Core Viewpoint - On August 6, no A-share listed companies disclosed any increase in shareholding, while 23 companies announced share reductions by their shareholders [1] Summary by Category Share Reduction Details - Keri Technology: Shareholders plan to reduce their holdings by no more than 3.03% of the company's shares [2] - Tianhe Co.: Director and senior management member Luo Xuanbin plans to reduce holdings by no more than 0.15% [2] - Mind Electronics: Shareholders intend to reduce holdings by no more than 4% of the total share capital [2] - Maidi Technology: Shareholder Wang Jianhua plans to reduce holdings by no more than 0.2321% [2] - Tianneng Heavy Industry: Specific shareholder Zheng Xu plans to reduce holdings by no more than 30.0845 million shares [2] - Kabeiyi: Directors and senior management plan to reduce their holdings [2] - Jingsheng Co.: Shareholder Xinrui Jicheng plans to reduce holdings by no more than 3% [2] - Anlian Ruishi: Huiwen Tianfu and Qi Liang plan to reduce a total of no more than 700,000 shares [2] - Lichang Food: Shareholders Li Gao Xing and Li Gao Chuang plan to reduce their holdings [2] - Shuyuan Pingmin: Controlling shareholder plans to reduce holdings by no more than 2% [2] - Qianhong Pharmaceutical: Shareholders holding more than 5% plan to reduce holdings by no more than 2.09 million shares [2] - Zhongsheng Pharmaceutical: Director and executive Long Chunhua plans to reduce holdings by no more than 900,000 shares [2] - Kangqiang Electronics: Shareholder Si Maishi plans to reduce holdings by no more than 1% [2] - Pulutong: Shareholders plan to reduce holdings by no more than 0.98% [2] - Binhua Co.: Shareholder Zhang Zhongzheng plans to reduce holdings by no more than 0.8211% [2] - Kanshe Co.: Five individual shareholders plan to reduce holdings by no more than 0.99% [2] - Haoyuan Pharmaceutical: Su Xin Fund plans to reduce holdings by no more than 3% [2] - Diweier: Shareholders plan to reduce holdings by no more than 0.82% [2] - Dongfang Guoxin: Controlling shareholder reduced holdings by 2.68 million shares on August 5 [2] - Feilin Geer: During stock price fluctuations, CEO Liu Dunyin reduced holdings by 8,600 shares [2] - Yongxin Optical: Angao International plans to reduce holdings by no more than 200,000 shares [2] - Wuzhou Special Paper: Controlling shareholder's concerted action plans to reduce holdings by no more than 0.36% [2] - Tianyang New Materials: Zhuhai Hengqin Caidong Fund plans to reduce holdings by no more than 3% [2]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved an operating income of 4.258 billion yuan and a net profit of 1.123 billion yuan in the first half of 2025, with total comprehensive income of 1.106 billion yuan [3] - Shanghai Pudong Development Bank's net profit for the first half of 2025 was 29.737 billion yuan, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [6] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [7] - Shengmei Shanghai reported a net profit of 696 million yuan for the first half of 2025, representing a year-on-year increase of 56.99% [14] Group 2: Regulatory and Corporate Actions - Sino Medical's subsidiary received breakthrough medical device designation from the FDA for its intracranial atherosclerosis treatment product, marking it as the first of its kind globally [2] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [8] - Tianyang Technology is planning to purchase equity in Tonglian Financial Services, with key transaction details still under negotiation [10] - Dongfang Guoxin's major shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [5] - Filinger's president reduced his holdings by 8,600 shares during a period of stock price volatility, while other executives did not sell shares [4]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved a net profit of 1.123 billion yuan in the first half of 2025, with total operating income of 4.258 billion yuan and total comprehensive income of 1.106 billion yuan [1] - Shanghai Pudong Development Bank reported a net profit of 29.737 billion yuan for the first half of 2025, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [4] - Xianhe Co., Ltd. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [5] - Shunbo Alloy reported a net profit growth of 110.56% year-on-year for the first half of 2025 [12] Group 2: Regulatory and Corporate Actions - Sino Medical announced that its subsidiary received breakthrough medical device designation from the FDA for a new intracranial atherosclerosis treatment product, marking a significant milestone as the first of its kind globally [1] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6][7] - Tianyang Technology is planning to purchase equity in Tonglian Jinfu and related companies, with key transaction details still under negotiation [8] - Filinger reported stock price fluctuations, with the president reducing his holdings by 8,600 shares during a period of abnormal trading activity [2] - Dongfang Guoxin's controlling shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [3]

证券代码：603330 证券简称：天洋新材 公告编号：2025-053 天洋新材（上海）科技股份有限公司 关于持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 截至本公告披露日，珠海市横琴财东基金管理有限公司－财东汇鑫 2 号私募 证券投资基金（以下简称"珠海横琴财东基金"）持有本公司股份 25,960,419 股，占公司总股本比例为 6%。 上述股东本次拟减持的股份来源为协议转让。 减持计划的主要内容 自本减持计划公告披露之日起 15 个交易日后的 3 个月内进行。在此期间， 珠海横琴财东基金拟通过大宗交易、集中竞价方式合计减持不超过公司总股本的 3%，即减持数量合计不超过 12,980,209 股。其中：采用大宗交易方式减持不超 过公司总股本的 2%，即减持数量不超过 8,653,473 股；采用集中竞价方式减持 不超过公司总股本的 1%，即减持数量不超过 4,326,736 股。 一、减持主体的基本情况 （三）本所要求的其他事项 | 股东名称 ...

