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、准确性和完整性依法承担法律责任。 科达制造股份有限公司（以下简称"公司"）拟通过发行股份及支付现金的方式购买广东特福国际控股有 限公司51.55%股份，并向不超过35名特定投资者发行股份募集配套资金（以下简称"本次交易"）。根据 《上市公司重大资产重组管理办法》等有关规定，本次交易构成关联交易，预计构成重大资产重组，预 计不构成重组上市。 登录新浪财经APP 搜索【信披】查看更多考评等级 二、本次交易的进展情况 一、本次交易的基本情况 自本次交易预案披露以来，公司及有关各方积极推进本次交易相关工作。截至本公告披露日，本次交易 相关的审计、评估等工作正在有序推进中。公司将根据本次交易的进展情况，严格按照相关法律法规的 规定履行后续审议程序与信息披露义务。 三、风险提示 本次交易方案尚需提交公司董事会再次审议及公司股东会审议批准，并需经有权监管机构批准、审核通 过或同意注册后方可实施。本次交易能否获得上述相关批准和注册，以及最终获得批准和注册的时间， 均存在不确定性，有关信息均以公司指定信息披露媒体和上海证券交易 ...

2026 年 1 月 28 日，公司第九届董事会第十五次会议审议通过了《关于科达 制造股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易方 案的议案》等与本次交易相关的议案，具体内容详见公司于 2026 年 1 月 29 日在 上海证券交易所网站（www.sse.com.cn）披露的《科达制造股份有限公司发行股 份及支付现金购买资产并募集配套资金暨关联交易预案》及相关公告。 经向上海证券交易所申请，公司股票（证券简称：科达制造，证券代码：600499） 于 2026 年 1 月 29 日开市起复牌，具体内容详见公司于 2026 年 1 月 29 日在上海 关于发行股份及支付现金购买资产并募集配套资金 暨关联交易事项的进展公告 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、准确性和完整性依法承担法律责任。 一、本次交易的基本情况 科达制造股份有限公司（以下简称"公司"）拟通过发行股份及支付现金的 方式购买广东特福国际控股有限公司 51.55%股份，并向不超过 35 名特定投资者 发行股份募集配套资金（以下简称"本次交易"）。 根据《上市公司重大 ...

科达制造公告称，公司拟通过发行股份及支付现金方式购买广东特福国际控股有限公司51.55%股份， 并募集配套资金，构成关联交易，预计构成重大资产重组。公司股票于2026年1月开市起停牌，1月28 日，公司第九届董事会第十五次会议审议通过交易预案，随后股票复牌。截至公告披露日，交易相关的 审计、评估等工作正有序推进。本次交易尚需董事会再次审议、股东会批准及监管机构审核，存在不确 定性。 ...

Investment Rating - The industry investment rating is "Positive" and maintained [9] Core Viewpoints - The report emphasizes the strengthening expectation of price increases for electronic fabrics, driven by explosive demand and capacity constraints, indicating a "super cycle" characterized by strong demand rigidity and prolonged duration [5][6] - The report identifies three main lines for 2026: the stock chain, the Africa chain, and the AI chain, suggesting strategic focus areas for investment [8] Summary by Relevant Sections Basic Situation - Cement shipments are experiencing seasonal declines, with an average shipment rate of approximately 9% in key regions, a month-on-month decrease of about 15 percentage points, and a year-on-year decrease of about 4 percentage points [7][22] - Glass inventory has slightly increased, with a total inventory of 51.63 million weight boxes, a month-on-month increase of 2.14 million weight boxes, reflecting a 4.32% growth [7][30] Outlook for 2026 - The stock chain focuses on optimizing demand and clearing supply varieties, with residential renovation demand expected to rise from 50% currently to nearly 70% by 2030 [8] - The Africa chain highlights undervalued growth opportunities in the African market, recommending leading companies such as Keda Manufacturing and Huaxin Cement [8] - The AI chain looks at the industrial upgrade of special electronic fabrics, with a focus on Low-Dk products and domestic substitution opportunities [8] Price and Inventory - The national average price for cement before the festival was 346.29 yuan/ton, with a month-on-month decrease of 0.32 yuan/ton and a year-on-year decrease of 47.90 yuan/ton [23] - The national average price for glass before the festival was 63.24 yuan/weight box, with a month-on-month increase of 0.06 yuan/weight box and a year-on-year decrease of 11.07 yuan/weight box [32]

重要内容提示： 登录新浪财经APP 搜索【信披】查看更多考评等级 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法律责任。 ● 梁桐灿先生持有科达制造股份有限公司（以下简称"公司"、"科达制造"）股份374,456,779股，占公司 总股本的比例为19.52%，为公司第一大股东。本次部分股份质押后，梁桐灿先生累计质押股份 202,400,000股，占其所持公司股份数的54.05%，占公司总股本的10.55%。 ● 截至2026年2月10日，梁桐灿先生及其一致行动人广东宏宇集团有限公司（以下简称"宏宇集团"）持 有公司股份438,797,931股，占公司总股本的比例为22.88%，累计质押股份266,741,152股，占其所持公 司股份数的60.79%，占公司总股本的13.91%。 一、本次股份质押情况 1、本次股份质押情况 公司近日收到第一大股东梁桐灿先生的通知，获悉其将持有的公司部分股份办理了质押登记手续，具体 情况如下： ■ 注：梁桐灿先生不是公司控股股东，但为公司第一大股东；上述股份的解质以实际办理解除质押登记手 续之日为准。 2 ...

