债券代码：113668 债券简称：鹿山转债 广州鹿山新材料股份有限公司 证券代码：603051 证券简称：鹿山新材 公告编号：2025-042 关于注销部分首次公开发行股票募集资金专项账户的 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。 一、募集资金基本情况 根据中国证券监督管理委员会核发的《关于核准广州鹿山新材料股份有限公 司首次公开发行股票的批复》（证监许可2022398 号），截至 2022 年 3 月 22 日， 广州鹿山新材料股份有限公司（以下简称"公司"）已发行人民币普通股 23,003,000 股，每股发行价格 25.79 元，共募集资金人民币 593,247,370.00 元，扣除不含税 承销费用人民币 46,037,735.85 元、其他不含税发行费用人民币 24,752,543.17 元，实际募集资金净额人民币 522,457,090.98 元。上述募集资金已于 2022 年 3 月 22 日全部到位，并经立信会计师事务所（特殊普通合伙）审验，出具了信会师 报字2022第 ZL10050 号验资报告 ...

Group 1: Company Developments - Banu International Holdings Limited submitted its listing application to the Hong Kong Stock Exchange, reporting revenues of 5.639 billion RMB in Q1 2024 and 7.087 billion RMB in Q1 2025, with adjusted net profits of 575 million RMB and 767 million RMB respectively [1] - Midea Group announced a share repurchase plan with a maximum amount of 10 billion RMB and a minimum of 5 billion RMB, aiming to repurchase up to 1 billion shares, which is approximately 1.30% of the total issued shares [6] - *ST Zhongdi plans to transfer its real estate development assets and liabilities to its controlling shareholder for 1 RMB, focusing on property services and asset management for strategic transformation [7] - Muyuan Foods announced that its application for H-share issuance has been accepted by the China Securities Regulatory Commission [8] - *ST Jiuyou's stock will be delisted, with the Shanghai Stock Exchange initiating the delisting process due to significant reporting violations, including a fine of 8.5 million RMB [10] - Weir Shares will change its name to Haowei Group, effective June 20, 2025 [11] - Three squirrels terminated the acquisition of Hunan Ailing Food Technology due to failure to reach agreement on core terms [12] - Bohai Automobile plans to acquire stakes in four automotive parts companies through a combination of share issuance and cash payments [13] - Zhujiang Beer elected a new chairman, Huang Wensheng, following the retirement of the previous chairman [14] Group 2: Industry Trends - The National Medical Products Administration announced measures to support innovative drug development, including a 30-day review process for clinical trial applications [3] - Guangdong Province aims to cultivate 3-5 leading enterprises in the nuclear medicine industry by 2030, enhancing innovation capabilities and establishing a competitive industry cluster [5] - The National Radio and Television Administration is implementing regulations to improve user experience in internet television services, addressing issues related to automatic renewal and user complaints [4] - Shanshui Technology plans to invest 6 billion RMB in a new chemical materials project, expected to generate an annual output value of 8 billion RMB upon completion [19]

Core Viewpoint - The article highlights the advancements and market potential of aramid-coated separators in the lithium battery industry, emphasizing their unique properties that enhance battery safety and performance, while also noting the competitive landscape and domestic developments in this sector [2][3][4]. Group 1: Company Developments - Taihe New Materials has commenced trial production on its large-scale aramid-coated separator production line as of June 12 [1]. - The company is actively developing a range of technologies related to aramid fibers, including high-strength aramid preparation, market promotion of activated fibers, and recycling of waste fabrics [6]. Group 2: Industry Insights - Aramid fibers are recognized for their high-performance characteristics, such as high-temperature resistance and puncture resistance, which significantly improve battery safety and efficiency [2]. - The market for aramid-coated separators is projected to reach 4.4 billion yuan by 2025, with a demand for nearly 1.1 billion square meters of these separators [3]. - Currently, the global technology for aramid-coated separators is primarily dominated by companies like Sumitomo and Teijin, with significant applications in high-end products like Apple and Tesla batteries [4]. - Domestic companies, including Jinli Co., are also making strides in this field, with plans for a total production capacity of 750 million square meters per year [5].

