截至2025年7月23日收盘，呈和科技(688625)报收于30.98元，下跌1.96%，换手率0.95%，成交量1.8万 手，成交额5632.3万元。 董秘最新回复 投资者： 万华化学2026年准备生产的成核剂跟公司产品类似吗？生产以后会不会对公司的利润产生影 响？万华的订单占公司的比例高吗？ 董秘： 尊敬的投资者，您好，公司的成核剂产品具备自主知识产权，通过全球主要国家或地区颁布的 食品接触法规与标准、取得全球聚丙烯装置工艺技术Novolen、Unipol和LyondellBasell的技术准入资 格。质量达到国际先进水平，产品研发、生产的创新迭代能力强，能够根据客户需求为客户提供技术领 先的高分子材料助剂产品及定制化的配套分析服务。主要客户包括中国石化、中国石油、中海壳牌、延 长石油、北欧化工、博禄化工等国内外大型能源化工企业。感谢您对公司的关注和支持！ 当日关注点 交易信息汇总：7月23日主力资金净流出742.97万元，占总成交额13.19%。 交易信息汇总 7月23日，呈和科技的资金流向情况如下：主力资金净流出742.97万元，占总成交额13.19%；游资资金 净流入251.65万元，占总成交额4. ...

呈和科技股份有限公司 关于持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 证券代码：688625 证券简称：呈和科技 公告编号：2025-027 重要内容提示： ? 股东持股的基本情况 截至本公告披露日，呈和科技股份有限公司（以下简称 "公司"）股东上海科汇投资管 理有限公司（以下简称"科汇投资"）持有公司股份 23,730,000 股，占公司总股本的 12.60%。 上述股份来源为公司首次公开发行前和资本公积金转增股本取得的股份，并已上市流通。 ? 减持计划的主要内容 | 科汇投资 | 股东名称 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控股股东、实控人及一致行动人 | | | | | □是 | √否 | | | | 5%以上股东 直接持股 | | | | √是 | □否 | | | | | 股东身份 | | | | | | | | | | 董事、监事和高级管理人员 | ...

Mergers and Acquisitions - Dajia Weikang plans to acquire 60.85% equity of Anhui Dajia Weikang Health Pharmacy for a transaction price of 116 million yuan, making it a subsidiary post-transaction [1] - Jizhong Energy intends to purchase 49% equity of Jingneng Xilin Gol Energy for 669 million yuan, with the target company having a construction scale of 2×660MW efficient supercritical indirect air-cooled units [2] - Bomin Electronics has terminated its acquisition plan for Benchuang Electronics due to failure to reach consensus on key transaction terms [3] Shareholding Changes - Jingbeifang's employee shareholding platform plans to reduce its stake by up to 3% of the company's total shares, equating to a maximum of 26 million shares [4] - Sichuan Shuangma's major shareholders plan to collectively reduce their holdings by up to 2.92% of the company's total shares, amounting to approximately 1.11 million shares [5] - Chenghe Technology's shareholder, Shanghai Kehui Investment, intends to reduce its stake by up to 3% of the company's total shares, which is approximately 564,960 shares [6] Earnings Disclosure - China Merchants Heavy Industry expects a significant decline in net profit attributable to shareholders, projecting a decrease of 90.16% to 91.95%, with an estimated profit of 9 million to 11 million yuan [7] - Dongpeng Beverage anticipates a net profit increase of 33.48% to 41.57%, estimating a profit range of 2.31 billion to 2.45 billion yuan for the first half of 2025 [8] - Shuanglu Pharmaceutical forecasts a substantial net profit growth of 237.95% to 356.24%, estimating a profit of 100 million to 135 million yuan for the first half of 2025, primarily due to changes in the fair value of financial assets [10]

证券代码：688625 证券简称：呈和科技 公告编号：2025-027 呈和科技股份有限公司 关于持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 截至本公告披露日，呈和科技股份有限公司（以下简称 "公司"）股东上海科汇投资管 理有限公司（以下简称"科汇投资"）持有公司股份 23,730,000 股，占公司总股本的 12.60%。 上述股份来源为公司首次公开发行前和资本公积金转增股本取得的股份，并已上市流通。 减持计划的主要内容 公司股东科汇投资因自身资金需求，拟通过集中竞价、大宗交易的方式，减持其所持有 的公司股份合计不超过 5,649,628 股，减持比例不超过公司总股本的 3%。其中，通过集中竞 价交易方式减持股份不超过 1,883,209 股，减持比例不超过公司总股本的 1%；通过大宗交易 方式减持股份不超过 3,766,419 股，减持比例不超过公司总股本的 2%。减持期间自本公告披 露之日起 15 个交易日后的 3 个月内（即 20 ...

