Group 1: Financial Support and Economic Policies - The People's Bank of China emphasizes the implementation of a moderately loose monetary policy to meet the financing needs of the real economy and maintain reasonable growth in financial totals [2] - The meeting highlighted the need to support key areas such as technological innovation, consumption, small and micro enterprises, and stabilizing foreign trade [2] - The National Development and Reform Commission plans to implement most employment and economic stabilization policies by the end of June [8] Group 2: Fiscal Revenue and Taxation - From January to April, the national general public budget revenue reached 80,616 billion yuan, a year-on-year decrease of 0.4%, with the decline narrowing by 0.7 percentage points compared to the first quarter [3] - In April, tax revenue increased by 1.9% year-on-year, marking the first month of positive growth this year [4] - The securities transaction stamp duty for January to April was 53.5 billion yuan, a year-on-year increase of 57.8% [5] Group 3: Energy Consumption - In April, the total electricity consumption reached 7,721 billion kilowatt-hours, a year-on-year increase of 4.7% [6] - From January to April, total electricity consumption was 31,566 billion kilowatt-hours, with a year-on-year growth of 3.1% [6] Group 4: Automotive Industry - In the first four months, the top ten car manufacturers sold 2.502 million vehicles, accounting for 68.7% of total car sales [11] - Among these manufacturers, BYD, Geely, SAIC-GM-Wuling, and FAW saw varying degrees of sales growth compared to the same period last year [11] Group 5: IPv6 Deployment - The Central Cyberspace Affairs Commission, National Development and Reform Commission, and Ministry of Industry and Information Technology aim to establish a leading global IPv6 technology and application system by the end of 2025 [12] - The target includes reaching 850 million active IPv6 users and 1.1 billion IoT IPv6 connections [12]

Core Viewpoint - The company plans to raise up to 900 million yuan through a private placement of A-shares to fund several key projects, including a 100,000 tons/year refined wet-process phosphoric acid project and a quartz sandstone mining project [1][2]. Group 1: Company Overview - Yuegui Co., Ltd. operates in diverse sectors including sugar production, papermaking, mining, sulfur chemical, and photovoltaic materials, with three main business segments: sugar and paper, sulfur chemicals, and new energy materials [1]. - The company’s main products include mechanism sugar, pulp, mechanism paper, sulfur iron ore, sulfuric acid, reagent acid (refined sulfuric acid), iron ore powder, phosphate fertilizer, and amino sulfonic acid [1]. Group 2: Strategic Development - The company aims to enhance its industrial chain through the "sulfur-phosphorus combination" and "sulfur-titanium combination" strategies, which will facilitate the integration of sulfuric acid and downstream industries, promoting sustainable development in the sulfur chemical sector [2]. - The refined wet-process phosphoric acid project is expected to create a symbiotic relationship between sulfur and phosphorus chemicals, contributing to a circular economy and improving the regional industrial structure [2]. Group 3: Financial Position and Future Outlook - The company has faced challenges with its sugar segment, including high asset-liability ratios and financial pressure, necessitating internal borrowing to alleviate funding issues [3]. - The refinancing initiative is anticipated to lower the asset-liability ratio, optimize the capital structure, and enhance financial stability, supporting the company's strategic direction and compliance with national industrial policies [3]. - The fundraising projects align with the company's core business and future strategic development, aiming to expand business categories, increase scale, and strengthen market influence for sustainable growth [3].

