雅本化学公告，2025年8月1日，公司与恒瑞医药签署《供应战略协议》。双方就建立面向未来的战略合 作伙伴关系达成框架性协议，以共同推动特定医药中间体及原料药产品（API）的技术创新与质量升 级，强化医药产业链关键环节的协同竞争力，实现双方在医药先进制造领域的价值共赢。本协议为后续 双方推进具体项目合作奠定了基础，不涉及具体交易金额，最终能否实施尚存在不确定性。 ...

Market Overview - The agricultural chemical sector experienced a decline of 2.43% on July 31, with Hubei Yihua leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - Yabao Chemical (300261) saw a significant increase of 12.09%, closing at 8.81 with a trading volume of 1.4172 million shares and a turnover of 1.216 billion yuan [1] - Other notable performers included Lier Chemical (002258) with a slight increase of 0.87% and Hongtaiyang (000525) with a 0.70% increase [1] - Conversely, Hubei Zhihua (000422) and Xingfa Group (600141) faced declines of 4.36% and 4.22% respectively, with trading volumes of 389,400 shares and 265,300 shares [2] Capital Flow Analysis - The agricultural chemical sector saw a net outflow of 577 million yuan from institutional investors, while retail investors contributed a net inflow of 526 million yuan [2] - The data indicates that retail investors were more active in the market compared to institutional investors on that day [2] Detailed Capital Flow for Selected Stocks - Yabao Chemical had a net inflow of 15 million yuan from institutional investors, while it experienced a net outflow of 87.29 million yuan from speculative funds [3] - Lier Chemical recorded a net inflow of 15.97 million yuan from institutional investors, with a minor net inflow of 1.82 million yuan from speculative funds [3] - Other stocks like Chuanheng Co. (002895) and Hongtaiyang (000525) also showed varied capital flows, indicating mixed investor sentiment [3]

Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors [2] Major Events - Xizang Tianlu experienced significant abnormal fluctuations in the trading of its convertible bonds, with a cumulative price increase exceeding 100% over seven trading days, leading to a closing price of 481.80 CNY per bond, representing a premium of 381.80% over the face value [3][4] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion CNY, with a transfer price of 19.88 CNY per share [4][5] - Liyuan Technology's actual controller received a criminal judgment for violating information disclosure regulations, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million CNY [6] - Huashi Technology's general manager had the detention measures lifted, allowing him to resume his duties [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [8] - WuXi AppTec adjusted its share repurchase price limit to a maximum of 114.15 CNY per share [9] - ST Haihua's subsidiary plans to acquire 100% of Lixin Dingsheng for 43 million CNY [10] - Xizang Tourism clarified that it has not engaged in business cooperation related to the Yarlung Tsangpo River project amid stock price volatility [11][12] - Yabont Chemical decided to terminate its planned external investment in Gansu Haotian Technology [13] - Zhongbei Communication's subsidiary terminated its acquisition of a 55% stake in PT. Semesta Energi Services due to unmet conditions [14] - Quzhou Development plans to purchase shares of Xiandai Electronics and raise matching funds, leading to a temporary stock suspension [15] - Shenli Co. terminated its control change plan due to the buyer's failure to pay the agreed transaction price [16] Performance Reports - Greenland Holdings reported a 16.93% year-on-year increase in contract sales amounting to 21.752 billion CNY in Q2 2025 [17][18] - Lujiazui's net profit for the first half of 2025 was 815 million CNY, a decrease of 7.87% year-on-year [19] - Hongfa Co. achieved a net profit of 964 million CNY in the first half of 2025, reflecting a 14.19% increase [20] - Nanya New Materials expects a net profit increase of 44.69% to 71.82% in the first half of 2025 [21] - ST Tianwei anticipates a significant net profit increase of approximately 2064.85% year-on-year [22] - Fudan Microelectronics expects a net profit decrease of 39.67% to 48.29% in the first half of 2025 [23][24] - Sains expects a net profit decrease of 57.53% to 60.13% despite revenue growth [25] - Baotai anticipates a net loss reduction of 110 million to 140 million CNY in the first half of 2025 [26] Major Contracts - China CNR signed several major contracts totaling approximately 32.92 billion CNY [27] - Wantong Intelligent Control entered into an exclusive authorization agreement in the embodied intelligence field [28] - Anhui Construction won a bid for a highway concession project with an estimated total investment of 3.614 billion CNY [29] - Tiantian Technology's subsidiary signed a procurement order worth 400 million CNY for copper-lithium composite strips [30] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [31] Shareholding Changes - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [32] - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [33] - Huaye Fragrance's controlling shareholder plans to reduce holdings by up to 3% [34] - Lanfeng Biochemical's shareholder plans to reduce holdings by up to 2.61% [35] - Anji Food's actual controller plans to reduce holdings by up to 2% [37] - Saiwei Electronics' National Integrated Circuit Fund reduced its holdings by 1.06% [38] - Lakala's Lenovo Holdings reduced its holdings by 535,960 shares [39] Share Buybacks - Shima Power plans to repurchase shares worth 300 million to 400 million CNY [40]

