上纬新材料科技股份有限公司 上纬新材料科技股份有限公司 要约收购报告书摘要 要约收购报告书摘要 （修订稿） | 上市公司： | 上纬新材料科技股份有限公司 | | --- | --- | | 上市地点： | 上海证券交易所 | | 股票简称： | 上纬新材 | | 股票代码： | 688585.SH | | 收购人： | 上海智元恒岳科技合伙企业（有限合伙） | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 主要经营住所： | 上海市浦东新区秀浦路 幢 | 2388 | 号 | 10 | 3 | 层 | | 通讯地址： | 上海市浦东新区秀浦路 幢 | 2388 | 号 | 10 | 3 | 层 | | 收购人一致行动人： | 上海致远新创科技设备合伙企业（有限合伙） | | | | | --- | --- | --- | --- | --- | | 主要经营住所： | 上海市浦东新区秀浦路 层 2388 3 | 号 | 10 | 幢 | | 通讯地址： | 上海市浦东新区秀浦路 层 2388 3 | 号 | 10 | 幢 | 本要约收购报告书 ...

暨控制权拟发生变更的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： 控制权变更：本次权益变动后，上海智元恒岳科技合伙企业（有限合伙） （以下简称"智元恒岳"）和上海致远新创科技设备合伙企业（有限合伙）（以 下简称"致远新创合伙"）合计将拥有上纬新材料科技股份有限公司（以下简称 "上纬新材"、"公司"或"上市公司"）29.99%的股份及该等股份对应的表决 权，上市公司控股股东将由SWANCOR IND.CO.,LTD.（Samoa）（以下简称 "SWANCOR萨摩亚"）变更为智元恒岳，邓泰华将成为上市公司实际控制人。 风险提示：截至本公告披露日，本次股份转让尚需取得上海证券交易所 的合规性确认意见并在中登公司上海分公司办理股份过户登记手续，以及相关法 律法规要求可能涉及的其他批准，相关审批程序能否通过及通过时间尚存在一定 不确定性。本次股份转让能否最终完成尚存在不确定性，公司将根据后续进展情 况及时履行信息披露义务。敬请广大投资者注意投资风险。 证券代码：688585 证券简称：上纬新材 公告编号：20 ...

华泰联合证券有限责任公司 关于 上纬新材料科技股份有限公司 详式权益变动报告书 之 一、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人已 作出声明，保证其所提供的资料均为真实、准确、完整的原始书面资料或副本资 料，副本资料或复印件与其原始资料或原件一致，所有文件的签名、印章均是真 实的；所有文件和材料不存在虚假记载、误导性陈述或重大遗漏，并对所提供信 息的真实性、准确性和完整性承担个别和连带的法律责任。 二、本财务顾问已按照规定履行尽职调查义务，有充分理由确信所发表的专 业意见与信息披露义务人申报文件的内容不存在实质性差异。 三、本财务顾问已对信息披露义务人公告文件进行核查，确信公告文件的内 容与格式符合规定。 四、本财务顾问就本次权益变动所出具的专业意见已提交内核机构审查，并 获得通过。 五、本财务顾问特别提醒投资者注意，本财务顾问核查意见不构成对本次权 益变动各方及其关联公司的任何投资建议；投资者根据本财务顾问核查意见所作 出的任何投资决策而产生的相应风险，本财务顾问不承担任何责任。 财务顾问核查意见 （修订稿） 二〇二五年八月 声 明 根据《中华人民共和国公司法》《中华人民共和国证券法》《 ...

TPI子公司TPI墨西哥系公司全资子公司上纬兴业的客户，截至目前，公司对TPI墨西哥的应收账款余额 412.92万美元，折算人民币约3237万元。此次事项可能会对公司业绩产生一定影响。 人民财讯8月15日电，上纬新材(688585)8月15日晚间公告，公司近日从TPI Composites,Inc.(简称"TPI")官 方网站获悉，其于8月11日向美国德克萨斯州南区破产法院自愿申请依据《美国破产法》第11章获得救 济，以推动债务重组。 ...

