上海宏达新材料股份有限公司 特别提示： 上海宏达新材料股份有限公司（以下简称"公司""上市公司"）于 2025 年 9 月 8 日收到江苏伟伦投资管理有限公司(以下简称"江苏伟伦")通知，江苏 伟伦以协议转让的方式向朱恩伟先生转让其持有的上市公司 97,410,619 股公司 股份(占公司总股本的 22.52%)，该事宜已在中国证券登记结算有限责任公司完 成过户登记手续，并取得了《证券过户登记确认书》。公司的实际控制人不发生 变化，仍是朱恩伟先生，公司控股股东由江苏伟伦变更为朱恩伟先生。 证券代码：002211 证券简称：ST 宏达 公告编号：2025-041 关于完成同一控制下股权转让暨控股股东变更的公告 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。 三、公司控制权变更情况 本次协议转让为同一控制下权益变动，朱恩伟先生持有江苏伟伦 100%股权， 为江苏伟伦控股股东。本次协议转让后，公司控股股东由江苏伟伦变更为朱恩伟 先生，实际控制人仍为朱恩伟先生。 一、本次权益变动基本情况 江苏伟伦与公司实际控制人朱恩伟先生于 2025 年 7 月 26 日签订了《股份 ...

New Stock Offerings - Fushun Special Steel (600399) is undergoing a tender offer period from August 12, 2025, to September 10, 2025[1] - *ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) has announced its latest updates on September 4, 2025[1] Market Alerts - Kaipu Cloud (688228) has reported severe abnormal fluctuations as of August 30, 2025[1] - Siquan New Materials (301489) and Xinhua Jin (600735) also reported significant market movements on August 22 and August 30, 2025, respectively[1] - Multiple companies including *ST Baoying (002047) and Wantong Development (600246) have updates as of September 4, 2025[1] Trading Notifications - A total of 30 companies have issued trading notifications with specific dates for announcements and updates, indicating active market participation[1] - The report includes links to detailed announcements for each company, ensuring transparency and accessibility of information[1]

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) announced significant trading activity on September 3, 2025[1] Market Volatility - Kaipu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) experienced significant trading activity on August 30, 2025[1] - ST Chuntian (600381) had notable trading activity on September 3, 2025[1] Other Notable Announcements - ST Er Ya (600107) reported trading activity on September 3, 2025[1] - Shanghai Electric Power (600021) had significant trading activity on September 3, 2025[1] - ST Gao Hong (000851) reported trading activity on September 3, 2025[1]

Group 1 - The stock of Shanghai Hongda New Materials Co., Ltd. (ST Hongda, stock code: 002211) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 12% over three consecutive trading days (August 29, September 1, and September 2, 2025) [1] - The company, along with its board of directors, controlling shareholders, and actual controllers, conducted necessary verifications regarding the abnormal trading situation and confirmed that there were no significant undisclosed matters or major events in the planning stage during this period [1] - The board of directors confirmed that there are no other undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange's listing rules, nor any other information that could significantly impact the trading price of the company's stock and its derivatives [1]

Market Overview - The chemical products sector experienced a decline of 1.88% on September 2, with Jianye Co. leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Leading stocks in the chemical products sector included: - Lingpai Technology (300530) with a closing price of 40.53, up 12.30% and a trading volume of 248,100 shares [1] - Lushan New Materials (603051) closed at 23.28, up 10.02% with a trading volume of 112,600 shares [1] - Baihehua (603823) closed at 16.08, up 6.63% with a trading volume of 327,800 shares [1] - Zhongxin Fluorine Materials (002915) closed at 28.92, up 6.32% with a trading volume of 662,800 shares [1] Capital Flow - The chemical products sector saw a net outflow of 2.195 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.736 billion yuan [2] - Notable capital flows for specific stocks included: - Lushan New Materials (603051) had a net inflow of 89.61 million yuan from institutional investors, but a net outflow of 47.19 million yuan from retail investors [2] - Zhongxin Fluorine Materials (002915) experienced a net inflow of 68.58 million yuan from institutional investors, with a net outflow of 29.03 million yuan from retail investors [2]

证券代码：002211 证券简称：ST 宏达 公告编号：2025-040 上海宏达新材料股份有限公司 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、误导性陈述或重大遗漏。 一、股票交易异常波动的情况 上海宏达新材料股份有限公司（以下简称"公司"）股票（证券简称：ST 宏达，股票代码：002211）交易价格连续 3 个交易日（2025 年 8 月 29 日、2025 年 9 月 1 日、2025 年 9 月 2 日）收盘价格涨幅偏离值累计超过 12%，根据深圳证 券交易所的相关规定，属于股票交易异常波动的情况。 二、关注、核实情况说明 根据相关规定，公司与董事会、公司控股股东及实际控制人就相关问题进行 了必要核实，现对有关核实情况说明如下: 1、前期披露的信息不存在需要更正、补充之处。 2、经核实，控股股东和实际控制人不存在关于本公司的应披露而未披露的 重大事项，或处于筹划阶段的重大事项。 3、经查询中国证券登记结算有限责任公司持股 5%以上股东每日持股变化明 细，公司控股股东、实际控制人在股票交易异常波动期间不存在买卖公司股票的 情形。 4、公司未发现近期公共传媒报道可能或已经对公 ...

