证券代码：603429 证券简称：集友股份 公告编号：2026-007 安徽集友新材料股份有限公司 关于控股股东部分股份被司法冻结的进展公告 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个别及连带责任。 （二）股东股份累计被冻结情况 （三）其他情况说明： 1.经函询关联方上海集友广源实业有限公司（以下简称"上海广源"），2023 年3月22日，公司控股股东徐善水先生所持有的本公司部分股份被司法冻结，原 因为申请人美亿（洪湖）农业发展有限公司、美好置业集团股份有限公司分别申 请保全被申请人徐善水财产所致。前述二申请人因与上海集友广源实业有限公司 就2020年12月29日《美好置业集团股份有限公司与上海集友广源实业有限公司关 于安徽东磁投资有限公司之股权转让协议书》、《美亿（洪湖）农业发展有限公 司与上海集友广源实业有限公司关于合肥名流置业有限公司之股权转让协议书》 所涉支付第二期股权转让款等事宜发生纠纷，在合肥市中级人民法院提起诉讼， 股 东 名 称 冻结股份 数量 占其所 持股份 比例 占公司 总股本 比例 冻结股 份是否 为限售 股 ...

集友股份公告称，控股股东徐善水部分股份继续被司法冻结，原因为美亿（洪湖）农业发展有限公司申 请继续保全其财产。截至公告日，徐善水持有公司2.15亿股，占总股本41.0508%，本次被继续冻结1.15 亿股，占其所持股份53.2932%，占总股本21.8773%。徐善水累计被冻结股份1.29亿股，占其所持股份 60.1366%，占总股本24.6865%。目前公司经营正常，该事项未造成实质性影响。 ...

Regulatory Measures - On February 16, 2026, the China Securities Regulatory Commission (CSRC) issued multiple regulatory measures, leading to warning letters for three leading securities firms and investigations into four listed companies, including a major player in the chip industry [1][7] - The sudden regulatory storm has exacerbated the already fragile Hong Kong stock market, with the Hang Seng Technology Index experiencing a significant drop [1] Securities Firms Under Warning - The first firm, Caitong Securities, received a warning due to inadequate internal controls in its bond business, failing to properly execute risk management processes and conduct thorough due diligence [3] - The second firm, Pacific Securities, faced similar issues with its bond and asset-backed securities business, lacking proper oversight and failing to track core enterprise operations [5] - The third firm, Zhongtian Guofu Securities, was warned for insufficient internal controls in its bond business, reflecting compliance and risk management vulnerabilities [6] Companies Under Investigation - The first company under investigation is the chip leader, Ingechip, for suspected violations of information disclosure laws, specifically misleading statements made during a self-Q&A session on a public platform [7] - The second company, Tianfeng Securities, is being investigated for failing to timely disclose significant shareholding changes and historical violations related to financing and undisclosed related-party transactions [8] - The third company, Tianji Co., is under investigation for irregularities in goodwill impairment testing and financial disclosures [10] - The fourth company, Lansi Heavy Industry, is facing scrutiny due to the investigation of its vice president for alleged misconduct, creating uncertainty for the company [10] Stocks at Risk of Delisting - Seven stocks have been flagged for delisting risks, with Jiuyou Co. projecting a net loss of approximately 19 million yuan for 2025, falling below the 300 million yuan revenue threshold [12] - Tianjian Technology faces delisting risks due to retrospective adjustments in military product pricing, leading to projected negative net profits and revenues below 300 million yuan [12] - ST Jinling is at risk of delisting with projected negative net assets and is undergoing restructuring, which could lead to bankruptcy if unsuccessful [15][16] - HeXin Instruments anticipates negative net profits and revenues below 100 million yuan, triggering delisting warnings under specific rules [18] - ST Quanwei expects negative net profits and net assets below zero, meeting multiple delisting criteria [19] - ST Zhangjiajie is facing significant losses and has been accepted for restructuring, raising concerns about its ongoing viability [20] - ST Lifang is at risk of mandatory delisting due to financial fraud over three consecutive years, with a notice of potential delisting already issued [22] Conclusion - The recent regulatory actions reflect a clear shift in enforcement focus, emphasizing the importance of compliance and accurate information disclosure across the capital market [26]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：603429 股票简称：集友股份 公告编号：2026-006 安徽集友新材料股份有限公司 关于公司股票可能被实施退市风险警示的 根据《股票上市规则》第9.3.2条第（一）项规定："（一）最近一个会计年度经审计的利润总额、净利 润或者扣除非经常性损益后的净利润孰低者为负值且营业收入低于3亿元，或追溯重述后最近一个会计 年度利润总额、净利润或者扣除非经常性损益后的净利润孰低者为负值且营业收入低于3亿元"，公司股 票在2025年年度报告披露后可能被实施退市风险警示（在公司股票简称前加"*ST"）。敬请广大投资者 注意投资风险。 二、公司股票停牌情况及退市风险警示实施安排 如公司2025年年度经审计的扣除非经常性损益前后的净利润和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触及《股票上市规则》第9.3.2条第（一）项情形，公司股票将于2025年年 度报告披露日起开始停牌。披露日为非交易日的，于次一交易日起开始停牌。 根据《股票上市规则》规定，上海证券交易所在公司股票停牌之日后5个交易日内，根据规则规定，对 公司股票实施退市风险警示。公司将 ...

