MONGOLIA ENERGY(00276)
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复牌涨停!002762控制权拟变更
Zheng Quan Ri Bao Wang· 2025-06-12 03:01
Group 1 - The company *ST Jinbi (002762) has experienced a stock price surge, reaching a limit up at 6.47 yuan per share following the announcement of a change in control [1] - Shanghai Yuancheng Chengwu Technology Co., Ltd. will become the controlling shareholder, with Chen Keru as the actual controller of the company [1][2] - The share transfer agreement involves Lin Haoliang and Lin Ruowen transferring a combined 13.3% of the company's total shares to Yuancheng Chengwu at a price of 7.34 yuan per share, totaling approximately 346 million yuan [1][2] Group 2 - Following the first share transfer, Yuancheng Chengwu will hold 13.3% of the shares, and Lin Haoliang and Lin Ruowen will relinquish all voting rights for their remaining shares [2] - After the second share transfer, Yuancheng Chengwu will own 28% of the company, maintaining majority representation on the board [2] - *ST Jinbi, founded in 1996, is one of the early companies in China engaged in the research, design, production, sales, and service of maternal and infant products, operating well-known brands such as "LABI BABY" and "I LOVE BABY" [2] Group 3 - For the fiscal year 2024, the company reported a total profit of 70.77 million yuan and a net profit of 49.69 million yuan, but a net profit of -45.32 million yuan after deducting non-recurring gains and losses, triggering delisting risk warnings [3] - In Q1 of the current year, the company achieved revenue of 76.06 million yuan, a year-on-year increase of 74.85%, but reported a net loss of 2.53 million yuan after deductions, indicating a shift from profit to loss [3] - The new controlling shareholder, Yuancheng Chengwu, currently has no plans to inject assets into the company, which may lead to stock price volatility detached from fundamentals [3][4]
*ST金比(002762.SZ):控股股东将变更为元一成物、实控人将变更为陈珂如 6月12日起复牌


Ge Long Hui A P P· 2025-06-11 13:05
格隆汇6月11日丨*ST金比(002762.SZ)公布,2025年6月11日,公司控股股东、实际控制人林浩亮先生 (简称"甲方一")、林若文女士(简称"甲方二")与元一成物(即"乙方")签署了《股份转让协议》。林浩亮先 生拟向元一成物转让其持有的公司无限售条件流通股24,134,838股,占公司总股本的6.82%;林若文女 士拟向元一成物转让其持有的公司无限售条件流通股22,950,487股,占公司总股本的6.48%。林浩亮先 生和林若文女士本次合计转让股份47,085,325股,占公司总股本的13.30%(以下称"第一次股份转让标的 股份")。本次股份转让价格为7.34元/股,转让价款合计为人民币3.456亿元。 同日,林浩亮先生和林若文女士与元一成物签署了《表决权放弃协议》。根据《表决权放弃协议》的约 定,甲方一同意无条件且不可撤销地放弃其所持除第一次股份转让标的股份以外剩余的72,494,061股股 份(占上市公司股份总数的20.48%)所对应的表决权;甲方二同意无条件且不可撤销地放弃其所持除第一 次股份转让标的股份以外剩余的68,936,611股股份(占上市公司股份总数的19.47%)所对应的表决权。 ...
