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。 证券代码：688203 证券简称：海正生材 公告编号：2025-50 浙江海正生物材料股份有限公司 关于股份回购进展公告 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，上市公司应当在每个月的前 3 个交易日内公告截 至上月末的回购进展情况。现将公司回购股份的进展情况公告如下： 截至 2025 年 8 月 31 日，公司通过上海证券交易所交易系统以集中竞价交易 方式已累计回购公司股份 1,637,364 股，占公司目前总股本 202,678,068 股的比 例为 0.808%，回购成交的最高价为 14.63 元/股，最低价为 7.76 元/股，支付的资 金总额为人民币 16,482,602.36 元（不含印花税、交易佣金等交易费用）。 公司本次回购股份符合相关法律法规及公司回购股份方案的规定。 重要内容提示： | 回购方案首次披露日 | 2024/8/29 | | | | | | | | --- | -- ...

Group 1 - The company, Haizheng Shengcai, announced a share buyback of approximately 1.64 million shares, representing 0.808% of its total share capital of about 203 million shares, with a total expenditure of approximately 16.48 million RMB [1] - The highest and lowest prices for the repurchased shares were 14.63 RMB and 7.76 RMB per share, respectively [1] - For the year 2024, the company's revenue composition indicates that the fiber manufacturing industry accounts for 98.77% of its total revenue, while other businesses contribute 1.23% [1] Group 2 - As of the latest report, the market capitalization of Haizheng Shengcai is 3.4 billion RMB [2]

Summary of Key Points Core Viewpoint - The company, Haizheng Shengcai (688203.SH), has announced a share buyback program, indicating a commitment to returning value to shareholders through repurchasing its own shares [1] Group 1: Share Buyback Details - As of August 31, 2025, the company has repurchased a total of 1.6374 million shares, which represents 0.808% of its total share capital [1] - The highest price paid for the repurchased shares was 14.63 RMB per share, while the lowest price was 7.76 RMB per share [1] - The total amount spent on the share buyback is approximately 16.4826 million RMB, excluding transaction fees such as stamp duty and commissions [1]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.18%, closing at 1357.15 points, with a total trading volume of 6.411 billion shares and a turnover of 300.923 billion yuan, resulting in an average turnover rate of 3.44% [1] - Among the tradable stocks on the STAR Market, 358 stocks closed higher, with 12 stocks hitting the daily limit up, including Hai Zheng Sheng Cai, Yuan Jie Ke Ji, and Teng Jing Ke Ji [1] - The distribution of turnover rates shows that 2 stocks had turnover rates exceeding 20%, 45 stocks between 10% and 20%, and 143 stocks between 5% and 10% [1] High Turnover Stocks - Jin Cheng Zi had the highest turnover rate at 27.15%, closing up by 7.67% with a trading volume of 393 million yuan [3] - Si Kan Ke Ji followed with a turnover rate of 21.03%, closing up by 7.11% and a trading volume of 425 million yuan [3] - Other notable stocks with high turnover rates include Hua Hong Company, Chang Yang Technology, and Canxin Shares, with turnover rates of 19.07%, 17.95%, and 17.93% respectively [1][3] Sector Analysis - In terms of sectors, the electronics sector had the most stocks with high turnover rates, totaling 64 stocks, followed by the computer and pharmaceutical sectors with 27 and 26 stocks respectively [2] - Stocks with significant net inflows included Bai Ji Shen Zhou, Hong Ruan Ke Ji, and Teng Jing Ke Ji, with net inflows of 305 million yuan, 220 million yuan, and 102 million yuan respectively [2] Leverage Fund Movements - A total of 128 stocks recently received net purchases from leveraged funds, with notable increases in financing balances for Lan Qi Ke Ji, Yun Tian Li Fei, and Hua Feng Ke Ji, increasing by 1.17 billion yuan, 475 million yuan, and 215 million yuan respectively [2] - Conversely, stocks like Ai Fu Te, Jing Pin Te Zhuang, and Ju He Cai Liao saw significant reductions in financing balances, decreasing by 104 million yuan, 8.853 million yuan, and 8.196 million yuan respectively [2]

Market Overview - On September 1, the plastic sector experienced a slight decline of 0.04%, with Meilian New Materials leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Stock Performance - Notable gainers in the plastic sector included: - Haizheng Biomaterials (688203) with a closing price of 16.66, up 20.03% on a trading volume of 124,500 shares [1] - Wankai New Materials (301216) closed at 18.07, up 6.29% with a trading volume of 289,400 shares [1] - Xingye Co., Ltd. (603928) closed at 18.49, up 5.96% with a trading volume of 262,200 shares [1] - Conversely, Meilian New Materials (300586) saw a significant decline of 14.83%, closing at 11.54 with a trading volume of 1,083,000 shares [2] Capital Flow - The plastic sector experienced a net outflow of 537 million yuan from institutional investors, while retail investors saw a net inflow of 384 million yuan [2] - The table of capital flow indicates that major stocks like Dadongnan (002263) and Weike Technology (301196) had varying levels of net inflow and outflow from different investor types [3]

