登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 知名公司董事长，被批捕！ 11月12日晚，北大医药公告称，公司于近日经有关部门核实，获悉公司董事长、总裁徐晰人因涉嫌刑事 犯罪，已被重庆市江北区人民检察院批准逮捕。 公司董事陈岳忠根据授权代为行使董事长职责，公司常务副总裁余孟川根据授权代为行使总裁及法定代 表人职责。公司控制权未发生变化，公司董事会运作正常，公司财务及生产经营管理情况正常。公司将 持续关注上述事项的后续情况，并严格按照有关法律、法规的规定和要求，及时履行信息披露义务并提 示相关风险。 图片来源：公司公告 北大医药网站显示，公司前身为始建于1965年的西南合成制药厂，1997年于深圳证券交易所上市。2022 年，中国平安通过平安人寿控股新方正集团，北大医药成为旗下成员企业。2024年12月，新优势国际商 业管理（杭州）合伙企业（有限合伙）通过收购方正商业管理有限责任公司所持有的西南合成100%股 权，间接取得北大医药的控股权，徐晰人成为公司实际控制人。 公司主营业务为药品研发、生产及销售，是国家创新型试点企业、国家火炬计划 ...

Core Viewpoint - The response from JinkoSolar regarding the recent concerns about executive statements at a photovoltaic monthly meeting indicates a commitment to transparency and support for industry policies aimed at healthy development [2]. Group 1: Company Response - JinkoSolar plans to issue an announcement to clarify the recent rumors circulating in the market [2]. - The company expresses strong confidence in the implementation of policies aimed at reducing competition within the photovoltaic industry [2]. - JinkoSolar acknowledges the need for collaboration among various parties to overcome challenges in the establishment of a storage platform [2]. Group 2: Industry Context - The photovoltaic sector in A-shares experienced a notable decline on November 12, reflecting market reactions to the circulating rumors [2]. - The China Photovoltaic Industry Association issued a statement denouncing the false information and emphasized the importance of discerning accurate information [2]. - The association reaffirmed its commitment to protecting national and industry interests against malicious actions aimed at undermining the photovoltaic sector [2].

近日，千亿私募巨头景林资产披露了截至2025年三季度末的美股持仓情况。 数据显示，第三季度，景林资产在美股市场大手笔加仓了阿里巴巴，同时新进建仓国内智驾龙头企业文 远知行；此外，景林资产还对脸书、谷歌-A、英伟达等美股明星科技股进行了不同幅度的加仓。 大幅增持阿里巴巴 相关公开持仓信息显示，截至2025年第三季度末，景林资产在美股市场重点持有近30家上市公司。前十 大重仓股为：脸书、网易、英伟达、拼多多、谷歌-A、满帮、富途控股、阿里巴巴、Nebius Group和奇 富科技。 "试水智驾"并新买入苹果 值得注意的是，根据相关持股信息，景林资产在第三季度新进多只个股，其中既有美股的知名公司，如 苹果、新思科技等；也有中国部分行业的龙头企业，如文远知行、亚朵等。 具体来看，截至第三季度末，景林资产新进苹果，持股市值为0.54亿美元；新进半导体设计软件公司新 思科技，持股市值为0.82亿美元。 在中概股方面，景林资产第三季度买入文远知行，截至第三季度末的持股市值为0.27亿美元。此外，第 三季度，景林资产还加仓了国内酒店行业的龙头公司亚朵，并以0.86亿美元的持股市值，排名其第十一 大重仓股。 | 证券代码 | ...

