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增资24.49亿元、持股51%获批,这家国字号医药集团实控山东药玻再进一步
Sou Hu Cai Jing· 2025-08-18 02:50
8月15日,山东药玻(600529.SH)收到公司控股股东山东鲁中投资有限责任公司(下称"鲁中投资")的 《通知函》称,鲁中投资收到本次权益变动相关方转发的国家市场监督管理总局出具的《经营者集中反 垄断审查不实施进一步审查决定书》(反执二审查决定[2025]447号),经初步审查,"对中国国际医药 卫生有限公司和国药国际香港有限公司收购山东鲁中投资有限责任公司股权案不实施进一步审查。你公 司从即日起可以实施集中。" 据悉,沂源县财政局近日出具了《关于山东鲁中投资有限责任公司以非公开协议方式增资的批复》(源 财国企[2025]16号),这也意味着,该局同意中国国际医药卫生有限公司(下称"国药国际")和国药国 际香港有限公司(下称"国药国际香港")对鲁中投资以非公开协议方式增资人民币244927.50万元。 此举标志着鲁中投资筹划重组迈出了关键一步。各方正在积极推进相关工作以确保《关于山东鲁中投资 有限责任公司之投资合作协议》(《投资合作协议》)约定的生效条件全部达成。 经济导报记者注意到,今年1月1日,山东药玻首次披露公告称,沂源县人民政府与国药国际正在筹划公 司控股股东鲁中投资重组事宜,可能涉及鲁中投资控股股 ...
地产仍处弱景气,供给端的变化更值得期待
ZHONGTAI SECURITIES· 2025-08-17 05:50
Investment Rating - The report maintains an "Overweight" rating for the building materials industry [2]. Core Insights - The real estate sector remains in a weak economic environment, but changes on the supply side are more promising [1]. - The cement sector is expected to benefit from demand driven by urban renewal and supply restrictions, leading to improved market conditions [4][7]. - The report highlights the potential for price increases in waterproofing products, which could enhance industry profit margins [7]. Summary by Sections Industry Overview - The building materials industry consists of 73 listed companies with a total market value of 838.733 billion yuan and a circulating market value of 789.313 billion yuan [2]. - The report notes a decline in real estate development investment, with a 12% year-on-year decrease, and a 4% drop in commercial housing sales area [7]. Key Companies - North New Building Materials: EPS forecast for 2024A is 2.2 yuan, with a "Buy" rating [5]. - Conch Cement: EPS forecast for 2024A is 1.5 yuan, with a "Buy" rating [5]. - China Jushi: EPS forecast for 2024A is 0.6 yuan, with a "Buy" rating [5]. - Weixing New Materials: EPS forecast for 2024A is 0.6 yuan, with a "Buy" rating [5]. - Sankeshu: EPS forecast for 2024A is 0.5 yuan, with an "Overweight" rating [5]. - Huaxin Cement: EPS forecast for 2024A is 1.2 yuan, with a "Buy" rating [5]. - Shandong Pharmaceutical Glass: EPS forecast for 2024A is 1.4 yuan, with a "Buy" rating [5]. - Qibin Group: EPS forecast for 2024A is 0.1 yuan, with an "Overweight" rating [5]. - Dongfang Yuhong: EPS forecast for 2024A is 0.1 yuan, with a "Buy" rating [5]. - Jianlang Hardware: EPS forecast for 2024A is 0.3 yuan, with a "Buy" rating [5]. - China National Materials: EPS forecast for 2024A is 1.5 yuan, with a "Buy" rating [5]. Market Trends - The cement market saw a 0.2% increase in prices, with specific regions experiencing price hikes of 10-30 yuan per ton [31]. - The national cement output for January to July 2025 was 958 million tons, a 4.5% year-on-year decrease [7]. - The report anticipates a steady upward trend in cement prices due to rising coal costs and improved demand conditions [31]. Recommendations - The report recommends focusing on companies that are likely to benefit from supply restrictions and urban renewal projects, such as Huaxin Cement and Conch Cement [7][8]. - It also suggests monitoring companies in the waterproofing sector, like Dongfang Yuhong, for potential profit margin improvements [7].
