| 股票代码：600120 | 证券简称：浙江东方 | | | 编号：2025-037 | | --- | --- | --- | --- | --- | | 债券代码：138898.SH | 债券简称：23 | 东方 | 01 | | | 债券代码：240620.SH | 债券简称：24 | 东方 | 01 | | | 债券代码：241264.SH | 债券简称：24 | 东方 | K1 | | | 债券代码：241781.SH | 债券简称：24 | 东方 | 03 | | 浙江东方金融控股集团股份有限公司 2025 年半年度业绩预告 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。 重要内容提示： ● 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利 润 3.88 亿元，与上年同期（2024 年半年度报告披露数据）相比，增加约 2.64 亿元， 同比增加约 211.76%；与上年同期（2024 年半年度重述后的财务数据）相比，增 加约 2.44 亿元，同比增加约 168.68%。 一、本期业绩预告情况 ...

Market Performance - The trust concept index rose by 2.07%, ranking fifth among concept sectors, with 19 stocks increasing in value [1] - Notable gainers included Huaguang Huaneng, which hit the daily limit, and other companies like Dae Oriental and Zhongyou Capital, which rose by 9.88%, 6.15%, and 4.84% respectively [1] Capital Flow - The trust concept sector saw a net inflow of 1.02 billion yuan, with 12 stocks receiving net inflows, and 5 stocks attracting over 30 million yuan each [2] - Zhongyou Capital led the net inflow with 859 million yuan, followed by Dae Oriental, Huaguang Huaneng, and Zhejiang Oriental with net inflows of 176 million yuan, 93.39 million yuan, and 55.52 million yuan respectively [2] Stock Performance - Dae Oriental, Huaguang Huaneng, and Baida Group had the highest net inflow ratios at 26.18%, 21.83%, and 13.73% respectively [3] - The top stocks in the trust concept sector based on net inflow included Zhongyou Capital, Dae Oriental, and Huaguang Huaneng, with respective daily price changes of 6.15%, 9.88%, and 9.98% [3][4]

Core Insights - The trust concept sector saw an increase of 1.22%, ranking third among concept sectors, with 12 stocks rising, including Huaguang Huaneng hitting the daily limit, and notable gains from Taida Co., COFCO Capital, and China Oil Capital, which rose by 3.82%, 3.81%, and 3.47% respectively [1][2] Sector Performance - The trust concept sector had a net outflow of 798 million yuan from main funds today, with seven stocks experiencing net inflows. COFCO Capital led with a net inflow of 78.75 million yuan, followed by Zhejiang Dongfang, Taida Co., and Guotou Capital with net inflows of 65.80 million yuan, 7.46 million yuan, and 5.35 million yuan respectively [2][3] Fund Flow Ratios - In terms of fund inflow ratios, Zhejiang Dongfang, COFCO Capital, and Delong Huineng had the highest net inflow rates at 4.78%, 4.08%, and 3.60% respectively [3]

Key Points - Juhua Co., Ltd. expects a net profit of 1.97 billion to 2.13 billion yuan for the first half of 2025, representing a year-on-year increase of 136% to 155% [1] - The main reasons for the significant profit growth include the continuous recovery in the prices of fluorinated refrigerants and stable growth in production and sales of core products [2] - Haida Group anticipates a net profit of 2.5 billion to 2.8 billion yuan for the first half of 2025, reflecting a year-on-year increase of 17.64% to 31.76% [3][4] - Huagong Technology expects a net profit of 890 million to 950 million yuan for the first half of 2025, indicating a year-on-year growth of 42.43% to 52.03% [5][6] - Yun Aluminum Co., Ltd. forecasts a net profit of 2.7 billion to 2.8 billion yuan for the first half of 2025, showing a year-on-year increase of 7.19% to 11.16% [7][8] - Saint Farm anticipates a net profit of 850 million to 950 million yuan for the first half of 2025, representing a year-on-year increase of 732.89% to 830.88% [13] - Dinglong Co., Ltd. expects a net profit of 290 million to 320 million yuan for the first half of 2025, reflecting a year-on-year increase of 33.12% to 46.9% [14] - Yuxiu Capital forecasts a net profit of 1.473 billion to 1.575 billion yuan for the first half of 2025, indicating a year-on-year growth of 45% to 55% [15] - Haohua Technology expects a net profit of 590 million to 650 million yuan for the first half of 2025, representing a year-on-year increase of 59.30% to 75.50% [16] - Huace Navigation anticipates a net profit of 320 million to 335 million yuan for the first half of 2025, indicating a year-on-year growth of 27.37% to 33.34% [18] - Dajin Heavy Industry expects a net profit of 510 million to 570 million yuan for the first half of 2025, reflecting a year-on-year increase of 193.32% to 227.83% [20] - Shandong Steel anticipates a net profit of approximately 12.71 million yuan for the first half of 2025, marking a turnaround from loss to profit [22]

