Group 1 - Jinguang Electric won a bid for a State Grid procurement project with a total amount of 21.7976 million yuan, accounting for approximately 2.93% of the company's expected revenue for 2024 [1] - Shen Gong Co. plans to reduce its shareholding by up to 2%, equating to 340.61 million shares [2] - Guomai Culture received a government subsidy of 3.78 million yuan, representing 24.90% of its audited net profit for 2024 [2] Group 2 - Guomai Culture focuses on the development and provision of digital content operation platforms [3] - Shentong Technology's two directors plan to collectively reduce their shareholding by no more than 0.0473% [4] - Ruihua Tai intends to reduce its shareholding by up to 1%, amounting to 1.8 million shares [5] Group 3 - Guoji Automobile's wholly-owned subsidiary won a total contract project worth 809 million yuan [7] - Changcheng Technology's stock is expected to remain suspended due to potential changes in control [9] - Huabei Pharmaceutical's subsidiary received approval for a chemical raw material drug listing application [11] Group 4 - Fuyao Glass has changed its legal representative to Cao Hui [13] - Huaxi Biological plans to reduce its shareholding by up to 2%, totaling 9.6336 million shares [14] - Hopu Co. signed a procurement contract for a storage system worth 500 million yuan [15] Group 5 - ST Songfa's subsidiary plans to invest 458 million yuan in a mooring dock project [18] - Zhonghong Medical's subsidiary is expected to be selected for several centralized procurement projects [19] - Huakai Yibai's vice chairman plans to increase his shareholding by no less than 30 million yuan [20] Group 6 - Haichuang Pharmaceutical completed the first participant enrollment for a clinical trial of a drug for metabolic-associated fatty liver disease [21] - Dongfang Biological's subsidiary obtained medical device product registration certificates for multiple products [22] - Lepu Medical's rechargeable implantable deep brain stimulation system received NMPA registration approval [23] Group 7 - Changyuan Power's power generation in October decreased by 32.25% year-on-year [24] - Jinshi Yaya's diclofenac sodium sustained-release tablets passed the consistency evaluation for generic drugs [26] - Yutong Bus sold 3,040 buses in October, a decrease of 5.62% year-on-year [27] Group 8 - Far East Co. signed contracts worth 1.062 billion yuan in October [28] - Tianya Pharmaceutical's subsidiary passed the consistency evaluation for a drug [29] - Yuheng Pharmaceutical plans to resolve a debt dispute through a share transfer agreement [30] Group 9 - Hailanxin's subsidiary won a bid for a marine observation network project worth 1.097 billion yuan [31] - Huasheng Lithium plans to reduce its shareholding by up to 0.37% [33] - Maike Biological obtained product registration certificates for five new in vitro diagnostic products [34] Group 10 - Huayuan New Materials signed a strategic cooperation agreement with Taiblue New Energy [37] - Greebo's actual controller and some directors plan to collectively increase their shareholding by no less than 11.5 million yuan [39] - Yian Technology received a government subsidy of 1.1643 million yuan [41] Group 11 - Kangtai Biological's quadrivalent influenza virus vaccine has commenced Phase I clinical trials [43] - Spring Airlines received a commitment letter for a stock repurchase loan of up to 450 million yuan [45] - Foton Motor sold 8,006 new energy vehicles in October, a year-on-year increase of 98.83% [46] Group 12 - Greebo plans to transfer 100% equity of its subsidiary for 280 million yuan [48] - Siwei Liekong's director is under investigation [49] - Dingyang Technology launched a new generation of multi-channel microwave signal generator products [50] Group 13 - Jiangling Motors reported a year-on-year increase of 8.06% in vehicle sales for October [51] - Shengyi Technology plans to reduce its shareholding by up to 1.03% [52] - Dongshan Precision completed the acquisition of 100% equity of France's GMD Group for approximately 814 million yuan [53] Group 14 - Tianyang Technology plans to acquire 7.5% of Baoland's shares for 155 million yuan [54] - Alter plans to establish a joint venture company with a total investment of 672 million yuan [54] - Changchun High-tech's clinical trial application for a drug was approved [55] Group 15 - Beibu Gulf Port's cargo throughput in October increased by 22.73% year-on-year [56] - ST Zhangjiajie was ruled by the court to undergo reorganization [57] - Teda Co.'s subsidiary was selected as a supplier for an energy project in Indonesia [58]

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600111 | 北方稀土 | 0.53% | 17.20% | | 600580 | 卧龙电驱 | -2.97% | 7.44% | | 002600 | 领益智造 | -1.51% | 6.16% | | 000831 | 中国稀土 | -0.32% | 5.41% | | 600392 | 盛和资源 | -0.71% | 4.55% | | 002340 | 格林美 | -1.57% | 4.38% | | 002202 | 金风科技 | -2.50% | 4.36% | | 600010 | 包钢股份 | 4.14% | 4.26% | | 600549 | 厦门钨业 | -2.21% | 3.97% | | 601600 | 中国铝业 | -0.39% | 3.87% | 场外投资者还可以通过稀土ETF嘉实联接基金（011036）把握稀土投资机遇。 截至2025年11月4日 10:07，中证稀土产业指数下跌0.71%。成分股方面涨跌互现，包钢股份领涨 4.14%，铂科新材上涨3.92%，云路 ...

