Core Points - The company, Shengquan Group, announced a non-public offering of restricted shares, with a total of 62,252,198 shares to be listed for circulation [1] - The shares will be available for trading starting from October 20, 2025 [1] Summary by Category Company Announcement - Shengquan Group has released an announcement regarding the issuance of restricted shares [1] - The total number of shares for this non-public offering is 62,252,198 [1] Stock Details - The shares will be listed for circulation on October 20, 2025 [1] - The method of subscription for these shares is through offline channels [1]

证券代码：605589 证券简称：圣泉集团 公告编号：2025-084 济南圣泉集团股份有限公司 向特定对象发行限售股上市流通公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下， 上市股数为62,252,198股。 本次股票上市流通总数为62,252,198股。 本次股票上市流通日期为2025 年 10 月 20 日。 一、本次限售股上市类型 济南圣泉集团股份有限公司（以下简称"公司"）本次上市流通 的限售股类型为向特定对象发行限售股。 （一）向特定对象发行股票同意注册情况 2024 年 1 月 3 日，中国证券监督管理委员会出具的《关于同意济 南圣泉集团股份有限公司向特定对象发行股票注册的批复》（证监许 可〔2023〕2916 号），同意公司向特定对象发行股票的注册申请。 （二）发行股票登记情况 公司本次发行新增 62,252,198 股股份已于 2024 年 4 月 3 日在中 国证券登记结算有限责任公司上海分公司办理完毕股份登记手续,中 国证券登 ...

中信证券股份有限公司 关于济南圣泉集团股份有限公司 向特定对象发行股票限售股上市流通的核查意见 (三)锁定期安排 中信证券股份有限公司(以下简称"中信证券"或"保荐机构")作为济 南圣泉集团股份有限公司(以下简称"公司"、"上市公司"或"圣泉集团") 向特定对象发行股票的保荐机构,根据《中华人民共和国公司法》、《中华人民 共和国证券法》、《证券发行上市保荐业务管理办法》和《上海证券交易所上市 公司自律监管指引第11号 -- 持续督导》等有关规定,对圣泉集团向特定对象 发行股票限售股上市流通相关事项进行了审慎核查,并出具本核查意见。 一、本次上市流通的限售股类型 | 1000 100 | 12014 17 2007-1 121 | 认购股数(股) | 11 阳台馆 | | --- | --- | --- | --- | | | 12 2 2 1 3 | 62,252,198 | | 公司本次上市流通的限售股类型为向特定对象发行股票限售股。 (一) 向特定对象发行股票同意注册情况 2024年1月3日,公司取得中国证券监督管理委员会出具的《关于同意济 南圣泉集团股份有限公司向特定对象发行股票注册的批复》(证监许可（ ...

Core Insights - The photoresist concept sector saw an increase of 2.76%, ranking 10th among concept sectors, with 52 stocks rising, including Newray Material which hit a 20% limit up [1] - Major gainers in the sector included KMTQ Gas with a limit up, Guolin Technology, and Huate Gas, which rose by 13.39%, 12.52%, and 10.43% respectively [1] - The sector experienced a net inflow of 307 million yuan from main funds, with 26 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflows [2] Sector Performance - The photoresist sector was among the top gainers, with a daily increase of 2.76% [2] - Other notable sectors included Rare Earth Permanent Magnets with a 6.92% increase and Military Equipment Restructuring Concept with a 3.51% increase [2] Fund Flow Analysis - KMTQ Gas led the net inflow with 252 million yuan, followed by Jingrui Electric Materials and Qiangli New Materials with net inflows of 106 million yuan and 98 million yuan respectively [2] - The top three stocks by net inflow ratio were Xinhua Medical, KMTQ Gas, and Hanghua Shares, with net inflow ratios of 11.07%, 9.58%, and 9.12% respectively [3] Stock Performance - KMTQ Gas had a daily increase of 9.98% with a turnover rate of 14.09% and a main fund flow of 251.87 million yuan [3] - Newray Material achieved a 20% increase with a turnover rate of 14.83% [4] - Guolin Technology and Steel Research Nack also performed well, with increases of 13.39% and 10.43% respectively [4]

