格隆汇1月18日丨华立股份(603038.SH)发布公告，公司于2026年1月18日收到上海证券交易所下发的 《关于对东莞市华立实业股份有限公司收购事项的问询函》(上证公函【2026】0064号，以下简称"《问 询函》")。 ...

证券代码：603038 证券简称：华立股份 公告编号：2026-002 东莞市华立实业股份有限公司 关于收到上海证券交易所问询函的公告 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。 东莞市华立实业股份有限公司（以下简称"公司"）于 2026 年 1 月 18 日收 到上海证券交易所下发的《关于对东莞市华立实业股份有限公司收购事项的问询 函》（上证公函【2026】0064 号,以下简称"《问询函》"），有关内容如下： 2026 年 1 月 16 日，公司公告拟以 4,750 万港元收购港交所上市公司升 辉清洁集团控股有限公司（以下简称"升辉清洁"或"标的公司"，股票代码 2521.HK）19%股权。公司公告称，本次交易不构成关联交易、不构成重大资产重 组，也无需提交公司股东会审议。根据本所《股票上市规则》第 13.1.1 条等有 关规定，现请你公司核实并披露以下事项。 1.关于交易目的。公司上市以来主营装饰复合材料业务，2024 年 11 月通过 收购开始从事水务业务、膜滤材料相关业务。2025 年 10 月 30 日，公司公 ...

Core Viewpoint - The company announced that it received an inquiry letter from the Shanghai Stock Exchange regarding its acquisition plans, indicating regulatory scrutiny over the transaction [1] Group 1: Acquisition Details - The company plans to acquire a 19% stake in Shenghui Clean for HKD 47.5 million [1] - The inquiry letter requests clarification on the purpose of the investment, its necessity, and associated risks [1] Group 2: Regulatory Requirements - The Shanghai Stock Exchange requires the company to explain the pricing basis for the transaction and the reasons for the target company's performance decline [1] - The company must disclose its response to the inquiry letter within five trading days [1] Group 3: Insider Information Management - The inquiry also addresses the management of insider information during the acquisition process and the verification of transactions by informed parties [1]

Group 1 - The core point of the article is that the Shanghai Stock Exchange has issued an inquiry letter to Huali Co., Ltd. regarding its proposed acquisition of a 19% stake in Shenghui Clean Group Holdings Limited for HKD 47.5 million, raising questions about the strategic rationale behind this cross-industry investment [1] - The company has been primarily engaged in decorative composite materials and has recently expanded into water services and membrane filtration materials, indicating a shift in its business focus [1] - The inquiry highlights concerns over the company's negative cash flow of -90 million yuan for the first nine months of 2025, a significant decline from the positive cash flow in the same period of 2024 [1] Group 2 - The article discusses the rapid growth of SpaceX's Starlink service, which has seen a 114-fold increase in users over four and a half years, indicating its significance in international conflicts [2] - SpaceX's valuation has surpassed 5.5 trillion yuan, with the U.S. government being a key supporter of its initiatives [2]

Group 1 - The core point of the article is that Huayi Co., Ltd. is acquiring a 19% stake in Shenghui Clean (HK02521) for 47.5 million HKD, which is significantly below its market value of approximately 393 million HKD, representing only 12% of the market price [1][3][4] - The acquisition is part of Huayi's strategy to leverage core resources and capabilities for collaborative growth in internationalization, intelligence, and marketization, enhancing both companies' competitiveness and industry influence [2] - The purchase price of 0.128 HKD per share is based on Shenghui Clean's public market price and net asset value, considering the strategic cooperation's synergistic value and the limited liquidity of the shares [3][4] Group 2 - Shenghui Clean's projected net profit for 2024 is 49.226 million HKD, with 7.943 million HKD for the first half of 2025 [3] - The stock price of Shenghui Clean saw a significant increase prior to the announcement, with a rise of over 15% shortly after the market opened on January 16, and a total increase of nearly 30% by the afternoon [4][5] - The acquisition reflects Huayi's position as a strategic investor rather than a financial one, justifying the discounted entry price due to the additional resources and risks involved [3][4]

