Group 1 - Ningde Times is actively acquiring stakes in companies, including a recent agreement to purchase 12.95% of Tianhua New Energy's shares for 2.635 billion yuan at a price of 24.49 yuan per share, which is approximately 19% lower than the current market price of 30.42 yuan [2][3] - After the transaction, Ningde Times will hold a 13.54% stake in Tianhua New Energy, while the actual controllers will retain an 18.87% stake, maintaining a 5% gap in ownership [3] - The acquisition strategy indicates Ningde Times' focus on companies with strong technological capabilities, as evidenced by its previous investment in Fulin Precision's subsidiary, which specializes in high-pressure dense lithium iron phosphate [2][4] Group 2 - Tianhua New Energy is primarily recognized for its lithium salt products, including lithium hydroxide and lithium carbonate, with significant production capacities across multiple bases [4][5] - The company has been expanding its resource base, holding mining rights in Nigeria and the Democratic Republic of Congo, with a reported lithium resource of 25 million tons at an average grade of 1.36% [5] - Tianhua New Energy is also advancing in solid-state battery materials, with its subsidiary Yili Technology planning to invest 1.12 billion yuan in a project to produce high-nickel ternary materials for solid-state batteries, which could generate over 800 million yuan in annual revenue [6][7]

Investment & Contracts - Zhenyu Technology plans to invest RMB 2.11 billion in humanoid robot precision module and component projects in Ninghai County from 2025 to 2030, aiming to expand production capacity and enter emerging business areas [1] - East Asia Machinery intends to establish a smart manufacturing base for air compressors and core components in Hefei, Anhui Province, with a total investment of approximately RMB 400 million [5] - Hopu Co., Ltd.'s subsidiary signed a procurement contract for a 200MW/800MWh independent energy storage project with a total value of RMB 520 million, which is expected to positively impact future operating performance [7] Shareholding Changes - Tianhua New Energy's actual controllers plan to transfer 12.95% of shares to CATL at a price of RMB 24.49 per share, representing a 19% discount to the closing price [1] - Tianmai Technology's controlling shareholder will change from Guo Jianguo to Suzhou Qichen after transferring 17,756,720 shares at a price of RMB 30.52 per share, totaling approximately RMB 541.94 million [6] - Zhongyuan Co., Ltd. will see a change in actual control to Zhu Shuangquan, Zhu Shunquan, and Zhu Mengqian, with a combined voting rights of 25.63% after signing a voting rights entrustment agreement [3] Other Developments - Beisimei's actual controller is under investigation by the China Securities Regulatory Commission for failing to fulfill mandatory tender offer obligations and information disclosure violations, but this does not affect the company's operations [2] - InSai Group has decided to terminate its major asset restructuring plan to acquire 80% of Zhizhe Tongxing Brand Management Consulting (Beijing) Co., Ltd. due to changes in the external environment [4] - Taifu Pump Industry has also terminated its major asset restructuring plan to acquire at least 51% of Nanyang Huacheng's shares, as the parties could not reach an agreement [9] - Toukang Life has received one medical device registration certificate and eight registration applications for various products, enhancing its product line but with limited immediate impact on performance [8]

Company Highlights - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Foxconn Automotive, planning to deploy no less than 2,000 embodied intelligent robots in the next five years [1] - Tianhua New Energy's actual controllers plan to transfer 12.95% of shares to CATL at a price of 24.49 yuan per share, which is a 19% discount compared to the closing price [2] - Zhenyu Technology plans to invest 21.1 billion yuan in humanoid robot precision module and component projects [3] - Taiyuan Heavy Industry disclosed false financial data in its annual report, leading to a change in its stock name to "ST Tai Heavy" starting November 4 [4] Investment & Contracts - East Asia Machinery plans to invest 400 million yuan to build an intelligent manufacturing base for air compressors and core components in Central China [12] Shareholding Changes - TuoStar's director plans to reduce his holdings by up to 0.95% [14] - Shanghai Fosun Pharmaceutical plans to reduce its holdings in Shanhe Pharmaceutical by up to 3% [16] Business Performance - Pingzhi Information reported a total procurement amount of 469 million yuan for server-related products since May [17] - Berry Genomics received medical device registration for the world's first clinically approved third-generation sequencing platform, Sequel® IICNDx [18] Contracts & Project Awards - Hopu Co., Ltd. signed a 5.2 billion yuan procurement contract for a storage system [20] - Qiaoyin Co., Ltd. received a bid notification for a 5.12 billion yuan urban sanitation integration project [20] Stock Price Movements - Hezhong China experienced a 46.56% increase in stock price over four consecutive trading days, indicating potential irrational speculation [22] Other Announcements - Huaxin Cement will change its stock name to Huaxin Building Materials starting November 6 [23]

