Market Performance - A-shares showed a slight increase before the National Day holiday and a mixed performance afterward, with the Shanghai Composite Index rising 1.43% and the Shenzhen Component Index increasing by 2.40% from September 29 to September 30, while experiencing a small rise of 0.37% from October 9 to October 10 [1] - During the four working days from September 29 to October 10, 105 listed companies received institutional research, with approximately 60% of the stocks achieving positive returns, led by Deep Technology with a 29.68% increase [1] Company Research Highlights - **首创环保 (Beijing Enterprises Water Group)**: Received 119 institutional research visits, focusing on the expiration of concession periods for existing heavy asset projects and risk mitigation strategies. The company plans to extend concession periods through measures like offsetting receivables and participating in urban renewal projects [2][3] - **九丰能源 (Jiu Feng Energy)**: Engaged 110 institutions, with a focus on the progress and expected benefits of its second-phase project. The company announced an investment of up to 34.55 billion yuan for a coal-to-natural gas project, maintaining a conservative approach in cost and revenue predictions [4] - **晶晨股份 (Amlogic)**: Also received 110 institutional visits, with inquiries about AI technology applications and R&D investments. The company reported 19 commercial chips with self-developed AI capabilities and plans to continue high-intensity R&D in AI-related fields [5] - **华峰测控 (Huafeng Measurement Control)**: Welcomed 81 institutional visits, with a focus on order structure and market outlook. The company expects continued growth in the semiconductor industry, driven by demand in data centers and power devices, projecting a positive market trend for the second half of the year [6][7]

转自：智通财经 【智通财经10月10日早间新闻精选】 1、商务部、海关总署9日联合发布4则公告，对超硬材料、稀土设 备和原辅料、钬等5种中重稀土、锂电池和人造石墨负极材料相关物项实施出口管制。 2、国家发展改 革委、市场监管总局发布《关于治理价格无序竞争 维护良好市场价格秩序的公告》。其中提到，对价 格无序竞争问题突出的重点行业，行业协会等有关机构在国家发展改革委、市场监管总局和行业主管部 门指导下，可以调研评估行业平均成本，为经营者合理定价提供参考。 3、商务部发布公告，不可靠实 体清单工作机制决定将反无人机技术公司、TechInsights公司及其分支机构等14个外国实体列入不可靠 实体清单。 4、工信部等三部门调整新能源车购税减免技术要求，插混、增程纯电续航里程门槛提至 100km。 5、多家券商将信用账户持有的中芯国际两融折算率由0.7调整为0.00，佰维存储两融折算率由 0.5调整为0.00；股票折算率调为0情况是券商统一动作，这一调整是依据规则开展常态化操作，当前折 算率为0股票数量已超千只。 6、中国结算上海分公司联合上交所正推进沪市ETF网上发行优化。其中 包括，新增支持认购资金利息折算基金份 ...

Group 1 - The Ministry of Commerce and the General Administration of Customs announced export controls on superhard materials, certain rare earth equipment and raw materials, lithium batteries, and artificial graphite anode materials [2] - The State Council issued the "Electronic Seal Management Measures" to regulate the management and application of electronic seals for various organizations [3] - The National Development and Reform Commission and the State Administration for Market Regulation released measures to combat price disorder and maintain a good market price order [4] Group 2 - The Ministry of Industry and Information Technology reported that small and medium-sized enterprises in China showed stable economic performance with an increase in value-added of 7.6% year-on-year, outperforming large enterprises by 3.3 percentage points [5] - The latest data indicates that specialized and innovative small and medium-sized enterprises, referred to as "little giants," experienced a value-added growth of 8.7% [5] Group 3 - Silver prices in London reached $50 per ounce for the first time in history [6] - A ceasefire agreement in Gaza officially took effect, with negotiations facilitated by Egypt and Qatar [6] Group 4 - Companies such as Seres signed a business cooperation framework agreement with Volcano Engine [8] - Tongling Nonferrous Metals reported significant price increases for its main products, copper and gold, while copper concentrate processing fees remain low [8] - Ganfeng Lithium is in the process of introducing strategic investors for its energy storage segment, but no substantial agreements have been formed yet [8] Group 5 - Guandong Mingzhu expects a net profit of 215 million to 263 million yuan for the first three quarters, representing a year-on-year growth of 858.45% to 1071.44% [9] - TCL Technology completed the acquisition of 80% of LGDCA and 100% of LGDGZ [11]

