格隆汇10月9日丨海正生材(688203.SH)公布，截至2025年9月30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190万股，占公司目前总股本的比例为0.937%，回购成交的最 高价为15.98元/股，最低价为7.76元/股，支付的资金总额为人民币20,494,429.47元（不含印花税、交易 佣金等交易费用）。 ...

Company Summary - Haizheng Shengcai announced a share buyback of 1.9 million shares, representing approximately 0.937% of its total share capital of about 203 million shares [1] - The highest buyback price was 15.98 CNY per share, while the lowest was 7.76 CNY per share, with a total expenditure of approximately 20.49 million CNY [1] - As of the report, Haizheng Shengcai has a market capitalization of 3 billion CNY [1] Industry Summary - For the fiscal year 2024, Haizheng Shengcai's revenue composition is heavily weighted towards the fiber manufacturing sector, which accounts for 98.77% of total revenue, while other businesses contribute only 1.23% [1]

关于股份回购进展公告 一、回购股份的基本情况 证券代码：688203 证券简称：海正生材 公告编号：2025-52 浙江海正生物材料股份有限公司 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： | 回购方案首次披露日 | 2024/8/29 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 日~2026 月 2024 28 2 | 8 | 月 | 年 | 27 | 日 | | 预计回购金额 | 2,000万元~3,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 1,900,000股 | | | | | | | 累计已回购股数占总股本比例 | 0.937% | | | | | | | 累计已回购金额 | 20,494,429.47元 | | | ...

截至2025年9月26日收盘，海正生材（688203）报收于14.69元，较上周的14.56元上涨0.89%。本周，海 正生材9月26日盘中最高价报15.26元。9月23日盘中最低价报13.82元。海正生材当前最新总市值29.77亿 元，在塑料板块市值排名56/70，在两市A股市值排名4469/5157。 本周关注点 公司公告汇总：中石化资本计划减持海正生材不超过2,026,700股，占总股本比例不超过1%。 公司公告汇总 浙江海正生物材料股份有限公司股东中国石化集团资本有限公司（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%。中石化资本当前持有公司股份12,814,894股，占总股本6.32%，股份来源为IPO前取得。减持原因 为经营发展资金需求，减持价格将按市场价格确定。减持期间为2025年10月28日至2026年1月27日。中 石化资本过去12个月内已实施两次减持，分别减持1%和0.42%股份。本次减持计划与其此前承诺一致， 不涉及控制权变更风险。公司将督促相关股东严格遵守法律法规，及时履行信息披露义务。 以上内 ...

Group 1 - The core point of the news is that Sinopec Capital plans to reduce its stake in Haizheng Biomaterials by selling up to 2,026,700 shares, which represents no more than 1% of the total share capital, due to funding needs for business development [1] - As of the announcement date, Sinopec Capital holds 12,814,894 shares in Haizheng Biomaterials, accounting for 6.32% of the total share capital [1] - The estimated amount from the planned reduction is approximately 29.29 million yuan, based on the last trading price of 14.45 yuan per share [1] Group 2 - Sinopec Capital initially held 15,686,300 shares, representing 7.74% of the total share capital, and has cumulatively reduced its holdings by 2,871,400 shares, realizing approximately 32.23 million yuan [2] - The average reduction price during the previous transactions was 11.61 yuan per share for 980,580 shares, and 11.06 yuan per share for 2,026,800 shares [3] - Haizheng Biomaterials was listed on the STAR Market on August 16, 2022, with an initial issuance of 50,669,517 shares at a price of 16.68 yuan per share, but the stock is currently trading below its initial offering price [3][4] Group 3 - The total amount raised from the initial public offering (IPO) was 845.17 million yuan, with a net amount of 750.86 million yuan after deducting issuance costs, which was 575.02 million yuan less than the planned amount of 1.32588 billion yuan [4] - The funds raised are intended for a 150,000-ton polylactic acid project and the construction of a research and development center [4]

Group 1: Company Announcements - Yunnan Tourism (002059.SZ) currently lacks the capability for robot complete machine design or production [1] - Dongfang Yuhong (002271.SZ) plans to invest 600 million yuan in the construction of a new material industry chain project in Shanglin County [1] - Macro Construction (002062.SZ) is part of a consortium that has pre-won a 1.36 billion yuan engineering project [1] - Zhongman Petroleum (603619.SH) intends to acquire 49% equity in Xinhuaxia Dubai [1] - Qibin Group (601636.SH) plans to repurchase shares worth between 100 million to 200 million yuan [1] - Shuanglin Co., Ltd. (300100.SZ) has submitted an application for the issuance and listing of overseas listed shares (H shares) to the Hong Kong Stock Exchange [1] - Zhiya Co., Ltd. (002803.SZ) plans to reduce holdings by no more than 2% of shares by the controlling shareholder and actual controller's concerted actors [1] - Hanyu Pharmaceutical (300199.SZ) plans to raise no more than 968 million yuan through a private placement [2] - Jihong Co., Ltd. (002803.SZ) expects a year-on-year increase of 65.72% to 76.86% in net profit excluding non-recurring gains and losses for the first three quarters [2] Group 2: Project Investments - Longxing Technology (002442.SZ) plans to invest in the energy-saving upgrade and transformation project of carbon black tail gas waste heat power generation [1] - Changqing Group (002616.SZ) intends to invest in the second phase of the Maoming Changqing combined heat and power project and supporting pipeline engineering [1] Group 3: Contract Wins - Shiji Hengtong (301428.SZ) has won a project worth 1.065 billion yuan [1] - Beixin Road and Bridge (002307.SZ) has won a 430 million yuan engineering project [1] - State Grid Information and Communication (600131.SH) subsidiary has won a 605 million yuan project from the State Grid [1]

