股票简称：合盛硅业 股票代码：603260 合盛硅业股份有限公司 简式权益变动报告书 上市公司名称：合盛硅业股份有限公司 股票上市地点：上海证券交易所 股 票 简 称 ：合盛硅业 股 票 代 码 ：603260 信息披露义务人：宁波合盛集团有限公司 通讯地址：浙江省慈溪市长河镇镇东公路 信息披露义务人一致行动人一：罗立国 通讯地址：浙江省慈溪市北三环东路 1988 号恒元广场 A 座 24 楼 信息披露义务人一致行动人二：罗燚 通讯地址：浙江省慈溪市北三环东路 1988 号恒元广场 A 座 24 楼 信息披露义务人一致行动人三：罗烨栋 通讯地址：浙江省慈溪市北三环东路 1988 号恒元广场 A 座 24 楼 股份变动性质：股份减少（协议转让出让） 签署日期：2025 年 7 月 17 日 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《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》及其他相关法律、法规及部门规章的有关规定编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则 ...

Group 1 - Datang Power achieved a total on-grid electricity of approximately 123.99 billion kWh for the first half of 2025, a year-on-year increase of 1.30%, with wind and solar power generation increasing by 31.27% and 36.35% respectively [1] - North Self Technology signed an equipment procurement contract with a total amount of 164 million yuan [1] - Jinchuan Co. reported a net profit of 1.38 billion yuan for the first half of 2025, a year-on-year decrease of 8.45%, with operating revenue of 6.96 billion yuan, an increase of 5.55% [1][2] Group 2 - Microchip Biotech expects a revenue of 407 million yuan for the first half of 2025, a year-on-year increase of 35%, and a net profit of approximately 30.06 million yuan, a year-on-year increase of 173% [3] - Zongheng Co. anticipates a revenue of 135 million yuan for the first half of 2025, a year-on-year increase of 61.72%, with a net loss of 34.68 million yuan, reducing losses by 18.34 million yuan compared to the previous year [5] - Tuojing Technology expects a revenue of 1.21 billion to 1.26 billion yuan for the second quarter of 2025, a year-on-year increase of 52% to 58%, with a net profit of 238 million to 247 million yuan, a year-on-year increase of 101% to 108% [7] Group 3 - Star Power reported a net profit of 73.42 million yuan for the first half of 2025, a year-on-year decrease of 13.44%, with total revenue of 1.52 billion yuan, an increase of 13.70% [8] - Xiamen Tungsten reported a net profit of 972 million yuan for the first half of 2025, a year-on-year decrease of 4.41%, with operating revenue of 19.18 billion yuan, an increase of 11.75% [9] - Yikang Pharmaceutical's subsidiary received approval for clinical trials of YKYY029 injection for hypertension [11] Group 4 - Mould Technology received a project designation for luxury car exterior parts, with an expected total sales of 2.044 billion yuan over a five-year lifecycle [13] - Jinzhik Technology won multiple projects from the State Grid and Southern Power Grid, with a total bid amount of 133 million yuan [14] - Changjiang Media plans to use up to 700 million yuan of idle funds to purchase financial products [16] Group 5 - Ningbo Gaofa plans to invest up to 20 million USD to establish a production base in Morocco [20] - Xuantai Pharmaceutical's subsidiary received EU GMP certification for solid dosage production lines [22] - Changhua Group received a project designation for key metal structural components from a domestic new energy vehicle company, with an expected total sales of 235 million yuan over a four-year lifecycle [23]

Group 1 - Tianqi Materials signed a framework agreement with Chuangneng New Energy to supply at least 550,000 tons of electrolyte products by December 31, 2030, indicating a long-term cooperation intention [1] - The actual supply volume will depend on the execution of the agreement, which may be influenced by industry policies, market conditions, and economic factors, introducing uncertainty [1] - This large order is expected to stabilize the company's capacity utilization, but the execution of the agreement may lead to fluctuations in performance contributions [1] Group 2 - Hoshine Silicon Industry's controlling shareholder, Ningbo Hoshine Group, plans to transfer 5.08% of the company's shares (60 million shares) to Xiao Xiugan for a total price of 2.634 billion yuan [2] - The share transfer does not involve a change in control, but the large transfer may raise market concerns regarding the stability of the equity structure [2] - The transaction is subject to review and registration by the Shanghai Stock Exchange, introducing uncertainty in the process [2] Group 3 - Zhuhai Guanyu achieved a significant legal victory as the Supreme People's Court ruled to revoke a previous judgment and dismissed ATL's lawsuit, marking a key progress in the patent dispute [3] - A total of 14 ATL patents have been declared or ruled invalid, with 12 cases withdrawn by ATL and 4 cases dismissed by the court [3] - This outcome strengthens the company's patent ownership advantage and enhances market confidence in its technological barriers, with no negative impact on daily operations or future profits [3]

