江苏亨通光电股份有限公司发布控股股东部分股权解质与新质押公告
要点速览
- 控股股东亨通集团完成部分股份解质并新增股份质押。
- 截至公告日，亨通集团累计质押公司股份 356,650,000 股，占其持股的 60.07%，占公司总股本的 14.46%。
- 未来半年内有 3,615 万股质押到期，涉及融资余额 5.318 亿元；未来一年内有 5,300 万股质押到期，涉及融资余额 12.2 亿元。
- 公司实际控制人及其一致行动人当前未有股份质押。
- 控股股东资金偿还能力充足，质押事项对公司日常经营、融资及控制权无实质影响。
详细信息
一、控股股东股份解质详情
026年5月8日，亨通集团解除质押给中国民生银行股份有限公司上海分行的1,950万股无限售流通股，相关手续已于2026年5月11日完成。本次解除质押的股份将不再用于后续质押。解质后，亨通集团持有公司593,765,498股，占公司总股本的24.07%，剩余被质押股份为351,650,000股，占其所持股份的59.22%，占公司总股本的14.26%。
二、控股股东累计质押情况
截至公告披露日，控股股东亨通集团及其一致行动人崔根良、崔巍合计持有公司股份689,059,931股，占公司总股本27.94%，累计质押股份为351,650,000股，占其持股的51.03%，占公司总股本的14.26%。其中，崔根良及崔巍暂无质押股份。
三、控股股东新增股份质押
026年5月8日，亨通集团将其持有的500万股无限售流通股质押给中国进出口银行江苏省分行，质押登记手续已于2026年5月11日完成。该笔质押占亨通集团所持股份的0.84%，占公司总股本的0.20%。本次质押用于银行授信提供增信，涉及的主债权到期日为2030年10月21日。该质押股份未用于重大资产重组业绩补偿等事项的担保。
四、质押到期及偿还压力
- 未来半年内将到期的质押股份为3,615万股，占亨通集团持股的6.09%，占公司总股本的1.47%，对应融资余额约5.318亿元。
- 未来一年内（不含半年内到期）将到期的质押股份为5,300万股，占持股的8.93%，占总股本的2.15%，对应融资余额约12.2亿元。
亨通集团表示具备足够的资金偿还能力，还款资金来源包括但不限于经营所得及投资分红。实际控制人崔根良、崔巍没有股份质押。
五、对上市公司的影响及风险提示
亨通集团目前不存在通过非经营性资金占用、违规担保、关联交易等侵害公司利益的情况。公司控股股东具备充足的风险控制能力，当前的股份质押不会对公司的主营业务、融资授信及融资成本、持续经营能力、控制权稳定、股权结构及日常管理产生影响。如若出现平仓风险，亨通集团将通过补充质押、提前购回被质押股份等措施应对。
投资者须知及潜在影响
本次公告反映出亨通集团虽然存在较高比例的股份质押（超过60%），且未来一年内有较大规模的股份质押到期，但其具备较强的还款能力并已对风险防控作出安排。大股东高比例质押及质押到期压力，应引起投资者持续关注，尤其在市场波动或股价下跌时，可能会带来一定的股权质押风险，对公司股价形成压力。此外，新增质押用于增信，表明公司或控股股东在积极开展融资活动，维护公司流动性和经营稳定。
若后续出现质押股份被平仓或补充质押情况，或控股股东实际偿还能力不足，可能对公司股价、公司控制权稳定性等产生不利影响。
免责声明
本报道内容仅供投资者参考，不构成任何投资建议。投资者应充分关注上市公司公告，并结合自身风险承受能力做出投资决策。股权质押事项存在市场波动、信用风险等不确定性，敬请投资者注意风险。
Hengtong Optic-Electric (600487) Announces Partial Share Pledge Release and New Pledge by Controlling Shareholder
Key Highlights
- Controlling shareholder Hengtong Group has released a portion of pledged shares and executed a new share pledge.
- As of the announcement date, Hengtong Group has cumulatively pledged 356,650,000 shares, representing 60.07% of its shareholding and 14.46% of the company’s total share capital.
- 36.15 million pledged shares will mature within six months (financing balance: RMB 531.8 million); 53 million shares will mature within one year (excluding the former, financing balance: RMB 1.22 billion).
- Actual controllers and concerted actors currently have no shares pledged.
- The controlling shareholder has sufficient repayment capacity, and the pledge does not materially impact the company’s operations, financing, or control.
Details
1. Share Pledge Release by Controlling Shareholder
On May 8, 2026, Hengtong Group released the pledge on 19.5 million unrestricted shares previously pledged to China Minsheng Bank Shanghai Branch. The release was completed on May 11, 2026. These shares will not be re-pledged. Post-release, Hengtong Group holds 593,765,498 shares (24.07% of total share capital), with 351,650,000 shares remaining pledged (59.22% of its shareholding, 14.26% of total share capital).
2. Cumulative Share Pledge Status
As of the disclosure date, Hengtong Group and its concerted actors (Cui Genliang and Cui Wei) collectively hold 689,059,931 shares (27.94% of total share capital), with 351,650,000 shares pledged, representing 51.03% of their holdings and 14.26% of the company’s total share capital. Neither Cui Genliang nor Cui Wei has any pledged shares.
3. New Share Pledge by Controlling Shareholder
On May 8, 2026, Hengtong Group pledged 5 million unrestricted shares to China Export-Import Bank Jiangsu Branch, with registration completed on May 11, 2026. This pledge represents 0.84% of Hengtong Group’s holdings and 0.20% of the company’s total share capital. The pledge serves as credit enhancement for bank facilities, with the guaranteed debt expiring October 21, 2030. These pledged shares are not related to asset restructuring or performance compensation.
4. Maturing Pledges and Repayment Pressure
- Within the next six months, 36.15 million pledged shares will mature (6.09% of Hengtong Group’s holdings, 1.47% of total share capital, RMB 531.8 million financing balance).
- Within the next year (excluding the above), 53 million pledged shares will mature (8.93% of Hengtong Group’s holdings, 2.15% of total share capital, RMB 1.22 billion financing balance).
Hengtong Group claims to have sufficient repayment ability, with sources including operating income and investment dividends. Actual controllers hold no pledged shares.
5. Impact and Risk Reminder
The company and its controlling shareholder deny any non-operational fund occupation, illegal guarantees, or related-party transactions harming the company. Hengtong Group has adequate risk management capability, and current pledges do not impact the company’s core business, financing, or control. In case of forced liquidation risk, measures such as supplementary pledging or early repurchase will be taken.
Investor Concerns and Potential Impact
The announcement highlights Hengtong Group’s high share pledge ratio (over 60%) and significant maturities within a year. While the group asserts strong repayment ability and risk control, this level of pledge and approaching maturities warrant investor attention, as market volatility or share price declines could trigger margin calls and impact the stock. The new pledge for credit enhancement suggests active financing to maintain liquidity and operational stability.
Should forced liquidation or supplementary pledging occur, or if controlling shareholder’s repayment falls short, negative effects on share price and company control could materialize.
Disclaimer
This report is for investor information only and does not constitute investment advice. Investors should carefully review company announcements and assess risks according to their own circumstances. Share pledge activities entail market and credit risks—please be vigilant.
