登录新浪财经APP 搜索【信披】查看更多考评等级 债券代码：127088 债券简称：赫达转债 山东赫达集团股份有限公司关于第三期股票期权与限制性股票激励计划第一个解除限售期解除 限售股份上市流通的提示性公告 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。 重要内容提示： 1、公司第三期股票期权与限制性股票激励计划（以下简称"本次激励计划"、"本激励计划"或"《激励计 划》"）第一个解除限售期符合解除限售条件的激励对象共110人，可解除限售的限制性股票数量为 2,480,000股，占目前公司总股本348,136,913股的0.7124%。 2、本次解除限售的限制性股票的上市流通日为2025年11月28日。 山东赫达集团股份有限公司（以下简称"公司"）于2025年10月20日召开第九届董事会第二十七次会议， 审议通过《关于第三期股票期权与限制性股票激励计划第一个行权期行权条件成就的议案》及《关于第 三期股票期权与限制性股票激励计划第一个解除限售期解除限售条件成就的议案》，具体内容详见公司 于2025年10月21日在巨潮资讯网披露的《关于第三期股票期权与限制性股票激 ...

证券日报网讯 11月25日晚间，山东赫达发布公告称，公司第三期股票期权与限制性股票激励计划第一 个解除限售期符合解除限售条件的激励对象共110人，可解除限售的限制性股票数量为2，480，000股， 占目前公司总股本348，136，913股的0.7124%。本次解除限售的限制性股票的上市流通日为2025年11 月28日。 （文章来源：证券日报） ...

债券代码：127088 债券简称：赫达转债 证券代码：002810 股票简称：山东赫达 公告编号：2025-098 山东赫达集团股份有限公司 关于第三期股票期权与限制性股票激励计划 第一个行权期采用自主行权模式的提示性公告 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。 重要内容提示： 1、公司第三期股票期权与限制性股票激励计划（以下简称"本次 激励计划"、"本激励计划"或"《激励计划》"）股票期权简称：赫达 JLC1，期权代码：037475。 2、本次符合行权条件的激励对象共 110 人，可行权的股票期权 数量为 248 万份，行权价格为 13.03 元/份。 3、本次股票期权行权采用自主行权模式。 4、本次股票期权行权期限自 2025 年 11 月 28 日起至 2026 年 10 月 16 日止。 5、本次第一个行权期可行权的股票期权若全部行权，公司股份 仍具备上市条件。 山东赫达集团股份有限公司（以下简称"公司"）于 2025 年 10 月 20 日召开第九届董事会第二十七次会议，审议通过《关于第三期股 票期权与限制性股票激励计划第一个行权期行权条件成 ...

债券代码：127088 债券简称：赫达转债 证券代码：002810 股票简称：山东赫达 公告编号：2025-097 山东赫达集团股份有限公司 关于第三期股票期权与限制性股票激励计划 第一个解除限售期解除限售股份上市流通 | 证券代码：002810 | 股票简称：山东赫达 | 公告编号：2025-097 | 债券代码：127088 | 债券简称：赫达转债 | | --- | --- | --- | --- | --- | | 条件成就的公告》（公告编号：2025-092）。公司办理了第三期股票 | | | | | 期权与限制性股票激励计划第一个解除限售期股份上市流通手续，本 次符合解除限售条件的激励对象共计 110 人，本次解除限售的限制性 股票数量为 2,480,000 股，占目前公司总股本的 0.7124%。现将相关 事项公告如下： 一、第三期股票期权与限制性股票激励计划已履行的相关审批 程序 （一）2024 年 9 月 27 日，公司召开第九届董事会第十四次会议 及第九届监事会第十一次会议，审议通过了《关于公司〈第三期股票 期权与限制性股票激励计划（草案）〉及其摘要的议案》等相关议案。 公司董事会薪酬与考 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Views - The chemical industry is expected to benefit from the ongoing "anti-involution" measures, which may lead to a significant slowdown in global chemical capacity expansion. This shift is anticipated to enhance cash flow and dividend yields for companies in the sector, transforming them from cash-consuming entities to cash-generating ones [7][27] - The report highlights the potential for domestic substitutes for Japanese semiconductor materials due to rising tensions in Sino-Japanese relations, which could accelerate the domestic market's growth in this area [6] Summary by Sections Recent Trends - The chemical industry has shown a relative performance increase of 16.1% over the past 12 months, outperforming the CSI 300 index, which increased by 11.6% [4] Key Price Movements - DMC (Dimethyl Carbonate) prices rose to 4400 CNY/ton, up 14.29% week-on-week, driven by strong demand from the electrolyte sector [14] - Lithium battery electrolyte prices increased to 27000 CNY/ton, up 8.00% week-on-week, although profit margins for manufacturers are under pressure due to rising raw material costs [14] - Diammonium phosphate prices in East China reached 3850 CNY/ton, up 5.48% week-on-week, amid rising production costs [14] Investment Opportunities - The report identifies four key opportunities in the chemical sector: 1. Low-cost expansion, focusing on companies like Wanhua Chemical and Hualu Hengsheng [9] 2. Improved industry conditions, particularly in chromium salts and phosphate rock [10] 3. New materials with high growth potential, such as electronic chemicals and aerospace materials [11] 4. High dividend yields from state-owned enterprises in the chemical sector, including China Petroleum and China National Chemical [11] Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for several firms in the chemical sector, with many rated as "Buy" [28]