Core Viewpoint - Suzhou Tianhua New Energy Technology Co., Ltd. (Tianhua New Energy) announced a share transfer agreement with Contemporary Amperex Technology Co., Ltd. (CATL), where Tianhua's actual controllers will transfer a total of 108 million shares, representing 12.95% of Tianhua's total shares, for a total price of 2.635 billion yuan, making CATL a significant strategic shareholder with 13.54% ownership post-transaction [1][4][5]. Group 1: Transaction Details - The share transfer involves the actual controllers, Pei Zhenhua and Rong Jianfen, who will transfer 49.209 million shares (5.92% of Tianhua's total shares) and 58.3734 million shares (7.03% of Tianhua's total shares) respectively [4]. - Prior to the transfer, Pei Zhenhua and Rong Jianfen held 23.69% and 8.12% of Tianhua's shares, while CATL held only 0.59% [4]. - After the transaction, Pei Zhenhua and Rong Jianfen's holdings will decrease to 17.77% and 1.10%, respectively, while CATL's stake will rise to 13.54%, making it the third-largest shareholder [4][5]. Group 2: Payment Arrangement - The payment for the share transfer will occur in three phases: 20% (approximately 527 million yuan) within five working days after the agreement is effective, 70% (approximately 1.844 billion yuan) after the share transfer registration, and 10% (approximately 263 million yuan) within 30 days after the share transfer registration [5]. Group 3: Strategic Implications - CATL's investment in Tianhua New Energy is driven by the potential for synergy between the two companies, as Tianhua specializes in lithium battery materials, which are crucial for CATL's battery production [5][6]. - This strategic investment is part of CATL's vertical integration strategy, aiming to enhance supply chain stability and mitigate supply risks while providing Tianhua with orders, technology, and financial support [5][6]. - The governance structure of Tianhua will be adjusted, increasing the board size to nine members, allowing CATL to nominate one non-independent director and one independent director [5][6]. Group 4: Financial Strength of CATL - As of September 30, 2025, CATL reported total assets of 896.082 billion yuan and net assets attributable to shareholders of 314.248 billion yuan, with a revenue of 283.072 billion yuan and a net profit of 49.034 billion yuan for the first three quarters of 2025 [6][7]. - CATL's strong financial position ensures its capability to fulfill the transaction without significant uncertainty [6][7]. Group 5: Industry Impact - The transaction reflects a trend of industry consolidation, where leading companies bind key segments of the supply chain to strengthen their competitive advantages and optimize industry structure [6][8]. - The collaboration between CATL and Tianhua is expected to create a synergistic model of "upstream materials + downstream batteries," enhancing joint research, capacity planning, and cost control [6][8].

Core Viewpoint - Tianhua New Energy (300390.SZ) announced a share transfer agreement with CATL, where the actual controllers will transfer 107.6 million unrestricted shares, representing 12.95% of the total shares, at a price of RMB 24.49 per share, totaling RMB 2.635 billion [1] Group 1 - The share transfer will result in CATL holding 112.5 million shares, which is 13.54% of the total shares of Tianhua New Energy [1] - The introduction of a strategic investor through this share transfer is expected to optimize the company's shareholder structure [1] - The completion of this share transfer will not lead to any changes in the actual controllers or major shareholders of the company [1]

