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12月26日重要公告一览
Xi Niu Cai Jing· 2025-12-26 02:37
Group 1 - 德方纳米 plans annual equipment maintenance to ensure efficient and stable operation, starting January 1, 2026, for one month, with no significant impact on 2026 performance [1] - 达意隆's subsidiary Tianjin Baolong faces a significant decline in OEM orders due to strategic adjustments from core customers, leading to plans to shut down production lines [2] - 天威视讯's subsidiary plans to transfer project assets for 604.3 million yuan to a related party, constituting a related transaction [3] Group 2 - 金龙羽 intends to sign a strategic cooperation framework agreement with an investment institution to establish an industrial merger fund with a planned scale of 1.5 billion yuan [4] - 紫光国微's subsidiary plans to establish a new company with multiple partners, including a subsidiary of CATL, with a registered capital of 300 million yuan [5] - 信隆健康's major shareholder plans to reduce its stake by up to 1% through trading [6] Group 3 - 龙建股份 wins a 612 million yuan EPC contract for a project, which represents approximately 3.27% of the company's audited revenue for 2024 [7] - 复旦张江 receives acceptance for a clinical trial application for a drug aimed at visualizing malignant lesions in lung cancer patients [9] - 博实股份's major shareholder plans to reduce its stake by up to 2.93% [10] Group 4 - 百纳千成 plans to acquire 100% of Zhonglian Century's shares to expand its marketing business and digital advertising solutions [11] - 天铁科技's major shareholder is under criminal detention, but the investigation is unrelated to the company's operations [12] - 海看股份's shareholder plans to reduce its stake by up to 3.6% [13] Group 5 - 智光电气's subsidiary signs a procurement contract worth 148 million yuan for a high-voltage energy storage system [14] - 西藏矿业's attempt to transfer 100% of a subsidiary's equity has not attracted qualified buyers, leading to automatic withdrawal from the trading platform [15] - 英诺激光's major shareholder plans to reduce its stake by up to 3% [16] Group 6 - 福鞍股份's major shareholder plans to reduce its stake by up to 3% [17] - 白云山 receives a drug registration certificate for a rabies vaccine [18] - 华电科工 signs a contract worth approximately 265 million yuan for a power plant project [19] Group 7 - 康弘药业 receives a drug registration certificate for a medication used to treat schizophrenia [20] - 西菱动力's actual controller plans to reduce their stake by 2% [21] - 海希通讯's actual controller plans to reduce their stake by 0.48% [22] Group 8 - 海南机场 plans to transfer 90% of a subsidiary's equity for approximately 500 million yuan, expecting a profit of about 200 million yuan from the transaction [23] - 森远股份 signs a contract for a computing cluster integration project worth 26.78 million yuan [24] - 丽珠集团's subsidiary receives acceptance for a drug registration application for a new treatment for psoriasis [25] Group 9 - 郑州银行 plans to acquire a village bank and convert it into a branch [26] - 方正证券 announces a cash dividend distribution plan for the third quarter of 2025 [27] - 金陵体育 announces a cash dividend distribution plan for the first three quarters of 2025 [29] Group 10 - 紫金银行 announces a mid-term profit distribution plan for 2025 [30] - *ST建艺's major shareholder waives 1.4 billion yuan in debt and donates 400 million yuan to support the company [31] - 万朗磁塑's major shareholder plans to reduce their stake by up to 3% [32] Group 11 - 艾力斯's core product is included in a list of potential breakthrough therapies for lung cancer [33] - 富创精密's shareholder plans to transfer 918.63 million shares [34] - 东阳光's subsidiary plans to increase capital and introduce investors [35] Group 12 - 侨银股份 plans to acquire a 16.67% partnership in a venture capital fund [36] - 尤夫股份 receives a government subsidy of 4.04 million yuan for a technical improvement project [37] - 倍轻松 and its actual controller are under investigation for information disclosure violations [38] Group 13 - 万润新能 plans to reduce production on some lines for maintenance, expecting a reduction of 5,000 to 20,000 tons in lithium iron phosphate output [39]
海希通讯:实控人之一致行动人拟减持公司股份68万股
Group 1 - The core point of the article is that Hai Xi Communications (920405) announced a plan for a shareholder, Li Ying, to reduce his stake in the company by selling 680,000 shares, which represents 0.48% of the total share capital [1] Group 2 - The reduction in shares will be executed through a centralized bidding process [1]
海希通讯(920405) - 股东拟减持股份的预披露公告
2025-12-25 10:46
证券代码:920405 证券简称:海希通讯 公告编号:2025-161 上海海希工业通讯股份有限公司 二、 本次减持计划的主要内容 (一) 单个主体拟在 3 个月内集中竞价方式减持股份总数是否超过公司股份总 数 1% □是 √否 股东拟减持股份的预披露公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏,并对其内容的真实、准确和完整承担个别及连带责任。 | | | 计划减 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 计划减持 | 持数量 | 减持 | 减持 | 减持 | 拟减持股 | 拟减持 | | 名称 | 数量 | 占总股 | 方式 | 期间 | 价格 | 份来源 | 原因 | | | (股) | 本比例 | | | 区间 | | | | | | (%) | | | | | | | 李迎 | 680,000 | 0.4848% | 集中 | 本公告披 | 根据 | 北交所上 | 自身资 | | | | | 竞价 | 露之日起 | 市场 | 市前取得 | 金需求 | | | | ...
