Core Viewpoint - Jiangsu Suhao Fashion Group Co., Ltd. plans to reduce its stake in Nanjing Julong (300644.SZ) by selling 3,250,000 shares, which represents 2.94% of the company's total share capital, within a three-month period starting from November 11, 2025 [1] Summary by Category - **Shareholding Information** - Jiangsu Suhao Fashion Group holds 15,624,770 shares in Nanjing Julong, accounting for 14.12% of the total share capital [1] - **Reduction Plan** - The planned reduction of 3,250,000 shares will occur through centralized bidding and block trading methods [1] - The reduction period is set from November 11, 2025, to February 10, 2026 [1]

Group 1 - Jiangsu Suhao Fashion Group Co., Ltd., a shareholder holding 14.12% of Nanjing Julong (300644), plans to reduce its stake by selling 3.25 million shares, which accounts for 2.94% of the company's total share capital [1]

南京聚隆科技股份有限公司 关于持股 5%以上股东减持股份预披露公告 | 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-108 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 江苏苏豪时尚集团股份有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或者重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 江苏苏豪时尚集团股份有限公司持有本公司股份 15,624,770 股（占本公司 总股本比例 14.12%），计划在本公告披露之日起 15 个交易日后的三个月内（2025 年 11 月 11 日—2026 年 2 月 10 日）以集中竞价和大宗交易方式减持本公司股份 3,250,000 股（占本公司总股本比例 2.94%）。 公司于近日收到股东的《股份减持计划告知函》，具体情况如下： 一、股东的基本情况 1、股东名称：江苏苏豪时尚集团股份有限公司 2、股东持股情况 | 股东名称 | 持股数量（股） | 占总股本比例 | 占剔除回购股份比例 | | --- | --- | ...

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

Core Viewpoint - Multiple shareholders across various companies are planning to reduce their stakes, indicating potential shifts in ownership dynamics and investor sentiment in the A-share market [1] Shareholder Reductions - Long光华芯's shareholder Suzhou Yingluo plans to reduce its stake by no more than 1.48% [1] - Suhao Fashion intends to reduce its holdings by no more than 550,000 shares of Nanjing Julong A-shares [1] - China Unicom's structural adjustment fund aims to reduce its stake by no more than 1.20% [1] - Qiangrui Technology's controlling shareholder and its concerted parties plan to reduce their holdings by no more than 3% [1] - Bojun Technology's actual controller Wu Yalin intends to reduce his stake by no more than 2% [1] - *ST Qingyan's shareholder Lihe Venture Capital and its concerted parties plan to reduce their holdings by no more than 2.95% [1] - Wuzhou Xinchun's shareholder Wuzhou Holdings intends to reduce its stake by no more than 2.73% [1] - Donghang Logistics' shareholder Tianjin Ruiyuan plans to reduce its holdings by no more than 15,875,600 shares [1] - Banmi Technology's shareholder Zhong Chao intends to reduce his stake by no more than 840,000 shares [1] - Hengtong Co., Ltd. shareholder Liu Zhendong has completed a reduction of 3% of his holdings [1] - Xinquan Co., Ltd.'s actual controller Tang Zhihua has reduced his stake by 0.99% [1] Other Notable Events - Boche Co., Ltd. has terminated its acquisition of a 55% stake in Canxi, with resumption of trading set for October 13 [1] - *ST Yuancheng is facing a cumulative delisting risk warning [1]

Core Viewpoint - Suhao Fashion announced plans to optimize its asset structure by selling part of its stock holdings in Nanjing Julong, with a maximum of 5.5 million shares to be sold within 12 months from the board's approval date [1] Group 1: Company Actions - The board of Suhao Fashion unanimously approved the proposal to sell part of its stock assets to focus on core business development [1] - The management is authorized to determine the specific timing, trading method, quantity, and price of the sale based on market conditions [1] Group 2: Financial Performance - For the first half of 2025, Suhao Fashion's revenue composition was as follows: 91.44% from merchandise circulation, 6.23% from clothing processing, 1.55% from other businesses, and 0.77% from chemical warehousing [1] - As of the report date, Suhao Fashion's market capitalization stood at 2.5 billion yuan [1]

Group 1 - The core point of the article is that Suhao Fashion (600287.SH) has decided to sell part of its stock assets to optimize its asset structure and focus on its main business development [1] - The company will sell up to 5.5 million shares of Nanjing Julong A-shares, with the sale period set for 12 months from the board's approval date [1] - The management is authorized to determine the specific timing, trading method, quantity, and price of the sale based on market conditions [1]

格隆汇10月9日丨南京聚隆(300644.SZ)公布，截至2025年9月30日，公司通过股份回购专用证券账户以 集中竞价交易方式回购公司股份1,263,000股，占公司目前总股本的1.14%，最高成交价为25.79元/股， 最低成交价为18.00元/股，支付的总金额29,579,027.23元（含交易费用）。本次回购符合公司回购股份 方案及相关法律法规的要求。 ...

Core Viewpoint - Nanjing Julong reported a decrease in shareholder accounts and a decline in stock price, despite showing significant revenue and profit growth in the first half of the year [2] Group 1: Shareholder and Stock Performance - As of September 30, the number of shareholders for Nanjing Julong was 20,843, a decrease of 1,390 accounts from the previous period, representing a decline of 6.25% [2] - The closing price of Nanjing Julong was 35.22 yuan, down 1.12%, with a cumulative decline of 1.95% since the concentration of shares began [2] - The stock experienced 4 days of increases and 4 days of decreases during the reporting period [2] Group 2: Financial Performance - In the first half of the year, Nanjing Julong achieved operating revenue of 1.257 billion yuan, an increase of 25.75% year-on-year [2] - The net profit for the same period was 57.3644 million yuan, reflecting a year-on-year growth of 40.73% [2] - The basic earnings per share were 0.5310 yuan, with a weighted average return on equity of 5.87% [2]

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-107 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 南京聚隆科技股份有限公司（以下简称"公司"）于 2025 年 1 月 13 日召 开的第六届董事会第五次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用资金总额不低于人民币 2,000 万元（含） 且不超过人民币 4,000 万元（含）的自有资金及股票回购专项贷款资金以集中 竞价交易方式回购公司股份，用于员工持股计划或股权激励。回购股份价格不 超过人民币 32 元/股（含），实施期限为自公司第六届董事会第五次会议审议 通过本次回购股份方案之日起不超过 12 个月。具体内容详见公司于 2025 年 1 月 15 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《回购报告书》 （2025-006）。 1、公司未在下列期间回购 ...