格隆汇2月27日丨仁信新材(301395.SZ)涨1.42%，报15.710元，股价创历史新高，总市值38.15亿元。 ...

Group 1 - The core point of the article is that Renxin New Materials (stock code: 301395) has announced a delay in the land delivery date for its subsidiary, Huizhou Renxin Technology Development Co., Ltd. [1] - The land use rights for plot number SHD-03-02 were acquired on February 26, 2025, and the delivery date has been postponed to March 28, 2026, as per a supplementary agreement signed with the Huizhou Natural Resources Bureau on January 6, 2026 [1] - The company has stated that this delay will not adversely affect its production and operations [1]

惠州仁信新材料股份有限公司（以下简称"公司"）全资子公司江苏卓威 化工有限公司（以下简称"江苏卓威"），于近日收到江阴市数据局下发的《 登记通知书》，显示江苏卓威已完成工商注销登记手续。根据《深圳证券交易 所创业板股票上市规则》等法律法规和《公司章程》的有关规定，本次注销事 项无需提交公司董事会及股东会审议。本次注销事项不构成关联交易，亦不构 成《上市公司重大资产重组管理办法》规定的重大资产重组。 证券代码： 301395 证券简称：仁信新材 公告编号： 2026-003 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本次注销完成后，江苏卓威将不再纳入公司合并财务报表范围。本次注销 不会对公司整体业务发展和盈利水平产生重大影响，符合公司实际需要，不存 在损害公司及全体股东特别是中小股东利益的情形。 特此公告。 惠州仁信新材料股份有限公司董事会 2026年2月12日 ...

Core Viewpoint - Wanhe Securities, recently acquired by Guosen Securities, faces regulatory scrutiny for its involvement in the IPO of Renxin New Materials, marking the first penalty of 2026 [1][11]. Group 1: Regulatory Actions - The Shenzhen Stock Exchange has identified two sponsoring representatives from Wanhe Securities for their violations in the IPO project of Renxin New Materials, specifically regarding inadequate disclosure of third-party industry research data [2][12]. - The representatives, Zhou Jiaming and Wang Wei, failed to conduct thorough verification of the issuer's information disclosure, leading to self-regulatory measures including a meeting for admonition [2][12]. Group 2: Company Performance - Renxin New Materials experienced a significant decline in performance post-IPO, with 2023 revenues of 1.979 billion yuan, a year-on-year decrease of 18.95%, and a net profit of 55.79 million yuan, down 40.69% [3][13]. - In 2024, while revenues increased by 11.67%, net profit continued to decline by 4.57%, and in the first three quarters of 2025, revenues grew by 4.72% but net profit fell by 2.81% to 32.07 million yuan [3][14]. Group 3: Management Changes - Following the acquisition by Guosen Securities, Wanhe Securities has undergone significant management changes, with new leadership facing the challenge of compliance and resource integration [8][19]. - The new management, led by Guo Xiangqing, is tasked with addressing historical compliance issues while aiming to enhance the competitiveness of its investment banking operations [19].

Core Viewpoint - The Shenzhen Stock Exchange has imposed self-regulatory measures on the sponsoring representatives Zhou Jiaming and Wang Wei for their inadequate verification of information disclosure related to the IPO of Huizhou Renxin New Materials Co., Ltd. [1][4] Group 1: Company Overview - Huizhou Renxin New Materials Co., Ltd. was established on January 21, 2011, and became a joint-stock company on March 14, 2018 [2]. - The registered capital of the company is 10.869 million yuan, and its legal representative is Qiu Hanzhou [2]. - The company operates in the manufacturing of chemical raw materials and chemical products, with its main production address located at Huizhou Daya Bay [2]. Group 2: IPO and Regulatory Actions - The application for the IPO of Huizhou Renxin New Materials was accepted by the Shenzhen Stock Exchange on April 30, 2021, and the company was listed on July 3, 2023 [4]. - The company cited third-party industry research data in its prospectus and responses to inquiries but failed to adequately disclose discrepancies between its forecasts and the third-party data [4][5]. - The actions of the sponsoring representatives violated the Stock Issuance and Listing Review Rules, leading to self-regulatory measures being taken against them [5].

Group 1 - The core point of the article highlights that Renxin New Materials conducted a block trade of 1.67 million shares on January 21, with a transaction value of 18.0861 million yuan, accounting for 22.71% of the total trading volume for that day [1][2] - The transaction price was 10.83 yuan per share, which represents a discount of 21.29% compared to the market closing price of 13.76 yuan [1][2]

证券代码： 301395 证券简称：仁信新材 公告编号： 2026-002 公司合计持股5%以上股东郑婵玉女士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。 惠州仁信新材料股份有限公司（以下简称"公司"或"本公司"）于2025 年9月11日披露了《关于合计持股5%以上股东、董事减持股份预披露公告》，股 东郑婵玉女士计划在2025年10月11日-2026年1月10日以集中竞价方式减持本公司 股份不超过2,393,498股，占本公司总股本比例0.9856%（占扣除回购专户股数后 总股本比例为1.0000%）,以大宗交易方式减持本公司股份不超过4,786,996股， 占本公司总股本比例1.9712%（占扣除回购专户股数后总股本比例为2.0000%）。 具体内容详见公司披露于巨潮资讯网（www.cninfo.com.cn）的相关公告。 截至本公告披露日，上述减持计划实施期限已届满。公司收到股东郑婵玉 女士出具的《关于股份减持计划期限届满暨实施情况的告知函》，现将有关情 况公告如下： 一、股东减持情况 | 股东 | ...

