股权变动性质：股份增加（协议受让） 新疆合金投资股份有限公司 详式权益变动报告书 上市公司名称：新疆合金投资股份有限公司 信息披露义务人：九洲恒昌物流股份有限公司 法定代表人：王云章 通讯地址：乌鲁木齐市新市区河南东路38号天和新城市广场A座20楼 签署日期：二〇二五年七月 1 上市地点：深圳证券交易所 股票简称：合金投资 股票代码：000633 信息披露义务人声明 一、本详式权益变动报告书是依据《中华人民共和国公司法》《中华人民共和国 证券法》《上市公司收购管理办法》《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》和《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》及相关法律、法规、规范性文件之规定编写。 二、2025 年 6 月 30 日，信息披露义务人与广汇能源签署《股份转让协议》，协 议受让广汇能源持有的合金投资 79,879,575 股股份，占上市公司总股本的 20.74%，成 为上市公司控股股东。因此，本次权益变动触发信息披露义务。根据《上市公司收购 管理办法》的规定，由九洲恒昌物流股份有限公司作为信息披露义务人履行本次权益 变动的信息披露义 ...

中信建投证券股份有限公司 关于 新疆合金投资股份有限公司 详式权益变动报告书 之 财务顾问核查意见 二〇二五年七月 财务顾问核查意见 重要声明 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购管 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》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购 报告书》及相关法律、法规的规定，中信建投证券股份有限公司（以下简称"本 财务顾问"或"中信建投证券"）按照证券行业公认的业务标准、道德规范和勤 勉尽责精神，就本次信息披露义务人披露的《新疆合金投资股份有限公司详式权 益变动报告书》进行核查，并出具核查意见。 为使相关各方恰当地理解和使用本核查意见，本财务顾问特别声明如下： 1、本财务顾问已按照规定履行了尽职调查义务，对信息披露义务人披露的 《新疆合金投资股份有限公司详式权益变动报告书》进行了核查，确信内容与格 式符合规定，并保证所发表的专业意见与信息披露义务人披露内容不存在实质性 差异。 2、本财务顾问所依据的有关资料由信息披露义务人提供。信息披露义务人 已做出声明，保证其所提供的所有文件、材料及 ...

Group 1 - Alloy Investment (000633) announced that Guanghui Energy (600256) transferred 79.8796 million shares, representing 20.74% of the total share capital, to Jiuzhou Hengchang Logistics Co., Ltd. through an agreement transfer [1] - Following this equity change, Guanghui Energy no longer holds any shares in Alloy Investment [1] - The equity change is part of Guanghui Energy's strategic development needs, aiming to focus on its core business and enhance its core competitiveness [1] Group 2 - Guanghui Energy has no plans to increase or decrease its holdings in the next 12 months [1] - The transaction has received the necessary authorizations and approvals, and it requires confirmation and transfer procedures from the Shenzhen Stock Exchange and the Shenzhen branch of China Securities Depository and Clearing Corporation [1]

Core Viewpoint - The ownership of Alloy Investment (000633.SZ) is changing hands as Sun Guangxin, the richest man in Xinjiang, decides to withdraw, transferring his 20.74% stake to Jiuzhou Hengchang Logistics, making it the new controlling shareholder [1][6][7]. Ownership Change - On June 30, Alloy Investment announced that its controlling shareholder, Guanghui Energy, signed a share transfer agreement with Jiuzhou Hengchang, resulting in Jiuzhou Hengchang becoming the new controlling shareholder [1][6][7]. - The share transfer price is set at 7.5 CNY per share, representing a premium of over 20% compared to the closing price before the trading halt, with a total transaction value of approximately 599 million CNY [1][7]. Financial Impact - Sun Guangxin incurred a loss of approximately 171 million CNY from this transaction, having initially invested around 770 million CNY for the same stake three years ago [2][10]. - The previous acquisition price was 9.7439 CNY per share, indicating a significant depreciation in value [8][10]. Company Background - Alloy Investment has a history of frequent ownership changes, having undergone six ownership transitions since its listing in 1996, and has not issued cash dividends for 21 years [3][15]. - The company primarily engages in the production and sales of nickel-based alloy materials and has been struggling with poor financial performance, with cumulative net profits of only 152 million CNY since its listing [15]. Future Prospects - The new owner, Wang Yunzhuang, is expected to implement strategies to revitalize the company, which has been in a state of operational stagnation [12][17]. - There is potential for synergy between Alloy Investment's transportation business and Jiuzhou Hengchang's logistics operations, which could enhance operational efficiency [16].

