Group 1 - The company announced the cancellation of 8,483,257 shares, which represents 0.57% of the total share capital before the cancellation [2] - After the cancellation, the total share capital of the company will change from 1,480,944,683 shares to 1,472,461,426 shares [2] - The cancellation of the repurchased shares has been confirmed by the Shenzhen branch of China Securities Depository and Clearing Corporation Limited, completed on November 20, 2025 [2]

证券代码：301090 证券简称：华润材料 公告编号：2025-063 华润化学材料科技股份有限公司 关于回购股份注销完成暨股份变动公告 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。 经中国证券登记结算有限责任公司深圳分公司确认，本次注销的回购股份数 量为8,483,257股，已回购股份的注销完成日期2025年11月20日。本次回购注销股 份的数量、完成日期、注销期限均符合有关法律法规的规定。 三、回购股份注销完成后股本结构的变动情况 2.经中国证券登记结算有限责任公司深圳分公司确认，公司本次回购股份注 销事项已于2025年11月20日办理完成。 根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第9 号——回购股份》等相关法律法规规定，现就本次回购公司股份注销完成的具体 情况公告如下： 一、回购股份实施情况 公司于2024年10月28日召开第二届董事会第十六次会议，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》，公司以自有资金或自筹资金以 集中竞价交易方式回购公司股份，回购股份价格不超过人民币10.29元/股，回购 资金总额不低 ...

Core Points - The stock price of China Resources Materials has dropped by 5.04% on November 21, currently trading at 7.53 CNY per share, with a total market capitalization of 11.152 billion CNY [1] - The company has experienced a continuous decline for three days, with a cumulative drop of 3.41% during this period [1] Company Overview - China Resources Chemical Materials Technology Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on July 14, 2003, with its listing date on October 26, 2021 [1] - The company's main business involves the research, development, production, and sales of polyester materials and new materials, with revenue composition being 82.77% from polyester products and 17.23% from raw materials and others [1] Shareholder Information - Among the top ten circulating shareholders of China Resources Materials, a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which increased its holdings by 6,100 shares in the third quarter, totaling 2.7227 million shares, representing 0.18% of circulating shares [2] - The estimated floating loss for the fund today is approximately 1.0891 million CNY, with a floating loss of 762,400 CNY during the three-day decline [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a current scale of 76.63 billion CNY, and has achieved a year-to-date return of 24.71% [2]

Group 1 - The core viewpoint of the article is that China Resources Materials (SZ 301090) is actively engaging with investors, highlighting its financial performance and market position [1] - In the fiscal year 2024, the revenue composition of China Resources Materials is predominantly from the polyester industry, accounting for 99.92%, while other segments contribute only 0.08% [1] - As of the report date, the market capitalization of China Resources Materials stands at 11.7 billion yuan [1]

Company Overview - The company is a key business unit of China Resources Group, focusing on new materials and listed on the Shenzhen Stock Exchange in October 2021 [1] - Main products include PET and PETG, with production capacities of 2.1 million tons and 50,000 tons respectively [1] - The company serves global clients, including Coca-Cola and Evian, and is recognized for its "Hualei" brand in the food-grade polyester segment [1] Industry Insights - The polyester bottle industry is experiencing a shift from quantity to quality, driven by an oversupply of 4.17 million tons of new capacity expected in 2024, leading to a 23% year-on-year increase in total domestic capacity [2] - The company is adapting its business strategies in response to market dynamics and industry trends, showing improvement in the first three quarters of 2025 compared to the previous year [2] Production and Capacity Utilization - Polyester bottle production decreased by approximately 10% in the first three quarters of 2025, with capacity utilization below the previous year's levels [2] - Future adjustments to capacity utilization will depend on market conditions, equipment maintenance, and industry self-regulation [2] rPET Business Development - The company has been developing rPET technology since 2018, achieving production of rPET with 25% recycled content and completing tests for 50% recycled content [2] - Expected rPET exports for 2024 are 17,000 tons, primarily to countries like Vietnam and Kazakhstan, with significant year-on-year growth in shipments for the first three quarters of 2025 [2] PETG Business Performance - Sales revenue for PETG products increased by 10.4% in 2024, with gross profit rising by 111.65% [3] - The company has successfully entered the daily chemical packaging market and achieved bulk sales in 3D printing and medical applications [3] International Sales - The company adjusts its domestic and international sales ratios based on processing margins, with approximately 32% of total sales being international in 2024 and 37% for polyester bottle sales in the first three quarters of the current year [3] R&D Focus - Future R&D investments will concentrate on high-output products, including high-recycled content rPET and high-performance PETG [3]

