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陆家嘴财经早餐2025年12月4日星期四
Wind万得· 2025-12-04 00:14
Group 1 - China's self-developed reusable launch vehicle Zhuque-3 successfully completed its maiden flight, marking a new milestone in the country's commercial space industry, with predictions that the industry could reach a scale of 7-10 trillion yuan by 2030 [2] - The U.S. ADP employment report for November showed a decrease of 32,000 private sector jobs, the largest drop in two and a half years, leading to increased expectations for a Federal Reserve rate cut [2] Group 2 - The Chinese government is promoting new urbanization as a key driver for expanding domestic demand and upgrading industries, emphasizing the need for urban renewal and addressing the urban-rural dual structure [3] - The Chinese Ministry of Commerce reported that the trade-in program for consumer goods has generated over 2.5 trillion yuan in sales, benefiting over 360 million people [3] Group 3 - The A-share market experienced a decline, with the Shanghai Composite Index down 0.51% and the Shenzhen Component down 0.78%, while the coal sector saw gains [5] - The Hong Kong Hang Seng Index fell 1.28%, with significant net buying from southbound funds, particularly in Alibaba [5] Group 4 - New active equity funds have shown signs of building positions, with over 80% of newly established funds experiencing net value fluctuations, while the consensus is to focus on AI applications for future allocations [6] - Morgan Stanley upgraded its rating on the Chinese stock market to "overweight," citing a higher risk of significant gains compared to losses [6] Group 5 - The Chinese government has initiated a parenting subsidy program for families with children under three years old, with over 30 million applications submitted and approved [4] - Cambodia will implement a visa-free policy for Chinese citizens from June to October 2026, allowing for multiple entries [4] Group 6 - The cultural and tourism sector in China is set to integrate with the civil aviation industry through a new action plan aimed at enhancing domestic travel accessibility and developing low-altitude tourism [9] - The Chinese passenger car market saw retail sales of 2.263 million units in November, a year-on-year decline of 7%, while the new energy vehicle market grew by 7% [9] Group 7 - The China Internet Finance Association is enhancing self-regulation for financial applications and mini-programs, aiming to mitigate risks associated with digital financial channels [10] - Binance appointed co-founder He Yi as co-CEO to expand its global business and strengthen compliance efforts [10] Group 8 - The U.S. stock market saw slight gains, with the Dow Jones up 0.86%, while the tech sector faced declines, particularly in Chinese concept stocks [15] - European stock indices showed mixed results, with the French market benefiting from consumer sector resilience [15] Group 9 - The domestic bond market experienced narrow fluctuations, with most interest rates rising, while the central bank conducted a reverse repurchase operation [17] - The U.S. Treasury yields collectively fell, indicating a shift in investor sentiment [17] Group 10 - International precious metals futures generally rose, supported by expectations of a Federal Reserve rate cut and positive economic data from Europe [18] - Crude oil prices increased amid ongoing geopolitical tensions, particularly related to the Russia-Ukraine conflict [18]
千里科技:11月新能源汽车销量同比下降43.98%;云天化:应补缴税款及滞纳金总计3.86亿元|公告精选
Mei Ri Jing Ji Xin Wen· 2025-12-03 15:37
