证券代码：688299 证券简称：长阳科技 公告编号：2025-035 宁波长阳科技股份有限公司 关于实施回购股份注销暨股份变动的公告 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。 重要提示： 公司于 2025 年 3 月 31 日、2025 年 4 月 16 日召开第四届董事会第二次会议、 第四届监事会第二次会议及 2025 年第三次临时股东大会，审议通过了《关于变 更部分回购股份用途并注销暨减少注册资本的议案》，同意将 2022 年回购方案的 回购股份 1,837,029 股和 2023 年回购方案的回购股份 1,266,993 股合计 3,104,022 股用途进行变更，由"用于员工持股计划或股权激励"变更为"用于 注销并减少注册资本"。公司已于 2025 年 4 月 17 日在上海证券交易所网站 （www.sse.com.cn）和《证券日报》披露了《关于注销部分回购股份并减少注册 资本暨通知债权人的公告》（公告编号：2025-018），自该公告披露之日起 45 日 内，公司未收到任何相关债权人要求公司提前清偿债务 ...

Core Viewpoint - Changyang Technology plans to invest RMB 29.9 million to acquire 1.83% of Ningbo Huizhixing New Materials, aligning with its strategic layout in the CPI field and promoting the development of functional film materials for electronic products [1][2]. Group 1: Company Overview - Ningbo Huizhixing New Materials, established in 2016, specializes in high-end optical film materials and is the only domestic company capable of mass production of CPI and foldable PET functional film materials [2][3]. - Changyang Technology, founded in 2010, focuses on polymer functional films, including reflective films and optical base films, and is actively developing CPI base film projects for flexible displays [2][3]. Group 2: Investment and Strategic Alignment - The investment in Ningbo Huizhixing is expected to leverage both companies' technological and resource advantages, enhancing the R&D and application of CPI and PET functional film materials [1][2]. - The collaboration aims to promote the domestic production of key optical films used in smartphones, computers, and televisions, addressing the long-standing foreign monopoly in the CPI film market [3]. Group 3: Product Development and Market Application - Changyang Technology is constructing a project with an annual production capacity of 1 million square meters of colorless transparent polyimide film, which is anticipated to break the foreign monopoly on CPI films [3]. - Optical hard films, including CPI, TAC, and PET functional films, are crucial components in various electronic products, enhancing their display capabilities [3].

Group 1: Company Announcements - Light Media's controlling shareholder plans to reduce its stake by no more than 29.24 million shares, accounting for up to 1% of the total share capital, to lower debt and improve financial structure [1] - Xinjiang Haoyuan intends to change its name to "Wanqing Energy" and its stock abbreviation accordingly [2] - Xunbang Intelligent plans to acquire controlling shares of Wuxi Indichip Microelectronics, focusing on the automotive chip sector [3] - Kangping Technology intends to acquire 100% of Suolu Electronics for 198 million yuan to enhance core competitiveness [4] - Shentong Express reported April revenue of 4.118 billion yuan, a year-on-year increase of 16.39% [5] - Wenzhou Hongfeng's controlling shareholder plans to reduce its stake by no more than 4.37 million shares, accounting for 1% of total share capital [8] - Changyang Technology plans to invest 29.9 million yuan in Ningbo Huizhixing New Materials [9] - Zhejiang Agricultural Holdings intends to publicly transfer 100% of its subsidiary Huadong Pharmaceutical, valued at 369 million yuan [10] - *ST Jinguang faces delisting risk due to stock price falling below 1 yuan for 10 consecutive trading days [11] - Huibo Yuntong plans to acquire 67.91% of Baode Computer to enhance its competitive edge [12] - Xinhua Group intends to change its name to "Yingxin Development" [13] - Purang Co. plans to reduce its stake by no more than 24,800 shares due to personal funding needs [14] - Xinhecheng plans to participate in a land auction for a commercial plot in Hangzhou, with a starting price of 1.037 billion yuan [15] - *ST Sailong's controlling shareholder plans to transfer 14.16% of shares, potentially changing control [16] - Gaoweida's controlling shareholder plans to reduce its stake by no more than 13.27 million shares due to funding needs [17] - Tianli Lithium Energy's shareholder plans to reduce its stake by no more than 3% [18] - Baijia Qiancheng's shareholder plans to reduce its stake by no more than 9.42 million shares [19] - United Optoelectronics is planning to issue shares to acquire Dongguan Changyi Optoelectronics [20] - Meg Intelligent plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [21] Group 2: Industry Insights - The express delivery industry shows growth, with Shentong Express and Yunda reporting revenue increases of 16.39% and 5.84% respectively in April [5][20] - The automotive chip sector is highlighted as a key investment area, with Xunbang Intelligent's acquisition of Indichip Microelectronics [3] - The energy sector is seeing name changes and strategic shifts, as seen with Xinjiang Haoyuan's rebranding to Wanqing Energy [2] - The pharmaceutical sector is undergoing restructuring, with Zhejiang Agricultural Holdings planning to divest its pharmaceutical subsidiary [10] - The technology sector is active in mergers and acquisitions, with Huibo Yuntong's acquisition of Baode Computer [12]

