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9月29日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-29 10:45
Group 1 - Yinglian Co., Ltd. expects a net profit increase of 1531.13% to 1672.97% year-on-year for the first three quarters of 2025, with projected revenue of 1.63 billion to 1.65 billion yuan, a growth of 9.49% to 10.83% [1] - Meixin Sheng plans to reduce its shareholding by no more than 1% through centralized bidding and block trading [1] - Huayin Technology signed two sales contracts totaling 402 million yuan, with one contract for special functional materials and another for research project materials [3] Group 2 - Shen Highways reported a total toll revenue of 114 million yuan for August [5] - Dash Smart signed a contract worth 113 million yuan for a smart hospital project [7] - Tianbang Food received an administrative regulatory measure decision from the China Securities Regulatory Commission for failing to disclose information in a timely manner [8] Group 3 - Fashilong plans to invest 250 million yuan to establish a wholly-owned subsidiary focused on AI applications and cloud computing [10] - Junpu Intelligent received a government subsidy of 20 million yuan, accounting for 243.97% of its audited net profit for 2024 [11] - Longyun Co. plans to apply for a bank credit limit of 32 million yuan [12] Group 4 - Yifan Pharmaceutical's subsidiary received acceptance for a drug registration application for a medication used to lower phenylalanine levels in patients [12] - Rundu Co. received a drug registration certificate for a hypertension medication [13] - Huahai Qingke elected a new employee director and appointed a new vice president [17] Group 5 - Wanyi Technology received a government subsidy of 173,000 yuan [19] - Haizheng Pharmaceutical's tacrolimus capsules passed the consistency evaluation for generic drugs [20] - Pulaike's new veterinary vaccine received registration certification [22] Group 6 - Boguang New Materials signed a major sales contract estimated at 4.3 billion to 5 billion yuan for nickel powder products [41] - Electric Soul Network announced plans for shareholders to reduce their holdings by up to 1.63% [42] - Jin Haitong's shareholders plan to reduce their holdings by up to 3% [44]
【前瞻分析】2025年中国粉末冶金行业市场份额及企业出海情况分析
Sou Hu Cai Jing· 2025-09-29 09:47
Group 1: Industry Overview - The Chinese powder metallurgy industry is experiencing significant growth, with major players like Antai Technology and Dongmu Co., Ltd. holding substantial market shares of 18.2% and 13.8% respectively in 2023, while other companies have market shares below 4% [2][4]. - The industry is supported by a robust policy framework that has evolved from focusing on technological accumulation to emphasizing high performance and green development, aligning with the dual carbon strategy [6][9]. Group 2: Company Strategies - Antai Technology has enhanced its international marketing capabilities by acquiring Beijing Steel Research Dahui Technology Development Co., Ltd., establishing a fully-owned international trade platform, and promoting digital transformation through an E-marketing platform [5]. - Dongmu Co., Ltd. has built a strong reputation in the powder metallurgy sector, serving high-profile clients in various industries such as automotive and consumer electronics, and has accumulated extensive customer resources [5]. - Hangzhi Qianjin has established a robust sales and service network with over 70 agents across more than 50 countries, utilizing direct export and agency models to reach international markets [5]. - Shandong Weida has formed solid partnerships with global brands and has set up overseas subsidiaries in Vietnam, Mexico, and Singapore, enhancing its global market presence and operational capabilities [5]. Group 3: Regional Development - The East China region, particularly Jiangsu and Zhejiang, focuses on high-end powder metallurgy products for aerospace and electronic information applications, leveraging strong industrial and research foundations [9]. - South China, especially Guangdong, is developing an industrial cluster that emphasizes the entire powder metallurgy supply chain, while actively pursuing international collaborations [9]. - Central China, including Hubei and Hunan, is integrating powder metallurgy technology with key industries like automotive and rail transportation [9]. - The North China region is promoting industrial collaboration within the Beijing-Tianjin-Hebei area, while Northeast China is concentrating on metal powder preparation due to its heavy industrial background [9].
东睦股份(600114) - 东睦股份关于上海富驰高科技股份有限公司取得不动产权证书的公告
2025-09-29 08:00
证券代码:600114 股票简称:东睦股份 编号:2025-089 东睦新材料集团股份有限公司 NBTM NEW MATERIALS GROUP Co., Ltd. 关于上海富驰高科技股份有限公司取得不动 产权证书的公告 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 完整性承担个别及连带责任。 近日,东睦新材料集团股份有限公司(以下简称"公司")控股子公 司上海富驰高科技股份有限公司(以下简称"上海富驰")收到上海市自 然资源确权登记局颁发的《中华人民共和国不动产权证书》,现将相关情 况披露如下: 一、概述 鉴于上海市宝山区城市规划及建设需要,上海富驰承租的位于逸仙路 4318号内的房屋被宝山区土地储备中心收储。2021年12月30日,公司召开 第七届董事会第十九次会议审议并全票通过了《关于授权上海富驰高科技 股份有限公司办理搬迁相关事项的议案》,同意上海富驰承租的位于上海 市宝山区逸仙路4318号的老厂区搬迁至上海市宝山区罗泾新厂区。 具体 内容 详见 公司 于2022年 1月 1日在 上海 证券 交易 所网 站 (www.sse.com.c ...
