Group 1 - On August 5, the financing buy-in amount for Lianmei Holdings was 0.11 billion, ranking 1168th in the two markets, with a financing repayment amount of 0.07 billion and a net buy-in of 3.9999 million [1] - Over the last three trading days from August 1 to August 5, Lianmei Holdings received financing buy-ins of 0.02 billion, 0.35 billion, and 0.11 billion respectively [1] Group 2 - On the same day, the short selling amounted to 45,000 shares, with a net sell of 33,200 shares [2]

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，公用事业行业上市公司董秘2024年薪酬平均数约为75.84万元，其中2024年薪酬最高为大 众公用董秘赵飞，高达200万元，薪酬最低为大连热电（维权）董秘郭晶，仅16.3万元（最低薪酬统计 剔除了未完整就职2024全年的董秘）。从整体薪酬分布来看，薪酬在50-100万元人数最多，共计74人， 占比55%。 公用事业行业董秘的年龄平均数约为47.77岁，其中50-59岁最多，人数共57人，占比约42%。其中恒盛 能源余国旭为年龄最大，67岁，学历为高中，2024年薪酬为84.95万元；甘肃能源戴博文为年龄最小33 岁，2024年薪酬为29.33万元。 从董秘学历分布来看，硕士、本科、大专及以下分别为70人、57人、5人，整体硕士学历在董秘群体中 占比最大，约为53%，其次为本科，占比约43%，体现出行业对综合素养的较高要 ...

Core Viewpoint - The announcement details the pledge and release of shares by the controlling shareholder, Lianmei Group, which holds a significant portion of Lianmei Quantum's shares, indicating the company's financial maneuvers and shareholder structure [1][2]. Share Pledge and Release Summary - Lianmei Group holds a total of 389,960,458 shares in Lianmei Quantum, representing 17.23% of the company's total share capital [1]. - A total of 151,200,000 shares were pledged, accounting for 38.77% of Lianmei Group's total shareholding [1][3]. - Following the release of 130,600,000 shares, the total pledged shares now amount to 151,200,000, which is 42.32% of the combined holdings of Lianmei Group and its action-in-concert party, Lianzhong New Energy [1][2]. Impact on Company - As of the announcement date, Lianmei Group's credit status is good, and it has the ability to meet its repayment obligations, indicating that the risks associated with the pledged shares are manageable [2]. - The pledge of shares is not expected to affect the actual control of the company or its operations and governance [2].

证券代码：600167 证券简称：联美控股 公告编号：2025-030 联美量子股份有限公司 关于公司控股股东股份部分质押及解质押的公告 | 股东名称 | 联美集团有限公司 | | --- | --- | | 本次解质股份（股） | 130,600,000 | | 占其所持股份比例（%） | 33.49 | | 占公司总股本比例（%） | 5.77 | | 解质时间 | 2025 年 7 月 4 日 | | 持股数量（股） | 389,960,458 | | 持股比例（%） | 17.23 | | 剩余被质押股份数量（股） | 151,200,000 | | 剩余被质押股份数量占其所持股份比例（%） | 38.77 | | 剩余被质押股份数量占公司总股本比例（%） | 6.68 | 联美量子股份有限公司（以下简称"公司"）股东联美集团有限 公司（以下简称"联美集团"）持有上市公司股份总数为 389,960,458 股，占公司总股本的 17.23%。本次质押股份为 151,200,000 股股份， 本次质押后再解质押 130,600,000 股股份，上述质押及解质押在均在 中国银河证券股份有限公司办理。截至本次 ...

中 喜 会 计 师 事 务 所 (特 殊 普 通 合 伙 ) ZHONGXI CPAs（SPECIAL GENERAL PARTNERSHIP） 中喜会计师事务所（特殊普通合伙） 关于上海证券交易所《关于联美量子股份有限公司 2024年年度报告的信息披露监管问询函》的回复报告 上海证券交易所： 我们于近期收到了联美量子股份有限公司（以下简称"联美控股"或"公司"）转来的 上海证券交易所（以下简称"上交所"）出具的《关于联美量子股份有限公司 2024 年年度报 告的信息披露监管问询函》（上证公函【2025】0673 号）（以下简称"问询函"）。按照工作 函的要求和公司的相关说明，基于我们对已执行的年报审计工作，现就有关事项说明如下： 一、问题一：关于货币资金及有息负债 年报及相关公告显示，公司期末货币资金 74.79 亿元，其中超 30 亿元为募集资金。2025 年 3 月,公司披露拟将热网升级改造及环保设备改造募投项目终止，项目剩余募集资金 9.76 亿元将存于募集资金专户中，其余在建募投项目进展缓慢，多个项目已延期。公司期末短 期借款 15.1 亿元，长期借款 0.5 亿元，一年内到期的非流动负债 3.7 ...

证券代码：600167 证券简称：联美控股 公告编号：2025－029 联美量子股份有限公司 关于对上海证券交易所《关于联美量子股份有限公司 2024 年年度报告的信息披露监管问询函》的回复公告 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。 联美量子股份有限公司于近期收到上海证券交易所《关于联美量子股份有限 公司 2024 年年度报告的信息披露监管问询函》（上证公函【2025】0673 号）(以 下简称"《问询函》")。针对《问询函》内容，现回复并公告如下： 一、关于货币资金及有息负债。年报及相关公告显示，公司期末货币资金 74.79 亿元，其中超 30 亿元为募集资金。2025 年 3 月，公司披露拟将热网升级 改造及环保设备改造募投项目终止，项目剩余募集资金 9.76 亿元将存于募集资 金专户中，其余在建募投项目进展缓慢，多个项目已延期。公司期末短期借款 15.1 亿元，长期借款 0.5 亿元，一年内到期的非流动负债 3.7 亿元。 请公司补充披露：（1）货币资金存放银行、是否为募集资金、期末余额、 日均存款余额 ...

