证券代码：603863 证券简称：松炀资源 公告编号：2025-032 广东松炀再生资源股份有限公司 关于筹划控制权变更事项继续停牌的公告 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。 重要内容提示： 证券停复牌情况：适用 因广东松炀再生资源股份有限公司（以下简称："公司"）控股股东及实际控 制人王壮鹏先生正在筹划重大事项，该事项可能导致公司控制权发生变更,本公司 的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 期间 | | | | 603863 | 松炀资源 | A 股 | 停牌 | 2025/7/1 | | | | 公司于 2025 年 6 月 26 日收到公司控股股东及实际控制人王壮鹏先生的通知， 控股股东及实际控制人王壮鹏先生正在筹划公司股份协议转让事宜，该事项可能 导致公司控制权发生变更。 鉴于上述事项正在洽 ...

Summary of Key Points Core Insights - The report highlights the suspension of multiple ETFs and REITs on June 30, 2025, to protect investor interests, indicating a significant market event that may impact investor sentiment and trading strategies [2][3][4]. Company and Industry Analysis - The Invesco S&P Consumer Select ETF (QDII) and the Guotai S&P 500 ETF are both set to suspend trading for one hour starting from the market opening on June 30, 2025, reflecting regulatory measures to safeguard investors [2]. - The CICC China Green Development Commercial REIT will also experience a one-hour suspension on the same date, emphasizing the trend of temporary trading halts in response to market conditions [2]. - The CICC Yizhuang Industrial Park REIT will suspend trading for one hour and resume at 10:30 AM on June 30, 2025, indicating a structured approach to managing trading activities [2]. - Several companies, including Tianmao Group and Alloy Investment, are facing special suspensions due to their inability to disclose periodic reports or due to planned control changes, which may signal underlying issues within these firms [2][3]. - The report lists numerous other securities that have been suspended for various reasons, including continuous losses and regulatory compliance issues, which could reflect broader challenges in the market environment [3][4][5].

Core Viewpoint - Songyang Resources is planning a share transfer that may lead to a change in control, prompting a temporary suspension of its stock to prevent abnormal price fluctuations [2][4]. Company Developments - The controlling shareholder, Wang Zhuangpeng, is in discussions regarding the transfer of shares, which could result in a change of control [4]. - The company has applied for a stock suspension starting June 27, 2025, for no more than two trading days to ensure fair information disclosure [4]. - Recently, the company announced the sale of state-owned land use rights for a total price of 84 million yuan to enhance asset efficiency [5]. Financial Performance - Songyang Resources has faced significant financial challenges, with cumulative losses reaching 750 million yuan from 2022 to 2024 [7]. - The company reported revenues of 928 million yuan in 2022, with a net loss of 277 million yuan; in 2023, revenues were 665 million yuan with a net loss of 237 million yuan; and in 2024, revenues were 727 million yuan with a net loss of 236 million yuan [7]. - The company’s products have shown negative gross margins, with coated whiteboard paper at -11.50% and high-strength corrugated paper at -4.93% [8]. Industry Context - The paper industry is experiencing overcapacity and declining demand, exacerbated by rising raw material prices [7]. - The industry is expected to see improved demand due to economic recovery and favorable policies, despite ongoing competitive pressures [7]. Shareholder Issues - Wang Zhuangpeng has pledged a significant portion of his shares, with 76.9% of his holdings (32.86 million shares) pledged [6]. - The second-largest shareholder, Shenzhen Qianhai Jinxingyang Investment Co., Ltd., has a pledge ratio of 96.47% on its shares [6]. Previous Transactions - The company attempted a high-premium acquisition of a related party, which faced scrutiny from the stock exchange, leading to a significant drop in share price [9]. - An acquisition attempt of 51% of a related company was announced but later terminated due to regulatory inquiries and concerns over valuation [11].