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： ● 依据《上海证券交易所股票上市规则》（以下简称"《股票上市规则》"） 第 9.3.2 条规定，安徽集友新材料股份有限公司(以下简称"公司")股票可能被 上海证券交易所实施退市风险警示，请广大投资者注意投资风险。 一、可能被实施退市风险警示的原因 经公司财务部门初步测算，预计公司 2025 年年度实现利润总额-2,300.00 万元左右，预计 2025 年年度实现归属于母公司所有者的净利润-1,900.00 万元 左右，归属于母公司所有者的扣除非经常性损益后的净利润为-2,450.00 万元左 右。预计 2025 年年度实现营业收入 17,000.00 万元左右，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为 16,400.00 万元左右，低于 3 亿元。 根据《股票上市规则》第 9.3.2 条第（一）项规定："（一）最近一个会计年 度经审计的利润总额、净利润或者扣除非经常性损益后的净利润孰低者为负值且 营业收入低于 3 亿元，或追溯重述 ...

Core Viewpoint - The company is expected to report a net loss of approximately 19 million yuan for the fiscal year 2025, with revenues around 170 million yuan, which may lead to a delisting risk warning if confirmed by the audited annual report [1][2]. Financial Performance - The company announced a projected net profit attributable to shareholders of approximately -19 million yuan for 2025, with a net profit of about -24.5 million yuan after excluding non-recurring gains and losses [2]. - The anticipated annual revenue is around 170 million yuan, and after excluding non-main business income, it is expected to be about 164 million yuan, which is below 300 million yuan [2]. Company Status - The company disclosed a plan on September 19, 2025, to reduce its holdings of shares repurchased in 2024 by up to 10.48 million shares within six months [3]. - As of February 4, 2026, the share reduction plan is still in progress, and the company will continue to promote the sale of the remaining repurchased shares [3]. Stock Performance - On February 10, 2026, the stock price of Jiyou Co., Ltd. (603429) closed at 10.99 yuan per share, with a daily increase of 2.04% and a trading volume of 63.9649 million yuan [4]. - Year-to-date, the company's stock price has risen by 10.90%, with a 5-day increase of 20.24% [4]. - However, there was a net outflow of 1.2874 million yuan in major funds on that day [4]. Recent Events of Interest - The company disclosed two pending lawsuits in its annual performance loss announcement, with a total amount involved of approximately 5.45 million yuan, which may impact the company's financial data [5]. Business and Technical Development - The company's traditional cigarette packaging printing business continues to decline, and it is actively transitioning to the energy storage and new materials sector [6]. - However, this new business is still in the investment phase and is unlikely to provide substantial support to performance in the short term [6].

