公告显示，截至公告日，合盛集团及其一致行动人罗立国、罗燚、罗烨栋合计直接持有合盛硅业股份 8.69亿股，占公司总股本的73.52%。其中合盛集团持有公司无限售流通股4.87亿股，占公司总股本的 41.16%。 北京商报讯（记者 王蔓蕾）1月20日晚间，合盛硅业（603260）披露公告称，控股股东合盛集团因自身 资金需求，拟自减持计划公告披露日起15个交易日后的3个月内减持不超过3546.62万股，计划减持比例 不超过3%。 交易行情显示，截至1月20日收盘，合盛硅业股价收涨1.01%，收于53.95元/股，总市值637.8亿元。 ...

Core Viewpoint - The organic silicon DMC market is experiencing a significant price increase due to tightening supply and rising demand from high-end sectors such as new energy and electronics, with prices reaching approximately 13,700 to 14,000 yuan per ton as of January 15 [1] Group 1: Market Dynamics - The organic silicon DMC price has risen from about 11,300 yuan per ton at the end of October 2025 to around 13,200 yuan per ton by mid-November, marking a monthly increase of approximately 20% [2] - The average operating rate in the organic silicon industry is currently around 66%, with no significant inventory pressure, and supply is expected to tighten further in January [3] - The organic silicon industry is projected to face supply-demand gaps of -1.9 million tons, -29.4 million tons, and -18.4 million tons from 2025 to 2027, respectively, due to mismatches caused by expansion cycles [4] Group 2: Policy and Industry Changes - The "anti-involution" policy initiated in November 2025 aims to reduce industry overcapacity, with a consensus among industry leaders to lower operating rates by 30% [2] - The adjustment of export tax policies for primary polysiloxane products starting April 1, 2026, is expected to guide the industry towards higher-end product development and production [5] - The implementation of strict policies regarding "double carbon" and environmental safety is accelerating the exit of outdated production capacities, benefiting leading companies like Hoshine Silicon Industry [7] Group 3: Company Performance and Outlook - Hoshine Silicon Industry is identified as a leading player in the organic silicon sector, with a significant recovery in profitability, reporting a net profit of 262 million yuan in the third quarter, marking a turnaround from previous losses [6][8] - Forecasts suggest that Hoshine's net profits will increase to 2.651 billion yuan, 4.381 billion yuan, and 5.132 billion yuan from 2026 to 2028, reflecting the company's strong market position and operational advantages [8]

人民财讯1月20日电，合盛硅业（603260）1月20日公告，控股股东合盛集团拟减持不超过3546.62万股 (即不超过公司总股本的3%)。 ...

格隆汇1月20日丨合盛硅业(603260.SH)公布，合盛集团因自身资金需求，拟自本减持计划公告披露日起 15个交易日后的3个月内减持不超过35,466,207股，减持比例不超过3%。其中：拟计划通过集中竞价方 式减持不超过1182.21万股（即不超过公司总股本的1%）；拟通过大宗交易方式减持不超过2364.41万股 （即不超过公司总股本的2%）。减持价格根据减持时的市场价格及交易方式确定。 ...

证券代码：603260 证券简称：合盛硅业 公告编号：2026-005 合盛硅业股份有限公司 关于控股股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 截至本公告日，宁波合盛集团有限公司（以下简称"合盛集团"）及其一致行 动人罗立国、罗燚、罗烨栋合计直接持有合盛硅业股份有限公司（以下简称"公 司"）股份 869,105,229 股，占公司总股本的 73.52%。其中合盛集团持有公司无 限售流通股 486,647,073 股，占公司总股本的 41.16%。 减持计划的主要内容 合盛集团因自身资金需求，拟自本减持计划公告披露日起 15 个交易日后的 3 个月内减持不超过 35,466,207 股，其中：拟计划通过集中竞价方式减持不超过 11,822,069 股（即不超过公司总股本的 1%）；拟通过大宗交易方式减持不超过 23,644,138 股（即不超过公司总股本的 2%）。减持价格根据减持时的市场价格及 交易方式确定。在上述减持计划实施期间，公司若发生送红股、转增股本、增发 新股或配 ...