Core Points - The company announced a change in its signing accountants for the 2025 audit, appointing Zhao Weihua as the new project partner and Gao Xiao as the new signing accountant [1][2][3] Group 1: Announcement Details - The company held its ninth board meeting on April 25, 2025, and the annual shareholders' meeting on May 20, 2025, where it approved the reappointment of He Xin Accounting Firm for the 2025 audit [1] - The change in signing accountants was communicated by He Xin Accounting Firm on November 20, 2025, due to personnel adjustments and the need to maintain independence [1][2] Group 2: New Accountants' Background - Zhao Weihua has been a certified public accountant since 1998 and has signed or reviewed 11 audit reports for listed companies in the past three years [2] - Gao Xiao became a certified public accountant in 2025 and has not signed or reviewed any audit reports for listed companies in the past three years [2] Group 3: Compliance and Ethics - Both Zhao Weihua and Gao Xiao have not faced any criminal penalties or administrative sanctions from regulatory bodies in the past three years [2][3] - There are no violations of the independence requirements outlined in the "Code of Ethics for Chinese Certified Public Accountants" by the new signing accountants [3]

债券代码：127088 债券简称：赫达转债 证券代码：002810 证券简称：山东赫达 公告编号：2025-096 山东赫达集团股份有限公司 关于变更签字注册会计师的公告 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。 山东赫达集团股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开了第九届董事会第二十二次会议、2025 年 5 月 20 日召开了 2024 年度股东大会，审议通过了《关于续聘 2025 年度审计机构的议 案》，同意续聘和信会计师事务所（特殊普通合伙）（以下简称"和 信会计师事务所"）为公司 2025 年度审计机构，具体内容详见公司于 巨潮资讯网（http://www.cninfo.com.cn）披露的《关于续聘公司 2025 年度审计机构的公告》（公告编号：2025-023）。 | 证券代码：002810 | 证券简称：山东赫达 | 公告编号：2025-096 | | --- | --- | --- | | 债券代码：127088 | 债券简称：赫达转债 | | 市公司审计，1998 年开始在和信执业，2025 年开始为本公 ...

Group 1: Company Acquisition - Shanghai Zhiyuan Hengyue Technology Partnership has completed the acquisition of shares in Shangwei New Materials, now holding 58.62% of the company, making it the controlling shareholder [1] - The acquisition price was set at 7.78 yuan per share, with the total number of shares tendered accounting for 33.6332% of the company's total equity [1] Group 2: Revenue Forecast Adjustment - BeiGene has updated its revenue forecast for 2025, now expecting it to be between 36.2 billion and 38.1 billion yuan, an increase from the previous estimate of 35.8 billion to 38.1 billion yuan [3] - The adjustment in revenue expectations is attributed to the leading position of Baiyueze in the U.S. market and its ongoing expansion in Europe and other key global markets [3] Group 3: Shareholder Reduction Plans - Shandong Heda's director plans to reduce holdings by up to 350,000 shares, representing 0.1017% of the total equity [5] - Huawai Technology's shareholder intends to reduce holdings by up to 5.2 million shares, accounting for 1.92% of the total equity [7] - Shenghong Co. plans for specific shareholders and executives to collectively reduce holdings by up to 8.7887 million shares, which is 2.8165% of the total equity [9] - High Alliance New Materials' executives plan to reduce holdings by up to 26,630 shares, representing 0.061% of the total equity [11] - New Light Pharmaceuticals' shareholder intends to reduce holdings by up to 4.8 million shares, which is 3% of the total equity [13] - Mengguli's shareholders plan to reduce holdings by up to 13.7885 million shares, accounting for 3% of the total equity [15] - Wanli Stone's general manager plans to reduce holdings by up to 3.7 million shares, representing 1.63% of the total equity [16] - Hongri Pharmaceuticals' shareholders and executives plan to reduce holdings by up to 47.3373 million shares, which is 1.58% of the total equity [17] - Feilihua's executives plan to reduce holdings by up to 620,000 shares, accounting for 0.1187% of the total equity [19] - Zhou Dazheng's senior management plans to reduce holdings by up to 126,600 shares, representing 0.0117% of the total equity [21] - Dali Cape's shareholder intends to reduce holdings by up to 18 million shares, which is 4.5% of the total equity [22] - Yixin Hall's actual controller plans to reduce holdings by up to 11.7121 million shares, accounting for 2% of the total equity [22] - Online and Offline's vice president plans to reduce holdings by up to 23,500 shares, representing 0.03% of the total equity [22] - Lige Optical's specific shareholder plans to reduce holdings by up to 930,400 shares, which is 0.7692% of the total equity [23] - Zhenhua Co.'s specific shareholder plans to reduce holdings by up to 930,400 shares, representing a significant deviation from the company's fundamentals [25] - Wenke Co.'s specific shareholder plans to reduce holdings by up to 3.5 million shares, accounting for 0.55% of the total equity [26] - Shanghai Hanxun's controlling shareholder plans to transfer 5% of the company's shares, totaling approximately 621 million yuan [27]

