呈和科技(688625.SH)公告称，公司控股股东、实际控制人赵文林与嘉亿资产签署《股份转让协议》， 拟转让无限售条件流通股979.27万股，占公司总股本的5.20%。本次权益变动不会导致公司控股股东、 实际控制人变化。嘉亿资产承诺自标的股份完成过户登记之日起18个月内不减持。此次协议转让需上海 证券交易所合规性确认后方能办理过户手续。 ...

Core Viewpoint - Chenghe Technology (688625.SH) announced a significant shareholding change due to a reduction in shares held by its shareholder, Shanghai Kehui Investment Management Co., Ltd. [1] Shareholding Changes - Shanghai Kehui Investment reduced its holdings by 2,332,796 shares, representing 1.24% of the total share capital of the company [1] - Following this reduction, the total shares held by Kehui Investment and its concerted party, Ru Fei, decreased from 47,080,300 shares to 44,747,504 shares, lowering their ownership percentage from 25.00% to 23.76% [1] - The change in equity triggered a notification as it touched the 1% integer threshold [1] - As of the date of the announcement, the reduction plan has not been fully implemented [1]

证券代码：688625 证券简称：呈和科技 公告编号：2025-036 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 25.00% 权益变动后合计比例 23.76% 本次变动是否违反已作出的承诺、意向、计划 是□ 否☑ 是否触发强制要约收购义务 是□ 否☑ 一、 信息披露义务人及其一致行动人的基本信息 呈和科技股份有限公司 关于股东及其一致行动人权益变动 触及 1%整数倍的提示性公告 公司股东上海科汇投资管理有限公司及其一致行动人茹菲保证向本公司提供的信息真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 1.身份类别 投资者及其一致行动人的身份 □控股股东/实际控制人及其一致行动人 ☑其他 5%以上大股东及其一致行动人 □合并口径第一大股东及其一致行动人（仅适用于无控 股股东、实际控制人） □其他______________（请注明） 2.信息披露义务人信息 公司于 2025 年 9 月 16 日收到公司股东上海科汇投资管理有限公司（以下简称"科汇投 资"）出具的《关于股东权益变动触及 1%整数倍的告知函》 ...

Group 1 - The core transaction involved Chenghe Technology, with a total of 1.2345 million shares traded, amounting to 32.5782 million yuan, which represented 38.56% of the total trading volume for the day [1][2] - The transaction price was 26.39 yuan per share, reflecting an 18.3% discount compared to the market closing price of 32.3 yuan [1][2]

Core Viewpoint - The company, Chenghe Technology Co., Ltd., will participate in the 2025 semi-annual performance briefing for the new materials industry on September 18, 2025, to address investor concerns and provide insights into its operational results and financial status [2][3]. Group 1: Event Details - The performance briefing will be held online on September 18, 2025, from 15:00 to 17:00 [4][5]. - Investors can log into the Shanghai Stock Exchange Roadshow Center to participate in the event and ask questions [6]. - A pre-collection of questions from investors will be open from September 11 to September 17, 2025, allowing them to submit inquiries via the Roadshow Center or the company's email [2][6]. Group 2: Company Information - The company has released its 2025 semi-annual report on August 16, 2025, which will be discussed during the briefing [2]. - Key personnel participating in the briefing include the Chairman, Tang Jiaqi, and the General Manager, Zhang Xu [5].

证券代码：688625 证券简称：呈和科技 公告编号：2025-035 呈和科技股份有限公司 关于参加 2025 年半年度科创板新材料行业 呈和科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 16 日发布公司《2025 年 半年度报告》，为便于广大投资者更全面深入地了解公司经营成果、财务状况、发展理念等情 况，公司计划于 2025 年 9 月 18 日(星期四)下午 15:00-17:00 参加 2025 年半年度科创板新材 料行业集体业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成果、财务指 标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的 问题进行回答。 二、说明会召开的时间、地点 （一）会议线上交流时间：2025 年 9 月 18 日(星期四)下午 15:00-17:00 集体业绩说明会的公告 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： 投资者可于 2025 ...

