关于公司股东资金占用事项的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 近日，公司收到了苏州工业园区人民法院强制执行胡卫林所持有的扬子新材 500 万股股票处置款 18,626,520.93 元（其中：胡卫林欠款本息 18,580,070.93 元，公司垫付的赋强公证费 18,580 元，执行证书公证费 27,870 元）。至此，胡 卫林资金占用款项已全部清偿完毕。 一、资金占用事项的基本情况 苏州扬子江新型材料股份有限公司（以下简称扬子新材、公司）在自查中发 现公司股东胡卫林存在通过公司重要供应商苏州汇丰圆物资贸易有限公司（以下 简称汇丰圆）占用公司资金事项。2019 年扬子新材预付汇丰圆 3.4 亿元，系公 司股东、时任公司总经理胡卫林超额支付汇丰圆预付款，并通过向汇丰圆拆借资 金，形成资金占用。具体详见公司于 2020 年 11 月 17 日披露的《关于公司自查 第二大股东资金占用的提示性公告》（公告编号：2020-11-03）。 证券代码：002652 证券简称：扬子新材 公告编号：2026-003 苏州扬子江新型材料股份有限公 ...

Group 1 - The core point of the article is that Yangzi New Materials reported the number of its shareholders as of February 13, 2026, which stands at 25,123 households [2]

Core Viewpoint - The renovation and building materials sector experienced growth, closing at 18,438.61 points with a rise of 2.02%, driven by several stocks in the sector showing significant price increases [1] Group 1: Stock Performance - Top performer in the renovation and building materials sector was Dinggu Jichuang, closing at 34.39 CNY per share with a gain of 19.99% [1] - Yangzi New Materials followed with a closing price of 4.57 CNY per share, also up by 19.99% [1] - Qinglong Pipeline Industries closed at 13.70 CNY per share, marking a rise of 10.04% [1] - On the downside, Yabo Co. led the declines with a closing price of 2.24 CNY per share, down by 5.08% [1] - ST Songfa closed at 95.10 CNY per share, down by 5.00% [1] - Wanli Stone closed at 44.85 CNY per share, with a decline of 4.78% [1] Group 2: Market Insights - Dongwu Securities reported that the transaction volume of second-hand homes has slightly exceeded expectations since the beginning of the year, indicating signs of stabilization [1] - Pilot programs for stock housing storage in cities like Shanghai are beneficial for the medium to long-term stabilization of the real estate market [1] - The performance of the real estate chain in the first half of 2026 is expected to remain relatively flat, although improvements in gross margin, expense ratio, and profit margin are anticipated for most companies [1] - After excessive competition leading to industry-wide losses for many products in the first half of 2025, industry consolidation is expected, with prices gradually recovering, potentially exceeding reasonable profit margins [1]

Group 1 - The core point of the article is that Yangzi New Materials (SZ002652) reached its daily limit with a price of 4.57 yuan, reflecting a 10.12% increase and a total market capitalization of 2.34 billion yuan, driven by improved financial performance and investor relations [1] Group 2 - Yangzi New Materials specializes in the research, production, and sales of organic coating boards, primarily used in integrated circuit factories [1] - The company reported a narrowing of its net profit loss, with a year-on-year improvement in its main business loss ranging from 16.73% to 35.08%, indicating a positive trend in operational performance [1] - The company's revenue, after deductions, exceeded the safety line of 300 million yuan, alleviating market concerns regarding delisting [1] - Active investor relations efforts, including reception days, have enhanced transparency and investor confidence, while the controlling shareholder did not reduce holdings during stock price fluctuations, stabilizing market expectations [1] - Despite a conservative business expansion strategy and no engagement in popular sectors, the market is currently focusing on the improvement in operational conditions and risk reduction [1] - There appears to be an influx of funds into the stock due to the aforementioned positive factors, contributing to the stock price hitting the limit [1]

