以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 近日，浙江海正生物材料股份有限公司发布《股东减持股份计划公告》。公告显示，截至公告披露日， 中石化资本持有海正生材10,788,194股，占总股本的5.32%，股份来源于首次公开发行前取得。因经营 发展资金需求，中石化资本计划自公告披露之日起十五个交易日后三个月内，通过集中竞价交易方式减 持不超过2,026,700股，占公司总股本比例不超过1%。减持价格将按市场价格确定，减持期间为2026年3 月17日至2026年6月16日。本次减持计划不会导致公司控制权变更，亦不会对公司治理结构及持续经营 产生重大影响。 《浙江海正生物材料股份有限公司股东减持股份计划公告》 《浙江海正生物材料股份有限公司首次公开发行部分限售股票上市公告》 《中信建投证券股份有限公司关于浙江海正生物材料股份有限公司首次公开发行部分限售股票上 市流通的核查意见》 截至2026年2月24日收盘，海正生材（688203）报收于13.46元，较前一交易日上涨0.75%，最新总市值 为27.28亿元。该股当日开盘13.57元， ...

| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 泸州老窖 | 000568 | 股权激励限售流通 | 204.25万 | | 中航西飞 | 000768 | 股权激励限售流通 | 436.06万 | | 湖北能源 | 000883 | 股权激励限售流通 | 1927.79万 | | 金陵药业 | 000919 | 股权激励限售流通 | 192万 | | 广济药业 | 000952 | 股权激励限售流通 | 252.09万 | | 中国软件 | 600536 | 股权激励限售流通 | 5.72万 | | 新华医疗 | 600587 | 股权激励限售流通 | 178.45万 | | 宝信软件 | 600845 | 股权激励限售流通 | 1025.78万 | | 中国中铁 | 601390 | 股权激励限售流通 | 5593.38万 | | 中国交建 | 601800 | 股权激励限售流通 | 559.3万 | | 星网锐捷 | 002396 | 股权激励限售流通 | 283.42万 | | 罗普斯金 | 002333 | 增发A股法人配售上市 ...

经济观察网根据公开信息，海正生材(688203)股价在2026年2月13日出现下跌，当日收盘于13.36元，跌 幅为3.12%。股价波动主要与以下因素相关： 业绩经营情况 公司2025年业绩预告显示，预计全年归母净利润为750万元至950万元，同比大幅下降73.24%至 78.88%。智通财经报道指出，业绩承压主要源于产品价格下行、传统需求增长缓慢及行业竞争加剧， 尽管3D打印材料销量增长，但难以抵消整体毛利收缩。此外，利息收入减少导致财务费用增加，以及 募投项目转固后折旧等成本上升，进一步压缩利润空间。 行业与风险分析 聚乳酸行业面临产能过剩与价格战压力，公司毛利率持续承压。2025年三季度毛利率为10.91%，低于 行业平均的14.74%。新浪财经分析指出，聚乳酸生产成本较传统塑料高出30%-50%，而"限塑禁塑"政策 执行力度不及预期，导致下游替代需求放量缓慢。同时，公司15万吨聚乳酸项目一期投产时间延至2025 年12月，产能释放节奏放缓加剧市场对短期盈利能力的担忧。 资金面情况 2月13日主力资金净流出234.10万元，占成交额6.11%，而散户资金净流出233.97万元。当日换手率 2.28%，成 ...

