（文章来源：每日经济新闻） 每经AI快讯，11月26日，新亚强涨停走出2连板，2天累计涨幅达21.0%。 ...

Industry News - The National Space Administration has issued an action plan for promoting high-quality and safe development of commercial aerospace from 2025 to 2027, which includes the establishment of a national commercial aerospace development fund to encourage long-term, strategic, and value investments by local governments, financial institutions, and social capital [3] - The State Taxation Administration reported that from January to October 2025, tax authorities have investigated 3,904 high-risk gas stations, recovering tax and penalties totaling 3.644 billion yuan, in collaboration with public security, commerce, and market regulation departments to promote fair competition in the market [3] - The National Bureau of Statistics announced plans to promote state-owned enterprises to break down data barriers and actively open data resources for efficient and secure cross-enterprise and cross-industry data flow [3] - The Cyberspace Administration has recently cracked down on several illegal mobile internet applications that failed to implement regulations on labeling AI-generated content, taking measures such as interviews, deadlines for corrections, and removals [3] Company News - Tianfu Communication announced that its controlling shareholder, Tianfu Renhe, transferred 3.011 million shares for a total amount of 422 million yuan [6] - Alibaba Group reported its Q2 FY2026 earnings, with revenue of 247.8 billion yuan, a year-on-year increase of 4.8%, and adjusted net profit of 10.35 billion yuan. The Cloud Intelligence Group's revenue reached 39.82 billion yuan, up 34% year-on-year [6] - Shannon Semiconductor announced that its directors and executives plan to reduce their holdings by no more than 270,000 shares [7] - Upwind New Materials announced the election of Peng Zhihui as chairman and the appointment of Tian Hua as CEO [8] - Century Huatong announced that it has obtained a commitment letter for a stock repurchase special loan from China Merchants Bank of no more than 900 million yuan [9] - Heng Rui Pharmaceutical announced that its innovative drug HRS-8364 for the treatment of advanced solid tumors has received clinical trial approval, with no similar drugs approved for market in China and abroad [9] - Fusenmei announced that its deputy general manager and board secretary, Zhang Fengshu, is under investigation and has been placed under detention [10] - NIO released its Q3 2025 earnings report, with revenue of 21.79 billion yuan, a year-on-year increase of 16.7% and a quarter-on-quarter increase of 14.7%. The revenue guidance for Q4 indicates a year-on-year growth of 66% to 73%, reaching a historical high [10] - Guosheng Technology announced plans to acquire 100% equity of Fuyue Technology for 240.6 million yuan, with the target company primarily engaged in the research, production, and sales of high-precision new lithium battery components [10] - Huayou Cobalt announced a supply agreement for ultra-high nickel ternary cathode materials with Yiwei Lithium Energy, aiming to enhance its market share in lithium battery new energy materials [10] - Demingli announced plans to raise no more than 3.2 billion yuan for solid-state drives and memory product expansion projects [11] - Dayang Electric announced an investment of 10 million yuan to participate in an industrial fund, focusing on products related to embodied robots and mechanical arms [12] - Junting Hotel announced that its controlling shareholder is planning a change in company control, leading to a stock suspension [13] - Yidian Tianxia announced that its second-largest shareholder, Ningbo Zhongdianyi, has cumulatively reduced its holdings by 13.9712 million shares from October 28 to November 25 [14]

Core Viewpoint - The transfer of control from the founder's family to the Handan Municipal Government's State-owned Assets Supervision and Administration Commission is expected to bring new development momentum to the company, which has faced declining performance in recent years [7]. Group 1: Share Transfer Details - On November 24, the company's controlling shareholder, Chulin, signed a share transfer agreement to sell approximately 94.42 million shares at a price of 20.76 yuan per share, totaling 1.96 billion yuan [2]. - After the transfer, the new controlling shareholder will be the Chengxin Fund, which will hold about 29.90% of the company's total shares [2]. - The Chengxin Fund has committed not to transfer control for seven years and will not transfer its shares for 18 months after the transfer [2][3]. Group 2: Company Performance - New Asia Strong has experienced a decline in operating performance over the past three years, with total revenues of 1.134 billion yuan in 2022, 675 million yuan in 2023, and 721 million yuan in 2024, with 451 million yuan reported in the first three quarters of 2025 [4]. - The net profit attributable to shareholders has also decreased, from 302 million yuan in 2022 to 79 million yuan in the first three quarters of 2025, reflecting a significant drop in profitability [4]. - The company reported a 32.58% decline in net profit after deducting non-recurring items in the first three quarters of 2025, primarily due to a decrease in product gross margins [4]. Group 3: Strategic Adjustments - In response to market challenges, the company has undertaken strategic adjustments and operational management to enhance its resilience and capitalize on growth opportunities in sectors such as semiconductors, new energy, and personal care [5]. - The company aims to achieve significant growth in its electronic chemicals, functional additives, and specialty silicone materials businesses [5].