Group 1 - The stock price of Alloy Investment (000633) closed at 6.77 yuan on July 1, 2025, with a rise of 10.08%, reaching the daily limit [1] - The main capital inflow on July 1 was 9.17 million yuan, accounting for 65.52% of the total transaction amount, while retail investors experienced a net outflow of 5.61 million yuan, representing 40.12% of the total [1] - Over the past five days, the stock has shown significant fluctuations in capital flow, with a notable increase in main capital inflow on June 23, amounting to 19.16 million yuan [1] Group 2 - Alloy Investment's Q1 2025 report indicates a main revenue of 86.83 million yuan, a year-on-year increase of 93.77%, and a net profit attributable to shareholders of 1.70 million yuan, up 27.82% year-on-year [2] - The company has a debt ratio of 59.89% and financial expenses of 3.04 million yuan, with a gross profit margin of 12.68% [2] - In comparison to the non-ferrous metal industry, Alloy Investment's total market value is 2.607 billion yuan, significantly lower than the industry average of 22.353 billion yuan [2]

Core Viewpoint - Alloy Investment (合金投资) has resumed trading with a significant stock price increase following the announcement of a potential change in control due to the transfer of shares from its controlling shareholder, Guanghui Energy (广汇能源), to Jiuzhou Hengchang Logistics (九洲恒昌) [1][2]. Group 1: Share Transfer Details - Guanghui Energy plans to transfer 20.74% of its shares in Alloy Investment, amounting to 79,879,575 shares, to Jiuzhou Hengchang through a share transfer agreement [2][3]. - The agreed transfer price is set at RMB 7.5 per share, totaling approximately RMB 599.1 million [3]. - If the transaction is completed, the controlling shareholder will shift from Guanghui Energy to Jiuzhou Hengchang, with the actual controller changing from Sun Guangxin to Wang Yunzhan [3]. Group 2: Financial Implications - The total transfer price represents a discount of RMB 171 million or 22.21% compared to Guanghui Energy's investment cost for the shares [6][7]. - Alloy Investment's financial performance has shown fluctuations, with net profits for the years 2013 to 2025 varying significantly, including a net profit of RMB 0.12 million in 2025 [7]. - The company's revenue for the current reporting period reached approximately RMB 86.83 million, a 93.77% increase compared to the previous year [8]. Group 3: Operational Impact - The company stated that the share transfer does not trigger a mandatory tender offer and is not classified as a related party transaction, ensuring that normal operations will not be adversely affected [5]. - The transaction is subject to compliance confirmation from the Shenzhen Stock Exchange before proceeding with the share transfer registration [6].

金十数据7月1日讯，A股合金投资复牌一字涨停，控股股东将变更为九洲恒昌。 合金投资复牌一字涨停 ...

合金投资（000633）复牌一字涨停，控股股东将变更为九洲恒昌。 ...

Summary of Key Points Core Viewpoint - The company has signed a share transfer agreement with Jiuzhou Hengchang Logistics Co., Ltd. to transfer 79,879,575 shares of Xinjiang Alloy Investment Co., Ltd., representing 20.74% of its total share capital, for a total price of RMB 599,096,812.50 at a price of RMB 7.5 per share. This transaction aims to enhance the company's core competitiveness by divesting non-core assets and allowing Jiuzhou Hengchang to integrate its logistics capabilities with Alloy Investment's operations [2][3][32]. Transaction Overview - The share transfer involves the sale of 20.74% equity in Alloy Investment, with Jiuzhou Hengchang becoming the controlling shareholder post-transaction [2][12]. - The transaction is part of the company's strategy to focus on its core energy business and improve operational efficiency [3][32]. - The agreement does not constitute a related party transaction or a major asset restructuring as defined by relevant regulations [2][4]. Financial Details - The share transfer price is set at RMB 7.5 per share, totaling RMB 599,096,812.50 [2][16]. - The transaction has been approved by the company's board and does not require further shareholder approval [2][4]. Jiuzhou Hengchang Logistics Co., Ltd. Profile - Jiuzhou Hengchang is a major logistics service provider in Xinjiang, focusing on bulk energy logistics, including coal and iron ore [3][9]. - The company has a strong asset base with total assets of approximately RMB 4.48 billion and a net profit of RMB 8.18 million for the first quarter of 2025 [9][11]. Alloy Investment Co., Ltd. Profile - Alloy Investment is a publicly listed company specializing in nickel-based alloy materials and has a significant presence in the non-ferrous metal industry [14][15]. - The company has a diverse product range, including high-strength corrosion-resistant materials, and is positioned to benefit from the growing demand for high-performance materials [14][15]. Impact on the Company - The divestment is expected to optimize resource allocation, reduce operational costs, and enhance the company's long-term profitability and sustainability [32]. - The transaction aligns with the strategic needs of both parties, facilitating Alloy Investment's growth through Jiuzhou Hengchang's logistics capabilities [32].

新疆合金投资股份有限公司 证券代码：000633 证券简称：合金投资 公告编号：2025-028 新疆合金投资股份有限公司 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。 特别提示： 请广大投资者注意投资风险。 一、停牌事项 公司于 2025 年 6 月 24 日收到控股股东广汇能源股份有限公司（以下简称 "广汇能源"）的通知，获悉广汇能源正在筹划转让其所持有的公司 20.74%的 股权事宜，该事项可能导致公司控制权发生变更。本次交易对方为九洲恒昌物 流股份有限公司（以下简称"九洲恒昌"），主要从事多式联运、专属化车队 运营、廊道运输、铁路场站服务等多种业务。本次权益变动尚需履行协议转让 相关程序，除此之外不涉及有权部门事前审批。 协议》，九洲恒昌拟协议收购广汇能源持有的公司 20.74%的股份，股份性质均 为无限售流通股。若本次交易顺利推进并实施完成，公司控股股东将由广汇能 源变更为九洲恒昌，公司实际控制人将由孙广信先生变更为王云章先生。具体 内容详见公司于 2025 年 7 月 1 日刊登在巨潮资讯网（www.cninfo.com.cn）、 《上海证券报》 ...