Group 1 - Zhaoyi Innovation plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders and market conditions [3] - ST Zhongdi has decided to abandon the commercial opportunity for the Jiageng Ke Yi City land project, with the controlling shareholder planning to develop the project instead [4] - Xichang Electric Power expects a reduction of approximately 5.4 million yuan in net profit for 2025 due to adjustments in the time-of-use electricity pricing mechanism [5] Group 2 - Sanfu New Materials intends to invest 620 million yuan in a project for high-safety dry electrode battery key materials and high-frequency electronic information composite materials [6] - Weifu High-Tech's subsidiary plans to establish a joint venture with Baolong Technology to expand the active suspension motor hydraulic pump business [7] - Yulong Co., Ltd. will have its stock delisted on May 27, 2025, following a decision by the Shanghai Stock Exchange [8] Group 3 - Chen'an Technology's shareholder is transferring 6.27% of the company's shares to Hefei Guotou, aiming to introduce strategic investors [9] - Huamao Technology is planning to acquire a 100% stake in Fuchuang Youyue, with stock trading suspended for up to 10 trading days [11] - Baolong Technology's subsidiary will collaborate with Weifu High-Tech's subsidiary to develop core components for the active suspension system [12] Group 4 - Zhongnong Lihua intends to acquire at least 50% of Taizhou Agricultural Supplies, enhancing its product and service range [13] - Weiling Co., Ltd.'s subsidiary has successfully acquired 74.3% of Jiayu Mining for 220 million yuan, focusing on expanding into the non-ferrous metal resource sector [14][15] - Hengshi Technology's subsidiary has been approved for public transfer of shares on the New Third Board [16] Group 5 - Xiang Teng New Materials plans to acquire an additional 12.5% stake in its subsidiary Shanghai Shangda for 25.3 million yuan [17] - ST Texin has extended its employee stock ownership plan by 12 months, reflecting confidence in the company's long-term development [18] - Baili Electric has issued a risk warning regarding its stock price increase, indicating no significant changes in fundamentals [19] Group 6 - Hu Silicon Industry plans to acquire minority stakes in three semiconductor companies for approximately 7.04 billion yuan [20][21] - Demais plans to change its controlling shareholder, leading to a temporary suspension of stock trading [22] - FAW Fuwei has received a notice from a well-known new energy brand for a project expected to generate 1.06 billion yuan in total sales over its lifecycle [23] Group 7 - Hangyang Co. plans to establish a subsidiary for a large modular cryogenic equipment manufacturing project with an estimated investment of 557 million yuan [24] - Jiewate intends to acquire 40.89% of Tianyi Hexin for 319 million yuan, enhancing its product line in the signal chain category [25] - Dingxin Communications has elected a new chairman following the resignation of the previous chairman [26][27] Group 8 - Aofei Entertainment plans to invest 10 million yuan in a partnership to indirectly invest in AI robotics company Xuan Yuan Technology [28] - Huaxi Energy's controlling shareholder has been detained, but the company states that operations remain normal [29] - Yihe Jiaye will change its stock name to "Ruimaite" starting May 21 [30] Group 9 - Zhongjin Environment will change its name to "Southern Pump Industry" effective May 21 [31] - Hong Sifang's subsidiary plans to invest approximately 1.49 billion yuan in a new chemical materials and fertilizers industrial park [32] - Buchang Pharmaceutical's subsidiary has signed a research agreement for MF59 adjuvant with a pharmaceutical company [33] Group 10 - Hongjing Technology has signed a service contract worth 597 million yuan for a smart computing project [34] - Zhuojin Co. has won a bid for a soil remediation project worth 67.68 million yuan [35] - Xinjiang Jiaojian has been awarded a contract for a highway project valued at 451 million yuan [36] Group 11 - China National Materials Energy's subsidiary has signed a contract for an EPC project in Uzbekistan worth approximately 1.252 billion yuan [37] - Ruixin Microelectronics' shareholder plans to reduce its stake by up to 2% [38] - Shanghai Yizhong's shareholder also plans to reduce its stake by up to 2% [39] Group 12 - Sanyou Medical's controlling shareholder plans to reduce its stake by up to 1.44% [40] - Hangdian Co.'s controlling shareholder plans to reduce its stake by up to 1.93% [41] - Shangwei New Materials' shareholder plans to reduce its stake by up to 3% [42] Group 13 - Mingchen Health plans to repurchase shares worth between 30 million and 50 million yuan [43] - Jiuhua Tourism plans to raise up to 500 million yuan through a private placement for various projects [44] - Yuegui Co. plans to raise up to 900 million yuan for several projects [46]

