证券代码：000953 证券简称：河化股份 公告编号：2025-027 广西河池化工股份有限公司 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。 简称：河化股份，股票代码：000953）自2025年8月4日（星期一）上午 开市起继续停牌，预计停牌时间不超过3个交易日。 定性，敬请广大投资者关注后续公告，注意投资风险。 一、停牌事项 简称"银亿控股"）的通知，其正在筹划转让其所持有的公司 23.76% 的股权事宜，该事项可能导致公司控制权发生变更。目前各方尚未签 署相关正式交易协议，正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。 停牌期间，公司将根据事项进展情况，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 相关公告并申请复牌。 公司指定信息披露媒体为《中国证券报》《证券时报》及巨潮资 讯网（www.cninfo.com.cn），公司所有信息均以在上述指定信息披露媒 体刊登的公告为准。敬请广大投资者关注后续公告，并注意投资风险。 特此公告。 特别提示： 鉴于该事项正在筹划中，尚未签署协议， ...

格隆汇8月1日丨河化股份(000953.SZ)公布，2025年8月1日，公司收到银亿控股通知，相关各方正在积 极推进本次交易的各项工作，交易对方系属化工材料行业，但交易各方尚未签署正式协议，整体交易方 案仍在积极协商中，公司预计无法在2025年8月4日（星期一）上午开市起复牌。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》等相关规定，经向深圳证 券交易所申请，公司股票自2025年8月4日（星期一）开市起继续停牌，预计停牌时间不超过3个交易 日。 ...

证券代码：000953 证券简称：河化股份 公告编号：2025-027 广西河池化工股份有限公司 关于筹划控制权变更事项进展暨继续停牌的公告 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。 特别提示： 1、广西河池化工股份有限公司（以下简称"公司"）股票（股票 简称：河化股份，股票代码：000953）自2025年8月4日（星期一）上午 开市起继续停牌，预计停牌时间不超过3个交易日。 2、本次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。 一、停牌事项 2025年7月30日，公司收到控股股东宁波银亿控股有限公司（以下 简称"银亿控股"）的通知，其正在筹划转让其所持有的公司 23.76% 的股权事宜，该事项可能导致公司控制权发生变更。目前各方尚未签 署相关正式交易协议，正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，尚未签署协议，具有较大不确定性。为 保证公平信息披露，维护投资者利益，避免公司股价异常波动，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（000953）公告，公司股票自2025年8月4日(星期一)上午开市起继续停牌，预计停牌时间不超 过3个交易日。此前，公司控股股东银亿控股正在筹划转让其持有的公司23.76%的股权，该事项可能导 致公司控制权发生变更。目前各方尚未签署相关正式交易协议，正就相关事项进行进一步论证和磋商。 ...

Core Insights - The report highlights that in 2024, the total salary for A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 708,000 yuan [1] - A total of 1,144 company secretaries earned over 1 million yuan, accounting for more than 21% of the total [1] Salary Distribution - The average annual salary for company secretaries in the A-share raw material pharmaceutical sector is 608,400 yuan [2] - The distribution of salaries shows that 49% earn below 500,000 yuan, 40% earn between 500,000 and 1 million yuan, and 11% earn above 1 million yuan [2] - The top five highest-paid company secretaries have annual salaries of 1.9309 million yuan, 1.514 million yuan, 1.2 million yuan, 1.17 million yuan, and 1.1 million yuan respectively [2] Age and Education Distribution - Company secretaries aged between 30 and 50 constitute 60% of the market, while those over 50 account for 38%, and those aged 30 or below make up 2% [1] - More than half of the company secretaries hold a bachelor's degree, with 9% having an associate degree, 52% a bachelor's degree, and 39% a master's degree [1] Investor Engagement - There is significant variation in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually [2] - The top five companies with the most investor meetings conducted 520, 437, 325, 323, and 291 meetings respectively [3]

Core Insights - The report highlights that in 2024, the total salary for A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of company secretaries earn more than 1 million yuan annually, indicating a significant portion of high earners in this role [1] Salary Distribution - The average annual salary for secretaries in the A-share pharmaceutical sector is 608,400 yuan [5] - The distribution of salaries shows that 49% earn below 500,000 yuan, 40% earn between 500,000 and 1 million yuan, and 11% earn above 1 million yuan [5] - The top five highest-paid secretaries have salaries ranging from 1.0832 million to 1.9309 million yuan, with varying years of service [7] Age and Education Demographics - The majority of company secretaries (60%) are aged between 30 and 50 years, while 38% are over 50 years, and only 2% are 30 years or younger [1] - More than half (52%) of the secretaries hold a bachelor's degree, with 39% holding a master's degree and 9% holding an associate degree [3] Investor Relations - There is a significant variance in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually [9] - The five companies with the highest number of investor meetings range from 291 to 520 meetings per year, with their secretaries' salaries varying widely [9]

