ST兴化：控股股东及一致行动人增持股份触及1%整数倍，增持计划稳步推进
【要点摘要】
1. 持股5%以上股东陕西兴化集团有限责任公司（下称“兴化集团”）及其一致行动人陕西延长石油（集团）有限责任公司（下称“延长集团”）通过集中竞价方式增持公司股份，合计持股比例触及1%整数倍变动线。
2. 兴化集团及一致行动人当前合计持有公司股份比例达58.03%，继续稳固控股地位。
3. 增持计划为期6个月，增持金额区间为4,000万至7,000万元，目前已完成3,056.24万元（不含交易费用）增持。
4. 股东承诺在增持期间及法定期限内不减持公司股份。
5. 本次权益变动不触发要约收购义务，亦未违反相关法律法规。
事件详情
1. 增持主体及目的：
兴化集团表示，出于对公司未来持续稳定发展的信心及对公司长期价值的认可，自2026年5月12日起6个月内，计划通过深圳证券交易所以自有资金以集中竞价、大宗交易等方式择机增持公司股份，增持金额不低于4,000万元、不超过7,000万元。
2. 已实施增持情况：
2026年5月15日至2026年5月21日，兴化集团累计通过集中竞价增持公司股份10,138,400股，占公司总股本的0.79%，成交金额3,056.24万元（不含交易费用）。截至2026年5月21日收盘，兴化集团持股232,612,089股，占比18.23%；延长集团持股507,956,355股，占比39.80%。
兴化集团及一致行动人合计持股740,568,444股，占ST兴化总股本的58.03%，较增持前提升了0.80个百分点，权益变动触及1%整数倍线。
3. 增持计划进度与后续安排：
增持计划尚在实施中，兴化集团承诺在增持期及法定期限内不减持公司股份，且所有增持均为自有资金，不涉及杠杆或其他金融机构借款风险。
4. 合规性与影响：
本次权益变动行为未违反《证券法》《上市公司收购管理办法》等相关法律法规规定，增持后持股比例变化符合豁免要约收购情形，不涉及表决权限制。
投资者须关注的重点及潜在影响
- 控股地位进一步巩固： 兴化集团及一致行动人合计持股比例提升至58.03%，控股权进一步稳固，有利于公司治理与战略推进。
- 未来股价表现潜在催化剂： 大股东主动增持显示对公司前景信心，或对公司股价形成正面支撑。
- 增持计划尚未完成： 当前累计增持金额仍未达下限，后续还有进一步增持空间，值得持续关注。
- 减持风险基本排除： 股东承诺增持期间及法定期限内不减持，有助于市场稳定预期。
- 合规性明确，未触发强制要约收购： 本次增持合法合规，未触发强制要约收购，不影响公司控制权结构。
结论
本次公告为公司控股股东及一致行动人持续增持并巩固控股权的体现，增持行为显示出大股东对公司长期价值和未来发展的高度信心，且计划尚未执行完毕，后续继续增持行为值得投资者重点关注。此举在市场情绪、公司治理和股价表现等多方面都可能产生积极影响，属于具有潜在市场影响力的重要事项，建议投资者持续关注后续进展。
免责声明： 本文内容仅供投资者参考，不构成任何投资建议。投资者据此操作，风险自担。请以公司公告为准，理性投资。
English Version
ST Xinghua: Controlling Shareholder and Concerted Party Increase Holdings by 1% Threshold, Shareholding Plan in Progress
Key Points Summary
1. Shaanxi Xinghua Group Co., Ltd. (holding over 5% in ST Xinghua), together with its concerted party Shaanxi Yanchang Petroleum (Group) Co., Ltd., increased their shareholding through centralized bidding, crossing a 1% threshold.
2. Their combined shareholding now reaches 58.03%, further consolidating control.
3. The shareholding increase plan spans 6 months, targeting an investment between RMB 40 million and 70 million. So far, RMB 30.56 million (excluding fees) has been invested.
4. The shareholders have pledged not to reduce their holdings during and within the statutory period.
5. The change does not trigger a mandatory tender offer and is compliant with all relevant laws and regulations.
Details of the Event
1. Purpose and Subject of the Increase:
Xinghua Group, confident in the company’s long-term development, has undertaken to increase its shareholding via the Shenzhen Stock Exchange with its own funds, targeting investment between RMB 40 million and 70 million over 6 months starting from May 12, 2026.
2. Progress:
Between May 15 and May 21, 2026, Xinghua Group increased its holding by 10,138,400 shares (0.79% of the company’s total equity) at a cost of RMB 30.56 million (excluding fees). Post-increase, Xinghua Group holds 232,612,089 shares (18.23%), Yanchang Group holds 507,956,355 shares (39.80%), making their combined holding 58.03% (740,568,444 shares), up from 57.23%.
3. Plan Status and Future Arrangements:
The increase plan is ongoing, with a commitment not to reduce holdings during the increase period and the statutory period. All funds are self-owned, with no leverage or borrowing involved.
4. Compliance:
The transaction is fully compliant with the Securities Law and other relevant rules. The shareholding rise does not trigger a mandatory tender offer or any voting right restrictions.
Investor Focus & Potential Impact
- Further Consolidation of Control: The controlling shareholder and concerted party now hold 58.03%, securing company control and supporting governance and strategy.
- Potential Share Price Catalyst: The increase signals major shareholder confidence and may support the share price.
- Plan Still in Progress: The increase amount has not yet reached the minimum target, and further increases are possible.
- Low Risk of Reduction: The commitment not to reduce holdings reduces downward pressure and stabilizes market expectations.
- Regulatory Compliance: The action is legal and does not trigger a mandatory offer or affect control structure.
Conclusion
This announcement marks a significant move by the controlling shareholder to consolidate control and demonstrate long-term confidence in the company. With the plan still ongoing, further increases may follow. The action is likely to have a positive market impact and is an important development for investors to monitor.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should act at their own risk and refer to official company disclosures.
