南财智讯10月30日电，德龙汇能公告，公司股票交易价格连续2个交易日（2025年10月29日、10月30 日）收盘价格涨幅累计偏离20.98%，根据深圳证券交易所的有关规定，属于股票交易异常波动情况。 针对股价异动，公司进行了核实并披露：前期信息披露无需要更正或补充之处；近期无可能对公司股价 产生较大影响的未公开重大信息；经营情况及内外部环境未发生重大变化。公司控股股东于2025年10月 28日与东阳诺信芯材企业管理合伙企业(有限合伙)签订《股份转让协议》，拟通过协议转让方式转让公 司29.64%股份，转让价格为9.41元/股，交易价款合计10亿元。本次转让不触及要约收购，亦不构成关 联交易。若完成，公司控股股东将变更为诺信芯材，实际控制人将变更为孙维佳女士。受让方在转让完 成后十八个月内不得减持所受让股份。该事项尚需深圳证券交易所合规性确认及办理过户等手续，存在 重大不确定性。除上述事项外，公司及控股股东不存在应披露而未披露的重大事项，异动期间控股股东 和实际控制人未买卖公司股票。董事会确认目前无其他应披露而未披露事项，未获悉对股价有重大影响 的信息。公司已披露《2025年三季度报告》，不存在需业绩预告的情 ...

德龙汇能集团股份有限公司 2025 年第三季度报告 证券代码：000593 证券简称：德龙汇能 公告编号：2025-065 德龙汇能集团股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 | | 本报告期 | 本报告期比上年 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 同期增减 | | 年同期增减 | | 营业收入（元） | 409,754,270.61 | -4.27% | 1,299,316,376.16 | 1.56% | | 归属于上市公司股东的 | 70,184.83 | -99.38% | 24,777,565.58 | -41.47% | | 净利润（元） | | | | | | 归属于上市公司股东的 扣除非经常性损益的净 | 197,176.58 | -98.37% | 24,761,310.39 | -36.61% | | 利润（元） | | | | | | 经营活动产生的现金流 | — | — | 46,606,171.51 | ...

Group 1 - The core viewpoint of the news is that the Artemisinin concept sector experienced a slight increase of 0.40%, ranking 9th among concept sectors in terms of growth, with two stocks rising and several others declining [1] - Among the stocks in the Artemisinin concept sector, Delong Huineng reached a daily limit increase, while Baihua Pharmaceutical, Fosun Pharmaceutical, and Zhejiang Pharmaceutical saw declines of 1.91%, 1.42%, and 1.30% respectively [1] - The overall market saw a net outflow of 300 million yuan from the Artemisinin concept sector, with only one stock, Rundu Co., receiving a net inflow of 246,700 yuan, marking it as the top stock in terms of net inflow [2] Group 2 - The top-performing concept sectors today included China-Korea Free Trade Zone with an increase of 1.45%, while the worst-performing sector was the military equipment restructuring concept, which fell by 2.91% [2] - The trading volume and turnover rates for stocks in the Artemisinin concept sector varied, with Rundu Co. showing a turnover rate of 1.66% and a slight decline of 0.23%, while other stocks like Baihua Pharmaceutical and Zhejiang Pharmaceutical experienced larger declines and negative net inflows [2]

Core Insights - Delong Energy has experienced a significant stock price increase, achieving a limit-up for three consecutive trading days, with a total rise of 33.08% during this period [2][2][2] Company Performance - As of October 29, the stock price reached 10.54 yuan, with a turnover rate of 0.64% and a trading volume of 2.3073 million shares, amounting to a transaction value of 24.3185 million yuan [2][2][2] - The stock's limit-up order amount reached 239 million yuan, indicating strong investor interest [2][2][2] - The total market capitalization of Delong Energy in the A-share market is 3.78 billion yuan, with a circulating market value of 3.778 billion yuan [2][2][2] Margin Trading Data - The latest margin trading balance for Delong Energy as of October 29 is 97.8944 million yuan, with a financing balance of 97.8925 million yuan, reflecting a decrease of 5.31% compared to the previous trading day [2][2][2] - Over the past three days, the margin trading balance has increased by 11.1041 million yuan, representing a growth of 12.79% [2][2][2] Recent Trading Activity - The stock has shown notable daily performance, with the following key metrics: - October 29: +9.99% increase, turnover rate of 1.06%, net inflow of 22.792 million yuan - October 24: +9.97% increase, turnover rate of 15.47%, net inflow of 50.0028 million yuan - October 23: +3.39% increase, turnover rate of 5.77%, net inflow of 3.2845 million yuan [2][2][2]