Core Viewpoint - The actual controller of Xinyaqiang (603155) will change to the Handan State-owned Assets Supervision and Administration Commission following a share transfer agreement, leading to a significant stock price increase on the announcement date [2][3]. Group 1: Share Transfer Details - On November 24, Xinyaqiang's controlling shareholder, Chulin, signed a share transfer agreement to sell 94.42 million shares to Chengxin Fund, which is controlled by the Handan State-owned Assets Supervision and Administration Commission, representing 29.90% of the company's total share capital [2]. - After the transaction, Chulin and her associate, Chuyajun, will hold a combined 17.61% of the shares [2]. - Chengxin Fund has committed not to transfer control for seven years after acquiring it, while Chulin will not seek control to ensure the transfer [2]. Group 2: Financial Implications - The total transfer price is set at 1.96 billion yuan, equating to 20.76 yuan per share, which is a 15% premium over the closing price of 18.02 yuan on the announcement date and a 26% premium over the previous day's closing price of 16.38 yuan [3]. - Xinyaqiang's current market capitalization is 5.7 billion yuan [3]. Group 3: Company Background and Performance - Xinyaqiang specializes in organic silicon fine chemicals, with products including functional additives and phenyl chlorosilane, used in strategic emerging industries such as new materials, pharmaceuticals, and renewable energy [3]. - The company reported a year-on-year decline of approximately 20% in both revenue and net profit for the first three quarters of the year, attributed to market demand adjustments and price declines [3]. - The previous actual controllers, Chuyajun and Chulin, are father and daughter, with Chuyajun still serving as chairman and general manager [3]. Group 4: Strategic Intentions - The transaction aims to integrate and leverage both parties' strengths to promote higher quality and sustainable development for the listed company, optimizing the shareholder structure and enhancing credit levels and risk resistance [4]. - Chengxin Fund intends to fulfill its responsibilities as a controlling shareholder diligently, utilizing its industrial resources to enhance the company's value and promote high-quality development [4].

【大河财立方消息】11月25日晚间，新亚强硅化学股份有限公司（证券简称：新亚强，证券代码：603155）公告，邯郸市国资委将成为公司的 实际控制人。当日，新亚强股价涨停。 公告显示，11月24日，新亚强控股股东、实际控制人之一初琳与邯郸市城欣股权投资基金合伙企业（有限合伙）（简称"城欣基金"）签署了股 份转让协议，约定初琳将其持有的9442.03万股新亚强股份转让给城欣基金。 城欣基金由邯郸市国资委旗下邯郸市城运融通控股有限公司作为有限合伙人，持有99%份额。 | | 是否发生变更 | 变更前姓名 | 変更后姓名/名称 | | --- | --- | --- | --- | | 控股股东 | 区是 □否 | 初环 | 邯郸市城欣股权投资基金合伙企 | | | | | 业(有限合伙) | | 实际控制人 | ☑畳 □否 | 初亚军、初琳 | 邯郸市人民政府国有资产监督管 | | | | | 理委员会 | | 变更方式(可多选) | 团协议转让 □司法划转/拍卖 | | □定向增发 | | | □破产重整引入重整投资人 | | | | | □行政划转或者变更 | | | | | □一致行动协议签署/解除/变更 | ...

Core Viewpoint - The article discusses the proposed transfer of control of Xinyaqiang, a leading organic silicon additive company, to Handan State-owned Assets Supervision and Administration Commission, following a share transfer agreement signed by the current controlling shareholder, Chu Lin [2][8]. Group 1: Share Transfer Details - On November 24, Chu Lin signed a share transfer agreement to sell 94.42 million shares at a price of 20.76 CNY per share, totaling approximately 1.96 billion CNY [8][7]. - After the transfer, the new controlling shareholder, Chengxin Fund, will hold 29.90% of Xinyaqiang's shares, while Chu Lin will retain 16.09% [9][8]. - The share transfer represents a premium of about 26.7% compared to the closing price of 16.38 CNY per share on November 24 [8][7]. Group 2: Company Performance and Financials - Xinyaqiang has experienced significant revenue fluctuations, with a reported revenue of 451 million CNY for the first three quarters of 2025, a year-on-year decrease of 19.05% [17]. - The net profit attributable to shareholders for the same period was approximately 78.85 million CNY, down 20.39% year-on-year, primarily due to declining product margins [17]. - Despite the performance volatility, Xinyaqiang maintains a strong cash position and has a high dividend payout ratio, with a total dividend payment rate of 193% in 2024 [17][10]. Group 3: Strategic Intentions - The share transfer aims to optimize the shareholder structure and enhance the company's credit level and risk resistance, while also expanding brand influence and new business development capabilities [10][12]. - Chengxin Fund has committed not to transfer control for seven years after acquiring it [12]. - Xinyaqiang is actively exploring sustainable investment opportunities in advanced materials, semiconductors, and high-end equipment sectors [17].

