国金证券股份有限公司 关于江西沐邦高科股份有限公司 募集资金专用账户部分资金被司法划扣的核查意见 1 强制划扣募集资金 1,376.05 万元。 国金证券股份有限公司（以下简称"国金证券"或"保荐机构"）作为江西 沐邦高科股份有限公司（以下简称"沐邦高科"或"公司"）向特定对象发行股 票的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所股票 上市规则》《上市公司募集资金监管规则》《上海证券交易所公司自律监管指引第 1 号——规范运作》等相关法律、法规和规范性文件的规定，对沐邦高科募集资 金专用账户部分资金被司法划扣的事项进行了核查，具体情况如下： 一、基本情况 沐邦高科近日通过自查，公司在中国农业银行红谷滩支行开立的募集资金专 户（账号：1401****2730）中部分资金于 2025 年 10 月 31 日被司法划扣 1,376.05 万元，占被划扣前募集资金账户内余额比例为 51.22%。 二、银行账户被司法划扣的原因 2024 年 8 月 6 日，江西产投商业保理有限公司（以下简称"产投保理公司"） 与公司子公司广西沐邦高科新能源有限公司（以下简称"广西沐邦"）签订了《国 内保理合同》，并 ...

Group 1 - The company has had part of its fundraising account funds judicially seized, amounting to 13,760,532.87 yuan due to a dispute with Jiangxi Chantuo Commercial Factoring Co., Ltd. [1][2] - The dispute arose from a domestic factoring contract signed on August 6, 2024, which involved electronic commercial acceptance bills totaling 13,741,600 yuan, with maturity dates on February 6, 2025 [1][2]. - As of the announcement date, the total amount seized from the fundraising account has reached 24,135.83 million yuan, with 1,310.46 million yuan remaining in the account, of which 1,310.21 million yuan is frozen [3][4]. Group 2 - The company will continue to monitor the status and usage of the fundraising account and will comply with relevant regulations to manage the funds properly [4]. - The company emphasizes the importance of timely information disclosure to protect the rights of the company and its shareholders [4].

New Stock Issuance - Multiple new stock issuances are scheduled for November 4, 2025, across various companies, including ST Zhongdi (000609) and Pingtan Development (000592) which reported significant abnormal fluctuations[1] - Jiangbolong (301308) and Xiangnong Xinchuan (300475) are among the companies with recent announcements prior to November 4, 2025[1] Abnormal Fluctuations - Pingtan Development (000592) reported severe abnormal fluctuations on November 4, 2025, indicating potential volatility in its stock performance[1] - Other companies such as ST Panda (600599) and ST Huapeng (603021) also reported abnormal fluctuations on the same date, suggesting a trend of instability in the market[1] Market Trends - The report highlights a growing trend of companies experiencing abnormal stock price movements, which may indicate increased market volatility and investor caution[1] - The presence of multiple companies with abnormal fluctuations could signal a broader market trend that investors should monitor closely[1]

证券代码：603398 证券简称：*ST 沐邦 公告编号：2025-133 江西沐邦高科股份有限公司 关于公司募集资金专户部分资金被司法划扣的公告 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。 因公司未在规定时间完成上述调解书支付义务，产投保理公司向江西省南昌 市红谷滩区人民法院申请强制执行，江西省南昌市红谷滩区人民法院于 2025 年 10 月 11 日向公司下发了《执行通知书》（（2025）赣 0113 执 9463 号），并于近日 强制划扣公司募集资金专户部分资金 13,760,532.87 元。 截至本公告披露日，公司所有募集资金专户全部余额 1,310.46 万元，其中 1,310.21 万元处于冻结状态。 三、募集资金专户部分资金被司法划扣对公司的影响 截至本公告披露日，公司所有募集资金专户资金累计被划扣 24,135.83 万元。 公司后续将持续关注募集资金专户的存放与使用情况，严格按照《上海证券 交易所股票上市规则》等有关法律法规的规定，加强募集资金存放与使用的管理 工作，并依照法律法规的规定及时履行信 ...

证券代码：603398 证券简称：*ST 沐邦 公告编号：2025-132 江西沐邦高科股份有限公司 股票交易异常波动公告 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。 重要内容提示： 江西沐邦高科股份有限公司（以下简称"公司"）A 股股票连续三个交 易日收盘价格涨幅偏离值累计达到 12%，根据《上海证券交易所交易规则》的有 关规定，属于股票交易异常波动的情形。 经公司自查，并书面征询公司控股股东、实际控制人，除已披露信息外， 截至本公告披露日，不存在应披露而未披露的重大信息。 公司存在终止上市风险：公司于 2025 年 10 月 30 日披露了 2025 年第三 季度报告，公司 1-9 月营业收入为 22,682.26 万元、归属于母公司股东的净利润 为-35,571.61 万元。根据《上海证券交易所股票上市规则》第 9.3.7 条等相关规定， 如公司 2025 年度营业收入低于 3 亿元且利润总额、扣非前后净利润三者孰低者 为负值，或者公司 2025 年度内部控制被出具无法表示意见或否定意见的审计报 告，公司股票将在 2 ...