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - A total of 1,144 company secretaries earned over 1 million yuan, accounting for more than 21% of the total [1] Salary Distribution - The average annual salary for company secretaries in the A-share raw material pharmaceutical sector is 608,400 yuan [5] - The distribution of salaries shows that 49% earn below 500,000 yuan, 40% earn between 500,000 and 1 million yuan, and 11% earn above 1 million yuan [5] Age and Education Distribution - Company secretaries aged between 30 and 50 constitute 60% of the market, while those over 50 account for 38%, and those aged 30 or below make up 2% [3] - Over half of the company secretaries hold a bachelor's degree, with the breakdown being 9% with an associate degree, 52% with a bachelor's degree, and 39% with a master's degree [3] Top and Bottom Salaries - The top five highest-paid company secretaries have annual salaries of 1.9309 million yuan, 1.514 million yuan, 1.2 million yuan, 1.176 million yuan, and 1.0832 million yuan, respectively [7] - The three lowest-paid company secretaries earn 174,200 yuan, 187,500 yuan, and 190,700 yuan, all of whom have served in their positions for less than two years [7] Investor Engagement - There is significant variation in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually [9] - Five companies reported zero investor meetings, while the top five companies for investor engagement had between 291 and 520 meetings, with corresponding secretary salaries ranging from 267,000 yuan to 444,200 yuan [9]

Core Viewpoint - Hehua Co., Ltd. (河化股份) is facing a potential change in control as its major shareholder, Ningbo Yinyi Holdings (银亿控股), is planning to transfer its equity, which may lead to a change in the company's controlling shareholder and actual controller [1][3][5]. Group 1: Company Background and Current Situation - Hehua Co., Ltd. was originally focused on urea and agricultural chemicals, but in 2020, it expanded into the pharmaceutical intermediate sector, creating a dual business model [1]. - The current actual controller, Xiong Xuqiang, acquired control of Hehua Co. in 2016 through Yinyi Holdings, but the company's performance has been poor, with a cumulative net loss of 440 million yuan from 2016 to 2024 [1][13]. - The stock of Hehua Co. was suspended from trading on July 31, 2023, due to the announcement of the potential equity transfer [4]. Group 2: Financial Performance - From 2016 to 2024, Hehua Co. reported fluctuating revenues, with total revenues of 39.8 million yuan in 2016 and only 21.2 million yuan in 2024, indicating a downward trend [13]. - The net profit attributable to shareholders has been negative for most years during this period, with a total cumulative loss of 440 million yuan [13]. - In the first quarter of 2025, the net profit increased by 217.42% year-on-year, but this amounted to only 1.36 million yuan, highlighting ongoing financial struggles [14]. Group 3: Shareholder Dynamics - Yinyi Holdings currently holds 87 million shares of Hehua Co., accounting for 23.76% of the total shares, all of which are pledged [5]. - The major shareholders have frequently reduced their holdings, with the original controlling shareholder, Hehua Group, decreasing its stake from 60.26% at the time of listing to 12.75% by 2025 [10][12]. - There are no fund companies among the top ten shareholders, indicating a lack of institutional interest in Hehua Co. [2][12]. Group 4: Market Reaction and Speculation - The stock price of Hehua Co. surged from 2.23 yuan to 8.02 yuan per share since late June 2024, representing a cumulative increase of 160% [8]. - The sudden stock price increase prior to the announcement of the control transfer has raised questions about potential leaks of information [4][8].

Group 1 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

Market Overview - The three major indices showed mixed performance, with the component sector leading the gains. As of the opening today, the Shanghai Composite Index reported 3604.70 points, down 0.30%; the Shenzhen Component Index reported 11208.46 points, up 0.05%; and the ChiNext Index reported 2382.97 points, up 0.65% [1] Policy and Economic Developments - The Political Bureau of the Central Committee of the Communist Party of China decided to hold the Fourth Plenary Session of the 20th Central Committee in October, emphasizing the need for macro policies to continue to exert force and enhance the attractiveness and inclusiveness of the domestic capital market [2] - The Ministry of Commerce expressed that China welcomes investments from foreign enterprises, including U.S. companies, to share development opportunities [2] Corporate Announcements - Ningde Times reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and proposed a cash dividend of 10.07 yuan per 10 shares [4] - Vanke A announced that the Shenzhen Metro Group would provide a loan of up to 869 million yuan to the company [4] - Long River Power announced plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [4] - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrades [4] Market Trends and Analysis - Financial analysts believe that despite recent fluctuations in the A-share market, the overall upward trend remains unchanged, with active trading and a market turnover exceeding 1.8 trillion yuan [8] - The "anti-involution" policy is expected to alleviate the "increased income without increased profit" dilemma, supporting a recovery in A-share performance [8]