Group 1 - Ningde Times participated in the completion of the Zeyuan Fund, with a total scale of 10.128 billion yuan, increasing by 50.42% from the previous announcement [3] - Zhongjin Gold's controlling shareholder plans to inject four companies into the company to resolve competition issues, including acquiring stakes in Inner Mongolia Jintao and others [4][5] - Keli Yuan plans to invest an additional 500 million yuan in a storage industry fund, increasing its total investment to 700 million yuan [6] Group 2 - China Shenhua intends to acquire 7.43% of the National Energy Group Financial Company for 2.929 billion yuan, which is expected to increase its net profit by 97 million yuan [7] - Weir Shares plans to issue H-shares and list on the Hong Kong Stock Exchange [8] - Hualan Shares is establishing a joint venture for Tibetan medicinal baths and plaster products, with a registered capital of 7 million yuan [15] Group 3 - Yunnan Copper plans to acquire 40% of Liangshan Mining through a share issuance, with the stock resuming trading on May 26 [10] - Ruishun Technology's subsidiary plans to establish a joint venture in Malaysia to provide automation solutions [11] - ST Quanwei's stock will be subject to additional risk warnings due to ongoing litigation involving a subsidiary [12] Group 4 - Hengfeng Information's controlling shareholder has terminated the agreement to transfer part of the company's shares, with no impact on control [13] - Huadian Technology's subsidiary has not yet commenced substantial construction on a polyurethane new materials project [14] - ST Yinjian will remove the delisting risk warning and some other risk warnings, changing its stock name [38] Group 5 - China Tonghao won approximately 3.789 billion yuan in contracts in the rail transit market from March to April [39] - Intercontinental Oil and Gas plans to invest about 848 million USD in the Iraq South Basra project [40][41] - Jiaying Pharmaceutical's subsidiary signed a contract for the development of a traditional Chinese medicine innovation project [42] Group 6 - Ruidong Intelligent signed a strategic cooperation agreement with Shunde Vocational and Technical College to enhance collaboration in technology [43] - Jiaojian Co. won a bid for a drainage project worth 225 million yuan [44] - Hengshun Vinegar's controlling shareholder plans to increase its stake in the company by 50 to 100 million yuan [45]

Mergers and Acquisitions - Zhongjin Gold plans to acquire 49.34% stake in Inner Mongolia Jintao and 80% stake in Hebei Dabaiyang Gold Mine, along with 70% stakes in Liaoning Tianli and Liaoning Jinfeng Gold Mining, to resolve industry competition issues [1] - Dike Co. intends to acquire 60% stake in Zhejiang Sote for 696 million yuan, gaining control over the Solamet photovoltaic silver paste business [2] - China Shenhua plans to acquire 7.43% stake in its financial subsidiary for 2.929 billion yuan, changing the ownership structure to 60% for State Energy Investment Group and 40% for China Shenhua [3] Shareholding Changes - New Light Pharmaceutical's major shareholder plans to reduce its stake by up to 3%, equating to a maximum of 4.8 million shares [4] - Xingfa Group's supervisor increased his shareholding by 15,000 shares, amounting to 311,500 yuan, representing 0.0014% of the total shares [5] - Changhua Group's shareholders plan to reduce their holdings by up to 3%, totaling a maximum of 14.1 million shares [6] Risk Matters - ST Quanwei's stock will face additional risk warnings due to a lawsuit involving a guarantee amounting to 10.0126 million yuan, which exceeds 5% of the company's latest audited net assets [7] - Jinhua Co.'s chairman is under investigation for alleged violations related to shareholding disclosure, but this will not affect the company's daily operations [8]

证券代码：300716 证券简称：ST泉为 公告编号：2025-037 广东泉为科技股份有限公司 二、叠加实施其他风险警示的适用情形 2023 年 12 月 26 日，公司控股子公司安徽泉为绿能新能源科技有限公司（以下简 称安徽泉为）同意就"3GW 高效 HJT 光伏电池片、5GW 高效 HJT 伏组件及 1GW 硅片 产业化项目"自愿为安徽汇祥建安建设工程有限公司泗县分公司（土建总包供应商） 与泗县三鼎新型建材有限公司的《混凝土采购合同》提供担保，目前担保余额 1001.26 万元， 担保类型为连带责任担保。 该担保合同公章使用未依据公司《印章管理制度》 进行审批、未经公司董事会或股东大会审议且公司未对外履行信息披露义务，属于违 关于公司股票被叠加实施其他风险警示的公告 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。 重大提风险示： 1、本次叠加其他风险警示，公司股票不停牌。 2、截至 2025 年5月23日，公司控股子公司安徽泉为绿能新能源科技有限公司违规 担保事项涉及的诉讼处于等待二审开庭前阶段，目前担保余额1001.26万元，占公司最 近一期经审计净资 ...

