Group 1 - The core viewpoint is that Huahai Chengke's stock has seen a significant increase, with a 10.74% rise over three consecutive days, reaching a price of 127.63 CNY per share and a market capitalization of 10.299 billion CNY [1] - Huahai Chengke specializes in the research, production, and sales of electronic packaging materials, with its main revenue sources being epoxy encapsulation materials (92.80%), adhesives (6.23%), and others (0.98%) [1] - The company was established on December 17, 2010, and went public on April 4, 2023, located in Lianyungang City, Jiangsu Province [1] Group 2 - Noan Fund has a significant holding in Huahai Chengke, with its Noan Research Optimal Mixed A Fund (008185) holding 35,300 shares, accounting for 4.09% of the fund's net value, making it the ninth-largest holding [2] - The fund has generated a floating profit of approximately 216,800 CNY today and 415,300 CNY during the three-day increase [2] - The Noan Research Optimal Mixed A Fund was established on May 9, 2020, with a current scale of 71.2857 million CNY and has achieved an 88.14% return this year, ranking 158 out of 8166 in its category [2]

Core Viewpoint - Huahai Chengke (688535.SH) has announced a share buyback program, indicating a commitment to enhancing shareholder value through capital return strategies [1] Summary by Categories Company Actions - As of September 30, 2025, the company has repurchased a total of 460,567 shares through the Shanghai Stock Exchange trading system, representing 0.57% of the total share capital [1] - The highest price paid for the repurchased shares was 88.99 CNY per share, while the lowest price was 62.17 CNY per share [1] - The total amount spent on the share buyback was 32,469,255.62 CNY, excluding transaction fees such as stamp duty and trading commissions [1]

重要内容提示： | 回购方案首次披露日 | 2024/12/31 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 2024 12 | 12 | 月 | 31 | 日~2025 | 年 | 月 | 31 | 日 | | 预计回购金额 | 2,500万元~5,000万元 | | | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 √用于转换公司可转债 | | | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | | | 累计已回购股数 | 46.06万股 | | | | | | | | | | 累计已回购股数占总股本比例 | 0.57% | | | | | | | | | | 累计已回购金额 | 3,246.93万元 | | | | | | | | | | 实际回购价格区间 | 62.17元/股~88.99元/股 | | | | | | | | | 证券代码：688535 证券简称：华海诚科 ...

Group 1: Market Dynamics - As of September 28, 2025, there were 17 new private placement projects added, a 1 project increase from the previous period, with 10 projects terminated, marking a 4 project increase[4] - The approval rate for projects remains at 100%, with 3 projects approved by the review committee, a decrease of 8 projects from the previous period[17] - There are currently 628 projects in the normal review stage, with 65 projects having received approval, a decrease of 8 projects[7] Group 2: Fundraising and Pricing - In the last two weeks, 5 competitive projects raised a total of 6.9 billion yuan, a decrease of 38.84% from the previous period, with a 100% fundraising success rate[31] - The average benchmark discount rate for these projects was 11.16%, down by 2.10 percentage points[32] - The average premium rate for bids was 10.04%, reflecting a 1.58 percentage point increase[42] Group 3: Performance of Released Projects - Among the 6 competitive projects released, 83.33% had positive returns, with an average absolute return of 47.36% and an excess return of 34.54%[46] - The average market discount rate for these projects was 10.77%, down by 4.65 percentage points[46] - For the 4 pricing projects released, the average absolute return was 406.53%, a significant increase of 353.82 percentage points[51] Group 4: Risk Factors - Risks include slower-than-expected review progress, fluctuations in secondary market stock prices, and changes in the competitive bidding environment for private placements[54]

华海诚科 发行股份、可转换公司债券及支付现金购买资产并募集配套资金报告书 (摘要) 股票代码：688535 股票简称：华海诚科 上市地点：上海证券交易所 江苏华海诚科新材料股份有限公司 发行股份、可转换公司债券及支付现金 购买资产并募集配套资金报告书（摘要） | 项目 | 交易对方 | | --- | --- | | 发行股份、可转换公司债券及支付现 | 绍兴署辉贸易有限公司等13名衡所华威电子有限公 | | 金购买资产 | 司股东 | | 募集配套资金 | 不超过 35 名符合中国证监会规定的特定投资者 | 独立财务顾问 二〇二五年九月 1 华海诚科 发行股份、可转换公司债券及支付现金购买资产并募集配套资金报告书(摘要) 声 明 一、上市公司声明 本公司及全体董事、监事、高级管理人员保证本次交易的信息披露和申请文 件不存在虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性 承担相应的法律责任。 本公司实际控制人及其一致行动人、全体董事、监事、高级管理人员承诺： 如本次交易所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司 法机关立案侦查或者被中国证券监督管理委员会立案调查的，在形成调查 ...

华海诚科 发行股份、可转换公司债券及支付现金购买资产并募集配套资金报告书 股票代码：688535 股票简称：华海诚科 上市地点：上海证券交易所 江苏华海诚科新材料股份有限公司 发行股份、可转换公司债券及支付现金 购买资产并募集配套资金报告书 | 项目 | 交易对方 | | --- | --- | | 发行股份、可转换公司债券及支付 | 绍兴署辉贸易有限公司等 13 名衡所华威电子有限 | | 现金购买资产 | 公司股东 | | 募集配套资金 | 不超过 名符合中国证监会规定的特定投资者 35 | 华海诚科 发行股份、可转换公司债券及支付现金购买资产并募集配套资金报告书 声 明 一、上市公司声明 独立财务顾问 二〇二五年九月 本公司及全体董事、监事、高级管理人员保证本次交易的信息披露和申请文 件不存在虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性 承担相应的法律责任。 本公司实际控制人及其一致行动人、全体董事、监事、高级管理人员承诺： 如本次交易所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司 法机关立案侦查或者被中国证券监督管理委员会立案调查的，在形成调查结论以 前，不转让在上市公 ...

