9月29日晚间，海螺(安徽)节能环保新材料股份有限公司(以下简称"海螺新材（000619）")发布公告称， 公司拟以9527万元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，交易完成后华北 塑料将成为其控股子公司，并纳入公司合并报表范围。 上海大学悉尼工商学院讲师王雨婷对《证券日报》记者表示，此次海螺新材收购股权计划，不仅是公司 寻求新业务发展的体现，也折射出传统企业在产业升级中的转型逻辑。 作为以PVC型材为核心业务的企业，海螺新材正处于行业发展瓶颈期。隆众资讯数据显示，截至目前， 国内PVC行业库存为130.05万吨，环比增加1.11%，PVC社会库存为95.37万吨，环比增加2.03%。 此外，海螺新材2025年上半年营收24.01亿元，同比下降9.70%，而归母净利润则亏损2899.82万元。在 此背景下，布局高附加值的高分子材料领域，成为突破业务增长瓶颈重要选择之一。 在技术层面，华北塑料的改性材料研发能力与海螺新材的规模化生产技术结合，可快速突破高端产品壁 垒，摆脱对传统PVC型材的依赖。在渠道方面，华北塑料的产品已销往全国多地，其成熟的销售网络与 海螺新材的建材渠道形成联动， ...

Group 1 - Pingzhi Information has been selected as the eighth candidate for the "2025 China Unicom General Server Centralized Procurement Project" with a bid amount of approximately 451 million yuan [1] - The project involves the procurement of general servers primarily for cloud computing infrastructure [1] - Pingzhi Information was established in November 2002 and focuses on communication equipment, computing power, and operator equity products [1] Group 2 - Betta Pharmaceuticals has submitted an application for the issuance of H shares and listing on the Hong Kong Stock Exchange [2] - Betta Pharmaceuticals was founded in January 2003 and specializes in the production and sales of innovative drugs [2] Group 3 - Guangli Micro plans to sign an agreement with Zhejiang University to establish a joint research center for silicon photonics technology and measurement equipment [3] - The company will invest no less than 15 million yuan over three years for the center's development [3] - Guangli Micro was founded in August 2003 and provides a range of services including integrated circuit manufacturing and design [3] Group 4 - Shanhe Pharmaceutical's controlling shareholder and actual controller has changed due to the passing of Yin Zhenglong, with his wife and daughter inheriting shares [4] - After the change, Wu Changhong holds 20.172% of the total shares, while Yin Zhiya holds 6.724% [4] - Shanhe Pharmaceutical was established in April 2001 and focuses on the research, production, and sales of pharmaceutical excipients [5] Group 5 - Hengwei Technology plans to acquire 75% of Shanghai Shuhang Information Technology Co., Ltd. through a combination of share issuance and cash payment [6] - The acquisition will make Shuhang Technology a subsidiary of Hengwei Technology [6] - Hengwei Technology was founded in March 2003 and specializes in intelligent system solutions [7] Group 6 - Shougang Co. intends to repurchase its A-shares for an amount between 260 million yuan and 520 million yuan [8] - The repurchase will be used for implementing an equity incentive plan [8] - Shougang Co. was established in October 1999 and focuses on the production and sales of steel products [9] Group 7 - Pulit plans to build a 6GWh sodium-ion battery production base in Sichuan with a total investment of approximately 800 million yuan [10] - The project will be constructed in two phases, with the first phase having a capacity of 2GWh [10] - Pulit was founded in October 1999 and specializes in high polymer new materials and battery production [10] Group 8 - Saisir has proposed a cash dividend of 3.1 yuan per 10 shares for its A-share shareholders [10] - Saisir was established in May 2007 and focuses on the research, manufacturing, and sales of new energy vehicles [10] Group 9 - Guangyang Co. plans to establish a wholly-owned subsidiary for the development of precision components for robots [11] - The investment is part of a project to produce high-end components for