Group 1 - The core viewpoint of the news highlights the recent trading performance and financial metrics of Taihe Co., indicating a slight increase in stock price and notable changes in financing activities [1][2] - As of October 22, Taihe Co. experienced a financing buy-in of 3.53 million yuan, with a net financing outflow of -1.13 million yuan, resulting in a total financing balance of 81.64 million yuan, which accounts for 7.65% of its market capitalization [1] - The company reported a revenue of 2.413 billion yuan for the first half of 2025, reflecting a year-on-year growth of 23.15%, and a net profit attributable to shareholders of 182 million yuan, marking a significant increase of 72.20% year-on-year [2] Group 2 - The company has distributed a total of 270 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, the number of shareholders for Taihe Co. decreased by 22.36% to 12,900, while the average number of circulating shares per shareholder increased by 37.21% to 2,965 shares [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited emerged as the second-largest shareholder, acquiring 401,900 shares as a new investor [3]

Core Viewpoint - 泰禾股份 has experienced a significant decline in the number of shareholders, indicating potential concerns regarding investor confidence and market sentiment [2] Shareholder Information - As of October 20, the number of shareholders for 泰禾股份 was 12,899, a decrease of 3,715 from the previous period (October 10), representing a decline of 22.36% [2] - This marks the sixth consecutive period of decline in the number of shareholders [2] Stock Performance - The closing price of 泰禾股份 on the reporting date was 27.72 yuan, reflecting an increase of 0.76%, but the stock has cumulatively decreased by 5.87% since the concentration of shares began [2] - The stock experienced two days of increase and five days of decrease during this period [2] Financing and Margin Data - The latest margin trading data as of October 20 shows a total margin balance of 82.4243 million yuan, with the financing balance also at 82.4243 million yuan [2] - Since the concentration of shares began, the financing balance has increased by 5.2435 million yuan, representing a growth of 6.79% [2] Financial Performance - In the first half of the year, 泰禾股份 reported total operating revenue of 2.413 billion yuan, a year-on-year increase of 23.15% [2] - The net profit for the same period was 182 million yuan, reflecting a year-on-year growth of 72.20% [2] - The basic earnings per share were 0.4300 yuan, with a weighted average return on equity of 5.72% [2]

Summary of Key Points Core Viewpoint - A total of 168 stocks reported their latest shareholder numbers as of October 20, with 77 showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 168 companies, 11 experienced a decline in shareholder numbers exceeding 5% [3]. - The largest decrease was observed in Taihe Co., with a drop of 22.36% to 12,899 shareholders, alongside a cumulative decline of 5.87% in stock price since the concentration of shares [3]. - Nepean Mining also saw a significant decrease of 21.54% in shareholder numbers, totaling 9,992, while its stock price increased by 6.70% during the same period [3]. Group 2: Market Performance - The average performance of concentrated stocks since October 1 showed a decline of 0.66%, underperforming the Shanghai Composite Index, which rose by 0.86% [2]. - Among the stocks with a decline in shareholder numbers over 5%, Jingquan Hua had the highest increase in stock price, rising by 33.66% since October 1 [2]. Group 3: Industry Insights - The concentrated stocks are primarily from the machinery, electronics, and basic chemicals sectors, with 13, 7, and 7 companies respectively [3]. - The latest concentrated stock performance indicates that the machinery sector is particularly active, with several companies showing notable stock price movements [4]. Group 4: Earnings Forecasts - Among the concentrated stocks, Huangsanghuan reported the highest net profit growth of 28.59% year-on-year [4]. - Three companies provided earnings forecasts, with Nanguang Energy expecting a net profit increase of 125.08% [4].

证券日报网讯泰禾股份（301665）10月20日在互动平台回答投资者提问时表示，公司严格遵循上市公司 信息披露相关规定，不存在应披露而未说明的重大事项。 ...

Company Overview - Taihe Co., Ltd. is located at 365 Linhong Road, Changning District, Shanghai, established on April 29, 2004, and listed on April 11, 2025. The company specializes in the research, production, and sales of pesticide products and functional chemicals [1] - The main business revenue composition includes herbicides at 43.14%, fungicides at 37.30%, functional chemicals at 9.98%, and others at 9.57% [1] Financial Performance - For the period from January to June 2025, Taihe Co., Ltd. achieved an operating income of 2.413 billion yuan, representing a year-on-year growth of 23.15%. The net profit attributable to the parent company was 182 million yuan, with a year-on-year increase of 72.20% [2] - Since its A-share listing, Taihe Co., Ltd. has distributed a total of 270 million yuan in dividends [3] Shareholder Information - As of October 10, 2025, the number of shareholders of Taihe Co., Ltd. was 16,600, a decrease of 0.29% from the previous period. The average circulating shares per person increased by 0.29% to 2,161 shares [2] - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 401,900 shares as a new shareholder [3] Market Activity - On October 15, 2025, Taihe Co., Ltd. saw a stock price increase of 0.52%, with a trading volume of 25.8974 million yuan. The financing buy-in amount was 1.301 million yuan, while the financing repayment was 2.5395 million yuan, resulting in a net financing buy-in of -1.2384 million yuan [1] - The total balance of margin trading for Taihe Co., Ltd. as of October 15, 2025, was 75.4151 million yuan, accounting for 7.19% of the circulating market value [1]

证券日报网讯 10月15日晚间，泰禾股份发布公告称，本次上市流通的限售股份为南通泰禾化工股份有 限公司（以下简称"公司"）首次公开发行网下配售限售股份；本次申请解除限售的股东户数总计6，502 户，解除限售股份数量为2，343，711股，占公司总股本的比例为0.5208%，限售期为自公司股票上市 之日起6个月；本次解除限售股上市流通日为2025年10月17日（星期五）。 （编辑 楚丽君） ...

