证券代码：688585 证券简称：上纬新材 公告编号：2025-086 上纬新材料科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 10 月 29 日（星期三）14:00-15:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 10 月 22 日（星期三）至 10 月 28 日（星期二）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 ir@swancor.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 上纬新材料科技股份有限公司（以下简称"公司"）已于 2025 年 08 月 08 日发布公司 2025 年半年度报告，为便于广大投资者 ...

Group 1 - The core point of the article is that Shanghai Zhiyuan Hengyue Technology Partnership (Limited Partnership) has made a partial tender offer to acquire 149 million shares of the company, representing 37.00% of the total share capital, at a price of 7.78 yuan per share [1] - The acquisition period is set from September 29, 2025, to October 28, 2025, with a maximum required total funding of 1.161 billion yuan [1] - As of October 20, 2023, a total of 136 million shares have been tendered, accounting for 33.6317% of the company's total shares [1]

Market Overview - The A-share market experienced a decline across all major indices during the week of October 13-17, with the Shanghai Composite Index closing at 3839.76 points, down 1.47%, the Shenzhen Component Index at 12688.94 points, down 4.99%, and the ChiNext Index at 2935.37 points, down 5.71% [2] - Over 20% of stocks saw gains during the week, with 74 stocks rising over 15% and 77 stocks falling over 15%. The banking, coal, food and beverage, and transportation sectors saw increases, while 27 sectors including electronics, media, automotive, and telecommunications experienced declines [2] Top Performing Stocks - Daya Energy (600403.SH) led the bull stocks with a weekly increase of 53.13%, followed by New Life Fortune (301323.SZ) with a 49.84% rise. Other notable performers included Yuanda Holdings (000626.SZ), Hefei Urban Construction (002208.SZ), and Xiling Information (300588.SZ), all with weekly gains exceeding 40% [3][4] Coal Industry Insights - Daya Energy operates in the coal mining and washing industry, focusing on raw coal extraction, wholesale, and processing. Its main products include long flame coal, coking coal, lean coal, washed coal, and gas coal [4] - The coal prices showed a significant improvement in Q3, with the average spot price for thermal coal at Guangzhou Port reaching 800.5 CNY/ton, up 58.6 CNY/ton (7.3% increase), and coking coal at Jing Tang Port at 1563.8 CNY/ton, up 250.6 CNY/ton (16.0% increase) [6] - The long-term contract prices for thermal coal decreased slightly to 669.3 CNY/ton, down 5 CNY/ton (0.7%), while coking coal contract prices fell to 994.8 CNY/ton, down 42.2 CNY/ton (4.1%) [7] - Analysts expect a significant increase in coal companies' Q3 profits, projecting an overall net profit growth of approximately 18% for sample listed companies, with specific increases of 17%, 32%, and 43% for thermal coal, coking coal, and anthracite companies respectively [7] Demand Factors - The upcoming heating season is expected to drive demand for coal, as a strong cold front is forecasted to impact various regions in China, leading to significant temperature drops [8] - The coal production is anticipated to decline slightly this year due to factors such as rainfall and production checks, with a potential rebound in coal prices expected in Q4 [8] Underperforming Stocks - The worst-performing stock during the same period was Awai New Materials (688585.SH), which saw a decline of 32.74%. Other notable losers included United Chemicals (301209.SZ) with a 32.57% drop and several others with declines exceeding 20% [10] - Awai New Materials specializes in high-performance corrosion-resistant materials and has faced significant stock price volatility, leading to multiple trading suspensions and warnings about its stock performance deviating from its fundamentals [11][12]

| 新股发行及今日交易提示 | 2025/10/17 | 星期五 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 2025/10/17 | 新股发行 | 证券代码 | 证券简称 | 发行价格 | | | | 787759 | 必贝特 | 17.78 | 2025/10/17 | 新股上市 | | | | 证券代码 | 证券简称 | 发行价格 | 601026 | 道生天合 | 5.98 | | | 2025/10/17 | 内地市场权益提示 | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=688585&announcementId=122470 | 要约收购 | 688585 | 上纬新材 | 要约申报期：2025年9月29日至2025年10月28日 | 6521&orgId=9900042956&announcementTime=2025 | -10-11 | | http://www.cninfo. ...

