Shang Hai Zheng Quan Bao
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贵州永吉印务股份有限公司关于不提前赎回“永吉转债”的公告
Shang Hai Zheng Quan Bao· 2026-02-05 17:54
Core Viewpoint - Guizhou Yongji Printing Co., Ltd. has decided not to exercise the early redemption rights for its convertible bonds, despite triggering the redemption clause due to stock prices exceeding 130% of the conversion price for 15 trading days [2][12]. Group 1: Convertible Bond Issuance Overview - The company issued 1,458,680 convertible bonds on April 14, 2022, with a total amount of 145.868 million yuan and a maturity of six years [3]. - The coupon rates for the bonds are set to increase over the years, starting from 0.30% in the first year to 2.50% in the sixth year [3]. - The initial conversion price was set at 8.76 yuan per share, which has been adjusted to 8.05 yuan per share due to various corporate actions [3][4][5][6][7]. Group 2: Redemption Clause and Trigger Conditions - The redemption clause allows the company to redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 trading days within any 30-day period [9]. - The stock price condition was met between January 16, 2026, and February 5, 2026, triggering the redemption clause with a price of 10.465 yuan per share [11]. Group 3: Decision on Early Redemption - On February 5, 2026, the company's board decided not to exercise the early redemption rights for the convertible bonds, prioritizing investor interests and current market conditions [12]. - The company will not redeem the bonds for the next three months, and any future decisions regarding redemption will be made in subsequent board meetings [12]. Group 4: Shareholder and Management Holdings - Prior to the redemption conditions being met, the company's controlling shareholders and key management personnel did not hold any convertible bonds and had no plans to trade them in the next six months [13]. Group 5: Sponsor Institution's Review - The sponsor institution confirmed that the decision not to redeem the bonds was made following necessary procedures and complies with relevant regulations [14].
邦彦技术股份有限公司关于公司完成工商变更登记的公告
Shang Hai Zheng Quan Bao· 2026-02-05 17:54
证券代码:688132 证券简称:邦彦技术 公告编号: 2026-011 邦彦技术股份有限公司 关于公司完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 邦彦技术股份有限公司(以下简称"公司")于2026年1月9日召开第四届董事会第七次会议,于2026年1 月26日召开2026年第一次临时股东会,分别审议通过了《关于变更经营范围并修改公司章程的议案》。 具体内容详见公司于2026年1月10日在上海证券交易所网站(www.sse.com.cn)披露的《关于变更经营 范围并修改公司章程的公告》(公告编号: 2026-003)。 公司已于2026年2月4日办理完成了工商变更登记及《公司章程》备案手续,并取得了深圳市市场监督管 理局下发的《登记通知书》。《公司章程》将于同日在上海证券交易所网站(www.sse.com.cn)予以披 露。 特此公告。 邦彦技术股份有限公司董事会 2026年2月6日 ...
奥比中光科技集团股份有限公司关于2025年度向特定对象发行A股股票申请获得上海证券交易所审核通过的公告
Shang Hai Zheng Quan Bao· 2026-02-05 17:54
Group 1 - The core point of the article is that the company, Aobi Zhongguang Technology Group Co., Ltd., has received approval from the Shanghai Stock Exchange for its application to issue A-shares to specific investors for the year 2025 [1] - The Shanghai Stock Exchange has confirmed that the company's application meets the requirements for issuance, listing, and information disclosure [1] - The company must still obtain approval from the China Securities Regulatory Commission (CSRC) for the registration of the stock issuance, and the timing of this approval remains uncertain [1]
浙江春风动力股份有限公司第六届董事会第十三次会议决议公告
Shang Hai Zheng Quan Bao· 2026-02-05 17:54
Group 1 - The company held its 13th meeting of the 6th Board of Directors on February 5, 2026, with all 9 directors present, and the meeting complied with relevant laws and regulations [2][4]. - The Board approved a proposal to provide a performance guarantee for the lease of an industrial plant for its overseas subsidiary, CFMOTO MEXICO POWER, S.DE R.L.DE C.V. [3][10]. - The total amount of guarantees provided by the company and its subsidiaries will not exceed $82 million, equivalent to approximately 574 million RMB [8][15]. Group 2 - The guarantee is necessary for the subsidiary to successfully lease a local plant for production, which is a condition set by the lessor [15]. - The company has control over the subsidiary's operations and finances, making the guarantee risk manageable and not detrimental to the company's or shareholders' interests [15]. - As of the announcement date, the company has not provided guarantees to external entities outside of its consolidated financial statements, nor to its controlling shareholders or related parties, and there are no overdue guarantees [16].