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors on recent corporate actions and developments. Group 1: Corporate Announcements - Kweichow Moutai's shareholders approved a profit distribution plan for 2024, proposing a cash dividend of 276.24 yuan per 10 shares, totaling 34.672 billion yuan [3] - Weir Shares plans to change its name to "Haowei Group" and its stock abbreviation to "Haowei Group," pending shareholder approval [4] - Weili intends to transfer 100% equity of its subsidiary Dunhua Zhongneng to Chengfa Environment for a total consideration of approximately 323 million yuan [6] - Wanrun New Energy signed a business cooperation agreement with CATL to supply lithium iron phosphate products, with an estimated total supply of about 1.3231 million tons from 2025 to 2030 [7] - Shouhua Gas plans to purchase bauxite resources through market means, with a financing application of up to 2 billion yuan [8] Group 2: Regulatory and Compliance - Gao Neng Environment received an administrative regulatory decision from the Beijing Securities Regulatory Bureau due to insufficient impairment testing and inaccurate disclosures [9] - ST Shilong applied to revoke its other risk warning status, indicating compliance with relevant regulations [14] Group 3: Mergers and Acquisitions - Huixin Electronics plans to acquire 67.91% of Baode Computer through a combination of cash and stock issuance, enhancing its position in the IT infrastructure sector [19] - Kangping Technology intends to acquire 100% of Sulu Electronics for 198 million yuan to expand its electric tools business [23] - Xinjiang Haoyuan plans to change its name to "Wanqing Energy" to better reflect its business structure [26] Group 4: Financing and Investments - Shanghai Xinyang plans to invest 30 million yuan in the establishment of the Qixin Fund, focusing on high-tech sectors [12] - Taihe Co. intends to invest up to 150 million USD (approximately 1.082 billion yuan) in a pesticide and functional chemicals project in Egypt [28] Group 5: Strategic Partnerships and Contracts - Dongzhu Ecology signed a 3.5 billion yuan EPC contract for land consolidation in Laos [30] - Youa Co. signed a strategic cooperation framework agreement with Changsha Guokong Capital and Tsinghua Electronics Institute to promote the semiconductor industry [32] Group 6: Shareholder Actions - Wanfeng Co. plans to reduce its stake by up to 1.75% through block trading [35] - Tuoershi's controlling shareholder intends to reduce its stake by up to 2% [36]

Investment Overview - The company intends to use its own funds of RMB 29,900,000 to subscribe for 923,409 shares of Ningbo Huizhi Star New Materials Technology Co., Ltd. (Huizhi Star) at a price of RMB 32.38 per share, resulting in a 1.83% ownership stake in Huizhi Star after the investment is completed [4][5] - The investment has been approved by the company's general manager's office and does not require further approval from the board of directors or shareholders [2][5] Company Background - Huizhi Star specializes in the research, production, and sales of optical hardening films and other functional film materials, which are essential components in electronic products such as smartphones, computers, and televisions [7] - The company aims to achieve domestic substitution of high-end optical film materials and utilizes advanced coating and manufacturing technologies to enhance the physical and optical properties of its film materials [7] Market Context - The consumer electronics industry is characterized by rapid product updates and strong innovation requirements, necessitating increased research and development investments from upstream suppliers like Huizhi Star to meet market demands [2][11] - Huizhi Star's revenue concentration is high, with 88.95% of its revenue coming from its top five customers in 2024, indicating potential risks if customer relationships or market demands change [12] Financial Metrics - As of 2024, Huizhi Star reported total assets of RMB 426.54 million, total liabilities of RMB 341.40 million, and operating income of RMB 330.53 million, with a net profit of RMB 21.45 million [6] Investment Rationale - The investment aligns with national industrial policies and industry development trends, presenting a favorable market outlook [12] - The collaboration is expected to leverage technological and resource synergies to advance the research and application of CPI and PET functional film materials in the electronics sector [10]