Core Viewpoint - Shareholder Shanghai Kehui Investment Management Co., Ltd. plans to reduce its stake in the company by up to 5.6496 million shares, representing 3% of the total share capital, due to its own funding needs [1] Summary by Relevant Sections - **Share Reduction Details** - The planned reduction includes a maximum of 1.8832 million shares through centralized bidding, accounting for 1% of the total share capital [1] - Additionally, up to 3.7664 million shares will be reduced through block trading, representing 2% of the total share capital [1] - The reduction period is set from August 1, 2025, to October 31, 2025 [1] - **Current Shareholding and Impact** - Kehui Investment currently holds 12.60% of the company's shares [1] - The planned reduction will not affect the company's governance structure or its ongoing operations [1]

Core Viewpoint - The major asset restructuring between Chenghe Technology and Wuhu Yingri Technology has been terminated due to the inability to reach consensus on key terms, leading to fluctuations in Chenghe Technology's stock price [1][2][5]. Company Overview - Chenghe Technology, established in 2002, specializes in the production of environmentally friendly, high-performance polymer materials and additives, recognized as a national-level "little giant" enterprise and a "green factory" [7]. - The company has a strong market position, being a supplier to major firms such as Sinopec, PetroChina, and Shell, and has achieved significant growth in revenue and net profit over the years [8]. Financial Performance - From 2016 to 2024, Chenghe Technology has experienced continuous double-digit growth in both revenue and net profit, with revenue increasing from 168 million to 882 million yuan and net profit rising from 27 million to 2.05 billion yuan [8]. - In the first quarter of this year, the company reported revenue and net profit of 220 million and 71 million yuan, respectively, reflecting year-on-year growth of 14.97% and 15.82% [8]. Market Position and Strategy - Chenghe Technology is positioned as a leader in the fine chemical sector, focusing on the development of high-performance nucleating agents and synthetic hydrotalcite, with products achieving international advanced levels [7][8]. - The company aims to accelerate the import substitution process, which is supported by its successful market expansion and product development [8].

Core Viewpoint - Chenghe Technology has abruptly terminated its major asset restructuring plan after two months of preparation due to failure to reach consensus on key terms with the involved parties [1][4]. Group 1: Asset Restructuring Details - Chenghe Technology announced plans to acquire at least 51% of Wuhu Yingri Technology Co., Ltd. for a cash consideration, with an estimated total valuation of 1.8 billion yuan for 100% of Yingri Technology [3]. - Yingri Technology specializes in the research, production, and sales of high-performance sputtering targets, which are essential materials in the electronics manufacturing industry, particularly for semiconductor display panels and touch screens [3][4]. - The complexity of Yingri Technology's shareholder structure and differing opinions on future business development plans hindered the agreement on core transaction terms, particularly regarding performance commitments [4][5]. Group 2: Financial Performance - Yingri Technology reported significant revenue growth from 113 million yuan in 2019 to 315 million yuan in 2021, with year-on-year growth rates of 31.05% and 113.42% respectively. Net profit also increased from 12 million yuan to 84 million yuan during the same period, with growth rates of 115.45% and 215.85% [3][8]. - Chenghe Technology has maintained stable revenue growth since its establishment, with projected revenues increasing from 460 million yuan in 2020 to 882 million yuan in 2024, and net profits rising from 117 million yuan to 250 million yuan in the same period [8]. - In the first quarter of 2025, Chenghe Technology reported a revenue of 220 million yuan, reflecting a year-on-year growth of 14.97%, and a net profit of approximately 71.5 million yuan, up 15.82% year-on-year [8]. Group 3: Impact of Termination - The termination of the asset restructuring will not adversely affect Chenghe Technology's business operations, production activities, or financial status, nor will it harm the interests of the company and its shareholders, particularly minority shareholders [8].

