7月23日，山东省属企业2025年上半年经济运行情况公布。在全国32个省级国资委监管企业中，不包括 直辖市，山东省属企业营业总收入、资产总额、所有者权益均居第1位；利润总额、净利润均居第2位， 持续保持前列。 具体来看呈现六个特点： (大众新闻记者陈晓婉) 经济规模稳步增长。上半年，山东省属企业营业收入和资产总额持续双增长。二季度，资产总额、营业 收入分别保持7%、6%以上增幅。15户企业营业收入实现同比增长。22户企业资产总额实现同比增长。 经营效益逐步回暖。上半年，省属企业实现利润总额496.9亿元，16户企业实现利润同比增长或减亏， 其中山东黄金（600547）、山东高速（600350）、山东发展等14户企业利润总额增速超过5%。上半 年，省属企业实现经营活动现金流量净额554亿元、同比增长7.9%，经营创现、自我造血能力显著回 升。 海外市场显现韧性。上半年，面对全球市场紧缩，省属企业加大海外市场布局优化，实现出口产品收入 607.3亿元。 研发转化有效提升。上半年，省属企业研发经费投入203.6亿元，主要投向机械制造、信息技术、交通 运输等行业，三新营业收入和新产品产值持续保持增长，其中，三新营业收 ...

因G3京台高速公路齐河至济南段改扩建工程槐荫枢纽位置德州至天桥方向匝道改扩建以及上跨天桥至泰安方向匝 道施工需要，为全力预防道路交通事故，保护人民群众生命财产安全,依据《中华人民共和国道路交通安全法》等 法律法规，根据设计文件和工程实际进展，济南市公安局交通管理支队、山东高速股份有限公司决定对G3京台高 速槐荫枢纽部分匝道进行临时交通管制，现通告如下: 一、自2025年7月28日5时起至2025年8月11日5时止，封闭京台高速槐荫枢纽北向东方向匝道。（德州至天桥收费 站方向） 路线：槐荫枢纽直行→国家医学中心收费站调头→京台高速北京方向→槐荫枢纽→天桥方向 二、自2025年8月11日5时起至2025年8月12日5时止，封闭京台高速槐荫枢纽东向南匝道。（天桥收费站至泰安方 向） 三、封闭期间，通行车辆可就近绕行齐河生态城、国际医学中心、天桥等收费站。 四、因施工活动需进一步采取交通管制措施的，另行发布相关通告或信息。 五、请广大驾乘人员及相关运输企业根据交通管制规定，提早做好出行规划，合理安排出行路线，因施工带来的 不便，敬请谅解。 济南市公安局交通管理支队 山东高速股份有限公司 2025年7月22日 绕行路线 ...

证券代码：600350 证券简称：山东高速 公告编号：2025-056 山东高速股份有限公司 关于股份回购实施结果暨股份变动的公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/4/30，由董事长提议 | | | | | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 月 6 日~2026 年 月 5 日 | 年 | 6 | 6 | | 预计回购金额 | 2亿元~3亿元 | | | | | 回购价格上限 | 15.45元/股 | | | | | 回购用途 | √减少注册资本 | | | | | | □用于员工持股计划或股权激励 | | | | | | □为维护公司价值及股东权益 | | | | | 实际回购股数 | 18,849,280股 | | | | | 实际回购股数占总股本比例 | 0.39% | | | | | 实际回购金额 | 200,003,509元 | | | | | 实际回购价格区间 | 10.16元/股~1 ...