Summary of Key Points Core Viewpoint - The announcement details the agreement for the transfer of 60,000,000 shares of Hesheng Silicon Industry Co., Ltd. from its controlling shareholder, Hesheng Group, to Xiao Xiugan, which represents 5.08% of the company's total share capital. This transfer will not change the control of the company [3][4]. Group 1: Share Transfer Details - Hesheng Group will transfer 60,000,000 shares, reducing its holding from 929,105,229 shares (78.59%) to 869,105,229 shares (73.51%) [3]. - The share transfer price is set at RMB 43.90 per share, totaling RMB 2,634,000,000 (approximately 2.63 billion) for the entire transaction [6][9]. - The transfer will occur in three phases, with the first payment of RMB 1,000,000,000 (1 billion) due within three working days after the announcement, followed by RMB 500,000,000 (500 million) and RMB 1,134,000,000 (1.13 billion) in subsequent phases [6][9]. Group 2: Parties Involved - The transferor, Hesheng Group, is a limited liability company established in May 2003, with its main shareholders being Luo Yedong (57.35%), Luo Yi (24.93%), and Luo Ligong (17.72%) [5]. - The transferee, Xiao Xiugan, is a Chinese national and has not been listed as a dishonest executor [5][6]. - There are no existing relationships or economic interests between the transferor and transferee [5][6]. Group 3: Regulatory Compliance - The share transfer is subject to compliance review by the Shanghai Stock Exchange and must be registered with the China Securities Depository and Clearing Corporation [4][9]. - Both parties are required to adhere to regulations regarding shareholder reductions and information disclosure during the transfer process [4][9].

Core Viewpoint - The controlling shareholder of Hoshine Silicon Industry, Ningbo Hoshine Group, plans to transfer 5.08% of its shares to Xiao Xiugan for a total price of 2.634 billion yuan, highlighting the financial difficulties faced by Hoshine Group while indicating Xiao's strong financial capability [2][6][13]. Group 1: Share Transfer Details - Hoshine Group signed a share transfer agreement with Xiao Xiugan, where the transfer price is set at 43.90 yuan per share, totaling 2.634 billion yuan [3][6]. - The share price at the close on July 16 was 48.71 yuan, indicating a discount of nearly 10% for Xiao's acquisition [6]. - If the transaction is completed, Xiao Xiugan will become the fourth largest shareholder of Hoshine Silicon, holding 5.08% of the shares [7][10]. Group 2: Financial Context - Hoshine Group has indicated a need for funds, having previously signaled financial strain through multiple share pledges to raise liquidity for operational needs [13][15]. - The group and its concerted actions have pledged a total of 451 million shares, representing 48.52% of their holdings and 38.13% of Hoshine Silicon's total share capital [15][16]. - Hoshine Silicon is expected to report a net loss of 300 million to 400 million yuan for the first half of 2025, a significant decline from previous profits, primarily due to weak downstream demand in the industrial silicon market [18]. Group 3: Market Conditions - The overall demand in the photovoltaic industry has weakened, leading to a low operating rate for polysilicon and a significant drop in prices for both industrial silicon and polysilicon [18]. - The company has noted a marked decline in sales prices for industrial silicon, exacerbated by a cooling demand in the market [18].

Core Viewpoint - The controlling shareholder of Hoshine Silicon Industry plans to transfer 5.08% of its shares to Xiao Xiugan for a total price of 2.634 billion yuan, highlighting the financial difficulties faced by Hoshine Group while indicating Xiao's strong financial capability [2][10][19]. Group 1: Share Transfer Details - Hoshine Group signed a share transfer agreement with Xiao Xiugan on July 16, 2023, to transfer 5.08% of Hoshine Silicon's shares at a price of 43.90 yuan per share, totaling 2.634 billion yuan [8][10]. - Following the transaction, Xiao Xiugan will become the fourth largest shareholder of Hoshine Silicon, holding 5.08% of the shares [13][19]. - Before the transaction, Hoshine Group and its concerted actions held 78.59% of Hoshine Silicon's shares, which will decrease to 73.51% post-transaction [16][19]. Group 2: Financial Context - Hoshine Group has been signaling financial distress, having pledged shares multiple times to raise funds for operational needs [18][19]. - The company has indicated that the share transfer is primarily driven by its own funding requirements and the developmental needs of the listed company [19]. - Hoshine Silicon is expected to report a net loss for the first half of 2025, attributed to weak downstream demand in the industrial silicon sector [24][25]. Group 3: Market Conditions - The photovoltaic industry is experiencing a downturn, with low operating rates for polysilicon and a significant decline in prices for industrial silicon and polysilicon due to supply-demand imbalances [24]. - The company has noted a substantial drop in sales prices for industrial silicon compared to the previous year, reflecting broader market challenges [24].