new energy vehicles and robots [11] - Guangyang Co. was founded in April 1995 and specializes in precision components for various vehicles and equipment [11] Group 10 - Conch New Materials intends to acquire a 51% stake in North China Industrial Plastics Co., Ltd. for approximately 95.27 million yuan [12] - The acquisition will make North China Plastics a subsidiary of Conch New Materials [12] - Conch New Materials was established in October 1996 and focuses on the production and sales of plastic profiles and aluminum profiles [12] Group 11 - Daikin Heavy Industries has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [13] - The company specializes in the production and sales of offshore wind power equipment [13] - Daikin Heavy Industries was founded in September 2003 [13] Group 12 - Tengya Precision plans to invest up to 8 million USD to establish a subsidiary in Vietnam for the production of garden robots and electric tools [14] - The project will involve leasing a factory in Dong Nai Province [14] - Tengya Precision was established in August 2000 and focuses on power tools and building hardware [15] Group 13 - Luoxin Pharmaceutical plans to raise up to 207 million yuan through a private placement for innovative drug research and development [16] - The funds will primarily support clinical research for specific innovative drugs [16] - Luoxin Pharmaceutical was founded in May 1998 and specializes in pharmaceutical product development [17] Group 14 - *ST Guohua's subsidiary has become the first candidate for a project with a bid of 236 million yuan [18] - The project involves a 90-day construction period [18] - *ST Guohua was established in May 1986 and focuses on mobile network security [19] Group 15 - Su Chen Technology plans to acquire 60% of Likong Technology for a total price of 192 million yuan [20] - The acquisition will make Likong Technology a secondary subsidiary of Su Chen Technology [20] - Su Chen Technology was founded in February 2006 and specializes in CAE software development [21] Group 16 - Qingmu Technology's major shareholder plans to reduce their stake by up to 276,000 shares [22] - The reduction is due to the shareholder's financial needs [22] - Qingmu Technology was established in August 2009 and provides comprehensive e-commerce operation services [23] Group 17 - Tongda Sea plans to acquire 40% of Jiangsu Sufuda Data Technology Co., Ltd. for 25.64 million yuan [24] - The acquisition will result in Tongda Sea holding 100% of Sufuda [24] - Tongda Sea was founded in March 1995 and provides information technology services for electronic government affairs [24] Group 18 - Rongsheng Development has signed a memorandum of cooperation to promote the development of the seaplane industry [25] - The cooperation will focus on infrastructure construction and talent training [25] - Rongsheng Development was established in December 1996 and specializes in real estate development [26] Group 19 - Jinma Amusement plans to repurchase 16.52% of its subsidiary for 60 million yuan [28] - The repurchase will convert the subsidiary into a wholly-owned entity [28] - Jinma Amusement was founded in November 2007 and focuses on amusement facilities and projects [28] Group 20 - Huilv Ecology plans to acquire 49% of Junheng Technology for 1.127 billion yuan [29] - The acquisition will make Junheng Technology a wholly-owned subsidiary [29] - Huilv Ecology was established in January 1990 and specializes in optical communication products and landscape engineering [30]

