证券代码：300368 证券简称：汇金股份 公告编号：2025-064 河北汇金集团股份有限公司 关于参加 2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年半年报集体业绩说明会的公告 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。 为进一步加强与投资者的互动交流，河北汇金集团股份有限公司（以下简称 "公司"）将参加由河北省上市公司协会、河北资本市场之家与深圳市全景网络 有限公司联合举办的"2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年半年报集体业绩说明会"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。 届时公司总经理焦贵廷、财务总监田联东、董事会秘书刘飞虎将在线就公司 业绩、公司治理、发展战略、经营状况和可持续发展等投资者关心的问题，与投 资者进行沟通与交流，欢迎广大投资者踊跃参与! 特此公告。 河北 ...

Group 1 - The stock price of Huijin Co., Ltd. dropped by 2.01% on September 8, reaching 13.65 yuan per share, with a trading volume of 261 million yuan and a turnover rate of 3.55%, resulting in a total market capitalization of 7.22 billion yuan [1] - Year-to-date, Huijin's stock price has increased by 214.52%, but it has seen a decline of 15.48% over the last five trading days and 16.97% over the last twenty days, while it has risen by 24.09% over the last sixty days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on July 10, where it recorded a net buy of -18.86 million yuan [1] Group 2 - Huijin Group Co., Ltd. was established on March 21, 2005, and went public on January 23, 2014. Its main business includes intelligent manufacturing, information system integration, data center services, and supply chain operations [2] - The revenue composition of Huijin's main business includes: 37.04% from financial specialized, intelligent office, and self-service terminal equipment; 34.90% from operation and maintenance services and consumables sales; 16.03% from supply chain business; 11.72% from information technology; and 0.30% from other sources [2] - As of June 30, the number of Huijin's shareholders increased to 73,800, a rise of 133.72%, while the average circulating shares per person decreased by 57.21% to 7,163 shares [2] Group 3 - Since its A-share listing, Huijin has distributed a total of 79.70 million yuan in dividends, with no dividends paid in the last three years [3]

Group 1 - The core business of Huijin Co., Ltd. includes intelligent manufacturing and integrated information solutions, focusing on smart financial devices, intelligent office equipment, and self-service terminals [1][7] - Huijin Co., Ltd. has signed an agreement to acquire 20% equity in Cooper New Energy, aiming to gain control with a voting rights ratio of no less than 51% [1][7] - The transaction is expected to constitute a major asset restructuring, with due diligence to be conducted and relevant plans or reports to be disclosed within six months [1][7] Group 2 - Cooper New Energy specializes in the research, production, and sales of internal equipment for wind power tower cylinders and intelligent equipment for wind power construction [1][7] - The restructuring event is categorized under the computer industry, indicating a strategic move within the technology sector [1][7] - The total market value of Huijin Co., Ltd. is reported to be 7.871 billion [9]

Core Viewpoint - Huijin Co., Ltd. plans to acquire 20% of Cooper New Energy's shares and gain at least 51% of voting rights, making it a subsidiary, which constitutes a significant asset restructuring [1][2] Company Summary - Huijin Co., Ltd. reported a revenue of 80.94 million yuan in the first half of 2025, a decrease of 32.99% year-on-year, with a net profit of -35.46 million yuan, improving by 37.71% year-on-year [3] - The decline in revenue is attributed to the exclusion of Huijin Supply Chain from the consolidated financial statements and increased market competition in the smart manufacturing sector [3] - The company has introduced strategic investors, including CITIC Jinzi, to enhance its capital structure and risk resilience [4] Industry Summary - The announcement of mergers and acquisitions has been frequent, with over 10 A-share listed companies disclosing related announcements, including Huahong, SMIC, and others [1][4] - Cooper New Energy specializes in the research, production, and sales of internal equipment for wind power towers and intelligent equipment for wind power construction, and it is listed on the New Third Board [2]

