登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示： ● 拟参与常州聚和新材料股份有限公司（以下简称"聚和材料"或"公司"）首发前股东询价转让（以下简 称"本次询价转让"）的股东为陈耀民（以下简称"出让方"）； ● 出让方拟转让股份的总数为6,776,942股，占聚和材料总股本的比例为2.80%； ● 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级市场减持。受让方通过询价 转让受让的股份，在受让后6个月内不得转让； 证券代码：688503 证券简称：聚和材料 公告编号：2025-052 股东陈耀民保证向常州聚和新材料股份有限公司提供的信息内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 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。 ● 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资者。 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托中信证券股份有限公司（以下简称"中信证券"）组织实施本次询价转让。截至2025年12月9 日，出让方所持首发前股份的数量、占公司总股本比 ...

Group 1 - China's CPI and PPI data for November will be released [3] - The 2025 China Platinum Group Metals Market Annual Conference is scheduled to be held in Sanya [3] - The 20th China IDC Industry Annual Conference will take place from December 10 to 11 [3] Group 2 - U.S. stock indices closed mixed, with the Dow down 0.37%, Nasdaq up 0.13%, and S&P 500 down 0.09% [6] - Major tech stocks like Google, Broadcom, and Tesla rose over 1%, while Meta fell over 1% [6] - The Nasdaq Golden Dragon China Index dropped 1.37%, with most Chinese concept stocks declining [6] Group 3 - International oil prices fell, with WTI crude down 0.87% at $58.37 per barrel and Brent crude down 0.66% at $62.08 per barrel [7] - Spot silver prices broke the $60 mark, reaching a historical high of $60.83 per ounce, currently at $60.71, up 4.5% [7] - Spot gold rose 0.5% to $4211.27 per ounce [7] Group 4 - China's crude oil production is expected to reach 215 million tons in 2025, a historical high [10] - During the 14th Five-Year Plan period, China has added 105 million tons of new crude oil capacity, with offshore oil contributing over 60% of the new production [10] Group 5 - The Hainan Free Trade Port successfully completed its first international transshipment "change order" business [11] - A batch of clothing goods from Milan, Italy, was transshipped through Haikou Meilan International Airport to Hong Kong [11] Group 6 - Fujian Province encourages companies like CATL and Xingyun Electronics to develop electric ship infrastructure [12] - The plan aims to promote the electric ship industry as an advanced sector in Fujian, focusing on charging and swapping facilities [12] Group 7 - The Ministry of Public Security has publicly announced a wanted list for 100 fugitives involved in telecom network fraud [13] - This initiative aims to combat cross-border telecom fraud and protect citizens' property rights [13] Group 8 - Trump announced that Nvidia's sales of H200 chips to China will require 25% of revenue to be paid to the U.S. government [13] - This move is expected to create jobs and maintain U.S. leadership in the AI sector [13] Group 9 - The Chinese government is preparing for elections, with President Zelensky requesting security guarantees from the U.S. and Europe [14] - The elections could be held within 60 to 90 days if security is assured [14] Group 10 - Xiaomi has initiated a series of personnel adjustments in key operational positions across its mobile, automotive, and home appliance sectors [28] - These changes may indicate a strategic shift in the company's business layout [28]

