中旗新材（001212）7月24日晚间公告，近日下属全资子公司中旗（广西）矿业有限公司（简称"中旗矿 业"）与河池市自然资源局签署《采矿权出让合同》，原采矿权及探矿权范围内脉石英矿资源量为748.6 万吨，拟扩大的空白区范围资源量为77.1万吨，资源总量增至825.7万吨；采矿生产规模由20万吨/年提 升至40万吨/年，设计利用资源量为633.23万吨。 值得注意的是，今年6月中旗新材完成控制权变更，星空科技成为中旗新材控股股东，贺荣明出任中旗 新材董事长。 据了解，贺荣明在集成电路装备领域从业超过20年，具备丰富的半导体行业经验。星空科技主要从事集 成电路高端装备的设计、开发、制造。公司成立于2021年，是国内少数具备AI芯片制造专用大芯片光 刻机、芯片键合机、硅片键合机、高精度专用检测设备等高端装备的开发与制造公司，其主要产品部分 填补了国内高端装备的空白。核心团队包括国内外长期从事先进半导体与泛半导体专用装备设计、开 发、制造、集成、市场与销售的专业人才。 中旗新材原有业务较为传统，缺乏新的增长驱动。股权交易完成后，星空科技将借助自身行业和管理经 验，发展实体产业，助力上市公司转型升级，优先重点发展中旗 ...

Group 1 - The company Guangdong Zhongqi New Materials Co., Ltd. issued 5.4 million convertible bonds with a total amount of 540 million yuan, approved by the China Securities Regulatory Commission [2][3][18] - The bonds have a maturity of six years, from March 3, 2023, to March 2, 2029, with an annual interest rate that increases from 0.30% in the first year to 2.80% in the sixth year [3][5][10] - The initial conversion price for the bonds is set at 30.27 yuan per share, subject to adjustments based on various corporate actions [6][24] Group 2 - The company reported a revenue of 532.31 million yuan for 2024, a decrease of 22.88% compared to 2023, and a net profit attributable to shareholders of 25.82 million yuan, down 66.14% [18][21] - The company is engaged in the research, production, and sales of artificial quartz stone products, with plans to diversify into high-purity quartz sand and silicon crystal materials [17][18] - The company has established a specialized account for the management of raised funds, ensuring compliance with regulations and proper usage of the funds [16][19] Group 3 - The company has a total asset value of approximately 2.34 billion yuan as of the end of 2024, reflecting a 2.72% increase from the previous year [18][21] - The company’s actual control person, Zhou Jun, provides a guarantee for the bonds, ensuring the repayment of principal and interest to bondholders [20][21] - The company has not encountered any default on interest payments and maintains a normal willingness to repay debts [21][22]

Industry Overview - Artificial stone is an artificial composite material that has become a major decorative material in the construction and decoration field due to its cost and performance advantages, with a broad development prospect [1][6] - The Asia-Pacific region, represented by China, is currently the largest market for artificial stone production and sales globally [1][6] - The market size of China's artificial stone industry is projected to reach 63.577 billion yuan in 2024, with resin-based artificial stone accounting for 46.494 billion yuan and inorganic artificial stone for 17.083 billion yuan [6][8] - The market size is expected to grow to 64.164 billion yuan in 2025, with resin-based artificial stone at 46.679 billion yuan and inorganic artificial stone at 17.485 billion yuan [6][8] Industry Development Trends - The green and low-carbon development of inorganic artificial stone will be a future trend, driven by global "dual carbon" goals [1][6] - The increasing strictness of environmental policies, consumption upgrades, and technological advancements have led to rapid growth in the artificial stone industry in recent years [6][8] - The global artificial stone market is expected to reach 25.15 billion USD in 2024, with the Asia-Pacific region accounting for 12.516 billion USD [1][6] Industry Chain Structure - The upstream of the artificial stone industry includes raw materials such as unsaturated polyester resin, stone fillers, and cement, as well as auxiliary materials like catalysts, curing agents, and pigments [8][10] - The midstream involves the production of artificial stone, while the downstream applications primarily include construction real estate and decoration, covering residential, hotel, restaurant, shopping mall, and hospital sectors [8][10] Competitive Landscape - The artificial stone industry has a low concentration level with numerous market entrants, leading to intense competition [14][18] - Major companies in the domestic artificial stone industry include Guangdong Zhongqi New Materials Co., Ltd., Guangzhou Golandi New Materials Co., Ltd., and Guangdong Bitto New Materials Technology Co., Ltd. [14][18] Key Companies - Guangdong Zhongqi New Materials Co., Ltd. is the first A-share listed company in the artificial stone sector, focusing on green and environmentally friendly artificial stone research and manufacturing [17][18] - Guangzhou Golandi New Materials Co., Ltd. specializes in the research, production, and sales of quartz stone and artificial stone, with multiple production bases across China [17][18] - Guangdong Bitto New Materials Technology Co., Ltd. has established modern industrial bases in Guangdong, Hubei, and Jiangxi, focusing on high-end surface material innovation [20][21] Technological Development Trends - The future direction of artificial stone development includes high strength, green environmental protection, non-toxic, radiation-free, wear resistance, fire resistance, and durability [22] - Continuous advancements in scientific research and technology application are enhancing the performance and functionality of artificial quartz stone products, with a focus on automation and intelligence in production [22]