北交所策略专题报告:2025年北交所复盘:小巨人独立枝头,单项冠军稀缺性标的脱颖而出
KAIYUAN SECURITIES· 2025-12-21 08:43
Group 1 - The report highlights the performance of the North Exchange in 2025, indicating a significant rise in the North Index 50 to around 1400 points, with three distinct phases of market movement: rapid increase, oscillating rise, and a correction phase [2][12][15] - In the rapid increase phase (January 1 - March 11, 2025), the North Index 50 surged from 1,037.81 to 1,418.65 points, achieving a cumulative return of 36.70%, while the specialized index rose from 1,683.33 to 2,421.50 points, with a return of 43.85% [15][16] - The oscillating rise phase (April 7 - September 5, 2025) saw the North Index 50 increase from 1,044.07 to 1,647.01 points, yielding a cumulative return of 58.70%, and the specialized index from 1,759.64 to 2,806.39 points, with a return of 66.72% [16][17] Group 2 - The correction phase (September 15 - December 19, 2025) stabilized the North Index 50 and specialized index around 1400 and 2400 points, respectively, with the North Index 50 declining to 1,445.84 points and the specialized index to 2,440.21 points, resulting in cumulative returns of 39.32% and 44.96% [17][23] - The report emphasizes the performance of small-cap stocks, indicating that companies with market capitalizations of 0-20 billion, 20-40 billion, 40-80 billion, and above 80 billion had average returns of 54.08%, 38.60%, 18.26%, and 30.59%, respectively [26][31] - The report identifies that national and provincial-level "little giant" companies outperformed non-little giant firms, with average returns of 48.26%, 38.06%, and 39.19% for national, provincial, and non-little giants, respectively [27][29] Group 3 - The report highlights that national and provincial-level single champion companies achieved average returns of 59.27% compared to 39.61% for non-single champion companies [32][34] - In terms of industry performance, high-end equipment and new chemical materials sectors showed higher returns, with average returns of 50.20%, 28.67%, 48.49%, 40.43%, and 43.56% for high-end equipment, information technology, new chemical materials, consumer services, and biomedicine, respectively [34][36] - The report also notes that companies with new productive forces, ESG attributes, high scarcity, and high dividends had average returns of 50.49%, 48.44%, 49.14%, and 57.51%, respectively, indicating a strong performance in these categories [37][43]
关联交易生变引对峙:*ST恒久斥产线不达标拒租,海希通讯回应“产线没问题”
Hua Xia Shi Bao· 2025-12-12 02:52
Group 1 - The core issue revolves around a rental agreement between Hai Xi Communications and *ST Hengjiu, which has led to a dispute over unpaid rent for a battery module assembly line [2][4] - Hai Xi Communications' subsidiary, Hai Xi Zhejiang, has terminated the rental contract due to *ST Hengjiu's failure to pay the monthly rent of 1 million yuan [4][5] - *ST Hengjiu claims that the reason for not paying rent is that the production line did not meet the required conditions for use, and they assert that Hai Xi Zhejiang is in breach of contract [4][5] Group 2 - The rental agreement was initially seen as a win-win situation, allowing Hai Xi Communications to utilize its assets while providing *ST Hengjiu with a means to enter the energy storage market [3] - Financially, *ST Hengjiu has been struggling, with continuous revenue decline and net losses since 2019, raising concerns about its future viability [7] - As of the first three quarters of this year, *ST Hengjiu reported total revenue of only 182 million yuan and a net loss of 24.65 million yuan, with a risk of delisting if financial metrics do not improve [7]
270股获杠杆资金大手笔加仓
融资余额增幅前20只个股中,从市场表现来看,平均上涨3.99%,涨幅居前的有陕西华达、鼎泰高科、 雷科防务,涨幅分别为20.00%、14.80%、10.01%。跌幅居前的有百胜智能、中孚实业、三维装备,跌 幅分别为6.84%、5.32%、3.77%。 融资余额增幅前20只个股 12月9日沪指下跌0.37%,市场两融余额为25105.72亿元,较前一交易日增加100.58亿元。 证券时报·数据宝统计显示,截至12月9日,沪市两融余额12704.08亿元,较前一交易日增加39.81亿元; 深市两融余额12326.28亿元,较前一交易日增加61.02亿元;北交所两融余额75.36亿元,较前一交易日 减少0.26亿元;深沪北两融余额合计25105.72亿元,较前一交易日增加100.58亿元。 分行业看,申万所属行业中,融资余额增加的行业有23个,增加金额最多的行业是电子,融资余额增加 54.87亿元;其次是食品饮料、电力设备行业,融资余额分别增加6.45亿元、6.22亿元。 具体到个股来看,融资余额出现增长的股票有1889只,占比50.35%,其中,270股融资余额增幅超过5% 。融资余额增幅最大的是东田微,该股最新 ...