Group 1 - The core point of the news is the performance of Hai Zheng Sheng Cai on the STAR Market, with the stock reaching its daily limit up to 16.66 yuan and a trading volume of 0.96 billion yuan, indicating strong market interest [2] - Among STAR Market stocks, 441 stocks were reported to be rising, with 9 stocks increasing by over 10%, including Hai Zheng Sheng Cai, which rose by 20.03% [2] - Conversely, 138 stocks experienced declines, with the largest drop being 12.02% for Tong Yi Zhong [2] Group 2 - In terms of capital flow, Hai Zheng Sheng Cai saw a net inflow of 1.7257 million yuan on the previous trading day, with a total net inflow of 11.2963 million yuan over the past five days [3] - The latest margin trading data shows a total margin balance of 44.9422 million yuan as of August 29, with a day-over-day increase of 3.2263 million yuan, representing a growth of 7.73% [3] - The company's semi-annual report released on August 19 indicated a revenue of 408 million yuan for the first half of the year, a year-on-year decrease of 5.28%, and a net profit of 3.1815 million yuan, down 87.32% year-on-year [3]

Core Viewpoint - The 3D printing sector experienced significant fluctuations, with several companies seeing substantial stock price increases on September 1st, indicating a potential surge in investor interest in this industry [1] Company Performance - Haizheng Shengcai reached a 20% daily limit increase [1] - Changjiang Materials also hit the daily limit increase [1] - Jin Chengzi saw a rise of over 10% [1] - Other companies such as Sikan Technology and Guangyun Da also experienced upward movement in their stock prices [1]

Group 1 - The 3D printing sector experienced significant gains in early trading, with companies like Haizheng Biomedical Materials and Changjiang Materials hitting the daily limit, and Jin Chengzi rising over 15% [1] - According to the National Bureau of Statistics, the production of 3D printing equipment in China is expected to grow by 43.1% year-on-year in the first half of 2025 [1] - The price of consumer-grade 3D printers has decreased by 60% compared to three years ago, with mainstream brands focusing on producing products in the price range of 2000-3000 yuan [1]

Summary of Key Points Core Viewpoint - The stock of Zhejiang Haizheng Biomaterials Co., Ltd. (海正生材) has experienced a decline, with a closing price of 13.88 yuan as of August 29, 2025, down 3.07% from the previous week [1]. Stock Performance - The highest price during the week was 16.0 yuan on August 26, while the lowest was 13.63 yuan on August 28 [1]. - The current market capitalization is 2.813 billion yuan, ranking 60th in the plastics sector and 4602nd in the overall A-share market [1]. Shareholder Changes - On August 26, 2025, it was announced that China Petroleum & Chemical Corporation Capital Co., Ltd. (中石化资本) reduced its holdings by 844,600 shares, representing 0.4167% of the total share capital [1]. - The share price decreased by 0.07% during the reduction period, closing at 14.32 yuan on August 22 [1]. - Prior to the reduction, 中石化资本 held 13,659,494 shares, accounting for 6.74% of the total share capital [1]. - The company had previously disclosed a plan to reduce up to 3,525,600 shares (1.74% of total share capital) through block trading [1]. - After the reduction, 中石化资本's holdings decreased to 12,814,894 shares, representing 6.32% of the total share capital [1]. - The total amount raised from the reduction was approximately 9.81 million yuan at a price of 11.61 yuan per share [1]. - 中石化资本 decided to terminate the reduction plan early due to its own development plans and financial arrangements, with the actual reduction aligning with the previously disclosed plan [1][3].

Core Viewpoint - The financial performance of Zhejiang Haizheng Biological Materials Co., Ltd. shows a decline in revenue and net profit, indicating potential challenges in the company's operations and market conditions [2]. Financing Summary - On August 28, Haizheng Biological Materials experienced a financing buy-in of 9.87 million yuan, with a net buy of 3.39 million yuan after repayments [1]. - The total financing balance as of August 28 is 41.72 million yuan, accounting for 2.39% of the circulating market value, which is above the 90th percentile of the past year [1]. - The company had no short selling activity on August 28, with a short selling balance of 0.00 yuan, indicating a lack of bearish sentiment [1]. Shareholder and Financial Performance Summary - As of June 30, the number of shareholders increased by 11.75% to 7,457, while the average circulating shares per person decreased by 10.51% to 15,787 shares [2]. - For the first half of 2025, the company reported a revenue of 408 million yuan, a year-on-year decrease of 5.28%, and a net profit of 3.18 million yuan, down 87.32% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 42.49 million yuan in dividends [2]. - Among the top ten circulating shareholders, Guangfa Technology Innovation Mixed A (008638) is the fifth largest, holding 7.05 million shares as a new shareholder [2].