东睦股份子公司上海富驰取得新厂区不动产权证书
Xin Lang Cai Jing· 2025-09-29 07:52
Core Points - Shanghai Fuchi High-Tech Co., Ltd., a subsidiary of Dongmu New Materials Group Co., Ltd., has received a property certificate from the Shanghai Natural Resources Rights Registration Bureau [1] - The old factory site of Shanghai Fuchi, located at 4318 Yixian Road, was approved for relocation to a new site in Luojing due to urban planning in Baoshan District [1] - The new property certificate covers two buildings located at 3998 Panjing Road and 1211 Jinshao Road, with a total land area of 65,853.30 square meters and a building area of 66,821.64 square meters [1] - The land is designated as state-owned industrial land, with the usage rights valid from August 25, 2010, to September 27, 2060 [1]
【投资视角】启示2024:中国粉末冶金行业投融资及兼并重组分析(附投融资事件、兼并重组等)
Qian Zhan Wang· 2025-09-29 03:12
Group 1 - The core viewpoint of the article highlights the financing trends and investment activities within China's powder metallurgy industry, focusing on the purpose of financing and the nature of external investments by representative companies [1][2][10]. - Financing activities of listed companies in the powder metallurgy sector are primarily aimed at expanding production lines and supplementing working capital, with most financing conducted through private placements [1][10]. - Significant financing events include Tianxuan New Materials raising 22.97 million RMB for high-performance carbon-ceramic brake disc projects and Shandong Weida raising 1.55 million RMB for expanding automated assembly workshops for new energy storage [1][10]. Group 2 - Representative companies in the powder metallurgy industry are actively engaging in external investments, primarily for extending their industrial chain by establishing subsidiaries [2][9]. - Notable external investments include Anhui Hengjun Powder Metallurgy investing 3 million RMB in Wuhu Junzhuo New Energy Materials Co., focusing on new material technology research and metal material manufacturing [3][9]. - Other investments involve companies like Antai Technology and Mingyang Technology, which are diversifying their business operations and enhancing their technological capabilities through strategic investments [9][10]. Group 3 - The overall investment and financing events in the powder metallurgy industry are characterized as strategic financing, with a relatively low frequency of transactions [10][11]. - As of June 2025, the financing events include various rounds, with angel/seed rounds accounting for 29%, A rounds approximately 24%, and strategic financing making up about 41% of the total [12][10]. - The industry has seen limited merger and acquisition activities, primarily involving larger listed companies acquiring medium-sized powder metallurgy firms [15][10].
东睦股份涨2.11%,成交额2.29亿元,主力资金净流入688.16万元
Xin Lang Cai Jing· 2025-09-29 03:04
Core Viewpoint - Dongmu Co., Ltd. has shown significant stock performance with a year-to-date increase of 104.47%, despite a recent decline in the last five trading days [1] Financial Performance - For the first half of 2025, Dongmu Co., Ltd. achieved a revenue of 2.93 billion yuan, representing a year-on-year growth of 24.51% [2] - The net profit attributable to shareholders for the same period was 261 million yuan, reflecting a year-on-year increase of 37.61% [2] Stock Market Activity - As of September 29, Dongmu's stock price was 32.45 yuan per share, with a market capitalization of 20.49 billion yuan [1] - The stock experienced a trading volume of 2.29 billion yuan and a turnover rate of 1.16% [1] - The net inflow of main funds was 6.88 million yuan, with significant buying activity from large orders [1] Shareholder Information - As of June 30, the number of shareholders decreased by 16.40% to 36,500, while the average circulating shares per person increased by 19.62% to 16,897 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and new entrants like Southern CSI 1000 ETF [3] Business Overview - Dongmu Co., Ltd. specializes in powder metallurgy structural parts, primarily serving the automotive, home appliance, motorcycle, electric tool, office machinery, and engineering machinery sectors [1] - The revenue composition includes 43.04% from powder pressing, 41.18% from metal injection molding, and 15.16% from soft magnetic composite materials [1]
东睦新材料集团股份有限公司关于提前解除为孙公司提供的部分担保并重新担保的公告
Shang Hai Zheng Quan Bao· 2025-09-25 19:21
证券代码:600114 股票简称:东睦股份编号:2025-088 东睦新材料集团股份有限公司 关于提前解除为孙公司提供的部分担保并重新担保的公告 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个别及连带责任。 重要内容提示: ● 公司提前解除为连云港富驰智造科技有限公司提供担保的《最高额保证合同》(编号: ZB9413202400000012),解除担保金额为人民币6,000.00万元 ● 公司签订担保合同,被担保人名称:公司孙公司连云港富驰智造科技有限公司 ● 本次担保金额及已实际为其提供的担保余额:本次提供担保最高限额为人民币11,000.00万元,截至本 公告披露日,公司实际为连云港富驰智造科技有限公司提供担保余额为人民币15,500.00万元(本次担保 项下余额为0万元) 2025年9月25日,经东睦新材料集团股份有限公司(以下简称"公司"或"保证人")与上海浦东发展银行 股份有限公司宁波分行(以下简称"浦发银行"或"债权人")协商一致,双方同意提前解除于2024年5月6 日签订的编号为ZB9413202400000012的《最 ...
