公告显示，根据募投项目的实施进度，经审慎分析和认真研究，在项目实施主体、募集资金项目投资用途及投资规模 都不发生变更的情况下，金龙鱼决定将募投项目"益海嘉里（青岛）食品工业有限公司-食品加工项目""油脂压榨精炼 及配套工程建设项目"（项目位于昆明市）进行延期。 金龙鱼称，此次延期将"益海嘉里（青岛）食品工业有限公司-食品加工项目""油脂压榨精炼及配套工程建设项目"（项 目位于昆明市）达到预定可使用状态的时间分别调整至2027年12月31日。 根据公告披露的内容，上述募投延期项目均存在前后期脱节的现象。 其中，"益海嘉里（青岛）食品工业有限公司-食品加工项目"主要建设内容包括年产各类面粉80万吨、年产花生制品 4.8万吨（不含花生油加工）、4.5万吨/年芝麻榨油、年产芝麻制品3.2万吨等。 8月12日晚的一纸公告，将金龙鱼募投项目的困局置于聚光灯下。 公告显示，这家粮油"巨头"宣布，其两大核心募投项目延期至2027年12月底。对此，金龙鱼给出的理由是基于"审慎投 资"。 值得一提的是，这是自2023年以来，金龙鱼第6次发布募投项目延期公告，涉及多个重要募投项目。公告显示，截至 2025年6月30日，公司账上未使 ...

Group 1: Policy Announcements - The Ministry of Finance, People's Bank of China, and Financial Regulatory Bureau released the "Implementation Plan for Personal Consumption Loan Interest Subsidy Policy," effective from September 1, 2025, to August 31, 2026, aimed at supporting personal consumption loans used for actual consumption [1] - The Ministry of Finance announced the "Loan Interest Subsidy Policy for Service Industry Operating Entities," which provides a 1% annual interest subsidy for loans to service industry entities, with a maximum loan amount of 1 million yuan per entity [1] Group 2: Company Financial Performance - Guizhou Moutai reported a revenue of 89.389 billion yuan for the first half of the year, a year-on-year increase of 9.1%, with a net profit of 45.403 billion yuan, up 8.89% [2] - Golden Dragon Fish achieved a revenue of 115.682 billion yuan in the first half, a 5.67% increase year-on-year, with a net profit of 1.756 billion yuan, marking a 60.07% growth [3] - China Unicom reported a revenue exceeding 200 billion yuan in the first half, a 1.5% year-on-year increase, with a total profit of 17.7 billion yuan, up 5.2% [3] - Pengding Holdings recorded a revenue of 16.375 billion yuan, a 24.75% increase year-on-year, with a net profit of 1.233 billion yuan, up 57.22% [3] - Zhenray Technology reported a revenue of 205 million yuan, a 73.64% increase year-on-year, with a net profit of 62.32 million yuan, up 1006.99% [3] Group 3: Corporate Actions - China Evergrande announced it will be delisted due to failure to meet the exchange's resumption requirements, with the last trading day set for August 22 [4] - China Shipbuilding announced the dissenting shareholders' buyout price at 30.02 yuan per share, with the closing price on August 12 at 38.50 yuan, indicating a premium of 28.25% [5] - China Heavy Industry announced a cash option for dissenting shareholders at 4.03 yuan per share, with the closing price on August 12 at 5.10 yuan, indicating a premium of 26.55% [5] - Quzhou Development disclosed a restructuring plan to acquire 95.46% of Xian Dao Electric Science and Technology through share issuance [5] - Golden Orange announced a restructuring plan to acquire 55% of Changchun Samit Optoelectronics through share issuance and cash payment [6] Group 4: Market Developments - The Shenzhen Stock Exchange will launch the Shenzhen AAA State-Owned Enterprise Credit Bond Index and the Shenzhen AAA Private Enterprise Credit Bond Index on August 15, focusing on high-grade credit bonds [2] - The National Medical Insurance Administration announced the preliminary review of the 2025 National Basic Medical Insurance Drug List, with 121 out of 141 drug names passing the initial review [1]