Core Viewpoint - The recent share transfer agreement between Chu Lin and Chengxin Fund marks a significant change in the control structure of Xinyaqiang, with the latter becoming the new controlling shareholder and the actual controller being the Handan State-owned Assets Supervision and Administration Commission [2][3]. Group 1: Share Transfer Details - Chu Lin transferred 94.42 million shares to Chengxin Fund, which now holds 29.90% of Xinyaqiang's total share capital [3]. - After the transfer, Chu Lin and her father, Chu Yajun, hold a combined 17.61% of the company's shares [3]. - The total consideration for the share transfer is 1.96 billion yuan, with a per-share price of 20.76 yuan, representing a 15% premium over the closing price of 18.02 yuan and a 26% premium over the previous day's closing price of 16.38 yuan [3]. Group 2: Company Background and Performance - Xinyaqiang primarily engages in the production of silicone fine chemicals, including functional additives and phenyl chlorosilane, serving strategic emerging industries such as new materials, pharmaceuticals, and renewable energy [5]. - The company reported a year-on-year decline of approximately 20% in both revenue and net profit for the first three quarters of the year, attributed to market demand adjustments and price declines [5]. Group 3: Future Outlook and Commitments - Both Chu Yajun and Chu Lin expressed that the transaction aims to integrate and leverage both parties' strengths to promote higher quality and sustainable development for the listed company [6]. - Chengxin Fund committed to not transferring control for seven years post-acquisition and aims to enhance the company's creditworthiness and risk resistance [3][6].

每经AI快讯，新亚强（SH 603155，收盘价：18.02元）11月25日晚间发布公告称，新亚强硅化学股份有 限公司控股股东、实际控制人之一初琳女士于2025年11月24日与邯郸市城欣股权投资基金合伙企业（有 限合伙）签署了《关于新亚强硅化学股份有限公司之股份转让协议》，约定初琳女士将其持有的约9442 万股无限售条件流通股以20.76元/股的价格转让给城欣基金。本次协议转让完成后，公司控股股东将由 初琳女士变更为邯郸市城欣股权投资基金合伙企业（有限合伙），实际控制人将由初亚军先生、初琳女 士变更为邯郸市人民政府国有资产监督管理委员会。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——688496，被证监会立案！刚上市业绩就变脸，亏损超1亿元；核心产品受重 创：第一大客户"自产自用"，减少采购 （记者 胡玲） 2024年1至12月份，新亚强的营业收入构成为：化工占比95.62%，其他业务占比4.38%。 截至发稿，新亚强市值为57亿元。 ...

本次协议转让完成后，公司控股股东将由初琳女士变更为邯郸市城欣股权投资基金合伙企业(有限合 伙)，实际控制人将由初亚军先生、初琳女士变更为邯郸市人民政府国有资产监督管理委员会。 智通财经APP讯，新亚强(603155.SH)发布公告，公司控股股东、实际控制人之一初琳女士于2025年11月 24日与邯郸市城欣股权投资基金合伙企业(有限合伙)(简称"城欣基金")签署了《关于新亚强硅化学股份 有限公司之股份转让协议》，约定初琳女士将其持有的9442.03万股无限售条件流通股以20.76元/股的价 格转让给城欣基金。 ...

新亚强硅化学股份有限公司 简式权益变动报告书 上市公司名称：新亚强硅化学股份有限公司 股票上市地点：上海证券交易所 股票简称：新亚强 股票代码：603155 信息披露义务人一：初亚军 住所：北京市东城区东花市南里 通讯地址：北京市东城区东花市南里 信息披露义务人二：初琳 住所：北京市东城区东花市南里 通讯地址：北京市东城区东花市南里 股份变动性质：股份减少（协议转让） 2025 年 11 月 25 日 信息披露义务人声明 一、本报告书系根据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 及其他相关法律法规编写。 二、信息披露义务人签署本报告书不需要获得必要的授权和批准，其履行亦 不违反《新亚强硅化学股份有限公司章程》或内部规则中的任何条款，或与之相 冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定，本报 告书已全面披露了信息披露义务人在新亚强硅化学股份有限公司中拥有权益的 股份变动情况。 第一节 释义 本权益变动报告书中，除非另有所指， ...