2025 年第 1 号台风"蝴蝶"（强热带风暴级）的中心近期在海南省东方市 八所镇登陆，登陆时中心附近最大风力 11 级（30 米/秒）。此次台风来袭前， 海南天然橡胶产业集团股份有限公司（以下简称"公司"）已启动防台应急预案， 全面部署了防汛防风各项工作。受台风带来的强风暴雨影响，公司海南省内部分 分子公司的橡胶等生物资产以及配套生产设施等固定资产遭受不同程度的损失， 无人员伤亡。经初步统计，公司受灾橡胶及非胶、防护林等生物性资产约 35 万 株（橡胶树含开割树和中小苗），预计全年干胶减产约 0.26 万吨。台风过境后， 公司迅速组织人员开展安全隐患排查及灾后复产工作，疏通胶园道路、扶正并加 固倒伏的橡胶树，以尽快恢复生产经营秩序，争取将灾害造成的损失降到最低。 目前，本次受灾的基地分公司已全部恢复生产经营。 本次受损的主要财产已投保，保险公司将在保险协议约定的责任范围及赔偿 金额之内进行赔付，预计可以减轻风灾给公司带来的影响。公司已将初步统计的 受损情况通报给保险公司，保险公司正在积极进行保险理赔相关工作，后续实际 赔付金额以最终核定为准。 公司是全球最大的天然橡胶种植、加工、贸易企业，下属企业及业务分布 ...

Core Viewpoint - Hainan Rubber (601118) announced that Typhoon "Butterfly" (strong tropical storm level) made landfall in Hainan, causing varying degrees of damage to the company's biological assets and supporting production facilities [1] Group 1: Impact of Typhoon - The initial assessment indicates that approximately 350,000 biological assets, including rubber and non-rubber trees, were affected by the disaster [1] - The expected reduction in dry rubber production for the year is approximately 2,600 tons [1] - All affected subsidiaries have resumed production and operations [1] Group 2: Insurance and Financial Outlook - Major assets were insured, and the insurance company is actively processing claims related to the damages [1] - The disaster is expected to have a certain impact on the company's operating performance in 2025, but it will not significantly hinder the company's future development [1]

Group 1: Pet Economy - The pet economy continues to show high growth, with over 400 pet brands achieving sales growth of over 100% year-on-year during the "618" shopping festival [1] - The number of pet transaction users increased by 32% year-on-year, while new pet owners grew by 39% [1] - Top brands in various pet food categories include Royal Canin and Maffidi for cat and dog dry food, and Maffidi and Zeal for cat and dog snacks/wet food [1] Group 2: Pig Prices - The average price of external three yuan pigs rose to 14.22 yuan/kg, a week-on-week increase of 1.43% [2] - The average price of piglets decreased to 31.85 yuan/kg, down 3.16% week-on-week [2] - The average weight of market pigs decreased slightly to 128.28 kg, while the inventory rate of frozen products increased to 14.04% [2] Group 3: Grain Prices - Prices for corn, soybean meal, and wheat have increased, with corn averaging 2417.06 yuan/ton (up 0.47%), soybean meal at 3015.14 yuan/ton (up 1.59%), and wheat at 2441.67 yuan/ton (up 0.46%) [3] - Weather conditions and trade dynamics are influencing corn prices, while soybean meal prices are affected by supply concerns from the U.S. and geopolitical tensions [3] Group 4: Investment Recommendations - The pig farming sector is expected to enter a long-term profit growth phase after inventory reduction, with recommended companies including Juxing Agriculture, Shennong Group, and Muyuan Foods [4] - The post-cycle sector is seeing a recovery in feed and veterinary demand, with companies like Haida Group and Ruipu Biotech recommended [4] - The planting chain is showing positive fundamentals with rising grain prices, suggesting investment opportunities in companies like Suqian Agricultural Development and Beidahuang [4] - The pet food industry is in a growth phase, with increasing recognition of domestic brands and recommended companies including Guibao Pet and Zhongchong Co. [4]

Group 1 - The horse racing concept index increased by 1.32%, ranking 10th among concept sectors, with four stocks rising, including Zhujiang Piano which hit the daily limit, and Zhongmu Co., *ST Zhengping, and Luoniushan showing gains of 2.86%, 0.58%, and 0.50% respectively [1] - The main funds in the horse racing concept sector experienced a net outflow of 0.19 billion yuan, with Zhujiang Piano leading the net inflow at 21.32 million yuan, followed by Luoniushan, Zhongmu Co., and *ST Zhengping with net inflows of 7.99 million yuan, 4.25 million yuan, and 3.48 million yuan respectively [2][3] - The net inflow ratios for Zhujiang Piano, Luoniushan, and *ST Zhengping were 11.33%, 4.19%, and 3.37% respectively, indicating strong interest from main funds [3] Group 2 - The horse racing concept sector had a total of four stocks that rose, while Zhongti Industry and Xinhua Du were among the top decliners, falling by 2.52% and 2.17% respectively [1][2] - The trading volume and turnover rates for the leading stocks in the horse racing concept were notable, with Zhujiang Piano showing a turnover rate of 2.27% and a significant net inflow of funds [3]

Core Viewpoint - The company is currently in the execution phase of a lawsuit against Hainan Huayang Investment Group Co., Ltd. regarding overdue capital contributions and associated penalties totaling approximately 106.25 million yuan [1][2]. Group 1: Lawsuit Background - The company filed a civil lawsuit on May 19, 2020, to confirm the actual capital contribution of Hainan Huayang and to claim overdue contributions and penalties [2]. - The first-instance judgment was received on November 30, 2021, ordering Hainan Huayang to pay penalties for overdue contributions [2]. - The company won the second-instance judgment in December 2022, with the court dismissing Hainan Huayang's appeal and ordering them to bear the litigation costs [2]. Group 2: Current Progress of the Lawsuit - The company applied for compulsory execution in January 2023, leading to the court seizing 65% of the shares held by Hainan Huayang in Hainan Huaxiang Industrial Group Co., Ltd. [2][3]. - The Supreme Court rejected Hainan Huayang's request for retrial in October 2023 [2][3]. - The court has initiated compulsory liquidation of Hainan Huaxiang, with an auction scheduled for June 26-27, 2025, for the disposal of assets valued at approximately 585.88 million yuan [3]. Group 3: Impact on the Company - The company will monitor the auction results closely and continue to pursue legal avenues to protect its interests and those of its shareholders [4]. - The impact on the company's profits will depend on the execution of the judgment and the results of the audit [4].