Core Viewpoint - The Henan Provincial Government has released the "Henan Province Port Industry Development Plan (2025-2035)", aiming to establish a convenient waterway for the central region to access the sea and develop a port industry framework characterized by "three cores leading, five belts coordinating, and multiple points supporting" [1] Group 1: Port Industry Development Framework - Henan will construct a "1+6+N" port industry development system, focusing on the logistics industry as the leading sector and six categories of manufacturing including advanced equipment, steel, new materials, food, light industry and textiles, and new energy vehicles, along with various service industries [3] - The plan emphasizes the cultivation of ten key port industry chains, including power equipment, shipbuilding, engineering machinery, advanced steel materials, chemical new materials, green building materials, deep processing of agricultural products, textiles and clothing, home furnishings, and new energy vehicles [3] Group 2: Chemical New Materials Focus - In the area of port chemical new materials, the plan aims for breakthroughs in advanced polymer materials, electronic chemicals, and titanium-based new materials, accelerating the formation of a chemical industry cluster [3] - The chemical new materials industry chain will enhance advantages in salt chemical, fluorine chemical, and bio-chemical sectors, promoting the transformation and upgrading of coal chemical processes, and strengthening key segments such as nylon textiles, polyurethane, biodegradable plastics, engineering plastics, and fluorine-based new materials [3] Group 3: Regional Development and Economic Goals - The plan outlines the establishment of three core port development areas in Zhoukou, Xinyang, and Zhengzhou, and the cultivation of five economic belts along rivers including the Sayng River, Huai River, Jialu River, Tangbai River, and Tuohe River [4] - By 2030, the scale of Henan's port industry is expected to exceed one trillion yuan, forming over nine port industry clusters with a scale of one hundred billion yuan, and achieving trillion and hundred billion levels for ten key port industry chains, moving towards high-end development [4]

Company Announcements - Jin Chengzi's 3D printing equipment product revenue is expected to account for less than 2% of the company's total revenue in 2024 [1] - Shan Shui Technology plans to invest approximately 6 billion yuan to establish a new chemical new materials project [1] - Jie Chuang Intelligent has won a procurement project from a provincial public security bureau worth 11.2362 million yuan [1] - Zhongmei Energy reported a coal sales volume of 21.79 million tons in May, a year-on-year decrease of 4.9% [2] - Da Fu Technology intends to transfer 27% equity of Peitian Zhizao for 192 million yuan [1] - Midea Group plans to repurchase company shares worth between 5 billion and 10 billion yuan [2] - Feitian Chengxin's director and deputy general manager Li Wei plans to reduce his holdings by no more than 4 million shares [2] - Dongfang Shenghong's controlling shareholder and concerted actors plan to increase their holdings by 5 billion to 10 billion yuan [2] - Wuzhou Xinchun intends to raise no more than 1 billion yuan through a private placement [1] - Jingu Co. has received a notification for the low-carbon wheel project from Avatar [1]

Group 1 - The company held the 36th meeting of the 5th Supervisory Board on June 16, 2025, with all three supervisors present, and the meeting was chaired by Mr. Zhang Tao [1] - The Supervisory Board approved the proposal for the registration and issuance of non-financial corporate debt financing instruments in the interbank bond market, which is deemed beneficial for optimizing the company's capital structure and expanding financing channels [1][3] - The proposal will be submitted to the company's fifth extraordinary general meeting of shareholders for review [3] Group 2 - The Supervisory Board also approved the use of up to RMB 300 million of temporarily idle raised funds for cash management, which complies with relevant regulations and is expected to enhance the efficiency of fund utilization [1][3] - The decision regarding cash management received unanimous approval from the supervisors [3]

智通财经6月16日电，善水科技(301190.SZ)公告称，公司与彭泽县人民政府签署《投资框架协议书》， 拟投资60亿元建设化工新材料项目，项目预计建设周期4年，建成后实现年产值80亿元，年纳税5亿元。 善水科技：拟投资60亿元建设化工新材料项目 ...