本次认购惠之星股票事项，尚需经惠之星股东会审议通过、尚需 取得全国股转公司出具的同意定向发行的函后方可实施。本次定向发 行能否取得全国股转公司出具的同意定向发行的函尚存在不确定性， 且最终取得同意定向发行的函的时间也存在不确定性。 证券代码：688299 证券简称：长阳科技 公告编号：2025-034 宁波长阳科技股份有限公司 关于自愿披露对外投资的公告 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： 宁波长阳科技股份有限公司（以下简称"公司"）拟使用自有资金人民 币 29,900,000.00 元认购宁波惠之星新材料科技股份有限公司（以下简 称"惠之星"）发行的 923,409 股股份，认购价格为每股 32.38 元，本 次认购投资完成后，公司将持有惠之星 1.83%的股份。 根据《上海证券交易所科创板股票上市规则》《公司章程》等规定，本 次投资无需提交董事会、股东大会审议，已经公司总经理办公会审议 通过。 本次投资不构成关联交易，亦不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。 相关风险提 ...

长阳科技公告，公司拟使用自有资金2990万元认购宁波惠之星新材料科技股份有限公司发行的92.34万 股股份，认购价格为每股32.38元，本次认购投资完成后，公司将持有惠之星1.83%的股份。 ...

Overview - Shanghai Fosun Pharmaceutical (Group) Co., Ltd. has initiated a Phase I/III clinical trial for HLX13, a biosimilar of ipilimumab, targeting unresectable advanced hepatocellular carcinoma (HCC) patients in China [2]. HLX13 Information and Research Status - HLX13 is a biosimilar of ipilimumab developed by the group, intended for treating multiple cancers including melanoma, renal cell carcinoma, colorectal cancer, HCC, non-small cell lung cancer, malignant pleural mesothelioma, and esophageal squamous cell carcinoma [3]. - As of April 2025, the group has invested approximately RMB 104 million (about $15 million) in the development of HLX13 [3]. - According to IQVIA MIDASTM data, global sales of ipilimumab formulations are projected to reach approximately $2.873 billion in 2024 [3].

上述融资客大手笔净买入的科创板股中，从最新融资余额占流通市值比例看，算术平均值为4.09%，融 资余额占比最高的是金博股份，该股最新融资余额为5.94亿元，占流通市值的比例为10.74%，融资余额 占比较高的还有有方科技、航天南湖、中科蓝讯，占比分别为9.89%、8.22%、8.13%。（数据宝） | 代码 | 简称 | 最新融资余额（万 | 环比增减金额（万 | 环比增减 | 当日涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | 元） | 元） | （%） | （%） | | 688256 | 寒武纪 | 560827.93 | 14126.87 | 2.58 | 0.84 | | 688521 | 芯原股 份 | 94100.00 | 11464.81 | 13.87 | 1.82 | | 688552 | 航天南 湖 | 26910.66 | 4753.01 | 21.45 | -2.69 | | 688299 | 长阳科 技 | 44152.15 | 3734.87 | 9.24 | 3.93 | | 688608 | 恒玄科 | 53887.28 | ...

Core Insights - The successful completion of the project marks a significant step for Changyang Technology from technical research to commercial application [1][2] - The project focuses on the development of low-cost CBDO and high Tg, impact-resistant transparent copolyester, aligning with the trend of green manufacturing and sustainable development [1] Group 1: Project Overview - The project is part of the 2021 National Key R&D Program aimed at the preparation and industrialization of low-cost, high-performance bio-based polyesters and polycarbonates [1] - The project team has successfully developed a low-cost CBDO synthesis process and has made breakthroughs in the formulation and preparation technology of copolyester films [1] Group 2: Technical Achievements - Key performance indicators such as visible light transmittance, mechanical strength, and weather resistance of the products have met the contractual requirements [1] - The expert review team acknowledged the project's demonstration effect in collaborative innovation between industry, academia, and research [1] Group 3: Future Directions - Changyang Technology aims to leverage its extensive technical expertise in optical film materials to accelerate the research and application of bio-based materials in functional films [2] - The company is committed to supporting China's transition from a "material power" to a "material strong power" [2]