关于使用自有资金购买理财产品的进展公告 证券代码：002787 证券简称：华源控股 公告编号：2025-055 关联关系说明：公司及子公司与中信银行不存在关联关系。 二、审批程序 《关于使用自有资金进行现金管理的议案》已经公司第五届董事会第六次会议、第五届监 事会第五次会议审议通过，本次购买理财产品的额度和期限均在审批范围内，无需再提交董事 会及股东大会审议。 三、投资风险分析及风险控制措施 苏州华源控股股份有限公司 关于使用自有资金购买理财产品的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 苏州华源控股股份有限公司（以下简称"公司"）于 2025 年 3 月 31 日召开了第五届董事 会第六次会议、第五届监事会第五次会议，审议通过了《关于使用自有资金进行现金管理的 议案》，同意公司使用最高不超过人民币 30,000 万元的自有资金进行现金管理，用于购买安全 性高、流动性好、风险可控的金融机构理财产品，以增加公司现金资产收益。进行现金管理 的额度授权期限自董事会审议通过之日起 12 个月内有效，期间可以滚动使用，并授权公司财 务总监最终签署相关实施 ...

根据市场公开信息及7月18日披露的机构调研信息，知名私募天戈投资近期对1家上市公司进行了调研， 相关名单如下： 1）华源控股 （上海天戈投资管理有限公司参与公司特定对象调研） 调研纪要：华源控股在金属包装和电池精密结构件领域具备技术复用优势，电池精密结构件业务谨慎推 进，预计2025年营收增长但占比仍低。新能源产业产能利用率60%，暂无海外扩产计划。塑料包装业务 毛利率17%，未来将通过整合提高毛利，继续研发绿色环保产品。公司与主要原材料供应商签订长期合 作协议，具备一定成本转嫁能力。公司聚焦金属和塑料包装主业，积极寻找新业务市场机会，设立新加 坡华源，持续开拓海外市场。公司产线自动化水平较高，持续推进智能装备升级。公司基于对公司价值 认可和未来发展前景的信心，启动股份回购和注销计划。公司严格按照监管要求开展市值管理工作，积 极关注并购机会，以高端智能制造为主要并购方向，并购决策流程严格规范。 机构简介： 上海天戈投资管理有限公司成立于2006年4月，2015年2月成功在基金业协会登记备案、并正式成为阳光 私募基金管理人；注册地上海杨浦区，注册资本3000万元（人民币）。公司业务范围包括投资管理、资 产管理。 ...

及前十名无限售条件股东持股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 证券代码：002787 证券简称：华源控股 公告编号：2025-054 苏州华源控股股份有限公司 关于回购股份事项前十名股东 等相关规定，现将董事会公告回购股份决议的前一个交易日（即 2025 年 7 月 16 日）登记在册的前 十 名股东和前十名无限售条件股东的名称、持股数量和持股比例情况公告如下： 一、前十名股东持股情况 序号 股东名称 持股数量（股） 持股比例 中国工商银行股份有限公司－中信保诚 苏州华源控股股份有限公司（以下简称"公司"）于 2025 年 7 月 16 日召开第五届董事会第八 次会 议，逐项审议通过了《关于回购公司股份方案的议案》，具体内容详见公司于 2025 年 7 月 17 日在 《证券时报》、巨潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方案的公告》（公告编 号：2025-051）。 根据《上市公司股份回购规则》、 《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》 多策略灵活配置混合型证券投资基金（LOF） ...

关于回购股份事项前十名股东及前十名无限售条件股东持股情况的公告 证券代码：002787 证券简称：华源控股 公告编号：2025-054 苏州华源控股股份有限公司 关于回购股份事项前十名股东 及前十名无限售条件股东持股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 苏州华源控股股份有限公司（以下简称"公司"）于 2025 年 7 月 16 日召开第五届董事会第八次会 议，逐项审议通过了《关于回购公司股份方案的议案》，具体内容详见公司于 2025 年 7 月 17 日在 《证券时报》、巨潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方案的公告》（公告编 号：2025-051）。 根据《上市公司股份回购规则》、《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》 等相关规定，现将董事会公告回购股份决议的前一个交易日（即 2025 年 7 月 16 日）登记在册的前十 名股东和前十名无限售条件股东的名称、持股数量和持股比例情况公告如下： | 序号 | 股东名称 | 持股数量（股） | 持股比例 | | --- | --- | ...