光大证券股份有限公司 关于南通泰禾化工股份有限公司首次公开发行部分限售 股解禁上市流通的核查意见 光大证券股份有限公司（以下简称"光大证券"）作为南通泰禾化工股份有限 公司（以下简称"泰禾股份"、"公司"或"发行人"）首次公开发行股票并在创业板 上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创 业板股票上市规则》和《深圳证券交易所上市公司自律监管指引第 2 号——创业 板上市公司规范运作》等相关规定，对泰禾股份首次公开发行部分限售股解禁上 市流通事项发表核查意见如下： 一、首次公开发行网下配售股份概况 根据中国证券监督管理委员会《关于同意南通泰禾化工股份有限公司首次公 开发行股票注册的批复》（证监许可[2025]32 号），公司首次公开发行人民币普通 股（A 股）股票 45,000,000 股，并于 2025 年 4 月 11 日在深圳证券交易所创业板 上市。首次公开发行股票完成后公司总股本由 405,000,000 股增加至 450,000,000 股，其中有流通限制或限售安排的股份数量为 414,093,711 股，占发行后总股本 的比例为 92.02%；无流通限制及限售安排的股份数 ...

证券代码：301665 证券简称：泰禾股份 公告编号：2025-061 特别提示： 1、本次上市流通的限售股份为南通泰禾化工股份有限公司（以下简称"公 司"）首次公开发行网下配售限售股份； 2、本次申请解除限售的股东户数总计 6,502 户，解除限售股份数量为 2,343,711 股，占公司总股本的比例为 0.5208%，限售期为自公司股票上市之日起 6 个月； 3、本次解除限售股上市流通日为 2025 年 10 月 17 日（星期五）。 南通泰禾化工股份有限公司 关于首次公开发行网下配售限售股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 本次上市流通的限售股属于公司首次公开发行网下配售限售股，股份数量为 2,343,711 股，占发行后总股本的 0.52%，限售期为自股票上市之日起 6 个月，该 部分限售股将于 2025 年 10 月 17 日锁定期届满并上市流通。 自公司首次公开发行股票限售股形成至今，公司未发生因股份增发、回购注 销及派发过股票股利或用资本公积金转增股本等导致股本数量变动的情况。 二、申请解除股份限售股东履行承诺 ...

Core Viewpoint - On October 13, Taihe Co., Ltd. experienced a decline of 0.98% in stock price, with a trading volume of 44.21 million yuan, indicating a slight decrease in investor confidence [1] Financing Summary - On the same day, Taihe Co., Ltd. had a financing buy amount of 4.78 million yuan, while the financing repayment was 4.87 million yuan, resulting in a net financing outflow of 88,100 yuan [1][2] - As of October 13, the total financing and securities lending balance for Taihe Co., Ltd. was 77.09 million yuan, accounting for 7.36% of its circulating market value [2] Business Overview - Taihe Co., Ltd. is located in Changning District, Shanghai, and was established on April 29, 2004, with its listing date set for April 11, 2025 [2] - The company specializes in the research, production, and sales of pesticide products and functional chemicals, with revenue composition as follows: herbicides 43.14%, fungicides 37.30%, functional chemicals 9.98%, and others 9.57% [2] Financial Performance - For the first half of 2025, Taihe Co., Ltd. achieved an operating income of 2.413 billion yuan, representing a year-on-year growth of 23.15%, and a net profit attributable to shareholders of 182 million yuan, reflecting a year-on-year increase of 72.20% [2] Shareholder Information - As of October 10, 2025, the number of shareholders for Taihe Co., Ltd. was 16,600, a decrease of 0.29% from the previous period, with an average of 2,161 circulating shares per person, which is an increase of 0.29% [2] - The company has distributed a total of 270 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 401,900 shares as a new shareholder [3]

证券代码：301665 证券简称：泰禾股份 公告编号：2025-060 南通泰禾化工股份有限公司 2025年第二次临时股东会决议公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会无增加、变更、否决议案的情形； 2、本次股东会未涉及变更前次股东会决议的情形； 3、本次股东会采取现场投票与网络投票相结合的方式召开。 一、会议的召开情况 1、会议召开的时间 （1）现场会议召开时间为：2025 年 10 月 10 日（星期五）14:30。 （2）网络投票时间为：通过深圳证券交易所交易系统进行网络投票的具体 时间为：2025 年 10 月 10 日 9:15 至 9:25，9:30 至 11:30，13:00 至 15:00；通过 深圳证券交易所互联网投票系统投票的具体时间为：2025 年 10 月 10 日 9:15 至 15:00 期间的任意时间。 3、会议表决方式：现场表决与网络投票相结合的方式。 4、会议召集人：南通泰禾化工股份有限公司董事会。 5、会议主持人：董事长谢思勉先生。 6、会议召开的合法、合规性：本次股东会会议召开符合《中 ...