Core Viewpoint - The company has completed a share repurchase plan aimed at reducing registered capital and implementing employee stock ownership plans, with over 70% of repurchased shares designated for cancellation [2][3]. Group 1: Share Repurchase and Capital Changes - The company approved a share repurchase plan using its own funds and a special loan for stock repurchase, with the intention to cancel shares and reduce registered capital [2]. - As of September 8, 2025, the company completed the repurchase of 5,158,824 shares, reducing the total share capital from 254,910,205 shares to 249,751,381 shares [2]. - Following the conversion of convertible bonds, the total share capital increased by 19,130 shares, but the overall effect of share repurchase led to a net decrease of 5,139,694 shares, resulting in a new total of 249,768,720 shares [3]. Group 2: Notification to Creditors - The company is notifying creditors about the reduction in registered capital due to the share repurchase, allowing them to claim debts or request guarantees within specified timeframes [4]. - Creditors have 30 days from receiving the notice or 45 days from the announcement date to submit claims, with specific instructions provided for the submission process [4][5]. - Required documentation for creditors includes proof of debt relationships and, for corporate creditors, additional identification and authorization documents [5].

| 证券代码：002988 | 证券简称：豪美新材 | 公告编号：2025-105 | | --- | --- | --- | | 债券代码：127053 | 债券简称：豪美转债 | | 上述回购股份注销完成后，公司注册资本将减少，根据《中华人民共和国公 司法》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关法 律、法规的规定，公司特此通知债权人，债权人自接到公司通知之日起 30 日内、 未接到通知的自本公告披露之日起 45 日内，有权凭有效债权文件及相关凭证要 求公司清偿债务或者提供相应担保。债权人如逾期未向公司申报债权，不会因此 影响其债权的有效性，相关债务（义务）将由公司根据原债权文件的约定继续履 行。 广东豪美新材股份有限公司 关于注销部分回购股份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的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、通知债权人的理由 广东豪美新材股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日召开 第四届董事会第二十七次会议、于 2025 年 4 月 21 日召开 2024 年度股东大会审 议通过了《关 ...

Core Viewpoint - The aluminum alloy industry in China is experiencing significant growth, with a notable increase in production and a positive outlook for the coming years [1] Industry Summary - As of September 2025, China's aluminum alloy production reached 1.78 million tons, marking a year-on-year increase of 17.1% [1] - From January to September 2025, the cumulative production of aluminum alloys in China totaled 14.116 million tons, reflecting a cumulative growth of 15.9% [1] - The report by Zhiyan Consulting outlines the market operation pattern and strategic analysis of the aluminum alloy industry in China from 2026 to 2032 [1] Company Summary - Listed companies in the aluminum industry include China Aluminum (601600), Nanshan Aluminum (600219), Mingtai Aluminum (601677), Yun Aluminum (000807), Xinjiang Zhonghe (600888), Yiqiu Resources (601388), Haomei New Materials (002988), Asia Pacific Technology (002540), and Shunbo Alloy (002996) [1]

Market Overview - On November 20, the industrial metals sector declined by 0.52% compared to the previous trading day, with Xinweiling leading the decline [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the industrial metals sector included: - Guocheng Mining (Code: 000688) with a closing price of 29.65, up 4.99% and a trading volume of 610,600 shares, totaling 1.823 billion yuan [1] - Asia-Pacific Technology (Code: 002540) with a closing price of 7.15, up 3.03% and a trading volume of 307,700 shares, totaling 220 million yuan [1] - Major decliners included: - Xinweiling (Code: 920634) with a closing price of 24.91, down 3.67% and a trading volume of 12,900 shares, totaling 33.008 million yuan [2] - Chang Aluminum (Code: 002160) with a closing price of 5.41, down 3.22% and a trading volume of 751,900 shares, totaling 413 million yuan [2] Capital Flow - The industrial metals sector experienced a net outflow of 1.961 billion yuan from institutional investors, while retail investors saw a net inflow of 1.359 billion yuan [2] - Key stocks with significant capital flow included: - Huayu Mining (Code: 601020) with a net inflow of 97.347 million yuan from institutional investors [3] - Xizang Zhuofeng (Code: 600338) with a net inflow of 94.423 million yuan from institutional investors [3]

