天普股份（605255）发布股票交易异常波动暨风险提示性公告，就公司股价近期异动、控制权变更相关 进展及市场传闻等事项进行详细说明，并再次重点澄清了关于收购方中昊芯英(杭州)科技有限公司(下 称"中昊芯英")的不实传言，称其已启动独立IPO。 公告显示，天普股份股票连续三个交易日收盘价格涨幅偏离值累计达20%。针对这一情况，公司开展了 全面自查，并向控股股东、实际控制人及一致行动人核实信息，确认截至公告披露日，除已公开披露信 息外，无应披露未披露的重大信息。 本次公告重点对市场流传的两大核心传闻进行辟谣。其一，有市场传言称中昊芯英自身资本证券化路径 与本次收购天普股份相关。 对此，天普股份与中昊芯英再次确认，截至公告日，中昊芯英已启动独立自主的首次公开发行股票 (IPO)相关工作，目前处于股份制改制阶段，其自身资本证券化路径与本次收购上市公司无关，且未来 36个月内，中昊芯英不存在通过天普股份借壳上市的计划或安排。 其二，针对"中昊芯英将向天普股份注入资产"的传闻，天普股份同样予以否认。经核实，中昊芯英无资 产注入计划，且在未来12个月内，既无改变天普股份主营业务或对其进行重大调整的明确计划，也无对 上市公司 ...

格隆汇11月26日丨天普股份(605255.SH)公布，公司股票价格自2025年8月22日至2025年11月26日累计上 涨426.88%；期间已累积巨大交易风险，目前公司股价已严重偏离上市公司基本面，未来随时有快速下 跌的可能。敬请广大投资者注意二级市场交易风险。 ...

证券代码：605255 证券简称：天普股份 公告编号：2025-064 宁波市天普橡胶科技股份有限公司 股票交易异常波动暨股票交易风险提示性公告 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： ●公司股票价格于 2025 年 11 月 24 日、11 月 25 日和 11 月 26 日连续 3 个 交易日内收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规 则》的有关规定，属于股票交易异常波动情形。 ●经公司自查并发函向控股股东、实际控制人及其一致行动人核实，截至 本公告披露日，除在指定信息披露媒体及上海证券交易所网站上已公开披露的 信息外，不存在应披露而未披露的重大信息。 ●公司可能触及股权分布不具备上市条件的风险。公司已于 2025 年 11 月 17 日收到中昊芯英就本次要约收购事宜出具的《要约收购报告书》，收购方以 不终止天普股份上市地位为目的发出全面要约。截至 2025 年 11 月 25 日，本次 要约收购预受要约账户总数为 5 户，股份总数为 3,700 股，占上市公司股份总 数的 0 ...

格隆汇11月26日丨天普股份(605255.SH)公布，公司股票价格自2025年8月22日至2025年11月26日累计上 涨426.88%；期间已累积巨大交易风险，目前公司股价已严重偏离上市公司基本面，未来随时有快速下 跌的可能。敬请广大投资者注意二级市场交易风险。 ...

Core Viewpoint - The company announced an abnormal stock price fluctuation with a cumulative increase of 20% from November 24 to 26, 2025, indicating potential volatility in the market [1] Financial Performance - For the first three quarters of 2025, the company's revenue was 230.3726 million yuan, a year-on-year decrease of 4.98% [1] - The net profit for the same period was 17.8508 million yuan, reflecting a year-on-year decline of 2.91% [1] Shareholding and Acquisition Risks - As of November 25, the proportion of shares accepted for the tender offer was 0.00276%, raising concerns about the risk of falling below the 25% public shareholding requirement upon the expiration of the offer [1] - The company faces risks related to short-term stock price volatility, high cumulative increase, and elevated price-to-earnings and price-to-book ratios compared to the industry [1] - There are warnings about potential insider trading leading to transaction termination and the possibility of the acquirer not injecting assets [1]

