股票代码：603429 股票简称：集友股份 公告编号：2026-009 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 第三次风险提示公告 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： ● 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 ...

证券代码：603429 证券简称：集友股份 公告编号：2026-008 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 ...

Core Viewpoint - The announcement from Jiyou Co., Ltd. (603429.SH) reveals that the controlling shareholder, Xu Shanshui, has had part of his shares judicially frozen due to a dispute over share transfer payments, but the company's operations remain normal and unaffected by this event [1][3]. Group 1: Shareholder and Share Information - Xu Shanshui holds 215,305,300 shares, representing 41.0508% of the total share capital of the company [1]. - The shares that are judicially frozen amount to 114,743,120 shares, which is 53.2932% of his holdings and 21.8773% of the company's total share capital [1]. Group 2: Legal Dispute Background - The judicial freeze is related to a dispute involving share transfer payments between Shanghai Jiyou Guangyuan Industrial Co., Ltd. and Meiyi (Honghu) Agricultural Development Co., Ltd., as well as Meihua Real Estate Group Co., Ltd. [3]. - The total amount involved in the legal case is approximately 1.155 billion yuan [3]. Group 3: Company Performance and Forecast - Jiyou Co., Ltd. is expected to report a significant decline in revenue for 2025, projecting 170 million yuan, down from 458 million yuan in the previous year [4]. - The company anticipates a net loss of approximately 19 million yuan for 2025, an improvement from the net loss of 72.458 million yuan in 2024 [4]. - The non-recurring net profit is expected to turn negative, projecting a loss of about 24.5 million yuan [4].

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 ...

Core Viewpoint - The controlling shareholder Xu Shanshui's shares continue to be judicially frozen due to a request from Meiyi (Honghu) Agricultural Development Co., Ltd for asset preservation [1] Group 1: Shareholder Information - Xu Shanshui holds 215 million shares, accounting for 41.0508% of the total share capital [1] - Of these, 115 million shares are currently frozen, representing 53.2932% of his holdings and 21.8773% of the total share capital [1] - A total of 129 million shares have been frozen cumulatively, which is 60.1366% of his holdings and 24.6865% of the total share capital [1] Group 2: Company Operations - The company is operating normally, and this matter has not caused any substantial impact [1]

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]

Core Viewpoint - Anhui Jiyou New Materials Co., Ltd. may face a delisting risk warning due to projected financial losses in 2025, with anticipated net profit and revenue falling below regulatory thresholds [2][3]. Group 1: Reasons for Delisting Risk Warning - The company estimates a total profit of approximately -23 million yuan and a net profit attributable to shareholders of approximately -19 million yuan for the fiscal year 2025 [3]. - The projected revenue for 2025 is around 170 million yuan, with the main business revenue expected to be about 164 million yuan, both below the 300 million yuan threshold required to avoid delisting risk [3]. Group 2: Stock Suspension and Delisting Risk Warning Implementation - If the audited financial results for 2025 meet the criteria for delisting risk, the company's stock will be suspended from trading starting from the disclosure date of the annual report [4]. - The Shanghai Stock Exchange will implement the delisting risk warning within five trading days following the suspension, and the company will announce the warning one trading day prior to its implementation [4]. Group 3: Previous Risk Warning Announcements - The company has already issued a risk warning announcement on January 31, 2026, and this is the second such warning, with at least one more expected before the 2025 annual report is disclosed [5].

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]