登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603026 证券简称：石大胜华 公告编号：临2025-046 石大胜华新材料集团股份有限公司关于 签订募集资金专户存储三方监管协议的公告 ■ 三、募集资金专户存储三方监管协议的主要内容 根据《上市公司募集资金监管规则》《上海证券交易所上市公司自律监管指引第 1 号一一规范运作》等 相关法规及《公司募集资金管理办法》的规定，公司及子公司胜华新能源科技（东营）有限公司、胜华 新能源科技（武汉）有限公司、东营石大胜华新能源有限公司分别设立了募集资金专户。公司及保荐人 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源"）于 2025 年8月 25 日分别与东营银行股份 有限公司东营胜利支行、中国光大银行股份有限公司青岛胶南支行、上海浦东发展银行股份有限公司武 汉东湖高新支行、中国银行股份有限公司东营黄河路支行、招商银行东营分行营业部签订了《募集资金 专户存储三方监管协议》。 上述所签募集资金专户存储三方监管协议与上海证券交易所《募集资金专户存储三方监管协议（范 本）》不存在重大差异。 截至2025 年8月25日，公司及子公司募集资金专户开立和存储情况如 ...

申万宏源证券承销保荐有限责任公司 关于石大胜华新材料集团股份有限公司 使用募集资金向子公司提供借款以实施募投项目的核查意见 申万宏源证券承销保荐有限责任公司（以下简称"保荐人"）作为石大胜华 新材料集团股份有限公司（以下简称"石大胜华"或"公司"）向特定对象发行 股票的保荐人，根据《上海证券交易所股票上市规则》《上海证券交易所上市公 司自律监管指引第 1 号——规范运作》《上海证券交易所上市公司自律监管指引 第 11 号——持续督导》等有关规定，对石大胜华使用募集资金向子公司提供借款 以实施募投项目的事项进行了核查，核查情况如下： 一、本次募集资金的基本情况 公司于 2024 年 9 月收到中国证券监督管理委员会（以下简称"中国证监会"） 出具的《关于同意石大胜华新材料集团股份有限公司向特定对象发行股票注册的 批复》（证监许可[2024]1288 号），同意公司 2022 年度向特定对象发行股票的注 册申请，根据《胜华新材 2022 年度向特定对象发行 A 股股票预案(三次修订稿)》， 本次向特定对象发行的股票数量不超过本次向特定对象发行前公司总股本的 30%， 即不超过 60,804,000.00 股（含本 ...

（四）本次监事会应出席的监事 3 人，实际参与表决的监事 3 人。 （五）本次监事会会议由监事会主席高建宏先生主持。 证券代码：603026 证券简称：石大胜华 公告编号：临 2025-050 石大胜华新材料集团股份有限公司 第八届监事会第十三次会议决议公告 本公司监事会及全体监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个别及连带责任。 一、监事会会议召开情况 （一）本次监事会会议的召开符合有关法律、行政法规、部门规章、规范性 文件和公司章程的规定。 （二）本次监事会会议于 2025 年 8 月 25 日以邮件、电话方式向公司监事会 全体监事发出第八届监事会第十三次会议通知和材料。 （三）本次监事会会议于 2025 年 8 月 26 日以通讯表决方式在山东省东营市 垦利区同兴路 198 号石大胜华办公楼 A326 室召开。 石大胜华新材料集团股份有限公司监事会 二、监事会会议审议情况 （一）通过《关于调整募投项目募集资金投资额的议案》。 监事会认为，公司本次调整募投项目拟投入募集资金金额，是根据公司目前 经营发展战略规划和实际经营需要以及募集资金到位的 ...