Core Viewpoint - Tianhua New Energy (300390.SZ) announced a share transfer agreement with CATL, where the actual controllers will transfer 107.6 million shares, representing 12.95% of the company, for a total consideration of 2.635 billion RMB [1] Group 1 - The share transfer price is set at 24.49 RMB per share, totaling 2.635 billion RMB for the entire transaction [1] - After the completion of the share transfer, CATL will hold 112.5 million shares, accounting for 13.54% of the total shares of Tianhua New Energy [1] - The introduction of a strategic investor through this share transfer is expected to optimize the company's shareholder structure without changing the actual controllers or major shareholders [1]

Core Viewpoint - Tianhua New Energy announced that its actual controllers, Pei Zhenhua and Rong Jianfen, plan to transfer a total of 107,582,325 unrestricted circulating shares to CATL, representing 12.95% of the company's total share capital [1] Summary by Relevant Sections Shareholding Changes - Before the transfer, Pei Zhenhua and Rong Jianfen held a combined total of 264,307,147 shares, accounting for 31.82% of the total share capital [1] - After the transfer, their combined shareholding will decrease to 156,724,822 shares, reducing their ownership percentage to 18.87% [1] Transfer Details - The transfer is subject to compliance review by the Shenzhen Stock Exchange and will require registration with the Shenzhen branch of China Securities Depository and Clearing Co., Ltd [1] - The transfer price is set at 24.49 yuan per share, with a total transaction value of approximately 26.347 billion yuan [1] Control of the Company - Following the completion of the transfer, the control of the company will remain unchanged [1]

Core Viewpoint - Tianhua New Energy (300390.SZ) announced a share transfer agreement with CATL, where the actual controllers Pei Zhenhua and Rong Jianfen plan to transfer a total of 107,582,325 unrestricted circulating shares, representing 12.95% of the company's total shares, to CATL at a price of RMB 24.49 per share, totaling RMB 2,634,691,139. This transfer will not change the actual controller or the governance structure of the company [1]. Group 1 - The share transfer involves Pei Zhenhua transferring 49,208,960 shares (5.92% of total shares) and Rong Jianfen transferring 58,373,365 shares (7.03% of total shares) [1]. - After the completion of the share transfer, CATL will hold 112,498,188 shares, which accounts for 13.54% of the company's total shares [1]. - The introduction of CATL as a strategic investor is expected to optimize the company's shareholder structure without adversely affecting its governance or ongoing operations [1].

简式权益变动报告书 上市公司名称：苏州天华新能源科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：天华新能 股票代码：300390 苏州天华新能源科技股份有限公司 信息披露义务人：宁德时代新能源科技股份有限公司 住所及通讯地址：福建省宁德市蕉城区漳湾镇新港路2号 权益变动性质：增加（协议转让） 签署日期：2025年10月31日 1 信息披露义务人声明 一、本报告书依据《中华人民共和国证券法》《上市公司收购管理办法》《公 开发行证券公司信息披露内容与格式准则第15号—权益变动报告书》以及其他相 关的法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行不违反 信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在苏州天华新能源科技股份有限公司中拥有 权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务人没 有通过任何其他方式增加或减少其在苏州天华新能源科技股份有限公司中拥有 权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行 ...

苏州天华新能源科技股份有限公司 证券代码：300390 证券简称：天华新能 公告编号：2025-057 关于控股股东、实际控制人签署股份转让协议 暨权益变动的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、2025 年 10 月 31 日，苏州天华新能源科技股份有限公司（下称"公司"、 "上市公司"、"标的公司"）实际控制人裴振华、容建芬夫妇与宁德时代新能源 科技股份有限公司（下称"宁德时代"）签署了《关于苏州天华新能源科技股份 有限公司之股份转让协议》（下称"《股份转让协议》"）。裴振华、容建芬夫妇拟 通过协议转让方式向宁德时代转让其合计持有的公司 107,582,325 股无限售流通 股（占标的公司股份总数的 12.95 %，具体为：裴振华持有的公司 49,208,960 股 无限售流通股（占标的公司股份总数的 5.92%）、容建芬持有的公司 58,373,365 股无限售流通股（占标的公司股份总数的 7.03%）。 2、本次协议转让事项不触及要约收购，亦不构成关联交易。 3、本次协议转让需通过深圳证券交易所合规性审核，在中国证 ...