证券代码：605399 证券简称：晨光新材 公告编号：2025-063 江西晨光新材料股份有限公司 关于 2025 年度担保额度预计的进展公告 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： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | 4,800 | 安徽晨光新材料有限公司 万元 | | | --- | --- | --- | --- | --- | | 担保 | | | | | | 对象 | 实际为其提供的担保金额 | 51,800 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保金额（万元） | 139,104 | | 对外担保金额占上市公司最近一 期经审计净资产的比例（%） | 63.11 | | 特别风险提示 ...

Core Insights - Morninglight New Materials (晨光新材) reported a revenue of 793 million yuan for the third quarter of 2025, representing a year-on-year decline of 9.06% [1] - The company recorded a net profit attributable to shareholders of -33.79 million yuan, compared to a profit of 45.87 million yuan in the same period last year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -67.31 million yuan, down from 21.57 million yuan in the previous year [1] - The net cash flow from operating activities was -33.30 million yuan [1] Company Background - Morninglight New Materials was listed on the Shanghai Stock Exchange on August 4, 2020, with an initial public offering of 46 million shares at a price of 13.16 yuan per share [1] - The total amount raised from the IPO was 605 million yuan, with a net amount of 560 million yuan after deducting issuance costs [1] - The funds raised are intended for projects including a 65,000-ton organic silicon new materials capacity expansion project, a functional silane development and application R&D center, and to supplement working capital [1] - The issuance costs for the IPO amounted to 45.23 million yuan, with the underwriting and sponsorship fees to Guoyuan Securities totaling 33.67 million yuan [1]

Core Viewpoint - Jiangxi Chenguang New Materials Co., Ltd. has completed a share reduction plan, with a significant shareholder reducing their stake by 3,000,000 shares, representing 0.96% of the company's total share capital [2][3]. Group 1: Shareholder Reduction Details - Before the reduction, Jiangsu Haojing Borui Landscape Engineering Co., Ltd. held 13,848,760 shares, accounting for 4.44% of the total share capital [2]. - The reduction plan was announced on November 6, 2025, allowing for a maximum reduction of 3,000,000 shares, or 0.96% of the total share capital, through block trading [2]. - The actual reduction was completed on November 27, 2025, with the total shares reduced being 3,000,000, which aligns with the previously disclosed reduction plan [3]. Group 2: Compliance and Execution - The reduction plan was executed in compliance with relevant laws and regulations, and the actual reduction matched the previously disclosed plan [6]. - The reduction was completed within the specified timeframe, and there were no violations of the reduction plan or other commitments [6].

Core Points - Jiangsu Haojing Boyu Landscape Engineering Co., Ltd. held 13,848,760 shares of Chenguang New Materials, accounting for 4.44% of the total share capital before the reduction plan [2] - On November 27, 2025, Haojing Boyu reduced its holdings by 3,000,000 shares through block trading, which represents 0.96% of the current total share capital [2] - The reduction plan has been completed as of the date of the announcement [2]

江西晨光新材料股份有限公司 股东减持股份结果公告 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。 证券代码：605399 证券简称：晨光新材 公告编号：2025-062 减持计划实施完毕 重要内容提示： 近日，公司收到皓景博瑞出具的《关于减持股份结果的告知函》，皓景博 瑞已于 2025 年 11 月 27 日通过大宗交易方式减持 3,000,000 股公司股份，占目前 公司总股本的 0.96%。截至本公告披露日，本次减持计划实施完毕。 1 股东持股的基本情况：本次减持计划实施前，江苏皓景博瑞园林绿化工程 有限公司（以下简称"皓景博瑞"）持有江西晨光新材料股份有限公司（以 下简称"晨光新材"或"公司"）股份 13,848,760 股，占公司总股本的 4.44%， 其股份来源为公司首次公开发行前取得及上市后以资本公积转增股本取得。 减持计划的实施结果情况：公司于 2025 年 11 月 6 日披露了《关于股东减 持股份计划公告》（公告编号：2025-059），皓景博瑞拟通过大宗交易减 持公司股份数量不超过公司股份总数的 ...

Core Viewpoint - The company, Morning Light New Materials (605399.SH), has completed a share reduction plan where Haijing Borui has sold 3 million shares through block trading, accounting for 0.96% of the company's total share capital as of November 27, 2025 [1] Group 1 - The share reduction was executed through block trading [1] - The total shares reduced by Haijing Borui amount to 3 million [1] - The percentage of total share capital represented by the reduced shares is 0.96% [1]

Group 1 - The company Jiangsu Haojing Borui Landscaping Engineering Co., Ltd. reduced its holdings by 3 million shares through a block trade on November 27, 2025, at a price of 13.09 yuan per share, representing a reduction ratio of 0.96% and a transaction amount of 39.27 million yuan [1] - After the reduction, the company holds 10.8488 million shares, accounting for 3.47% of the total shares [1] - The reduction plan has been fully implemented [1]

Core Viewpoint - Chenguang New Materials (605399.SH) announced the completion of a share reduction plan by Haojing Borui, which involved the sale of 3 million shares through block trading, representing 0.96% of the company's total share capital as of the announcement date [1] Group 1 - The company received a notification letter from Haojing Borui regarding the share reduction results [1] - The share reduction was completed on November 27, 2025 [1] - The total shares reduced amounted to 3 million [1]

有机硅概念活跃，新亚强触及涨停，晨光新材、新安股份等跟涨。 ...

Core Viewpoint - The organic silicon sector is experiencing a strong performance in the A-share market, driven by price increases and regulatory measures aimed at reducing price competition [1][3][4]. Group 1: Market Performance - The organic silicon concept stocks showed significant gains, with companies like Chenguang New Materials and Hongbo New Materials hitting the daily limit [1][3]. - The overall organic silicon sector rose over 3%, leading the market, with individual stocks such as Huasheng Lithium and Jinyinhai seeing increases of over 15% and 13%, respectively [3][4]. Group 2: Price Increases - Dow Chemical announced a price increase of 10% to 20% for its Xiameter product line starting December 10, indicating a positive shift in the global organic silicon market supply-demand relationship [3][4]. - The price of organic silicon DMC has risen to 13,150 yuan/ton, an increase of 11.44% compared to the beginning of the month [6][8]. Group 3: Regulatory Environment - The National Development and Reform Commission (NDRC) is taking steps to address chaotic price competition in the organic silicon industry, which may have contributed to the recent stock price increases [4][5]. - A meeting held by the NDRC emphasized the need for better regulation of price competition, which could support the industry's long-term development [4][5]. Group 4: Industry Outlook - Analysts are optimistic about the recovery of the organic silicon industry, citing a planned reduction in production rates to maintain a 70% operating rate among major producers [6][7]. - The industry is expected to see stable demand growth, with projected consumption of organic silicon intermediates reaching 182 million tons in 2024, a year-on-year increase of 20.9% [7][8].