| 项目 | 交易对方 | | --- | --- | | 发行股份及支付现金购买资产 | 中油燃气投资集团有限公司、天达利通新能源(珠海) | | | 有限公司、中油中泰燃气投资集团有限公司 | | 募集配套资金 | 不超过 35 名符合条件的特定投资者 | 11月10日，胜利股份发布公告称，公司计划发行股份及支付现金购买由公司控股股东及其关联方控制的燃气类相关资产并募集配套资金。经申请，胜利股 份股票将于2025年11月11日（星期二）开市起复牌。 胜利股份股票复牌 11月10日，胜利股份发布公告称，公司计划发行股份及支付现金购买由公司控股股东及其关联方控制的燃气类相关资产并募集配套资金，交易标的包括由 中油投资持有的中油珠海100%的股权、天达利通持有的天达胜通100%的股权以及由中油中泰持有的南通中油51%的股权、甘河中油40%的股权。 前三季度净利润同比增长9.43% 公开资料显示，胜利股份是一家主要从事天然气、塑胶管道等业务领域的公司，拥有胜利燃气、胜邦塑胶等产业品牌，并在全国范围内建立了营销网络和 服务体系。 10月27日，胜利股份发布2025年三季报，2025年前三季度实现营业收入30.42亿 ...

Core Viewpoint - The resignation of Lai Yuwen, the president of Wanhe Electric, just over a month after being appointed to the board, raises questions about the company's governance and leadership stability [2][4][6]. Group 1: Resignation Details - Lai Yuwen resigned from his position as a non-independent director and president of Wanhe Electric due to personal reasons, and he will no longer hold any positions within the company or its subsidiaries [2][4]. - The company stated that the work related to Lai's responsibilities has been handed over in an orderly manner, and his resignation will not affect the company's normal operations [4][6]. Group 2: Background and Significance - Lai Yuwen was elected as a non-independent director on September 17, with 96.08% of the votes in favor, indicating strong shareholder support for his appointment [4][6]. - His appointment marked the first time a professional manager was introduced to the board of Wanhe Electric, seen as a significant step towards optimizing the company's governance structure [5][8]. Group 3: Company Performance - Despite challenges in the kitchen appliance industry, Wanhe Electric reported revenue growth, achieving a total operating income of 5.524 billion yuan, a year-on-year increase of 5.54%, and a net profit of 479 million yuan, up 5.57% [11]. - The company's growth has been attributed to an increase in overseas market sales, with export revenue rising over 26% and accounting for more than 40% of total revenue in the first three quarters of 2025 [11].

Core Viewpoint - Victory Co., Ltd. plans to acquire gas-related assets controlled by its controlling shareholder and its affiliates, and will resume trading on November 11, 2025 [2][4]. Group 1: Acquisition Details - The company intends to issue shares and pay cash to purchase gas-related assets, including 100% equity of Zhongyou Zhuhai held by Zhongyou Investment, 100% equity of Tianda Shengtong held by Tianda Litong, and 51% equity of Nantong Zhongyou and 40% equity of Ganhe Zhongyou held by Zhongyou Zhongtai [4][6]. - The transaction is expected to constitute a major asset restructuring and related party transaction, but will not result in a restructuring listing [6]. Group 2: Strategic Implications - The acquisition aims to enhance the company's profitability, integrate industry resources, and deepen its layout in the gas industry, aligning with industry development trends [6]. - Post-transaction, the company's main business scope will remain unchanged, but its core competitiveness in the gas business will be further strengthened [6]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported revenue of 3.042 billion yuan, a year-on-year decrease of 5.07%, while the net profit attributable to shareholders increased by 9.43% to approximately 120 million yuan [7][8]. - The company plans to distribute cash dividends of 0.15 yuan per 10 shares, totaling approximately 13.2 million yuan, to reward shareholders [8]. Group 4: Market Position - As of October 27, 2025, the company's stock price was 3.78 yuan per share, with a total market capitalization of 3.3 billion yuan [9].

