广东德美精细化工集团股份有限公司 关于持股 5%以上股东减持股份预披露公告 信息披露义务人持股 5%以上股东佛山市顺德区昌连荣投资有限公司保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：002054 证券简称：德美化工 公告编号：2025-061 特别提示：持有广东德美精细化工集团股份有限公司（以下简称"本公司"或"德美化 工"）股份 24,405,807 股（占本公司总股本比例 5.06%）的股东佛山市顺德区昌连荣投资有 限公司（以下简称"昌连荣投资"）计划在本公告披露之日起 15 个交易日后的 3 个月内通过 证券交易所集中竞价交易、大宗交易方式合计减持德美化工股份不超过 14,463,463 股(若 计划减持期间有派息、送股、资本公积金转增股本、配股等除权除息事项，拟减持股份数量 和减持价格将相应进行调整)，即合计减持不超过德美化工股份总数的 3%。 一、股东的基本情况 | 股东名称 | 持股数量（股） | 占本公司总股本比例 | | --- | --- | --- | | 昌连荣投资 | ...

德美化工公告称，公司持股5%以上股东昌连荣投资减持计划期限于2025年12月8日届满。此前其计划3 个月内减持不超14,463,463股，即不超公司股份总数的3%。实际在2025年9月16日至10月20日，通过集 中竞价和大宗交易合计减持9,163,150股，占总股本的1.90%。减持后，昌连荣投资持股降至24,405,807 股，占总股本5.06%。本次减持符合规定，不会导致公司控制权变化，不影响持续经营。 ...

公司近日收到股东昌连荣投资出具的《关于减持计划到期暨实施情况的告知函》，截至 2025年12月8日昌连荣投资本次减持计划期限已届满。现将有关情况公告如下： 一、股东减持情况 | 股东 | 减持 | 减持期间 | 减持均价 | 减持股数 | 减持股数占 | 减持股数占剔除 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | 方式 | | （元/股） | （股） | 总股本的比 | 公司回购专用证 | | | | | | | 例（%） | 券账户股份后的 | | | | | | | | 总股本的比例（%） | | | 集 中 竞 价交易 | 2025年9月16日 -2025年10月20日 | 7.03 | 4,764,550 | 0.99% | 0.99% | | 昌连荣 | 大 宗 交 | 2025 年 9 月 16 日 | | | | | | 投资 | 易 | -2025年10月20日 | 6.90 | 4,398,600 | 0.91% | 0.91% | | | 合计 | - - | 6.97 | 9,163,150 | 1.90% | 1.90% | ...

Group 1 - The company, Demy Chemical, stated that its main business includes textile chemicals, leather chemicals, tara products, and petroleum fine chemicals [2]

Group 1 - The company, Demy Chemical, has invested in an industrial fund that holds a stake in Benyuan Quantum [1] - The industrial fund, Foshan Desheng Tianlin Equity Investment Partnership, currently owns 0.97% of Benyuan Quantum [1]

Group 1 - The company 德美化工 (002054.SZ) has confirmed its investment in 本源量子 through a fund, holding 0.97% of its shares [1]

Core Viewpoint - The company is actively engaging in investments through its industrial fund, focusing on emerging technologies such as quantum computing and new materials, while also addressing investor inquiries regarding its strategic direction in these areas [2][3]. Group 1: Stock Performance - As of November 6, 2025, the stock price of the company is 8.23 yuan, reflecting a decrease of 0.6% with a turnover rate of 7.1% [1]. Group 2: Investor Inquiries and Responses - The company has received inquiries about the application of products from its invested companies in sectors like automotive, robotics, and consumer electronics, but directed investors to consult the relevant companies for specific product applications [2]. - There are questions regarding the company's stake in the quantum computing sector and its alignment with national plans for quantum technology, with the company indicating that it will disclose significant developments as required [2][3]. - The company is part of a quantum biochemistry industry application ecological alliance, and investors are curious about plans to leverage quantum computing capabilities for new material development [3]. Group 3: Market Activity - On November 6, there was a net outflow of 24.57 million yuan from institutional investors, while retail investors saw a net inflow of 32.26 million yuan, indicating differing investment behaviors among market participants [3].

Core Viewpoint - The company, Demy Chemical (002054), has confirmed its investment activities through the industrial fund Foshan Desheng Tianlin Equity Investment Partnership (Limited Partnership) and will fulfill its information disclosure obligations for any significant matters affecting the company [1] Group 1 - The company is actively engaging in investments through a specific industrial fund [1] - The company emphasizes its commitment to timely information disclosure regarding significant events [1]

Core Viewpoint - The stock of Demai Chemical has experienced fluctuations, with a current price of 8.65 CNY per share, reflecting a year-to-date increase of 50.67% and a recent 20-day increase of 31.46% [1] Financial Performance - For the period from January to September 2025, Demai Chemical reported a revenue of 2.255 billion CNY, a year-on-year decrease of 0.88%, while the net profit attributable to shareholders increased by 53.68% to 81.1943 million CNY [2] - Cumulative cash dividends since the company's A-share listing amount to 618 million CNY, with 100 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, the number of shareholders for Demai Chemical is 22,100, a decrease of 1.37% from the previous period, while the average circulating shares per person increased by 1.39% to 17,394 shares [2] Market Activity - On October 31, Demai Chemical's stock saw a decline of 2.04%, with a trading volume of 148 million CNY and a turnover rate of 4.39%, leading to a total market capitalization of 4.170 billion CNY [1] - The net inflow of main funds was 1.7898 million CNY, with significant buying and selling activities recorded [1]

Market Overview - The chemical products sector increased by 1.38% on October 29, with JinHua New Materials leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Top Performers - JinHua New Materials (Code: 920015) closed at 62.92, up 30.00% with a trading volume of 135,600 shares and a turnover of 746 million [1] - WeiLan Bio (Code: 603739) closed at 15.51, up 10.00% with a trading volume of 96,900 shares and a turnover of 148 million [1] - YiNuoWei (Code: 920261) closed at 16.34, up 7.08% with a trading volume of 48,000 shares and a turnover of 75.93 million [1] Underperformers - XianFeng New Materials (Code: 300163) closed at 4.61, down 7.62% with a trading volume of 1,672,400 shares and a turnover of 787 million [2] - JinJi Co., Ltd. (Code: 300798) closed at 7.63, down 5.92% with a trading volume of 230,600 shares and a turnover of 178 million [2] - KaiLi New Materials (Code: 6888889) closed at 41.10, down 5.30% with a trading volume of 40,900 shares and a turnover of 170 million [2] Capital Flow - The chemical products sector experienced a net outflow of 84.36 million from institutional investors, while retail investors saw a net inflow of 87.49 million [2][3] - Major stocks like KaiMeiTeQi (Code: 002549) had a net inflow of 200 million from institutional investors, while DeMeiHuaGong (Code: 002054) saw a net outflow of 155 million [3]