证券代码：600499 证券简称：科达制造 公告编号：2026-013 科达制造股份有限公司 关于第一大股东股份质押的公告 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法律责任。 重要内容提示： 梁桐灿先生持有科达制造股份有限公司（以下简称"公司"、"科达制造"） 股份 374,456,779 股，占公司总股本的比例为 19.52%，为公司第一大股东。本次 部分股份质押后，梁桐灿先生累计质押股份 202,400,000 股，占其所持公司股份 数的 54.05%，占公司总股本的 10.55%。 截至 2026 年 2 月 10 日，梁桐灿先生及其一致行动人广东宏宇集团有限 公司（以下简称"宏宇集团"）持有公司股份 438,797,931 股，占公司总股本的比 例为 22.88%，累计质押股份 266,741,152 股，占其所持公司股份数的 60.79%，占 公司总股本的 13.91%。 公司近日收到第一大股东梁桐灿先生的通知，获悉其将持有的公司部分股份 办理了质押登记手续，具体情况如下： | 是否为 | 本次 | 是否 | 占其所 | ...

Group 1 - The company Keda Manufacturing announced that Mr. Liang Tongcan has pledged approximately 202 million shares, which accounts for 54.05% of his total shares held and 10.55% of the company's total share capital [1] - As of February 10, 2026, Mr. Liang and his concerted party, Guangdong Hongyu Group Co., Ltd., hold about 439 million shares, representing 22.88% of the company's total share capital, with a total of approximately 267 million shares pledged, which is 60.79% of their holdings and 13.91% of the company's total share capital [1]

科达制造公告称，第一大股东梁桐灿于2026年2月10日质押1300万股，占其所持股份比例3.47%，占公 司总股本比例0.68%，融资用于广东宏威陶瓷实业有限公司生产经营资金周转。本次质押后，梁桐灿累 计质押2.02亿股，占其所持公司股份数的54.05%，占公司总股本的10.55%。截至2月10日，梁桐灿及其 一致行动人宏宇集团累计质押2.67亿股，占其所持股份数的60.79%，占公司总股本的13.91%。本次质押 风险可控，对公司生产经营、治理等无影响。 ...

Investment Rating - The report maintains a "Positive" investment rating for the building materials industry [10]. Core Viewpoints - The report emphasizes increasing allocations to high-quality leading companies in consumer building materials and anticipates price increases in electronic fabrics due to shortages [2][3]. - Consumer building materials are highlighted as a strong investment opportunity due to significant supply exits, with production levels for various materials projected to be at 97% for plastic pipes, 82% for gypsum boards, and 77% for cement in 2024 compared to their peak levels [3]. - The report identifies three main lines for 2026: the stock chain, the African chain, and the AI chain, suggesting a shift in demand dynamics and growth opportunities in these areas [7]. Summary by Sections Basic Situation - Cement shipments have seen a slight month-on-month increase, while glass inventory continues to decline [6]. - In late January, cement demand showed slight recovery due to warmer weather in southern regions, with a shipment rate of approximately 32% in key domestic areas, up by 3 percentage points [6][23]. Outlook for 2026 - The report suggests focusing on three main lines: stock chain, African chain, and AI chain. The stock chain is expected to see a qualitative change in demand, with home renovation demand projected to rise from 50% to nearly 70% by 2030 [7]. - The African chain highlights undervalued growth opportunities in the African market, with recommendations for leading companies such as Keda Manufacturing and Huaxin Cement [7]. - The AI chain focuses on the upgrade of special electronic fabrics, with significant opportunities for domestic replacements in low CTE and low-Dk products [7]. Electronic Fabrics - The report is optimistic about price increases in electronic fabrics due to dual demand dynamics, with AI electronic fabrics benefiting from high demand and ordinary electronic fabrics facing supply constraints [5]. - The shortage of weaving machines is expected to continue, leading to sustained price increases [5]. Cement and Glass Market - The report notes that the national average price of cement is 349.84 yuan per ton, with a month-on-month decrease of 2.74 yuan [24]. - The national average price of glass is reported at 63.11 yuan per weight box, with a slight month-on-month increase of 0.50 yuan [36].

Group 1 - The company Keda Manufacturing announced the release of part of its pledged shares, with Mr. Liang Tongcan having a total of approximately 189 million shares pledged, which accounts for 50.58% of his holdings and 9.88% of the company's total share capital [1] - As of February 3, 2026, Mr. Liang and his concerted party, Guangdong Hongyu Group Co., Ltd., hold approximately 439 million shares in the company, representing 22.88% of the total share capital, with a total of approximately 254 million shares pledged, accounting for 57.83% of their holdings and 13.23% of the company's total share capital [1]