证券代码：601118 证券简称：海南橡胶 公告编号：2025-056 ●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。 一、本次诉讼的基本情况 海南天然橡胶产业集团股份有限公司（以下简称"海南橡胶"或"公司"） 就海南华橡实业集团有限公司出资纠纷一案，于 2020 年 5 月 19 日向海南省海口 市中级人民法院提交《民事起诉状》，请求法院确认海南华阳投资集团有限公司 (以下简称"海南华阳")实际出资额并判令海南华阳向海南橡胶承担逾期出资 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（暂计至一 审起诉状提交之日）。2021 年 11 月 30 日，公司披露收到海南省海口市中级人民 法院一审《民事判决书》【（2020）琼 01 民初 238 号】，法院判决海南华阳向公司 支付因逾期缴纳出资产生的滞纳金等。2021 年 12 月 14 日，公司将收到海南华 阳《上诉状》的情 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603336 | 宏辉美疏 | 10.12 | -2.69% | 19.09万 | 1.96 Z | | 300511 | 雪榕生物 | 5.80 | -1.53% | 14.18万 | 8216.65万 | | 600883 | 博闻科技 | 8.20 | -0.85% | 2.91万 | 2386.49万 | | 300970 | 华绿生物 | 14.56 | -0.68% | 1 2.09万 | 3037.52万 | | 600371 | 万向德农 | 9.18 | -0.54% | 3.64万 | 3343.56万 | | 600359 | 新农开发 | 7.12 | -0.42% | 4.30万 | 3071.26万 | | 600598 | 北大荒 | 14.66 | -0.27% | 9.28万 | 1.36亿 | | 002215 | 诺普信 | 12.22 | -0.16% | 12.66万 | 1.54亿 | | 002041 ...

Core Points - The horse racing concept sector experienced a decline of 0.07% as of the market close on September 11, with notable declines in stocks such as Xinhua Duh and Zhongti Industry [1] - Among the horse racing concept stocks, *ST Zhengping, Zhujiang Piano, and Hainan Rubber saw increases of 2.05%, 1.30%, and 0.56% respectively [1] Sector Performance - The top-performing sectors today included: - Co-packaged optics (CPO) with a rise of 6.64% - Copper cable high-speed connection up by 5.89% - AI PC increasing by 5.20% - Chinese AI 50 up by 5.15% - F5G concept rising by 5.10% [2] - Conversely, the horse racing concept was among the sectors with the largest declines, alongside dairy and football concepts [2] Capital Flow - The horse racing concept sector saw a net outflow of 162 million yuan, with five stocks experiencing significant outflows. Zhongti Industry led with a net outflow of 73.03 million yuan, followed by Xinhua Duh with 63.69 million yuan [2] - Stocks with net inflows included Zhujiang Piano and Hainan Rubber, with inflows of 8.65 million yuan and 8.37 million yuan respectively [2] Individual Stock Performance - The following stocks had notable capital flows: - Zhongti Industry: -2.56% change with a turnover rate of 8.21% and a net outflow of 73.03 million yuan - Xinhua Duh: -2.72% change with a turnover rate of 17.71% and a net outflow of 63.69 million yuan - *ST Zhengping: +2.05% change with a turnover rate of 7.41% and a net outflow of 5.25 million yuan [2]

Group 1 - The horse racing concept sector increased by 2.40%, ranking second in terms of growth among concept sectors, with five stocks rising, including Xinhua Du reaching the daily limit, and *ST Zhengping, Luoniushan, and Zhongti Industry showing notable increases of 4.60%, 1.92%, and 1.45% respectively [1] - The leading stocks in terms of net inflow of main funds in the horse racing concept sector included Xinhua Du with a net inflow of 1.58 billion yuan, followed by Luoniushan and *ST Zhengping with net inflows of 1912.78 million yuan and 724.64 million yuan respectively [1] - The overall market performance showed that the horse racing concept sector attracted a net inflow of 1.52 billion yuan from main funds today [1] Group 2 - In terms of fund inflow ratios, Xinhua Du, Luoniushan, and *ST Zhengping had the highest net inflow rates of 21.21%, 9.48%, and 3.39% respectively [2] - The horse racing concept sector's fund inflow rankings highlighted Xinhua Du with a daily increase of 10.05% and a turnover rate of 14.14%, while Luoniushan and *ST Zhengping had increases of 1.92% and 4.60% respectively [2]

