Group 1 - The core point of the news is that Hoshine Silicon Industry (合盛硅业) announced a share transfer plan by its controlling shareholder, Ningbo Hoshine Group, to transfer 60 million shares, representing 5.08% of the total share capital, to Xiao Xiugan at a price of 43.9 yuan per share, totaling 2.634 billion yuan, which is slightly below the market price [1] - Prior to the transfer, Hoshine Group and its concerted parties held 929 million shares, accounting for 78.59% of the total share capital, which will decrease to 73.51% post-transfer [1] - Hoshine Group is also optimizing the company's equity structure by participating in the exchange of shares for an ETF, with a maximum of 1% of the total share capital involved [1] Group 2 - Hoshine Silicon Industry expects a net loss of 300 million to 400 million yuan for the first half of 2025, attributed to weak downstream demand in the industrial silicon sector and a significant decline in sales prices [2] - The company faces challenges due to a supply-demand imbalance in industrial silicon and polysilicon markets, exacerbated by a decrease in terminal demand following a solar installation rush [2] - To navigate the industry cycle's bottom, the company plans to focus on core operations, optimize resource allocation, and improve production processes to maintain positive cash flow and sustainable development [2] Group 3 - The management of Hoshine Silicon Industry indicated that the current expansion cycle in the organic silicon industry is nearing its end, with supply-demand mismatches trending towards balance [3] - The company anticipates that the demand for organic silicon will maintain a high growth rate in 2025, driven by emerging industries such as renewable energy, 5G, and ultra-high voltage [3]

Core Points - The company announced a cash dividend distribution of 0.45 CNY per share for the fiscal year 2024, approved at the shareholders' meeting on June 26, 2025 [2][4] - The total cash dividend to be distributed amounts to approximately 527.59 million CNY, based on the adjusted total share capital of 1,172,432,523 shares after excluding shares held in the repurchase account [4][6] Dividend Distribution Details - The cash dividend distribution will be 4.5 CNY for every 10 shares held, with no stock bonus or capital reserve conversion [4][6] - The company will not distribute dividends for shares held in the repurchase account [3][7] - The reference price for ex-dividend trading will be calculated based on the last closing price minus the cash dividend per share [5][6] Taxation Information - Individual shareholders holding shares for less than one month will incur a 20% tax on dividends, while those holding for more than one month but less than one year will incur a 10% tax [8] - For qualified foreign institutional investors (QFII), a 10% withholding tax will apply, resulting in a net dividend of 0.405 CNY per share [9][10] - Other institutional investors will receive a gross dividend of 0.45 CNY per share, with tax obligations to be handled by the investors themselves [10]

Group 1 - The core viewpoint of the article highlights the recent performance and financial announcements of 合盛硅业, including a decline in stock price and a proposed dividend distribution [1] - On August 12, 合盛硅业's stock closed at 53.83 yuan, down 1.43% from the previous trading day, with a trading volume of 60,860 lots and a transaction amount of 328 million yuan [1] - The company specializes in the research, production, and sales of industrial silicon and organic silicon products, which are widely used in construction, electronics, and new energy sectors [1] Group 2 - The company announced a profit distribution plan for 2024, proposing a cash dividend of 4.5 yuan (including tax) for every 10 shares, with the record date set for August 18, 2025 [1] - On August 12, the net outflow of main funds was 24.47 million yuan, with a cumulative net outflow of 66.37 million yuan over the past five days [1]

Core Viewpoint - The company announced a cash dividend distribution plan for the year 2024, indicating a commitment to returning value to shareholders through cash payouts [1] Group 1 - The annual profit distribution plan includes a cash dividend of 4.5 yuan (after tax) for every 10 shares held [1] - The record date for the dividend is set for August 18, 2025, and the ex-dividend date is August 19, 2025 [1] - The profit distribution does not involve any bonus shares or capital reserve fund transfers to increase share capital [1]

Group 1 - The core opinion of the document is that the differentiated dividend distribution plan of Hoshine Silicon Industry Co., Ltd. complies with relevant laws and regulations, and does not harm the interests of the company and all shareholders [5][7]. - The company plans to distribute a cash dividend of 4.5 yuan (including tax) for every 10 shares, totaling approximately 527.59 million yuan (including tax) [6][7]. - The total number of shares participating in the distribution is 1,172,432,523 shares, after excluding the repurchased shares [6][7]. Group 2 - The company has completed the repurchase of 9,774,418 shares, which will not participate in the profit distribution [5][6]. - The reference price for ex-dividend is calculated to be approximately 55.31 yuan per share, with a minimal impact of 0.0067% on the ex-dividend reference price due to the differentiated dividend distribution [6][7]. - The legal opinion confirms that the company has provided all necessary documents and that the information is accurate and complete [3][4].

合盛硅业股份有限公司 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： ? 每股分配比例 A 股每股现金红利0.45元 证券代码：603260 证券简称：合盛硅业 公告编号：2025-048 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/8/18 | － | 2025/8/19 | 2025/8/19 | | ? 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等有关规定，公司 存放于回购专用证券账户的股份不参与利润分配。 （一）本次差异化分红的方案 根据公司 2024 年年度股东大会审议通过的《关于公司 2024 年度利润分配预案的议案 ...

地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 关于合盛硅业股份有限公司 差异化分红事项的 法律意见书 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于合盛硅业股份有限公司差异化分红事项的 法律意见书 致：合盛硅业股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受合盛硅业股份有限公司 （以下简称"公司"、"合盛硅业"）委托，根据《中华人民共和国公司法》（以 下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、《上 市公司股份回购规则》（以下简称《回购规则》）、《上海证券交易所上市公司 自律监管指引第 7 号——回购股份》（以下简称《回购股份指引》）以及《合盛 硅业股份有限公司章程》（以下简称《公司章程》）等有关规定，就公司 2024 年度利润分配所涉及的差异化分红（以下简称"本次差异化分红"）相关事宜出 具本法律意见书。 声明事项 一、 本所及本所经办律师依据《公司法》《证券法》及中国证监会的相关 规定及本法律意见书出具日以前已经发生或者存 ...

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： 每股分配比例 证券代码：603260 证券简称：合盛硅业 公告编号：2025-048 合盛硅业股份有限公司 2024年年度权益分派实施公告 A 股每股现金红利0.45元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/8/18 | － | 2025/8/19 | 2025/8/19 | 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 26 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等有关规定，公司 存放于回购专用证券账户的股份不参与利润分配。 3. 差异化 ...

Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a recovery in profitability, driven by a tightening supply of glyphosate and glufosinate, leading to price increases [4][20] - The "anti-involution" policy is expected to be a key focus in 2025 and beyond, aiming to optimize the competitive landscape in the chemical industry [26] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 1.1% this week, with 76.7% of the 545 tracked stocks showing weekly gains [17] - The average price of glyphosate increased to 26,399 CNY/ton, a rise of 0.37% from the previous week, while glufosinate also saw a price increase [21][22] Key Products Tracking - Urea and potassium chloride prices have risen, while phosphorite and phosphates remain stable [52] - The average price of urea reached 1,780 CNY/ton, up 0.62% from the previous week, driven by improved market sentiment [52][54] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6][26] - Beneficiary stocks include companies like Jiangshan Co., Ltd. and Hebei New Chemical Materials [24][27]