Group 1 - Hengbang Co., Ltd. plans to establish a joint venture with Huasheng Development with a registered capital of 10 million yuan, where Hengbang will contribute 8 million yuan (80%) and Huasheng will contribute 2 million yuan (20%) [1] - Hunan Gold's subsidiary Anhua Zhazi Creek Smelting Plant will undergo temporary maintenance starting from the end of June 2025, expected to last no more than 30 days [2] - Defu Technology's subsidiary signed supply agreements for lithium battery copper foil products with two leading global companies, with contract durations of 3 years and 5 years respectively [3] Group 2 - Binjiang Group won the rights to two residential land parcels for a total price of 4.368 billion yuan [5] - Zhong'an Technology announced the resignation of its executive vice president and board secretary due to personal reasons [7] - Changqing Technology's project for special polymer materials and electronic materials has officially commenced production, adding a capacity of 120,500 tons per year [10] Group 3 - Gansu Energy received approval from the China Securities Regulatory Commission to publicly issue bonds totaling up to 2 billion yuan [10] - Shuoshi Biology obtained a medical device registration certificate for an in vitro diagnostic reagent, valid until June 2030 [12] - Yawen Co., Ltd. plans to issue shares to specific investors, with the application accepted by the Shenzhen Stock Exchange [13] Group 4 - Guoyao Modern's subsidiary received approval for the listing of a raw material drug, which is a selective anticholinergic agent [16] - Inner Mongolia First Machinery's subsidiary signed a railway freight car procurement contract worth 130 million yuan [18] - Xining Special Steel plans to raise up to 1 billion yuan through a private placement to its controlling shareholder [39] Group 5 - Huadong Medicine's subsidiary received approval for a clinical trial of a new injectable drug targeting advanced solid tumors [29] - Warner Pharmaceutical's compound potassium hydrogen phosphate injection passed the consistency evaluation for generic drugs [30] - North Special Technology plans to raise up to 300 million yuan through a private placement for a production base project in Thailand [30] Group 6 - Xiangyang Technology is the first candidate for a 533 million yuan Airbus project [45] - Haishun New Materials intends to acquire 100% of Guangdong Zhengyi Packaging [46] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.73% due to personal financial needs [47]

Group 1 - The company announced the termination of its planned major asset restructuring, which involved acquiring at least 51% of Wuhu Yingri Technology Co., Ltd. through cash payment [1][2] - The termination was primarily due to the complexity of Yingri Technology's shareholder structure, leading to disagreements among shareholders regarding the company's future operational plans [2][3] - The parties involved agreed to terminate the transaction after thorough research and friendly negotiations, and a termination agreement was signed, marking the end of the restructuring process [2][3] Group 2 - Yingri Technology is a high-tech enterprise specializing in the research, production, and sales of high-performance sputtering targets, playing a significant role in the electronic device manufacturing industry [4] - The company's products are critical materials used in the manufacturing of semiconductor display panels, touch screens, and solar cells, with applications across various downstream sectors such as consumer electronics and smart home appliances [4] - The potential acquisition was expected to create synergies in customer resource sharing and brand influence, allowing the company to quickly enter the display industry [4]

【 导读 】 因股东结构复杂， 呈和科技 终止收购 映日科技 见习记者 杨晨 6月2 6 日晚间，呈和科技 （ 证券代码：688625） 发布公告，宣布筹划超过两个月的收购芜湖映日科技股份有限公司（以下简称映日科 技）不低于51%股权的重大资产重组事项终止。 股东结构复杂致重组搁浅 回溯公告， 2025 年 4月7日，呈和科技与映日科技股东张兵、天津美泰真空技术有限公司、罗永春及芜湖映鑫企业管理合伙企业（有限合 伙）签署 了 《收购意向协议》，计划以现金方式收购标的公司不低于51% 股权。 根据披露， 上述 交易完成后，呈和科技预计将实现对映日科技的控股。标的公司100%股份的整体估值 约 18亿元，交易预计构成重大资 产重组。 资料显示， 映日科技是一家专业从事高性能溅射靶材研发、生产及销售的高新技术企业 。 该公司 的蒸镀材料新业务与呈和科技主营产品 同属于高分子有机材料，在化学合成工艺上与呈和科技有高度协同性。 呈和科技 表示，由于映日科技股东结构较为复杂，且与公司对未来经营发展规划意见不一，未能就本次交易事项的核心条款达成一致意 见，特别是关于业绩承诺方的安排在沟通过程中发生了较大变化，降低了公司对本 ...