上交所随后指出，亚辉龙相关公告存在信息披露不准确、不完整的问题，未充分提示合作不确定性及相 关风险，已对公司及时任董事会秘书王鸣阳予以监管警示。此次证监会正式立案，正是对该起涉嫌误导 性陈述行为的进一步调查核实。 相较于亚辉龙因热点概念相关公告违规被立案，天晟新材的涉嫌违规事项则指向历史财务信息披露。根 据公司公告，经自查，本次证监会立案可能涉及2023年度关联交易未披露事项。截至公告披露日，天晟 新材尚未收到证监会的最终调查结论，相关事项的具体细节及违规程度仍有待进一步核查确认。 公开资料显示，天晟新材是全国知名的高分子材料专业生产商，主营业务聚焦于高分子新材料的研发、 生产与销售，主要产品包括软质发泡材料、结构泡沫材料、声屏障产品等。值得注意的是，该公司近期 正处于控制权变更的关键阶段，1月12日曾公告控股股东、实控人拟发生变更，相关股份转让及认购事 宜已完成前期披露，公司股票于1月16日复牌。此次立案调查是否会对公司控制权变更进程产生影响， 成为市场关注的焦点之一。 公开资料显示，亚辉龙主营业务是化学发光免疫分析法为主的体外诊断仪器及配套试剂的研发、生产和 销售，及部分非自产医疗器械产品的代理销售。 尽 ...

Group 1 - The core issue is that Tian Sheng New Materials is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure related to undisclosed related party transactions in 2023 [2][4] - The company primarily engages in the research, production, and sales of polymer foam materials, including soft foam materials and structural foam materials [4] - As of the announcement date, the company has not received a final investigation conclusion from the CSRC, and the outcome will depend on the CSRC's findings [4] Group 2 - Tian Sheng New Materials has projected a revenue of between 440 million to 458 million yuan for the fiscal year 2025, down from 531 million yuan in the previous year, indicating a decrease of approximately 80 million yuan [4] - The company expects a net profit of between 21 million to 31 million yuan, a significant turnaround from a loss of 58.65 million yuan in the previous year [4] - The decline in revenue is attributed to the impact of relocation and strategic adjustments, leading to a reduction in order sizes for certain business segments [4] Group 3 - Recent shareholder changes indicate that two newly established Beijing institutions, Rongsheng Zhizhong and Rongsheng Xintai, will acquire a combined 19.59% voting rights in the company through a two-step transaction costing approximately 384 million yuan [5] - Prior to this change, significant shareholders included Lü Zewei and Sun Lie, with their holdings being reduced post-transaction [5] - As of February 6, the company's stock price was 7.17 yuan per share, with a market capitalization of 2.337 billion yuan [6]

Group 1 - Tian Sheng New Materials announced that its largest shareholder, Wu Haizhou, is planning a significant matter that may lead to a change in the company's control [3] - As of the announcement date, Wu Haizhou holds 25.42 million shares, accounting for 7.80% of the total share capital, making him the largest shareholder [3] - The company is currently without a controlling shareholder or actual controller [3][6] Group 2 - Huibo Pu announced that its controlling shareholder, Changsha Water Group Co., Ltd., is planning a share transfer that may result in a change of the controlling shareholder and actual controller [8] - The share transfer involves a percentage of 25%-30% of the total share capital and the counterparty is a state-owned enterprise in the mechanical equipment industry [8] - As of the announcement date, Changsha Water Group directly holds 30.52% of the shares, with the actual controller being the State-owned Assets Supervision and Administration Commission of Changsha Municipal Government [8] Group 3 - For the first three quarters of 2025, Tian Sheng New Materials reported revenue of 334 million yuan, a year-on-year decrease of 16.71%, and a net profit attributable to shareholders of 83.12 million yuan, a year-on-year decrease of 1093.28% [7] - For the same period, Huibo Pu reported revenue of 1.608 billion yuan, a year-on-year decrease of 0.17%, and a net profit attributable to shareholders of 10.53 million yuan, a year-on-year increase of 113.73% [10]

| | □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 投资者关系 | | | 活动类别 | □新闻发布会 □路演活动 | | | √现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 | 机构： | | | 国投证券江苏分公司：黄鹤友 | | | 国投证券苏州分公司：杨庆林 | | | 国投证券常州营业部：朱国栋 | | | 国投证券张家港营业部：沈健 | | 及人员姓名 | 国投证券昆山营业部：陈静 | | | 国投证券无锡营业部：杨晟晔 | | | 国投证券江苏分公司：周荃 | | | 国投证券投行部：孙健 | | | 个人：袁婧、杨浩、袁媛、钱佳怡 | | 2025 时间 | 年 5 月 21 日（星期三）下午 14:00-15:30 | | 地点 | 天晟新材总部 | | 上市公司 | 董事、总裁：徐奕先生 副总裁、董事会秘书：余丽品女士 | | 接待人员姓名 | 市场开发总监：许雅筑女士 | | | 一、公司展厅参观 | | | 二、公司情况介绍 | | 投资者关系活动 | 1、公司发展战略 | | 主要内容介绍 | 公司秉承 ...