Core Viewpoint - The China Securities report indicates a 4.51% increase in the CITIC Basic Chemical Industry Index for July 2025, ranking 13th among 30 CITIC primary industries, with a recommendation to focus on pesticide, organic silicon, and polyester filament industries in August 2025 [1][2][5] Market Review - In July 2025, the CITIC Basic Chemical Industry Index outperformed the Shanghai Composite Index by 0.77 percentage points and the CSI 300 Index by 0.96 percentage points, with a year-on-year increase of 41.50%, surpassing the Shanghai Composite Index by 13.06 percentage points and the CSI 300 Index by 16.24 percentage points [2] Sub-industry and Stock Performance - Among 33 CITIC tertiary sub-industries in July 2025, 26 experienced gains, with modified plastics, polyurethane, and civil explosives leading the way with increases of 16.69%, 14.01%, and 12.09% respectively. Conversely, nylon, fluorochemicals, and lithium battery chemicals saw declines of 3.99%, 1.26%, and 1.25% respectively [3] - Out of 523 stocks in the basic chemical sector, 310 rose while 211 fell, with the top gainers being Xinwei New Materials (1083.42%), Dongcai Technology (84.92%), and Honghe Technology (58.84%). The largest declines were seen in Jiyuan Group (-26.23%), Keheng Co. (-25.78%), and Zhongyida (-23.69%) [3] Product Price Tracking - In July 2025, international oil prices continued to rise, with WTI crude increasing by 6.37% to $69.26 per barrel and Brent crude by 7.28% to $72.53 per barrel. Among 319 tracked products, 103 saw price increases, with TDI, trichloromethane, and coking coal leading the gains at 43.29%, 32.79%, and 32.56% respectively. However, 177 products experienced price declines, with the largest drops in methyl acrylate (-24.08%) and butyl acrylate (-10.61%) [4] Industry Investment Recommendations - The industry maintains a "market perform" investment rating, anticipating a potential improvement in certain sub-industries as the chemical industry's anti-involution policies take effect, particularly in the pesticide, organic silicon, and polyester filament sectors for August 2025 [5]

Investment Rating - The report maintains an investment rating of "in line with the market" for the basic chemical industry [7][5]. Core Viewpoints - The basic chemical industry index rose by 4.51% in July 2025, outperforming the Shanghai Composite Index and the CSI 300 Index by 0.77 and 0.96 percentage points, respectively [10][7]. - The report suggests continued focus on the pesticide, organic silicon, and polyester filament sectors, which are expected to benefit from the anti-involution policies [5][7]. Summary by Sections Market Review - The basic chemical industry index has increased by 41.50% over the past year, ranking 14th among 30 major industries [10][7]. - In July 2025, 26 out of 33 sub-industries saw an increase, with modified plastics, polyurethane, and civil explosives leading the gains at 16.69%, 14.01%, and 12.09%, respectively [11][10]. Product Price Tracking - The report indicates a continued downward trend in chemical product prices, with 177 products showing a decrease in July 2025 [7][11]. - Notable price increases were observed in TDI, trichloromethane, and coking coal, with respective rises of 43.29%, 32.79%, and 32.56% [7][11]. Industry and Company News - The report highlights the launch of a three-year action plan by the China Pesticide Industry Association to combat issues like hidden additives and illegal production in the pesticide sector [29][30]. - A significant investment of 2.32 billion yuan by Shandong Haihua in Inner Mongolia's largest natural soda ash mine is noted, aimed at optimizing product structure and expanding development space [34][35].

智元机器人对于玉禾田旗下子公司百万元级别的入股行为，却导致上市公司股价暴涨。 "现在感觉只要和智元机器人搭上一点儿边的投资行为，都会被资本盯上。错过上纬新材也就算了，但 是一笔只有几百万元的投资，市场也有大量资金疯狂打板玉禾田，只能说机器人板块的投资出现了'博 傻'行为。"上海资深投资人程宏（化名）对本报记者表示。 根据天眼查信息，玉树智能成立于2025年，专注于智能机器人领域，深度聚焦人工智能应用开发、智能 机器人研发及系统集成服务，玉树智能股权结构发生变更后智元机器人新增成为玉树智能股东，持股 5%。 8月11日，玉禾田集团发布公示称："此次战略投资标志着玉禾田与国内人形机器人头部企业智元机器人 的合作进入资本深度融合新阶段。此次引入智元创新（上海）科技有限公司作为战略股东，双方将共同 打造具身机器人技术高地，推进关键技术研发、数据资产建设，并协助玉禾田集团打造智慧环卫大模 型。" 科创板15倍大牛股上纬新材（688585.SH）股价刚刚回调，创业板公司玉禾田（300815.SZ）就因一则增 资公告股价在三个交易日暴涨超50%。而两家公司股价异动的背后推手均为上海智元创新科技有限公司 （下称"智元机器人" ...