具体内容详见公司披露于巨潮资讯网（www.cninfo.com.cn）的相关公告。 一、补充协议主要内容 近日，仁信科技与惠州市自然资源局签署《国有建设用地使用权出让合同》 补充协议（以下简称"补充协议"），经双方友好协商一致，将原《出让合同》 交付日期顺延一年，延期至2026年3月28日前出让宗地，并将原约定的动工期限、 竣工期限、土地使用年期亦相应顺延，其他条款仍按原《出让合同》执行。 二、对公司的影响 本次签署补充协议，不会对公司的生产经营和未来发展造成不利影响，不 存在损害公司及全体股东利益特别是中小股东利益的情形。公司将根据项目进 展情况，积极推进有关事项的落实，并严格按照相关法律、法规及规范性文件 的要求，及时履行信息披露义务。敬请广大投资者注意投资风险。 证券代码： 301395 证券简称：仁信新材 公告编号： 2026-001 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 惠州仁信新材料股份有限公司（以下简称"公司"）于2025年2月7日召开第 三届董事会第十二次会议、第三届监事会第十二次会议，审议并全票通过《关于 全资子公司拟参与竞拍土地使 ...

Core Insights - The latest financing balance of the ChiNext market is 553.976 billion yuan, with a week-on-week increase of 370 million yuan, while 23 stocks saw financing balances increase by over 10% [1] - On December 30, the ChiNext index rose by 0.63%, with a total margin balance of 555.803 billion yuan, reflecting a net increase of 368 million yuan from the previous trading day [1] - Among the stocks with increased financing balances, 461 stocks experienced growth, with the largest increase seen in Weiman Sealing, which had a financing balance of 160 million yuan, marking a 37.11% increase [1][3] Financing Balance Increase - The stocks with the highest financing balance increases include: - Weiman Sealing: 160.0266 million yuan, up 37.11%, closing price 37.08 yuan, with a daily increase of 11.35% [3] - Renxin New Materials: 57.8071 million yuan, up 26.74%, closing price 12.12 yuan, with a daily decrease of 1.38% [3] - Slin Intelligent Drive: 836.3110 million yuan, up 19.51%, closing price 135.39 yuan, with a daily increase of 8.92% [3] - The average increase for stocks with financing balance growth over 10% was 2.34%, with notable increases from Hengbo Co., Entropy Technology, and Weiman Sealing [1] Financing Balance Decrease - A total of 488 stocks saw a decrease in financing balances, with 41 stocks experiencing declines of over 5% [4] - The stock with the largest decrease was Jiangxin Home, with a financing balance of 29.8676 million yuan, down 20.40% [4] - Other significant decreases included Hengguang Co. and Aoni Electronics, with declines of 19.79% and 17.69%, respectively [4][5] Capital Flow - On December 30, among the stocks with increased financing balances, 16 stocks saw net inflows of main funds, with the highest inflows in Changsheng Bearings, Hongda Electronics, and Anpeilong, amounting to 169 million yuan, 149 million yuan, and 9.4244 million yuan, respectively [2] - Conversely, 7 stocks experienced net outflows, with the largest outflows in Chaojie Co., Yunhan Xincheng, and Renxin New Materials, totaling 106 million yuan, 51.8225 million yuan, and 7.0478 million yuan, respectively [2]

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 惠州仁信新材料股份有限公司全资子公司惠州卓威贸易有限公司（以下简 称"惠州卓威"），根据实际发展需要，在经营范围中增加"贸易经纪"。 近日，惠州卓威办理完成工商变更登记手续并取得了惠州大亚湾经济技术 开发区管理委员会市场监督管理局颁发的《营业执照》，变更后的登记信息如 下： 证券代码： 301395 证券简称：仁信新材 公告编号： 2025-067 经营范围：一般项目：合成材料销售；贸易经纪。（除依法须经批准的项 目外，凭营业执照依法自主开展经营活动）许可项目：危险化学品经营。（依 法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相 关部门批准文件或许可证为准） 特此公告。 惠州仁信新材料股份有限公司董事会 2025年12月30日 住所：惠州大亚湾霞涌石化大道中28号（1号综合楼） 法定代表人：邱桂鑫 注册资本：人民币伍佰万元 成立日期：2024年11月22日 名称：惠州卓威贸易有限公司 统一社会信用代码：91441304MAE4EYMJ0P 类型：有限责任公司（自然人投资或控股的法人独资） ...