11月12日晚，北大医药（000788）公告称，公司于近日经有关部门核实，获悉公司董事长、总裁徐晰人 因涉嫌刑事犯罪，已被重庆市江北区人民检察院批准逮捕。 公司董事陈岳忠根据授权代为行使董事长职责，公司常务副总裁余孟川根据授权代为行使总裁及法定代 表人职责。公司控制权未发生变化，公司董事会运作正常，公司财务及生产经营管理情况正常。公司将 持续关注上述事项的后续情况，并严格按照有关法律、法规的规定和要求，及时履行信息披露义务并提 示相关风险。 图片来源：公司公告 10月24日晚，北大医药公告称，近日收到公司董事长、总裁徐晰人的书面《授权委托书》，徐晰人因个 人原因暂时无法履职，故授权公司董事陈岳忠代为行使董事长职责，授权公司常务副总裁余孟川代为行 使总裁及法定代表人职责。授权期限自董事长、总裁徐晰人签署书面《授权委托书》之日起生效，有效 期自徐晰人以书面形式提前通知受托人及公司终止上述授权时止。 10月29日晚，公司公告称，于近日得到有关部门通知，获悉公司董事长、总裁徐晰人被刑事拘留，正在 配合相关部门调查，暂时无法正常履职。截至该公告披露日，公司控制权未发生变化，公司董事会运作 正常，公司财务及生产经营管理情 ...

Group 1 - The company is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy and brand influence [2] - The company is currently discussing specific details of the H-share listing with relevant intermediaries, and the plan will require approval from the board, shareholders, and regulatory bodies [2] - The company reported a revenue of approximately 1.688 billion yuan for the first three quarters of 2025, a year-on-year decrease of 24.49%, while net profit attributable to shareholders was approximately 49.34 million yuan, a year-on-year increase of 446.75% [2] Group 2 - The increase in profit is primarily due to a 12.38% year-on-year increase in product-related business revenue, with a gross margin of 38.74%, up 2.55 percentage points [3] - Financial expenses decreased by 24.62 million yuan during the reporting period due to the upcoming delisting of the company's convertible bonds on December 25, 2024 [3] Group 3 - As of November 12, the company's stock price closed at 30.1 yuan per share, with a decline of 2.15% [4]

Core Viewpoint - The Shanghai Stock Exchange has decided to terminate the review of Guizhou Zhongyida Co., Ltd.'s application for a specific issuance of shares, following the company's decision to withdraw its application due to ongoing high debt levels and financial instability [2][2][2] Group 1: Company Actions - On November 7, 2025, the company held board meetings to approve the proposal to terminate the issuance of A-shares to specific investors [2] - On November 11, 2025, the company and its sponsors submitted withdrawal applications to the Shanghai Stock Exchange [2] - The company originally planned to issue up to 68.4039 million shares, raising a total of no more than 210 million yuan, intended for working capital and debt repayment [2][2] Group 2: Financial Health - The company's debt-to-asset ratios for the years 2021 to 2024 were reported at 90.32%, 88.89%, 97.88%, and 93.47%, with a ratio of 89.08% reported at the end of Q3 2025 [2] - The consistently high debt levels indicate significant repayment pressure and potential financial instability for the company [2][2] Group 3: Market Reaction - On November 12, 2025, the company's stock price fell by 5.07%, closing at 12.17 yuan per share [2] - Earlier in 2025, the company's stock price surged from 3.78 yuan per share to a peak of 18.96 yuan per share due to rising prices of its main product, pentaerythritol [2][2]

中证智能财讯东方明珠（600637）11月12日晚间公告，近日，公司收到题桥发射台搬迁项目的部分搬迁 安置补偿款合计1.59亿元。截至目前，公司已累积收到本项目搬迁安置补偿款6.37亿元。 公司坐落于三鲁公路5028 号、浦江镇98街坊2丘等地的七处房屋，因浦江镇整体发展建设需要被纳入搬 迁范围。此前，公司已分别于2021年度及2023年度内收到上述项目的部分搬迁安置补偿款合计4.78亿 元。 上述项目可追溯至2021年8月，公司与上海浦江工业园区投资发展有限公司签署了《国有土地上非居住 房屋补偿协议》，约定由闵行区土地储备中心、闵行区浦江镇人民政府向公司提供题桥发射台搬迁新 址，同时搬迁安置补偿款总计为7.97亿元。 2025年前三季度，东方明珠实现营业总收入50.96亿元，归母净利润5.42亿元。 东方明珠表示，本次收到的款项不会直接影响公司当期损益，但会增加公司的现金流量。本次收到的款 项将在公司最终按计划完成全部建设搬迁后，在该年度计入当期利润。 ...

