呈和科技：拟收购映日科技不低于51%股权 预计将构成重大资产重组 智通财经4月8日电，呈和科技(688625.SH)公告称，公司及关联方拟以现金方式收购芜湖映日科技股份 有限公司合计不低于51%股权，标的公司100%股份的整体估值预计为人民币18亿元。本次交易预计将 构成重大资产重组，但不涉及公司发行股份，也不会导致公司控制权的变更。标的公司主营高性能溅射 靶材，与呈和科技产品在化学合成工艺上有高度协同性，收购有助于双方在技术、供应链等方面实现优 势互补。公司预计将于6个月内披露本次交易相关的预案或正式方案。 ...

Macroeconomic Insights - China will impose a 34% tariff on all imports from the United States starting April 10, 2025, which is expected to significantly reduce agricultural imports from the U.S. [3] - In 2024, China imported agricultural products worth $24.9 billion from the U.S., with major imports including soybeans (22.1 million tons), sorghum (5.7 million tons), corn (2.1 million tons), and wheat (1.9 million tons) [3]. Agricultural Sector - The increase in tariffs is likely to enhance domestic grain prices and benefit the planting industry chain, emphasizing the need for self-sufficiency in grain production [3]. - The report highlights the importance of technological advancements in agriculture, particularly in genetically modified and gene-edited crops, which are expected to accelerate, benefiting seed companies with leading technology reserves [3]. - The report recommends focusing on companies that are actively expanding their domestic brands in the pet food sector, such as Guibao Pet and Zhongchong Co., which primarily generate revenue from domestic sales [4]. Livestock Industry - The report indicates that the pig farming sector is expected to see a significant improvement in profitability for the 2024 annual report and the first quarter of 2025, driven by favorable pig prices and reduced costs [5]. - The analysis of March's supply and demand dynamics in the pig farming industry shows a balanced market, but a potential downward trend in prices is anticipated if there is no support from state reserves [4][5]. Investment Recommendations - Recommended stocks in the poultry sector include Shengnong Development, Yisheng Shares, and Lihua Shares; for the post-cycle sector, recommended stocks are KQ Bio, Haida Group; in the pig farming sector, recommended stocks include Muyuan Foods, Wens Foodstuff Group, Tiankang Bio, and Shennong Group [7]. - In the seed industry, recommended stocks include Fengle Seed Industry, Quanyin High-Tech, Longping High-Tech, and Dabeinong [7]. - In the pet sector, recommended stocks are Guibao Pet, Zhongchong Co., and Ruipu Bio [7]. Chemical Industry - The report suggests that the imposition of a 34% tariff on U.S. imports will accelerate the domestic substitution process for chemical products, particularly in high-end markets [17]. - Beneficiary products include lubricant additives, nucleating agents, adsorption separation resins, and nano-silica, with specific companies recommended for investment [19]. Rare Earth Industry - The report maintains an "overweight" rating on the rare earth sector, anticipating that the recent tariffs will enhance China's strategic advantages in rare earth production and lead to price increases due to supply-demand mismatches [22]. - The export control measures on heavy rare earths are expected to stimulate overseas stockpiling, further driving up prices [23]. Insurance Sector - The insurance sector is projected to see stable growth in 2025, with a focus on improving asset-liability matching strategies [25]. - The report recommends increasing holdings in companies like China Pacific Insurance and New China Life Insurance, which are expected to benefit from improved investment returns and stable business strategies [40].