Group 1: New Stock Offerings - Tianpu Co., Ltd. (605255) is undergoing a tender offer from November 20, 2025, to December 19, 2025[1] - Pingao Co., Ltd. (688227) has announced its latest updates on November 26, 2025[1] - Jianglong Shipbuilding (300589) released an announcement on November 24, 2025[1] Group 2: Significant Market Fluctuations - Huasheng Lithium Battery (688353) reported severe abnormal fluctuations on November 15, 2025[1] - HeFu China (603122) experienced significant market activity on November 13, 2025[1] - ST Keli Da (603828) had notable trading changes on November 12, 2025[1] Group 3: Recent Announcements - Guosheng Technology (603778) issued a notice on November 26, 2025[1] - ST Dongyi (002713) provided updates on November 26, 2025[1] - Jinfu Technology (003018) announced its latest developments on November 26, 2025[1]

Group 1 - Four companies have received court approval for restructuring investments [2] - Aowannianqing's product, Zhongzubei Dingchuan Wan, focuses on treating respiratory issues [2] - Beida Pharmaceutical has expanded its business scope to include both chemical synthesis and biopharmaceuticals [2] - Zhongheng Group's subsidiary acquired a technology for treating chronic heart failure for 55 million yuan [2] - Huaren Health is focused on the pharmaceutical distribution industry, with Alibaba Health as a significant shareholder [2] - Haiwang Biological is one of the largest national pharmaceutical commercial enterprises in China [2] - Fuyuan Pharmaceutical's Lansoprazole enteric-coated capsules have been approved for registration [2] - People's Tongtai is the largest pharmaceutical commercial company in Heilongjiang Province [2] - Yinghe Group is a regional leader in pharmaceutical distribution in Zhejiang Province [2] - Ruikang Pharmaceutical has completed special item approval for the import of Evusheld, a COVID-19 prevention drug [2] - Jindike is one of the first companies to achieve the approval and sale of quadrivalent influenza vaccines [2] Group 2 - Dairong has completed the transfer of shares with Zhongdao Chenying [3] - Boyong Generation is a leader in the domestic ETC chip field [3] - Wantong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology [3] - Mingwei Electronics collaborates with major manufacturers for chip production [3] - Qipilong is a leading Chinese men's clothing brand [3] - Dongxin Co. is one of the few companies in mainland China providing complete solutions for NAND, NOR, and DRAM chips [3] - The National Space Administration has issued a plan to promote the high-quality development of commercial aerospace [3] - Sanwei Tiandi has clients including China Aerospace for its digital inspection and testing management services [3] - Leike Defense has developed a comprehensive satellite application business [3] - Tianqimo has sufficient orders for its aviation parts business [3] Group 3 - The implementation plan to enhance the adaptability of supply and demand for consumer goods has been issued [4] - Maoye Commercial is a retail market leader in Hohhot [4] - Jialinjie is a leader in functional fabrics for outdoor sports [4] - Xueqi Electric specializes in the production of refrigerators and commercial display cabinets [4] - Guangbai Co. is the largest department store chain in Guangzhou [4] - Mengjie Co. has launched the first children's home textile brand in the industry [4] - Juran Smart Home has signed a strategic cooperation agreement following the chairman's passing [4] - Haixin Food is a leading company in the frozen fish ball market [4] - Sanjiang Shopping is the largest local supermarket chain in Zhejiang Province [4] - Jiangxi Province's first listed company in the commercial circulation industry is Guoguang Chain [4] Group 4 - The company is a leading e-commerce platform for liquor, with various brand partnerships [5] - Shiji Group plans to acquire a 95% stake in Fujian Shuchuan Ming Shang for 184.6 million yuan [5] - Laizhi Group specializes in new materials for construction additives [5] - Dahua Intelligent has developed a complete quantum secure satellite internet communication solution [5] - Haitong Development operates dry bulk shipping services across over 200 ports [5] - Qingshan Paper is a major supplier of optical communication modules and components [5] Group 5 - Ningbo Color Masterbatch has launched a high-transparency POE film crosslinking masterbatch [6] - BOLE FREE STARS' app surpassed 10 million downloads in its first week [6] - Hainan Free Trade Port is set to launch on December 18 [6] - Hainan Ruize focuses on concrete and new wall materials production [6] - Tianpu Co. has completed the transfer of shares with Zhonghuang Chenying [6] - Longsao Technology has increased its sales contract for lithium iron phosphate materials significantly [6] Group 6 - The company has developed energy storage products covering various systems and collaborated with international wind power leaders [7] - Huanyue Century has established an AI joint laboratory for content production [7] - Luoping Zinc Electric is the only enterprise in the zinc smelting industry with a tri-production model [7] - Meiyan Jixiang operates seven hydropower stations in Guangdong [7] - Qingshang Co. has developed smart city products using streetlights as a platform [7] - Meike Home focuses on domestic retail and international wholesale of home products [7] Group 7 - Chitianhua is the largest methanol producer in Guizhou, with an annual capacity of 300,000 tons [8] - Weiyuan Co. is the largest producer of phenol and acetone in China [8] - Teli A is controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [8] - Hongmian Co. is a state-owned enterprise in Guangzhou focusing on daily chemical products [8] - Zhonghuan Hailu produces various industrial metal forgings for multiple sectors [8]

