长江商报消息 ●长江商报记者 徐佳 实习生 骆佳慧 东北证券股权出售尚未落定，亚泰集团（600881.SH）再次计划出售金融资产，全力"保壳"。 7月21日晚间，亚泰集团发布公告，公司拟公开挂牌转让持有的吉林银行股份共3亿股，挂牌底价合计不 低于12.57亿元。交易完成后，亚泰集团对吉林银行的合并持股比例将由6.88%降至4.6%。 长江商报记者注意到，除了出售吉林银行股权之外，亚泰集团还在推进对东北证券股权及酒店资产的出 售。亚泰集团密集实施资产出售的背后是，公司面临"保壳"压力。 数据显示，2021年至2025年上半年，亚泰集团连续四年半归属于上市公司股东的净利润（净利润，下 同）亏损，累计亏损金额将超123.49亿元。截至2025年3月末，亚泰集团资产负债率达93.64%。 本次交易中，吉林银行采用市场法评估的股东全部权益价值为506.44亿元，增值额为4247.61万元，增值 率为0.08%，按照评估基准日吉林银行总股本120.87亿股折算，折合每股4.19元。 对于此次挂牌转让吉林银行的目的，亚泰集团表示，此次交易有利于公司优化资产负债结构，补充流动 资金，且不会对公司主营业务和持续经营能力产生不利 ...

Core Viewpoint - Dongfang Caifu, known as "券茅," has demonstrated significant growth and investment opportunities through the recent share transfer by shareholder Shen Yougen, who plans to sell 158.8 million shares at a price of 21.66 yuan per share, potentially raising approximately 3.44 billion yuan [2][4]. Group 1: Share Transfer Details - Shen Yougen's share transfer involves 158.8 million shares, representing 1% of the company's total share capital, with 27 institutional investors participating in the bidding process [3][4]. - The effective subscription amount for the shares was approximately 311 million shares, indicating a subscription multiple of 1.96 times [4]. - After the transfer, Shen Yougen will retain 0.20% of Dongfang Caifu's shares, valued at approximately 74.4 million yuan based on the closing price [5][6]. Group 2: Financial Performance and Growth - Since its inception, Dongfang Caifu has achieved cumulative profits of approximately 48.8 billion yuan and distributed dividends totaling 4.818 billion yuan [12]. - The company has shown remarkable growth, with net profit increasing from 67 million yuan in 2010 to 9.610 billion yuan in 2024, a growth of 142 times [10]. - Dongfang Caifu's market capitalization surpassed 450 billion yuan in October 2024, with a record trading volume of over 90 billion yuan in a single day [10]. Group 3: Historical Context and Shareholder Wealth - Shen Yougen acquired 4.8% of Dongfang Caifu's shares in 2008 for 144,000 yuan, which has since appreciated to a total wealth of 7.067 billion yuan, yielding a return of 49,000 times [7][8]. - The company's stock price has increased significantly since its IPO, with a closing price of 1861.60 yuan per share on July 22, 2025, representing an increase of over 44 times from the initial offering price of 40.58 yuan [10].

据了解，富维股份作为中国汽车零部件行业的领军企业，在汽车内外饰系统开发、轻量化材料创新应用 及智能视觉技术研发三大核心领域深耕多年，形成了显著的技术优势和产业积累。 长江商报消息 汽车零部件行业知名企业富维股份（600742.SH）再度传来喜讯。 7月21日，富维股份公告，公司收到知名自主豪华品牌主机厂的定点通知书，将作为客户的零部件供应 商，为其两个车型开发座椅产品，并将按照要求完成产品开发工作。项目预计生命周期为6—7年，生命 周期总销售金额预计49亿元。 这一重大订单不仅展现了富维股份在座椅产品方面的技术实力和制造能力，也预示着公司在未来几年的 业绩增长潜力。 持续研发提升核心竞争力 长江商报记者注意到，作为行业领军企业，富维股份多年来以研发投入驱动产品升级，2020年—2024 年，公司累计研发投入达到20.74亿元。据统计，2025年以来，该公司已累计斩获81.5亿元定点订单，研 发与市场拓展形成正向循环。 49亿元座椅项目再落袋 7月21日，富维股份公告，公司收到知名自主豪华品牌主机厂的定点通知书。公司将作为客户的零部件 供应商，为其两个车型开发座椅产品，并将按照要求完成产品开发工作。 根据客户规 ...

