雷达财经 文|冯秀语 编|李亦辉 7月30日，恒通物流股份有限公司（证券代码：603223，证券简称：恒通股份）发布关于非公开发行限 售股上市流通的公告。本次上市流通的股票类型为非公开发行股份，上市股数为160,996,646股，占公司 总股本的22.54%。本次限售股上市流通日期为2025年8月5日。限售股形成后至今，公司股本数量因 2022年度权益分派方案实施而发生变化，总股本增加至714,187,046股。 本次限售股的认购对象南山集团有限公司承诺自发行结束之日起36个月内不转让，并严格履行了相关承 诺。公司不存在控股股东及其关联方占用资金情况。保荐人对本次限售股上市流通事项无异议。 目前，公司董事长为隋永峰，董秘为王仁权，员工人数为1348人，实际控制人为龙口市东江街道南山村 村民委员会。 公司参股公司25家，包括龙口市途安运输有限公司、龙口同泰永基管理咨询有限公司、山东裕龙港务有 限公司、新疆恒通优化物流有限公司、青州市恒福绿洲新能源有限公司等。 在业绩方面，公司2022年至2024年营业收入分别为52.69亿元、37.56亿元和20.02亿元，同比分别增 长-25.60%、-28.72%和-46. ...

Core Viewpoint - The announcement details the upcoming listing and circulation of restricted shares from a non-public offering by Hengtong Logistics Co., Ltd, scheduled for August 5, 2025, involving a total of 160,996,646 shares [2][3]. Group 1: Stock Listing Details - The type of stock listing is for non-publicly issued shares, with a total of 160,996,646 shares set to be listed [2]. - The shares were issued following approval from the China Securities Regulatory Commission on April 13, 2022, and the issuance was completed on July 2022 [3]. - The total share capital of the company increased to 714,187,046 shares after the issuance and subsequent capital increase [3]. Group 2: Lock-up Commitments - The subscriber, Nanshan Group Co., Ltd, committed to not transferring the shares acquired from the non-public offering for 36 months post-issuance [4]. - Nanshan Group has adhered to this lock-up commitment, ensuring no issues affecting the listing of the restricted shares [4]. Group 3: Financial Integrity - The company has confirmed that there are no instances of fund occupation by controlling shareholders or related parties [5]. - The underwriter has verified that the listing of the restricted shares complies with relevant regulations and that the information disclosed is accurate and complete [6].

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 本次股票上市流通总数为160,996,646股。 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、资本公积转增股本 等原因新增取得的股份），亦会遵守上述锁定安排。若后续相关法律、法规、证 券监管部门规范性文件发生变更的，则锁定期相应调整。 截至本公告披露日，南山集团严格履行了上述限售承诺，不存在相关承诺未 履行影响本次限售股上市流通的情况。 四、控股股东及其关联方资金占用情况 ? 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202 ...

证券日报网讯 7月30日晚间，恒通股份发布关于非公开发行限售股上市流通的公告称，公司本次股票上 市类型为非公开发行股份；股票认购方式为网下，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。 （文章来源：证券日报） ...

Group 1 - The company Hengtong Co., Ltd. announced that approximately 161 million restricted shares will be unlocked and listed for trading on August 5, 2025, accounting for 22.54% of the total share capital [2] - For the fiscal year 2024, the revenue composition of Hengtong Co., Ltd. is as follows: LNG (LPG) gas sales account for 63.7%, cargo transportation accounts for 20.95%, port operations account for 10.87%, and other businesses account for 4.48% [2]

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 ...