Core Insights - On November 6, 23 A-share listed companies disclosed shareholding reductions, while Guocera Materials announced a share repurchase plan of 100 million to 200 million yuan [1][2]. Summary of Share Repurchase and Reduction Share Repurchase - Guocera Materials plans to repurchase company shares worth between 100 million and 200 million yuan [2]. Share Reductions - Wenke Co., Ltd. plans to reduce its holdings by no more than 0.55% of the company's shares [2]. - Zhenhua Co., Ltd. saw three directors collectively reduce their holdings by 64,000 shares during a period of abnormal stock trading [2]. - Hubei Investment Company plans to reduce its holdings in Lijing Mico by no more than 0.77% [2]. - Executive Xu Jinzhu of Zhou Dashing plans to reduce his holdings by no more than 0.0117% [2]. - Panxin Investment intends to reduce its holdings in Dali Cap by no more than 4.5% [2]. - Director and executive Zou Peng of Wanli Stone plans to reduce his holdings by no more than 1.63% [2]. - Three executives of Gaomeng New Materials plan to collectively reduce their holdings by no more than 0.061% [2]. - Directors and executives of Feiliwa plan to collectively reduce their holdings by no more than 0.1187% [2]. - Specific shareholders and Huang Jian plan to collectively reduce their holdings in Bangyin Co. by no more than 2.82% [2]. - Shareholders and Feng Investment plan to reduce their holdings in New Light Pharmaceutical by no more than 3% [2]. - Vice General Manager Cui Rong of Online and Offline plans to reduce his holdings by no more than 0.03% [2]. - Shareholders Yao Xiaoqing and executives of Hongri Pharmaceutical plan to collectively reduce their holdings by no more than 1.576% [2]. - Beijing Yindi Investment and its concerted parties plan to collectively reduce their holdings in Mengguli by no more than 3% [2]. - Shareholders of Maituo Co. plan to reduce their holdings by no more than 0.86% [2]. - Wanze Investment plans to reduce its holdings in Huawei Technology by no more than 1.92% [2]. - Director Bi Songling of Shandong Heda plans to reduce his holdings by no more than 0.1017% [2]. - Shareholder Zhang Li of Chongde Technology cumulatively reduced 531,900 shares from October 24 to November 6 [2]. - Ruize Investment plans to reduce its holdings in Weiao Co. by no more than 3% [2]. - Jining Bochuang plans to reduce its holdings in New Fengguang by no more than 0.1978%, while Xu Lin plans to reduce by no more than 0.5354% [2]. - Shareholder Yili Group reduced its holdings in Sun Cable by 1.20% of the total share capital [2]. - A concerted party of a controlling shareholder of Liande Co. reduced 1,952,800 shares on November 5 [2]. - Shareholders plan to collectively reduce their holdings in Xili Technology by no more than 2.08% [2]. - Shareholder Bi Fang Investment plans to reduce its holdings in New Tonglian by no more than 3% [2].

Core Viewpoint - Shandong Heda (002810.SZ) announced that its board member, secretary, and deputy general manager, Bi Songling, who holds 0.41% of the shares, plans to reduce his holdings by up to 350,000 shares, accounting for 0.1017% of the company's total share capital, within three months after 15 trading days from the announcement date [1] Summary by Category - **Shareholding Reduction Plan** - Bi Songling intends to reduce his shareholding through centralized bidding or block trading [1] - The maximum number of shares to be sold is 350,000 [1] - This reduction represents 0.1017% of the total share capital of the company [1]