证券代码：603260 证券简称：合盛硅业 公告编号：2025-042 | 股东 | 是否为控 | 本次质押股数 | | 是否 是否补 为限 | 质押起始日 | 质押到期日 | 质权人 | 占其所持 | 占公司 总股本 | 质押融资资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 股股东 | | | 充质押 | | | | 股份比例 | | 用途 | | | | | | 售股 | | | | | 比例 | | | 合盛 集团 | 控股股东 | 4,900,000 | 股 | 否 否 | 2025/7/3 | 至办理解除 质押登记手 | 西藏信托有限公司 | 0.90% | 0.41% | 补充流动资金 | | | | | | | | 续之日止 | | | | | | | 控股股东 | | | | | 至办理解除 | | | | | | 罗燚 | 一致行动 | 6,100,000 | 股 | 否 否 | 2025/7/7 | 质押登记手 | 刘某 | 3.17% | 0.52% | 生产经营 | | | ...

智通财经7月8日电，光伏产业链持续爆发，带动有机硅方向展开补涨，午后东岳硅材、合盛硅业冲高一 度逼近涨停，硅宝科技涨超10%，润禾材料、宏柏新材、晨光新材、新亚强等跟涨。消息面上，多晶硅 期货主力合约午后封涨停，带动工业硅期货主力合约扩大涨幅至5%。 有机硅概念集体走强 东岳硅材逼近涨停 ...

Group 1 - The A-share organic silicon concept stocks experienced a short-term rise, with Dongyue Silicon Materials increasing by over 11% [1] - Other stocks such as Hoshine Silicon Industry, Silbond Technology, Yian Technology, and Runhe Materials also saw gains [1] - The main contract for polysilicon reached its daily limit, with an increase of 7%, currently priced at 38,385 yuan per ton [1]

Core Viewpoint - The announcements from 合盛硅业 regarding the share repurchase plan and the pledge and release of shares by its controlling shareholder indicate a strategic move to support the ETF market and optimize the company's equity structure [1][2]. Group 1: Share Repurchase Plan - 合盛集团 plans to participate in the repurchase of shares for exchange-traded funds (ETFs) starting from July 26, 2025, to October 25, 2025, involving up to 11,822,069 shares, which is 1% of the total share capital [1]. - The shares for the repurchase are sourced from those acquired before the company's IPO [1]. - Any changes in the total share capital due to stock dividends, capital increases, or other corporate actions will not affect the proportion of shares used for the ETF repurchase [1]. Group 2: Shareholding Structure - The actual controllers of 合盛硅业 are 罗立国, 罗燚, and 罗烨栋, with 罗立国 holding 17.72%, 罗燚 24.93%, and 罗烨栋 57.35% of the shares [2]. - 合盛集团 directly holds 546,647,073 shares, representing 46.24% of the total share capital, while 罗燚 and 罗烨栋 hold 192,493,302 shares (16.28%) and 179,406,101 shares (15.18%), respectively [2]. - After the recent pledge and release of shares, 合盛集团 has pledged a total of 260,429,100 shares, which is 47.64% of its holdings and 22.03% of the total share capital [2]. Group 3: Pledged Shares - The total number of pledged shares among 合盛集团 and its concerted actors is 420,193,200, which accounts for 45.23% of their total holdings and 35.54% of the company's total share capital [3].

Group 1 - Brother Technology expects a net profit of 60 million to 75 million yuan for the first half of 2025, representing a year-on-year increase of 325% to 431.25% [1] - Zhonggang Luonai's shareholder plans to reduce its stake by 0.5%, amounting to no more than 562,500 shares [1] - Hesheng Silicon Industry's controlling shareholder intends to exchange up to 1% of its shares for ETF units, totaling no more than 11,822,100 shares [1][2] Group 2 - Suotong Development's actual controller plans to reduce its stake by up to 2.21%, equating to no more than 1,098,720 shares [2] - Funeng Technology's shareholder plans to reduce its stake by no more than 1%, totaling up to 12,221,000 shares [2][3] - Yuhua Development expects a net profit of 175 million to 225 million yuan for the first half of 2025, a year-on-year increase of 632% to 784% [4][5] Group 3 - Dingsheng Co. plans to reduce its stake by no more than 1.71%, equating to up to 726,430 shares [5] - Renle's stock has been terminated from listing, officially delisted on July 4, 2025 [6] - Weitang Industrial's controlling shareholder plans to reduce its stake by no more than 1.95%, totaling up to 340,000 shares [7] Group 4 - Yingfeng Environment's convertible bond may trigger a downward adjustment of the conversion price due to stock prices falling below 85% of the conversion price [8] - Jingye Da's actual controller plans to reduce its stake by no more than 3%, equating to up to 694,150 shares [10] - Yongtai Technology and its subsidiary are suing for 57.5193 million yuan in damages [11] Group 5 - *ST Meigu's subsidiary has been applied for bankruptcy liquidation [12] - Daoshi Technology plans to invest up to 165 million USD in a copper wet smelting project in the Democratic Republic of Congo [13] - Xinbo Co.'s actual controller plans to reduce its stake by no more than 1.54%, totaling up to 372,440 shares [14] Group 6 - Yunnan Energy Investment has obtained the development rights for a photovoltaic power generation project with a capacity of 20 MW [15] - Qinglong Pipe Industry's controlling shareholder plans to reduce its stake by no more than 3%, equating to up to 990,970 shares [15] - Yangjie Technology has terminated the share issuance and cash acquisition of Beite Electronics, opting for cash acquisition instead [16] Group 7 - Taijia Co.'s controlling shareholder plans to reduce its stake by no more than 3%, totaling up to 755,210 shares [17] - Songyang Resources has terminated the planning of a control change and will resume trading on July 4, 2025 [19]

