Shang Hai Zheng Quan Bao
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上海岱美汽车内饰件股份有限公司关于“岱美转债”预计满足赎回条件的提示性公告
Shang Hai Zheng Quan Bao· 2026-02-02 19:03
Group 1 - The company issued 9,079,390 convertible bonds with a total amount of 907.939 million yuan, with a maturity of 6 years and a tiered interest rate starting from 0.30% in the first year to 2.00% in the sixth year [2] - The initial conversion price for the convertible bonds is set at 15.72 yuan per share, with the conversion period from January 24, 2024, to July 17, 2029 [2] - The company plans to lower the conversion price from 15.72 yuan to 13.31 yuan, which was approved in a board meeting on March 15, 2024 [4] Group 2 - The conversion price will further adjust to 9.93 yuan per share starting from June 3, 2024, following the completion of the 2023 annual profit distribution plan [4] - The conversion price will be adjusted again to 7.37 yuan per share from June 4, 2025, after the 2024 annual profit distribution plan [5] - The company has conditional redemption terms for the convertible bonds, which can be triggered if the stock price remains above 130% of the conversion price for at least 15 out of 30 trading days [6][7]
湖南宇晶机器股份有限公司关于2022年股票期权激励计划预留授予部分第三个行权期采用自主行权模式的提示性公告
Shang Hai Zheng Quan Bao· 2026-02-02 19:03
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002943 证券简称:宇晶股份 公告编号:2026-014 湖南宇晶机器股份有限公司关于2022年股票期权激励计划预留授予部分第三个行权期采用自主行权模式 的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 特别提示: 1、公司2022年股票期权代码:037327,期权简称:宇晶JLC2。 2、公司2022年股票期权激励计划(以下简称"本激励计划")授予的股票期权预留授予部分第三个行权 期符合行权条件的激励对象共计3人,可行权期权数量为6.3375万份,占目前公司总股本比例为 0.0308%,占剔除公司回购专用证券账户股份后总股本比例的0.0309%。行权价格为13.296元/份。 3、本次股票期权行权采用自主行权模式。 4、本次股票期权行权期限自2025年12月21日起至2026年12月20日止,根据可交易日及行权手续办理情 况,本次实际可行权期限为2026年2月5日至2026年12月18日止。 5、本次可行权股票期权若全部行权,公司股权分布仍具备上市条件。 湖南宇晶机器股份有限公司(以 ...
立讯精密工业股份有限公司关于股份回购进展情况的公告
Shang Hai Zheng Quan Bao· 2026-02-02 19:01
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002475 证券简称:立讯精密 公告编号:2026-010 债券代码:128136 债券简称:立讯转债 立讯精密工业股份有限公司 关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 (二)公司以集中竞价交易方式回购股份符合下列要求: 1、委托价格不得为公司股票当日交易涨幅限制的价格; 立讯精密工业股份有限公司(以下简称"公司"或"立讯精密")于2025年12月31日召开第六届董事会第二 十一次会议,审议通过《关于以集中竞价交易方式回购公司股份方案的议案》,同意公司使用自有资金 或自筹资金(含股票回购专项贷款资金等)以集中竞价交易方式回购股份,回购资金总额不低于人民币 100,000万元,不超过人民币200,000万元;回购股份价格不超过人民币86.96元/股,回购期限自董事会 审议通过本次回购方案之日起不超过12个月,具体回购数量以回购期满时实际回购的股份数量为准,回 购股份用于后期实施股权激励计划或员工持股计划。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管 ...
市场巨震 沃什“背锅”?
Shang Hai Zheng Quan Bao· 2026-02-02 19:00
近日,全球贵金属市场巨震,黄金白银遭遇恐慌性抛售。 此外,沃什还主张推动美联储进行"制度性变革"。他批评美联储过度依赖数据而前瞻性不足、通过QE 模糊了财政和货币政策的界限并助长了联邦开支、过度介入了气候变化和包容性等社会议题等。 中金公司研报认为,沃什主张对美国货币政策框架进行重构,符合本届美国政府"破旧立新"的政治叙 事。 当市场复盘这场风暴的源头时,一个名字反复被提及——凯文·沃什。据新华社报道,当地时间1月30日 美联储前理事凯文·沃什被提名为下任美联储主席,这一提名还需获得参议院批准。 沃什的"鹰派"形象早已深入人心,他"缩表+降息"的主张、维护美联储独立性的立场,扭转了市场此前 的交易逻辑。此前,市场预期美联储新主席可能屈从于政治压力持续宽松,美元信用将持续弱化。正是 这种预期,支撑着黄金、白银等贵金属价格一路狂飙。 从这个角度看,沃什触发了这场风暴。但如果将这场巨震归咎于他一人,难免低估了市场自身的脆弱性 ——这场风暴,早已在市场的狂热中酝酿完成。 "鹰派"沃什 自美联储新主席步入遴选程序以来,市场对领跑候选人的预期反复切换。最终,沃什在这场持续数月的 美联储主席提名拉锯战中脱颖而出。 一直以来 ...
