登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 上述增持主体存在一致行动人： 证券代码：603128证券简称：华贸物流公告编号：2025-027 港中旅华贸国际物流股份有限公司 增持股份进展公告 本公司董事会、全体董事及相关股东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： ● 港中旅华贸国际物流股份有限公司（以下简称"公司"）于2025年10月10日发布《关于控股股东增持股 份及增持计划的公告》，公司控股股东中国物流集团有限公司的全资子公司中国物流集团资本管理有限 公司（以下简称"资本管理有限公司"）计划自2025年10月9日起6个月内，通过上海证券交易所交易系统 以集中竞价交易方式增持公司股份，增持金额不低于人民币0.645亿元，不超过人民币1.29亿元。 截止2025年11月21日，资本管理有限公司已通过集中竞价交易方式增持公司股份4,049,530股。 ● 增持计划无法实施风险：本次增持计划可能因资本市场情况变化等因素影响存在不确定性。 一、增持主体的基本情况 （二）本次增持计划是否导致公司控股股东及实际控制人发生变化 ...

Core Viewpoint - China Mobile announced the exercise of conversion rights to convert its holdings of SPDB's convertible bonds into approximately 149,805,835 shares of SPDB A-shares at a conversion price of RMB 12.51 per share, effective on October 17, 2025 [1] Group 1 - The total face value of the convertible bonds being converted is RMB 1.874 billion [1] - Prior to the conversion, China Mobile held a total of 5,785,049,012 shares of SPDB A-shares, representing approximately 17.80% of SPDB's issued share capital [1] - After the conversion, the total shares held by China Mobile will increase to 5,934,854,847 shares, which will represent approximately 18.15% of the enlarged issued share capital of SPDB [1]

Core Viewpoint - Yili Investment Holdings Ltd plans to increase its stake in Carrot (02549.HK) by no less than HKD 20 million within six months, reflecting confidence in the company's value and growth potential [1] Group 1: Shareholding Details - As of the announcement date, Yili Investment holds a total of 400 million shares, representing approximately 72.62% of the company's issued shares (excluding treasury shares) [1] - The company board believes that the shareholding increase plan will maintain sufficient public float of the issued shares [1] Group 2: Management Confidence - The board views Yili Investment's plan as a demonstration of the controlling shareholder's long-term commitment and strong confidence in the group's future prospects [1]

Core Viewpoint - China Bank has strategically increased its stake in Zhongyin Consumer Finance to 47.98% through the acquisition of shares from existing shareholders, aiming to enhance corporate governance and comply with regulatory requirements [1] Group 1: Shareholding Changes - The China Banking and Insurance Regulatory Commission approved China Bank's acquisition of 3.558% of Zhongyin Consumer Finance from Shenzhen Bode Innovation Investment Co., Ltd. and 1.617% from Beijing Sequoia Shengyuan Management Consulting Co., Ltd. [1] - Following this transaction, China Bank's direct ownership in Zhongyin Consumer Finance has risen to 47.98% [1] - Additionally, China Bank holds an indirect stake of 13.23% in Zhongyin Consumer Finance through Zhongyin Credit Card (International) Co., Ltd. [1] Group 2: Corporate Governance and Compliance - The approval notice emphasizes that Zhongyin Consumer Finance must adhere to relevant laws and regulations during the shareholding change process [1] - The company is required to strengthen its equity management, optimize its shareholding structure, and strictly control related party transactions [1] - There is a focus on improving corporate governance and internal control mechanisms to mitigate and resolve risks [1]