Group 1 - The U.S. stock market experienced a significant rise, with technology stocks leading the gains, as the Nasdaq index surged by 2% and the S&P 500 index increased by nearly 1% [1][3] - The Senate's progress towards ending the longest government shutdown in history has positively impacted both stocks and Bitcoin, while bonds have declined [2][3] - Analysts view the Senate's movement towards reopening the government as a breakthrough, which is expected to provide investors with clearer economic data and insights into Federal Reserve policy [4][5] Group 2 - The absence of official data has led decision-makers to adopt a more cautious stance regarding interest rate cuts, with the delayed September employment report expected to be released shortly after the government reopens [5] - The Chinese assets also saw a significant increase, with the Chinese concept stock index rising nearly 2% [6] - St. Louis Fed President Alberto Musalem anticipates a strong rebound in the U.S. economy in early next year, attributing this to the end of the government shutdown, fiscal support, previous rate cuts, and regulatory easing [8]

（原标题：故宫讣告：耿宝昌逝世） 来源：故宫博物院、长安街知事 耿宝昌是被文博界誉为"人间国宝"、"中国古陶瓷鉴定第一人"的泰斗级人物。 据故宫博物院介绍，耿宝昌，男，汉族，1922年生于北京，祖籍河北辛集（束鹿）。1956年应聘到故宫 博物院工作，长期从事中国古陶瓷及其他古代工艺品的研究，重点研究历代陶瓷。撰写的《明清瓷器鉴 定》为国内首部古陶瓷研究鉴定学论著。 耿宝昌与冯先铭同为中国水下考古发起人。对丝绸之路作了详尽的考察。 1986年，耿宝昌将瓷器、铜器等文物22件捐献故宫博物院。他半个多世纪鉴定文物数百万件，足迹遍及 全国各地，却没有一件个人收藏品，高风亮节令人敬佩。 故宫博物院11月10日发布讣告，中国共产党优秀党员，中国著名古陶瓷研究专家、国家文物鉴定委员会 副主任委员、中国古陶瓷学会名誉会长，故宫博物院研究馆员、故宫博物院学术委员会资深委员、故宫 学研究院古陶瓷研究所名誉所长耿宝昌先生于2025年11月10日6时50分在北京逝世，享年103岁。 耿宝昌资料图。图源：故宫博物院网站 耿宝昌先生遗体告别仪式定于11月16日上午9时在北京八宝山殡仪馆东礼堂举行。 ...

【导读】德明利首次透露正筹划再融资事项，近三个交易日两次触及涨停 11月10日晚间，德明利（001309）发布股票交易异常波动公告，首次透露其正在筹划再融资事项。 自9月初至今，德明利累计发布4份股票交易异常波动公告，但是在股价异动前夕两次披露了股东减持计划。 9月11日至11月10日，德明利股价累计涨幅达197.87%。截至11月10日收盘，德明利股价报282.74元/股，涨幅达 5.89%，总市值为641.5亿元。 连续多次股价异动 提示筹划再融资事项存在不确定性 数据显示，9月11日至11月10日，德明利累计4次出现股票交易异常波动。 比如，11月6日、11月7日、11月10日，德明利连续3个交易日的收盘价涨幅偏离值累计超20%，属于《深圳证券 交易所交易规则》规定的股票交易异常波动情况。 具体来看，德明利在11月6日封死涨停板；11月7日盘中触及涨停，收盘涨幅达8.04%。 同时，9月12日至11月10日，德明利11次登上龙虎榜，包含11月6日和11月10日。 区别于此前股价异动公告，德明利在11月10日晚间公告称，公司正在筹划再融资事项，但尚处于内部沟通阶段， 未制定明确方案，具体融资方式及金额未确 ...

【导读】苏农银行刚聘任的行长与副行长，计划增持公司股份超180万元 中国基金报记者 江右 前几天刚获聘为行长的王亮和副行长的费海滨、耿植，计划增持苏农银行的股票不少于180万元。王 亮、费海滨、耿植都是苏农银行新提拔的行领导，分别为1982年、1986年、1985年出生。 值得注意的是，王亮、费海滨、耿植均为苏农银行刚聘任的行领导。11月4日晚间，苏农银行公告披 露，行长庄颖杰因工作变动原因离任。苏农银行董事会聘任1982年出生的王亮担任新任行长，王亮曾任 扬州农村商业银行副行长、江南农村商业银行副行长。同时，苏农银行还聘任费海滨和耿植为副行长。 三位行领导刚上任就出手增持苏农银行的股票，彰显出对苏农银行发展的信心。苏农银行2024年财报显 示，刚离任的行长庄颖杰的税前年薪为180.39万元，按45%个税税率算的话，税后应该在百万左右。 苏农银行官网介绍，该行是农村金融改革的领航者。1996年与农行"分门"独立运作，2004年改制组建吴 江农商银行，是全国第四家农商银行，2007年开始跨区域经营，在苏州以外的异地设立1家分行、13家 支行，2016年在上海证券交易所上市，是全国第四家A股上市农商银行，2019 ...