大华会计师事务所(特殊普通合伙)对公司出具了否定意见的《2024 年度 内部控制审计报告》，根据《上海证券交易所股票上市规则》第 9.8.1 条第(三) 项规定，公司股票于 2025 年 5 月 6 日被实施其他风险警示。 因公司存在控股股东及其关联方资金占用未收回事项，根据《上海证券 交易所股票上市规则》第 9.8.1 条第(一)项规定，公司股票自 2025 年 8 月 27 日 起被叠加实施其他风险警示。 一、被实施退市风险警示及其他风险警示的基本情况 证券代码：603398 证券简称：*ST 沐邦 公告编号：2025-131 江西沐邦高科股份有限公司 关于公司股票被实施退市风险警示及其他风险警示相关 事项的进展公告 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。 重要内容提示： 公司因 2024 年度净利润为负，且扣除与主营业务无关的业务收入和不具 备商业实质的收入后的营业收入低于 3 亿元，根据《上海证券交易所股票上市规 则》第 9.3.2 条第(一)项规定，公司股票于 2025 年 5 月 6 日被上海证券交易所实 ...

Group 1: Overall Market Performance - Domestic and international toy companies are experiencing a decline in performance due to macroeconomic challenges and tariff uncertainties, with notable declines in sales for major companies like Mattel, SpinMaster, and Jakks [1] - Hasbro managed to achieve an 8% revenue growth, reaching approximately $1.388 billion, through intensive promotion of its "Magic: The Gathering" IP and expansion of licensing [1] Group 2: Domestic IP-Related Companies - Among over 40 domestic IP-related companies listed on A-shares, less than half reported revenue growth, with only six companies achieving over 5% growth, including *ST Mubang, Xinghui Entertainment, Yuanlong Yatu, Chuangyuan Co., Guangbo Co., and Chenguang Co. [3] - Companies like *ST Mubang, Xinghui Entertainment, and Yuanlong Yatu saw significant revenue rebounds (over 30% year-on-year) after restructuring their business models and IP matrices [3] Group 3: Toy and Stationery Companies Performance - Morning Glory Co. reported a revenue of 6.519 billion yuan, a 7.52% increase, and a net profit of 391 million yuan, up 0.63% [4] - Yuanlong Yatu's revenue surged by 41.06% to 823 million yuan, with net profit increasing by 235.80% [4] - Xinghui Entertainment's revenue grew by 41.26% to 592 million yuan, with a net profit increase of 317.56% [4] - Guangbo Co. achieved an 8.71% revenue increase to 667 million yuan, with a net profit rise of 52% [4] Group 4: Film and Cultural Entertainment Companies Performance - Huazhi Shumei's revenue skyrocketed by 2634.01% to 66 million yuan, although it reported a net loss of 295 million yuan [6][18] - Chinese Film's revenue reached 1.212 billion yuan, a 35.61% increase, with net profit soaring nearly 15 times to 177 million yuan [21] - Shanghai Film's revenue doubled to 361 million yuan, with net profit increasing by 123.51% to 86 million yuan [22] - Light Media's revenue grew by 247.54% to 374 million yuan, with net profit increasing approximately tenfold to 106 million yuan [25] Group 5: Strategic Developments and Innovations - Xinghui Entertainment refocused on its core toy business after divesting its football operations, leading to a significant revenue increase [7] - Yuanlong Yatu's growth is attributed to cost reduction and efficiency improvements, alongside a strategic focus on both domestic and international IP collaborations [9] - Morning Glory Co. expanded its retail presence, with over 870 stores nationwide, and launched multiple collaborations with external IPs [12] - Real Rich Culture is emphasizing AI technology as a core innovation driver, planning to launch AI-themed toys in collaboration with Baidu Smart Cloud [16]