Core Insights - The AI computing chip sector is experiencing significant activity, driven by the explosive growth in global AI computing demand and the acceleration of self-developed AI ASIC chips by major cloud service providers [1] - Trendforce's report indicates that by 2025, the combined capital expenditure of eight major cloud service providers will exceed $420 billion, with a notable increase in investment for AI chip development and data center infrastructure [1] Sector Analysis - **AI Chip Design Sector**: Companies specializing in AI ASIC chip design will directly benefit from the increased demand from cloud service providers for customized chips, leading to potential revenue growth [2] - **Semiconductor Manufacturing Sector**: The production of computing chips relies on advanced and mature process capacities, with increased demand for chip production from cloud service providers likely to enhance capacity utilization for wafer manufacturing companies [2] - **Advanced Packaging and Testing Sector**: Advanced packaging technologies are crucial for improving chip performance and energy efficiency, and companies with expertise in high-end packaging will see expanded business opportunities [2] - **Storage Chip Sector**: The demand for high-speed storage chips will rise alongside computing power, with cloud data centers requiring DRAM and NAND Flash products, creating market opportunities for storage chip companies [2] Key Company Profiles - **Dongxin Co., Ltd.**: Focused on storage chips, the company has achieved breakthroughs in SLC NAND Flash technology, positioning itself to benefit from the growing AI computing demand [3] - **Cambricon Technologies**: A leading domestic AI chip company, it specializes in cloud intelligent chip development, with its high-performance chips expected to capture more market share as cloud service providers increase AI infrastructure investments [3] - **Chipone Technology**: As a prominent chip design service provider, it offers comprehensive solutions in AI chips and GPUs, likely to see increased demand for customized projects from cloud service providers [3] - **Broadcom Integrated**: The company focuses on chip development for wireless communication and IoT, with its products expected to see expanded applications in smart terminals and data center peripheral devices due to rising demand for edge computing [3]

