国泰海通证券股份有限公司 关于上海安诺其集团股份有限公司 部分募集资金投资项目延期的核查意见 根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上市 规则》《上市公司募集资金监管规则》《深圳证券交易所上市公司自律监管指引 第 2 号——创业板上市公司规范运作》等有关规定，国泰海通证券股份有限公司 （以下简称"国泰海通"、"保荐人"）作为上海安诺其集团股份有限公司（以 下简称"安诺其"或"公司"）以简易程序向特定对象发行股票的保荐人，对安 诺其部分募集资金投资项目延期事项进行了核查，相关核查情况及核查意见如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于核准上海安诺其集团股份有限公司非公开 发行股票的批复》（证监许可【2017】837 号）核准，并经深圳证券交易所同意， 公司于 2017 年 11 月非公开发行人民币普通股（A 股）72,000,000 股，每股发行 价格人民币 5.82 元，募集资金总额为人民币 419,040,000.00 元，扣除与发行有关 的费用人民币 13,866,037.73 元后的实际募集资金净额为人民币 405,173,962.27 元。上述募集资金已于 ...

证券代码：300067 证券简称：安诺其 公告编号：2025-030 上海安诺其集团股份有限公司 关于公司获得政府补助的公告 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、获取补助的基本情况 二、补助的类型及其对上市公司的影响 1、补助的类型 根据《企业会计准则第 16 号—政府补助》的规定，与资产相关的政府补助，是指 企业取得的、用于购建或以其他方式形成长期资产的政府补助；与收益相关的政府补助， 是指除与资产相关的政府补助之外的政府补助。 公司本次收到的政府补助系与收益相关的政府补助，计入其他收益。 2、补助对上市公司的影响 上述政府补助预计对公司 2025 年度利润总额的影响为 120 万元。上述数据未经审 计，具体的会计处理及对公司相关财务数据的影响将以会计师事务所年度审计确认后的 结果为准，敬请广大投资者注意投资风险。 上海安诺其集团股份有限公司（以下简称"公司"）于近日收到上海市青浦区国有 资产监督管理委员会拨付的政府补助款 120 万元，占公司最近一期经审计归属于上市公 司股东净利润的 25.28%。公司本次获得的政府补助属于与收益相关的政府 ...

证券代码：300067 证券简称：安诺其 公告编号：2025-029 上海安诺其集团股份有限公司 关于公司对外担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 2025 年 7 月 18 日，上海安诺其集团股份有限公司（以下简称"公司"）全资子 公司烟台安诺其精细化工有限公司（以下简称"烟台精细"）向中国光大银行股份有限 公司烟台分行（以下简称"光大银行烟台分行"）申请最高限额为人民币 6,000 万元的 固定资产贷款，并由本公司提供担保。现将有关事项公告如下： 一、银行贷款及担保预计情况概述 公司于2025年4月23日召开第六届董事会第十七次会议通过了《关于为全资子公司 提供担保的议案》，同意全资子公司烟台精细向银行等金融机构申请总额不超过8,000 万元人民币的固定资产贷款，公司为上述贷款提供连带责任担保。担保期限根据贷款期 限确定，同时烟台精细以其自有资产为上述贷款提供抵押担保（具体需抵押资产以实际 签署的合同为准）。 在额度范围内，公司董事会不再逐笔审议议案中的各项贷款和担保业务，每笔贷款 及担保金额依据议案里的相关约定签署，最终实际贷款 ...

Group 1 - The core viewpoint of the news is that Da Yan Capital has conducted research on a listed company, Annuoqi, focusing on its computing power business and future investment plans [1] - Annuoqi's computing power business operates on a rental and sales linkage model through the Zhixing Cloud platform, serving a diverse customer base including technology companies, research institutions, universities, and individual users [1] - The computing power platform offers various GPU models, such as A100, H100, and RTX4090, with rental fees based on usage time, and has been operating stably for five years [1] Group 2 - Annuoqi has three major dye production bases in Shandong and plans to enhance its intelligent upgrades to increase market share [1] - The company currently has a digital ink production capacity of 5,000 tons, focusing on the digital printing business [1] - Future investments will be increased in both computing power and digital sectors, along with enhanced market promotion efforts [1]

Group 1: Company Overview - The company primarily operates in the fields of computing power leasing and dye production, with a focus on differentiated and automated manufacturing processes [6][8]. - The computing power leasing business utilizes a platform-based model, mainly serving technology enterprises, research institutions, and innovative individuals [3][5]. Group 2: Computing Power Leasing Business - The main GPU models available for leasing include A100, H100, and RTX4090, with rental options based on hourly, daily, or monthly rates [4]. - The company has established a stable brand presence through its "Zhixing Cloud" platform, which has been operational for five years, reducing the risk of client default [5]. Group 3: Dye Production and Future Plans - The company has three major production bases in Shandong for dye products, focusing on differentiated and large-scale development in the fine chemical sector [6]. - Future capital investments will primarily target the AI computing power and digital printing sectors, aiming for significant breakthroughs in these areas [8]. Group 4: Digital Ink Production - The company has a digital ink production capacity of 5,000 tons, primarily used in textile printing, and is expanding into AI digital printing [7].

