Market Overview - On December 8, the Tianjin state-owned enterprise reform sector fell by 0.59% compared to the previous trading day, with Haitai Development leading the decline [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Key stocks in the Tianjin state-owned enterprise reform sector showed mixed performance, with notable movements including: - Taida Co., Ltd. (000652) closed at 4.59, up 1.10% with a trading volume of 373,900 shares and a turnover of 172 million yuan [1] - Haitai Development (600082) closed at 4.29, down 10.06% with a trading volume of 75,200 shares [2] - Other stocks like Jinhai New Energy (600821) and Tianjin Port (600717) also experienced slight declines [1][2] Capital Flow Analysis - The Tianjin state-owned enterprise reform sector saw a net outflow of 49.54 million yuan from institutional investors, while retail investors had a net inflow of 28.05 million yuan [2] - The capital flow for key stocks included: - Taida Co., Ltd. had a net inflow of 22.51 million yuan from institutional investors [3] - Tianjin Port (600717) experienced a net inflow of 5.21 million yuan from institutional investors but a net outflow of 13.35 million yuan from retail investors [3]

| | | | | 甲V: 九 | | --- | --- | --- | --- | --- | | | | 本报告期比 | | 年初至报告期 | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 426.688.134.11 | 7.022.81 | 445,288,623.46 | 1,256.49 | | 利润总额 | 48,311,921.98 | 不适用 | 19,155,526.85 | 不适用 | | 归属于上市公司股东的 | 32.484.723.45 | 不适用 | 2,422,027.62 | 不适用 | | 净利润 | | | | | | 归属于上市公司股东的 扣除非经常性损益的净 | 30.610.639.18 | 不适用 | 522,815.84 | 不活用 | | 利润 | | | | | | 经营活动产生的现金流 | 不适用 | 不适用 | 672.675.797.21 | 300.52 | (责任编辑：蔡情) 6月6日，海泰发展股价一字涨 ...

格隆汇12月8日｜海泰发展(600082.SH)今日一字板跌停，报4.29元创今年10月底以来新低，总市值不足30亿元。消息上，12月5日晚间，海泰发展公告称，因 交易双方尚未就交易对价、交易方式等关键交易条款达成一致，公司决定终止以现金方式收购知学云（北京）科技股份有限公司（简称"知学云"）控股权。 据悉，作为天津滨海高新区唯一的国有控股上市公司，海泰发展近年来受房地产市场需求变化影响，业绩不尽如人意，净利润已连续多年在1000万元左右徘 徊。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 本周末影响市场的重要资讯有：李强主持召开国务院常务会议，研究进一步做好节能降碳工作；吴清提 出适度拓宽券商资本空间与杠杆上限，从价格竞争转向价值竞争；中国证监会就《上市公司监督管理条 例（公开征求意见稿）》公开征求意见；金融监管总局发布通知调整保险公司投资相关股票的风险因 子，培育壮大耐心资本；2025医保药品目录新增114种药品，其中50种为1类创新药；业绩不佳基金经理 或将降薪30%；美股三大指数上周五小幅收涨，大型科技股多数上涨。 【宏观及市场要闻】 李强主持召开国务院常务会议 研究进一步做好节能降碳工作 吴清：适度拓宽券商资本空间与杠杆上限 从价格竞争转向价值竞争 在中国证券业协会第八次会员大会上，证监会主席吴清发言时提到，行业机构需立足自身资源禀赋，从 价格竞争转向价值竞争。头部机构应增强资源整合能力，力争形成若干家具有国际影响力的标杆机构； 中小机构需聚焦细分领域、特色业务与重点区域，深耕细作打造 "小而美" 的精品服务商。监管层面将 强化分类监管，对优质机构优化评价指标、适 ...

温馨提示：财经最新动态随时看，请关注金投网APP。 来源：格隆汇 欧晶科技股东万兆慧谷拟减持不超过3%股份;爱旭股份股东义乌奇光拟减持6351.75万股公司股份;明新旭腾股东庄严减 持不超过243.30万股公司股份;电魂网络股东胡玉彪减持不超过243.90万股公司股份;隆华新材相关股东拟减持不超过3% 股份;汇创达股东宁波通慕累计减持1.14%股份;永辉超市股东张轩松及其一致行动人减持450万股公司股份;海泰发展终止 收购知学云控股权 | | | 12月8日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 欧晶科技 | 万兆慧谷拟减持不超过3%股份 | | | 朱星医疗 | 江世华拟减持不超过0.9851%股份 | | | 爱旭股份 | 股东义乌奇光拟减持6351.75万股公司股份 | | | 明新旭腾 | 股东庄严减持不超过243.30万股公司股份 | | | 电魂网络 | 股东胡玉彪减持不超过243.90万股公司股份 | | | 隆华新材 | 相关股东拟减持不超过3%股份 | | | 华峰测控 | 芯华控股累计减持2%股份 | | | 永鼎 ...