天洋新材（603330）(603330.SH)发布公告，自减持计划公告披露之日起15个交易日后的3个月内进行。 在此期间，珠海市横琴财东基金管理有限公司-财东汇鑫2号私募证券投资基金(简称"珠海横琴财东基 金")拟通过大宗交易、集中竞价方式合计减持不超过公司总股本的3%，即减持数量合计不超过1298.02 万股。 ...

来源：金融界 金融界消息 截至2025年8月5日收盘，天洋新材（603330）报收于7.04元，下跌0.14%，换手率1.49%， 成交量6.07万手，成交金额4274.13万元。 资金流向方面，今日主力资金净流出1147.30万元，占比成交额26.84%。其中，超大单净流出409.17万 元、占成交额9.57%，大单净流出738.13万元、占成交额17.27%，中单净流出流入269.08万元、占成交 额6.3%，小单净流入878.22万元、占成交额20.55%。 天洋新材最新一期业绩显示，截至2025一季报，公司营业总收入2.19亿元、同比减少24.39%，归属净利 润253.79万元，同比减少146.52%，扣非净利润309.24万元，同比减少551.08%，流动比率1.262、速动比 率1.083、资产负债率39.48%。 天眼查商业履历信息显示，天洋新材(上海)科技股份有限公司，成立于2002年，位于上海市，是一家以 从事化学原料和化学制品制造业为主的企业。企业注册资本43267.3649万人民币，实缴资本9984.7765万 人民币。公司法定代表人为李哲龙。 通过天眼查大数据分析，天洋新材(上海)科 ...

国际合作 转自：国家药监局网站 智管理总局反垄断执 青输入要查询的内容 司局介绍 育员 司局动态 政策法规 竞争政策与理论研究 通知公告 案件公示 你的位置:首页 > 案件公示 > 无条件批准经营者集中案件公示 2025年7月14日—7月20日 无条件批准经营者集中案件列表 发布时间：2025-07-24 11:05 信息来源：反垄断执法二司 x 96 6 | 序号 | 案件名称 | 参与集中的经营者 | 审结时间 | | --- | --- | --- | --- | | | 鸿海精密工业股份有限公司与日本软银集团海外公司新设合营企业案 | 鸿海精密工业股份有限公司，日本软银集团海外公司 | 2025年7 月14日 | | 2 | 常州百瑞兴阳企业管理有限公司收购天洋新材（上海）科技股份有限 | 常州百瑞兴阳企业管理有限公司，天洋新材（上海）科技股份 | 2025年7 | | | 公司股权案 | 有限公司 | 月14日 | | 3 | Stonepeak Partners LP关联实体收购Global Sea Containers Limited服权 | Stonepeak Partners LP , Gl ...

Core Viewpoint - Tianyang New Materials (Shanghai) Co., Ltd. is expected to report a significant net loss for the first half of 2025, with projections indicating a net profit attributable to shareholders ranging from -8 million to -11.5 million yuan, representing a year-on-year decrease of approximately 81% to 160% [2][5]. Financial Performance Summary - The estimated net profit for the first half of 2025 is projected to be between -8 million and -11.5 million yuan, a decrease of 3.58 million to 7.08 million yuan compared to the same period last year [2][5]. - After excluding non-recurring gains and losses, the net profit is expected to be between -6.45 million and -9.95 million yuan, which indicates an increase of 1.15 million to 4.65 million yuan year-on-year, translating to a growth of approximately 10% to 42% [3][6]. Business Impact Analysis - The company's main business segments, including hot melt adhesives, electronic adhesives, and wall fabric businesses, have shown stable operations. However, revenue from photovoltaic encapsulation adhesive films has decreased by approximately 55% compared to the previous year due to overall industry overcapacity and ongoing price competition, leading to low selling prices and even negative gross margins [8][9]. - The decision to reduce order volumes in response to the adverse market conditions has resulted in decreased revenue, while the company continues to incur depreciation costs on its facilities and equipment that are already in use, contributing to the overall negative net profit [9]. Comparison with Previous Year - In the same period last year, the total profit was 5.5029 million yuan, with a net profit attributable to the parent company of -4.4166 million yuan. The net profit after excluding non-recurring items was -11.095 million yuan [8]. - The significant percentage changes in the current year's projections are partly due to the low comparative base from the previous year [9].