Group 1: Company Overview - The company operates the "Shanghu AI Manufacturing" platform, which is a one-stop AI customization and flexible production platform, leveraging self-developed portable digital direct printing machines and generative AI design systems to promote AI empowerment in physical manufacturing and achieve industrial upgrades [2]. - The Catimind platform, based on the cloud ComfyUI architecture, simplifies professional processes such as image generation, video editing, and 3D modeling into "one-click start" templates, requiring no coding background, and offers private deployment and API interfaces to assist industries like education, film, gaming, and advertising in reducing costs and increasing efficiency [2]. Group 2: Business Operations - The computing power leasing business primarily adopts a platform-based and market-oriented operational model, with the Zhixing Cloud platform having operated stably for 5 years, establishing a certain brand effect; the main downstream customers are research institutions, technology companies, and universities, with future marketing efforts aimed at increasing the customer base [3]. - The company's overseas business currently accounts for a small proportion, with plans to expand internationally based on market conditions in the future [3]. - Ongoing projects in the dye business are progressing as planned, particularly in dye intermediates, which will enhance cost control and improve market competitiveness upon completion [3]. Group 3: Future Strategy - The company aims to strengthen its industrial foundation by continuously developing mid-to-high-end dye and chemical products to consolidate its market leadership; it will deepen computing power empowerment and increase investment in computing power [3]. - The company plans to expand AIGC application scenarios centered around platforms like "Zhixing Cloud," "Catimind," and "Shanghu AI Manufacturing," while continuously achieving breakthroughs and developments in AIGC applications [3]. Group 4: Disclosure Information - The investor relations activity did not involve any undisclosed significant information [3].

Market Overview - The Shanghai Composite Index rose by 0.32% on July 4, with 13 out of the 28 sectors experiencing gains, led by the banking and media sectors, which increased by 1.84% and 0.91% respectively [1] - The sectors that saw the largest declines were beauty care and non-ferrous metals, with decreases of 1.87% and 1.60% respectively [1] - The basic chemical industry ranked third in terms of decline today [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.74 billion yuan, with 8 sectors experiencing net inflows [1] - The computer industry had the largest net inflow of capital, totaling 2.81 billion yuan, despite a slight decline of 0.05% in its stock price [1] - The banking sector also saw a net inflow of 758 million yuan, with a daily increase of 1.84% [1] Basic Chemical Industry Performance - The basic chemical industry fell by 1.22%, with a total net outflow of 2.174 billion yuan [2] - Out of 401 stocks in this sector, 41 stocks rose, and 354 stocks fell, with 4 stocks hitting the daily limit down [2] - The top three stocks with the highest net inflow in the basic chemical sector were Huafeng Super Fiber (1.62 billion yuan), Dongcai Technology (1.39 billion yuan), and Limin Co., Ltd. (1.24 billion yuan) [2] Basic Chemical Industry Capital Inflow and Outflow - The top stocks with capital inflow included: - Huafeng Super Fiber: +1.83%, 16.59% turnover, 161.85 million yuan inflow - Dongcai Technology: +10.01%, 11.12% turnover, 138.64 million yuan inflow - Limin Co., Ltd.: +5.83%, 22.57% turnover, 124.30 million yuan inflow [2][3] - The top stocks with capital outflow included: - Dazhongnan: +2.55%, 38.91% turnover, -195.83 million yuan outflow - Wanhua Chemical: -0.86%, 0.72% turnover, -137.99 million yuan outflow - Yanhai Co., Ltd.: -2.43%, 0.88% turnover, -98.39 million yuan outflow [3]

Group 1: Shareholding Changes - The controlling shareholder and actual controller of Anuoqi, Ji Lijun, has a consistent action partner, Zhang Liyin, who plans to reduce his shareholding by up to 23,087,490 shares, accounting for 2% of the total share capital, within three months after 15 trading days from the announcement date [1] - Zhang Liyin holds 51,394,637 shares, representing 4.45% of the total share capital, and intends to reduce his holdings through both centralized bidding and block trading [1] - Company supervisor Zheng Qiang, holding 880,004 shares (0.08% of total share capital), plans to reduce his holdings by no more than 100,000 shares (0.01% of total share capital) [1] Group 2: Financial Performance - Anuoqi has experienced a decline in net profit for five consecutive years, with year-on-year decreases of 27.98%, 9.80%, 69.88%, 73.96%, and 158.26% from 2020 to 2024 [2] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be -13,864,268.92 yuan in 2023 and -2,482,721.09 yuan in 2024 [3] - In 2024, the operating revenue is expected to be 973,451,024.19 yuan, a 20.32% increase from 2023, while the net profit attributable to shareholders is forecasted to be -4,746,004.10 yuan, reflecting a 158.26% decrease from 2023 [4]

