早 报 精 选 1、 中共中央政治局召开会议，决定今年10月召开二十届四中全会，研究关于制 定"十五五"规划的建议。会议分析研究当前经济形势，部署下半年经济工作。 2、中央财政今年初步安排预算900亿元育儿补贴。 3、外交部：中国将根据自身国家利益采取合理的能源保障措施。 4、全国基孔肯雅热疫情防治工作电视电话会议在京召开。 5、昨日的外交部例行记者会上，有记者提问称，美国财政部长表示，如果中国继续购 买俄罗斯石油，中国可能会面临更高的关税。郭嘉昆表示，中国将根据自身国家利益 采取合理的能源保障措施，关税战没有赢家，胁迫、施压解决不了问题。 行 业 新 闻 1、 国务院新闻办公室昨日举行新闻发布会，国家卫生健康委人口家庭司司长王海东 介绍，2022年1月1日以后出生的符合条件的婴幼儿，都可以领取育儿补贴。国家卫 生健康委副主任郭燕红表示，育儿补贴不分城乡、民族、区域，也不分一孩、二孩或 者三孩，实现三孩生育政策下家庭支持的全面覆盖。财政部社会保障司司长郭阳表 示，今年初步安排育儿补贴补助资金预算900亿元左右。 5、上纬新材：股票交易异常波动，今起停牌核查。 宏 观 新 闻 1、 中共中央政治局7月30日召开 ...

7月30日晚间，河化股份发布公告称，公司收到控股股东宁波银亿控股有限公司的通知，其正在筹划股 权转让相关事宜，该事项可能导致公司控股股东及实际控制人发生变更。目前各方尚未签署正式交易协 议，拟就相关事项进行进一步论证和磋商。 河化股份表示，鉴于该事项正在筹划中，具有较大不确定性。为保证公平信息披露，维护投资者利益， 避免造成公司股价异常波动，公司股票自7月31日上午开市起停牌，预计停牌时间不超过2个交易日。 拟出资500万元参与设立创业投资基金 近期，河化股份大动作不断。7月11日，河化股份发布公告称，公司作为有限合伙人，与专业投资机构 宁波梅山保税港区兴融盛资产管理有限公司及自然人杨爱婷共同签署《深圳鹏誉弘源创业投资合伙企业 （有限合伙）合伙协议》，拟设立深圳鹏誉弘源创业投资合伙企业（有限合伙）。首批认缴出资总额为 1100万元，其中公司以自有资金出资500万元，占认缴出资总额的45.45%。 根据公告，该基金主要投资于原料药企业上下游、合成生物医药等行业领域优质股权标的企业，或全体 合伙人认可的其他未上市企业股权。投资期为3年，退出期为2年。 河化股份表示，此次投资旨在优化公司资金使用效率，借助专业机构资 ...

利德曼（300289）：筹划重大资产重组；宁德时代：上半年净利同比增33.33% 拟10派10.07元；河化股 份、三超新材：筹划公司控制权变更事项 31日起停牌；上纬新材：股票交易异常波动 31日起停牌核 查；金橙子：筹划购买萨米特光电科技55%股权 31日起停牌；芯海科技、华恒生物：筹划发行H股并在 香港联交所上市；万科A：深铁集团向公司提供不超过8.69亿元借款；中船应急：公司股票8月1日起被 实施其他风险警示…… 聚焦一 利德曼：筹划重大资产重组 公司正在筹划以支付现金方式收购北京先声祥瑞生物制品股份有限公司（以下简称"目标公司"）部分股 东持有的目标公司合计不超过70%的股份。本次交易前，公司未持有目标公司的股份；本次交易完成 后，公司将取得目标公司控制权，目标公司将成为公司的控股子公司。根据初步测算，本次交易预计构 成重大资产重组。2025年7月30日，公司与目标公司、目标公司股东上海百家汇投资管理有限公司、海 南先声百家汇科技发展有限公司、南京百佳瑞企业管理咨询合伙企业（有限合伙）签署了《框架协 议》。 公告显示，目标公司是一家主要从事体内诊断试剂及人用疫苗的企业，主要产品为结核菌素纯蛋白衍生 ...

