智通财经APP讯，阳谷华泰(300121.SZ)发布公告，公司拟通过发行股份及支付现金方式购买波米科技有 限公司(简称"标的公司")99.64%股权，同时拟向不超过35名特定对象发行股份募集配套资金。公司于 2025年9月30日收到深圳证券交易所(简称"深交所")的通知，因公司本次重组申请文件中记载的财务资 料已过有效期，需要补充提交，按照《深圳证券交易所上市公司重大资产重组审核规则》的规定，深交 所对公司本次重组中止审核。 ...

智通财经APP讯，阳谷华泰(300121.SZ)发布公告，公司拟通过发行股份及支付现金方式购买波米科技有 限公司(简称"标的公司")99.64%股权，同时拟向不超过35名特定对象发行股份募集配套资金。公司于 2025年9月30日收到深圳证券交易所(简称"深交所")的通知，因公司本次重组申请文件中记载的财务资 料已过有效期，需要补充提交，按照《深圳证券交易所上市公司重大资产重组审核规则》的规定，深交 所对公司本次重组中止审核。 ...

| 证券代码：300121 | 证券简称：阳谷华泰 | 公告编号：2025-122 | | --- | --- | --- | | 债券代码：123211 | 债券简称：阳谷转债 | | 山东阳谷华泰化工股份有限公司 关于收到深圳证券交易所中止审核公司发行股份及支付现金 购买资产并募集配套资金暨关联交易通知的公告 1 得前述审核通过或注册，以及最终获得相关审核通过或注册的时间均存在不确定性， 敬请广大投资者关注公司后续公告并注意投资风险。公司将根据本次交易事项的进 展情况及时履行信息披露义务。 公司于 2025 年 9 月 30 日收到深圳证券交易所（以下简称"深交所"）的通知， 因公司本次重组申请文件中记载的财务资料已过有效期，需要补充提交，按照《深 圳证券交易所上市公司重大资产重组审核规则》的规定，深交所对公司本次重组中 止审核。 一、中止审核原因 公司本次重组申请文件中审计报告财务数据基准日为 2024 年 12 月 31 日。由 于本次重大资产重组申请文件中记载的财务资料已过有效期，需要补充提交，深交 所按照《深圳证券交易所上市公司重大资产重组审核规则》等相关规定对公司本次 重大资产重组中止审核。 二 ...

Core Insights - The A-share merger and acquisition (M&A) market has seen a significant revival since the implementation of the "Six Merger Guidelines" a year ago, with 191 major restructuring events disclosed, surpassing the total from the previous two years [3][6] - The total transaction value of 93 disclosed restructuring events reached 729.29 billion yuan, indicating a notable rebound compared to previous years [3][6] - The M&A activities are primarily driven by industry consolidation, with a focus on sectors like semiconductors and artificial intelligence, reflecting a shift towards new productive forces [3][7] M&A Market Activity - A total of 191 major restructuring events were disclosed since September 24, 2022, with 158 remaining after excluding transfer transactions [3][6] - Strategic cooperation and vertical/horizontal integration accounted for over 60% of the M&A activities, with 100 out of 158 transactions falling into these categories [6] - The highest transaction value was recorded in the merger of Haiguang Information and Zhongke Shuguang, amounting to 115.97 billion yuan [6][7] Sector Focus - The M&A market is increasingly oriented towards technology and innovation, with 54 companies in the computer, communication, and electronic equipment manufacturing sectors involved, representing 23% of the total [7] - Notable activity in the semiconductor sector includes over 10 companies announcing significant M&A or equity investment plans in August alone [7][8] - The trend of acquiring IPO-bound assets is rising, with several tech companies being targeted for acquisition, indicating a strong demand for quality assets [8] Regulatory Environment - The efficiency of M&A review processes has improved significantly, with 73 transactions accepted and 30 registered during the "Six Merger Guidelines" period, surpassing previous averages [10][11] - The revised "Major Asset Restructuring Management Measures" has simplified the review process, encouraging participation from private equity funds [11][12] - The introduction of diverse payment methods, including convertible bonds and M&A loans, has enhanced transaction flexibility and reduced cost pressures for companies [12]

Group 1 - The rubber sector experienced a rise of 1.53% on September 30, with Tongcheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] - Key stocks in the rubber sector showed significant price increases, with Tongcheng New Materials rising by 4.69% to a closing price of 44.19 [1] Group 2 - The rubber sector saw a net inflow of main funds amounting to 88.47 million yuan, while retail investors experienced a net outflow of 131 million yuan [3] - The table of fund flows indicates that retail investors withdrew funds, contrasting with the inflow from institutional and speculative investors [3]

证券日报网讯阳谷华泰9月29日在互动平台回答投资者提问时表示，截至2025年9月19日，公司股东人数 31，868户。 （文章来源：证券日报） ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问盛合经微是不是贵司收购的波米科技的客户？波 米科技为盛合经微提供什么产品？ 阳谷华泰（300121.SZ）9月29日在投资者互动平台表示，盛合晶微是波米科技客户之一。 ...