Market Performance - The packaging and printing sector increased by 1.13% on February 4, with Jiyou Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Top Gainers - Jiyou Co., Ltd. (603429) closed at 9.90, up 8.32% with a trading volume of 270,300 shares and a transaction value of 265 million [1] - Yutong Technology (002831) closed at 30.01, up 6.76% with a trading volume of 99,000 shares and a transaction value of 291 million [1] - Shunhao Co., Ltd. (002565) closed at 17.87, up 5.55% with a trading volume of 2.7288 million shares and a transaction value of 4.916 billion [1] Top Losers - Xiangxinglong (920075) closed at 27.14, down 4.13% with a trading volume of 15,200 shares and a transaction value of 41.7687 million [2] - Jiamei Packaging (002969) closed at 22.99, down 3.36% with a trading volume of 565,400 shares and a transaction value of 1.313 billion [2] - Hongyu Packaging (920274) closed at 27.49, down 3.14% with a trading volume of 19,400 shares and a transaction value of 53.6417 million [2] Capital Flow - The packaging and printing sector saw a net inflow of 525 million from main funds, while retail funds experienced a net outflow of 118 million [2] - The main funds' net inflow for Shunhao Co., Ltd. (002565) was 544 million, while retail funds had a net outflow of 156 million [3] - Jiyou Co., Ltd. (603429) had a main fund net inflow of 33.791 million, with retail funds experiencing a net outflow of 26.8545 million [3]

Summary of Key Points Core Viewpoint - Jiyou Co., Ltd. (603429.SH) announced a share repurchase, reducing its total shares by 5.24 million, which represents 0.9991% of the company's total share capital, with a total transaction amount of 52.6315 million yuan [1] Group 1: Share Repurchase Details - The total number of shares repurchased by the company is 5.24 million [1] - The highest transaction price was 10.38 yuan per share, while the lowest was 9.90 yuan per share, with an average price of 10.04 yuan per share [1] - After the repurchase, the company holds 26,450,040 shares in its dedicated repurchase account, accounting for 5.0430% of the total share capital [1]

证券代码：603429 证券简称：集友股份 公告编号：2026-005 安徽集友新材料股份有限公司 关于集中竞价减持已回购股份的进展公告 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： 回购股份的基本情况 为了维护公司价值及股东权益，安徽集友新材料股份有限公司（以下简称 "公司"）2024 年经董事会批准进行了两次股份回购。 经第三届董事会第十七次会议审议批准（具体详见公司于指定信息披露媒体 发布的《关于以集中竞价交易方式回购股份方案暨回购报告书的公告》，公告编 号：2024-001），第一次回购于 2024 年 2 月 6 日至 2024 年 4 月 30 日期间实施， 回购股份数量为 18,600,000 股，占公司股份总数的比例 3.55%（回购结果详见 《关于回购股份实施结果暨股份变动的公告》，公告编号：2024-022）。 经第三届董事会第二十一次会议批准（具体详见公司于指定信息披露媒体发 布的《关于以集中竞价交易方式回购股份方案暨回购报告书的公告》，公告编号： 2024-025），第二次回 ...

Market Overview - The packaging and printing sector experienced a decline of 2.61% on February 2, with Jiyou Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Individual Stock Performance - Notable gainers included: - Fangda New Materials (Code: 920163) with a closing price of 15.76, up 2.34% [1] - Yongji Co., Ltd. (Code: 603058) with a closing price of 11.07, up 1.10% [1] - Significant decliners included: - Jiyou Co., Ltd. (Code: 603429) with a closing price of 10.16, down 10.01% [2] - Hongyu Packaging Materials (Code: 920274) with a closing price of 27.40, down 5.78% [2] Trading Volume and Capital Flow - The packaging and printing sector saw a net outflow of 355 million yuan from institutional investors, while retail investors had a net inflow of 169 million yuan [2] - The trading volume for notable stocks included: - Jiyou Co., Ltd. with a trading volume of 35,800 shares and a transaction amount of 36.41 million yuan [2] - Yongji Co., Ltd. with a trading volume of 137,300 shares and a transaction amount of 151 million yuan [1] Capital Inflow Analysis - Key stocks with significant capital inflow included: - Xianggang Technology (Code: 603499) with a net inflow of 24.48 million yuan from institutional investors [3] - Yongji Co., Ltd. with a net inflow of 22.96 million yuan from institutional investors [3] - Stocks with notable retail investor activity included: - Yudong Technology (Code: 002831) with a net inflow of 21.61 million yuan from retail investors [3] - Zhongrui Co., Ltd. (Code: 002374) with a net inflow of 11.34 million yuan from institutional investors [3]