Core Viewpoint - The company is issuing A-shares to specific investors, which may dilute immediate returns for existing shareholders, but it has proposed measures to mitigate this impact and ensure the protection of minority investors' interests [1][4][10]. Financial Impact Analysis - The total number of shares before the issuance is 802,082,221, and after the issuance, it will increase to 958,482,221 [2]. - Under three scenarios for net profit growth in 2025 compared to 2024 (flat, +10%, -10%), the basic and diluted earnings per share (EPS) will be affected as follows: - Scenario 1 (flat): Basic EPS will decrease from 0.3473 to 0.2906 [2]. - Scenario 2 (+10% growth): Basic EPS will decrease from 0.3473 to 0.3197 [3]. - Scenario 3 (-10% decline): Basic EPS will decrease from 0.3473 to 0.2616 [3]. Necessity and Reasonableness of the Issuance - The issuance is aimed at enhancing the company's overall profitability, improving financial conditions, and increasing risk resistance [4][5]. - The raised funds will be allocated to projects such as a 100,000 tons/year refined wet phosphoric acid project and a quartz sandstone mining project, which align with the company's strategic goals [5][8]. Talent and Technology Reserves - The company has established a comprehensive management system and possesses a skilled team in non-metallic mining and chemical sectors, which supports the implementation of the fundraising projects [6]. - The company is recognized as a national high-tech enterprise and has a strong foundation in research and development, which will aid in the successful execution of the projects [6]. Measures to Mitigate Dilution of Immediate Returns - The company will implement strict management of the raised funds, ensuring they are used for designated projects and subject to regular audits [7][8]. - The company plans to enhance its governance structure to ensure shareholder rights are protected and to maintain a sustainable development trajectory [8][9]. - A revised profit distribution policy has been established to strengthen the investor return mechanism, including a three-year dividend plan [9]. Commitments from Management - The company's board and senior management have committed to ensuring that the measures to mitigate the dilution of immediate returns will be effectively implemented [10]. - The actual controller and major shareholders have also pledged not to interfere with the company's management and to adhere to the established measures [10].

Fundraising Plan - The company plans to raise a total of up to 900 million yuan through a private placement of A-shares, with the net proceeds allocated to specific projects [1][2] - The total investment for the projects exceeds the amount to be raised, and any shortfall will be financed through self-raised funds [2] Project Feasibility Analysis 10,000 Tons/Year Refined Wet Phosphoric Acid Project - The total investment for this project is 1.077 billion yuan, with 600 million yuan expected to be funded from the raised capital [2][3] - The project aims to produce 36,200 tons/year of purified phosphoric acid, 5,000 tons/year of industrial-grade monoammonium phosphate, and 100,000 tons/year of multi-element acidic physiological fertilizer [3] Development Strategy - The project aligns with the company's strategy to extend its industrial chain from sulfur iron ore to sulfuric acid and other products, enhancing profitability [3] - The project meets local economic development requirements and has received strong support from the local government [4] Compliance with Policies - The project complies with national industrial policies and is categorized as an encouraged project [5] - It aligns with the Guangdong Environmental Group's green development direction and the circular economy development concept [5] Market Potential - The main products have significant market prospects, particularly in the context of the rapid development of the new energy sector [6] - The project will leverage synergies with existing chemical products, enhancing resource and energy efficiency [6] Other Projects Xiaotai Quartz Mine Development Project - The total investment for this project is 866.42 million yuan, with a focus on producing quartz sand for various applications [9] - The project aims to secure supply for the photovoltaic and semiconductor industries, which are critical for energy transition [9][10] Grinding System Upgrade Project - The total investment for this project is 316.76 million yuan, aimed at upgrading the existing grinding system to improve efficiency and reduce costs [13] - The project will enhance safety management and operational environment, aligning with national policies promoting equipment upgrades [14] Impact on Company Operations and Financials - The fundraising will support projects that align with the company's strategic direction and enhance its market position [17] - The projects are expected to significantly increase production capacity, leading to higher revenue and profitability in the long term [17]

证券代码：000833 证券简称：粤桂股份 公告编号：2025–036 广西粤桂广业控股股份有限公司 第九届监事会第二十五次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 （一）发出会议通知的时间和方式：2025年5月9日通过书面送达、 电子邮件等方式通知各位监事。 （二）召开会议的时间、地点、方式：2025年5月29日上午11:30； 广州市荔湾区流花路85号3楼321会议室；现场会议方式召开。 （三）会议应参加表决监事3人，成员有吴红柳、顾元荣（授权 王敏凌出席并表决）、王敏凌，实际参加表决的监事3人。 （四）本次监事会由吴红柳女士主持。公司副总经理、董事会秘 书、证券事务代表列席了会议。本次会议的召集、召开和表决程序符 合《公司法》和《公司章程》的有关规定。 二、监事会会议审议情况 （一）审议并通过《关于公司符合向特定对象发行 A 股股票条件 的议案》 监事会认为：根据《公司法》《证券法》《注册管理办法》等法 律、法规及规范性文件的有关规定，经对公司实际情况逐项自查，我 们认为公司符合上市公司向特定对象发行 A 股股 ...