Group 1 - Yilida plans to repurchase shares worth 30 to 50 million yuan for employee stock ownership plans, with a maximum price of 6.5 yuan per share [1] - Yinglian shares two major shareholders plan to reduce their holdings by up to 5% [1][2] - Zhongbing Hongjian reports a net loss of 327 million yuan for 2024, with a revenue decline of 25.29% [2][3] Group 2 - Zhongke Electric reports a net profit increase of 626.56% for 2024, with a revenue growth of 13.72% [3][4] - Yong'an Futures reports a net profit decline of 21.07% for 2024, with a revenue decrease of 8.76% [5][6] - Yongjie New Materials reports a net profit increase of 34.28% for 2024, with a revenue growth of 24.71% [7][8] Group 3 - Xibu Securities reports a net profit increase of 20.38% for 2024, despite a revenue decline of 2.64% [9][10] - Jinying Heavy Industry reports a net profit decline of 35.54% for 2024, with a slight revenue increase of 1.13% [10][11] - Haineng Industry reports a net profit decline of 40.45% for 2024, despite a revenue growth of 16.26% [12][13] Group 4 - Penghui Energy reports a net loss of 252 million yuan for 2024, with a revenue increase of 14.83% [14][15] - Weiming Pharmaceutical reports a net loss of 137 million yuan for 2024, with a revenue decline of 16.14% [16][17] - Huachang Technology reports a net profit increase of 184.26% for 2024, with a revenue growth of 6.74% [18][19] Group 5 - Ancar Detection reports a net loss of 213 million yuan for 2024, with a revenue decline of 3.05% [20][21] - Saiwei Intelligent reports a net loss of 507 million yuan for 2024, with a significant revenue decline of 68.03% [22][23] - Qinglong Pipe Industry reports a net profit increase of 976.43% for 2024, with a revenue growth of 36.71% [24][25] Group 6 - Huayin Electric reports a net loss of 113 million yuan for 2024, with a revenue decline of 16.00% [26][27] - Zhongqi New Materials reports a net profit decline of 61.59% for 2024, with a revenue decrease of 22.88% [28][29] - Guangzheng Eye Hospital reports a net loss of 175 million yuan for 2024, with a revenue decline of 16.94% [30][31] Group 7 - Zhenlan Instrument reports a net profit increase of 2.16% for 2024, with a revenue growth of 11.63% [32][33] - Zaiseng Technology reports a net profit increase of 137.99% for 2024, despite a revenue decline of 10.87% [34][35] - Haitai High-tech reports a net profit increase of 51.34% for 2024, with a revenue growth of 25.26% [36][37] Group 8 - Runze Technology reports a net profit increase of 1.62% for 2024, with a revenue growth of 0.32% [38][39]

星标 ★ IPO日报 精彩文章第一时间推送 这家上市3年多的公司即将易主。 近期，广东中旗新材料股份有限公司（下称"中旗新材"，001212.SZ）发布公告称，广东星空科技装备有限公司（下称"星空科技"）通过协议受让方式， 以8.03亿元收购中旗新材24.97%股份，其一致行动人陈耀民同步购入5.01%股份，合计持股比例达29.98%。 交易完成后，星空科技成为中旗新材控股股东，实控人由周军变更为半导体领域知名人物贺荣明。受此消息提振，中旗新材公告发布隔日复牌即一字涨 停，报32.20元/股，市值39亿元。 这意味着，人造石材第一股或将进军集成电路高端芯片制造材料和设备领域。 制图：佘诗婕 实力不凡 具体来看，星空科技拟协议收购3049.89万股中旗新材股份，占上市公司股份总数的24.97%，受让总价约为8.03亿元。其一致行动人陈耀民斥资1.61亿元， 购入5.01%股份，两者合计持股比例达29.98%。股权的转让方——原实控人周军以及原控股股东海南羽明华和均出具《关于不谋求公司控制权的承诺 函》，星空科技以及其一致行动人陈耀民以此获得了中旗新材的控制权。 其中，星空科技的实际控制人为贺荣明，贺荣明是中国光 ...