Shang Hai Zheng Quan Bao
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山大地纬软件股份有限公司关于控股股东签署一致行动人协议暨权益变动的提示性公告
Shang Hai Zheng Quan Bao· 2026-02-11 17:59
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688579 证券简称:山大地纬 公告编号:2026-011 山大地纬软件股份有限公司关于 控股股东签署一致行动人协议暨权益变动的提示性公告 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、准确性和完整性依法承担法律责任。 重要提示: ● 山大地纬软件股份有限公司(以下简称"公司""山大地纬")控股股东山东高速集团有限公司(以下简 称"山东高速集团")与股东山东山大资本运营有限公司(以下简称"山大资本")签署《一致行动人协 议》,约定在公司股东会、董事会及经营管理中保持一致行动关系,协议签订后山东高速集团、山大资 本控制公司表决权比例合计为29.58%。 ● 本次权益变动不触及要约收购。本次权益变动不会导致公司控股股东、实际控制人发生变化。 一、本次权益变动的基本情况 为充分发挥山东高速集团、山大资本的资源优势,积极促进山大地纬与股东之间的协同效用,实现公司 提质发展,公司控股股东山东高速集团、公司股东山大资本于2026年2月10日签署了《一致行动人协 议》,对双方在公司股东会、董事会及经营管理中 ...
市场追金热,险资何以“克制”?
Shang Hai Zheng Quan Bao· 2026-02-11 17:59
Group 1 - The core viewpoint of the articles highlights that insurance capital institutions have cautiously approached gold investments despite the significant price increase in gold over the past year, with a 60% rise in COMEX gold prices [1][2] - Out of the 10 insurance institutions approved for gold investment trials, only 6 have become members of the Shanghai Gold Exchange, and several have completed their first gold transactions, indicating a slow adoption rate [1] - The investment in gold by insurance institutions remains limited, with many institutions not yet joining the Shanghai Gold Exchange, suggesting a lack of preparedness in establishing a comprehensive investment research and talent system for gold [1] Group 2 - Insurance institutions maintain a long-term investment philosophy, and the decision to invest in gold requires a long-term perspective, especially given the uncertainties posed by geopolitical factors [2] - The volatility of gold prices poses a significant risk to the profit statements of insurance institutions, as their returns are primarily derived from price fluctuations rather than interest or dividend income [2] - While investing in gold can help optimize investment portfolios and diversify risks, insurance institutions choose to remain "restrained" in their gold investments, reflecting a balanced consideration of risk and return [2][3] Group 3 - The articles emphasize that the market's short-term enthusiasm is often a manifestation of collective irrationality, while the restraint shown by professional investors demonstrates their ability to remain unaffected by market emotions [3] - It is crucial for investors to adhere to their investment principles during market euphoria and to seek value during periods of market fear [3]
浙江东尼电子股份有限公司关于聘任高级管理人员的公告
Shang Hai Zheng Quan Bao· 2026-02-11 17:59
证券代码:603595 证券简称:ST东尼 公告编号:2026-004 浙江东尼电子股份有限公司 关于聘任高级管理人员的公告 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。 浙江东尼电子股份有限公司(以下简称"公司")于2026年2月10日召开第四届董事会第九次会议,审议 通过了《关于聘任副总经理、董事会秘书的议案》,经董事会提名委员会审查通过,同意聘任殷勤女士 担任公司副总经理、董事会秘书,任期与第四届董事会董事任期保持一致。 殷勤女士已取得董事会秘书任职资格,具备履行副总经理、董事会秘书职责所需的职业素质、专业知识 和相关工作经验,具有良好的职业道德和个人品德,其任职资格符合《公司法》《上海证券交易所股票 上市规则》《上海证券交易所上市公司自律监管指引第1号一一规范运作》等法律法规、规范性文件及 《公司章程》的规定,不存在不得担任上市公司董事会秘书、高级管理人员的情形。 殷勤女士联系方式如下: 电话:0572-3256668 电子邮箱:public@tonytech.com 联系地址:浙江省湖州市吴兴区织里镇利济东路588 ...
