Core Viewpoint - Hongbo New Materials (605366.SH) reported a decline in institutional ownership in its third-quarter report for 2025, with a total of 3.57 billion shares held by seven institutional investors, representing 54.99% of the total share capital, a decrease of 2.82 percentage points from the previous quarter [1] Institutional Ownership - As of October 30, 2025, seven institutional investors disclosed holdings in Hongbo New Materials, totaling 3.57 billion shares, which accounts for 54.99% of the company's total share capital [1] - The institutional investors include Hongbo Chemical Co., Ltd., Hongbo (Asia) Group Co., Ltd., Nanchang Longhou Industrial Co., Ltd., and others [1] - The overall institutional ownership percentage decreased by 2.82 percentage points compared to the previous quarter [1] Public Fund Holdings - One public fund, Everbright Baodexin Anyang One-Year Mixed A, increased its holdings compared to the previous period, showing a slight rise in ownership [1] - A total of 30 public funds did not disclose their holdings in this period, including notable funds such as CSI 2000, Huatai-PB National Index Enhanced A, and others [1]

Group 1 - The core point of the article is that Hongbo New Materials (605366.SH) reported a decline in revenue and a significant net loss for the third quarter of 2025 [1] Group 2 - The company's operating revenue for the third quarter was 317 million yuan, representing a year-on-year decrease of 4.62% [1] - The net profit attributable to shareholders of the listed company was -45.87 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -46.96 million yuan [1]

Financial Performance - The company's operating revenue for the third quarter was ¥317,186,474.39, a decrease of 4.62% compared to the same period last year[4]. - The total profit for the third quarter was a loss of ¥54,913,908.55, with a year-to-date total profit loss of ¥87,760,563.74[4]. - The net profit attributable to shareholders for the third quarter was a loss of ¥45,870,306.96, and the year-to-date net profit loss was ¥72,475,807.76[4]. - Total operating revenue for the first three quarters of 2025 was CNY 1,048,319,051.81, a decrease of 1.6% compared to CNY 1,064,889,764.76 in the same period of 2024[21]. - Net profit for the first three quarters of 2025 was a loss of CNY 72,735,868.77, compared to a loss of CNY 14,061,868.79 in the same period of 2024[22]. - Operating profit for the first three quarters of 2025 was a loss of CNY 86,631,687.74, worsening from a loss of CNY 21,639,546.48 in 2024[22]. - Basic earnings per share for the first three quarters of 2025 was -CNY 0.11, compared to -CNY 0.02 in the same period of 2024[23]. Assets and Liabilities - The total assets at the end of the reporting period were ¥4,018,698,155.30, a decrease of 1.92% from the end of the previous year[5]. - The company's total liabilities decreased to RMB 1,903,426,519.37 from RMB 1,995,847,080.21, a reduction of about 4.6%[17]. - The equity attributable to shareholders at the end of the reporting period was ¥2,107,970,608.29, reflecting a slight increase of 0.32% compared to the previous year[5]. - Total liabilities and equity amounted to CNY 4,018,698,155.30, a decrease from CNY 4,097,165,919.14 in the previous year[18]. Cash Flow - The cash flow from operating activities for the year-to-date was ¥14,771,060.85, a significant decrease of 94.87% compared to the previous year[4]. - Net cash inflow from operating activities was $14,771,060.85, a significant decrease from $288,168,150.05 in the previous period[25]. - Total cash inflow from investment activities was $946,447,774.87, compared to $184,164,859.76 last year[25]. - Cash outflow for investment activities totaled $839,435,897.21, down from $904,386,778.65 in the previous period[25]. - Net cash flow from financing activities was $26,863,741.10, a sharp decline from $993,339,432.01 in the prior year[26]. - The ending balance of cash and cash equivalents was $947,335,008.91, up from $737,882,823.08 at the end of the previous period[26]. Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 30,064[10]. - The company received government subsidies amounting to ¥761,836.38 during the third quarter, contributing to its financial performance[6]. Expenses - The company reported a significant increase in expenses due to the implementation of an equity incentive plan, impacting overall profitability[8]. - Total operating costs increased to CNY 1,144,934,583.25, up 4.0% from CNY 1,100,387,739.67 year-over-year[21]. - Research and development expenses increased to CNY 32,070,935.58, up 5.2% from CNY 30,484,571.43 in the same period of 2024[21]. - Financial expenses decreased to CNY 23,412,898.52, down 8.0% from CNY 25,444,010.17 year-over-year[22]. Inventory and Receivables - Accounts receivable decreased slightly to RMB 318,102,538.65 from RMB 332,815,949.82, indicating a reduction of about 4.4%[16]. - Inventory increased to RMB 258,275,756.18 from RMB 237,734,565.91, reflecting an increase of approximately 8.6%[16]. - The company reported a significant increase in prepayments to RMB 19,577,784.46 from RMB 12,963,334.70, representing a growth of approximately 51.3%[16]. Other Information - The company has not disclosed any new product developments or market expansion strategies during the reporting period[14]. - Other comprehensive income after tax for the first three quarters of 2025 was CNY 1,521,929.57, compared to CNY 693,847.53 in 2024[23].