Core Viewpoint - Greeenme's stock price has experienced fluctuations, with a recent decline of 2.06%, while the company has shown a year-to-date increase of 25.15% in stock price [1] Group 1: Company Overview - Greeenme was established on December 28, 2001, and went public on January 22, 2010. The company is based in Shenzhen, Guangdong, and specializes in the recycling of waste cobalt and nickel resources, as well as electronic waste [2] - The main revenue sources for Greeenme include ternary precursors (38.70%), nickel resources (15.73%), cobalt oxide (12.28%), and other related businesses [2] - As of October 20, 2025, Greeenme had 425,600 shareholders, with an average of 11,946 circulating shares per person [2] Group 2: Financial Performance - For the period from January to September 2025, Greeenme reported a revenue of 27.498 billion yuan, reflecting a year-on-year growth of 10.55%, and a net profit attributable to shareholders of 1.109 billion yuan, up 22.66% [2] - The company has distributed a total of 1.825 billion yuan in dividends since its A-share listing, with 1.002 billion yuan distributed over the past three years [3] Group 3: Shareholder Structure - As of September 30, 2025, the second-largest shareholder of Greeenme is Hong Kong Central Clearing Limited, holding 111 million shares, a decrease of 14.5245 million shares from the previous period [3] - New shareholders include the Guangfa National Certificate New Energy Vehicle Battery ETF, which holds 52.7594 million shares, and the Huatai-PineBridge CSI New Energy Vehicle Industry Index (LOF) A, holding 24.74 million shares [3]

Core Insights - Greeenme has decided to optimize its assets in electronic waste recycling and plastic regeneration business by transferring 100% equity of its wholly-owned subsidiary, Jiangxi Green Recycling Materials Co., Ltd. to Henan Recycling Technology Industry Group for a total consideration of 828 million yuan [1][2] Group 1: Company Actions - The equity transfer includes a payment of 280 million yuan for the equity and 682 million yuan for the debt [1] - After the transfer, Greenme will no longer hold any equity in Jiangxi Green Recycling Materials and will focus on developing its key metal resource recycling business [1] Group 2: Industry Position - Greenme is recognized as a leading enterprise in the global recycling of key metal resources, having established a comprehensive circular economy industry chain [2] - The company has achieved high-quality recycling of over 20 types of key metal resources, including nickel, cobalt, lithium, tungsten, copper, manganese, gold, silver, platinum, germanium, gallium, and scandium [2] - Greenme has built the largest recycling base for nickel, cobalt, and tungsten key metal resources globally [2]

Group 1 - China Mobile's controlling shareholder, China Mobile Group, plans to transfer 41.98 million shares (0.19% of total shares) to China National Petroleum Corporation [1] - Strong瑞 Technology intends to invest 70 million yuan to acquire 35% equity in aluminum cooling technology company, which supplies components for NVIDIA AI servers [2] - Pingtan Development's stock price has increased over 100% in the last eight trading days, indicating significant abnormal trading behavior [3] Group 2 - Hezhong China warns of irrational speculation risk as its stock price has surged 61.23% over five consecutive trading days, significantly deviating from its fundamentals [4] - TCL Technology's participation in the restructuring plan of Suning Group has not been approved by creditors, leading to uncertainties in the restructuring process [5] - Huitian New Materials has signed a strategic cooperation agreement with Taiblue New Energy to collaborate in solid-state batteries and key materials [6] Group 3 - Han Jian He Shan has signed a procurement contract worth 207 million yuan with China Nuclear Industry Huaxing Construction, accounting for 26.29% of its audited revenue for 2024 [7] - Actual controller of Baihehua, Chen Lirong, mistakenly reduced his holdings by 160,000 shares but has since repurchased the same amount [8][9] - Yaxing Chemical is planning to acquire control of Tianyi Chemical through a combination of share issuance and cash payment, leading to a stock suspension [10] Group 4 - Shenghui Integration's shareholder, Suzhou Shengzhan, has terminated its plan to reduce holdings of up to 620,000 shares, having already reduced 565,500 shares [11] - North Bay Port reported a 22.73% year-on-year increase in cargo throughput in October [12] - Jiangling Motors experienced an 8.06% year-on-year increase in automobile sales in October [12]

