辽宁奥克化学股份有限公司 关于参股公司申请公开发行股票并在北京证券 交易所上市获得受理的公告 证券代码：300082 证券简称：奥克股份 公告编号：2025-035 公司参股公司吉和昌为全国中小企业股份转让系统挂牌企业，证券简称：吉和 昌，证券代码：874693。截至本公告披露日，公司持有吉和昌 31,428,000 股股份， 持股比例 37.71%。近日，吉和昌向北交所报送了向不特定合格投资者公开发行股票 并在北交所上市的申报材料，北交所已正式受理。具体内容详见吉和昌于 2025 年 6 月 30 日在全国中小企业股份转让系统（http://www.neeq.com.cn）披露的相关公告。 二、风险提示 吉和昌向不特定合格投资者公开发行股票并在北交所上市事项，尚需履行北交 所审核和中国证券监督管理委员会注册等相关程序，存在无法通过北交所审核或中 国证券监督管理委员会注册的风险。吉和昌存在因公开发行失败而无法上市的风险。 公司将根据相关事项进展情况，并严格按照法律法规的规定和要求，及时履行信 息披露义务，敬请广大投资者注意投资风险。 特此公告。 辽宁奥克化学股份有限公司 关于参股公司申请公开发行股票并在北京证 ...

Core Viewpoint - The company has confirmed that it is not currently involved in any stablecoin-related business and continues to rely on traditional methods such as wire transfers and letters of credit for its export business [1] Group 1 - The company stated on June 18 that it does not engage in stablecoin-related activities [1] - The primary settlement methods for the company's export business remain wire transfers and letters of credit [1]

Investment Rating - The report maintains a recommendation for the chemical industry, particularly focusing on new materials, indicating a positive outlook for investment opportunities in this sector [1]. Core Insights - The report highlights a recovery in prices for chemical products, driven by a recent easing of tariffs in the US-China trade war, which has led to increased foreign trade inquiries and shipping prices [8]. - The chemical industry is currently experiencing a dual bottom in profitability and valuation, with a projected ROE-PB of 6.19% and 1.77 for 2024, and a recovery to 7.55% and 1.85 in Q1 2025 [8]. - The report emphasizes the importance of domestic production capabilities in new materials, particularly in light of the ongoing trade tensions and the need for self-sufficiency [9]. - The new materials sector has shown strong performance, outpacing the broader market indices, with a weekly change of 1.98% compared to a decline in major indices [10]. Industry Updates - The report notes that the new materials sector is expected to benefit from a shift towards domestic production and the reduction of import dependencies, particularly in critical areas [9]. - The report identifies specific new materials with high growth potential, including ETO, nucleating agents, aramid paper, PI films, industrial coatings, and ion exchange resins [9]. - The report also mentions the investigation into DuPont China by the National Market Supervision Administration, which could create opportunities for domestic companies in the same sector [11]. Trading Data - The Huachuang Chemical Industry Index stands at 75.23, reflecting a decrease of 1.08% week-on-week and a year-on-year decline of 24.76% [18]. - The report provides detailed statistics on price changes for various materials, indicating a mixed performance with some materials like SAF Europe FOB prices increasing by 3.00% while high-purity hydrogen saw a decrease of 10.00% [19][22]. New Materials Subsector Tracking - The report tracks various subsectors within new materials, including advancements in battery safety standards, which are set to be enforced in 2026, potentially impacting the materials used in electric vehicle batteries [12]. - The report highlights the growth in the smartphone market, with a 3.3% year-on-year increase in shipments, benefiting the consumer electronics materials sector [13]. - The report discusses funding initiatives in Shenzhen aimed at supporting AI terminal technology, which may influence the materials used in smart devices [14].

Transaction Overview - The company plans to sell up to 4.5 million shares of Liaoning Aoke Chemical Co., Ltd. to maximize shareholder value and optimize asset structure [1][2] - The board of directors has authorized the management to determine the timing, method, quantity, and price of the sale within a 12-month period [1][6] Target Asset Information - The target asset is the company's holding in Aoke shares, which is clear of any encumbrances or legal disputes [2][3] - As of March 31, 2025, the company holds 32,267,200 shares of Aoke, representing 4.74% of its total share capital [6] Financial Data of Aoke - As of December 31, 2024, Aoke's total assets were approximately 5.73 billion yuan, with net assets of about 2.76 billion yuan [5] - For the first quarter of 2025, Aoke reported a revenue of approximately 943 million yuan and a net profit attributable to shareholders of about -3.28 million yuan [5] Purpose and Impact of the Sale - The sale aims to enhance asset operational efficiency and promote sustainable development while maximizing shareholder value [6] - The actual impact on the company's financials will depend on the number of shares sold and the sale price, with accounting treatment to follow relevant standards [6]