Summary of Key Points Core Viewpoint - Multiple shareholders across various companies are planning to reduce their stakes, indicating potential shifts in ownership and investor sentiment in the market [1]. Shareholder Reductions - **Qianfang Technology**: Hangzhou Haoyue plans to reduce its stake by up to 1.5% [1] - **Caicai Co., Ltd.**: Mingpai Industrial intends to reduce its stake by no more than 3% [1] - **Jingwei Co., Ltd.**: Directors and senior management plan to reduce their holdings by a total of up to 1.53% [1] - **Huitong Energy**: Shareholder Ningbo Hu plans to reduce its holdings by up to 2.0628 million shares [1] - **Huakang Clean**: The actual controller and its concerted actors plan to reduce their stake by no more than 3% [1] - **Dema Technology**: Shareholder Zhu Guangkui intends to reduce his stake by no more than 3% [1] - **Laisentongling**: Oulu Star Diamond plans to reduce its stake by up to 3% [1] - **Huibo Technology**: Huang Song plans to reduce his stake by no more than 1% [1] - **Haizheng Materials**: Sinopec Capital plans to reduce its stake by no more than 1% [1] - **Wuhai Biotechnology**: Lou Guoliang plans to reduce his holdings by a total of up to 1 million shares [1] - **Bofei Electric**: Shareholders Haining Yunge and Haining Jucheng plan to reduce a total of 2.3213 million shares [1] - **Dayuan Pump Industry**: Shareholder Han Yuanfu plans to reduce his stake by up to 5.595 million shares [1] - **Nanwei Software**: Shareholder Qizhong Shiyuan has already reduced his holdings by 4.934 million shares [1] - **Haige Communication**: Shareholder Yang Haizhou plans to reduce his stake by up to 4 million shares [1] - **Fuda Alloy**: Controlling shareholder Wang Dawu plans to reduce his stake by no more than 3% [1]

Core Viewpoint - Sinopec Capital, a shareholder with a 5.32% stake in Haizheng Materials, plans to reduce its holdings by up to 2,026,700 shares, representing no more than 1% of the company's total equity, between March 17 and June 16, 2026, with the selling price determined by market conditions [1] Group 1 - Sinopec Capital holds a 5.32% stake in Haizheng Materials [1] - The planned reduction of shares is up to 2,026,700 shares [1] - The reduction will occur between March 17 and June 16, 2026 [1] Group 2 - The share reduction represents no more than 1% of the total equity of Haizheng Materials [1] - The selling price will be determined based on market conditions [1]

Group 1 - The core viewpoint of the article highlights the recent share buyback and increase plans by certain companies, alongside the share reduction announcements from several others [1][3]. Group 2 - Chuzhou Development's controlling shareholder proposed to repurchase company shares worth between 100 million to 200 million yuan [3]. - Hainan Highway, the second-largest shareholder of Hainan Airlines Group, plans to increase its stake in the company [3]. - Wang Wei, the actual controller and director of Youkeshu, intends to increase his shareholding in the company [3]. Group 3 - Several companies announced share reductions, including: - Qianfang Technology, where shareholder Hangzhou Haoyue plans to reduce holdings by no more than 1.5% [3]. - Fuda Alloy, with controlling shareholder Wang Dawu intending to reduce holdings by no more than 3% [3]. - Dazhu Laser, where controlling shareholder Dazhu Holdings plans to reduce holdings by no more than 0.9672% [3]. - Dayuan Pump Industry, with shareholder Han Yuanfu planning to reduce holdings by no more than 3% [3]. - Huakang Clean, where the controlling shareholder and actual controller plan to collectively reduce their holdings [3]. - Jingwei Shares, with directors planning to reduce holdings by no more than 1.53% [3]. - Haizheng Materials, where shareholder Sinopec Capital intends to reduce holdings by no more than 1% [3]. - Huibo Energy, with shareholder Ningbo Huitong planning to reduce holdings by no more than 0.99999% [3]. - Other companies also announced similar reductions, including Caibai Shares, Nanda Optoelectronics, and Haohai Biomedical [3].