Core Viewpoint - The company, GaoDe HongWai, has achieved significant growth in performance and secured new large orders, indicating a strong market position and future revenue potential [1][2][3]. Group 1: New Orders and Contracts - GaoDe HongWai signed contracts totaling 685 million yuan for complete equipment systems and optical systems, which represents 25.59% of the company's audited revenue for 2024 [2]. - A week prior, the company secured another procurement agreement worth 879 million yuan, marking a substantial increase in order volume [4]. - The company has successfully entered the international market, breaking the long-standing monopoly of Western giants in the complete equipment systems sector [3]. Group 2: Financial Performance - For the first half of 2025, the company expects a net profit attributable to shareholders of 150 million to 190 million yuan, reflecting a year-on-year increase of 734.73% to 957.33% [5]. - The non-recurring net profit is projected to rise significantly, with an increase of 13458.61% to 17630.50% [5]. - The growth in performance is attributed to the resumption of delayed project deliveries and the expansion into civilian product sectors, particularly in infrared chip applications [6].

7月21日晚间，海通发展(603162.SH)发布2025年半年度报告，公司上半年实现营业收入18亿元，同比增 长6.74%；净利润8686.61万元，同比下降64.14%。 同日，海通发展发布的定增预案显示，公司拟定增不超过人民币2.1亿元，扣除发行费用后的募集资金 净额将用于"干散货船购置项目"。 海通发展表示，公司拟通过本次发行募集资金购置3艘干散货船舶，继续扩大公司运力规模、优化船队 结构，进一步深化全球航线布局。 公告显示，海通发展本次发行价格为7.00元/股，发行价格不低于定价基准日前20个交易日公司股票交 易均价的80%，相当于打了八折。 需要注意的是，海通发展控股股东、实际控制人曾而斌家族拟包揽公司此次定增。 尽管陷入增收不增利，海通发展（603162）仍坚持扩充运力。 手上现金并不充沛 盈利能力不佳之下，海通发展还计划扩充运力。 半年报中，海通发展称，2025年上半年，公司通过新购船舶以及光船租赁的方式新增运力12艘，截至 2025年6月末已交接8艘，待全部船舶交接完成后，公司长租干散货船舶(使用运力期限在一年及一年以 上)14艘，自营干散货船舶58艘，重吊多用途船1艘，油船3艘，总计散货船 ...

上市近八年，广哈通信（300711）(300711.SZ)首次计划再融资，夯实主业发展。 7月21日晚，广哈通信发布定增预案，拟非公开发行股票募集资金总额为不超过7.5亿元，扣除发行费用后拟用于 新一代智能调度系统建设项目、数智指挥系统升级建设项目、调度指挥系统智能化核心技术研究项目。 作为在智能指挥调度领域领先的国有控股通信企业，广哈通信紧跟国家战略导向与市场需求变化，制定"可靠通信 网络、泛指挥调度系统、数智化服务"三位一体产业布局策略。 长江商报记者注意到，随着产业布局的优化，广哈通信经营业绩稳步提升。2019年至2024年，广哈通信连续六年 业绩增长，营业收入、归属于上市公司股东的净利润(净利润，下同)、扣除非经常性损益后的净利润(扣非净利 润，下同)整体增幅分别达170.6%、373%、573%。 通过本次定增，广哈通信将进一步贯彻落实业务战略布局，优化公司资本结构，提升核心竞争力，支持主营业务 持续发展。 拟定增募资不超7.5亿 根据定增预案，广哈通信拟向不超过35名特定对象，发行股票不超过4983.41万股(含)，募集资金总额不超过7.5亿 元。 按照计划，广哈通信本次定增募集资金，在扣除相关费 ...

Group 1 - Jiangte Electric (002176) is planning a change in control, which may lead to a shift in its actual controller [1][2][4] - The company's largest shareholder, Jiangte Electric Group, holds 14.12% of the shares, and there have been rumors about potential acquisitions by BYD [1][3][5] - Jiangte Electric has faced financial pressure, with a reported cash balance of 714 million yuan and interest-bearing liabilities of 1.507 billion yuan as of Q1 2025 [2][6] Group 2 - The company has experienced significant operational challenges, with consecutive losses expected in 2023 and 2024, primarily due to declining lithium carbonate prices [1][9] - Jiangte Electric's revenue peaked in 2021 and 2022, with revenues of 2.982 billion yuan and 6.572 billion yuan, respectively, but has since faced a downturn [8][9] - The market is hopeful that a new controlling shareholder will bring positive changes and help the company overcome its operational difficulties [10]

