"入主"三年后，河南国资欲"脱手"中威电子。 12月4日晚间，中威电子（300270）公告称，公司于2025年12月4日收到控股股东新乡市新投产业并购投资基金壹号合伙企业（有限合伙）（下称"新乡产 业基金壹号"）的通知，获悉其正在筹划公司控制权变更相关事宜，该事项可能导致公司实际控制人发生变更。 为保证公平信息披露，维护投资者利益，中威电子股票自2025年12月5日上午开市起停牌，预计停牌时间不超过2个交易日。 2025年9月以来，中威电子股价迎来一轮强势上涨，后有所回落。12月4日，中威电子收盘价为11.25元/股，最新市值为34.07亿元。 历时近两年，这场地方国资跨省入主终于完成。2022年5月，新乡产业基金壹号正式完成对中威电子的控股，新乡投资集团为间接控股股东，河南新乡市 人民政府成为实控人。 河南国资入主期间，中威电子经历过两次"换帅"。公开资料显示，2022年7月，李一策成为中威电子新任董事长。他曾任新乡保障房投资开发有限公司副 总经理、河南金信计算机有限公司董事长、河南新投信息产业公司董事长。 任期未满三年，李一策便因工作调整辞去公司董事长、总经理职务。2025年3月，公司董事会补选刘洋担任第 ...

中威电子（300270）12月4日晚发布公告称，公司于2025年12月4日收到控股股东新乡市新投产业并购投资基金壹号合伙企业（以下简称新乡产业基金壹 号）的通知，获悉其正在筹划公司控制权变更事宜，该事项可能导致公司实际控制人发生变更。 鉴于上述事项正在洽谈中，尚存在不确定性，为保证公平信息披露，维护投资者利益，避免造成公司股价异常波动，根据相关规定，经中威电子向深圳证 券交易所申请，公司股票自2025年12月5日（星期五）上午开市起停牌，预计停牌时间不超过2个交易日。 中威电子是以AI视频应用为核心业务的行业物联网解决方案提供商，实际控制人是河南省新乡市人民政府。 2021年2月，在相关协议转让过户登记完成、表决权委托生效后，新乡产业基金壹号持有中威电子总股本的8.1%，拥有公司表决权股份占公司总股本的 22.27%，取代石旭刚成为中威电子第一大股东，中威电子由此进入无控股股东、无实际控制人的状态。 2022年5月，中威电子股东石旭刚与新乡产业基金壹号签署了《表决权委托协议之补充协议》，公司控股股东由无控股股东变更为新乡产业基金壹号，实 际控制人由无实际控制人变更为新乡市人民政府。 【导读】中威电子称，控股股 ...

本站讯 10月29日，黄茅峡水库工程建设座谈会在广州召开，研究部署进一步加快推进工程建设有关工 作。广东省水利厅党组书记、厅长黄志坚，粤海集团党委书记、董事长白涛，清远市副市长闵飞出席会 议。 会议强调，黄茅峡水库工程不仅是一项防洪工程，更是一项利在千秋、造福群众的民生工程。要高标准 谋划推进项目，进一步深化细化设计方案，紧密结合"百县千镇万村高质量发展工程"实施和水文旅融合 发展要求，将项目打造成标杆工程、精品工程、廉洁工程、美丽工程、富民工程；要高效统筹推进项目 实施，充分发挥省水利厅与清远市政府联合成立的工程建设领导小组和现场指挥部作用，强化政企协同 联动，及时解决难点堵点；要高质量建好工程，充分发挥粤海集团在资金、技术和人才方面的综合优 势，借鉴珠三角水资源配置工程、环北部湾广东水资源配置工程建设好的经验做法，将数字孪生技术融 入工程管理全生命周期，保障工程建设和投资高质高效推进；要优化移民安置方案、"抬田"方案，凝聚 各方合力，借鉴先进经验，让水库移民搬得出、稳得住、可持续、能发展。 省水利厅党组成员、副厅长陈仁著，粤海集团副总经理谭奇峰，省水利厅有关处室、省北江流域管理 局，粤海集团有关部门、粤海 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年11月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 粤海投資有限公司 | | | 呈交日期: | 2025年12月2日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00270 | 說明 | 不適用 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 6,537,821,440 | | 0 | | 6,537,821,440 | | 增加 / 減少 (-) | | | ...

