Group 1 - Company Shenzhou New Materials has experienced multiple instances of abnormal stock trading fluctuations and will be suspended from trading starting July 31, 2025, for up to three trading days [1] - The stock price of Shenzhou New Materials has increased over 1288% this year, making it the first tenfold stock of 2025 [1] - Company Yangtze Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project, with funding sourced from its own funds [2] - Yonghui Supermarket intends to raise no more than 3.992 billion yuan through a private placement of A-shares for store upgrades and logistics improvements [3] Group 2 - Chipsea Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy and competitiveness [4] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in a California federal court, with the amount in dispute yet to be determined [5] - Jinchengzi is planning to acquire 55% of the equity of Changchun Samit Optoelectronics Technology Co., Ltd., and will suspend trading starting July 31, 2025, for up to ten trading days [6] - Nanxin Pharmaceutical is in the process of planning the acquisition of a domestic pharmaceutical technology asset group, with significant uncertainty regarding whether it constitutes a major asset restructuring [7] Group 3 - Huaheng Biological is preparing to issue H-shares and list on the Hong Kong Stock Exchange to advance its global strategy [9] - Sanchao New Materials is planning a change in company control and will suspend trading starting July 31, 2025, for up to two trading days [10] - Digital Certification's controlling shareholder will change to Beijing Data Group following a transfer of state-owned shares [11] - Hongxiang Co., Ltd.'s actual controller has been placed under residential surveillance, but this will not affect the company's normal operations [12]

本次 H 股上市能否通过审议、备案和审核程序并最终实施具有较大不确定性。 公司将依据相关法律法规的规定，根据本次 H 股上市的后续进展情况及时履行信 息披露义务。本次 H 股上市尚存在较大不确定性，敬请广大投资者理性投资，注 意投资风险。 特此公告。 提示性公告 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。 安徽华恒生物科技股份有限公司（以下简称"公司"）为深入推进公司全球 化发展战略，提升品牌影响力与核心竞争力，巩固行业领先地位，充分借助国际 资本市场的资源与机制优势，优化资本结构，拓宽多元融资渠道，全面提升公司 治理水平和综合实力，正在筹划发行境外股份（H 股）并在香港联合交易所有限 公司（以下简称"香港联交所"）上市事宜（以下简称"本次 H 股上市"）。公司 正与相关中介机构就本次 H 股上市的具体推进工作进行商讨，相关细节尚未确定， 本次 H 股上市不会导致公司控股股东和实际控制人发生变化。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 科创板股票上市规则》《境内企业境外发行证券和上市管理 ...

格隆汇7月30日｜华恒生物公告，公司正在筹划发行境外股份（H股）并在香港联合交易所有限公司上 市事宜。公司正与相关中介机构就本次H股上市的具体推进工作进行商讨，相关细节尚未确定，本次H 股上市不会导致公司控股股东和实际控制人发生变化。本次H股上市能否通过审议、备案和审核程序并 最终实施具有较大不确定性。 ...

人民财讯7月30日电，华恒生物(688639)7月30日晚间公告，公司正在筹划发行境外股份(H股)并在香港 联合交易所有限公司(简称"香港联交所")上市事宜。公司正与相关中介机构就本次H股上市的具体推进 工作进行商讨，相关细节尚未确定，本次H股上市不会导致公司控股股东和实际控制人发生变化。 ...

Core Viewpoint - The company is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy, brand influence, and core competitiveness while optimizing its capital structure and broadening financing channels [1] Group 1 - The company aims to deepen its global development strategy and strengthen its industry-leading position [1] - The issuance of H-shares is part of the company's efforts to leverage international capital market resources and mechanisms [1] - The company is currently discussing specific details of the H-share listing with relevant intermediaries, and no changes to the controlling shareholder or actual controller will occur as a result of this listing [1]

Core Viewpoint - The company is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to advance its global development strategy and enhance brand influence and core competitiveness [1] Group 1 - The initiative aims to optimize the capital structure and broaden diversified financing channels [1] - The company seeks to comprehensively improve governance levels and overall strength [1] - Details regarding the H-share listing are not yet determined, and it will not lead to changes in the controlling shareholder or actual controller [1]

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The report highlights the recent price increases in key chemical products such as soda ash, organic silicon, and MDI, driven by strong demand and supply constraints [1][3] - The basic chemical sector outperformed the Shanghai and Shenzhen 300 index, with a weekly increase of 4.25% compared to 1.69% for the index, indicating a positive market sentiment [4][16] - The report suggests that the industry may be at a cyclical bottom, with a focus on supply-demand marginal changes [5] Summary by Sections Key News Tracking - The National Development and Reform Commission issued a revised method for energy consumption and carbon emission management for fixed asset investment projects, which is expected to enhance energy efficiency reviews [1][13] Product Price Monitoring - Key chemical products saw significant price changes, with organic silicon and TDI prices increasing by 11.6% and 6.8% respectively, while DMF and acetic acid prices decreased by 5.7% and 1.3% [2][26] - The report notes that 85 out of 345 tracked chemical products experienced price increases, while 79 saw declines [26] Sector Performance - The basic chemical sector's weekly performance was strong, with notable increases in synthetic resin (+21.94%), soda ash (+14.45%), and organic silicon (+9.01%) [4][18] - The report lists the top-performing stocks in the basic chemical sector, with significant gains for companies like Shangwei New Materials (+97.37%) and Henghe Precision (+64.42%) [21] Investment Insights - The report recommends focusing on sectors with stable demand and potential for recovery, such as organic silicon and amino acids, while also highlighting companies that may benefit from domestic demand [5][6] - It emphasizes the importance of supply-side reforms and cost factors in pricing strategies to mitigate market volatility [5]

