Company Overview - Longhua New Materials closed at 11.84 yuan on July 31, experiencing a decrease of 0.33 yuan, which is a drop of 2.71% from the previous trading day [1] - The trading volume on that day was 94,525 hands, with a total transaction amount of 113 million yuan [1] Business Operations - The company specializes in the research, development, production, and sales of polyether polyol series products, which are widely used in the automotive, home appliance, and construction industries [1] - Longhua New Materials is located in Shandong Province and operates within the chemical raw materials industry [1] Financial Developments - The wholly-owned subsidiary, Shandong Longhua Polymer Materials Co., Ltd., has increased its registered capital from 300 million yuan to 600 million yuan, with the business registration change completed [1] - This capital increase is expected to support the subsidiary's business development [1] Market Activity - On July 31, the net outflow of main funds was 17.55 million yuan, accounting for 0.57% of the circulating market value [1]

Core Viewpoint - Shandong Longhua New Materials Co., Ltd. has increased the registered capital of its wholly-owned subsidiary, Shandong Longhua High Polymer Materials Co., Ltd., from RMB 300 million to RMB 600 million to support its business development needs [1]. Group 1: Capital Increase Details - The company has invested RMB 300 million in its subsidiary, resulting in an increase in registered capital from RMB 300 million to RMB 600 million [1]. - The capital increase does not constitute a related party transaction or a major asset restructuring as defined by relevant regulations [1]. Group 2: Business Registration Changes - The business registration changes were completed on July 30, 2025, with the new business license issued by the Administrative Approval Service Bureau of Gaoqing County [1]. - The updated business registration details include: - Name: Shandong Longhua High Polymer Materials Co., Ltd. - Unified Social Credit Code: 91370322MA7L4G629L - Type: Limited liability company (wholly owned by a legal entity) - Legal Representative: Zhang Ping - Registered Capital: RMB 600 million - Established Date: March 22, 2022 - Address: 289 Zhi Mai He Road, Gaoqing County, Shandong Province [1]. Group 3: Impact of Capital Increase - The capital increase is aimed at meeting the daily funding needs of the subsidiary and advancing the polyamide resin project, promoting sustainable development and healthy operations [1]. - Following the capital increase, Longhua High Polymer remains a wholly-owned subsidiary, with no changes to the company's consolidated financial statements or overall financial and operational status [1].

证券日报网讯 7月31日，隆华新材发布公告称，公司根据全资子公司山东隆华高分子材料有限公司（简 称"隆华高材"）业务发展需要，以自有资金3亿元向其增资。本次增资完成后，隆华高材的注册资本由 人民币3亿元增加至人民币6亿元。隆华高材已于2025年7月30日完成相关工商变更登记，并已取得高青 县行政审批服务局核发的新《营业执照》。 （文章来源：证券日报） ...

金融界7月31日消息，隆华新材根据全资子公司山东隆华高分子材料有限公司业务发展需要，以自有资 金 3 亿元向其增资。增资后，隆华高材注册资本由 3 亿元增加至 6 亿元，并已于 2025 年 7 月 30 日完成 相关工商变更登记 。此次增资利于保障其日常需求及聚树脂项目推进，未导致公司合并报表范围变动 。责任编辑：栎树 ...

隆华高材已于 2025 年 7 月 30 日完成相关工商变更登记，并已取得高青县行 政审批服务局核发的新《营业执照》，具体情况如下： 一、本次变更内容 | 变更事项 | 变更前 | | 变更后 | | --- | --- | --- | --- | | 注册资本 | 3 亿元 | 6 | 亿元 | 证券代码：301149 证券简称：隆华新材 公告编号：2025-033 山东隆华新材料股份有限公司 关于全资子公司增加注册资本暨完成工商变更登记的公告 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，并对其内容的真实性、准确性和完整性承担个别及连 带责任。 山东隆华新材料股份有限公司（以下简称"公司"）根据全资子公司山东隆 华高分子材料有限公司（以下简称"隆华高材"）业务发展需要，以自有资金 3 亿元向其增资。本次增资完成后，隆华高材的注册资本由人民币 3 亿元增加至人 民币 6 亿元。 本事项不构成关联交易，不构成《上市公司重大资产重组管理办法》规定的 重大资产重组。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 ...

