证券代码：300169 证券简称：天晟新材 公告编号：2025-036 常州天晟新材料集团股份有限公司 关于大股东股份解除质押及重新质押的公告 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。 特别风险提示： 常州天晟新材料集团股份有限公司（以下简称"公司""天晟新材"）第一 大股东、董事长吴海宙先生累计质押股份数量占其所持公司股份数量比例超过 80%，请投资者注意相关风险。 公司近日接到第一大股东吴海宙先生的通知并通过中国证券登记结算有限 责任公司系统查询，获悉吴海宙先生所持有本公司的股份办理了解除质押业务及 重新质押业务，具体事项如下： 一、股东股份解除质押及质押的基本情况 | 股东名 称 | 是否为控股 股东或第一 | 本次解除质 押股份数量 | 占其所持 股份比例 | 占公司总 股本比例 | 起始日 | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 一致行动人 | （股） | （%） | （%） | | | | | | | ...

Group 1 - The multi-financial and stablecoin concept stocks experienced a collective decline, with Tian Sheng New Materials falling over 10% [1] - Other companies such as Chutianlong, Aijian Group, Hongye Futures, Annie Co., Cuiwei Co., and Guosheng Jinkong saw declines exceeding 5% [1]

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

Core Viewpoint - The company Tian Sheng New Materials (300169) has signed a share transfer agreement to sell 100% of the equity of Xingyue Capital for 2.8 million RMB, which will result in the company no longer engaging in securities-related business [1] Group 1 - Tian Sheng New Materials' wholly-owned subsidiary Tian Sheng Hong Kong will transfer 100% of Xingyue Capital's equity, with a transfer price of 2.8 million RMB [1] - The main asset of Xingyue Capital is its 100% ownership of Tian Sheng Securities [1] - Following the transaction, Xingyue Capital and Tian Sheng Securities will be excluded from the company's consolidated financial statements [1] Group 2 - As of April 30, 2025, the book value of shareholders' equity for Xingyue Capital is 2.5541 million RMB, with an assessed value of 2.8 million RMB, indicating an increase in value of 245,900 RMB and a valuation increase rate of 9.63% [1] - The transaction is expected to increase the company's equity disposal income by 245,900 RMB at the consolidated financial statement level [1]

Core Viewpoint - Tian Sheng New Materials announced the sale of 100% equity in Xingyue Capital, marking its exit from the securities-related business [1] Group 1: Transaction Details - Tian Sheng New Materials' wholly-owned subsidiary, Tian Sheng Hong Kong, signed a share purchase agreement to transfer 100% equity of Xingyue Capital for 2.8 million RMB [1] - The main asset of Xingyue Capital is its 100% ownership of Tian Sheng Securities [1] Group 2: Business Implications - Following the completion of this transaction, Tian Sheng New Materials will no longer hold any direct or indirect equity in Xingyue Capital and its subsidiary, Tian Sheng Securities [1] - The company will cease all operations related to the securities business [1]

公司全资子公司天晟香港近日与李楠、曹征、王继杨签署了《股份买卖协议》， 转让公司二级全资子公司兴岳资本 100%的股权，转让价格为 280 万元人民币。 兴岳资本的主要资产为其持有的天晟证券 100%的股权。本次交易完成后，公司 不再直接或间接持有兴岳资本及其下属子公司天晟证券股权，兴岳资本及天晟证 券将不再纳入公司合并报表范围，公司将不再从事证券相关业务。 一、交易概述 1、2025 年 6 月 3 日，常州天晟新材料集团股份有限公司（以下简称"天晟新 材"、"公司"）下属全资子公司天晟新材料（香港）有限公司（以下简称"天晟香 港"）与李楠、王继杨、曹征签署了《关于兴岳资本有限公司之股权收购框架协 议》。具体内容详见公司 2025 年 6 月 3 日披露的《关于终止股权转让框架协议 及重新签署框架协议的提示性公告》（公告编号：2025-034）。 证券代码：300169 证券简称：天晟新材 公告编号：2025-035 常州天晟新材料集团股份有限公司 关于出售子公司全部股权的公告 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。 特别提示： 2025 年 6 月 ...

Group 1 - The chemical sector experienced a significant rally, with Youfu Co., Ltd. (002427) hitting the daily limit up [1] - Suzhou Longjie (603332) saw an increase of over 5% [1] - Other companies such as Saitex New Materials, Tiansheng New Materials (300169), and Satellite Chemical (002648) also reported notable gains [1] Group 2 - There is a noticeable influx of dark pool funds into these stocks [1]

