证券代码：603223 证券简称：恒通股份 公告编号：2025-029 恒通物流股份有限公司 关于非公开发行限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 160,996,646股。 本次股票上市流通总数为160,996,646股。 本次股票上市流通日期为2025 年 8 月 5 日。 一、本次限售股上市类型 恒通物流股份有限公司（以下简称"公司"或"恒通股份"）于2022年4月13 日收到中国证券监督管理委员会出具的《关于核准恒通物流股份有限公司非公开 发行股票的批复》（证监许可[2022]786号），公司于2022年7月完成向特定对象 发行人民币普通股（A股）数量114,997,604股（以下简称"本次发行"）。 本次发行的认购对象南山集团有限公司（以下简称"南山集团"）承诺：本 公司认购的本次非公开发行股票自发行结束之日起36个月内不转让。本公司于本 次非公开发行中取得的股票所派生的股票（如分配股票股利、资本公积转 ...

国信证券股份有限公司 关于恒通物流股份有限公司 非公开发行限售股上市流通的核查意见 国信证券股份有限公司（以下简称"国信证券"、"保荐人"）作为恒通物 流股份有限公司（以下简称"恒通股份"、"上市公司"、"公司"）非公开发 行股票的保荐人，根据《证券发行上市保荐业务管理办法》《上海证券交易所股 票上市规则》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》 等相关规定，对恒通股份非公开发行限售股上市流通事项进行了审慎核查，具体 核查意见如下： 一、本次限售股上市类型 恒通股份于 2022 年 4 月 13 日收到中国证券监督管理委员会出具的《关于核 准恒通物流股份有限公司非公开发行股票的批复》（证监许可[2022]786 号）， 公司于 2022 年 7 月完成向特定对象发行人民币普通股（A 股）数量 114,997,604 股（以下简称"本次发行"）。 本次发行新增股份已于 2022 年 8 月 3 日在中国证券登记结算有限责任公司 上海分公司办理完毕股份登记手续。本次发行的新增股份自发行结束之日起 36 个月内不得转让，预计上市流通时间为限售期满后的次一交易日，如遇法定节假 日或休息日，则顺延 ...

1. 艾罗能源(688717.SH)：公司及多名董监高因个人资金需求，计划在15个交易日后3个月内通过集中竞价或大宗交易方式减持股 份，减持数量不超过公司总股本的0.78%。 2. 奥普光电(002338.SZ)：控股股东长春光机所计划在15个交易日后90日内，以集中竞价方式减持公司股份不超过240万股，占公 司总股本的1%。 3. 铂科新材(300811.SZ)：股东铂科天成及其一致行动人合计减持1.01%股份，减持计划实施完毕，同时股东梅建军合计减持8134 股，占总股本的0.0476%。 4. 博迁新材(605376.SH)：股东新辉投资计划在15个交易日后3个月内通过大宗交易减持公司股份不超过261.6万股，占公司总股本 的1%。 5. 博盈特焊(301468.SZ)：股东前海股权基金和中原前海基金减持计划实施完成，合计减持394.48万股，占公司总股本的2.99%。 6. 测绘股份(300826.SZ)：高级管理人员刘键计划在15个交易日后3个月内通过集中竞价方式减持公司股份不超过5万股，占公司总 股本的0.03%。 13. 红宝丽(002165.SZ)：控股股东宝源投资及实际控制人芮敬功计划在15 ...

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including administrative penalties, stock suspensions, changes in control, and new project contracts, which may present investment opportunities and risks for investors [2]. Regulatory Actions - ST Renzihang received an administrative penalty from the China Securities Regulatory Commission for inflating revenue by 112 million yuan and profits by 73.2852 million yuan from 2020 to mid-2022, resulting in a fine of 5 million yuan for the company and 12 million yuan for four responsible individuals [3]. - ST Zitian's stock may be terminated due to failure to correct false financial reports as mandated by the Fujian Securities Regulatory Bureau, leading to a suspension of trading starting July 21 [4]. Changes in Control - Kanghua Biological announced a transfer of 28.466 million shares (21.91% of total shares) to Shanghai Wankexin Biological, changing its controlling shareholder, with the transfer price around 1.851 billion yuan [5]. - Xiling Information's actual controllers are planning a change in control, leading to a stock suspension starting July 21, with the suspension expected to last no more than two trading days [6]. Delisting and Termination - Zhongcheng Tui's stock has been decided to be terminated by the Shenzhen Stock Exchange, with the delisting date set for July 21, following a 15-day trading period after entering the delisting preparation phase [7]. Financial Developments - Morning Feng Technology plans to increase capital by 90 million yuan to its wholly-owned subsidiary, aiming to enhance its business in the integrated power and computing sectors [9]. - China First Heavy Industries expects a net loss of 90 million to 108 million yuan for the first half of 2025, an improvement from a loss of 173 million yuan in the same period last year [14][15]. - Shaanxi Guotou A reported a 5.74% increase in net profit for the first half of 2025, totaling 726 million yuan, despite a 2.95% decline in total revenue [16]. Shareholding Changes - Hengtong Co., Ltd. plans to reduce its shareholding by up to 3%, with a maximum of 21.425 million shares to be sold [17]. - Jinma Leisure's controlling shareholder plans to reduce holdings by up to 4.83%, totaling 471,200 shares [18]. - Tianli Lithium Energy's shareholder plans to reduce holdings by 4.55%, equating to 5.4 million shares, due to the fund's operational period nearing its end [24]. Major Contracts - Qidi Design, in a consortium, won a bid for the Henan Airport Intelligent Computing Center project, with a contract amount of 859 million yuan [29]. - Donghong Co., Ltd. secured a procurement project for pressure steel pipes and fittings, with a bid price of 109 million yuan [30]. - Dash Intelligent signed a contract worth 122 million yuan for the Shenzhen Urban Rail Transit Line 13 Phase II monitoring system [31].

