PEEK材料早盘走强，新瀚新材涨超16%，凯盛新材涨超12%，中欣氟材涨停封板，南京聚隆、普利特 跟涨。 ...

（文章来源：证券日报） 证券日报网讯凯盛新材8月5日在互动平台回答投资者提问时表示，截至2025年7月31日公司股东人数为 24279户。 ...

Core Viewpoint - The article discusses the equity change involving Huabang Life Health Co., Ltd. and Shandong Kaisheng New Materials Co., Ltd., highlighting a passive dilution and inquiry transfer of shares, which will not affect the control or governance structure of the company [3][12]. Group 1: Equity Change Details - The equity change involves Huabang Life Health Co., Ltd. reducing its stake in Shandong Kaisheng New Materials from 44.51% to 39.75% through a transfer of 20,000,000 shares at a price of 13.69 yuan per share, totaling 273,800,000 yuan [3][4][10]. - The transfer was conducted as a non-public inquiry transfer and does not trigger a mandatory tender offer [3][12]. - The inquiry transfer was completed on July 22, 2025, and the shares transferred represent 4.75% of the total share capital of the company [4][5]. Group 2: Transfer Process and Participants - The inquiry transfer was organized by CITIC Securities, which facilitated the process and ensured compliance with relevant regulations [4][11]. - A total of 13 institutional investors participated in the inquiry transfer, none of whom held shares prior to the transfer [7][10]. - The inquiry process involved sending invitations to 418 institutional investors, with 16 valid bids received during the specified time frame [8][10]. Group 3: Regulatory Compliance - The transfer process adhered to the principles of fairness and compliance with the current securities market regulations [11][12]. - The company will continue to fulfill its disclosure obligations and comply with relevant laws and regulations regarding shareholder equity changes [15].

股东询价转让结果报告书暨持股 5%以上股东持有权益变动触及 5%整数倍的提示性公告 股东华邦生命健康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、误导性陈述或重大遗漏。 | 证券代码：301069 | 证券简称：凯盛新材 | 公告编号：2025-037 | | --- | --- | --- | | 债券代码：123233 | 债券简称：凯盛转债 | | 山东凯盛新材料股份有限公司 5、截至本公告披露日，上述询价转让已实施完毕。 公司于 2025 年 7 月 22 日收到持股 5%以上股东华邦健康出具的《简式权益 变动报告书》。现将具体情况公告如下： 1 一、出让方情况 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。 重要内容提示： 1、本次权益变动主体为持有山东凯盛新材料股份有限公司（以下简称"凯 盛新材"、"上市公司"或"公司"）5%以上股份的股东华邦生命健康股份有 限公司（以下简称"华邦健康"或"出让方"）。本次权益变动方式为被动稀释、 询价转让，本次权益变动后，出让方拥有权益的股份占公司总股本的比例由 44.51% 下降至 39.75%（以下简称"本次权益 ...

中信证券股份有限公司 关于山东凯盛新材料股份有限公司 股东向特定机构投资者询价转让股份的核查报告 一、本次询价转让概况 （一）本次询价转让方 中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任华邦 生命健康股份有限公司（以下简称"华邦健康"或"转让方"）以向特定机构投资者询 价转让（以下简称"询价转让"）方式减持所持有的山东凯盛新材料股份有限公司（以 下简称"公司"或"凯盛新材"）首次公开发行前已发行股份的组织券商。 经核查，中信证券就本次询价转让的股东、转让方是否符合《深圳证券交易所上市 公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让股份（2025 年 修订）》（以下简称"《询价转让和配售指引》"）要求，本次询价转让的询价、转让过程 与结果是否公平、公正，是否符合《询价转让和配售指引》的规定作出如下报告说明。 截至 2025 年 7 月 16 日，转让方所持公司首发前股份的数量及占公司总股本比例情 况如下： | 序号 | 股东名称 | 持股数量（股） | 持股比例 | | | --- | --- | --- | --- | --- | | 1 | 华邦健康 | 187 ...

