Core Viewpoint - Wihua New Materials (603310.SH) has clarified that there is no collaboration with Cambrian [1] Company Summary - Wihua New Materials confirmed on the investor interaction platform that it does not have any related cooperation with Cambrian [1]

Core Viewpoint - Zhejiang Wihua New Materials Co., Ltd. has engaged in a joint investment with its controlling shareholder, Dongyang Yinghua Holdings Co., Ltd., in a private equity fund, marking a significant related party transaction [1][2]. Group 1: Investment Details - The company has committed a capital contribution of 70 million yuan, representing a 7.37% stake in the partnership [1]. - Dongyang Yinghua Holdings has contributed 30 million yuan, accounting for a 3.16% stake in the same partnership [1]. - The private equity fund is named Yangzhou Dinglong Qishun Equity Investment Partnership (Limited Partnership) [2]. Group 2: Fund Management and Compliance - The fund has completed the registration process with the Asset Management Association of China and has obtained the Private Investment Fund Registration Certificate [2]. - The management of the fund is handled by Xi'an Longding Investment Management Co., Ltd., with the custodian being China Merchants Bank Co., Ltd. [2]. - The registration date for the fund is September 8, 2025 [2].

浙江巍华新材料股份有限公司（以下简称"公司"）与控股股东东阳市瀛华 控股有限公司（以下简称"瀛华控股"）共同向扬州鼎龙启顺股权投资合伙企业 （有限合伙）（以下简称"标的基金"）进行投资。其中公司作为有限合伙人以 自有资金的方式认缴出资 7,000 万元，占合伙企业 7.37%的份额。瀛华控股作为 有限合伙人以自有资金的方式认缴出资 3,000 万元，占合伙企业 3.16%的份额。 标的基金的普通合伙人、执行事务合伙人为西安禾盈创业投资有限公司，标的基 金管理人为西安龙鼎投资管理有限公司。本次投资事项构成公司与关联方共同投 资的关联交易，具体内容详见公司于 2025 年 7 月 26 日刊登于上海证券交易所网 站（www.sse.com.cn）上的相关公告《关于与控股股东共同投资暨关联交易的公 告》。 二、对外投资进展情况 近日，公司收到基金管理人通知，该合伙企业已在中国证券投资基金业协会 完成备案手续并取得《私募投资基金备案证明》，备案信息如下： 基金名称：扬州鼎龙启顺股权投资合伙企业（有限合伙） 证券代码：603310 证券简称：巍华新材 公告编号：2025-050 浙江巍华新材料股份有限公司 关于与控股股 ...

Group 1 - The company, Wehua New Materials (603310.SH), primarily produces chlorotoluene and trifluoromethylbenzene series intermediate products [1] - Currently, the company does not have any research and development plans related to innovative drugs [1]

Group 1 - The company, Wehua New Materials (603310.SH), primarily produces chlorotoluene and trifluoromethylbenzene series intermediate products [1] - The company does not engage in the production of insecticides related to the chikungunya epidemic [1]

Group 1 - The core point of the article is that Wihua New Materials (603310.SH) does not produce electronic fluorinated liquids and focuses on chlorotoluene and trifluoromethylbenzene intermediates [1] Group 2 - The company currently specializes in the production of intermediates related to chlorotoluene and trifluoromethylbenzene [1]

格隆汇9月4日丨巍华新材(603310.SH)在投资者互动平台表示，公司目前无直接的电子级相关产品。 ...

格隆汇9月4日丨巍华新材(603310.SH)在投资者互动平台表示，公司目前业务没有涉及固态电池上游原 料。 ...

Group 1 - The core viewpoint of the news highlights the financial performance and trading activity of Zhejiang Weihua New Materials Co., Ltd., indicating a decline in revenue and profit, alongside significant trading metrics in the stock market [1][2]. Group 2 - On September 3, Weihua New Materials experienced a stock price drop of 0.89%, with a trading volume of 36.1 million yuan. The financing buy amount was 2.64 million yuan, while the financing repayment was 4.21 million yuan, resulting in a net financing buy of -1.57 million yuan. The total financing and securities balance reached 118 million yuan [1]. - The financing balance of Weihua New Materials is 118 million yuan, accounting for 3.58% of the circulating market value, which is above the 60th percentile level over the past year, indicating a relatively high position [1]. - As of September 3, there were no shares sold or repaid in the securities lending market, with a lending balance of 0.00 yuan, placing it above the 90th percentile level over the past year, also indicating a high position [1]. - As of August 20, the number of shareholders of Weihua New Materials reached 20,000, an increase of 17.93%, with an average of 9,223 circulating shares per person, up by 126.58% [2]. - For the first half of 2025, Weihua New Materials reported a revenue of 437 million yuan, a year-on-year decrease of 30.71%, and a net profit attributable to the parent company of 83.15 million yuan, down 52.91% year-on-year [2]. - Since its A-share listing, Weihua New Materials has distributed a total of 242 million yuan in dividends [3].