（文章来源：证券日报） 证券日报网讯 9月25日晚间，海正生材发布公告称，截至本公告披露日，公司持股5%以上股东中国石 化集团资本有限公司（简称"中石化资本"）持有公司股份12，814，894股，占公司总股本的6.32%。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%。 ...

Core Viewpoint - On September 25, no A-share listed companies disclosed any increase in shareholding, while 16 companies announced share reductions, indicating a trend of shareholder divestment in the market [1]. Summary by Category Share Reduction Details - Hanghua Co. plans to reduce up to 4.24 million shares of repurchased stock to supplement working capital [2] - Weili Sealing's shareholders plan to reduce up to 1% of the company's shares [2] - Milkewei's actual controller and shareholders intend to collectively reduce up to 4.02% of the company's shares [2] - Zhichun Technology's controlling shareholder reduced 4.2678 million shares on September 25 [2] - Xinao Micro's senior management plans to reduce up to 0.0134% of the company's shares [2] - Quanfeng Technology's Hesheng Health Insurance reduced 57.1419 million shares from September 22 to September 24 [2] - Morning Light Biological's senior management Li Fengfei plans to reduce up to 140,000 shares [2] - Everbright Jiabao's Jiading Jianye and Jiading Keti plan to reduce up to 1% of their shares [2] - Shengshi Technology's employee stock ownership platform plans to reduce up to 3% of the company's shares [2] - Xingsen Technology's actual controller Qiu Xingya reduced a total of 9.9639 million shares from August 5 to September 22 [2] - Haizheng Materials' Sinopec Capital plans to reduce up to 2.0267 million shares, accounting for 1% of the total share capital [2] - Zhengzhong Design's controlling shareholder plans to reduce up to 3% of the company's shares [2] - Baiya Co.'s three shareholders plan to collectively reduce up to 2% of the company's shares [2] - Jialiqi's shareholders plan to collectively reduce up to 3% of the company's shares [2] - Defu Technology's shareholders plan to collectively reduce up to 0.13% of the company's shares [2] - Jinyinhe's shareholders plan to reduce up to 0.35% of the company's total share capital [2] Market Signal - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [1]

Mergers and Acquisitions - Zhongman Petroleum plans to acquire 49% stake in Xinhuaxia Dubai from Xinhuaxia Cayman for a transaction amount of 563 million RMB (approximately 79.32 million USD) [1] - Gansu Energy Chemical intends to acquire 100% stake in Gansu Energy Coal Storage and Transportation Company from its related party for a price of 102 million RMB, which constitutes a related party transaction but does not qualify as a major asset restructuring [2] - Yicheng New Energy received notification from its controlling shareholder, China Pingmei Shenma Group, regarding a strategic restructuring initiated by the Henan provincial government for Henan Energy Group and China Pingmei Shenma Group [3] Shareholding Changes - Shengshi Technology's employee shareholding platforms plan to collectively reduce their holdings by up to 3% of the company's shares, amounting to a maximum of 7.84 million shares [4] - Milkway's actual controllers, Chen Yinhai and Li Renli, plan to reduce their holdings by up to 4.02% of the company's shares through block trades and centralized bidding, with a specific reduction of up to 1.5% and an additional shareholder planning to reduce by up to 1.02% [5] - Haizheng Biomaterials announces that Sinopec Capital intends to reduce its holdings by no more than 1% of the company's shares, equating to a maximum of 202,670 shares [6] - Jialiqi's shareholders, holding a combined 6.7824% stake, plan to reduce their holdings by up to 3%, which translates to a maximum of 248,930 shares [7]

Core Viewpoint - Sinopec Capital plans to reduce its stake in Haizheng Materials (688203.SH) by up to 2.0267 million shares, representing no more than 1% of the company's total share capital, due to operational funding needs [1] Summary by Relevant Sections - **Share Reduction Details** - The share reduction will be executed through centralized bidding transactions within three months from the announcement date [1] - The selling price of the shares will be determined based on the market price at the time of the reduction [1]