（文章来源：证券日报） 证券日报网讯 12月4日晚间，海科新源发布公告称，股东国金证券－招商银行－国金证券海科新源员工 参与创业板战略配售集合资产管理计划拟在本公告披露之日起15个交易日后的3个月内以大宗交易方式 或集中竞价交易方式减持本公司股份不超过5，574，079股（占公司总股本比例2.50%）。 ...

（文章来源：证券日报） 证券日报网讯 12月4日晚间，海科新源发布公告称，持有本公司股份500，592股（占本公司总股本比例 0.2255%）的董事张在忠先生计划自本公告发布之日起十五个交易日后的三个月内，通过证券交易所集 中竞价交易或大宗交易方式合计减持本公司股份不超过125，148股（占本公司总股本比例0.0564%）。 ...

海科新源(301292.SZ)今日早盘一度跌9.95%至62.16元；该股本周已连跌5日，累跌近23%。海科新源公告称，股东国金证券-招商银行-国金证券海科新源员工 参与创业板战略配售集合资产管理计划持有公司557.41万股，占总股本的2.50%。该资管计划拟在公告披露之日起15个交易日后的3个月内，通过大宗交易或 集中竞价方式减持不超过557.41万股，占公司总股本的2.50%，减持原因为投资变现安排。(格隆汇) ...

中国经济网北京12月5日讯海科新源（301292）(301292.SZ)昨日晚间发布关于员工战略配售资管计划减 持股份预披露的公告。公司近日收到了股东员工战略配售资管计划管理人出具的告知函。 截至公告披露日，公司股东国金证券-招商银行-国金证券海科新源员工参与创业板战略配售集合资产管 理计划(以下简称"海科新源资管计划")持有公司股份5,574,079股，占公司总股本的2.50%，限售期为自 公司首次公开发行股份上市之日起12个月，已于2024年7月8日上市流通。海科新源资管计划拟在公告披 露之日起15个交易日后的3个月内以大宗交易方式或集中竞价交易方式减持公司股份不超过5,574,079股 (占公司总股本比例2.50%)。 本次拟减持股东为员工战略配售资管计划。该计划系公司首次公开发行股票时，高级管理人员与核心员 工(以下简称"持有人")为参与战略配售所设立的专项资产管理计划，认购公司首次公开发行股份 5,574,079股，占总股本的比例为2.50%。2024年7月8日，该股份解除限售并上市流通。截至目前，员工 战略配售资管计划持股5,574,079股，占公司总股本比例2.50%，不存在质押、冻结情形。 按 ...

Group 1 - Meilixin plans to raise no more than 1.2 billion yuan for semiconductor equipment precision components, communication and automotive parts projects, and to supplement working capital [2] - Olin Bio has prepaid corporate income tax totaling 4.2001 million yuan, with no penalties from tax authorities [3] - Haisen Pharmaceutical's directors and executives plan to reduce their holdings by no more than 124,300 shares, accounting for 0.0816% of the total share capital [4] Group 2 - Aibulu intends to sell 47.4% and 31.6% stakes in its subsidiary Jinque Agriculture for a total of 12.3914 million yuan [5] - Chaoying Electronics plans to increase its Thai subsidiary's capital by 100 million USD for AI high-end PCB expansion [6] - Bona Film Group states that the box office revenue for "Avatar 3" is difficult to predict and the investment return rights are low [7] Group 3 - Junya Technology's PCB products for humanoid robots contribute less than 0.05% to its revenue [9] - Aerospace Electromechanical confirms that its main business does not involve commercial aerospace [10] - Deyi Culture's major shareholder plans to reduce holdings by no more than 2% of shares [11] Group 4 - China National Materials International signed a 2.7 billion yuan engineering contract for a molybdenum mining project [12] - Weiguang Bio plans to sign a 1.13 billion yuan technology cooperation contract for blood products [13] - Suhao Huihong intends to swap assets with its controlling shareholder for a 2.33% stake in Zijin Property Insurance [14] Group 5 - Haike Xinyuan's employee strategic placement plan intends to reduce holdings by no more than 2.5% of shares [15][16] - Taihao Technology's vice president resigns for personal reasons [17] - Huazhu Gaoke plans to establish a joint venture for 3D printing services with a total investment of 100 million yuan [18] Group 6 - Hubei Energy's November power generation was 2.617 billion kWh, a decrease of 17.94% year-on-year [19] - Dong'a Ejiao plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [20] - Longjiang Transportation's shareholder reduced holdings by 1.2% [21] Group 7 - Feilu Co. plans to reduce holdings by no more than 1.02% of shares [22] - Zhongwei Electronics is planning a change in control, leading to a temporary stock suspension [23] - Zhongheng Group's subsidiary received approval for clinical trials of a new cancer drug [24] Group 8 - Guanzhong Ecology's controlling shareholder changed to Deep Blue Financial Whale [25] - Shennong Seed Industry is transferring a 3.8% stake in a subsidiary for 31.9827 million yuan [26] - Sun Cable's major shareholder plans to reduce holdings by no more than 3% of shares [27] Group 9 - Aiwei Electronics' application for issuing convertible bonds has been approved by the Shanghai Stock Exchange [28] - Chongqing Water intends to acquire wastewater treatment projects for 255 million yuan [29] - Boyun New Materials plans to increase its subsidiary's capital by 285 million yuan through debt-to-equity conversion [30] Group 10 - Zhongbai Group is closing unprofitable stores, expecting a loss of approximately 180 million yuan [31] - Changyuan Power's November power generation decreased by 17.88% year-on-year [32]

