Group 1: Stock Performance and Risks - Huayang New Materials (600281.SH) has experienced significant stock price fluctuations, with a cumulative increase that deviates from the industry average, indicating potential irrational speculation risks [1] - The company clarified that its main business does not involve rare earth permanent magnets, focusing instead on precious metal recovery and processing, which is facing rising raw material costs due to increasing precious metal prices [1] - Jinniu Chemical (600722.SH) reported that its methanol sales prices have not changed significantly despite a 20% increase in stock price over three trading days, indicating stable market conditions [4] Group 2: New Product Developments - Guoxin Technology (688262.SH) successfully tested its new quantum-resistant password card, CCUPHPQ01, and has sent samples to multiple clients for application development [2] - Rongchang Biopharmaceutical (688331.SH) received orphan drug designation from the EU for its product Tai Itasip, which is the first dual-target fusion protein drug for treating myasthenia gravis, providing policy support for its development in the EU [8] Group 3: Corporate Actions and Financial Updates - Lakala (300773.SZ) is in discussions regarding its H-share listing, which faces significant uncertainty in approval and regulatory processes [3] - Dematech (688360.SH) entered a strategic cooperation agreement with Shanghai Zhiyuan New Technology to explore innovative applications of embodied intelligent robots in logistics [9] - Yashi Chuangneng (603378.SH) announced a potential forced reduction of 3% of its shares due to a margin call affecting its major shareholder [10] - Siwei Technology (688213.SH) reported a decrease in the shareholding ratio of its major shareholder, the National Integrated Circuit Industry Investment Fund II, from 7.35% to 6.99% [11] - Jingyi Equipment expects a revenue increase of 36.54% to 42.48% year-on-year for the first half of 2025, projecting revenue between 690 million to 720 million yuan [12]

证券代码：603378 证券简称：亚士创能 公告编号：2025-041 亚士创能科技（上海）股份有限公司 关于控股股东的一致行动人股份被动减持 的预披露公告 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： 大股东持股的基本情况 截至本公告披露日，亚士创能科技（上海）股份有限公司（以下简称"公司"） 控股股东上海创能明投资有限公司的一致行动人上海润合同彩资产管理有限公 司（以下简称"润合同彩"）持有公司股份 31,411,350 股，占公司总股本的 7.33%， 上述股份来源于首次公开发行前持有的股份，以及首次公开发行后由资本公积转 增的股份。润合同彩因参与融资融券业务已将其所持有的公司股份 31,411,350 股转入华泰证券股份有限公司（以下简称"华泰证券"）客户信用交易担保证券 账户。 减持计划的主要内容： 因润合同彩信用账户维持担保比例低于平仓线，且未追加担保物提升维持担 保比例至追保解除线以上，触发了强制平仓程序。本次存在被强制平仓导致被动 减持可能的股份为润合同彩所持公司 12,857,89 ...

Core Viewpoint - The company, Yashichuangneng (603378), announced that its controlling shareholder, Shanghai Chuangnengming Investment Co., Ltd., has a significant shareholder, Runhetongcai, holding 31.41 million shares, accounting for 7.33% of the total share capital. Due to a margin maintenance ratio falling below the liquidation line, a forced liquidation process has been triggered, potentially leading to a passive reduction of 12.8579 million shares, which represents 3% of the total share capital. The reduction will occur within three months after the disclosure of the plan, with the selling price determined by market conditions. This event will not result in a change of the company's controlling shareholder or actual controller [1][1][1]. Summary by Relevant Sections - **Shareholding Structure** - Runhetongcai holds 31.41 million shares, which is 7.33% of the total share capital [1] - The potential reduction involves 12.8579 million shares, equating to 3% of the total share capital [1] - **Margin Maintenance Issue** - The margin maintenance ratio fell below the liquidation line, triggering a forced liquidation process [1] - No additional collateral was provided to raise the maintenance ratio above the required level [1] - **Reduction Plan** - The reduction will take place within three months following the disclosure of the plan [1] - The selling price will be based on market conditions [1] - **Impact on Control** - The event will not lead to a change in the company's controlling shareholder or actual controller [1]

