Core Insights - The third Hubei Food Industry Chain Expo will be held from December 12 to 14 in Wuhan, featuring 13 provincial exhibition groups and over 100 innovative companies [1][2] - The expo aims to align with national and provincial food industry trends, focusing on resource integration and addressing market demands through four key thematic areas [1] - The event will showcase regional specialties from various provinces, emphasizing the diversity of China's food industry [2] Group 1 - The expo will feature major industry players such as COFCO and Moutai, alongside emerging companies focusing on health snacks and new beverage trends [2] - A "Health Living Experience Zone" will be established, introducing AI smart consultation services for personalized dietary advice [2] - The event will promote the concept of "food as medicine," showcasing 106 types of health-oriented foods and encouraging a new consumer mindset [2] Group 2 - The expo will coincide with the 33rd China Food Expo and other related events, enhancing resource aggregation and driving high-quality development in Hubei's food industry [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 长江商报消息 全球化科技集团美的集团（000333.SZ、00300.HK）的百亿元巨额回购完成了！ 12月8日，美的集团发布公告称，公司100亿元股份回购方案已实施完毕。此次回购于2025年6月17日首 次启动，截至12月8日，累计回购股份1.35亿股，占公司总股本1.76%，总支付金额约100亿元，达到回 购方案金额上限。本次回购股份中的70%及以上将予以注销。 长江商报记者注意到，美的集团2025年抛出了两轮大手笔回购，除了上述百亿规模的回购外，还有一轮 15亿元至30亿元规模的回购方案正在实施中，目前已投入15.1亿元。 美的集团还通过稳定分红回报股东。数据显示，2013年上市以来，美的集团累计分红金额达1381.95亿 元，分红比例高达46%。 一年两次大手笔回购 历时半年，美的集团的巨额回购方案顶额完成。 美的集团表示，本次回购股份用于注销减资及实施股权激励或员工持股计划，其中70%及以上将用于注 销。公告显示，9500万股回购股份将依法注销，注销后公司总股本将降至约75.96亿股。 作为A股市场的回购常客，美的集团在2025年4月还抛出了一份最高 ...

长江商报消息 ●长江商报记者 汪静 光模块板块狂舞，CPO龙头之一的天孚通信（300394.SZ）股价接连大涨。 12月9日，天孚通信收涨1.37%，报240.15元/股，总市值约为1867亿元，创历史新高。长江商报记者粗 略计算，近12个交易日，天孚通信股价累计涨幅达70%。 12月8日晚间，天孚通信发布股票交易异常波动公告。公告中，天孚通信宣布，公司目前正在筹划在香 港联交所发行H股上市事项，相关细节和方案尚未确定。 长江商报记者注意到，人工智能行业加速发展，全球数据中心建设带动了高速光器件产品需求的持续稳 定增长，天孚通信充分受益，近几年业绩高速增长。2025年前三季度，公司的营业收入达39.18亿元， 归母净利润达14.65亿元。 目前，天孚通信已形成苏州和新加坡全球双总部，并布局有海外生产基地。2025年上半年，天孚通信外 销收入为19.22亿元，占比达78.28%。 股价狂舞创新高 据悉，天孚通信既是光模块上游光器件与光组件核心供应商，又是800G、1.6T光模块的代工方；掌握 CPO场景多通道光纤耦合阵列、高功率光引擎等核心技术。 投资者活动记录表披露，天孚通信目前已具备800G及1.6T高速光 ...

Core Viewpoint - The company, Helen Zhe (300201.SZ), plans to initiate a new share buyback program, utilizing its own funds to repurchase part of its A-shares, with a total investment ranging from 50 million to 100 million RMB, aimed at implementing an employee stock ownership plan or equity incentives [2][4]. Group 1: Buyback Plan - The buyback will be conducted through centralized bidding, with a maximum repurchase price set at 7.50 RMB per share [4]. - If the total buyback amount reaches the upper limit of 100 million RMB, approximately 13.33 million shares, accounting for 1.32% of the company's total share capital, are expected to be repurchased [4]. - The implementation period for the buyback is set to not exceed 12 months from the board's approval date [4]. Group 2: Financial Performance - For the first three quarters of 2025, the company reported revenue of 1.29 billion RMB, representing a year-on-year increase of 28.75%, and a net profit attributable to shareholders of 176 million RMB, up 32.57% year-on-year [2][6]. - The company has maintained a steady growth trend, with a non-recurring net profit of 154 million RMB, reflecting an 18.82% year-on-year increase [6]. Group 3: R&D and Innovation - The company emphasizes R&D as its core competitive advantage, with cumulative R&D expenses reaching 157 million RMB over the past three years, and holding 318 valid authorized patents as of mid-2025 [2][7]. - Recent R&D expenditures were reported as 50.43 million RMB, 64.87 million RMB, and 41.72 million RMB for the years 2023 to the first three quarters of 2025, showing year-on-year growth rates of 13.76%, 28.65%, and 10.89% respectively [7]. Group 4: Market Strategy - The company has adopted a dual-driven strategy focusing on both domestic and international markets, solidifying its market share in core sectors such as electricity, firefighting, and military while expanding its global footprint [6][7]. - In the first half of 2025, overseas revenue reached 17.95 million RMB, accounting for 2.24% of total revenue, with new order amounts exceeding 30 million RMB, indicating significant progress in international business [7].

