Group 1 - The stock of Hongbo New Materials (605366) experienced a significant decline of 9.84% on the trading day, with a turnover rate of 12.86% and a total transaction value of 552 million yuan, indicating high volatility with an amplitude of 4.79% [1] - The stock was listed on the Shanghai Stock Exchange due to a daily decline deviation of -9.80%, with a total net selling amount of 9.32 million yuan from brokerage seats [2] - The main funds saw a net outflow of 5.04 million yuan, with large orders contributing to a net outflow of 3.58 million yuan and big orders contributing to a net outflow of 1.46 million yuan over the day [2] Group 2 - In the first quarter, the company reported a revenue of 356 million yuan, representing a year-on-year decrease of 5.68%, and a net loss of 5.62 million yuan [3] - The company issued a half-year performance forecast on July 15, estimating a net loss between 34 million yuan and 26 million yuan [4]

2024-076）。公司于 2025 年 7 月 14 日赎回本金 10,000.00 万元理财产品并收到 理财收益 1,683,611.12 元。 二、截至本公告日，公司最近十二个月使用可转换公司债券募集资金委托 理财的情况 金额：万元 | 序号 | 理财产品类型 | 实际投入金额 | 实际收回本金 | 实际收益 | 尚未收回 | | --- | --- | --- | --- | --- | --- | | | | | | | 本金金额 | | 1 | 华夏银行-结构 | 20,000.00 | 20,000.00 | 291.95 | - | | | 性存款 | | | | | | 2 | 华夏银行-结构 | 7,000.00 | 7,000.00 | 51.74 | - | | | 性存款 | | | | | | 3 | 国家开发银行- | 10,000.00 | 10,000.00 | 168.36 | - | | | 银行定期存款 | | | | | | 4 | 四川银行-大额 | 15,000.00 | - | - | 15,000.00 | | | 存单 | | | | | | 5 | 国家开 ...

Group 1 - The A-share silicon-based materials sector experienced a pullback during trading, with significant declines in several companies [1] - Hongbai New Materials hit the daily limit down, indicating a strong negative market reaction [1] - Other companies such as Feilu Co., Jitai Co., Chenguang New Materials, and Jihua Group also saw declines, following the trend set by Hongbai New Materials [1]

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 有机硅概念低迷，宏柏新材（605366）跌停，飞鹿股份（300665）、集泰股份（002909）、晨光新材 （605399）、吉华集团（603980）跟跌。 ...

Group 1 - The company expects a net profit attributable to shareholders of the parent company for the first half of 2025 to be between -34 million and -26 million yuan, indicating a loss compared to the same period last year [1][2] - The previous year's net profit attributable to shareholders was 10.84 million yuan, with a total profit of 12.31 million yuan [1][2] - The earnings per share for the previous year was 0.02 yuan [2] Group 2 - The main reasons for the expected loss include intensified competition, a decrease in sales prices that outpaced the decline in costs, reduced government subsidies, and increased expenses related to stock incentive plans and convertible bond interest [2]

| 发生直接持股变动的主体： | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 中 竞 价 | 集 | | | | | | | | | ? | | | | | | | | 宗 交 易 | 大 | | | 新余市宝隆 | | | | | | | | | | | | | | | □ | | | 企业管理中 | | | | | | | 2025/06/09-2 | | 心（有限合 | | | | | | | 025/07/14 | | | | | | | 注销和可转 | | | | 伙） | | | | | | | | | | | | | | 债转股导致 | | | | | | | | | 持股比例发 | | | | | | | | | | 生变动 | | | 未发生直接持股变动的主体： | | | | | | | | | 南昌龙厚实 | | | | | 因回购注销 | | | | 业有限公司 | | | | | 和可转债转 | | | | | | | | | 比例发生变 | | | | | | | | | | ...