Mergers and Acquisitions - Yubang Power plans to acquire 10% equity of Yubang Zhiyuan for 30 million yuan, increasing its direct stake from 66% to 76% [1] - Xiamen Airport is planning to acquire 100% equity of Zhaoxiang Technology using its own funds, which constitutes a related party transaction but is not expected to be a major asset restructuring [2] - SIRUI Technology has decided to terminate its plan to acquire equity in Ningbo Aola Semiconductor and raise supporting funds through share issuance or cash payment [3] - Rhine Biology is planning a change of control and intends to acquire at least 80% equity of Beijing Jinkangpu through share issuance and cash payment, along with raising supporting funds [4] Shareholding Changes - Juhe Materials' shareholder Chen Yaomin plans to reduce his stake by up to 2.80%, transferring 6.7769 million shares, which represents 2.80% of the total share capital [5] - Donghua Testing's controlling shareholder Liu Shigang and his associate Luo Mian plan to reduce their holdings by up to 1.99%, totaling 2.7525 million shares, due to personal financial needs [6] - Lide New Energy's shareholder Shandong Electric Construction, holding 5.6813%, plans to reduce its stake by up to 1% for operational management needs [7] Risk Matters - Tianyuan Dike's chairman Chen You has been placed under detention by the local supervisory committee, but the company's board operations and management remain normal [8] - Yangfan New Materials announced that the detention measures against its controlling shareholder and director Fan Peiren have been lifted, allowing him to resume his duties, with the company's operations remaining normal [9]

Group 1 - The core viewpoint of the report emphasizes the steady progress of "anti-involution" in the photovoltaic industry, highlighting the potential of new technologies and the synergy between solar energy and storage [1] - The report predicts that China's newly installed photovoltaic capacity in 2025 will reach 270-300 GW, maintaining a year-on-year growth of -3% to 8% [2][7] - The report indicates that the photovoltaic industry in China will directly influence global installation expectations, with China's share of global new installations expected to remain above 50% in 2024 and 2025 [7][10] Group 2 - The report outlines the trend of market-oriented electricity production, noting that the introduction of market mechanisms has led to a decrease in photovoltaic grid connection prices, impacting investment decisions [13][14] - It highlights that the photovoltaic supply-demand mismatch is being addressed through self-discipline and legal reforms, which are expected to improve the industry's overcapacity situation [18][29] - The report discusses the profitability recovery of the photovoltaic sector, with net profits of the photovoltaic equipment sector reaching historical peaks in 2023, followed by a forecasted recovery in 2026 as supply-side reforms take effect [22][56] Group 3 - The report emphasizes the importance of differentiated competition in the photovoltaic market, suggesting that technological and regional sales differentiation will be key to future competitiveness [42][44] - It notes that the TOPCon technology is expected to lead the next generation of photovoltaic products, with significant efficiency improvements anticipated [47][50] - The synergy between solar energy and storage is highlighted as a crucial path for future transformation, with both the Chinese and U.S. markets showing strong growth potential in energy storage [51][55] Group 4 - The report identifies key investment opportunities in the photovoltaic sector, including companies involved in polysilicon production, new technologies, solar-storage integration, and overseas capacity expansion [56] - It suggests that companies like LONGi Green Energy, Trina Solar, and JinkoSolar are well-positioned to benefit from the growing energy storage market [55][56] - The report concludes that the overall photovoltaic industry is expected to recover from previous losses, with a focus on sustainable growth driven by technological advancements and market reforms [56]

Group 1: Suspension - Rhine Biotech's controlling shareholder is planning a change in control and intends to acquire at least 80% of Beijing Jinkangpu's shares, leading to a stock suspension [1] Group 2: Mergers and Acquisitions - Xiamen Airport is planning to acquire 100% of Zhaoxiang Technology, resulting in a consecutive trading limit increase [2] Group 3: Share Buybacks and Equity Transfers - Songcheng Performance plans to repurchase shares worth between 100 million to 200 million yuan for cancellation and capital reduction [3] - Huatai Medical intends to repurchase shares for 200 million to 250 million yuan [4] - Shareholder Chen Yaomin of Juhe Materials plans to transfer 2.8% of shares through inquiry [5] Group 4: External Investments and Daily Operations - Tongyi Zhong plans to invest approximately 198 million yuan to build a project for the industrialization of 2,400 tons of ultra-high molecular weight polyethylene fibers, expanding applications in humanoid robots [6] - Xi'an Yicai expects to exceed a total capacity of 1.2 million 12-inch silicon wafers per month by 2026, with products already in mass production for advanced DRAM storage chips [7] - Jingce Electronics' subsidiary signed a sales contract worth 433 million yuan for semiconductor testing equipment, primarily for advanced storage and HBM applications [7] - Xingfu Electronics plans to invest 480 million yuan to construct a 40,000 tons/year electronic-grade phosphoric acid project [7] - Fosun Pharma's subsidiary, Yaoyou Pharmaceutical, signed a licensing agreement with Pfizer for the exclusive global development, use, production, and commercialization rights of GLP-1R agonists [7] - Borui Communication intends to acquire 51% of Meijing Technology for 66.49 million yuan [7] - Longi Green Energy has terminated its overseas issuance of global depositary receipts [7] - Yongmaotai plans to invest 400 million yuan to build an intelligent manufacturing project for magnesium-aluminum alloy new materials for automotive and robotic components [8] - Zhongchao Holdings' subsidiary received an order for precision casting of high-temperature alloy components for gas turbines worth 51.5586 million yuan [9] - Jinggong Technology signed a sales contract with Hubei Yuchuang worth 729 million yuan [10]