Group 1 - The company expects a net profit for the year 2025 to be negative, indicating a decline compared to the previous year [1] - The main reason for the decline in net profit attributed to the recovery of funds amounting to 30.0787 million yuan from the previous year, which had previously been accounted for as bad debt [2] - The company's net profit, after excluding non-recurring gains and losses, remains in a loss state, but the loss margin has narrowed compared to the same period last year [3] Group 2 - Preliminary estimates from the company's finance department indicate that the total profit, net profit, and net profit after excluding non-recurring gains and losses for 2025 will all be negative, although the operating revenue is expected to exceed 300 million yuan [4] - The company is currently undergoing an audit of its financial statements, and if the audited main business revenue falls below 300 million yuan, it may trigger risk warning regulations from the Shenzhen Stock Exchange [4] - The performance forecast is based on preliminary calculations by the finance department and has not been audited by the accounting firm; final financial data will be disclosed in the upcoming annual report for 2025 [4]

Core Viewpoint - Yangzi New Materials (002652.SZ) forecasts a net loss attributable to shareholders of 25 million to 32 million yuan for the fiscal year 2025, compared to a profit of 7.09 million yuan in the same period last year [1] Financial Performance - The net profit after deducting non-recurring gains and losses is expected to be a loss of 23 million to 29.5 million yuan, an improvement from a loss of 35.43 million yuan in the previous year [1] - The primary reason for the decline in net profit is attributed to the recovery of funds previously occupied, amounting to 30.08 million yuan, which was used to offset corresponding bad debt provisions [1]

Core Viewpoint - Yangzi New Materials (002652.SZ) forecasts a net loss of 25 million to 32 million yuan for the fiscal year 2025, a significant decline from a profit of 7.09 million yuan in the same period last year [1] Financial Performance - The net profit attributable to shareholders is expected to be a loss of 25 million to 32 million yuan, compared to a profit of 7.09 million yuan in the previous year [1] - The net profit after deducting non-recurring gains and losses is projected to be a loss of 23 million to 29.5 million yuan, an improvement from a loss of 35.43 million yuan in the same period last year [1] - The primary reason for the decline in net profit is attributed to the recovery of funds amounting to 30.08 million yuan from the previous year, which had been used to offset corresponding bad debt provisions [1]

Core Viewpoint - Yangzi New Materials has announced an annual performance forecast indicating a projected net loss attributable to shareholders of the listed company for 2025, ranging from 25 million to 32 million yuan [1] Financial Performance - The company expects a net profit attributable to shareholders, excluding non-recurring gains and losses, to be a loss between 23 million and 29.5 million yuan for 2025 [1] - The decline in net profit compared to the same period last year is primarily due to the recovery of capital occupied amounting to 30.0787 million yuan, which was used to reverse the corresponding bad debt provision [1]

Financial Performance Expectations - The company expects a net profit loss of between 25 million and 32 million yuan for the year 2025, a decline of 456.68% to 556.55% compared to the previous year's profit of 7.009 million yuan [3]. - The net profit after deducting non-recurring gains and losses is projected to be a loss of between 23 million and 29.5 million yuan, which represents a reduction in loss of 16.73% to 35.08% compared to the previous year's loss of 35.4283 million yuan [3]. - The basic earnings per share is expected to be a loss of between 0.0488 yuan and 0.0625 yuan, compared to a profit of 0.0137 yuan per share in the previous year [3]. - The company anticipates that its total profit, net profit, and net profit after deducting non-recurring gains and losses will all be negative for 2025, but the operating revenue is expected to exceed 300 million yuan [7]. Reasons for Profit Decline - The main reason for the decline in net profit is attributed to the recovery of funds amounting to 30.0787 million yuan from the previous year, which was used to offset corresponding bad debt provisions [5]. Risk and Compliance - If the audited main business revenue falls below 300 million yuan, it will trigger risk warning regulations as per the Shenzhen Stock Exchange listing rules [7]. - Investors are advised to make cautious decisions and be aware of investment risks [7]. Earnings Forecast Process - The company has communicated with the accounting firm regarding the earnings forecast, and there are no discrepancies in this regard [4]. - The earnings forecast is based on preliminary estimates by the company's finance department and has not been audited by the accounting firm [7]. - The final financial data will be disclosed in the company's subsequent 2025 annual report [7].

Core Viewpoint - Yangzi New Materials announced an expected net profit loss of 25 million to 32 million yuan for the fiscal year 2025, compared to a profit of 7.09 million yuan in the same period last year [1] Financial Performance - The significant decline in net profit is primarily attributed to the recovery of funds amounting to 30.0787 million yuan from previous years, which had been offset by corresponding bad debt provisions [1]