Core Viewpoint - The company Si Er Te (002538.SZ) is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, which may lead to adjustments in its financial statements [1] Financial Performance Summary - In the first half of 2025, the company achieved operating revenue of 2.183 billion yuan, representing a year-on-year increase of 7.15% [2][3] - The net profit attributable to shareholders decreased by 43.60% to 95.18 million yuan compared to the same period last year [2][3] - The net profit after deducting non-recurring gains and losses also fell by 42.47% to 90.11 million yuan [2][3] - The net cash flow from operating activities was 94.35 million yuan, down 62.04% year-on-year [2][3] - Basic and diluted earnings per share both dropped by 45.00% to 0.11 yuan [3] - The weighted average return on net assets decreased to 1.81% from 3.20% in the previous year [3] Asset Summary - As of the end of the reporting period, total assets amounted to 6.326 billion yuan, a decrease of 0.92% from the previous year [3] - The net assets attributable to shareholders were 5.306 billion yuan, down 0.11% from the previous year [3]

雷达财经雷助吧出品 文|肖文竹 编|深海 天眼查资料显示，司尔特注册资本85355.58万人民币，超过了99%的安徽省同行。 东财Choice数据显示，9月1日，司尔特当日融资买入1209.04万元，融资偿还498.14万元，融资净买入710.91万元。 值得关注的是，9月1日，司尔特发布《关于收到中国证券监督管理委员会立案告知书的公告》。 公告显示，司尔特于2025年9月1日收到中国证券监督管理委员会（以下简称"中国证监会"）对公司送达的《立案告知书》（编号：证监立案字 0232025004），公司因涉嫌信息披露违法违规，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定对公司 进行立案。 司尔特董事会于2025年7月16日收到公司副总经理刘勇提交的书面辞职报告，刘勇因个人及家庭原因申请辞去公司副总经理职务及其在公司各分公司、 子公司担任的全部职务。刘勇原定任期为三年，至公司第六届董事会任期届满为止，刘勇辞职后将不再担任公司任何职务。 根据《公司法》《公司章程》等有关规定，刘勇的辞职不会影响公司经营正常运行，其辞职报告自送达董事会之日起生效。 对此，四川鼎众律师事务所余君律师 ...

截至公告披露日，公司不存在其他应披露未披露的重大事项，生产经营活动正常，该事项不会对公司生 产经营产生重大影响。公司尚未收到中国证监会的最终调查结论，最终调查结果以中国证监会出具的结 论为准。立案调查期间，公司将配合调查并履行信息披露义务。(格隆汇) 格隆汇9月2日｜司尔特(002538.SZ)跌7.34%，报5.05元，总市值43.1亿元。司尔特公告称，公司于2025 年9月1日收到中国证券监督管理委员会送达的《立案告知书》，因涉嫌信息披露违法违规，中国证监会 决定对公司进行立案。公司已在《2024年年度报告》《2025年半年度报告》的第一节重要提示、目录和 释义中进行特别提示，提示随着有权机关对所涉事项检查、调查或侦查的进一步深入，涉案数额可能进 一步扩大，所涉事项对公司以前年度审前财务报表的影响也将进一步扩大，届时公司将根据有权机关的 最终检查、调查或侦查结论，再次依法依规调整、更正相关财务数据。 ...

Core Viewpoint - The company Sierte (002538.SZ) is facing regulatory scrutiny from the China Securities Regulatory Commission (CSRC) due to suspected violations of information disclosure laws, leading to a significant drop in its stock price and market capitalization [1][2]. Group 1: Regulatory Issues - On September 1, Sierte received a notice from the CSRC regarding an investigation into potential information disclosure violations, resulting in a 7.71% drop in stock price to 5.03 CNY per share, with a total market value of 4.293 billion CNY [1]. - The company has previously been subject to administrative regulatory measures from the Anhui Securities Regulatory Bureau, which identified issues related to the authenticity of labor engineering business and cost accounting from 2021 to 2023 [2]. Group 2: Financial Performance - In the first half of 2025, Sierte reported revenue of 2.183 billion CNY, a year-on-year increase of 7.15%, while net profit attributable to shareholders decreased by 43.60% to 95 million CNY [4]. - The company cited rising international sulfur prices and increased procurement costs for sulfur, sulfuric acid, and potassium fertilizers as factors contributing to higher product costs and declining gross margins [4]. Group 3: Management and Governance - Two board members, Wu Yuguang and Zhu Keliang, expressed concerns about the accuracy and completeness of the half-year report due to ongoing investigations related to a case of suspected embezzlement involving a former audit department deputy [3]. - The company is involved in the research, production, and sales of various fertilizers, including compound fertilizers and new types of fertilizers [3].

