Market Overview - The chemical raw materials sector increased by 1.85% on August 20, with Jinniu Chemical leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Stock Performance - Jinniu Chemical (600722) closed at 6.80, rising by 10.03% with a trading volume of 1.0539 million shares and a transaction value of 685 million [1] - Other notable performers included: - Zhongyida (600610) at 13.94, up 5.37% [1] - ST Yatai (000691) at 7.67, up 5.07% [1] - Huiyun Titanium Industry (300891) at 11.06, up 4.83% [1] - Jiangtian Chemical (300927) at 28.95, up 3.28% [1] Capital Flow - The chemical raw materials sector saw a net inflow of 188 million from main funds, while retail investors experienced a net outflow of 125 million [1] - Specific stock capital flows included: - Zhongyida with a main fund net inflow of 104 million [2] - Jinniu Chemical with a main fund net inflow of 85.88 million [2] - Huiyun Titanium Industry with a main fund net inflow of 11.81 million [2]

人民财讯8月20日电，钛金属概念大涨，东方锆业（002167）涨停，惠云钛业（300891）涨逾8%，金浦 钛业（000545）涨近5%，金天钛业、安纳达（002136）等涨幅居前。 ...

Market Overview - On August 18, the chemical raw materials sector rose by 0.37% compared to the previous trading day, with Kaisheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Performers - Kaisheng New Materials (301069) closed at 25.59, up 6.27% with a trading volume of 541,300 shares and a transaction value of 1.332 billion yuan [1] - Zhenhua Co., Ltd. (603067) closed at 18.00, up 6.19% with a trading volume of 328,400 shares [1] - Shanshui Technology (301190) closed at 26.00, up 5.43% with a trading volume of 68,600 shares [1] Underperformers - Jinfeng Titanium Industry (000545) closed at 3.18, down 5.07% with a trading volume of 1,611,100 shares and a transaction value of 515 million yuan [2] - Sanyou Chemical (600409) closed at 5.71, down 1.38% with a trading volume of 266,600 shares [2] - Jineng Technology (603113) closed at 7.97, down 1.36% with a trading volume of 252,600 shares [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 263 million yuan from main funds, while speculative funds saw a net inflow of 386 million yuan, and retail investors had a net outflow of 123 million yuan [2] - Notable capital inflows included Huayi Group (600623) with a net inflow of 51.48 million yuan from main funds [3] - Zhenhua Co., Ltd. (603067) also saw a significant net inflow of 43.01 million yuan from main funds [3]

Core Viewpoint - The announcement from Huiyun Titanium Industry indicates that US Wanbang has reduced its shareholding in the company, impacting the ownership structure and shareholding percentages of the controlling shareholder, Zhong Zhengguang [1][4][6]. Shareholding Reduction Summary - US Wanbang reduced its holdings by 4,200 shares on August 11, 2025, accounting for 0.0010% of the company's total share capital and 0.0011% after excluding repurchased shares [1][3]. - From February 25, 2025, to August 11, 2025, US Wanbang cumulatively reduced its holdings by 9,277,078 shares, representing 2.3192% of the total share capital and 2.3346% after excluding repurchased shares [1][4]. - The total cash raised from the share reductions over six months is estimated to be between 79.43 million yuan and 82.22 million yuan [4]. Detailed Reduction Breakdown - Between February 25 and March 7, 2025, US Wanbang sold 3,159,978 shares at prices ranging from 8.57 to 9.10 yuan per share, raising approximately 27.08 million to 28.76 million yuan [2][5]. - From March 10 to March 25, 2025, US Wanbang sold 4,312,900 shares, with 813,600 shares sold at prices between 8.93 and 10.3 yuan per share, and 3,499,300 shares sold at 8.50 yuan per share, raising approximately 29.74 million yuan [2][5]. - On March 27, 2025, US Wanbang sold 1,800,000 shares at 8.50 yuan per share, raising approximately 15.30 million yuan [2][5]. Ownership Structure Changes - Following the share reductions, Zhong Zhengguang and US Wanbang's combined shareholding percentage decreased from 42.3192% to 39.9999% of the total share capital [1][4][6]. - As of the latest announcement, the total share capital of the company is 400,007,920 shares, with 397,366,236 shares after excluding repurchased shares [1][4].

广东惠云钛业股份有限公司 简式权益变动报告书 上市公司名称：广东惠云钛业股份有限公司 股票上市地点：深圳证券交易所 股票简称：惠云钛业 股票代码：300891 信息披露义务人一：钟镇光 性别：男 国籍：中国香港，拥有中国香港永久居留权 证件号码：H0063**** 住所：中国香港 通讯地址：广东省云浮市云城区******** 在公司任职情况：董事长 钟镇光先生为公司的控股股东、实际控制人 信息披露义务人二：美国万邦有限公司 注册证号：593746 商业登记证号：20856841 注册地址：香港新界荃湾德士古道220-248号荃湾工业中心1307室 通讯地址：香港新界荃湾德士古道220-248号荃湾工业中心1307室 股份变动性质：股份减持、持股比例被动稀释 签署日期：2025年8月12日 1 2 三、依据公司法、证券法、收购办法、准则15号的规定，本报告书已全面 披露了信息披露义务人在广东惠云钛业股份有限公司中拥有权益的股份变动情 况； 四、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广东惠云钛业股份有限公司中拥有 权益的股份； 信息披露义务人声明 一、 ...