Core Viewpoint - The company plans to sell up to 4.5 million shares of Liaoning Aoke Chemical Co., Ltd. to maximize shareholder value and optimize asset structure [1] Group 1: Company Actions - The board of directors approved the proposal for the stock asset sale on June 12, 2025 [1] - The management and authorized personnel are empowered to handle the share sale within a 12-month authorization period [1] - The number of shares to be sold may change if Aoke shares undergo stock dividends or capital reserve increases [1] Group 2: Financial Implications - The transaction method and price will be determined based on the secondary market price trends [1] - The transaction amount and potential profits from the sale are currently undetermined [1]

Core Viewpoint - Aoke Co., Ltd. collaborates with Shutai Shen to provide pharmaceutical excipient polyethylene glycol products [1] Group 1 - Aoke Co., Ltd. stated on its interactive platform that Shutai Shen (Beijing) Biopharmaceutical Co., Ltd. is a downstream customer of its subsidiary Aoke Pharmaceutical [1] - Shutai Shen primarily purchases polyethylene glycol products from Aoke Pharmaceutical [1]

辽宁奥克化学股份有限公司 关于控股股东部分股份解除质押及质押的公告 证券代码：300082 证券简称：奥克股份 公告编号：2025-034 辽宁奥克化学股份有限公司 关于控股股东部分股份解除质押及质押的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 公司近日接到控股股东奥克控股集团股份公司（以下简称"奥克集团"）通 知，获悉奥克集团将所持有的公司部分股份办理了解除质押后，办理了质押。本 次股份解除质押28,000,000股，同时质押28,000,000股，本次解质押及质押变动 完成后，奥克集团累计质押的股份数量以及占其持有公司股份的比例与前次相比 未发生变化。截至本公告披露日，奥克集团累计质押数量为75,024,092股，占其 持股数量的20.86%，占公司总股本的11.03%。具体事项如下： 一、股东股份解除质押与质押的基本情况 | 股东名称 | | 是否为第一 | 本次解除质押 | 本次解除 | 占公司 | 质押开始 | 解除质押 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | ...

辽宁奥克化学股份有限公司 关于控股股东部分股份解除质押的公告 证券代码：300082 证券简称：奥克股份 公告编号：2025-033 辽宁奥克化学股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 辽宁奥克化学股份有限公司（以下简称"公司"）控股股东奥克控股集团股 份公司（以下简称"奥克集团"）持有公司股份359,698,573股，占公司总股本 的52.89%。公司近日接到奥克集团通知，获悉奥克集团将所持有的公司部分股 份办理了解除质押，本次股份解除质押3,338.00万股。截至本公告披露日，奥克 集团累计质押数量为75,024,092股，占其持股数量的20.86%，占公司总股本的 11.03%。具体事项如下： | 股东名称 | | 是否为第 一大股东 | 本次解除质 押股数 | 本次解除 质押占其 | 占公司 总股本 | 质押开始 | 解除质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 及一致行 | | | | 日期 | ...

辽宁奥克化学股份有限公司 关于控股股东部分股份质押的公告 证券代码：300082 证券简称：奥克股份 公告编号：2025-032 辽宁奥克化学股份有限公司 关于控股股东部分股份质押的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示：辽宁奥克化学股份有限公司（以下简称"公司"）控股股东 奥克控股集团股份公司（以下简称"奥克集团"）持有公司股份359,698,573股， 占公司总股本的52.89%。本次股份质押28,000,000股后，奥克集团累计质押数量 为108,404,092股，占其持股数量的30.14%，占公司总股本的15.94%。 公司于2025年5月22日接到控股股东奥克集团通知，获悉奥克集团将其所持 有的公司部分股份办理了质押手续，具体事项如下： 本次质押股份不涉及被用作重大资产重组业绩补偿等事项担保或其他保障 用途的情形。 二、股东股份累计质押情况 截至公告披露日，控股股东奥克集团所持股份质押情况如下： 1 股东名 称 是否为控 股股东或 第一大股 东及一致 行动人 本次质押股 数（股） 占其所 持股份 比例 占公司 总股本 比例 是 ...

北京德恒律师事务所 关于辽宁奥克化学股份有限公司 2024 年年度股东大会的 法律意见 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 北京德恒律师事务所 关于辽宁奥克化学股份有限公司 2024 年年度股东大会的法律意见 北京德恒律师事务所 关于辽宁奥克化学有限公司 2024 年年度股东大会的 法律意见 德恒 01G20240701 号 致：辽宁奥克化学股份有限公司 辽宁奥克化学股份有限公司（以下简称"公司"）2024 年年度股东大会（以 下简称"本次会议"）于 2025 年 5 月 20 日（星期二）召开。北京德恒律师事务 所接受公司委托，指派李哲律师、王冰律师（以下简称"德恒律师"）出席本次 会议。根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以 下简称"《股东会规则》"）、《辽宁奥克化学股份有限公司章程》（以下简称 "《公司章程》"）的规定，德恒律师就本次会议的召集、召开程序、现场出席 会议人员资格、表决程序等相关事项进行见证 ...