万润股份控股股东、实际控制人持续增持公司股份，持股比例触及新整数倍
报告要点概要
- 控股股东中国节能环保集团有限公司（中国节能）及其一致行动人中节能资本控股有限公司（中节能资本）持续增持万润股份（002643），最新持股比例已达29.08%。
- 增持计划始于2025年11月24日，预计于2026年5月23日结束，计划增持金额不低于人民币3.65亿元，不高于7.30亿元。
- 增持方式为集中竞价交易，资金来源包括自有资金和股票增持专项贷款。
- 中国节能已承诺在增持计划实施期间及法定期限内不减持所持有的公司股份。
- 增持行为符合《证券法》《上市公司收购管理办法》等相关法规。
详细情况解读
自2025年11月24日披露增持计划以来，中国节能及其一致行动人分阶段增持万润股份，持股比例分别触及26%、27%、28.05%、29.08%等整数倍。每次增持均通过集中竞价交易完成，增持资金来自自有资金及专项贷款。
截至2026年5月14日收盘，中国节能持有万润股份248,322,758股，占总股本26.91%；中节能资本持有20,100,366股，占2.18%；合计持有268,423,124股，占总股本29.08%。本轮增持共计增持9,493,533股，增持比例达1.03%。
增持计划正在按既定方案履行，截至公告日累计增持35,945,807股，金额区间与原计划一致。中国节能承诺在增持期间及法定期限内不减持股份，保障投资者利益和公司股价稳定。
增持行为符合《证券法》《上市公司收购管理办法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第10号——股份变动管理》等相关法律法规，没有违反任何规定。
对投资者的影响及敏感信息提示
- 控股股东持续增持，显示对公司未来发展信心，有望提振市场情绪和股价。
- 增持比例触及29.08%，距离30%上市公司收购线较近，若后续继续增持，可能触发强制收购或更多监管披露，投资者需密切关注。
- 承诺期间不减持股份，保障市场稳定，减少大股东抛售风险。
- 大额资金投入和专项贷款支持，表明集团对万润股份长期价值认可。
- 增持计划仍在进行，后续进展仍需持续关注。
结论
控股股东及一致行动人持续增持、持股比例触及新整数倍是重要利好，显示大股东对公司前景充满信心。此举有助于增强投资者信心，维护股价稳定，具有明显的价格敏感性和潜在市场影响，投资者应予以重点关注。
免责声明
本文为新闻报道及信息披露解读，不构成任何投资建议。投资者应根据自身判断和风险承受能力，做出投资决策。万润股份及相关主体后续增持情况请以公司官方公告为准。
English Version
Wanrun Shares’ Controlling Shareholder Continues to Increase Holdings, Triggering New Integer Multiples
Key Points Summary
- Controlling shareholder China Energy Conservation and Environmental Protection Group Co., Ltd. (China CECEP) and its concerted actor CECEP Capital Holdings Co., Ltd. (CECEP Capital) have continued to increase their holdings in Wanrun Shares (002643), with the latest stake reaching 29.08%.
- The share increase plan started on November 24, 2025, and is expected to end on May 23, 2026, with planned increase amount between RMB 365 million and RMB 730 million.
- The increase is carried out via centralized bidding, with funds from self-owned capital and special loans for share increase.
- China CECEP has committed not to reduce its holdings during the implementation period and the statutory period of the increase plan.
- The increase complies with relevant regulations such as the Securities Law and the Administrative Measures for the Acquisition of Listed Companies.
Detailed Analysis
Since the disclosure of the increase plan on November 24, 2025, China CECEP and its concerted actor have increased their holdings in phases, with the holding ratio successively reaching 26%, 27%, 28.05%, and 29.08%. Each increase was completed through centralized bidding, with funds from self-owned capital and special loans.
As of the close on May 14, 2026, China CECEP held 248,322,758 shares (26.91% of total shares), CECEP Capital held 20,100,366 shares (2.18%), with a total of 268,423,124 shares (29.08%). This round of increase involved 9,493,533 shares, with a 1.03% increase.
The increase plan is being executed as scheduled. As of the announcement date, a total of 35,945,807 shares have been increased, and the amount is consistent with the original plan. China CECEP has committed not to reduce its holdings during the implementation period and statutory period, safeguarding investor interests and share price stability.
The increase is in compliance with relevant laws and regulations, including the Securities Law, the Administrative Measures for the Acquisition of Listed Companies, and the Shenzhen Stock Exchange rules. There is no violation.
Impact on Investors & Price-Sensitive Information
- Ongoing increase by controlling shareholder signals confidence in the company’s future, likely to boost investor sentiment and share price.
- Holding ratio reaching 29.08%, close to the 30% acquisition line. If further increase occurs, it may trigger mandatory acquisition or further regulatory disclosures. Investors should closely monitor this.
- Commitment not to reduce holdings during the plan period ensures market stability and reduces large shareholder sell-off risk.
- Significant capital involvement and special loan support demonstrate the group’s long-term value recognition in Wanrun Shares.
- The increase plan is ongoing; further developments should be watched.
Conclusion
The ongoing increase by the controlling shareholder and concerted actor, with stake reaching new integer multiples, is a significant positive, indicating strong confidence in the company’s prospects. This move helps boost investor confidence and maintains share price stability, with clear price sensitivity and potential market impact. Investors should pay close attention.
Disclaimer
This article is for news reporting and disclosure analysis only and does not constitute any investment advice. Investors should make decisions based on their own judgment and risk tolerance. Please refer to official company announcements for further updates on Wanrun Shares and related parties’ increase actions.
