万润股份控股股东中国节能环保集团完成大额增持，持股比例接近30%

核心观点

• 中国节能环保集团（控股股东、实际控制人）在六个月内累计增持万润股份4,436.3万股，增持金额高达7.26亿元。
• 增持后，中国节能及其一致行动人中节能资本合计持股比例从25.19%大幅提升至29.99%，逼近30%的重要关口。
• 增持计划已于2026年5月23日顺利完成，并未导致公司控制权变动或上市条件受影响。
• 增持资金来源包括自有资金及专项贷款，显示集团对公司未来发展和价值高度认可。
• 集团承诺在增持期间及法定期限内不减持所持股份，对市场信心形成正面支撑。

详细解读

万润股份（证券代码：002643）于2026年5月26日公告，控股股东中国节能环保集团有限公司（以下简称“中国节能”）自2025年11月24日至2026年5月23日实施的股份增持计划已顺利完成。增持计划期间，中国节能通过深圳证券交易所集中竞价方式，累计增持公司股份44,363,318股，占公司总股本的4.81%，增持金额高达725,737,870元（不含交易费用），超过增持计划下限（3.65亿元），且未超过上限（7.30亿元）。

增持前后持股变化

增持后，中国节能及其一致行动人持股比例接近30%，这是公司股权结构的重要变化，机构投资者和市场需予以重点关注。

增持计划主要内容

• 增持目的：基于对万润股份未来发展前景的信心和对公司长期投资价值的认可，切实维护投资者利益，促进公司健康稳定发展。
• 增持方式：通过深交所交易系统以集中竞价方式进行。
• 增持资金来源：自有资金及华夏银行专项贷款，银行已出具贷款承诺函。
• 增持承诺：增持期间及法定期限内不减持所持股份，并将在计划期限内完成增持。

对股东和市场的影响

• 控股股东大额增持属强烈看好公司未来发展，有望增强市场信心。
• 持股比例接近30%，若未来进一步增持，可能触发监管及收购相关规定。
• 增持资金来源充分，显示集团资金实力。
• 承诺不减持，有望对万润股份股价形成支撑。
• 公告明确不会导致公司控制权变更及上市条件变化，股权结构稳定。

法律合规说明

• 增持符合《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》等相关法律法规。
• 不会导致公司股权分布不符合上市条件，也不会导致控制权变化。

结语

中国节能环保集团的大额增持及持股比例逼近30%，不仅显示对万润股份的高度认可，更可能成为市场关注的焦点。随着控股股东承诺不减持及资金实力保障，万润股份未来股价或受到积极影响，值得投资者密切关注。

免责声明

本新闻稿旨在提供信息参考，不构成任何投资建议。投资者请结合自身情况及市场环境，谨慎决策。

英文版本：

Wanrun Co., Ltd.: Major Shareholder China Energy Conservation Group Completes Large Share Increase, Holding Nears 30%

Key Points

• China Energy Conservation Group (the controlling shareholder and actual controller) has increased its stake in Wanrun Co., Ltd. by 44.36 million shares within six months, with a total investment of RMB 726 million.
• After the increase, the combined shareholding of China Energy and its affiliate China Energy Capital rises sharply from 25.19% to 29.99%, approaching the crucial 30% threshold.
• The share increase plan was completed on May 23, 2026, without any change in the company’s control or compliance with listing requirements.
• Funds for the increase came from both self-owned funds and a dedicated bank loan, demonstrating the group’s strong confidence in the company’s prospects and value.
• China Energy has pledged not to reduce its holdings during the increase period and statutory period, supporting market confidence.

Detailed Analysis

Wanrun Co., Ltd. (stock code: 002643) announced on May 26, 2026, that its controlling shareholder, China Energy Conservation Group (China Energy), has completed its share increase plan, implemented from November 24, 2025, to May 23, 2026. During the plan, China Energy acquired 44,363,318 shares via Shenzhen Stock Exchange centralized bidding, representing 4.81% of total shares, with a total investment of RMB 725,737,870 (excluding transaction fees), exceeding the plan’s lower limit (RMB 365 million) and within the upper limit (RMB 730 million).

Shareholding Changes Before and After the Increase

After the increase, the combined holding of China Energy and its affiliate is close to 30%, representing a significant change in the company’s equity structure and an important point for institutional and market attention.

Key Contents of the Share Increase Plan

• Purpose: Confidence in Wanrun’s future development and long-term value; protection of investor interests; promotion of stable and healthy development.
• Method: Centralized bidding via Shenzhen Stock Exchange trading system.
• Funding: Self-owned funds plus a dedicated loan from Huaxia Bank (commitment letter provided).
• Pledge: No reduction of holdings during the increase period and statutory period; completion within the planned timeframe.

Impact on Shareholders and the Market

• Significant increase signals strong confidence in Wanrun’s prospects and may boost market sentiment.
• Holding approaching 30% – further increases could trigger regulatory or takeover obligations.
• Sufficient funding, reflecting the group’s financial strength.
• Pledge not to reduce holdings may support share price.
• No changes in control or listing compliance, equity structure remains stable.

Legal and Regulatory Compliance

• Compliant with Securities Law, Takeover Regulations, Shenzhen Stock Exchange listing rules, etc.
• No impact on share distribution or control.

Conclusion

The significant increase by China Energy Conservation Group, with shareholding nearing 30%, demonstrates strong confidence in Wanrun Co., Ltd. and could become a key focus for the market. With a pledge not to reduce holdings and financial strength, Wanrun’s share price may be positively impacted, warranting close investor attention.

Disclaimer

This news article is for informational purposes only and does not constitute investment advice. Investors should make decisions cautiously based on their own circumstances and market environment.

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