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company expects a net loss attributable to shareholders of CNY 26 million to CNY 34 million for H1 2025, marking a shift from profit, with the forecast unaudited Performance Indicators (Current Period) | Performance Indicator | Estimated Amount (CNY) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -34.00 million to -26.00 million | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | -39.00 million to -30.00 million | - This performance forecast data has not been audited by a certified public accountant[4](index=4&type=chunk) [Prior Period Performance Review](index=1&type=section&id=II.%20Prior%20Period%20Operating%20Performance%20and%20Financial%20Status) Contrasting with the current period's projected loss, the company reported a net profit of CNY 10.84 million attributable to shareholders in the same period of 2024 Performance Indicators (2024 Prior Period) | Performance Indicator (2024 Prior Period) | Amount (CNY) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | 10.84 million | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | 2.83 million | | Earnings Per Share | 0.02 | [Analysis of Performance Loss Reasons](index=2&type=section&id=III.%20Main%20Reasons%20for%20Current%20Period%20Performance%20Loss) The projected loss stems from intensified market competition, where declining product prices outpaced cost reductions, compounded by reduced government subsidies and increased expenses - Despite steady growth in sales volume for main products, intensified market competition led to product selling price declines exceeding cost reductions, compressing profit margins[7](index=7&type=chunk) - Other contributing factors to the loss include reduced government subsidies compared to the prior year, recognition of share-based payment expenses from equity incentive plans, and an increase in interest expenses accrued for convertible corporate bonds[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) Management confirms no significant uncertainties currently exist that could impact the accuracy of this performance forecast - The company states there are no significant uncertainties affecting the accuracy of this performance forecast[8](index=8&type=chunk) [Other Explanations](index=2&type=section&id=V.%20Other%20Explanations) The company emphasizes that the released performance data is preliminary, with final financial figures subject to the 2025 semi-annual report, advising investors to exercise caution - This forecast data is preliminary, and the final accurate financial data will be based on the company's officially disclosed 2025 semi-annual report[9](index=9&type=chunk)

| 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-069 | | --- | --- | --- | | 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 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 新余市宝隆企业管理中心（有限合伙）及其一致行动人南昌龙厚实业有 限公司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一 致。 重要内容提示： 公司于 2025 年 7 月 14 日收到新余市宝隆企业管理中心（有限合伙）及其 一致行动人南昌龙厚实业有限公司出具的《关于权益变动触及 1%刻度的告知函》。 新余市宝隆企业管理中心（有限合伙）在 2025 年 7 月 14 日当天，通过集中竞价 方式减持公司股份 584.2883 万股，占公司截至 2025 年 7 月 13 日总股本的 0.9147%；另外，因公司限制性股票回购注销以及可转债转股因素导致公司总股 本发生变化，因此新余市宝隆企业管理中心（有限合伙）及其一致行动人南昌龙 厚实业有限公司合计持 ...

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

Group 1 - The stock price of Hongbai New Materials (605366) closed at 7.72 yuan on July 11, 2025, marking a 24.72% increase from the previous week's price of 6.19 yuan [1] - The stock reached a nearly one-year high of 7.72 yuan during intraday trading on July 11, with a low of 6.16 yuan on July 7 [1] - The total market capitalization of Hongbai New Materials is currently 4.882 billion yuan, ranking 76th out of 169 in the chemical products sector and 3146th out of 5149 in the A-share market [1] Group 2 - The stock of Hongbai New Materials was listed on the "Dragon and Tiger List" due to a cumulative price deviation exceeding 20% over three consecutive trading days from July 9 to July 11, 2025 [2] - On July 10, the stock first appeared on the list after a price deviation of 7% [2] Group 3 - Hongbai New Materials completed the repurchase and cancellation of some restricted stocks and adjusted the conversion price of "Hongbai Convertible Bonds" from 5.45 yuan per share to 5.46 yuan per share, effective from July 8, 2025 [3] - The company held its second extraordinary general meeting of shareholders in 2025, where it approved a proposal to engage in commodity futures hedging and futures trading [3] - A total of 287 shareholders or their proxies attended the meeting, representing 262,595,467 shares, which is 41.7250% of the total voting shares [3]