Core Viewpoint - The robotics sector experienced a rebound during trading, with notable stock performances from various companies, indicating a positive market sentiment towards the industry [1] Company Performance - Dongbei Group reached the daily limit increase in stock price [1] - Ruineng Technology achieved a second consecutive trading limit increase [1] - Upwind New Materials and Yokogawa Precision both saw stock price increases exceeding 10% [1] - Other companies such as Sanlian Forging, Meili Technology, Sanhua Intelligent Control, and Wolong Electric Drive also experienced stock price increases [1]

New Stock Issuance - Xi'an Yicai (787783) issued at a price of 8.62[1] - Changjiang Energy Technology (920158) issued at a price of 5.33[1] Equity Market Alerts - Tender offer for Shangwei New Materials (688585) from September 29, 2025, to October 28, 2025[1] - Significant abnormal fluctuation reported for Nanjing New Pharmaceutical (688189) with a recent announcement on October 10, 2025[1] Recent Announcements - Multiple companies reported significant fluctuations, including ST Yanzhen (603389) with a recent announcement on October 16, 2025[1] - ST Hengjiu (002808) reported a fluctuation with an announcement on October 16, 2025[1] Trading Alerts - A total of 50 companies reported trading alerts with varying degrees of fluctuation, with the highest being 9889 for ST Jianyi (002789) on October 14, 2025[1] - The lowest fluctuation reported was 1,010 for ST Xinyuan (300472) on October 13, 2025[1]

Core Viewpoint - Tianpu Co., Ltd. (605255.SH) has experienced significant stock price volatility, with a recent surge of 317.72% following the announcement of a change in ownership, but subsequently faced a sharp decline after the disclosure of its acquisition party's plans for an independent IPO, undermining market expectations for a reverse merger [2][3][4]. Group 1: Stock Performance and Market Reaction - Tianpu Co., Ltd. has seen its stock price hit 15 consecutive daily limits since the announcement of the ownership change on August 22, 2023, but opened with a limit down today [2][3]. - The recent stock price surge was abruptly halted due to the announcement that the acquiring party, Zhonghao Xinying, has initiated an independent IPO process, which contradicts earlier market speculation about a potential reverse merger [2][4]. Group 2: Acquisition and IPO Plans - The latest disclosure confirmed that Zhonghao Xinying's capital market strategy is independent of the acquisition of Tianpu Co., Ltd., and it has entered the process of restructuring for its IPO [3][4]. - Zhonghao Xinying's decision to pursue an independent IPO rather than a reverse merger indicates a shift in strategy, as it faces challenges in meeting the conditions of its previous financing agreements [4][6]. Group 3: Regulatory Environment and Market Trends - The recent events highlight a broader trend in the market where speculative trading around acquisition announcements often leads to significant volatility, but regulatory scrutiny remains high, particularly for cases lacking business synergy [5][7]. - Similar cases, such as the acquisition attempts by Zhiyuan Robotics and Pinming Technology, illustrate the challenges faced by tech companies seeking to enter traditional industries through reverse mergers, with regulatory bodies maintaining a firm stance against such speculative practices [6][7].

证券代码：688585 证券简称：上纬新材 公告编号：2025-084 上纬新材料科技股份有限公司股票交易异常波动公告 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： ● 上纬新材料科技股份有限公司（以下简称"公司"或"上纬新材"）股票交易连续3个交易日内日收盘价 格跌幅偏离值累计达到30%，根据《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易 实时监控细则》的有关规定，属于股票交易异常波动。 ● 公司外部流通盘较小。截至2025年10月15日，公司控股股东智元恒岳、公司控股股东一致行动人致远 新创合伙、公司原控股股东SWANCOR IND.CO.,LTD.（Samoa）（简称"SWANCOR萨摩亚"）、公司5% 以上股东Strategic Capital Holding Limited（Samoa）（简称"STRATEGIC萨摩亚"）合计持有股票占公司 A股比例约为84%，其余A股外部流动股占公司A股比例约为16%，占比相对较小。 公司股票交易连续3个交易日内日收盘价格跌幅偏离值累计达到30% ...