Core Viewpoint - Hebei Huijin Group Co., Ltd. plans to acquire a 20% stake in Cooper New Energy Co., Ltd. through cash payment, which will make Cooper New Energy a subsidiary of Huijin Group after the transaction is completed, constituting a major asset restructuring [1][3]. Group 1: Acquisition Details - The acquisition involves Huijin Group acquiring 20% of Cooper New Energy, with the assurance that Huijin will maintain at least 51% voting rights in the company [1]. - Cooper New Energy, established in 2011, focuses on the research, production, and sales of internal equipment for wind power towers and intelligent equipment for wind power construction [3][4]. Group 2: Financial Performance of Cooper New Energy - Cooper New Energy's revenue for 2022, 2023, and 2024 is projected to be 445 million, 405 million, and 391 million respectively, with net profits of 18 million, 41 million, and 51 million [4]. - In the first half of 2023, Cooper New Energy reported sales of 122 million, a year-on-year decrease of 16.92%, but net profit increased by 22.85% to approximately 15 million [5]. Group 3: Huijin Group's Financial Performance - Huijin Group's revenue from 2020 to 2024 shows a decline from 1.359 billion to 183 million, with net profits dropping from 123 million to a loss of 294 million [8]. - The company has faced continuous losses for three years and has been involved in financial misconduct, including a false profit report in 2021 [10][11]. Group 4: Historical Context and Strategy - Since its listing in 2014, Huijin Group has pursued aggressive acquisitions to boost performance, but many of these acquisitions have not met expectations, leading to significant goodwill impairment losses [12][14]. - Despite past challenges, Huijin Group remains committed to using acquisitions as a strategy to enhance performance and competitiveness [14].

Group 1 - The Ministry of Commerce of China held discussions with U.S. officials regarding the implementation of agreements from the recent talks between the two countries' leaders [1] - The U.S. Department of Commerce removed several Chinese semiconductor companies from the "validated end-user" list, prompting a response from the Chinese Ministry of Commerce to protect the rights of its enterprises [2] - The China Securities Regulatory Commission (CSRC) plans to deepen reforms in the capital market to enhance its attractiveness and promote long-term investment strategies [3] Group 2 - In August, the manufacturing Purchasing Managers' Index (PMI) was reported at 49.4%, a slight increase of 0.1 percentage points from the previous month, while the non-manufacturing business activity index was at 50.3%, indicating continued expansion [4] - As of June, the "national team" of central financial institutions held stock ETFs valued at 1.28 trillion yuan, an increase of nearly 23% from the end of the previous year [5] - The Ministry of Industry and Information Technology issued a plan for the steel industry, targeting an average annual growth rate of 4% from 2025 to 2026 [7] Group 3 - Semiconductor companies such as SMIC and Huahong Group are planning significant equity purchases and capital raises, indicating ongoing consolidation in the sector [9][10] - Several companies reported substantial increases in net profits for the first half of the year, including BYD with a net profit of 15.51 billion yuan, up 13.79%, and TCL Technology with a net profit of 1.883 billion yuan, up 89.26% [13] - Conversely, companies like Magpowr and China Shenhua reported declines in net profits, with Magpowr down 44.82% [14] Group 4 - Alibaba reported a revenue of 247.65 billion yuan for the first quarter of fiscal year 2026, a 2% year-on-year increase, and plans to invest heavily in AI and daily service consumption sectors [23]

Core Viewpoint - The article highlights the increasing trend of mergers and acquisitions (M&A) in the A-share market, with multiple companies announcing significant restructuring plans, including Huijin Co., which aims to acquire a controlling stake in Cooper New Energy [1][2][5]. Group 1: Huijin Co. Acquisition Plan - Huijin Co. plans to acquire 20% of Cooper New Energy's shares and secure at least 51% of voting rights through a transfer from a shareholder, making Cooper New Energy a subsidiary [2][3]. - The transaction is expected to constitute a major asset restructuring, with the company committed to timely information disclosure as the plan progresses [2][4]. - The acquisition is anticipated to enhance Huijin Co.'s business scale and profitability, improving its overall asset quality and core competitiveness [3][4]. Group 2: Financial Performance - In the first half of 2025, Cooper New Energy reported sales revenue of 122 million yuan, a decrease of 16.92% year-on-year, while net profit increased by 22.85% to 14.97 million yuan [3]. - Huijin Co. reported a revenue decline of 32.99% to 80.94 million yuan and a net loss of 35.46 million yuan, although it reduced losses by 37.71% compared to the previous year [3][4]. - The decline in Huijin Co.'s revenue is attributed to changes in the consolidation scope and increased market competition in its smart manufacturing segment [4]. Group 3: M&A Activity in A-share Market - Over ten A-share listed companies have recently disclosed M&A announcements, including notable firms like Huahong Semiconductor, SMIC, and others [5][6]. - Specific transactions include Huahong Semiconductor's plan to acquire a majority stake in Huali Microelectronics and SMIC's intention to purchase a minority stake in a subsidiary [6][7]. - Other companies, such as Kai Fa Electric and North New Materials, are also pursuing acquisitions to enhance their market positions and capabilities [7].