Core Viewpoint - The company is involved in a legal dispute regarding overdue capital contributions from Hainan Huayang Investment Group Co., Ltd, with a total claim amounting to 106,252,287.81 yuan [1][2]. Group 1: Basic Situation of the Lawsuit - The company filed a civil lawsuit against Hainan Huayang on May 19, 2020, to confirm the actual capital contribution and to claim overdue contributions and penalties [1]. - The first-instance judgment was received on November 30, 2021, ordering Hainan Huayang to pay overdue contributions and penalties [1]. - The company won the second-instance judgment in December 2022, with the court dismissing Hainan Huayang's appeal and ordering them to bear the litigation costs [1]. Group 2: Progress of the Lawsuit - The court initiated compulsory liquidation of Hainan Huayang's subsidiary, Hainan Huaxiang Industrial Group Co., Ltd, as part of the enforcement process [2]. - A public auction for the assets of Hainan Huaxiang, including shares in four companies and a vehicle, is scheduled for June 26-27, 2025 [2]. Group 3: Impact of the Lawsuit on the Company - The company will monitor the auction results and continue to protect the interests of itself and its shareholders through legal means [2]. - The impact on the company's profits will depend on the execution of the judgment and the results confirmed by the auditing agency [2].

海南天然橡胶产业集团股份有限公司 关于诉讼进展的公告 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。 重要内容提示： ●案件所处的诉讼阶段：执行阶段。 ●上市公司所处的当事人地位：申请执行人（原告）。 ●涉案金额：被告逾期出资及未履行出资部分的滞纳金和本案诉讼费，共计 106,252,287.81 元。 ●是否会对上市公司损益产生负面影响：对公司利润产生的影响以判决执行 情况及审计机构审计确认后的结果为准。 证券代码：601118 证券简称：海南橡胶 公告编号：2025-034 2021 年 12 月 14 日、2022 年 12 月 20 日在上海证券交易所网站（www.sse.com.cn） 及相关指定信息披露媒体上披露的《关于公司涉及诉讼的公告》（公告编号： 2020-041）、《关于诉讼进展的公告》（公告编号：2021-083）、《关于公司诉讼进 展的公告》（公告编号：2021-092）和《关于诉讼进展的公告》（公告编号：2022-086）。 二、本次诉讼进展情况 本案强制执行过程中，经公司申请，法院启动了对华橡公司的 ...

Group 1 - Typhoon "Butterfly" is currently located approximately 115 kilometers northwest of Sanya, Hainan, moving north at a speed of 5-10 kilometers per hour and gradually intensifying [3][7] - Companies in Hainan, such as Hainan Rubber, reported that their operations remain normal and they have activated emergency plans, with 24-hour duty arrangements in place [5][9] - The local government in Ledong Li Autonomous County has raised its flood and wind emergency response level from III to II, implementing measures such as suspending classes and closing scenic spots [6][8] Group 2 - Sanya Phoenix International Airport suspended flight operations starting from 22:00 on June 12, with a total of 153 flights executed and 77 flights canceled by 17:00 on the same day [7][8] - Other airports in Hainan, including Haikou Meilan Airport and Qionghai Boao Airport, also experienced significant flight cancellations due to the typhoon [8] - Companies like Guolian Aquatic Products and Guanhao High-tech reported no impact on their production and operations, indicating that their facilities are functioning normally despite the weather conditions [9]

Group 1 - The horse racing concept has seen a significant surge, with companies like Zhujiang Piano (002678) hitting the upper limit, and others such as Roniu Mountain (000735) rising over 4.5% [1] - The Guangzhou government has released a draft plan titled "Guangzhou Special Action Plan for Boosting Consumption," which aims to accelerate the construction and operation of the Hong Kong Jockey Club's Conghua Racecourse and promote consumption in ice and snow sports as well as horse racing [1] - Other companies such as Zhongti Industry (600158), *ST Zhengping (603843), and Hainan Rubber (601118) have also experienced upward movement in their stock prices [1]

证券代码：601118 证券简称：海南橡胶 公告编号：2025-033 海南天然橡胶产业集团股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 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。 海南天然橡胶产业集团股份有限公司（以下简称"公司"）于2024年6月12 日召开第六届董事会第三十三次会议和第六届监事会第十八次会议，审议通过了 《海南橡胶关于使用部分闲置募集资金暂时补充流动资金的议案》，在保证募集 资金投资项目建设的资金需求和不影响募集资金投资项目正常进行的前提下，为 提高闲置募集资金使用效率，同时降低公司的财务费用，同意使用部分闲置募集 资金暂时补充流动资金，金额不超过人民币15,000万元，使用期限自董事会审议 通过之日起12个月。具体内容详见公司于2024年6月14日在《中国证券报》《上海 证券报》《证券时报》《证券日报》和上海证券交易所网站（http://www.sse.com.cn） 上刊登的相关公告。 截至本公告披露日，公司已将上述暂时用于补充流动资金的 15,000 万元募 集资金全部归还至募集资 ...