江苏华海诚科新材料股份有限公司股东减持股份计划公告深度解析
江苏华海诚科新材料股份有限公司（688535，简称“华海诚科”）近日披露了一项重要股东减持股份计划，涉及天水华天科技股份有限公司对其所持华海诚科股份的减持安排。该消息对于投资者来说具有高度的价格敏感性，可能对公司股价产生影响，值得高度关注。
一、减持主体及持股情况
- 天水华天科技股份有限公司目前持有华海诚科3,400,265股，占公司总股本的2.40%。这些股份为IPO前取得及上市后资本公积转增所增加的股份，并已于2024年4月8日起上市流通。
- 天水华天科技股份有限公司为直接持股5%以下股东，且无一致行动人。
- 过去12个月内，天水华天科技股份有限公司曾减持960,100股，占总股本的1.00%，减持时间为2025年12月24日至2026年1月16日，减持价格区间为116.01-128.00元/股。
二、减持计划主要内容
- 本次减持计划为因股东自身资金需求，拟通过集中竞价交易及大宗交易方式减持其全部所持股份共3,400,265股。
- 具体安排如下：
- 集中竞价交易：拟减持不超过1,419,683股（占总股本1.00%），且在任意连续90个自然日内，减持股份总数不超过公司股份总数的1.00%。
- 大宗交易方式：拟减持不超过1,980,582股（占总股本1.40%），且在任意连续90个自然日内，减持股份总数不超过公司股份总数的2.00%。
- 减持期间：自公告披露之日起3个交易日后的3个月内（2026年5月28日至2026年8月27日）。如遇公司股票停牌，减持时间将顺延。
- 减持价格按市场价格确定。如公司发生派发红利、送红股、转增股本、增发新股或配股等事项，减持计划将作相应调整。
三、相关承诺与监管要求
- 天水华天科技股份有限公司已承诺严格遵守相关法律法规及监管要求，包括《上市公司股东、董监高减持股份的若干规定》、科创板相关规则等。
- 减持前已自愿锁定股份12个月，并承诺如违反承诺将上缴全部违规收益给公司，并接受公司扣留相应现金分红的权利。
- 减持原因为股东自身资金需求，不涉及公司治理或经营结构重大变化。
- 减持计划不会导致上市公司控制权变更，也非控股股东或实控人减持首发前股份的情况。
四、投资者需关注的风险与事项
- 减持计划实施存在不确定性，包括减持时间、价格、数量等，受市场情况、公司股价等因素影响。
- 天水华天科技股份有限公司将严格履行信息告知义务，公司亦将及时进行信息披露。
- 投资者需注意减持计划可能对公司股价造成压力，尤其是短期内大规模减持可能影响市场情绪。
- 公司已明确减持不会影响公司治理结构及持续经营情况，投资者应理性投资，注意投资风险。
五、结论
此次减持计划涉及公司总股本2.40%的股份，减持原因明确为资金需求，且减持方式、时间、价格均有详细规定。大量股份减持短期内可能对公司股价造成一定压力，投资者应密切关注公司公告及市场反应，审慎评估投资决策。
免责声明：本文内容仅供参考，不构成任何投资建议。投资者应根据自身情况审慎决策，并关注公司最新公告及相关法规要求。
In-depth Analysis of Jiangsu Huahai Chengke New Materials Co., Ltd. Shareholder Share Reduction Plan Announcement
Jiangsu Huahai Chengke New Materials Co., Ltd. (688535, “Huahai Chengke”) recently disclosed a significant shareholder share reduction plan involving Tianshui Huatian Technology Co., Ltd.’s reduction of its shareholdings in the company. This information is highly price-sensitive for investors and may impact the company’s share price, warranting close attention.
1. Shareholder and Shareholding Details
- Tianshui Huatian Technology Co., Ltd. currently holds 3,400,265 shares in Huahai Chengke, accounting for 2.40% of the company’s total share capital. These shares were acquired before the IPO and through capital reserve conversions after listing and have been tradable since April 8, 2024.
- Huatian Technology is a direct shareholder holding less than 5% with no concerted action parties.
- In the past 12 months, Huatian Technology reduced its holdings by 960,100 shares (1.00% of total share capital) between December 24, 2025, and January 16, 2026, at a price range of 116.01-128.00 RMB/share.
2. Key Details of the Reduction Plan
- This reduction plan is due to the shareholder’s own funding needs and will be executed via both block trades and centralized bidding, totaling all held shares (3,400,265 shares).
- Specific arrangements:
- Centralized bidding: No more than 1,419,683 shares (1.00% of total share capital), and within any consecutive 90 days, no more than 1.00% of total shares.
- Block trades: No more than 1,980,582 shares (1.40% of total share capital), and within any consecutive 90 days, no more than 2.00% of total shares.
- Reduction period: Within three months from three trading days after the announcement (May 28, 2026 to August 27, 2026). If the company’s shares are suspended, the reduction period will be extended accordingly.
- The price will be determined by the market. If the company issues dividends, bonus shares, capital increases, or rights issues during the reduction period, the plan will be adjusted accordingly.
3. Commitment and Regulatory Requirements
- Huatian Technology has committed to strictly comply with laws and regulations, including CSRC’s reduction rules and Sci-Tech Innovation Board (STAR Market) listing rules.
- Shares were voluntarily locked for 12 months post IPO; any violation will result in all illegal proceeds being handed over to the company, which may withhold corresponding cash dividends.
- The reduction is for funding needs and does not involve major changes to company governance or operations.
- The reduction will not trigger a change of control, nor is it a pre-IPO reduction by controlling shareholders or actual controllers.
4. Risks and Investor Notices
- The reduction plan carries uncertainties, including timing, price, and quantity, depending on market conditions and share price.
- Huatian Technology will fulfill its information disclosure obligations, and the company will disclose relevant information promptly.
- Investors should note that a large-scale reduction in a short period could exert downward pressure on the share price and affect market sentiment.
- The company states that the reduction will not impact governance or business continuity, but investors should be rational and aware of investment risks.
5. Conclusion
The plan involves a reduction of 2.40% of the company’s total share capital for funding needs, with detailed arrangements for method, timing, and price. The sizeable reduction may impact share price in the short term. Investors should closely monitor company announcements and market responses and make prudent investment decisions.
Disclaimer: The content of this article is for reference only and does not constitute any investment advice. Investors should make decisions based on their own circumstances and pay attention to the latest company announcements and regulatory requirements.