Suspension and Resumption of Trading - SMIC is planning to issue A-shares to acquire minority stakes in its subsidiary, SMIC North, leading to a suspension of its stock trading [1] - Huahong Semiconductor intends to issue shares and pay cash to acquire 97.5% of Huali Micro's equity and will resume trading [2] - Tailin Micro plans to acquire 100% of Panqi Micro, both companies operate in the low-power wireless IoT chip design sector, and will resume trading [2] Mergers and Acquisitions - Xingchen Technology plans to acquire 53.3087% of Furui Kun for 214 million yuan, aiming to enhance its capabilities in connectivity, audio, and low power, thereby strengthening its SoC self-developed IP platform [3] - Huijin Co. intends to cash purchase 20% of Cooper New Energy's equity, which is expected to constitute a major asset restructuring [3] Share Buybacks - Kweichow Moutai's controlling shareholder plans to increase its stake by purchasing 3 to 3.3 billion yuan worth of company shares [4] - Kaiying Network intends to repurchase shares worth 100 to 200 million yuan [4] Investment Cooperation and Operational Status - Jiayuan Technology plans to invest 500 million yuan to acquire a portion of Endatong's equity, which is related to the optical module industry [5] - Zhiyang Innovation plans to establish a wholly-owned subsidiary with an investment of 20 million yuan to promote embodied intelligence technology innovation [6] - Yunzhu Technology plans to raise no more than 876 million yuan through a private placement for the upgrade and expansion of chip insertion integrated (CMI) component projects [6] Performance Changes - Sails reported a net profit of 2.941 billion yuan for the first half of 2025, an increase of 81.03% year-on-year [8] - BYD's net profit for the first half reached 15.51 billion yuan, up 13.79% year-on-year [8] - Lanke Technology reported a net profit of 1.159 billion yuan for the first half, a significant increase of 95.41% year-on-year [8] - Yilake Co. reported a net profit of 2.515 billion yuan for the first half, up 13.69% year-on-year, with a lithium salt project expected to start trial operations by the end of September [8] - Haowei Group reported a net profit of 2.028 billion yuan for the first half, an increase of 48.34% year-on-year, and has entered NVIDIA's supply chain [9] - Tianqi Lithium reported a net profit of 84.41 million yuan for the first half, marking a return to profitability [10] - China Rare Earth reported a net profit of 162 million yuan for the first half, also returning to profitability [10] - BeiGene reported a net profit of 450 million yuan for the first half, returning to profitability [10] - Guoxuan High-Tech reported a net profit of 367 million yuan for the first half, an increase of 35.22% year-on-year, and plans to invest up to 4 billion yuan in a new lithium-ion battery manufacturing base [10] - Lingyi Technology reported a net profit of 930 million yuan for the first half, an increase of 35.94% year-on-year [10] - Shenwan Hongyuan reported a net profit of 4.284 billion yuan for the first half, an increase of 101% year-on-year [10] - Zhongtai Securities reported a net profit of 711 million yuan for the first half, an increase of 77.26% year-on-year [10] - Guotai Junan reported a net profit of 15.737 billion yuan for the first half, an increase of 213.74% year-on-year [10] - China Shipbuilding reported a net profit of 2.946 billion yuan for the first half, an increase of 108.59% year-on-year [10] - Yangtze Power reported a net profit of 13.056 billion yuan for the first half, an increase of 14.86% year-on-year [10] - TCL Technology reported a net profit of 1.883 billion yuan for the first half, an increase of 89.26% year-on-year [10] - ST Huatuo reported a net profit of 2.656 billion yuan for the first half, an increase of 129% year-on-year [10] - Wentai Technology reported a net profit of 474 million yuan for the first half, an increase of 237.36% year-on-year [10]

