下周解禁市值216.78亿元。 两家公司被证监会立案 （原标题：688669、002963，被证监会立案！下周解禁股名单出炉，6股业绩亏损） 下周38股面临解禁 下周将有38股解禁，按照最新收盘价计算，合计解禁市值216.78亿元。 南方航空下周将有8.04亿股上市流通，主要为定向增发机构配售股份，解禁市值达56.89亿元。 菲菱科思的解禁规模次之，下周将有0.22亿股上市流通，解禁股主要为首发原股东限售股份，解禁市值达18.71亿元。 相比之下，华洋赛车、奥特维、天奈科技、奥普科技等8股的解禁压力较小，解禁市值均不足千万元。 11月21日晚间，聚石化学(688669)公告称，公司于当日收到证监会下发的《立案告知书》，因公司涉嫌信息披露违法违规，证监会决定对公司立 案。 聚石化学表示，目前公司各项经营活动和业务均正常开展。立案调查期间，公司将积极配合证监会的相关工作，并严格按照相关法律法规和监管 要求及时履行信息披露义务。 聚石化学的主营业务是化工新材料的研发、生产和销售，主要产品是改性塑料粒子、汽车型材、光显材料、电线电缆、卫生材料、液化石油气产 品、阻燃剂、磷化学品。 业绩数据方面，2025年前三季度，聚 ...

Group 1 - Two A-share companies, Jushi Chemical and Haosai, have been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [1][5] - Jushi Chemical received a notice from the CSRC on November 21, 2025, regarding the investigation, and the company will cooperate with the regulatory body during this period [1][3] - Haosai also announced its investigation by the CSRC and stated that its business operations remain normal and orderly [5][7] Group 2 - Jushi Chemical reported a revenue of 987 million yuan for Q3 2025, a year-on-year decrease of 0.81%, with a net profit attributable to shareholders of 2.89 million yuan [3][4] - Haosai achieved a revenue of 1.07 billion yuan for Q3 2025, reflecting a year-on-year increase of 31.34%, and a net profit attributable to shareholders of 740.11 thousand yuan, a significant increase of 599.72% [7][8] - Jushi Chemical's main products include modified plastic particles, automotive profiles, optical materials, and flame retardants, while Haosai focuses on smart technology services in various sectors [3][7]

聚石化学主要从事化工新材料的研发、生产和销售。主要产品包括改性塑料粒子、汽车型材、光显材 料、电线电缆、卫生材料、液化石油气产品、阻燃剂、磷化学品等，广泛应用于节日灯饰、汽车、新能 源电池、家电、光学显示、电线电缆、医疗卫生、汽油添加剂、防火涂料、改性塑料、电解液、颜料等 领域。 业绩方面，公司2025年第三季度实现营业收入9.87亿元，同比下降0.81%；归属于上市公司股东的净利 润为289.43万元。 两家A股公司被立案。 聚石化学(688669)11月21日晚间公告，公司于2025年11月21日收到中国证券监督管理委员会(简称"中国 证监会")下发的《立案告知书》，因公司涉嫌信息披露违法违规，根据《中华人民共和国证券法》《中 华人民共和国行政处罚法》等法律法规，中国证监会决定对公司立案。 公告显示，目前公司各项经营活动和业务均正常开展。立案调查期间，公司将积极配合中国证监会的相 关工作，并严格按照相关法律法规和监管要求及时履行信息披露义务。 豪尔赛表示，公司将积极配合中国证监会立案调查工作，并严格按照相关法律法规的规定和监管要求及 时履行信息披露义务。目前，公司各项经营活动正常有序开展，本次立案不会对公 ...

两家A股公司被立案。 聚石化学（688669）11月21日晚间公告，公司于2025年11月21日收到中国证券监督管理委员会（简称"中国证 监会"）下发的《立案告知书》，因公司涉嫌信息披露违法违规，根据《中华人民共和国证券法》《中华人民 共和国行政处罚法》等法律法规，中国证监会决定对公司立案。 公告显示，目前公司各项经营活动和业务均正常开展。立案调查期间，公司将积极配合中国证监会的相关工 作，并严格按照相关法律法规和监管要求及时履行信息披露义务。 聚石化学主要从事化工新材料的研发、生产和销售。主要产品包括改性塑料粒子、汽车型材、光显材料、电线 电缆、卫生材料、液化石油气产品、阻燃剂、磷化学品等，广泛应用于节日灯饰、汽车、新能源电池、家电、 光学显示、电线电缆、医疗卫生、汽油添加剂、防火涂料、改性塑料、电解液、颜料等领域。 业绩方面，公司2025年第三季度实现营业收入9.87亿元，同比下降0.81%；归属于上市公司股东的净利润为 289.43万元。 同日，豪尔赛（002963）公告称，公司于近日收到中国证监会下发的《立案告知书》，因涉嫌信息披露违法违 规，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》 ...

