Group 1 - The company Yuxin Co., Ltd. announced a share buyback plan, intending to repurchase approximately 5.06 million shares, which accounts for 1.3187% of its total share capital, with a total expenditure of about 57.07 million yuan [1][1][1] - The share buyback will be conducted through a centralized bidding method, with a maximum transaction price of 13.19 yuan per share and a minimum transaction price of 10.46 yuan per share [1][1][1] - As of the report, Yuxin Co., Ltd. has a market capitalization of 4.1 billion yuan [1][1][1] Group 2 - For the first half of 2025, the company's revenue composition shows that the chemical industry accounts for 99.99%, while other sectors contribute only 0.01% [1][1][1] - There is a significant increase in overseas orders for a related industry, with a reported surge of 246%, covering over 50 countries and regions [1][1][1] - Entrepreneurs have raised concerns about potential vicious competition in the overseas market, as some entities are selling at a loss [1][1][1]

一、截至上月末回购股份的进展情况 截至 2025 年 10 月 31 日，公司通过回购股份专用证券账户以集中竞价方式 回 购公司股份 5,057,300 股，占公司总股本的 1.3187%，最高成交价为 13.19 元/ 股，最低成交价为 10.46 元/股，已使用资金总额 57,071,717.39 元（不含交易费 用）。 本次回购符合相关法律法规的要求，符合既定的回购股份方案。 证券代码：002986 证券简称：宇新股份 公告编号：2025-081 广东宇新能源科技股份有限公司 关于回购股份方案实施进展的公告 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、误导性陈述或者重大遗漏。 广东宇新能源科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第四届董事会第四次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，拟使用自有资金和自筹资金（商业银行回购专项贷款）以 集中竞价交易方式回购公司部分社会公众股份，本次回购股份将用于实施股权激 励计划或员工持股计划。回购的资金总额不低于人民币 5,000 万元（含），不超 过人民币 8,000 万元（ ...

Core Viewpoint - Yuxin Co., Ltd. (002986.SZ) announced a share buyback program, indicating a commitment to enhancing shareholder value through capital return strategies [1] Summary by Categories Share Buyback Details - The company repurchased a total of 5,057,300 shares, which represents 1.3187% of its total share capital [1] - The highest transaction price during the buyback was 13.19 CNY per share, while the lowest was 10.46 CNY per share [1] - The total amount of funds used for the buyback reached 57,071,717.39 CNY, excluding transaction fees [1]

Core Viewpoint - The report highlights the current state and investment prospects of China's petroleum and petrochemical industry from 2025 to 2031, indicating a mixed performance in export values for the sector [1] Industry Summary - In September 2025, the export value of China's petroleum, coal, and other fuel processing industries reached 12.29 billion, reflecting a year-on-year growth of 12.3% [1] - For the period from January to September 2025, the cumulative export value for the same industries was 113.55 billion, showing a year-on-year decline of 17.7% [1] - A statistical chart from 2019 to September 2025 illustrates the export value trends in the petroleum, coal, and other fuel processing industries [1] Company Summary - The report mentions several listed companies in the petroleum and petrochemical sector, including Hengyi Petrochemical, Yueyang Xingchang, Daqing Huake, Donghua Energy, Guochuang Gaoxin, Qixiang Tengda, Baomo Co., Rongsheng Petrochemical, Yuxin Co., China Petroleum, Compton, Meijin Energy, Antai Group, and Shanxi Coking [1]

Core Viewpoint - Yuxin Co., Ltd. reported a significant decline in financial performance for the first three quarters of 2025, with a revenue drop of 6.12% year-on-year and a net loss attributed to shareholders of approximately 64.09 million yuan, compared to a profit of 262 million yuan in the same period last year [1] Financial Performance Summary - For the first three quarters of 2025, the company achieved operating revenue of 5.343 billion yuan, a decrease of 6.12% year-on-year [1] - The net profit attributable to shareholders was -64.09 million yuan, a decline from 262 million yuan in the previous year [1] - The net profit excluding non-recurring gains and losses was -58.47 million yuan, down from 244 million yuan year-on-year [1] - The net cash flow from operating activities was -166.77 million yuan, compared to -92.92 million yuan in the same period last year [1] Previous Year Comparison - In 2024, Yuxin Co., Ltd. reported operating revenue of 7.701 billion yuan, an increase of 16.51% compared to 2023 [2] - The net profit attributable to shareholders in 2024 was 307 million yuan, a decrease of 32.34% year-on-year [2] - The net profit excluding non-recurring gains and losses for 2024 was 287.82 million yuan, down 33.15% from the previous year [2] - The net cash flow from operating activities in 2024 was 154 million yuan, a significant decline of 77.14% compared to 2023 [2] Company Background - Yuxin Co., Ltd. was listed on the Shenzhen Stock Exchange on June 2, 2020, with an initial public offering of 28.34 million shares at a price of 39.99 yuan per share [3] - The company is currently in a state of share price decline [3] Fundraising Activities - The company raised a total of 1.133 billion yuan through its initial public offering, with a net amount of 1 billion yuan after deducting issuance costs [4] - In 2023, Yuxin Co., Ltd. issued shares to specific investors, raising approximately 954.58 million yuan, with a net amount of 950.34 million yuan after expenses [5] - The total amount raised by Yuxin Co., Ltd. from both fundraising activities is approximately 2.088 billion yuan [6]