| 证券代码：300891 | 证券简称：惠云钛业 | 公告编号：2025-056 | | --- | --- | --- | | 债券代码：123168 | 债券简称：惠云转债 | | 关于控股股东、实际控制人的一致行动人股份变动触及5% 整数倍暨披露简式权益变动报告书的提示性公告 控股股东、实际控制人钟镇光及一致行动人美国万邦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： 1、本次权益变动系广东惠云钛业股份有限公司（以下简称"公司"或"惠云 钛业"）控股股东、实际控制人钟镇光和一致行动人美国万邦有限公司（以下简 称"美国万邦"）在此前披露的减持股份计划内主动减持及股权比例被动稀释等 原因导致，不触及要约收购； 2、本次股份变动不会导致公司控股股东、实际控制人发生变化，不会对公 司治理结构、财务状况和持续经营产生重大影响。 3、本次权益变动后，钟镇光先生及其一致行动人美国万邦合计持有公司股 份占公司总股本的比例由42.3192%减少至39.9999%，股东权益变动触及5%的 整数倍。 ...

证券之星消息，8月12日化学原料板块较上一交易日上涨0.05%，大洋生物领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 003017 | 大洋生物 | 34.87 | 10.00% | 7.58万 | | 2.58亿 | | 000818 | 航锦科技 | 22.87 | 4.24% | 75.80万 | | 17.15 Z | | 600075 | 新疆天业 | 4.86 | 2.53% | 117.43万 | | 5.62亿 | | 920489 | 佳先股份 | 23.30 | 1.97% | 8.66万 | | 2.04亿 | | 000683 | 博源化工 | 5.90 | 1.72% | 81.28万 | | 4.76亿 | | 663299 | 示盐井神 | 10.98 | 1.48% | 8.35万 | | 9129.13万 | | ...

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，云浮市惠云环保科技有限公司成立，法定代表人为董 林辉，注册资本500万元，经营范围包含：一般项目：生态环境材料制造；生态环境材料销售；水环境 污染防治服务；水质污染物监测及检测仪器仪表制造；水质污染物监测及检测仪器仪表销售；环境保护 专用设备制造；环境保护专用设备销售；污水处理及其再生利用；工程和技术研究和试验发展；水污染 治理；专用化学产品制造(不含危险化学品)；专用化学产品销售(不含危险化学品)；技术服务、技术开 发、技术咨询、技术交流、技术转让、技术推广；环保咨询服务；电池制造；电池销售。(除依法须经 批准的项目外，凭营业执照依法自主开展经营活动)。天眼查APP股权穿透显示，该公司由惠云钛业、 深圳市丰川净水技术有限公司共同持股。 ...

Core Viewpoint - The company Huayun Titanium Industry (300891.SZ) announced a share reduction plan by its controlling shareholder and actual controller, which will not affect the company's control or governance structure [1][4]. Share Reduction Plan - The controlling shareholder, Zhong Zhengguang, and the associated party, American Wanbang, plan to reduce their holdings by up to 11,920,900 shares, representing 2.9802% of the total share capital [1]. - The reduction will occur within three months after a 15-trading-day period following the announcement, using both centralized bidding and block trading methods [2]. Breakdown of Share Reduction - Of the total planned reduction, up to 3,973,662 shares will be sold through centralized bidding, with Zhong Zhengguang reducing up to 1,402,900 shares and American Wanbang up to 2,570,762 shares [2]. - American Wanbang will also reduce up to 7,947,238 shares through block trading [2]. Purpose and Source of Shares - The reason for the share reduction is for personal financial arrangements, and the shares being sold were acquired before the company's initial public offering (IPO) [3]. Impact on Company Control - The planned share reduction will not lead to a change in the company's control or affect its governance structure and ongoing operations [4]. Historical Context - Huayun Titanium Industry was listed on the Shenzhen Stock Exchange on September 17, 2020, with an IPO of 10 million shares at a price of 3.64 yuan per share, raising a total of 364 million yuan [5][6]. - The company has raised a total of 850 million yuan through its IPO and convertible bond issuance [8]. Financial Performance - The company's net profit for 2021 was the highest to date, with net profits from 2016 to 2024 showing fluctuations, including a net profit of 0.14 billion yuan in 2024 [8]. - The company's total revenue for the year ending December 31, 2024, was reported at 1.66 billion yuan [9].

1. 艾罗能源(688717.SH)：公司及多名董监高因个人资金需求，计划在15个交易日后3个月内通过集中竞价或大宗交易方式减持股 份，减持数量不超过公司总股本的0.78%。 2. 奥普光电(002338.SZ)：控股股东长春光机所计划在15个交易日后90日内，以集中竞价方式减持公司股份不超过240万股，占公 司总股本的1%。 3. 铂科新材(300811.SZ)：股东铂科天成及其一致行动人合计减持1.01%股份，减持计划实施完毕，同时股东梅建军合计减持8134 股，占总股本的0.0476%。 4. 博迁新材(605376.SH)：股东新辉投资计划在15个交易日后3个月内通过大宗交易减持公司股份不超过261.6万股，占公司总股本 的1%。 5. 博盈特焊(301468.SZ)：股东前海股权基金和中原前海基金减持计划实施完成，合计减持394.48万股，占公司总股本的2.99%。 6. 测绘股份(300826.SZ)：高级管理人员刘键计划在15个交易日后3个月内通过集中竞价方式减持公司股份不超过5万股，占公司总 股本的0.03%。 13. 红宝丽(002165.SZ)：控股股东宝源投资及实际控制人芮敬功计划在15 ...