Group 1 - The company, Tianyang New Materials, is forecasting a net profit of -11.5 million yuan, which represents a decrease of 3.58 million to 7.08 million yuan compared to the same period last year, indicating a year-on-year decrease of approximately 81% to 160% [1][2] - The expected profit for the current period is projected to be between -6.45 million and -9.95 million yuan, which is an increase of 1.15 million to 4.65 million yuan compared to the same period last year, reflecting a year-on-year increase of approximately 10% to 42% [1][2] - The company's previous year's total profit was 5.5029 million yuan, with a net profit attributable to the parent company of -4.4166 million yuan and a net profit after deducting non-recurring gains and losses of -11.095 million yuan [1][2] Group 2 - The main reason for the expected loss is the significant decline in revenue from the photovoltaic encapsulation adhesive film, which decreased by approximately 55% due to overall industry overcapacity and ongoing price competition, leading to a negative gross profit situation [2] - The comparison to the previous year's figures is affected by a relatively small base, which contributes to the large percentage changes in the current profit forecast [2]

[Current Period Performance Forecast](index=1&type=section&id=Item%201.%20Current%20Period%20Performance%20Forecast) The company forecasts a net loss for H1 2025, with attributable net profit between -8 million and -11.5 million CNY, and non-recurring adjusted net profit narrowing losses YoY 2025 Semi-Annual Performance Forecast | Metric | Estimated Amount (CNY) | YoY Change | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | -8 million to -11.5 million | Decrease 81% - 160% | | **Net Profit Attributable to Shareholders of Listed Company After Deducting Non-Recurring Gains and Losses** | -6.45 million to -9.95 million | Increase 10% - 42% | - This performance forecast applies to scenarios of negative net profit and is unaudited by a certified public accountant[3](index=3&type=chunk)[6](index=6&type=chunk) [Prior Period Performance Review](index=2&type=section&id=Item%202.%20Prior%20Period%20Operating%20Performance%20and%20Financials) In H1 2024, the company reported a net loss of -4.4166 million CNY and a non-recurring adjusted net loss of -11.0950 million CNY, which served as a small base for current period YoY changes 2024 Semi-Annual Performance Data | Metric | Amount (CNY) | | :--- | :--- | | Total Profit | 5.5029 million | | Net Profit Attributable to Parent Company | -4.4166 million | | Net Profit Attributable to Parent Company After Deducting Non-Recurring Gains and Losses | -11.0950 million | | Earnings Per Share | -0.01 | [Analysis of Performance Pre-Loss Reasons](index=2&type=section&id=Item%203.%20Main%20Reasons%20for%20Current%20Period%20Performance%20Pre-Loss) The current period's pre-loss is primarily due to the photovoltaic encapsulant film segment, which faced significant revenue decline and negative gross margins from overcapacity and low-price competition, compounded by ongoing depreciation [Impact of Main Business](index=2&type=section&id=Item%203.1.%20Impact%20of%20Main%20Business) The photovoltaic encapsulant film business significantly impacted overall performance with a 55% YoY revenue decline and negative gross margins due to intense competition and depreciation, despite other main businesses remaining stable - The **photovoltaic encapsulant film business** is the primary cause of the loss, with revenue declining by approximately **55% year-over-year** and exhibiting **negative gross margins** due to industry overcapacity and intense price competition[8](index=8&type=chunk) - The company actively reduced order intake for its photovoltaic film business to navigate market conditions, yet ongoing depreciation of operational plants and equipment continues to exacerbate losses[8](index=8&type=chunk) - Other core businesses, including **hot melt adhesive, electronic adhesive, and wall covering**, maintained stable operations[8](index=8&type=chunk) [Impact of Small Prior Period Comparison Base](index=2&type=section&id=Item%203.2.%20Impact%20of%20Small%20Prior%20Period%20Comparison%20Base) The large YoY percentage change in attributable net profit is primarily due to the small loss base from the prior year - The substantial year-over-year percentage change in **net profit attributable to the parent company** is primarily due to the **small comparison base** from the prior year[9](index=9&type=chunk) [Risk Warning and Other Matters](index=2&type=section&id=Item%204.%20Risk%20Warning) The company emphasizes this performance forecast is preliminary and unaudited, with final data subject to the 2025 semi-annual report, advising investors of risks and confirming no significant uncertainties - This performance forecast is based on **preliminary estimations** and remains **unaudited** by an accounting firm[10](index=10&type=chunk) - The company confirms that as of the reporting period end, no **significant uncertainties** exist that could impact the accuracy of this performance forecast[10](index=10&type=chunk) - Final accurate financial data will be based on the company's officially disclosed **audited 2025 semi-annual report**, advising investors to be aware of associated risks[12](index=12&type=chunk)