Group 1: Acquisition and Restructuring - Wanlong Optoelectronics is planning to acquire control of Zhejiang Zhongkong Information Industry Co., Ltd. through a combination of issuing shares and cash payments, along with purchasing shares from other shareholders, while raising matching funds. This transaction is expected to constitute a major asset restructuring but will not result in a restructuring listing. The company's securities will be suspended from trading starting December 4, 2025, with the transaction plan to be disclosed within 10 trading days [1] - Degute has announced the termination of its planned major asset restructuring, which involved acquiring 100% of Haowei Cloud Computing Technology Co., Ltd. through issuing shares and cash payments. The board approved the termination and signed a release agreement with the parties involved in the transaction [2] Group 2: Performance Disclosure - Qianli Technology reported that its total vehicle sales in November 2025 reached 9,504 units, a year-on-year increase of 63.44%. However, the sales of new energy vehicles fell to 1,201 units, representing a significant year-on-year decline of 43.98% [3] Group 3: Shareholding Changes - Tianshan Aluminum's actual controllers, Zeng Chaoyi and Zeng Chaolin, have announced a plan to reduce their holdings by up to 45.899 million shares, which accounts for 1% of the company's total share capital, within three months after a 15 trading day period following the announcement [4] - Weisaibo's controlling shareholder, Weisaibo Environmental Materials Holdings Co., Ltd., plans to reduce its holdings by up to 520,000 shares, representing 2.99% of the company's total share capital, between December 26, 2025, and March 25, 2026 [5] - Anfu Technology's shareholder, Qin Daqian, intends to reduce his holdings by no more than 257,820 shares, which is also 1% of the company's total share capital [6] Group 4: Risk Matters - Yuntianhua announced that its wholly-owned subsidiary, Yunnan Phosphate Group Co., Ltd., needs to pay a total of 386 million yuan in overdue resource taxes and penalties, including 293 million yuan in resource taxes and 92.645 million yuan in late fees, covering the period from 2022 to October 2025 [7] - Guizhou Bailing disclosed that its actual controller, Jiang Wei, has been notified of an investigation by the China Securities Regulatory Commission for suspected insider trading and violations of information disclosure regulations, leading to a formal case being opened against him [8] - Antai Group's stock has experienced abnormal fluctuations, with a cumulative price increase of 20% over two consecutive trading days. The company reported net losses of 678 million yuan, 335 million yuan, and 156 million yuan for the first three quarters of 2023 to 2025, indicating uncertain future profitability. Additionally, the company has a guarantee balance of 2.538 billion yuan, which is 167.68% of its net assets as of the end of 2024, and all shares held by the controlling shareholder are pledged, prompting a risk warning for investors [9]
600096:补税近4亿元,今年A股补税已超35亿元!
Xin Lang Cai Jing· 2025-12-03 14:04
(来源:说财话税) 2025年12月3日消息,上市公司云南云天化股份有限公司(600096云天化)全资子公司云南磷化集团有 限公司近期根据税务部门的要求,对涉税事项展开自查。 经自查,2022年—2025年10月应补缴资源税29,342.17万元,滞纳金9,264.55万元,总计38,606.72万元。 云天化的主营业务是化肥、磷矿采选、磷化工及新材料、商贸物流。公司的主要产品是尿素、磷酸一 铵、磷酸二铵、复合肥(掺混肥/功能肥)、磷矿石、聚甲醛、黄磷、饲料级磷酸氢钙、磷酸铁。 据公司2025年三季报信息,前三季度营业收入375亿元,归属于母公司所有者的净利润47亿元。上述补 缴税款及滞纳金占净利润的比重约为8%,而公司前三季度支付的各项税费金额合计达24亿元。 值得注意的是,这已是今年第76家上市公司补缴税款及滞纳金。76家上市公司累计补缴金额已超过35亿 元。 其中补缴金额超过1亿元的上市公司有7家,分别为: | 上市公司 | 涉及税种 | 补税金额 | | --- | --- | --- | | 600547山东黄金 | 企业所得税及滞纳金 | 738.340.359.85 | | 600096云天化 ...
万隆光电筹划购买中控信息控制权;贵州百灵实控人因涉嫌内幕交易等被立案|公告精选
Mei Ri Jing Ji Xin Wen· 2025-12-03 13:55
每经记者|王琳 每经编辑|董兴生 股份收购 万隆光电:筹划购买中控信息控制权 万隆光电公告,公司正在筹划发行股份及支付现金购买浙江中控信息产业股份有限公司控制权,并同步 收购其他股东所持中控信息的股份,同时募集配套资金。本次交易预计构成重大资产重组,不构成重组 上市。公司证券自2025年12月4日开市起停牌,预计在不超过10个交易日内披露本次交易方案。 德固特:终止筹划重大资产重组事项 德固特公告,公司原拟通过发行股份及支付现金的方式购买浩鲸云计算科技股份有限公司100%股份并 募集配套资金。12月3日,公司召开第五届董事会第十二次会议审议通过《关于终止公司发行股份及支 付现金购买资产并募集配套资金暨关联交易的议案》,并与本次交易各方签署了解除协议。 业绩披露 千里科技:11月新能源汽车销量同比下降43.98% 千里科技公告,2025年11月,公司汽车整车销量9504辆,同比增长63.44%。其中,新能源汽车销量 1201辆,同比下降43.98%。 增减持 贵州百灵:实控人姜伟因涉嫌内幕交易等被立案 贵州百灵公告,公司收到实际控制人姜伟的通知,其于近日收到中国证监会下发的《立案告知书》,姜 伟因涉嫌内幕交易、 ...
