本公司及董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。 国联民生证券承销保荐有限公司（以下简称"国联民生保荐"）作为江阴市 人民政府国有资产监督管理办公室要约收购江苏华西村股份有限公司（以下简称 "公司"）项目之财务顾问，并委派崔文俊先生、陈思远先生、朱杨泽先生担任 持续督导的财务顾问主办人。 近日，公司收到国联民生保荐出具的《国联民生证券承销保荐有限公司关于 更换江阴市国资办收购江苏华西村股份有限公司项目持续督导财务顾问主办人 的函》，因财务顾问主办人崔文俊先生、朱杨泽先生工作变动，不再担任持续督 导的财务顾问主办人，国联民生保荐现委派王崴崴先生接替相关工作。本次变更 后，本项目的财务顾问主办人变更为陈思远先生、王崴崴先生，将继续履行上述 收购事项持续督导期间的财务顾问主办人职责。 特此公告。 证券代码：000936 证券简称：华西股份 公告编号：2026-001 江苏华西村股份有限公司 关于变更持续督导财务顾问主办人的公告 江苏华西村股份有限公司董事会 2026 年 2 月 27 日 ...

Market Overview - On February 13, the Jiangsu state-owned enterprise reform sector fell by 1.12% compared to the previous trading day, with Jiang Tian Chemical leading the decline [1] - The Shanghai Composite Index closed at 4082.07, down 1.26%, while the Shenzhen Component Index closed at 14100.19, down 1.28% [1] Stock Performance - Notable gainers in the Jiangsu state-owned enterprise reform sector included: - Shifujian Shen (300528) with a closing price of 24.59, up 3.80% on a trading volume of 530,200 shares and a transaction value of 1.297 billion [1] - Jinling Hotel (601007) closed at 8.27, up 2.48% with a trading volume of 133,600 shares and a transaction value of 110 million [1] - Major decliners included: - Jiang Tian Chemical (300927) which closed at 31.82, down 6.30% with a trading volume of 135,300 shares and a transaction value of 436 million [2] - Xugong Machinery (000425) closed at 11.79, down 3.12% with a trading volume of 836,400 shares and a transaction value of 991 million [2] Capital Flow - The Jiangsu state-owned enterprise reform sector experienced a net outflow of 420 million from main funds, while retail funds saw a net inflow of 130 million [2] - The following stocks had significant capital flows: - Taiji Industry (600667) had a net inflow of 16.97 million from main funds, while retail funds saw a net outflow of 81.12 million [3] - Jinling Hotel (601007) had a net inflow of 11.40 million from main funds, but a net outflow of 13.69 million from retail funds [3]

Group 1 - Huafeng Chemical (002064) is a global leader in the spandex industry, with strong technical advantages in differentiated spandex and early investments in bio-based and recycled spandex, benefiting from the growing demand for green fibers [2][34] - Tongkun Co., Ltd. (601233) is a domestic leader in the polyester filament industry, with strong technical and capacity advantages in differentiated and high-end products, and is expected to benefit from the recovery of downstream textile demand and policies promoting recycled fibers [3][35] - New Fengming (603225) is a core player in the polyester filament industry, with a strong position in differentiated and high-end products, and is well-positioned to benefit from the recovery of textile demand and the promotion of recycled fibers [4][36] Group 2 - Shuangxin Environmental Protection (001369) is a core enterprise in the PVA industry, with strong technical and capacity advantages, and is expanding into biodegradable and bio-based materials, expected to benefit from the growing demand for biodegradable materials [5][38] - Tianfulong (603406) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [6][39] - Wanwei High-tech (600063) is a leading company in the PVA industry, with strong technical advantages and is expanding into biodegradable materials, expected to benefit from the growing demand for biodegradable materials [7][40] Group 3 - Xinxiang Chemical Fiber (000949) is a core enterprise in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [8][41] - Taihe New Materials (002254) is a leader in the aramid industry, with strong technical advantages and is expanding into high-performance and bio-based aramid, expected to benefit from the growth in high-end fields [9][42] - Jilin Chemical Fiber (000420) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into high-performance carbon fiber, expected to benefit from the growth in aerospace and new energy sectors [10][44] Group 4 - Sanfangxiang (600370) is a core enterprise in the PTA industry, with strong technical advantages and is expanding into recycled PTA and bio-based PTA, expected to benefit from the recovery of textile demand [11][45] - Shenma Co., Ltd. (600810) is a leader in the nylon 66 industry, with strong technical advantages and is expanding into high-performance and recycled nylon, expected to benefit from the growth in automotive and industrial fabric demand [12][46] - Hailide (002206) is a leader in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [13][47] Group 5 - Youfu Co., Ltd. (002427) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [14][48] - Huaxi Co., Ltd. (000936) is a core enterprise in the polyester staple fiber industry, with strong technical advantages and is expanding into recycled and bio-based polyester, expected to benefit from the recovery of textile demand [15][49] - Baolidi (300905) is a leader in the chemical fiber color masterbatch industry, with strong technical advantages and is expanding into biodegradable color masterbatches, expected to benefit from the green transformation of the chemical fiber industry [16][51] Group 6 - Nanjing Chemical Fiber (600889) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [17][52] - Haiyang Technology (603382) is a core enterprise in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [18][53]

Core Viewpoint - Huaxi Co., Ltd. has stated that information regarding the external investments of its associate company, Yicun Capital Co., Ltd., should be based on publicly available information [2] Group 1 - Huaxi Co., Ltd. responded to investor inquiries on February 3 regarding its associate company [2]

Core Viewpoint - The company confirmed that the income from the transfer of Solstice Optoelectronics shares has been recognized in the third quarter report of 2025 [1] Group 1 - The company was asked whether the income from the transfer of Solstice shares would be included in the 2025 revenue [1] - The company’s secretary responded that the related gains and losses have already been confirmed in the Q3 2025 report [1]

证券日报网讯2月3日，华西股份（000936）在互动平台回答投资者提问时表示，公司转让索尔思光电股 份（600184）相关损益已在2025年三季度报告中确认。 ...

Group 1 - The core point of the article is that Huaxi Co., Ltd. (000936) has confirmed its indirect stake in Suzhou Tengmai Pharmaceutical Technology Co., Ltd. through its investee company Yicun Capital Co., Ltd. [1] Group 2 - Huaxi Co., Ltd. responded to investor inquiries on an interactive platform regarding its investment activities [1] - Yicun Capital Co., Ltd. is the investment entity that holds shares in Suzhou Tengmai Pharmaceutical Technology Co., Ltd. [1]

Group 1 - The company, Huaxi Co., stated that it currently does not hold any shares of Jiangsu Bank Co., Ltd. in response to investor inquiries on an interactive platform [2]

Group 1 - The core point of the article is that Huaxi Co., Ltd. (000936) has confirmed its investment in Guangzhou Huidian Yunlian Digital Energy Co., Ltd. through its subsidiary Yicun Capital Co., Ltd. [1] Group 2 - Huaxi Co., Ltd. responded to investor inquiries on an interactive platform regarding its stake in Guangzhou Huidian Yunlian Digital Energy Co., Ltd. [1] - The investment is held through Yicun Capital Co., Ltd., indicating a strategic move in the energy sector [1]

Group 1 - The company, Huaxi Co., Ltd. (000936), holds shares in Huatai Securities Co., Ltd. and a stake in Lianhe Securities Co., Ltd. [1]