每经AI快讯，海螺新材（SZ 000619，收盘价：6.18元）9月29日晚间发布公告称，公司拟收购河南省华 北工业塑料有限公司51%股权，交易价格9526.8万元，最终价格根据双方管理权移交时资产负债盘点确 认的账面价值与评估基准日账面价值的差额进行调整。 截至发稿，海螺新材市值为27亿元。 每经头条（nbdtoutiao）——重磅解读！中国将不寻求WTO新的特殊和差别待遇，意味着什么？ （记者 王晓波） 2025年1至6月份，海螺新材的营业收入构成为：建材占比82.57%，环保新材料占比9.88%，其他行业及 服务占比7.54%。 ...

人民财讯9月29日电，海螺新材（000619）9月29日公告，公司拟收购河南省华北工业塑料有限公司(简 称"华北塑料")51%股权，交易价格9526.80万元，本次收购完成后，公司将持有华北塑料51%股权，华 北塑料将成为公司控股子公司，纳入公司合并报表范围。华北塑料主要生产经营高分子低噪音托辊、改 性超高分子量聚乙烯管材管件等系列产品。公司与华北塑料同属塑料制品行业，产业关联度高，易于实 现产业整合与协同发展。 ...

证券代码：000619 证券简称：海螺新材 公告编号：2025-56 海螺（安徽）节能环保新材料股份有限公司 关于收购河南省华北工业塑料有限公司 51%股权的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、海螺（安徽）节能环保新材料股份有限公司（以下简称"公司"）拟收 购河南省华北工业塑料有限公司（以下简称"华北塑料"）51%股权，交易价格 9,526.80 万元，最终价格根据双方管理权移交时资产负债盘点确认的账面价值 与评估基准日账面价值的差额进行调整。 2、本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。本次交易属公司董事会审批权限，无需提交公司股东会审 批。 一、交易概述 为加快公司转型发展，经过前期调研论证，公司于 2025 年 9 月 28 日召开了 第十届董事会第二十二次会议，审议通过了《关于收购河南省华北工业塑料有限 公司 51%股权的议案》，同意公司收购王好占及王艳敏分别持有的华北塑料 11%、 40%股权（合计 51%股权）。交易价格以 2025 年 7 月 31 日为评估基准日，以具 ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 301182 | 凯旺科 技 | 17.68 | 13.46 | 35.77 | 41.21 | 15.21 | | 002785 | 万里石 | 10.01 | 7.18 | 30.51 | 33.41 | 9.52 | | 000985 | 大庆华 科 | 10.00 | 4.46 | 18.19 | 19.91 | 9.44 | | 430090 | 同辉信 息 | 6.20 | 9.10 | 7.69 | 8.05 | 4.69 | | 000995 | 皇台酒 业 | 5.17 | 7.80 | 14.22 | 14.86 | 4.47 | | 601990 | 南京证 券 | 4.09 | 1.19 | 8.33 | 8.66 | 4.00 | | 600155 | 华创云 信 | 4.26 | 1.80 | 7.31 | 7.58 | ...

Market Overview - The Shanghai Composite Index is at 3832.05 points, above the six-month moving average, with a slight increase of 0.10% [1] - The total trading volume of A-shares today is 940.447 billion yuan [1] Stocks Performance - A total of 117 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Kaiwang Technology (9.08%) - Liwang Co., Ltd. (6.87%) - Shenghui Technology (6.51%) [1] - Other stocks that have just crossed the six-month moving average with smaller deviation rates include: - China Merchants Securities - Renxin New Materials - Jihigh Development [1] Detailed Stock Data - The top three stocks with the highest daily increase and their respective metrics are: - Kaiwang Technology: 9.71% increase, 7.19% turnover rate, latest price 38.42 yuan [1] - Liwang Co., Ltd.: 13.11% increase, 12.32% turnover rate, latest price 30.03 yuan [1] - Shenghui Technology: 9.64% increase, 9.67% turnover rate, latest price 7.51 yuan [1] - Additional stocks with notable performance include: - Yuejian Intelligent: 5.39% increase, 1.95% turnover rate, latest price 16.03 yuan [1] - Haixing Electric: 4.15% increase, 1.24% turnover rate, latest price 28.13 yuan [1] Additional Stocks with Minor Deviations - Stocks with minor deviations include: - Lingge Technology: 2.11% deviation [2] - Lixin Energy: 1.98% deviation [2] - Fengshan Group: 1.95% deviation [2]

新京报贝壳财经讯9月26日，海螺新材（000619）宣布旗下宁波海螺塑料型材有限责任公司年产15万平 方米铝合金智能门窗项目已顺利投产。该项目配备激光锯铣加工中心、杆件智能库、成品分拣中心等自 动化设备，通过云服务器实现软件与设备网络数字化联机，实现了门窗生产作业全流程智能化控制，有 助于推动公司门窗产业向数字化、智能化方向转型升级。 ...