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Bromine prices continue to rise, with a 15.12% increase this week, reaching 33,385 RMB/ton, following a 20.83% rise last week, and showing an 85.47% year-on-year increase [3][4] - The refrigerant sector remains strong, with R32 prices at 48,000 RMB/ton, up 5.49% from last week, driven by seasonal demand [4][5] - EVA prices have stabilized and slightly rebounded, with an average market price of 11,443 RMB/ton, reflecting a 5.47% increase since the beginning of the year [4][5] Summary by Sections 1. Sub-industry and Product Tracking - Bromine prices have shown a significant increase due to seasonal demand and supply constraints, with a current price of 33,385 RMB/ton [3][4] - Refrigerant prices are on the rise, with R32 at 48,000 RMB/ton and R125 at 45,000 RMB/ton, indicating strong market performance [4][9] - EVA prices have stabilized, with a slight rebound observed, maintaining a market average of 11,443 RMB/ton [4][42] 2. Key Industry Trends - The fluorochemical sector is experiencing a demand surge, particularly in refrigerants, with major price increases noted [5][11] - The low-altitude economy and robotics industry are expected to drive demand for new materials, such as carbon fiber and ultra-high molecular weight polyethylene [5][25] - The semiconductor materials market is growing, with China's market size increasing from 52.5 billion RMB to 95.1 billion RMB from 2017 to 2023, reflecting a CAGR of 10% [16][19] 3. Company Announcements and Industry News - Key companies in the bromine market include those involved in the production of flame retardants and pharmaceutical intermediates [3][4] - Companies like Juhua Co. and Sanmei Co. are recommended for investment due to their strong performance in the fluorochemical sector [5][11] - The report highlights the importance of domestic semiconductor material manufacturers as the industry moves towards greater localization [18][19]

上述股份来源为协议转让取得的股份,详细情况详见公司于 2024 年 4 月 30 日在上海证 券交易所网站（www.see.com.cn）披露的《关于持股 5%以上股东协议转让公司股份完成过户 登记的公告》（公告编号：2024-022）。 证券代码：688625 证券简称：呈和科技 公告编号：2025-009 呈和科技股份有限公司 关于股东提前终止减持计划暨减持结果公告 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： 大股东持有的基本情况 在本次减持计划实施前，呈和科技股份有限公司（以下简称"公司"）股东崔皓持有公司 股份 7,000,000 股，占公司总股本的 5.17%。 减持计划的实施结果情况 公司于 2025 年 1 月 24 日在上海证券交易所（www.sse.com.cn）披露了《持股 5%以上股 东减持股份计划公告》（公告编号：2025-006），公司股东崔皓因自身资金需求，计划从 2025 年 2 月 24 日至 2025 年 5 月 23 日，通过集中竞价交易或大宗交易方式减持公 ...

Financial Performance - Total revenue for 2024 reached RMB 882,052,119.32, representing a year-on-year increase of 10.31%[4] - Operating profit amounted to RMB 290,065,324.14, up 10.16% compared to the previous year[4] - Net profit attributable to shareholders was RMB 250,175,409.44, reflecting a growth of 10.64% year-on-year[4] - Basic earnings per share rose to RMB 1.85, marking a 10.12% increase from the previous year[4] Assets and Equity - The company's total assets at the end of the reporting period were RMB 3,304,323,509.71, a slight decrease of 0.19% from the beginning of the period[6] - Shareholders' equity attributable to the parent company increased by 6.55% to RMB 1,360,642,781.89[6] Strategic Focus - The company has focused on enhancing product technology innovation and expanding market share through differentiated competition strategies[7] - The company continues to implement cost reduction and efficiency enhancement strategies to improve operational efficiency[7] Reporting Notes - There were no projects with a change in magnitude exceeding 30% during the reporting period[7] - The financial data presented is preliminary and subject to final confirmation in the annual report[8]

重要内容提示： 本次权益变动属于股东履行此前已披露的减持股份计划，不触及要约收购。 本次权益变动后，股东崔皓持有呈和科技股份有限公司（以下简称"公司"）股份数量 由7,000,000股减少至6,766,400股，占公司目前总股本的比例由减持前的5.17%减少至5.00%。 本次权益变动为持股5%以上非第一大股东减持,不会导致公司的实际控制人发生变化。 公司于2025年2月26日收到股东崔皓发来的《关于股份减持计划实施情况告知函》及《简 式权益变动报告书》，现将其有关权益变动情况公告如下： 证券代码：688625 证券简称：呈和科技 公告编号：2025-007 呈和科技股份有限公司 关于持股5%以上股东权益变动的提示性公告 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。 二、本次权益变动前后，信息披露义务人持有公司股份情况 | 股东名称 | 股份性质 | 本次权益变动前 | | 本次权益变动后 | | | --- | --- | --- | --- | --- | --- | | | | 持股数 | 持股比例 | ...