Core Viewpoint - The issuance of A-shares by Shandong Huangan Energy Group aims to raise up to 718 million yuan, primarily to enhance liquidity and repay bank loans, reflecting confidence in the long-term value of the kitchen waste treatment and renewable energy industry [1][2]. Group 1: Fundraising and Corporate Strategy - The A-share issuance will be fully subscribed by the major shareholder, Shandong High-speed Industrial Investment Co., which will improve the company's financial strength and reduce financial risks [2][3]. - The funds raised will be used entirely for working capital and repaying bank loans, supporting the company's main business operations without significant changes to its business scope [2]. Group 2: Industry Growth and Market Position - The company specializes in the treatment of kitchen organic waste and the resource utilization of waste cooking oil, with a significant presence in nearly 20 major cities in China [2]. - The kitchen waste disposal market in China is expected to grow rapidly in the coming years due to the establishment of a waste classification system, presenting development opportunities for the company [2]. Group 3: Performance and Market Trends - The company anticipates a substantial increase in net profit for the first half of 2025, projecting a profit of 40 to 45 million yuan, a significant turnaround from previous losses [4]. - The increase in performance is attributed to cost reduction efforts, increased waste collection and processing volumes, and rising market prices for industrial-grade mixed oil due to EU sustainable aviation fuel policies [4][5]. - The demand for used cooking oil (UCO) is expected to surge, driven by international and domestic aviation fuel policies, indicating a robust market outlook for the company [5].

证券代码：000803 证券简称：山高环能 公告编号：2025-036 山高环能集团股份有限公司 关于与山东高速产业投资有限公司签订附条件生效的 股份认购协议暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别风险提示： 行人"）于2025年7月16日召开第十一届董事会第二十一次会议、第十一届监事 会第十三次会议，审议通过《关于向特定对象发行A股股票涉及关联交易事项的 议案》《关于公司与特定对象签署附条件生效的股份认购协议暨关联交易的议案》 等与本次发行相关议案，公司拟向特定对象发行A股股票（以下简称"本次发行" "本次向特定对象发行"），发行对象山东高速产业投资有限公司（以下简称"高速 产投"）为公司实际控制人控制的企业，因此高速产投认购本次发行股票、并与 公司签订附条件生效的股份认购协议构成关联交易。公司本次向特定对象发行所 涉及的关联交易事项尚须提交股东大会审议批准，关联股东将回避表决。 公司股东大会审议通过、深圳证券交易所审核通过和中国证监会同意注册后方可 实施。本次向特定对象发行方案能否获得相关的批准/核准，以及获得相关批准或 核准 ...

Core Viewpoint - The company is seeking shareholder approval for Shandong High-speed Industrial Investment Co., Ltd. to be exempt from making a mandatory offer following a specific share issuance plan [1][2]. Group 1: Share Issuance Details - The company plans to issue up to 139,888,845 A-shares, all of which will be subscribed by Shandong High-speed Industrial Investment Co., Ltd. [2]. - Post-issuance, Shandong High-speed Industrial Investment and Shandong High Photovoltaic Development Co., Ltd. will collectively hold over 30% of the company's shares [2]. Group 2: Regulatory Compliance - According to the relevant regulations, if the shareholders approve the issuance, the investor can be exempt from making a mandatory offer, provided they commit to not transferring the newly issued shares for three years [2]. - The company’s board has agreed to propose this exemption to the shareholders' meeting, with related parties abstaining from voting [2].

Group 1 - The A-share market indices closed mixed, with the Shanghai 180 risk-weighted index at 5107.99 points, showing a 2.82% increase over the past month, a 6.34% increase over the past three months, and a 2.48% increase year-to-date [1] - The Shanghai 180 risk-weighted index and the Shanghai 380 risk-weighted index are designed to equalize the risk contribution of each sample, allowing for risk diversification and a higher Sharpe ratio compared to market capitalization-weighted indices [1] - The index is based on a reference date of December 31, 2004, with a base point of 1000.0 [1] Group 2 - The top ten holdings in the Shanghai 180 risk-weighted index include: Yangtze Power (1.85%), China Construction Bank (1.77%), Agricultural Bank of China (1.62%), Industrial and Commercial Bank of China (1.54%), Bank of China (1.34%), Sichuan Investment Energy (1.27%), Guotou Power (1.17%), Shandong High-Speed (1.12%), China Mobile (1.05%), and Ninghu Expressway (1.04%) [1] - The index's holdings are entirely composed of stocks listed on the Shanghai Stock Exchange, with a 100% allocation [1] Group 3 - In terms of industry allocation, the financial sector accounts for 27.44%, industrial sector for 23.49%, utilities for 10.34%, materials for 9.22%, information technology for 8.17%, consumer discretionary for 5.83%, energy for 5.07%, healthcare for 4.28%, consumer staples for 3.22%, communication services for 2.55%, and real estate for 0.39% [2] - The index samples are adjusted quarterly, with adjustments occurring on the next trading day following the second Friday of March, June, September, and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

