（文章来源：证券日报） 证券日报网讯金奥博10月9日在互动平台回答投资者提问时表示，公司目前在西藏市场有相关装备、工 艺技术、原材料和民爆产品业务。公司将继续优化产品和服务，做好技术创新和市场拓展，积极跟进雅 鲁藏布江下游水电站建设工程项目。 ...

（原标题：广东宏大最新股东户数环比下降22.89%） 广东宏大9月29日披露，截至9月20日公司股东户数为26138户，较上期（9月10日）减少7759户，环比降 幅为22.89%。这已是该公司股东户数连续第3期下降。 机构评级来看，近一个月该股获2家机构买入评级。预计目标价最高的是西部证券，9月22日西部证券发 布的研报给予公司目标价47.20元。（数据宝） 证券时报•数据宝统计，截至发稿，广东宏大收盘价为42.66元，下跌2.78%，本期筹码集中以来股价累 计上涨24.72%。具体到各交易日，9次上涨，4次下跌。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 公司发布的半年报数据显示，上半年公司共实现营业收入91.50亿元，同比增长63.83%，实现净利润 5.04亿元，同比增长22.05%，基本每股收益为0.6687元，加权平均净资产收益率7.78%。 融资融券数据显示，该股最新（9月26日）两融余额为5.99亿元，其中，融资余额为5.92亿元，本期筹码 集中以来融资余额合计减少6712.07万元，降幅为10.18%。 ...

近年来，宏大爆破成立国内首个"智能爆破研究中心"，初步建成了全球首个矿山开采生产链智能示范工 程，智能爆破、无人矿车、绿色低碳技术不断落地，展现出矿服与民爆领域的硬核实力。在我国科技自 立与产业转型的关键期，他们的探索与坚守，也是中国企业勇攀科技产业高峰的缩影。 现在，李萍丰有一半时间都会在项目现场，上山下井，日夜兼程。搞科研不服输的韧劲，一直延续至 今。 如果说精准爆破下，炸药爆破岩石就像刀切豆腐一样精准，那么智能爆破就是把这个过程变得看得清、 有头脑、更安全。由于危险程度高、工序断点多，爆破智能化研究和建设相对滞后。李萍丰正带着团队 研究第二代智能爆破装备、完善AI悟空爆破大模型，持续攻坚矿山开采生产链智能示范工程。 "智能矿山全生产链场景在全世界都没有先例，一旦完成就直接填补了世界空白。我们所做的，是让爆 破不再只是'炸药的学问'，而是算法、数据与装备融合的系统工程，让每焦耳炸药能量创造出几何级价 值。"李萍丰接受南方财经记者专访时表示。 作为矿山开采的首要工序，爆破充当着"破而后立"的重要角色。这份在行外人看来危险性与观赏性并存 的工作，其实需要非常高的技术含量。 三十年前，李萍丰成为宏大爆破工程集团 ...

Core Viewpoint - Guangdong Hongda's stock price has seen a significant increase, with a 21.19% rise over the past six days, indicating strong market performance and investor interest [1] Group 1: Company Overview - Guangdong Hongda Holding Group Co., Ltd. is based in Guangzhou, Guangdong Province, and was established on May 14, 1988, with its listing date on June 12, 2012 [1] - The company's main business includes civil explosive products, mining infrastructure stripping, overall blasting scheme design, blasting mining, mineral separation, and transportation services [1] - Revenue composition is as follows: open-pit mining 58.54%, industrial explosives 12.43%, underground mining 11.82%, chemical products 10.47%, detonating devices 2.68%, liquefied natural gas 2.39%, defense equipment 0.88%, and others 0.80% [1] Group 2: Fund Holdings - One fund from Huatai-PineBridge holds a significant position in Guangdong Hongda, specifically the Huatai-PineBridge Innovation Vitality Mixed A (002419), which held 156,800 shares in the second quarter, unchanged from the previous period [2] - This fund's holdings represent 3.99% of its net asset value, making it the largest holding [2] - The fund has realized a floating profit of approximately 340,300 yuan today and 1,141,500 yuan during the six-day price increase [2] Group 3: Fund Manager Performance - The fund manager, Shen Ruoyu, has been in position for 4 years and 252 days, with a total asset scale of 5.658 billion yuan and a best return of 87.23% during his tenure [3] - Co-manager Xia Zheng'an has been in position for 2 years and 339 days, managing assets of 1.418 billion yuan, with a best return of 36.1% during his tenure [3]

