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 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | | 东、实际控制人等未履行承诺事项的，及 | 况 | | | 时向上海证券交易所报告。 | | | | 关注公共传媒关于上市公司的报道，及时 | | | | 针对市场传闻进行核查。经核查后发现上 | | | | 市公司存在应披露未披露的重大事项或与 | 2025 年 1-6 月，经保荐机构核查，海正 | | 13 | 披露的信息与事实不符的，应及时督促上 | 生材不存在应及时向上海证券交易所 | | | 市公司如实披露或予以澄清；上市公司不 | 报告的情况 | | | 予披露或澄清的，应及时向上海证券交易 | | | | 所报告 。 | | | | 发现以下情形之一的，保荐机构应督促上 | | | | 市公司做出说明并限期改正，同时向上海 | | | | 证券交易所报告：（一）上市公司涉嫌违 | | | | 反《上市规则》等上海证券交易所相关业 | | | | 务规则；（二）证券服务机构及其签名人 | | | | 员出具的专业意见可能存在虚假记载、误 | 202 ...

Group 1 - The stock of Hai Zheng Sheng Cai (688203) closed at 16.66 yuan on September 1, reaching the daily limit with a trading volume of 2.01 billion yuan and a turnover rate of 10.03% [2] - The stock was listed on the trading board due to a price increase of 15% at the close of the day [2] - The top five trading departments accounted for a total transaction amount of 1.11 billion yuan, with net buying of 309.56 million yuan [2][3] Group 2 - The main capital inflow for the stock was 42.64 million yuan throughout the day [3] - The largest buying department was Huaxin Securities, with a purchase amount of 24.99 million yuan, followed by Kaiyuan Securities with 20.42 million yuan [3] - The selling departments included CITIC Securities with a sale amount of 16.66 million yuan and an institutional special seat selling 7.28 million yuan [3]

Group 1 - The company, Haizheng Shengcai, announced that as of August 31, 2025, it has repurchased a total of 1,637,364 shares through the Shanghai Stock Exchange trading system, representing 0.808% of the company's current total share capital [2]

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]