Core Viewpoint - He Sheng New Materials announced a significant share transfer to Moer Zhixin, resulting in a change of controlling shareholder and actual controller to Moer Zhixin and Xie Haiwen respectively [1] Group 1: Share Transfer Details - The controlling shareholder Zhao Dongming and his associates plan to transfer 44.66 million shares at a price of 33.71 yuan per share, totaling approximately 1.505 billion yuan, which represents 18% of the company's total equity [1] - Zhao Dongming has agreed to waive voting rights for 6% of the company's shares to ensure Moer Zhixin and Xie Haiwen maintain control [1] - Moer Zhixin, established in August 2025, is involved in various sectors including information system integration, AI public data platforms, software development, and integrated circuit design and manufacturing [1] Group 2: Company Background and Strategic Moves - He Sheng New Materials specializes in the R&D, production, and sales of composite materials for home appliances, with applications in refrigerators, washing machines, and air conditioners [2] - The company has been investing in AI technology and semiconductor localization, including the establishment of Shanghai Haixi Technology Co., focusing on domestic AI chip R&D and server construction [2] - In 2025, He Sheng New Materials plans to invest 250 million yuan in Yizhi Electronics, acquiring a 10% stake to deepen its strategic involvement in the semiconductor and AI hardware sectors [2]

Core Viewpoint - The controlling shareholder of He Sheng New Materials (002290) will change to Shanghai Moer Zhixin Information Technology Partnership (Limited Partnership), with the actual controller shifting from Zhao Dongming to Xie Haiwen [1][3]. Group 1: Share Transfer Details - On November 21, He Sheng New Materials announced that Zhao Dongming and his associates signed a share transfer agreement to transfer 44.66 million shares (18% of total share capital) to Moer Zhixin at a price of 33.71 CNY per share, totaling approximately 1.505 billion CNY [3]. - After the transaction, Moer Zhixin will hold 18% of He Sheng New Materials, while Zhao Dongming and associates will retain 34.03 million shares (13.72% of total share capital) and waive voting rights for 14.89 million shares (6% of total share capital) [5]. Group 2: New Controller Background - Xie Haiwen, born in 1984, holds a master's degree in financial engineering from Peking University and has extensive experience in investment management and corporate governance [5]. - Moer Zhixin was established on August 29, 2025, and is controlled by Xie Haiwen through Beijing Shanchuang Technology Co., Ltd. [6]. Group 3: Business Operations and Future Plans - He Sheng New Materials specializes in the research, production, and sales of appearance composite materials for home appliances, with a high market share among major domestic and international brands [7]. - For the first three quarters of 2025, He Sheng New Materials reported revenue of 1.862 billion CNY, a year-on-year increase of 1.41%, and a net profit of 144 million CNY, a year-on-year increase of 67.9% [8].

Group 1 - The core point of the article is the announcement of a share transfer agreement involving He Sheng New Materials, where the controlling shareholder Zhao Dongming and others will transfer a total of 18% of shares to Mo Er Zhi Xin, making it the new controlling shareholder [2][5] - Zhao Dongming, Jiang Xueyuan, and Shanghai Hongyuan Sheng will transfer their respective holdings of 8.1863%, 1.8137%, and 8%, totaling 44.66 million shares at a price of 33.71 yuan per share [5] - Following the transaction, the actual controller of He Sheng New Materials will change to Xie Haiwen, indicating a significant shift in the company's ownership structure [5] Group 2 - In March 2024, He Sheng New Materials plans to establish a joint venture, Shanghai Haixi Technology Co., focusing on domestic AI chip research and development and intelligent computing center services [5] - By 2025, He Sheng New Materials aims to invest 250 million yuan in Yi Zhi Electronics to acquire a 10% stake, further enhancing its position in the semiconductor and AI hardware sectors [5] - The collaboration between Yi Zhi Electronics and Haixi Technology is expected to create a synergistic effect, integrating the AI industry chain and enhancing strategic priorities in the chip business [5]

Group 1 - The core point of the news is that He Sheng New Materials (SZ 002290) announced a significant share transfer agreement, resulting in a change of controlling shareholder and actual controller [1] - The controlling shareholder Zhao Dongming and his associates will transfer 44,660,220 shares, representing 18.00% of the total share capital, to Shanghai Moer Zhixin Information Technology Partnership [1] - The transfer price is set at 33.71 yuan per share, and after the transaction, Moer Zhixin will hold 18.00% of He Sheng New Materials, while Zhao Dongming and his associates will hold 13.72% [1] Group 2 - As of the first half of 2025, He Sheng New Materials' revenue composition shows that 97.87% comes from the manufacturing of appearance components for home appliances, with other businesses contributing 1.98% and trade revenue at 0.15% [2] - The current market capitalization of He Sheng New Materials is 9.6 billion yuan [2]