Core Viewpoint - Hainan Rubber's stock performance shows a slight decline with significant trading activity, indicating potential investor caution and a mixed sentiment in the market [1][2]. Financing Summary - On September 9, Hainan Rubber experienced a financing buy-in of 25.67 million yuan, with a net financing outflow of 388,300 yuan, reflecting a cautious approach from investors [1]. - The total financing and securities lending balance for Hainan Rubber reached 761 million yuan, with the financing balance accounting for 3.27% of the circulating market value, indicating a high level of financing activity compared to the past year [1]. - The securities lending activity showed a repayment of 30,590 shares and a sell-out of 3,180 shares, with a total securities lending balance of 3.32 million yuan, which is below the median level of the past year [1]. Financial Performance - For the first half of 2025, Hainan Rubber reported a revenue of 22.856 billion yuan, marking an 18.99% year-on-year increase, while the net profit attributable to shareholders was -176 million yuan, reflecting a 40.62% increase in losses compared to the previous year [2]. - Cumulatively, Hainan Rubber has distributed 1.179 billion yuan in dividends since its A-share listing, with 136 million yuan distributed over the past three years [3]. Shareholder Structure - As of July 10, the number of shareholders for Hainan Rubber decreased to 83,000, while the average circulating shares per person increased by 2.19% to 51,559 shares [2]. - The top circulating shareholders include Dongfanghong Qiheng Mixed A Fund, which reduced its holdings by 16.50 million shares, and Southern CSI 500 ETF, which increased its holdings by 3.52 million shares [3].

Group 1 - The domestic futures market for natural rubber is experiencing fluctuations, with the main contract opening at 15,960.00 CNY/ton and reaching a high of 16,260.00 CNY, reflecting a 2.20% increase [1] - The current market for natural rubber shows a strong upward trend, with institutions suggesting a slightly strong fundamental outlook despite speculative pressures [1] - The impact of weather conditions in major Asian rubber-producing regions is causing short-term market disturbances, particularly due to Typhoon "Jianyu" affecting Hainan's rubber industry [2] Group 2 - Hainan Rubber (601118) reported damage from Typhoon "Jianyu," with approximately 0.28 million mu of rubber plantation rendered unusable and an estimated reduction of 0.25 million tons in dry rubber output for the year [2] - The overall supply impact from the disaster is considered limited, but weather remains a critical variable until the end of the peak production season [2] - The price of natural rubber is expected to remain strong as it approaches the end of the year, with seasonal trends indicating a tendency for prices to rise [2]

Group 1 - The overseas investment enthusiasm for Chinese stock ETFs has surged, with significant net inflows recorded in August [4][5] - Five major Chinese stock ETFs have reached a combined asset scale of $26.6 billion, marking an increase of approximately $2.3 billion, or nearly 10%, since the end of July [5] - The inflow is particularly strong for technology-related ETFs, indicating a positive outlook from international investors towards Chinese assets [4] Group 2 - The People's Bank of China and the Ministry of Finance have emphasized the importance of coordinated fiscal and monetary policies to support economic recovery [3] - The meeting highlighted the achievements of the joint working group established last year and discussed various topics including government bond issuance and offshore RMB bond mechanisms [3] Group 3 - The data factor market in China is rapidly developing, with over 500 digital technology companies established by central enterprises [8][9] - The market potential is significant, with predictions that the data factor market will exceed 200 billion yuan this year [9] Group 4 - The real estate market is expected to see increased activity during the "Golden September and Silver October" period, with various promotional events and policies aimed at stabilizing the market [10] - This year's events are characterized by longer durations and a wider variety of participating companies, reflecting stronger support for the market [10] Group 5 - The A-share market is experiencing fluctuations, with the Shanghai Composite Index closing at 3813.56 points, down 1.16% [20] - The Hong Kong stock market also showed a downward trend, with major indices declining [21] Group 6 - Companies like SF Holding and Taiji Group have initiated share buybacks, reflecting confidence in their stock performance [24][25] - Iron Flow Co. has signed a framework agreement with a robotics research institute to enhance its capabilities in robot component design and manufacturing [26]