Core Viewpoint - The company, Hesheng Silicon Industry, has received administrative regulatory measures from the Zhejiang Securities Regulatory Bureau due to violations related to undisclosed related-party transactions and failure to fulfill information disclosure obligations [3][5][7]. Group 1: Regulatory Actions - Hesheng Silicon Industry received two notices from the Zhejiang Securities Regulatory Bureau: one requiring corrective actions and the other issuing warning letters to four senior executives [7][11]. - The corrective action notice highlights issues with related-party transactions involving Kaifa Lianying Trading Co., Ltd. and Kuqa Juyou Coal Industry Co., Ltd., which were not disclosed properly [8][9]. Group 2: Financial Details - In 2022, the transaction amount with Kaifa Lianying was 771.5962 million yuan, accounting for 3.81% of the company's latest audited net assets [9][10]. - For the years 2022 to 2024, the transaction amounts with Kuqa Juyou were 245.4776 million yuan, 246.409 million yuan, and 354.5957 million yuan, representing 1.21%, 1.03%, and 1.09% of the company's latest audited net assets respectively [10][11]. Group 3: Investment Projects - In October 2022, the company's subsidiary signed a strategic cooperation framework agreement with the government of Hangzhou's Xiaoshan District, with an initial total investment of approximately 7 billion yuan, which was later increased to about 11 billion yuan in June 2023 [4][11]. - These investment amounts represent 34.55% and 45.88% of the company's latest audited net assets, and the company failed to follow the necessary review procedures and disclosure obligations [4][11]. Group 4: Company Performance - Hesheng Silicon Industry reported a net loss of 321 million yuan for the first three quarters, with asset impairment losses of 213 million yuan [12]. - The company's debt ratio stood at 62.89% as of September 2025, with monetary funds of 1.142 billion yuan and interest-bearing liabilities of approximately 27.926 billion yuan [12].

中国经济网北京1月19日讯 合盛硅业(603260.SH)1月16日晚间发布关于公司及相关责任人收到浙江证监 局行政监管措施决定书的公告。 合盛硅业于1月16日收到浙江证监局出具的《关于对合盛硅业股份有限公司采取责令改正措施的决定》 （〔2026〕10号，简称"决定书一"）和《关于对罗立国、罗烨栋、张雅聪、高君秋采取出具警示函措施 的决定》（〔2026〕9号，简称"决定书二"）。 决定书一主要内容： 经查，合盛硅业存在以下问题： 一、开化联营贸易有限公司（简称开化联营）、库车聚友煤业有限责任公司（简称聚友煤业）应被认定 为公司关联方，公司与开化联营、聚友煤业发生的交易均为关联交易。2022年，公司与开化联营的交易 金额77,159.62万元，占公司最近一期经审计净资产绝对值的3.81%。2022—2024年，公司与聚友煤业的 交易金额分别为24,547.76万元、24,640.90万元和35,459.57万元，占公司最近一期经审计净资产绝对值的 1.21%、1.03%和1.09%。公司未履行关联交易的审议程序和信息披露义务。 二、2022年10月，公司控股子公司宁波合盛新材料有限公司与杭州市萧山区人民政府签订 ...