5G+AI 让城市用电更从容——一座“虚拟电厂”的保供实践
Shang Hai Zheng Quan Bao· 2026-02-02 18:55
Core Viewpoint - The article discusses the increasing importance and functionality of virtual power plants in Shanghai, particularly during peak electricity demand periods caused by cold weather, highlighting their role in balancing supply and demand while providing economic benefits to participating companies [1][2]. Group 1: Virtual Power Plant Functionality - Virtual power plants aggregate distributed energy resources such as solar, storage, and adjustable loads to achieve coordinated control, enabling functions like generation, peak shaving, and frequency regulation [1][2]. - The system developed by China Mobile Shanghai Industrial Research Institute and Zhejiang Datang allows for intelligent scheduling of dispersed industrial power loads and storage, significantly enhancing the efficiency of electricity management [2][3]. Group 2: Technological Advancements - The integration of AI and 5G technologies has accelerated the development of virtual power plants, enabling Shanghai to achieve a power dispatch capacity equivalent to a medium-sized physical power plant during the summer of 2025 [2][3]. - An AI-driven prediction algorithm has been developed to improve load forecasting accuracy, achieving a real-time prediction error of less than 3% and a long-term market price prediction accuracy exceeding 85% [3]. Group 3: Economic Impact on Participating Companies - Companies participating in the virtual power plant model have transitioned from a passive electricity usage model to an active profit-generating model, receiving subsidies and reducing electricity costs [3][4]. - The virtual power plant has expanded its network to cover multiple regions, attracting over 80 industrial enterprises, which enhances the overall stability and efficiency of the electricity grid [3][4]. Group 4: Future Development and Recommendations - Experts suggest further integration of AI, digital twin technology, and edge computing to enhance load forecasting precision and decision-making speed within virtual power plants [4]. - There is a call for the establishment of a collaborative intelligent control architecture and increased support for technological innovation to foster a win-win industrial ecosystem [4]. Group 5: Overall Contribution to Energy Transition - The virtual power plant is seen as a crucial element in supporting energy transition and ensuring stable urban operations, contributing significantly to the invisible dynamics of electricity supply in Shanghai [5].
多氟多新材料股份有限公司关于控股股东一致行动人部分股份质押及解质押的公告
Shang Hai Zheng Quan Bao· 2026-02-02 18:54
近日,多氟多新材料股份有限公司(以下简称"公司")接到控股股东李世江先生一致行动人焦作多氟多 实业集团有限公司(以下简称"多氟多集团")的通知,获悉多氟多集团将其持有的公司部分股份办理了 质押及解质押手续,现将具体情况公告如下: 一、股东股份质押及解质押基本情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002407 证券简称:多氟多 公告编号:2026-006 多氟多新材料股份有限公司 关于控股股东一致行动人部分股份质押及解质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 中国证券登记结算有限责任公司深圳分公司出具的股份冻结数据。 特此公告。 多氟多新材料股份有限公司董事会 2026年2月3日 1、本次股份质押情况 ■ 2、本次股份解质押情况 ■ 3、上述股东及其一致行动人所持股份质押情况 ■ 注:1、"未质押股份限售和冻结数量"中限售股份为高管锁定股。2、上述表格中各股东所持股份数量及 相关占比均为截至2026年1月30日最新数据。 二、备查文件 ...
铜价急跌 基本面未改
Shang Hai Zheng Quan Bao· 2026-02-02 18:53
Core Viewpoint - The domestic non-ferrous metal market experienced a significant adjustment, with copper prices dropping sharply due to macroeconomic factors and profit-taking, despite the underlying fundamentals for copper remaining strong [1][2]. Group 1: Market Performance - On February 2, the main copper contract on the Shanghai Futures Exchange fell by 9.01% during the day session and continued to decline by 2.41% in the night session [1]. - The non-ferrous metal index of the China Securities Index fell by 8.02%, with the copper sector dropping by 8.32%, leading to major companies like Tongling Nonferrous Metals and Jiangxi Copper hitting their daily limit down [1]. - Analysts expect copper prices to continue a wide fluctuation pattern in the short term, but the long-term fundamentals remain unchanged, indicating potential for price increases [2]. Group 2: Supply and Demand Dynamics - The global copper supply is projected to grow at a rate of only 2% to 2.5% by 2026, while demand is expected to increase by approximately 3% due to growth in sectors like renewable energy and AI [3]. - The supply side remains tight, with limited new projects globally, and disruptions in production schedules, such as delays in the Mirador copper mine, further complicating the supply outlook [2][3]. - Demand for copper is expected to remain stable, with potential growth in the energy storage sector, particularly due to the increasing use of lithium iron phosphate batteries, which require more copper than other types [2]. Group 3: Short-term Outlook - In the short term, market risk preferences are shifting, and the demand from traditional manufacturing sectors is not showing significant seasonal patterns, leading to expectations of price corrections [5][4]. - Analysts suggest that the recent price drop may encourage downstream inventory replenishment, particularly in sectors related to green energy consumption [5]. - The upcoming implementation of new consumer subsidy policies in the home appliance sector may provide a boost to copper demand [5].
