来源：e公司 8月28日晚间，上纬新材（688585）公告，当日，公司收到 金风投控 出具的《关于股份减持计划实 施完成的告知函》，截至8月28日， 金风投控 通过集中竞价方式累计减持公司股份403.36万股，占 公司总股本的1%，本次减持计划已实施完毕。 公告显示，本次减持计划实施前， 金风投控 持有上纬新材2180.08万股股份，占公司总股本的5.40%。 上述股票来源为上纬新材首次公开发行股票上市前持有的股份，且已于2021年9月28日起上市流通。 梳理 金风投控 本次减持脉络，今年5月21日，上纬新材披露了《上纬新材持股5%以上股东减持股份计划 公告》，金风投资拟通过集中竞价及大宗交易的方式减持其所持有的公司股份合计不超过1210.08万股， 即不超过公司总股本的3.00%。 7月9日，上纬新材公告，金风投控与致远新创合伙签署股份转让协议，致远新创合伙拟以协议转让的方 式受让金风投控所持有的上纬新材1776.7万股无限售条件流通股股份及其所对应的所有股东权利和权 益，占上纬新材股份总数的4.40%。不过，该协议转让股份尚需取得上交所的合规性确认意见并在中登公 司上海分公司办理股份过户登记手续。 这就意 ...

凯格精机(301338.SZ)公告称，公司控股股东、实际控制人的一致行动人南京凯灵格、东莞凯创、东莞 凯林计划在本公告披露之日起15个交易日后的3个月内通过集中竞价交易方式和大宗交易方式合计减持 本公司股份不超过3,192,000股，占公司总股本比例3.00%。减持主要是基于平台员工个人资金需求。 ...

Core Viewpoint - Zhejiang Shibao (002703.SZ) announced that its controlling shareholder, Shibao Holdings, plans to reduce its holdings of A-shares by up to 16,452,647 shares, which represents no more than 2% of the company's total share capital, within three months starting from 15 trading days after the announcement. The reason for the reduction is the shareholder's own funding needs, and the shares are sourced from those issued prior to the company's initial public offering and from capital reserve conversion. This reduction plan will not lead to a change in the company's control or significantly impact its governance structure and ongoing operations [1]. Summary by Relevant Sections - **Share Reduction Plan** - Shibao Holdings intends to reduce its holdings by a maximum of 16,452,647 shares [1] - This reduction accounts for up to 2% of the total share capital of the company [1] - **Reason for Reduction** - The reduction is driven by the funding needs of the shareholder [1] - Shares involved are from pre-IPO issuance and capital reserve conversion [1] - **Impact on Company** - The reduction will not result in a change of control for the company [1] - There will be no significant impact on the company's governance structure or its ongoing operations [1]

Core Viewpoint - The major shareholder, Tiantai Wansheng Zhihe Investment Partnership (Limited Partnership), has reduced its stake in Wansheng Intelligent by selling 2.862 million shares at an average price of 16.69 yuan per share, representing 1.00% of the total share capital [1] Summary by Category Shareholder Activity - The reduction in shares occurred within the planned timeframe, with the major shareholder now holding 17.8288 million shares, which is 6.23% of the total shares, down from 20.6908 million shares or 7.23% previously [1]

嵘泰股份公告，股东泰安润奕投资合伙企业(有限合伙)持有公司1185.6万股，占4.19%，拟自2025年9月 22日至2025年12月21日通过集中竞价、大宗交易方式合计减持不超过296.4万股，不超过公司总股本的 1.05%，其中集中竞价减持不超过282.81万股，大宗交易减持不超过296.4万股。 ...

Group 1 - The controlling shareholder and actual controller, Zhou Xiaodong, plans to reduce holdings by no more than 4.3445 million shares, accounting for 1.50% of the company's total share capital [1] - The concerted action person, Zhou Jinhang, also plans to reduce holdings by no more than 4.3445 million shares, representing 1.50% of the company's total share capital [1] - The deputy general manager, Wang Shusheng, intends to reduce holdings by no more than 37,600 shares, which is 0.01% of the company's total share capital [1] Group 2 - The reduction period is set from September 19, 2025, to December 18, 2025, with methods including centralized bidding and block trading [1]