证券代码：603863 证券简称：松炀资源 公告编号：2025-031 广东松炀再生资源股份有限公司 公司于 2025 年 6 月 26 日收到公司控股股东及实际控制人王壮鹏先生的通知， 控股股东及实际控制人王壮鹏先生正在筹划公司股份协议转让事宜，该事项可能 导致公司控制权发生变更。 鉴于上述事项正在洽谈当中，尚存在不确定性，为保证公平信息披露，维护 投资者利益，避免造成公司股价异常波动，根据《上海证券交易所股票上市规则》 《上海证券交易所上市公司自律监管指引第 4 号——停复牌》等有关规定，经公 司向上海证券交易所申请，公司股票（证券代码：603863，证券简称：松炀资源） 将于 2025 年 6 月 27 日（星期五）开市起停牌，停牌时间不超过 2 个交易日。 停牌期间，公司将根据上述事项进展情况，严格按照有关法律法规的规定和 要求履行信息披露义务。待上述事项确定后，公司将及时发布相关公告并申请公 司股票复牌。具体信息以公司在指定信息披露媒体和上海证券交易所网站 (www.sse.com.cn) 披露的信息为准。上述筹划的重大事项尚存在不确定性，敬请 广大投资者关注公司后续公告，并注意投资风险。 特此公告 ...

Core Viewpoint - The company, Songyang Resources, announced a potential change in control due to the major shareholder's plan to transfer shares, leading to a suspension of its stock trading [2][4]. Group 1: Control Change Announcement - On June 26, Songyang Resources disclosed that its controlling shareholder and actual controller, Wang Zhuangpeng, is planning a significant share transfer that may result in a change of control [2][4]. - The company's stock will be suspended from trading starting June 27, with the suspension expected to last no more than two trading days [4]. Group 2: Shareholding Structure - As of the end of Q1, Wang Zhuangpeng holds 42,730,500 shares, representing 20.88% of the total share capital, making him the largest shareholder [5]. - The total shareholding of the top ten shareholders accounts for 35.11% of the total share capital, with a combined market value of approximately 9.39 billion [5]. Group 3: Company Overview - Songyang Resources primarily engages in the research, production, and sales of environmentally friendly recycled paper, including high-strength corrugated paper, specialty paper, and whiteboard paper [6]. - The company has been facing long-term performance pressure, with net profits declining for three consecutive years and unstable revenue performance [7]. Group 4: Future Plans - The company aims to reduce costs and improve efficiency through technological upgrades in 2025, with a focus on stabilizing production capacity and achieving profitability [7].

Core Viewpoint - The company is undergoing a potential change in control due to the major matter being planned by its controlling shareholder, which has led to the suspension of its stock trading for a short period [2][4][6]. Group 1: Control Change Announcement - On June 26, the company announced that its controlling shareholder, Wang Zhuangpeng, is planning a share transfer agreement that may lead to a change in control [4][6]. - The stock will be suspended from trading starting June 27, with the suspension expected to last no more than two trading days to ensure fair information disclosure [6][7]. Group 2: Shareholding Structure - As of the end of the first quarter, Wang Zhuangpeng holds 42,730,500 shares, representing 20.88% of the total share capital, making him the largest shareholder [8][9]. - The total shareholding of the top ten shareholders accounts for 35.11% of the total share capital, with a combined market value of approximately 9.39 billion [9]. Group 3: Financial Performance - The company has faced continuous net losses for three consecutive years, with unstable revenue performance [11]. - The total revenue for the most recent reporting period was 1.02 billion, reflecting a year-on-year decrease of 28.28% [12]. - The net profit for the latest period was -0.18 billion, indicating a year-on-year improvement of 19.40% compared to the previous year [12]. Group 4: Future Plans - The company aims to achieve profitability by 2025 through technological upgrades to reduce costs and improve efficiency, while also focusing on production capacity [13].

