Core Viewpoint - Hongbo New Materials (605366.SH) announced a reduction in shareholding by its controlling shareholder, Hongbo Chemical, which may impact investor sentiment and stock performance [1] Group 1 - The company received a notification regarding a change in equity that reached a 1% threshold [1] - From November 3 to November 7, 2025, Hongbo Chemical reduced its shareholding by a total of 6.7315 million shares, representing 1.04% of the company's total share capital [1]

Core Points - The company Hongbo New Materials (605366.SH) announced a share reduction by its controlling shareholder Hongbo Chemical, which occurred between November 3, 2025, and November 7, 2025 [1] - A total of 6.7315 million shares were sold, representing 1.04% of the company's total share capital [1] Summary by Category Company Actions - Hongbo Chemical reduced its stake in Hongbo New Materials through centralized bidding and block trading [1] - The share reduction was officially communicated via a notice regarding the equity change that touched the 1% threshold [1] Shareholder Information - The controlling shareholder, Hongbo Chemical, executed the sale of shares during a specified period [1] - The reduction in shares indicates a strategic decision by the controlling shareholder to adjust its investment in the company [1]

Core Viewpoint - Hongbo New Materials has seen a significant stock price increase, with a 5.09% rise on November 7, reaching 6.61 CNY per share, and a total market capitalization of 4.297 billion CNY [1] Group 1: Company Overview - Hongbo New Materials Co., Ltd. is located in LePing City, Jiangxi Province, and was established on December 31, 2005, with its listing date on August 12, 2020 [1] - The company specializes in the research, production, and sales of functional silanes, nano-silicon materials, and other chemical additives, with its main business revenue composition being 82.81% from silane coupling agents, 11.79% from fumed silica, and 5.40% from other products [1] Group 2: Fund Holdings - According to data, Everbright Pramerica Fund holds a significant position in Hongbo New Materials, with its fund "Everbright Pramerica Anyang One-Year Mixed A" (012027) owning 170,000 shares, accounting for 1.09% of the fund's net value, making it the seventh-largest holding [2] - The fund has realized a floating profit of approximately 54,400 CNY today, with a total floating profit of 23,800 CNY during the five-day stock price increase [2] Group 3: Fund Manager Performance - The fund manager Huang Bo has a tenure of 6 years and 32 days, managing assets totaling 17.264 billion CNY, with the best fund return during his tenure being 93.12% and the worst being 10.73% [3] - Co-manager Hua Yeshun has a tenure of 3 years and 53 days, managing assets of 10.7 million CNY, with the best return of 22.11% and the worst of 10.66% during his tenure [3]

Shareholder Reduction Plans - Zhongjing Technology's shareholder Longi Green Energy plans to reduce holdings by no more than 3.8764 million shares [1] - Guobo Electronics' shareholder China Electronics Technology Group plans to reduce holdings by no more than 2.00% [1] - Hongbai New Materials' shareholder Xinyu Baolong plans to reduce holdings by no more than 19.5 million shares [1] - Founder Securities' shareholder China Cinda plans to reduce holdings by no more than 82.321 million shares [1] - Ningbo Zhongbai's shareholder Zhang Jiangbo plans to reduce holdings by no more than 1% [1] - Suli Co., Ltd.'s shareholder Gusheng Investment plans to reduce holdings by no more than 900,000 shares [1] - Ruihua Tai's shareholder Hangke New Century plans to reduce holdings by no more than 180,000 shares [1] - Shenkong's shareholder More Liangzhao plans to reduce holdings by no more than 2% [1] Other Notable Events - Yao Yigou received a tax matter notification [1] - ST Lingnan is being prosecuted for alleged collusion in bidding [1]

Group 1 - Shareholders of Hongbo New Materials plan to reduce their holdings by no more than 3% of the company's shares [1] - Shareholders of Ruihua Tai plan to reduce their holdings by no more than 1% of the company's shares [1] - Trina Solar has signed a memorandum of cooperation with Pacific Green for a 5GWh grid-level battery energy storage system [1] Group 2 - The subscription for Zhuomei Convertible Bonds will open on November 7 [1] - Dapeng Industrial is a new stock available for subscription on the Beijing Stock Exchange [1] Group 3 - The table provides details on various convertible bonds, including their redemption prices, current prices, last trading dates, and conversion values [2][4]

Core Viewpoint - The announcement details a share reduction plan by a significant shareholder of Jiangxi Hongbo New Materials Co., Ltd., indicating a potential decrease in shareholding and its implications for the company’s stock structure and governance [2][3][11]. Shareholder Holding Situation - Newyu Baolong Project Investment Center (Limited Partnership) holds 27,781,546 shares, representing 4.27% of the company's total shares [2]. Reduction Plan Details - Newyu Baolong plans to reduce its holdings by up to 19,500,000 shares, not exceeding 3.00% of the total share capital, within three months starting from November 27, 2025, through centralized bidding and/or block trading [3][5]. Shareholder Commitment - The shareholder has made commitments regarding the holding period and conditions for share reduction, including a prohibition on transferring shares within 12 months of the stock's listing and maintaining a minimum selling price [6][7]. Compliance with Regulations - The reduction plan complies with relevant laws and regulations, ensuring that it does not lead to a change in control of the company [11][12]. Risk Factors - The implementation of the reduction plan carries uncertainties related to market conditions and share price, which may affect the timing and quantity of shares sold [10].