Key Points - The Chinese government has announced export controls on superhard materials, certain rare earth equipment, lithium batteries, and artificial graphite anode materials [2] - The Ministry of Commerce has reactivated the "unreliable entity list" to sanction foreign entities involved in military technology cooperation with Taiwan, emphasizing the protection of national security [3] - The State Council has issued regulations on electronic seal management, applicable to various organizations [3] - The National Development and Reform Commission has introduced measures to combat price disorder in the market, including warnings, regulatory enforcement, and credit-based penalties [4] - The Ministry of Industry and Information Technology has updated the technical requirements for electric vehicles eligible for tax exemptions starting January 1, 2026 [5] - Data shows that small and medium-sized enterprises in China have maintained stable economic performance, with a 7.6% year-on-year increase in value added for industrial SMEs [5] - Silver prices in London have reached a historic high of $50 per ounce [6] - A ceasefire agreement in Gaza has been reached, with negotiations facilitated by Egypt and Qatar [6] Company News - Seres has signed a business cooperation framework agreement with Volcano Engine [8] - Tongling Nonferrous Metals has seen significant price increases in its main products, copper and gold [8] - Ganfeng Lithium has not yet formed any substantial agreements with strategic investors in its energy storage sector [8] - Zhonghuan Environmental Protection plans to change its controlling shareholder [9] - Guangdong Mingzhu expects a net profit of 215 million to 263 million yuan for the first three quarters, a year-on-year increase of 858.45% to 1071.44% [9] - TCL Technology has completed the acquisition of 80% of LGDCA and 100% of LGDGZ [9] - Sunshine Power has submitted an application for H-share listing on the Hong Kong Stock Exchange [9] Industry Insights - Guotai Junan believes that the Chinese aviation industry is entering a "super cycle," with expectations for significant profit growth as supply and demand recover [10] - Zhongyuan Securities suggests a balanced allocation between growth and value styles in investment strategies, focusing on TMT, pharmaceuticals, and securities sectors [11]

Industry News - The Ministry of Industry and Information Technology, along with other departments, announced adjustments to the technical requirements for tax exemptions on new energy vehicles, raising the pure electric range threshold for plug-in hybrid vehicles to 100 km from the previous 43 km [4][6] - The Shanghai branch of China Securities and the Shanghai Stock Exchange are promoting the optimization of online issuance for ETFs, including new services for converting subscription interest into fund shares [6] - The price of spot silver has historically surpassed $50 per ounce for the first time, previously peaking at $49.79 per ounce in April 2011 [6] - The National Medical Insurance Administration and the National Administration of Traditional Chinese Medicine have issued a notice to pilot disease-based payment for traditional Chinese medicine in about 15 provinces or cities [6] - The Zhejiang Provincial Construction Department and other five departments have released guidelines to build a diversified housing security system, focusing on solving housing issues for the most vulnerable groups [6] - Chongqing has introduced innovative measures to support improved housing consumption, including increasing the proportion of housing vouchers for resettlement [6] Company News - Jiuzong Fund announced that its actual controller, Guan Jinsheng, passed away due to sudden illness on October 7, 2025 [9] - Muyuan Foods has raised its forecast for the number of piglets to be sold in 2025 to a range of 12 million to 14.5 million [10] - WuXi AppTec announced the sale of 30.3 million shares of WuXi AppTec, which is expected to increase its net profit by 4.351 billion yuan after tax for the fiscal year 2025 [11] - NewEase announced a preliminary transfer price of 328.00 yuan per share for its inquiry [12] - Poly Developments announced that Poly Southern plans to transfer 4.512 billion shares to Poly Group, changing its controlling shareholder to Poly Group [15] - Qianli Technology reported a 976% year-on-year increase in new energy vehicle production in September, totaling 4,282 units [14] - Guangdong Mingzhu announced a projected net profit increase of 858% to 1071% for the first three quarters [17] - Yongzhen Co. signed a strategic cooperation agreement with BYD to collaborate on energy storage projects [17] - Guangda Special Materials reported a projected net profit increase of approximately 214% for the first three quarters, with profitability from offshore wind power casting projects [17]