Group 1 - The core point of the news is that Guoen Co., Ltd. experienced a stock price increase of 5.2%, reaching 61.10 CNY per share, with a trading volume of 263 million CNY and a turnover rate of 2.54%, resulting in a total market capitalization of 16.573 billion CNY [1] - Guoen Co., Ltd. is primarily engaged in the research, production, and sales of modified plastic particles and various modified plastic products, with its main business revenue composition being: organic polymer modified materials 50.38%, green petrochemical materials and new materials 20.11%, organic polymer composite materials 17.71%, others 8.02%, biomedicine and health products 2.05%, and gelatin, collagen, and their derivatives 1.73% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under Quanguo Fund, specifically Quanguo Xuyuan Three-Year Holding Period Mixed A (016709), entered the top ten circulating shareholders in the third quarter, holding 5.4341 million shares, which accounts for 3.07% of the circulating shares, with an estimated floating profit of approximately 16.411 million CNY [2] - Quanguo Xuyuan Three-Year Holding Period Mixed A (016709) was established on October 18, 2022, with a latest scale of 16.329 billion CNY, achieving a year-to-date return of 48.2% and ranking 1160 out of 8147 in its category, with a one-year return of 34.53% and ranking 1668 out of 8056 [2]

Core Viewpoint - 聚石化学 is a significant player in the modified plastics sector in China, focusing on the research, production, and sales of phosphorous chemicals and modified plastics, with strong technical research capabilities [1] Group 1: Business Performance - In Q3 2025, 聚石化学 reported revenue of 2.963 billion yuan, ranking 6th among 21 companies in the industry [2] - The company's net profit for the same period was 17.17 million yuan, placing it 15th in the industry [2] - The main business composition includes plastic products at 777 million yuan (39.30%), modified plastic particles at 509 million yuan (25.76%), and finished oil and additives at 370 million yuan (18.71%) [2] Group 2: Financial Ratios - As of Q3 2025, 聚石化学's asset-liability ratio was 72.10%, higher than the previous year's 67.65% and above the industry average of 45.98% [3] - The gross profit margin for Q3 2025 was 13.00%, an increase from 11.93% year-on-year but lower than the industry average of 14.74% [3] Group 3: Executive Compensation - The chairman, 陈钢, received a salary of 1.2351 million yuan in 2024, an increase of 20,400 yuan from 2023 [4] - The general manager, 杨衷核, has been in the role since July 2025, with a background in chemical industry management [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders for 聚石化学 decreased by 5.11% to 4,754 [5] - The average number of circulating A-shares held per shareholder increased by 5.38% to 25,500 [5]

Core Viewpoint - Guoen Co., Ltd. has shown significant stock price growth this year, with a 122.71% increase, indicating strong market performance and investor interest [1][2]. Company Overview - Guoen Co., Ltd. is located in Qingdao, Shandong Province, and was established on December 22, 2000. The company was listed on June 30, 2015, and specializes in the research, production, and sales of modified plastic particles and various modified plastic products [1]. - The company's main business revenue composition includes: organic polymer modified materials (50.38%), green petrochemical materials and new materials (20.11%), organic polymer composite materials (17.71%), others (8.02%), biomedicine and health products (2.05%), and gelatin, collagen, and their derivatives (1.73%) [1]. Financial Performance - For the first half of 2025, Guoen Co., Ltd. achieved a revenue of 9.754 billion yuan, representing a year-on-year growth of 4.58%. The net profit attributable to shareholders was 346 million yuan, showing a year-on-year increase of 25.94% [2]. - Since its A-share listing, Guoen Co., Ltd. has distributed a total of 477 million yuan in dividends, with 190 million yuan distributed in the last three years [2]. Stock Market Activity - As of October 22, Guoen Co., Ltd.'s stock price was 50.77 yuan per share, with a market capitalization of 13.771 billion yuan. The stock has seen a recent trading volume of 68.0605 million yuan and a turnover rate of 0.77% [1]. - The stock has experienced a net outflow of 417,400 yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Guoen Co., Ltd. was 16,000, a decrease of 16.60% from the previous period. The average number of circulating shares per person increased by 19.90% to 11,066 shares [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.4534 million shares, an increase of 2.5965 million shares from the previous period [2].

