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广博股份中标国家电网办公类物资采购项目
Zhi Tong Cai Jing· 2025-09-28 10:05
广博股份(002103)(002103.SZ)公告,公司于2025年9月28日收到国家电网有限公司招投标管理中心发 来的《成交通知书》,确定公司成为《国家电网有限公司2025年办公类物资框架竞争性谈判采购》 之"办公类用品包1-包6"、"通用工业用品包1"的采购货物成交人之一。 ...
一品红子公司获左卡尼汀口服溶液注册证书
Zhi Tong Cai Jing· 2025-09-28 10:05
一品红(300723)(300723.SZ)公告,公司全资子公司广州一品红制药有限公司于近日收到国家药品监 督管理局核准签发的关于左卡尼汀口服溶液的《药品注册证书》,左卡尼汀口服溶液适应症为:用于治 疗原发性系统性卡尼汀缺乏症。 ...
科泰电源筹划向智光电气出售所持智光储能股权
Zhi Tong Cai Jing· 2025-09-28 10:00
Core Viewpoint - The company holds a 5.1799% stake in Guangzhou Zhiguang Energy Storage Technology Co., Ltd. and is in preliminary discussions for a potential acquisition by Zhiguang Electric through share issuance and cash payment [1] Group 1 - The company has signed a framework agreement for the purchase of assets with Zhiguang Electric and Zhiguang Energy Storage on September 26, 2025 [1] - The transaction is currently in the planning stage as of the date of the announcement [1]
联合精密实控人之何桂景、何俊桦拟合计减持不超3%股份
Zhi Tong Cai Jing· 2025-09-28 09:55
联合精密(001268)(001268.SZ)公告,公司控股股东、实际控制人之一、董事长何桂景以及公司控股 股东、实际控制人之一、副董事长、副总经理何俊桦拟通过集中竞价或者大宗交易方式减持公司股份合 计不超过320.7699万股(不超过公司总股本的3.00%)。 ...
智光电气筹划收购智光储能全部或部分少数股权 9月29日起停牌
Zhi Tong Cai Jing· 2025-09-28 09:51
智光电气(002169)(002169.SZ)公告,公司正在筹划以发行股份及支付现金的方式购买控股子公司广 州智光储能科技有限公司(简称"智光储能")的全部或部分少数股权,同时公司拟发行股份募集配套资 金。公司股票自2025年9月29日(星期一)开市起停牌,预计连续停牌时间不超过10个交易日。 ...
亿道信息筹划取得朗国科技、成为信息控股权 9月29日起停牌
Zhi Tong Cai Jing· 2025-09-28 09:51
亿道信息(001314)(001314.SZ)公告,公司正在筹划发行股份及支付现金购买广州朗国电子科技股份 有限公司(简称"朗国科技")控股权及深圳市成为信息股份有限公司(简称"成为信息")控股权,同时拟募 集配套资金。公司股票自2025年9月29日(星期一)上午开市起停牌,预计停牌时间不超过10个交易日。 ...
亚太药业筹划公司控制权变更事项 9月29日起停牌
Zhi Tong Cai Jing· 2025-09-28 09:47
亚太药业(002370)(002370.SZ)公告,公司于2025年9月26日收到控股股东宁波富邦(600768)控股集 团有限公司及一致行动人上海汉贵投资管理有限公司、实际控制人宋汉平、傅才、胡铮辉组成的管理团 队及一致行动人宋凌杰的通知,其正在筹划公司控制权变更事项,具体交易方案、协议条款等尚需进一 步论证和磋商,目前相关各方尚未签署正式交易协议。公司股票自2025年9月29日开市起停牌,预计停 牌时间不超过2个交易日。 ...
两年营收增百倍,光热发电龙头可胜技术能否保持高增长?
Zhi Tong Cai Jing· 2025-09-28 09:47
Core Viewpoint - The news highlights the significant advancements and market position of Kesheng Technology in the concentrated solar power (CSP) sector, particularly through its successful projects and upcoming IPO, amidst a rapidly growing industry in China. Company Overview - Kesheng Technology has established itself as a leader in the CSP industry, with a total designed capacity of 1,250 MW, capturing a market share of 47.2% [2][15][16]. - The company has been involved in the development and operation of significant projects, including the first commercial CSP plant in China, demonstrating its strong technical capabilities [5][15]. Industry Growth - The CSP sector in China is experiencing rapid growth, with 26 projects expected to commence between 2021 and 2024, and Kesheng Technology is a key supplier for many of these projects [2][6]. - The market for CSP in China is projected to grow from 1.9 billion RMB in 2022 to 16 billion RMB by 2024, reflecting a compound annual growth rate (CAGR) of 102.7% [12]. Technological Advantages - Tower-type CSP plants, which Kesheng Technology specializes in, have become the mainstream technology in China, accounting for 83.7% of CSP projects from 2022 to 2024 due to their superior heat storage capacity and lower generation costs [3][5]. - The cost of electricity generated from CSP is expected to decrease significantly as technology advances, making it more competitive compared to photovoltaic and wind energy systems [8][9]. Financial Performance - Kesheng Technology's revenue is projected to grow from 20.85 million RMB in 2022 to 2.189 billion RMB in 2024, with net profits turning from a loss of 91.25 million RMB in 2022 to a profit of 540 million RMB in 2024 [6][7]. - The company reported a revenue of 980.94 million RMB in the first half of 2025, marking a year-on-year growth of 31.54% [6]. Market Position and Competition - Kesheng Technology's leading position is bolstered by its extensive experience and successful project implementations, but it faces potential risks from reliance on government policies and competition from other firms in the industry [16][17]. - The company is currently the only supplier with a cumulative service performance exceeding 1 GW in molten salt tower CSP plants, highlighting its unique market position [2][15].
科力尔实控人之一聂鹏举拟减持不超2%股份
Zhi Tong Cai Jing· 2025-09-28 09:35
科力尔(002892)(002892.SZ)公告,公司控股股东、实际控制人之一、董事长聂鹏举计划在本公告披 露之日起15个交易日后的3个月内通过大宗交易的方式减持公司股份不超过1487.50万股,占公司总股本 的2%。 ...
新大正筹划取得嘉信立恒75.1521%股权 拓展业务辐射范围
Zhi Tong Cai Jing· 2025-09-28 09:34
Group 1 - The company plans to acquire a total of 75.1521% equity in Jiaxin Liheng through a combination of issuing shares and cash payments to specific investors [1] - The payment structure for the acquisition will consist of 50% in shares and 50% in cash, with the share issuance price set at 8.44 yuan per share [1] - The total amount of funds raised through the issuance of shares will not exceed 100% of the transaction price for the asset acquisition, and the number of shares issued will not exceed 30% of the company's total share capital prior to the fundraising [1] Group 2 - The target company specializes in International Facility Management (IFM), focusing on integrated facility management, green energy management, and large event security [2] - The completion of this transaction is expected to enhance the company's business presence in key regions such as the Yangtze River Delta, Bohai Rim, Greater Bay Area, and Chengdu-Chongqing Economic Circle, supporting its national expansion strategy [2]