Core Viewpoint - Haomei New Materials (002988) plans to raise up to 1.897 billion yuan through a private placement to support the expansion of automotive lightweight aluminum profiles and components, R&D innovation center construction, smart upgrades of its production base in South China, and to supplement working capital [1][2]. Group 1: Fundraising and Investment Plans - The company intends to issue no more than 74.9255 million shares to raise funds not exceeding 1.897 billion yuan [1]. - A total of 232 million yuan will be allocated for the construction of an R&D innovation center focusing on automotive lightweight components, low-altitude aircraft, lightweight robotics, and high-performance cooling products [1][3]. - The company plans to invest 479 million yuan in expanding production capacity for high-performance aluminum profiles and components in East China, with a new production base in Anhui [2]. - An additional 554 million yuan will be directed towards expanding capacity in South China to meet the growing demand from customers [2]. Group 2: Business Growth and Market Position - Haomei New Materials is a leading domestic player in automotive lightweight aluminum materials, with a complete industrial chain from casting to deep processing [2]. - The company has secured over 400 automotive lightweight project designations by the end of 2024, with an additional 70 expected in the first half of 2025 [2]. - Revenue from the automotive lightweight business has grown from 168 million yuan in 2020 to 1.775 billion yuan in 2024, reflecting a compound annual growth rate of 80.29% [2]. Group 3: Strategic Expansion into New Markets - The company is actively expanding into new material and application fields centered around aluminum profiles, including low-altitude aircraft, humanoid robots, and liquid cooling systems [3]. - Aluminum and magnesium alloys are expected to have broad applications in low-altitude aircraft and humanoid robots due to their excellent strength-to-weight ratio [3]. - The construction of the R&D center is aimed at achieving core technological breakthroughs in emerging fields, enhancing the company's competitive advantage in the aluminum profile industry [3].

Core Viewpoint - The company, Haomei New Materials, plans to raise up to 1.897 billion yuan through a private placement to expand its production capacity in automotive lightweight aluminum materials and components, as well as to establish a research and development innovation center [2] Group 1: Fundraising and Investment Plans - The company intends to issue no more than 74.9255 million shares to raise funds primarily for expanding production capacity in East and South China, building a research and development center, and upgrading its production base [2] - A total of 232 million yuan will be allocated to the construction of the R&D innovation center, focusing on automotive lightweight components, low-altitude aircraft structures, robotic joints, and new liquid cooling products [2][3] Group 2: Business Growth and Market Position - The company is a leading domestic player in automotive lightweight aluminum materials, with a complete industrial chain from casting to deep processing, serving major automotive manufacturers [2][3] - The automotive lightweight business revenue has grown from 168 million yuan in 2020 to 1.775 billion yuan in 2024, with a compound annual growth rate of 80.29% [3] Group 3: Strategic Expansion into New Markets - The company plans to invest 479 million yuan in expanding production capacity for high-performance aluminum materials in East China and 554 million yuan in South China to meet increasing customer demand [3] - The strategic focus is also on emerging fields such as low-altitude aircraft, humanoid robots, and liquid cooling systems, leveraging the advantages of aluminum and magnesium alloys [3][4]

Core Viewpoint - Haomei New Materials (002988) plans to raise up to 1.897 billion yuan through a private placement of A-shares to support its expansion in automotive lightweight aluminum materials and components, as well as to enhance its R&D capabilities and production facilities [1][2] Group 1: Fundraising and Investment Plans - The company intends to issue no more than 74.9255 million shares, accounting for up to 30% of its total share capital, to raise funds primarily for capacity expansion in East and South China [1] - A total of 232 million yuan will be allocated to the construction of an R&D innovation center focusing on high-performance lightweight automotive components, low-altitude aircraft structures, robotic joints, and new liquid cooling products [1][3] - The company plans to invest 479 million yuan in expanding production capacity for high-performance aluminum materials in East China and 554 million yuan in South China to meet growing customer demand [2] Group 2: Business Growth and Market Opportunities - Haomei New Materials is a leading domestic player in automotive lightweight aluminum materials, with a comprehensive industry chain from casting to deep processing [2] - The company's revenue from automotive lightweight business has grown from 168 million yuan in 2020 to 1.775 billion yuan in 2024, with a compound annual growth rate of 80.29% [2] - The company has secured over 400 automotive lightweight project designations by the end of 2024, with an additional 70 expected in the first half of 2025 [2] Group 3: Emerging Markets and Applications - The company is expanding into new applications such as low-altitude aircraft, humanoid robots, and liquid cooling systems, leveraging the advantages of aluminum and magnesium alloys [3][4] - The low-altitude economy is projected to consume 870,000 tons of aluminum by 2024, with a market size of 23.5 billion yuan, expected to grow to 32 billion yuan by 2025 [3] - The liquid cooling server market in China is anticipated to reach 2.37 billion USD in 2024, with a growth rate of 67% compared to 2023, and a projected CAGR of 46.8% from 2024 to 2029 [3] - The humanoid robot market is expected to exceed 2.05 million units sold by 2030, with a market size of 287.03 billion yuan, potentially driving demand for aluminum and magnesium alloys [3]