Core Insights - On November 14, China Resources Materials experienced a slight decline of 0.24% with a trading volume of 57.69 million yuan [1] - The company reported a net financing outflow of 825,900 yuan on the same day, indicating a low level of financing activity [1] - As of November 14, the total balance of margin trading for China Resources Materials was 82.13 million yuan, which is relatively low compared to historical levels [1] Financing Summary - On November 14, the financing buy-in amount was 5.87 million yuan, while the financing repayment was 6.70 million yuan, resulting in a net financing buy-in of -825,900 yuan [1] - The current financing balance stands at 82.02 million yuan, accounting for 0.68% of the circulating market value, which is below the 50th percentile level over the past year [1] Securities Lending Summary - On November 14, the company repaid 11,000 shares in securities lending and sold 500 shares, with a selling amount of 4,085 yuan based on the closing price [1] - The remaining amount of securities lent is 13,700 shares, with a balance of 111,900 yuan, which is also below the 10th percentile level over the past year [1] Company Overview - China Resources Chemical Materials Technology Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on July 14, 2003, with its listing date on October 26, 2021 [1] - The company's main business involves the research, production, and sales of polyester materials and new materials, with polyester products accounting for 82.77% of revenue and raw materials and others making up 17.23% [1] Shareholder Information - As of November 10, the number of shareholders for China Resources Materials was 23,200, a decrease of 0.66% from the previous period [2] - The average circulating shares per person increased by 0.66% to 63,671 shares [2] - For the period from January to September 2025, the company reported a revenue of 10.296 billion yuan, a year-on-year decrease of 24.74%, and a net profit attributable to shareholders of -95.28 million yuan, an increase of 62.35% year-on-year [2] Dividend Information - Since its A-share listing, China Resources Materials has distributed a total of 253 million yuan in dividends, with 181 million yuan distributed over the past three years [2] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included new entrants and changes in holdings among various funds, indicating active institutional interest [2]

Group 1 - The company, China Resources Materials (华润材料), announced that as of November 14, it has repurchased a total of 8.4833 million shares, accounting for 0.57% of its total share capital, with a total transaction amount of 60.6611 million yuan [2] - The highest and lowest transaction prices for the repurchased shares were 7.98 yuan per share and 6.25 yuan per share, respectively [2] - The share repurchase plan was approved by the shareholders' meeting in November 2024, with a total repurchase fund not less than 60 million yuan and not exceeding 110 million yuan, and a maximum repurchase price of 10.29 yuan per share [2] Group 2 - The company primarily engages in the production of polyester bottle chips and new materials, achieving an operating revenue of 10.296 billion yuan in the first three quarters [2]

Core Viewpoint - The company has completed its share repurchase plan, indicating a strategic move to enhance shareholder value and reduce registered capital [1] Summary by Relevant Sections Share Repurchase Details - The company repurchased a total of 8,483,257 shares through centralized bidding, which accounts for 0.57% of the total share capital [1] - The highest transaction price was 7.98 yuan per share, while the lowest was 6.25 yuan per share [1] - The total amount spent on the repurchase was 60,661,143.07 yuan, excluding transaction fees [1] Impact on Capital Structure - All repurchased shares will be canceled, leading to a reduction in the company's registered capital [1]

Core Viewpoint - China Resources Materials (301090.SZ) announced a share repurchase plan, indicating a commitment to enhancing shareholder value through buybacks [1] Group 1: Share Repurchase Details - As of November 14, 2025, the company has repurchased a total of 8.4833 million shares, which represents 0.57% of the current total share capital [1] - The highest transaction price for the repurchased shares was 7.98 CNY per share, while the lowest was 6.25 CNY per share [1] - The total amount spent on the share repurchase reached 60.6611 million CNY, excluding transaction fees [1]

华润化学材料科技股份有限公司 关于股份回购结果暨股份变动的公告 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。 华润化学材料科技股份有限公司（以下简称"公司"）于2024年10月28日召 开第二届董事会第十六次会议，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》，公司以自有资金或自筹资金以集中竞价交易方式回购公司股 份，回购股份价格不超过人民币10.29元/股，回购资金总额不低于人民币6,000万 元（含本数）且不超过人民币11,000万元（含本数），回购股份将全部予以注销 并减少注册资本，回购期限为自公司股东大会审议通过回购方案之日起12个月内， 2024年11月14日公司2024年第四次临时股东大会审议通过了该回购方案。具体内 容详见公司于2024年11月19日在巨潮资讯网披露的《关于回购公司股份方案暨取 得金融机构股票回购专项贷款承诺书的公告》（公告编号：2024-055）。 截至2025年11月14日，公司本次回购股份方案期限已经届满，根据《深圳证 券交易所上市公司自律监管指引第9号——回购股份》等相关规定，回购期限届满 或者回购股份已实 ...