Core Viewpoint - The Guangdong merger and acquisition (M&A) market has remained active over the past year, with over 250 listed companies disclosing and completing industrial M&A exceeding 150 billion yuan, and over 30 major asset restructurings, maintaining the top position nationwide, indicating a positive trend of "quantity and quality improvement" [1] Group 1: M&A Market Activity - The implementation of the "Six Opinions on M&A" by the China Securities Regulatory Commission has stimulated the M&A market, leading to significant cases such as Guangdong Hongda's acquisition of 21% of Xuefeng Technology and *ST Songfa's injection of 100% equity of Hengli Heavy Industry [1][2] - TCL Technology successfully executed two major M&A deals, further consolidating its leading position in the industry [1][2] Group 2: Impact on Company Transformation - The M&A activities have played a crucial role in promoting technological upgrades, industry chain expansion, and transformation of listed companies, as seen in TCL Technology's acquisition of core technologies in the display field [2] - Traditional industries are undergoing transformation through M&A, exemplified by *ST Songfa's cross-industry acquisition of Hengli Heavy Industry and Gree Real Estate's significant asset swap with a duty-free group [2] Group 3: Financial Performance Post-M&A - After the acquisition of Yuefeng Environmental Protection, Huanlan Environment reported a revenue of 5.763 billion yuan in the first half of 2025, with an increase of 369 million yuan from the acquisition [3] - Guangdong Hongda's acquisition of Xuefeng Technology contributed 2.335 billion yuan in revenue and 38.08 million yuan in net profit in the first half of 2025, with the company achieving a revenue growth of 63.83% [3] Group 4: Future Directions - The Guangdong Securities Regulatory Bureau plans to continue supporting and guiding listed companies in M&A activities, emphasizing the need for companies to leverage market opportunities and reform policies for high-quality development [4]

Group 1 - The chemical sector experienced a reversal and rally on September 17, with the chemical ETF (516020) opening low but later rising to close with a gain of 0.4% [1] - Key stocks in the sector included Jinfa Technology, which hit the daily limit, Guangdong Hongda rising over 9%, and Hangyang Co. increasing by over 3% [1] - The chemical ETF (516020) has seen significant inflows, with net subscriptions exceeding 810 million yuan in the last 10 trading days and a total of 1.78 billion yuan in the last 20 days [2] Group 2 - Institutions noted a favorable macroeconomic environment, with the chemical cycle bottoming out and sufficient safety margins in the sector [3] - The current period is characterized by a low recovery point for industry profitability and PPI, suggesting potential for companies with high profit elasticity [3] - The fixed asset growth rate in the basic chemical industry is expected to turn positive by Q4 2023, with total fixed assets projected to reach 14,222 billion yuan by Q2 2025, reflecting a year-on-year increase of 14.5% [3] Group 3 - The chemical industry is anticipated to see a phase of improvement as the "anti-involution" policies take effect, particularly in sub-industries like pesticides and organic silicon [4] - Despite overall weak performance in the chemical sector, certain sub-industries have exceeded expectations, with investment opportunities identified in glyphosate, fertilizers, and high-dividend assets [5] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry index, covering various segments and concentrating nearly 50% of its holdings in large-cap stocks [5]