Investment Rating - The report maintains a recommendation for the building materials industry [2] Core Views - The real estate chain is stabilizing due to continued policy support, and industrial transformation is aiding fundamental recovery [1] - The cement market is experiencing weak demand and price fluctuations, while the float glass market is seeing price declines and weak shipments [1][12][13] - The consumption building materials sector is benefiting from ongoing "good housing" construction initiatives, with leading companies in sub-sectors maintaining their advantages [15][16] Summary by Sections 1. Weekly Core Views - Cement Industry: Demand remains poor, with prices continuing to decline. The national average cement price fell by 0.9% week-on-week, with significant price drops in regions like North China and South China [12][22] - Float Glass Industry: Prices are declining, with the national average price at 1200 RMB/ton, down 7.14 RMB/ton from the previous week. The market is facing weak demand and cautious purchasing behavior [13] - Fiberglass Industry: The price of non-alkali roving remains stable, while electronic yarn prices are seeing slight increases due to tight supply [14] - Consumption Building Materials: The government is emphasizing affordable housing and youth apartment supply, which is expected to boost demand for consumption building materials [15][16] 2. Industry Dynamics - Macro: The e-commerce logistics index in May rose to 111.6 points, indicating a steady increase in supply and demand [20] - Real Estate: Policies are being implemented to enhance community services and support flexible employment in housing funds [20] - Infrastructure: Investment in railway and civil aviation construction is expected to grow, with significant projects planned for unconventional water development [21] 3. Recommended Stocks - Weixing New Materials: Transitioning to a system integration service provider with a focus on risk control and sustainable growth [17] - Mona Lisa: Aiming for high-end market positioning with continuous improvement in operational quality [18] - Keshun Co.: Expected recovery in profitability as the waterproofing industry consolidates [19] - North New Materials: Expanding globally with a focus on gypsum board and related products [19] - Dongpeng Holdings: Diversifying product offerings to meet comprehensive consumer needs [19]

证券代码：603378 证券简称：亚士创能 公告编号：2025-040 亚士创能科技（上海）股份有限公司 关于第二期员工持股计划存续期届满暨终止的公告 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。 亚士创能科技（上海）股份有限公司（以下简称"公司"）第二期员工持股 计划的存续期为 36 个月，自股东大会审议通过本员工持股计划之日起计算，即 2021 年 6 月 16 日至 2024 年 6 月 15 日。基于对公司未来持续稳定发展的信心及 公司股票价值的判断，公司分别于 2024 年 4 月 12 日、2024 年 4 月 15 日召开了 第二期员工持股计划第三次持有人会议和第五届董事会第七次会议，审议通过了 《关于第二期员工持股计划存续期延长的议案》，同意将本期员工持股计划存续 期延长 12 个月，即存续期延长至 2025 年 6 月 15 日。 第二期员工持股计划存续期于 2025 年 6 月 15 日届满。根据中国证券监督管 理委员会（以下简称"中国证监会"）《关于上市公司实施员工持股计划试点的指 导意见》《上海证券交 ...

证券代码：603378 证券简称：亚士创能 公告编号：2025-039 亚士创能科技（上海）股份有限公司 关于 2025 年 5 月份公司及控股子公司累计新增担保 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个别及连带责任。 重要内容提示: 被担保人名称：亚士创能科技（上海）股份有限公司（以下简称"公司"）、 亚士漆（上海）有限公司（以下简称"亚士漆（上海）"）、亚士节能装饰建材 销售（上海）有限公司（以下简称"亚士销售"）、亚士供应链管理（上海）有 限公司（以下简称"亚士供应链"）、亚士创能科技（乌鲁木齐）有限公司（以 下简称"创能（乌鲁木齐）"）。 本次担保金额及已实际为其提供的担保余额：公司及控股子公司为公司、 亚士漆（上海）、亚士销售、亚士供应链提供的新增担保金额为 133,600.00 万 元,为创能（乌鲁木齐）提供的新增担保金额为 4,248.20 万元。截至本公告披露 日，公司及控股子公司为公司、亚士漆（上海）、亚士销售、亚士供应链提供的 累计担保余额为 134,511.98 万元，为创能（乌鲁木齐）提供的累计担 ...