Group 1 - The lithium battery electrolyte index experienced a decline of 2% during intraday trading, indicating a downward trend in the sector [1] - Most component stocks in the index saw a decrease, with notable declines including Haike Xinyuan down 7.69%, Tianji Co. down 2.72%, Duofluoride down 2.36%, Shanshan down 2.24%, and Shida Shenghua down 1.79% [1]

Key Points - Junya Technology's PCB products can be used in humanoid robots, but these products account for a very small proportion of the company's revenue [1] - Aerospace Machinery's main business does not involve commercial aerospace [1] - Xinhua Co. plans to invest 153 million yuan in the second phase of its synthetic flavor product base [1] - China National Petroleum plans to acquire 100% equity of three gas storage companies for 40 billion yuan [1] - Dong'e Ejiao intends to repurchase shares worth 100 million to 200 million yuan [1] - Haike New Source Asset Management plans to reduce its holdings by no more than 2.5% [2] - Meilixin plans to raise no more than 1.2 billion yuan for the construction of precision structural components for semiconductor equipment [2] - Huazhong Xinchuang received project designation notification from Beiqi Foton [2]

Core Insights - The news highlights significant contracts and collaborations in the renewable energy and battery materials sectors, indicating strong growth and strategic partnerships among companies in these industries. Group 1: Major Contracts and Collaborations - Daikin Heavy Industries signed a contract for a European offshore wind farm project worth approximately 1.339 billion RMB, representing about 35.41% of its audited revenue for 2024, with delivery scheduled for 2027 [2][3]. - Longpan Technology entered a supplementary agreement with Chuaneng New Energy, with total sales exceeding 45 billion RMB for 130,000 tons of lithium iron phosphate cathode materials from 2025 to 2030 [5]. - Rongbai Technology became the primary supplier of sodium battery cathode powder for CATL, with a commitment to supply at least 60% of CATL's total procurement volume annually [7]. Group 2: Innovations and Intellectual Property - Tianli Lithium Energy obtained a patent for lithium-ion battery cathode sheets and their preparation methods, enhancing its intellectual property portfolio in the battery materials sector [9]. - Haike New Source signed a strategic cooperation agreement with Xianghe Kunlun New Energy Materials, involving the purchase of 596,200 tons of electrolyte solvent, valued at over 3 billion RMB [11]. Group 3: Strategic Partnerships - Haibo Sichuang established a strategic cooperation agreement with CATL, ensuring a cumulative procurement of at least 200 GWh of electricity from 2026 to 2028, fostering a long-term partnership [12].

