炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月26日晚，百傲化学（603360）披露，控股股东大连通运投资有限公司（简称"通运投资"）、持股 5%以上股东大连光曜致新舒鸿企业管理咨询合伙企业（有限合伙）（简称"光曜致新"）合计转让公司 总股本的10%给刘红军。转让价格为每股28.116元，总对价为19.86亿元。转让前刘红军未持有公司股 份，转让后持有10%股份。 刘红军现任百傲化学董事、联席总经理。这位联席总经理对公司的增持可谓大手笔。历史公告显示，他 是百傲化学跨界半导体的核心人物，2024年业绩承诺完成率103.29%，并且正负责公司与国内高校及研 究机构的合作项目，推动国产大世代刻蚀装备的产业化落地。 | 百傲化学 < > G Q 603360 品股通 ▲ | | --- | | 32.00 34.36 最低 34.09 今开 32.00 最高 | | 9.12% 2.85 换手 3.27% 总手 23.1万 金额 7.74亿 | | 总值 240.8亿 流值 240.8亿 市盈 144.46 更多 | | 分时 | 五日 日 K 周Ｋ | | 目K | 申念 | | ...

信息披露义务人：刘红军 登录新浪财经APP 搜索【信披】查看更多考评等级 上市公司名称：大连百傲化学股份有限公司 股票上市地点：上海证券交易所 股票简称：百傲化学 股票代码：603360 住所：北京市****** 通讯地址：江苏省苏州市****** 股份变动性质：股份增加（协议转让） 签署日期：二〇二五年十一月 信息披露义务人声明 一、本报告书依据《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》及相关的法律、法规编制。 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。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》等规定，本报告书已全面披露信息披露 义务人在大连百傲化学股份有限公司中拥有权益的股份变动情况。截至本报告书签署之日，除本报告书 披露的信息外，上述信息披露义务人没有通过任何其他方式增加其在大连百傲化学股份有限公司中拥有 权益的股份。 四、本次权益变动事项尚需取得上海证券交易所合规性审查确认意见，并在中国证券登记结算有限责任 公司上海分公司办理股份过户登记手续。本次交易尚存在一定的不确定性，提请投资者注意投资风险。 ...

Group 1 - The Ministry of Commerce of China and the European Commission discussed semiconductor supply chain issues, emphasizing the need for constructive communication between ASML Netherlands and ASML China to stabilize the global semiconductor supply chain [2] - Vanke faced a significant decline in both stock and bond markets, with some bonds dropping over 35% and the stock price nearing historical lows, prompting a meeting regarding bond extension [2] - The Chinese government instructed domestic airlines to reduce flights to Japan before March 2026, reflecting ongoing diplomatic tensions [3] Group 2 - Six departments in China released a plan to enhance the adaptability of consumer goods supply and demand, aiming for a significant optimization of the supply structure by 2027 [3] - The National Development and Reform Commission announced a new management method for credit repair, effective from April 2026, categorizing dishonest information into three levels [3] - The A-share market saw fluctuations, with the Shanghai Composite Index closing down 0.15%, while the Shenzhen Component Index and the ChiNext Index recorded gains [4] Group 3 - Li Auto reported a 36.2% year-on-year decline in Q3 revenue, with an adjusted net loss of 360 million yuan, and projected a further decline in Q4 revenue [5] - The insurance sector welcomed new funds into long-term investment trials, with a new private equity fund entering operation [4] - The Chinese Nonferrous Metals Industry Association opposed the zero or negative processing fees in the copper smelting industry, calling for better management of copper smelting capacity [8] Group 4 - The medical device market in China is expected to reach 1.22 trillion yuan by 2025, with a significant increase in the number of production enterprises [9] - The financial support plan in Guangdong aims to facilitate industry chain integration and improve the quality of listed companies [8] - The Hong Kong stock market saw a net sell-off of 39.52 billion HKD by southbound funds, with notable movements in major tech stocks [4]

