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长城电工:2025年预亏3.15亿元,营收下降致业绩欠佳
Xin Lang Cai Jing· 2026-01-23 07:40
长城电工公告称,预计2025年年度归属于上市公司股东的净利润约为-3.15亿元,上年同期为-2.25亿 元;扣除非经常性损益后的净利润约为-3.41亿元,上年同期为-2.61亿元。业绩预亏主要因原材料价格 持续高位,产品毛利率受挤压;市场需求不足、竞争加剧,订单获取难,营收下降,固定及刚性成本无 法有效分摊。预告未经审计,具体数据以2025年年报为准。 ...
商业航天板块,大面积涨停
第一财经· 2026-01-22 03:13
Core Viewpoint - The commercial aerospace sector is experiencing significant stock price increases, driven by news of SpaceX's potential IPO and the government's focus on building a strong aerospace nation as part of the 14th Five-Year Plan [1][3][4]. Group 1: Stock Performance - On January 22, several stocks in the commercial aerospace sector saw substantial gains, with over ten stocks hitting the daily limit, including Tengda Technology and Jieli Rigging [1]. - Notable stock performances include: - Triangle Defense: +15.80% - Tianli Composite: +15.36% - Zhongtai Shares: +14.49% - Jianghang Equipment: +10.81% [2]. Group 2: SpaceX IPO News - Reports indicate that Elon Musk is actively pushing for SpaceX's IPO, aiming to complete it by July this year, which marks a shift from his previous resistance to going public [3]. - The IPO is seen as crucial for funding Musk's ambition to establish data centers in space and to support his AI company, xAI, in competing with rivals [3]. Group 3: Government Initiatives - The current year marks the beginning of the 14th Five-Year Plan, with a focus on accelerating the construction of a strong aerospace nation, which is now a key task in the national agenda [4]. - The construction of China's first offshore liquid rocket launch recovery test platform is underway, highlighting the government's commitment to advancing aerospace capabilities [4].
A股异动丨核能核电股走强,沃尔核材涨超5%,特朗普称美国正“大力”发展核能
Ge Long Hui A P P· 2026-01-22 02:03
Core Viewpoint - The A-share market is experiencing a surge in nuclear energy stocks following U.S. President Trump's announcement of significant developments in nuclear energy, including the signing of an executive order to approve the construction of multiple nuclear plants [1] Group 1: Stock Performance - Zhongchao Holdings (002471) and CITIC Heavy Industries (601608) both saw a maximum increase of 10.04%, with total market values of 10.6 billion and 36.6 billion respectively [2] - Great Wall Electric (600192) increased by 10.00%, with a market value of 4.956 billion [2] - China Uranium Industry (001280) rose by 7.28%, with a market value of 191.5 billion and a year-to-date increase of 52.00% [2] - Aerospace Technology (688239) and沃尔核材 (002130) increased by 5.18% and 5.14% respectively, with market values of 1.33 billion and 41 billion [2] - Other notable increases include Changfu Co. (920396) at 4.85%, Shanghai Electric (601727) at 4.36%, and China Power (600482) at 4.18% [2] Group 2: Market Trends - The overall trend indicates a strong interest in nuclear energy stocks, likely driven by the U.S. government's renewed focus on nuclear energy development [1] - The year-to-date performance of several companies in the nuclear sector shows significant growth, with some companies like China Uranium Industry and CITIC Heavy Industries achieving over 20% increases [2]
核能核电股走强,沃尔核材涨超5%,特朗普称美国正“大力”发展核能
Ge Long Hui· 2026-01-22 01:54
Group 1 - The A-share market saw a strong performance in nuclear energy stocks, with companies like Zhongchao Holdings, CITIC Heavy Industries, and Great Wall Electric reaching their daily limit up [1] - President Trump announced that the U.S. is "strongly" developing nuclear energy and has signed an executive order to approve the construction of multiple new nuclear plants [1] Group 2 - Notable stock performances include Zhongchao Holdings and CITIC Heavy Industries both increasing by 10.04%, with market capitalizations of 10.6 billion and 36.6 billion respectively [2] - China Uranium Industry rose by over 7%, while other companies like Aerospace Technology and Wolong Nuclear Materials increased by over 5% [1][2] - Year-to-date performance shows China Uranium Industry with a 52% increase, while CITIC Heavy Industries has risen by 21.4% [2]
长城电工:公司及控股子公司不存在逾期担保情况
Zheng Quan Ri Bao· 2026-01-13 09:37
证券日报网讯 1月13日,长城电工发布公告称,公司及控股子公司不存在逾期担保情况。 (文章来源:证券日报) ...