江西宏柏新材料股份有限公司 | 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-092 | | --- | --- | --- | | 债券代码：111019 | 债券简称：宏柏转债 | | 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | 主要产品名称 | 2025 | 年 | 1-9 | 月平均销售 | 2024年1-9月平均销 | 变动比例 | | --- | --- | --- | --- | --- | --- | --- | | | | | 单价（元/吨） | | 售单价（元/吨） | | | 硅烷偶联剂 | | | | 12,932.18 | 15,322.31 | -15.60% | | 气相白炭黑 | | | | 14,306.43 | 16,617.30 | -13.91% | （二）主要原材料价格变动情况（不含税） | 主要原料名称 | 2025 年 1-9 | | 月采购均价较 | 2025 | 年 | 1-9 | 月采购均价较 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | ...

注：上表中权益变动前合计比例是以江西宏柏新材料股份有限公司（以下 简称"公司"）首次公开发行上市时的持股情况进行计算，权益变动后合计比例 根据公司 2025 年 10 月 19 日总股本 650,143,895 股计算得出。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | √控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | | 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-091 | | --- | --- | --- | | 债券代码：111019 | 债券简称：宏柏转债 | | 江西宏柏新材料股份有限公司 关于控股股东、实际控制人权益变动触及 1%、5%刻度 的提示性公告 控股股东宏柏化学有限公司、宏柏（亚洲）集团有限公司以及实际控 制人纪金树、林庆松、杨荣坤保证向本公司提供的信息真实、准确、完整， 没有虚假记载、 ...

江西宏柏新材料股份有限公司 简式权益变动报告书 上市公司名称：江西宏柏新材料股份有限公司 股票简称：宏柏新材 股票代码：605366 股票上市地点：上海证券交易所 信息披露义务人之一： 姓名：宏柏化学有限公司 住所：香港新界葵涌葵芳路 223 号新都会广场第二座 28 楼 03 室 通讯地址：香港新界葵涌葵芳路 223 号新都会广场第二座 28 楼 03 室 信息披露义务人之二： 姓名：宏柏（亚洲）集团有限公司 住所：香港新界葵涌葵芳路 223 号新都会广场第二座 28 楼 03 室 通讯地址:香港新界葵涌葵芳路 223 号新都会广场第二座 28 楼 03 室 信息披露义务人之三： 姓名：纪金树 住所：江西省乐平市塔山工业园区工业九路 通讯地址:江西省乐平市塔山工业园区工业九路 信息披露义务人之四： 姓名：林庆松 住所：中国台湾省台中市**区**巷**号 通讯地址: 中国台湾省台中市**区**巷**号 1 信息披露义务人之五： 姓名：杨荣坤 住所：中国台湾省台中市**区**巷**号 通讯地址: 中国台湾省台中市**区**巷**号 股份变动性质：股份持股比例减少 签署日期：2025 年 10 月 20 日 五、 ...