中国证券报•中证金牛座记者从广东证监局了解到，"并购六条"实施近一年来，广东并购重组市场持续 活跃，超250家上市公司披露、完成产业化并购重组超1500亿元；披露、完成重大资产重组超30单，持 续位居全国首位，呈现"量质齐升"的良好态势。 赋能高质量发展 并购重组是上市公司转型升级，实现高质量发展的重要途径。2025年上半年，瀚蓝环境实现营业收入 57.63亿元，其中粤丰环保并表增加3.69亿元；实现归属于上市公司股东的净利润9.67亿元，其中粤丰环 保并表增加约6000万元。瀚蓝环境表示，公司与粤丰环保持续整合资源，实现多维度融合，双方还将在 供应链、财务、人力资源、信息等条线充分整合，进一步发挥并购协同效应。 2025年2月，广东宏大斥资22.06亿元收购雪峰科技21%股权。2025年上半年，广东宏大实现营业收入 91.5亿元，同比增长63.83%；实现归属于上市公司股东的净利润5.04亿元，同比增长22.05%。其中，雪 峰科技并表贡献23.35亿元营业收入，贡献3808.23万元净利润。广东宏大表示，公司将持续发挥双方业 务协同、技术协同等优势，不断优化内部管理，提高资产质量。 广东证监局表示，广东并 ...

Group 1 - The chemical sector experienced fluctuations on September 17, with the chemical ETF (516020) initially weakening but later rising by 0.27% at the time of reporting [1] - Key stocks in the sector included Jinfa Technology, which surged over 9%, and Guangdong Hongda, which rose over 5% [1] - The chemical ETF (516020) has seen significant capital inflow, accumulating over 8.1 billion yuan in the last 10 trading days and over 17 billion yuan in the last 20 trading days [2] Group 2 - The pesticide industry is experiencing a reduction in inventory, with some products starting to increase in price, indicating a potential recovery in the sector [3] - As of the last closing, the chemical ETF (516020) had a price-to-book ratio of 2.27, which is at a low point historically, suggesting a favorable long-term investment opportunity [3] - The basic chemical industry showed a turning point in fixed asset growth in Q4 2023, with a year-on-year increase in fixed assets reported for Q2 2025 [4] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry index, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap stocks [5] - Investors can also access the chemical sector through the chemical ETF linked funds (A class 012537/C class 012538) for better investment efficiency [5]

Group 1 - The chemical sector experienced a volatile upward trend on September 15, with the Chemical ETF (516020) closing up by 0.13% [1] - Key stocks in the lithium battery, titanium dioxide, and fluorochemical sectors saw significant gains, with Tianqi Lithium hitting the daily limit, Longbai Group rising by 5.09%, and multiple other companies increasing by over 3% [1][3] - Analysts attribute the surge in the lithium battery sector to four main positive drivers, including new payment norms from the China Automotive Industry Association and a recent action plan for green transformation in Fujian [3] Group 2 - The recent issuance of the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the Energy Administration has contributed to market optimism [3] - The Ministry of Industry and Information Technology and other departments have jointly issued a growth plan for the automotive industry, aiming for approximately 32.3 million vehicle sales in 2025, including 15.5 million new energy vehicles [3] - The chemical ETF (516020) is currently at a low valuation, with a price-to-book ratio of 2.29, indicating a favorable long-term investment opportunity [3] Group 3 - Guohai Securities suggests that the Chinese chemical industry may undergo a revaluation, with potential for increased cash flow and higher dividend yields as global capacity expansion slows [4] - The outlook for the second half of 2025 indicates that fiscal policies in China and the U.S. may strengthen, leading to a potential upturn in the chemical sector [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors and focusing on large-cap leading stocks, which may enhance investment efficiency [5]

Group 1 - The company Huahua Co., Ltd. (SZ 003002) held its third temporary board meeting of the fifth session on September 15, 2025, to discuss the election of the chairman of the board [1] - For the first half of 2025, the revenue composition of Huahua Co., Ltd. was as follows: detonators accounted for 51.38%, industrial explosives for 29.77%, blasting services for 16.24%, and others for 2.62% [1] - As of the report date, the market capitalization of Huahua Co., Ltd. was 4.9 billion yuan [1]