Investment Rating - The report maintains a positive outlook on the pesticide industry, suggesting a "Buy" rating for key companies such as Yangnong Chemical, Lier Chemical, and Runfeng Shares [3][20]. Core Insights - The pesticide industry is experiencing a recovery due to the "Zhengfeng Zhijuan" initiative aimed at regulating the market, which has led to price increases for key products like fluorocarbon herbicides [3][4]. - The report highlights the impact of maintenance shutdowns at major production facilities, such as Wanhua's Hungarian plant, which may lead to supply shortages and price increases in the TDI market [3][4]. - The report emphasizes the potential for improved industry dynamics through the elimination of outdated production capacity, as indicated by government initiatives targeting key sectors [3][4]. Summary by Sections Industry Dynamics - Current macroeconomic conditions indicate a stable global GDP growth of 2.8%, with oil demand expected to rise despite some slowdown due to tariffs [4]. - The report notes that coal prices are expected to decline in the medium to long term, alleviating pressure on downstream industries [4]. Chemical Prices - Recent price movements include a 15% increase in the price of Lier Chemical's fluorocarbon herbicide and a similar rise for Zhongqi Shares [3][11]. - The report mentions that the price of TDI is expected to rise due to low global inventory levels and potential supply disruptions from maintenance activities [3][4]. Investment Recommendations - The report suggests focusing on traditional cyclical stocks and specific sectors such as coal chemical, real estate chain, and agricultural chemicals, highlighting companies like Wanhua Chemical and Hualu Hengsheng [3][20]. - Growth stocks with recovery potential are identified, including semiconductor materials and OLED panel materials, with specific companies recommended for investment [3][20].

Investment Rating - The report maintains a positive outlook on the chemical industry, with specific buy and hold recommendations for various companies [2][20]. Core Insights - The report highlights the closure of Dow's organic silicon production capacity in Barry, UK, which is expected to increase domestic export demand and support the upstream industrial silicon costs, indicating a potential reversal in the organic silicon industry [4][5]. - The demand for high-end AI PCBs is projected to surge due to the continuous growth in computing power requirements, driven by GPU, ASIC, and 800G switch technologies [4]. - The report notes that the recent tariff announcements from the US on imports from Southeast Asia are lower than expected, stabilizing pessimistic market sentiments [4]. Industry Dynamics - The macroeconomic outlook for the chemical industry indicates a significant increase in oil supply led by non-OPEC countries, with a stable global GDP growth rate of 2.8% [5]. - The report mentions that coal prices are expected to decline in the medium to long term, alleviating pressure on downstream sectors [5]. - Natural gas exports from the US are anticipated to accelerate, potentially lowering import costs [5]. Company Recommendations - Companies to watch in the organic silicon sector include Dongyue Silicon Materials, Xin'an Chemical, and Xingfa Group [4]. - In the PCB sector, recommended companies include Shengquan Group, Dongcai Technology, Lianrui New Materials, Yake Technology, Tiancheng Technology, and Jiuri New Materials [4]. - For traditional cyclical stocks, the report suggests focusing on leading companies in various segments such as Wanhu Chemical, Hualu Hengsheng, and Baofeng Energy [4]. Price Trends - The report provides specific price movements for various chemical products, such as PTA prices decreasing by 2.8% to 4715 RMB/ton, while MEG prices increased by 0.7% to 4409 RMB/ton [11]. - Urea prices rose by 2.9% to 1800 RMB/ton, while phosphate prices remained stable [12]. - The report notes that the price of DMC increased by 1.9% to 11000 RMB/ton, indicating a recovery in the organic silicon market [15].

Core Viewpoint - The company announced a cash dividend of 0.25 yuan per share, approved at the 2024 annual general meeting held on May 13, 2025 [1]. Summary by Relevant Sections Dividend Distribution Plan - The company plans to distribute a cash dividend of 2.50 yuan (including tax) for every 10 shares held, with no capital reserve transfer or bonus shares issued [2]. - The total number of shares eligible for the dividend distribution is 249,619,093 shares after excluding 496,600 shares held in the repurchase account [2]. - The total cash dividend to be distributed amounts to approximately 62,404,773.25 yuan (including tax) [2]. Ex-Dividend Calculation - The ex-dividend reference price is calculated as (previous closing price - 0.2495 yuan) [4]. - The cash dividend per share is approximately 0.2495 yuan after adjusting for the total shares participating in the distribution [4]. Implementation Details - Shares held in the repurchase account will not participate in the profit distribution or capital increase [5]. - Cash dividends will be distributed through the China Securities Depository and Clearing Corporation Limited Shanghai Branch to shareholders registered by the end of the trading day on the record date [5]. Taxation Information - For individual shareholders holding unrestricted shares for over one year, the dividend income is exempt from personal income tax, resulting in a net cash dividend of 0.25 yuan per share [7]. - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution, but tax will be calculated upon the sale of the shares [7]. - For qualified foreign institutional investors (QFII), a 10% withholding tax will apply, resulting in a net cash dividend of 0.225 yuan per share [9]. Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the Securities Investment Department at 0551-65689046 [10].