Group 1 - Shenzhen Wole Material Co., Ltd. and Shenzhen Wole Shrink Co., Ltd. applied for a patent for an "easy-peel heat shrink tube" with publication number CN120248487A, filed on December 2023 [1] - The patent describes a heat shrink tube made from ethylene-acrylate copolymer, which reduces molecular entanglement and cohesion strength, enhancing its peelability [1] - The easy-peel heat shrink tube can shrink over 35% at 200°C, achieving a molecular chain orientation of 30%-85%, allowing for tearable performance at room temperature [1] Group 2 - Shenzhen Wole Material Co., Ltd. was established in 1998, primarily engaged in the manufacturing of chemical raw materials and products, with a registered capital of approximately 1.26 billion RMB [2] - The company has invested in 31 enterprises, participated in 2,195 bidding projects, and holds 1,370 patents along with 526 trademark registrations [2] - Shenzhen Wole Shrink Co., Ltd. was founded in 2018, focusing on rubber and plastic products, with a registered capital of 100 million RMB [2] - This subsidiary has invested in 1 enterprise, participated in 5 bidding projects, and holds 64 patents [2]

施，以及最新法律法规等情况 更新的具体内容详见公司同日披露的《宁波博汇化工科技股份有限公司 证券代码：300839 证券简称：博汇股份 公告编号：2025-092 债券代码：123156 债券简称：博汇转债 宁波博汇化工科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 宁波博汇化工科技股份有限公司（以下简称"博汇股份"或"公司"）于 2025 年 2 月 10 日召开第四届董事会第十九次会议、2025 年 2 月 26 日召开 2025 年第 二次临时股东大会，审议通过了关于公司 2025 年度向特定对象发行 A 股股票 的相关议案。公司于 2025 年 7 月 4 日召开第四届董事会第二十四次会议，根据 《公司法》《证券法》等有关法律法规及规范性文件的要求，结合公司实际情况 并根据股东大会的授权，审议通过了《关于公司 2025 年度向特定对象发行 A 股股票预案（修订稿）的议案》等议案。现将更新的主要情况说明如下： 一、关于公司 2025 年度向特定对象发行 A 股股票预案（修订稿） 章节 章节内容 主要更新情况 更新了本次发行已履行的审议程 ...

Group 1 - The company plans to issue A-shares to specific investors to enhance its core competitiveness and sustainability [1] - The total amount to be raised from the issuance is not more than 416,826,805.92 yuan, which will be used to supplement working capital and repay bank loans [1][2] - As of March 2025, the company's debt-to-asset ratio stands at 79.41%, indicating a need for capital structure optimization [1] Group 2 - The issuance will be fully subscribed by Yuanxin Xi Wang Partnership, leading to a change in the controlling shareholder and actual controller to the Wuxi Huishan District State-owned Assets Management Office [2] - This change is expected to leverage state-owned assets for industrial cultivation and upgrading, supporting the company's long-term development [2] Group 3 - The company has established a fundraising management system to ensure the proper use and management of the raised funds [3] - The funds will be stored in a designated special account to ensure compliance and prevent misuse [3] Group 4 - The issuance is expected to enhance the company's financial strength, providing a solid foundation for growth and improving core competitiveness and profitability [4] - Following the issuance, both total assets and net assets will increase, while the debt-to-asset ratio will decrease, enhancing the company's ability to withstand financial risks [4] Group 5 - The funds raised will support future research and innovation, aligning with the company's development strategy and ensuring long-term sustainable growth [4]

Core Viewpoint - The company has responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, addressing issues related to internal control and financing practices, particularly concerning loans obtained through suppliers and the management of restricted funds [1]. Summary by Relevant Sections Internal Control Audit Opinion - The internal control audit opinion for the 2024 annual report is a qualified opinion with emphasis on matters, specifically regarding the company's practice of obtaining bank loans through suppliers. As of the end of 2024, the bank loan balance was 1.278 billion yuan, with corrective measures already initiated [1]. - The company reported a cash balance of 332 million yuan at the end of 2024, with restricted funds amounting to 180 million yuan, which includes various guarantees [1]. Financing through Suppliers - The company has engaged in financing through suppliers, where loans are first deposited into the company's account and then paid to suppliers, who subsequently return the funds to the company. The outstanding balance of such loans as of June 10, 2025, was 927.5294 million yuan [1][4]. - The company has not signed formal loan agreements for these transactions, and the suppliers do not charge fees, with the company bearing the principal and interest costs [1]. Specific Loan Details - The report includes detailed tables of loans issued to various suppliers over the past three years, indicating the amounts, repayment timelines, and the nature of the transactions. For instance, loans to suppliers like Zhejiang Hongbang Textile Co., Ltd. and Inner Mongolia Guangju New Materials Co., Ltd. are highlighted [2][5][6]. - The total amount of loans issued to suppliers in 2022 was 2.173 billion yuan, with a repayment of 580 million yuan by June 10, 2025, leaving an outstanding balance of 927.5294 million yuan [4]. Compliance and Future Actions - The company is required to provide additional disclosures regarding its financing practices, including the specific circumstances of loans obtained from suppliers, the nature of the relationships, and the management of restricted funds [1]. - The company has committed to improving its internal control systems and has initiated self-assessments to identify any potential deficiencies [1].

