Group 1 - The 2025 Lujiazui Forum in Shanghai saw the central bank and financial regulatory authorities announce multiple financial measures to support high-level opening-up, including the establishment of a digital RMB international operation center and innovative monetary policy tools [2][5] - The People's Bank of China will implement eight policy measures to support the construction of Shanghai as an international financial center, while the financial regulatory authority will facilitate foreign institutions' participation in more financial business pilots [2][5] - The China Securities Regulatory Commission (CSRC) announced the re-launch of the fifth listing standard for unprofitable companies on the Sci-Tech Innovation Board, supporting sectors like artificial intelligence and commercial aerospace [8][9] Group 2 - The U.S. Federal Reserve maintained the benchmark interest rate at 4.25%-4.50%, marking the fourth consecutive meeting without a change, while adjusting the GDP forecast for 2025 down to 1.4% and raising inflation expectations to 3% [2][3][18] - The Fed's dot plot indicates two expected rate cuts in 2025 totaling 50 basis points, consistent with previous forecasts, but only a 25 basis point cut is expected in 2026 [2][3][18] - The Fed's economic projections show an increase in core PCE inflation expectations for 2025, 2026, and 2027, with median values adjusted to 3.1%, 2.4%, and 2.1% respectively [18][19] Group 3 - The Shanghai Stock Exchange and Hong Kong Stock Exchange signed a collaborative development action plan to enhance infrastructure connectivity and create a complementary offshore financial service system [5] - The CSRC announced that qualified foreign investors will be allowed to participate in on-market ETF options trading starting October 9, aimed at promoting long-term investment in A-shares [8] - The establishment of the China Capital Market Society in Shanghai aims to create a high-end think tank platform for capital market theory research and decision-making consultation [8]

Group 1 - Wolong Materials plans to acquire 25% equity of Changyuan Electronics for 340 million yuan, aiming to hold 100% equity post-transaction [1] - New Fengming's wholly-owned subsidiary intends to acquire 36% equity of Jinlian Port for 70.08 million yuan [2] - Qingda Environmental Protection expects revenue for the first half of 2025 to grow by 75.12% to 143.22%, projecting revenue between 900 million to 1.25 billion yuan [3] Group 2 - Wuliangye Group has invested 606 million yuan to increase its stake in Wuliangye, acquiring 470,370 shares, which is 0.12% of the total share capital [4] - Blue Sky Gas's controlling shareholder plans to increase its stake in the company with an investment between 100 million to 150 million yuan, not exceeding 2% of the total share capital [5] - Hahong Huadong's major shareholder, Changzhou Hengtong Investment, plans to reduce its stake by up to 3%, equivalent to 545,440 shares [6] Group 3 - Songcheng Performance received a warning letter from the Zhejiang Securities Regulatory Bureau regarding supervisory measures against the company and related personnel [7] - Shandong Molong confirmed that there are no undisclosed significant matters, stating that its operational situation remains stable [8] - Zhun Oil also reported no undisclosed significant matters, with its operational environment remaining unchanged [9][10]

Suspension - *ST Huamei: The controlling shareholder Shanghai Pengsheng Technology Industry Co., Ltd. is planning a significant matter regarding the transfer of company shares, which may lead to a change in control of the company, resulting in stock suspension [1] Restructuring, Mergers, Acquisitions, and Private Placements - Konggang Co., Ltd.: Plans to sell 80% equity of Tianyuan Construction to its controlling shareholder, constituting a major asset restructuring [2] - Wolong Nuclear Material: Plans to purchase 25% equity of Changyuan Electronics for 340 million yuan; after the completion of this equity purchase, the company's shareholding in Changyuan Electronics will change from 75% to 100% [2] - Kangda New Materials: Plans to raise no more than 585 million yuan through a private placement for the expansion project of 80,000 tons/year electronic-grade epoxy resin, R&D center, and military electronic composite materials project, as well as to supplement working capital [2] Shareholding Changes, Increases, Transfers, and Buybacks - Huate Dain: Received a stake increase from Guo Weisong, with the shareholding ratio reaching 5% [3] - Lantian Gas: The controlling shareholder Lantian Group plans to increase its holdings by 100 million to 150 million yuan [4] - Aikedi: Plans to repurchase company shares for 100 million to 200 million yuan [5] - Liyang Chip: Shareholder inquiry transfer pricing at 15.59 yuan/share [6] - Donghu Gaoxin: Tianfeng Tiancai Asset Management Plan intends to transfer 1.26% of shares to the indirectly controlling shareholder LianTou Group [7] - Qizhong Technology: Plans to repurchase shares for 75 million to 150 million yuan [8] External Investments and Daily Operations - Small Commodity City: Plans to establish a wholly-owned subsidiary in Hong Kong and apply for a Hong Kong TCSP license to provide financial solutions for cross-border trade through the "Yi Payment" platform [9] Performance Changes - Qingda Environmental Protection: Expected operating income in the first half of 2025 is between 900 million to 1.25 billion yuan, a year-on-year increase of 75.12% to 143.22%, driven by increased delivery of energy-saving environmental treatment system products [12] - Obi Zhongguang: Expected cumulative operating income from January to May 2025 is approximately 363 million yuan, a year-on-year increase of about 117.18%; net profit attributable to the parent company is around 55 million yuan, an increase of approximately 86.44 million yuan [12]

