华西股份（000936.SZ）11月18日在投资者互动平台表示，公司目前正全力配合办理ODI备案事项，进 展情况请关注公司后续公告。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问公司出售索尔思光电股权款，公司今年第四季度 内是否可以全额收到？ ...

证券日报网讯华西股份11月14日在互动平台回答投资者提问时表示，有关公司未来发展计划事项，一切 信息请以公司在法定信息披露媒体发布的公告为准。 （文章来源：证券日报） 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

证券日报网讯 华西股份11月14日在互动平台回答投资者提问时表示，公司通过Diamond Hill， L.P.及上 海启澜两个合伙企业持有索尔思股权，Diamond Hill， L.P.已收到全部款项，因境外投资备案手续尚未 完成，上海启澜暂未收到全部款项。待两个合伙企业收到投资款并进行分配后，公司将收到全部款项。 （编辑 王雪儿） ...

证券日报网讯 华西股份11月14日在互动平台回答投资者提问时表示，公司目前主要从事涤纶化纤的研 发、生产和销售，石化仓储物流服务。公司主要参股公司有一村资本、联储证券、稠州银行，其是否涉 及相关业务，请以其公开信息为准。 （编辑 王雪儿） ...

（编辑 王雪儿） 证券日报网讯 华西股份11月14日在互动平台回答投资者提问时表示，公司全资子公司江阴华西村资本 有限公司持有稠州银行约4.40%的股权，公司对稠州银行的投资采用成本法核算。前三季度，稠州银行 未实施分红。 ...

江苏华西村股份有限公司收购报告书之 2025 年第三季度持续督导意见 国联民生证券承销保荐有限公司 关于江苏华西村股份有限公司 收购报告书 之 2025 年第三季度 持续督导意见 财务顾问 江苏华西村股份有限公司收购报告书之 2025 年第三季度持续督导意见 声 明 国联民生保荐接受信息披露义务人江阴市人民政府国有资产监督管理办公 室的委托，担任其收购江苏华西村股份有限公司股权之财务顾问。根据《上市公 司收购管理办法》第六十九条、第七十一条、《上市公司并购重组财务顾问业务 管理办法》第三十一条等有关规定，持续督导期自上市公司公告收购报告书之日 起至本次权益变动完成后 12 个月止。 华西股份于 2025 年 10 月 31 日披露了 2025 年三季度报告，通过日常沟通和 审慎核查，结合华西股份 2025 年三季度报告及其他相关公告，国联民生保荐出 具本持续督导意见。 本财务顾问特别提醒投资者注意，本持续督导意见不构成对上市公司的任何 投资建议；投资者根据本持续督导意见所做出的任何投资决策而产生的相应风 险，本财务顾问不承担任何责任。 本财务顾问未委托或授权其他任何机构或个人提供未在本持续督导意见中 列载的信 ...

Group 1 - The chemical fiber sector increased by 1.54% on November 7, with Hui Long New Materials leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] - The table of individual stocks in the chemical fiber sector shows various price changes, with Sanfangxiang down by 1.54% and Nanjing Chemical Fiber down by 1.53% [1] Group 2 - The chemical fiber sector experienced a net outflow of 49.33 million yuan from institutional investors, while retail investors saw a net inflow of 29.64 million yuan [3] - The table of fund flows indicates that Hengshen New Materials had a net inflow of 36.31 million yuan from institutional investors, but a net outflow from retail investors [3] - The overall fund flow data highlights a mixed sentiment in the sector, with some stocks attracting retail interest despite institutional selling [3]