Core Viewpoint - The food sector experienced significant movement on December 2, with companies such as Anji Food and Huifa Food reaching their daily price limits. Group 1: Company Performance - Huifa Food (603536) saw a price increase of 9.99%, reaching 14.87, with a market capitalization of 3.6 billion [2][3] - Anji Food (603696) also increased by 10.00%, reaching a price of 14.63 [3] - Haixin Food (002702) recorded a rise of 10.05%, with its current price at 8.76 [3] Group 2: Market Trends - The food sector showed a broad upward trend, with several companies like Xiwang Food and Zhu Laoliu increasing by over 5% [2] - Other companies such as Gaisi Food, Yuanzhu Shares, and Sanquan Food also experienced price increases, indicating a positive market sentiment in the food industry [2]

公司跟踪：【龙净环保】紫金大幅增持，赋能龙净逻辑不变且持续深化，继续推荐。陈董事长任终身荣 誉董事长紫金核心团队稳定，新老交替不影响紫金优异稳健经营。紫金矿业即将选举出最新一届董事 会，龙净前任现任董事长均列于紫金新一届执行董事候选人名单，紫金对于龙净业务的赋能有望进一步 深化。【中国水务】FY26H1供水运营稳健增长，资本开支持续下降。FY26H1实现营收51.83亿港元， 同比-12.9%，主要系接驳及建造下滑，归母净利润5.71亿港元，同比-24.4%，剔除因康达要约收购导致 的公司股权摊薄损失（约0.64亿港元非现金损失）后的归母净利润约6.35亿港元，同比-15.9%。公司降 本增效，销售及行政费用同比-9.0%至4.37亿港元，财务费用同比-17.6%至3.52亿港元。FY26H1末资产 负债率较期初下降2.5pct至64.3%。FY26H1资本开支12.43亿港元，同比-31.8%，每股派息13港仙，同比 持平，股息率（ttm）4.8%。（估值日期：2025/11/28） 固废观点：25Q3业绩基本面强+国补回收加速，提质增效提ROE+现金流改善提分红持续兑现！1）运营 提质增效主导业绩增长&财 ...

粤海投资有限公司是一家主要从事供水和污水处理的投资控股公司。该公司通过七个分部运营其业务。 水资源分部从事供水、污水处理以及供水和污水处理基础设施建设。物业投资及发展分部从事物业的开 发和销售并为商业物业提供物业管理服务。百货营运分部分部营运百货店。发电分部经营营运燃煤发电 厂以及提供电力和蒸汽。酒店经营及管理分部分部从事酒店营运。道路及桥梁分部从事收费公路运营。 其他分部提供司库服务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-12-01 | 5.20亿 | 11.40万 | 0.02% | | 2025-11-28 | 5.20亿 | 23.20万 | 0.04% | | 2025-11-27 | 5.20亿 | -42.20万 | -0.08% | | 2025-11-26 | 5.20亿 | 146.60万 | 0.28% | | 2025-11-25 | 5.19亿 | 61.60万 ...

Investment Rating - The report maintains a "Positive" investment outlook for the public utilities and environmental sectors, particularly in the context of recent regulatory changes and market dynamics [1]. Core Insights - The report highlights the regulatory measures in various provinces aimed at standardizing the retail price differences in electricity sales, which is expected to stabilize market expectations and improve the profitability of electricity sales companies [3][7]. - It notes the fluctuating natural gas prices globally, with U.S. prices rising while European prices are declining, indicating a complex supply-demand landscape influenced by geopolitical factors and seasonal demand [12][22]. - The report provides specific investment recommendations across various segments, including hydropower, thermal power, nuclear power, green energy, and gas-related companies, reflecting a diversified approach to capitalize on emerging opportunities [10][37]. Summary by Sections 1. Electricity: Regulation of Retail Price Differences - Guangdong has issued guidelines to regulate the retail price differences, proposing a sharing mechanism for excess profits above a set threshold starting in 2026 [7]. - Several provinces have introduced detailed policies to manage retail price differences, aiming to prevent excessive profits by electricity sales companies and ensure fair pricing for consumers [8][9]. - The report emphasizes the need for a shift from aggressive pricing strategies to a service-oriented business model for electricity sales companies, which could stabilize market expectations [9]. 2. Natural Gas: Global Price Fluctuations - As of November 28, U.S. Henry Hub spot prices reached $4.59/mmBtu, reflecting an 11.13% weekly increase, while European prices, such as TTF, fell by 5.37% to €28.75/MWh [12][13]. - The report notes that U.S. natural gas demand has surged due to cold weather, despite record production levels, leading to a tightening supply-demand balance [16]. - In Northeast Asia, LNG prices have decreased to $10.90/mmBtu, down 6.52% week-on-week, driven by weak demand and high inventory levels [31][34]. 3. Investment Recommendations - Hydropower: Favorable autumn floods are expected to enhance hydropower generation capacity for the winter and spring, with recommendations for major hydropower companies [10]. - Thermal Power: The diversification of revenue sources in thermal power companies is highlighted, with recommendations for integrated coal and power companies [11]. - Nuclear Power: The report suggests focusing on nuclear power companies due to stable cost structures and expected growth from new approvals [11]. - Green Energy: The introduction of new market rules for renewable energy is expected to stabilize returns for green energy operators [11]. - Gas and Environmental Companies: Recommendations include integrated gas trading companies and environmentally focused firms benefiting from regulatory changes [37].