Core Points - The China Securities Regulatory Commission (CSRC) is soliciting public opinions on the draft of the "Regulations on the Supervision and Administration of Listed Companies" [5] - The National Financial Regulatory Administration has adjusted risk factors related to insurance companies' investment in stocks and insurance businesses [2][3] Group 1: Regulatory Changes - The risk factor for stocks held by insurance companies for over three years in the CSI 300 index has been reduced from 0.3 to 0.27 [3] - The risk factor for stocks held for over two years in the Sci-Tech Innovation Board has been reduced from 0.4 to 0.36 [3] - The premium risk factor for export credit insurance and overseas investment insurance has been lowered from 0.467 to 0.42, and the reserve risk factor from 0.605 to 0.545 [3] Group 2: Company News - Sun Cable announced that its major shareholder, Yili Group, completed a share reduction plan, selling approximately 21.67 million shares, which is 3% of the total share capital [7] - The stock price of Sun Cable has increased by over 90% this year, and it has experienced a "four consecutive limit-up" in recent trading days [7] - Hai Tai Development has decided to terminate its cash acquisition of Zhixue Cloud Technology due to a lack of agreement on key transaction terms [8] - Bo Hai Chemical is planning a major asset sale and related transactions, with its stock set to be suspended from trading starting December 8 [8] - Wan Ke A has decided to forgo its redemption option on a bond with a balance of 1.1 billion yuan, citing current market conditions [10]

据了解，海泰发展成立于1993年1月5日，于1997年6月20日在上海证券交易所上市，注册及办公地址均 为天津。公司是天津本地国资背景的产业园区运营商，在产业地产领域具有一定的资源和经验优势。公 司主营业务为高新技术企业孵化器建设和经营及创业孵化服务，高新技术产业开发、投资及管理等。中 经记者 童海华 北京报道 海泰发展前三季度实现营业总收入4.45亿元，同比增长1256.49%；归母净利润242.2万元，同比扭亏。 【海泰发展：终止收购知学云控股权事项】海泰发展（600082.SH）12月5日晚发布公告，海泰发展决 定终止以现金方式收购知学云（北京）科技股份有限公司控股权的事项。自2025年6月筹划以来，双方 因交易对价和方式未能达成一致，最终决定友好协商终止交易。此举不会影响海泰发展正常业务，且双 方无须承担违约责任。 ...

Group 1: Major Transactions - Bohai Chemical is planning to sell 100% equity of Tianjin Bohai Petrochemical and acquire control of Anhui Taida New Materials through a combination of share issuance and cash payment, leading to a significant asset restructuring [1] - Zhongneng Electric is set to acquire 65% equity and debt from three companies, which may constitute a major asset restructuring but will not involve share issuance or change in control [4] - Hai Tai Development has decided to terminate the acquisition of controlling interest in Zhixueyun Technology due to disagreements on key terms, ensuring no adverse impact on normal business operations [5] Group 2: Performance Updates - Wen's shares reported a sales revenue of 3.324 billion yuan from meat chickens in November, marking a year-on-year increase of 10.18% [6] - Shuguang shares saw a 71.07% year-on-year increase in vehicle sales, totaling 207 units in November [6] - Muyuan shares experienced a decline in sales revenue from commodity pigs, reporting 9.39 billion yuan, a decrease of 20.43% year-on-year [6] - Pengding Holdings reported a 5.58% year-on-year decrease in consolidated revenue for November [6] Group 3: Industry Developments - Xiangxi Dairy reported a 6.3% month-on-month increase in fresh milk production in November, although it saw a year-on-year decline of 6.47% [7] - Baisheng Intelligent plans to acquire 51% equity in Zhongke Shengu, which focuses on the research and application of core technologies for embodied intelligent robots [7]

上纬新材：拟2600万元购买智元创新ARM嵌入式软件及通信中间件软件代码使用权 上纬新材公告称，公司拟与关联方智元创新签订《许可协议》，智元创新将其拥有的"ARM嵌入式软件 及通信中间件软件代码"授权公司使用，公司将支付智元创新合计2600万元的授权使用费。该交易构成 关联交易，但不构成重大资产重组。公司具身智能机器人业务当前处于开发阶段，尚未实现量产及规模 化销售，预计不会对2025年度业绩产生正向影响。公司目前已组建具身智能机器人研发团队，专注于面 向个人与家庭场景的产品开发（未面向工商业领域）。公司与关联方智元创新各自独立开展具身智能机 器人业务，应用场景不同，确保与关联方不构成重大不利影响的实质同业竞争。具身智能机器人行业发 展迅速，公司面临竞争加剧、技术迭代加速等巨大挑战，为加快产品开发速度，有必要通过本次交易， 进一步缩短产品开发周期，提升在新业务领域的综合竞争力。 今日焦点渤海化学：筹划出售渤海石化100%股权并购买泰达新材控制权，股票12月8日起停牌 渤海化学公告称，公司正在筹划出售天津渤海石化有限公司100%股权、通过发行股份及支付现金的方 式购买安徽泰达新材料股份有限公司的控制权。本次交易 ...

海泰发展（600082）终止重大资产重组。 今日(12月5日)晚间，海泰发展发布公告称，公司当天召开第十一届董事会第十七次(临时)会议，审议通过《关于终止重大资产重 组的议案》，同意公司终止以现金方式收购知学云(北京)科技股份有限公司(以下简称"知学云"、"标的公司")控股权的事项。 在今日的最新公告中，海泰发展表示，自公司筹划并首次披露本次交易以来，公司严格按照相关法律法规及规范性文件要求，积 极组织交易各相关方推进本次重组工作。但因交易双方尚未就交易对价、交易方式等关键交易条款达成一致，经公司与知学云友 好协商，并经审慎研究、充分论证，决定终止本次交易事项。 海泰发展表示，截至公告披露之日，交易双方尚未就具体方案签署正式实质性协议，交易双方对终止本次交易无需承担任何违约 责任。本次终止重大资产重组事项不会对公司正常业务开展和生产经营活动造成不利影响，亦不存在损害公司及股东特别是中小 股东利益的情形。 行情数据显示，今年以来，海泰发展股价整体表现强势，累计涨幅超过70%。业绩方面，今年前三季度，公司实现营业收入4.45 亿元，同比大增1256.49%，实现归母净利润242.2万元，同比扭亏为盈。 校对：赵燕 ...