Core Viewpoint - The company, Hanrui Cobalt, reported significant growth in its financial performance for the first half of 2025, with a notable increase in both revenue and net profit, indicating a recovery from previous downturns in the cobalt market [1] Financial Performance - In the first half of 2025, Hanrui Cobalt achieved an operating income of 3.168 billion yuan, representing a year-on-year growth of 23.77% [1] - The net profit for the same period was 127 million yuan, showing a substantial year-on-year increase of 102.94% [1] - The company's first quarter of 2025 saw a non-recurring net profit of 22.23 million yuan, a decline of 63.59% year-on-year, but it rebounded to 83.07 million yuan in the second quarter, demonstrating strong profit elasticity post-capacity ramp-up [1] Historical Performance - From 2023 to 2024, Hanrui Cobalt experienced a performance cycle from pressure to recovery, with a net profit of 138 million yuan in 2023, down over 34% year-on-year due to falling cobalt prices [1] - In 2024, the net profit recovered to 201 million yuan, driven by tightened supply from the extended cobalt export ban in the Democratic Republic of Congo and improved capacity utilization [1] Shareholder Activity - Significant shareholder reductions have been noted, with the controlling shareholders, Liang Jiankun and Liang Jie, having reduced their holdings since the lifting of the lock-up period in 2020, cashing out a total of 952 million yuan over three years [2][3] - In July 2025, other shareholders announced plans to reduce their holdings by up to 3% due to personal funding needs [3] Strategic Initiatives - The company provided a bank credit guarantee of up to 120 million USD for its wholly-owned subsidiary in Hong Kong, aimed at funding the construction of a nickel project in Indonesia, which is expected to generate annual revenue of 2.37 billion yuan and a gross margin of 29.2% upon its completion in March 2026 [3] - The nickel project is crucial for addressing the company's supply chain gaps in the "cobalt powder - precursor" segment and is projected to meet the demand for 400,000 electric vehicles [3] Challenges - Despite the recovery in performance, the company faces challenges, as evidenced by a decline in gross profit margin to 11.2% in the first quarter of 2025, down from 16.57% in the same period of 2024, highlighting the ongoing impact of price fluctuations in copper and cobalt on profitability [3] - The ongoing shareholder sell-offs and fluctuating gross margins reflect the vulnerabilities of resource-based companies amid cyclical market changes [3]

Summary of Key Points Core Viewpoint - The major shareholder, Hainan Qiyu Enterprise Management Partnership, has completed its share reduction plan, decreasing its stake in Hangzhou Guangyun Technology Co., Ltd. from 6.68% to 6.00% through the sale of 7,111,271 shares, which represents 1.67% of the company's total share capital [1][2][4]. Group 1: Shareholder Information - Before the reduction plan, Hainan Qiyu held 28,450,843 shares, accounting for 6.68% of the total share capital, all of which were acquired prior to the company's initial public offering [1]. - After the reduction, Hainan Qiyu's shareholding decreased to 25,549,581 shares, representing 6.00% of the total share capital [2]. Group 2: Reduction Plan Implementation - The reduction plan was announced on May 14, 2025, with a maximum limit of 7,111,271 shares to be sold within three months [2]. - As of the announcement date, Hainan Qiyu had successfully reduced its holdings by 2,901,262 shares between June 9 and July 18, 2025, confirming that the actual reduction met the planned targets [3]. - The reduction plan was completed ahead of schedule, with all intended shares sold [3][4].

Core Viewpoint - The announcement details significant share reductions by major shareholders of Lante Optics, indicating a shift in ownership structure and potential implications for the company's stock performance [1][2][3]. Shareholder Activity - Lante Optics' major shareholders, Jiaxing Lantuo Equity Investment Partnership and Xu Guiming, have collectively reduced their holdings by 3,142,240 shares, representing 0.7793% of the total share capital [1][2]. - Jiaxing Lantuo sold 1,850,040 shares at an average price of 29.67 CNY, totaling approximately 54.89 million CNY, while Xu Guiming sold 1,292,200 shares at an average price of 28.71 CNY, totaling around 37.10 million CNY [2][3]. Financial Performance - For the first half of 2025, Lante Optics reported a revenue of 577 million CNY, marking a year-on-year increase of 52.54%, and a net profit attributable to shareholders of 103 million CNY, up 110.27% [4][5]. - The net cash flow from operating activities was recorded at 157 million CNY, reflecting a decrease of 7.45% compared to the previous year [5]. Company Background - Lante Optics, established in 2003 and located in Jiaxing, Zhejiang Province, primarily engages in the manufacturing of instruments and meters, with a registered capital of approximately 403.19 million CNY [4][5].

Core Viewpoint - The announcement details the completion of the share reduction plan by major shareholders of Shenzhen Anner Co., Ltd, specifically by Jinjiang Qianji Private Fund Management Co., Ltd and Zhejiang Yongxi Investment Management Co., Ltd, indicating their exit from being 5% shareholders [1][2][3]. Shareholder Reduction Details - Jinjiang Qianji reduced its holdings by 2,129,500 shares through centralized bidding on June 12, 2025, at an average price of 15.9548 yuan per share, resulting in a new holding of 10,650,793 shares, which is 4.99998% of the total share capital [3][4]. - Zhejiang Yongxi reduced its holdings by 2,129,470 shares from May 28 to June 18, 2025, at an average price of 16.135 yuan per share, leading to a new holding of 10,650,823 shares, which is 4.99999% of the total share capital [3][4]. Compliance and Impact - The share reduction plan complies with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange's rules [5]. - The reduction will not change the company's controlling shareholder or actual controller, nor will it impact the company's financial status or normal operations [5].