CRRC(01766)
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中金收购东兴、信达方案出炉,今日复牌;海南自贸港全岛封关……盘前重要消息一览
Zheng Quan Shi Bao· 2025-12-18 01:02
Group 1 - Hainan Free Trade Port officially launched full island closure operations on December 18, marking a significant step in China's commitment to high-level opening-up and building an open world economy [2] - The Ministry of Finance reported that from January to November, the national general public budget revenue reached 200,516 billion yuan, a year-on-year increase of 0.8%, with tax revenue at 164,814 billion yuan, up 1.8% [2] - The National Development and Reform Commission and other departments released guidelines for clean and efficient coal utilization, encouraging upgrades and modifications to existing projects to meet benchmark levels [3] Group 2 - On December 17, lithium carbonate main contract prices surged, with a peak increase of 8.84%, closing at 10.862 million yuan per ton, reflecting an 84.1% increase from the year's low [4] - The State Administration for Market Regulation indicated that requiring merchants to offer "lowest prices online" may constitute abuse of market dominance or monopolistic agreements [5] - The National Development and Reform Commission and the National Energy Administration announced the establishment of a national unified electricity market evaluation system, focusing on operational effectiveness and market competition [6] Group 3 - China International Capital Corporation, Dongxing Securities, and Xinda Securities disclosed major asset restructuring plans and are set to resume trading on December 18 [7] - Baida Group's stock has seen significant short-term price increases, indicating potential risks of rapid declines [8] - China Railway Engineering Corporation plans to repurchase A-shares worth between 1 billion and 2 billion yuan [11]
新华财经早报:12月18日
Zhong Guo Jin Rong Xin Xi Wang· 2025-12-17 23:37
Group 1 - The Ministry of Industry and Information Technology of China is committed to promoting new industrialization and providing more cooperation opportunities for foreign companies, including AMD, in the fields of digital economy and artificial intelligence [1][1] - CICC has announced a major asset restructuring plan to absorb and merge with Dongxing Securities and Xinda Securities, with a share swap price set at 36.91 CNY per share for CICC, 16.14 CNY for Dongxing Securities, and 19.15 CNY for Xinda Securities, with the merger expected to balance shareholder interests [1][1] - The State Development and Reform Commission has issued a notice on the benchmark levels for clean and efficient coal utilization, aiming to enhance the clean energy system in China [1][1] Group 2 - The global silver market is experiencing a historic surge, with prices surpassing 66 USD per ounce, marking a year-to-date increase of over 130%, significantly outpacing gold [3][3] - The European Parliament has approved a plan to gradually stop importing Russian natural gas by the end of 2027, pending final approval from EU member states [3][3] - The asset management products total scale reached 80.03 trillion CNY by the end of Q3 2025, according to the China Securities Investment Fund Industry Association [1][1]
股海导航_2025年12月18日_沪深股市公告与交易提示
Xin Lang Cai Jing· 2025-12-17 23:03
