证券代码：000691 证券简称：*ST亚太 公告编号：2026-020 甘肃亚太实业发展股份有限公司 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。 甘肃亚太实业发展股份有限公司（以下简称"公司"）于2026年2月3日收 到公司持股5%以上股东兰州亚太矿业集团有限公司之一致行动人兰州太华投资 控股有限公司（以下简称"太华投资"）出具的《告知函》，获悉太华投资所 持公司的部分股份解除质押，具体事项如下： | | 是否为控 股股东或 第一大股 | 本次解除 质押股份 | 占其所 持股份 | 占公司 总股本 | 质押起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | | 数量 | | | | | 名称 | | | 东及其一 致行动人 | （股） | 比例 | 比例 | | | | | 兰州太华 | | | | | | | 广州万顺 | | 投资控股 | 否 | 2,500,000 | 14.22% | 0.52% | 2025/11/3 | 2026/02/02 ...

Group 1 - The chemical raw materials sector increased by 2.76% on February 3, with Jiangtian Chemical leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Jiangtian Chemical's stock price rose by 11.39% to 33.75, with a trading volume of 199,700 shares and a transaction value of 652 million yuan [1] Group 2 - The main funds in the chemical raw materials sector experienced a net outflow of 393 million yuan, while retail investors saw a net inflow of 461 million yuan [2] - The trading data for various companies in the sector shows mixed performance, with some stocks like Jiangtian Chemical and Huarong Chemical seeing significant gains, while others like Jinniu Chemical and Luxi Chemical reported declines [2][3] - The net inflow and outflow of funds varied significantly among individual stocks, indicating diverse investor sentiment within the sector [3]

Group 1 - The core point of the article is that *ST Asia Pacific has reached a trading limit with a price of 8.72 yuan, reflecting a 5.06% increase, and a total market value of 4.228 billion yuan, driven by successful restructuring and strategic investments [1] Group 2 - The company has completed its restructuring plan, with the court ruling to terminate the restructuring process, resolving debt issues [1] - Seven strategic investors, including Beijing Xingrui Qiyuan, have invested a total of 404 million yuan, along with a cash donation of 73 million yuan, significantly improving the company's financial situation [1] - The company has proposed a "fine chemicals + military industry" dual-driven strategy, clarifying its operational direction and tapping into growth potential in both sectors [1] - On January 26, 2026, major shareholder Zhang Wenfeng increased his holdings by 500,000 shares, indicating confidence in the company's future and potentially attracting market interest [1]

2025年11月26日，兰州市中级人民法院（以下简称"兰州中院"）作出（2025） 甘01破申5号民事裁定书，裁定受理公司重整一案；同日，兰州中院作出（2025） 甘01破5号决定书，指定公司清算组担任公司管理人。具体内容详见公司2025年 11月27日披露于巨潮资讯网（www.cninfo.com.cn）的《关于法院裁定受理公司重 整并指定管理人暨公司股票交易被叠加实施退市风险警示的公告》（公告编号： 2025-115）。 证券代码：000691 证券简称：*ST亚太 公告编号：2026-019 甘肃亚太实业发展股份有限公司 关于重整计划遗留事项执行情况的公告 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。 甘肃亚太实业发展股份有限公司（以下简称"公司"）于 2026 年 2 月 2 日收 到管理人出具的亚太管字【2026】7 号《关于重整计划遗留事项执行情况的通知》。 现将相关情况公告如下： 2025年12月26日，兰州中院作出（2025）甘01破5号民事裁定书，裁定批准 《甘肃亚太实业发展股份有限公司重整计划》（以下简称"重整计划"）并终止公 司重整程序 ...

证券代码：000691 证券简称：*ST亚太 公告编号：2026-017 甘肃亚太实业发展股份有限公司 关于股东及一致行动人增持股份暨后续增持计划的更正公告 公司股东广州万顺技术有限公司及其一致行动人保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 截至 2026 年 1 月 26 日，张文丰首次增持后，广州万顺及其一致行动人广 州市万靖企业管理合伙企业(有限合伙)、张文丰合计持有公司表决权股份未发 生变化，仍为 53,011,595 股，占公司总股本的比例为 10.9324%。其中：广州万 顺直接持有公司股份 6,040,000 股，占公司总股本的比例为 1.2456%；广州万顺 通过表决权委托方式持有公司表决权股份 46,471,595 股，占公司总股本的比例 为 9.5836%；张文丰直接持有公司股份 50 万股，占公司总股本的比例为 0.1031%；广州市万靖企业管理合伙企业(有限合伙)不持有公司股份。 更正后： 2、持股情况 本次增持计划实施前，广州万顺及其一致行动人广州市万靖企业管理合伙 企业(有限合伙)、张文丰合计持有公司表决权股份 53,061,595 股，占 ...