Group 1 - Airo Energy (688717.SH) plans to reduce its shareholding by up to 0.78% of the total share capital within three months after 15 trading days due to personal funding needs [1] - Aopu Optoelectronics (002338.SZ) intends to reduce its shareholding by up to 240,000 shares, representing 1% of the total share capital, within 90 days after 15 trading days [1] - Placo New Materials (300811.SZ) completed a reduction of 1.01% of its shares, while shareholder Mei Jianjun reduced 8,134 shares, accounting for 0.0476% of the total share capital [1] Group 2 - Boqian New Materials (605376.SH) plans to reduce its shareholding by up to 261,600 shares, which is 1% of the total share capital, through block trading within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) completed a reduction of 3.99% of its shares, totaling 394,480 shares [1] - Surveying and Mapping Co., Ltd. (300826.SZ) plans to reduce its shareholding by up to 50,000 shares, accounting for 0.03% of the total share capital, within three months after 15 trading days [1] Group 3 - Deyi Cultural Creation (300640.SZ) plans to reduce its shareholding by up to 300,000 shares, which is 0.0965% of the total share capital, within three months after 15 trading days [3] - Dingsheng New Materials (603876.SH) intends to reduce its shareholding by up to 3% of the total share capital through various trading methods within three months after 15 trading days [3] - Pan-Asia Micro透 (688386.SH) terminated its reduction plan early, having reduced 2.38% of its shares, bringing its holding to 4.95% [3] Group 4 - Guangpu Co., Ltd. (300632.SZ) plans to reduce its shareholding by up to 8,474,900 shares, which is 3% of the total share capital, within three months after 15 trading days [3] - Guorui Technology (300600.SZ) has reduced its shareholding by 7,297,300 shares, accounting for 2.48% of the total share capital, bringing its holding to 19.97% [3] - Hengtong Co., Ltd. (603223.SH) plans to reduce its shareholding by up to 21,425,600 shares, which is 3% of the total share capital, within three months after 15 trading days [4] Group 5 - Hongbao Li (002165.SZ) plans to reduce its shareholding by up to 14,705,400 shares, representing 2% of the total share capital, within three months after 15 trading days [4] - Hongquan IoT (688288.SH) reduced its shareholding by 869,977 shares, accounting for 0.86% of the total share capital, bringing its holding to 12.80% [4] - Huace Film and Television (300133.SZ) reduced its shareholding by 2.6 million shares, which is 0.14% of the total share capital, bringing its holding to 18.19% [4] Group 6 - Huada Jiutian (301269.SZ) plans to reduce its shareholding by up to 8,144,100 shares, which is 1.5% of the total share capital, within three months after 15 trading days [5] - Huqi Environmental Protection (300929.SZ) plans to reduce its shareholding by up to 1,312,500 shares and 8,800 shares by its concerted actors [5] - Huazheng New Materials (603186.SZ) plans to reduce its shareholding by up to 114,600 shares and 10,300 shares by its management [5] Group 7 - Jinan Technology (300412.SZ) plans to reduce its shareholding by up to 14,932,700 shares and 1,683,000 shares by its board member [5] - Jinma Amusement (300756.SZ) plans to reduce its shareholding by up to 4,712,000 shares, 2,017,000 shares, 508,200 shares, and 372,800 shares by its shareholders [6] - Longxin Zhongke (688047.SH) completed its reduction plan, with shareholders reducing a total of 588,000 shares [6] Group 8 - Limin Co., Ltd. (002734.SZ) completed its reduction plan, with a total reduction of 1.5 million shares, accounting for 0.3434% of the total share capital [7] - Longhua New Materials (301149.SZ) completed its reduction plan, with a total reduction of 986,600 shares, accounting for 0.2294% of the total share capital [7] - Lvtong Technology (301322.SZ) plans to reduce its shareholding by up to 4,829,300 shares, which is 3.39% of the total share capital, within three months after 15 trading days [7] Group 9 - Meidixi (688202.SH) plans to reduce its shareholding by up to 2 million shares, which is 1.49% of the total share capital, within three months after 15 trading days [8] - Nanjing Julong (300644.SZ) completed its reduction plan, with shareholders reducing a total of 62,300 shares [8] - Run Du Co., Ltd. (002923.SZ) plans to reduce its shareholding by up to 10,046,800 shares, which is 3% of the total share capital, within three months after 15 trading days [8]

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]