长江商报消息 ●长江商报记者 黄聪 受房地产市场调整等影响，中国能建（601868.SH、03996.HK）利润虽在下滑，但公司增长韧性进一步 彰显。 12月13日，中国能建发布公告显示，公司两海外项目获得贷款额度16.54亿元和16.84亿元，合计33.38亿 元。 近3年，中国能建国际业务签约、营业收入、利润总额、投资完成额基本保持两位数增长，增幅稳居中 央企业前列。 2025年前三季度，中国能建国际业务新签合同额、营业收入与利润总额同比分别增长12.67%、 21.21%、21.29%。 与此同时，2025年前三季度，中国能建实现新签合同额、营业收入、利润总额分别为9927.75亿元、 3235.44亿元、85.07亿元，分别同比增长0.40%、9.62%、0.09%，整体经营呈现"主业更强、结构更优、 韧性更足"的良好态势。 而且，前三季度，中国能建战略性新兴产业营业收入同比增长16.75%，占比38.81%，新质生产力加速 形成，产业结构持续向高端化升级。 国际业务营收增21.21% 中国能建是一家为我国乃至全球能源电力、基础设施等行业提供系统性、一体化、全周期、一揽子发展 方案和服务的科技创新型、 ...

长江商报记者 汪静 宁沪高速（600377）（600377.SH）继续建设宁扬长江大桥项目。 获外资青睐 12月10日晚间，宁沪高速发布公告称，公司控股子公司江苏龙潭大桥有限公司（以下简称"龙潭大桥公 司"）拟投资不超过90.33亿元建设宁扬长江大桥南接线项目。此举旨在完善区域高速公路网络、尽快发 挥宁扬长江大桥及宁扬长江大桥北接线项目的通道功能、巩固公司在苏南路网内的主导地位。 宁沪高速是江苏省唯一的上市路桥公司，盈利能力整体表现不错。 长江商报记者注意到，二级市场上，宁沪高速颇受外资关注。其中，2024年四季度以来，宁沪高速连续 四个季度获黑石集团加仓，截至2025年9月末，黑石集团以1.26亿股、2.49%的持股比位列第三大股东。 投建宁扬长江大桥南接线项目 12月10日晚间，宁沪高速发布公告称，公司控股子公司龙潭大桥公司拟投资不超过人民币90.33亿元建 设宁扬长江大桥南接线项目。 为保障项目顺利实施，宁沪高速拟以32.7亿元向龙潭大桥公司增资，南京公路发展（集团）有限公司将 以12.47亿元对龙潭大桥公司增资，其余建设资金45.16亿元将由龙潭大桥公司向银行贷款等方式筹集。 增资完成后，宁沪高速对龙 ...

Core Viewpoint - Tongyi Zhong plans to invest approximately 198 million yuan to establish a high-performance polyethylene fiber project, aiming to diversify profit growth through applications in various fields such as safety protection, high-end textiles, marine engineering, medical health, and humanoid robots [2] Group 1: Investment and Expansion - The company will utilize self-owned or self-raised funds for the project, which is expected to produce 2,400 tons of ultra-high molecular weight polyethylene fiber annually [2] - In December 2024, the company announced the acquisition of 75.80% of Supermes New Materials Co., Ltd. for 243 million yuan, making it a subsidiary [2] - This acquisition is a strategic move to enter the aramid fiber market, enhancing the company's supply capabilities in the safety protection sector [2] Group 2: Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 719 million yuan, a significant increase of 68.03% year-on-year, with a net profit attributable to shareholders of 93.03 million yuan, up 14.15% [3] - The company has successfully developed high molecular fiber tendon products for humanoid robots, entering the supplier list of several leading robotics companies [3] Group 3: Technological Advancements - The company has made progress in the robotics sector, overcoming technical challenges related to high molecular tendon ropes, and has developed various end-termination methods with a noticeable increase in order volume [3] - The company is also advancing into the aramid fiber and aramid paper sectors, establishing a second growth curve for its development [3]

长江商报奔腾新闻记者 沈右荣 火爆的人形机器人赛道，资本争相涌入。 12月9日晚，永茂泰（605208.SH）公告称，为了完善汽车轻量化零部件产品布局，拓展镁合金材料零 部件产品，抢占机器人行业发展新机遇，拓展新的盈利增长点，公司拟通过全资子公司安徽永茂泰汽车 零部件有限公司（以下简称"安徽零部件"）投资约4亿元，建设镁铝合金新材料汽车和机器人零部件智 能制造项目。 公告称，该项目旨在完善永茂泰汽车轻量化零部件产品布局，拓展镁合金材料零部件产品，抢占机器人 行业发展新机遇。同时，公司也提示风险称，项目面临市场竞争激烈、需求增长不及预期、技术更迭等 风险等。 成立于2002年的永茂泰是一家汽车铝合金及零部件制造企业，2021年3月在A股上市，主营业务涵盖铝 合金液、铝合金锭和汽车零部件三大板块。 不过，永茂泰资金不足。截至2025年9月末，公司货币资金仅1.67亿元，有息负债19.91亿元，需要警惕 财务风险。 目前，永茂泰正积极布局机器人新赛道。2025年半年报显示，永茂泰凭借在汽车零部件领域积累的技 术、质量、管理、渠道与成本优势，与多家机器人公司、高校研发机构开展合作，实现多点开花式突 破。 2025年1 ...