海欣食品在27日接受投资者调研时表示，今年公司经营有两大亮点：一是新渠道拓展取得战略性突破，进入了山姆超市系统，有助于提升品牌美誉度和溢 价能力。二是休闲零食业务在今年实现了同比增长，公司休闲零食产品在多个主流零食量贩渠道销售。结合公司历史经营规律，第四季度通常为传统旺 季，同时受春节备货需求拉动，为全年销售高峰。 11月28日上午，A股三大指数集体上涨，截至午间收盘，上证指数涨0.21%，深证成指涨0.72%，创业板指涨0.71%。全市场成交9836亿元，较上个交易日 同期成交额缩量1134亿元。全市场超3500只个股上涨。 盘面上，钛白粉概念领涨，金浦钛业涨停。半导体板块活跃，希荻微涨超15%。乳业板块午前走强，阳光乳业1分钟内涨停封板。个股方面，海欣食品 （002702）午前拉升触及涨停，上演"地天板"。 海欣食品上演"地天板" 28日，海欣食品午前拉升触及涨停，上演"地天板"，截至午间休市换手率超38%，成交额达11.23亿元。至此，海欣食品已连续3日涨停。 海欣食品27日晚公告称，股票交易价格于11月26日、27日连续2个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。公司近期经 ...

Market Overview - A-shares experienced a slight increase on November 28, with the metal sector leading the gains [1][3] - The Hang Seng Index continued to fluctuate around the 26,000-point mark [11] A-share Performance - Major indices in the A-share market saw varying degrees of increase, with the Shanghai Composite Index at 3,883.46, up 0.21%, and the Shenzhen Component Index at 12,967.66, up 0.72% [4] - The metal sector led the gains, with a peak increase of nearly 2%, particularly driven by lithium mining stocks [4][5] - Notable performers included Alloy Investment (000633) hitting the daily limit, and several other lithium-related stocks such as Shengxin Lithium Energy (002240) and Longda Shares showing increases over 5% [5] Individual Stock Movements - Hai Xin Food (002702) exhibited extreme volatility, initially hitting the daily limit down before rapidly recovering to hit the limit up, showcasing a "地天板" (limit down to limit up) pattern [9] - The stock had previously experienced three consecutive trading days of limit up, indicating strong market interest [9] Sector Performance - Other sectors such as steel, electronics, machinery, agriculture, and power equipment also saw increases exceeding 1% [5] - Conversely, sectors like banking, beauty care, and coal experienced declines [5] Hong Kong Market Dynamics - The Hang Seng Index was reported at 25,884.42, down 0.24%, with notable fluctuations in individual stocks [12] - Pop Mart continued to lead gains among Hang Seng constituents, with a rise exceeding 5% [12] - China Shangcheng experienced significant volatility, with a drop of over 30% during the session, following a previous day's decline of more than 70% [12] Fujian Sector Developments - The Fujian sector saw multiple stocks surge, including Fujian Cement (600802) and Xiamen Tungsten (600549), which hit the daily limit [6] - The recent "14th Five-Year Plan" released by Fujian emphasizes deepening state-owned enterprise reforms and enhancing core competitiveness [8]