证券代码：603983 证券简称：丸美生物 公告编号：2025-020 广东丸美生物技术股份有限公司 关于2025年第二季度主要经营数据的公告 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个别及连带责任。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号行业信 息披露：第十三号——化工》的要求，现将公司 2025 年第二季度主要经营数据 披露如下： 二、2025 年第二季度公司主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 眼部类产品平均售价上升原因：主要系本期售价较高的眼霜产品升级销售占 比提升以及售价较低的眼膜产品销售占比下降所致。 美容类产品平均售价上升原因：主要系本期优化了营销策略，减少了低价引 主要产品 产量（支） 销量（支） 营业收入（元） 眼部类 1,417,633 1,293,001 206,219,439 护肤类 4,321,217 4,012,166 364,708,224 洁肤类 1,248,862 1,089,700 65,706,024 美容类 2,942,370 3,173,96 ...

Core Points - Xu Jinqiang is recognized as a pioneer in China's petroleum and chemical industries, contributing significantly to the victory in the Anti-Japanese War and the establishment of the new China [1][7][19] Group 1: Contributions during the Anti-Japanese War - Xu Jinqiang joined the New Fourth Army in 1938 and played a crucial role in procuring military supplies, including disguising electronic tubes to transport them safely to the anti-Japanese base [3][6] - He facilitated the delivery of over 100 talents to the anti-Japanese base, significantly enhancing the capabilities of the New Fourth Army [6] Group 2: Establishment of New China's Petroleum Industry - After the establishment of the People's Republic of China, Xu was appointed to lead the takeover of the China Petroleum Company in Shanghai, where he identified the urgent need for domestic oil production [7][8] - He oversaw the construction of the Shanghai Refinery, which was the first refinery built after the founding of the PRC, with a processing capacity of 10,000 tons of crude oil annually [8][11] Group 3: Development of the Daqing Oilfield - Xu was appointed as the deputy minister of the Ministry of Petroleum and the commander of the Daqing oilfield campaign, which resulted in the establishment of one of the world's largest oil fields [15][18] - Under his leadership, the Daqing oilfield's crude oil production increased significantly, reaching 1,060,000 tons in 1966 [18] Group 4: Leadership in Chemical Industry - Xu served as the acting minister of the Ministry of Chemical Industry, focusing on increasing fertilizer production to meet agricultural needs, leading to the establishment of over 1,500 small nitrogen fertilizer plants by 1979 [19][20] - He initiated the import of advanced technology for large-scale fertilizer production, resulting in the establishment of China's first self-designed large nitrogen fertilizer plant [21][22] Group 5: Innovations and Achievements - Xu promoted the development of synthetic materials and advanced chemical processes, significantly enhancing the production capabilities of the chemical industry in China [22][24] - His leadership in the chemical sector contributed to the successful launch of China's first artificial satellite and the development of various chemical products for national defense [24]

Core Viewpoint - The implementation of the childcare subsidy policy marks a transition from local pilot programs to a national system, reflecting a pragmatic approach focused on improving people's livelihoods [1][2] Policy Overview - The policy aims to create a "family-friendly" society, emphasizing the importance of reducing the financial burden of child-rearing for families [2][3] - Starting from January 1, 2025, families will receive an annual subsidy of 3,600 yuan for each child under three years old, regardless of whether they have one, two, or three children [1][3] Coverage and Financial Implications - The subsidy will cover all children under three years old, with an estimated annual total subsidy of approximately 1,012 billion yuan, funded by the central government [3][4] - Local governments are encouraged to provide additional subsidies based on their financial capabilities, allowing for differentiated support across regions [3][4] International Comparison - Compared to other countries, China's current subsidy level is relatively low, with the potential for future increases to enhance the effectiveness of the policy [4] Investment Recommendations - The policy is expected to benefit several sectors, including: - **Dairy Products**: The demand for infant formula is likely to increase, directly linked to the subsidy policy [5][6] - **Mother and Baby Retail Chains**: These companies are expected to see improved performance as birth rates rise, positively impacting same-store sales [6][7] - **Infant Products**: Companies in this sector will benefit from an expanded customer base due to increased birth rates [6][7] - **Postpartum Care Services**: The market for postpartum care is projected to grow significantly, driven by rising awareness and supportive policies [7]

