证券代码：603612 证券简称：索通发展 公告编号：2025-057 索通发展股份有限公司 股东权益变动触及 1%刻度暨减持股份结果公告 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 本次减持股份计划实施前，索通发展股份有限公司（以下简称"公司"）的 控股股东、实际控制人郎光辉先生直接持有本公司股份 82,434,966 股，占公司总 股本的 16.55%。郎光辉先生的一致行动人王萍女士持有公司股份 56,053,012 股， 占公司总股本的 11.25%；玄元私募基金投资管理（广东）有限公司－玄元科新 182 号私募证券投资基金（以下简称"玄元科新 182 号"）持有公司股份 1,025,214 股，占公司总股本的 0.21%。郎光辉先生与其一致行动人合计持有本公司股份总 数为 139,513,192 股，占公司总股本的 28.01%。 减持计划的实施结果情况 近日，公司收到股东郎光辉先生、玄元科新 182 号出具的《关于股东权益变 动触及 1%刻度暨减持股份结果的告知函》 ...

Core Viewpoint - The company announced the completion of a share reduction plan by its controlling shareholder, which does not affect the company's control rights [1] Group 1: Share Reduction Details - The controlling shareholder, Lang Guanghui, and his concerted party, Xuan Yuan Ke Xin 182, reduced their holdings by a total of 10.9872 million shares, accounting for 2.21% of the company's total share capital [1] - Lang Guanghui reduced 9.9619 million shares through centralized bidding and block trading, while Xuan Yuan Ke Xin 182 reduced 1.0252 million shares through block trading [1] - After the reduction, the combined shareholding of Lang Guanghui and his concerted party decreased from 26.29% to 25.80%, reaching a 1% threshold [1] Group 2: Financial Impact - The reduction was executed at a price range of 23.20 to 27.31 yuan per share, resulting in a total amount of 273 million yuan [1]

Core Points - The company announced that its controlling shareholder, Lang Guanghui, reduced his holdings by 4.9809 million shares, accounting for 1% of the total shares, through centralized bidding from September 3 to October 21, 2025 [1] - Additionally, Lang Guanghui executed a block trade to reduce another 4.981 million shares, also representing 1% of the total shares, at a price range of 23.2 to 27.31 CNY per share, resulting in a cash inflow of 248 million CNY [1] - The associated party, Xuan Yuan Ke Xin 182, sold 1.0252 million shares, equivalent to 0.21% of the total shares, through block trading from October 17 to October 20, at a price range of 24.2 to 24.32 CNY per share, generating 24.8791 million CNY [1] - The reduction plan has been completed, and the combined shareholding of Lang Guanghui and the associated party decreased from 26.29% to 25.80% [1]

Core Points - On October 21, 2023, Suotong Development's stock closed down 0.48% at 24.83 yuan, with a total of 6 block trades amounting to 1,981,000 shares and a total transaction value of 45.96 million yuan [1][2] - The first four block trades were executed at a price of 23.20 yuan per share, with a total of 258,100 shares traded and a total value of approximately 6.57 million yuan, all with a discount rate of -6.56% [1][2] - Over the past three months, the stock has recorded a total of 14 block trades with a cumulative transaction value of 141 million yuan, and in the last five trading days, the stock has increased by 2.39% with a net inflow of 13.87 million yuan from main funds [2]

Core Insights - On October 21, 2025, Suotong Development executed a block trade of 1.981 million shares, amounting to 45.9592 million yuan, which represented 9.64% of the total trading volume for that day [1][2] - The transaction price was 23.2 yuan, reflecting a discount of 6.56% compared to the market closing price of 24.83 yuan [1] Trading Details - The block trade involved multiple institutional buyers, with the transaction price consistently at 23.2 yuan across different trades [2] - The total transaction amount for the block trade was 45.9592 million yuan, with a trading volume of 1.981 million shares [1][2] - The trade was categorized as an institutional special transaction, indicating significant interest from institutional investors [2]