长江商报消息 伊利股份（600887）（600887.SH）正积极履行承诺，实施"大手笔"中期分红。 12月8日晚间，伊利股份发布2025年中期权益分派实施公告，公司本次利润分配以方案实施前的公司总 股本63.25亿股为基数，向全体股东每股派发现金红利0.48元（含税），共计派发现金红利30.36亿元。 长江商报记者发现，这是伊利股份上市后首次进行中期分红，公司2025年前三季度实现归母净利润 104.26亿元，此次分红率约为29%。 业绩方面，2025年前三季度，伊利股份实现营业总收入905.64亿元，同比增长1.71%；归母净利润 104.26亿元，同比下降4.07%。 长江商报记者发现，2025年前三季度，伊利股份营业总收入完成了全年目标超过76%，实现计划可能性 较大。 值得一提的是，2025年前三季度，伊利股份销售毛利率达35.32%，较上年同期34.81%提高0.51个百分 点，而且创下近4年来新高。 中期分红率为29% 以稳健经营及业绩稳步提升为基础，高分红水平、高股息率一直是伊利股份在资本市场的标签。 作为行业龙头，伊利股份在2025年中期带头进行"大手笔"分红。 12月8日晚间，伊利股份发布 ...

长江商报记者注意到，作为传统的金属结构件供应商，科森科技近年来拓展医疗、储能领域，丰富业务结构。其 中，科森医疗主要经营微创手术器械产品的加工与出口业务。 然而，受外部市场环境变迁与影响，科森医疗的业务发展面临挑战。同时，科森医疗的技术路径与客户群体均与 科森科技的核心主业存在差异，协同效应有限。因此，科森科技决定通过此笔资产出售，退出医疗业务，改善现 金流。 数据显示，2023年至2025年前9个月，科森科技持续亏损，归属于上市公司股东的净利润(以下简称"归母净利润") 累计亏损8.73亿元。 截至2025年9月末，科森科技资产总额51.2亿元，资产负债率58.34%，期末公司应收账款规模仍高达11.74亿元。 科森科技初步计算，本次交易预计将增加公司2025年度投资收益约6亿元(计入非经常性损益)。 拟9.15亿出售科森医疗100%股权 根据出售计划，科森科技将其持有的科森医疗100%的股权转让给江苏耀岭科医疗科技有限公司(以下简称"耀岭 科")。本次交易完成后，上市公司将不再持有科森医疗股权，科森医疗不再纳入上市公司的合并报表范围。 业绩持续承压，科森科技（603626）(603626.SH)通过"瘦身 ...

Core Viewpoint - Weidi Co., Ltd. (603023.SH) has announced a significant asset restructuring plan to acquire control of Jiangsu Jiuxing Precision Technology Co., Ltd. through a cash transaction, aiming to enhance overall asset quality and core competitiveness [1][2]. Group 1: Acquisition Details - The acquisition will be executed in two phases: first, acquiring 51% of the shares from Jiuxing's controlling shareholder, and second, acquiring additional shares from other shareholders to achieve control [2]. - The transaction does not involve issuing new shares and is not expected to impact the company's performance in 2025 [2]. Group 2: Business Overview of Jiuxing Precision - Jiuxing Precision focuses on the R&D, production, and sales of precision metal components, with core products including embedded hinges and precision slides, primarily serving the mid-to-high-end home appliance sector [3]. - The company has established six production bases and has been recognized as a "little giant" enterprise by the national government [2][3]. Group 3: Weidi's Business Strategy - Weidi Co., Ltd. has faced performance pressures, with a net profit loss of 15.74 million yuan in 2023, although it returned to profitability in 2024 with a net profit of 5.06 million yuan [4][5]. - The company has initiated a "dual-track strategy" to optimize its asset structure by divesting loss-making assets and expanding its business boundaries through acquisitions [5][6]. - Recent acquisitions, including a 51% stake in Alpha Silicon, have diversified Weidi's product offerings and market reach, laying a foundation for long-term growth [6].