新华财经北京8月13日电 近期，上市公司陆续披露2025年半年报及2025年半年度业绩预告。从黄金行业 上市公司业绩看，受金价高企影响，黄金行业上市公司业绩表现不俗。业绩回暖的同时，相关上市公司 频繁获机构调研。从机构调研的内容看，未来黄金产量、黄金产能扩张计划、公司成本变化等，是机构 普遍关心的问题。 业绩大幅好转 从产业链角度看，黄金矿产开采端上市公司业绩普遍表现良好，包括西部黄金、湖南黄金、山东黄金、 中金黄金在内的多家上市公司业绩出现较为明显的增长。 山东黄金预计2025年上半年实现归属于母公司所有者的净利润为25.5亿元至30.5亿元，同比增长84.3% 到120.5%。2025年上半年，公司统筹优化生产布局，强化核心技术攻关，提升精细管理水平，在科学 匹配项目建设的同时，显著提升运营效能，实现生产效率与资源利用率、项目建设速度的协同提升，同 时叠加黄金价格上行因素，公司利润同比涨幅较大，持续巩固了向上向好向优发展态势。 西部黄金预计2025年半年度实现归属于母公司所有者的净利润为1.3亿元至1.6亿元，同比增长96.35%至 141.66%。预计2025年半年度实现归属于母公司所有者的扣除非经常性 ...

今年以来A股市场结构性行情持续演绎，超95%的主动偏股型基金实现正收益，消费主题基金却呈 现出令人瞠目结舌的两极分化。 截至8月11日，国融融信消费严选C和国融融信消费严选A今年以来的回报率分别为-15.20% 和-15.10%，在同类4521只基金中排名靠后。翻看国融融信消费严选的二季报，这只基金的前五大重仓 股中有两只白酒股，分别为第一大重仓股五粮液和第四大重仓股贵州茅台，这两只白酒股占基金资产净 值的比例分别为4.66%和4.42%。今年以来，贵州茅台、五粮液股价表现均不尽如人意。一季报显示， 上述两只白酒股也在这只基金的前十大重仓股之中，分别位列第四、第六大重仓股。此外，二季度末， 在这只基金的前十大重仓股中，还出现了美的集团、北大荒、孩子王、伊利股份等消费股。由此可见， 该基金是一只重仓传统消费股的基金。 不同于国融融信消费严选，鑫元消费甄选是专注新消费投资的基金产品。二季度末，在该基金的前 十大重仓股中，出现了今年以来的热门新消费股——泡泡玛特。泡泡玛特今年以来的涨幅一度超过 200%。不过，这并未给鑫元消费甄选贡献太多的助力，截至8月11日，鑫元消费甄选A和鑫元消费甄选 C今年以来的回报率分别为 ...

深证AAA民企信用债指数选取发行主体为民营企业、主体评级为AAA级、付息方式为固定利率付息或 一次还本付息、剩余期限在1个月及以上的深市公募信用债作为指数样本，反映深市高等级民企信用债 券的运行特征。截至7月底，指数包含95只样本券，总市值约1787亿元，对基础市场的覆盖率达98%。 指数样本券以中短期债券为主，前十大权重债券合计权重25%。指数自基日（2022年12月30日）以来年 化收益率4.0%，夏普比率3.8，加权久期约为1.87年，风险处于中等偏低水平。 作为国内债券指数化投资的重要参与者，深圳证券信息有限公司始终将推动债券指数创新发展作为服务 实体经济高质量发展的重要抓手，不断深化债券指数体系建设，为市场提供多元化的投资标的和业绩基 准。截至2025年7月底，深圳证券信息有限公司共发布债券指数50余条，覆盖交易所、银行间市场，涵 盖国债、政金债、地方债、企业债、金融债等品类；其中，深做市信用债指数和深AAA科创债指数跟 踪ETF产品规模合计超520亿元，为投资者提供了高效的场内配置工具。 （文章来源：中国证券报） 8月12日，深交所全资子公司深圳证券信息有限公司发布公告称，将于8月15日正式发布深 ...