简式权益变动报告书签署日期：2025 年 7 月 22 日 股票简称：凯盛新材 股票代码：301069 山东凯盛新材料股份有限公司 简式权益变动报告书 上市公司名称：山东凯盛新材料股份有限公司 股票上市地点：深圳证券交易所 信息披露义务人：华邦生命健康股份有限公司 住所及通讯地址：重庆市渝北区人和星光大道 69 号 股份变动性质：由于可转换公司债券转股导致持股比例被动稀释，股东华邦 生命健康股份有限公司通过询价转让方式转让股份 | 信息披露义务人声明 | 1 | | --- | --- | | 第一节 | 释义 3 | | 第二节 | 信息披露义务人介绍 4 | | 第三节 | 权益变动的目的及持股计划 6 | | 第四节 | 权益变动方式 7 | | 第五节 | 前六个月内买卖上市公司股份的情况 9 | | 第六节 | 其他重要事项 10 | | 第七节 | 备查文件 12 | 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称《" 证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公司信 息披露内容与格式准则第 15 号——权益变动报告书》 ...

Group 1 - The initial transfer price determined through institutional investor inquiries is set at 13.69 yuan per share [1][2] - A total of 16 institutional investors participated in the inquiry transfer, including fund management companies, securities firms, private fund managers, and qualified foreign investors [1] - The total number of shares to be transferred is 20,000,000, with 13 institutional investors identified as the preliminary transferees [1] Group 2 - The inquiry transfer does not involve a change in company control and will not affect the company's governance structure or ongoing operations [2] - The shares acquired through the inquiry transfer cannot be transferred by the transferees within six months after the acquisition [2]

Core Viewpoint - The company Kaisheng New Materials (301069) has announced a preliminary inquiry transfer price of 13.69 yuan per share based on the inquiry subscription situation as of July 17, 2025 [1] Group 1: Share Transfer Details - The total number of shares to be transferred in this inquiry transfer is 20 million shares [1] - A total of 16 institutional investors participated in the bidding process, with 13 institutional investors preliminarily determined as the transferees [1] - The inquiry transfer will not be conducted through centralized bidding or block trading, and it does not fall under the category of secondary market reduction [1] Group 2: Transfer Restrictions - The transferee is prohibited from transferring the shares acquired through the inquiry transfer for a period of 6 months after the acquisition [1]

| 证券代码：301069 | 证券简称：凯盛新材 公告编号：2025-036 | | --- | --- | | 转债代码：123233 | 转债简称：凯盛转债 | 山东凯盛新材料股份有限公司 股东询价转让定价情况提示性公告 根据2025年7月17日询价申购情况，初步确定的本次询价转让价格为13.69元/ 股； 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级市 场减持。受让方通过询价转让受让的股份，在受让后6个月内不得转让。 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 深圳分公司最终办理结果为准。 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为13.69元/股。 （二）参与本次询价转让报价的机构投资者家数为16家，涵盖了基金管理公 司、证券公司、私募基金管理人、合格境外投资者等专业机构投资者。 （三）本次询价转让拟转让股份已获全额认购，初步确定受让方为13名机构 投资者，拟受让股份总数为20,000,000股。 二、相关风险提示 1 股东华邦生命健康股份有限公司（以下 ...

Core Viewpoint - The company Kaisheng New Materials (301069.SZ) is planning a shareholder inquiry transfer of 20 million shares, representing 4.75% of its total share capital, primarily due to the financial needs of its major shareholder, Huabang Health (002004) [1][2]. Group 1: Shareholder Transfer Details - The total number of shares to be transferred by Huabang Health is 20,000,000, which constitutes 4.75% of Kaisheng New Materials' total share capital and 10.68% of Huabang Health's holdings [2]. - The transfer will not occur through centralized bidding or block trading, and the acquiring party must be an institutional investor with appropriate pricing and risk-bearing capabilities [2]. Group 2: Company Financials and Fundraising - Kaisheng New Materials raised a total of 310.20 million yuan from its initial public offering (IPO) in 2021, with a net amount of 281.89 million yuan, which was 26.81 million yuan less than originally planned [3]. - The company intended to raise 550 million yuan for various projects, including the expansion of a 20,000-ton aromatic polymer monomer facility and a 2,000-ton/year polyether ketone resin project [3]. - The total fundraising amount from two rounds of financing is 960.20 million yuan [5]. Group 3: Convertible Bond Issuance - Kaisheng New Materials has been approved to publicly issue convertible bonds totaling 650 million yuan, with each bond having a face value of 100 yuan [4]. - As of December 5, 2023, the company had issued 6.5 million convertible bonds, and the actual funds received amounted to approximately 639.73 million yuan after deducting underwriting fees [4].