Core Viewpoint - Haomei New Materials (002988) announced a plan to issue A-shares to specific investors, aiming to raise no more than 1.897 billion yuan for various projects and working capital [1][4]. Fundraising Details - The total amount to be raised is capped at 189,744.14 million yuan, which will be allocated to several projects including: - East China automotive lightweight high-performance aluminum profile and component capacity expansion project: 67,680.85 million yuan total investment, 47,852.14 million yuan from fundraising - South China automotive lightweight high-performance aluminum profile and component capacity expansion project: 63,189.74 million yuan total investment, 55,418.80 million yuan from fundraising - R&D innovation center construction project: 23,233.68 million yuan total investment, 15,726.60 million yuan from fundraising - South China production base intelligent technology transformation project: 15,483.93 million yuan total investment, 14,746.60 million yuan from fundraising - Working capital supplement: 56,000.00 million yuan from fundraising [3][4]. Issuance Structure - The issuance will target no more than 35 specific investors, including qualified institutional investors and individuals as per regulatory requirements [3][4]. - All shares will be subscribed in cash, with a par value of 1.00 yuan per share [4]. - The pricing will be based on 80% of the average stock price over the 20 trading days prior to the pricing date [4]. - The maximum number of shares to be issued will not exceed 30% of the total share capital before the issuance, amounting to 7,492.55 million shares [4]. Historical Context - Haomei New Materials was listed on the Shenzhen Stock Exchange on May 18, 2020, raising approximately 636.86 million yuan, with a net amount of 589.89 million yuan after expenses [6]. - The company has previously raised funds through convertible bonds, totaling 1.461 billion yuan across two fundraising events [6]. - The company is primarily engaged in non-ferrous metal smelting and rolling processing, with a registered capital of 25,490.84 million yuan [7].

华夏上证科创板200ETF（588820）基金经理为华龙。 截至发稿，华龙累计任职时间3年90天，现任基金资产总规模359.57亿元，任职期间最佳基金回报 113.54%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月18日，嘉元科技跌5.06%，截至发稿，报37.49元/股，成交5.72亿元，换手率3.49%，总市值159.80 亿元。 资料显示，广东嘉元科技股份有限公司位于广东省梅州市梅县区雁洋镇文社村，成立日期2001年9月29 日，上市日期2019年7月22日，公司主营业务涉及各类高性能电解铜箔的研究、生产和销售。主营业务 收入构成为：锂电铜箔83.77%，其他收入12.64%，标准铜箔3.58%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓嘉元科技。华夏上证科创板200ETF（588820）三季度持有股数 15.55万股，占基金净值比例为1.23%，位居第四大重仓股。根据测算，今日浮亏损失约31.11 ...

Group 1 - The core point of the news is that Ding Sheng New Materials experienced a decline in stock price, dropping by 5.01% to 14.41 CNY per share, with a trading volume of 8.01 billion CNY and a market capitalization of 133.91 billion CNY [1] - Ding Sheng New Materials, established on August 12, 2003, and listed on April 18, 2018, specializes in the research, production, and sales of aluminum foil, with aluminum foil products accounting for 85.57% of its main business revenue [1] - The company's revenue composition includes aluminum foil products (85.57%), aluminum plates and strips (12.80%), and other products (1.64%) [1] Group 2 - From the perspective of fund holdings, one fund under China Merchants Fund has a significant position in Ding Sheng New Materials, with the China Merchants Growth Quantitative Stock A (020901) increasing its holdings by 110.43 thousand shares in the third quarter, totaling 398.48 thousand shares, representing 1.49% of the fund's net value [2] - The China Merchants Growth Quantitative Stock A fund has a current scale of 1.495 billion CNY and has achieved a return of 36.42% this year, ranking 1164 out of 4212 in its category [2] - The fund manager, Wang Ping, has a tenure of 15 years and 154 days, with the fund's total assets amounting to 21.247 billion CNY [3]

Core Viewpoint - The company, Guangdong Haomei New Materials Co., Ltd., plans to issue A-shares to raise a total of no more than 1.897 billion yuan for various projects including capacity expansion and technological upgrades [1] Fundraising Details - The total amount to be raised is capped at 1.897 billion yuan [1] - The funds will be allocated to projects such as high-performance aluminum profiles and components for automotive lightweighting in East and South China, a research and innovation center, and smart technology upgrades for the South China production base [1] - The issuance will target no more than 35 specific investors, including qualified securities investment fund management companies and securities firms as per the regulations of the China Securities Regulatory Commission [1] Pricing and Lock-up Period - The issuance price will not be lower than 80% of the average stock price over the 20 trading days prior to the pricing benchmark [1] - There will be a lock-up period of six months starting from the end of the issuance [1]