Group 1 - Airo Energy (688717.SH) plans to reduce its shareholding by up to 0.78% of the total share capital within three months after 15 trading days due to personal funding needs [1] - Aopu Optoelectronics (002338.SZ) intends to reduce its shareholding by up to 240,000 shares, representing 1% of the total share capital, within 90 days after 15 trading days [1] - Placo New Materials (300811.SZ) completed a reduction of 1.01% of its shares, while shareholder Mei Jianjun reduced 8,134 shares, accounting for 0.0476% of the total share capital [1] Group 2 - Boqian New Materials (605376.SH) plans to reduce its shareholding by up to 261,600 shares, which is 1% of the total share capital, through block trading within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) completed a reduction of 3.99% of its shares, totaling 394,480 shares [1] - Surveying and Mapping Co., Ltd. (300826.SZ) plans to reduce its shareholding by up to 50,000 shares, accounting for 0.03% of the total share capital, within three months after 15 trading days [1] Group 3 - Deyi Cultural Creation (300640.SZ) plans to reduce its shareholding by up to 300,000 shares, which is 0.0965% of the total share capital, within three months after 15 trading days [3] - Dingsheng New Materials (603876.SH) intends to reduce its shareholding by up to 3% of the total share capital through various trading methods within three months after 15 trading days [3] - Pan-Asia Micro透 (688386.SH) terminated its reduction plan early, having reduced 2.38% of its shares, bringing its holding to 4.95% [3] Group 4 - Guangpu Co., Ltd. (300632.SZ) plans to reduce its shareholding by up to 8,474,900 shares, which is 3% of the total share capital, within three months after 15 trading days [3] - Guorui Technology (300600.SZ) has reduced its shareholding by 7,297,300 shares, accounting for 2.48% of the total share capital, bringing its holding to 19.97% [3] - Hengtong Co., Ltd. (603223.SH) plans to reduce its shareholding by up to 21,425,600 shares, which is 3% of the total share capital, within three months after 15 trading days [4] Group 5 - Hongbao Li (002165.SZ) plans to reduce its shareholding by up to 14,705,400 shares, representing 2% of the total share capital, within three months after 15 trading days [4] - Hongquan IoT (688288.SH) reduced its shareholding by 869,977 shares, accounting for 0.86% of the total share capital, bringing its holding to 12.80% [4] - Huace Film and Television (300133.SZ) reduced its shareholding by 2.6 million shares, which is 0.14% of the total share capital, bringing its holding to 18.19% [4] Group 6 - Huada Jiutian (301269.SZ) plans to reduce its shareholding by up to 8,144,100 shares, which is 1.5% of the total share capital, within three months after 15 trading days [5] - Huqi Environmental Protection (300929.SZ) plans to reduce its shareholding by up to 1,312,500 shares and 8,800 shares by its concerted actors [5] - Huazheng New Materials (603186.SZ) plans to reduce its shareholding by up to 114,600 shares and 10,300 shares by its management [5] Group 7 - Jinan Technology (300412.SZ) plans to reduce its shareholding by up to 14,932,700 shares and 1,683,000 shares by its board member [5] - Jinma Amusement (300756.SZ) plans to reduce its shareholding by up to 4,712,000 shares, 2,017,000 shares, 508,200 shares, and 372,800 shares by its shareholders [6] - Longxin Zhongke (688047.SH) completed its reduction plan, with shareholders reducing a total of 588,000 shares [6] Group 8 - Limin Co., Ltd. (002734.SZ) completed its reduction plan, with a total reduction of 1.5 million shares, accounting for 0.3434% of the total share capital [7] - Longhua New Materials (301149.SZ) completed its reduction plan, with a total reduction of 986,600 shares, accounting for 0.2294% of the total share capital [7] - Lvtong Technology (301322.SZ) plans to reduce its shareholding by up to 4,829,300 shares, which is 3.39% of the total share capital, within three months after 15 trading days [7] Group 9 - Meidixi (688202.SH) plans to reduce its shareholding by up to 2 million shares, which is 1.49% of the total share capital, within three months after 15 trading days [8] - Nanjing Julong (300644.SZ) completed its reduction plan, with shareholders reducing a total of 62,300 shares [8] - Run Du Co., Ltd. (002923.SZ) plans to reduce its shareholding by up to 10,046,800 shares, which is 3% of the total share capital, within three months after 15 trading days [8]