Market Overview - The refining and trading sector experienced a decline of 0.4% compared to the previous trading day, with Yuxin Co. leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable gainers in the refining and trading sector included: - Unified Co. (600506) with a closing price of 24.64, up 10.00% with a trading volume of 366,700 shares and a turnover of 866 million yuan [1] - Heshun Petroleum (603353) closed at 18.84, up 6.92% with a trading volume of 84,300 shares and a turnover of 154 million yuan [1] - Conversely, Yuxin Co. (002986) led the declines with a closing price of 10.61, down 5.77% and a trading volume of 106,300 shares, resulting in a turnover of 114 million yuan [2] Capital Flow - The refining and trading sector saw a net outflow of 212 million yuan from main funds, while speculative funds had a net inflow of 121 million yuan, and retail investors contributed a net inflow of 91.34 million yuan [2] - Key stocks in terms of capital flow included: - Unified Co. (600506) with a main fund net inflow of 84.08 million yuan, but a net outflow from speculative and retail investors [3] - Heshun Petroleum (603353) also experienced a net inflow from main funds but a net outflow from both speculative and retail investors [3]

Core Viewpoint - Yuxin Co., Ltd. (宇新股份) is currently facing a decline in stock price, with a closing price of 10.61 yuan and a drop of 5.77%, resulting in a total market capitalization of 4.069 billion yuan, indicating that the stock is in a state of breaking its initial public offering price [1] Group 1: Initial Public Offering (IPO) Details - Yuxin Co., Ltd. was listed on the Shenzhen Stock Exchange on June 2, 2020, with an initial public offering of 28.34 million shares at a price of 39.99 yuan per share [1] - The total funds raised from the IPO amounted to 1.133 billion yuan, with a net amount of 1 billion yuan after deducting issuance costs [1] - The funds raised were intended for a 150,000 tons/year phthalic anhydride project and to supplement working capital [1] Group 2: Subsequent Fundraising Activities - In 2023, Yuxin Co., Ltd. issued shares to specific investors, raising a total of 954.58 million yuan at a price of 14.90 yuan per share, with a net amount of 938.64 million yuan after deducting underwriting fees and other expenses [2] - The total fundraising amount from both the IPO and the 2023 issuance is approximately 2.088 billion yuan [3] Group 3: Dividend Distribution - The company approved a profit distribution plan for 2022, distributing 5 yuan per 10 shares and increasing capital by 4 shares per 10 shares based on a total share capital of 228,151,400 shares [3] - For 2021, the distribution was 1 yuan per 10 shares and a capital increase of 4 shares per 10 shares based on a total share capital of 158,676,000 shares [3] - The 2020 distribution plan included a cash distribution of 1.20 yuan per 10 shares and a capital increase of 4 shares per 10 shares based on a total share capital of 113,340,000 shares [3]

Group 1 - Yuxin Co., Ltd. (002986.SZ) released its Q3 2025 financial report on October 28, 2025, indicating that as of October 27, 2025, two institutional investors disclosed holdings in Yuxin's A-shares, totaling 17.2522 million shares, which accounts for 4.50% of the total share capital [1] - The institutional investors include Guangdong Hengjian International Investment Co., Ltd. and Zhuhai Abama Private Fund Investment Management Co., Ltd. - Abama Enjoy Dividend No. 58 Private Securities Investment Fund, with a combined institutional holding ratio down by 2.52 percentage points compared to the previous quarter [1] - In terms of public funds, 43 public funds were not disclosed in this period compared to the previous quarter, including notable funds such as Harvest Industry Preferred Mixed (LOF) A, China Merchants Social Responsibility Mixed A, and Harvest Hong Kong-Shanghai Stock Selection [1]

Group 1 - Company Yu Xin Co., Ltd. (SZ 002986) held its fourth board meeting on October 27, 2025, to review the Q3 2025 report and other documents [1] - For the first half of 2025, the company's revenue composition was 99.99% from the chemical industry and 0.01% from other sources [1] - The current market capitalization of Yu Xin Co., Ltd. is 4.3 billion yuan [2]

一、融资租赁概述 为进一步盘活存量资产、降低融资成本，公司及控股子公司惠州宇新新材料 有限公司（以下简称"宇新新材"）拟作为联合承租人与兴业金融租赁有限责任公 司（以下简称"兴业金租"）进行固定资产的售后回租融资租赁业务，融资金额不 超过 15,000 万元。 2025 年 10 月 27 日，公司第四届董事会第八次会议审议通过了《关于公司 及子公司拟开展售后回租融资租赁业务的议案》。本次交易不构成关联交易，也 不属于重大资产重组。根据《公司章程》等相关规定，该事项无须提交股东大会 审议。 证券代码：002986 证券简称：宇新股份 公告编号：2025-080 广东宇新能源科技股份有限公司 关于公司及子公司拟开展售后回租融资租赁业务的公告 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、误导性陈述或者重大遗漏。 二、交易对方基本情况 1、基本情况 公司名称：兴业金融租赁有限责任公司 法定代表人：李小东 住所：天津经济技术开发区南港工业区创业路综合服务区办公楼 D 座一层 110-111 注册资本：90.00 亿元 经营范围：金融租赁业务；转让和受让融资租赁资产；固定收益类证券投资 业 ...