Core Insights - On November 4, six A-share listed companies disclosed share buybacks, including Huakai Yibai, Midea Group, and Ningde Times [1] - Seventeen A-share listed companies announced share reductions, including Yinghe Technology and Tianhe Solar [1] Buyback Summary - Huakai Yibai: Director Zhuang Junchao plans to buy back at least 30 million yuan worth of shares [2] - Midea Group: Has repurchased A-shares totaling 9.575 billion yuan [2] - Qingyue Technology: Actual controller Gao Yudi proposed a buyback of 10 million to 20 million yuan [2] - Shenzhen Ruijie: Obtained a commitment letter for a special loan for stock buyback [2] - Ningde Times: As of October 31, has repurchased 15.9908 million shares for a total amount of 4.386 billion yuan [2] - Huarong Co.: Plans to buy back shares worth 40 million to 125 million yuan [2] Reduction Summary - Yinghe Technology: Director Wang Jun plans to reduce holdings by no more than 2,700 shares [2] - Shenzhou Information: Shareholder Shen Chang Technology has completed the reduction of 9.5 million shares [2] - Tianhe Solar: Youze Venture Capital reduced holdings by 12.4749 million shares from September 5 to November 3 [2] - Hongbai New Materials: Shareholder Xinyu Baolong plans to reduce no more than 3% of shares [2] - Guobo Electronics: Shareholder Zhongdian Ke Guomi plans to reduce no more than 2% of shares [2] - Aorite: Shareholder Tiantai Boren plans to reduce no more than 0.25% of shares [2] - Yinuosi: Shareholder Zhangjiang Biomedical Base plans to transfer 4.2294 million shares, accounting for 3% of total equity [2] - Founder Securities: Third-largest shareholder China Cinda plans to reduce no more than 1% of shares [2] - Nine Company: Depository receipt holders plan to reduce no more than 0.04% of depository receipts [2] - Ningbo Zhongbai: Shareholder Zhang Jiangbo plans to reduce no more than 1% of shares [2] - Fudan Zhangjiang: Shareholder Yang Zongmeng plans to reduce no more than 1% of shares [2] - Liqun Co.: Director and executive Hu Peifeng plans to reduce no more than 0.08% of shares [2] - Suli Co.: Shareholder Jiesheng Investment plans to reduce no more than 0.48% of shares [2] - Shengkong Co.: Shareholder More Light plans to reduce no more than 2% of shares [2] - Ruihua Tai: Shareholder Hangke New Century plans to reduce no more than 1% of shares [2] - Shentong Technology: Directors Wang Huan and Zhou Baocong plan to reduce no more than 0.0473% of shares [2] - Huapei Niuwu: Shareholder Guoshou Chengda plans to reduce no more than 2% of shares [2]

Summary of Key Points Core Viewpoint - Several shareholders across various companies are planning to reduce their stakes, indicating potential shifts in ownership dynamics within the market [1]. Group 1: Shareholder Reductions - Hongbo New Materials' shareholder, Xinyu Baolong, intends to reduce its stake by 3% [1]. - Dayilong's shareholder, Lefeng Investment, has reduced its stake by 3% [1]. - Ningbo Zhongbai's Zhang Jiangbo plans to reduce his stake by 1% [1]. - Founder Securities reports that China Cinda plans to reduce its stake by 1% within three months [1]. - Liqun Co., Ltd.'s director, Hu Peifeng, intends to reduce his stake by 0.08% [1]. - Suli Co., Ltd.'s Guosheng Investment plans to reduce its stake by 0.4816% [1]. - Jinzhen Co., Ltd.'s Zhao Jian and Xu Minbo have reduced their stakes by 0.98% and 0.11%, respectively [1]. - Shenkong Technology's Wang Huan and Zhou Baocong plan to reduce their stakes by up to 0.0263% and 0.0210% within three months [1]. - Huaxi Biological's shareholder, Guoshou Chengda, plans to reduce its stake by no more than 2% [1]. - Xuanta Pharmaceutical's Qihe Venture has reduced its stake by 0.7098% [1]. - Desheng Technology's actual controller, Guo Xiaobin, has reduced his stake by 0.51% [1]. - Liren Technology's Liren Investment has reduced its stake by 0.0779% [1]. Group 2: Shareholder Increases - Zhongju Gaoxin's Li Ruxiong has increased his stake by 0.0129% [1].

| 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-093 | | --- | --- | --- | | 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 关于股东减持股份计划公告 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： 股东持股的基本情况 江西宏柏新材料股份有限公司（以下简称"公司"）股东新余市宝隆项 目投资中心（有限合伙）[曾用名新余市宝隆企业管理中心（有限合伙）， 以下简称"新余宝隆"）]持有公司股份 27,781,546 股，占公司当前股 份总数的 4.27%。上述股份为新余宝隆在公司首次公开发行股票并上市 前取得及公司上市后以资本公积转增股本的股份。 减持计划的主要内容 新余宝隆拟在本减持计划披露之日起 15 个交易日后的 3 个月内（即 2025 年 11 月 27 日～2026 年 2 月 26 日）通过集中竞价和/或大宗交易 方式减持本公司股份不超过 19,500,000 股，合计不超过公司总股本的 3.00%。 | ...

Core Viewpoint - The company Hongbo New Materials (605366.SH) announced that its shareholder Xinyu Baolong plans to reduce its stake by up to 19.5 million shares, representing a maximum of 3.00% of the company's total share capital, between November 27, 2025, and February 26, 2026 [1] Summary by Category - Shareholder Action - Xinyu Baolong intends to reduce its holdings through centralized bidding and/or block trading [1] - The maximum number of shares to be sold is 19.5 million [1] - This reduction will account for no more than 3.00% of the total share capital of the company [1]