Group 1 - Jia Mei Packaging announced that the capital operation plan related to Magic Atom will be completely independent of the listed company, with no injection plan [2] - Shuangliang Energy indirectly participates in commercial aerospace projects but does not have direct cooperation with SpaceX [2] - Zhangyue Technology expects that the revenue from its AI short drama business in 2025 will not exceed 1% of its total annual revenue [2] Group 2 - Xianglu Tungsten stated that significant economic fluctuations in the countries of its main customers could greatly impact the demand for tungsten products and the recovery of accounts receivable [3] - United Optoelectronics signed a business cooperation framework contract with Lingzhi Cloud Creation to provide assembly and processing services for robot products [4] - Hanbo High-tech's subsidiary plans to acquire assets to layout the wet electronic chemicals industry [4] Group 3 - International Composite Materials confirmed that electronic-grade glass fiber is a key raw material for PCBs and that its operations are normal [5] - Jingrui Electric Materials plans to invest 600 million yuan to build a comprehensive base for key materials in the integrated circuit manufacturing industry in the western region [6] - Wenzhou Hongfeng intends to raise no more than 450 million yuan for the expansion of lithium battery copper foil and electronic copper foil projects [7] Group 4 - Zhi Chuang Data plans to procure servers from multiple suppliers, with a total expected amount not exceeding 11 billion yuan [8] - Zhangyuan Tungsten reported that its current operating conditions and external environment are normal, with no undisclosed significant matters [17] - Yida Co. plans to adjust the technical reform project for the production of 220,000 tons of epoxy propylene derivatives [19] Group 5 - Huazhong Bank reported a net profit of 27.2 billion yuan for 2025, a decrease of 1.72% year-on-year [27][28] - Jin Dike reported a net loss of 173 million yuan for 2025, despite a revenue increase of 40.13% [29] - Luan An Huan Neng reported a 16.8% year-on-year increase in coal sales in January 2026 [30]

Group 1: Industry Developments - The National Development and Reform Commission and other departments plan to establish a mandatory insurance system for unmanned aerial vehicles by 2027, enhancing low-altitude insurance products to meet various application needs [1] - Shenzhen's action plan aims to strengthen the semiconductor industry by leveraging AI technology in key areas such as chip design and software optimization, targeting high-performance AI chips for various applications [2] - The internet regulatory authority is intensifying efforts to combat the spread of false information generated by AI without proper labeling, having already addressed over 13421 accounts and 543,000 pieces of illegal information [3] Group 2: Company Updates - Semiconductor company Huahong Semiconductor reported a record fourth-quarter revenue of $659.9 million, a year-on-year increase of 22.4%, with a gross margin of 13.0% [6] - Semiconductor manufacturer SMIC anticipates continued growth driven by domestic product replacements and strong demand for AI-related storage, despite challenges in the low-end market [4] - Aerospace company Hangya Technology plans to raise up to 600 million yuan through convertible bonds to fund various projects, including an intelligent manufacturing base in Malaysia [8] - Hezhong Instrument may face delisting risk due to projected net losses of approximately 89 million yuan for 2025, with revenue expected to be around 97 million yuan [5]

海正生材(688203.SH)公告称，持股5%以上股东中石化资本因经营发展资金需求，计划自2026年3月17 日至2026年6月16日，通过集中竞价交易方式减持不超过202.67万股，占公司总股本比例不超过1%。减 持股份来源为首次公开发行前取得的股份。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

证券代码：688203 证券简称：海正生材 公告编号：2026-05 浙江海正生物材料股份有限公司 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、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东持股的基本情况 截至本公告披露日，浙江海正生物材料股份有限公司（以下简称"公司"或 "海正生材"）持股 5%以上股东中国石化集团资本有限公司（以下简称"中石化 资本"）持有公司股份 10,788,194 股，占公司总股本的 5.32%。 上述股份为公司首次公开发行前取得的股份，并已于 2024 年 2 月 19 日起上 市流通。 减持计划的主要内容 因经营发展资金需求，中石化资本计划拟自本公告披露之日起十五个交易日 后的三个月内，通过集中竞价交易方式减持不超过 2,026,700 股，占公司总股本 比例不超过 1%。上述股份减持价格按减持实施时的市场价格确定。在减持计划 实施期间，公司若发生送股、资本公积金转增股本、增发新股或配股等变动事项， 减持股份数量将根据公司届时最新的总股本数量及减持计划比例进行相应调整。 | 股东 ...