Group 1 - Hoshine Silicon Industry's controlling shareholder plans to exchange part of the company's shares for ETF shares to support the ETF market and optimize the company's equity structure, with a maximum of 11.82 million shares, representing no more than 1% of the total share capital [1] - The move is seen as a positive signal reflecting the major shareholder's confidence in the company's long-term development, and the market will pay attention to the subsequent progress of the exchange and its impact on corporate governance [1] Group 2 - Yamaton announced that its stock price had deviated significantly, with a cumulative increase of over 20% in two consecutive trading days, prompting the company to clarify that recent media interviews did not disclose its production arrangements or performance forecasts [2] - The company emphasized that the interviews only covered industry dynamics and overseas investment strategies, aiming to stabilize market expectations and indicating that the stock price fluctuations may be due to market misinterpretation [2] Group 3 - Yongtai Technology and its subsidiary have filed civil lawsuits against Tianci Materials for defamation, with a total claim amount of 57.52 million yuan, and the cases have been accepted by the courts [3] - The legal action demonstrates the company's determination to protect its rights, although the impact on current and future profits remains uncertain as the cases have not yet gone to trial [3]

Industry News - The Ministry of Industry and Information Technology emphasizes the need to regulate low-price disorderly competition in the photovoltaic industry, guiding companies to improve product quality and promote the orderly exit of backward production capacity for sustainable development [5] - The National Medical Products Administration has announced new measures to support the innovation and development of high-end medical devices, including guidance on the registration of products based on artificial intelligence and biomaterials [7] - The National Energy Administration held a meeting to emphasize the importance of resource survey pilot work for wind and photovoltaic power generation, aiming to enhance collaboration and accelerate progress [8] - The Ministry of Commerce is set to strengthen guidance on the export of second-hand vehicles, promoting healthy and orderly development in this sector [6] Company News - Hualing Steel announced that Xintai Life Insurance has acquired a stake in the company through the secondary market [9] - Vanke A has applied for a loan of no more than 6.249 billion yuan from Shenzhen Metro Group and extended part of its existing loans [10] - Aerospace Chengtong has restored its procurement qualifications for military material engineering services [11] - Haowang Bio announced that its HW130 injection has completed Phase I clinical trials [12] - Donghu High-tech is participating in the establishment of the Donggao Frontier Phase II Fund [13] - Nuotai Bio expects a year-on-year increase of 32% to 45% in net profit attributable to shareholders for the first half of the year, driven by significant growth in sales of peptide raw materials [14] - Wealth Trend's actual controller and chairman plans to reduce his holdings by no more than 3% of the company's shares [15] - Wankai New Materials announced that some production facilities will undergo maintenance, which is expected to significantly impact the company's overall performance [16] - Huaya Intelligent stated that it is engaged in the research and production of dry electrode rolling equipment systems for solid-state batteries [17] - Changling Hydraulic announced that its controlling shareholder is planning a change of control, leading to a suspension of its stock [18] - China Power Construction signed a contract for a mining and transportation project in Guinea worth approximately 5.063 billion yuan [19]

（原标题：上市公司动态 | 招商银行150亿筹建金融资产投资公司，中国核电上半年发电量同比增15.65%） 招商银行(600036.SH)公告称，公司已收到国家金融监督管理总局的批复，获准筹建招银金融资产投资有限公司。该公司注册资本为150亿元，为 招商银行全资子公司。根据公司介绍，设立招银金融资产投资有限公司系本公司积极响应国家号召，主动融入国家发展大局的重要举措。此举有 助于本公司专业化开展市场化债转股及股权投资试点业务，为企业提供全方位、多层次的融资支持，进一步提升本公司综合化经营能力，全面推 动高质量发展。 中国核电2025年上半年发电量同比增长15.65% 中国核电(601985.SH)公告称，2025年上半年累计商运发电量为1,217.76亿千瓦时，同比增长15.65%；上网电量为1,151.04亿千瓦时，同比增长 15.92%。其中，核电部分发电量998.61亿千瓦时，同比增长12.01%；新能源部分发电量219.15亿千瓦时，同比增长35.76%。 再融资动态 万科A向深铁集团申请不超过62.49亿元借款并展期部分已有借款 万科A(000002.SZ)公告称，公司向第一大股东深铁集团申请不超过 ...