| 股票代码：600120 | 证券简称：浙江东方 | | | 编号：2025-036 | | --- | --- | --- | --- | --- | | 债券代码：138898.SH | 债券简称：23 | 东方 | 01 | | | 债券代码：240620.SH | 债券简称：24 | 东方 | 01 | | | 债券代码：241264.SH | 债券简称：24 | 东方 | K1 | | | 债券代码：241781.SH | 债券简称：24 | 东方 | 03 | | 浙江东方金融控股集团股份有限公司 关于为下属公司提供担保的进展公告 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。 ● 被担保人名称： 3、浙江东方集团供应链管理有限公司（简称"东方供应链"） 4、舟山济海能源有限公司（简称"舟山济海"） 5、浙江东方乾睿贸易发展有限公司（简称"东方乾睿"） 6、浙江济桐贸易有限公司（简称"济桐贸易"） 上述被担保人中，东方嘉富人寿、浙江济海、东方供应链、舟山济海、东方 乾睿为公司控股子公司，济桐贸易为公司参股公司。 ...

| 证券代码：600120 | 证券简称：浙江东方 | | | 公告编号：2025-034 | | --- | --- | --- | --- | --- | | 债券代码：138898.SH | 债券简称：23 | 东方 | 01 | | | 债券代码：240620.SH | 债券简称：24 | 东方 | 01 | | | 债券代码：241264.SH | 债券简称：24 | 东方 | K1 | | | 债券代码：241781.SH | 债券简称：24 | 东方 | 03 | | 浙江东方金融控股集团股份有限公司 关于董事长辞职暨选举董事长的公告 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。 一、公司董事长辞职的情况 浙江东方金融控股集团股份有限公司（以下简称"公司"）董事会于近日收 到公司董事长金朝萍女士的辞职报告。根据组织安排，金朝萍女士不再兼任公司 董事长、董事、战略与 ESG 委员会主任委员、提名委员会委员、风险控制委员 会委员职务。金朝萍女士辞去前述职务后，不再担任公司任何职务。 | 离任职务 | | | 离任时 ...

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。 浙江东方金融控股集团股份有限公司（以下简称"公司"）十届董事会第十 三次会议于 2025 年 7 月 8 日以通讯方式召开，会议应参加表决董事 7 人，实参 加表决董事 7 人。会议召开符合《公司法》和《公司章程》的有关规定，所做决 议合法有效。 | 证券代码：600120 | 证券简称：浙江东方 | | | 公告编号：2025-035 | | --- | --- | --- | --- | --- | | 债券代码：138898.SH | 债券简称：23 | 东方 | 01 | | | 债券代码：240620.SH | 债券简称：24 | 东方 | 01 | | | 债券代码：241264.SH | 债券简称：24 | 东方 | K1 | | | 债券代码：241781.SH | 债券简称：24 | 东方 | 03 | | 会议审议并通过了如下议案： 浙江东方金融控股集团股份有限公司 一、关于选举公司董事长的议案 十届董事会第十三次会议决议公告 表决结果：同意票 7 票，反对票 ...

Group 1 - The company announced the resignation of its chairman, Jin Zhaoping, due to organizational arrangements [1] - Wang Zhengjia has been elected as the new chairman, with a term starting from the date of approval until the end of the company's tenth board term [1] - Jin Zhaoping did not hold any shares in the company and has completed the handover process [1]

Core Viewpoint - The discussion emphasizes the importance of patience in the relationship between General Partners (GPs) and Limited Partners (LPs) in the current investment climate, highlighting the need for mutual understanding and collaboration to navigate the challenges of the venture capital industry [2][5][21]. Group 1: Industry Trends - The 19th China Fund Partners Conference gathered key players in the investment industry to discuss the latest trends and dynamics in the LP market, focusing on the new cycle of venture capital [2][5]. - The current investment environment is characterized by a cooling period, necessitating GPs and LPs to work closely together and support each other [5][9]. Group 2: Company Insights - Dongfang Jiafu, a mixed-ownership technology investment institution, manages over 16 billion RMB in funds and focuses on early to mid-stage investments in sectors like intelligent manufacturing and life sciences [6]. - Shanghai Science and Technology Innovation Fund, established in 2017, has a management scale of 170 billion RMB and has invested in over 2,500 projects, with 159 companies listed [7]. - Yicun Capital, founded in 2015, has a management scale exceeding 300 billion RMB and focuses on sectors such as healthcare and artificial intelligence, with a strong emphasis on mergers and acquisitions [8]. Group 3: GP and LP Relationship Dynamics - The relationship between GPs and LPs has evolved, with LPs becoming more proactive and demanding, leading to a need for GPs to adapt their investment strategies accordingly [9][10]. - The collaboration between GPs and LPs is increasingly seen as a partnership, requiring shared goals and mutual understanding to achieve long-term success [14][20]. - The market has seen a significant shift, with state-owned LPs now accounting for approximately 80% of the total, indicating a change in the investment landscape [15][16]. Group 4: Patience Capital - The concept of "patience capital" is crucial in the current investment environment, where both GPs and LPs must cultivate trust and understanding to foster long-term relationships [21][22]. - The need for patience is particularly relevant in the context of technology innovation and early-stage investments, which require time to mature and yield returns [24][25]. - Effective communication and transparency between GPs and LPs are essential for building trust and ensuring that both parties can navigate the uncertainties of the market together [23][24].

