上市公司名称：深圳赫美集团股份有限公司 股票上市地点：深圳证券交易所 深圳赫美集团股份有限公司 简式权益变动报告书 股票简称：赫美集团 股票代码：002356.SZ 信息披露义务人名称：北京元程序资产管理有限公司-元程序赋元私募证券投资 基金 住所/通讯地址：北京市房山区长沟镇金元大街 1 号北京基金小镇大厦 B 座 174/ 北京市朝阳区蓝堡国际中心 1 座 2709A 信息披露义务人声明 股份变动性质：股份减少（持股比例降至 5%以下） 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告 书》等相关法律、法规、规范性文件的规定编写本报告书。 签署日期：2025 年 8 月 5 日 1 | 信息披露义务人声明 2 | | --- | | 目 录 3 | | 第一节 释义 4 | | 第二节 信息披露义务人介绍 5 | | 第三节 权益变动目的 7 | | 第四节 权益变动方式 8 | | 第五节 前六个月内买卖上市公司股份情况 10 | | 第六节 其他重大事项 11 | | 第七节 备查文件 12 | | 信息披露 ...

深圳赫美集团股份有限公司 关于持股 5%以上股东减持至 5%以下暨权益变动的提示性公告 证券代码：002356 证券简称：赫美集团 公告编号：2025-025 深圳赫美集团股份有限公司 关于持股5%以上股东减持至5%以下暨权益变动的提示性公告 公司股东北京元程序资产管理有限公司-元程序赋元私募证券投资基金保证 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。 深圳赫美集团股份有限公司 关于持股 5%以上股东减持至 5%以下暨权益变动的提示性公告 基金持有公司股份 65,562,699 股，占公司总股本的 4.999998%，不再是公司持 股 5%以上股东。现将具体情况公告如下： 注：上述权益变动股份属于无限售流通股，股份来源为元程序基金 2024 年 11 月以协议 转让方式受让自原大股东王雨霏的股份。公司总股本为 1,311,254,521 股。 特别提示： 1、本次权益变动系深圳赫美集团股份有限公司（以下简称"公司"）股东北 京元程序资产管理有限公司-元程序赋元私募证券投资基金（以下简称"元程序 基金"）持股 ...

Core Viewpoint - The company, Hemei Group, clarified that its retail business does not involve clothing for second or third children, addressing investor inquiries on this matter [1] Summary by Relevant Categories Company Information - Hemei Group (002356) responded to investor questions on July 30, stating that its retail business segment does not include apparel for second or third children [1]

[Shenzhen Hermei Group Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Shenzhen%20Hermei%20Group%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=Current%20Period%20Performance%20Forecast) The company forecasts continued losses for H1 2025, with net loss attributable to shareholders narrowing and non-recurring adjusted net loss remaining stable or slightly widening | Item | Current Fiscal Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Loss: 7.00 million yuan – 14.00 million yuan | Loss: 21.7070 million yuan | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 18.00 million yuan – 25.00 million yuan | Loss: 21.5042 million yuan | | **Basic Earnings Per Share** | Loss: 0.0053 yuan/share – 0.0107 yuan/share | Loss: 0.0166 yuan/share | [Communication with Accounting Firm](index=1&type=section&id=Communication%20with%20Accounting%20Firm) The company's performance forecast is a preliminary financial estimate, not yet audited by an accounting firm - This performance forecast is a preliminary estimate by the company's finance department and is unaudited[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=Explanation%20of%20Performance%20Changes) The narrowing of net loss is primarily due to approximately **9 million yuan** in non-recurring gains from debt restructuring during bankruptcy reorganization - The decrease in net loss attributable to shareholders compared to the prior year is primarily influenced by non-recurring gains and losses[5](index=5&type=chunk) - The company recognized approximately **9 million yuan** in debt restructuring income due to the auction of Oriental Science Park property, which is the core reason for the reduced loss[5](index=5&type=chunk) [Risk Warning and Other Related Information](index=1&type=section&id=Risk%20Warning%20and%20Other%20Related%20Information) The company advises investors that this preliminary performance forecast is subject to the final 2025 semi-annual report, with official disclosures via designated media - The company advises that this performance forecast is a preliminary estimate, and final data will be based on the upcoming 2025 semi-annual report[6](index=6&type=chunk) - The company's designated information disclosure media are Securities Times and Juchao Information Network (http://www.cninfo.com.cn)[7](index=7&type=chunk)

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

Market Activity - On July 11, the A-share market showed active trends with 61 stocks hitting the daily limit up, and a total of 17 stocks achieved consecutive limit ups, resulting in a success rate of 69% for limit orders [1] - The market focused on several strong stocks, with Sifang New Materials achieving a remarkable five consecutive limit ups, and Guotou Zhonglu also performing well with a T-shaped limit up, reaching five consecutive limit ups [1] - Stocks like Jingyi Co. and Yamaton achieved their fifth limit up within eight trading days through reverse limit up strategies [1] Stock Performance - Among the stocks with consecutive limit ups, Forest Packaging demonstrated a strong performance with seven consecutive limit ups, while companies like Shuangwei New Materials, Nanhua Futures, and Hemei Group achieved three consecutive limit ups [1] - ST Yazhen maintained an impressive performance with 12 limit ups over 15 days, while Yamaton and Jingyi Co. kept a pace of five limit ups over eight days [2] Market Sentiment and Capital Inflow - The market showed positive sentiment with active participation from investors, as evidenced by over 15 billion yuan in limit order funds supporting Shuangwei New Materials, and several other stocks like Sifang New Materials and Jin'an Guoji also receiving billions in limit order funds [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, marking the highest level in nearly four months, indicating a significant increase in overall market activity and investor engagement [1] Sector Performance - The non-ferrous metal sector was notably active, with stocks like Hunan Silver and China Nonferrous Metals achieving limit ups [1] - The rare earth permanent magnet sector also showed strength, with companies like Northern Rare Earth and Jingyuntong achieving two consecutive limit ups, while Baogang Group and China Rare Earth also hit limit ups [1] - The securities IT sector attracted capital interest, with stocks like Jinzhen Co. and Guo'ao Technology hitting limit ups [1]