诚通证券股份有限公司关于 上海证券交易所《关于联美量子股份有限公司2024年年度报告的 信息披露监管问询函》的回复报告 诚通证券股份有限公司（以下简称"诚通证券"）作为联美量子股份有限公 司（以下简称"联美控股"或"公司"）于 2017 年向联众新能源有限公司、联 美集团有限公司发行股份购买资产并募集配套资金之剩余募集资金的持续督导 机构，现对贵所下发的《关于联美量子股份有限公司 2024 年年度报告的信息披 露监管问询函》（上证公函【2025】0673 号）相关事项回复报告如下： 一、请保荐机构对募集资金核查情况发表意见 回复： （一）2024 年年度募集资金核查情况 1、募集资金的存放银行、余额及核查情况 截至 2024 年 12 月 31 日，公司 2017 年度非公开发行募集的配套资金具体 存放银行、余额情况如下： 单位：元 | 账户名称 | 开户银行 | 账号 | 金额 | | --- | --- | --- | --- | | 联美量子股份有限 | 盛京银行股份有限公司沈 | 0334210102000008691 | 837,554,850.26 | | 公司 | 阳市分行营业部 | | | | ...

Core Points - The China Securities Index Composite Public Utility Index closed at 3418.79 points, showing a decline of 2.42% over the past month, an increase of 3.50% over the past three months, and a year-to-date increase of 6.46% [1] - The index is designed to reflect the overall performance of different industry companies within the sample, categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] - The index's top ten holdings include Hengtong Optic-Electric (18.67%), Lianmei Holdings (17.39%), Fuchun Environmental (9.91%), Ningbo Energy (8.15%), and others [1] - The Shanghai Stock Exchange accounts for 73.80% of the index's holdings, while the Shenzhen Stock Exchange accounts for 26.20% [1] Industry Analysis - The sample of the China Securities Index Composite Public Utility Index is entirely composed of the heating and other sectors, with a 100.00% weight in this category [2] - The index sample is adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to special events affecting sample companies [2]

Group 1 - The company reported a steady increase in revenue for 2024, achieving an operating income of 3.509 billion yuan, a year-on-year growth of 2.87%, but faced profit pressure with a net profit of 659 million yuan, a decline of 23.29% [1] - The decrease in net profit and basic EPS, which was 0.2935 yuan (down 22.69% year-on-year), was primarily due to impairment losses on long-term assets and increased advertising media resource costs [1] - The clean energy segment generated 2.808 billion yuan in revenue, accounting for 80% of total revenue, with a slight growth of 0.88%, driven by stable heating and steam business [2] Group 2 - The advertising segment saw a revenue increase of 12.26% to 670 million yuan, benefiting from the expansion of the subsidiary Zhaoxun Media in the high-speed rail digital media sector [2] - Despite the revenue growth in advertising, the gross margin decreased by 8.27 percentage points to 33.68% due to rising media resource costs [2] - In Q1 2025, the company reported an operating income of 1.698 billion yuan, a slight decline of 1.06%, but net profit increased by 9.56% to 618 million yuan, attributed to falling coal costs [2] Group 3 - The company forecasts revenue growth for 2025-2027, estimating operating income of 3.615 billion, 3.796 billion, and 4.009 billion yuan, with net profits of 800 million, 853 million, and 921 million yuan respectively, reflecting year-on-year growth rates of 21.4%, 6.6%, and 8.0% [3] - Corresponding EPS is projected to be 0.35, 0.38, and 0.41 yuan, with PE ratios of 16.9X, 15.8X, and 14.6X [3]

Core Viewpoint - The legal opinion from Beijing Deheng Law Firm confirms that the differentiated equity distribution and special ex-rights and ex-dividend treatment for Lianmei Quantum Co., Ltd. complies with relevant laws and regulations, ensuring no harm to the interests of the company and its shareholders [4]. Group 1: Reasons for Differentiated Equity Distribution - The company held its eighth board meeting on November 16, 2023, and approved a share repurchase plan, having repurchased 38,309,470 shares by September 13, 2024 [2][3]. - Shares in the repurchase account do not participate in profit distribution, leading to a discrepancy between the total share capital and the actual shares participating in the 2024 profit distribution [3]. Group 2: Differentiated Equity Distribution Plan - The company plans to distribute a cash dividend of 2.00 yuan (including tax) for every 10 shares based on the total share capital minus the shares in the repurchase account, as approved in the 2024 annual shareholders' meeting on May 23, 2025 [3][4]. Group 3: Calculation Basis for Differentiated Equity Distribution - The ex-rights and ex-dividend reference price is calculated based on the previous closing price minus the cash dividend, adjusted for the change in circulating shares [4]. - The virtual cash dividend per share is calculated to be approximately 0.1966 yuan, resulting in a minimal impact on the ex-rights and ex-dividend reference price, less than 1% [4]. Group 4: Conclusion Opinion - The legal opinion concludes that the differentiated equity distribution aligns with the Company Law, Securities Law, and relevant regulations, with no detriment to the company or its shareholders [4].