Core Insights - Newly appointed executives of Su Nong Bank plan to increase their shareholding by at least 1.8 million yuan, reflecting their confidence in the bank's future development and long-term investment value [1][4]. Management Changes - Wang Liang has been appointed as the new president of Su Nong Bank, while Fei Haibin and Geng Zhi have been appointed as vice presidents. All three executives are newly promoted and were born in 1982, 1986, and 1985 respectively [4]. Shareholding Plans - The executives plan to increase their holdings within six months from the announcement date, with Wang Liang intending to invest at least 800,000 yuan, and both Fei Haibin and Geng Zhi planning to invest at least 500,000 yuan each. The funds for these purchases will come from their own resources [1][4]. Financial Performance - For the first three quarters of 2025, Su Nong Bank reported a revenue of 3.23 billion yuan, a year-on-year increase of 0.08%, and a net profit attributable to shareholders of 1.708 billion yuan, up 5.01% year-on-year. As of the end of the third quarter, the bank's total assets amounted to 226.749 billion yuan, with net assets attributable to shareholders at 18.687 billion yuan [4]. Stock Market Performance - On November 10, Su Nong Bank's stock price increased by 0.19%, closing at 5.31 yuan per share, with a total market capitalization of 10.72 billion yuan. The price-to-book ratio stands at 0.57, and the dynamic price-to-earnings ratio is 5.3 [5][6].

此前，10月15日，浙商证券曾公告称，收到实际控制人浙江省交通投资集团有限公司相关文件，因浙商证券董事长吴承根到龄退休，提名钱文海为 公司董事长人选。浙商证券相关人士彼时表示，此次"新老交替"既是企业领导层的正常更替，也是基于长远战略考量做出的关键布局。 【导读】浙商证券（601878）董事长吴承根到龄退休，钱文海正式履职 浙商证券11月10日公告，吴承根因到龄退休，申请辞去公司董事、董事长等职务，辞任后不在公司及公司控股子公司担任任何职务。 同日，浙商证券召开临时股东会，审议通过公司董事长兼任总裁事项，自股东会当日起，钱文海正式履行公司董事长等职务，同时兼任公司总裁、 代行财务负责人。 据浙商证券相关人士透露，浙商证券未来发展方向是聚焦三大核心任务：一是稳步推进国都证券整合，释放协同效能；二是冲刺"中大型券商"目 标，实现行业进位。根据公司战略规划，到2030年末，力争营收、利润总额、总资产、净资产等核心指标全面翻倍，综合实力进入行业前15位；三 是夯实合规风控基础，筑牢发展底线。 浙商证券对吴承根在任期间的贡献给予高度评价，称赞他"开拓创新、恪尽职守、勤勉尽责"，有力推动了公司的可持续健康发展。 1965 ...

Core Viewpoint - Demingli has disclosed plans for refinancing, which has led to significant stock price fluctuations and trading activity in recent weeks [2][4]. Group 1: Stock Performance - From September 11 to November 10, Demingli's stock price increased by 197.87%, closing at 282.74 CNY per share on November 10, with a market capitalization of 64.15 billion CNY [2][4]. - The stock experienced a closing price increase of 5.89% on November 10, following a series of trading anomalies [2][3]. Group 2: Trading Anomalies - Demingli has issued four announcements regarding abnormal stock trading fluctuations since September 11, with three consecutive days of significant price increases noted on November 6, 7, and 10 [4][6]. - The stock's price deviation exceeded 20% on multiple occasions, qualifying as abnormal trading behavior under Shenzhen Stock Exchange regulations [4][8]. Group 3: Shareholder Actions - Prior to the stock price fluctuations, Demingli's major shareholders announced plans to reduce their holdings, with a total of up to 570,000 shares (2.51% of total shares) planned for sale [8][11]. - The reduction plans were executed, and further announcements indicated additional share reductions by other major shareholders [11][13].