第二条 本制度所称信息披露是指达到证券监管部门关于公司信息披露的标准 要求，根据相关法律、法规、部门规章及证券监管部门的规范性文件，将可能对 公司股票及衍生品种价格产生较大影响而投资者尚未得知的重大信息，在规定时 间内，通过规定的媒体，以规定的方式向社会公众公布，并在证券监管部门备案 。 第三条 本制度所指信息是指可能对公司证券及其衍生品种交易价格或对投资 者作出价值判断和投资决策产生较大影响的信息及证券监管机构要求披露的其他 信息。 第四条 公司的信息披露义务人包括但不限于： 第一章 总 则 第一条 为规范南通海星电子股份有限公司（以下简称"公司"）的信息披露行 为，加强信息披露事务管理，保护投资者合法权益，根据《中华人民共和国公司 法》（以下简称"《公司法》"）《中华人民共和国证券法》（以下简称"《证券法 》"）《上市公司信息披露管理办法》《上海证券交易所股票上市规则》（以下简 称"《股票上市规则》"）等法律、法规及《公司章程》的有关规定，制定本制度 。 （一）公司及公司董事、高级管理人员； （二）公司股东、实际控制人； （三）公司收购人、重大资产重组、再融资、重大交易有关各方等自然人、 单位及相关人员； ...

海星股份公告，第三季度营收为6.19亿元，同比增长21.37%；净利润为8081.94万元，同比增长 51.82%。前三季度营收为17.11亿元，同比增长21.45%；净利润为1.47亿元，同比增长41.41%。 ...

Group 1 - The core viewpoint of the news is that Haixing Co., Ltd. has seen a significant increase in its stock price, rising by 5.17% to reach 19.33 CNY per share, with a total market capitalization of 4.676 billion CNY [1] - Haixing Co., Ltd. specializes in the research, production, and sales of aluminum electrolytic capacitor electrode foils, with its main business revenue composition being 95.29% from chemical foils, 4.35% from etched foils, and 0.35% from other sources [1] - The company is located in Nantong, Jiangsu Province, and was established on January 8, 1998, with its listing date on August 9, 2019 [1] Group 2 - Among the top circulating shareholders of Haixing Co., Ltd., CITIC Prudential Fund has a fund that entered the top ten shareholders, holding 875,800 shares, which accounts for 0.37% of the circulating shares [2] - The CITIC Prudential Multi-Strategy Mixed Fund (LOF) A has achieved a year-to-date return of 42.89% and a one-year return of 51.09%, ranking 1269 out of 8154 and 629 out of 8025 respectively [2] - The fund was established on June 16, 2017, and currently has a total scale of 1.245 billion CNY [2]

Core Viewpoint - Haixing Co., Ltd. (SH603115) reached its daily limit up on October 20, 2025, with a price of 19.47 yuan, marking a 10% increase, and a total market capitalization of 4.71 billion yuan, driven by factors including the demand for electrode foils in the growing new energy sector and positive expectations for the upcoming Q3 report [1] Group 1 - Haixing Co., Ltd. specializes in the research, production, and sales of electrode foils for aluminum electrolytic capacitors, with products such as formation foils and corrosion foils, widely used in consumer electronics, smart terminals, industrial control, 5G, industrial internet, new energy generation, and new energy vehicles [1] - The rapid development of the new energy industry, particularly in new energy generation and electric vehicles, has created new business growth points for the company, supporting its stock price [1] - The electrode foil sector has gained market attention recently, with other companies in the industry showing active stock performance, indicating a stable growth in market demand for electrode foils [1] Group 2 - The market has positive expectations for Haixing Co., Ltd.'s Q3 report, which is set to be released on October 29, 2025, attracting investor interest [1] - Data from Dongfang Caifu indicates that there was a certain inflow of funds into the electronic components sector on the same day, with Haixing Co., Ltd. being favored among stocks in this sector [1] - Technical indicators suggest that if the MACD forms a golden cross and the stock price breaks through significant resistance levels, it could further stimulate investor buying, contributing to the stock's limit up [1]

Market Overview - On October 15, the industrial metals sector rose by 2.66% compared to the previous trading day, with Zhongfu Industrial leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers in Industrial Metals - Zhongfu Industrial (600595) closed at 6.15, up 10.02% with a trading volume of 2.38 million shares and a turnover of 1.424 billion yuan [1] - Shenhuo Co. (000933) closed at 22.44, up 5.90% with a trading volume of 771,400 shares and a turnover of 1.71 billion yuan [1] - Hongchuang Holdings (002379) closed at 18.79, up 5.74% with a trading volume of 242,100 shares and a turnover of 447.1 million yuan [1] Top Losers in Industrial Metals - Huayu Mining (601020) closed at 30.45, down 2.90% with a trading volume of 758,300 shares and a turnover of 2.279 billion yuan [2] - Xinweiling (920634) closed at 29.81, down 2.84% with a trading volume of 39,200 shares and a turnover of 1.16 million yuan [2] - Baiyin Nonferrous Metals (601212) closed at 5.40, down 2.35% with a trading volume of 4.6459 million shares and a turnover of 2.488 billion yuan [2] Capital Flow Analysis - The industrial metals sector experienced a net outflow of 682 million yuan from institutional investors, while retail investors saw a net inflow of 991 million yuan [2] - Major stocks like Zijin Mining (668109) had a net inflow of 563 million yuan from institutional investors, while retail investors had a net outflow of 205 million yuan [3] - Zhongfu Industrial (600595) saw a net inflow of 145 million yuan from institutional investors, but a net outflow of 10.3 million yuan from retail investors [3]