Core Viewpoint - The company has approved an increase in collateral for a project loan to support the construction of the Huizhou Sanhe Wol New Materials Industrial Park, ensuring financial risks remain manageable and do not adversely affect operations or shareholder interests [1][2][3] Group 1: Project Loan Guarantee Overview - The company approved a project loan of up to 297.4 million RMB for its subsidiary, Huizhou Wol Technology Development Co., Ltd., with a loan term not exceeding 10 years [1] - The loan will be used for the construction of the Huizhou Sanhe Wol New Materials Industrial Park, which was previously approved by the board [1] Group 2: Additional Collateral Details - The subsidiary plans to provide additional collateral in the form of construction projects to the Bank of Communications, while other collateral conditions remain unchanged [2] - The total guarantee includes a joint liability guarantee of 297.4 million RMB, collateral guarantees, and cash pledges [2] Group 3: Impact on the Company - The increase in collateral is aimed at meeting operational needs, with financial risks considered manageable and not involving new bank loans [3] - There are no adverse effects on the company's operations or shareholder interests due to this decision [3] Group 4: Cumulative External Guarantee Situation - As of the board meeting date, the total approved external guarantees amount to 330.8674 million RMB, representing 5.98% of the company's latest audited net assets and 3.22% of total assets [3] - All guarantees are provided for the company's subsidiaries, with no overdue guarantees reported [3]

为促进下属子公司业务发展，提高其经济效益和盈利能力，公司控股子公司 长园电子(东莞)有限公司（以下简称"东莞电子"）拟为公司控股子公司深圳市 长园特发科技有限公司（以下简称"深圳特发"）向银行申请授信额度提供总额 度不超过人民币2,000万元的担保。具体授信银行、担保金额、担保期限以签订 的担保合同为准。上述担保额度的合同签署有效期自董事会审议通过之日起12 个月内有效。 证券代码：002130 证券简称：沃尔核材 公告编号：2025－055 深圳市沃尔核材股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、担保情况概述 三、拟担保情况 期限等以正式签署的担保协议为准。 本次担保事项已经公司2025年6月18日召开的第七届董事会第三十次会议审 议通过。本次对外担保金额合计人民币2,000万元，占公司2024年度经审计净资 产的0.36%。根据《深圳证券交易所上市公司自律监管指引第1号——主板上市公 司规范运作》及《公司章程》等有关规定，公司本次担保事项属于董事会权限范 围之内，无需提交股东会审议。 本次担保事项不构成关联交易，不构成《上市公司重大资产 ...

证券代码：002130 证券简称：沃尔核材 公告编号：2025-052 深圳市沃尔核材股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市沃尔核材股份有限公司（以下简称"公司"）第七届董事会第三十次 会议通知于2025年6月13日（星期五）以电话及邮件方式送达给公司全体董事。 会议于2025年6月18日（星期三）以通讯会议方式召开，会议应到董事9人，实到 董事9人，公司高管列席了本次会议。本次董事会会议的召开符合国家有关法律、 法规和《公司章程》的规定。会议由董事长周和平先生主持，审议通过了以下决 议： 一、以9票同意、0票反对、0票弃权，审议通过了《关于购买长园电子（集 团）有限公司25%股权的议案》。 公司拟以人民币34,000万元的价格购买长园（南京）智能电网设备有限公司 持有的长园电子（集团）有限公司25%的股权。本次股权购买完成后，公司持有 长园电子（集团）有限公司的股权将由75%变更为100%。 《关于购买长园电子（集团）有限公司25%股权的公告》详见2025年6月19 日的《证券时报》《中国证券报》和巨潮资讯网（www.cninfo. ...