Group 1: Company Announcements - Chenfeng Technology plans to invest 90 million yuan in its wholly-owned subsidiary, Beiwang Zhican, to support its business development and create a new ecosystem for integrated power computing [1] - Daotong Technology's controlling shareholder proposes a mid-term dividend of 5.8 yuan per 10 shares for the year 2025 [4] - Huazheng New Materials' supervisors and executives plan to reduce their holdings by a total of no more than 124,900 shares [5] - Kuozi Jiao's controlling shareholder intends to reduce its stake by no more than 1.67% [9] - Rundu Co., Ltd.'s controlling shareholder plans to reduce its stake by no more than 3% [14] Group 2: Performance Forecasts - China First Heavy Industries expects a net loss of 90 million to 108 million yuan for the first half of 2025, an improvement from a net loss of 173 million yuan in the same period last year [2] Group 3: Shareholder Actions - China Xidian's shareholder, General Electric Singapore, plans to reduce its stake by no more than 3% [3] - Boguang New Materials' shareholder, Newhui Investment, plans to reduce its stake by no more than 1% [8] - Donghong Co., Ltd. has won a procurement project for pressure steel pipes and accessories worth 109 million yuan [6] - Tianshi Technology's wholly-owned subsidiary has resumed production after a temporary shutdown due to supplier issues [12] - Baichuan Co., Ltd.'s controlling shareholder has returned to work and is performing normal duties after being detained [13]

股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 恒通物流股份有限公司 证券代码：603223 证券简称：恒通股份 公告编号：2025-028 股东持股的基本情况 截至本公告披露日，恒通物流股份有限公司（以下简称"公司"或"恒通股 份"）股东刘振东先生持有公司股份 114,686,684 股，占公司总股本 16.06%。 减持计划的主要内容 刘振东先生计划自本公告披露之日起 15 个交易日后的 3 个月内，在符合法 律法规规定的前提下，减持其所持有的公司股份合计不超过 21,425,611 股，即 不超过公司总股本的 3%。其中，集中竞价减持不超过 7,141,870 股，即不超过 公司总股本的 1%，大宗交易减持不超过 14,283,741 股，即不超过公司总股本的 2%。减持价格按照减持时的市场价格确定。 | 股东名称 | 刘振东 | | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人□是 √否 | | | 直接持股 5%以上股东√是 □否 | | | ...

Summary of Key Points Core Viewpoint - A total of 724 stocks reported their latest shareholder numbers as of July 10, with 297 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 724 stocks, 22 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Feilingke, which reported 6,098 shareholders, a decrease of 28.42% from the previous period [3]. - Futec Technology also saw a significant decline, with 9,703 shareholders, down 25.89% [3]. Group 2: Stock Performance - The average increase for concentrated stocks since June 21 was 8.71%, outperforming the Shanghai Composite Index, which rose by 5.20% [2]. - Among the stocks with a decline in shareholder numbers, Hengtong Co. had the highest increase of 13.14% since June 21 [2]. - The latest concentrated stocks averaged a rise of 2.83% since July 1, with notable performers including Dongshan Precision, Huicheng Co., and Bohui Co., which increased by 43.53%, 40.62%, and 34.05% respectively [3]. Group 3: Industry Insights - The concentrated stocks were primarily from the electronics, machinery, and computer sectors, with 36, 33, and 29 stocks respectively [3]. - The performance of concentrated stocks indicates a potential shift in investor focus towards specific industries, particularly electronics and machinery [3]. Group 4: Earnings Forecasts - Among the concentrated stocks, Guoyuan Securities reported a net profit increase of 40.44% in its half-year earnings [4]. - A total of 86 stocks provided earnings forecasts, with 22 stocks expecting profit increases and 10 stocks anticipating profits [4]. - The highest expected net profit increase was from Haowu Co., with a projected increase of 265.87% [4].