证券代码：603038 证券简称：华立股份 公告编号：2026-001 风险提示： 审批与交割过户风险：本次交易资金来源于香港子公司的自有或境外自筹资 金，属于企业投资的境外企业开展境外再投资，在完成境外法律手续后，尚需向 商务主管部门事后报告。但若在后续推进过程中，其资金性质被主管机关认定为 构成新的境外投资，则存在需要履行境内境外投资备案（核准）程序的风险，可 能导致本次交易的延期、调整或终止。本次交易尚需在协议约定的交割先决条件 满足后方可达成。因此，本次交易能否顺利完成交割以及交割过户时间均存在不 确定性。 汇率波动风险：本次投资标的以港币计价和交易，而公司的财务报表以人民 币为记账本位币。在持有期间及未来处置时，港币兑人民币的汇率波动将直接影 响该项投资以人民币计量的资产价值及损益，可能对公司财务报表产生波动影响。 东莞市华立实业股份有限公司 关于全资子公司购买升辉清洁集团控股有限公司 19%股权的公告 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： 东莞市华立实业股份有限公司（以下简称"公司"或"华 ...

华立股份公告，公司全资子公司华立（亚洲）实业有限公司与升辉清洁集团控股有限公司的股东 Cleanness Investment Holdings Limited（日出清洁）及陈黎明签署股份买卖协议，华立亚洲以4,750万港 元自有或自筹资金购买日出清洁所持有的升辉清洁19%的股份。本次交易事项已事先经公司董事会战略 发展委员会和董事会审计委员会 审议通过后提交董事会审议通过。本次交易未达到股东会审议标准。 ...

Core Viewpoint - Shenghui Clean (02521) announced a conditional sale agreement where its major shareholder, Sunrise Clean Investment Holdings Limited, will sell approximately 370 million shares, representing 19% of the company's issued shares, to Huali (Asia) Industrial Limited, which is wholly owned by Dongguan Huali (603038.SH) [1] Group 1 - The seller, controlled by Executive Director Chen Liming, will retain approximately 122.8 million shares post-transaction, equating to about 6.3% of the issued shares, and will no longer be the major shareholder [1] - The buyer will acquire rights to approximately 370 million shares, making it the major shareholder with a 19% stake in the company [1]

Core Viewpoint - The company Shenghui Clean (02521) announced a conditional sale agreement involving the transfer of approximately 370 million shares, representing 19% of the total issued shares, from its major shareholder to Huali (Asia) Industrial Co., Ltd. [1] Group 1 - The seller, Sunrise Clean Investment Holdings Limited, is wholly owned by Executive Director Chen Liming [1] - The buyer, Huali (Asia) Industrial Co., Ltd., is fully owned by Dongguan Huali (603038.SH) [1] - Upon completion of the sale, the seller will retain approximately 122.8 million shares, equating to about 6.3% of the total issued shares, and will no longer be the major shareholder [1] Group 2 - The buyer will acquire rights to approximately 370 million shares, which will make it the major shareholder with a stake of about 19% of the total issued shares [1]

Market Overview - The renovation and building materials sector experienced a decline of 0.43% on January 16, with Yibang Diao Ding leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the renovation and building materials sector included: - Huali Co., Ltd. (603038) with a closing price of 19.67, up 10.01% and a trading volume of 202,000 shares, totaling 385 million yuan [1] - Zhonggang Luonai (688119) closed at 8.52, up 6.10% with a trading volume of 753,800 shares, totaling 639 million yuan [1] - Kexin New Materials (920580) closed at 16.53, up 5.42% with a trading volume of 68,700 shares, totaling 11.3 million yuan [1] - Conversely, Yibang Diao Ding (002718) saw a significant decline of 10.00%, closing at 55.53 with a trading volume of 33,700 shares, totaling 187 million yuan [2] - Other notable decliners included: - Jingxue Shinen (301010) down 3.40% [2] - Luopusi Jin (002333) down 3.32% [2] Capital Flow - The renovation and building materials sector saw a net inflow of 27.67 million yuan from institutional investors, while retail investors experienced a net outflow of 155 million yuan [2] - The capital flow for key stocks included: - Huali Co., Ltd. (603038) had a net inflow of 80.97 million yuan from institutional investors [3] - Zhonggang Luonai (688119) saw a net inflow of 35.62 million yuan from institutional investors [3] - Yibang Diao Ding (002718) had a net inflow of 15.37 million yuan from institutional investors [3]