证券代码：603155 证券简称：新亚强 公告编号：2025-066 新亚强硅化学股份有限公司 关于控股股东协议转让公司股份暨控制权发生变更的提示性公告 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： 控股股东、实际控制人变更的主要内容 | | 是否发生变更 变更前姓名 | | 变更后姓名/名称 | | --- | --- | --- | --- | | 控股股东 | □否 是 | 初琳 | 邯郸市城欣股权投资基金合伙企 业（有限合伙） | | 实际控制人 | 是 否 | 初亚军、初琳 | 邯郸市人民政府国有资产监督管 理委员会 | | | 协议转让 □破产重整引入重整投资人 | □司法划转/拍卖 | □定向增发 □表决权委托 | | 变更方式（可多选） | □行政划转或者变更 | | □一致行动关系内部转让 | | | | □一致行动协议签署/解除/变更 | □要约收购 | | | □间接收购 | □表决权放弃 | □继承 | 需要提醒投资者重点关注的风险事项 本次股份转让已取得邯郸市人民政府国有资产 ...

新亚强硅化学股份有限公司 详式权益变动报告书 权 益 变 动 性 质 ： 股份增加（协议转让） 二〇二五年十一月 上市公司名称 ：新亚强硅化学股份有限公司 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 ： 邯郸市城欣股权投资基金合伙企业（有限合伙） 住 所 ： 河北省邯郸市经济开发区顺通路 22 号 1324 室 通 讯 地 址 ： 上海市长宁区延安西路 726 号 25 楼 A 座 新亚强硅化学股份有限公司 详式权益变动报告书 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《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》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》及其他相关的法律、法规和规范性文件编制。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》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拥有权益的 股份。 截至本报告书签署日，除本报告书披露的持股信息外，信息披露义务人没有 通过任何 ...

格隆汇11月25日丨新亚强(603155.SH)公布，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。 基于上述转让后，城欣基金持有公司9442.03万股，占公司总股本的29.90%；初琳女士持有公司5079.50 万股，占公司总股本的16.09%，一致行动人初亚军先生持有公司482.25万股，占公司总股本的1.53%， 初琳女士及一致行动人初亚军先生合计持有公司5561.75万股，占公司总股本的 17.61%。 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。 ...

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。 格隆汇11月25日丨新亚强(603155.SH)公布，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）（以下简称"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94,420,253股无限售条件流通股以20.76 元/股的价格转让给城欣基金。 基于上述转让后，城欣基金持有公司94,420,253股，占公司总股本的29.90%；初琳女士持有公司 50,795,012股，占公司总股本的16.09%，一致行动人初亚军先生持有公司4,822,530股，占公司总股本的 1.53%，初琳女士及一致行动人初亚军先生合计持有公司55,617,542股，占公司总股本的17.61%。 ...

Core Viewpoint - The transfer of shares from Ms. Chu Lin, a major shareholder of Xinyaqiang, to Handan Chengxin Equity Investment Fund marks a significant change in the company's control structure, with the Handan government becoming the actual controller [1] Share Transfer Details - Ms. Chu Lin signed a share transfer agreement on November 24, 2025, to sell 94.42 million unrestricted circulating shares at a price of 20.76 yuan per share to Chengxin Fund [1] - After the transfer, Chengxin Fund will hold 94.42 million shares, accounting for 29.90% of the total share capital of the company [1] - Following the transfer, Ms. Chu Lin will hold 50.80 million shares (16.09% of total share capital), while her concerted actor, Mr. Chu Yajun, will hold 4.82 million shares (1.53% of total share capital) [1] Change in Control - The controlling shareholder will change from Ms. Chu Lin to Handan Chengxin Equity Investment Fund [1] - The actual controllers will shift from Mr. Chu Yajun and Ms. Chu Lin to the State-owned Assets Supervision and Administration Commission of Handan Municipal Government [1]