Group 1 - The core viewpoint is that Weifang is taking significant steps to develop the low-altitude economy through policy initiatives and infrastructure development, aiming to become a leader in this emerging sector [1][2][3] - Weifang's low-altitude economic pilot program will focus on three key areas: public services, commercial logistics, and cultural tourism [1] - The implementation plan includes the construction of drone takeoff and landing sites and a low-altitude control platform, integrating communication, navigation, and monitoring systems [1] Group 2 - As of 2024, the number of low-altitude economy enterprises in China is projected to reach 14,707, a 55.6% increase from 2020, indicating a new phase of scaled development in the industry [2] - Shandong province has 417 companies involved in the research and manufacturing of general aviation aircraft and drones, with a low-altitude economy scale of 42 billion yuan, reflecting a year-on-year growth of 38.6% [2] - By the end of 2024, Shandong is expected to have 22 general airports and 1,409 operational drone companies, ranking 6th and 3rd nationally, respectively [2] Group 3 - The construction of general airports is becoming a new focus in Shandong's planning, with a target of establishing 35 general airports and 400 digital low-altitude aircraft takeoff platforms by 2027 [3] - The establishment of a low-altitude economy research institute by Shandong High-Speed Group indicates proactive steps in exploring low-altitude economic planning and integrated land-air service management [3] Group 4 - The closure of Qingdao Liuting Airport in 2021 is set to be reversed, with plans to develop it into the largest, highest standard, and most functional low-altitude hub in the country [4]

证券代码：600350 证券简称：山东高速 公告编号：2025-055 山东高速股份有限公司 日常关联交易公告 本公司董事会及全体董事保证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： ??是否需要提交股东大会审议：根据《上海证券交易所股票上市规则》 《上 海证券交易所上市公司自律监管指引第 5 号——交易与关联交易》以及公司《关 联交易管理制度》等有关规定，本次关联交易事项无需提交股东大会审议。 ??日常关联交易对上市公司的影响：本次涉及的日常关联交易是为了满足 本公司日常业务开展的需要，关联交易各项条款公平合理，不存在损害本公司利 益的情形，不会对本公司的财务状况、经营成果造成重大不利影响，本公司未对 关联方形成依赖。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 六届董事会第七十六次会议，会议以6票同意、0票反对、0票弃权的表决结果审 议通过了《关于齐鲁高速公路股份有限公司签署相关框架协议补充协议的议案》， 关联董事均回避表决。本议案提交董事会审议前，已经公司第六届董事会独立董 事专门会议审议通过，全体独立董事一致同意 ...

证券代码：600350 证券简称：山东高速 公告编号：2025-055 山东高速股份有限公司 日常关联交易公告 本公司董事会及全体董事保证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： 是否需要提交股东大会审议：根据《上海证券交易所股票上市规则》《上 海证券交易所上市公司自律监管指引第 5 号——交易与关联交易》以及公司《关 联交易管理制度》等有关规定，本次关联交易事项无需提交股东大会审议。 日常关联交易对上市公司的影响：本次涉及的日常关联交易是为了满足 本公司日常业务开展的需要，关联交易各项条款公平合理，不存在损害本公司利 益的情形，不会对本公司的财务状况、经营成果造成重大不利影响，本公司未对 关联方形成依赖。 一、日常关联交易基本情况 齐鲁高速公路股份有限公司（以下简称"齐鲁高速"）于2023年11月23日与 山东高速集团有限公司（以下简称"山东高速集团"）签订《2024至2026年度综 合服务框架协议》《2024至2026年度服务提供框架协议》《2024至2026年度综合 采购框架协议》《2024至2026年度综合销售框架协议》，协 ...