证券代码：000833 证券简称：粤桂股份 公告编号：2025–035 广西粤桂广业控股股份有限公司 关于召开 2025 年第二次临时 股东会的通知 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。 一、召开会议的基本情况 （一）股东会届次：广西粤桂广业控股股份有限公司 2025 年第 二次临时股东会。 （二）股东会的召集人：公司第九届董事会。本次股东会经公司 第九届董事会第三十五次会议决议召开。 （三）本次股东会会议召开符合有关法律、行政法规、部门规章、 规范性文件和《公司章程》的规定。 （四）会议召开时间： 1.现场会议召开时间：2025 年 6 月 5 日（星期四）下午 14:30。 2.网络投票时间：2025 年 6 月 5 日（星期四）。其中： （1）通过深圳证券交易所交易系统进行网络投票的时间为：2025 年 6 月 5 日 9:15-9:25，9:30-11:30，13:00-15:00。 （2）通过互联网投票系统投票的时间为：2025 年 6 月 5 日 9:15-15:00 期间的任意时间。 3.公司聘请的律师。 4.根据相关法规应当出席股东会 ...

证券代码：000833 证券简称：粤桂股份 公告编号：2025–036 广西粤桂广业控股股份有限公司 第九届监事会第二十五次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 （一）发出会议通知的时间和方式：2025年5月9日通过书面送达、 电子邮件等方式通知各位监事。 （二）召开会议的时间、地点、方式：2025年5月29日上午11:30； 广州市荔湾区流花路85号3楼321会议室；现场会议方式召开。 1 们认为公司符合上市公司向特定对象发行 A 股股票的条件，具备向特 定对象发行 A 股股票的资格。 表决结果：同意3票，反对0票，弃权0票。 该议案尚需提交股东会审议。 （三）会议应参加表决监事3人，成员有吴红柳、顾元荣（授权 王敏凌出席并表决）、王敏凌，实际参加表决的监事3人。 （四）本次监事会由吴红柳女士主持。公司副总经理、董事会秘 书、证券事务代表列席了会议。本次会议的召集、召开和表决程序符 合《公司法》和《公司章程》的有关规定。 二、监事会会议审议情况 （一）审议并通过《关于公司符合向特定对象发行 A 股股票条件 的议 ...

证券代码：000833 证券简称：粤桂股份 公告编号：2025-028 广西粤桂广业控股股份有限公司 第九届董事会第三十五次会议决议公告 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。 一、董事会会议召开情况 （一）发出会议通知的时间和方式：2025 年 5 月 9 日通过书面 送达和电子邮件方式通知各位董事。 （二）召开会议的时间、地点、方式：2025 年 5 月 19 日上午 10:30 时；广州市荔湾区流花路 85 号 3 楼 321 会议室；现场会议方式召开。 （三）会议应参加表决董事 9 人，成员有：刘富华、卢勇滨、芦 玉强、曾琼文、李茂文（授权王韶华出席并表决）、王韶华、胡咸华、 刘祎、李爱菊，实际参加表决董事 9 人。 （四）本次董事会由董事长刘富华先生主持。公司全体监事、高 级管理人员列席了现场会议。本次会议的召集、召开和表决程序符合 《公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 （一）审议通过《关于公司符合向特定对象发行 A 股股票条件的 议案》 根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司证券发行注册管理 ...

广西粤桂广业控股股份有限公司 （注册地址：广西壮族自治区贵港市贵港高新区粤桂产业园幸福路 1 号） 2、公司制定高质量发展战略 公司 2025 年度向特定对象 发行 A 股股票方案论证分析报告 二〇二五年五月 1 （本报告中如无特别说明，相关用语具有与《广西粤桂广业控股股份有限公司 2025 年度向特定对象发行 A 股股票预案》中相同的含义） 广西粤桂广业控股股份有限公司（（以下简称（ 粤桂股份"或（ 公 司"）是深圳证券交易所主板上市公司。为满足公司业务发展的资金 需求，增强公司的资本实力和盈利能力，根据《公司法》《证券法》 和（《上市公司证券发行注册管理办法》等有关法律、行政法规、部门 规章或规范性文件和（《公司章程》的规定，公司拟通过向特定对象发 行股票的方式募集资金总额不超过 90,000.00 万元（（含本数），扣除 发行费用后将用于：（1）10 万吨/年精制湿法磷酸项目；（2）广东 省英德市下太镇白面石矿区玻璃用石英砂岩矿投资项目；（3）云硫 矿业碎磨系统大型化、自动化改造项目建设。 一、本次向特定对象发行 A 股股票的背景和目的 （一）本次向特定对象发行 A 股股票的背景 1、国家产业政策大力支 ...