Core Viewpoint - HeShun Technology (301237) announced that neither the company nor its controlling subsidiaries provided guarantees to entities outside the consolidated financial statements, and there are no overdue guarantees or guarantees related to litigation, nor has the company incurred losses due to being ruled against in guarantee-related cases [1] Summary by Categories - **Company Guarantees** - The company and its controlling subsidiaries have not provided any guarantees to entities outside the consolidated financial statements [1] - There are no overdue guarantees reported [1] - **Litigation and Legal Matters** - The company has no guarantees that are involved in litigation [1] - There have been no losses incurred due to adverse rulings related to guarantees [1]

证券代码：301237 证券简称：和顺科技 公告编号：2025-051 杭州和顺科技股份有限公司 关于为控股子公司提供担保的进展公告 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。 一、担保情况概述 杭州和顺科技股份有限公司（以下简称"公司"）于 2024 年 12 月 11 日召开 第四届董事会第五次会议及第四届监事会第五次会议，于 2024 年 12 月 27 日召 开 2025 年第三次临时股东大会分别审议通过了《关于为控股子公司提供担保额 度预计的议案》。同意公司为杭州和兴碳纤维科技有限公司（以下简称"和兴碳 纤维"）未来 12 个月内向相关合作银行等金融机构申请综合授信项目贷款和综合 授信额度按照持股比例提供担保。担保额度最高不超过人民币6亿元（含6亿元）， 担保额度有效期为自公司股东大会审议通过之日起的 12 个月内有效。具体内容 详 见 公 司 于 2024 年 12 月 12 日 和 2024 年 12 月 27 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）上刊登的《关于为控股子公司提供担保额度预计的公告》 （公告编号：2 ...

Group 1 - The core viewpoint of the news highlights the financial performance and market activity of Heshun Technology, indicating a mixed financial outlook with significant revenue growth but a net loss in profit [1][2]. - On October 13, Heshun Technology's stock increased by 0.22%, with a trading volume of 55.78 million yuan. The financing buy-in amount for the day was 6.94 million yuan, while the financing repayment was 3.78 million yuan, resulting in a net financing buy-in of 3.16 million yuan [1]. - As of October 13, the total margin balance for Heshun Technology was 116 million yuan, accounting for 3.22% of its market capitalization, indicating a high level of financing activity compared to the past year [1]. Group 2 - As of June 30, the number of shareholders for Heshun Technology was 9,591, an increase of 1.54% from the previous period, while the average circulating shares per person decreased by 1.51% to 4,092 shares [2]. - For the first half of 2025, Heshun Technology reported a revenue of 296 million yuan, representing a year-on-year growth of 27.93%. However, the net profit attributable to the parent company was a loss of 14.31 million yuan, a decline of 153.36% compared to the previous year [2]. - Heshun Technology has distributed a total of 152 million yuan in dividends since its A-share listing, with cumulative distributions of 95.80 million yuan over the past three years [3].

Market Overview - On October 10, the plastic sector declined by 0.63% compared to the previous trading day, with Jun Ding Da leading the decline [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Notable gainers in the plastic sector included: - Nalco Co. (002825) with a closing price of 10.74, up 10.04% and a trading volume of 241,600 shares, totaling 253 million yuan [1] - Ningbo Color Masterbatch (301019) closed at 19.85, up 6.61% with a trading volume of 123,400 shares, totaling 241 million yuan [1] - Qide New Materials (300995) closed at 52.01, up 5.50% with a trading volume of 46,800 shares, totaling 241 million yuan [1] - Major decliners included: - Jun Ding Da (301538) closed at 91.16, down 5.26% with a trading volume of 21,900 shares, totaling 205 million yuan [2] - Jinfat Technology (600143) closed at 21.28, down 4.14% with a trading volume of 1,736,600 shares, totaling 3.737 billion yuan [2] - Dongcai Technology (601208) closed at 19.52, down 3.60% with a trading volume of 364,500 shares, totaling 716 million yuan [2] Capital Flow - The plastic sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 291 million yuan [2][3] - Notable capital flows included: - Foshan Plastics (000973) had a net inflow of 10.2 million yuan from institutional investors, but a net outflow of 15.74 million yuan from retail investors [3] - Shenkai Co. (002361) saw a net inflow of 66.57 million yuan from institutional investors, with retail investors experiencing a net outflow of 42.09 million yuan [3] - Nalco Co. (002825) had a net inflow of 65.37 million yuan from institutional investors, with retail investors also facing a net outflow of 33.06 million yuan [3]