Wind数据显示，截至8月12日，今年以来南向资金累计净流入超9100亿港元，创年度净流入额历史 新高，显著超过2024年净流入的8078.69亿港元。据中国证券报记者统计，在今年以来南向资金交易的 145个交易日中，南向资金出现净流入的交易日有123个，占比超八成。 在今年以来南向资金大幅流入的带动下，港股市场表现亮眼，截至8月12日收盘，恒生指数累计涨 逾24%，恒生科技指数累计涨逾21%，恒生指数成分股中总市值超1万亿港元的股票均上涨，平均涨幅 超过30%。 近期，港股市场出现一定震荡。机构人士认为，外部预期调整可能是主要原因，预期变动会导致市 场波动较大，但这并未改变港股市场的中期配置逻辑。港股市场或吸引南向资金持续流入，支撑港股继 续向上。 净流入金额为去年同期两倍多 今年以来，南向资金大幅流入港股市场，是今年以来港股市场最大的增量资金来源。 Wind数据显示，截至8月12日，南向资金今年以来累计净流入9102.88亿港元，创年度净流入金额历 史新高，历史首次超过9100亿港元，为2024年同期的2倍多。其中，4月9日单日净流入355.86亿港元， 创单日净流入纪录。在今年以来南向资金交易的145个 ...

Meeting Information - The first extraordinary general meeting of shareholders for 2025 was announced on July 25, 2025 [1] - The meeting will be held on August 12, 2025, with specific voting times outlined for both network and on-site voting [2][3] - The meeting will take place at the company's conference room located at No. 1 Yongjin Avenue, Jinggangshan Economic and Technological Development Zone, Ji'an City, Jiangxi Province [3] Attendance and Voting - A total of 126 shareholders attended the meeting, representing 83,645,320 shares, which is 62.1336% of the total voting shares [5] - The voting method combined on-site and network voting, with 5 shareholders voting on-site and 121 voting online [5][6] Resolutions Passed - The following resolutions were approved during the meeting: - The 2025 Restricted Stock Incentive Plan and its summary, with 99.9499% approval [9] - The implementation assessment management measures for the 2025 Restricted Stock Incentive Plan, also receiving 99.9499% approval [11] - Authorization for the board to handle matters related to the 2025 Restricted Stock Incentive Plan, with 99.9492% approval [14] - Adjustments to the 2024 Restricted Stock Incentive Plan's performance assessment targets, approved with 99.9499% [18] - Amendments to the company's articles of association, receiving 99.9419% approval [21] - Various amendments to internal regulations, including the board meeting rules, independent director work system, external guarantee management system, and others, all passing with over 99.9% approval [24][27][30][32][35][37][39] Legal Opinions - The meeting's convening and procedures were confirmed to comply with relevant laws and regulations, ensuring the legality and validity of the resolutions passed [41] Additional Information - The company announced the election of Ms. Jia Xiaoyan as the employee representative director of the second board, effective from August 11, 2025 [44][45]

Core Viewpoint - The company is transitioning from a "Northern Wind Power Merchant" to a "National Energy Solution Provider," emphasizing its innovative business model and operational capabilities to become a comprehensive renewable energy supplier [2][3]. Business Model and Strategy - The company employs a "rolling development + core holding" business model, focusing on asset liquidity, national business expansion, and value chain extension to reshape its development trajectory [2][3]. - The company aims to retain core power generation assets for stable cash flow while treating some assets as "products" to realize market value and fund larger projects, enhancing earnings per share [3]. Operational Efficiency - The company boasts a wind turbine utilization rate of 98%-99%, exceeding the industry average by over 3 percentage points, achieved through a refined operational management system [4]. - The operational strategy includes precise wind power forecasting and scientific maintenance scheduling to maximize generation efficiency [4]. Business Segments - The company has developed five synergistic business segments: renewable power station development, operation and sale, operation management services, rooftop distributed photovoltaics, and renewable energy equipment manufacturing [4][5]. - These segments support the flexible operation of the "rolling development" model, with a significant reduction in reliance on the Ningxia region from 90% to approximately 50% of installed capacity [5]. Growth and Financial Performance - Since its listing, the company has seen substantial growth, with installed capacity increasing from less than 1GW to 2.28GW, revenue rising from 800 million to 2.4 billion, and net profit climbing from 165 million to 630 million [6]. - The company has received approval for a 1.2 billion capital increase project, aimed at enhancing operational funds and optimizing its financial structure [6]. Future Outlook - The company has 2GW of wind power projects under construction, expected to support continued growth over the next three years [7]. - The company is exploring the "New Energy +" strategy, focusing on green fuel markets, particularly green methanol, to extend the value of green electricity into downstream industries [7].