Group 1 - A total of 573 stocks reported their latest shareholder numbers as of July 10, with 232 stocks showing a decrease compared to the previous period [1][3] - Among the stocks with a decline in shareholder numbers, 16 stocks experienced a drop of over 10%, with the largest decrease seen in Futec Technology, which fell by 25.89% to 9,703 shareholders [3][4] - The average increase for concentrated stocks since June 21 was 6.69%, outperforming the Shanghai Composite Index, which rose by 4.32%, with 63% of concentrated stocks yielding excess returns relative to the market [2][3] Group 2 - The stock with the highest increase in shareholder numbers was Hengtong Co., which rose by 13.67% since June 21, despite a decline in shareholder numbers [2][3] - The industry sectors with the most concentrated stocks include machinery, electronics, and basic chemicals, with 27, 24, and 22 stocks respectively [3][4] - Among the concentrated stocks, Guoyuan Securities reported a net profit increase of 40.44% in its half-year performance, while Haowu Co. is expected to see a net profit increase of 265.87% [4]

Core Viewpoint - Hengtong Co., Ltd. (603223) reported a significant increase in net profit for the first half of 2025, driven by the operational success of its wholly-owned subsidiary, Shandong Yulong Port Co., Ltd. [1] Financial Performance - The company achieved a net profit attributable to shareholders ranging from 94.5 million to 108 million yuan, representing a year-on-year growth of 32.06% to 51.35% [1] - The non-recurring net profit increased by 30.04% to 47.22% year-on-year [1] Business Drivers - The core driver of performance growth is attributed to the operational breakthroughs at Shandong Yulong Port, particularly the commencement of production berths [1] - The increase in the operating rate and capacity of key enterprises in the Yulong Petrochemical Industrial Park has led to a significant rise in port throughput and utilization [1] Industry Context - The Yulong Petrochemical Industrial Park is a national-level large-scale petrochemical base with a substantial planned capacity and a complete industrial chain [1] - The park's enterprises are currently in a capacity ramp-up phase, which, combined with the operational berths at Yulong Port, creates a positive cycle of "industrial capacity expansion - logistics demand growth - port business volume increase" [1] Future Outlook - The Yulong Petrochemical Industrial Park is expected to gradually form a capacity of tens of millions of tons in integrated refining and chemical production, leading to substantial logistics demand [1] - Hengtong Logistics is positioned to benefit continuously as a nearby port operator, enhancing its service offerings in areas such as warehousing management and supply chain finance as business scales expand [2] - The company is transitioning from a traditional logistics provider to a comprehensive service provider through deep involvement in the Yulong Island project, focusing on "industrial park + port logistics" collaborative development [2]

[Hengtong Logistics Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Hengtong%20Logistics%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates significant performance growth for the first half of 2025, with net profit attributable to shareholders projected to increase by **32.06% to 51.35%** based on preliminary unaudited estimates 2025 Semi-Annual Performance Forecast | Indicator | 2025 Semi-Annual Estimate (million CNY) | Year-over-Year Growth (%) | | :--- | :--- | :--- | | **Net Profit Attributable to Parent** | 94.5 - 108.3 | 32.06 - 51.35 | | **Net Profit Attributable to Parent (Excl. Non-recurring P/L)** | 91.6 - 103.7 | 30.04 - 47.22 | - This performance forecast is a preliminary estimate based on current operations and has not yet been audited[4](index=4&type=chunk) [Prior Period Performance Overview](index=1&type=section&id=II.%20Prior%20Period%20Performance%20Overview) The company reported its H1 2024 performance as a comparative baseline, with net profit attributable to shareholders at **CNY 71.56 million** and non-recurring profit/loss adjusted net profit at **CNY 70.44 million** 2024 Semi-Annual Financial Data | Indicator | 2024 Semi-Annual Amount (million CNY) | | :--- | :--- | | Total Profit | 83.34 | | Net Profit Attributable to Parent | 71.56 | | Net Profit Attributable to Parent (Excl. Non-recurring P/L) | 70.44 | | Basic Earnings Per Share (CNY) | 0.10 | [Key Reasons for Current Period Performance Increase](index=1&type=section&id=III.%20Key%20Reasons%20for%20Current%20Period%20Performance%20Increase) The primary driver for the anticipated performance increase is the port business segment, benefiting from the operationalization of new berths and increased throughput at Shandong Yulong Port, significantly boosting profitability - Performance growth is primarily attributed to a significant increase in profitability from the port business segment[7](index=7&type=chunk) - This is due to the commissioning of new production berths by wholly-owned subsidiary Shandong Yulong Port Co., Ltd., benefiting from the ramp-up of production capacity at Shandong Yulong Petrochemical Industrial Park, leading to substantial increases in terminal throughput and port utilization[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company warns that the performance forecast data is a preliminary calculation based on financial department's professional judgment and has not been audited by certified public accountants, thus carrying inherent uncertainties - The performance forecast data has not been audited by certified public accountants and is subject to uncertainty[8](index=8&type=chunk) [Other Explanatory Matters](index=2&type=section&id=V.%20Other%20Explanatory%20Matters) The company reiterates that the disclosed data is preliminary, and final accurate financial figures will be based on the officially released 2025 semi-annual report, advising investors to exercise caution - Final financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are advised to be aware of investment risks[9](index=9&type=chunk)