7月铁路、水电燃热投资高增,关注中西部区域基建投资机会
Tianfeng Securities· 2025-08-16 09:35
Investment Rating - Industry rating is maintained at "Outperform the Market" [5] Core Viewpoints - Infrastructure investment in July showed a high increase in railway and water electricity fuel investment, while overall infrastructure investment is experiencing marginal slowdown, particularly in the central and western regions [1][2] - Real estate development investment from January to July decreased by 12%, with a significant drop of 17.1% in July alone, indicating a continued weakness in the real estate sector [2] - The issuance of special bonds has accelerated, with a total of 27,775.89 billion yuan issued from January to July, representing a year-on-year increase of 56.5%, which is expected to support infrastructure investment growth in the second half of the year [1] - Cement demand is anticipated to gradually recover, with a focus on investment opportunities at relatively low points in the market, despite a 4.5% year-on-year decline in cement production from January to July [3] - The flat glass market is showing signs of improvement, with a slight increase in prices and a reduction in inventory levels, suggesting a potential recovery in demand [4] Summary by Sections Infrastructure Investment - In July, infrastructure investment growth was supported by a 21.5% year-on-year increase in water electricity fuel investment, while transportation and storage investment saw a 3.9% increase [2] - The report emphasizes the importance of focusing on major engineering projects and infrastructure investments in the central and western regions [1] Real Estate Sector - The real estate sector continues to show weakness, with significant declines in sales, new construction, and completion areas from January to July [2] - The report highlights the need for monitoring policy changes that could impact the real estate market [4] Cement and Glass Markets - Cement production decreased by 4.5% year-on-year, with a notable drop in July, but there are expectations for demand recovery as the market enters a peak season [3] - The flat glass market is experiencing a slight recovery, with improved trading conditions and reduced inventory levels [4]
山东省药用玻璃股份有限公司 关于控股股东重组事宜的进展公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-16 06:07
Group 1 - The company disclosed information regarding the restructuring of its controlling shareholder, Shandong Luzhong Investment Co., Ltd., which may lead to a change in the indirect controlling shareholder [1][2] - On June 20, 2025, an investment cooperation agreement was signed between China International Pharmaceutical Health Co., Ltd., its Hong Kong subsidiary, and other parties, allowing the former to acquire a 51% stake in Luzhong Investment [1] - The company received a notification on August 15, 2025, confirming that the anti-monopoly review by the State Administration for Market Regulation would not proceed further, allowing the acquisition to move forward [4] Group 2 - The investment from China International and its Hong Kong subsidiary amounts to approximately RMB 244.93 million [4] - The company is actively working to meet the conditions for the effectiveness of the investment cooperation agreement [5] - Relevant documents, including the notification from Luzhong Investment and the anti-monopoly review decision, are available for reference [6][7]
山东药玻(600529) - 山东省药用玻璃股份有限公司关于控股股东重组事宜的进展公告
2025-08-15 08:15
证券代码:600529 证券简称:山东药玻 编号:2025-040 1、公司于2025年1月1日披露了《山东省药用玻璃股份有限公司 关于控股股东筹划重组事宜的提示性公告》(编号2025-001),沂源 县人民政府与中国国际医药卫生有限公司(以下简称"国药国际") 正在筹划公司控股股东山东鲁中投资有限责任公司(以下简称"鲁中 投资")重组事宜,可能涉及鲁中投资控股股东变更,从而导致公司 间接控股股东变更。 山东省药用玻璃股份有限公司 关于控股股东重组事宜的进展公告 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个别及连带责任。 一、重组事宜已披露信息情况 若本次权益变动顺利推进并实施完成,公司间接控股股东将由鲁 中控股变更为国药国际,实际控制人将由沂源县财政局变更为国药集 团。 3、公司于2025年6月25日披露了《山东省药用玻璃股份有限公司 1 详式权益变动报告书》。 4、公司于2025年6月26日披露了《中信证券股份有限公司关于山 东省药用玻璃股份有限公司详式权益变动报告书之财务顾问核查意 见》。 2、公司于2025年6月23日披露了《 ...
109只个股连续5日或5日以上获主力资金净买入
Zheng Quan Shi Bao Wang· 2025-08-14 03:19
据iFind统计,截至8月13日,沪深两市共有109只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是青松建化,已连续16个交易日获净买入;连续获主力资金净买入天数较 多的还有保利发展、博汇纸业、兴业银行、济川药业、山东药玻、伊利股份、鼎阳科技、普邦股份等 股,分别获11个、11个、10个、10个、10个、10个、9个、9个交易日净买入。 (文章来源:证券时报网) ...