东睦股份:无逾期担保的情形
Zheng Quan Ri Bao Wang· 2025-09-25 12:14
证券日报网讯9月25日晚间,东睦股份(600114)发布公告称,公司及控股子公司未对合并报表外单位 提供担保,且无逾期担保的情形。 ...
东睦股份(600114) - 东睦股份关于提前解除为孙公司提供的部分担保并重新担保的公告
2025-09-25 09:15
证券代码:600114 股票简称:东睦股份 编号:2025-088 东睦新材料集团股份有限公司 NBTM NEW MATERIALS GROUP Co., Ltd. 关于提前解除为孙公司提供的部分担保 并重新担保的公告 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 完整性承担个别及连带责任。 重要内容提示: 公司提前解除为连云港富驰智造科技有限公司提供担保的《最高额 保证合同》(编号:ZB9413202400000012),解除担保金额为人民币 6,000.00万元 本次担保是否有反担保:否 对外担保逾期的累计数量:无 2025年9月25日,经东睦新材料集团股份有限公司(以下简称"公 司"或"保证人")与上海浦东发展银行股份有限公司宁波分行(以下简 称"浦发银行"或"债权人")协商一致,双方同意提前解除于2024年5 月6日签订的编号为ZB9413202400000012的《最高额保证合同》。同日, 公司与浦发银行重新签订了编号为ZB9413202500000049的《最高额保证合 1 证券代码:600114 股票简称:东睦股份 编号:2025 ...
东睦股份股价跌5%,汇添富基金旗下1只基金重仓,持有23.55万股浮亏损失39.09万元
Xin Lang Cai Jing· 2025-09-23 05:29
Core Viewpoint - Dongmu New Materials Group Co., Ltd. experienced a 5% decline in stock price, closing at 31.54 CNY per share, with a trading volume of 630 million CNY and a turnover rate of 3.15%, resulting in a total market capitalization of 19.914 billion CNY [1] Company Overview - Dongmu New Materials Group Co., Ltd. is located in Ningbo, Zhejiang Province, established on July 11, 1994, and listed on May 11, 2004. The company specializes in powder metallurgy structural parts, primarily used in the automotive sector (including cars), household refrigeration compressors (air conditioners and refrigerators), motorcycles, power tools, office machinery, and construction machinery [1] - The revenue composition of the main business includes: powder pressing forming 43.04%, metal injection molding 41.18%, soft magnetic composite materials 15.16%, and others 0.61% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Huatai-PineBridge has a significant position in Dongmu shares. The fund, Huatai-PineBridge Multi-Strategy Mixed A (017298), reduced its holdings by 9,600 shares in the second quarter, maintaining 235,500 shares, which accounts for 1.98% of the fund's net value, ranking as the fourth-largest holding [2] - The fund was established on June 16, 2023, with a latest scale of 92.7104 million CNY. Year-to-date returns are 7.35%, ranking 6182 out of 8172 in its category; the one-year return is 13.8%, ranking 6463 out of 7995; and since inception, the return is 13.36% [2] Fund Manager Information - The fund managers for Huatai-PineBridge Multi-Strategy Mixed A (017298) are Song Peng and Liu Tong. As of the report, Song Peng has a tenure of 4 years and 30 days, managing a total fund size of 22.899 billion CNY, with the best return during his tenure being 14.81% and the worst being -2.12% [3] - Liu Tong has a tenure of 5 years and 186 days, managing a total fund size of 3.124 billion CNY, with the best return during his tenure being 29.89% and the worst being 0.96% [3]