证券代码：600810 证券简称：神马股份 公告编号：2025-066 ? 神马实业股份有限公司（以下简称"公司"、"本公司"、"上市公司"） 拟收购金石制造业转型升级新材料基金（有限合伙）（以下简称"金石基金"） 持有的本公司之控股子公司河南神马尼龙化工有限责任公司（以下简称"尼龙化 工"）10.27%少数股东股权（对应 45,008.89 万股）。股权交易事项完成后，本 公司持有尼龙化工股权由 61.79%增加至 72.06%，金石基金持有尼龙化工股权由 神马实业股份有限公司 关于收购控股子公司河南神马尼龙化工有限责任公 司部分少数股东股权的公告 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： ? 根据北京国融兴华资产评估有限责任公司出具的国融兴华评报字[2025] 第 560006 号《神马实业股份有限公司拟回购股权涉及的河南神马尼龙化工有限 责任公司股东全部权益价值资产评估报告》（简称"《评估报告》"），以 2024 年 12 月 31 日为评估基准日，采用资产基础法评估后尼龙化工股东全部权益价值 为 ...

Core Viewpoint - The company has approved the temporary use of idle raised funds, not exceeding 800 million yuan, to supplement working capital for business related to its main operations, with a usage period of up to 12 months from the board's approval date [1][5]. Summary by Sections 1. Basic Situation of Raised Funds - The company issued 30 million convertible bonds on March 16, 2023, with a total fundraising amount of 3 billion yuan, and the net amount after deducting various issuance costs was approximately 2.963 billion yuan [1][2]. - The company has stored and used the raised funds in a dedicated account as per regulatory requirements [2]. 2. Previous Use of Idle Funds - On June 26, 2024, the company approved the use of idle funds not exceeding 1 billion yuan for temporary working capital, which was fully returned to the dedicated account by June 19, 2025 [2]. 3. Investment Projects of Raised Funds - The total planned investment for projects using the raised funds was approximately 4.4 billion yuan, with the net amount from the bond issuance being 2.963 billion yuan [2][4]. - The company terminated the "Annual Production of 240,000 Tons of Bisphenol A Project (Phase II)" and redirected the remaining funds to other projects, including a 200,000-ton nylon 6 chip project and a 50,000-ton/year adiponitrile project [4]. 4. Plan for Using Idle Funds - The company plans to use up to 800 million yuan of idle raised funds temporarily to supplement working capital, ensuring that it does not affect the progress of the investment projects [3][5]. 5. Procedures Followed - The board and supervisory board meetings held on July 31, 2025, approved the use of idle funds, complying with relevant regulations and not requiring shareholder meeting approval [5][6]. 6. Opinions from Supervisory Board and Sponsor - The supervisory board believes that using idle funds will enhance efficiency and reduce financial costs without affecting the normal investment plan [5]. - The sponsor, CITIC Securities, confirmed that the decision followed necessary procedures and did not change the intended use of raised funds [6].

Core Viewpoint - The legal opinion letter issued by Beijing Junhe (Hangzhou) Law Firm confirms that Zhejiang Fulai New Materials Co., Ltd. has met the necessary legal requirements for its 2025 Restricted Stock Incentive Plan, including approval and authorization processes [1][10]. Group 1: Approval and Authorization - The legal opinion confirms that the approval and authorization for the 2025 Restricted Stock Incentive Plan have been obtained, including the necessary resolutions from the board and the supervisory committee [3][6]. - The supervisory committee has expressed that the incentive plan is beneficial for the company's sustainable development and does not harm the interests of the company and its shareholders [3][5]. Group 2: Granting Conditions - The plan stipulates that 2.19 million shares will be granted to 103 incentive objects at a price of 15.64 yuan per share, with the grant date set for July 31, 2025 [6][8]. - The granting conditions have been met, and the company has taken necessary measures to ensure confidentiality and prevent insider trading related to the incentive plan [6][10]. Group 3: Compliance with Regulations - The granting of shares complies with the relevant laws, regulations, and the company's articles of association, confirming the eligibility of the incentive objects [8][9]. - The legal opinion emphasizes that the company has fulfilled its obligations regarding information disclosure and the registration of the restricted stock grant [10].

