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》 ...

Transaction Overview - Xinjiang Alloy Investment Co., Ltd. is undergoing a significant change in control as Guanghui Energy plans to transfer 20.74% of its shares (79,879,575 shares) to Jiuzhou Hengchang Logistics Co., Ltd. [2][8] - The transaction is structured as a share transfer agreement, with Guanghui Energy as the transferor and Jiuzhou Hengchang as the transferee [3][4]. Financial Details - The agreed share transfer price is set at RMB 7.5 per share, totaling RMB 599,096,812.50 for the entire stake [4]. - Payment will be made in three installments, with the first payment of RMB 119,819,362.50 due within three working days of signing the agreement [4][5]. Parties Involved - Guanghui Energy, the transferor, is a publicly listed company with a registered capital of RMB 6,565.755139 million, primarily engaged in gas operations and various trading activities [3]. - Jiuzhou Hengchang, the transferee, is a non-listed company with a registered capital of RMB 79.66 million, focusing on logistics and transportation services [3]. Governance Changes - Following the completion of the share transfer, the controlling shareholder will shift from Guanghui Energy to Jiuzhou Hengchang, with the actual controller changing from Mr. Sun Guangxin to Mr. Wang Yunzhan [2][8]. - The board of directors of the company will undergo changes, with three non-independent directors resigning within five working days after the share transfer is completed [7]. Conditions and Compliance - The share transfer is subject to several conditions, including the absence of any restrictions on the shares and the completion of due diligence without significant adverse findings [5][6]. - The transaction does not trigger a mandatory tender offer and is not classified as a related party transaction, ensuring no negative impact on the company's operations or minority shareholders [8].

Core Viewpoint - The control transfer of Alloy Investment (000633) to Jiuzhou Hengchang Logistics Co., Ltd. is set to occur at a significant premium, indicating a strategic shift in ownership and potential for operational synergies in the logistics sector [2][3][5]. Group 1: Control Transfer Details - The control transfer plan for Alloy Investment was revealed on June 30, following a one-week suspension of trading [2]. - Jiuzhou Hengchang intends to acquire 20.74% of Alloy Investment's shares from its current controlling shareholder, Guanghui Energy [5]. - The share transfer price is set at 7.5 yuan per share, totaling approximately 599 million yuan for 79.88 million shares, representing a premium of over 20% compared to the pre-suspension price of 6.15 yuan per share [3][5]. Group 2: Strategic Implications - Guanghui Energy stated that the transaction is based on market principles, involving due diligence and financial analysis to determine the share value, considering Alloy Investment's historical performance and future prospects [5]. - Alloy Investment has indicated that the transaction will not adversely affect its normal operations or the interests of minority shareholders [6]. - Post-transaction, Guanghui Energy aims to optimize resource allocation and enhance its core energy business, which may lead to improved operational efficiency and profitability [6]. Group 3: Business Operations and Synergies - Alloy Investment operates in two main sectors: nickel-based alloy materials and new energy heavy-duty truck transportation, with a focus on coal transportation in the Hami region [8]. - Jiuzhou Hengchang is the largest private bulk logistics operator in Xinjiang, with a significant fleet of over 2000 electric heavy-duty trucks, primarily handling coal and other bulk energy logistics [8]. - The collaboration between Alloy Investment and Jiuzhou Hengchang is expected to leverage their respective strengths in logistics, potentially leading to enhanced operational capabilities and market competitiveness in the new energy transportation sector [9].

