Zhi Tong Cai Jing
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宁德时代发行30亿元科技创新公司债券
Zhi Tong Cai Jing· 2026-02-12 14:51
宁德时代(300750)(03750)发布公告,宁德时代新能源科技股份有限公司2026年面向专业投资者公开 发行科技创新公司债券(第一期)(以下简称"本期债券")发行规模为30亿元,发行价格为每张100元,采取 网下面向专业机构投资者询价配售发行的方式。 本期债券发行时间为2026年2月12日,发行规模为30亿元,票面利率为1.69%,认购倍数为2.48。 ...
翔鹭钨业:如果公司主要客户所在国家经济出现周期性大幅波动 将对钨产品市场需求以及公司应收账款的回收产生较大影响
Zhi Tong Cai Jing· 2026-02-12 14:51
Core Viewpoint - Xianglu Tungsten Industry (002842.SZ) has experienced a significant stock price increase of 48.86% over five consecutive trading days, raising concerns about potential risks associated with its operations and market conditions [1] Group 1: Economic and Industry Risks - The company's performance may be impacted by macroeconomic fluctuations affecting its primary customers, which could lead to decreased demand for tungsten products and challenges in accounts receivable collection [1] - The tungsten industry is subject to strict government policies aimed at controlling resource extraction and promoting high-quality development, which may affect the company's operations if regulations tighten [1] Group 2: Supply Chain and Pricing Risks - The company relies on externally sourced tungsten concentrate for production, and while it adjusts product prices based on tungsten concentrate price changes, significant price fluctuations could impact gross margins and overall performance [2] - The company does not depend on a single supplier for tungsten concentrate, but short-term procurement contracts may pose risks if there is a sudden surge in demand or restrictions on mining quotas [2] Group 3: Export and Regulatory Risks - As a leading tungsten producer and consumer, the company is subject to strict export regulations, and any changes in qualification standards for direct export could adversely affect its export business and financial performance [3] - The company's export activities are also exposed to exchange rate fluctuations, which may impact its overall financial results [4]
汇通能源:宁波沪通拟减持不超1%股份
Zhi Tong Cai Jing· 2026-02-12 14:44
汇通能源(600605)(600605.SH)发布公告,宁波沪通私募基金管理合伙企业(有限合伙)-沪通创鑫1号私 募证券投资基金(简称"宁波沪通")拟自公告披露之日起15个交易日后的三个月内,通过集中竞价的方式 减持公司股份合计不超过206.28万股,即不超过公司总股本的0.99999%。 ...
海致科技集团每股定价27.06港元 公开发售获5065.06倍认购
Zhi Tong Cai Jing· 2026-02-12 14:44
海致科技集团(02706)公布配发结果,公司全球发售2803.02万股H股,香港公开发售占10%,国际发售占 90%。最终发售价为每股27.06港元,全球发售净筹约6.554亿港元。每手200股,预期H股将于香港时间 2026年2月13日(星期五)上午九时正在联交所开始买卖。 其中,香港公开发售获5065.06倍认购,国际发售获8.39倍认购。 ...
洲际船务签立租船担保
Zhi Tong Cai Jing· 2026-02-12 14:37
根据交易文件,租船人(本公司的联营公司)已与拥有人就船舶订立融资租赁安排,涉及本金总额不超过 3910万美元。 租船人为一家于利比里亚注册成立的有限责任公司。于本公告日期,租船人由黄海洲际船务有限公司全 资拥有,而黄海洲际船务有限公司由本公司通过其间接全资附属公司GHC Holding Ltd持有50%权益, 及由独立第三方黄海(香港)持有50%权益。 洲际船务(02409)发布公告,于2026年2月12日(联交所交易时段后),本公司(作为担保人)已签立租船担 保,本公司已同意担保义务人于交易文件项下以拥有人为受益人有关船舶义务的妥善按时履约。 根据交易文件,租船人必须促使本公司为拥有人的利益提供租船担保,作为租船人履行其于交易文件项 下的合约责任、责任及义务的担保。本公司管理层认为,提供担保可使租船人订立融资租赁安排,以获 得额外的营运资金,并为收购船舶提供资金,确保租船人的持续稳定增长。 于2026年2月12日,黄海(香港)亦签立一份以拥有人为受益人的租船担保,黄海(香港)按照与租船担保类 似的条款提供担保,这亦与其于租船人的间接权益成比例。 ...