Group 1: Business Overview - The company has a strong presence in metal packaging and plastic packaging, primarily serving the chemical, lubricant, and food industries, with a complete product series and specifications [8][12] - The company has established long-term stable relationships with major clients, including Shell and ExxonMobil, and has received multiple awards for quality and service [4][12] Group 2: Financial Performance - The gross margin for plastic packaging is approximately 17%, which is considered reasonable for the manufacturing industry [4] - The company anticipates significant revenue growth in battery precision structural components in 2025, although it will still represent a low percentage of overall revenue [3] Group 3: Market Strategy - The company is cautious about expanding its battery precision structural components market due to current market conditions, but expects to see growth in 2025 compared to 2024 [3] - The company is actively exploring overseas market opportunities, particularly in Southeast Asia, and has established a presence in Singapore [9] Group 4: Production and Automation - The company's production lines are highly automated compared to industry standards, with over 100 technical staff dedicated to equipment automation and smart upgrades [10] - The current capacity utilization rate for the company's new energy sector is around 60% [3] Group 5: Supply Chain Management - The company has strategic partnerships with major suppliers like China Baowu Steel Group for raw materials, ensuring favorable procurement prices [5][6] - The company has a robust cost transfer mechanism with clients, allowing it to manage fluctuations in raw material prices effectively [5] Group 6: Future Plans and Innovations - The company plans to enhance its technological innovation and product development capabilities, focusing on customer-specific needs and market trends [12] - The company is considering mergers and acquisitions in high-end intelligent manufacturing sectors, such as semiconductor processing and robotics [16]

证券代码：002787 证券简称：华源控股 公告编号：2025-053 关于使用自有资金购买理财产品的进展公告 苏州华源控股股份有限公司 关于使用自有资金购买理财产品的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 苏州华源控股股份有限公司（以下简称"公司"）于 2025 年 3 月 31 日召开了第五届董事 会第六次会议、第五届监事会第五次会议，审议通过了《关于使用自有资金进行现金管理的 议案》，同意公司使用最高不超过人民币 30,000 万元的自有资金进行现金管理，用于购买安全 性高、流动性好、风险可控的金融机构理财产品，以增加公司现金资产收益。进行现金管理 的额度授权期限自董事会审议通过之日起 12 个月内有效，期间可以滚动使用，并授权公司财 务总监最终签署相关实施协议或合同等文件。具体内容详见公司 2025 年 4 月 2 日在中国证监 会指定信息披露网站巨潮资讯网（www.cninfo.com.cn）上刊载的相关公告。 一、本次使用自有资金购买理财产品的基本情况 为了更好地发挥资金的使用效率，在确保不影响公司正常运营的前提下，公司近日使用 ...

大唐发电：上半年上网电量同比增长1.30% 7月17日晚，大唐发电（601991）发布公告称，截至2025年6月30日，公司及子公司累计完成上网电量约 1239.93亿千瓦时，同比上升1.30%。其中，风电和光伏上网电量同比分别增长31.27%和36.35%。 资料显示，大唐发电成立于1994年12月，主营业务是以火电为主的发电。 所属行业：公用事业–电力–火力发电 所属行业：有色金属–小金属–钼 微芯生物：上半年净利润预增35% 7月17日晚，微芯生物（688321）发布2025年上半年业绩预告，公司预计上半年实现营业收入4.07亿 元，同比增长35%；预计实现归属于母公司所有者的净利润约3006万元，同比增加173%，同比扭亏为 盈。 资料显示，微芯生物成立于2001年3月，主营业务是药物技术开发、相关成果商业应用。 7月17日晚，北自科技（603082）发布公告称，公司与巨石集团淮安有限公司签订了《设备采购合 同》，合同总金额为1.64亿元。 资料显示，北自科技成立于2002年10月，主营业务是智能物流系统和装备的研发、设计、制造与集成业 务。 所属行业：机械设备–自动化设备–其他自动化设备 金钼股份： ...

