证券代码：603823 证券简称：百合花 公告编号：2026-004 百合花集团股份有限公司 关于向特定对象发行限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 5,336,200股。 本次股票上市流通总数为5,336,200股。 本次股票上市流通日期为2026 年 3 月 13 日。 一、本次限售股上市类型 向特定对象发行限售股：2024 年 1 月 3 日，百合花集团股份有限公司（以下 简称："公司"或"发行人"）收到中国证监会出具的《关于同意百合花集团股 份有限公司向特定对象发行股票注册的批复》（证监许可[2023]2915 号），公司 本次发行新增 5,336,200 股股份已于 2024 年 7 月 23 日在中国证券登记结算有限 责任公司上海分公司办理完成登记托管及限售手续。 回购注销，公司股本由发行后的 417,496,676 股降至 416,367,704 股，其中有限 售条件流通股为 5,336,200 ...

本次上市流通的限售股形成后至本核查意见出具之日，公司未发生因利润分 配、公积金转增等导致公司股本数量发生变化的情况。因 2023 年度公司业绩不 符合公司 2021 年限制性股票激励计划第三个解除限售期的解除限售条件，公司 于 2024 年 10 月对已授予激励对象的尚未解除限售的限制性股票共 1,128,972 股 进行回购注销，公司股本由发行后的 417,496,676 股降至 416,367,704 股，其中有 限售条件流通股为 5,336,200 股，无限售条件流通股为 411,031,504 股。 1 东方证券股份有限公司 关于百合花集团股份有限公司 向特定对象发行股票限售股解禁上市流通的核查意见 东方证券股份有限公司（以下简称"东方证券"或"保荐机构"）作为百合 花集团股份有限公司（以下简称"百合花"、"公司"）2022 年度向特定对象 发行股票及持续督导的保荐机构，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》等相关规定，对公司向特定对象发行股票限售股份 解除限售并上市流通的事项进行了审慎核查，核查情况及核查意见如下： 一、本次限售股上市类型 经中国证券监督管理委员会《关于 ...

Group 1 - The core point of the article is that Baihehua (603823.SH) clarified its non-involvement in the investment of Yushu Technology, while its actual controller has a minor indirect participation through controlled industrial entities [1] Group 2 - The company stated that the investment in Yushu Technology is not directly associated with the listed entity [1] - The actual controller's investment stake in Yushu Technology is relatively small [1]

Core Viewpoint - The company, Baihehua (603823), has developed its PEEK material project based on the extensive research experience of its specialized team and over thirty years of technical and management foundation in the fine chemical sector [1] Group 1 - The PEEK material project is a result of the company's accumulated research experience [1] - The company has a strong technical and management foundation in the fine chemical industry, built over more than thirty years [1]

Group 1 - The company has not directly participated in the investment of Yushu Technology [1] - The actual controller of the company has indirectly participated in the investment through controlled industrial entities, with a relatively small share [1]

Group 1 - The core point of the article is that Baihehua (603823) clarified its investment involvement in Yushu Technology, stating that the company itself did not participate in the investment, but its actual controller indirectly participated through controlled industrial entities with a small shareholding [1] Group 2 - The company responded to investor inquiries on an interactive platform regarding its investment activities [1] - The actual controller's indirect investment in Yushu Technology is characterized as having a minor stake [1]

Core Viewpoint - The stock price of Baihehua (603823) has experienced significant fluctuations recently, driven by the collective strength of the chemical sector, advancements in the company's sodium battery and photoresist businesses, and changes in institutional holdings [1] Stock Performance - Over the past 7 days (February 6 to 11), Baihehua's stock has seen a price change of 3.10% with a volatility of 15.36%. The specific price movements include a limit-up on February 6 (closing at 18.48 yuan), a slight decline of 0.49% on February 9 (closing at 18.39 yuan), a drop of 3.26% on February 10 (closing at 17.79 yuan), and a further decrease of 2.64% on February 11 (closing at 17.32 yuan). The trading volume peaked at 184 million yuan on February 6 and decreased to 158 million yuan by February 11. Technical indicators show the current stock price is near the lower band of the 20-day Bollinger Bands, with a weak MACD indicator and KDJ in the oversold region [2] Capital Flow - On February 6, there was a net inflow of 40.85 million yuan from major funds, but in the following three days, there was a trend of capital outflow during the market correction. In terms of institutional holdings, the Southern Zhihong Mixed A fund reduced its holdings to 1.1207 million shares in the fourth quarter, representing 3.03% of the fund's net value [3]

Group 1 - The stock price of Baihehua has dropped by 2.64% to 17.32 CNY per share, with a trading volume of 158 million CNY and a turnover rate of 2.20%, resulting in a total market capitalization of 7.211 billion CNY. The stock has experienced a cumulative decline of 6.11% over the past three days [1] - Baihehua Group Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on August 11, 1995. The company went public on December 20, 2016, and its main business involves the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments. The revenue composition is as follows: pigments 89.33%, intermediates 9.60%, and others 1.06% [1] Group 2 - Southern Fund's Southern Zhihong Mixed A (020645) fund is among the top ten circulating shareholders of Baihehua, having newly entered the list in the third quarter with 2.1788 million shares, accounting for 0.53% of circulating shares. The estimated floating loss today is approximately 1.024 million CNY, with a total floating loss of 2.462 million CNY over the past three days [2] - In the fourth quarter, Southern Zhihong Mixed A (020645) reduced its holdings by 1.0581 million shares, now holding 1.1207 million shares, which represents 3.03% of the fund's net value, making it the eighth largest holding. The estimated floating loss today is about 526,700 CNY, with a total floating loss of 1.2663 million CNY over the past three days [3]

Group 1 - The core point of the article is that Baihehua announced the pledge of part of its circulating shares by its controlling shareholder, Baihehua Holdings [2] - The pledged shares amount to 5,000,000, which represents 1.89% of the controlling shareholder's total holdings [2]

Group 1 - Baichuan Co., Ltd. has reached the daily limit increase, indicating strong market interest and positive investor sentiment [1] - Other companies such as Demei Chemical, Baihehua, Xiongdi Technology, Hongbaoli, Jinjis Co., Ltd., Cangzhou Dahua, and Shuangle Co., Ltd. have also seen their stock prices rise in response [1]