证券代码：600935 证券简称：华塑股份 公告编号：2026-004 安徽华塑股份有限公司 股东集中竞价减持股份结果公告 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： 上述减持主体无一致行动人。 二、减持计划的实施结果 (一)大股东因以下事项披露减持计划实施结果： 大股东持股的基本情况 本次减持计划实施前，安徽皖投工业投资有限公司（以下简称"皖投工业"） 持有安徽华塑股份有限公司（以下简称"公司"或"华塑股份"）344,698,016 股，占公司总股本的 9.59%。上述股份均来源于公司首次公开发行并上市前已持 有的股份，且已解除限售并上市流通。 减持计划的实施结果情况 前期，公司披露了股东拟通过集中竞价交易方式减持股份计划，具体详见《安 徽华塑股份有限公司关于持股 5%以上股东集中竞价减持股份计划公告》（公告编 号：2025-084）。股东皖投工业自减持计划公告发布之日起满 15 个交易日后的 3 个月内拟通过集中竞价交易方式减持公司股份数量不超过 35,947,380 股，不超 过公司总股本的 ...

Core Viewpoint - Huashu Co., Ltd. (600935.SH) announced that its shareholder, Anhui Investment Industry, plans to reduce its shareholding by up to 35.9474 million shares, representing no more than 1% of the company's total share capital, within three months after the announcement of the reduction plan [1] Summary by Category - Shareholder Action - Anhui Investment Industry has completed its share reduction plan, having reduced a total of 35.9473 million shares, which is exactly 1% of the company's total share capital [1]

Core Viewpoint - Huashu Co., Ltd. (600935.SH) announced that its shareholder, Anhui Investment Industry, plans to reduce its shareholding by up to 35.9474 million shares, representing no more than 1% of the company's total share capital, within three months after the announcement of the reduction plan [1] Summary by Category - Shareholder Reduction Plan - Anhui Investment Industry intends to reduce its holdings through centralized bidding transactions [1] - The reduction plan will be executed within three months after the announcement, starting from January 28, 2026 [1] - Implementation of Reduction - As of January 28, 2026, the company received notification that Anhui Investment Industry has completed the reduction plan [1] - A total of 35.9473 million shares were reduced, which accounts for exactly 1% of the company's total share capital [1]

Core Viewpoint - The chlor-alkali industry is facing significant challenges in 2025, with multiple companies, including Xinjiang Tianye and Huashu Co., forecasting substantial losses due to declining PVC prices and oversupply in the market [1][2][3]. Company Summaries - Xinjiang Tianye (600075.SH) expects a net loss of approximately 50 million yuan for 2025, a stark contrast to a profit of 68.435 million yuan in the same period last year [1][3]. - Huashu Co. (600935.SH) anticipates a net loss between 145 million yuan and 180 million yuan, attributing the losses to weak demand and excess capacity in the PVC sector [3]. - Yinglite (000635.SZ) projects a net loss of 550 million yuan for 2025, marking a 9.44% year-on-year decline, and has recorded losses for four consecutive years [3]. Industry Analysis - The PVC market is characterized by "high supply, high inventory, and weak demand," leading to a cumulative price drop of approximately 11% for SG-5 type PVC in 2025 [2][4]. - The domestic PVC production capacity increased by 220,000 tons in 2025, reaching a total capacity of 29.93 million tons, a year-on-year growth of 7.35% [4]. - The average operating rate in the PVC industry is expected to remain around 77%-78% in 2025, with some high-cost small enterprises potentially exiting the market due to ongoing losses [4]. Demand Factors - The demand for PVC products is under pressure, particularly in the real estate sector, which accounts for about 60% of PVC downstream products [4]. - The area of completed housing in China decreased by 18% year-on-year in the first eleven months of 2025, further impacting PVC demand [4]. Future Outlook - Analysts suggest that the PVC industry may see a structural adjustment in 2026, with potential for supply-demand imbalances to gradually ease, although the oversupply situation is unlikely to be fundamentally resolved [4][5]. - The competitive landscape in the PVC market is expected to intensify, necessitating companies to enhance their competitiveness to survive future market changes [5].

证券日报网讯1月23日，华塑股份（600935）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司的股东数为53852户。 ...

Group 1 - The company, Huashu Co., Ltd. (600935), has announced a project to produce 60,000 tons of trichlorosilane annually [1] - The company plans to release production capacity in 2026 based on market demand in the industry [1] - Revenue and profit from this project will depend on market conditions and capacity utilization rates [1]

Core Viewpoint - The announcement from Huashu Co., Ltd. indicates that a major shareholder, Anhui Wantou Industrial Investment Co., Ltd., plans to reduce its stake in the company through a centralized bidding process, which may impact the stock's market performance [2] Group 1 - Huashu Co., Ltd. disclosed that Anhui Wantou Industrial Investment Co., Ltd. intends to reduce its shareholding by up to 35,947,380 shares, representing no more than 1% of the total share capital [2] - The reduction period for the shareholding is set from January 12, 2026, to April 11, 2026 [2] - As of January 21, 2026, Anhui Wantou Industrial has already decreased its holdings from 344,698,016 shares to 323,526,516 shares, reducing its ownership percentage from 9.59% to 9.00% [2]

关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 安徽皖投工业投资有限公司保证向本公司提供的信息真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 重要内容提示： 权益变动方向 比例增加□ 比例减少√ 权益变动前合计比例 9.59% 权益变动后合计比例 9.00% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否√ 是否触发强制要约收购义务 是□ 否√ 一、 信息披露义务人及其一致行动人的基本信息 证券代码：600935 证券简称：华塑股份 公告编号：2026-003 安徽华塑股份有限公司 二、 权益变动触及 1%刻度的基本情况 安徽华塑股份有限公司（以下简称"公司"）于 2025 年 12 月 17 日披露了 《关于持股 5%以上股东集中竞价减持股份计划公告》（公告编号：2025-084）， 公司持股 5%以上股东安徽皖投工业投资有限公司（以下简称"皖投工业"）拟通 过集中竞价交易方式减持公司股份减持数量不超过 35,947,380 股，不超过公司 总股本的 1%。减持期间为 2026 年 1 月 12 日至 2026 ...

华塑股份公告称，持股5%以上股东皖投工业于2026年1月12 - 20日，通过集中竞价交易减持股份，持股 由34469.8016万股降至32352.6516万股，比例从9.59%减至9.00%，权益变动触及1%整数倍情形。此前皖 投工业计划于1月12日至4月11日减持不超3594.738万股，即不超总股本1%。本次变动未违反承诺，不 触发要约收购，也不会使控股股东、实控人变化，后续仍在减持计划期内。 ...

证券代码：600935 证券简称：华塑股份 公告编号：2026-002 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。 重要内容提示： ● 本期业绩预告适用于净利润为负值情形。 ● 安徽华塑股份有限公司（以下简称"公司"）预计2025年度实现归属于母公司所有者的净利润为-18,000 万元至-14,500万元；预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-19,500 万元至-16,000万元。 一、本期业绩预告情况 （一）业绩预告期间 二、上年同期经营业绩和财务状况 （一）利润总额：-44,750.88万元。归属于母公司所有者的净利润：-42,876.02万元。归属于母公司所有 者的扣除非经常性损益的净利润：-44,512.21万元。 （二）每股收益：-0.12元。 三、本期业绩预亏的主要原因 2025年，公司业绩较2024年同期亏损大幅收窄，主要得益于公司降本增效举措持续发力和烧碱产品盈利 能力的稳定。一方面公司加大降本增效工作推进力度，技改项目陆续投运，生产指标不断向好；另一方 面主要原材料采购价 ...