Group 1 - China's Ministry of Commerce announced export controls on certain rare earth items and technologies, adding 14 foreign entities to the unreliable entity list [2] - The Ministry of Industry and Information Technology adjusted the technical requirements for the purchase tax exemption for new energy vehicles, increasing the pure electric range for plug-in hybrid vehicles from 43 km to at least 100 km [2] Group 2 - The domestic travel expenditure during the National Day and Mid-Autumn Festival reached 809 billion CNY, an increase of 1.08 billion CNY compared to the same period in 2024 [3] - The National Development and Reform Commission and the State Administration for Market Regulation issued measures to address disorderly competition in pricing, signaling a commitment to maintain fair market competition [3] - In the first eight months of this year, the value added of small and medium-sized industrial enterprises in China grew by 7.6%, outpacing large enterprises by 3.3 percentage points [3] Group 3 - The first trading day after the holiday saw A-shares perform strongly, with the Shanghai Composite Index closing up 1.32% at 3933.97 points, marking a ten-year high [4] - The Hong Kong Hang Seng Index fell by 0.29% to 26752.59 points, with significant fluctuations in the semiconductor and healthcare sectors [4] - In September, the stock ETF market attracted over 110 billion CNY in net inflows, with significant investments in ETFs tracking Hong Kong and A-share indices [4] Group 4 - The Shanghai Stock Exchange is set to optimize the online issuance of ETFs to support high-quality index investment and reduce market operation costs [5] - Private equity firms are optimistic about the market outlook for the fourth quarter, although they caution about the need for a balance between defensive and offensive strategies [6] Group 5 - In September, the sales of China's top 100 real estate companies increased by 11.9% month-on-month, with a total sales amount of 252.78 billion CNY [8] - The overall performance of the real estate market during the National Day and Mid-Autumn Festival was relatively flat, with core cities showing some growth in new housing transactions [8] Group 6 - TSMC reported a revenue of 330.98 billion TWD in September, a year-on-year increase of 31.4% [10] - Microsoft is facing a prolonged supply shortage for data centers, which is expected to last until mid-2026 [10] Group 7 - The U.S. stock market saw slight declines, with the Dow Jones down 0.52% and the S&P 500 down 0.28%, while tech stocks showed mixed performance [14] - European stock indices had varied performances, with the DAX index up 0.06% and the CAC40 down 0.23% [14] Group 8 - The bond market opened positively after the holiday, with major interest rate bonds seeing a decline in yields [16] - The scale of bond ETFs has significantly increased, reaching a total of 684.4 billion CNY by the end of September, a growth of 280% since the beginning of the year [16] Group 9 - Oil prices fell, with WTI crude down 1.65% to 61.52 USD per barrel, influenced by geopolitical developments in the Middle East [17] - Precious metals saw a general decline, with COMEX gold futures down 1.95% [17] Group 10 - The onshore RMB closed at 7.1246 against the USD, a decrease of 60 basis points from the previous trading day [19] - The U.S. Treasury intervened in the Argentine foreign exchange market, establishing a currency swap framework of 20 billion USD [19]

Mergers and Acquisitions - TCL Technology completed the acquisition of 80% stake in LGDCA and 100% stake in LGDGZ, with a final purchase amount of 11.088 billion RMB [1] - Wanlong Magnetic Plastic purchased 100% stake in Tian'en Electronics for 235 million RMB, focusing on glass products for home appliances [1] Share Buybacks - Huamao Logistics' controlling shareholder plans to increase holdings between 64.5 million to 129 million RMB [2] Investment Cooperation and Operational Status - Muyuan Foods adjusted its expected piglet output for 2025 from a range of 8 million to 12 million to 12 million to 14.5 million [3] - Seres' subsidiary signed a business cooperation framework agreement with Beijing Volcano Engine Technology [3] - Lizhong Group entered into a strategic cooperation agreement with Weijing Intelligent for business collaboration and equity investment [3] - Yongzhen Co. signed a strategic cooperation agreement with BYD to develop competitive energy storage system products [3] - Huayi Brothers' film "The Volunteer Army: Blood and Peace" has accumulated box office revenue of approximately 489 million RMB [4] - Shenhao Technology obtained a patent for a laser radar 3D reconstruction method [5] - Sifang Optoelectronics plans to invest 600 million RMB in a high-end sensor industry base project [6] - Pingzhi Information's subsidiary Shenzhen Zhaoneng is expected to win a bid for China Telecom's Tianyi Gateway 4.0 centralized procurement project [7] - Haochen Software signed a strategic cooperation agreement with Shanghai Ziqian Technology for collaboration in 3D CAD software [8] - Tianhe Magnetic Materials' subsidiary plans to invest in high-performance rare earth permanent magnet projects with total investments of approximately 850 million RMB and 50 million RMB [8] Performance Changes - Jinli Permanent Magnet expects net profit for the first three quarters to be between 505 million to 550 million RMB, a year-on-year increase of 157% to 179% [9] - Guoda Special Materials anticipates net profit of around 248 million RMB, a year-on-year increase of approximately 213.92% [9] - Shandong Steel expects net profit of around 140 million RMB, an increase of approximately 1.591 billion RMB compared to the same period last year [9] - Dinglong Co. estimates net profit for the first three quarters to be between 501 million to 531 million RMB, a year-on-year increase of 33.13% to 41.1% [9] - Guangdong Mingzhu expects net profit between 215 million to 263 million RMB, a year-on-year increase of 858.45% to 1,071.44% [9] - Yangjie Technology anticipates net profit of 937 million to 1.004 billion RMB, a year-on-year increase of 40% to 50% [9]