Core Viewpoint - Delong Huineng (000593) resumed trading today with a limit-up at 9.58 CNY per share, resulting in a total market capitalization of 3.436 billion CNY. The company announced a share transfer agreement where its controlling shareholder, Beijing Dingxin Ruitong Technology Development Co., Ltd., will transfer 106 million shares (29.64% of total shares) to Dongyang Noxin Chip Material Enterprise Management Partnership (Limited Partnership) for a total price of 1 billion CNY at 9.41 CNY per share [1][3]. Group 1: Share Transfer Details - The share transfer will change the controlling shareholder from Dingxin Ruitong to Noxin Chip Material, with the actual controller changing from Ding Liguan to Sun Weijia [3]. - Noxin Chip Material was established only three months ago and has not yet commenced business operations. Its limited partner, Dongyang Caizhi Industrial Development Co., Ltd., has a state-owned background and holds a 49% partnership share in Noxin Chip Material [3]. Group 2: Company Background and Financials - Delong Huineng, founded in 1993 and listed in 1996, primarily engages in urban pipeline gas supply, LNG/CNG production, and distributed energy investment and operation [6]. - In the first half of this year, Delong Huineng reported revenue of 889.6 million CNY, a year-on-year increase of 4.49%, while net profit attributable to shareholders decreased by 20.25% to 24.71 million CNY [7].

Core Viewpoint - Delong Huineng (000593.SZ) experienced a stock price surge, closing at the daily limit on October 29, following a significant announcement regarding a change in company control [1] Group 1: Company Announcement - Delong Huineng announced that its controlling shareholder, Dingxin Ruitong, signed a share transfer agreement with Noxin New Materials on October 28, 2025, to transfer 106 million shares, representing 29.64% of the total share capital, at a price of 9.41 CNY per share, significantly higher than the pre-suspension price of 8.71 CNY per share [1] - The total transaction value amounts to 1 billion CNY, and the stock resumed trading on October 29 [1] - The change in equity does not trigger a mandatory tender offer, and if the transaction proceeds smoothly, the controlling shareholder will change to Noxin New Materials, with the actual controller becoming Sun Weijia [1] Group 2: Noxin New Materials - Noxin New Materials was established on July 24, 2025, and has not yet commenced business operations or published financial data [3] - The company is controlled by Dongyang Jiyichangqing Enterprise Management Co., Ltd. and Dongyang Dongwang Holdings Co., Ltd., holding 52.22% and 47.78% of shares, respectively [3] - Sun Weijia, the ultimate controller of Noxin New Materials, serves as the legal representative for ten companies, including as chairman of Kuiruisi Semiconductor Technology (Dongyang) Co., Ltd. [4] Group 3: Kuiruisi Semiconductor Technology - Kuiruisi, established in 2023, focuses on the research, design, manufacturing, sales, and technical services of high-end packaging substrates, primarily for high-performance chips [8] - The company’s FCBGA packaging substrate project entered production in September 2025, addressing the domestic shortage of high-end packaging substrates [9] - Zhongtian Jingzhuang (002989.SZ) holds a 27.99% indirect stake in Kuiruisi, aligning with its strategic transformation towards the semiconductor industry [9]

Core Viewpoint - Delong Huineng (000593.SZ) experienced a stock price surge following the announcement of a change in control, with shares closing at 9.58 yuan, marking a significant market reaction to the news of a new major shareholder [1] Summary by Sections Shareholder Change - Delong Huineng announced that its controlling shareholder, Beijing Dingxin Ruitong Technology Development Co., Ltd., signed a share transfer agreement with Dongyang Noxin Chip Material Enterprise Management Partnership (Limited Partnership), transferring 106 million shares, representing 29.64% of the total share capital, for a total consideration of 1 billion yuan at a price of 9.41 yuan per share [1][2] - After the transfer, Noxin Chip Material will hold 29.64% of the shares, while Dingxin Ruitong's stake will decrease to 2.36% [1][3] Background of New Shareholder - Noxin Chip Material was established on July 24, 2025, with a registered capital of 1.008 billion yuan and has not yet commenced business operations [3] - The ultimate control of Noxin Chip Material lies with Sun Weijia, who also controls other semiconductor-related enterprises, suggesting potential strategic moves in the semiconductor sector following the acquisition [4][7] Historical Context of Delong Huineng - Delong Huineng has undergone four ownership changes since its listing, with its business focus shifting multiple times, originally starting as a retail company before transitioning to pharmaceuticals and then to gas and energy [8][9] - The company was renamed from Datong Gas to Delong Huineng in 2022, reflecting its current focus on integrating traditional gas operations with new energy initiatives, including hydrogen and solar energy [9][11] Financial Performance - Despite revenue growth from 631 million yuan in 2018 to 1.737 billion yuan in 2024, the company has faced challenges in profitability, with cumulative losses of 208 million yuan during the same period [11] - The company is currently involved in legal proceedings regarding a subsidiary's failure to meet profit commitments, which may impact its financial stability [11]