海希通讯(920405) - 关于全资孙公司完成工商变更登记并取得营业执照的公告
2025-12-08 12:16
证券代码:920405 证券简称:海希通讯 公告编号:2025-160 上海海希工业通讯股份有限公司 关于全资孙公司完成工商变更登记并取得营业执照的公告 类型:有限责任公司(自然人投资或控股的法人独资) 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、基本情况 近日,上海海希工业通讯股份有限公司(以下简称"公司")全资孙公司海 希储能科技(山东)有限公司、全资孙公司海隆新能源(伊犁)有限公司根据实 际经营需要,将其法定代表人由陈潮变更为王小刚,现已完成工商变更登记手续 并取得相关监管机构核准换发的《营业执照》。 二、变更后的《营业执照》主要信息 (一)海希储能科技(山东)有限公司 名称:海希储能科技(山东)有限公司 统一社会信用代码:91371700MACRB3D55C 注册资本:18,000 万元人民币 成立日期:2023 年 7 月 19 日 法定代表人:王小刚 住所:山东省菏泽市鲁西新区陈集镇长江东路南侧临港智能制造产业园内 经营范围:一般项目:工程和技术研究和试验发展;电池制造;电池销售; ...
海希通讯(920405) - 关于全资孙公司向关联方出租生产设备暨关联交易的进展公告
2025-12-08 12:16
证券代码:920405 证券简称:海希通讯 公告编号:2025-159 上海海希工业通讯股份有限公司 关于全资孙公司向关联方出租生产设备暨关联交易的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 因恒久丰德逾期未支付租金,根据双方签订的《生产线租赁合同》相关条款 约定,该违约行为构成海希浙江行使解除权的情形,恒久丰德应承担相应的违约 责任。 基于对方尚未支付租金,同时基于公司产能需求,近日,海希浙江将《解除 函(租赁)》送达恒久丰德,自函告送达之日起解除《生产线租赁合同》。公司将 与恒久丰德进行协商谈判,积极维护公司的合法权益,后续将根据实际情况决定 是否继续合作。 三、对公司的影响 因恒久丰德尚未支付租金,公司未将租赁标的交付其使用,故本次租赁合同 解除不会对公司正常经营和持续发展产生不利影响,后续公司将根据产能情况合 理安排产线的使用,提高资产利用率。 公司将密切关注后续进展情况,积极采取各项措施维护公司合法权益,同时 公司将根据相关法律法规要求及时履行信息披露义务,敬请各位投资者注意投资 ...
海希通讯(920405) - 关于取得中标通知书的公告
2025-12-08 12:16
证券代码:920405 证券简称:海希通讯 公告编号:2025-158 上海海希工业通讯股份有限公司 关于取得中标通知书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、基本情况 近日,上海海希工业通讯股份有限公司(以下简称"公司")全资孙公司海 希储能科技(山东)有限公司(以下简称"海希山东")收到山东浪潮智能终端 科技有限公司发出的《中标通知书》,确认海希山东中标"集装箱式储能系统" 项目。现将有关情况公告如下: 二、中标项目基本情况 招标单位名称:山东浪潮智能终端科技有限公司 项目编号:ESTPFQ2025112400014 三、中标项目对公司的影响 本次中标的项目属于公司主营业务范畴,有利于进一步提升公司的市场竞争 力,预计将对公司业务发展、市场拓展等方面产生积极影响。 该项目合同的签订不构成关联交易,该项目的实施对公司业务独立性不构成 影响。 中标金额:194,000,000.00 元人民币(大写:壹亿玖仟肆佰万元整) 中标单位:海希储能科技(山东)有限公司 敬请广大投资者谨慎决策, ...
海希通讯(920405) - 关于全资孙公司完成工商变更登记并取得营业执照的公告
2025-12-05 11:17
证券代码:920405 证券简称:海希通讯 公告编号:2025-157 上海海希工业通讯股份有限公司 关于全资孙公司完成工商变更登记并取得营业执照的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、基本情况 近日,上海海希工业通讯股份有限公司(以下简称"公司")全资孙公司海 希智能科技(浙江)有限公司根据实际经营需要,将其法定代表人由陈潮变更为 王小刚,现已完成工商变更登记手续并取得由安吉县市场监督管理局核准换发的 《营业执照》。 二、变更后的《营业执照》主要信息 名称:海希智能科技(浙江)有限公司 统一社会信用代码:91330523MACBNQDM82 注册资本:15,000 万元人民币 类型:有限责任公司(自然人投资或控股的法人独资) 法定代表人:王小刚 住所:浙江省湖州市安吉县递铺街道环山路 24 号 经营范围:一般项目:技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广;新能源原动设备制造;新能源原动设备销售;电池制造;电池销 售;储能技术服务;智能控制系统集成;输配电及控制设 ...