Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding recent developments and their potential impacts on company performance. Company Announcements - Shuyou Shen's application for conditional listing of STSP-0601 has been accepted by the National Medical Products Administration, aimed at treating bleeding in adult patients with hemophilia A or B, but its impact on current performance is uncertain [3] - Debang Co. has clarified that it has not yet applied autonomous driving logistics vehicles, and this concept will not affect its performance [4] - Hu Xianfu has been elected as the chairman of China Shipbuilding, with a term until the board's term ends [7] - Baili Electric reported that its involvement in controlled nuclear fusion projects has minimal revenue impact, accounting for less than 1% of total revenue in 2024 [8] - Wanrun Co.'s chairman Huang Yiwu has resigned due to work adjustments, and he will not hold any positions in the company post-resignation [9] - Kexing Pharmaceutical announced that its innovative drug projects are still in the preclinical stage, highlighting the high risks and uncertainties involved in drug development [10] Performance Metrics - Sairisi reported that the cumulative sales of the Wanjie M9 reached 50,500 units from January to May, a year-on-year increase of 19.46% [11] - Guangzhou Port expects a 4.3% year-on-year increase in container throughput for May, with a total of 2.309 million TEUs [12] Shareholding Changes - Guokang Biochemical announced that major shareholders plan to reduce their holdings by up to 6% of the company's shares [13] - Far East Co. plans to reduce its holdings by up to 2.30% due to funding needs [14] Share Buybacks - Goodway plans to repurchase shares worth between 100 million and 150 million yuan, with a maximum price of 53 yuan per share [15] - Industrial Fulian has repurchased 7,697,400 shares, using a total of approximately 147 million yuan [16][17] Strategic Partnerships - Siwei Tuxin signed a strategic cooperation framework agreement with Alibaba Cloud to enhance its automotive intelligence strategy over the next five years [18] - Del Co. plans to invest approximately 300 million yuan in new lithium battery pilot and industrialization projects [19]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have released important announcements, providing insights for investors [1] Company Announcements - Shuyou Shen's subsidiary received acceptance for the conditional listing application of STSP-0601, aimed at treating bleeding in adult patients with hemophilia A or B, but its impact on current performance is not significant [3] - Debang Co. clarified that it has not yet applied unmanned logistics vehicles, and this concept will not affect its performance [4] - Hu Xianfu was elected as the chairman of China Shipbuilding, with a term until the board's expiration [6] - Baili Electric reported that its involvement in controlled nuclear fusion projects has minimal revenue impact, accounting for less than 1% of total revenue in 2024 [7] - Wanrun Co.'s chairman Huang Yiwu resigned due to work adjustments, and he will not hold any position in the company post-resignation [8] Performance Expectations - Guangzhou Port expects a 4.3% year-on-year increase in container throughput for May, with a total of 2.309 million TEUs, while total cargo throughput is projected to decline by 0.3% [10] Shareholding Changes - Far East Co. plans to reduce its shareholding by up to 2.30%, equating to a maximum of 51,045,200 shares, due to funding needs [12] Share Buybacks - Industrial Fulian has repurchased 7,697,400 shares for a total of approximately 147 million yuan, with a maximum repurchase price of 20 yuan per share [14] Strategic Partnerships - Siwei Tuxin signed a strategic cooperation framework agreement with Alibaba Cloud to enhance collaboration in various fields, including intelligent automotive strategies [16] - Del Co. plans to invest approximately 300 million yuan in new lithium battery pilot and industrialization projects, as well as smart motor industrialization projects [17]

证券代码：002643 证券简称：万润股份 公告编号：2025-035 中节能万润股份有限公司 关于公司董事长辞职的公告 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。 中节能万润股份有限公司（以下简称"公司"）董事会于2025年6月3日收到 公司董事、董事长黄以武先生提交的书面辞职报告。黄以武先生因工作调整原因， 申请辞去公司第六届董事会董事、董事长以及董事会战略委员会委员职务。辞职 后，黄以武先生将不在公司及公司控股子公司担任任何职务。 特此公告。 中节能万润股份有限公司 董事会 2025 年 6 月 4 日 1 根据有关法律法规及《公司章程》的规定，黄以武先生的辞职未导致公司董 事会成员低于法定最低人数，不会影响公司董事会正常运作，鉴于新任董事长的 选举工作尚需经过相应的法定程序，黄以武先生将继续履行相关职责直至新任董 事长接任。公司将按照有关规定尽快完成董事、董事长的补选工作。 截至本公告披露日，黄以武先生持有公司股份120,000股，辞职后其所持公 司股份将继续严格按照《上市公司股权激励管理办法》《上市公司股东减持股份 管理暂行办法》《深圳证券交易所 ...

