Core Viewpoint - Parker New Material's stock price has shown a significant increase of 35.70% year-to-date, indicating strong market performance despite recent fluctuations in trading volume and net capital outflow [2][1]. Company Overview - Parker New Material, established on June 29, 2006, and listed on August 25, 2020, is located in Wuxi, Jiangsu Province, China. The company specializes in the research, production, and sales of metal forgings [2]. - The company's revenue composition includes: 38.84% from power forgings, 24.63% from aerospace forgings, 16.15% from petrochemical forgings, 9.69% from scrap sales, 9.39% from other forgings, 1.16% from entrusted processing, 0.12% from entrusted research and testing, and 0.02% from other income [2]. Financial Performance - For the first half of 2025, Parker New Material achieved operating revenue of 1.778 billion yuan, representing a year-on-year growth of 8.08%. The net profit attributable to shareholders was 175 million yuan, reflecting a growth of 6.19% [2]. - Since its A-share listing, the company has distributed a total of 399 million yuan in dividends, with 312 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Parker New Material was 14,800, a decrease of 1.72% from the previous period. The average circulating shares per person increased by 1.75% to 8,198 shares [2]. - Among the top ten circulating shareholders, Guotou Ruijin National Security Mixed A ranked fourth with 2.109 million shares, an increase of 387,000 shares from the previous period. Hong Kong Central Clearing Limited ranked sixth with 861,800 shares, a decrease of 294,300 shares [3].

Group 1 - Parker New Material's stock price dropped by 5.02% to 72.02 CNY per share, with a trading volume of 136 million CNY and a turnover rate of 1.52%, resulting in a total market capitalization of 8.727 billion CNY [1] - The company, established on June 29, 2006, and listed on August 25, 2020, specializes in the research, production, and sales of metal forgings [1] Group 2 - The top circulating shareholder of Parker New Material is the Guotou Ruijin Fund, which increased its holdings in the Guotou Ruijin National Security Mixed A Fund (001838) by 387,000 shares in the second quarter, bringing the total to 2.109 million shares, accounting for 1.74% of circulating shares [2] - The Guotou Ruijin National Security Mixed A Fund has a current scale of 2.525 billion CNY, with a year-to-date return of 17.33% and a one-year return of 44.56% [2] - The fund manager, Li Xuan, has been in charge for 9 years and 279 days, with the fund's total asset scale at 4.265 billion CNY [2]

Group 1 - The core point of the article is the announcement by Parker New Materials regarding a change in its continuous supervision sponsor representative, with Meng Shuo appointed to replace Miao Tao [2] Group 2 - CITIC Securities has assigned Meng Shuo to continue the sponsorship duties for Parker New Materials [2] - This change in personnel is part of the company's ongoing compliance with regulatory requirements [2]

Financial Performance - The company reported total revenue of 1.778 billion yuan, ranking 11th among disclosed peers, with an increase of 133 million yuan, representing a year-on-year growth of 8.08% [1] - The net profit attributable to shareholders was 175 million yuan, ranking 15th among disclosed peers, with an increase of 10.22 million yuan, reflecting a year-on-year growth of 6.19% [1] - The net cash inflow from operating activities was 69.049 million yuan, ranking 16th among disclosed peers [1] Key Financial Ratios - The latest debt-to-asset ratio is 40.01% [3] - The latest gross profit margin is 17.63% [3] - The latest return on equity (ROE) is 3.85%, ranking 13th among disclosed peers, with a slight increase of 0.01 percentage points year-on-year [3] - The diluted earnings per share (EPS) is 1.45 yuan, ranking 1st among disclosed peers, with an increase of 0.08 yuan, representing a year-on-year growth of 6.18% [3] - The latest total asset turnover ratio is 0.24 times, ranking 6th among disclosed peers [3] - The latest inventory turnover ratio is 1.30 times, ranking 7th among disclosed peers [3] Shareholder Structure - The number of shareholders is 14,800, with the top ten shareholders holding 74.9203 million shares, accounting for 61.83% of the total share capital [3] - The largest shareholder is Zong Liping, holding 33.23% of the shares [3] - The second-largest shareholder is Shi Yufeng, holding 20.18% of the shares [3]

Summary of Key Points Core Viewpoint - The controlling shareholder and actual controller of Wuxi Pike New Materials Technology Co., Ltd. did not execute the planned share reduction, maintaining their current holdings. Group 1: Shareholder Information - The controlling shareholder, Zong Liping, held 40,270,000 shares, representing 33.23% of the total shares before the reduction plan [1][2] - The other controlling shareholder, Yu Feng, held 24,450,000 shares, representing 20.18% of the total shares [2] - Together, Zong Liping and Yu Feng controlled 54.93% of the company’s shares [1] Group 2: Reduction Plan Details - The reduction plan announced on May 10, 2025, aimed for Zong Liping to reduce her holdings by up to 3,635,125 shares, or 3% of the total shares [1][2] - The planned reduction included up to 1,211,708 shares through centralized bidding and up to 2,423,417 shares through block trading [1] Group 3: Implementation Results - As of the announcement date, Zong Liping did not reduce any shares, with a total reduction of 0 shares executed [3][4] - The reduction period was from May 31, 2025, to August 30, 2025, and the total amount of shares intended for reduction was not achieved [3] - The current holding of Zong Liping remains at 40,270,000 shares, maintaining the 33.23% ownership [3]

