - Hefei China reported a 23.91% year-on-year decline in consolidated revenue for the period from January to October 2025, totaling 587 million yuan [8] Group 8 - Various companies are involved in significant project wins and collaborations, including Rayco Defense acquiring minority stakes in a subsidiary and several companies winning contracts for large-scale projects [13]

Core Viewpoint - The controlling shareholder and former chairman of Meihua Biological, Meng Qingshan, has been sentenced to three years in prison with a five-year probation for manipulating the securities market, following a fine of 122 million yuan [2][5]. Group 1: Legal Proceedings - On November 7, Meihua Biological announced that it received a written notification from Meng Qingshan regarding the court's judgment, which sentenced him to three years in prison, with a five-year probation, and imposed a fine [5][6]. - Meng Qingshan has not held any position in the company since his retirement in January 2017 and only exercises shareholder rights at the shareholder meeting level [6]. Group 2: Previous Penalties - Meng Qingshan was previously fined and had 122 million yuan confiscated due to his involvement in market manipulation [7]. - The China Securities Regulatory Commission (CSRC) had previously investigated Meng Qingshan for illegal activities, leading to administrative penalties [8]. Group 3: Details of Market Manipulation - The investigation revealed that Meng Qingshan and Yang Huixing manipulated the stock price of Meihua Biological during a non-public stock issuance in 2013, ensuring its success by providing guarantees for trust plans [9]. - The illegal gains from their actions amounted to 196 million yuan for the trust involved, with actual losses of 140 million yuan incurred by a shareholder [9][10]. - The CSRC determined that Meng Qingshan's actions violated the Securities Law and imposed a ten-year market ban along with the confiscation of illegal gains [10].

Core Viewpoint - The company, Ba Yi Steel, is facing regulatory scrutiny due to alleged violations of information disclosure laws, which has led to investigations by the China Securities Regulatory Commission (CSRC) [1][2] Group 1: Regulatory Actions - The company's controlling shareholder, Xinjiang Ba Yi Steel Group Co., Ltd., received a notice from the CSRC regarding an investigation for suspected violations of information disclosure laws [1] - The company itself also received a notice from the CSRC for similar reasons, indicating that both the company and its controlling shareholder are under investigation [1] Group 2: Financial Performance - For the first three quarters of 2025, the company reported an operating revenue of 14.617 billion yuan, a year-on-year decrease of 1.39% [2] - The company recorded a net loss attributable to shareholders of 572 million yuan, but this represented a significant improvement with a year-on-year reduction in losses of 60.43% [2] - The company achieved an iron output of 1.46 million tons and a steel output of 1.66 million tons during the reporting period, with total sales of 1.65 million tons of finished products [2] Group 3: Market Performance - As of November 7, the company's stock price closed at 4.45 yuan per share, reflecting a decline of 0.67% on that day, while the total market capitalization was approximately 6.821 billion yuan [2] - Year-to-date, the company's stock price has increased by about 45% [2]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has mandated corrective measures for Caitong Securities due to violations in its over-the-counter (OTC) derivatives business, highlighting issues in management and compliance [2][4]. Group 1: Regulatory Actions - On November 7, the Zhejiang Securities Regulatory Bureau ordered Caitong Securities to rectify its OTC derivatives operations and issued a warning letter to senior executive Pei Gencai [2][4]. - The violations included inadequate management mechanisms for underlying assets, insufficient annual reviews of investor qualifications, and ineffective management of system permissions and passwords [4]. Group 2: Financial Performance - As of the end of Q3 2025, Caitong Securities reported derivative financial assets of 82.45 million yuan, a significant decrease of 89.69% from 800 million yuan at the end of 2024, attributed to a decline in the scale of OTC derivatives [5]. - The company's stock price was 8.59 yuan per share, with a total market capitalization of 39.89 billion yuan as of November 7 [6]. Group 3: Previous Violations - Caitong Securities has faced multiple regulatory penalties this year, including a warning for issues related to the management of its overseas subsidiaries and a fine of 1.95 million yuan for failing to comply with customer identity verification and reporting obligations [5].