关于景顺长城恒生消费交易型开放式指数证券投资基金发起式联接基金(QDII)新增湘财证券为销售机构的公告
Shang Hai Zheng Quan Bao· 2026-02-02 18:52
Group 1 - The announcement details the addition of Xiangcai Securities as a sales institution for the Invesco Great Wall Hang Seng Consumption ETF linked fund (QDII), effective from February 3, 2026 [1] - The sales institution's information includes its registered address in Changsha and office address in Shanghai, along with contact details [1] - The announcement specifies that subscription and redemption services are only available during normal subscription periods and specific open days, with further details provided in the fund's legal documents [1][2] Group 2 - The announcement also introduces Jiangsu Bank's "Ronglian Chuang" interbank trading platform as a new sales platform for the Invesco Great Wall Stable Gain Bond Fund, effective from February 3, 2026 [6] - Similar to the previous announcement, it outlines the sales platform's information, including its registered address in Nanjing and contact details [6] - Subscription and redemption services are subject to the same conditions as mentioned in the previous announcement, with specific rules and procedures to be followed [6][7] Group 3 - The announcement for the Invesco Great Wall CSI Nonferrous Metals Mining Theme ETF states that daily subscription and redemption services will be available starting February 3, 2026 [12] - The minimum subscription and redemption unit is set at 1 million shares, and the fund manager may impose limits on daily subscription and redemption amounts based on market conditions [12][13] - The fund's sales agents will charge a commission of up to 0.3% on subscription or redemption amounts, which includes fees from relevant parties [12][14] Group 4 - The fund will begin trading on the Shanghai Stock Exchange on February 6, 2026, with the full trading announcement available on the company's website and the China Securities Regulatory Commission's fund disclosure website [23] - The fund management company emphasizes the importance of understanding the fund's risk-return characteristics and encourages investors to make informed decisions [23]
合肥汇通控股股份有限公司关于公司股份回购进展的公告
Shang Hai Zheng Quan Bao· 2026-02-02 18:52
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603409 证券简称:汇通控股 公告编号:2026-012 合肥汇通控股股份有限公司 一、回购股份的基本情况 合肥汇通控股股份有限公司(以下简称"公司")于2025年12月1日召开第四届董事会第十七次会议,审 议通过了《关于以集中竞价交易方式回购股份预案的议案》,同意公司以自有资金通过集中竞价交易方 式从二级市场回购公司股份,用于员工持股计划或股权激励。 本次回购资金总额不低于人民币3,000万元(含),不超过人民币5,000万元(含),回购股份价格不超 过人民币40元/股,回购股份期限为自公司董事会审议通过回购股份方案之日起12个月内。具体内容详 见公司于2025年12月2日在上海证券交易所网站(www.sse.com.cn)披露的《关于以集中竞价交易方式 回购股份的预案公告》(公告编号:2025-059),2025年12月5日在上海证券交易所网站 (www.sse.com.cn)披露的《关于以集中竞价交易方式回购股份的回购报告书》(公告编号:2025- 066)。 二、回购股份的进展情况 根据《上海证券交易所上市公司自律监管指引第7号一一回购股 ...
贵州永吉印务股份有限公司第六届董事会第十七次会议决议公告
Shang Hai Zheng Quan Bao· 2026-02-02 18:49
Group 1 - The board of directors of Guizhou Yongji Printing Co., Ltd. approved the second phase of the acquisition of Phytoca Holdings, with the final purchase price set at AUD 38,509,532.35 (approximately RMB 187 million), reflecting an increase of AUD 17,728,049.95 (approximately RMB 86 million) from the initial estimate [24][26]. - The second phase of the acquisition is part of a broader investment strategy aimed at expanding the company's presence in the regulated pharmaceutical market in Australia, enhancing long-term profitability and competitive strength [27][28]. - The first phase of the equity transfer was completed on April 7, 2025, with Yongji Health holding 60% of Phytoca Holdings, which will be included in the company's consolidated financial statements [11][12]. Group 2 - The second phase of the equity purchase price is determined based on a dynamic adjustment formula linked to Phytoca Holdings' audited EBIT for the fiscal year 2025, which was AUD 8,481,083.16 (approximately RMB 41 million) [14][17]. - The company plans to apply for a merger loan of RMB 100 million to finance part of the second phase acquisition, with a loan term of 5 years and an interest rate of 3.8% [20][24]. - The acquisition is expected to optimize the company's financing structure and support its strategic goals, with no significant financial risks anticipated from the merger loan [28].