Group 1 - President Trump has demanded major pharmaceutical companies to take measures to lower drug prices in the U.S. within 60 days, threatening to use "all means" if they refuse [1] - This action highlights the U.S. government's strong intervention in drug pricing, increasing uncertainty regarding future profitability for pharmaceutical companies [1] - Investors are concerned about the potential compression of profit margins for drug companies, which may lead to sustained pressure on stock prices in the short term [1] Group 2 - Genscript Biotech announced a strategic increase in its stake in I-Mab, investing $30.9 million, making it the largest shareholder with approximately 16.1% ownership [2] - This investment is expected to enhance Genscript's competitiveness in the innovative drug sector and provide financial support to I-Mab for accelerating its clinical pipeline development [2] - The partnership is anticipated to have positive implications for shareholders of both companies [2] Group 3 - Anhui Province has initiated a centralized procurement process for monoclonal antibody biological agents, with a focus on 8 specific monoclonal antibodies, including a competitive landscape for Bevacizumab with 13 manufacturers [3] - The centralized procurement is likely to compress profit margins for pharmaceutical companies but may also accelerate market consolidation and encourage companies to improve R&D efficiency and cost control [3] - Short-term stock prices for related pharmaceutical companies may face pressure, while long-term benefits could arise from increased industry concentration and the development of innovative drugs [3] Group 4 - Borui Pharmaceutical has signed a cooperation and research agreement with China Resources Sanjiu for the development, registration, production, and commercialization of BGM0504 injection in mainland China [4] - The agreement includes milestone payments from China Resources Sanjiu totaling up to 282 million yuan, which will aid in advancing the commercialization process of BGM0504 [4] - This collaboration is expected to facilitate the rapid transformation of Borui's innovative achievements into marketable products, positively impacting the company's future operating performance [4]

Group 1 - Jiangsu Yunsong Capital Management Co., Ltd. increased its stake in Shenzhen Expressway (Deep Expressway) to 10% by acquiring 10.81 million H-shares between April 15 and May 27, 2025, at prices ranging from HKD 6.41 to HKD 6.73 per share [1][2] - The funding for this acquisition was sourced from legal self-owned and self-raised funds, indicating a strong financial backing for the investment [1] - Yunsong Capital previously subscribed to 243 million A-shares of Shenzhen Expressway at a price of RMB 13.17 per share, investing nearly RMB 3.2 billion [1][2] Group 2 - Yunsong Capital plans to further increase its holdings in Shenzhen Expressway H-shares within the next 12 months, depending on market conditions [3] - The company was established in 2015 with a registered capital of RMB 13.7 billion and is a wholly-owned subsidiary of Jiangsu Communications Holding Co., Ltd., which operates several expressway companies [3] - Shenzhen Expressway completed a private placement in March 2025, raising RMB 4.7 billion, with a significant portion allocated to the Shenzhen Outer Ring Expressway project, which has a total investment of RMB 29.4 billion [6]

Transaction Overview - The company plans to acquire a total of 21,034,313 non-listed shares of Fuhong Hanlin at a price of HKD 24.60 per share, representing approximately 3.87% of the total shares outstanding as of the announcement date [2][7] - The total transaction value amounts to HKD 517,444,099.80, which is equivalent to approximately RMB [2][7] - Following the completion of this acquisition, the company's ownership in Fuhong Hanlin will increase from 59.56% to 63.43% [3][9] Related Party Transactions - The acquisition includes a related party transaction as the company’s executive director, Ms. Guan Xiaohui, is also a director of Wuxi Tongshan, which is a related party [3][9] - The shares acquired from Wuxi Tongshan amount to 4,666,667, constituting part of the related party transaction [3][9] Regulatory Compliance - The acquisition does not constitute a major asset restructuring as defined by the relevant regulations [4][10] - No approval from the board of directors or shareholders is required for this transaction [5][11] Company Background - Fuhong Hanlin, established in February 2010 and listed on the Hong Kong Stock Exchange in September 2019, focuses on the research, production, and sales of monoclonal antibody drugs [12] - As of the announcement date, Fuhong Hanlin has a total of 543,494,853 shares, including 163,428,541 H-shares and 380,066,312 non-listed shares [12] Financial Performance - As of December 31, 2024, Fuhong Hanlin reported total assets of RMB 1,059,752,000, equity attributable to shareholders of RMB 301,362,000, and total liabilities of RMB 758,390,000 [13] - For the year 2024, Fuhong Hanlin achieved revenue of RMB 572,445,000 and a net profit of RMB 82,047,000 [13] Seller Information - Wuxi Tongshan, one of the sellers, was established in May 2016 and has total assets of RMB 9,519,000 as of December 31, 2024 [14] - Other sellers include Shanghai Shanwu, Zhoushan Guoyun, and Henlink, each with varying business focuses and financial standings [15][16][17] Impact on the Company - The acquisition reflects the company's confidence in Fuhong Hanlin's growth and value, enhancing its stake in a key antibody technology platform [19]