证券代码：601113 证券简称：华鼎股份 公告编号：2025-053 义乌华鼎锦纶股份有限公司 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。 义乌华鼎锦纶股份有限公司(以下简称"公司")于 2025 年 10 月 14 日收到 上海证券交易所（以下简称"上交所"）出具的《关于义乌华鼎锦纶股份有限公 司向特定对象发行股票申请文件的审核问询函》（上证上审（再融资）〔2025〕300 号）（以下简称"审核问询函"）。 公司会同相关中介机构对审核问询函所列问题进行了认真研究和逐项落实， 按审核问询函要求对有关问题进行了说明和论证分析，并根据要求对审核问询函 回复进行公开披露，具体内容详见公司 2025 年 11 月 1 日披露的《关于义乌华鼎 锦纶股份有限公司向特定对象发行股票申请文件的审核问询函的回复》等文件。 根据上交所进一步审核意见，公司会同相关中介机构对《问询函》部分内容 进行了补充回复，更新部分以"楷体（加粗）"字体显示，具体内容详见公司同 日披露的《关于义乌华鼎锦纶股份有限公司向特定对象发行股票申请文件的审核 问询函的 ...

Core Viewpoint - Zheng Qizhong intends to relinquish control of Zhenai Meijia after nearly five years since its IPO, with the company announcing a suspension of trading due to the planned transfer of control [1][3]. Group 1: Control Change Announcement - Zhenai Meijia announced on November 4 that its controlling shareholder, Zhenai Group, is planning to transfer control, leading to a suspension of trading starting November 5 [3]. - The company indicated that the control transfer is still under negotiation and carries significant uncertainty [3]. Group 2: Financial Performance - Zhenai Meijia's net profit has declined for two consecutive years in 2023 and 2024, with projected revenues of approximately 979 million, 953 million, and 879 million yuan for 2022, 2023, and 2024 respectively, and corresponding net profits of about 155 million, 106 million, and 75.8 million yuan [4]. - However, in the first three quarters of this year, the company reported a revenue of 724 million yuan, a year-on-year increase of 16.16%, and a net profit of approximately 230 million yuan, a significant year-on-year increase of 310.28% [4]. Group 3: Related Shareholder Actions - In July, a significant shareholder, Yiwu Boxin Investment, planned to reduce its stake in Zhenai Meijia by up to 4.32 million shares, representing no more than 3% of the total share capital, but did not execute this plan by the deadline [5]. Group 4: Background on Zheng Qizhong - Zheng Qizhong, born in 1964, has been the chairman of Zhenai Meijia since its establishment and has also been involved with another listed company, Huading Co., which he controls after acquiring its shares in 2022 [4][7]. Group 5: Huading Co. Performance - Huading Co. has also faced declining performance, with revenues of approximately 3.562 billion yuan in the first three quarters of 2025, a year-on-year decrease of 40.57%, and a net profit of about 188 million yuan, down 42.11% [9]. - The decline in Huading's performance is attributed to cyclical fluctuations in the nylon industry, affecting both procurement and sales prices [9].

Core Viewpoint - Zhejiang carpet manufacturer Zhenai Meijia (003041.SZ) is planning a change of control, with its controlling shareholder Zhenai Group holding 46.37% of the shares. The actual acquirer has not been disclosed yet, and the company's stock will be suspended from trading starting November 5 for up to two trading days [1][2]. Group 1: Company Performance - Zhenai Meijia has faced significant operational pressure in recent years, primarily relying on carpet exports. The company's net profit attributable to shareholders for the first three quarters of 2023 was 230 million yuan, a year-on-year increase of 310.28%, largely due to compensation from factory demolition, while actual business profit remains at a historically low level [1]. - Despite operational challenges, Zhenai Meijia's stock price has risen significantly since November 2024, maintaining a relatively high level [2]. Group 2: Shareholder Actions - In July, shareholder Yiwu Boxin Investment Co., Ltd. announced plans to reduce its stake by 3%, but did not execute the transaction by the end of October, leading to speculation prior to the announcement of the control change [2]. Group 3: Related Corporate Actions - Concurrently with the control transfer, Zhenai Group is conducting a new round of private placement for Huading Co., aiming to raise approximately 708 million yuan, fully subscribed by Zhenai Group. The funding sources include 40% from Zhenai Group's own funds and 60% from bank loans [2][3]. - The private placement plan was first disclosed in November 2024 but has faced scrutiny from the Shanghai Stock Exchange regarding the necessity of the fundraising projects and the sources of subscription funds [3].

