（文章来源：证券日报） 证券日报网讯 12月4日，东方海洋发布公告称，独立董事李家强先生因连续担任公司独立董事满六年， 申请辞去公司独立董事及董事会相关专门委员会职务，辞职后将不再担任公司任何职务。 ...

证券代码：002086 证券简称：东方海洋 公告编号：2025-064 山东东方海洋科技股份有限公司 鉴于李家强先生辞职将导致公司独立董事人数不足董事会人数的三分之一， 其专门委员会中独立董事所占比例不符合法律法规及《公司章程》要求独立董事 应当过半数并担任召集人的规定，但未导致公司独立董事中欠缺会计专业人士。 根据《上市公司独立董事管理办法》《公司章程》等有关规定，其辞职报告将在 公司召开股东会选举产生新任独立董事后方可生效。李家强先生在公司新任独立 董事就任前，仍将严格遵照法律法规的相关规定，继续履行独立董事及其在董事 会相关专门委员会中的职责。公司后续将按照相关法定程序，尽快完成独立董事 的补选工作，并及时履行信息披露义务。 李家强先生在担任公司独立董事期间勤勉尽责、客观独立，为公司的规范运 作和发展发挥了积极作用，公司董事会对李家强先生在任职期间所做的贡献表示 衷心的感谢！ 特此公告。 山东东方海洋科技股份有限公司 董事会 二〇二五年十二月四日 1 关于独立董事任期届满辞职的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 山东东方海洋科技股份有限 ...

Investment Rating - The report maintains an "Overweight" rating for the in vitro diagnostics (IVD) industry [6][54]. Core Viewpoints - The IVD market is expected to benefit from a recent policy initiative aimed at enhancing the adaptability of supply and demand for consumer goods, with a focus on high-end medical devices and efficient IVD equipment [5][53]. - The domestic biochemical diagnostics sector has largely overcome reliance on foreign technologies, indicating a completed process of localization [6][54]. - The report emphasizes the shift towards home health management, moving from a treatment-centered to a prevention-centered approach, which is expected to create a trillion-yuan integrated market [5][53]. Summary by Sections Industry Performance - The pharmaceutical and biological sector rose by 2.67%, with the IVD sector increasing by 2.63% during the week [2][12]. - The IVD sector's current PE ratio is 39.84X, with a PB ratio of 1.85X, reflecting a slight increase from the previous week [4][33]. Company Performance - Notable performers in the medical services sector include Haobio (+14.3%), Shuoshi Biological (+13.6%), and Innotech (+13.3%) [3][29]. - Underperformers include *ST Dongyang (-7.2%) and New Industry (-5.7%) [3][29]. Investment Recommendations - The report suggests focusing on companies in the IVD sector that cater to home consumption scenarios, such as Shengxiang Biological and Sannuo Biological [5][54]. - It highlights the importance of monitoring the growth potential in immunodiagnostics, particularly in chemiluminescence and molecular diagnostics like PCR [6][54].

Core Points - Dongfang Ocean (002086.SZ) experienced a decline of 4.63%, trading at 2.68 yuan, with a current market capitalization of 5.25 billion yuan [1] - The major shareholder, Guoyuan Fund, plans to reduce its holdings by up to 58.74 million shares, representing 3% of the company's total equity, due to redemption requests from fund shareholders [1] - The share reduction will occur between December 18, 2025, and March 17, 2026, through centralized bidding and block trading [1]