Group 1 - The controlling shareholder, Chu Lin, transferred 94.42 million unrestricted circulating shares at a price of 20.76 yuan per share to Chengxin Fund [1] - After the transfer, Chengxin Fund holds 29.90% of the company's shares, becoming the new controlling shareholder [1] - The actual controller has changed to the State-owned Assets Supervision and Administration Commission of Handan Municipal People's Government [1]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Views - The chemical industry is expected to benefit from the ongoing "anti-involution" measures, which may lead to a significant slowdown in global chemical capacity expansion. This shift is anticipated to enhance cash flow and dividend yields for companies in the sector, transforming them from cash-consuming entities to cash-generating ones [7][27] - The report highlights the potential for domestic substitutes for Japanese semiconductor materials due to rising tensions in Sino-Japanese relations, which could accelerate the domestic market's growth in this area [6] Summary by Sections Recent Trends - The chemical industry has shown a relative performance increase of 16.1% over the past 12 months, outperforming the CSI 300 index, which increased by 11.6% [4] Key Price Movements - DMC (Dimethyl Carbonate) prices rose to 4400 CNY/ton, up 14.29% week-on-week, driven by strong demand from the electrolyte sector [14] - Lithium battery electrolyte prices increased to 27000 CNY/ton, up 8.00% week-on-week, although profit margins for manufacturers are under pressure due to rising raw material costs [14] - Diammonium phosphate prices in East China reached 3850 CNY/ton, up 5.48% week-on-week, amid rising production costs [14] Investment Opportunities - The report identifies four key opportunities in the chemical sector: 1. Low-cost expansion, focusing on companies like Wanhua Chemical and Hualu Hengsheng [9] 2. Improved industry conditions, particularly in chromium salts and phosphate rock [10] 3. New materials with high growth potential, such as electronic chemicals and aerospace materials [11] 4. High dividend yields from state-owned enterprises in the chemical sector, including China Petroleum and China National Chemical [11] Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for several firms in the chemical sector, with many rated as "Buy" [28]

●委托理财受托方：江苏银行股份有限公司宿迁分行。 ●本次委托理财金额：2,000.00 万元。 ●委托理财产品名称：对公人民币结构性存款 2025 年第 46 期 6 个月 D 款。 证券代码：603155 证券简称：新亚强 公告编号：2025-065 新亚强硅化学股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的公告 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个别及连带责任。 重要内容提示： 为提高暂时闲置资金使用效率、降低财务费用、增加股东回报，在确保不影 响募集资金投资项目建设和公司及子公司正常经营的前提下进行现金管理。 （二）资金来源 1、资金来源 本次委托理财资金来源为公司部分闲置募集资金。 ●委托理财期限：6 个月。 ●履行的审议程序：新亚强硅化学股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开第四届董事会第三次会议、第四届监事会第三次会议，2025 年 4 月 30 日召开 2024 年年度股东大会，2025 年 10 月 29 日召开第四届董事会 第六次会议，分别审议 ...

Group 1 - The core viewpoint of the news is that Xin Ya Qiang's stock has experienced fluctuations, with a recent decline of 2.12% and a year-to-date increase of 36.12% [1] - As of November 18, the stock price is reported at 17.56 CNY per share, with a total market capitalization of 5.545 billion CNY [1] - The company has seen a net outflow of main funds amounting to 5.8692 million CNY, with significant selling pressure from large orders [1] Group 2 - For the period from January to September 2025, Xin Ya Qiang reported operating revenue of 451 million CNY, a year-on-year decrease of 19.05%, and a net profit attributable to shareholders of 78.8527 million CNY, down 20.39% year-on-year [2] - The number of shareholders has decreased by 47.19% to 20,000, while the average circulating shares per person increased by 89.35% to 15,753 shares [2] Group 3 - Since its A-share listing, Xin Ya Qiang has distributed a total of 735 million CNY in dividends, with 494 million CNY distributed over the past three years [3]

Group 1 - The organic silicon sector in A-shares experienced a significant increase, with the sector index rising nearly 3% as of the report time on November 17 [1] - The organic silicon index closed at 4639.55, up from the previous close of 4505.63, with a trading volume of 6.4 billion and a total transaction amount of 12.5 billion [2] - Key companies in the sector saw substantial gains, including Morning Light New Materials reaching a limit up, Dongyue Silicon Materials increasing over 11%, and other companies like Silicon Treasure Technology and He Sheng Silicon Industry also showing positive trends [3][4] Group 2 - A meeting for the actual controllers of the organic silicon industry is scheduled for November 18, which may establish production reduction targets [5] - Currently, most organic silicon manufacturers are in a state of suspended reporting and trading [5]