百傲化学（603360）11月26日晚间披露简式权益变动报告书，公司董事、联席总经理刘红军通过协议转 让方式受让上市公司10%股份，对价约19.86亿元。本次权益变动旨在推动上市公司半导体业务长期稳 健发展。 刘红军担任百傲化学董事、联席总经理，并任苏州芯慧联半导体科技有限公司董事长、总经理，以及芯 慧联新(苏州)科技有限公司董事长。刘红军是中国籍自然人，无其他国家或地区的居留权。 公告称，本次权益变动的核心目的在于进一步提升百傲化学与半导体业务团队的深度融合，为上市公司 半导体业务发展注入长期动能，进而推动公司整体业务长期稳健发展。 关于本次股份受让的资金来源，公告称为刘红军处置本人名下股权资产所获款项，资金来源合法合规。 今年4月9日，百傲化学发布公告表示，鉴于公司主要业务将由化工业务逐步扩展至化工和半导体业务， 为满足战略发展需要，逐渐形成化工、半导体两大业务板块各自独立发展的经营格局，任命刘红军为公 司联席总经理，负责管理公司半导体业务板块。 刘红军在半导体设备领域从业多年，是一名半导体设备行业的老将，曾任东电光电半导体设备(昆山)有 限公司总监、北京亦盛精密半导体有限公司总经理。 刘红军与大连通运投 ...

Focus 1: Jianlong Micro-Nano (688357) - The company has terminated the planning of a major asset restructuring, which was intended to acquire at least 51% of Shanghai Hanxing Energy Technology Co., Ltd. through cash payment for equity [1] Focus 2: Industrial Fulian - The company has adjusted the maximum repurchase price for its shares from 19.36 yuan per share to 75.00 yuan per share, reflecting confidence in its future development and market conditions [2] Focus 3: *ST Dongtong - The company received a prior notice from the Shenzhen Stock Exchange regarding the proposed termination of its stock listing [3] Focus 4: Fundraising & Restructuring - Aolaide plans to raise up to 299.71 million yuan through a simplified procedure for issuing shares to specific targets, with proceeds allocated for OLED display core material production and working capital [4] - Maigemi has received approval from the Shenzhen Stock Exchange for its application to issue shares to specific targets, meeting all necessary conditions [4] - Su Yan Jingshen has also received approval for its share issuance application, pending final registration with the China Securities Regulatory Commission [4] Focus 5: Important Matters - Baiao Chemical's major shareholders are transferring a total of 10% of the company's shares to Liu Hongjun, resulting in him holding 10% of the total share capital post-transfer [5][6] - Zhejiang Pharmaceutical is planning to spin off its subsidiary for a listing on the Hong Kong Stock Exchange, which will not affect its control over the subsidiary [6] - Huafeng Aluminum is acquiring 100% of Shanghai Huafeng Puen Polyurethane Co., Ltd. for 100.06 million yuan, which will enhance its operational efficiency and market competitiveness [7] Focus 6: New Investments - Fuda Co. is establishing a wholly-owned subsidiary with an investment of 30 million yuan to enhance its forging business and related manufacturing capabilities [8] - Jianghai Co. is forming a joint venture to establish an innovation research institute with a registered capital of 50 million yuan, focusing on strategic technology research [9][10] Focus 7: Capital Market Activities - Zhongshan Bank has issued 60 billion yuan of subordinated debt with a fixed interest rate of 2.16% for a term of 10 years [17] - China Iron and Steel Group plans to increase its stake in China Iron and Steel Co. by investing between 65 million and 130 million yuan over the next six months [18]

百傲化学(603360)今日晚间披露简式权益变动报告书，公司董事、联席总经理刘红军通过协议转让方式 受让上市公司10%股份，共对价约19.86亿元。本次权益变动旨在推动上市公司半导体业务长期稳健发 展。 刘红军担任百傲化学董事、联席总经理，此外，并任职苏州芯慧联半导体科技有限公司董事长、总经 理，以及芯慧联新（苏州）科技有限公司董事长。他为中国籍自然人，无其他国家或地区的居留权。 刘红军与大连通运投资有限公司（下称"通运投资"）、大连光曜致新舒鸿企业管理咨询合伙企业（有限 合伙）（下称"光曜致新"）于2025年11月26日签订《股份转让协议》。 公告称，本次权益变动的核心目的在于进一步提升百傲化学与半导体业务团队的深度融合，为上市公司 半导体业务发展注入长期动能，进而推动公司整体业务长期稳健发展。 关于本次股份受让的资金来源，报告书称为刘红军处置本人名下股权资产所获款项，资金来源合法合 规。 今年4月9日，百傲化学发布公告表示，鉴于公司主要业务将由化工业务逐步扩展至化工和半导体业务， 为满足战略发展需要，逐渐形成化工、半导体两大业务板块各自独立发展的经营格局，任命刘红军先生 为公司联席总经理，负责管理公司半导 ...