聚和材料(688503.SH)发布股东询价转让计划书，拟参与公司首发前股东询价转让的股东为陈耀民，出 让方拟转让股份的总数为677.69万股，占聚和材料总股本的比例为2.80%。 ...

智通财经APP讯，聚和材料(688503.SH)发布股东询价转让计划书，拟参与公司首发前股东询价转让的 股东为陈耀民，出让方拟转让股份的总数为677.69万股，占聚和材料总股本的比例为2.80%。 ...

格隆汇12月9日丨聚和材料(688503.SH)公布，拟参与公司首发前股东询价转让（简称"本次询价转让"） 的股东为陈耀民（称"出让方"）；出让方拟转让股份的总数为6,776,942股，占聚和材料总股本的比例为 2.80%。 ...

证券代码：688503 证券简称：聚和材料 公告编号：2025-052 常州聚和新材料股份有限公司 股东询价转让计划书 股东陈耀民保证向常州聚和新材料股份有限公司提供的信息内容不存在任 何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承 担法律责任。 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。 重要内容提示： 拟参与常州聚和新材料股份有限公司（以下简称"聚和材料"或"公司"） 首发前股东询价转让（以下简称"本次询价转让"）的股东为陈耀民（以下简称 "出让方"）； 出让方拟转让股份的总数为 6,776,942 股，占聚和材料总股本的比例为 2.80%； （二）关于出让方是否为公司控股股东、实际控制人、持股 5%以上的股东、 董事、高级管理人员 （三）出让方关于拟转让股份权属清晰、不存在限制或者禁止转让情形、 不违反相关规则及其作出的承诺的声明 本次询价转让的出让方陈耀民非公司控股股东、实际控制人、董事及高级管 理人员，本次询价转让的出让方陈耀民持有聚和材料股份比例超过总股本的 5%。 出让方声明，出让方所持股份已经解除限售，权属清晰。出让方不存在《上 市公司股东减持股 ...

中信证券股份有限公司 关于常州聚和新材料股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 （二）核查情况 1、陈耀民 （1）基本情况 陈耀民，中国国籍，拥有澳大利亚永久居留权，住址为上海市虹口区******， 公民身份证号码为 310103196208******。 中信证券股份有限公司（以下简称"中信证券"）受常州聚和新材料股份有 限公司（以下简称"聚和材料"）股东陈耀民（以下简称"出让方"）委托，组 织实施本次聚和材料首发前股东向特定机构投资者询价转让（以下简称"本次询 价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》《上海证券交易所科创板上市公司自律监管指引第 4 号——询价 转让和配售（2025 年 3 月修订）》（以下简称"《询价转让和配售指引》"）等 相关规定，中信证券对参与本次询价转让股东的相关资格进行核查，并出具本核 查意见。 一、本次询价转让的委托 中信证券收到出让方关于本次询价转让 ...