Core Viewpoint - Hubei Green Home Material Technology Co., Ltd. has become a global leader in the benzyl alcohol market with a market share of 38%, following its strategic relocation and investment in advanced production facilities [1][3]. Group 1: Company Development - The company invested 1.45 billion yuan to relocate to a new industrial park in Xiangtan High-tech Zone, which allowed it to eliminate outdated equipment and adopt advanced safety and environmental technologies [1][2]. - After completing the relocation in 2019, the company increased its product variety to over 20 and quadrupled its annual production capacity to over 500,000 tons, becoming the largest producer of epoxy new materials globally [1][2]. Group 2: Technological Advancements - The company has developed its own molecular distillation technology, achieving a benzyl alcohol purity of 99.99%, and has become a core supplier for international giants like BASF and Air Products [2]. - Continuous improvements in process technology have led to the development of high-end products such as epoxy resin diluents and curing agents for wind turbine blades, marking a shift from traditional chemicals to new materials [2]. Group 3: Workforce and Safety - The company retained 100% of its employees with bachelor's degrees or higher during the relocation, ensuring a strong talent pool for ongoing research and development [2]. - Significant investments in safety and environmental facilities, including a wastewater treatment system with a daily capacity of 3,000 tons, have enabled the company to achieve near-zero emissions of pollutants [2]. Group 4: Financial Performance - The company's sales revenue surged from 900 million yuan in 2017 to 2.202 billion yuan in 2023, reflecting its successful transformation and market position [3].

Core Viewpoint - Daoshengtianhe Material Technology (Shanghai) Co., Ltd. is set to raise 694 million yuan through its IPO, focusing on the development, production, and sales of new materials, particularly in the renewable energy sector [1]. Group 1: Company Overview - Daoshengtianhe is a national high-tech enterprise specializing in high-performance thermosetting resin materials, including epoxy resin, polyurethane, acrylic, and organic silicon [1]. - The company offers a comprehensive range of differentiated new material solutions for various sectors, including wind energy, new energy vehicles, and industrial adhesives [1]. Group 2: Product Development and Applications - The company has developed new composite resin materials applicable in various fields such as rail transportation and construction, serving clients like BYD, GAC Group, and Geely [2]. - The product lines include wind turbine blade epoxy resins and structural adhesives, with significant market positions, ranking first globally in wind blade epoxy resin sales from 2022 to 2024 [1][2]. Group 3: Financial Performance - Revenue figures for Daoshengtianhe are projected at approximately 3.436 billion yuan for 2022, 3.202 billion yuan for 2023, and 3.238 billion yuan for 2024, with net profits of about 108 million yuan, 152 million yuan, and 155 million yuan respectively [2]. - As of December 31, 2024, total assets are expected to reach approximately 3.878 billion yuan, with a debt-to-asset ratio of 44.63% [3]. Group 4: Research and Development - The company invests around 2.71% of its revenue in research and development, indicating a commitment to innovation and product development [3].

Group 1 - Major automotive companies have committed to significantly shorten payment terms to suppliers, ensuring payments are made within 60 days, which is a response to the new regulations aimed at protecting small and medium enterprises [10][11][14] - The average accounts receivable turnover days for companies in the automotive supply chain, such as Beiterui and Hechang Polymer, was 160 days in Q1 2025, indicating a long collection cycle that the new payment terms aim to alleviate [16][17] - The automotive industry is working towards establishing a more transparent and fair cooperation mechanism between automakers and suppliers, promoting a healthier and more sustainable supply chain ecosystem [14][16] Group 2 - The chemical new materials sector on the North Exchange saw a weekly increase of 3.04%, outperforming other sectors, with non-metal materials and textile manufacturing leading the gains [19][21] - Key stocks in the chemical new materials sector, such as Keli Co. and Benlang New Materials, experienced significant weekly gains of 37.78% and 34.19% respectively, indicating strong market performance [25][28] - The price trends for various chemical products showed a mixed performance, with Brent crude oil prices rising by 11.7% while MDI and TDI prices decreased by 2.0% and 8.0% respectively [30][31]