Key Points - The stock of Renle will be delisted on July 4, 2025 [1] - Hualing Steel has been acquired by Xintai Life Insurance with a shareholding ratio of 5% [1] - Vanke A has applied for a loan of up to 6.249 billion yuan from Shenzhen Metro Group [1] - ST Yazhen has completed stock trading verification and will resume trading tomorrow [1] - Aerospace Chuangxin has regained procurement qualifications for military material engineering services [1] - Shangwei New Materials' controlling shareholder is planning a major event, and the stock will remain suspended [1] - Changling Hydraulic's actual controller is planning a change of control, and the stock will be suspended from tomorrow [1] - China Merchants Bank has been approved to establish China Merchants Financial Asset Investment Co., with a registered capital of 15 billion yuan [1] - Liugang Co. has experienced a potential irrational speculation risk with its stock [1] Operating Performance - Brothers Technology expects a net profit increase of 325% to 431.25% year-on-year for the first half of the year [1] - Huayin Power anticipates a net profit increase of 175 million to 215 million yuan year-on-year for the first half [1] - Xutian Salt Industry expects a net profit decrease of 76.34% to 80.29% year-on-year for the first half [1] - Juguang Technology expects a net loss of 42 million to 54 million yuan for the first half [1] - Beibu Gulf Port reported a cargo throughput of 31.1158 million tons in June, a year-on-year increase of 2.56% [1] - China Nuclear Power generated 115.104 billion kWh of electricity in the first half, a year-on-year increase of 15.92% [1] - Changyuan Power completed a power generation of 16.715 billion kWh in the first half, a year-on-year decrease of 8.3% [1] - Poly Developments signed contracts worth 29.011 billion yuan in June, a year-on-year decrease of 30.95% [1] Shareholding Changes - Jingye Da's actual controller plans to reduce holdings by no more than 3% [1] - Deyi Cultural Creation's actual controller Wu Tifang plans to reduce holdings by no more than 3% [1] - Caifu Trend's actual controller and chairman plan to reduce holdings by no more than 3% [1] - Annuo Qi's actual controller plans to reduce holdings by no more than 2% [1] - Suotong Development's actual controller and concerted actors plan to reduce holdings by no more than 2.21% [1] - Dingsheng Co.'s controlling shareholder plans to reduce holdings by no more than 1.71% [1] - Weitang Industrial's controlling shareholder plans to reduce holdings by no more than 1.95% [1] - Jinlong Automobile's Fujian Investment Group plans to reduce holdings by no more than 1% [1] - Wanye Enterprises' Guosheng Capital plans to reduce holdings by no more than 0.2% [1] - Zhonggang Luonai's Guoxin Shuangbai No.1 plans to reduce holdings by no more than 0.5% [1] - Funeng Technology's Shenzhen Anyan Investment plans to reduce holdings by no more than 1% [1] - Ankang Technology's Shenzhen High-tech Investment plans to reduce holdings by no more than 3% [1] - Donglai Technology plans to reduce no more than 1.2048 million repurchased shares [1] - Qujiang Cultural Tourism's controlling shareholder's 12 million shares are set to be auctioned [1] - Hesheng Silicon Industry's controlling shareholder plans to exchange no more than 1% of shares for ETF shares [1] Contract Awards - Boshi Co. signed an outsourcing service contract worth 109 million yuan with Guangxi Petrochemical [1] - Zhongyou Engineering's subsidiary signed a contract worth 294 million USD for the Atavi GMP pipeline project with Total Energy [1] - China Electric Power Construction's subsidiary signed a mining transportation project contract worth approximately 5.063 billion yuan [1] Other Developments - Xingxin New Materials plans to invest in a project with an annual output of 153,000 tons of polyolefin amine series products [4] - Haishun New Materials plans to acquire Sirewen Company to expand the application of electronic film materials in the semiconductor field [4] - Wankai New Materials is undergoing production reduction and maintenance, which is expected to significantly impact overall operating performance [4] - Donghu High-tech is participating in the establishment of the Donggao Frontier Phase II Fund to improve the development model of the park operation sector [4] - Jiete Biological plans to participate in the establishment of an industrial fund primarily investing in early and mid-stage biopharmaceutical projects [4] Asset Sales - Nord Shares plans to sell 70% equity of its wholly-owned subsidiary Jiangsu Lianxin for 70 million yuan [5]

Group 1 - The controlling shareholder and actual controller of Anuoqi, Ji Lijun, has a concerted action partner, Zhang Liyin, who plans to reduce holdings by up to 23.0875 million shares, accounting for 2% of the company's total share capital, within three months after the announcement date [1] - Supervisor Zheng Qiang plans to reduce holdings by up to 100,000 shares, representing 0.01% of the total share capital [1] - The reason for the reduction in holdings is due to the shareholders' need for funds [1]