湖南方盛制药股份有限公司关于控股股东部分股份质押的公告
Shang Hai Zheng Quan Bao· 2026-02-11 17:59
Core Viewpoint - The announcement details the pledge of shares by the controlling shareholder of Hunan Fangsheng Pharmaceutical Co., Ltd., Zhang Qinghua, indicating a controlled risk level associated with the pledged shares [2][3]. Group 1: Share Pledge Details - Zhang Qinghua has completed the pledge of 8.75 million shares, representing 1.99% of the company's total share capital [2]. - As of the announcement date, Zhang Qinghua directly holds 156,019,500 shares, which is 35.53% of the total shares (439,081,360 shares) [2]. - The total number of pledged shares by Zhang Qinghua is 64,075,200, accounting for 41.07% of his directly held shares and 14.59% of the company's total shares [2]. Group 2: Pledge Risk Assessment - The total pledged shares by Zhang Qinghua and his concerted parties amount to 64,075,200, which is 38.70% of their total holdings, and the pledge ratio does not exceed 80%, indicating manageable risk [2][6]. - Zhang Qinghua's personal credit status is good, and he is planning for the upcoming maturity of pledged shares, with no substantial default risk anticipated [6]. Group 3: Impact on Company Operations - The pledged shares are primarily for replacing other maturing financing, and this action will not significantly impact the company's main business, financing costs, or operational sustainability [6]. - The pledge will not adversely affect the company's governance or daily management, nor will it lead to a change in actual control of the company [6].
龙佰集团股份有限公司关于公司股东股份质押及解除质押的公告
Shang Hai Zheng Quan Bao· 2026-02-11 17:59
Group 1 - The core point of the announcement is that Longbai Group's controlling shareholder, Xu Ran, has pledged and released part of her shares, which does not involve any significant asset restructuring or performance compensation obligations [1][4][5] - As of the announcement date, Xu Ran has pledged a total of 172,793,000 shares, which accounts for 34.56% of her holdings and 7.25% of the company's total share capital, with a corresponding financing balance of 137 million yuan [4] - Xu Ran's pledged shares do not affect the company's production and operation, governance, or control stability [5] Group 2 - The company plans to issue short-term financing bonds with a total amount not exceeding 2 billion yuan to optimize its financing structure and reduce costs [18][19] - The bonds will have a maximum term of one year, and the issuance will be based on actual funding needs [18] - The funds raised will be used for working capital, repaying bank loans, and other approved purposes [19] Group 3 - The company intends to adjust the equity structure of its subsidiary, acquiring a 5.46% stake in Yunnan Guotai Metal Co., Ltd. for 234 million yuan [26][31] - This equity adjustment is aimed at enhancing operational efficiency and does not constitute a related party transaction or a major asset restructuring [26][32] - The valuation of Yunnan Guotai was determined using both asset-based and income approaches, with the income approach selected as it better reflects the company's true value [30] Group 4 - The company plans to provide guarantees totaling 1 billion yuan for its subsidiaries, which is necessary for business development and aligns with its international strategy [34][36] - The guarantees will be split equally between its Malaysian and UK subsidiaries, each receiving up to 500 million yuan [36] - The total amount of guarantees provided by the company exceeds 149.6 billion yuan, which is 65.03% of the company's latest audited net assets [45] Group 5 - The company will hold its first temporary shareholders' meeting of 2026 on February 27, 2026, to discuss the proposals approved by the board [48][50] - The meeting will include both on-site and online voting options for shareholders [52][51] - Shareholders must register by February 24, 2026, to participate in the meeting [60][61]
1月核心CPI同比上涨0.8% 物价运行呈低位温和回升态势
Shang Hai Zheng Quan Bao· 2026-02-11 17:59
除了春节错月因素,能源价格同比降幅扩大也是CPI同比涨幅回落的原因之一。1月能源价格同比下降 5.0%,对CPI同比的下拉影响比2025年12月增加约0.06个百分点。其中,汽油价格同比下降11.4%,降幅 比2025年12月扩大3.0个百分点。 扣除食品和能源价格的核心CPI温和上涨,体现出居民消费需求持续恢复。数据显示,1月核心CPI同比 上涨0.8%,环比上涨0.3%,环比涨幅为近6个月最高。 "促消费政策推动耐用消费品价格走高,是近期核心CPI涨幅较高的主要支撑。"东方金诚首席宏观分析 师王青对上海证券报记者表示。数据显示,扣除能源的工业消费品价格同比上涨2.6%,涨幅比2025年 12月扩大0.1个百分点。 1月,PPI环比上涨0.4%,涨幅比2025年12月扩大0.2个百分点,实现了连续4个月上涨。PPI同比下降 1.4%,降幅比2025年12月收窄0.5个百分点,实现连续2个月同比降幅收窄。 究其原因,民生银行首席经济学家温彬对上海证券报记者表示,主要是重点行业产能治理成效持续显 现、部分行业供需结构有所改善、新质生产力培育壮大带动相关行业价格上涨等。 物价运行呈低位温和回升态势。国家统计局2月 ...