Group 1 - Zhonglun New Materials plans to reduce its shareholding by up to 4 million shares, accounting for 1% of the total share capital [1] - Haojiang Intelligent plans to reduce its shareholding by up to 1.5 million shares, accounting for 0.8364% of the total share capital [1] - Dekeli plans to reduce its shareholding by up to 474,180 shares, accounting for 3% of the total share capital [1][2] Group 2 - Fosun Pharma's subsidiary has received FDA approval for its HLX14 injection, intended for treating osteoporosis in postmenopausal women [3][4] - Shengtai Group plans to reduce its shareholding by up to 16.67 million shares, accounting for 3% of the total share capital [5] - Fangyuan Co. plans to reduce its shareholding by up to 15.3 million shares, accounting for 3% of the total share capital [6] Group 3 - Shenkai Co. completed a tender offer, resulting in 14.5655 million shares being accepted, giving the acquirer a 9.71% stake [8] - Guangdong Construction's 90MW solar-storage project in Tibet has achieved full capacity grid connection [9] - Kesi Technology plans to reduce its shareholding by up to 471,220 shares, accounting for 3% of the total share capital [9] Group 4 - Zhongtai Automobile's subsidiary faces forced execution, impacting its operational capacity [10] - Weima Agricultural Machinery plans to reduce its shareholding by up to 960,000 shares, accounting for 0.98% of the total share capital [10] - Tianqi Co. signed a strategic cooperation agreement with EVE Energy to enhance the lithium battery supply chain [11] Group 5 - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co. for a total valuation of up to 1 billion yuan [12] - Dengyun Co. plans to transfer 75% of its subsidiary's equity for 137 million yuan [13] - Sierte has received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Enjie Co. received a VAT refund of 188 million yuan for its subsidiary [15] - Jiama Clothing plans to reduce its shareholding by up to 366,000 shares, accounting for 0.28238% of the total share capital [16] - Xinong Co. plans to reduce its shareholding by up to 1.05 million shares, accounting for 0.6737% of the total share capital [17] Group 7 - Jiewate plans to jointly acquire 66.25% of Xinguang Haian for a total price of 418 million yuan [18] - Hubei Energy reported an increase in power generation by 22.05% year-on-year in August, with a total of 5.020 billion kWh generated [19][20] - Nasda signed a strategic cooperation agreement with Teld for collaboration in market and product innovation [21] Group 8 - Jinli Technology plans to reduce its shareholding by up to 978,200 shares, accounting for 0.56% of the total share capital [22][23]

Group 1 - In the first half of the year, A-share listed companies reported a total net profit attributable to shareholders of 2.99 trillion yuan, a year-on-year increase of 2.45%, with nearly 77% of stocks achieving profitability and about 46% showing positive net profit growth [2] - The agricultural, forestry, animal husbandry, fishery, steel, building materials, computer, and non-ferrous metals sectors experienced rapid performance growth, while the real estate sector showed significant losses [2] - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year, with cumulative sales from January to August totaling 2.864 million units, representing a year-on-year growth of 23% [10] Group 2 - New energy vehicle manufacturers such as Leap Motor, Xpeng Motors, and NIO reported record monthly delivery numbers, while Li Auto experienced a decline in monthly deliveries for three consecutive months due to product transitions and adjustments in its sales and service system [5] - Longi Green Energy has invested in a storage company, Suzhou Jingkong Energy Technology Co., Ltd., and is in discussions to acquire another storage company [7] - Chengdu Huamei announced the release of a 4-channel 12-bit 40G high-precision RF direct sampling ADC chip and has received intention orders [9] Group 3 - Heng Rui Pharmaceutical announced that its innovative drug, Zemeituosita Tablets, has received conditional approval for market launch [8] - Yuan Dong Bio announced that its sodium nafamostat oral disintegrating tablets have obtained a drug registration certificate, making it the first domestic generic drug approved for market [11] - Guizhou Moutai announced that its controlling shareholder, Moutai Group, increased its stake by purchasing 67,821 shares, accounting for 0.0054% of the company's total share capital [12] Group 4 - Yonghui Supermarket announced an adjustment to its plan for issuing A-shares to specific targets, with the total fundraising amount adjusted to no more than 3.114 billion yuan [13] - Su Da Weige announced plans to acquire up to 51% of Changzhou Weipu's equity for no more than 510 million yuan [16] - The company Zongtai Auto announced that its subsidiary's assets are under compulsory execution, and it will not be able to resume production this year [15]