Key Points - The stock of Renle will be delisted on July 4, 2025 [1] - Hualing Steel has been acquired by Xintai Life Insurance with a shareholding ratio of 5% [1] - Vanke A has applied for a loan of up to 6.249 billion yuan from Shenzhen Metro Group [1] - ST Yazhen has completed stock trading verification and will resume trading tomorrow [1] - Aerospace Chuangxin has regained procurement qualifications for military material engineering services [1] - Shangwei New Materials' controlling shareholder is planning a major event, and the stock will remain suspended [1] - Changling Hydraulic's actual controller is planning a change of control, and the stock will be suspended from tomorrow [1] - China Merchants Bank has been approved to establish China Merchants Financial Asset Investment Co., with a registered capital of 15 billion yuan [1] - Liugang Co. has experienced a potential irrational speculation risk with its stock [1] Operating Performance - Brothers Technology expects a net profit increase of 325% to 431.25% year-on-year for the first half of the year [1] - Huayin Power anticipates a net profit increase of 175 million to 215 million yuan year-on-year for the first half [1] - Xutian Salt Industry expects a net profit decrease of 76.34% to 80.29% year-on-year for the first half [1] - Juguang Technology expects a net loss of 42 million to 54 million yuan for the first half [1] - Beibu Gulf Port reported a cargo throughput of 31.1158 million tons in June, a year-on-year increase of 2.56% [1] - China Nuclear Power generated 115.104 billion kWh of electricity in the first half, a year-on-year increase of 15.92% [1] - Changyuan Power completed a power generation of 16.715 billion kWh in the first half, a year-on-year decrease of 8.3% [1] - Poly Developments signed contracts worth 29.011 billion yuan in June, a year-on-year decrease of 30.95% [1] Shareholding Changes - Jingye Da's actual controller plans to reduce holdings by no more than 3% [1] - Deyi Cultural Creation's actual controller Wu Tifang plans to reduce holdings by no more than 3% [1] - Caifu Trend's actual controller and chairman plan to reduce holdings by no more than 3% [1] - Annuo Qi's actual controller plans to reduce holdings by no more than 2% [1] - Suotong Development's actual controller and concerted actors plan to reduce holdings by no more than 2.21% [1] - Dingsheng Co.'s controlling shareholder plans to reduce holdings by no more than 1.71% [1] - Weitang Industrial's controlling shareholder plans to reduce holdings by no more than 1.95% [1] - Jinlong Automobile's Fujian Investment Group plans to reduce holdings by no more than 1% [1] - Wanye Enterprises' Guosheng Capital plans to reduce holdings by no more than 0.2% [1] - Zhonggang Luonai's Guoxin Shuangbai No.1 plans to reduce holdings by no more than 0.5% [1] - Funeng Technology's Shenzhen Anyan Investment plans to reduce holdings by no more than 1% [1] - Ankang Technology's Shenzhen High-tech Investment plans to reduce holdings by no more than 3% [1] - Donglai Technology plans to reduce no more than 1.2048 million repurchased shares [1] - Qujiang Cultural Tourism's controlling shareholder's 12 million shares are set to be auctioned [1] - Hesheng Silicon Industry's controlling shareholder plans to exchange no more than 1% of shares for ETF shares [1] Contract Awards - Boshi Co. signed an outsourcing service contract worth 109 million yuan with Guangxi Petrochemical [1] - Zhongyou Engineering's subsidiary signed a contract worth 294 million USD for the Atavi GMP pipeline project with Total Energy [1] - China Electric Power Construction's subsidiary signed a mining transportation project contract worth approximately 5.063 billion yuan [1] Other Developments - Xingxin New Materials plans to invest in a project with an annual output of 153,000 tons of polyolefin amine series products [4] - Haishun New Materials plans to acquire Sirewen Company to expand the application of electronic film materials in the semiconductor field [4] - Wankai New Materials is undergoing production reduction and maintenance, which is expected to significantly impact overall operating performance [4] - Donghu High-tech is participating in the establishment of the Donggao Frontier Phase II Fund to improve the development model of the park operation sector [4] - Jiete Biological plans to participate in the establishment of an industrial fund primarily investing in early and mid-stage biopharmaceutical projects [4] Asset Sales - Nord Shares plans to sell 70% equity of its wholly-owned subsidiary Jiangsu Lianxin for 70 million yuan [5]

关于控股股东及其一致行动人部分股份质押及解质押的公告 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法律责任。 证券代码：603260 证券简称：合盛硅业 公告编号：2025-041 重要内容提示： 合盛硅业股份有限公司 | | | | | | | | 续之日止 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合盛 | 控股股东 | 1,600,000 | 股 | 否 | 否 | 2025/6/27 | 至办理解除 质押登记手 | | | | | | 集团 | | | | | | | | 陈某某 | 0.29% | 0.14% | 生产经营 | | | | | | | | | 续之日止 | | | | | | 合盛 | 控股股东 | 2,480,000 | 股 | 否 | 否 | 2025/6/27 | 至办理解除 质押登记手 | | | | | | 集团 | | | | | | | | 朱某某 | 0.45% | ...