或终止项目或剥离资产 部分A股“追光者”止损
Shang Hai Zheng Quan Bao· 2026-02-11 17:57
Core Viewpoint - The photovoltaic industry is transitioning from oversupply to a phase of accelerated capacity clearance, with expectations of a more intense market correction in 2026 compared to 2025 due to weakening demand forecasts [1][4]. Group 1: Company Actions - Several photovoltaic companies, including Mingguan New Materials and Trina Solar, have announced project terminations or fund reallocations to more promising areas due to declining profitability in the industry [2]. - Mingguan New Materials terminated its investment in a solar backplane production project, initially planned with a total investment of 5 billion yuan, citing industry competition and rising operational costs as reasons [2]. - Trina Solar plans to reduce funding for its original project and redirect remaining funds to a new distributed smart photovoltaic power station project, which is expected to contribute a net profit of 94.91 million yuan annually [2]. Group 2: Production Adjustments - Some companies, such as Oujing Technology and Tianyi New Materials, have suspended production due to decreased demand from downstream customers, with utilization rates as low as 14.66% for certain subsidiaries [3]. - Cross-industry companies like *ST Lvkang have completely exited the photovoltaic sector to alleviate financial pressures by selling all assets related to photovoltaic film business [3]. Group 3: Supply and Demand Dynamics - The photovoltaic industry is facing significant excess capacity, with analysts noting that the slowdown in short-term demand exacerbates supply chain pressures [4]. - The China Photovoltaic Industry Association projects a decrease in new photovoltaic installations in 2026, estimating a range of 180 GW to 240 GW, down from 315.07 GW in 2025, indicating a decline of 24% to 43% [4]. Group 4: Future Market Outlook - Global photovoltaic installation growth is also expected to slow, with projections for 2026 ranging from 500 GW to 667 GW, compared to 580 GW in 2025 [5]. - Analysts predict that the era of high growth in the photovoltaic sector may be over, with annual growth rates potentially stabilizing at around 3% after 2027 [5]. Group 5: Industry Resilience and New Opportunities - The competitive environment has fostered resilience and adaptability among Chinese companies, prompting them to seek new growth avenues beyond traditional photovoltaic operations [7]. - Companies are focusing on cost control and efficiency improvements to maintain competitiveness, while also exploring diversification into areas like energy storage and new photovoltaic applications [8][9]. - Trina Solar has set ambitious profit targets for 2026, reflecting confidence in recovering profitability and expanding into energy solutions [8].
农品“插翅”出深山 销售额劲增近300% 赣南老区隆木乡:无人机织就乡村振兴“空中路”
Shang Hai Zheng Quan Bao· 2026-02-11 17:57
Core Insights - The article highlights the successful implementation of drone logistics in Longmu Township, Jiangxi Province, which has significantly improved the distribution of local agricultural products, particularly during the peak season leading up to the Spring Festival [1][2]. Group 1: Drone Logistics Implementation - Longmu Township has become a pilot project for drone logistics, allowing local agricultural products to be delivered efficiently to nearby towns, reducing delivery time to just 12 minutes [1]. - The introduction of drone delivery has transformed the logistics process from manual control to a streamlined "one-click" system, enhancing operational efficiency [2]. Group 2: Economic Impact on Local Farmers - The initiative has benefited 26 local farms and 126 households, with an average annual income increase of 85,000 yuan (approximately 12,000 USD) for farmers, including 65 households that were previously impoverished [2]. - The average daily operations include over 30 drone flights, contributing to a significant increase in local agricultural sales, which are projected to exceed 52 million yuan (approximately 7.5 million USD) with a nearly 300% year-on-year growth [2]. Group 3: Broader Economic Development - The local government is fostering agricultural modernization and has established a 500 million yuan (approximately 70 million USD) low-altitude industry fund to support the development of the drone logistics sector [3]. - A total investment of 1 billion yuan (approximately 140 million USD) has been secured for the Yifei Aviation project, aimed at enhancing the low-altitude economy in the region [3].