Group 1 - China International Capital Corporation (CICC) is planning to absorb and merge Dongxing Securities and Xinda Securities through a share swap, with trading resuming on December 18, 2025 [1][25] - Wanlong Optoelectronics intends to acquire 100% of Zhongkong Information's shares through a combination of issuing shares and cash payments, aiming to enhance its infrastructure digitalization business segment, with trading resuming on December 18, 2025 [2][26] - Xiaocong Co., Ltd. is transferring 9.25% of its shares to Jiasheng Times, resulting in a change of control, with the transfer price set at 9.32 yuan per share, totaling 286 million yuan [3][27] Group 2 - Pulutong plans to acquire 100% of Leqi Cayman and 8.26% of Hangzhou Lemai's shares through a share issuance and cash payment, aiming to create a closed-loop ecosystem for supply chain and e-commerce services, with trading resuming on December 18, 2025 [4][28] - Lianchuang Electronics is undergoing a potential change of control due to the planned transfer of shares by its major shareholder, with trading suspended for up to two days starting December 18, 2025 [6][29] - Fengxing Co., Ltd. is planning to acquire 75% of Baiyin Huaxin's shares, which is expected to constitute a major asset restructuring, enhancing its service capabilities in the non-ferrous metal mining industry [7][30] Group 3 - Supercom has intensified its collection efforts for accounts receivable following a significant stock price drop, indicating a proactive approach to financial management [8][31] - Fenglong Co., Ltd. is also planning a change of control, with trading suspended for up to two days starting December 18, 2025 [9][32] - Shenzhen Deep City Transportation is planning to raise up to 1.8 billion yuan through a private placement to fund projects related to intelligent transportation equipment and applications [10][33] Group 4 - Huasheng Tiancheng has been ordered to return 35 million yuan in incentive funds to the Changzhou High-tech Zone Management Committee, along with interest payments, due to unmet investment agreement conditions [11][34] - Tongrentang clarified that it does not hold any equity or investment rights in the health products related to the reported Antarctic krill oil, distancing itself from the controversy [12][35] - Bona Film Group is actively participating in multiple film and series projects, including major productions for the upcoming holiday seasons, indicating a robust content strategy [13][36] Group 5 - Meike Home is planning to acquire control of Shenzhen Wandeli Optical Technology Co., Ltd. through a share issuance and cash payment, with trading suspended for up to ten days starting December 18, 2025 [14][37] - Xiechuang Data has signed a cooperation agreement to invest in the research and production of optical modules, which is expected to positively impact its future performance [15][39] - China Railway Rolling Stock Corporation (CRRC) has signed contracts totaling approximately 53.31 billion yuan, including significant contracts for wind power and energy storage equipment [16][46]
中国中车近三个月签订逾533亿元订单 新能源业务成公司新支柱
Xin Lang Cai Jing· 2025-12-17 15:47
财报显示,2025年前三季度,公司城轨与城市基础设施实现营收272.88亿元,同比下降3.99%;包括清 洁能源在内的新产业实现营收660.97亿元,同比增加31.91%,约占公司总营收的36%。 从数据来看,中国中车新能源业务订单不断实现突破,成为公司新签订单的主要亮点。智通财经记者梳 理发现,中国中车及下属企业2024年12月- 2025年5月拿下53.6亿元风电与储能设备合同,5-7月又斩获 40.3亿元相关订单。 行业媒体统计,十一月份国内风电整机商合计中标10512MW,其中,中车株洲所以1986MW 居首,明 阳智能(601615.SH)和东方电气(600875.SH)位列二、三名。 有风电行业人士对智通财经记者表示,中国中车风电业务近年来发展的确较为迅速,主要是公司有产业 链优势,且能与轨道交通业务形成协同。 面对每天上千份上市公司公告该看哪些?重大事项公告动辄几十页几百页重点是啥?公告里 一堆专业术语不知道算利好还是利空?请看智通财经公司新闻部《速读公告》栏目,我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 智通财经12月17日讯(记者肖良华)中国中车(601766.SH) ...