Core Points - The controlling shareholder Zhao Dongming and his associates signed a share transfer agreement to transfer 44,660,220 shares of He Sheng New Materials, accounting for 18.00% of the total share capital, to Shanghai Moer Zhixin Information Technology Partnership at a price of 33.71 CNY per share, totaling approximately 1.51 billion CNY [1] - Zhao Dongming also signed a voting rights waiver agreement, agreeing to unconditionally waive voting rights for 14,886,740 shares, which is 6.00% of the total share capital, resulting in a new voting rights proportion of 7.72% for Zhao Dongming and his associates [2] - Following these transactions, Moer Zhixin becomes the controlling shareholder of He Sheng New Materials, with Xie Haiwen recognized as the actual controller of the company [2]

Core Viewpoint - The announcement details a significant share transfer involving He Sheng New Materials Co., Ltd., where the controlling shareholder and actual controller are changing as a result of the transaction [1] Group 1: Share Transfer Details - The controlling shareholder Zhao Dongming and his associates signed a share transfer agreement on November 20, 2025 [1] - A total of 44.66 million shares, representing 18.00% of the company's total equity, will be transferred to Shanghai Moer Zhixin Information Technology Partnership [1] - The agreed transfer price is 33.71 yuan per share, totaling 1.505 billion yuan for the transaction [1] Group 2: Post-Transaction Ownership Structure - After the transaction, Shanghai Moer Zhixin will hold 18.00% of He Sheng New Materials [1] - Zhao Dongming and his associates will retain 34.03 million shares, accounting for 13.72% of the total equity, while relinquishing voting rights for 14.89 million shares, which is 6% of the total [1] - The controlling shareholder will change to Moer Zhixin, with the actual controller becoming Xie Haiwen [1]

Core Viewpoint - The company announced a significant share transfer agreement involving its major shareholders, resulting in a change of control to a new entity [1] Group 1: Share Transfer Details - The controlling shareholder Zhao Dongming and his associates signed a share transfer agreement on November 20, 2025 [1] - A total of 44.66 million shares, representing 18.00% of the company's total equity, will be transferred to Shanghai Moer Zhixin Information Technology Partnership [1] - The agreed transfer price is 33.71 yuan per share, totaling 1.505 billion yuan for the transaction [1] Group 2: Post-Transaction Ownership Structure - After the transaction, Shanghai Moer Zhixin will hold 18.00% of the company's shares [1] - Zhao Dongming and his associates will retain 34.03 million shares, accounting for 13.72% of the total equity, while relinquishing voting rights for 14.89 million shares, which is 6% of the total [1] - The controlling shareholder status will shift to Moer Zhixin, with the actual controller changing to Xie Haiwen [1]

Core Viewpoint - The company has announced a significant share transfer agreement that will result in a change of control, with a new major shareholder acquiring 18.00% of the company's shares at a price of 33.71 yuan per share, totaling 1.505 billion yuan [1] Group 1 - The controlling shareholder Zhao Dongming and his concerted party Jiang Xueyuan, along with shareholder Shanghai Hongyuan Sheng, have signed a share transfer agreement with Shanghai Moer Zhixin [1] - The share transfer involves 44.6602 million shares, representing 18.00% of the company's total share capital [1] - Following the transaction, Moer Zhixin will become the controlling shareholder, and the actual controller will change to Xie Haiwen [1] Group 2 - After the transaction, Zhao Dongming and his concerted party's shareholding will decrease to 13.72%, and they will relinquish 6% of the voting rights [1]

苏州禾盛新型材料股份有限公司 简式权益变动报告书 上市公司名称：苏州禾盛新型材料股份有限公司 上市地点：深圳证券交易所 股票简称：禾盛新材 股票代码：002290 信息披露义务人 1：赵东明 住所：江苏省苏州市工业园区澜韵园 通讯地址：苏州工业园区旺墩路 135 号融盛商务中心 1 幢 2410 室 信息披露义务人 2：蒋学元 住所：江苏省苏州市姑苏区里河新村 通讯地址：苏州工业园区旺墩路 135 号融盛商务中心 1 幢 2410 室 信息披露义务人之一致行动人 1：赵茜菁 住所：江苏省苏州市工业园区澜韵园 通讯地址：苏州工业园区旺墩路 135 号融盛商务中心 1 幢 2410 室 信息披露义务人之一致行动人 2：苏州和兴昌商贸有限公司 注册地址：中国（江苏）自由贸易试验区苏州片区苏州工业园区旺墩路 135 号融 盛商务中心 1 幢 2411 室 通讯地址：中国（江苏）自由贸易试验区苏州片区苏州工业园区旺墩路 135 号融 盛商务中心 1 幢 2411 室 信息披露义务人之一致行动人 3：赵福明 住所：江苏省苏州市相城区渭塘镇凤凰泾村 通讯地址：苏州工业园区旺墩路 135 号融盛商务中心 1 幢 2410 室 ...

苏州禾盛新型材料股份有限公司 详式权益变动报告书 上市公司：苏州禾盛新型材料股份有限公司 签署日期：二〇二五年十一月 股票简称：禾盛新材 股票代码：002290.SZ 信息披露义务人声明 一、本报告书系依据《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》等相关法律、法规和规范性文件编制。 二、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 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 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》等相关规 定，本报告书已全面披露了信息披露义务人在禾盛新材中拥有权益的股份。 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 通过任何其他方式在禾盛新材拥有权益。 上市地点：深圳证券交易所 信息披露 ...