Core Points - The company has approved the first grant of restricted stock under the 2025 Restricted Stock Incentive Plan, with a grant date set for July 31, 2025 [1][12] - A total of 2.19 million shares will be granted at a price of 15.64 yuan per share [1][12] - The incentive plan aims to motivate and retain key employees, with 103 core staff members selected as recipients [4][12] Decision Process and Disclosure - The decision-making process for the incentive plan has been completed, and relevant documents were disclosed to shareholders [2][12] - The remuneration and assessment committee has verified the list of recipients and confirmed no objections were raised during the public notice period [2][12] Grant Conditions - The board confirmed that all conditions for granting the restricted stock have been met, including compliance with regulatory requirements [3][4] - The recipients of the restricted stock are not allowed to sell or transfer the shares before the lifting of restrictions [5][6] Vesting Schedule - The vesting of the restricted stock will occur in three phases over a period of 48 months, with specific performance targets set for each phase [6][7][9] - The performance targets for the first three years are set at a minimum of 60 million yuan, 80 million yuan, and 100 million yuan in net profit, respectively [9][10] Financial Impact - The grant of restricted stock is expected to have a minor impact on the company's financial status, with costs to be amortized over the relevant periods [10][11] - The funds raised from the stock grant will be used to supplement the company's working capital [11] Legal Compliance - The legal opinion confirms that all necessary approvals and authorizations for the stock grant have been obtained, ensuring compliance with relevant regulations [12][13]

光大证券股份有限公司关于 南亚新材料科技股份有限公司 光大证券股份有限公司（以下简称"光大证券"或"保荐机构"）作为南 亚新材料科技股份有限公司（以下简称"南亚新材"或"公司"）2022 年度向 特定对象发行 A 股股票并在科创板上市及进行持续督导的保荐机构，根据《证 券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《科 创板上市公司持续监管办法（试行）》及《上海证券交易所上市公司自律监管 指引第 11 号——持续督导》等有关规定，对公司 2022 年度向特定对象发行股 票限售股上市流通的事项进行了核查，核查情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 6 月 29 日出具的《关于同意南亚 新材料科技股份有限公司向特定对象发行股票注册的批复》（证监许可 〔2023〕1441 号），同意南亚新材向特定对象发行股票的注册申请。公司本次 新增股份 6,190,000 股，本次发行新增股份的登记托管手续已于 2024 年 2 月 7 日在中国证券登记结算有限责任公司上海分公司办理完成。至此公司总股本由 露于上海证券交易所网站（www.sse.com.cn）的《向 ...

Core Viewpoint - Shandong Longhua New Materials Co., Ltd. has increased the registered capital of its wholly-owned subsidiary, Shandong Longhua High Polymer Materials Co., Ltd., from RMB 300 million to RMB 600 million to support its business development needs [1]. Group 1: Capital Increase Details - The company has invested RMB 300 million in its subsidiary, resulting in an increase in registered capital from RMB 300 million to RMB 600 million [1]. - The capital increase does not constitute a related party transaction or a major asset restructuring as defined by relevant regulations [1]. Group 2: Business Registration Changes - The business registration changes were completed on July 30, 2025, with the new business license issued by the Administrative Approval Service Bureau of Gaoqing County [1]. - The updated business registration details include: - Name: Shandong Longhua High Polymer Materials Co., Ltd. - Unified Social Credit Code: 91370322MA7L4G629L - Type: Limited liability company (wholly owned by a legal entity) - Legal Representative: Zhang Ping - Registered Capital: RMB 600 million - Established Date: March 22, 2022 - Address: 289 Zhi Mai He Road, Gaoqing County, Shandong Province [1]. Group 3: Impact of Capital Increase - The capital increase is aimed at meeting the daily funding needs of the subsidiary and advancing the polyamide resin project, promoting sustainable development and healthy operations [1]. - Following the capital increase, Longhua High Polymer remains a wholly-owned subsidiary, with no changes to the company's consolidated financial statements or overall financial and operational status [1].