Group 1 - The core point of the article highlights the recent decline in the stock price of Shengquan Group, which fell by 5.14% to 31.76 CNY per share, with a trading volume of 568 million CNY and a turnover rate of 2.27%, resulting in a total market capitalization of 26.882 billion CNY [1] - Shengquan Group, established on January 24, 1994, and listed on August 10, 2021, is located in the Industrial Economic Development Zone of Diao Town, Zhangqiao District, Jinan City, Shandong Province. The company specializes in the research, production, and sales of synthetic resins and composite materials, as well as biomass chemical materials and related products [1] - The main revenue composition of Shengquan Group includes synthetic resins and derivatives at 87.89%, biomass products at 9.64%, and other products at 1.70% and 0.76% respectively [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Morgan has a significant position in Shengquan Group. The Morgan Antong Return Mixed A Fund (004361) held 7,500 shares in the second quarter, accounting for 1.05% of the fund's net value, making it the sixth-largest holding [2] - The Morgan Antong Return Mixed A Fund, established on April 26, 2017, has a latest scale of 10.8482 million CNY. Year-to-date, it has achieved a return of 11.92%, ranking 5,713 out of 8,234 in its category; over the past year, it has returned 10.88%, ranking 5,597 out of 8,083; and since inception, it has returned 54.18% [2]

10月10日上午10时，国新办将举行"高质量完成'十四五'规划"系列主题新闻发布会，民政部部长陆治原 介绍"十四五"时期民政事业发展成就，并答记者问。 2、第十一届世界自由区组织大会将举行 （原标题：今日看点｜国新办将举行介绍"十四五"时期民政事业发展成就新闻发布会） 10月10日重点关注的财经要闻与资本市场大事： 1、国新办将举行介绍"十四五"时期民政事业发展成就新闻发布会 从首次披露回购预案来看，当日共1家公司股票回购预案金额超千万。白云电器回购预案金额最高，拟 回购不超2000.0万元。从股东大会通过回购预案来看，当日共1家公司回购预案超千万。国机汽车、琏 升科技、和远气体回购金额最高，分别拟回购不超5000.0万元、51.53万元、51.12万元。 5、今日有6000亿元14天期逆回购到期 9月26日，央行开展6000亿元14天期逆回购操作，今日到期。 6、美国10月一年期通胀率预期初、加拿大9月就业人数等数据将公布。 10月10日至12日，第十一届世界自由区组织大会将于海南海口举行，来自全球70多个国家和地区的业界 领袖与专家将参会。 3、100.78亿元市值限售股今日解禁 10月10日，共有4家公 ...