本报告依据中国资产评估准则编制 深圳市沃尔核材股份有限公司拟收购股权 涉及的长园电子(集团)有限公司 股东全部权益 资产评估报告 深亿通评报字(2025)第1147号 (共壹册,第壹册) 深圳亿通资产评估房地产土地估价有限公司 二〇二五年六月三日 中国资产评估协会 资产评估业务报告备案回执 | 报告编码: | 4747200011202500164 | | --- | --- | | 合同编号: | 深圳亿通2025-0180 | | 报告类型: | 非法定评估业务资产评估报告 | | 报告文号: | 深亿通评报字(2025)第1147号 | | 报告名称: | 深圳市沃尔核材股份有限公司拟收购股权涉及的长园电子(集团) 有限公司股东全部权益资产评估报告 | | 评估结论: | 1.516.300.000.00元 | | 评估报告日: | 2025年06月03日 | | 评估机构名称: | 深圳亿通资产评估房地产土地估价有限公司 | | 签名人员: | 李月兰 (资产评估师) 正式会员 编号:37070017 | | | 汤坚文 (资产评估师) 正式会员 编号: 47180009 | 李月兰、汤坚文已实名认可 ...

证券代码：002130 证券简称：沃尔核材 公告编号：2025-053 深圳市沃尔核材股份有限公司 关于购买长园电子（集团）有限公司 25%股权的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、交易概述 深圳市沃尔核材股份有限公司（以下简称"公司"）于2025年6月18召开的 第七届董事会第三十次会议，以9票同意、0票反对、0票弃权审议通过了《关于 购买长园电子（集团）有限公司25%股权的议案》，公司拟以人民币34,000万元 的价格购买长园（南京）智能电网设备有限公司（以下简称"南京长园"）持有 的长园电子（集团）有限公司（以下简称"长园电子"）25%的股权。本次股权 购买完成后，公司持有长园电子的股权将由75%变更为100%，其仍为公司合并报 表范围内的子公司。公司实施本次交易的资金为自筹资金。 本次交易事项尚需在工商行政管理等相关部门进行备案登记，相关事项的办 理以有关部门的审批意见为准。为确保本项目能顺利实施，公司董事会授权公司 管理层办理本次交易相关事项的全部手续。 根据《深圳证券交易所股票上市规则》及《公司章程》等有关规定，本次交 易事项属于 ...

本次担保事项已经公司2025年6月18日召开的第七届董事会第三十次会议审 议通过。本次对外担保金额合计人民币2,000万元，占公司2024年度经审计净资 产的0.36%。根据《深圳证券交易所上市公司自律监管指引第1号——主板上市公 司规范运作》及《公司章程》等有关规定，公司本次担保事项属于董事会权限范 围之内，无需提交股东会审议。 证券代码：002130 证券简称：沃尔核材 公告编号：2025－055 深圳市沃尔核材股份有限公司 关于为控股子公司提供担保的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、担保情况概述 为促进下属子公司业务发展，提高其经济效益和盈利能力，公司控股子公司 长园电子(东莞)有限公司（以下简称"东莞电子"）拟为公司控股子公司深圳市 长园特发科技有限公司（以下简称"深圳特发"）向银行申请授信额度提供总额 度不超过人民币2,000万元的担保。具体授信银行、担保金额、担保期限以签订 的担保合同为准。上述担保额度的合同签署有效期自董事会审议通过之日起12 个月内有效。 本次担保事项不构成关联交易，不构成《上市公司重大资产重组管理办法》 规 ...

证券代码：002130 证券简称：沃尔核材 公告编号：2025－054 深圳市沃尔核材股份有限公司 关于控股子公司项目贷款增加抵押物的公告 1、公司将为沃尔科技申请惠州三和沃尔新材料产业园项目贷款授信额度提 供人民币29,740万元的连带责任担保； 2、沃尔科技将本项目对应的土地、在建工程以及建成后土地上建筑物用于 抵押担保； 3、沃尔科技在本项目办理不动产权证书期间将按已提款金额10%的比例提供 保证金质押担保。 三、对公司的影响 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市沃尔核材股份有限公司（以下简称"公司"）于2025年6月18日召开 的第七届董事会第三十次会议审议通过了《关于控股子公司项目贷款增加抵押物 的议案》，现将具体内容公告如下： 一、项目贷担保情况概述 深圳市沃尔核材股份有限公司（以下简称"公司"）于2025年5月12日召开 的第七届董事会第二十七次会议，审议通过了《关于同意控股子公司向银行申请 项目贷款额度并为其提供担保的议案》，为充分利用项目贷的期限优势及利率优 惠，公司控股子公司惠州市沃尔科技发展有限公司（以下简称"沃尔科技"）拟 ...