Group 1 - The core viewpoint of the news is that Haixing Co., Ltd. has seen a significant increase in its stock price, rising by 5.47% to reach 19.10 CNY per share, with a total market capitalization of 4.62 billion CNY [1] - Haixing Co., Ltd. is primarily engaged in the research, production, and sales of aluminum electrolytic capacitor electrode foils, with its main business revenue composition being 95.29% from chemical foils, 4.35% from etched foils, and 0.35% from other sources [1] - The company is located in Nantong City, Jiangsu Province, and was established on January 8, 1998, with its listing date on August 9, 2019 [1] Group 2 - Among the top ten circulating shareholders of Haixing Co., Ltd., CITIC Prudential Fund has a fund that entered the list, holding 875,800 shares, which accounts for 0.37% of the circulating shares [2] - The CITIC Prudential Multi-Strategy Mixed Fund (LOF) A has achieved a year-to-date return of 38.84%, ranking 1535 out of 8161 in its category, and a one-year return of 51.83%, ranking 742 out of 8015 [2] - The fund was established on June 16, 2017, and currently has a total scale of 1.245 billion CNY [2]

Group 1 - The core point of the news is that Haixing Co., Ltd. has seen a stock price increase of 5.13%, reaching 19.26 CNY per share, with a total market capitalization of 4.659 billion CNY as of September 30 [1] - Haixing Co., Ltd. is primarily engaged in the research, production, and sales of aluminum electrolytic capacitor electrode foils, with its main business revenue composition being 95.29% from chemical foils, 4.35% from etched foils, and 0.35% from other sources [1] Group 2 - Nanhua Fund has a significant holding in Haixing Co., Ltd., with its Nanhua Fengrui Quantitative Stock Mixed A Fund (021995) holding 96,200 shares, accounting for 1.84% of the fund's net value, making it the eighth largest holding [2] - The Nanhua Fengrui Quantitative Stock Mixed A Fund has achieved a year-to-date return of 20.23%, ranking 4578 out of 8167 in its category [2] Group 3 - The fund manager of Nanhua Fengrui Quantitative Stock Mixed A Fund is Huang Zhigang, who has a tenure of 13 years and 195 days, with the fund's total asset size being 516 million CNY [3] - During Huang Zhigang's tenure, the best fund return was 196.59%, while the worst return was -28.86% [3]

Group 1 - The industrial metal sector experienced a significant increase of 4.08% on September 1, with Huayu Mining leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] - Notable performers in the industrial metal sector included Huayu Mining, which rose by 10.02% to a closing price of 28.12, and Haixing Co., which increased by 10.01% to 21.43 [1] Group 2 - The industrial metal sector saw a net inflow of 696 million yuan from institutional investors, while retail investors experienced a net outflow of 613 million yuan [2] - The top stocks by net inflow from institutional investors included Jiangxi Copper with a net inflow of 223 million yuan and Huayu Mining with 178 million yuan [3] - Conversely, retail investors showed significant outflows from stocks like Huayu Mining and Yuguang Jin Lead, with outflows of 9425.62 million yuan and 9490.63 million yuan respectively [3]

Core Viewpoint - The report outlines the equity change of Nantong Haixing Electronics Co., Ltd., indicating a reduction in shareholding by its major shareholders due to funding needs, resulting in a decrease in their total shareholding percentage from 66.47% to 65.00% [10][12][13]. Group 1: Shareholding Changes - The total number of shares held by Nantong Xinhaixing Investment Group, Nantong Lianli Investment Management, and Jiangsu Zhonglian Technology Group before the equity change was 160,784,000 shares, accounting for 66.47% of the total shares [10][11]. - After the equity change, the total number of shares held by these entities decreased to 157,228,800 shares, representing 65.00% of the total shares [10][12]. - The reduction in shareholding was specifically due to Jiangsu Zhonglian Technology Group selling 3,555,200 shares through centralized bidding from July 21, 2025, to August 28, 2025, which corresponds to a decrease of 1.47% [11][13]. Group 2: Purpose and Future Plans - The purpose of this equity change is attributed to the funding needs of the information disclosure obligors, leading to the decision to reduce their holdings in the listed company [10][12]. - As of the report's signing date, it remains uncertain whether the information disclosure obligors will increase or decrease their holdings in the next 12 months, with a commitment to comply with relevant disclosure obligations if any changes occur [10][12]. Group 3: Compliance and Legal Statements - The report confirms that the information disclosure obligors have obtained necessary authorizations and approvals for the report, ensuring compliance with relevant laws and regulations [2][4]. - The information disclosure obligors affirm that the report does not contain any false records, misleading statements, or significant omissions, and they bear legal responsibility for its authenticity and completeness [2][12].

Core Viewpoint - The announcement details a change in equity ownership involving the major shareholder and its concerted parties, indicating a reduction in their total shareholding percentage from 65.28% to 65.00% [1][2] Group 1: Shareholding Changes - The major shareholder, Jiangsu Zhonglian Technology Group Co., Ltd., reduced its shareholding from 189.68 million shares (0.78%) to 122.88 million shares (0.51%) through centralized bidding on August 28, 2025 [1][2] - The total shareholding of the major shareholders before the change was 15,789.68 million shares (65.28%), which decreased to 15,722.88 million shares (65.00%) after the change [2] Group 2: Compliance and Regulations - The equity change does not lead to a change in the control of the company [1] - The reduction complies with relevant laws and regulations, including the Interim Measures for the Administration of Shareholders' Reduction of Shares and the Self-Regulatory Guidelines for Listed Companies [2]