Core Viewpoint - The company has reported damages due to a typhoon, affecting its rubber plantations and production facilities, but has initiated recovery efforts and has insurance coverage to mitigate financial impacts [1][2]. Group 1: Damage Assessment - The typhoon caused damage to the company's biological assets and fixed assets, with approximately 0.28 thousand acres of rubber plantation reported as unusable and around 360,000 rubber trees affected [1]. - The estimated reduction in dry rubber production for the year is about 0.25 thousand tons [1]. Group 2: Recovery Efforts - The company has organized personnel for safety inspections and post-disaster recovery, including clearing roads and stabilizing fallen rubber trees to restore production operations [1]. - All affected subsidiaries have resumed production operations following the disaster [1]. Group 3: Insurance and Financial Impact - The company has insurance coverage for the damaged assets, with an initial advance payment of 5 million yuan for rubber tree cost insurance [2]. - The losses from the typhoon are expected to have a limited impact on the company's overall performance, as the affected subsidiaries contribute less than 4% to the total annual revenue [2]. - The disaster is anticipated to have some effect on the company's 2025 operating performance, but it will not significantly hinder future sustainable development [2].

证券代码：601118 证券简称：海南橡胶 公告编号：2025-055 海南天然橡胶产业集团股份有限公司 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。 三、青苗补偿款 根据《海南省人民政府关于公布全省征地区片综合地价的通知》，公司近日 收到儋州市西区供水及配水管道工程等征地项目的青苗补偿款 4,363,823.00 元， 征地协议约定的条件达成时确认为营业外收入。 以上具体会计处理最终以审计机构审计确认后的结果为准，敬请广大投资者 注意投资风险。 特此公告。 海南天然橡胶产业集团股份有限公司 董 事 会 一、橡胶收入保险赔款 根据《海南橡胶 2025 年橡胶收入保险项目保险协议》的约定，2025 年 4 月 期间因病虫害导致收入损失，触发保险赔付条件，经査勘定损，确定保险赔付金 额为 54,202,559.89 元。公司近日已收到赔付款项，会计核算记入其他收益。 二、橡胶树保险赔款 根据《海南橡胶 2025 年橡胶树物化成本保险项目保险协议》的约定，2025 年 4-5 月期间因病虫害触发保险赔付条件，经查勘定损，确定保险赔 ...

Group 1: Share Buybacks - SF Holding conducted its first share buyback on September 3, 2025, repurchasing 1.185 million A-shares for a total amount of 49.78 million yuan, accounting for 0.02% of the total share capital, with an average price of 42.01 yuan per share [1] - Taiji Group repurchased 448,800 shares on the same day, representing 0.08% of its total share capital, with a total expenditure of 9.9185 million yuan and a price range of 22.01 to 22.28 yuan per share [2] - New Zhonggang repurchased 601,300 shares, which is 0.15% of its total share capital, for a total of approximately 5.26 million yuan, with prices ranging from 8.69 to 8.81 yuan per share [3] Group 2: Strategic Partnerships and Agreements - Tieliu Co. signed a framework agreement with the Yangtze River Delta Hart Robot Industry Technology Research Institute to enhance its capabilities in robot key component design and manufacturing [4] - The company aims to leverage its core advantages in mold development and precision processing to extend its strategic reach into the core components of robotics [4] Group 3: Stock Trading and Suspensions - Tianpu Co. will suspend trading from September 4, 2025, due to multiple instances of abnormal stock price fluctuations from August 22 to September 3, 2025 [5] - The company is conducting a review to protect investor interests in light of these trading anomalies [5] Group 4: Shareholder Changes - Hangzhou High-tech's controlling shareholder has changed to Beijing Jirong Weiye Energy Technology Co., which now holds 19.03% of the company's total shares [7] Group 5: Contracts and Financial Impacts - Robotech's subsidiary signed a significant contract worth approximately 9.465 million euros, which is expected to have a positive impact on the company's financial performance [8] - Jiashun Feihong secured a contract worth about 5.8416 million USD for upgrading South Africa's core railway network, marking a milestone in its overseas projects [9]