新疆天业控股股东完成股份增持计划，持股比例升至43.91%

一、公告要点梳理

• 控股股东新疆天业（集团）有限公司完成股份增持计划：自2025年4月16日至2026年4月15日，通过上海证券交易所集中竞价系统累计增持公司股份30,280,280股，增持金额达15,999.85万元，约为1.77%公司总股本。
• 完成增持后持股变化：截至2026年4月15日，天业集团及其一致行动人天域融资本运营有限公司合计持有公司股份749,941,736股，占公司总股本的43.91%。
• 资金来源：本次增持所用资金为控股股东自有资金及专项贷款。
• 增持计划严格依规进行：增持行为符合《证券法》《上市公司收购管理办法》及上交所相关规定，律师事务所已出具专项核查意见，确认合规。

二、对投资者和股东的关键影响及需关注事项

• 提升市场信心：控股股东大额增持反映其对公司价值和未来发展的高度信心，有助于稳定公司股价，增强市场预期。
• 市值管理效果显著：本次增持金额接近计划上限（99.9991%），显示控股股东积极参与公司市值管理，或对公司估值中枢形成一定支撑。
• 未造成控股权变化：本次增持不会导致控股股东及实控人发生变化，也不会影响公司治理结构与持续经营能力。
• 无减持行为：增持期间，控股股东及其全资子公司未出现任何减持行为，进一步释放长期持有信号。
• 股份总数变化：由于可转债转股，期内公司总股本由1,707,362,663股增至1,707,796,095股，投资者需关注股份稀释影响。
• 合规性确认：新疆天阳律师事务所已对本次增持出具专项核查意见，确认符合相关法律法规及免于发出要约收购的情形，信息披露及时充分。

三、详细数据与时间线

• 控股股东增持前持股数量：693,900,430股，占公司总股本40.64%。
• 一致行动人天域融资本运营有限公司：持有25,761,026股，占总股本1.51%，系控股股东全资子公司。
• 增持计划区间：2025年4月16日至2026年4月15日，拟增持金额8,000万元至16,000万元，比例不超2%。实际增持1.77%，金额15,999.85万元，已达计划上限。

四、潜在股价影响与投资者须知

• 正面信号：控股股东大额增持，且未减持，传递出对公司发展的坚定信心，通常被市场解读为积极信号，可能对公司股价形成支撑甚至提振。
• 短期波动：由于总股本略有稀释，需关注市场对增持与股份扩张的综合解读，短期内或有波动。
• 长期价值：此次增持有助于控股股东进一步巩固对公司的控制权，为公司稳健发展提供保障。

五、结论

本次新疆天业控股股东完成大额增持，充分展现对公司长期价值的信心，是提升市值管理、保障投资者利益和增强市场信心的重要举措。相关信息披露充分，合规性强，无实质性负面影响，预计对股价有积极作用。投资者仍需持续关注公司基本面及后续市场表现。

免责声明： 本文基于公开披露信息整理，仅供投资者参考，不构成任何投资建议。投资有风险，入市需谨慎。请投资者根据自身判断做出决策。

English Version

Xinjiang Tianye’s Controlling Shareholder Completes Share Increase Plan, Stake Rises to 43.91%

Key Highlights

• Controlling shareholder Xinjiang Tianye (Group) Co., Ltd. completed its share increase plan: From April 16, 2025, to April 15, 2026, a total of 30,280,280 shares were bought through the Shanghai Stock Exchange’s centralized bidding system, with total investment reaching RMB 159.9985 million, accounting for 1.77% of the company’s total share capital.
• Post-increase shareholding: As of April 15, 2026, Tianye Group and its acting-in-concert entity Tianyu Capital Operation Co., Ltd. together hold 749,941,736 shares, accounting for 43.91% of total share capital.
• Funding source: The purchase was funded by controlling shareholder’s own funds and special loans.
• Strict compliance: The share increase was in line with Securities Law, Administrative Measures for the Acquisition of Listed Companies, and Shanghai Stock Exchange rules, and has been verified by a law firm.

Key Issues and Potential Price-Sensitive Information for Investors

• Boosts market confidence: The large-scale buy-in by the controlling shareholder signals strong confidence in the company’s value and future, potentially supporting or boosting the share price.
• Effective market value management: The share purchase amount reached almost the upper limit of the plan (99.9991%), showing the controlling shareholder’s active role in supporting the market valuation.
• No change in control: The increase will not lead to any change in the controlling shareholder or actual controller, nor will it affect the governance structure or continued operations.
• No share reduction: No shares were sold by the controlling shareholder or its wholly-owned subsidiary during the plan period, sending a strong long-term holding signal.
• Share capital change: Due to convertible bond conversions, total share capital increased slightly during the period, which investors should monitor for dilution effects.
• Legal compliance confirmed: The law firm’s special opinion confirms that all legal and disclosure requirements have been met; no tender offer is required.

Detailed Data and Timeline

• Pre-increase shareholding: 693,900,430 shares (40.64% of total share capital).
• Acting-in-concert entity Tianyu Capital: Holds 25,761,026 shares (1.51%), being a wholly-owned subsidiary of Tianye Group.
• Plan period: April 16, 2025 – April 15, 2026; planned to buy shares worth RMB 80 million – 160 million (up to 2% of total capital). Actual purchase: 1.77%, RMB 159.9985 million, close to the upper limit.

Potential Share Price Impact and Investor Takeaways

• Positive signal: The substantial increase and absence of any reduction is a clear vote of confidence from the controlling shareholder, usually interpreted positively by the market.
• Short-term volatility: Investors should monitor the effect of minor capital dilution against the positive impact of the share increase.
• Long-term value: This move strengthens the controlling shareholder’s grip, contributing to stable long-term corporate development.

Conclusion

The controlling shareholder’s substantial share increase demonstrates confidence in Xinjiang Tianye’s long-term value. The move supports market value management, protects investor interests, and boosts market confidence. All disclosures were timely and compliant, with no adverse governance or operational impact. Investors are advised to monitor further developments and company fundamentals.

Disclaimer: This article is based on public disclosures and is for reference only. It does not constitute investment advice. Investors should exercise caution and make independent decisions.

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