Market Overview - The shared economy sector experienced a decline of 0.4% on October 31, with Huaxi Co. leading the drop [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Notable gainers in the shared economy sector included: - Publishing Zhongying (Code: 000572) with a closing price of 6.60, up 10.00% [1] - Bafang Co. (Code: 603489) with a closing price of 27.96, up 9.99% [1] - New Day Co. (Code: 603787) with a closing price of 14.37, up 5.27% [1] - Other stocks with positive performance included: - Yong'an Co. (Code: 603776) up 5.14% [1] - Zhejiang Wenhu Internet (Code: 600986) up 3.44% [1] Capital Flow - The shared economy sector saw a net outflow of 671 million yuan from institutional investors, while retail investors contributed a net inflow of 743 million yuan [2] - The capital flow for specific stocks indicated: - Haima Automobile (Code: 000572) had a net inflow of 2.52 billion yuan from institutional investors [3] - Bafang Co. (Code: 603489) experienced a net outflow of 2.25 billion yuan from retail investors [3]

Core Insights - The company reported a total operating revenue of 2.533 billion yuan for Q3 2025, an increase of 22.17 million yuan compared to the same period last year, marking a year-on-year growth of 0.88% [1] - The net profit attributable to shareholders reached 329 million yuan, an increase of 188 million yuan year-on-year, representing a significant growth of 132.98% [1] - The net cash inflow from operating activities was 181 million yuan, up by 170 million yuan from the previous year, achieving a year-on-year increase of 1543.11% [1] Financial Ratios - The latest debt-to-asset ratio stands at 25.40%, ranking 5th among disclosed peers [3] - The gross profit margin is 8.44%, which is an increase of 0.98 percentage points from the previous quarter and an increase of 2.84 percentage points year-on-year [3] - The return on equity (ROE) is 6.15%, ranking 5th among disclosed peers, with a year-on-year increase of 3.68 percentage points [3] Earnings Per Share and Turnover - The diluted earnings per share (EPS) is 0.37 yuan, an increase of 0.21 yuan year-on-year, reflecting a growth of 131.25% [3] - The total asset turnover ratio is 0.36 times, while the inventory turnover ratio is 5.83 times, ranking 4th among disclosed peers [3] Shareholder Structure - The number of shareholders is 66,200, with the top ten shareholders holding a total of 374 million shares, accounting for 42.26% of the total share capital [3] - The largest shareholder is Jiangsu Huaxi Group Co., Ltd., holding 29.3% of the shares [3]

Core Viewpoint - The company has reported significant changes in its financial data for the third quarter of 2025, including a notable increase in net profit and cash flow from operating activities, alongside various adjustments in asset values and liabilities [3][11][27]. Financial Data Summary - The company's cash and cash equivalents at the end of the period increased by 34.20% compared to the beginning of the year, primarily due to higher net cash flow from operating activities and an increase in borrowing guarantees [4]. - Accounts receivable decreased by 32.55%, attributed to a reduction in endorsed but not yet due receivables [4]. - Prepayments surged by 149.32%, mainly due to increased advance payments for raw material purchases [4]. - Other receivables skyrocketed by 5036.61%, driven by an increase in receivables from equity transfer [4]. - Deferred tax assets rose by 57.94%, linked to increased deductible temporary differences from provisions for bad debts related to equity transfer receivables [4]. - Contract liabilities increased by 40.08%, due to higher prepayments for sales contracts [5]. - The company reported a 474.00% increase in taxes payable, primarily due to higher income tax obligations [6]. - The net profit attributable to the parent company increased by 132.98%, mainly due to higher investment income [11]. Asset Impairment and Adjustments - The company recognized total impairment losses of 77,819,846.50 yuan for the reporting period, reflecting a cautious approach to asset valuation [27][31]. - The impairment included credit impairment losses of 69,304,778.34 yuan and asset impairment losses of 8,515,068.16 yuan, collectively reducing the total profit [30]. Shareholder and Corporate Actions - The company completed the transfer of 65,496,500 shares of Source Photonics Holdings for a total consideration of 20,026.86 million USD, with the transaction finalized on September 30, 2025 [12][13]. - The company also acquired 100% equity of Jiangyin Xiefeng Cotton and Linen Co., Ltd. for 90 million yuan, with the transaction completed by the end of the reporting period [14][15].