1、中节能万润股份有限公司（以下简称"公司"、"本公司"或"万润股份"） 2024 年度利润分配方案已获 2025 年 5 月 21 日召开的本公司 2024 年度股东大会 审议通过，具体方案为：以公司截至 2025 年 3 月 31 日总股本 929,969,005.00 股 为基数，以截至 2024 年 12 月 31 日未分配利润，向全体股东每 10 股分配现金股 利 1.00 元（含税），共计派发现金 92,996,900.50 元，不低于当年实现的可供分 配利润的 20%，本次不进行资本公积金转增股本和送红股； 证券代码：002643 证券简称：万润股份 公告编号：2025-034 中节能万润股份有限公司 2024 年度分红派息实施公告 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、股东大会审议通过利润分配方案等情况 2、自分配方案披露至实施期间公司股本总额未发生变化；如在权益分派股 权登记日前公司总股本由于可转债转股、股份回购、股权激励行权、再融资新增 股份上市等原因而发生变化时，公司将按照分配总额不变的原则对每股分配比例 进行调整； 3、公 ...

证券代码：002643 证券简称：万润股份 公告编号：2025-033 中节能万润股份有限公司 回购报告书 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。 重要内容提示： 1、回购股份方案内容概要 （1）回购用途：本次回购的股份将用于减少公司注册资本。 （2）回购金额：不低于人民币 1 亿元（含本数），不超过人民币 2 亿元（含 本数）。 （3）资金来源：公司自有资金及银行提供的股票回购专项贷款。 （4）回购价格：不超过人民币 16.55 元/股（含本数）。 （5）回购数量：按本次拟用于回购的资金总额上限及回购价格上限测算， 预计回购股份数量约为 12,084,592 股，约占公司当前总股本 929,969,005 股的 1.2995%；按本次拟用于回购的资金总额下限及回购价格上限测算，预计回购股 份数量约为 6,042,296 股，约占公司当前总股本的 0.6497%。具体回购股份数量 以回购期限届满时实际回购的股份数量为准。 如本回购方案涉及的法律法规、规范性文件的有关规定作出调整，则本回购 方案按调整后的法律法规、规范性文件的有关规定实施。 2、本次回购 ...

Group 1 - The supply and marketing cooperative concept index declined by 0.53%, ranking among the top declines in concept sectors as of May 29 [1] - Within the supply and marketing cooperative sector, companies such as Zhongnong United, Gongxiao Daji, and Huilong Co. experienced significant declines, while New Power Financial, Wanrun Co., and Zhejiang Agricultural Co. saw increases of 2.71%, 1.90%, and 1.33% respectively [1] - The supply and marketing cooperative sector experienced a net outflow of 448 million yuan in main funds today, with Gongxiao Daji leading the outflow at 300 million yuan [2] Group 2 - The top gainers in the supply and marketing cooperative sector included New Power Financial with a 2.71% increase and Tianhe Co. with a 0.89% increase, while Gongxiao Daji saw a 3.13% decrease [3] - The main funds net inflow leaders were Dunhuang Seed Industry, Tianhe Co., and New Power Financial, with net inflows of 6.14 million yuan, 5.14 million yuan, and 3.60 million yuan respectively [3] - The supply and marketing cooperative sector's outflow list included Gongxiao Daji, Huilong Co., and Hunan Development, with outflows of 300 million yuan, 127.5 million yuan, and 2.03 million yuan respectively [2]