Core Viewpoint - Huafeng Aluminum Industry (601702.SH) is pursuing a strategic acquisition of 100% equity in Shanghai Huafeng Puen Polyurethane Co., Ltd. for 88.53 million yuan, aiming to enhance its operational capacity and resource allocation efficiency amid expansion expectations in the aluminum thermal transmission materials sector [2][4]. Group 1: Acquisition Details - The acquisition involves a cash payment of 100 million yuan, adjusted to 88.53 million yuan due to the presence of unregistered property valued at 11.52 million yuan [2]. - The transaction is classified as a related party transaction and does not constitute a major asset restructuring [2]. Group 2: Financial Performance of Huafeng Puen - In 2024 and January to October 2025, Huafeng Puen reported revenues of 663,900 yuan and 411,500 yuan, respectively, with net losses of 5.07 million yuan and 4.44 million yuan [3]. - As of October 31, 2025, Huafeng Puen's total assets were 53.76 million yuan, while total liabilities reached 126 million yuan, resulting in a negative net asset value of 72.38 million yuan [3]. Group 3: Huafeng Aluminum Industry's Operations - Huafeng Aluminum Industry, primarily engaged in the research, production, and sales of aluminum plates and foils, achieved a revenue of 9.11 billion yuan in the first three quarters of the year, reflecting an 18.63% year-on-year growth [5]. - The company reported a net profit of 896 million yuan, a 3.24% increase compared to the previous year, indicating stable sales growth and ongoing product structure optimization [5]. Group 4: Strategic Rationale for the Acquisition - The acquisition is expected to provide Huafeng Aluminum with essential space and resources to alleviate material storage and circulation constraints, thereby supporting the development of new businesses such as stamping parts and new alloy materials [4][5]. - The proximity of Huafeng Puen's facilities to Huafeng Aluminum's operations is seen as a strategic advantage for enhancing operational efficiency and market competitiveness [4][5].

资料显示，*ST围海成立于1988年6月25日，于2011年6月2日在深圳证券交易所上市。公司的主营业务 为各类水利水电工程、房屋建筑工程、市政工程、港口与航道工程及辅助生产设施工程等施工。 近年来，*ST围海业绩持续承压。财务数据显示，2022年至2024年，公司实现营业收入分别为25.6亿 元、21.33亿元、24.83亿元，公司连续三年录得归母净利润亏损，分别亏损4.97亿元、1.37亿元、1.51亿 元。 长江商报奔腾新闻记者发现，2025年前三季度，*ST围海业绩迎来了回暖，其归母净利润更是实现自 2022年以来首次同期盈利。报告期内，公司实现营业总收入12.9亿元，归母净利润3752万元，实现扭亏 为盈。 长江商报奔腾新闻见习记者 王浩男 国内水利工程建筑商*ST围海（002586.SZ）近期再次斩获大额订单。 12月9日，*ST围海发布公告称，公司作为牵头方，与中国建筑西南勘察设计研究院有限公司组成的联 合体，已确认为"云南省曲靖市罗平县智慧农业项目工程总承包（EPC）三标段"的中标单位。项目中标 金额为6.52亿元。根据公告，此次中标金额约占公司2024年度经审计营业总收入的26.27%。 在 ...

Core Viewpoint - Ninghu Expressway (宁沪高速) is investing up to 9.033 billion RMB in the construction of the Nanyang Yangtze River Bridge South Connection Project to enhance regional highway networks and solidify its leading position in the southern Jiangsu road network [1][3][4] Group 1: Project Investment - The company plans to invest no more than 90.33 billion RMB in the Nanyang Yangtze River Bridge South Connection Project [1][3] - To ensure the project's smooth implementation, Ninghu Expressway will increase its investment in Jiangsu Longtan Bridge Co., Ltd. by 3.27 billion RMB, while Nanjing Highway Development Group Co., Ltd. will invest 1.247 billion RMB [3] - The remaining construction funds of 4.516 billion RMB will be raised through bank loans and other means [3] Group 2: Company Performance - Ninghu Expressway is the only listed toll road company in Jiangsu Province and has shown strong profitability [2][5] - From 2020 to 2024, the company's revenue increased from 8.032 billion RMB to 23.2 billion RMB, and net profit rose from 2.464 billion RMB to 4.947 billion RMB [5] - In the first three quarters of 2025, the company reported a revenue of 12.981 billion RMB, a year-on-year decrease of 7.66%, and a net profit of 3.837 billion RMB, down 6.86% year-on-year [5] Group 3: Shareholder Interest - The company has attracted significant foreign investment, particularly from BlackRock, which has increased its stake over four consecutive quarters, holding 126 million shares, or 2.49%, as of September 2025 [2][7] - Other notable shareholders include JPMorgan Chase and State Street Bank, indicating strong interest from institutional investors [6][7]