Group 1 - The core point of the article is that Jiangxi Hongbai New Materials Co., Ltd. signed a supplemental agreement for a stock repurchase special loan contract to support its stock repurchase plan [1] - On October 18, 2024, a notice was jointly issued to establish a stock repurchase and increase re-loan to encourage financial institutions to provide loan support for stock repurchase and increase for eligible listed companies and major shareholders [1] - The company applied for a loan of 60 million yuan with a term of 12 months from CITIC Bank Nanchang Branch, specifically for stock repurchase purposes [1] Group 2 - The company completed its stock repurchase plan on January 28, 2025, repurchasing a total of 16.2 million shares, utilizing all the special loan funds for the repurchase [1] - The signing of the supplemental agreement is based on the company's daily operational management needs and will not significantly impact the company's annual operating performance [1] - There are no adverse effects on the interests of the company and all shareholders, especially minority shareholders [1]

| 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-090 | | --- | --- | --- | | 债券代码：111019 | 债券简称：宏柏转债 | | 本次签订补充协议是基于公司日常经营管理需要，不会对公司当年的经营业 绩产生重大影响，不存在损害公司及全体股东特别是中小股东利益的情况。敬请 广大投资者理性投资，注意投资风险。 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。 一、签署股票回购专项贷款合同补充协议的具体情况 2024 年 9 月 24 日，为维护资本市场稳定，提振投资者信心，中国人民银行 与金融监管总局、中国证监会协商，创设两项结构性货币政策工具，支持资本市 场稳定发展；10 月 18 日，上述三方联合发布《关于设立股票回购增持再贷款有 关事宜的通知》，设立股票回购增持再贷款，激励引导金融机构向符合条件的上 市公司和主要股东提供贷款，分别支持其回购和增持上市公司股票。江西宏柏新 材料股份有限公司（以下简称"公司"）积极响应国家支持、提振资本市场健康 稳定发展的政策，与商业银行开展 ...

Core Viewpoint - The company has signed a special loan agreement for stock repurchase with CITIC Bank Nanchang Branch, amounting to 60 million RMB, and is extending the loan term to a maximum of 36 months to stabilize and enhance company value [1] Group 1 - The company has completed its stock repurchase plan, having repurchased a total of 16.2 million shares [1] - The original loan term was set for 12 months, which is now being extended [1] - The purpose of this extension is to broaden the funding sources for stock repurchase [1]

Core Viewpoint - The announcement provides an update on the conversion results of the convertible bonds issued by Jiangxi Hongbai New Materials Co., Ltd., detailing the amounts converted and remaining, as well as adjustments to the conversion price over time [2][3][6]. Group 1: Convertible Bond Conversion Status - As of September 30, 2025, a total of RMB 239,617,000 worth of "Hongbai Convertible Bonds" has been converted, resulting in 43,932,071 shares, which is 7.2150% of the company's total shares before conversion [2][6]. - The amount of "Hongbai Convertible Bonds" that has not been converted as of September 30, 2025, is RMB 720,383,000, accounting for 75.0399% of the total issuance [2][6]. - In the third quarter of 2025, from July 1 to September 30, RMB 97,253,000 worth of bonds were converted, resulting in 17,811,223 shares [2][6]. Group 2: Issuance and Terms of Convertible Bonds - The company issued 9.6 million convertible bonds on April 17, 2024, with a total value of RMB 96,000,000, and a maturity period of six years [3]. - The initial conversion price was set at RMB 7.51 per share, which has been adjusted multiple times, with the current conversion price at RMB 5.45 per share [3][4][5]. - The bond's coupon rates increase progressively from 0.20% in the first year to 2.50% in the sixth year [3]. Group 3: Share Capital Changes - The company repurchased and canceled 2,685,155 shares of restricted stock on April 28, 2025, due to performance issues and employee departures [7].