Core Viewpoint - The company HaiShun New Materials is planning to acquire 100% equity of Guangdong Zhengyi Packaging Co., Ltd. for an initial transaction price of 94.87 million yuan, aiming to enhance its competitive edge and market share in the packaging industry [1][2]. Group 1: Acquisition Details - The acquisition involves Zhengyi Packaging, established in 1998, which specializes in the research, production, and sales of packaging films with applications in food, beverages, pharmaceuticals, and cosmetics [1]. - Zhengyi Packaging has production lines for aluminum oxide films, vacuum aluminum films, and coated films, with an annual production capacity exceeding 20,000 tons [1]. - As of the end of 2024, Zhengyi Packaging's total assets are reported at 80.63 million yuan, net assets at 46.84 million yuan, with projected revenue of 112 million yuan and net profit of 10.13 million yuan for the same year [1]. Group 2: Strategic Importance - The acquisition is seen as a strategic move to integrate resources and enhance the company's overall competitiveness and market presence [2]. - Post-acquisition, Zhengyi Packaging will become a wholly-owned subsidiary, allowing for synergy in products, technology, and market areas [2]. - The company plans to establish a technology-sharing mechanism and strengthen its technological barriers through patent licensing and cooperation [2]. Group 3: Financial Performance - In 2024, the company reported a revenue of 1.143 billion yuan, a year-on-year increase of 11.92%, while net profit decreased by 12.70% to 74.59 million yuan [3]. - For the first quarter of 2025, revenue reached 286 million yuan, up 10.46% year-on-year, but net profit fell by 24.99% to 17.27 million yuan [3]. Group 4: Product Development and Market Trends - The company has established a high-performance medical film division focusing on products like ostomy pouch films and high-end infusion films, and an electronic materials division targeting UV adhesive tapes and PI high-temperature adhesive tapes [3]. - The company is also focusing on solid-state batteries, with aluminum-plastic films identified as the most suitable packaging material, anticipating significant market growth as the industry matures [4]. - The company is currently working on client certifications and has improved its thermal process technology for aluminum-plastic films, expecting substantial sales growth in 2024 [4].

Suspension - Songyang Resources is planning a change in control, leading to a suspension of its stock [1] Private Placement and Mergers - Beite Technology plans to raise no more than 300 million yuan for the construction of a screw production base in Thailand [2] - Xining Special Steel intends to raise no more than 1 billion yuan to supplement its working capital [3] - Haishun New Materials is planning to acquire 100% equity of Guangdong Zhengyi Packaging Co., Ltd. through cash payment [3] Share Buybacks and Transfers - Shaanxi Jinye's actual controller proposed a buyback of 40 million to 70 million yuan [4] - Huate Dain's shareholder Guo Weisong plans to continue increasing his stake by 1.85% to 3.70% [5] - Zhongying Technology's shareholder is inquiring about a share transfer at a price of 31 yuan per share [6] - Rebecca's controlling shareholder is transferring 6.18% of shares through an agreement [7] External Investments and Daily Operations - Ningbo Huaxiang's subsidiary has been entrusted by Shanghai Zhiyuan to produce full-size biped robots [8] - Xinhongye's subsidiary won a bid for a 42.34 million yuan power cable procurement project from China Nuclear Construction [9] - Angel Yeast plans to invest 502 million yuan in the construction of a biological manufacturing center [10] - Hubei Yihua's phosphate chemical project has partially commenced full-load production [11] - Lian De Equipment is the first candidate for the bid for BOE's 8.6-generation AMOLED production line project, with a bid price of 157 million yuan [11] - China Foreign Transport's subsidiary plans to sell 25% equity of Lu Kai International for 3.382 billion yuan, expecting an investment return of 1.793 billion yuan [12] - Sitake plans to invest 12 million yuan in Huarui Xincai to enter the semiconductor photoresist field [13] - Jingce Electronics' subsidiary signed a sales contract for semiconductor testing equipment worth 113 million yuan [14] - Rijiu Optoelectronics' wholly-owned subsidiary Zhejiang Rijiu plans to invest approximately 822 million yuan to construct a functional film project with an annual output of 6 million square meters [14] Performance Changes - Dalian Heavy Industry expects a net profit of 305 million to 326 million yuan for the first half of the year, representing a year-on-year increase of 11.12% to 18.92%, mainly benefiting from the growth in gross profit of material handling equipment [15]

Group 1 - The company Haishun New Materials (300501.SZ) announced its intention to acquire 100% equity of Guangdong Zhengyi Packaging Co., Ltd. from Zeng Zewen, Zeng Minyin, and Fengyuan Technology for a preliminary transaction price of 94.87 million yuan [1] - Guangdong Zhengyi Packaging was successfully listed on the New Third Board in September 2020, with the stock code 873479 [1] - The main business of Zhengyi Packaging involves the research, production, and sales of packaging films, serving domestic printing and bag-making manufacturers, as well as food production companies [1]

海顺新材（300501）公告，公司正在筹划通过支付现金收购曾泽文、曾敏茵、丰远科技合计持有的广东 正一包装股份有限公司100%股权并取得正一包装的控股权。2025年6月25日，公司与正一包装股东及标 的公司签署了《股权收购意向协议》。根据协议，初步交易价格为9487万元。交易完成后，正一包装将 成为海顺新材的全资子公司。正一包装2024年末总资产为8063.03万元、净资产为4684.3万元，2024年度 收入为1.13亿元、净利润为1012.82万元。 ...