中信建投证券股份有限公司 关于 江苏华海诚科新材料股份有限公司 发行股份、可转换公司债券及支付现金购买 资产 之 独立财务顾问报告 独立财务顾问 5、本独立财务顾问未委托或授权其他任何机构和个人提供未在本独立财务 顾问报告中列载的信息和对本独立财务顾问做任何解释或说明； 二零二五年九月 中信建投证券股份有限公司 独立财务顾问报告 独立财务顾问声明与承诺 中信建投证券股份有限公司（简称"中信建投证券"、"独立财务顾问"） 受江苏华海诚科新材料股份有限公司（简称"华海诚科"、"上市公司"或"公 司"）的委托担任本次交易的独立财务顾问。根据《公司法》《证券法》《重组 管理办法》《发行注册管理办法》《上市公司并购重组财务顾问业务管理办法》 等法律、法规的有关规定，按照证券行业公认的业务标准、道德规范，本着诚实 信用、勤勉尽责精神，遵循客观、公正的原则，在认真审阅相关资料和充分了解 本次交易行为的基础上，本独立财务顾问就本次交易的相关事项出具本独立财务 顾问报告。 本独立财务顾问声明如下： 1、本独立财务顾问与本次交易所涉及的交易各方不存在利害关系，就本次 交易发表意见是完全独立的； 2、本独立财务顾问报告所依据的文件 ...

证券代码：688535 证券简称：华海诚科 公告编号：2025-068 江苏华海诚科新材料股份有限公司 关于发行股份、可转换公司债券及支付现金购买资产 并募集配套资金报告书（草案）（注册稿） 修订说明的公告 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、准确性和完整性依法承担法律责任。 2025 年 9 月 30 日 公司于 2025 年 4 月 16 日收到上海证券交易所出具的《关于受理江苏华海 诚科新材料股份有限公司发行股份购买资产并募集配套资金申请的通知》（上 证科审（并购重组）〔2025〕8 号），于 2025 年 4 月 18 日披露了《江苏华海 诚科新材料股份有限公司发行股份、可转换公司债券及支付现金购买资产并募 集配套资金暨关联交易报告书（草案）（申报稿）》等文件，于 2025 年 7 月 12 日披露了《江苏华海诚科新材料股份有限公司发行股份、可转换公司债券及 支付现金购买资产并募集配套资金暨关联交易报告书（草案）（修订稿）》等 文件，于 2025 年 8 月 8 日披露了《江苏华海诚科新材料股份有限公司发行股份、 可转换公司债券及支付现 ...

Group 1: Market Dynamics - As of September 28, 2025, there were 17 new private placement projects added, a 1 project increase from the previous period, with 10 projects terminated, marking a 4 project increase[4] - The approval rate for projects was 100%, with 3 projects approved by the review committee, a decrease of 8 projects from the previous period[19] - There are currently 628 projects under normal review, with 65 projects having received approval, a decrease of 8 projects[7] Group 2: Fundraising Overview - In the last two weeks, 5 competitive projects raised a total of 6.9 billion yuan, a decrease of 38.84% from the previous period[34] - The average base discount rate for these projects was 11.16%, down 2.10 percentage points from the previous period[36] - The average market price discount rate was 16.23%, with a slight decrease of 0.02 percentage points[36] Group 3: Unlocking Gains - Among the 6 competitive projects that were unlocked, 83.33% had positive returns, a decrease of 16.67 percentage points from the previous period[50] - The average absolute return on the unlocking day was 47.36%, with an excess return of 34.54%, both showing increases from the previous period[50] - The average market price discount rate for these projects was 10.77%, down 4.65 percentage points from the previous period[50]

Core Viewpoint - Jiangsu Huahai Chengke New Materials Co., Ltd. has approved the grant of reserved restricted stocks under the 2024 restricted stock incentive plan, with a total of 99,000 shares to be granted at a price of 25.77 yuan per share on September 26, 2025 [2][6][22]. Group 1: Restricted Stock Grant Details - The reserved restricted stock grant date is set for September 26, 2025 [2]. - A total of 99,000 shares will be granted to 8 eligible incentive objects [2][9]. - The grant price for the restricted stocks is 25.77 yuan per share [2][22]. Group 2: Decision-Making Process and Disclosure - The decision-making process for the incentive plan has been completed, including approvals from the board and supervisory committee [3][5]. - The company disclosed the incentive plan and related documents on the Shanghai Stock Exchange website [3][4][5]. - The names and positions of the proposed incentive objects were publicly announced internally, with no objections received [4][28]. Group 3: Compliance with Grant Conditions - The board confirmed that all conditions for granting the restricted stocks have been met, including compliance with relevant laws and regulations [6][7][22]. - The incentive objects have not been disqualified under any applicable regulations [7][8]. Group 4: Financial Impact of the Incentive Plan - The total estimated expense for the stock grants is approximately 8.2631 million yuan, which will be amortized over the vesting period [15][21]. - The accounting treatment for the restricted stocks will follow the relevant accounting standards, impacting the company's financial statements [15][18]. Group 5: Legal Opinions and Compliance - Legal opinions confirm that the adjustments and grants have received necessary approvals and comply with relevant regulations [23][34][46]. - The company has fulfilled its disclosure obligations as required by law [24][34][46].