Core Viewpoint - The company, Huayuan Holdings, has emerged as a significant player in the increasingly competitive packaging industry through a differentiated development path and strategic layout, showcasing strong resilience and potential in a complex market environment [1] Group 1: Performance and Growth - In 2024, the company achieved a remarkable net profit growth of 739%, and in Q1 2025, the net profit attributable to shareholders increased by 14.91% year-on-year, with a non-recurring net profit growth of 15.8% [1] - The robust performance is attributed to the advantages of a full industry chain layout, continuous R&D innovation, and the company's ability to navigate industry transformation [1] Group 2: Core Business Advantages - Huayuan Holdings specializes in the R&D, production, and sales of packaging products, covering both metal and plastic packaging sectors, with a complete business chain and technical service capabilities [2] - In 2024, the metal packaging business generated revenue of 1.831 billion yuan, accounting for 74.75% of total revenue, while the plastic packaging business contributed 567 million yuan, representing 23.16% [2] - The company has established long-term partnerships with major international clients such as Nippon Paint and AkzoNobel, enhancing its high-end customer resource base [2] Group 3: Market Trends and Innovations - The packaging industry is undergoing a "green transformation," driven by global environmental development concepts and stringent domestic policies, leading to increased demand for biodegradable and low-energy packaging products [3] - The company plans to enhance R&D and production investments in biodegradable plastic packaging products to improve degradation performance and cost competitiveness [3] Group 4: New Market Opportunities - Huayuan Holdings is actively exploring new growth areas, particularly in food packaging and precision structural components for new energy batteries, leveraging its advanced food safety control system and over 400 patented technologies [4] - The company’s overseas market revenue reached 91.91 million yuan in 2024, accounting for 3.25% of total revenue, with a focus on Southeast Asia [4] Group 5: Industry Forecast - According to Grand View Research, the Southeast Asian metal packaging market for food and beverages is projected to grow at a compound annual growth rate of 6.1%, reaching a market size of 5.75 billion USD by 2029 [5]

Group 1 - The technology growth and AI sectors, which have undergone sufficient adjustments, are expected to see elastic improvements supported by performance [1][11] - The U.S. stock market showed a rebound with the Dow Jones up 0.53%, Nasdaq up 0.25%, and S&P 500 up 0.32% [4] - Major tech stocks exhibited mixed performance, with Tesla rising 3.5% and Google, Apple, and Nvidia also gaining, while Meta Platforms and Amazon saw declines [4] Group 2 - Goldman Sachs reported Q2 revenue of $14.583 billion, down 28.65% year-on-year, but net profit increased by 22.35% to $3.723 billion [4] - Bank of America experienced a 6.12% decline in Q2 revenue to $34.066 billion, with net profit rising 10.82% to $7.396 billion [4] - Morgan Stanley's Q2 revenue increased by 6.48% to $13.748 billion, with net profit up 26.47% to $4.315 billion [4] Group 3 - The U.S. Producer Price Index (PPI) showed a year-on-year increase of 2.3%, better than market expectations, with no month-on-month change in June [5] - The National Energy Administration reported a record national peak electricity load of 1.506 billion kilowatts, an increase of 0.55 billion kilowatts from the previous year [7] - The Ministry of Industry and Information Technology announced new vehicle product listings, including Tesla's new electric model [7] Group 4 - Pingming Technology expects a net profit increase of 231.79% to 302.89% for the first half of 2025, driven by growth in construction information software revenue and cost control [9] - Taiji Group plans to repurchase shares worth between 80 million and 120 million yuan, with a maximum repurchase price of 28.03 yuan per share [10] - Huayuan Holdings intends to repurchase shares worth between 20 million and 40 million yuan for employee stock ownership plans, with a maximum price of 12.28 yuan per share [11]

Key Points - The company plans to repurchase its A-shares using self-owned and self-raised funds through a centralized bidding method on the Shenzhen Stock Exchange, with a total repurchase amount between RMB 20 million and RMB 40 million, and a maximum repurchase price of RMB 12.28 per share, estimating to repurchase approximately 1,628,665 shares, accounting for about 0.49% of the total share capital [1][4][6] - The repurchased shares will be used for the company's employee stock ownership plan or equity incentives, and any unused shares will be canceled within three years after the announcement of the repurchase results [3][9] - The repurchase is aimed at enhancing investor confidence, maintaining the interests of shareholders, and promoting the company's long-term development [2][8] - The company has confirmed that there are no plans for share buybacks or sales by directors, supervisors, senior management, or major shareholders during the repurchase period [1][8] - The repurchase will not affect the company's debt repayment ability or continuous operation capability, and the shareholding structure will remain compliant with listing conditions [8][9]