雅本化学此前表示，公司着眼全球战略布局，构建由六个核心生产基地与两个参股协作生产基地共同组 成的供应链格局。其中，太仓基地全力推进转型升级，从传统农、医药中间体生产，向战新产品领域拓 展；南通基地依托先进工艺与设备，从事创新农药高级中间体高端定制；盐城基地作为公司唯一具备农 药全产业链生产能力的基地，满足定制客户需求的同时凭借丰富产品线参与市场竞争；兰州基地推动数 字化建设，保障新订单高效落地，并以医药中试助力研发成果商业化；上虞基地具备生物酶产品快速规 模化的生产能力；马耳他基地借助独特区位优势，聚焦原料药及特色API定制生产，助力国内外资源整 合，拓展欧洲市场。 7月29日晚间，雅本化学（300261）发布公告称，公司拟终止筹划对外投资收购甘肃皓天科技股份有限 公司部分存量股份和/或认购新增注册资本的事项。此前，公司曾披露拟终止筹划对外投资的提示性公 告。 公司半年度业绩预告显示，今年上半年，公司归属于上市公司股东的净利润为亏损1000万元—500万 元，上年同期亏损5201.36万元。公司表示，报告期内，公司持续聚焦主业，深化客户合作，全力推动 年度经营计划落地实施。在此基础上，公司半年度业绩较上年同期 ...

Group 1: Share Buybacks and Acquisitions - WuXi AppTec plans to adjust the maximum repurchase price of its shares to no more than 114.15 yuan per share from the previous limit of 90.72 yuan per share, while other details of the repurchase plan remain unchanged [2] - ST Haihua's subsidiary intends to acquire 100% equity of Lvxin Dingsheng for 43 million yuan, citing the favorable development prospects of the natural gas industry [3] - Shenneng Power plans to repurchase shares for 300 million to 400 million yuan, with a maximum repurchase price of 38 yuan per share [4] - Huaneng Technology intends to acquire 6% of Jinghe Integrated's shares for 23.93 million yuan, with a transfer price of 19.88 yuan per share [7] Group 2: Financial Performance - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712%, with revenue of 993 million yuan, up 121.12% [5] - Enhua Pharmaceutical achieved a net profit of 700 million yuan in the first half of 2025, a year-on-year increase of 11.38%, with revenue of 3.01 billion yuan, up 8.93% [13] - Guangzhi Technology reported a net profit of 23.99 million yuan for the first half of 2025, marking a turnaround from losses, with revenue of 1.02 billion yuan, up 78.2% [10] Group 3: Market Activities and Listings - Binhua Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, currently discussing specific details with relevant intermediaries [8] - Tubaobao's subsidiary, Dehua Tubaobao Investment Management, holds a 2.05% stake in Hanhai Group, which is set to be listed on the Shenzhen Stock Exchange [12] - Changchun Gaoxin's subsidiary has received FDA approval for a hypertension drug, expanding its market presence in the U.S. [13]

公司结合业务实施情况对交易方案进行了优化和论证，并与皓天科技进行了多轮协商，但未能就核心条 款达成符合公司业务发展需要的一致意见。经公司审慎研究并与交易对方友好协商，拟终止本次对外投 资事项。 雅本化学（300261）(300261.SZ)公告，公司此前拟使用自有资金或/和自筹资金对外投资收购标的公司 甘肃皓天科技股份有限公司(简称"皓天科技")部分存量股份和/或认购皓天科技一定数量的新增注册资 本。通过该次交易，公司拟进一步利用包括但不限于表决权委托方式，实现对皓天科技的控制及并表。 ...

智通财经APP讯，雅本化学(300261.SZ)公告，公司此前拟使用自有资金或/和自筹资金对外投资收购标 的公司甘肃皓天科技股份有限公司(简称"皓天科技")部分存量股份和/或认购皓天科技一定数量的新增注 册资本。通过该次交易，公司拟进一步利用包括但不限于表决权委托方式，实现对皓天科技的控制及并 表。 公司结合业务实施情况对交易方案进行了优化和论证，并与皓天科技进行了多轮协商，但未能就核心条 款达成符合公司业务发展需要的一致意见。经公司审慎研究并与交易对方友好协商，拟终止本次对外投 资事项。 ...

人民财讯7月29日电，雅本化学（300261）7月29日晚间公告，公司原拟对外投资收购标的公司甘肃皓天 科技股份有限公司(简称"皓天科技")部分存量股份和/或认购皓天科技一定数量的新增注册资本，实现对 皓天科技的控制及并表。为了进一步响应客户需求，合理调配资金助力业务落地，切实维护公司及投资 者权益，经公司审慎研究并与交易对方友好协商，拟终止上述对外投资事项。 ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 证券代码：300261 证券简称：雅本化学 公告编号：2025-057 雅本化学股份有限公司 关于拟终止筹划对外投资事项的提示性公告 一、本次筹划事项概述 雅本化学股份有限公司（以下简称"雅本化学"或"公司"）于2025年2月10 日披露《关于拟终止筹划对外投资的提示性公告》（以下简称"《提示性公告》"， 公告编号：2025-016），公司拟使用自有资金或/和自筹资金对外投资收购标的公司 甘肃皓天科技股份有限公司（以下简称"皓天科技"或"标的公司"）部分存量股 份和/或认购皓天科技一定数量的新增注册资本（以下简称"本次对外投资事项"或 "本次交易"）。通过本次交易，公司拟进一步利用包括但不限于表决权委托方式， 实现对皓天科技的控制及并表。 二、本次对外投资事项的进展情况 自《提示性公告》披露后，公司积极组织交易各方推进本次交易，联合专业中 介机构实施收购皓天科技的各项具体工作，包括尽职调查、财务审计以及交易方案 商谈等。公司结合业务实施情况对交易方案进行了优化和论证，并与皓天科技进行 了多轮协商，但未能就核心条 ...