Core Viewpoint - The company Hoshine Silicon Industry (合盛硅业) has been placed under regulatory scrutiny due to significant disclosure violations, including undisclosed related-party transactions totaling 16.18 billion yuan and undisclosed investments amounting to 110 billion yuan [2][4][5]. Group 1: Regulatory Actions - On January 16, the company received two decision letters from the Zhejiang Securities Regulatory Bureau, one for the company itself and another for its actual controllers and executives, imposing corrective measures and warning letters [2][3]. - The violations include failing to disclose related-party transactions with companies such as Kaihua Joint Trade Co., Ltd. and Kuqa Juyou Coal Industry Co., Ltd., which amounted to 16.18 billion yuan [4][5]. Group 2: Financial Performance - The company has faced declining financial performance, with a reported revenue of 152.06 billion yuan in the first three quarters of 2025, a year-on-year decrease of 25.35%, marking its first loss with a net profit of -3.21 billion yuan [2][8]. - In contrast, the company had previously reported peak revenues of 213.43 billion yuan in 2021, with a net profit of 82.12 billion yuan, reflecting a significant decline in profitability over the years [8]. Group 3: Shareholder Actions - The controlling shareholder, Hoshine Group, cashed out 26.34 billion yuan through a share transfer in July 2025, while the second-largest shareholder, Fuda Industrial, completed a full exit, having cashed out approximately 134 billion yuan since 2019 [10][11]. - The company's stock price has plummeted over 70% since its peak of 259.80 yuan per share in September 2021, closing at 53.46 yuan on January 16, 2025 [11].

1月16日，合盛硅业跌0.61%，成交额6.86亿元。两融数据显示，当日合盛硅业获融资买入额8108.60万 元，融资偿还8627.77万元，融资净买入-519.17万元。截至1月16日，合盛硅业融资融券余额合计13.12 亿元。 截至9月30日，合盛硅业股东户数5.09万，较上期增加14.42%；人均流通股23235股，较上期减少 12.60%。2025年1月-9月，合盛硅业实现营业收入152.06亿元，同比减少25.35%；归母净利润-3.21亿 元，同比减少122.10%。 分红方面，合盛硅业A股上市后累计派现53.21亿元。近三年，累计派现23.66亿元。 机构持仓方面，截止2025年9月30日，合盛硅业十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股989.06万股，相比上期减少471.33万股。华泰柏瑞沪深300ETF（510300）位居第八大流通 股东，持股596.81万股，相比上期减少33.74万股。申万宏源证券有限公司位居第九大流通股东，持股 503.92万股，相比上期增加6101.00股。易方达沪深300ETF（510310）位居第十大流通股东，持股 435.89万股，相比上 ...

Core Viewpoint - Hoshine Silicon Industry (合盛硅业) has been placed under regulatory scrutiny due to significant disclosure violations, including unreported related party transactions totaling 16.18 billion yuan and undisclosed investments amounting to 110 billion yuan, leading to a decline in financial performance and shareholder sell-offs [1][3][4]. Group 1: Regulatory Issues - Hoshine Silicon received two decision letters from the Zhejiang Securities Regulatory Bureau, mandating corrective actions due to undisclosed related party transactions and significant investments [1][3]. - The company failed to disclose related party transactions with Kaifa Lianying Trading Co. and Kucha Juyou Coal Industry Co., amounting to 16.18 billion yuan, which did not follow the required review and disclosure procedures [4][3]. - The company’s chairman and key executives received warning letters for their roles in these violations [1][5]. Group 2: Financial Performance - The company has faced declining financial performance, with a reported revenue of 152.06 billion yuan in the first three quarters of 2025, a 25.35% decrease year-on-year, marking its first loss with a net profit of -3.21 billion yuan [8][9]. - In contrast, the company had previously reported peak revenues of 213.43 billion yuan in 2021, with a net profit of 82.12 billion yuan, reflecting a significant decline in profitability over the years [7][8]. - The asset-liability ratio stood at 62.89% as of September 2025, with monetary funds of 11.42 billion yuan against interest-bearing liabilities of approximately 279.26 billion yuan [9]. Group 3: Shareholder Actions - Hoshine's controlling shareholder, Hoshine Group, cashed out 26.34 billion yuan through a share transfer in July 2025, while the second-largest shareholder, Fuda Industrial, completed a full exit, having sold shares worth approximately 134 billion yuan since 2019 [10][11]. - The stock price has plummeted over 70% since its peak of 259.80 yuan per share in September 2021, closing at 53.46 yuan on January 16, 2025 [2][11].