Core Insights - The gas sector experienced a rise of 1.43% on October 29, with Delong Huineng leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Gas Sector Performance - Delong Huineng (000593) saw a closing price of 9.58, with a significant increase of 9.99% and a trading volume of 38,200 shares, amounting to 36.55 million yuan [1] - Xin'ao Co. (600803) closed at 19.15, up 4.25%, with a trading volume of 234,200 shares and a transaction value of 439 million yuan [1] - Other notable performers included Kaitan Gas (920010) with a 3.94% increase, closing at 13.97, and Fuan Energy (002911) with a 3.02% increase, closing at 12.62 [1] Capital Flow Analysis - The gas sector saw a net inflow of 33.11 million yuan from main funds, while retail funds experienced a net inflow of 75.86 million yuan [2] - Notable net inflows from main funds included Fuan Energy (002911) with 42.44 million yuan and Xin'ao Co. (600803) with 40.47 million yuan [3] - Conversely, retail funds showed a net outflow from several companies, including Delong Huineng (000593) with a net outflow of 11.83 million yuan [3]

Core Viewpoint - Delong Huineng Group Co., Ltd. is undergoing a change in control, with a transaction partner proposing to acquire controlling interest for 1 billion yuan, leading to a stock price surge upon resumption of trading [1]. Group 1: Control Change Announcement - Delong Huineng received notification from its controlling shareholder, Beijing Dingshin Ruitong Technology Development Co., Ltd., regarding a signed intention agreement with Dongyang Noxin Chip Material Enterprise Management Partnership, which may lead to a change in control [1]. - The company announced that it has signed a share transfer agreement, intending to transfer 106 million shares, representing 29.64% of its total share capital, to Noxin Chip Material at a price of 9.41 yuan per share, totaling 1 billion yuan [1]. Group 2: Market Reaction - Following the announcement, Delong Huineng's stock price reached 9.58 yuan per share, reflecting a 9.99% increase as of the midday break on October 29 [3]. Group 3: Business Overview - Delong Huineng aims to become a leading clean energy supply service provider, with urban gas business as its core operation, utilizing an integrated operation model of "resources + pipeline + terminal" [3]. - The company has obtained operating rights in multiple regions, serving a total of 558,000 users, including residential and various commercial users, as of mid-2025 [3]. - For the first half of 2025, Delong Huineng reported revenue of 890 million yuan, a year-on-year increase of 4.49%, while net profit attributable to shareholders decreased by 20.25% to 24.71 million yuan [3]. - The company plans to focus on its clean energy core business, upgrade traditional operations, and expand into hydrogen and photovoltaic industries, aiming to provide high-quality comprehensive services [3].

Group 1 - The core point of the news is that Delong Huineng (000593.SZ) has experienced a significant stock price increase due to the announcement of a potential change in control following a share transfer agreement with Noxin New Materials [1][2] - Delong Huineng's stock price reached a limit increase of 9.99%, closing at 9.58 yuan, after a previous trading day where it also hit the limit increase of 9.97% at 8.71 yuan [1] - The company announced that it would resume trading on October 29, 2025, after being suspended due to the uncertainty surrounding the control change [1] Group 2 - The controlling shareholder, Beijing Dingshin Ruitong Technology Development Co., Ltd., signed a share transfer agreement with Noxin New Materials to transfer 106,280,700 shares, representing 29.64% of the total share capital, at a price of 9.41 yuan per share, totaling 1 billion yuan [2] - This equity change does not trigger a mandatory tender offer, and if the transaction proceeds, the controlling shareholder will change to Noxin New Materials, with the actual controller becoming Sun Weijia [2] - There is no relationship between the parties involved in the transaction, ensuring an independent transfer of control [2]