Suspension - Songyang Resources is planning a change in control, leading to a suspension of its stock [1] Private Placement and Mergers - Beite Technology plans to raise no more than 300 million yuan for the construction of a screw production base in Thailand [2] - Xining Special Steel intends to raise no more than 1 billion yuan to supplement its working capital [3] - Haishun New Materials is planning to acquire 100% equity of Guangdong Zhengyi Packaging Co., Ltd. through cash payment [3] Share Buybacks and Transfers - Shaanxi Jinye's actual controller proposed a buyback of 40 million to 70 million yuan [4] - Huate Dain's shareholder Guo Weisong plans to continue increasing his stake by 1.85% to 3.70% [5] - Zhongying Technology's shareholder is inquiring about a share transfer at a price of 31 yuan per share [6] - Rebecca's controlling shareholder is transferring 6.18% of shares through an agreement [7] External Investments and Daily Operations - Ningbo Huaxiang's subsidiary has been entrusted by Shanghai Zhiyuan to produce full-size biped robots [8] - Xinhongye's subsidiary won a bid for a 42.34 million yuan power cable procurement project from China Nuclear Construction [9] - Angel Yeast plans to invest 502 million yuan in the construction of a biological manufacturing center [10] - Hubei Yihua's phosphate chemical project has partially commenced full-load production [11] - Lian De Equipment is the first candidate for the bid for BOE's 8.6-generation AMOLED production line project, with a bid price of 157 million yuan [11] - China Foreign Transport's subsidiary plans to sell 25% equity of Lu Kai International for 3.382 billion yuan, expecting an investment return of 1.793 billion yuan [12] - Sitake plans to invest 12 million yuan in Huarui Xincai to enter the semiconductor photoresist field [13] - Jingce Electronics' subsidiary signed a sales contract for semiconductor testing equipment worth 113 million yuan [14] - Rijiu Optoelectronics' wholly-owned subsidiary Zhejiang Rijiu plans to invest approximately 822 million yuan to construct a functional film project with an annual output of 6 million square meters [14] Performance Changes - Dalian Heavy Industry expects a net profit of 305 million to 326 million yuan for the first half of the year, representing a year-on-year increase of 11.12% to 18.92%, mainly benefiting from the growth in gross profit of material handling equipment [15]

Group 1 - Great Wall Military Industry's stock has experienced a significant price increase, with a market-to-book ratio of 8.19, higher than the industry average of 4.69 [1] - Jida Zhengyuan's shareholder plans to reduce holdings by up to 1.37 million shares, representing 0.73% of the total share capital [2] - Guosheng Financial's stock price has deviated significantly, but the company reports no major changes in its operations or environment [3] Group 2 - Yintai's stock has seen a price increase of over 20% in two consecutive trading days, with a minor revenue contribution from selling related products [4] - Nord's stock price has surged by 100% over nine trading days, indicating potential trading overheating risks [5] - Beifang Navigation's executives have reduced their holdings in accordance with previously announced plans [6] Group 3 - Ningbo Huaxiang's subsidiary has signed a contract to produce biped robots for Shanghai Zhiyuan, which may positively impact future business expansion [8] - Fuguang's major shareholder plans to reduce holdings by up to 3% of the total share capital due to personal funding needs [9] - Xiangcai's stock has shown significant price deviation, but the company confirms no undisclosed major issues [10] Group 4 - Songyang Resources is planning a potential change in control, leading to a temporary suspension of its stock [11] - Dalian Heavy Industry expects a net profit increase of 11.12%-18.92% for the first half of 2025, driven by a 6% revenue growth [12] - Fuguang's major shareholder is set to reduce holdings by up to 3% of the total share capital [13] - Huate Dain's major shareholder plans to increase holdings by 1.85%-3.70% of the total share capital, reflecting confidence in the company's future [14]

证券代码：603863 证券简称：松炀资源 公告编号：2025-031 广东松炀再生资源股份有限公司 关于筹划控制权变更事项的停牌公告 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。 因广东松炀再生资源股份有限公司（以下简称："公司"）控股股东及实际控 制人正在筹划重大事项，该事项可能导致公司控制权发生变更,本公司的相关证券 停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603863 | 松炀资源 | A 股 | 停牌 | 2025/6/27 | | | | 公司于 2025 年 6 月 26 日收到公司控股股东及实际控制人王壮鹏先生的通知， 控股股东及实际控制人王壮鹏先生正在筹划公司股份协议转让事宜，该事项可能 导致公司控制权发生变更。 鉴于上述事项正在洽谈当中，尚存在不确定性，为保证公平信息披露，维护 投资者利益，避免造成公司股价异常波动 ...

智通财经6月26日电，松炀资源(603863.SH)公告称，公司于2025年6月26日收到控股股东及实际控制人 王壮鹏的通知，其正在筹划公司股份协议转让事宜，该事项可能导致公司控制权发生变更。为保证公平 信息披露，维护投资者利益，公司股票将于2025年6月27日开市起停牌，停牌时间不超过2个交易日。停 牌期间，公司将根据事项进展情况履行信息披露义务。具体信息以公司在指定信息披露媒体和上海证券 交易所网站披露的信息为准。 松炀资源：筹划控制权变更事项 股票停牌 ...