Core Viewpoint - The company, Guangdong Jushi Chemical Co., Ltd., has received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, highlighting significant adjustments in its financial performance due to impairment losses and accounting errors related to its subsidiary, Guanzhen Technology [1][2]. Financial Performance Adjustments - The company corrected its 2024 annual performance forecast, revealing substantial discrepancies in operating profit, total profit, net profit attributable to shareholders, and earnings per share due to impairment losses totaling 43.62 million yuan [1][2][11]. - The adjustments included a 43.62 million yuan impairment loss for performance compensation related to Guanzhen Technology, 11.63 million yuan for fixed asset expense processing, 21 million yuan for intangible asset impairment, and 21.75 million yuan for fixed asset impairment in leasing business [1][2][11]. Business Background and Impairment Reasons - The company signed a share transfer agreement for Guanzhen Technology, with a total payment of 60 million yuan, and an additional 72 million yuan contingent on performance over three years [2][3]. - The performance commitments for Guanzhen Technology were adjusted, with net profit targets set at 12 million yuan, 18 million yuan, and 24 million yuan for 2022, 2023, and 2024 respectively [3][4]. - Due to continuous losses and unfavorable market conditions, the company reassessed the recoverability of performance compensation, leading to a significant reduction in the estimated value of Guanzhen Technology's shares [6][7]. Internal Control and Compliance Measures - The company acknowledged deficiencies in asset value confirmation and fixed asset depreciation management, prompting a comprehensive review and adjustment of its financial reporting processes [10][11]. - The management has implemented corrective measures, including enhancing internal controls and financial management practices, to prevent similar issues in the future [10][11]. Revenue and Profitability - For 2024, the company reported revenue of 4.08 billion yuan, a year-on-year increase of 10.72%, but a net loss of 236 million yuan, reversing from a profit of 29 million yuan in the previous year [11]. - The losses were attributed to impairment losses on assets related to Guanzhen Technology and increased costs associated with new business ventures still in development [11].

Core Viewpoint - The company, Guangdong Jushi Chemical Co., Ltd., has made significant adjustments to its financial forecasts and reports due to substantial impairment losses related to its subsidiary, Guanzhen Technology, and other asset evaluations, leading to a shift from profit to loss in its financial performance for 2024 [1][15]. Financial Performance - In 2024, the company reported operating revenue of 4.08 billion yuan, a year-on-year increase of 10.72% [15]. - The net profit attributable to shareholders was -236 million yuan, a reversal from a profit of 29 million yuan in the previous year [15]. - The non-recurring net profit was -206 million yuan, compared to -25 million yuan in the same period last year [15]. Adjustments and Impairments - The company corrected its earnings forecast due to significant adjustments in operating profit, total profit, net profit attributable to shareholders, and earnings per share, primarily due to impairment losses totaling 43.62 million yuan for performance compensation related to Guanzhen Technology [1][15]. - Specific impairment losses included 43.62 million yuan for performance compensation, 11.63 million yuan for fixed asset expenses, 21 million yuan for intangible assets, and 21.75 million yuan for fixed assets related to leasing [1]. Business Background and Agreements - The company acquired a 55% stake in Guanzhen Technology for 132 million yuan, with a payment structure based on the company's net profit over three years [4][5]. - Adjustments to the performance commitments for Guanzhen Technology were made, with minimum net profit targets set for 2022, 2023, and 2024 at 12 million yuan, 18 million yuan, and 24 million yuan, respectively [5]. Internal Control and Compliance - The company conducted a comprehensive self-examination and found no other accounting errors or necessary retrospective adjustments, indicating that internal controls related to financial reporting were not significantly deficient [12][13]. - The management has implemented corrective measures to enhance compliance and internal control, focusing on asset value accounting and fixed asset depreciation [12][13]. Customer and Supplier Information - The company provided detailed information on its top five customers and suppliers, including transaction amounts and changes in rankings, indicating a shift in customer dynamics and market conditions [16][18].

Core Points - The company held its 2024 Annual General Meeting (AGM) to discuss various proposals, including the remuneration plan for directors and senior management for 2025 [1][2] - The company reported a revenue of 4,080.21 million yuan for 2024, representing a year-on-year increase of 10.72%, while the net profit attributable to shareholders was -244.15 million yuan, a significant decline of 831.71% compared to the previous year [8][23] - The company plans to continue enhancing its governance and investor relations, focusing on compliance with legal regulations and improving communication with investors [14][15] Meeting Procedures - The AGM required attendees to register and confirm their participation, ensuring the meeting's order and efficiency [2][3] - Voting was conducted through both on-site and online methods, with results to be announced after the meeting [3][9] - The meeting agenda included the presentation of the board's work report, discussions on various proposals, and the election of voting members [6][9] Financial Performance - The company achieved a total production of 381,102.54 tons in 2024, a 29.38% increase from the previous year, while sales volume increased by 20.67% [24] - The gross profit margin decreased by 3.14% to 10.44%, attributed to lower sales prices and increased competition in certain markets [25][28] - The company faced significant financial challenges, with total expenses rising to 16.09% of revenue, up from 14.59% the previous year, primarily due to increased sales and financial costs [27][28] Governance and Oversight - The board of directors and the supervisory board conducted regular meetings to ensure compliance with laws and regulations, maintaining oversight of the company's operations [11][12][19] - Independent directors provided reports on their activities, emphasizing their commitment to protecting shareholder interests [21] - The supervisory board monitored the company's financial status and compliance with internal controls, confirming that no violations occurred during the reporting period [19][20]