Market Overview - As of 10:29 AM today, the Shanghai Composite Index stands at 3864.71 points, above the annual line, with a change of 0.18% [1] - The total trading volume of A-shares today is 138.21 billion yuan [1] Stocks Breaking Annual Line - A total of 41 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Energy Iron Han (节能铁汉) with a deviation rate of 14.24% and a daily increase of 14.69% [1] - Qidi Environment (启迪环境) with a deviation rate of 7.10% and a daily increase of 10.26% [1] - ST Quanwei (ST泉为) with a deviation rate of 6.60% and a daily increase of 9.06% [1] Detailed Stock Performance - The following table summarizes the performance of selected stocks that have recently broken the annual line: | Stock Code | Stock Name | Daily Change (%) | Turnover Rate (%) | Annual Line (yuan) | Latest Price (yuan) | Deviation Rate (%) | | --- | --- | --- | --- | --- | --- | --- | | 300197 | 节能铁汉 | 14.69 | 5.66 | 2.12 | 2.42 | 14.24 | | 000826 | 启迪环境 | 10.26 | 8.19 | 2.01 | 2.15 | 7.10 | | 300716 | ST泉为 | 9.06 | 3.95 | 10.05 | 10.71 | 6.60 | | 001215 | 千味央厨 | 3.57 | 2.39 | 29.19 | 30.19 | 3.43 | | 601882 | 海天精工 | 5.10 | 1.67 | 20.52 | 21.02 | 2.45 | | 601298 | 青岛港 | 2.59 | 0.45 | 8.54 | 8.72 | 2.09 | | 002771 | 真视通 | 3.22 | 3.18 | 17.64 | 17.97 | 1.85 | | 600653 | 申华控股 | 2.56 | 1.44 | 1.97 | 2.00 | 1.76 | | 300141 | 和顺电气 | 1.77 | 1.04 | 9.07 | 9.22 | 1.63 | | 002390 | 信邦制药 | 2.75 | 1.17 | 3.68 | 3.73 | 1.46 | | 600189 | 泉阳泉 | 1.49 | 1.23 | 7.38 | 7.48 | 1.41 | | 601328 | 交通银行 | 1.51 | 0.53 | 7.28 | 7.38 | 1.40 | | 600518 | 康美药业 | 4.41 | 2.72 | 2.10 | 2.13 | 1.25 | | 300318 | 博晖创新 | 1.18 | 0.45 | 5.92 | 5.98 | 1.08 | | 300144 | 宋城演艺 | 1.49 | 1.35 | 8.82 | 8.88 | 0.72 | | 600916 | 中国黄金 | 1.83 | 2.15 | 8.27 | 8.33 | 0.71 | | 300067 | 安诺其 | 1.48 | 1.87 | 5.44 | 5.47 | 0.61 | | 600272 | 开开实业 | 1.36 | 1.09 | 13.39 | 13.45 | 0.48 | | 603310 | 巍华新材 | 0.61 | 0.69 | 17.96 | 18.05 | 0.47 | | 603718 | 海利生物 | 0.70 | 0.66 | 7.17 | 7.20 | 0.41 | | 603768 | 常青股份 | 0.95 | 0.80 | 12.72 | 12.76 | 0.35 | | 600062 | 华润双鹤 | 1.08 | 0.71 | 19.60 | 19.66 | 0.30 | | 300784 | 利安科技 | 2.40 | 3.84 | 56.62 | 56.78 | 0.29 | | 600236 | 桂冠电力 | 0.32 | 0.05 | 6.32 | 6.34 | 0.28 | | 300076 | GQY视讯 | 1.71 | 1.47 | 6.54 | 6.56 | 0.25 | | 601898 | 中煤能源 | 0.97 | 0.11 | 11.42 | 11.45 | 0.24 | [1]