Group 1 - The market is reassessing the impact of the control change at Aowei New Materials (688585.SH) [2] - Zhiyuan Innovation has no plans for a backdoor listing through the company in the next 36 months [2] - The tender offer by Zhiyuan Hengyue for 37% of Aowei's shares is ongoing, with a period from September 29 to October 28 [2] Group 2 - The tender offer price is set at 7.78 CNY per share, significantly lower than the current market price of 88.51 CNY per share [3] - 91% of the targeted shares for the tender offer have already been pre-accepted by the original controlling shareholder, SWANCOR [4] - The acquisition is the final step in the plan for Dong Taihua to take control of Aowei New Materials [5] Group 3 - The transaction has resulted in a substantial increase in Aowei's stock price, with a rise of 1037.66% from the tender offer price [5] - The acquisition allows Zhiyuan to utilize Aowei as a financing platform and potentially invest in related industries without direct competition [6] - Despite the stock price increase, there are no specific plans for asset injection from Zhiyuan in the near term [6]

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding recent developments and financial performance. Group 1: Company Announcements - Sanhua Intelligent Control clarified that rumors about receiving a large robot order are untrue and that there are no undisclosed significant matters [4] - Hongdou Co. plans to purchase online business assets from its affiliate for 485 million yuan, enhancing its product matrix and sales synergy [5] - Guangdong Yuehai Feed announced the cancellation of its wholly-owned subsidiary, which will not significantly impact its overall business development [7] - Soft Control's subsidiary has received approval to be listed on the New Third Board starting October 16, 2025 [8] - Tianwei Video has been authorized to establish a regulatory center for state-owned enterprises in Shenzhen, enhancing its cybersecurity operations [9] - Xinbo Co. intends to invest 1.5 million USD to establish a subsidiary in Singapore for international market expansion [10] - Guangfa Securities announced the resignation of its deputy general manager due to personal reasons [11] Group 2: Financial Performance - Guanghua Technology reported a 1233.7% increase in net profit for the first three quarters, reaching 90.39 million yuan [16] - Zhuangzi Island expects a net loss of 29 to 35 million yuan for the first three quarters, impacted by market changes and asset impairments [17] - Suobede anticipates a net profit increase of 1258.39% to 1313.24% for the first three quarters, with third-quarter profits expected to rise by 2836.86% to 3203.96% [18] - Haiguang Information reported a 13.04% increase in third-quarter net profit, with significant revenue growth driven by partnerships [20] - Meinian Health expects a net profit increase of 70.51% to 151.7% for the first three quarters, despite a slight decline in revenue [21] - Tailin Micro expects a net profit increase of 118% for the first three quarters, driven by growth in AI products [22] - Yatai Co. anticipates a net profit increase of 97.38% to 113.3% for the first three quarters, attributed to market expansion and cost management [23] - He Sheng New Materials expects a net profit increase of 60% to 80% for the first three quarters, supported by improved supply chain management [24] Group 3: Major Contracts and Collaborations - Dancheng Technology signed a strategic cooperation agreement with Boyuan Co. to collaborate on solid-state electrolyte systems [32] - Dong'an Power secured five new market agreements in the third quarter, with an estimated total sales volume of 1 million units [33] - Mingxin Xuteng received a notification from a leading new energy vehicle client for interior materials development, with total sales expected to reach 650 million yuan [35] Group 4: Shareholding Changes - Shuhua Sports' actual controller plans to reduce holdings by up to 3% of the company's shares [36] - Nanling Technology's major shareholders plan to reduce their holdings by up to 3.24% [37] - Xinhongze's controlling shareholder intends to reduce holdings by up to 3% [38] - Jintuo Co. plans to reduce holdings by up to 2.95% due to funding needs [39] - Neusoft Zai Bo's controlling shareholder plans to reduce holdings by up to 1.06% [40]