一、融资租赁进展情况 辽宁鼎际得石化股份有限公司（以下简称"公司"）于 2025 年 9 月 10 召开 第三届董事会第十一次会议、并于 2025 年 9 月 26 日召开 2025 年第四次临时股 东大会审议通过了《关于申请融资租赁业务的议案》，具体内容详见 2025 年 9 月 11 日刊载于上海证券交易所网站（www.sse.com.cn）的《辽宁鼎际得石化股 份有限公司关于申请融资租赁业务的公告》（公告编号：2025-044）。 近日，公司及控股子公司辽宁鼎际得石化科技有限公司（以下简称"石化科 技"）与海通恒信国际融资租赁股份有限公司（以下简称"海通恒信租赁"）签 订了《融资回租合同》，将公司及子公司相关设备资产作为租赁物以售后回租方 式与海通恒信租赁开展融资租赁业务，融资总金额为 9,200 万元人民币，融资期 限 12 个月。 证券代码：603255 证券简称：鼎际得 公告编号：2025-050 辽宁鼎际得石化股份有限公司 关于公司及子公司开展融资租赁业务进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 ...

证券代码：603255 证券简称：鼎际得 公告编号：2025-049 辽宁鼎际得石化股份有限公司 关于为子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1、2025 年 6 月，公司控股子公司石化科技、委托人东北中小企业融资再担 保股份有限公司大连分公司（以下简称"东北再担保公司大连分公司"）与受托 人吉林省信托有限责任公司（以下简称"吉林信托"）签订《信托贷款借款合同》 （以下简称"主合同"），东北再担保公司大连分公司委托吉林信托向石化科技发 放贷款人民币 4,500 万元，贷款期限 90 天。公司为石化科技在主合同项下人民 币 4,500 万元的债务提供连带保证责任，保证期间为自主合同中约定的债务履行 期限届满之日起三年，若主合同项下的债务为分期到期，保证期间为最后一期还 款期限届满之日起三年，若债务展期的，则至展期后的债务履行期限届满之日起 三 年 。 具 体 内 容 详 见 2025 年 7 月 2 日 刊 载 于 上 海 证 券 交 易 所 网 站 （www.sse.com. ...

. In Mao Law Firm 致:辽宁鼎际得石化股份有限公司 辽宁鼎际得石化股份有限公司(以下简称"公司")2025年第四次临时股东 大会（以下简称"本次股东大会"）于 2025 年 9 月 26 日下午在公司会议室召开 。 上海市金茂律师事务所（以下简称"本所"）经公司聘请并接受公司委托，委派茅 丽婧律师、赵可沁律师(以下简称"本所律师")出席本次股东大会,并根据《中 华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》"）、中国证券监督管理委员会公布的《上市公司股东会 规则》（以下简称"《股东会规则》"）等相关法律、法规和规范性文件以及《辽 宁鼎际得石化股份有限公司章程》(以下简称"《公司章程》"),就本次股东大 会的召集、召开程序、出席会议人员资格、表决程序、表决结果等发表法律意见。 本所律师同意公司将本法律意见书作为本次股东大会的法定文件,随其他文件 一并报送上海证券交易所审查并予以公告。 Tel/电话:(8621) 6249 6040 Fax/传真:(8621) 6249 5611 Website/网址: www.jinmao.com.cn 上海市金 ...