Investment Rating - The report maintains a "Recommended" investment rating for the mechanical equipment industry [3] Core Viewpoints - The mechanical equipment industry is entering the "AI Era," which will create significant investment opportunities centered around AI infrastructure and AI empowerment [4][15] - The report highlights the historical performance of the mechanical equipment sector during previous five-year plans, indicating that each era has distinct characteristics that influence investment opportunities [6][10] Summary by Sections 1. Review of Five-Year Plans - The mechanical equipment industry has shown varying performance across the past four five-year plans, with significant growth during the Eleventh Five-Year Plan (642% increase) and a decline during the Thirteenth Five-Year Plan (-21% decrease) [6][7] - The industry ranked second among 28 sectors during the Eleventh Five-Year Plan and seventh during the Fourteenth Five-Year Plan, reflecting its evolving significance [7][8] 2. AI Infrastructure: Driving Demand for PCB Equipment, AIDC, Liquid Cooling, and Semiconductor Equipment - The AI computing revolution is expected to drive structural growth in PCB demand, with a projected annual growth rate of 16.3% for AI server-related HDI from 2023 to 2028 [19] - The report anticipates that the global PCB market will reach $73.565 billion in 2024, with a 5.8% year-on-year increase, and $94.661 billion by 2029 [19] - AI servers significantly increase the unit value of PCBs, with a single AI server PCB valued at $500-$800, compared to $200-$300 for traditional servers [20] - The report identifies challenges in capacity expansion, including long delivery times for high-end equipment and complex process validations [21] 3. AI Empowerment: The Rise of Embodied Intelligent Robots - The report discusses the practical applications of embodied intelligent robots in industrial logistics, elderly care, and specialized environments, emphasizing their potential to improve efficiency and safety [4][15] - It highlights the importance of technical feasibility and cost-effectiveness in the deployment of these robots [4] 4. Investment Recommendations - The report suggests focusing on AI infrastructure and AI empowerment as key investment directions for the mechanical equipment industry during the Fifteenth Five-Year Plan [4][15] - Specific recommendations include AI PCB equipment, AIDC power generation equipment, liquid cooling solutions, and semiconductor equipment [4][15] 5. Related Listed Companies - The report provides insights into key companies in the PCB equipment sector, such as Dazhu CNC, Chipbond Technology, and Dongwei Technology, highlighting their market performance and technological advancements [40][41]

Group 1 - The chemical sector is experiencing significant growth, with the chemical ETF (516020) showing a price increase of 1.72% at close, marking five consecutive days of gains [1] - Key stocks in the sector include companies like Hebang Bio and Xinzhou Bang, which saw increases of over 6%, while Shengquan Group and Duofuduo rose over 5% [1] - The sub-sector index for fine chemicals has shown a cumulative increase of 26.84% in Q3, outperforming major A-share indices such as the Shanghai Composite Index (12.73%) and the CSI 300 Index (17.9%) [4] Group 2 - East China Securities suggests that the chemical industry may see profit recovery due to regulatory controls on outdated production capacity and the ongoing "anti-involution" efforts [2][6] - Investment opportunities are identified in sectors benefiting from self-regulation and policy guidance, such as polyester filament, organic silicon, and pesticides [3] - The chemical ETF (516020) has a price-to-book ratio of 2.31, indicating a favorable long-term investment value [5] Group 3 - The chemical industry is expected to benefit from both domestic supply-side policies and international market dynamics, with Chinese companies poised to fill gaps in the global supply chain [6] - The focus on sectors with significant profit elasticity, such as pesticides and organic silicon, is recommended, alongside attention to potassium and phosphorus chemical industries amid a potential interest rate cut by the Federal Reserve [6]

Group 1 - The plastic sector increased by 0.56% on September 30, with Shengquan Group leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] - Shengquan Group's stock price rose by 5.74% to 33.89, with a trading volume of 380,800 shares and a transaction value of 1.278 billion yuan [1] Group 2 - The net outflow of main funds in the plastic sector was 274 million yuan, while retail investors saw a net inflow of 200 million yuan [3] - Speculative funds had a net inflow of 73.87 million yuan [3]

Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) showing a maximum intraday increase of 1.72% and currently up by 1.59% [1] - Key stocks in the sector include Hebang Biotechnology and Shengquan Group, both rising over 6%, while other companies like Duofluoride, Xinzhoubang, and Zhongke Titanium White have increased by over 5% [1] - The solid-state battery industry is transitioning from research to commercialization, with significant policy support in China, and small-scale production expected around 2027 [3] Group 2 - Investment strategies suggest focusing on sectors benefiting from supply-side improvements, such as pesticides, organic silicon, and polyester filament, while also considering potassium and phosphorus chemical industries under the backdrop of potential interest rate cuts by the Federal Reserve [4] - The domestic chemical industry is expected to maintain a competitive advantage due to cost benefits and technological advancements, potentially reshaping the global chemical industry landscape [5] - The chemical ETF (516020) tracks the sub-sector chemical index, with nearly 50% of its holdings in large-cap stocks, providing exposure to leading companies in various chemical segments [6]