Core Points - The company received a notification regarding the judicial freeze of shares held by Zhao Xiaofang, a concerted actor of the controlling shareholder, affecting 22.5178 million shares, which is 5.25% of the total share capital [1] - The total number of frozen shares among the controlling shareholder and its concerted actors amounts to 163 million shares, representing 70.19% of their holdings and 38.05% of the company's total share capital [1] - The judicial freeze is a result of a loan contract dispute with Hangzhou Yingjiang Enterprise Management Consulting Co., which has not been fulfilled as per the court's mediation [1] Group 1 - The company disclosed that its repurchase special securities account also faced a judicial freeze, with 41.3 million shares frozen, accounting for 5.23% of the account's holdings and 0.1% of the total share capital [2] - The total frozen shares in the repurchase account now amount to 790.3 million, which is 100% of the account's holdings and 1.84% of the total share capital [2] - The controlling shareholder and its concerted actors have not experienced any downgrades in credit ratings in the past year, aside from the mentioned debt disputes [2][3] Group 2 - The company and its subsidiaries have had some bank accounts frozen, totaling 75.791 million yuan, which is 5.79% of the latest audited net assets and 30.56% of the current cash funds [3] - The freeze on bank accounts is due to ongoing litigation where the company is a defendant, but it has not yet materially affected the company's main business operations [3] - The company is involved in an arbitration case regarding a factoring contract dispute with an amount of 150 million yuan, which is still pending [4] Group 3 - The arbitration case involves a claim for the return of the principal and related fees totaling approximately 152 million yuan due to a breach of contract [4] - The company has been involved in various legal cases, with a total amount of 61,000 yuan as a plaintiff and 5.369 million yuan as a defendant since May 1, 2024 [5]

证券代码：603378 证券简称：亚士创能 公告编号：2025-038 亚士创能科技（上海）股份有限公司 关于公司及控股子公司部分银行账户冻结的公告 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个别及连带责任。 亚士创能科技（上海）股份有限公司（以下简称"公司"）获悉，公司及控 股子公司部分银行账户被司法冻结。经核查，截至本公告披露日，公司及控股子 公司银行账户累计被冻结资金 75,791,009.52 元，占公司最近一期经审计净资产 的 5.79%，占截至目前公司货币资金的 30.56%。现将相关情况公告如下： 一、银行账户被冻结的基本情况 （一）银行账户基本情况 截至本公告披露日，公司及控股子公司涉及司法冻结状态的银行账户情况如 下： 单位：元 被冻结账户内金 序号 户名 开户行 账号 账户性质 额 亚士创能科技（上海） 农行上海长三角一体化 股份有限公司 支行 亚士漆（上海）有限公 司 亚士创能新材料（滁州） 有限公司 亚士创能科技（滁州） 有限公司 亚士防水科技（滁州） 有限公司 亚士创能新材料(重庆) 农行重庆长寿晏家园支 ...

Core Viewpoint - The announcement details the judicial freezing of shares held by a significant shareholder of Asia Creative Technology (Shanghai) Co., Ltd, which may impact the company's governance and shareholder structure [1][5]. Group 1: Shareholder Information - The controlling shareholder, Shanghai Chuangnengming Investment Co., Ltd, and its concerted actors, including Zhao Xiaofang, hold a total of 232,354,125 shares, representing 54.21% of the company's total equity [2]. - Zhao Xiaofang specifically holds 22,517,775 shares, accounting for 5.25% of the total share capital, which has been fully frozen [2][3]. Group 2: Frozen Shares Details - The total number of shares frozen across all concerted actors amounts to 163,097,775 shares, which is 70.19% of their total holdings [2]. - The freezing of Zhao Xiaofang's shares is effective from May 21, 2025, to May 20, 2028, as per the court's decision [2]. Group 3: Legal Context - The freezing is related to a loan agreement with Hangzhou Yingjiang Enterprise Management Consulting Co., Ltd, indicating potential financial disputes [3]. - There have been no recent downgrades in credit ratings for the controlling shareholder or its concerted actors, aside from the mentioned debt disputes [3]. Group 4: Company Response - The company will closely monitor the situation regarding the frozen shares and will disclose any relevant updates in accordance with regulations [5].

亚士创能科技（上海）股份有限公司董事会 | 证券代码：603378 | 公告编号：2025-036 | 证券简称：亚士创能 | 亚士创能科技（上海）股份有限公司 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 关于回购专用证券账户股份被司法冻结的公告 | 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个别及连带责任。 | 重要内容提示: | | | | | | | | | | | ?亚士创能科技（上海）股份有限公司（以下简称"公司"）回购专用证券 | 7,902,989 | 412,989 | 账户持有公司股份 | 股。本次司法冻结 | 股，占其持有公司股份 | | | | | | | 5.23%，占公司总股本的 | 0.10%。 | 数量的 | ?本次股份司法冻结后，回购专用证券账户累计冻结公司股份 | 7,902,989 | 股， | | | | | | | 100. ...