上市公司名称：呈和科技股份有限公司 股票简称：呈和科技 股票代码：688625 股票上市地点：上海证券交易所 呈和科技股份有限公司 简式权益变动报告书 信息披露义务人信息 姓名：崔皓 住所/通讯地址：北京市昌平区天通西苑****** 股份变动性质：减持股份，持股比例触及 5% 签署日期：2025 年 2 月 26 日 1 / 14 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称为《证券法》）、 《上市公司收购管理办法》（以下简称《收购管理办法》）、《公开发行证券的公司信 息披露内容与格式准则第 15 号-权益变动报告书》（以下简称《准则 15 号》）及其他 相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信息 披露义务人公司章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购管理办法》《准则 15 号》的规定，本报告书已全面披 露信息披露义务人在呈和科技股份有限公司中拥有权益的股份变动情况。 四、截止本报告书签署之日，除本报告书披露的持股信息外，信息披露义务人没有 通过任何其他方式增加或减少其在呈和科 ...

证券代码：688625 证券简称：呈和科技 公告编号：2025-006 呈和科技股份有限公司 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： 大股东持股的基本情况 截止本公告披露日，呈和科技股份有限公司（以下简称"呈和科技"或"公司"） 股东崔皓持有公司股份 7,000,000 股，占公司总股本的 5.17%。 上述股份来源为协议转让取得的股份,详细情况详见公司于 2024 年 4 月 30 日 披露于上海证券交易所网站（www.see.com.cn）的《关于持股 5%以上股东协议转让 公司股份完成过户登记的公告》（公告编号：2024-022）。 减持计划的主要内容 二、减持计划的主要内容 | 股东 | 计划减持 | 计划减 | | | | 减持合理 | 拟减持 | 拟减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 数量 | 持比例 | 减持方式 | | 减持期间 | 价格区间 ...

呈和科技股份有限公司 舆情管理制度 （2025 年 1 月制定） 第一章 总则 第一条 为提高呈和科技股份有限公司（以下简称"公司"）应对各类舆情 的能力，建立快速反应和应急处置机制，正确把握和引导网络舆论导向，及时、 妥善处理各类舆情对公司股价、公司商业信誉及正常生产经营活动造成的影响， 切实保护投资者合法权益，根据《上市公司监管指引第 10 号——市值管理》《上 海证券交易所科创板股票上市规则》等相关法律、法规、规范性文件和《呈和科 技股份有限公司章程》（以下简称《公司章程》）制定本制度。 第二条 本制度所称"舆情"包括但不限于： （一）报刊、电视、网络等媒体对公司进行的负面报道； （二）社会上存在的已经或将给公司造成不良影响的传言或信息； （三）可能或者已经影响社会公众投资者投资取向，造成股价异常波动的信 息； （四）其他涉及公司信息披露且可能对公司股票及其衍生品交易价格产生较 大影响的事件信息。 第三条 舆情分为重大舆情与一般舆情： 1 组织、快速反应、协同应对。注重职能部门的响应与协作，提高防范声誉风险和 处置声誉事件的能力和效率。 第五条 董事长作为公司舆情管理工作第一责任人，负责领导各类舆情处理 ...

证券代码：688625 证券简称：呈和科技 公告编号：2025-005 呈和科技股份有限公司 2024 年中期权益分派实施公告 本公司董事会及全体董事保证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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/1/20 | 2025/1/21 | 2025/1/21 | 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，上市 公司回购专用证券账户中的股份不享有股东大会表决权、利润分配、公积金转增股本、认购 新股等权利。因此，公司通过回购专用证券账户所持有的本公司股份，不参与本次权益分派。 3. 差异化分红送转方案： 是否涉及差异化分红送转：是 每股分配比例 每股现金红利 0.35 元 相关日期 （1）公司分别于 2024 年 12 月 18 日和 2025 年 1 ...