Performance Forecasts - Yinglian Co., Ltd. expects a net profit growth of 1531.13% to 1672.97% year-on-year for the first three quarters [1] - Dalian Heavy Industry anticipates a net profit growth of 19.91% to 28.52% year-on-year for the first three quarters [1] Project Investments - Wharton Technology plans to invest in the enhancement of membrane materials and membrane components [1] - Jiufeng Energy intends to invest in a coal-to-natural gas project in Xinjiang [1] Contract Awards - Qiaoyin Co., Ltd. is pre-awarded a contract worth approximately 512 million yuan for integrated sanitation operations in Laishui County, Baoding City, Hebei Province [1] - Dash Smart signed a contract for a smart hospital project worth 113 million yuan [1] Equity Acquisitions - Conch New Materials plans to acquire 51% equity in North China Plastics [1] - Suochen Technology intends to acquire 60% equity in Likong Technology [1] - Jingye Intelligent plans to acquire 51% equity in Hefei Shengwen for 108 million yuan [1] - Landi Group plans to acquire 20.1667% equity in Jujia Technology for 121 million yuan [1] Share Buybacks - Hanshuo Technology plans to repurchase shares worth between 150 million yuan and 300 million yuan [2] - Youke De intends to spend between 8 million yuan and 10 million yuan on share buybacks [2] H-Shares - Jinghe Integrated Circuit has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [2] - Lingyi Manufacturing is planning to issue H-shares and list on the Hong Kong Stock Exchange [2] - Changchun High-tech has submitted an application for the issuance of H-shares [2] Shareholding Changes - Senba Sensor's actual controller plans to reduce holdings by no more than 1.09% [3] - Erkang Pharmaceutical's controlling shareholder intends to reduce holdings by no more than 2.04% [3] - Andeli's BVI Donghua plans to reduce holdings by no more than 1.00% [3] - Zhiyang Innovation's controlling shareholder and its concerted actioner plan to reduce a total of no more than 4.225 million shares [3] - Xizi Clean Energy's chairman plans to increase holdings by 30 million to 50 million yuan [3] Other Activities - Luoxin Pharmaceutical plans to raise no more than 842 million yuan for innovative drug research and development projects [3] - Huaxin Xinchang has received project designation notification from Jiangqi Group [3] - Jinpu Garden plans to raise no more than 129 million yuan through a private placement to Nanjing Lisen [3]

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。托辊是用于输 送带、输送链等输送设备上的重要部件,主要是为皮带机生产厂商提供配套产品，其主要功能是支撑输 送带,减少输送带在运行过程中的摩擦阻力，提高输送效率，保证输送设备的高效稳定运行。 格隆汇9月29日丨海螺新材(000619.SZ)公布，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，以具有证券、期货相关业务资格的安徽中联国信资产 评估有限责任公司出具的评估报告（皖中联国信评报字（2025）第235号）为依据，并经协商一致后确 认华北塑料51%股权交易对价为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。本次收购资金为公司自有资金及银行借款，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， ...

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 ...

证券代码：000619 证券简称：海螺新材 公告编号：2025-55 5、本次董事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和公 司《章程》的有关规定。 二、董事会会议审议情况 海螺（安徽）节能环保新材料股份有限公司 第十届董事会第二十二次会议决议公告 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。 一、董事会会议召开情况 1、董事会通知的时间和方式 海螺（安徽）节能环保新材料股份有限公司（以下简称"公司"）第十届董事会第 二十二次会议的通知于 2025 年 9 月 22 日以书面方式（直接或电子邮件）发出。 2、董事会会议的时间、地点和方式 公司第十届董事会第二十二次会议于 2025 年 9 月 28 日上午在公司办公楼 5 楼会 议室召开。 3、董事会会议应出席董事 9 人，实际出席 9 人。 4、会议由公司董事长李晓波先生主持，公司高级管理人员列席了会议。 1、审议通过《关于收购河南省华北工业塑料有限公司 51%股权的议案》。 为加快公司转型发展，经过前期调研论证，董事会同意公司收购王好占及王艳敏 分别持有的河南省华北工业塑料有限公司（以下简称 ...

Market Overview - The Shanghai Composite Index closed at 3872.88 points, up 1.17%, with a total trading volume of 1.7438 trillion yuan [1] - As of the current date, 94 A-shares have surpassed their annual moving average [1] Stocks Surpassing Annual Moving Average - Notable stocks with significant deviation rates include: - Kaiwang Technology (301182) with a deviation rate of 15.21% and a daily increase of 17.68% [1] - Wanli Stone (002785) with a deviation rate of 9.52% and a daily increase of 10.01% [1] - Daqing Huake (000985) with a deviation rate of 9.44% and a daily increase of 10.00% [1] - Other stocks with smaller deviation rates include: - China CNR (601990) and Beidahuang (000995), both just above their annual moving average [1] Additional Stocks with Positive Performance - Other stocks showing positive performance include: - Tonghui Information (430090) with a daily increase of 6.20% and a deviation rate of 4.69% [1] - Huangtai Liquor (000995) with a daily increase of 5.17% and a deviation rate of 4.47% [1] - Nanjing Securities (601990) with a daily increase of 4.09% and a deviation rate of 4.00% [1]

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]