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]

Group 1 - The State Council, led by Li Qiang, is focusing on implementing key policies to strengthen the domestic circulation and is reviewing the competitive order in the new energy vehicle industry [1][2] - He Lifeng emphasized at the China International Supply Chain Promotion Expo that China aims to be a promoter of mutually beneficial global industrial and supply chains [2] - The National Energy Administration reported that on July 16, the national power load reached a historical high of 1.5 billion kilowatts, an increase of 0.055 billion kilowatts compared to last year's maximum load [3] Group 2 - NVIDIA's CEO Jensen Huang stated that the next wave of AI will be in robotic systems, with factories being driven by software and AI, coordinating human-robot collaboration to produce AI-led smart products over the next decade [4] - Tesla's six-seat version of the Model Y has been listed in the Ministry of Industry and Information Technology's new vehicle catalog, with plans for the new model to launch as early as the third quarter at an estimated price of around 400,000 yuan [5] - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., while Gongsheng Silicon Industry's controlling shareholder intends to transfer 5.08% of shares to Xiao Xiugan for a total price of 2.634 billion yuan [6]

Company Focus - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., Ltd [2] - Anker Innovation is currently researching and evaluating equity financing in the Hong Kong capital market [2] - Hoshine Silicon Industry's controlling shareholder intends to transfer 5.08% of the company's shares to Xiao Xiukun for a total price of 2.634 billion yuan [2] - Shantui Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] Investment & Contracts - Jindi Co., Ltd. signed an industrial project investment contract with the Bishan District government for no less than 1.5 billion yuan [2] - Tuoxin Pharmaceutical intends to increase capital by 10 million yuan in Jingsan Biological, which has achieved the preparation of high-purity ergotamine [2] Equity Changes - Wuchan Huaneng plans to acquire 100% equity of Nantah Lake Technology for 1.457 billion yuan [3] - A shareholder of Aisecurity plans to reduce their holdings by no more than 3% of the company's shares [2] Performance & Earnings - Tiande Yu expects a net profit of 152 million yuan for the first half of the year, a year-on-year increase of 50.89% [4] - Pinming Technology anticipates a year-on-year net profit increase of 232%-303% for the first half of 2025 [4] Contracts & Project Wins - Pinggao Electric won a project from the State Grid with a total amount of approximately 1.45 billion yuan [4] Financing & Capital Increase - Shangwei Co., Ltd. plans to issue shares to its controlling shareholder Fuhua Chemical to raise no more than 1.144 billion yuan [2] Stock Price Movements - Zhongchen Technology's revenue from humanoid robot-related products accounts for no more than 1% of total revenue [2]

Group 1 - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., with a registered capital of 10 billion yuan, aiming to enhance comprehensive service capabilities and support technological innovation and private enterprises [1] - Tuo Xin Pharmaceutical intends to increase capital by 10 million yuan in Jiangsu Jin San Biotechnology Co., acquiring a 1.75% stake, with Jin San successfully producing high-purity ergothioneine for various products [2] - Anker Innovations is researching overseas share issuance to expand its global strategy and enhance brand influence, with no specific plan confirmed yet [3] Group 2 - Hoshine Silicon Industry's controlling shareholder plans to transfer 5.08% of shares to Xiao Xiugan for a total price of 2.634 billion yuan, with no change in control [4] - Zhuhai Guanyu has won a final ruling from the Supreme People's Court, dismissing the lawsuit from ATL, with 14 ATL patents declared invalid and no negative impact on the company's operations [5] - Lixing Co. has terminated the acquisition of Qingdao Feiyan Precision Steel Ball Manufacturing Co. due to failure to reach an agreement, with no adverse effects on its financial status [6] Group 3 - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of the year, representing a year-on-year increase of 231.79% to 302.89% [7] - Tiande Yu's performance report anticipates a net profit of 152 million yuan for the first half, up 50.89% year-on-year [7] - Huahong Technology reports normal operations with no undisclosed significant matters [8]