1、2025 年 9 月 18 日，甘肃亚太实业发展股份有限公司（以下简称"公司"） 原实际控制人之一陈志健、原控股股东广州万顺技术有限公司（以下简称"广州 万顺"）与公司持股 5%以上股东兰州亚太矿业集团有限公司（以下简称"亚太矿 业"）、亚太矿业的一致行动人兰州太华投资控股有限公司（以下简称"太华投 资"）、朱全祖、兰州宝辉商务服务有限公司（以下简称"宝辉商务"）签署了 《合作协议》，就股份收购、表决权委托、股份减持、公司治理、权利义务等 方面进行了约定。具体内容详见公司 2025 年 9 月 20 日披露于巨潮资讯网 （www.cninfo.com.cn）的《关于实际控制人、控股股东与公司持股 5%以上股 东及相关方签署<合作协议>的提示性公告》（公告编号：2025-088）。 2、2026 年 1 月 23 日，广州万顺、陈志健、亚太矿业、太华投资、朱全祖、 宝辉商务就 2025 年 9 月 18 日签署的《合作协议》的协议条款进行修订和补充， 并签署了《合作协议之补充协议》。具体内容详见公司 2026 年 1 月 24 日披露 于巨潮资讯网（www.cninfo.com.cn）的《关于股东及相关方签 ...

*ST亚太公告称，2026年1月26日，陈志健、广州万顺与张文丰签署《一致行动人协议》，期限1年。为 履行相关协议，广州万顺及其一致行动人广州市万靖企业管理合伙企业（有限合伙）、张文丰拟受让太 华投资持有的公司股份。张文丰已于1月26日受让50万股，占总股本0.1031%。他们计划6个月内继续受 让，累计增持不少于480万股且不超过960万股。增持前，其合计持有表决权股份占总股本10.9427%。 本次增持或因市场等因素延迟或无法实施。 ...

Group 1 - The core point of the news is that *ST Asia Pacific executed a block trade of 500,000 shares on January 29, with a transaction value of 4.24 million yuan, accounting for 6.46% of the total trading volume for the day, at a price of 8.48 yuan, which remained unchanged from the market closing price [1][2]. Group 2 - The transaction details include a trading date of January 29, 2026, with a stock code of 000691 for *ST Asia Pacific, a transaction price of 8.48 yuan, a trading volume of 500,000 shares, and a total transaction amount of 4.24 million yuan [2]. - The buyer's brokerage was Huatai Securities Co., Ltd. (Taizhou Branch), while the seller's brokerage was Hualong Securities Co., Ltd. (Lanzhou Dongfanghong Branch) [2].