| 证券代码：300501 | 证券简称：海顺新材 | 公告编号：2025-058 | | --- | --- | --- | | 债券代码：123183 | 债券简称：海顺转债 | | 上海海顺新型药用包装材料股份有限公司 关于签署股权收购意向协议的公告 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： 1、上海海顺新型药用包装材料股份有限公司（以下简称"海顺新 材""公司""本公司"）正在筹划通过支付现金收购曾泽文、曾敏 茵、佛山市丰远科技中心（有限合伙）（以下简称"丰远科技"）合计 持有的广东正一包装股份有限公司（以下简称"正一包装"或"标的公 司"）100%股权并取得正一包装的控股权事项。 2025年6月25日，公司与正一包装股东曾泽文、曾敏茵、丰远科 技及标的公司签署了《股权收购意向协议》。 2、本次签订的《股权收购意向协议》仅属于各方合作意愿的框 架性、意向性约定，《股权收购意向协议》付诸实施和实施过程中均 存在变动的可能性。最终交易方案由交易各方进一步协商确定，并以 各方签署的正式协议为准。敬请广大投资者理性投资，谨慎决策，注 意投资风 ...

| 证券代码：300501 | 证券简称：海顺新材 | 公告编号：2025-057 | | --- | --- | --- | | 债券代码：123183 | 债券简称：海顺转债 | | 上海海顺新型药用包装材料股份有限公司 关于"海顺转债"恢复转股的公告 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： 1、债券代码：123183 债券简称：海顺转债 2、暂停转股时间：2025 年 6 月 13 日至 2025 年 6 月 20 日 3、恢复转股时间：2025 年 6 月 23 日 上海海顺新型药用包装材料股份有限公司（以下简称"公司"） 因实施 2024 年年度权益分派，根据《上海海顺新型药用包装材料股 份有限公司创业板向不特定对象发行可转换公司债券募集说明书》及 相关规定，公司可转换公司债券"海顺转债"于 2025 年 6 月 13 日至 2024 年年度权益分派股权登记日（2025 年 6 月 20 日）止暂停转股， 2024 年年度权益分派股权登记日后的第一个交易日起恢复转股。详 情请见公司于巨潮资讯网（www.cninfo.com.cn） ...

2023 年上海海顺新型药用包装材 料股份有限公司创业板向不特定 对象发行可转换公司债券2025年 跟踪评级报告 中鹏信评【2025】跟踪第【192】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的 ...

股票简称：海顺新材 股票代码：300501.SZ 债券简称：海顺转债 债券代码：123183.SZ 上海海顺新型药用包装材料股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 中信证券股份有限公司 （广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 二〇二五年六月 1 重要声明 中信证券股份有限公司（以下简称"中信证券"）编制本报告的内容及信息 均来源于上海海顺新型药用包装材料股份有限公司（以下简称"海顺新材"、"公 司"、"发行人"）对外公告的《上海海顺新型药用包装材料股份有限公司 2024 年年度报告》等相关公开信息披露文件、公司提供的证明文件以及第三方中介机 构出具的专业意见。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为中信证券所作的承诺 或声明。 2 | 重要声明 2 | | | --- | --- | | 第一节 | 本次债券情况 4 | | 一、注册文件及发行规模 4 | | | 二、本期债券的主要条款 4 | | | 第二节 | 债券受托管理人履职情况 14 ...

Group 1 - The company plans to repurchase shares using its own or raised funds, with a total amount between RMB 100 million and RMB 200 million, and a maximum repurchase price of RMB 17.55 per share, within a 12-month period from the board's approval [1] - Following the distribution of dividends, the maximum repurchase price has been adjusted to RMB 17.29 per share [2] - The company will distribute a cash dividend of RMB 2.70 per 10 shares, totaling approximately RMB 50.75 million, without capital reserve conversion or stock bonuses [3][4] Group 2 - The adjusted maximum repurchase price is now set at RMB 17.03 per share, effective from June 23, 2025, after accounting for the cash dividend distribution [4] - The company will continue to fulfill its information disclosure obligations during the repurchase period [4][5]

Core Viewpoint - The company announced its 2024 annual profit distribution plan, which includes a cash dividend of 2.70 RMB per 10 shares for all shareholders, excluding shares held in the repurchase account [1][2][3] Summary by Sections Profit Distribution Plan - The profit distribution plan is based on a total share count of 187,979,643 shares, excluding 5,558,275 shares held in the repurchase account [1][2] - The total cash dividend to be distributed amounts to 50,754,503.61 RMB (including tax) [2] Shareholder Rights - Shares in the repurchase account will not participate in the profit distribution, ensuring that only eligible shares are considered [2][4] Key Dates - The record date for shareholders is set for June 20, 2025, and the ex-dividend date is June 23, 2025 [3][4] Dividend Payment Method - Cash dividends will be directly credited to the shareholders' accounts through their custodial securities companies on the ex-dividend date [4] Adjustments to Related Parameters - The ex-dividend reference price will be calculated by subtracting the cash dividend per share from the closing price on the day before the ex-dividend date [4] - The conversion price for the company's convertible bonds will be adjusted from 17.74 RMB to 17.48 RMB per share effective from June 23, 2025 [4][5]