Group 1 - The core viewpoint of the news is that Heshun Technology has shown fluctuations in financing activities and financial performance, with a notable increase in revenue but a significant decline in net profit [1][2]. - On September 25, Heshun Technology's stock rose by 1.52%, with a trading volume of 108 million yuan. The financing buy-in amount was 6.3175 million yuan, while the financing repayment was 6.8928 million yuan, resulting in a net financing buy-in of -575,300 yuan [1]. - As of September 25, the total balance of margin trading for Heshun Technology was 100 million yuan, accounting for 2.37% of its circulating market value, which is above the 90th percentile level over the past year [1]. - The company specializes in the research, production, and sales of differentiated, functional biaxially oriented polyethylene terephthalate (BOPET) films, with revenue composition being 45.46% from colored optical base films, 42.62% from transparent films, and 10.84% from other functional films [1]. Group 2 - As of June 30, the number of shareholders for Heshun Technology was 9,591, an increase of 1.54% from the previous period, while the average circulating shares per person decreased by 1.51% to 4,092 shares [2]. - For the first half of 2025, Heshun Technology achieved operating revenue of 296 million yuan, representing a year-on-year growth of 27.93%. However, the net profit attributable to the parent company was -14.3134 million yuan, a year-on-year decrease of 153.36% [2]. - Since its A-share listing, Heshun Technology has distributed a total of 152 million yuan in dividends, with 95.8046 million yuan distributed over the past three years [3].

Group 1 - The core viewpoint of the news is that Hangzhou Heshun Technology Co., Ltd. is actively constructing its subsidiary, Heshun Carbon Fiber Project, which is expected to significantly contribute to the carbon fiber industry in China [1] - The Heshun Carbon Fiber Project, located in Hangzhou, covers an area of 80 acres and involves a total investment of approximately 992 million yuan, with an annual production capacity of 350 tons of high-performance carbon fiber and 850 tons of raw silk [1] - Upon reaching full production capacity, the project is projected to generate an annual output value of around 800 million yuan and an estimated tax contribution of 93 million yuan [1] Group 2 - Heshun Technology, established in 2003, focuses on the research, production, and sales of differentiated and functional biaxially stretched polyester film materials, catering to various customer needs [2] - The company aims to expand its product range and application areas, particularly in colored optical base films and other functional films, while exploring new materials, including high-performance carbon fiber [2] - The ongoing development in high-performance carbon fiber applications across various sectors, such as civil aviation and digital products, is expected to open new market opportunities for the carbon fiber industry in China [1]

Core Viewpoint - The company announced the official commencement of the HeXing carbon fiber project in Q3 2024, indicating a positive development in its construction and installation phases [1] Group 1 - The HeXing carbon fiber project is located in Qiantang District [1] - The project is currently in a critical phase of engineering construction and equipment installation, progressing smoothly according to plan [1] - The company will provide timely updates on the project's progress in the future [1]

Company Performance - Heshun Technology's stock price reached a historical high, increasing by 5.26% to 52.40 yuan, with a trading volume of 889,000 shares and a transaction amount of 45.409 million yuan, resulting in a turnover rate of 1.53% [2] - The latest total market capitalization of Heshun Technology in A-shares is 4.192 billion yuan, with a circulating market value of 3.052 billion yuan [2] - The company reported a revenue of 296 million yuan for the first half of the year, representing a year-on-year growth of 27.93%, while the net profit was -14.3134 million yuan, a decline of 153.36% year-on-year, with basic earnings per share at -0.1830 yuan [2] Industry Overview - The overall increase in the basic chemical industry is 0.50%, with 325 stocks rising, including four stocks hitting the daily limit, while 90 stocks are declining, with Jinpu Titanium Industry, Jinfeng Technology, and Jinghua New Materials experiencing declines of 9.84%, 4.23%, and 4.12% respectively [2] - The latest margin trading data shows that Heshun Technology's margin balance is 10.3 million yuan, with a financing balance of 10.3 million yuan, which has increased by 9.6416 million yuan over the past 10 days, reflecting a growth of 10.37% [2]

Group 1 - In 2023, Yuhang Economic Development Zone signed 45 projects with a total investment exceeding 9 billion yuan [1][2] - The zone is home to key enterprises such as Xynova Future, which launched the world's first fully self-developed high-freedom tendon-driven dexterous hand [1] - The area has attracted over 300 key industrial projects since 2019, including notable companies like Geely and Kallai Technology, and has nurtured 381 national high-tech enterprises [2] Group 2 - The industrial output value of Yuhang Economic Development Zone is projected to grow by 4.5% in 2024, with a new product output rate of 45.5%, ranking among the top in Hangzhou [3] - From 2019 to 2024, the industrial output value increased from 12.792 billion yuan to 20.776 billion yuan, with an average annual growth rate of 10.2% [3] - Fixed asset investment rose from 1.309 billion yuan to 6.003 billion yuan during the same period, achieving an average annual growth rate of 35.6% [3]

Summary of Key Points Core Viewpoint - On September 23, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 168 million shares, amounting to a market value of 5.83 billion yuan based on the latest closing prices [1]. Unlock Volume - Three companies had unlock volumes exceeding 10 million shares: Shanghai Airport (600009) with 128 million shares, Heshun Technology (301237) with 26.61 million shares, and Jiaotong Iron and Steel with 12.11 million shares [1]. Unlock Market Value - The market value of unlocked shares for three companies exceeded 100 million yuan: Shanghai Airport with 4.089 billion yuan, Heshun Technology with 1.269 billion yuan, and Jiaotong Iron and Steel with 347 million yuan [1]. Unlock Ratio - Two companies had an unlock ratio exceeding 10%: Heshun Technology at 33.27%, Jiaotong Iron and Steel at 15.29%, and Shanghai Airport at 5.13% [1].