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ST路通(300555.SZ):实际控制人变更为吴世春
Ge Long Hui A P P· 2026-02-06 12:23
Group 1 - The core point of the article is that ST Lutong (300555.SZ) announced a change in its actual controller from Lin Zhu to Mr. Wu Shichun due to the election of three non-independent directors nominated by Mr. Wu [1] - Mr. Wu Shichun's nominees, Tan Wenshu, Yu Tao, and Gao Xiang, are set to be elected as non-independent directors at the company's upcoming shareholder meetings in 2025 and 2026 [1] - With Mr. Wu holding a significant shareholding in the company, this change in the board composition results in a shift in control, as three out of five board seats will be held by his nominees [1]
麦趣尔(002719.SZ):法院裁定不受理债权人申请公司破产清算
Ge Long Hui A P P· 2026-02-06 12:23
Core Viewpoint - The court ruled that there is insufficient evidence to prove that the company, Maiqu'er, has legal grounds for bankruptcy, thus rejecting the bankruptcy liquidation application filed by Guangzhou Minghui Machinery Co., Ltd. [1] Group 1: Legal Proceedings - The Intermediate People's Court of Changji Hui Autonomous Prefecture, Xinjiang, issued a civil ruling regarding the bankruptcy application [1] - According to the ruling, the company does not meet the criteria for bankruptcy as outlined in Article 2, Paragraph 1 of the Enterprise Bankruptcy Law of the People's Republic of China [1] - The court determined that the evidence presented was inadequate to demonstrate that Maiqu'er is unable to pay its due debts or lacks sufficient assets to cover all debts [1]
龙源电力(001289.SZ):1月完成发电量同比增长12.05%
Ge Long Hui A P P· 2026-02-06 12:21
Group 1 - The core point of the article is that Longyuan Power (001289.SZ) reported a significant increase in power generation, achieving 7.16 million MWh in January 2026, which represents a year-on-year growth of 12.05% compared to January 2025 [1] - In January 2026, the wind power generation increased by 8.11% year-on-year [1] - Solar power generation saw a substantial increase of 42.25% year-on-year in January 2026 [1]
东田微(301183.SZ):拟投建东田微全球研发中心及华南制造总部项目
Ge Long Hui A P P· 2026-02-06 12:16
该项目计划投资金额为4亿元,投资建设东田微全球研发中心及华南制造总部项目,主要从事研发、制 造和销售消费类电子及光通信精密光学元器件。其中固定资产投资(包括建筑物、构筑物及其附属设 施、设备投资和土地价款等)3亿元,总体投资强度不低于每亩1,111万元人民币(按约36亩用地面积折 算,实际以项目最终用地面积的折算数为准)。 格隆汇2月6日丨东田微(301183.SZ)公布,为完善公司产业布局,满足客户就近配套需求,促进公司的 中长期战略规划落地,拟与广东省东莞市道滘镇人民政府签订《项目投资协议》,计划在东莞市道滘镇 昌平村投资建设"东田微全球研发中心及华南制造总部项目",项目投资总额为4亿元(含土地价款,最 终以实际投资金额为准),该项目计划由公司全资子公司广东东田微智能技术有限公司负责实施建设。 ...
捷强装备(300875.SZ):拟推2026年员工持股计划
Ge Long Hui A P P· 2026-02-06 12:16
格隆汇2月6日丨捷强装备(300875.SZ)公布2026年员工持股计划,本次员工持股计划的股份来源为公司 回购专用账户回购的股份。本次员工持股计划经公司股东会审议通过后,将通过非交易过户等法律法规 允许的方式受让公司回购专用证券账户所持有的公司股份。本次员工持股计划受让公司回购专用证券账 户所持有的公司股份的受让价格为20.88元/股,为本次员工持股计划草案公告前20个交易日公司股票交 易均价的50%。 ...