本次协议转让前，刘红军先生未持有公司股份；本次协议转让后，刘红军先生持有公司股份数量为 70,622,364股，占公司总股本的10.00%。 本次协议转让不涉及公司控制权变更，不会导致公司控股股东、实际控制人发生变化，不会对公司治理 结构及持续经营产生重大影响，不涉及要约收购。 本次协议转让前，光曜致新持有公司股份数量为182,411,659股，占公司总股本的25.83%；本次协议转 让后，光曜致新持有公司股份数量为147,100,477股，占公司总股本的20.83%。 格隆汇11月26日丨百傲化学(603360.SH)公布，2025年11月26日，控股股东大连通运投资有限公司（以 下简称"通运投资"）、公司持股5%以上股东大连光曜致新舒鸿企业管理咨询合伙企业（有限合伙） （以下简称"光曜致新"）与刘红军先生签订《股份转让协议》，约定通运投资拟通过协议转让的方式向 自然人刘红军先生转让其持有的公司35,311,182股股份，占公司总股本的5.00%；光曜致新拟通过协议 转让的方式向自然人刘红军先生转让其持有的公司35,311,182股股份，占公司总股本的5.00%。 本次协议转让前，通运投资持有公司股份数量为 ...

Core Points - The company Baiao Chemical (603360.SH) announced a share transfer agreement involving its major shareholders [1][2] - The agreement involves the transfer of 35,311,182 shares from controlling shareholder Dongguan Tongyun Investment Co., Ltd. and over 5% shareholder Guangyao Zhixin to individual Liu Hongjun, each representing 5% of the company's total share capital [1][2] - Following the transfer, Tongyun Investment's shareholding will decrease from 29.96% to 24.96%, while Guangyao Zhixin's shareholding will decrease from 25.83% to 20.83% [1] Shareholding Changes - Before the transfer, Liu Hongjun did not hold any shares in the company; after the transfer, he will hold 70,622,364 shares, representing 10% of the total share capital [2] - The share transfer does not involve a change in control of the company and will not affect the governance structure or ongoing operations significantly [2]

本次协议转让不涉及公司控制权变更，不会导致公司控股股东、实际控制人发生变化。转让价格为每股 28.116元，总对价为19.86亿元。转让款分两期支付，首期款为10亿元，第二期款为剩余部分。转让完成 后，通运投资和光曜致新持股比例分别降至24.96%和20.83%，刘红军则持有公司10%股份。本次转让是 为了在股权结构层面形成公司核心经营团队的深度绑定和发展合力。 百傲化学（603360）(603360.SH)发布公告，公司控股股东通运投资、持股5%以上的股东光曜致新拟分 别将其持有的3531.12万股、3531.12万股股份协议转让给自然人刘红军，分别占公司总股本的5%、 5%。 ...

Core Viewpoint - Baiao Chemical (603360.SH) announced the transfer of shares by its controlling shareholder Tongyun Investment and a significant shareholder Guangyao Zhixin to individual Liu Hongjun, which will not change the company's control structure [1] Share Transfer Details - Tongyun Investment and Guangyao Zhixin will transfer 35.31 million shares each, representing 5% of the company's total share capital [1] - The transfer price is set at 28.116 yuan per share, totaling 1.986 billion yuan [1] - Payment for the transfer will occur in two installments: an initial payment of 1 billion yuan followed by the remaining amount [1] Post-Transfer Shareholding Structure - After the transfer, Tongyun Investment's shareholding will decrease to 24.96%, while Guangyao Zhixin's will drop to 20.83% [1] - Liu Hongjun will acquire a 10% stake in the company following the transfer [1] Strategic Intent - The share transfer aims to strengthen the binding and collaborative development of the company's core management team at the equity structure level [1]