Group 1: Internal Control Audit Opinion - The internal control audit opinion for the company's 2024 annual report is an unqualified opinion with an emphasis of matter, indicating issues related to obtaining bank loans through supplier lending and discounting financing via letters of credit and supply chain notes [1][2] - As of the end of 2024, the company had an outstanding bank loan balance of 1.278 billion yuan, with cash and cash equivalents amounting to 332 million yuan, of which 180 million yuan was restricted [1][2] - The company has taken corrective measures regarding the identified issues, and preliminary improvements have been noted as of the audit report date [1] Group 2: Supplier Lending and Financing - The company has engaged in supplier lending, where approved bank loans are first deposited into the company's account and then paid to suppliers, who return the funds shortly thereafter [3][4] - As of June 10, 2025, the outstanding balance of supplier lending was 927.5294 million yuan, with 581 million yuan repaid [3][4] - Specific details regarding supplier lending over the past three years include various suppliers, amounts, and repayment timelines, indicating a structured approach to managing supplier financing [3][4][5] Group 3: Discount Financing via Letters of Credit - The company has utilized letters of credit and supply chain notes for discount financing, with specific suppliers and financing methods detailed [8] - The financing process involves the company issuing letters of credit to suppliers, who then discount these letters, with associated costs deducted directly from the company's account [8] - The financing activities are structured to ensure that funds are utilized for legitimate business transactions, maintaining compliance with industry standards [8]

贵州振华新材料股份有限公司章程 贵州振华新材料股份有限公司章程 （2025 年 7 月修订） 第一章 总则 第一条 为建立健全现代企业制度，规范公司的组织和行为，促 进公司国有资本保值增值，提高公司竞争力，促进公司的发展，保护 公司、公司出资人和公司债权人以及员工的合法权益，维护公司正常 的生产经营秩序，根据《中华人民共和国公司法》 （以下简称"《公司 法》 "）《中华人民共和国证券法》 （以下简称" 《证券法》 "）《上市公司 章程指引》等法律法规的有关规定，制定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限 公司，设立方式为发起设立。 第三条 公司在贵州省工商行政管理局注册登记，取得企业法人 营业执照，统一社会信用代码为 91440300761965069C。 第四条 公司于 2021 年 8 月 3 日经中国证券监督管理委员会 （以 下简称"中国证监会" ）同意，首次向社会公众发行人民币普通股 上市。 第五条 公司名称：贵州振华新材料股份有限公司（Guizhou Zhenhua E-CHEM Inc.） 第六条 公司住所：贵州省贵阳市白云区高跨路 1 号，邮政编码 第七条 公司注册资 ...

7月4日，浙江锦华新材料股份有限公司（以下简称"锦华新材"）将在北京证券交易所进行IPO上会审核。公司的保荐机构为浙商证券股份有限公司。锦华 新材拟募集资金总额为7.68亿元。 报告期内（2022年-2024年），锦华新材营业收入从2022年的9.94亿元增长至2024年的12.39亿元，2025年一季度实现营业收入2.82亿元，但扣非后净利润 波动显著且一季度同比下降16.89%。且应收账款随营收上涨，资产负债率虽逐年下降降至36.26%仍高于行业均值35.23%，2024年经营活动现金流对净利 润仅0.42，覆盖能力弱。 锦华新材存在向控股股东巨化集团（巨化集团有限公司）关联采购占比高（2022-2024年38.08%-28.93%）、向关联方衢州硅宝（浙江衢州硅宝化工有限公 司）销售价格低于非关联方1%-4%等关联交易问题，丁酮肟委托加工价格较非关联方低0.52%-12.75%，且股东洪根入股资金由衢州硅宝代付虽已还清但锦 华新材因向衢州硅宝销售价格低于向非关联方销售价格而被交易所质疑。 作者：小熊 来源：IPO魔女 报告期锦华新材核心产品硅烷交联剂单价三年累计下跌35.4%、毛利率从47.46%跌至2 ...

普利特（002324）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为2亿元-2.4 亿元，比上年同期的1.44亿元增长38.88%-66.65%。扣除非经常性损益后的净利润为1.95亿元-2.32亿 元，比上年同期的1.3亿元增长49.77%-78.19%。基本每股收益为0.18元/股-0.22元/股。公司本报告期内 净利润增长主要原因是改性业务市场开拓、新能源业务经营情况好转以及钠离子电池和半固态电池产品 出货增加。 ...

甲醇聚烯烃早报 研究中心能化团队 2025/07/04 | 甲 醇 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 动力煤期 | | 江苏现货 华南现货 | 鲁南折盘 | 西南折盘面 | 河北折盘 | 西北折盘 | CFR中国 | CFR东南 | | 进口利润 主力基差 | 盘面MTO | | | 货 | | | 面 | | 面 | 面 | | 亚 | | | 利润 | | 2025/06/2 7 | 801 | 2820 | 2505 | 2460 | 2600 | 2460 | 2580 | 282 | 350 | 267 | 400 | -1176 | | 2025/06/3 0 | 801 | 2785 | 2485 | 2430 | 2600 | 2445 | 2543 | 280 | 350 | 220 | 350 | -1173 | | 2025/07/0 1 | 801 | 2520 | 2480 | 2430 | 2 ...

7月4日，电化转债盘中上涨30.0%报130.0元/张，成交额686.86万元，转股折价率6.95%。 根据最新一期财务数据，2025年1月-3月，湘潭电化实现营业收入4.178亿元，同比增加16.15%；归属净 利润4732.87万元，同比下跌2.54%；扣非净利润4542.98万元，同比下跌5.91%。 资料显示，电化转债信用级别为"AA"，债券期限6年（本次发行的可转换公司债券票面利率为第一年 0.20%、第二年0.40%、第三年0.80%、第四年1.50%、第五年1.80%、第六年2.00%。到期赎回价为 110.00元(含最后一期利息)），对应正股名称为湘潭电化，转股开始日为2025年12月22日，转股价10.1 元。 截至2025年6月，湘潭电化筹码集中度较分散。股东人数4.77万户，人均流通股1.32万股，人均持股金额 16.22万元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在 ...