Core Insights - Yanggu County is actively promoting innovation-driven development strategies, focusing on key technology breakthroughs, nurturing innovative enterprises, optimizing technology finance services, and attracting high-level talent [3][4]. Group 1: Technology Projects and Funding - Yanggu County has approved 8 provincial and municipal technology projects this year, with two companies, Dehai Youli and Hengchang Cable, receiving 17.85 million yuan for major technological innovation projects [3]. - The county is guiding companies like Fengxiang Co. and Nongxin Seed Industry to apply for the 2025 provincial key R&D plan, with both projects currently in the public listing stage [3]. Group 2: Enterprise Development and Support - As of now, Yanggu County has 72 national high-tech enterprises, with 40 more applying for high-tech status this year [4]. - The county has initiated the evaluation of technology-based small and medium-sized enterprises, with 95 companies currently in the database [4]. - 29 enterprises received a total of 2.02 million yuan in provincial and municipal high-tech enterprise subsidies this year, enhancing the motivation for companies to apply for high-tech status [4]. Group 3: Financial Services and Policy Promotion - Yanggu County has assisted 10 companies, including Dongda Plastic and Zhixin New Materials, in securing 48 million yuan in technology achievement transformation loans this year [4]. - Four companies received 189,000 yuan in provincial and municipal financial interest subsidies [4]. Group 4: Talent Acquisition and Collaboration - The county is actively recruiting high-level talent, with applications submitted for the "Ten Thousand Talents Program" and the National HJ Program [5]. - Yanggu County has facilitated the introduction of a German PhD expert to Jin Cailun Co., which is expected to yield 2 million yuan in provincial rewards [5]. - The county is promoting deep integration of industry, academia, and research, establishing mechanisms for collaboration with institutions like Liaocheng University and the Chinese Academy of Sciences [5].

Company Overview - Yanggu Huatai Chemical Co., Ltd. is located at 399 Qinghe West Road, Yanggu County, Shandong Province, established on March 23, 2000, and listed on September 17, 2010. The company specializes in the production, research, and sales of rubber additives [1][2]. Financial Performance - For the first half of 2025, Yanggu Huatai achieved operating revenue of 1.722 billion yuan, representing a year-on-year growth of 2.09%. However, the net profit attributable to shareholders decreased by 8.43% to 127 million yuan [2]. - The company has cumulatively distributed 941 million yuan in dividends since its A-share listing, with 296 million yuan distributed over the past three years [3]. Stock Performance - As of September 23, Yanggu Huatai's stock price increased by 2.02% to 16.20 yuan per share, with a total market capitalization of 7.271 billion yuan. The stock has risen by 36.32% year-to-date [1]. - The stock has seen a net inflow of 3.7894 million yuan from main funds, with significant buying activity in large orders [1]. Shareholder Information - As of September 10, the number of shareholders for Yanggu Huatai was 30,800, a decrease of 16.47% from the previous period. The average number of circulating shares per shareholder increased by 19.72% to 14,077 shares [2]. Business Segmentation - The company's main business revenue composition includes high-performance rubber additives at 56.52%, multifunctional rubber additives at 43.04%, and other products at 0.44% [1]. Industry Classification - Yanggu Huatai is classified under the basic chemical industry, specifically in rubber additives, and is associated with concepts such as semiconductor, new materials, and mergers and acquisitions [2].

Market Overview - On September 18, the rubber sector increased by 0.88%, led by Sanwei Equipment, while the Shanghai Composite Index closed at 3831.66, down 1.15% [1] - The Shenzhen Component Index closed at 13075.66, down 1.06% [1] Key Performers in Rubber Sector - Yiwai Equipment (831834) closed at 26.00, up 30.00% with a trading volume of 141,700 shares and a transaction value of 332 million [1] - Kexin New Source (300731) closed at 49.72, up 9.39% with a trading volume of 228,800 shares and a transaction value of 1.122 billion [1] - Sanwei Co. (603033) closed at 13.22, up 6.27% with a trading volume of 299,200 shares and a transaction value of 392 million [1] - Zhenan Technology (300767) closed at 23.70, up 5.52% with a trading volume of 316,300 shares and a transaction value of 754 million [1] Fund Flow Analysis - The rubber sector saw a net inflow of 39.38 million from main funds, while retail investors experienced a net outflow of 116 million [2] - Speculative funds had a net inflow of 76.45 million [2] Individual Stock Fund Flow - Zhenan Technology (300767) had a main fund net inflow of 68.72 million, with a retail net outflow of 64.88 million [3] - Kexin New Source (300731) had a main fund net inflow of 60.62 million, with a retail net outflow of 21.22 million [3] - Sanwei Co. (603033) had a main fund net inflow of 9.68 million, with a retail net outflow of 11.59 million [3]