云天化子公司补缴税款3.86亿元
12月3日,云天化(600096.SH)发布公告称,其全资子公司云南磷化集团有限公司根据税务部门要求 开展涉税自查,需补缴2022年至2025年10月期间的资源税及滞纳金,合计3.86亿元。 财务数据显示,2025年前三季度,云天化实现营业收入375.99亿元,归母净利润47.29亿元。 (文章来源:中国经营报) 公告显示,此次应补缴资源税金额为2.93亿元,滞纳金9264.55万元。根据相关会计准则,该补缴事项不 属于前期会计差错,不涉及前期财务数据追溯调整,相关款项将计入2025年当期损益,预计减少归属于 上市公司股东的净利润3.42亿元,具体影响以年度审计报告为准。 云天化在公告中表示,本次补缴税款事项不会对日常生产经营活动产生重大影响。 ...
12月3日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-03 10:19
Group 1 - Dongfang Electric announced that three executives plan to reduce their holdings by a total of no more than 30,000 shares due to personal financial needs [1] - Yahu Pharmaceutical's APL-1401 clinical trial data was presented at the 19th European Colorectal Congress, indicating progress in treating moderate to severe ulcerative colitis [1] - Guizhou Bai Ling's actual controller is under investigation by the China Securities Regulatory Commission for insider trading and information disclosure violations [3] Group 2 - Bairen Medical's ePTFE pericardial membrane product has been approved for registration, ending the reliance on imports for this product in the domestic market [4] - Qianxin received approval for a total of 2 billion yuan in technology innovation bonds, with plans to issue medium-term notes and short-term financing bonds [6] - Tengjing Technology's shareholder plans to reduce holdings by no more than 1.96% of the company's shares [7] Group 3 - Yuntianhua's subsidiary is required to pay 386 million yuan in overdue taxes and penalties, which will impact the company's net profit for 2025 [8] - Jianyou Pharmaceutical's propofol emulsion injection has received FDA approval in the United States [9] - Suzhou Gaoxin successfully acquired land use rights for a residential project for 360 million yuan [9] Group 4 - Chalco International's subsidiary won a bid for a 3.03 billion yuan electrolytic aluminum project [11] - Tai Long Pharmaceutical's stock will continue to be suspended due to potential changes in control as the major shareholder is planning a share transfer [12] - Qianli Technology reported a 63.44% year-on-year increase in automobile sales for November, although new energy vehicle sales decreased by 43.98% [13] Group 5 - Fosun Pharma's innovative drug FXS0887 has received approval for a Phase I clinical trial for advanced malignant solid tumors [14] - Guoen Co. has obtained approval for a project to produce 20,000 square meters of aviation-grade acrylic glass, with a total investment of 560 million yuan [15] - Guofa Co.'s chairman resigned due to personal reasons [17] Group 6 - Shanghai Construction won a bid for a state-owned construction land use right for 264 million yuan [18] - Weixin Kang's subsidiary received approval for a clinical trial of lidocaine cream for local anesthesia [20] - Sanxing Medical's subsidiary is a candidate for a 152 million yuan transformer procurement project for the State Grid [20] Group 7 - People's Daily announced the resignation of its president due to work changes, while retaining other