中国平煤神马集团:“五舰同行”重构产业发展格局
Shang Hai Zheng Quan Bao· 2026-02-11 17:57
Core Viewpoint - The merger of Pingmei Shenma Group and Henan Energy Group marks the establishment of a new energy and chemical industry giant in China, with an asset scale of nearly 600 billion yuan and annual revenue of about 300 billion yuan, aiming for high-end, intelligent, and green industrial upgrades [1] Group 1: Merger and Strategic Goals - The merger is not merely an asset consolidation but a systematic restructuring aligned with national strategies and provincial missions, focusing on future industrial layouts [1] - The new group will operate under a dual main business model of "energy + functional materials," with five A-share listed companies playing distinct roles in the industrial landscape [1] Group 2: Operational Efficiency and Cost Reduction - Pingmei Group has successfully reduced coal production costs from 82 yuan per ton to below 60 yuan through large-scale deep well filling technology, releasing 800 million tons of coal resources [2] - The company is expanding its quality coking coal reserves in regions like Xinjiang and Ningxia to ensure stable raw material supply for downstream industries [2] Group 3: Innovation and New Business Development - The new group aims to leverage its platform advantages to enhance governance, production operations, and investor relations, focusing on strengthening coal supply capabilities for regional energy security [3] - The company is transforming from traditional coal to high-end nylon and new energy materials, with significant cost savings achieved through innovative production processes [3][4] Group 4: New Energy and Material Ventures - Yicheng New Energy has established a complete industrial chain from coking coal to battery materials, with partnerships to develop green low-carbon energy projects [5] - Silane Technology has achieved breakthroughs in high-purity silane production, with an annual capacity of 6,100 tons, and is expanding into the semiconductor materials market [6] Group 5: Future Directions and Strategic Focus - The year 2026 is designated as a year for efficiency transformation, emphasizing resource allocation and operational efficiency to ensure sustainable growth [7] - The group plans to focus on energy and functional materials, integrating smart technology, green transformation, and innovative collaboration to become a world-class enterprise [7]
郑州:从千年商都到算力之城
Shang Hai Zheng Quan Bao· 2026-02-11 17:56
◎记者 王乔琪 黄河之滨,天地之中。郑州——这座坐拥千年商都底蕴、素有"九州腹地,十省通衢"之称的国家中心城 市,因商贸而兴,因交通而盛。 在数字经济时代,郑州锚定全国重要"数仓、数纽、数港"定位,以算力为笔,绘就新时代高质量发展的 中原图景,完成从"千年商都"到"算力之城"的历史性跨越。 "郑州历史悠久、活力涌动、开放包容、实力强劲,在推动城市数字化转型和产业数字化升级深度融合 上具有良好基础。"河南省委常委、郑州市委书记安伟表示,当前,郑州以智慧城市建设为牵引,全力 构筑算力支撑新底座,聚力打造产业集聚新高地,着力拓展融合发展新场景,倾力营造一流营商新环 境,努力在新一轮科技革命和产业变革中赢得主动、赢得未来。 算力何以成为郑州"必答题" 在全球数字经济浪潮和人工智能革命的背景下,算力已成为继热力、电力之后的关键生产力。中国信通 院测算显示,算力每投入1元,可带动3到4元的GDP增长,其对产业转型、科技创新的驱动作用日益凸 显。这场关乎未来的竞赛,郑州坚定参与,更志在领跑。 这是服务国家战略的"郑州担当"。作为建设中的国家中心城市、国家新一代人工智能创新发展试验区, 郑州肩负着在中部地区探索数字化转型路径 ...