Core Points - Wanrun Co., Ltd. (002643) closed at 10.95 yuan on May 23, 2025, up 1.2% from the previous week [1] - The company's current market capitalization is 10.183 billion yuan, ranking 10th in the electronic chemicals sector and 1519th in the A-share market [1] Shareholder Changes - Luyin Investment Group Co., Ltd. increased its holdings by 3.6178 million shares between April 4, 2025, and May 20, 2025, accounting for 0.389% of the total share capital [2] - As of May 20, 2025, Luyin Investment has cumulatively increased its holdings by 11,396,457 shares, representing 1.2255% of the total share capital, with an investment amount of approximately 125.02 million yuan, exceeding the lower limit of its planned investment range [2] Company Announcements - On May 19, 2025, Wanrun Co., Ltd. received notification from its controlling shareholder, China Energy Conservation and Environmental Protection Group, regarding the completion of the transfer of 46,505,308 shares to Sinopec Capital, which represents 5% of the total share capital [3] - The transfer price was approximately 615.27 million yuan, with a per-share price of 13.23 yuan [3] - Following this transaction, Sinopec Capital became the third-largest shareholder, while China Energy Conservation's shareholding decreased to 22.837% [3] Stock Repurchase - The company decided to repurchase and cancel 7,009,780 restricted shares from 594 incentive recipients, reducing the total share capital from 929,969,005 shares to 922,959,225 shares [4] - Additionally, the company plans to repurchase ordinary shares through the Shenzhen Stock Exchange, with a total repurchase amount between 100 million yuan and 200 million yuan, and a maximum repurchase price of 16.55 yuan per share [4]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4][6]. Core Insights - The company has made significant progress in OLED materials, with multiple proprietary OLED finished materials validated and supplied to downstream customers. The subsidiary, Jiuyou Chemical, maintains its leading position in the industry [3]. - The company is actively exploring new product lines, including semiconductor manufacturing materials, high-performance polymer materials, and new energy materials, which are expected to drive future growth [4]. - Financial forecasts indicate that the company is expected to achieve net profits of 4.05 billion, 4.87 billion, and 5.49 billion yuan for the years 2025 to 2027, respectively, with corresponding price-to-earnings ratios of 25.11X, 20.90X, and 18.54X [4][5]. Financial Summary - For 2023, the company reported a revenue of 4.305 billion yuan, with a projected revenue of 3.693 billion yuan for 2024, reflecting a decline of 15.26%. However, a recovery is anticipated with an increase of 11.72% in 2025 [5][12]. - The net profit attributable to the parent company is forecasted to be 763 million yuan in 2023, dropping to 246 million yuan in 2024, but recovering to 405 million yuan in 2025, indicating a growth rate of 64.65% [5][12]. - The company’s total assets are projected to grow from 10.591 billion yuan in 2024 to 11.548 billion yuan in 2027, while the total liabilities are expected to decrease from 2.819 billion yuan in 2024 to 2.352 billion yuan in 2027 [12][13].

证券代码：002643 证券简称：万润股份 公告编号：2025-032 中节能万润股份有限公司 关于减少注册资本暨通知债权人的公告 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、通知债权人的原因 中节能万润股份有限公司（以下简称"公司"或"万润股份"）于 2025 年 4 月 23 日召开第六届董事会第十一次会议，于 2025 年 5 月 21 日召开 2024 年度 股东大会，审议通过了《万润股份：关于 2021 年限制性股票激励计划第三个解 除限售期解除限售条件未成就暨调整回购价格并回购注销限制性股票的议案》 《万润股份：关于减少公司注册资本并修订<公司章程>的议案》《万润股份：关 于回购股份方案的议案》。具体内容详见公司于 2025 年 4 月 25 日在巨潮资讯网 （http://www.cninfo.com.cn）披露的《万润股份：第六届董事会第十一次会议决 议公告》（公告编号：2025-012）、《万润股份：关于 2021 年限制性股票激励计 划第三个解除限售期解除限售条件未成就暨调整回购价格并回购注销限制性股 票的公告》（公告编号：2025 ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：002643 证券简称：万润股份 公告编号：2025-031 中节能万润股份有限公司 2024 年度股东大会决议公告 特别提示： 1、本次股东大会没有出现否决议案的情形。 2、本次股东大会没有涉及变更前次股东大会决议的情形。 3、本次股东大会召开期间没有增加或变更议案的情形。 4、为保护中小投资者利益，提高中小投资者对中节能万润股份有限公司(以 下简称"公司"或"万润股份")股东大会的参与度，本次股东大会对中小投资 者单独计票。中小投资者是指除公司董事、监事、高级管理人员以及单独或者合 计持有公司 5%以上股份的股东以外的其他股东。 一、会议召开和出席情况 1、现场会议召开时间为：2025 年 5 月 21 日（星期三）下午 2:00 2、网络投票时间为：2025 年 5 月 21 日（星期三） 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 5 月 21 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投票 系统投票的具体时间为 ...