上纬新材午后涨幅扩大至10%，成交额达12.53亿。 ...

"退出的资金可加速投资新项目，缓解一级市场'募资难'。" 8月13日，A股市场持续上攻，沪指创出四年以来新高。这样的暖意已经持续数月，股权投资机构通过 减持退出，也慢慢多了起来。 在8月12日晚间披露的减持公告中，就有较多股权投资机构计划或实施减持。其中，上纬新材 （688585.SH）公告称，股东金风投资控股有限公司（下称"金风投控"）自7月9日以来已减持0.39%的股 份，还计划协议转让4.40%股份。 "此前在IPO阶段性收紧和二级市场行情不佳的情况下，创投机构减持得相对少些，如今A股行情回暖， 更多创投机构通过集中竞价、大宗交易等渠道减持退出。"一位接盘PE/创投减持退出的投资人士称。 金风投控是金风科技（002202.SZ）的全资子公司，2016年3月与上纬新材签订增资协议，从而取得10% 股权。上纬新材上市后，金风科技持有3600万股，持股比例8.93%。2022年之后，金风投控开始陆续减 持。 8月12日晚，春雪食品（605567.SH）也公告称，烟台天自春雪股权投资中心(有限合伙)（下称"天自春 雪"）及一致行动人烟台天自雪瑞股权投资中心(有限合伙)（下称"天自雪瑞"），在今年7月～8月期间减 ...

Group 1: Government Policies - The Ministry of Finance and eight other departments announced that service industry operators can enjoy interest subsidies on loans up to 1 million yuan, with a subsidy rate of 1% for a maximum of one year [1] - The Ministry of Finance, the People's Bank of China, and the Financial Regulatory Bureau issued a plan for fiscal interest subsidies on personal consumption loans, covering various categories including household vehicles and education [1] - The Ministry of Finance and the State Taxation Administration clarified that income from express delivery services will be subject to VAT as "collection and delivery services" [1] Group 2: Industry Developments - A closed-door meeting of key dry-process lithium battery separator manufacturers reached several agreements to address issues like price competition and overcapacity, emphasizing price discipline and industry cooperation [2] - The Ministry of Commerce announced a preliminary ruling on anti-dumping investigations into imported canola seeds from Canada, confirming that dumping has caused substantial harm to the domestic canola industry [3] Group 3: Company News - Guizhou Moutai reported a net profit of 45.403 billion yuan for the first half of 2025, an increase of 8.89% year-on-year, with revenue rising by 9.10% to 89.389 billion yuan [3] - Cambrian Technology refuted rumors regarding large orders and revenue forecasts, urging investors to rely on official announcements [4] - Shangwei New Materials disclosed that its major shareholder reduced its stake to 5% by selling 1.5844 million shares [5] - China Shipbuilding announced a buyback price of 30.02 yuan per share for dissenting shareholders, with the stock closing at 38.50 yuan, indicating a premium of 28.25% [6] - Hengxin Oriental is under investigation by the China Securities Regulatory Commission for alleged information disclosure violations [7] - Quzhou Development plans to acquire 95.46% of Xian Dao Electric Science and Technology, with the stock set to resume trading [8] - ST Shengtun will change its stock name to Shengtun Mining and remove risk warnings, allowing for a 10% trading limit [9] - Grand Microelectronics acquired 100% of LUCEDA NV to expand into silicon photonics technology [10] - Sifang Precision plans to reduce its stake by up to 2.25% due to shareholder funding needs [11] - Shaanxi Huada intends to purchase 100% of Huajing Microelectronics through a share issuance [12] - Hailanxin plans to acquire 100% of Hailan Huanyu for 1.051 billion yuan, constituting a major asset restructuring [12] - Ganfeng Lithium is collaborating with LAR to develop a lithium product production line with an annual capacity of 150,000 tons [13] - Yuhua Tian clarified that a minor stake acquisition by Zhiyuan Innovation does not significantly impact its operations [14]