Core Insights - The non-metal materials sector increased by 1.1% on October 21, with Bingyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - Bingyang Technology (code: 920675) closed at 12.09, with a rise of 7.66% and a trading volume of 43,700 shares, amounting to 51.31 million yuan [1] - Tianma New Materials (code: 920971) saw a closing price of 35.50, up 3.53%, with a trading volume of 43,000 shares and a turnover of 150 million yuan [1] - Longjiang Materials (code: 001296) closed at 23.48, increasing by 3.07%, with a trading volume of 49,100 shares and a turnover of 115 million yuan [1] - Other notable stocks include Qilu Huaxin (code: 920832) at 8.38 (+2.82%), and Quartz Shares (code: 603688) at 38.98 (+2.26%) [1] Capital Flow - The non-metal materials sector experienced a net outflow of 52.73 million yuan from institutional investors, while retail investors saw a net inflow of 72.75 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors were more active [2] Detailed Capital Flow Analysis - Quartz Shares (code: 603688) had a net inflow of 34.63 million yuan from institutional investors, but a net outflow of 28.47 million yuan from retail investors [3] - Longjiang Materials (code: 001296) experienced a net inflow of 7.80 million yuan from institutional investors, while retail investors had a net outflow of 5.81 million yuan [3] - Strength Diamond (code: 301071) faced a significant net outflow of 124 million yuan from institutional investors, despite a net inflow of 71.25 million yuan from retail investors [3]

Core Insights - The stock of Suotong Development experienced a decline of 1.50%, closing at 24.95 yuan on October 20 [1] - A significant block trade occurred, with a total volume of 450,600 shares and a transaction value of 10.90 million yuan [1] - The first transaction price was 24.20 yuan, with a total of 450,600 shares traded, resulting in a premium rate of -3.01% [1] - The buyer was from Everbright Securities Co., Ltd., Shanghai First Branch, while the seller was from Guotai Junan Securities Co., Ltd., Jincheng Wenbo Road Securities Branch [1] - Over the past three months, the stock has recorded a total of 8 block trades, amounting to 94.87 million yuan [1] - In the last five trading days, the stock has seen a cumulative decline of 2.23%, with a net outflow of 61.14 million yuan from main funds [1]

10月20日，索通发展大宗交易成交45.06万股，成交额1090.49万元，占当日总成交额的1.66%，成交价24.2元，较市场收盘价24.95元折价3.01%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-20 | 索通发展 | 603612 | 24.2 | 1090.49 | 45.06 | 恒泰证券股份有限 | 国泰海通证券股份 有限公司晋拔受俊 | | ...

Core Viewpoint - The non-metal materials sector experienced a 2.2% increase on October 20, with significant gains led by Lili Diamond, while the Shanghai Composite Index rose by 0.63% and the Shenzhen Component Index increased by 0.98% [1] Group 1: Market Performance - The closing price of Lili Diamond was 48.22, reflecting an 18.71% increase, with a trading volume of 412,700 shares and a transaction value of 1.831 billion [1] - Other notable performers included Dongfang Shuo Yuan, which closed at 13.33 with a 10.53% increase, and Ningxin New Materials, which closed at 15.29 with a 5.74% increase [1] - The overall trading volume and transaction values for various stocks in the non-metal materials sector were significant, indicating active market participation [1] Group 2: Capital Flow - The non-metal materials sector saw a net outflow of 56.12 million from institutional investors, while retail investors contributed a net inflow of 27.20 million [2] - The capital flow data indicates that while institutional investors withdrew funds, retail investors were actively buying into the sector [2] Group 3: Individual Stock Capital Flow - Lili Diamond experienced a net outflow of 12.36 million from institutional investors, but had a net inflow of 460.75 million from retail investors [3] - In contrast, Longgao Co. saw a net outflow of 4.76 million from institutional investors, with retail investors contributing a net inflow of 361.27 million [3] - The data highlights varying investor sentiment across different stocks within the non-metal materials sector, with some stocks attracting retail interest despite institutional withdrawals [3]

Core Viewpoint - The stock of Suotong Development (603612.SH) experienced a decline of 4.26%, reaching a price of 24.25 yuan, following the announcement of a significant share reduction by key stakeholders [1] Shareholding Changes - Mr. Lang Guanghui and Xuan Yuan Ke Xin 182 plan to reduce their holdings by a total of 7,965,500 unrestricted circulating shares between September 5, 2025, and October 17, 2025 [1] - The combined shareholding percentage of Mr. Lang Guanghui and his concerted parties decreased from 27.89% to 26.29%, marking a change that touches the 1% threshold [1]