多头与空头狭路相逢 贵金属市场激烈博弈
Shang Hai Zheng Quan Bao· 2026-02-05 17:53
◎记者 张骄 近期,国际贵金属市场风云变幻,黄金、白银在暴跌后迅速反弹。 伦敦现货黄金曾重回5000美元/盎司,但在2月5日又急转直下,一度失守4800美元/盎司关口。伦敦现货 白银近期波动更为剧烈,单日盘中一度大跌超30%,也一度大涨超10%。2月5日,伦敦银高台跳水,盘 中重挫超17%,随后跌幅有所收窄。 如此大涨大跌,凸显出贵金属领域当前的极端不确定性。不少市场参与者认为,引发本轮走势的"沃什 交易"逻辑仍未完全消化,金银价格尚未企稳,下行风险犹存,市场正处于激烈的博弈状态。 当下,短期和长期投资者的策略差异和投资故事,进一步勾勒出当前市场的结构特征。 杠杆散户遭阻击 偏"鹰派"的凯文·沃什被提名为下任美联储主席的消息给市场泼了一盆冷水,但风险警报在此前就已拉 响。复盘来看,华西证券首席经济学家刘郁在研报中称,贵金属的下跌始于提名消息落地前(1月29日 晚),更多是多头过度拥挤后的修正。 "做梦都是金价跌了。"黄金投资"新玩家"张女士向上证报记者表示,她在1010元/克的价位补仓黄金 后,眼见着金价这两天涨到1100元以上,果断止盈。"暂时落袋为安,等回调再买,相当于在黄金上做 T了"。 去年尝过"甜头 ...
“海尔系”资本列车再提速 卡奥斯与海尔新能源联袂冲刺IPO
Shang Hai Zheng Quan Bao· 2026-02-05 17:53
◎记者 高志刚 郭成林 进入2026年,海尔集团的资本列车全面提速。 近日,海尔集团旗下的工业互联网平台卡奥斯向港交所递交上市申请,启动港股IPO进程。同时,聚焦 绿能与储能的海尔新能源也已完成上市辅导备案。若这2家公司顺利登陆资本市场,"海尔系"资本版图 将扩容到10家上市公司,总市值有望突破3500亿元。 这一系列动作清晰表明,在"智慧住居"和"大健康"两大成熟赛道之外,海尔正加速落子第三大主赛 道"数字经济"。从以卡奥斯为代表的工业互联网平台,到以海尔新能源为核心的绿色能源体系,海尔集 团正加速构建面向未来的产业生态。 "海尔早已超越单一产品公司范畴,通过'上市公司集群'构建跨产业的生态协同力。卡奥斯与海尔新能 源的双轮驱动,正是为整个海尔生态乃至外部产业提供数字化底座与可持续能源支撑的。这些年,海尔 系的核心战略'无界生态'从理念加速落地为实绩。"一位长期跟踪海尔集团的投资人告诉上海证券报记 者。 "没有成功的企业,只有时代的企业。"海尔集团董事局主席、首席执行官周云杰曾在回复上证报记者时 说,"海尔就是要积极踏准时代的节拍,'应变重生'。" 两大板块接连冲刺IPO 1月30日,卡奥斯正式向港交所递交 ...
中证指数月度报告(1月)
Shang Hai Zheng Quan Bao· 2026-02-05 17:52
主要指数月度走势 主要指数占对应市场市值比例 沪深300十大权重 中证分类债券指数月度走势 沪深300行业指数月度表现 上证综指行业月度表现 □ 中证指数有限公司、上海证券报联合推出 主要股票指数月度表现 交易日数:20 开盘 最高 最低 收盘 涨跌点数 涨跌幅 日均成交量 日均成交金额 (百万股) (亿元) 沪深300 4661.62 4836.95 4645.47 4706.34 76.40 1.65% 30059 7360 中证100 4526.86 4720.41 4526.86 4615.93 129.46 2.89% 14519 4136 中证800 5145.47 5427.40 5145.47 5338.51 229.33 4.49% 61134 13532 中证200 5682.69 6145.84 5682.69 6024.78 374.98 6.64% 17525 3873 中证500 7523.88 8671.35 7523.25 8370.52 904.95 12.12% 31075 6172 中证700 6517.40 7278.34 6517.40 7085.98 612.90 ...