晚间公告|12月17日这些公告有看头
Di Yi Cai Jing· 2025-12-17 15:11
Mergers and Acquisitions - China International Capital Corporation (CICC) is planning to absorb and merge with Dongxing Securities and Xinda Securities through a share swap, with stock trading resuming on December 18, 2025 [2] - Wanlong Optoelectronics intends to acquire 100% of Zhongkong Information's shares, which is expected to constitute a major asset restructuring, with stock trading resuming on December 18, 2025 [3] - Xiaocong Co., Ltd. announced that its controlling shareholder plans to transfer 9.25% of its shares to Jiasheng Times, resulting in a change of control [4] - Pulutong plans to acquire 100% of Leqi Cayman and 8.26% of Hangzhou Lemai's shares, with stock trading resuming on December 18, 2025 [5] - Fengxing Co. intends to purchase 75% of Baiyin Huaxin's shares, which is expected to constitute a major asset restructuring [7] - Meike Home is planning to acquire control of Shenzhen Wandeng Technology Co., Ltd., with stock trading suspended on December 18, 2025 [15] Financial Performance and Investments - Deep City Transportation plans to raise no more than 1.8 billion yuan through a private placement for projects related to intelligent transportation equipment and global business expansion [10] - Huasheng Tiancheng received an arbitration ruling requiring it to return 35 million yuan in reward funds to the Changzhou High-tech Zone Management Committee, along with interest payments [11] - Xiangrong Data signed a cooperation agreement for a project focused on the research and production of optical modules, which is expected to positively impact future business performance [16] Stock Trading and Shareholder Changes - Chuangxin Electronics announced that its controlling shareholder is planning a change of control, with stock trading suspended on December 18, 2025 [6] - Fenglong Co. is also planning a change of control, with stock trading suspended on December 18, 2025 [9] - Huayi Brothers reported a reduction in shareholding by Alibaba's investment arm, bringing its stake below 5%, which is expected to stabilize the company's equity structure [22] - Strait Co., Ltd. plans to reduce its stake in Zhonglun New Materials by up to 2% due to funding needs [23] Share Buybacks - China Metallurgical Group plans to repurchase A-shares worth between 1 billion and 2 billion yuan, with the intention of reducing registered capital [18] - Yanjinpuzi intends to repurchase between 2.6 million and 3 million shares at a price not exceeding 109.32 yuan per share [19] - Huakai Yibai plans to repurchase shares worth between 15 million and 30 million yuan, with a maximum price of 17.35 yuan per share [20] Major Contracts - China CRRC signed contracts totaling approximately 53.31 billion yuan, including significant contracts for wind power and energy storage equipment [25]
533亿元,601766宣布:签订若干重大合同
Zheng Quan Shi Bao· 2025-12-17 14:04
中国中车及下属企业近期签订合计533.1亿元合同。 中国中车(601766)12月17日公告,公司及下属企业于近期(主要为2025年9月至12月)签订了若干项重大合同,合计金额约533.1亿元,上述合同总金额 约占公司中国会计准则下2024年营业收入的21.6%。 | 证券代码:601766(A股) | 股票简称:中国中车(A 股) 编号: 2025-054 | | --- | --- | | 证券代码: 1766(H股) | 股票简称:中国中车(H 股) | 中国中车下属机车企业与中国国家铁路集团有限公司下属各路局公司、中铁十一局集团第三工程有限公司、哈萨克斯坦国家铁路货运有限责任公司等分别 签订了总计约99.5亿元的机车销售及维保合同。 中国中车下属动车企业与中国国家铁路集团有限公司分别签订了总计约22.1亿元的动力集中动车组销售合同。 中国中车下属企业与中国国家铁路集团有限公司下属各路局公司分别签订了总计约13亿元的客车修理合同。 据了解,中国中车作为全球规模领先、品种齐全、技术一流的轨道交通装备供应商,连续多年轨道交通装备业务销售规模位居全球首位。最新业绩方面, 中国中车2025年前三季度实现营业收入 ...
中国中车:近期签订若干项重大合同 合计金额约533.1亿元
Xin Lang Cai Jing· 2025-12-17 12:53
来源:格隆汇APP 格隆汇12月17日|中国中车公告,下属企业近期签订若干项重大合同,合计金额约533.1亿元人民币。 具体包括:下属企业与中国电建集团中南勘测设计研究院有限公司、华润新能源(伊吾)有限公司、中 绿电(若羌)储能科技有限公司、内蒙古能源集团化德电储新能源有限公司等分别签订了总计约166.5 亿元人民币的风电设备销售合同和储能设备销售合同;下属动车企业与中国国家铁路集团有限公司下属 各路局公司分别签订了总计约120.4亿元人民币的动车组高级修合同;下属企业与合肥市轨道交通集团 有限公司、沈阳地铁集团有限公司、巴西圣保罗地铁4号线特许经营公司等分别签订了总计约111.6亿元 人民币的城轨车辆、设备销售及维保合同。 ...