安东油田服务发盈喜 预期2025年度股东应占利润约3.6亿元至3.8亿元 同比增长48.4%至56.6%
Zhi Tong Cai Jing· 2026-02-12 14:37
Core Viewpoint - Antonoil Services (03337) expects a significant increase in profit attributable to equity holders for the year ending December 31, 2025, projected to be between RMB 360 million and RMB 380 million, representing a growth of 48.4% to 56.6% compared to RMB 242.6 million for the year ending December 31, 2024 [1] Group 1 - The profit growth is primarily driven by the continuous expansion of the company's global business and the deepening of its Amiba management approach, leading to an increase in business scale, revenue, and gross profit [1] - The company completed the full repayment of its US dollar bonds in January 2025, resulting in a significant decrease in financial expenses compared to the same period last year [1]
申科股份拟4000万元至8000万元回购公司股份
Zhi Tong Cai Jing· 2026-02-12 14:36
Core Viewpoint - The company, Shinko Co., Ltd. (002633.SZ), announced a plan to repurchase its shares through centralized bidding, with a total fund amounting to no less than 40 million RMB and no more than 80 million RMB, at a maximum price of 20 RMB per share [1] Group 1 - The total amount for the share repurchase is set between 40 million RMB and 80 million RMB [1] - The maximum price for the repurchased shares is capped at 20 RMB per share [1]
电脑硬件股盘前下跌 戴尔科技(DELL.US)跌逾4%
Zhi Tong Cai Jing· 2026-02-12 14:32
Core Viewpoint - The computer hardware sector is experiencing a downturn, with significant declines in stock prices for major companies like Dell and HP due to rising memory and storage costs, which have increased by approximately 40% to 70% from Q1 to Q4 of 2025, impacting consumer prices [1] Group 1: Industry Challenges - Memory manufacturers are prioritizing higher-margin products such as server-grade DRAM and high-bandwidth memory (HBM) for AI infrastructure, leading to a shortage of standard DDR memory for personal computers [1] - PC manufacturers are warning of potential difficulties for consumers in 2026, not due to shortages of CPUs or GPUs, but because of a memory shortage crisis that will increase material costs and force manufacturers to make difficult configuration choices [1] Group 2: Market Projections - IDC research manager Jitesh Ubrani forecasts a potential 9% decline in PC shipments in 2026, bringing total shipments down to approximately 260 million units, slightly below the 263.3 million units expected in 2024 and close to the levels seen in 2023, which was one of the worst years in PC history [1]
披露新增对Anthropic等三项投资 Destiny Tech100(DXYZ.US)盘前涨超9%
Zhi Tong Cai Jing· 2026-02-12 14:32
Destiny Tech100首席执行官Sohail Prasad表示,公司成立的初衷是"为投资者打开通往全球最具雄心的私 营企业的大门",而此次投资正是这一愿景的规模化兑现。他强调,未来将继续以"公司为单位、以投资 为抓手"不断扩展可投资范围,随着影响力和覆盖面的叠加,长期增长动能有望持续增强。 周四,Destiny Tech100(DXYZ.US)股价盘前涨超9%,报33.68美元。消息面上,公司披露已完成对包括 人工智能独角兽Anthropic在内的多项新投资,进一步扩大其前沿科技资产布局。 其中,对Anthropic的敞口来自一笔规模为1亿美元的投资。公司在提交的监管文件中表示,该投资通过 向Magnitude ANC III,LLC出资完成,从而获得对Anthropic的间接持有。 公司发布公告指出,已于2026年完成三项投资的全部交割,合计新增投资组合敞口约1.27亿美元,分别 投向Anthropic、CHAOS Industries以及Hermeus Corporation。 ...
郑州银行(06196):李红辞任执行董事、行长
Zhi Tong Cai Jing· 2026-02-12 14:30
智通财经APP讯,郑州银行(06196)发布公告,李红女士因个人原因已辞任本行执行董事、行长、董事会 风险管理委员会主任委员及委员、董事会消费者权益保护工作委员会主任委员及委员职务,并均自辞职 报告送达董事会之日起生效。 (原标题:郑州银行(06196):李红辞任执行董事、行长) ...