Core Viewpoint - Gree Environmental Protection (格林美) is optimizing its assets in electronic waste recycling and plastic regeneration by transferring 100% equity of its subsidiary, Jiangxi Gree Recycling Materials Co., Ltd., to Henan Recycling Technology Industry Group for a total consideration of 9.62 billion yuan [1][2] Group 1: Asset Transfer Details - The equity transfer agreement involves a payment of 280 million yuan for the equity and 682 million yuan for the debt [1] - Jiangxi Gree Recycling Materials was established in June 2023 with a registered capital of 310 million yuan, focusing on electronic waste processing and resource recycling [1] Group 2: Financial Performance - In 2024, Jiangxi Gree Recycling Materials reported a revenue of 28.08 million yuan with a net loss of 10.68 million yuan for the first three quarters [1] - For the first nine months of 2025, Gree Environmental Protection achieved a revenue of 27.498 billion yuan, a year-on-year increase of 10.55%, and a net profit of 1.109 billion yuan, up 22.66% [2] - In Q3 2025, the company reported a revenue of 9.937 billion yuan, reflecting a 31.89% year-on-year growth, and a net profit of 310 million yuan, an increase of 52.99% [2] Group 3: Strategic Focus - Post-transfer, Gree Environmental Protection will focus on developing key metal resource recycling to enhance its technological advantages and support sustainable supply in critical mineral sectors [2] - The company has established itself as a leader in global key metal resource recycling, creating a comprehensive industrial chain for high-quality recycling of over 20 critical metals [2]

去年12月，河南循环集团收购了格林美旗下3家电子废弃物回收处置企业，此次收购是双方进一步深化 合作、推动循环经济产业规模化发展的关键一步。本次收购完成后，河南循环集团的电子废弃物回收处 置项目总数将增至15个，再生塑料年产能将达30万吨——涵盖PP（聚丙烯）、PS（聚苯乙烯）、ABS （丙烯腈、丁二烯、苯乙烯三元共聚物）等多个塑料品类，构建起从塑料水洗、造粒到改性的全产业链 条。 "此次合作是河南循环集团与格林美的战略合作迈向全面深入整合阶段的重要标志，开启了双方优势互 补、共同发展的新篇章。"河南循环集团党委书记、董事长李卓英说，"去年的股权交易完成后，双方深 度融合、高效协同，不仅实现了业务的平稳过渡，更在技术、市场、管理及文化等方面迸发出强大的聚 合效应。"下一步，河南循环集团与格林美将持续深化战略合作，双方将携手构建国内最大的电子废弃 物拆解体系、国内最大的再生塑料供应商以及国内最大的循环经济产业互联网平台。两家企业将在战略 规划、技术研发和全球布局等方面加强协同，打造一个贯通南北、辐射全国、链接全球的循环经济闭 环。 格林美常务副总经理周波表示，通过本次股权转让，河南循环集团将发挥自身资源整合、政策 ...

Core Viewpoint - The company is optimizing its assets in electronic waste recycling and plastic regeneration by collaborating with state-owned enterprises to align with national trends in strengthening the green circular economy [1] Group 1: Asset Optimization - The company has decided to transfer 100% equity of its wholly-owned subsidiary, Jiangxi Green Recycling Materials Co., Ltd., which is engaged in electronic waste recycling and plastic regeneration, to Henan Circular Technology Industry Group Co., Ltd. [1] - The equity transfer amount is 280 million yuan, and the debt transfer amount is approximately 682.46 million yuan [1] Group 2: Strategic Focus - After the completion of the equity transfer, the company will no longer hold shares in Jiangxi Green Recycling Materials and will focus on developing key metal resource recovery business [1] - The company aims to address unresolved issues in the resource recycling industry and enhance its technological advantages in key metal resource recovery [1] - This strategy aligns with the national goal of sustainable supply in key mineral areas, creating a competitive growth advantage for the company [1]

每经头条（nbdtoutiao）——"为了孩子吃上饭，自己只能靠喝水撑着"！美政府停摆危机逼近"临界 点"，4200万人吃饭成问题 （记者 曾健辉） 每经AI快讯，格林美11月3日晚间发布公告称，近日，公司控股子公司江西格林循环产业股份有限公司 （以下简称"格林循环"）与河南循环科技产业集团有限公司（以下简称"河南循环集团"）签署《关于江 西格林循环材料有限公司100%股权之收购协议》，格林循环将其所持有的从事电子废弃物回收、塑料 再生业务的全资子公司江西格林循环材料有限公司（以下简称"格林循环材料"）100%股权转让给河南 循环集团（以下简称"本次股权转让"），股权转让款金额为280,000,000.00元，债权转让价款为 682,464,773.63元。本次股权转让完成后，公司将不再持有格林循环材料股权。 ...

证券代码：002340 证券简称：格林美 公告编号：2025-119 格林美股份有限公司 2025年第五次临时股东会决议公告 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。 特别提示： 1．本次股东会未出现否决提案的情形。 2．本次股东会未涉及变更以往股东会已通过的决议。 3．本次股东会采取现场投票与网络投票相结合的表决方式。 一、会议召开和出席情况 1、会议召开情况 （1）会议召集人：公司董事会 （2）会议时间 现场会议召开时间：2025年11月03日上午10:00 网络投票时间：2025年11月03日-2025年11月03日。其中，通过深圳证券交易所 交易系统进行网络投票的具体时间为2025年11月03日上午9:15至9:25和9:30至11:30， 下午13:00至15:00；通过深圳证券交易所互联网投票的具体时间为：2025年11月03 日上午9:15至下午15:00期间的任意时间。 （3）会议主持人：董事王敏女士 通过现场和网络投票的股东2,984人，代表股份591,516,200股，占公司有表决权 股份总数的11.6008%。其中：通过现场投票的股 ...