长江商报消息 ●长江商报公益记者 杨蝶 牧原股份表示，此次捐赠是公司根据自身盈利能力及财务状况进行的合理安排，是公司积极履行社会责任、回馈 社会的重要表现。 长江商报公益记者注意到，这是牧原股份时隔不到两个月作出的第二次捐赠，此前的10月30日晚间，公司曾宣 布，为积极履行社会责任，资助公益教育、科研事业的建设及发展，已自愿向杭州市西湖教育基金会捐赠1亿元， 其中6000万元留于杭州市西湖教育基金会用于资助西湖大学人才建设、学科建设、基础建设、学生培养、学术交 流、科研与其他人员薪酬奖励补助以及与动物营养、智慧农业、生命健康、畜牧生产与智慧兽医等相关研究领域 的发展；4000万元用于资助西湖大学参与支持共建的南阳市西湖牧原合成生物研究院的建设及发展。 除了近期这两大善举外，近年来，牧原股份坚持将企业发展与所在地可持续发展深度融合，慈善版图持续扩张。 在2024年度环境、社会及公司治理（ESG）报告中，牧原股份介绍，助农增收方面，公司根据农民需求派遣专业 人员深入田间，帮助农户翻耕旋耕土地、播种种植、一喷三防、提供农机、除草捆草、秸秆离田、抗旱排涝等， 指导种植技术和作物管理，提升农作物产量与质量，推动农业现代 ...

Core Viewpoint - Fudan University has received significant donations totaling 130 million yuan, marking a strong commitment from its board members and alumni to support the institution's development and enhance its status as a world-class university [1][2][5]. Group 1: Donations and Contributions - A series of donation signing ceremonies were held, with a total of 130 million yuan in new donations announced [1][2]. - Notable donations include 100 million yuan from board member Li Duozhu to establish a fund for the Department of Atmospheric and Oceanic Sciences, aimed at enhancing technological capabilities and contributing to national strategies [2][3]. - Alumni contributions include 10 billion yuan from Li Ping and Liao Mei for the establishment of the Xue Min Institute, along with additional donations for various development funds [5][6]. Group 2: Board Development and Structure - Since 2025, Fudan University has added 8 new board members, bringing the total to 55, which includes 10 senior board members [3][5]. - The board's support has been crucial in advancing the university's educational initiatives and establishing new development funds [3][6]. Group 3: Impact on Education and Research - The donations are aimed at supporting interdisciplinary research, talent cultivation, and the establishment of a robust innovation ecosystem at Fudan University [3][5]. - The university is focusing on a "4+1 development fund group" to enhance its innovative capabilities and educational offerings [3][6]. - Alumni donations are seen as a way to strengthen the emotional and social responsibility ties between the alumni and the university, contributing to its influence and innovation in education [6].

长江商报消息 汽车零部件公司宁波华翔（002048.SZ）继续加码新能源零部件布局。 12月10日晚间，宁波华翔发布公告称，公司董事会会议审议通过议案，同意公司与实控人控制的企业宁 波峰梅控股有限公司（简称"峰梅控股"）共同以现金出资的方式购买上汽大众持有的上海峰梅动力系统 有限公司（简称"峰梅动力"）100%股权。其中公司出资2.12亿元，持股占比40%。 宁波华翔表示，本次收购旨在推动公司新能源动力领域转型升级，借助峰梅动力的业务基础拓展新能源 零部件产品。对于由关联方收购峰梅动力控股权，宁波华翔表示，这样既能依托上汽大众的产业资源快 速布局，又通过股权结构设计控制投资风险。 长江商报记者注意到，2025年以来，宁波华翔主营业务向好，前三季度扣非净利润达10.71亿元，同比 增加63.72%；经营活动现金净流量为16.79亿元，同比增长58.66%。 2025年，宁波华翔剥离了欧洲业务，并将北美业务作为海外发展的重心。根据三季报，公司顺利出售欧 洲子公司，包括德国、罗马尼亚和英国等6家公司，减少了亏损拖累。公司同时表示，公司坚持把北美 业务作为海外发展的重心，当前首要任务是加强运营能力，稳定生产环境，从而 ...