Group 1 - Beijing Junzheng adjusted management expenses by 11.44 million yuan, increasing net profit by the same amount [1] - Ningbo Energy's subsidiary plans to publicly transfer 15% equity of Lingfeng Energy at a base price of 16.06 million yuan [1] - Dongjiang Environmental's subsidiary was fined 2.02 million yuan for tax evasion [1][2] Group 2 - AVIC's subsidiary Harbin Aircraft Industry Group plans to absorb and merge with Harbin Hafei Aviation, increasing registered capital to 3.038 billion yuan [3] - Dongfang Ocean's shareholder plans to reduce holdings by up to 3% of total shares [4] - Xinghui Entertainment's controlling shareholder plans to reduce holdings by up to 2.9% of total shares [6] Group 3 - Kaineng Health plans to acquire 100% equity of four subsidiaries for 204 million yuan [8] - Suoao Sensor's controlling shareholder changed to Zhongchuang Innovation [9] - Shanghai Port Bay reported that its commercial aerospace and perovskite solar business accounts for less than 1% of revenue [10] Group 4 - Zhonghuan Environmental's specific shareholder plans to reduce holdings by up to 2.37% of total shares [11] - Xinlaifu's asset management plan intends to reduce 874,300 shares [12] - Guangdian Measurement plans to invest 800 million yuan to build a testing base [13] Group 5 - Modern Investment plans to invest 1.04 billion yuan to establish a smart logistics company [14] - Gaole Co.'s major shareholder is planning a control change, leading to stock suspension [16] - Weiling Co.'s major shareholder is planning a control change, leading to stock suspension [18] Group 6 - Igor plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [20] - Huanrui Century's shareholder sold 7.26 million shares due to judicial enforcement [21] - Jinhua Co.'s controlling shareholder plans to acquire 5.77% of company shares at 9.15 yuan per share [22] Group 7 - Wireless Media's four shareholders plan to reduce holdings by up to 4.7% of total shares [24] - CATL's shareholder completed the transfer of 10% of shares for approximately 17.16 billion yuan [26] - *ST Lian Stone entered the restructuring phase, with potential downward adjustment of stock price [28]

Economic Information - China's textile and apparel exports from January to October 2025 totaled $243.95 billion, a decrease of 1.6%. In October alone, exports were $22.26 billion, down 12.6% [2][6] - The Shanghai Cyberspace Administration has launched a special enforcement action to address the misuse of AI technologies, focusing on compliance to support the high-quality development of emerging industries. During this action, 54 apps utilizing generative AI technology were removed from local app stores [2][6] Company Alerts - ST Changyuan's chairman Qiao Wenjian has been detained for suspected job-related violations [4] - Saiwei Electronics' second-largest shareholder, the Big Fund, reduced its stake by 1.07% from September 23 to November 24 [4][6] - Yidian Tianxia's second-largest shareholder, Ningbo Zhongdianyi Enterprise Management Partnership, sold shares during a period of stock volatility [4][6] - Wireless Media's shareholders plan to reduce their holdings by up to 4.70% [4][6] - Huifa Foods' shareholder Hui Xiping intends to reduce his stake by up to 3% [4][6] - Dongfang Ocean's shareholder Guoyuan Fund plans to reduce its stake by up to 3% [4][6] - Other companies with shareholders planning to reduce stakes include Dinglong Co., Xinghui Entertainment, Zhongke Information, and others, with reductions ranging from 0.04% to 4.70% [4][6] Overseas Alerts - JPMorgan's commodity research head, Natasha Kaneva, indicated that without intervention, the global oil market will face a surplus of 2.8 million barrels per day next year, and 2.7 million barrels per day by 2027. Under these conditions, Brent crude oil prices could drop below $60 per barrel in 2026 and end the year at over $40 per barrel. By 2027, the average price may fall to $42 per barrel, potentially dropping to the $30 range by year-end [3][6] - German Chancellor Merz stated that the U.S. proposed peace plan for Ukraine is unlikely to be finalized by the 27th, with only small-scale progress expected in the coming days [2][3]

Shareholder Reduction - Multiple shareholders of Wireless Media plan to reduce their holdings by no more than 4.7% [1] - Jintong Anyi, a shareholder of Zhonghuan Environmental, intends to reduce its holdings by no more than 2.37% [1] - The actual controller and its concerted parties of Xinghui Entertainment plan to reduce their holdings by no more than 2.9% [1] - Zhang Dingwu, chairman of Hongfuhan, plans to reduce his holdings by no more than 2% [1] - China Composite, a shareholder of Yaopi Glass, intends to reduce its holdings by no more than 934.92 million shares [1] - Guoyuan Fund, a shareholder of Dongfang Ocean, plans to reduce its holdings by no more than 3% [1] - Hui Xiping, a shareholder of Huifa Food, intends to reduce his holdings by no more than 727.14 million shares [1] - Wang Donghui, a shareholder of Muguang Technology, has cumulatively reduced 147.62 million shares [1] - New Life Asset Management plans to reduce its holdings by no more than 0.83% [1] - Tong'an Fund plans to reduce its holdings in Huitong Shares by no more than 1% [1] - Zhihai Investment, the controlling shareholder of Qisheng Technology, plans to reduce its holdings by 492.2 million shares [1] - The controlling shareholder of Xicheng Science has cumulatively reduced 1.117% of its holdings [1] - The National Integrated Circuit Fund has cumulatively reduced 1.07% of its holdings in Hanwei Electronics [1] Other Company Updates - Shanghai Port Bay indicates that its commercial aerospace and perovskite solar energy businesses account for less than 1% of the company's revenue [1] - Dongjiang Environmental's subsidiary has received a tax administrative penalty decision [1]