博瑞医药:在代谢药领域定位中国药企新坐标
Shang Hai Zheng Quan Bao· 2026-02-05 17:52
在苏州工业园区博瑞医药生产基地内,高端检测仪器、自动化灌装设备等质控与生产设施已蓄势待发, 为BGM0504注射液等创新药产品的后续商业化筑牢根基。 自登陆科创板以来,博瑞医药以高端原料药及仿制药为起点,依托高端药物开发技术平台的核心构建, 实现跨越式发展。如今博瑞医药深耕代谢、呼吸系统等疾病领域,手握多款前沿研发管线,成功跻身创 新驱动型药企行列。 "内卷的领域不值得去做,只有大家都做不到的领域,才能体现企业价值。"博瑞医药董事长袁建栋在接 受《科创中国》栏目组采访时表示。基于此理念,公司始终选择做"难而正确"的事,从高端原料药、仿 制药逐渐转向原创新药,每一步都瞄准临床未被满足的需求。 随着BGM0504等创新药管线逐渐进入商业化倒计时,博瑞医药正以差异化创新,在全球代谢药竞争中 定位中国药企的新坐标。 从"高端原料药龙头"到"创新药新锐" 博瑞医药董事长 袁建栋 ◎记者 王墨璞嘉 全球减肥药竞争已迈入"2.0时代",当多数企业扎堆传统GLP-1单靶点药物赛道时,博瑞医药另辟蹊径, 以"多靶点协同、给药方式革新、长效化管理"为核心战略,瞄准行业痛点与临床未被满足的需求,构建 起差异化的产品管线布局。 "当 ...
大厂抛洒“红包雨” AI应用江湖风云再起
Shang Hai Zheng Quan Bao· 2026-02-05 17:52
Group 1 - Major AI companies are engaging in a competitive "red envelope" marketing strategy, with Tencent investing 1 billion yuan, Baidu 500 million yuan, and Alibaba 3 billion yuan [2][3] - This competition is reminiscent of the early days of mobile payment wars, indicating a significant escalation in the battle for AI application dominance [3][4] - Tencent's strategy is seen as a critical move, especially after the appointment of a former OpenAI researcher, which has reportedly improved its AI model capabilities [4][5] Group 2 - Alibaba's investment in its Qianwen AI platform signifies a shift from being a support role to a central player in its ecosystem, indicating a strategic pivot [3][4] - The "red envelope" strategy is viewed as an effective market education tool and a pressure test for the nascent AI industry [5][6] - Despite the initial success in attracting users, the long-term challenge remains in retaining and engaging these users effectively [6]
隆华科技李占强:精准并购炼成新材料“隐形冠军”
Shang Hai Zheng Quan Bao· 2026-02-05 17:52
Core Viewpoint - The company focuses on strategic acquisitions of smaller firms with core technologies, aiming to build "invisible champions" in niche markets for domestic substitution [2][4]. Group 1: Company Development and Strategy - The company, founded 30 years ago, has evolved from a refrigeration fan manufacturer to a technology group with three core industry segments: energy conservation and environmental protection, electronic new materials, and polymer composite materials [3][4]. - The acquisition strategy emphasizes quality over size, targeting smaller companies with potential for growth and technological advancement [4][5]. - The company has successfully integrated several acquisitions, enhancing its capabilities and market position in the new materials sector [4][6]. Group 2: Financial Performance and Projections - The company anticipates a net profit of 185 million to 235 million yuan by 2025, representing a year-on-year growth of 41.18% to 79.33% [5]. - The projected net profit after deducting non-recurring items is expected to be between 160 million and 210 million yuan, with a growth rate of 38.32% to 81.55% [5]. Group 3: Business Segments and Growth Potential - The electronic new materials and polymer composite materials segments are identified as key growth drivers, particularly in high-demand areas such as aerospace and new energy vehicles [6][7]. - The company’s PMI foam product is positioned as a critical material in commercial aerospace, with established partnerships and ongoing demand for lightweight solutions [7]. - The target for the electronic materials segment includes advancements in target materials for photovoltaic and semiconductor applications, with a focus on various product lines [8]. Group 4: Future Plans and Goals - The company aims to strengthen its core business and enhance competitiveness in the energy conservation sector while expanding its new materials segment [9][10]. - Future strategies include maintaining a focus on core industries, avoiding diversification outside primary business areas, and enhancing international market presence through strategic partnerships [9][10].