Core Viewpoint - The company is currently facing significant financial challenges and is in the process of restructuring and optimizing its operations to ensure sustainability and growth in the photovoltaic industry [4][5][6]. Group 1: Company Operations and Financial Status - The company is in the preliminary planning stage for a major asset sale, with further details to be disclosed in accordance with legal and regulatory requirements [2]. - The company is actively working to control its debt levels and optimize its debt structure while continuing to focus on the photovoltaic sector and exploring other business growth opportunities [5]. - The company has been issued a risk warning for its stock due to negative net profit figures, but it does not currently face any immediate delisting risks [4][6]. Group 2: Management and Governance - The company is in the process of recruiting new independent directors and a board secretary following the departure of some board members due to personal reasons [3]. - The company has confirmed that its current management, including the general manager, remains in place despite rumors of potential resignations [9]. Group 3: Strategic Direction and Technology - The company is committed to green development and is focusing on advancing its photovoltaic technology, particularly in heterojunction technology and cost-reduction techniques [4][13]. - The company has established a competitive advantage through its high-efficiency heterojunction technology and plans to expand its market presence internationally, with 45% of its revenue coming from overseas in 2024 [13]. Group 4: Shareholder and Market Engagement - The company acknowledges the low number of shareholders and the impact of its financial performance on investor confidence, emphasizing its commitment to improving future growth prospects [5][6]. - The company is actively engaging with investors and has maintained a 100% response rate to inquiries during its recent performance briefing [1].

Group 1: Company Strategy and Technology - The company focuses on high-efficiency heterojunction (HJT) technology, with the "Whale" series HJT modules achieving a maximum power of 752.3W in laboratory tests [1] - The company is also developing perovskite tandem technology, with laboratory efficiency reaching 26% and a target for mass production efficiency above 30% [1] - The "Whale" series is designed for diverse applications, including offshore photovoltaic and high-salinity environments, certified by TÜV [2] Group 2: Financial Performance and Market Position - In 2024, overseas revenue accounted for 45%, with projects in Switzerland, Germany, and India, and plans to expand into the Middle East, Africa, and Asia-Pacific [2] - The company has established a quality control system covering the entire lifecycle, offering a 25-year product quality guarantee and a 30-year power warranty, with a good product rate of 99.3% [2] - The company reported a significant financial challenge, with a negative net profit for 2024, leading to a warning of potential delisting by April 30, 2025 [10] Group 3: Corporate Governance and Investor Relations - The company has faced scrutiny regarding its capital increase plan, which has not been clearly terminated or postponed, raising concerns about compliance with disclosure rules [3] - The company is currently addressing issues related to non-compliance with internal controls and has not yet been investigated by the regulatory authority [6] - The company reassured investors that it is actively seeking solutions to alleviate temporary financial pressures and maintain employee salaries [4] Group 4: Future Outlook and Development Plans - The company is committed to green development and expanding its photovoltaic business, focusing on HJT technology and exploring cost-reduction and efficiency-enhancing technologies [10] - The company is also considering other business growth points, including EPC services, to improve its operational sustainability [10] - The company plans to continue its major research projects, including the perovskite tandem silicon photovoltaic cell project, as scheduled [9]

证券代码：300716 证券简称：ST 泉为 公告编号：2025-03 6 广东泉为科技股份有限公司 关于控股子公司部分借款到期的公告 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。 一、未能清偿到期债务的基本情况 2024 年 5 月 8 日，广东泉为科技股份有限公司(以下简称"公司")、枣庄科立产业 投资合伙企业（以下简称"枣庄科立"）以及公司控股子公司泉为未来新能源技术开发 （安徽）有限公司（以下简称"泉为未来"）与安徽泗县农村商业银行股份有限公司（以 下简称"泗县农村商业银行"）签署《流动资金借款合同》《保证合同》，约定泉为未 来向泗县农村商业银行借款人民币 950 万元，由公司及枣庄科立、泗县中小企业融资 担保有限责任公司提供连带责任担保，具体内容详见公司于 2025 年 4 月 29 日在巨潮 资讯网（www.cninfo.com.cn）披露的《2024 年年度报告》。 泉为未来上述借款于 2025 年 5 月 7 日到期，未清偿债务余额为 950 万元。自前述 借款到期日起，公司积极与债权人沟通，争取展期，续借。截至本公告日，公司未能 与债权人达 ...