Group 1 - The controlling shareholders of Zhong Chumai plan to increase their holdings in the company by 42 million to 80 million yuan [1] - The controlling shareholders of Lege Co. intend to increase their holdings by 40 million to 80 million yuan [1] - New Life plans to reduce its holdings by no more than 874,300 shares [1] Group 2 - The shareholders of Huitong Co. plan to reduce their holdings by no more than 1% [1] - The controlling shareholder of Hongfuhan intends to reduce their holdings by no more than 2% [1] - China Composite Materials plans to reduce its holdings by no more than 2.26% [1] Group 3 - Zhonghuan Environmental Protection's specific shareholder, Jintong Anyi, plans to reduce its holdings by no more than 2.37% [1] - Xinghui Entertainment's controlling shareholder and its concerted parties plan to reduce their holdings by no more than 2.9% [1] - Huifa Food's shareholders plan to reduce their holdings by no more than 3% [1] Group 4 - Dongfang Ocean's Guoyuan Fund plans to reduce its holdings by no more than 3% [1]

Core Insights - On November 24, several A-share listed companies disclosed their shareholding changes, with some announcing share buybacks while others reported share reductions [1][2] Summary of Buybacks - Zhongchumai's controlling shareholder plans to increase holdings between 42 million to 80 million yuan - Lege Co., Ltd.'s controlling shareholder intends to buy back shares worth 40 million to 80 million yuan - Naxinwei plans to repurchase shares valued at 200 million to 400 million yuan - Jichuan Pharmaceutical aims to buy back shares worth 25 million to 50 million yuan [2] Summary of Reductions - Zhongtian Rocket's seventh and eighth largest shareholders collectively reduced their holdings by 1.2565 million shares - Wuxian Media's shareholders plan to reduce their holdings by no more than 4.70% - Shenwei Electronics has seen recent share reductions by the National Integrated Circuit Industry Investment Fund - Zhongji Xuchuang's Wang Xiaodong has cumulatively reduced 708,600 shares at an average price of 414.24 yuan per share - Dinglong Co., Ltd.'s directors Yang Pingcai and Yao Hong plan to reduce their holdings by no more than 0.04% - Dongfang Ocean's shareholder Guoyuan Fund intends to reduce holdings by no more than 3% - Xinghui Entertainment's shareholders plan to reduce their holdings by no more than 2.90% - Zhongke Information's directors Shi Zhiming and Wang Xiaodong plan to reduce their holdings by no more than 0.11% - Hongfuyun's controlling shareholder Zhang Dingwu intends to reduce holdings by no more than 2.00% - Huifa Food's shareholder Hui Xiping plans to reduce holdings by no more than 3% - Yidian Tianxia's second largest shareholder has sold company shares during stock fluctuations - Xinlaifu's shareholder Xinlaifu Asset Management Plan intends to reduce holdings by no more than 0.83% - Huitong Co., Ltd.'s shareholder Tong'an Fund plans to reduce holdings by no more than 1% - Changjiang Materials' largest shareholder and actual controller Xiong Ying reduced 190,000 shares on November 21 - Luokai Co., Ltd.'s shareholder Tiansai Electric plans to reduce holdings by no more than 0.2684% - Yaopi Glass's shareholder China Composite Materials plans to reduce holdings by no more than 2.2619% [2]

格隆汇11月24日丨东方海洋(002086.SZ)公布，大股东深圳前海国元私募证券基金管理有限公司－国元 价值精选一号私募证券投资基金（简称"国元基金"）计划自2025年12月18日至2026年3月17日以集中竞 价方式和大宗交易方式合计减持公司股份58,740,000股，不超过上市公司总股本的3%。 ...