【隔夜行情】 •周一（2025年9月1日），A股市场三大指数集体收涨，截至收盘，沪指报3875.53点，涨0.46%；深证成 指报12828.95点，涨1.05%；创业板指报2956.37点，涨2.29%。总体来看，个股涨多跌少，上涨个股超 3200只。沪深两市全天成交额2.75万亿元，较上个交易日缩量483亿元。 •周一（2025年9月1日），港股恒指及恒科指均大涨超2%。截止收盘，恒生指数涨2.15%或539.8点，报 25617.42点，全日成交额为3802.31亿港元；恒生国企指数涨1.95%，报9121.87点；恒生科技指数涨 2.2%，报5798.96点。 •周一（当地时间2025年9月1日），美股因劳动节假期休市一天。 【今日新股】 今日无新股申购，无新股上市。 【重要新闻】 【《人工智能生成合成内容标识办法》今起施行】9月1日，国家网信办等四部门联合制定的《人工智能 生成合成内容标识办法》正式施行。要求服务提供者对生成合成内容添加显式和隐式标识。任何组织和 个人不得恶意删除、篡改、伪造、隐匿办法规定的生成合成内容标识，不得为他人实施上述恶意行为提 供工具或者服务。 【暑运期间全社会跨区域人员流 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002538 证券简称：司尔特 公告编号：2025-24 安徽省司尔特肥业股份有限公司 二、其他情况说明 1、公司及董事会已先后在《2024年年度报告》《2025年半年度报告》的"第一节 重要提示、目录和释 义"中进行"特别提示"，提示"随着有权机关对所涉事项检查、调查或侦查的进一步深入，涉案数额可能 进一步扩大，所涉事项对公司以前年度审前财务报表的影响也将进一步扩大，届时公司将根据有权机关 的最终检查、调查或侦查结论，再次依法依规调整、更正相关财务数据"。 2、截至本公告披露日，公司不存在其他应披露未披露的重大事项，目前公司生产经营活动正常，该事 项不会对公司生产经营产生重大影响。 3、截至本公告披露日，公司尚未收到中国证监会的最终调查结论，立案调查事项的最终调查结果将以 中国证监会出具的结论为准。 4、立案调查期间，公司将积极配合中国证监会的调查工作，并严格按照相关法律法规和监管要求及时 履行信息披露义务。敬请广大投资者理性投资，注意投资风险。 特此公告。 安徽省司尔特肥业股份有限公司董事会 关于收到中国证券监督管理委员会《立案告知书》的公告 本 ...

贵州茅台：控股股东9月1日增持67821股公司股票，耗资1亿元。 正泰电器：终止分拆子公司正泰安能至上交所主板上市。 成都华微：4通道12位40G高速高精度射频直采ADC芯片发布。 9月1日晚间上市公司公告精选： 【热点】 七连板天普股份：目前公司股价已严重偏离基本面。 二连板德新科技：公司不直接生产固态电池。 二连板国轩高科：公司经营环境未发生重大变化。 *ST高鸿：存在可能因股价低于面值被终止上市风险。 众泰汽车：下属公司资产被强制执行，今年已无法复工复产。 双塔食品：欧盟对中国豌豆蛋白启动反倾销调查。 司尔特：涉嫌信披违规，收到中国证监会立案告知书。 申科股份：披露深圳汇理要约收购结果，9月2日复牌。 【并购】 苏大维格：拟收购常州维普半导体设备有限公司不超51%股权。 柯力传感：拟1.215亿元购买控股子公司华虹科技少数股东部分股权。 【经营数据】 比亚迪股份：8月新能源汽车销量37.36万辆，上年同期销量37.31万辆。 科思科技：核心技术人员梁宏建拟减持公司不超3%股份。 龙旗科技：苏州顺为拟减持公司不超4.09%股份。 上汽集团：8月整车销量36.34万辆，同比增长41.04%。 长城汽车：8月 ...

安徽省司尔特肥业股份有限公司公告 证券代码：002538 证券简称：司尔特 公告编号：2025-24 安徽省司尔特肥业股份有限公司 查事项的最终调查结果将以中国证监会出具的结论为准。 关法律法规和监管要求及时履行信息披露义务。敬请广大投资者理性投资，注意 投资风险。 特此公告。 安徽省司尔特肥业股份有限公司董事会 二〇二五年九月一日 二、其他情况说明 涉事项检查、调查或侦查的进一步深入，涉案数额可能进一步扩大，所涉事项对 公司以前年度审前财务报表的影响也将进一步扩大，届时公司将根据有权机关的 最终检查、调查或侦查结论，再次依法依规调整、更正相关财务数据"。 司生产经营活动正常，该事项不会对公司生产经营产生重大影响。 关于收到中国证券监督管理委员会《立案告知书》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。 一、公司收到立案告知书的情况 安徽省司尔特肥业股份有限公司（以下简称"公司"）于2025年9月1日收到中 国证券监督管理委员会（以下简称"中国证监会"）对公司送达的《立案告知书》 （编号：证监立案字0232025004），公司因涉嫌信息披露违法违规， ...