蒙古能源(00276)完成发行2025年可换股票据
智通财经网· 2025-05-28 09:32
于2025年5月28日交易时段后,本公司与Ruby Pioneer Limited订立贷款票据认购协议(2025年RP贷款票据 认购协议),据此,本公司同意发行而 Ruby Pioneer Limited同意认购本金额为6.58亿港元的新贷款票 据,为期3年,年利率为3厘(2025年RP贷款票据)。2025年RP贷款票据认购协议及2025年RP贷款票据的 发行于同日完成。2025年RP贷款票据之认购款项已由本公司用作悉数结清现有RP贷款票据之未偿还本 金及应计利息 该等认购事项所得的认购款项由本公司用作于完成时结清现有GI可换股票据及现有CTF可换股票据的未 偿还本金额及应计利息。 由于2025年RP贷款票据的认购乃按一般商业条款或更佳条款进行,而本公司于2025年RP贷款票据项下 所欠债务并未以本集团资产作抵押,故根据上市规则第14A.90条,订立2025年RP贷款票据认购协议(及 发行2025年RP贷款票据)获完全豁免而无需遵守上市规则的任何披露、年度审阅、通函及股东批准规 定。 因此,现有GI可换股票据及现有CTF可换股票据项下所有未偿还本金及应计利息已悉数结清。 于2025年5月27日,Ruby Pi ...
内蒙古能源集团:迎峰度夏,准备好了!
Zhong Guo Neng Yuan Wang· 2025-05-23 10:48
"立夏"一过,时序便转入新的季节。内蒙古能源集团坚决落实国家能源安全战略,科学研判、超前谋划,统筹安全生产与能源保 供。所属各生产单位闻令而动,以高标准、严要求、实举措筑牢防线,以"时时放心不下"的责任感与使命感,优化运行调度,强化检修 维护,提升应急能力,夯实保供根基。 作为区域电力能源保供的主力军,长城发电公司严阵以待。走进厂房,就能看到运行人员穿梭在各类设备中间。锅炉旁,他们手持 红外测温仪,仔细检测每一处关键部位的温度,不放过任何一个过热隐患;汽轮机边,振动监测仪时刻收集相关数据,保障设备平稳运 行。这是运行部"零死角"排查的日常场景,他们通过对核心设备的"地毯式"巡检,让安全隐患无处遁形。"智慧化"也为能源保供注入强 大动力。DCS智能监控平台的搭建,让运行人员在集控室就能实时掌握机组负荷、煤耗等关键数据。一旦发现异常状况,远程诊断便迅 速启动,现场人员即刻响应,大大提升了运维效率。为避免燃煤供应紧张问题,运行部门和燃料部门紧密合作,优化掺配方案,合理调 整库存,保障机组"口粮"足量无虞。 TEXTERING ( 准大发电公司聚焦安全生产第一线,确保关键时期"供得上",保供基础"打得牢"。运行部细化 ...
蒙古能源(00276)预期年度毛利减少至约8.48亿港元 MoEnCo 的银行帐户约1.09亿美元被蒙古税务局冻结
智通财经网· 2025-05-22 10:37
公司的蒙古法律顾问提出,尽管 MoEnCo 的银行帐户被冻结,MoEnCo 仍可以在税务争议解决委员会 和在蒙古法律程序下为其案件进行辩护。同时,集团将尽一切合理努力与蒙古相关部门协商,寻求友善 解决方案。若无法迅速达成解决方案,且于税务争议解决委员会的复审聆讯取得负面结果,则可能对集 团的营运和财务方面(包括持续经营)产生不利影响。 智通财经APP讯,蒙古能源(00276)公布,该集团截至2025年3月31日止年度的未经审核的收入和未经审 核的毛利预期由2024年同期的31.732亿港元及11.869亿港元分别减少至约28亿港元及约8.48亿港元。财 政年度的收入和毛利减少乃主要由于平均煤炭销售价格下跌。 此外,有关蒙古税务局向 MoEnCo LLC徵收尚未清缴税款总额合共约13.331港元,公司于2025年5月19 日收到通知,蒙古税务争议解决委员会的复审聆讯将于2025年5月23日进行。 此外, MoEnCo 的银行帐 户亦因部分尚未清缴的税项约1.09亿美元 (约 8.52亿港元) 而被蒙古税务局冻结。如复审聆讯的结果不利 于该集团,并且上述拖欠金额仍然继续, 蒙古税务局有权采取进一步行动包括扣押 M ...