Core Points - The company is holding its second extraordinary general meeting of shareholders in 2025 on September 16, 2025, at 10 AM [5] - The meeting will include seven proposals for voting, including the cancellation of the supervisory board and amendments to the company's articles of association [6][14] Meeting Procedures - Only shareholders, company directors, supervisors, senior management, invited lawyers, and designated personnel are allowed to attend the meeting [2] - Shareholders must sign in 30 minutes before the meeting and present necessary identification [2] - Shareholders have the right to speak, inquire, and vote, but must register in advance for speaking [3][4] - Voting will be conducted through a named voting method, with each share representing one vote [4][6] - The meeting will be conducted both in-person and via online voting [5][6] Proposals for Voting - Proposal 1: Cancellation of the supervisory board and amendments to the articles of association based on new legal regulations [7][8] - Proposal 2: Revision of the shareholder meeting rules [9] - Proposal 3: Revision of the board meeting rules [9] - Proposal 4: Revision of the independent director work system [10] - Proposal 5: Revision of the fundraising management system [11] - Proposal 6: Revision of the board audit committee working rules [12] - Proposal 7: Approval of the 2025 annual remuneration for non-independent directors [14]

Core Points - The company has announced a change in the continuous supervision sponsor representative due to the work change of the original representative [1][2] - CITIC Securities will continue to fulfill its supervisory responsibilities regarding the company's use of raised funds despite the change in representatives [2] Group 1 - The company received a letter from CITIC Securities regarding the replacement of the continuous supervision sponsor representative [1] - CITIC Securities was originally appointed on June 21, 2023, to undertake the legal continuous supervision work for the company's non-public issuance of A-shares [1] - The continuous supervision period by CITIC Securities will end on December 31, 2023, and a summary report will be issued on May 10, 2024 [1] Group 2 - The original representatives, Mr. Miao Tao and Mr. Ai Hua, were responsible for the continuous supervision work [2] - Mr. Meng Shuo has been appointed to replace Mr. Miao Tao as the new continuous supervision sponsor representative [2] - The company expresses gratitude to Mr. Miao Tao for his work during his tenure as the sponsor representative [2] Group 3 - Mr. Meng Shuo is currently a senior vice president at CITIC Securities and has participated in various IPO and refinancing projects [2] - He has a good record of compliance with relevant regulations during his practice in the sponsorship business [2]

控股股东、实际控制人减持股份结果公告 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： 证券代码：605123 证券简称：派克新材 公告编号：2025-041 无锡派克新材料科技股份有限公司 控股股东、实际控制人持股的基本情况 本次减持计划实施前，无锡派克新材料科技股份有限公司（以下简称"公司"） 控股股东、实际控制人之一宗丽萍女士直接持有公司 40,270,000 股股份，持股 比例为 33.23%；公司控股股东、实际控制人之一是玉丰先生直接持有公司 24,450,000 股股份，持股比例为 20.18%，是玉丰通过无锡市派克贸易有限公司（以 下简称"派克贸易"）间接控制公司 0.68%的股份，通过无锡众智恒达投资企业 （有限合伙）（以下简称"众智恒达"）间接持有公司 0.83%的股份；宗丽萍为是 玉丰之配偶，是玉丰和宗丽萍合计直接和间接控制公司 54.93%的股份。上述股 份均为公司首次公开发行股票前已持有的股份。 减持计划的实施结果情况 公司于 2025 年 5 月 10 日披露了《派克新材关于控 ...

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。 无锡派克新材料科技股份有限公司（以下简称"公司"）于近日收到保荐人 中信证券股份有限公司（以下简称"中信证券"）出具的《中信证券股份有限公 司关于更换派克新材持续督导保荐代表人的函》。中信证券于 2023 年 6 月 21 日 与公司签订保荐协议，承接原保荐人华泰联合证券有限责任公司关于公司非公开 发行 A 股股票的法定持续督导工作，截至 2023 年 12 月 31 日，中信证券对公司 非公开发行 A 股股票的持续督导期届满，并于 2024 年 5 月 10 日出具了《中信 证券股份有限公司关于无锡派克新材料科技股份有限公司非公开发行 A 股股票 持续督导保荐总结报告书》。目前，由于公司非公开发行 A 股股票尚有部分募集 资金未使用完毕，保荐人就公司募集资金使用情况继续履行持续督导的责任。 中信证券原委派苗涛先生、艾华先生为公司持续督导工作的保荐代表人，履 行持续督导职责。现由于中信证券原委派的保荐代表人苗涛先生工作变动，不再 继续履行对公司的督导职责。为保证督导工作的有序进行 ...

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