外资态度来看，本期较上一季未再披露的外资机构包括UBS AG、MORGAN STANLEY & CO. INTERNATIONAL PLC.、高盛国际-自有资金。 2025年10月28日，河化股份(000953.SZ)发布2025年第三季报。截至2025年10月27日，共有3个机构投资 者披露持有河化股份A股股份，合计持股量达1.26亿股，占河化股份总股本的34.35%。其中，机构投资 者包括宁波银亿控股有限公司、广西河池化学工业集团有限公司、深圳市丽人文化传播有限公司，机构 投资者合计持股比例达34.35%。相较于上一季度，机构持股比例合计下跌了1.19个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计3个，包括海富通沪深300增强C、新华中小市值 优选混合、华夏中证800指数增强A。 ...

智通财经APP讯，河化股份(000953.SZ)发布2025年三季度报告，前三季度，公司实现营业收入1.29亿 元，同比下降22.34%。归属于上市公司股东的净利润793.32万元，同比下降89.99%。归属于上市公司股 东的扣除非经常性损益的净利润753.89万元，同比增长576.51%。 ...

Core Insights - The company reported a third-quarter revenue of 48.62 million yuan, representing a year-on-year increase of 26.76% [1] - The net profit for the third quarter was 4.095 million yuan, showing a significant decline of 94.66% [1] - For the first three quarters, the total revenue was 129 million yuan, which is a year-on-year decrease of 22.34% [1] - The net profit for the first three quarters was 7.9332 million yuan, reflecting a year-on-year decline of 89.99% [1]

证券代码：000953 证券简称：河化股份 公告编号：2025-035 广西河池化工股份有限公司 2025 年第三季度报告 广西河池化工股份有限公司 2025 年第三季度报告 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 1 广西河池化工股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 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。 重要内容提示： 其他符合非经常性损益定义的损益项目的具体情况： □适用 不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第 1 号——非经常性损益》中列举的非经常性损益项目界定为经常性损益 项目的情况说明 □适用 不适用 公司不存在将《公 ...

上市公司名称：广西河池化工股份有限公司 股票上市地点：深圳证券交易所 股票简称：河化股份 股票代码：000953 信息披露义务人：宁波中哲瑞和企业管理咨询有限公司 住所及通讯地址：浙江省宁波市鄞州区金源路 626 号 18-4-1 室 权益变动性质：股份增加（协议转让） 签署日期：二〇二五年九月 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式 准则第15号——权益变动报告书》《公开发行证券的公司信息披露内容与格式 准则第16号——上市公司收购报告书》及其他相关法律、法规及规范性文件的 规定编写本报告书。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露了信息披露义务人拥有的广西河池化工股份有限公司（以 下简称"河化股份"）股份变动情况。截至本报告书签署之日，除本报告书披 露的信息外，信息披露义务人没有通过任何其他方式增加或减少其在河化股份 中拥有权益的股份。 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人公司章程或内部规则中的 ...

广发证券股份有限公司 关于广西河池化工股份有限公司 详式权益变动报告书 之 本部分所述词语或简称与本核查意见"释义"所述词语或简称具有相同含义。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购 管理办法》《公开发行证券的公司信息披露内容与格式准则第15号——权益变动 报告书》《公开发行证券的公司信息披露内容与格式准则第16号——上市公司收 购报告书》等法律法规及规范性文件的有关规定，广发证券股份有限公司按照行 业公认的业务标准、道德规范，本着诚实信用和勤勉尽责的原则，对信息披露义 务人出具的《详式权益变动报告书》所披露的内容出具核查意见。 本财务顾问特作如下声明： 1、本财务顾问及信息披露义务人与本次权益变动行为之间不存在任何关联 关系，亦未委托或授权其他任何机构或个人提供未在本核查意见中列载的信息和 对本核查意见做任何解释或者说明。 2、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人已 做出承诺，保证其所提供的信息和文件真实、准确、完整，不存在任何重大遗漏、 虚假记载或误导性陈述，并对其真实性、准确性、完整性负责。 财务顾问核查意见 2025 年 9 月 声 明 3、本财务 ...