Group 1 - TaiLong Pharmaceutical plans to apply for the registration and issuance of super short-term financing bonds not exceeding 800 million yuan, with a maturity of no more than 270 days, for purposes including replacing bank loans and supplementing working capital [1] - GuoXin Technology won a bid for a 46 million yuan automotive airbag ignition driver chip project, indicating its growing presence in the automotive semiconductor market [1] - GuoMai Technology expects a net profit increase of 60.52% to 100.33% for the first half of 2025, with a projected net profit of 125 million to 156 million yuan [2] Group 2 - ChangAluminum's subsidiary signed a 165 million yuan contract for the customized construction of a clinical and industrial base for a vaccine project, highlighting its involvement in the biopharmaceutical sector [3] - ZhongSalt Chemical acquired exploration rights for natural soda ash in Inner Mongolia for 929,000 yuan, expanding its resource base [4] - Six Kingdom Chemical announced the resignation of its deputy general manager, which may impact its operational strategy [5][6] Group 3 - FuYuan Pharmaceutical received a drug registration certificate for Bisoprolol Amlodipine tablets, indicating its expansion in the hypertension treatment market [7][8] - GuanShi Technology's subsidiary received a government subsidy of 7 million yuan, which is 45.29% of its net profit for the previous year, enhancing its financial position [9] - XiZhong Technology plans to repurchase shares worth between 75 million and 150 million yuan, aimed at employee stock ownership plans or equity incentives [10] Group 4 - BeiLu Pharmaceutical's subsidiary received approval for the raw material drug Iopromide, which is used as a contrast agent for various imaging examinations [12] - HongHui New Materials obtained a patent for a water-based protective paint for hardware parts, enhancing its product portfolio [13] - BoJi Pharmaceutical's subsidiary received two patents related to high bioavailability formulations, indicating innovation in biopharmaceutical technology [14] Group 5 - ChengJian Development received a cash dividend of 23.625 million yuan from its investment in Huaneng Capital, contributing to its investment income [15] - JiuZhou Pharmaceutical's subsidiary received a drug registration certificate for Sildenafil Citrate orally disintegrating tablets, expanding its product offerings in the erectile dysfunction treatment market [16] - RuiAng Gene's subsidiary received a government subsidy of 176,290 yuan, supporting its operational activities [17] Group 6 - FengFan Technology plans to acquire 100% equity of a subsidiary for 48 million yuan, indicating strategic expansion in the renewable energy sector [18] - AoJing Medical's subsidiary received a medical device production license, allowing it to manufacture absorbable surgical dressings [19] - TaiLin Bio's subsidiary won land use rights for an industrial site, facilitating its high-performance filter project [20] Group 7 - KaiPu Bio received a patent for a method and device for analyzing genomic copy number variations, enhancing its capabilities in molecular diagnostics [21] - Shanghai KaiBao received a drug registration certificate for Phlegm-Heat Clearing Capsules, which can be used in the treatment of COVID-19 symptoms [23] - TuoJing Life received two patents for high uniformity streptavidin applications, improving its diagnostic product stability [25] Group 8 - AnKe Bio's AK2024 injection received approval for clinical trials, marking a significant advancement in cancer treatment [26] - HuanYuan Pharmaceutical expects a net profit of 142 million to 160 million yuan for the first half of 2025, reflecting substantial growth [27] - JinHongShun terminated a major asset restructuring plan due to a lack of consensus among parties involved, impacting its strategic direction [28] Group 9 - HeZhan Energy signed a 177 million yuan contract for the sale of steel-concrete tower structures, indicating strong demand in the renewable energy sector [29] - InSai Group's acquisition plan for an 80% stake in ZhiZheTongXing was accepted by the Shenzhen Stock Exchange, indicating growth in its consulting business [30] - JiuDian Pharmaceutical received a drug registration certificate for Zinc Granules, enhancing its product line in gastrointestinal treatments [32] Group 10 - GuoYao Modern plans to publicly transfer a 51% stake in its subsidiary to optimize resource allocation [34] - GuoYao Modern's subsidiary received a drug registration certificate for Perindopril Indapamide tablets, expanding its hypertension treatment portfolio [36] - ZhongGong International signed a 175 million yuan engineering consulting service contract, showcasing its capabilities in project management [38] Group 11 - China Railway won contracts worth approximately 5.343 billion yuan for overseas construction projects, indicating its strong international presence [39] - JunPu Intelligent signed a framework contract for humanoid robot sales worth about 28.25 million yuan, reflecting growth in the robotics sector [41] - Sinopec's chairman resigned due to age, which may lead to changes in corporate governance [42] Group 12 - JiuFeng Energy's controlling shareholder plans to reduce their stake by up to 0.71%, indicating potential changes in ownership structure [44] - Zhejiang Oriental's subsidiary plans to establish a 1.74 billion yuan equity investment fund, focusing on strategic emerging industries [46] - ChenGuang New Materials received a government subsidy of 26 million yuan, significantly impacting its financial performance [48]