8月12日，A股市场三大指数全线上涨，齐创今年以来新高。整个A股市场超2000只股票上涨，60只股票 涨停。CPO、稳定币、半导体等板块表现活跃，整个A股市场成交额达1.91万亿元，市场成交继续放 量。 近期，融资资金持续加仓，A股市场持续走强。截至8月11日，A股两融余额报20261.98亿元，融资余额 报20122亿元，均创逾10年新高，融资余额时隔十年站上2万亿元。今年以来，A股融资余额增加超1500 亿元。 分析人士认为，当前A股市场整体表现较好，随着内外利好因素持续累积，未来有望延续强势表现，指 数中枢将逐步上移。 Wind数据显示，截至8月11日，A股两融余额报20261.98亿元，融资余额报20122亿元，均创2015年7月2 日以来新高。 时隔十年，A股融资余额再度站上2万亿元。今年以来，A股融资余额增加1580.55亿元，其中2月、3 月、5月、6月、7月、8月以来均为增加。 ● 本报记者 吴玉华 半导体板块引领市场反弹 8月12日，A股市场放量反弹，三大指数均创今年以来新高。截至收盘，上证指数、深证成指、创业板 指、科创50指数分别上涨0.50%、0.53%、1.24%、1.91%，北证5 ...

Core Insights - The A-share equity financing market has shown strong growth, with 183 companies raising over 830 billion yuan, a year-on-year increase of over 300% [1][2] - The IPO market continues to recover, with 63 companies raising a total of 64.39 billion yuan, nearing the total for the entire year of 2024 [1][2] - The concentration of equity underwriting has increased significantly, with the top three underwriters accounting for 53.01% of the market share [2] Equity Financing Overview - As of August 12, 183 A-share companies completed equity financing, raising a total of 832.87 billion yuan, a substantial increase of 363.85% compared to the previous year [2] - The IPO market has seen 63 companies listed, raising 64.39 billion yuan, which is a 21.15% increase year-on-year [2] - The leading underwriters are CITIC Securities, Guotai Junan, and CITIC Jianzhong, with market shares of 53.01%, up from 40.20% the previous year [2] IPO Acceptance and Trends - The number of IPO applications has surged to 181, a 364.10% increase from the same period last year [4] - The Beijing Stock Exchange has become the core area for IPO applications, accounting for 64.09% of the total [4] - Zhejiang, Guangdong, and Jiangsu provinces lead in the number of accepted IPOs, with a combined total of 99 companies [4] Policy and Market Dynamics - The reintroduction of the fifth set of standards for the Sci-Tech Innovation Board has increased market inclusivity for unprofitable companies, allowing more tech firms to enter the A-share market [5] - The "1+6" policy measures aim to enhance the adaptability of the capital market, benefiting underwriters and private equity investments [8] - Recent regulatory changes have lowered the thresholds for mergers and acquisitions, enhancing transaction efficiency and potentially increasing the volume of such activities [8] Private Placement and Restructuring - 95 companies have completed private placements, raising a total of 727.92 billion yuan, a 537.47% increase year-on-year [7] - Major banks have led the private placement market, with four banks raising over 100 billion yuan each for liquidity purposes [7] - The role of underwriters in private placements is expected to grow, providing opportunities for revenue enhancement and supporting the real economy [7]