关于筹划重大资产出售暨关联交易的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 证券代码：300716 证券简称：ST泉为 公告编号：2025-035 广东泉为科技股份有限公司 特别提示： 1、本次交易尚处于初步筹划阶段，具体交易方案仍需进一步论证和协商，并需按 照相关法律、法规及公司章程的规定履行必要的决策和审批程序。 2、根据《深圳证券交易所创业板股票上市规则》的规定，本次交易构成关联交易。 3、本次交易不构成重组上市，不会导致公司实际控制人发生变更。 一、本次交易概述 广东泉为科技股份有限公司（以下简称"公司"）及安徽泉为绿能新能源科技有 限公司（以下简称"安徽泉为"）其他股东拟向上海赢古资产管理有限公司（以下简 称"赢古资产"）出售合计持有的安徽泉为100%股权（以下简称"本次交易"）， 各方已签署《安徽泉为绿能新能源科技有限公司股权转让框架协议》。 公司于2025年4月14日披露了《关于筹划重大资产出售暨关联交易的提示性公告》 （公告编号2025-007），对本次交易涉及的相关事项进行了详细说明。 二、本次交易的进展情况 自《关于筹划重大资 ...

证券代码：300716 证券简称：ST泉为 公告编号：2025-034 广东泉为科技股份有限公司 关于独立董事辞职的公告 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。 广东泉为科技股份有限公司（以下简称"公司"）董事会于近日收到公司独立董事邹 育飞先生的书面辞职报告，邹育飞先生因个人职业规划原因申请辞去公司第四届董事会独 立董事及审计委员会主任委员职务。辞职后，邹育飞先生不再担任公司任何职务。 邹育飞先生原定任期至公司第四届董事会届满之日止。截至本公告披露日，邹育飞先 生未持有公司股份，其配偶及其他关联人也未持有公司股份，且不存在应当履行而未履行 的承诺事项。 鉴于邹育飞先生辞职后，将导致公司独立董事人数少于董事会成员人数的三分之一， 根据《公司法》《上市公司独立董事管理办法》和《公司章程》等有关规定，邹育飞先生 的辞职报告将在公司股东大会选举产生新任独立董事后生效，在此之前，邹育飞先生仍将 继续履行独立董事及董事会审计委员会的相关职责。 邹育飞先生在担任公司独立董事期间勤勉尽责、恪尽职守，公司及董事会对其为公司 作出的贡献表示衷心的感谢！ 特此公告。 广东 ...

特此公告！ 证券代码：300716 证券简称：ST泉为 公告编号：2025-033 广东泉为科技股份有限公司 截至本公告日，杨洁女士未持有公司股份，亦不存在应当履行而未履行的承诺 事项。其在任职期间恪尽职守、勤勉尽责，公司及公司董事会对其在任职期间为公 司发展所做出的贡献表示衷心感谢。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律 监管指引第 2 号——创业板上市公司规范运作》等相关规定，公司将尽快聘任符合 任职资格的人员担任证券事务代表。 关于证券事务代表辞职的公告 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。 广东泉为科技股份有限公司（以下简称"公司"）董事会于近日收到证券事务代 表杨洁女士提交的书面辞职报告，其因个人原因申请辞去公司证券事务代表职务， 其辞职不会影响公司相关工作的正常开展。辞职后，杨洁女士不再担任公司任何职 务，辞职报告自送达董事会之日起生效。 广东泉为科技股份有限公司董事会 2025年5月9日 ...

Investment Rating - The report does not explicitly state an investment rating for the chemical industry, but it provides detailed insights into market performance and trends, indicating a cautious outlook for certain segments [2][11]. Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with various sub-sectors experiencing different levels of performance [11][16]. - The apparent consumption of methanol in China has surpassed 100 million tons for the first time, indicating significant growth in demand [2]. - The report highlights a notable increase in the prices of key chemical products, particularly trichloroethylene, which rose by 16.28% due to supply constraints and strong demand in the refrigerant market [24][25]. Market Overview - Major indices in April 2025 showed declines: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, and ChiNext Index -7.40% [11]. - Among the basic chemical sub-sectors, the rubber and products segment saw a significant decline of 13.52%, while daily chemicals and inorganic salts experienced growth of 8.56% and 4.37%, respectively [16][20]. Product Price Movements - The top ten products with price increases included trichloroethylene (16.28%), ammonium sulfate (12.20%), and H acid (10.96%) [24][30]. - Conversely, the products with the largest price declines included TMA (-28.26%), bromine (-24.14%), and vitamin A (-18.07%) [30][32]. Company Performance - In April 2025, 221 basic chemical companies reported positive returns, while 319 companies experienced negative returns [20]. - The top-performing companies included United Chemical with a 159.09% increase and Hongbaoli with a 104.27% increase in stock price [21][22]. Industry Trends - The report notes that the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan in the first quarter, reflecting a slight decline of 0.4% year-on-year [34]. - Shandong province is focusing on enhancing its chemical industry advantages, with significant growth in the number of large-scale chemical enterprises and revenue generation [34].