Group 1 - The A-share market has seen a strong rise in stock prices of several ESG-related companies from Shenzhen, particularly in the hydrogen energy and photovoltaic sectors, indicating high market attention towards ESG and green low-carbon industries [1] - Hemei Group reported a 365.39% year-on-year increase in revenue for Q1 2025, with a significant focus on hydrogen energy development and a complete hydrogen energy industry chain, as well as an increase in its ESG rating [1] - Tuori New Energy's stock price increased by 34.83% this week, with a total market capitalization of 6.344 billion, driven by favorable policies in the photovoltaic industry [1] Group 2 - As of April 30, 2025, the ESG report disclosure rate among A-share listed companies has risen to 45.6%, with a year-on-year growth of 17%, highlighting a growing trend in sustainability reporting [2] - Shenzhen companies have shown outstanding performance in ESG ratings, with several achieving AAA and AA ratings, and notable stock price increases for companies like Gongjin Co., Green Union Technology, and China Merchants Bank [2] - The recent activity in ESG concept stocks is attributed to strong policy guidance, accelerated industrial green transformation, and the influx of international ESG investment trends [2]

深圳赫美集团股份有限公司 股票交易异常波动公告 证券代码：002356 证券简称：赫美集团 公告编号：2025-023 深圳赫美集团股份有限公司 股票交易异常波动公告 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。 一、 股票交易异常波动的情况 深圳赫美集团股份有限公司（以下简称"公司"）（证券简称：赫美集团；证 券代码：002356）股票于 2025 年 7 月 9 日、7 月 10 日连续 2 个交易日收盘价格 涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》等有关规定，属于 股票交易异常波动的情况。 二、 公司关注并核实相关情况 针对公司股票异常波动，公司对有关事项进行了核查，现就有关情况说明如 下： 1、经核查，公司前期披露的信息不存在需要更正、补充之处； 2、经核查，公司未发现近期公共媒体报道了可能或已经对本公司股票交易 价格产生较大影响的未公开重大信息； 3、经核查，近期公司经营情况及内外部经营环境未发生重大变化。 4、经核查，公司控股股东、实际控制人不存在关于公司的应披露而未披露 的重大事项，也不存在处于筹划阶段的重大事项；公司控股股东 ...

Market Overview - The Shanghai Composite Index increased by 0.36% as of the morning close, with a trading volume of 783.11 million shares and a transaction amount of 934.47 billion yuan, a decrease of 3.50% compared to the previous trading day [1] Industry Performance - Real estate, banking, and oil & petrochemicals sectors showed the highest gains, with increases of 1.53%, 1.42%, and 1.23% respectively [1] - The automotive, defense, and electronics sectors experienced the largest declines, with decreases of 0.93%, 0.92%, and 0.76% respectively [2] Leading Stocks - In the real estate sector, Yuhua Development led with a gain of 9.94% [1] - In the banking sector, Minsheng Bank rose by 5.12% [1] - In the oil & petrochemicals sector, *ST Xinchao increased by 5.08% [1] - In the steel sector, Jinling Mining surged by 10.02% [1] - In the non-bank financial sector, Nanhua Futures also rose by 10.02% [1] - In the pharmaceutical sector, Qianyuan Pharmaceutical saw a significant increase of 19.98% [1] Sector Summary - The real estate sector had a transaction amount of 117.03 billion yuan, up 26.74% from the previous day [1] - The banking sector recorded a transaction amount of 266.82 billion yuan, up 36.61% [1] - The oil & petrochemicals sector had a transaction amount of 80.95 billion yuan, up 36.47% [1] - The automotive sector had a transaction amount of 389.36 billion yuan, down 16.50% [2] - The defense sector recorded a transaction amount of 316.85 billion yuan, down 23.79% [2] - The electronics sector had a transaction amount of 1,036.63 billion yuan, down 10.88% [2]

Group 1 - The shared bicycle concept sector rose by 0.96%, ranking 8th among concept sectors, with four stocks increasing in value, including Hemei Group which hit the daily limit, and Zhongbei Communication, Aima Technology, and Yong'an Xing showing gains of 4.90%, 1.81%, and 0.09% respectively [1][2] - The leading stocks in terms of net inflow of main funds were Zhongbei Communication with a net inflow of 115 million yuan, followed by Aima Technology, Hemei Group, and Yong'an Xing with net inflows of 32.6 million yuan, 29 million yuan, and 3.9 million yuan respectively [2][3] - The net inflow ratios for Hemei Group, Zhongbei Communication, and Aima Technology were 20.63%, 13.31%, and 6.45% respectively, indicating strong investor interest in these stocks [3][4] Group 2 - The overall market saw various concept sectors with notable performance, including childcare services at 1.82% and short drama games at 1.25%, while the shipbuilding sector declined by 2.12% [2] - The shared bicycle sector's performance was supported by significant capital inflow, with a total net inflow of 124 million yuan, reflecting positive sentiment towards the sector [2][3] - Stocks such as Hemei Group and Zhongbei Communication demonstrated high turnover rates of 3.30% and 8.91% respectively, indicating active trading and investor engagement [3][4]