今年前四月内蒙古能源经济稳中向好 能源工业增加值增长5.0%
Xin Hua Cai Jing· 2025-05-22 04:54
三是能源产品产量保持平稳。1-4月,内蒙古规上工业原煤产量4.28亿吨,同比增长0.6%;发电量2797 亿千瓦时,同比增长5.1%,其中新能源发电量1005亿千瓦时,增长43%,占全区发电量的35.9%,同比 提高9.6个百分点;外送电量1105亿千瓦时,同比增长7.9%,其中外送新能源电量350亿千瓦时,增长 63%;原油产量109.4万吨,同比增长2.2%;天然气产量114.7亿立方米,同比基本持平。 四是能源重点工作取得实效。内蒙古大力推进新能源"沙戈荒"外送基地建设,两个基地配套煤电项目获 得核准。新增自用煤电规模已分解至5个盟市,其中3个自用煤电项目已完成选址,预计年底前取得核 准。1-4月,内蒙古新增新能源装机325万千瓦,累计装机达到1.38亿千瓦,占电力总装机的51.2%,同 比提高6.4个百分点;新型储能新增装机53万千瓦,累计建成装机达到1085.7万千瓦;绿氢产量2413吨, 已达到2024年全年产量的87%。(侯倩) (文章来源:新华财经) 据内蒙古自治区能源局消息,今年1-4月,内蒙古能源重大项目延续一季度较快增长态势,能源产品稳 产稳供,全区能源经济稳中向好。 一是能源贡献作用持 ...
机构风向标 | *ST金比(002762)2024年四季度已披露持仓机构仅9家
Xin Lang Cai Jing· 2025-04-24 01:19
2025年4月23日,*ST金比(002762.SZ)发布2024年年度报告。截至2025年4月23日,共有9个机构投资者 披露持有*ST金比A股股份,合计持股量达410.97万股,占*ST金比总股本的1.16%。其中,机构投资者 包括J.P.Morgan Securities PLC-自有资金、高盛国际-自有资金、MORGAN STANLEY & CO. INTERNATIONAL PLC.、中信建投远见回报A、易方达中证万得并购重组指数(LOF)、中证2000、南方 中证2000ETF、西部利得量化优选一年持有期混合A、国泰中证2000ETF,机构投资者合计持股比例达 1.16%。相较于上一季度,机构持股比例合计下跌了0.65个百分点。 公募基金方面,本期较上一季度新披露的公募基金共计6个,主要包括中信建投远见回报A、易方达中 证万得并购重组指数(LOF)、中证2000、南方中证2000ETF、西部利得量化优选一年持有期混合A等。 外资态度来看,本期较上一期持股增加的外资基金共计1个,即高盛国际-自有资金,持股增加占比小幅 上涨。本期较上一季度新披露的外资机构有 2 家 ,包括J.P.Morgan Sec ...
内蒙古能源改革持续纵深推进
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-04-17 00:38
在优化程序优化服务方面,一是优化分布式新能源消纳空间确定权限。分布式新能源消纳空间确定权 限,由省级电网公司优化调整为盟市供电公司。二是优化火电灵活性改造消纳新能源项目方案管理流 程。企业编制火电灵活性改造消纳新能源项目相关方案时,将新能源规划建设厂址需要取得省级电网公 司出具的同意意见,由省级电网公司出具调整为盟市供电公司出具。三是优化燃煤自备电厂可再生能源 替代工程项目评估流程。盟市能源主管部门会同相关部门组织燃煤自备电厂可再生能源替代工程项目评 估,如需省级电网公司配合,可会同盟市供电公司共同开展相关工作并出具评估意见,无需征得省级电 网公司同意。 同时,对煤炭矿区总体规划审批转报流程和煤矿项目核准转报流程也进行了优化。优化自治区能源局委 托自治区能源技术中心审查总规及总规环评环节,将委托自治区能源技术中心组织专家评审和征求相关 厅局意见并行办理,并压缩专家评审时间,煤炭矿区总体规划及总规环评转报国家时间由平均35个工作 日压减至20个工作日,压减时限43%。优化煤矿项目核准转报流程。通过加强与自治区有关厅局的沟通 对接,进一步缩短煤矿项目核准事项征求自治区自然资源、生态环境、水利、林草、文物等部门项目 ...