超500亿元!601766 再签大单
Shang Hai Zheng Quan Bao· 2025-12-17 12:39
12月17日晚,中国中车(601766)公告披露,公司及下属企业于近期(主要为2025年9月至12月)签订了若干项重大合同,合计金额约533.1亿元,占公司 2024年营业收入的21.6%。 值得关注的是,在若干项重大合同中,风电设备和储能设备累计合同金额高达166.5亿元。 公告显示,中国中车下属企业与中国电建集团中南勘测设计研究院有限公司、华润新能源(伊吾)有限公司、中绿电(若羌)储能科技有限公司、内蒙古 能源集团化德电储新能源有限公司等分别签订了总计约166.5亿元的风电设备销售合同和储能设备销售合同。 作为全球规模领先、品种齐全、技术一流的轨道交通装备和重要的清洁能源装备供应商,中国中车正加快向"制造+服务"和系统解决方案提供商转型。其 中,公司依托轨道交通装备领域积累的核心技术优势,已构建起覆盖风电全产业链的产业格局,产品涵盖发电机、叶片、塔筒、变流器、齿轮箱、变压器 等关键零部件的完整产业链。 在技术创新方面,中国中车持续突破,近期推出的12MW级超大功率高速传动系统永磁风力发电机,融合双馈与中速永磁技术路线的优势,进一步巩固了 其在高端风电装备领域的竞争力。 铁路设备和新产业齐头并进 2025年 ...
中国中车(01766.HK)近期签订若干项重大合同 金额约533.1亿元
Ge Long Hui· 2025-12-17 12:35
格隆汇12月17日丨中国中车(01766.HK)公告,公司及下属企业于近期(主要为2025年9月至12月)签订了 若干项重大合同,合计金额约533.1亿元人民币,具体情况如下: 2.公司下属动车企业与中国国家铁路集团有限公司下属各路局公司分别签订了总计约120.4亿元人民币的 动车组高级修合同。 上述合同总金额约占公司中国会计准则下2024年营业收入的21.6%。 3.公司下属企业与合肥市轨道交通集团有限公司、渖阳地铁集团有限公司、巴西圣保罗地铁4号线特许 经营公司(CONCESSIONáRIADALINHA4DOMETRDESOPAULOS.A)等分别签订了总计约111.6亿元人民 币的城轨车辆、设备销售及维保合同。 5.公司下属动车企业与中国国家铁路集团有限公司分别签订了总计约22.1亿元人民币的动力集中动车组 销售合同。 1.公司下属企业与中国电建集团中南勘测设计研究院有限公司、华润新能源(伊吾)有限公司、中绿电(若 羌)储能科技有限公司、内蒙古能源集团化德电储新能源有限公司等分别签订了总计约166.5亿元人民币 的风电设备销售合同和储能设备销售合同。 6.公司下属企业与中国国家铁路集团有限公司下属各路 ...
中国中车及下属企业近三个月合计签订约533.1亿元的重大合同
Zhi Tong Cai Jing· 2025-12-17 12:30
中国中车(601766)(01766)发布公告,本公司及下属企业于近期(主要为2025年9月至12月)签订了若干 项重大合同,合计金额约533.1亿元人民币,具体情况如下: 1.本公司下属企业与中国电建(601669)集团中南勘测设计研究院有限公司、华润新能源(伊吾)有限公 司、中绿电(000537)(若羌)储能科技有限公司、内蒙古能源集团化德电储新能源有限公司等分别签订 了总计约166.5亿元人民币的风电设备销售合同和储能设备销售合同。 4.本公司下属机车企业与中国国家铁路集团有限公司下属各路局公司、中铁十一局集团第三工程有限公 司、哈萨克斯坦国家铁路货运有限责任公司(KTZFreight Transportation LLC)等分别签订了总计约99.5亿 元人民币的机车销售及维保合同。 5.本公司下属动车企业与中国国家铁路集团有限公司分别签订了总计约22.1亿元人民币的动力集中动车 组销售合同。 6.本公司下属企业与中国国家铁路集团有限公司下属各路局公司分别签订了总计约13亿元人民币的客车 修理合同。 上述合同总金额约佔本公司中国会计准则下2024年营业收入的21.6%。 2.本公司下属动车企业与中国国家 ...