7月22日，华丰科技披露公告称，公司拟定向增发募集资金总额不超10亿元，用于高速线模组扩产项 目、通讯连接器研发能力升级项目和补充流动资金等，以提升公司技术水平。 华丰科技是国内率先从事电连接器研发生产的企业之一，主要客户涵盖通信设备制造商、航空航天及防 务集团、汽车制造厂商等。 长江商报记者注意到，近年来，华丰科技持续投入研发，研发费用占销售收入比例基本保持在10%左 右。2024年，公司新申请专利68项，新增授权专利52项。 长江商报消息华丰科技(688629.SH)拟募资扩产。 延期原因是公司基于谨慎性考虑，结合当前募集资金投资项目的实际进展及资金使用情况和资金安全， 确保募集资金发挥应有价值和作用，使募投项目的实施更符合公司长期发展战略的要求。此次延期不会 改变募投项目的投资内容、投资总额、实施主体，不会对公司的正常经营产生不利影响，符合公司发展 规划。 数据显示，截至2025年一季度末，华丰科技货币资金为2.89亿元，资产负债率为48.7%。 因此，在本次定增预案中，华丰科技也表示，随着业务规模的持续增长，公司营运资金的需求规模也相 应提高。本次补充流动资金能够部分满足未来公司业务持续发展产生的营运 ...

Core Viewpoint - Fengmao Co., Ltd. is adjusting its fundraising purposes to establish an intelligent chassis thermal control system production base in Yuyao City, with a total investment not exceeding 1.5 billion RMB [1][3][4]. Group 1: Project Details - The company plans to sign an intention agreement with the Yuyao Industrial Park Management Committee for the new project [3]. - The previous plan to build the project in Jiaxing has been terminated due to strategic adjustments, with funds redirected to the new Yuyao project [4][5]. - The project aims to enhance production capacity for thermal management systems, air suspension systems, and sealing systems to meet market demand and strengthen competitiveness in the automotive supply chain [3][4]. Group 2: Financial Adjustments - The company will adjust part of the previously allocated fundraising for the Jiaxing project to the new Yuyao project, specifically reallocating 60 million RMB [7]. - The Jiaxing project had not commenced implementation or incurred any financial investment [5]. Group 3: Financial Performance - Fengmao Co., Ltd. reported revenues of 608 million RMB, 802 million RMB, and 949 million RMB for 2022 to 2024, with year-on-year growth rates of 9.62%, 31.83%, and 18.34% respectively [8]. - Net profits for the same period were 102 million RMB, 138 million RMB, and 162 million RMB, with growth rates of 46.03%, 35.14%, and 17.03% respectively [8]. - In Q1 2025, the company reported revenues of 196 million RMB, a slight increase of 0.09%, while net profit decreased by 21.04% to 28.72 million RMB [9]. Group 4: R&D Investment - The company has consistently increased its R&D expenses over the past five years, with amounts of 25.74 million RMB, 36.21 million RMB, and 47.19 million RMB from 2022 to 2024, reflecting growth rates of 9.89%, 40.70%, and 30.30% respectively [10][11]. - In Q1 2025, R&D expenses reached 10.34 million RMB, marking an 8.18% increase year-on-year [12].

7月22日，济川药业（600566）(600566.SH)发布公告，宣布完成股份回购计划，累计回购91.42万股，总 金额约2500万元，将用于员工持股或股权激励。 除了资本运作层面的持续发力，济川药业近期在新药布局和研发投入方面也动作频频。继获得复方聚乙 二醇电解质散注册批文后，公司与合作方开发的1类新药玛硒洛沙韦片也成功获批，进一步丰富产品 线。长江商报记者梳理发现，济川药业近年来研发投入持续处于高位，2021年至2024年累计投入近20亿 元。高研发强度不仅推动产品创新，更支撑其毛利率长期稳定在77%以上，展现出强劲的竞争壁垒。 股份回购激励核心团队 在资本运作稳步推进的同时，济川药业创新药布局亦取得突破。7月21日，公司与南京征祥医药合作开 发的1类新药玛硒洛沙韦片获得国家药监局核发的《药品注册证书》。该药具备广谱抗流感病毒特性， 适用于既往健康的成人单纯性甲型和乙型流感患者。 济川药业子公司济川有限自主研发的复方聚乙二醇(3350)电解质散也于近期获得药品注册批准，用于慢 性便秘与粪便嵌塞治疗，目标市场规模不小，其"巧克力口味"新品也有望在同类产品中形成差异化竞争 力。据米内网数据显示，2024年中 ...