Group 1 - The A-share market shows a diverse performance with strengths in both technology and cyclical sectors, highlighted by significant gains in leading stocks such as China Aluminum, which rose over 6% to reach a market value of approximately 200.8 billion yuan [1] - AI hardware concepts are performing well, with major stocks like Zhongji Xuchuang increasing by 5.06% and achieving a trading volume of 19.891 billion yuan, leading the A-share market [3] - The banking sector is strong, with Agricultural Bank and Industrial and Commercial Bank reaching historical highs, while the oil and gas sector also sees significant gains [5] Group 2 - The storage chip sector is experiencing notable activity, with stocks like Dagang Co. hitting the daily limit within a minute, indicating strong market interest [6] - Companies are focusing on integrated circuits and environmental resource services to enhance core competitiveness and operational standards, with a total of 91,600 A-share shareholders reported as of October 31 [8] - The storage industry is expected to maintain a tight supply-demand balance due to rising storage prices and increasing demand driven by AI infrastructure development [8] Group 3 - Recent market trends suggest a potential style shift in the A-share market, with some analysts attributing this to a change in market dynamics [9] - As the year-end approaches, historical patterns indicate that small and medium themes often outperform, with potential style shifts observed in previous years [10] - Analysts predict that while technology stocks may experience volatility, traditional sectors like materials and banking are likely to continue providing excess returns until year-end [10]

Core Insights - The resilience and vitality of China's economy and capital markets have significantly increased due to systematic and institutional reforms, making investment in China a common consensus among global investors [1][2] - Mergers and acquisitions (M&A) are seen as a crucial engine for enhancing the quality and investment value of listed companies, providing new investment opportunities for international investors [1][2] Group 1: M&A Activity and Trends - Since the introduction of the "Six M&A Guidelines," over 1,000 M&A transactions have been disclosed by companies listed on the Shanghai Stock Exchange, with significant asset restructurings increasing by 138% year-on-year [1] - Half of the major asset restructurings since the guidelines were introduced have been in the technology sector, which has seen a year-on-year growth of 287%, focusing on emerging and future industries [1][2] Group 2: Investment Opportunities - International investors are encouraged to strategically invest in A-share technology companies, particularly those on the Sci-Tech Innovation Board, to capitalize on China's technological innovation dividends [2] - Traditional industry companies are actively transforming through M&A, presenting opportunities for international investors to benefit from undervalued assets and value re-evaluation [2] Group 3: Market Environment and Support - The Shanghai Stock Exchange is committed to enhancing the quality of listed companies and attracting more high-quality enterprises to go public, thereby improving the overall quality of Chinese assets [3] - Continuous improvement of the M&A regulatory framework and responsiveness to investor needs is emphasized, aiming to create a conducive environment for M&A activities [3] - The exchange aims to provide better services for international investors, including educational resources on M&A and improved communication channels [3]

中证报中证网讯（王珞）近日，海博思创联合珠海科技产业集团下属新能源投控公司、高景太阳能股份 有限公司（以下简称"高景太阳能"），建成珠海用户侧工商业储能项目——高景太阳能珠海金湾基地 28.5MW/100MWh储能项目。海博思创表示，此项目深度应用"削峰填谷+光伏消纳+虚拟电厂"创新模 式，以实际行动精准践行公司"储能+X"战略布局。 海博思创表示，在电力市场政策持续完善与市场化进程加速推进的背景下，高耗能行业的能源使用逻辑 正经历根本性变革，错峰用电已从弹性选择转变为刚性需求。未来，公司将持续深化定制化"储能 +X"战略布局，精准赋能企业实现能源利用效率与运营成本的双向优化。 据介绍，结合电价政策，海博思创制定"两充两放"策略，调平高景太阳能峰谷负荷，缓解公共电网压 力，助力高景色太阳能大幅降低用电成本，实现持续降本增效。项目与基地光伏联合运行，消纳超发电 量，提升发电稳定性。目前已正式运行虚拟电厂，通过灵活参与辅助服务市场，持续提升项目收益。 据悉，此项目采用海博思创先进的液冷储能系统，以"削峰填谷"模式降低高景太阳能用电成本。该产品 兼具充放电效率高、电池寿命长的优势，配合舱级全氟己酮喷射+PACK级可 ...