Core Viewpoint - International Industry (000159) is conducting its first refinancing after a change in ownership, planning to raise up to 662 million yuan through a private placement to its controlling shareholder, Xinjiang Rongneng Investment Development Co., Ltd, entirely for replenishing working capital [2][5]. Group 1: Financing Details - The company intends to issue no more than 144 million shares at a price of 4.59 yuan per share, with the total fundraising amount approximately 662 million yuan [5]. - Xinjiang Rongneng's funding sources for the subscription include 61.9 million yuan of its own funds and 600 million yuan of self-raised funds, primarily through stock pledge loans and bank loans [4][9]. - Xinjiang Rongneng currently has a share pledge rate of 70%, with total pledge financing amounting to 240 million yuan [9]. Group 2: Historical Context - Previous attempts for private placements to the controlling shareholder have failed, including a plan in 2022 to raise 963 million yuan, which was ultimately abandoned when the controlling shareholder withdrew [6][8]. - The company had also planned a 665 million yuan private placement in 2024, which also did not materialize [8]. Group 3: Financial Performance - The company's financial performance has been unstable, with significant losses reported in 2024 amounting to 439 million yuan, and only a slight profit of 20 million yuan in the first three quarters of 2025 [4][13]. - Revenue figures from 2022 to 2025 show fluctuations, with a peak of 4.514 billion yuan in 2023 and a drop to 1.302 billion yuan in the first nine months of 2025, reflecting a year-on-year decline of 46.47% [13]. - The company has not distributed cash dividends in the past four years, indicating potential liquidity issues [4]. Group 4: Operational Challenges - The company faces high accounts receivable, which increased from approximately 249 million yuan in 2022 to 639 million yuan by September 2025, raising concerns about potential bad debt [13][14]. - Prepaid accounts have also remained high, with values around 290 million yuan to 301 million yuan, previously leading to legal disputes over uncollectible amounts [14]. - The company operates in a competitive market, particularly in the photovoltaic and transmission tower sectors, which may impact its market share and profitability if it fails to innovate [12].

长江商报消息●长江商报记者 徐佳 时隔一年，永达股份（001239.SZ）再推资产并购，加强对核心子公司的控制。 12月8日晚间，永达股份披露重组预案，拟以发行股份及支付现金的方式收购江苏金源高端装备有限公 司（以下简称"金源装备"）49%股权，并募集配套资金。 长江商报记者注意到，2025年10月，永达股份作价6.12亿元收购金源装备51%股权。本次交易完成后， 金源装备将成为上市公司的全资子公司。 由于金源装备在高速齿轮箱锻件领域市场影响力较高，具备市场领先优势。通过本次交易，永达股份将 提高对金源装备的控制力和权益比例，提升公司持续盈利能力，进一步巩固上市公司在大型、异形、高 端专用设备金属结构件和锻件领域的领先地位，夯实核心竞争力。 值得关注的是，本次交易中，交易对手方承诺，2025年至2028年金源装备累计实现净利润不低于3.3亿 元。 数据显示，2025年前9个月，金源装备净利润1.97亿元，已经超过2023年和2024年总和。 长江商报记者注意到，首笔交易中永达股份保留了金源装备原实控人葛艳明在金源装备的股权，并通过 葛艳明进入上市公司董事会的方式绑定其与上市公司之间的共同利益，既实现了对金源装 ...

长江商报消息 ●长江商报记者 沈右荣 央企中国五矿旗下资产大整合！ 12月8日晚，中国中冶（601618.SH，01618.HK）发布重大业务调整公告，拟剥离旗下的地产资产和矿 产资产，交易价款约为607亿元。 本次资产剥离分为两部分：第一部分，中国中冶拟将中冶置业集团有限公司（简称"中冶置业"）100% 股权及公司对中冶置业的相关债权转让给五矿地产，交易作价312.37亿元；第二部分，中国中冶拟将另 外五家矿业子公司全部或部分股权转让给中国五矿，交易价款约为294.40亿元。 中国中冶是以冶金建设为核心主业的特大型建筑央企，是全球最大的冶金建设承包商和冶金企业运营服 务商。剥离地产资产、矿产资产，中国中冶称，旨在优化公司业务结构、聚焦核心主业。 长江商报记者发现，五矿地产受让中冶置业后，将诞生一家新的千亿地产央企。 中冶置业是国务院国资委首批认定的16家以房地产为主业的中央企业之一，总资产超过800亿元。五矿 地产是中国五矿下属一级公司，主营地产开发，总资产超过300亿元。 剥离地产和矿产聚焦主业 出售607亿元资产，中国中冶大"瘦身"。 值得一提的是，10年前的2015年，央企中冶集团与中国五矿联合重组， ...