信德新材(301349.SZ):拟使用超募资金收购福建中碳股权并增资
Ge Long Hui A P P· 2026-02-06 12:16
Core Viewpoint - The company plans to utilize excess raised funds totaling 33.83 million yuan for acquiring equity stakes and increasing capital in Fujian Zhongtan, thereby gaining control over the company [1] Group 1: Equity Acquisition - The company intends to acquire a 15.71% equity stake in Fujian Zhongtan from Xinjiang Jintu for 7.15 million yuan, corresponding to a capital contribution of 5.5 million yuan [1] - Additionally, the company plans to acquire a 12.86% equity stake in Fujian Zhongtan from Zhangzhou Gulei for 5.85 million yuan, corresponding to a capital contribution of 4.5 million yuan [1] Group 2: Capital Increase - Following the equity acquisitions, the company aims to increase the capital of Fujian Zhongtan by 20.83 million yuan, with 16.02 million yuan allocated to registered capital and 4.81 million yuan to capital reserves, raising the registered capital from 35 million yuan to 51.02 million yuan [1] - The total funds utilized for the transactions, including intermediary fees not exceeding 500,000 yuan, will amount to no more than 34.33 million yuan [1] Group 3: Business Operations - Fujian Zhongtan primarily engages in the production and sales of negative electrode coating materials and the sales of by-product blending oil raw materials [1] - The company has completed trial production and is expected to commence formal production in 2026 [1]
飞凯材料(300398.SZ):拟向景德镇奈创陶瓷投资2000万元
Ge Long Hui A P P· 2026-02-06 12:14
格隆汇2月6日丨飞凯材料(维权)(300398.SZ)公布,为优化公司产业布局,探索在新材料领域的战略 发展机会,公司拟以现金增资的形式向景德镇奈创陶瓷投资人民币2,000万元,其中,人民币1,666.67万 元计入景德镇奈创陶瓷的注册资本,剩余人民币333.33万元计入资本公积,其他现有股东放弃本次增资 优先认购权。 标的公司主营业务为精密陶瓷基板的研发、生产与销售,主要产品为通信射频、激光器件、硅光模块及 芯片封装领域提供高性能金属化陶瓷散热基板。随着第三代半导体、车规级芯片、光通信模块等先进应 用的快速落地,陶瓷基片等无机材料在高端制造领域展现出巨大的市场需求和产业机遇。公司已在有机 合成精细化工材料领域形成了较为完善的业务布局,但无机材料领域尚处于空白。本次公司通过股权增 资方式投资标的公司,是公司切入并布局无机材料领域的重要探索,有利于公司未来形成有机- 无机材 料双轮驱动的业务结构,拓展战略发展空间。 ...
安徳玛第三季度净营收13.3亿美元,预估13.1亿美元
Ge Long Hui A P P· 2026-02-06 12:13
Core Insights - Under Armour reported third-quarter net revenue of $1.33 billion, exceeding the estimate of $1.31 billion [1] - The adjusted earnings per share for the third quarter were $0.090 [1] - The company's inventory for the third quarter was $1.07 billion, lower than the expected $1.18 billion [1] - Under Armour expects adjusted earnings per share for the full year to be between $0.10 and $0.11 [1]
美银:看好中小盘股 科技巨头吸引力下降
Ge Long Hui A P P· 2026-02-06 12:13
格隆汇2月6日|美国银行策略师表示,在科技巨头吸引力下降之际,美国中小盘股票是中期选举前的最 佳配置方向。由Michael Hartnett领衔的团队指出,特朗普为压低能源、医疗、信贷、住房和电力价格而 采取的"激进干预"措施正对能源巨头、制药商、银行以及大型科技公司等板块形成压力,这使得在中期 选举临近之际,中小盘股票成为这一轮"繁荣"的主要受益者。近期,投资者因担忧人工智能带来的冲击 而加速从科技股中轮出资金,转而寻找有望受益于特朗普政府降低生活成本举措的交易机会。同时,对 经济增长前景改善更为敏感的一大类公司也跑赢大盘。美国银行指出,从"轻资产"向"重资产"商业模式 的转变,意味着"科技七巨头"的市场主导地位正面临"重大威胁"。 ...
华英农业(002321.SZ):子公司签署资产租赁合同
Ge Long Hui A P P· 2026-02-06 12:11
Core Viewpoint - The company Huaying Agriculture (002321.SZ) has approved a partnership with Shuyang Zhongke Poultry Co., Ltd. to establish a new company, Heze Yihua Poultry Co., Ltd., focusing on the breeding and incubation of white feather meat ducks [1] Group 1: Partnership and New Company Formation - The board of directors approved the proposal to sign a cooperation agreement with Shuyang Zhongke Poultry Co., Ltd. [1] - The new company, Heze Yihua Poultry Co., Ltd., will be jointly funded by Huaying Agriculture and Shuyang Zhongke Poultry Co., Ltd. [1] Group 2: Asset Leasing Agreement - Heze Yihua Poultry will lease idle breeding and incubation assets from Huaying Agriculture's wholly-owned subsidiary, Heze Huaying Poultry Co., Ltd. [1] - The initial asset lease agreement is set to last until November 30, 2025, with a new five-year lease agreement proposed to start from March 1, 2026, to February 28, 2031 [1] - The annual rent for the new lease agreement is set at 7.75 million yuan, covering land, buildings, production equipment, and supporting facilities, totaling 38.75 million yuan over the lease term [1]