Core Viewpoint - Hehua Co., Ltd. (河化股份) announced a suspension of its stock trading due to a planned change in control, with the suspension expected to last no more than two trading days [2][4]. Group 1: Company Background - Hehua Co., Ltd. primarily engages in the research, production, and sales of pharmaceutical intermediates, as well as the commissioned processing and sales of urea [5]. - The company’s subsidiary, Nansong Pharmaceutical, specializes in the development and production of pharmaceutical intermediates, with products sold domestically and internationally, including to countries like India and Finland [5]. - Hehua Co., Ltd. has undergone two changes in actual control since its establishment in 1993, with the current controlling shareholder being Ningbo Yinyi Holdings Co., Ltd. (银亿控股) since 2016 [5]. Group 2: Recent Developments - Ningbo Yinyi Holdings is currently planning a share transfer that may lead to a change in the controlling shareholder and actual controller of Hehua Co., Ltd. [4]. - The company reported a revenue of 40.83 million yuan in Q1, a year-on-year decrease of 34.05%, but achieved a net profit of 1.36 million yuan, marking a turnaround from losses [5]. - Hehua Co., Ltd. has faced operational challenges, including a significant decline in performance after the acquisition of Nansong Pharmaceutical, which was intended to pivot the business towards fine chemical production [8]. Group 3: Financial and Market Performance - Hehua Co., Ltd. has seen its stock price increase by over 40% this year, with a notable surge on July 30, when the stock hit the daily limit [9]. - The company is focusing on enhancing its core business and expanding market reach to identify new profit growth points [9].

Group 1 - The company announced that its controlling shareholder, Ningbo Yinyi Holdings Co., Ltd., is planning a share transfer that may lead to a change in the controlling shareholder and actual controller [2] - The company's stock was suspended from trading starting July 31, with an expected suspension period of no more than two trading days [2] - On July 30, the company's stock price hit the daily limit, closing at 8.02 yuan per share, with a market capitalization exceeding 2.9 billion yuan [2] Group 2 - In 2024, the company achieved operating revenue of 212 million yuan, a year-on-year increase of 12.81%, and a net profit of 79.25 million yuan, compared to a net loss of 11.56 million yuan in 2023 [2] - The strong performance was attributed to robust growth in the pharmaceutical intermediates business and steady improvement in the urea business, although challenges remain in cost control and market expansion [2] - For 2025, the company plans to expand its existing product supply chain, enhance management efficiency, increase R&D investment, and support the strategic transformation of its main business, Nansong Pharmaceutical [3] Group 3 - In Q1 2025, the company reported operating revenue of 40.83 million yuan, a year-on-year decline of 34.05%, and a net profit of 1.36 million yuan, compared to a net loss of 116,000 yuan in the same period last year [3] - The company aims to overcome challenges such as significant fluctuations in the urea market and the diminishing brand effect of its urea products [3]

Group 1 - The company received a notification from its controlling shareholder, Ningbo Yinyi Holdings Co., Ltd., regarding the planning of a share transfer, which may lead to a change in the controlling shareholder and actual controller of the company [1] - The company's stock reached a limit up on July 30, closing at 8.02 yuan per share, prior to the announcement [1] - The stock will be suspended from trading starting July 31, with an expected suspension period of no more than two trading days [1] Group 2 - The control change is currently in the negotiation stage, and the outcome remains uncertain as no formal transaction agreements have been signed [1] - The company primarily engages in the research, production, and sales of pharmaceutical intermediates, as well as the commissioned processing and sales of urea [1] Group 3 - In 2024, the company achieved total operating revenue of approximately 212 million yuan, representing a year-on-year increase of 12.81% [1] - The net profit attributable to shareholders of the listed company for 2024 was approximately 79.25 million yuan, showing a significant year-on-year increase of 785.62% [1] - In the first quarter of 2025, the company reported operating revenue of 40.83 million yuan, a year-on-year decrease of 34.05%, while the net profit attributable to shareholders was approximately 1.36 million yuan, reflecting a year-on-year increase of 217.42% [1]