蒙古能源(00276) - 2025 - 中期财报
2024-12-19 08:32
Production and Sales - The company produced approximately 4,244,300 tons of raw coal during the financial period, an increase from 2,680,600 tons in the previous year[5]. - Total sales for the period included about 1,006,900 tons of coking coal, 24,300 tons of thermal coal, and 28 tons of raw coal, compared to 906,700 tons, 141,800 tons, and 98 tons respectively in the previous year[6]. - The company completed approximately 8,759,300 cubic meters of stripping work during the fiscal period, with coking coal and thermal coal production of approximately 2,035,600 tons and 2,208,700 tons, respectively[27]. - The company transported approximately 1,662,300 tons of raw coking coal from Mongolia to Xinjiang during the fiscal period, an increase from 1,397,900 tons in the previous year[29]. - The company expects a total sales volume of 1.9 million tons for the year[16]. Financial Performance - Revenue for the financial period increased, with the average selling price for coking coal at approximately HKD 1,685.7 per ton, down from HKD 1,714.2 per ton in the previous year[6]. - The company reported a revenue of HKD 1,699,900,000 from the sale of coking coal, thermal coal, and raw coal, representing a 9.2% increase compared to the previous fiscal period[26]. - Revenue for the six months ended September 30, 2024, was HKD 1,699,926 thousand, an increase of 9.1% compared to HKD 1,557,257 thousand in the same period of 2023[98]. - Gross profit for the period was approximately HKD 640,700,000, with a gross margin of 37.7%, slightly up from 37.2% in the previous year[9]. - Gross profit for the same period was HKD 640,711 thousand, up from HKD 578,732 thousand, reflecting a gross margin improvement[98]. - The company reported a loss attributable to owners of HKD 442,906 thousand, a decrease in loss compared to HKD 546,838 thousand in the previous year, indicating a 19% improvement[101]. Costs and Expenses - The cost of sales for the period was approximately HKD 1,059,200,000, up from HKD 978,500,000 in the previous year, attributed to increased sales activities[7]. - The company incurred finance costs of HKD 343,148,000 during the reporting period[124]. - The company’s financial costs increased to HKD (345,432) thousand from HKD (339,164) thousand, reflecting a rise of 1.8%[98]. - The income tax expense for the six months ended September 30, 2024, was HKD 155,956, down from HKD 275,965 in the same period of 2023, representing a decrease of about 43.4%[137]. Impairment and Losses - The company recognized an impairment loss of HKD 598,500,000 during the financial period, a decrease from HKD 660,900,000 in the previous year, primarily due to a 13.6% decline in the average price of coking coal[18]. - The impairment loss for the Huoshot assets was HKD 598,493,000 for the six months ended September 30, 2024, compared to HKD 660,943,000 for the same period in 2023[154]. - The company has incurred an impairment loss of HKD 541,400,000 on property, plant, and equipment during the financial period[47]. Debt and Financing - The company reported a net debt of approximately HKD 3,121,200,000 and a net current liability of about HKD 4,751,800,000 as of September 30, 2024[44]. - The group’s convertible bonds and loan notes as of September 30, 2024, amounted to HKD 3,740,689,000, reflecting an increase from HKD 3,664,199,000 as of March 31, 2024[179]. - The company has received financing of HKD 1,900,000,000 from a major