Group 1 - Meta Platforms CEO Mark Zuckerberg plans to significantly reduce investment in the metaverse, with discussions of a potential 30% budget cut for the metaverse team, which includes Meta Horizon Worlds and the Quest VR division, with layoffs possible as early as January [2] - Cambricon issued a stern statement denying misleading information circulating about its products, clients, and capacity forecasts, urging investors to rely on publicly disclosed information [2] - Moore Threads officially listed on the STAR Market, raising 8 billion yuan for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [2] - Xingfa Group secured a large order for 80,000 tons of lithium iron phosphate energy storage materials from BYD [2] - Chaoying Electronics plans to invest $100 million to expand its Thai subsidiary, increasing AI computing high-end PCB capacity [2] Group 2 - Huadian Technology submitted its IPO application to the Hong Kong Stock Exchange, intending to use the funds for production capacity expansion and R&D in high-performance PCBs for data communication and smart vehicles [4] - Tianyu Semiconductor announced the global offering results with a share price of HKD 58.00, and the Hong Kong public offering was oversubscribed 60.63 times [4] - Zhongwei Electronics' controlling shareholder is planning a change in company control, leading to a stock suspension [4] - Sun Cable's major shareholder plans to reduce its stake by up to 21.67 million shares, representing 3% of the total share capital, within three months after 15 trading days [4] Group 3 - Amazon's AWS launched the Graviton5 processor and M9G instances, with plans for C9G and R9G instances in 2026 [6] - Apple announced executive team changes, with Kate Adams set to retire and Jennifer Newstead joining as Senior Vice President [6] - Microsoft raised Office subscription prices for enterprise and government clients by up to 33% while denying a reduction in AI sales targets [6] - AT&T received FCC approval for a $1 billion acquisition of U.S. cellular spectrum licenses [6] - Chevron's 2026 capital expenditure is projected to be between $18 billion and $19 billion, focusing on U.S. production and investments related to recent acquisitions [6] Group 4 - Samsung Electronics secured over 50% of orders for NVIDIA's 2026 SOCAMM 2 chip in the semiconductor sector and is preparing for mass production of HBM4 [8] - SK Hynix is making personnel adjustments to enhance AI memory competitiveness and plans to enter the niche DRAM foundry market by 2027 [8] - Hyundai's Ulsan plant will halt electric vehicle production for the 10th time this year, reflecting demand fluctuations in the EV market [8] - LG Electronics announced the timing and theme for its CES 2026 event and is collaborating with Taboola to launch a new TV advertising solution [8] Group 5 - Brevo completed a €500 million financing round, with General Atlantic and Oakley Capital joining as shareholders, aiming for €1 billion in annual revenue by 2030 [10] - Eurostar and the German railway company signed a memorandum of understanding for a UK-Germany rail connection project [10]

【导读】太阳电缆、海科新源近期大涨后，均披露重要股东减持计划 中国基金报记者 闻言 12月4日晚间，两家近期涨幅较大的A股公司均披露了重要股东的减持计划。 太阳电缆 发布公告称，厦门象屿集团有限公司（以下简称象屿集团）及其一致行动人博时资本—厦门象屿集团有限公司—博时资本博创15 号单一资产管理计划（以下简称博创15号），拟减持公司不超过3%的股份。 2025-12-04 20:11:44 星期四 【海科新源:员工资管计划拟减 持不超2.50%股份】 中国基金报12月4日电，海科新源（301292.S Z）公告，股东国金证券海科新源员工参与创业 板战略配售集合资产管理计划持有公司2.50%股 份，拟在公告披露日起15个交易日后的3个月 内，通过大宗交易或集中竞价方式减持不超过5, 574,079股，占总股本2.50%，原因为投资变现 安排。 长按右侧二维码 阅读原文 太阳电缆第三大股东拟减持 公告显示，象屿集团及其一致行动人博创15号计划以集中竞价、大宗交易方式减持太阳电缆不超过3%的股份，减持原因为自身经营需要。 海科新源 发布公告称，国金证券—招商银行—国金证券海科新源员工参与创业板战略配售集合资产管理计 ...