Core Viewpoint - *ST Muban's stock has experienced significant volatility, with a recent decline in share price and ongoing financial challenges, including a negative net profit and revenue drop, raising concerns about its future listing status [1][4][6]. Trading Information Summary - As of October 31, 2025, *ST Muban's stock closed at 7.71 yuan, down 4.1% from the previous week [1]. - The stock reached a high of 7.95 yuan and a low of 6.97 yuan during the week [1]. - The total market capitalization is 3.343 billion yuan, ranking 58th out of 64 in the photovoltaic equipment sector and 4312th out of 5163 in the A-share market [1]. Shareholder Changes Summary - As of September 30, 2025, the number of shareholders increased to 27,200, reflecting an 8.85% rise since September 19, 2025 [2]. - The average number of shares held per shareholder decreased from 17,400 to 16,000 shares, with an average holding value of 142,900 yuan [2]. Performance Disclosure Summary - For the first three quarters of 2025, *ST Muban reported a main revenue of 227 million yuan, a year-on-year decrease of 9.48% [3]. - The net profit attributable to shareholders was -356 million yuan, down 15.31% year-on-year [3]. - The third quarter alone saw a revenue of 85.88 million yuan, a significant increase of 128.93% year-on-year, but the net profit was -143 million yuan, a decline of 57.67% [3]. - The company reported a debt ratio of 82.22% and financial expenses of 57.98 million yuan, with a gross margin of -58.77% [3]. Company Announcement Summary - The stock has been flagged for abnormal volatility due to a cumulative price drop exceeding 12% over three consecutive trading days [4]. - The company stated that its production and operations are normal and not significantly affected by media reports [4]. - *ST Muban is under delisting risk warning due to negative net profit and revenue concerns, with potential delisting if certain financial thresholds are not met in 2025 [4]. - The company and its actual controller are under investigation by the China Securities Regulatory Commission for alleged financial data misrepresentation [4].

Core Viewpoint - The company, Jiangxi Mubang High-tech Co., Ltd., has announced that its wholly-owned subsidiary and a controlling subsidiary will provide guarantees for the company, totaling RMB 20 million each, to support a project investment agreement with Tongling High-tech Development Investment Co., Ltd. [2][5] Summary by Sections Guarantee Overview - The total guarantee amount is RMB 4,000 million, with RMB 2,000 million provided by the wholly-owned subsidiary Mubang New Energy (Tongling) Co., Ltd. through equipment mortgage, and RMB 2,000 million provided by the controlling subsidiary Inner Mongolia Mubang New Materials Co., Ltd. through land use rights mortgage [2][5] - Prior to this guarantee, both subsidiaries had a guarantee balance of RMB 0 [2] Internal Decision-Making Process - The company held board meetings on April 29, 2025, and the annual general meeting on May 20, 2024, to approve the guarantee proposal, which is valid until the announcement of the 2025 annual general meeting [6] Basic Information of the Company - Jiangxi Mubang High-tech Co., Ltd. was established on August 18, 2003, with a registered capital of RMB 433.641524 million [7] Main Content of the Guarantee Contracts - The equipment mortgage guarantee from Mubang New Energy (Tongling) Co., Ltd. is for RMB 2,000 million, covering principal, penalties, and all related costs [8][9] - The land mortgage guarantee from Inner Mongolia Mubang New Materials Co., Ltd. is also for RMB 2,000 million, with similar coverage as above [8][9] Necessity and Reasonableness of the Guarantee - The guarantee is deemed necessary for the company's operational development, with overall risks considered controllable [10] Cumulative External Guarantee and Overdue Guarantees - As of the announcement date, the total external guarantees by the company and its subsidiaries amount to RMB 16.05 billion, which is 160.81% of the latest audited net assets attributable to the parent company [4][11]

关于全资子公司及控股孙公司为公司提供担保的公告 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法律责任。 证券代码：603398 证券简称：*ST 沐邦 公告编号：2025-130 江西沐邦高科股份有限公司 重要内容提示： 被担保人名称：江西沐邦高科股份有限公司（以下简称"公司"）。 本次担保金额及方式：全资子公司沐邦新能源（铜陵）有限公司（以下 简称"沐邦铜陵"）以其持有的机器设备为公司提供最高额为人民币 2,000 万元 的抵押担保；控股孙公司内蒙古沐邦新材料有限公司（以下简称"沐邦新材料"） 以其持有的土地使用权为公司提供最高额为人民币 2,000 万元的抵押担保。本次 担保前沐邦铜陵及沐邦新材料为公司提供的担保余额均为人民币 0 元。 特别风险提示：截至本公告披露日，公司及控股子公司对外担保总额为 16.05 亿元（含本次担保），占公司最近一期经审计归母净资产的比例为 160.81%， 请投资者充分关注担保风险。 一、担保情况概述 （一）本次担保事项基本情况 近日，根据公司与铜陵高新发展投资有限公司（以下简称"铜陵高新"）签 署 ...