Core Viewpoint - The sound barrier industry in China is experiencing significant growth driven by urbanization, increased demand in transportation and construction sectors, and heightened public awareness of environmental issues. The production and demand for sound barriers are expected to rise steadily, with market size projected to reach 115.36 billion yuan by 2025 [1][5]. Industry Definition and Classification - Sound barriers are measures used to block direct sound between a source and a receiving point. They can be classified based on usage (traffic, equipment noise reduction, industrial), material (metal, concrete, PC, fiberglass), and purpose (railway, highway, urban landscape, residential noise reduction) [2][3]. Industry Development Status - The development of sound barriers in China began in the 1970s. The industry faces challenges due to high customization requirements and varying specifications. The production is expected to grow from 4,828 million square meters in 2024 to 5,358 million square meters in 2025, with demand following a similar upward trend [3][5]. Market Size and Growth - The market size for sound barriers in China is projected to reach 105.23 billion yuan in 2024, with significant contributions from the transportation sector (75.4 billion yuan) and industrial production (16.48 billion yuan). By 2025, the market size is expected to grow to 115.36 billion yuan [5][18]. Industry Chain - The sound barrier industry chain includes upstream raw material supply (metal materials, PC boards, glass), midstream product manufacturing, and downstream application in construction, industrial production, and urban transportation. The collaboration across these segments is crucial for industry growth [7][18]. Competitive Landscape - The sound barrier market in China is characterized by a large number of manufacturers with relatively weak overall strength. Key players include state-owned enterprises, private companies, and foreign firms, with notable participants such as Hengxiang Technology, Tibet Zhongchi Group, and Changzhou Tiansheng New Materials [9][12]. Key Companies - **Tiansheng New Materials**: Focuses on high polymer material processing, with significant patents in sound barrier products. The company reported a revenue of 531.2 million yuan in 2024 [12][13]. - **Hengxiang Technology**: Provides integrated solutions for traffic noise control and has a diverse product range including sound barriers and engineering rubber products [15][18]. Industry Development Trends - The sound barrier industry is expected to benefit from China's stable economic growth, accelerated urbanization, and advancements in technology and materials. Environmental sustainability will also play a crucial role in shaping the market [18][20].

关于终止股权转让框架协议 及重新签署框架协议的提示性公告 证券代码：300169 证券简称：天晟新材 公告编号：2025-034 常州天晟新材料集团股份有限公司 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。 特别提示： 1、公司全资子公司天晟香港于 2023 年 12 月与 Unisense Limited 签署了《股 权转让框架协议》，双方未就股权转让事项达成确定合作，经协商，双方同意签 署《终止协议》。 2、公司全资子公司天晟香港于 2025 年 6 月 3 日与李楠、王继杨、曹征签 署了《股权收购框架协议》，拟转让公司二级全资子公司兴岳资本有限公司 100% 股权，双方就本次交易达成初步意向，交易对价等具体事项尚需各方协商确定， 并以最终签署的相关协议为准。兴岳资本有限公司的主要资产为其持有的天晟证 券有限公司 100%的股权，天晟证券主要业务为境外债券承销，其营收规模及利 润均不对公司构成重要影响。本次交易完成后，将会导致公司合并报表范围发生 变化，即公司不再直接或间接持有兴岳资本及其下属子公司天晟证券股权，兴岳 资本及天晟证券将不再纳入公司合并报表 ...

Market Performance - The ChiNext Index rose by 1.37%, closing at 2012.55 points, with a total trading volume of 336.645 billion yuan, an increase of 64.438 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1190 stocks closed higher, with 35 stocks rising over 10%, including Tian Sheng New Materials, Rui Zhi Medicine, and Best Beauty, which all hit the daily limit [1] - The average turnover rate for the ChiNext today was 3.78%, with 41 stocks having a turnover rate exceeding 20% [1] Turnover Rate Analysis - The highest turnover rate was recorded by Xiong Di Technology at 42.90%, closing at 22.08 yuan, with a trading volume of 1.191 billion yuan [4] - Other notable stocks with high turnover rates included Xin Tian Di at 42.35% and Xin Bang Intelligent at 42.03% [4] - In terms of market performance, 28 of the high turnover stocks rose today, while Li He Xing, Zhong Qi Co., and Hong Gong Technology saw declines of 8.59%, 6.85%, and 5.26% respectively [1] Institutional Activity - Among the high turnover stocks, 9 were listed on the Dragon and Tiger List, with 8 stocks showing institutional presence [2] - Four Fang Jing Chuang had one institutional seat with a net purchase of 36.1715 million yuan, while Jiu Sheng Electric had a net purchase of 33.1485 million yuan [2] - The top net purchases by brokerage firms were led by Xiong Di Technology, Xin Guo Du, and Si Fang Jing Chuang, with net purchases of 142 million yuan, 81.6745 million yuan, and 32.7007 million yuan respectively [2] Capital Flow - Among the high turnover stocks, 20 experienced net inflows of main funds, with Si Fang Jing Chuang, La Ka La, and Tian Sheng New Materials seeing net inflows of 661 million yuan, 485 million yuan, and 267 million yuan respectively [3] - Conversely, Zhong Zhou Te Cai, Li He Xing, and Xin Han New Materials had significant net outflows of 174 million yuan, 84.0134 million yuan, and 56.5914 million yuan respectively [3] Earnings Forecast - Only one high turnover stock announced its performance forecast for the first half of the year [4]