Group 1 - The core point of the news is that Chenghe Technology experienced significant block trading activity on September 5, with a total of 938,300 shares traded for a total amount of 26.9857 million yuan, at a price of 28.76 yuan, which represents an 11.26% discount compared to the closing price of the day [1][2][3] - In the last three months, the stock has seen a total of 9 block trades, accumulating a total transaction amount of 59.9745 million yuan [2] - The stock closed at 32.41 yuan on the reporting day, reflecting a 1.41% increase, with a daily turnover rate of 0.46% and a total trading volume of 28.025 million yuan [2] Group 2 - The stock has experienced a net outflow of 285.20 million yuan in main funds for the day, and a cumulative decline of 5.09% over the past five days, with a total net outflow of 12.8611 million yuan [2] - The latest margin financing balance for the stock is 301 million yuan, which has increased by 3.0634 million yuan, representing a 1.03% increase over the past five days [3] - Detailed block trading data shows multiple transactions at the same price of 28.76 yuan, with significant participation from various brokerage firms [3]

Group 1 - On September 5, Chenghe Technology executed a block trade of 938,300 shares, with a transaction value of 26.9857 million yuan, accounting for 49.06% of the total transaction volume for the day [1] - The transaction price was 28.76 yuan, representing an 11.26% discount compared to the market closing price of 32.41 yuan [1] Group 2 - The block trade involved multiple brokerage firms, including Industrial Securities and Yuekai Securities, indicating a diverse interest from different market participants [2] - The highest transaction amount from a single brokerage was 1,025.87 thousand yuan, with a volume of 35.67 thousand shares [2]

Group 1 - The core point of the article highlights that Chenghe Technology conducted three block trades on September 1, totaling 944,900 shares and a transaction amount of 29.2448 million yuan, with a transaction price of 30.95 yuan, reflecting a discount of 9.02% compared to the closing price of the day [2] - Over the past three months, Chenghe Technology has recorded a total of four block trades, amounting to 32.9888 million yuan [2] - The closing price of Chenghe Technology on the reporting day was 34.02 yuan, showing a decline of 1.08%, with a daily turnover rate of 1.31% and a total transaction amount of 84.1062 million yuan [2] Group 2 - The net inflow of main funds for Chenghe Technology on that day was 3.3938 million yuan, while the stock has seen a cumulative decline of 1.56% over the past five days, with a total net outflow of 734,600 yuan [2] - The latest margin financing balance for Chenghe Technology is 292 million yuan, which has decreased by 22.3861 million yuan over the past five days, representing a decline of 7.12% [2] - A detailed overview of the block trades on September 1 shows the transaction volume, amount, price, and the respective brokerage firms involved in the trades [2]

Core Viewpoint - The report outlines the ongoing supervision and assessment of Chenghe Technology Co., Ltd. by CITIC Securities, highlighting the company's financial performance, potential risks, and core competencies in the polymer materials industry. Group 1: Continuous Supervision Overview - CITIC Securities has taken over the continuous supervision responsibilities from the previous sponsor, conducting various checks and assessments as per regulatory requirements [1]. - The supervision includes reviewing corporate governance documents, financial management systems, and fundraising management practices [1]. Group 2: Financial Performance - The company's operating income for the first half of 2025 reached RMB 471.09 million, representing a 13.77% increase compared to the same period in 2024 [9]. - The net profit attributable to shareholders for the same period was RMB 31.87 million, reflecting a decrease of 21.28% due to an increase in total share capital [9]. Group 3: Major Risks - Intellectual property disputes pose a risk, as the company holds 76 patents but may face litigation or regulatory penalties related to patent infringement [2]. - Core technology leakage is a concern, with 90.94% of revenue derived from products based on proprietary technology [3]. - Product quality control is critical, as any failure in quality management could damage the company's reputation and client trust [3]. - Environmental protection and safety production risks are present due to the chemical processes involved in production, which may lead to regulatory penalties [4]. - The company's gross margin was reported at 45.79%, with potential risks of decline due to various market factors [4]. - Accounts receivable amounted to RMB 318.71 million, representing 67.65% of revenue, indicating a risk of bad debts as sales scale increases [6]. - Currency fluctuations could impact the company's foreign sales, which accounted for 25.39% of total revenue [5]. - The company faces risks related to bank acceptance bills, with RMB 96.13 million in receivables potentially at risk if the creditworthiness of the issuing parties declines [5]. - Increased market competition in the emerging fine chemical sector could affect profitability if the company fails to innovate [6]. Group 4: Core Competitiveness - Chenghe Technology is recognized as a leading enterprise in high-performance polymer materials, focusing on technological innovation and sustainable development [10]. - The company has over 300 types of nucleating agents and composite additives, providing customized solutions to meet client needs [10]. - The core products have achieved international advanced levels, with some exceeding global standards, enhancing the company's competitive edge [10]. - The company has established partnerships with universities for research and development, enhancing its innovation capabilities [12]. - Chenghe Technology has been recognized as a model enterprise for intellectual property in Guangdong Province, with a strong patent portfolio [12]. Group 5: Research and Development - R&D expenditures for the first half of 2025 totaled RMB 21.45 million, a 28.92% increase from the previous year, reflecting a commitment to product innovation [17]. - The company holds 76 valid patents, including 59 invention patents, indicating a robust focus on R&D [18]. - New projects are underway to develop advanced additives and materials, addressing specific market needs and enhancing product performance [19][20].