Core Viewpoint - Newyu Longzhen Investment Partnership has reduced its shareholding in Shandong Longhua New Materials Co., Ltd. to below 5%, resulting in a change of actual control, but this will not significantly impact the company's governance structure or ongoing operations [2][4]. Summary by Sections Shareholding Changes - Newyu Longzhen held 21,499,985 shares, representing 4.999996% of the total share capital, thus falling below the 5% threshold [1][2]. - The shareholding was previously at 6.113156%, indicating a decrease of approximately 1.1132% [3][4]. Reduction Details - The reduction occurred in two phases: - From April 24, 2023, to June 2, 2023, a total of 3,799,986 shares were sold, accounting for 0.8837% of the total share capital [2][3]. - From July 14, 2025, to July 17, 2025, an additional 986,600 shares were sold, representing 0.2294% of the total share capital [1][2]. Compliance and Reporting - The reduction plan was disclosed in advance, with the company announcing the plan on June 9, 2025, and confirming that the plan was executed as intended [4][8]. - Newyu Longzhen has fulfilled its reporting obligations regarding the equity change, and there are no violations of relevant laws or regulations [4][8].

Core Viewpoint - The report outlines the equity change of Shandong Longhua New Materials Co., Ltd., indicating that the shareholder, Xinyu Longzhen Investment Partnership (Limited Partnership), has reduced its stake to below 5% through a series of share sales [1][2]. Group 1: Company Information - Company Name: Shandong Longhua New Materials Co., Ltd. [1] - Stock Exchange: Shenzhen Stock Exchange [1] - Stock Code: 301149 [1] - Shareholder: Xinyu Longzhen Investment Partnership (Limited Partnership) [1] - Registered Capital: 40,244,065.92 RMB [2] Group 2: Equity Change Details - Before the equity change, Xinyu Longzhen held 26,286,571 shares, representing 6.11% of the total share capital [5][7]. - After the equity change, Xinyu Longzhen holds 21,499,985 shares, which is 4.999996% of the total share capital [7]. - The reduction involved selling 3,799,986 shares from April 24, 2023, to June 2, 2023, and 986,600 shares from July 14, 2025, to July 17, 2025 [6][7]. Group 3: Purpose and Future Plans - The purpose of the equity change is primarily based on the shareholder's funding needs, leading to a reduction of shares through centralized bidding [4]. - There is a possibility of further reduction in shares within the next 12 months [4].

山东隆华新材料股份有限公司 上市公司名称：山东隆华新材料股份有限公司 简式权益变动报告书 股票上市地点：深圳证券交易所 股票简称：隆华新材 股票代码：301149 信息披露义务人：新余隆振投资合伙企业（有限合伙） 住所：江西省新余市渝水区珠珊镇珠珊集镇 41 号 通讯地址：江西省新余市渝水区珠珊镇珠珊集镇 41 号 股份变动性质：股份数量减少（股权比例下降至 5%以下） 签署日期：2025 年 7 月 19 日 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》（简称"《证券法》"）、 《上市公司收购管理办法》（简称"《收购办法》"）、《公开发行证券公司信息 披露内容与格式准则第 15 号——权益变动报告书》（简称"《15 号准则》"）及 相关的法律、法规编制本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》、《收购办法》规定，本报告书已全面披露了信息披露义 务人在山东隆华新材料股份有限公司（以下简称"隆华新材"）拥有权益的股份变 动情况。截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有 通过任何其他方式增加或减少其在隆华新材拥有权益的股份。 ...

证券代码：301149 证券简称：隆华新材 公告编号：2025-032 山东隆华新材料股份有限公司 关于持股5%以上股东权益变动触及1%整数倍且持股比例降 至5%以下、减持计划实施完成暨披露简式权益变动报告书的 提示性公告 股东新余隆振投资合伙企业（有限合伙）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、本次权益变动后，股东新余隆振投资合伙企业（有限合伙）（以下简称 "新余隆振"）持有山东隆华新材料股份有限公司（以下简称"公司"或"本公 司"）股份 21,499,985 股，占本公司总股本的 4.999996%，持股比例下降至 5% 以下，不再是公司持股 5%以上股东。 2、本次权益变动属于股份减持，不触及要约收购，不会导致公司控股股东、 实际控制人发生变化。 公司于 2025 年 6 月 9 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于 持股 5%以上股东及部分高级管理人员减持股份的预披露公告》（公告编号： 2025-029），公司持股 5%以上股东新余隆振持有公司股 ...