Core Viewpoint - Zhenai Group is planning a significant matter regarding the potential transfer of control over Zhenai Home (003041), which may lead to changes in the company's controlling shareholder and actual controller. The matter is currently under negotiation and carries substantial uncertainty [1]. Group 1: Company Overview - Zhenai Home, established in 2010 and located in Yiwu, Zhejiang, specializes in the research, design, production, and sales of home textiles, primarily blankets. The company aims to become the "World Blanket King" and has an annual design capacity of 65,000 to 70,000 tons, ranking among the top in the blanket industry [5]. - The company has a global customer base, mainly exporting to regions such as the Middle East, North Africa, and South Africa, with strategic partners in major international markets like South Africa, Dubai, Saudi Arabia, North Africa, and North America [5]. - According to the China Textile Industry Association, Zhenai Home has ranked first in competitiveness among its peers in the blanket category for three consecutive years [5]. Group 2: Financial Performance - For the first three quarters of 2025, Zhenai Home reported a revenue of 724 million yuan, a year-on-year increase of 16.16%, and a net profit attributable to shareholders of 230 million yuan, a significant increase of 310.28% [5]. - In the third quarter alone, the company achieved a revenue of 334 million yuan, up 10.19% year-on-year, with a net profit of 33.44 million yuan, reflecting a year-on-year growth of 48.93% [5]. Group 3: Related Company Information - Zhenai Group also owns Huading Co., which was acquired in April 2022. Huading Co. specializes in the research, production, and sales of high-quality, differentiated nylon products [6][7]. - For the first three quarters of this year, Huading Co. reported a revenue of 3.562 billion yuan, a decrease of 40.57% year-on-year, and a net profit of 188 million yuan, down 42.11% year-on-year [7]. - In the third quarter, Huading Co. generated a revenue of 1.152 billion yuan, a decline of 25.69% year-on-year, with a net profit of approximately 34.92 million yuan, down 78.38% year-on-year [7]. Group 4: Corporate Structure and Scale - Zhenai Group, founded in 1995 and headquartered in Yiwu, has developed into a large-scale private enterprise with core business segments in blanket home textiles and nylon production, alongside auxiliary businesses in real estate and environmental engineering [7]. - The group has a registered capital of 540.78 million yuan, employs over 6,000 people, and has total assets of 13 billion yuan, with annual revenues nearing 10 billion yuan, including over 6 billion yuan from manufacturing [7].

Group 1 - Zhenai Group is planning a significant matter regarding the potential transfer of control over Zhenai Meijia, which may lead to changes in the controlling shareholder and actual controller [1] - Zhenai Meijia's stock will be suspended from trading starting November 5, 2025, for a period not exceeding two trading days [3] - Prior to the control transfer discussions, a shareholder, Yiwu Boxin Investment Co., Ltd., had announced a plan to reduce its stake in Zhenai Meijia by up to 4.32 million shares, representing no more than 3% of the total share capital [3] Group 2 - Zhenai Meijia, established in 2010 and listed on the Shenzhen Stock Exchange in April 2021, focuses on the research, design, production, and sales of home textiles, primarily blankets [5] - The company has an annual production capacity of 65,000 to 70,000 tons and ranks first in the blanket industry in China [5] - For the first three quarters of 2025, Zhenai Meijia reported revenue of 724 million yuan, a year-on-year increase of 16.16%, and a net profit of 230 million yuan, a significant increase of 310.28% [5] Group 3 - Huading Co., Ltd., a subsidiary of Zhenai Group acquired in April 2022, specializes in the research, production, and sales of high-quality nylon products [6] - For the first three quarters of this year, Huading Co., Ltd. reported revenue of 3.562 billion yuan, a year-on-year decrease of 40.57%, and a net profit of 188 million yuan, down 42.11% [7] - Zhenai Group, founded in 1995, has developed into a large-scale private enterprise with total assets of 13 billion yuan and annual revenue nearing 10 billion yuan [7]