Summary of Key Points Core Viewpoint The company, Guangdong Haomei New Materials Co., Ltd., is planning to issue A-shares to specific investors to raise funds for various projects, including capacity expansion and technological upgrades, while ensuring the protection of investors' interests through specific measures to mitigate the dilution of immediate returns. Group 1: Fundraising and Financial Details - The company raised a total of RMB 63,686.27 million from its initial public offering (IPO) in May 2020, with actual funds received amounting to RMB 58,989.35 million after deducting issuance costs [2][3] - In January 2022, the company issued 824,000 convertible bonds, raising RMB 82,400.00 million, with actual funds received being RMB 81,316.57 million after costs [3] - As of September 30, 2025, the company had a remaining balance of RMB 7,171.56 million from previous fundraising efforts, with RMB 4,000.00 million temporarily used to supplement working capital [23][24] Group 2: Fund Utilization and Project Changes - The company has utilized RMB 52,812.20 million from the IPO funds and RMB 68,513.68 million from the convertible bond funds for various projects as of September 30, 2025 [7][8] - Changes in project implementation have occurred, including the transfer of the "Aluminum Alloy New Material Construction Project" to a subsidiary, which is expected to enhance resource integration and operational efficiency [8][10] - The company has also adjusted the use of funds for the "High-end Energy-saving System Windows and Curtain Walls Production Base" project to focus on "Annual Production of 20,000 Tons of Aluminum Alloy Profiles and 2 Million Sets of Component Deep Processing Technology Renovation Project" [10][12] Group 3: Impact on Financial Metrics and Investor Returns - The company anticipates that the upcoming issuance of A-shares will dilute immediate returns, with projections indicating a decrease in earnings per share post-issuance [35][36] - To mitigate the impact of dilution, the company has outlined specific measures, including improving operational efficiency, ensuring proper fund management, and enhancing profit distribution policies [43][44][47] - The company has committed to maintaining a stable profit distribution policy to protect investor interests and ensure sustainable returns [47][48] Group 4: Regulatory Compliance and Governance - The company has not faced any penalties from regulatory bodies in the past five years, except for a warning issued in December 2023 regarding inaccurate disclosures [51][52] - The company emphasizes its commitment to improving internal controls and compliance with relevant laws and regulations to enhance information disclosure quality [52]

Core Viewpoint - The company, Haomei New Materials (002988.SZ), plans to issue A-shares to specific investors, raising up to 1.897 billion yuan for various projects and working capital [1] Group 1: Share Issuance Details - The company intends to issue shares to no more than 35 specific investors [1] - The issuance price will be no less than 80% of the average stock price over the 20 trading days prior to the pricing benchmark [1] - The total number of shares issued will not exceed 30% of the company's total share capital before the issuance, amounting to a maximum of 74.9255 million shares [1] Group 2: Fund Utilization - The total funds raised will not exceed 1.897 billion yuan, which will be net of issuance costs [1] - The raised funds will be allocated to several projects, including: - Expansion of high-performance aluminum profile and component production capacity in East China [1] - Expansion of high-performance aluminum profile and component production capacity in South China [1] - Construction of a research and innovation center [1] - Intelligent technology transformation of the South China production base [1] - Supplementing working capital [1]

Core Viewpoint - The company, Haomei New Materials, announced a plan to issue shares to specific investors, aiming to raise up to approximately 1.897 billion yuan for various projects, including capacity expansion and technological upgrades [1] Group 1: Share Issuance Details - The board of directors approved the issuance of shares to no more than 35 specific investors [1] - The number of shares to be issued will not exceed 30% of the company's total share capital prior to the issuance, which amounts to a maximum of 74.9255 million shares [1] - The issuance price will be no less than 80% of the average stock price over the 20 trading days prior to the pricing date [1] Group 2: Fund Utilization - The raised funds will be allocated to several projects, including: - Expansion of high-performance aluminum profile and component production capacity in East China - Expansion of high-performance aluminum profile and component production capacity in South China - Construction of a research and innovation center - Intelligent technology transformation of the South China production base - Supplementing working capital [1] Group 3: Financial Performance - For the first half of 2025, the company's revenue composition is as follows: - Aluminum profile sales account for 91.12% - Window and curtain wall sales account for 8.46% - Other sales account for 0.42% [1] - As of the report date, the company's market capitalization is 10.4 billion yuan [1]

人民财讯11月17日电，豪美新材（002988）11月17日公告，公司拟向特定对象发行股票的募集资金总额 不超过18.97亿元，用于华东汽车轻量化高性能铝型材及零部件产能扩充项目、华南汽车轻量化高性能 铝型材及零部件产能扩充项目、研发创新中心建设项目、华南生产基地智能化技术改造项目及补充流动 资金。 ...

Core Viewpoint - The company plans to issue A-shares to specific investors to raise a total of no more than 1.897 billion yuan for various projects including capacity expansion and technological upgrades [1] Group 1: Fundraising Details - The total amount to be raised is capped at 1.897 billion yuan [1] - The funds will be allocated to projects such as the expansion of high-performance aluminum profiles and components for automotive lightweighting in East and South China, the establishment of a research and innovation center, and the intelligent technology transformation of the South China production base [1] - The issuance will target no more than 35 specific investors, including qualified securities investment fund management companies and securities firms as per the regulations of the China Securities Regulatory Commission [1] Group 2: Issuance Conditions - The issuance price will not be lower than 80% of the average stock price over the 20 trading days prior to the pricing benchmark [1] - There will be a lock-up period of six months starting from the end of the issuance [1]

Core Insights - The report highlights the growth in the non-ferrous metal smelting and rolling processing industry in China, with a total of 10,796 enterprises as of January to September 2025, marking an increase of 657 enterprises compared to the same period last year, representing a year-on-year growth of 6.48% [1] Industry Overview - The non-ferrous metal smelting and rolling processing industry has seen a significant increase in the number of enterprises, indicating a robust growth trend within the sector [1] - The proportion of non-ferrous metal enterprises within the total industrial enterprises stands at 2.07% [1] Statistical Data - The number of non-ferrous metal smelting and rolling processing enterprises has been tracked from 2016 to January-September 2025, showcasing a consistent upward trend [1] - The threshold for scale enterprises has been raised from an annual main business income of 5 million yuan to 20 million yuan since 2011, which may impact the statistics of the industry [1]