Core Viewpoint - Haomei New Materials (002988) announced a plan to issue A-shares to specific investors, aiming to raise no more than 1.897 billion yuan for various projects and working capital [1][4]. Fundraising Details - The total amount to be raised is capped at 189,744.14 million yuan, which will be allocated to several projects including: - East China automotive lightweight high-performance aluminum profile and component capacity expansion project: 67,680.85 million yuan total investment, 47,852.14 million yuan from fundraising - South China automotive lightweight high-performance aluminum profile and component capacity expansion project: 63,189.74 million yuan total investment, 55,418.80 million yuan from fundraising - R&D innovation center construction project: 23,233.68 million yuan total investment, 15,726.60 million yuan from fundraising - South China production base intelligent technology transformation project: 15,483.93 million yuan total investment, 14,746.60 million yuan from fundraising - Working capital supplement: 56,000.00 million yuan from fundraising [3][4]. Issuance Structure - The issuance will target no more than 35 specific investors, including qualified institutional investors and individuals as per regulatory requirements [3][4]. - All shares will be subscribed in cash, with a par value of 1.00 yuan per share [4]. - The pricing will be based on 80% of the average stock price over the 20 trading days prior to the pricing date [4]. - The maximum number of shares to be issued will not exceed 30% of the total share capital before the issuance, amounting to 7,492.55 million shares [4]. Historical Context - Haomei New Materials was listed on the Shenzhen Stock Exchange on May 18, 2020, raising approximately 636.86 million yuan, with a net amount of 589.89 million yuan after expenses [6]. - The company has previously raised funds through convertible bonds, totaling 1.461 billion yuan across two fundraising events [6]. - The company is primarily engaged in non-ferrous metal smelting and rolling processing, with a registered capital of 25,490.84 million yuan [7].

Core Viewpoint - Greenland Holdings (002988.SZ) has announced the addition of 1,834 lawsuits involving a total amount of 6.587 billion yuan from October 21 to November 13, 2025, indicating significant legal challenges faced by the company and its subsidiaries [1][2]. Group 1: Litigation Details - From October 21 to November 13, 2025, the company and its subsidiaries were defendants in 1,695 lawsuits with a total amount of 5.467 billion yuan [1]. - The breakdown of lawsuits as defendants includes: - Construction and procurement disputes: 742 cases, amounting to 3.963 billion yuan - Real estate sales and leasing disputes: 573 cases, amounting to 0.188 billion yuan - Other disputes: 380 cases, amounting to 1.316 billion yuan [1]. Group 2: Plaintiff Litigation - During the same period, the company and its subsidiaries were plaintiffs in 139 lawsuits with a total amount of 1.12 billion yuan [2]. - The breakdown of lawsuits as plaintiffs includes: - Construction and procurement disputes: 44 cases, amounting to 0.946 billion yuan - Real estate sales and leasing disputes: 39 cases, amounting to 0.136 billion yuan - Other disputes: 56 cases, amounting to 0.038 billion yuan [2]. Group 3: Company Response and Industry Context - The company acknowledges that the real estate and infrastructure industry remains in an adjustment cycle, facing significant pressure from related lawsuits [2]. - To address these challenges, the company is prioritizing litigation resolution by forming specialized working groups, implementing leadership accountability, enhancing supervision and assessment, and improving major litigation resolution mechanisms [2]. - The company will continue to strengthen its efforts to manage these lawsuits and minimize their impact on business operations while protecting the legal rights of the company and its investors [2].

Core Viewpoint - The company, Haomei New Materials, plans to raise up to 1.897 billion yuan through a private placement to expand its production capacity for lightweight aluminum profiles and components in East and South China, enhance its R&D capabilities, and improve its operational efficiency in response to the growing demand in the automotive lightweight sector [1][2]. Group 1: Company Strategy and Expansion - The company aims to build production bases in East China to meet the local supply needs of automotive manufacturers, thereby reducing logistics costs and enhancing supply chain resilience [1][2]. - The expansion will include the development of a full-process production capability covering casting, extrusion, precision machining, and assembly, which aligns with the trend of localized supply chains in the automotive industry [1][2]. - The company is also focusing on increasing automation in precision processing to enhance product value and achieve a strategic goal of simultaneous growth in volume and price [2]. Group 2: Financial Performance and R&D Investment - For the first three quarters of 2025, the company reported total revenue of 5.582 billion yuan, a year-on-year increase of 15.40%, while net profit decreased by 16.68% to 143 million yuan [3]. - The company has increased its R&D expenditure to over 180 million yuan, reflecting a year-on-year growth of 21.28%, indicating a strong commitment to innovation in the lightweight automotive sector [3]. - The company is actively pursuing opportunities in emerging markets, including establishing a joint venture in Morocco to supply components for the European and North African markets [3].