二、交易进展情况 证券代码：000619 证券简称：海螺新材 公告编号：2025-54 海螺（安徽）节能环保新材料股份有限公司 关于公开挂牌出售公司部分资产的进展公告 海螺（安徽）节能环保新材料股份有限公司（以下简称"公司"）于 2025 年 8 月 8 日召开了十届二十次董事会，于 2025 年 8 月 25 日召开了 2025 年第二 次临时股东大会，审议通过了《关于拟公开挂牌出售公司部分资产的议案》，同 意公司拟通过公开挂牌的方式出售公司位于安徽省芜湖市经济技术开发区港湾 路 38 号的部分土地、房屋、厂区配套设施及配电设备等资产，挂牌底价为 9,450 万元（含增值税），挂牌价格以具有证券、期货相关业务资格的北京华亚正信资 产评估有限公司以 2025 年 4 月 30 日为基准日对上述资产的评估价值为依据，具 体交易价格将按公开挂牌竞价结果确定。同时，公司股东大会同意授权公司管理 层按照相关规定和程序办理本次出售有关事宜，包括但不限于办理公开挂牌程 序、签署相关协议、办理过户手续等（详见公司于 2025 年 8 月 9 日在《证券时 报》和巨潮资讯网刊登的《关于拟公开挂牌出售公司部分资产的公告》）。 ...

Core Viewpoint - Company conducted an online investor reception day to discuss recent performance and future development, addressing investor inquiries about recent acquisitions and financial recovery [1][2]. Group 1: Recent Acquisitions and Performance - Investors inquired about the performance of newly acquired companies, Henan Kangningte Environmental Technology Co., Ltd. and Zhengzhou Kangningte Environmental Engineering Technology Co., Ltd., with expectations for a turnaround in Q3 [1]. - Company confirmed that both acquired companies are operating normally and financial details can be found in relevant announcements [2]. Group 2: Strategic Direction and Market Position - In response to questions about continuous losses over the past five years, the company outlined its strategy to transition from plastic profiles to aluminum materials, windows, SCR denitration catalysts, and eco-friendly home products, emphasizing marketing innovation and market expansion [2]. - Company plans to continue industrial upgrades, enhance innovation, and deepen research in new materials to increase overall value [2]. Group 3: Financial Outlook and Technology Development - Company advised investors to monitor the Q3 report for revenue updates and potential profitability [3]. - Although not directly involved in large model projects, the company is focusing on technological innovation and digitalization, having implemented an industrial internet platform and financial shared services to improve internal collaboration [3]. Group 4: Stock Performance and Market Factors - Company acknowledged that stock price fluctuations are influenced by industry conditions and market sentiment, committing to enhance operational and investment strategies to create shareholder value [3].

Group 1: Company Performance and Acquisitions - The newly acquired companies have been operational for two months, and there is a focus on achieving profitability in Q3 2025 [1] - The financial status of the acquired companies can be found in the announcement dated June 18, 2025 [2] - The company is expected to report on its Q3 performance in the upcoming quarterly report [3] Group 2: Strategic Responses to Challenges - The company has faced five consecutive years of losses and is implementing strategies to address this, including transitioning to new product areas such as aluminum materials and SCR denitration catalysts [4] - Efforts are being made to enhance marketing innovation, expand into overseas markets, and optimize the industry to improve operational performance [4] - The company aims to deepen research in new materials and expand its industrial scope to enhance value for investors [4] Group 3: Market Position and Investor Relations - There are claims regarding Chery Holding pledging 41% of its stake to the company, which have been denied as inaccurate [5] - The company's stock performance has been affected by various factors, including industry conditions and market sentiment, despite overall market growth [7] - The company emphasizes its commitment to improving operational and investment strategies to create value for shareholders [7]

证券代码：000619 证券简称：海螺新材 公告编号：2025-53 特此公告。 海螺（安徽）节能环保新材料股份有限公司董事会 2025 年 9 月 10 日 1 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，海螺（安徽）节能环保新材料股份有限公司 （以下简称"公司"）将参加由安徽证监局指导，安徽上市公司协会与深圳市全景网络 有限公司联合举办的"2025 年安徽上市公司投资者网上集体接待日"，现将相关事项 公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP,参与本 次互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。届时公司高管将在 线就公司业绩、公司治理、发展战略、经营状况和可持续发展等投资者关心的问题， 与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 海螺（安徽）节能环保新材料股份有限公司 关于参加 2025 年安徽辖区上市公司投资者 网上集体接待日活动的公告 ...