Core Viewpoint - Huijin Co., Ltd. plans to acquire a 20% stake in Cooper New Energy, aiming to enter the wind power sector and seek new growth opportunities after three consecutive years of losses [1][5]. Group 1: Acquisition Details - On August 29, Huijin Co., Ltd. announced its intention to acquire a 20% stake in Cooper New Energy through a cash purchase and the transfer of voting rights, ensuring a voting rights ratio of no less than 51% [3]. - Following the completion of this transaction, Cooper New Energy will become a subsidiary of Huijin Co., Ltd., included in the consolidated financial statements of the listed company [3]. - The transaction is still in the planning stage, with specific details under further verification and negotiation [3]. Group 2: Financial Performance of Cooper New Energy - Cooper New Energy, established in 2011, focuses on the research, production, and sales of internal equipment for wind power towers and intelligent equipment for wind power construction [3]. - The company reported revenues of 445 million yuan, 405 million yuan, and 391 million yuan from 2022 to 2024, with net profits of 17.81 million yuan, 40.83 million yuan, and 51.09 million yuan respectively [4]. - In the first half of 2025, Cooper New Energy achieved revenue of 122 million yuan, a year-on-year decrease of 16.92%, while net profit was 14.97 million yuan, a year-on-year increase of 22.85% [4]. Group 3: Huijin Co., Ltd. Financial Challenges - Huijin Co., Ltd. has faced significant pressure in recent years, with a cumulative loss of approximately 800 million yuan over three years due to declining revenues and continuous net losses [7]. - In the first half of 2025, the company reported revenue of 80.94 million yuan, a year-on-year decrease of 32.99%, and a net profit of -35.46 million yuan, indicating a reduction in losses [7]. - The decline in revenue is attributed to the exclusion of Huijin's supply chain from consolidation, leading to a corresponding decrease in related business income [8].

Core Viewpoint - Huijin Co., Ltd. plans to acquire a 20% stake in Cooper New Energy, aiming to enter the wind power sector and seek new growth opportunities after three consecutive years of losses [2][3]. Group 1: Acquisition Details - On August 29, Huijin Co., Ltd. announced its intention to acquire a 20% stake in Cooper New Energy through a cash purchase and the transfer of voting rights, ensuring a voting rights ratio of no less than 51% [3]. - Following the completion of this transaction, Cooper New Energy will become a subsidiary of Huijin Co., Ltd., included in the consolidated financial statements of the listed company [3]. - The transaction is still in the planning stage, with specific details under further verification and negotiation [3]. Group 2: Financial Performance of Cooper New Energy - Cooper New Energy, established in 2011, focuses on the research, production, and sales of internal equipment for wind power towers and intelligent equipment for wind power construction [3]. - The company reported revenues of 445 million yuan, 405 million yuan, and 391 million yuan for the years 2022 to 2024, with net profits of 17.81 million yuan, 40.83 million yuan, and 51.09 million yuan respectively [4]. - In the first half of 2025, Cooper New Energy achieved revenue of 122 million yuan, a year-on-year decrease of 16.92%, while net profit was 14.97 million yuan, a year-on-year increase of 22.85% [6]. Group 3: Huijin Co., Ltd. Financial Challenges - Huijin Co., Ltd. has faced significant financial pressure, with a cumulative loss of approximately 800 million yuan over the past three years, as revenues have declined [7]. - In the first half of 2025, the company reported revenue of 80.94 million yuan, a year-on-year decrease of 32.99%, and a net profit of -35.46 million yuan, indicating a reduction in losses [9]. - The decline in revenue is attributed to the exclusion of Huijin's supply chain from the consolidated scope and increased competition in the smart manufacturing sector [9].