Core Viewpoint - The recent private placement application by Huisheng Biological has been accepted by the Shenzhen Stock Exchange, but it faces significant criticism regarding the low issuance price and lack of specific investment projects, raising concerns about the interests of minority shareholders [1][2][3]. Company Summary - Huisheng Biological, a veterinary drug company, has been experiencing declining net profits since its IPO in 2020, with net profit dropping from 150 million yuan to a loss of 20.16 million yuan [6]. - The company's revenue has been increasing, but the net profit has been negatively impacted by the cyclical nature of the livestock industry and poor performance of previous investment projects [6][7]. - The company’s gross margin has decreased from 37% to 16.33%, and net margin has fallen from 19.31% to -1.65% due to various factors including declining product prices and rising costs [6]. Financing Details - The private placement will issue shares at a price of 9.19 yuan, significantly lower than the current market price of 20.68 yuan, which is only 44% of the market price [2][3]. - The maximum number of shares to be issued is 26,123,301, which could increase the controlling shareholders' stake to 47.92% [2][3]. - The total amount raised from this financing could reach 250 million yuan, but it is intended solely for replenishing working capital, raising questions about the necessity of the financing [3][4]. Investment Project Performance - Previous investment projects have largely failed to meet expected returns, with three out of five projects from the 2020 IPO not achieving their projected benefits [3][4]. - The company has faced challenges with its production capacity utilization and pricing, particularly in the case of the new products launched [4][6]. Industry Context - The veterinary drug industry is highly cyclical, with demand closely tied to the profitability of livestock farming [7]. - In the first quarter of 2024, Huisheng Biological reported a revenue increase of 92.96% and a net profit increase of 371.23%, attributed to improved cash flow in the livestock sector [7]. - However, the recent decline in pig prices raises uncertainty about whether the industry has truly recovered from its low point [7].

Group 1 - The company announced the adjustment of its 2022 A-share issuance plan, reducing the total fundraising amount from a maximum of 19.9 billion to 10 billion [1] - The net proceeds after deducting issuance costs are intended for various projects, including a 220,000 tons/year lithium battery materials R&D integration project (500 million), a 100,000 tons/year liquid lithium salt project (130 million), a 11,000 tons/year additive project (70 million), and to supplement working capital (300 million) [1] - Other aspects of the plan remain unchanged [1]

Group 1 - The core viewpoint of the news is that Zhuchi Asset has conducted research on a listed company, Lianhua Technology, indicating improvements in its business operations and strategic focus areas for growth [1] Group 2 - Lianhua Technology's agricultural protection segment has stabilized its gross margin, while the pharmaceutical segment is steadily developing, with an increase in foreign exchange gains [1] - The company is focusing on a major client strategy in its pharmaceutical business, enhancing cooperation with European pharmaceutical companies, and expanding client development in the US, Japan, South Korea, and domestically [1] - The new energy business is facing challenges but is expected to achieve revenue breakthroughs, with stable supply of electrolyte products and successful commercialization of electrolytes, additives, and cathode materials [1] - The utilization rate of the UK factory is increasing, with expected profitability, while the Malaysian factory is in the construction phase and actively negotiating product orders [1]

Group 1: Company Performance - The company's K amine products are under long-term agreements with clients, ensuring stable gross margins through a cost-plus pricing model [1] - In Q1 2025, the company experienced improved operational performance, with the agricultural protection segment stabilizing and the pharmaceutical segment developing steadily [2] - The net profit significantly increased due to growth in foreign exchange gains and the turnaround of foreign exchange hedging derivatives from loss to profit [1] Group 2: Business Segments - The agricultural protection and pharmaceutical segments are expected to continue steady growth, while the renewable energy segment faces intense market competition [2] - The pharmaceutical business is progressing as planned, focusing on major clients, primarily leading European pharmaceutical companies [2] - The renewable energy segment is seeing gradual revenue increases, with expectations for a breakthrough in 2025 [2] Group 3: International Expansion - The UK factory is expected to improve operational performance with increased capacity utilization, having achieved profitability in Q1 2025 [3] - The Malaysian factory has a budget of up to $200 million and is currently in the construction phase, with future investments contingent on product orders [3] - Both overseas factories aim to enhance supply chain stability and service quality for clients [3]