Core Viewpoint - The announcement details a scheduled maintenance shutdown of the PDH unit at Tianjin Bohai Chemical's wholly-owned subsidiary, which is part of the company's annual plan to ensure safe and effective operation of production facilities [1] Group 1: Company Operations - The PDH unit, with a capacity of 600,000 tons per year, will undergo maintenance starting from July 29, 2025, for an estimated duration of 18 days [1] - This maintenance is routine and part of the annual plan, indicating that it is not expected to have a significant impact on the company's overall production operations [1]

永悦科技（603879.SH，股价7.14元，市值25.66亿元）7月31日晚间公告，持股5%以上非第一大股东傅文昌签署 协议，拟将其持有的公司3600万股（占公司总股本的10.02%）转让给广州万江通讯技术有限公司（以下简称万江 通讯），转让价格为6.336元/股，总对价为2.28亿元。转让完成后，傅文昌持股比例将降至2.68%。 公告称，本次权益变动不会导致公司控股股东及实控人发生变化，且万江通讯及其股东江洋、李文欢承诺在本次 协议转让股份完成过户登记之日起18个月内不直接或间接减持上市公司股份。 按照永悦科技7月31日7.14元的收盘价计算，6.336元的转让价格折价了11.26%。 近年增收不增利 资料显示，永悦科技是一家专注于合成树脂研发、生产和销售的公司，主要产品包括不饱和聚酯树脂和无人机。 公司前身为福建永悦科技有限公司，成立于2011年，并于2017年在上交所主板上市。 过去3年，永悦科技净利润出现连续亏损。2022年—2024年，永悦科技营收分别为2.96亿元、3.38亿元和3.7亿 元，同比增幅分别为-25.21%、13.97%和9.66%。同期，归母净利润分别为-0.39亿元、-0.7亿 ...

多氟多最新一期业绩显示，截至2025一季报，公司营业总收入20.98亿元、同比减少2.09%，归属净利润 6473.06万元，同比增长69.24%，扣非净利润2084.15万元，同比增长190.55%，流动比率1.277、速动比 率1.134、资产负债率54.28%。 天眼查商业履历信息显示，多氟多新材料股份有限公司，成立于1999年，位于焦作市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本119043.2569万人民币，实缴资本5400万人民币。 公司法定代表人为李云峰。 金融界消息 截至2025年7月31日收盘，多氟多（002407）报收于12.42元，下跌2.51%，换手率2.34%， 成交量25.27万手，成交金额3.17亿元。 资金流向方面，今日主力资金净流出6004.64万元，占比成交额18.96%。其中，超大单净流出4403.84万 元、占成交额13.9%，大单净流出1600.81万元、占成交额5.05%，中单净流出流入803.95万元、占成交 额2.54%，小单净流入5200.69万元、占成交额16.42%。 来源：金融界 通过天眼查大数据分析，多氟多新材料股份有限公司共对外 ...

通过天眼查大数据分析，湖北回天新材料股份有限公司共对外投资了16家企业，参与招投标项目133 次，知识产权方面有商标信息173条，专利信息228条，此外企业还拥有行政许可51个。 来源：金融界 金融界消息 截至2025年7月31日收盘，回天新材（300041）报收于10.04元，下跌1.47%，换手率 4.53%，成交量24.67万手，成交金额2.49亿元。 资金流向方面，今日主力资金净流出5984.79万元，占比成交额24.01%。其中，超大单净流出1586.43万 元、占成交额6.36%，大单净流出4398.36万元、占成交额17.64%，中单净流出流出213.22万元、占成交 额0.86%，小单净流入6198.01万元、占成交额24.86%。 回天新材最新一期业绩显示，截至2025一季报，公司营业总收入10.71亿元、同比增长10.49%，归属净 利润8153.56万元，同比增长2.73%，扣非净利润6730.32万元，同比增长14.43%，流动比率1.720、速动 比率1.525、资产负债率54.66%。 天眼查商业履历信息显示，湖北回天新材料股份有限公司，成立于1998年，位于襄阳市，是一家以从事 ...