Core Viewpoint - Zhenai Group is planning a significant matter regarding the potential transfer of control over Zhenai Meijia, which may lead to changes in the company's controlling shareholder and actual controller, with ongoing negotiations and significant uncertainty [1] Company Overview - Zhenai Meijia, established in 2010 and listed on the Shenzhen Stock Exchange in April 2021, focuses on the research, design, production, and sales of home textiles, primarily blankets, aiming to become the "World Blanket King" [5] - The company has an annual design production capacity of 65,000 to 70,000 tons and ranks first in competitiveness among peers in the blanket industry for three consecutive years [5] - Zhenai Meijia's revenue for the first three quarters of 2025 reached 724 million yuan, a year-on-year increase of 16.16%, with a net profit attributable to shareholders of 230 million yuan, surging 310.28% [5] Financial Performance - In Q3 2025, Zhenai Meijia achieved a revenue of 334 million yuan, up 10.19% year-on-year, and a net profit of 33.44 million yuan, increasing by 48.93% [5] - In contrast, Huading Co., a subsidiary acquired by Zhenai Group in April 2022, reported a revenue of 3.562 billion yuan for the first three quarters of 2025, a decrease of 40.57%, and a net profit of 188 million yuan, down 42.11% [7] Shareholder Activity - Prior to the control transfer planning, a shareholder of Zhenai Meijia, Yiwu Boxin Investment Co., announced a plan to reduce its holdings by up to 4.32 million shares, representing no more than 3% of the total share capital, but did not execute this plan within the specified period [4]

Core Viewpoint - The article discusses the potential transfer of control of Zhenai Home (真爱美家) by its controlling shareholder, Zhenai Group (真爱集团), which may lead to changes in the company's actual controller. This situation is currently under negotiation and carries significant uncertainty [4]. Company Overview - Zhenai Home, established in 2010, specializes in the research, design, production, and sales of home textiles, primarily blankets. The company aims to become the "King of Blankets" globally, with an annual production capacity of 65,000 to 70,000 tons, ranking among the top in the blanket industry [7]. - Zhenai Home's products are exported globally, with major markets in the Middle East, North Africa, and South Africa, and it has strategic partners in key international markets [7]. Financial Performance - For the first three quarters of 2025, Zhenai Home reported revenue of 724 million yuan, a year-on-year increase of 16.16%, and a net profit attributable to shareholders of 230 million yuan, a significant increase of 310.28%. In Q3 alone, the revenue was 334 million yuan, up 10.19%, with a net profit of 33.44 million yuan, up 48.93% [8]. - In contrast, Huading Co., a subsidiary of Zhenai Group acquired in April 2022, reported a revenue of 3.562 billion yuan for the first three quarters of 2025, a decrease of 40.57%, and a net profit of 188 million yuan, down 42.11%. In Q3, the revenue was 1.152 billion yuan, down 25.69%, with a net profit of 34.92 million yuan, down 78.38% [9][10]. Shareholder Actions - Zhenai Group notified that it is planning a control transfer, which may affect the company's major shareholders. Prior to this, a related party, Yiwu Boxin Investment Co., had announced a plan to reduce its stake in Zhenai Home by up to 4.32 million shares, not exceeding 3% of the total share capital, during a specified period [4][6]. However, this reduction did not occur within the planned timeframe [6].