Group 1 - The core point of the news is the announcement of a mandatory tender offer by Zhonghao Xinying for Tianpu Rubber Technology Co., Ltd., triggered by a change in control through share transfer and capital increase [2][4] - The tender offer price is set at 23.98 CNY per share, aiming to acquire 25% of the unrestricted circulating shares, with the offer period from November 20, 2025, to December 19, 2025 [2][5] - Following the announcement, Tianpu's stock price surged, reaching 140.36 CNY per share as of November 26, 2023, up from approximately 25 CNY in early August [2] Group 2 - The acquisition involves a combination of share transfer and capital increase, with Zhonghao Xinying and its concerted parties acquiring a total of 10.75% and 8.00% of Tianpu's shares, respectively, and committing to capital increases totaling 15.21 million CNY [4] - As of the signing date of the tender offer report, Zhonghao Xinying and its concerted parties hold 18.75% of Tianpu's shares, and post-capital increase, their control will rise to 68.29%, exceeding the 30% threshold that triggers the mandatory tender offer [4] Group 3 - The tender offer specifies that the maximum required funds for the acquisition amount to 804 million CNY, with 165 million CNY already deposited as a performance guarantee, ensuring sufficient funding from self-owned resources [5] - The tender offer period is set for 30 calendar days, with the last three trading days being irrevocable for any accepted offers [5] Group 4 - As of November 24, 2025, only 3,800 shares have been tendered, representing 0.00283% of the total shares, raising concerns about the potential risk of delisting if public shareholders' holdings fall below 25% [7] - Zhonghao Xinying has committed to coordinating with other shareholders to maintain the listing status if such a situation arises, ensuring remaining shareholders can sell their shares at the tender offer price if delisting occurs [7] Group 5 - Zhonghao Xinying, established in October 2020, focuses on integrated circuit design and artificial intelligence software development, with its actual controller being Yang Gongyi Fan, who has a background in engineering and experience at major tech companies [8] - The concerted parties include Hainan Xinfan and individual Fang Donghui, with diverse backgrounds in technology and management [8]

Suspension and Resumption of Trading - Purun Co., Ltd. plans to acquire a 49% stake in Zhuhai Noah Changtian Storage Technology Co., Ltd., resulting in a trading suspension [1] - Junting Hotel's controlling shareholder Wu Qiyuan is planning matters related to the change of company control, leading to a trading suspension [1] Shareholding Changes - Tianpu Co., Ltd. has received a comprehensive offer from Zhonghao Xinying to acquire 33.52 million shares. If the public shareholding falls below 25% by the end of the offer period, Tianpu may face risks regarding its listing conditions [2] - Shanda Diwei's controlling shareholder has changed to Shandong High-speed Group, with the actual controller now being the Shandong Provincial State-owned Assets Supervision and Administration Commission [3] - New Yaqiang's controlling shareholder plans to transfer 94.42 million shares for 1.96 billion yuan, with the actual controller changing to Handan State-owned Assets Supervision and Administration Commission [3] Mergers and Acquisitions - Guosheng Technology intends to acquire 100% of Fuyue Technology for 240.6 million yuan, focusing on high-precision new lithium battery structural components [4] - Dingtong Technology plans to acquire 70% of Blue Ocean Vision for 126 million yuan, with the company primarily engaged in machine vision equipment for the consumer electronics sector [4] Share Buybacks and Increases - Wanrun Co., Ltd.'s controlling shareholder plans to increase holdings between 365 million yuan and 730 million yuan [5] - Yishitong intends to repurchase shares for between 20 million and 45 million yuan [6] - Century Huatong has received a commitment letter for a stock repurchase special loan from China Merchants Bank, not exceeding 900 million yuan [7] Investment Cooperation and Operational Status - Huayou Cobalt and Yiwei Lithium Energy have agreed that from 2026 to 2035, Chengdu Bamo's Hungary factory will supply approximately 127,800 tons of ultra-high nickel ternary cathode materials to Yiwei Lithium Energy's Hungary factory [8] - Shangwei New Materials has elected "Zhihui Jun" Peng Zhihui as chairman and appointed Tian Hua as CEO [9] - Heng Rui Pharmaceutical's innovative drug HRS-8364 for treating advanced solid tumors has received clinical trial approval, with no similar drugs approved for market domestically or internationally [9] - Aotewei has signed a sales contract for equipment including a 700 million yuan string welding machine [9] - Nuofeng plans to raise no more than 1.45 billion yuan through a private placement for blueberry base expansion projects [10] - Allianz Ruishi intends to jointly invest in the establishment of Jiangsu Yuanqi Lian'an Robot Technology Co., Ltd. for the development, manufacturing, and sales of embodied intelligent robots, with an investment of 8 million yuan, accounting for 40% of the registered capital [10] - Huashi Technology plans to increase investment of 22.5 million yuan to acquire a stake in Hangzhou Yuchuang Robot Technology Co., Ltd. [11]