Market Overview - As of 10:29 AM today, the Shanghai Composite Index stands at 3864.71 points, above the annual line, with a change of 0.18% [1] - The total trading volume of A-shares today is 138.21 billion yuan [1] Stocks Breaking Annual Line - A total of 41 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Energy Iron Han (节能铁汉) with a deviation rate of 14.24% and a daily increase of 14.69% [1] - Qidi Environment (启迪环境) with a deviation rate of 7.10% and a daily increase of 10.26% [1] - ST Quanwei (ST泉为) with a deviation rate of 6.60% and a daily increase of 9.06% [1] Detailed Stock Performance - The following table summarizes the performance of selected stocks that have recently broken the annual line: | Stock Code | Stock Name | Daily Change (%) | Turnover Rate (%) | Annual Line (yuan) | Latest Price (yuan) | Deviation Rate (%) | | --- | --- | --- | --- | --- | --- | --- | | 300197 | 节能铁汉 | 14.69 | 5.66 | 2.12 | 2.42 | 14.24 | | 000826 | 启迪环境 | 10.26 | 8.19 | 2.01 | 2.15 | 7.10 | | 300716 | ST泉为 | 9.06 | 3.95 | 10.05 | 10.71 | 6.60 | | 001215 | 千味央厨 | 3.57 | 2.39 | 29.19 | 30.19 | 3.43 | | 601882 | 海天精工 | 5.10 | 1.67 | 20.52 | 21.02 | 2.45 | | 601298 | 青岛港 | 2.59 | 0.45 | 8.54 | 8.72 | 2.09 | | 002771 | 真视通 | 3.22 | 3.18 | 17.64 | 17.97 | 1.85 | | 600653 | 申华控股 | 2.56 | 1.44 | 1.97 | 2.00 | 1.76 | | 300141 | 和顺电气 | 1.77 | 1.04 | 9.07 | 9.22 | 1.63 | | 002390 | 信邦制药 | 2.75 | 1.17 | 3.68 | 3.73 | 1.46 | | 600189 | 泉阳泉 | 1.49 | 1.23 | 7.38 | 7.48 | 1.41 | | 601328 | 交通银行 | 1.51 | 0.53 | 7.28 | 7.38 | 1.40 | | 600518 | 康美药业 | 4.41 | 2.72 | 2.10 | 2.13 | 1.25 | | 300318 | 博晖创新 | 1.18 | 0.45 | 5.92 | 5.98 | 1.08 | | 300144 | 宋城演艺 | 1.49 | 1.35 | 8.82 | 8.88 | 0.72 | | 600916 | 中国黄金 | 1.83 | 2.15 | 8.27 | 8.33 | 0.71 | | 300067 | 安诺其 | 1.48 | 1.87 | 5.44 | 5.47 | 0.61 | | 600272 | 开开实业 | 1.36 | 1.09 | 13.39 | 13.45 | 0.48 | | 603310 | 巍华新材 | 0.61 | 0.69 | 17.96 | 18.05 | 0.47 | | 603718 | 海利生物 | 0.70 | 0.66 | 7.17 | 7.20 | 0.41 | | 603768 | 常青股份 | 0.95 | 0.80 | 12.72 | 12.76 | 0.35 | | 600062 | 华润双鹤 | 1.08 | 0.71 | 19.60 | 19.66 | 0.30 | | 300784 | 利安科技 | 2.40 | 3.84 | 56.62 | 56.78 | 0.29 | | 600236 | 桂冠电力 | 0.32 | 0.05 | 6.32 | 6.34 | 0.28 | | 300076 | GQY视讯 | 1.71 | 1.47 | 6.54 | 6.56 | 0.25 | | 601898 | 中煤能源 | 0.97 | 0.11 | 11.42 | 11.45 | 0.24 | [1]

Group 1 - The core viewpoint of the article highlights that ST Hongda (002211) has shown an increase in revenue and a reduction in losses in its 2025 interim report [1] - The total operating revenue for the company reached 211 million yuan, representing a year-on-year increase of 87.39% [1] - The net profit attributable to the parent company was -9.2972 million yuan, which is a 37.1% improvement compared to the previous year [1] Group 2 - In the second quarter, the operating revenue was 113 million yuan, reflecting a year-on-year growth of 70.79% [1] - The net profit for the second quarter was -6.0179 million yuan, showing a year-on-year increase of 53.97% [1] - The gross profit margin was 6.95%, a decrease of 10.15% year-on-year, while the net profit margin was -4.41%, an increase of 66.43% year-on-year [1] Group 3 - Total selling, administrative, and financial expenses amounted to 15.8696 million yuan, accounting for 7.52% of revenue, which is a 24.72% decrease year-on-year [1] - The net asset per share was 0.03 yuan, down 69.22% year-on-year, while the operating cash flow per share was 0.04 yuan, an increase of 486.5% year-on-year [1] - The earnings per share were -0.02 yuan, reflecting a year-on-year increase of 37.13% [1] Group 4 - The company's historical financial performance has been generally poor, with a median ROIC of -2.35% over the past decade and a worst year ROIC of -73.91% in 2021 [2] - The company has reported losses in 7 out of 16 annual reports since its listing, indicating a lack of attractiveness for value investors [2] - The company's cash assets are reported to be healthy, but attention is advised on cash flow and accounts receivable due to negative net profit [2]

格隆汇8月29日丨ST宏达(002211.SZ)公布2025年半年度报告，上半年公司实现营业收入2.11亿元，同比 增长87.39%；归属于上市公司股东的净利润-929.72万元；归属于上市公司股东的扣除非经常性损益的 净利润-547.24万元；基本每股收益-0.0215元。 ...

Group 1 - ST Hongda (SZ 002211) announced that its seventh fifth board meeting will be held on August 28, 2025, combining in-person and communication methods to review the 2025 semi-annual report and its summary [1] - For the first half of 2025, ST Hongda's revenue composition is entirely from the chemical industry, accounting for 100.0% [1]