Core Viewpoint - The controlling shareholder of Hehua Co., Ltd. is planning a change in control, leading to a temporary suspension of the company's stock trading starting July 31 [1][3]. Group 1: Shareholder Control Change - Hehua Co., Ltd. announced that its controlling shareholder, Ningbo Yinyi Holdings Co., Ltd., is in the process of planning a share transfer, which may result in a change of the controlling shareholder and actual controller [1]. - No formal transaction agreements have been signed yet, and further discussions and evaluations are ongoing regarding this matter [1]. Group 2: Stock Suspension - Due to the ongoing planning of the shareholder control change, Hehua Co., Ltd. has decided to suspend its stock trading to ensure fair information disclosure and protect investor interests, with the suspension expected to last no more than two trading days [3]. Group 3: Investment Activities - Recently, Hehua Co., Ltd. has been active in investment, announcing on July 11 that it will invest 5 million yuan in establishing a venture capital fund in partnership with a professional investment institution and an individual [3]. - The total initial capital commitment for the fund is 11 million yuan, with Hehua Co., Ltd. holding a 45.45% stake [3]. - The fund will primarily invest in high-quality equity targets in the upstream and downstream of raw pharmaceutical enterprises and synthetic biological medicine, with an investment period of three years and an exit period of two years [3]. Group 4: Company Profile - Hehua Co., Ltd. is primarily engaged in the research, development, production, and sales of pharmaceutical intermediates, as well as the commissioned processing and sales of urea [4]. - On July 30, Hehua Co., Ltd. experienced a significant stock price increase, reaching a closing price of 8.02 yuan per share, with a total market capitalization of 2.9 billion yuan [4].

Group 1 - The core viewpoint of the article is that Hehua Co., Ltd. is undergoing a potential change in control due to its major shareholder, Ningbo Yinyi Holdings Co., Ltd., planning a share transfer, which may lead to a change in the company's controlling shareholder and actual controller [2][3] - Hehua Co., Ltd. announced a stock suspension starting from July 31 to ensure fair information disclosure and protect investor interests, with the suspension expected to last no more than two trading days [3] - The company is participating in the establishment of a venture capital fund with a total initial investment of 1.1 million yuan, where Hehua Co., Ltd. will contribute 500,000 yuan, accounting for 45.45% of the total [4][5] Group 2 - The venture capital fund will primarily invest in high-quality equity targets in the upstream and downstream of raw pharmaceutical enterprises and synthetic biological medicine, with an investment period of three years and an exit period of two years [5] - Hehua Co., Ltd. is engaged in the research, production, and sales of pharmaceutical intermediates and urea processing and sales [5] - On July 30, Hehua Co., Ltd.'s stock price experienced significant movement, reaching a closing price of 8.02 yuan per share, with a total market capitalization of 2.9 billion yuan [5]

证券代码：000953 证券简称：河化股份 公告编号：2025-026 2、公司控制权变更事项目前处于商谈阶段，结果尚存在不确定性， 敬请广大投资者关注后续公告，注意投资风险。 公司近日收到控股股东宁波银亿控股有限公司的通知，其正在筹 划股权转让相关事宜，该事项可能导致公司控股股东及实际控制人发 生变更，目前各方尚未签署相关正式交易协议，拟就相关事项进行进 一步论证和磋商，具体情况以各方签订的相关正式交易协议为准。 鉴于该事项正在筹划中，具有较大不确定性。为保证公平信息披 露，维护投资者利益，避免造成公司股价异常波动，根据《深圳证券 交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 6 号——停复牌》等有关规定，经公司向深圳证券交易所申请，公司股 票（股票简称：河化股份，股票代码：000953）自 2025 年7月 31 日 （星期四）上午开市起停牌，预计停牌时间不超过 2 个交易日。 股票停牌期间，公司将根据相关事项进展情况，严格按照有关法 律法规的规定和要求履行信息披露义务。待上述事项确定后，公司将 及时发布相关公告并申请公司股票复牌。 广西河池化工股份有限公司 关于筹划公司控制权变更事项的停牌 ...

证券代码：000953 证券简称：河化股份 公告编号：2025-024 广西河池化工股份有限公司 第十一届董事会第一次会议决议公告 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、误导性陈述或者重大遗漏。 广西河池化工股份有限公司（以下简称"公司"）第十一届董事会第一 次会议通知于2025年7月11日以书面和电子邮件的形式发出，会议于2025 年7月21日公司本部三楼会议室以现场及视频会议的形式召开。本次会议 由全体董事共同推举施伟光先生主持，会议应到董事9人，实到董事9人， 公司高管人员列席会议。本次会议的召集和召开程序符合《中华人民共和 国公司法》（以下简称《公司法》）和《广西河池化工股份有限公司章程》 （以下简称《公司章程》）的有关规定。会议经过认真审议，形成如下决 议： 一、审议通过了《关于选举公司第十一届董事会董事长的议案》 选举施伟光先生为公司第十一届董事会董事长（暨法定代表人），董 事长任期与其在本届董事会任期相同。 表决结果：9票同意，0票反对，0票弃权。 二、审议通过了《关于选举公司第十一届董事会副董事长的议案》 选举魏一雪先生为公司第十一届董事会副董事长，副董事长 ...