长城电工(600192.SH):独立董事贾洪文辞职
Ge Long Hui A P P· 2026-01-13 08:30
格隆汇1月13日丨长城电工(600192.SH)公布,公司董事会于近日收到公司独立董事贾洪文先生的书面辞 职报告,贾洪文先生因在公司担任独立董事满6年,申请辞去公司第八届董事会独立董事、董事会审计 委员会委员、董事会薪酬与考核委员会主任委员、董事会提名委员会委员职务、董事会战略委员会委 员,董事会可持续发展委员会委员,辞职后贾洪文先生将不再担任公司任何职务。 ...
长城电工(600192) - 长城电工关于独立董事离任的公告
2026-01-13 08:30
| | | | 原定任期 | | 是否继续在 上市公司及 | 具体职 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | 到期日 | 离任原因 | 其控股子公 | 务(如 适用) | 毕的公开 | | | | | | | 司任职 | | 承诺 | | | 独立董事、审计委 员会委员、薪酬与 考核委员会主任 | 东会选举 | | | | | | | | | 自公司股 | | | | | | | 贾洪文 | 委员、提名委员会 | 产生新任 | 2025 年 1 | 独立董事任 | 否 | 不适用 | 否 | | | 委员职务、战略委 | 独立董事 | 月 15 日 | 职满 6 年 | | | | | | 员会委员、可持续 | 之日 | | | | | | | | 发展委员会委员 | | | | | | | 证券代码:600192 证券简称:长城电工 公告编号:2026-02 兰州长城电工股份有限公司 关于独立董事离任的公告 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 ...
长城电工(600192) - 长城电工关于为子公司提供担保进展的公告
2026-01-13 08:30
证券代码:600192 证券简称:长城电工 公告编号:2026-03 兰州长城电工股份有限公司 关于为子公司提供担保进展的公告 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。 | 对外担保逾期的累计金额(万元) | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股子公司对外担保总额(万元) | 51612.12 | | 对外担保总额占上市公司最近一期经审计净资产的比例(%) | 43.68 | | □对外担保总额(含本次)超过上市公司最近一期经审计净资产 特别风险提示 | | | 50% | | | □对外担保总额(含本次)超过上市公司最近一期经审计净资产 | | | 100% | | | □对合并报表外单位担保总额(含本次)达到或超过最近一期经 | | | 审计净资产 30% | | | 本次对资产负债率超过 70%的单位提供担保 | | | 天水电气传动研究所集团有限公司、天水长城控制电器有限责任 | | | 其他风险提示 公司的其他少数股东未提供同比例担保,敬请投资者注意相关风 | | | 险 ...
长城电工(600192) - 长城电工关于董事会延期换届的公告
2026-01-13 08:30
本次延期换届不会影响公司的正常经营。公司将尽快推进董事会 换届工作,并按照规定及时履行信息披露义务。 特此公告。 兰州长城电工股份有限公司董事会 2026 年 1 月 14 日 兰州长城电工股份有限公司 关于董事会延期换届的公告 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。 兰州长城电工股份有限公司(以下简称"公司")第八届董事 会将于 2026 年 1 月 15 日任期届满。鉴于相关换届工作尚在筹备中, 为确保董事会工作的连续性和稳定性,公司董事会将延期换届,公司 董事会、董事会各专门委员会及高级管理人员的任期将相应顺延。 在新一届董事会换届选举工作完成前,公司第八届董事会全体成 员、董事会各专门委员会成员及高级管理人员将按照相关法律法规和 公司章程等有关规定,继续履行相应的职责和义务。 证券代码:600192 证券简称:长城电工 公告编号:2026-01 ...
长城电工:独立董事贾洪文辞任
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-13 08:25
21智讯1月13日电,长城电工公告,公司董事会于近日收到独立董事贾洪文先生的书面辞职报告,贾洪 文先生因在公司担任独立董事满6年,申请辞去公司第八届董事会独立董事、董事会审计委员会委员、 董事会薪酬与考核委员会主任委员、董事会提名委员会委员、董事会战略委员会委员及董事会可持续发 展委员会委员职务,辞职后贾洪文先生将不再担任公司任何职务。贾洪文先生的辞职将在公司股东会选 举产生新任独立董事后生效,在此之前其将继续履职。截至公告披露日,贾洪文先生未持有公司股份, 不存在应当履行而未履行的承诺事项。 ...