多氟多新材料股份有限公司控股股东部分股份解质押公告深度解读

一、公告要点概述

2026年4月11日，多氟多新材料股份有限公司（证券代码：002407，简称“多氟多”）发布公告，披露控股股东李世江先生近期办理了部分公司股份的解质押手续。此次解质押合计涉及264万股，约占其所持股份的2.15%，占公司总股本的0.22%。解质押股份原质押日期分别为2024年4月16日、4月19日和2024年11月21日，质权人为广发证券股份有限公司，现已全部解除质押。

二、详细情况披露

• 1. 解质押股份明细：
  • 2024年4月16日质押的85万股，2026年4月9日解除质押
  • 2024年4月19日质押的90.6万股，2026年4月9日解除质押
  • 2024年11月21日质押的88.4万股，2026年4月9日解除质押
  • 合计解除质押股份264万股
• 2. 股东及一致行动人股份质押总体情况：
  • 李世江持有公司12,247.54万股，占总股本10.29%，解质押前质押1,375万股，解质押后质押1,111万股，已质押股份占其持股比例9.07%，占公司总股本0.93%
  • 焦作多氟多实业集团有限公司持有2,846.89万股，全部质押1,750万股，质押比例61.47%，占公司总股本1.47%
  • 李凌云持有736.75万股，质押692.38万股，质押比例93.98%，占公司总股本0.58%
  • 李云峰、杨华春、程立静持有股份均未进行质押
  • 整体来看，公司前五大股东合计持有16,360.48万股，总质押股份由3,817.38万股降至3,553.38万股，质押比例由23.33%降至21.72%
• 3. 已质押股份的限售和冻结情况：
  • 目前质押的股份全部为限售或冻结状态，主要为高管锁定股
  • 未质押股份中，也存在高管锁定股，不可随意流通

三、对投资者的意义及可能影响

• 1. 股份解质押释放信号： 股东主动解除部分股份质押，有利于降低因股权质押带来的平仓风险，显示控股股东资金流动性有所改善或融资压力减轻，整体利好公司股价稳定。
• 2. 质押比例仍需关注： 李世江、焦作多氟多实业集团及李凌云等主要股东累计质押比例依然较高，说明公司股东层面仍有一定资金需求，投资者需关注其后续质押及解质押动态，防范因高比例质押带来的潜在风险。
• 3. 股份限售锁定： 已质押和未质押股份中，相当一部分为高管锁定股，短期内不会流通，有助于公司股权结构稳定。

四、投资者关注事项（价格敏感信息）

• 控股股东解质押行为释放正面信号，减少了市场对股权质押爆仓风险的担忧，或对公司股价形成支撑。
• 大股东质押比例依然较高，若后续继续减持或解质押，可能会进一步影响市场情绪。
• 解质押股份数量相对公司总股本占比较小，短期对公司控制权及二级市场流通盘影响有限。

五、备查文件

本次解质押事项已取得中国证券登记结算有限责任公司深圳分公司出具的股份冻结数据。

六、结论

本公告彰显控股股东资金状况有所改善，对降低股权质押风险、提升市场信心具有积极意义。不过，因大股东整体质押比例仍在较高水平，投资者仍需关注后续相关动态和潜在风险。

免责声明： 本文内容仅供参考，不构成任何投资建议。投资者据此操作，风险自负。请以公司公告及相关权威渠道为准，谨慎评估相关信息对投资决策的实际影响。

English Version

1. Summary of Key Points

On April 11, 2026, Do-Fluoride New Materials Co., Ltd. (Stock code: 002407, “Do-Fluoride”) announced that its controlling shareholder, Mr. Li Shijiang, recently released the pledge on a portion of his company shares. This release involves a total of 2.64 million shares, accounting for 2.15% of his holdings and 0.22% of the company’s total share capital. The original pledge dates were April 16, April 19, and November 21, 2024, with GF Securities as the pledgee. All these shares have now been released from pledge.

2. Detailed Disclosure

• 1. Details of Released Shares:
  • 850,000 shares pledged on April 16, 2024, released on April 9, 2026
  • 906,000 shares pledged on April 19, 2024, released on April 9, 2026
  • 884,000 shares pledged on November 21, 2024, released on April 9, 2026
  • Total released shares: 2.64 million
• 2. Share Pledge Overview of Shareholder and Concerted Parties:
  • Li Shijiang holds 12.24754 million shares (10.29% of total), with 13.75 million pledged before and 11.11 million pledged after this release. The ratio of pledged shares to his holdings dropped to 9.07%, or 0.93% of the total share capital.
  • Jiaozuo Do-Fluoride Industrial Group Co., Ltd. holds 2.84689 million shares, fully pledged (1.75 million shares, 61.47% of its holding, 1.47% of total share capital).
  • Li Lingyun holds 736,750 shares, with 692,380 shares pledged (93.98% of her holding, 0.58% of total share capital).
  • Li Yunfeng, Yang Huachun, and Cheng Lijing have not pledged their shares.
  • Collectively, the top five shareholders hold 16.36048 million shares, with total pledged shares reduced from 3.81738 million to 3.55338 million (pledge ratio decreased from 23.33% to 21.72%).
• 3. Lock-up and Freeze Status:
  • All pledged shares are either locked-up or frozen, mainly as management lock-up shares.
  • Some non-pledged shares are also subject to lock-up restrictions and cannot be freely traded.

3. Potential Impact on Investors and Share Price

• 1. Signal from Share Pledge Release: The release of pledged shares by the controlling shareholder reduces the risk of forced liquidation due to margin calls, indicating improved liquidity or reduced financing pressure and is generally positive for the share price.
• 2. Still High Pledge Ratio: The overall pledge ratio of major shareholders remains high, showing continued capital demand. Investors should keep an eye on future pledge/release trends and remain cautious about potential risks from high ratios.
• 3. Locked-up Shares: A significant portion of both pledged and non-pledged shares are under lock-up, supporting shareholding stability in the short term.

4. Price-Sensitive Information for Investors

• The controlling shareholder’s pledge release sends a positive signal, reducing concerns about forced selling, which may support the share price.
• However, the overall high pledge ratio means that any further pledges or releases could impact market sentiment.
• The released shares account for a small proportion of total share capital, so the short-term impact on control and market float is limited.

5. Supporting Documents

The relevant data has been verified by the Shenzhen branch of China Securities Depository and Clearing Corporation.

6. Conclusion

The controlling shareholder’s reduced pledge ratio suggests an improved financial situation, lowering risk and boosting market confidence. However, the still-high overall pledge ratio is a risk factor that investors should continue to monitor.

Disclaimer: This content is for reference only and does not constitute investment advice. Investors should operate at their own risk and refer to official company announcements and authoritative sources for their final decisions.

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