Core Viewpoint - Hehua Co., Ltd. (河化股份) is undergoing a significant change in control, with the transfer of shares from Ningbo Yinyi Holdings (银亿控股) to Ningbo Zhongzhe Ruihe Enterprise Management Consulting Co., Ltd. (中哲瑞和), marking the second attempt at a change of control within a month [4][9]. Group 1: Ownership Changes - On September 13, Hehua Co. disclosed that its controlling shareholder, Ningbo Yinyi Holdings, will transfer 87 million shares (23.76% of total shares) to Zhongzhe Ruihe, making Zhongzhe the new controlling shareholder [4][9]. - This is the second attempt at a change of control in a short period, with the first plan involving a transfer to Beijing Shengding Technology Co., Ltd. that was ultimately unsuccessful [6][8]. - The new transaction price for the shares is 632 million yuan, which is 60 million yuan lower than the previous proposal [9]. Group 2: Stock Price Movements - Prior to both announcements of ownership changes, Hehua Co.'s stock price experienced unusual surges, hitting the daily limit up on both occasions [5][13]. - The stock price movements have raised questions about potential insider trading, as the price increases occurred just before the public announcements [13]. Group 3: Background of New Controlling Shareholder - Zhongzhe Ruihe was established on July 23, 2025, and is fully owned by Zhongzhe Group, which has a diverse business portfolio and significant revenue [16]. - The new actual controller, Yang Herong, is a prominent entrepreneur in Ningbo and has previously collaborated with the outgoing controller, Xiong Xuqiang [9][16]. Group 4: Foreign Investment Interest - Recently, foreign investment has increased in Hehua Co., with several foreign institutions acquiring shares, indicating a growing interest from international investors [16][17]. Group 5: Pledge and Risk Factors - The shares being transferred are under a long-term pledge to a bank, which complicates the ownership transfer process [19][23]. - The asset transfer agreement includes strict liability clauses, which could impose significant penalties on the outgoing shareholder if certain conditions are not met [24].

Core Viewpoint - Hehua Co., Ltd. is undergoing a significant change in control, with the transfer of shares from Ningbo Yinyi Holdings to Ningbo Zhongzhe Ruihe Management Consulting Co., Ltd., marking the second attempt at a change of control within a month [3][4][9]. Group 1: Change of Control - On September 13, Hehua Co. disclosed a report indicating that its controlling shareholder, Ningbo Yinyi Holdings, will transfer 87 million shares (23.76% of total shares) to Zhongzhe Ruihe, making Zhongzhe the new controlling shareholder [3][9]. - This is the second attempt at a change of control in a short period, with the first plan involving a transfer to Beijing Shending Technology, which was aborted due to unmet payment conditions [4][8]. - The new transaction price is 632 million yuan, which is 60 million yuan less than the previous proposal [9]. Group 2: Stock Price Movements - Prior to both announcements of the change of control, Hehua Co.'s stock price experienced unusual surges, hitting the daily limit on both occasions [5][12]. - On July 30, the stock price reached a limit of 8.02 yuan, and on September 9, it again hit the limit, raising concerns about potential insider trading [12][20]. Group 3: Background of New Controlling Shareholder - Zhongzhe Ruihe was established on July 23, 2025, and is fully owned by Zhongzhe Group, which has a diverse business portfolio and significant revenue [14]. - The new actual controller, Yang Herong, is a prominent entrepreneur in Ningbo and has previously collaborated with the outgoing controller, Xiong Xuqiang [9][14]. Group 4: Foreign Investment Interest - Recently, foreign investment has increased in Hehua Co., with three foreign institutions and two individuals entering the top ten shareholders list [14]. - UBS, Morgan Stanley, and Goldman Sachs are among the foreign entities that have acquired shares, indicating growing interest from international investors [14]. Group 5: Pledge and Legal Risks - The shares being transferred are under a long-term pledge to a bank, which raises questions about the transaction's feasibility [16][18]. - The asset transfer agreement includes strict liability clauses, imposing significant penalties on Yinyi Holdings if the company faces delisting risks before the transfer is completed [19][20].

上市公司名称：广西河池化工股份有限公司 股票上市地点：深圳证券交易所 股票简称：河化股份 股票代码：000953 信息披露义务人：宁波银亿控股有限公司 法定住所：宁波保税区发展大厦 2809 室 通讯地址：宁波市江北区人民路 132 号银亿外滩大厦 27 楼 权益变动性质：股份减少（协议转让） 签署日期：2025年9月12日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》 及其他相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定，本报 告书已全面披露了信息披露义务人在广西河池化工股份有限公司拥有权益的股 份变动情况。 四、截至本报告书签署日，除本报告书披露的信息外，信息披露义务人没有 通过任何其他方式增加或减少其在广西河池化工股份有限公司中拥有权益的股 份。 五、本次权益变动的标的股份目前处在质押状态， ...

Group 1 - The core point of the article is that Hehua Co., Ltd. announced a share transfer agreement where its controlling shareholder, Ningbo Yinyi Holdings Co., Ltd., will transfer 87 million shares (23.76% of total equity) to Ningbo Zhongzhe Ruihe Enterprise Management Consulting Co., Ltd. for a total price of 632 million yuan [1] - After the completion of this equity change, Yinyi Holdings will no longer hold shares in the company, and Zhongzhe Ruihe will become the controlling shareholder, with Yang Herong as the actual controller of the company [1] - The share transfer is subject to compliance review by the Shenzhen Stock Exchange and the registration procedures by China Securities Depository and Clearing Co., Ltd. [1]