Suspension and Resumption - Jiasitang's shareholder, Everbright Industrial, is planning a transfer of company shares, leading to a stock suspension [1] Share Buyback - Pianzaihuang's controlling shareholder, Jiulongjiang Group, intends to increase its stake in the company by 300 million to 500 million yuan. The Phase I clinical trial of the innovative drug PZH2113 has completed the enrollment of the first subject, with no similar indication drugs approved in the domestic and international markets [2] Mergers and Acquisitions - Tailinwei plans to acquire 100% equity of Panqi Micro through a combination of issuing shares and cash payment [3] Business Operations - Baitong Energy plans to invest approximately 400 million USD through its wholly-owned subsidiary, Tuda Aluminum, in a project with Angola's Dande Port Development Company, establishing a wholly-owned company, Baitong Tuda (Angola) Aluminum [4] - Puluo Pharmaceutical has signed a strategic cooperation framework agreement with Hangzhou Derui Zhiyao Technology Co., Ltd. to develop a long-term collaboration on CDMO projects [4] - Nord shares intend to upgrade and transform the production line equipment of its wholly-owned subsidiary, Qinghai Electronics, with an estimated total investment of 168 million yuan, expanding production capabilities to include high-end lithium battery copper foil [4] Performance Changes - Guotai Haitong expects a net profit of 27.533 billion to 28.006 billion yuan for 2025, representing a year-on-year increase of 111% to 115%, driven by significant growth in wealth management, institutional, and trading business revenues [5] - Shenwan Hongyuan anticipates a net profit of 9.1 billion to 10.1 billion yuan for 2025, a year-on-year growth of 75% to 94% [6] - Yahua Group projects a net profit of 600 million to 680 million yuan for 2025, reflecting a year-on-year increase of 133.36% to 164.47%, supported by stable orders from high-quality clients and a rebound in lithium salt market prices [6] - Ganfeng Lithium expects a net profit of 1.1 billion to 1.65 billion yuan for 2025, marking a turnaround from losses [7] - Zhongjin Gold anticipates a net profit of 4.8 billion to 5.4 billion yuan for 2025, a year-on-year increase of 41.76% to 59.48%, primarily due to improved profitability in its mineral gold business [7] - Nanya New Materials expects a net profit of 220 million to 260 million yuan for 2025, a year-on-year growth of 337.20% to 416.69%, driven by a recovery in demand in the copper-clad laminate industry [7] - Shijia Photon anticipates a net profit of approximately 342 million yuan for 2025, reflecting a year-on-year increase of about 425.95%, supported by rapid growth in the data communication market driven by AI development [7] - Zhenlei Technology projects a net profit of 123 million to 145 million yuan for 2025, a year-on-year increase of 529.64% to 642.26%, benefiting from increased demand in the special integrated circuit industry [8] - Yihua shares expect a net profit of 310 million to 390 million yuan for 2025, a year-on-year growth of 149.66% to 214.09%, driven by the development of the computing power industry [8] - Electric Investment and Financing anticipates a net profit of 3 billion to 3.5 billion yuan for 2025, a year-on-year increase of 187.37% to 235.26%, due to the inclusion of Electric Investment Nuclear Power in the consolidated financial statements following a major asset restructuring [8] - Hongxin Electronics expects a net profit of 110 million to 150 million yuan for 2025, a year-on-year increase of 93.61% to 164.01%, with profitability in its FPC business and rapid growth in computing power business driven by the ALL IN AI strategy [8] - Shennan Circuit anticipates a net profit of 3.154 billion to 3.342 billion yuan for 2025, a year-on-year increase of 68% to 78% [8] - Hudian shares expect a net profit of 3.822 billion yuan for 2025, a year-on-year increase of 48% [8]

Investment Rating - The report rates the real estate industry as "Outperform" compared to the market [2] Core Insights - New home sales in December showed a month-on-month increase of 33.6%, with a year-on-year decline of 32.1%, indicating a narrowing of the decline compared to previous months [5] - The second-hand home sales saw a year-on-year decline of 30.7% in December, with a month-on-month increase of 12.7%, reflecting a worsening trend in the second-hand market [5] - The overall inventory of new homes decreased by 0.1% month-on-month and 8.3% year-on-year, with an average de-stocking period of 17.8 months [5] Summary by Sections New Home Sales - December new home sales area increased by 33.6% month-on-month, but decreased by 32.1% year-on-year, with the decline narrowing by 6.6 percentage points [5] - For the entire year of 2025, new home sales decreased by 14%, with a year-on-year decline of 13.7% across 40 cities [5] - First-tier cities experienced a year-on-year decline of 15.8%, while second-tier and third-fourth tier cities saw declines of 12.6% and 13.6% respectively [5] Second-Hand Home Sales - December saw a year-on-year decline in second-hand home sales of 30.7%, with a month-on-month increase of 12.7% [5] - The overall second-hand home sales for 2025 decreased by 4%, with first-tier cities still showing positive growth [5] Inventory and De-stocking - The inventory of new homes decreased by 0.1% month-on-month and 8.3% year-on-year, with a de-stocking period of 17.8 months [5] - Major cities like Shanghai and Hangzhou have de-stocking periods within 12 months [5] Land Market - The land market in December showed a month-on-month increase of 126.7%, but a year-on-year decline of 8.9% [5] - The average land price was 1392 RMB per square meter, with a year-on-year decrease of 10.3% [5] Real Estate Companies - The top 100 real estate companies saw a year-on-year sales decline of 20% in 2025, with December sales showing a narrowing decline of 26.7% [5] - The land acquisition amount for December decreased by 58.1% year-on-year, while the total acquisition amount for 2025 increased by 2.6% [5] Financing - The financing scale for the real estate industry decreased in December, but showed a year-on-year increase for the entire year [5] - The total issuance of domestic and foreign bonds and ABS in 2025 was 596.7 billion RMB, a 6% increase year-on-year [5] Policy - The central government emphasized stabilizing the real estate market and reducing the value-added tax on personal home sales to 3% [5] - Local policies have been adjusted to optimize purchase restrictions and loan policies in cities like Beijing [5] Sector Performance - The real estate sector underperformed compared to the Shanghai and Shenzhen 300 index in December, with an absolute return of -4.0% [5] Investment Recommendations - The report suggests focusing on companies with stable fundamentals in core cities, smaller firms showing significant breakthroughs, and commercial real estate companies exploring new consumption scenarios [5]