Core Viewpoint - True Love Group is planning a potential transfer of control over True Love Home, which may lead to changes in the company's controlling shareholder and actual controller. The matter is still under negotiation and carries significant uncertainty [1][2]. Company Overview - True Love Home, established in 2010, specializes in the research, design, production, and sales of home textiles, primarily blankets. The company aims to become the "World Blanket King" and has an annual design capacity of 65,000 to 70,000 tons, ranking among the top in the blanket industry [6]. - True Love Home's products are exported globally, with major markets in the Middle East, North Africa, and South Africa, and it has strategic partnerships in key international markets [6]. - The company reported a revenue of 724 million yuan for the first three quarters of 2025, a year-on-year increase of 16.16%, and a net profit attributable to shareholders of 230 million yuan, a significant increase of 310.28% [6]. Financial Performance - In Q3 2025, True Love Home achieved a revenue of 334 million yuan, up 10.19% year-on-year, with a net profit of 33.44 million yuan, reflecting a 48.93% increase [6]. - In contrast, Huading Co., a subsidiary of True Love Group, reported a revenue of 3.562 billion yuan for the first three quarters of 2025, a decrease of 40.57%, and a net profit of 188 million yuan, down 42.11% [7]. - In Q3 2025, Huading Co. generated a revenue of 1.152 billion yuan, a decline of 25.69%, with a net profit of approximately 34.92 million yuan, down 78.38% [7]. Group Overview - True Love Group, founded in 1995 and headquartered in Yiwu, Zhejiang, has developed into a large-scale private enterprise with core business segments in blanket home textiles and nylon new materials, alongside auxiliary businesses in real estate and environmental engineering [8]. - The group has a registered capital of 540.78 million yuan, employs over 6,000 people, and has total assets of 13 billion yuan, with annual revenue nearing 10 billion yuan, including over 6 billion yuan from manufacturing [8].

Core Viewpoint - The company is currently undergoing an anti-dumping investigation in Brazil, which may impact its sales of nylon products in the Brazilian market. The company is forming a special team to seek favorable outcomes during the final ruling phase and is also diversifying its market presence in Southeast Asia, South Asia, and Europe to build a more resilient global market network [6][9]. Financial Data - The third-quarter financial report has not been audited, and the company assures the accuracy and completeness of the financial information provided [3][7]. - The report includes major financial data and indicators, but specific figures are not disclosed in the provided text [3][4]. Shareholder Information - The company has confirmed that there are no changes in the major shareholders or their holdings that would affect the report [5][6]. Market Conditions - The Brazilian government has imposed a temporary anti-dumping tax on imported nylon textile yarns for a period not exceeding six months, which is currently under investigation [6][9]. - The company is actively working to mitigate the impact of this tax by exploring new markets and diversifying its product offerings [6][9].

Core Points - The stock price of Huading Co., Ltd. (601113) closed at 3.96 yuan as of October 31, 2025, down 2.94% from the previous week [1] - The company is currently facing a temporary anti-dumping tax investigation in Brazil, which may impact its sales of nylon products in that market [4] Shareholder Changes - As of September 30, 2025, the number of shareholders increased to 29,389, a rise of 12.97% compared to June 30, 2025 [2][5] - The average number of shares held per shareholder decreased from 42,400 to 37,600, with an average holding value of 158,200 yuan [2] Performance Disclosure - For the first three quarters of 2025, the company reported a revenue of 3.562 billion yuan, a year-on-year decrease of 40.57% [3] - The net profit attributable to shareholders was 188 million yuan, down 42.11% year-on-year, with a third-quarter revenue of 1.152 billion yuan, reflecting a 25.69% decline [3] Company Announcements - The company has formed a special team to address the anti-dumping investigation and is accelerating its market expansion in Southeast Asia, South Asia, and Europe [4] - The company plans to raise up to 707.5 million yuan through a private placement, fully subscribed by its controlling shareholder, Zhenai Group [4]