leadership roles [21] - Beibu Gulf Port reported a 0.29% year-on-year increase in cargo throughput for November [22] - Chongqing Construction won three engineering projects with a total value of approximately 2.773 billion yuan [23] Group 8 - Xingyu Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange [24] - Huajian Group signed a design contract worth 160 million yuan for a comprehensive project [25] - Wankai New Materials plans to invest 350 million yuan in a technical transformation project for producing 100,000 tons of adipic acid [26] Group 9 - Kaipuyun received a government subsidy of 18 million yuan, which is 87.43% of its net profit for the last audited fiscal year [28] - Ningbo Port expects a 10.8% year-on-year increase in container throughput for November [30] - An Cai High-Tech plans to invest 498 million yuan to upgrade its photovoltaic glass production line [32] Group 10 - Shunhao Co. stated that its existing business has not generated synergies with the rail business, which faces various risks [34] - Yihualu plans to publicly transfer 35% of its stake in Liaoyun Company [35] - ST Wanfang's shareholder plans to reduce holdings by no more than 3% of the company's shares [36] Group 11 - Youyou Food's shareholder plans to reduce holdings by no more than 110,000 shares [38] - Hengtong Optic-Electric's incentive fund has spent 49.98 million yuan to purchase company shares [41] - Zoli Pharmaceutical plans to issue convertible bonds to raise no more than 1.556 billion yuan for various projects [42]
云天化子公司补缴税款及滞纳金合计3.86亿元
Zhi Tong Cai Jing· 2025-12-03 09:16
云天化(600096)(600096.SH)发布公告,公司全资子公司云南磷化集团有限公司经自查,2022年— 2025年10月应补缴资源税2.93亿元,滞纳金9264.55万元,总计3.86亿元。上述补缴税款及滞纳金将计入 公司2025年当期损益,预计减少公司2025年度归属于上市公司股东的净利润3.42亿元。 ...
云天化(600096.SH)子公司补缴税款及滞纳金合计3.86亿元
智通财经网· 2025-12-03 09:12
智通财经APP讯,云天化(600096.SH)发布公告,公司全资子公司云南磷化集团有限公司经自查,2022 年—2025年10月应补缴资源税2.93亿元,滞纳金9264.55万元,总计3.86亿元。上述补缴税款及滞纳金将 计入公司2025年当期损益,预计减少公司2025年度归属于上市公司股东的净利润3.42亿元。 ...
云天化(600096) - 云天化关于子公司补缴税款的公告
2025-12-03 09:00
二、对公司的影响及风险提示 根据《企业会计准则第 28 号—会计政策、会计估计变更和差错 更正》相关规定,上述补缴税款及滞纳金事项不属于前期会计差错, 不涉及前期财务数据追溯调整。上述补缴税款及滞纳金将计入公司 2025 年当期损益,预计减少公司 2025 年度归属于上市公司股东的净 利润 34,205.40 万元,最终以 2025 年度经审计的财务报表为准。 本次补缴税款事项不会影响公司的正常经营,敬请广大投资者注 意投资风险。 特此公告。 证券代码:600096 证券简称:云天化 公告编号:临 2025-079 云南云天化股份有限公司 关于子公司补缴税款的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 云南云天化股份有限公司(以下简称"公司")全资子公司云南 磷化集团有限公司近期根据税务部门的要求,对涉税事项展开自查, 现将有关情况公告如下: 一、基本情况 公司全资子公司云南磷化集团有限公司经自查,2022 年—2025 年 10 月应补缴资源税 29,342.17 万元,滞纳金 9,264.55 万元,总计 38, ...
云天化(600096.SH):子公司补缴税款总计3.86亿元
Ge Long Hui A P P· 2025-12-03 08:52
Core Viewpoint - Yuntianhua (600096.SH) announced that its wholly-owned subsidiary, Yunnan Phosphate Group Co., Ltd., has identified a total tax liability of 383.07 million yuan for resource tax and late fees from 2022 to October 2025 [1] Group 1 - The company is required to pay 293.42 million yuan in resource tax [1] - The late fees amount to 92.65 million yuan [1] - The total amount due is 386.07 million yuan [1]