Company Highlights - Hanyu Pharmaceutical expects a net profit of 142 million to 162 million yuan for the first half of 2025, benefiting from increased global market demand and successful product approvals [1] - Taotao Automotive anticipates a net profit growth of 70% to 98% year-on-year for the first half of 2025, driven by enhanced brand influence and improved operational efficiency [2] - Xiaogoods City projects a net profit increase of 13% to 17% for the first half of 2025, attributed to growth in main business revenue and trade fulfillment services [2] - Hongxin Electronics signed contracts totaling 373 million yuan for computing power services through its subsidiaries [3] - Alloy Investment's controlling shareholder will change to Jiuzhou Hengchang, leading to the resumption of trading [3] - Hangzhou High-tech is planning a change in control, with a suspension of trading expected for no more than two trading days [4] - Junpu Intelligent signed a sales framework contract for humanoid robots worth 28.25 million yuan [7] - Lens Technology plans to issue 262 million H-shares globally, with an initial price range set between 17.38 and 18.18 HKD [8] - Saintno Biopharmaceuticals received a drug registration certificate for its product, further enhancing its market competitiveness [12] Investment & Contracts - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant, aligning with national energy policies [17] - China Railway Construction won a contract worth 3.781 billion yuan for the China-Kyrgyzstan-Uzbekistan railway project [27] - China Railway secured contracts totaling approximately 5.343 billion yuan for the same railway project [28] - Zhongtian Technology's subsidiary won multiple marine energy project contracts totaling about 1.722 billion yuan [29] - Lande Group intends to acquire a 20.1667% stake in Jujia Technology for up to 121 million yuan, enhancing its capabilities in high-performance materials [21][22] Financing & Capital Increase - Yiwei Lithium Energy submitted an application for H-share issuance and listing in Hong Kong [30] - Jiadou Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [30] - Helin Micro-Nano is preparing to issue H-shares for listing in Hong Kong [30] Other Developments - Renfu Pharmaceutical received approval for its midazolam injection in France, with expected annual sales of approximately 33 million USD [31] - Kanghong Pharmaceutical obtained a drug registration certificate for its eye drop product, enhancing its product pipeline in the ophthalmology sector [32]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen stock markets have announced significant updates, including changes in financing, business performance, and strategic decisions, which may impact investor sentiment and market dynamics [1]. Financing and Restructuring - Guanhao Biological has withdrawn its application for refinancing, leading to the termination of the review process by the Shenzhen Stock Exchange [3]. - Jinhongshun has terminated its major asset restructuring plan due to a lack of consensus among parties involved [6]. - Yuyuan Co. plans to issue bonds not exceeding 40 billion yuan to adjust its debt structure and replenish working capital [23]. Business Performance and Uncertainties - Aored has highlighted significant uncertainties in its computing power leasing services due to heavy asset investment and potential market fluctuations [4]. - Guoyao Modern intends to publicly transfer 51% of its subsidiary Guoyao Hason's shares, as the subsidiary has been underperforming with continuous losses since 2021 [5]. - Chengbang Co. reported that its subsidiary, Xinchun Electronics, has a small business scale and faces intense competition in the semiconductor storage industry, with projected revenues of 111 million yuan and a net profit of 933,800 yuan for 2024 [9]. Stock Market Activity - Alloy Investment announced a change in its controlling shareholder to Jiuzhou Hengchang, with stock trading resuming on July 1 [7]. - Changcheng Military Industry reported significant stock price volatility, with a cumulative increase of over 100% in the last 10 trading days, indicating potential irrational market behavior [8]. Earnings Forecasts - Hanyu Pharmaceutical expects a net profit of 142 million to 160 million yuan for the first half of 2025, recovering from a loss in the previous year, driven by international business growth [12]. - Taotao Vehicle anticipates a net profit increase of 70.34% to 97.81% for the same period, reflecting strong sales performance [13]. - Weichai Heavy Machinery projects a net profit increase of 40% to 60%, benefiting from industry policy support and demand growth [15]. Major Contracts and Projects - China Railway has won contracts for overseas construction projects totaling approximately 5.343 billion yuan [17]. - Zhonggong International has signed a 175 million yuan engineering consulting service contract [18]. - Hezhan Energy has entered into a 177 million yuan contract for the sale of steel-concrete towers [19].

广汇能源（600256）公告，公司与九洲恒昌签署了《股份转让协议》，将所持合金投资（000633）无限 售流通股股份7987.96万股予以转让，占合金投资总股本20.74%，交易单价为7.5元/股，交易总价为5.99 亿元。交易完成后，九洲恒昌将成为合金投资控股股东，公司不再持有合金投资股份。此次股权转让旨 在提升公司核心竞争力，九洲恒昌旨在整合物流产业链，联动合金投资协同发展。本次交易已获董事会 审议通过，无需提交股东大会审议，尚需向深圳证券交易所申请合规性确认及办理股份转让过户登记手 续。 ...

智通财经6月30日电，合金投资(000633.SZ)公告称，2025年6月30日，公司控股股东广汇能源与九洲恒 昌签署了《股份转让协议》，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变更为王云章。公司股票自2025年7月1日（星期二）开市起复牌。 合金投资：控股股东将变更为九洲恒昌 股票复牌 ...

合金投资（000633）公告，公司控股股东广汇能源（600256）与九洲恒昌签署了《股份转让协议》，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。公司股票自2025年7月1日(星期二)开市起复牌。 ...

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： 1、本次权益变动系广汇能源股份有限公司（以下简称"广汇能源"、"转 让方"）与九洲恒昌物流股份有限公司（以下简称"九洲恒昌"、"受让方"） 签署《股份转让协议》，广汇能源拟通过协议转让的方式向九洲恒昌出让其持有 的新疆合金投资股份有限公司（以下简称"公司"、"合金投资"或"目标公司"） 无限售流通股股份 79,879,575 股，占公司总股本的 20.74%（以下简称"本次权 益变动"）。 2、本次权益变动后，九洲恒昌将成为公司控股股东，王云章先生将成为公 司实际控制人。广汇能源及九洲恒昌将按照《上市公司收购管理办法》等有关法 律、法规、部门规章及规范性文件规定履行相关义务。 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：2025-027 新疆合金投资股份有限公司 关于控股股东协议转让股权暨控制权拟发生变更的 提示性公告 3、本次交易不触及要约收购，亦不构成关联交易，不会对公司的正常生产 经营造成不利影响，不存在损害公司及中小股东利益的情形，亦不存在违反相关 承诺的情 ...