shareholder, with an unused balance of HKD 1,060,400,000 available until March 24, 2026[44]. - The company has a commitment from a major shareholder to not demand repayment of loans until sufficient cash is available, which is crucial for maintaining liquidity[114]. Assets and Liabilities - The total assets decreased from HKD 2,305,481 thousand as of March 31, 2024, to HKD 1,698,744 thousand as of September 30, 2024, a reduction of approximately 26.4%[103]. - Trade receivables increased to HKD 1,362,700 thousand from HKD 1,037,155 thousand, representing a growth of 31.3%[103]. - Inventory levels rose to HKD 531,341 thousand, up from HKD 402,669 thousand, indicating a 32% increase[103]. - The group’s trade payables as of September 30, 2024, totaled HKD 363,323,000, up from HKD 337,406,000 as of March 31, 2024[175]. - Other payables increased to HKD 1,236,265,000 from HKD 870,579,000, primarily due to an increase in other payables and tax liabilities[176]. Corporate Governance and Shareholder Information - The company has adhered to the corporate governance code principles and provisions, with a noted exception regarding the chairman's absence from the 2024 annual general meeting due to other commitments[86]. - The board of directors includes both executive and independent non-executive members, ensuring a balanced governance structure[97]. - The company has established written guidelines for employees regarding securities trading to enhance transparency and compliance[89]. - The company’s directors and key executives have no other disclosed interests in the company’s shares or related securities as of September 30, 2024[70]. Market and Economic Conditions - In the first half of 2024, China's GDP grew by 5%, reaching RMB 61.68 trillion (USD 8.49 trillion), with a 6.9% increase in exports driven by declining interest rates and rising external demand[21]. - In the first nine months of 2024, China imported 57.38 million tons of coking coal, a 25.8% increase, primarily from Mongolia and Russia[25]. - The global steel demand is projected to decline by 3% in China in 2024 due to the current real estate market conditions[60]. - The International Energy Agency forecasts that global coal demand will remain stable in 2024, with a slight decrease of 0.3% expected in 2025[61]. Stock and Share Options - The company has a total issued share capital of 15 billion shares with a par value of HKD 0.02 per share, maintaining a total amount of HKD 300 million as of September 30, 2024[192]. - The company has a total of 18,812,584 stock options available for grant under the 2022 stock option plan as of September 30, 2024[81]. - The company has not granted any stock options since the adoption of the 2022 stock option plan[81]. - The company has not exercised any stock options during the financial period, with 16.3 million options remaining unexercised at an average exercise price of HKD 1.310[197].
追风逐日 内蒙古能源集团跑出“加速度”
Zhong Guo Jing Ji Wang· 2024-12-10 08:08
走进黄河"几字弯"南岸,一排排光伏板横卧山间、熠熠生辉,一座座风机矗立山脊、迎风转动,将太阳 能、风能源源不断地转化为清洁绿电……11月19日,内蒙古能源集团杭锦风光火储热生态治理项目光伏 区首单元并网发电,标志着内蒙古能源集团2023年擘画实施的670万千瓦新能源项目顺利收官。 作为"670"主体项目之一——杭锦风光火储热生态治理项目位于内蒙古鄂尔多斯市杭锦旗锡尼镇,是以 生态治理为立足点规划建设的风光火储热多能互补项目,建设规模为170万千瓦,其中风电建设规模160 万千瓦,光伏建设规模10万千瓦。项目采用电缆直埋敷设,有效减轻电磁干扰和电磁辐射,降低对周围 环境的影响,提高电力传输的可靠性和安全性,减少能源损耗和维护成本。 项目全容量并网投运后,年平均上网电量约34.46亿千瓦时,每年可节约标准煤约143万吨,减少二氧化 碳排放量370万吨、二氧化硫排放量524吨、氮氧化物排放量749吨、烟尘排放量150吨,对于保障地区能 源安全,提高清洁能源比例,促进经济社会可持续发展具有重要的战略意义。 此外,"670"矩阵中的另一个项目——鄂尔多斯采煤沉陷区100万千瓦光伏项目今年6月26日并网发电, 该项目实现 ...