2025年中国中硼硅玻璃关联评审现状 “A”类评审结果占优【组图】
Qian Zhan Wang· 2025-08-12 09:27
转自:前瞻产业研究院 行业主要上市公司:力诺药包(301188.SZ)、山东药玻(600529.SH)、旗滨集团(601636.SH)、威高股份 (01066.HK)、正川股份(603976.SH)等 本文核心数据:产量;销量 2、"A"类与"I"类评审结果数量相当 1、关联评审流程 截至2025年,中国中硼硅玻璃包材"A"类与"I"类评审结果分布中,"A"类数量239个,占比47%,"I"类占 比53%。 最新修订的《中华人民共和国药品管理法》进一步明确规定:国务院药品监督管理部门在审批药品时, 对化学原料药一并审评审批,对相关辅料、直接接触药品的包装材料和容器一并审评,对药品的质量标 准、生产工艺、标签和说明书一并核准。原辅包登记平台上的"与制剂共同审评审批结果"标识改为两 种,即"A"和"I","A"代表已批准在上市制剂使用的原料/辅料/包材,"I"代表尚未通过与制剂共同审评 审批的原料/辅料/包材。 截至2025年中国中硼硅玻璃包材"A"类评审结果产品分布中,安瓿、输液瓶、注射剂瓶及其他分别为77 个、3个、116个和43个。 3、"A"评审结果国产数量多于进口 截至2025年中国中硼硅玻璃包材"A" ...
医疗器械行业12日主力净流出8.56亿元,冠昊生物、山东药玻居前
Sou Hu Cai Jing· 2025-08-12 07:55
来源:金融界 序号代码名称最新价涨跌幅主力净流入主力净占比1688301奕瑞科技98.04.814713.63万元10.42%2301363 美好医疗20.611.134124.51万元10.61%3688273麦澜德52.8318.063975.61万元5.16%4002551尚荣医疗 4.785.753884.50万元4.35%5688271联影医疗131.170.373222.21万元4.34%6870199倍益康44.445.162874.41 万元7.25%7688580伟思医疗55.865.42387.86万元7.8%8300030阳普医疗9.131.91932.05万元5.42%9300289 利德曼10.81.891818.85万元1.38%10688656浩欧博114.320.781732.01万元12.37% 8月12日,医疗器械行业上涨1.11%,今日主力资金流出8.56亿元,成分股69只上涨,30只下跌。 主力资金净流出居前的分别为冠昊生物(1426.8万元)、山东药玻(1325.8万元)、开立医疗(1240.81 万元)、翔宇医疗(1106.26万元)、山外山(1016.87万元)。 ...
重视强景气和稀缺性的电子布,“反内卷”大背景下易涨难跌的水泥
ZHONGTAI SECURITIES· 2025-08-10 09:03
Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [2]. Core Insights - The construction materials sector is experiencing a dual boost from urban renovation demands and supply restrictions due to the "anti-involution" trend, leading to sustained growth in the cement sector [6][35]. - The report highlights the strong demand for specialty electronic fabrics, driven by upgrades in cloud manufacturing, and recommends companies like Zhongcai Technology and Huazhong Technology [6]. - Cement prices are expected to stabilize and potentially rise due to self-regulatory measures in the industry, with recommendations for companies such as Conch Cement and Huaxin Cement [6][35]. Summary by Sections Industry Overview - The construction materials industry consists of 73 listed companies with a total market value of 807.18 billion yuan and a circulating market value of 761.71 billion yuan [2]. Key Companies and Performance - Key companies include: - Beixin Building Materials: EPS forecast for 2024A is 2.2 yuan, with a PE ratio of 12.2, rated as "Buy" [4]. - Conch Cement: EPS forecast for 2024A is 1.5 yuan, with a PE ratio of 16.7, rated as "Buy" [4]. - China Jushi: EPS forecast for 2024A is 0.6 yuan, with a PE ratio of 20.2, rated as "Buy" [4]. - Weixing New Materials: EPS forecast for 2024A is 0.6 yuan, with a PE ratio of 17.9, rated as "Buy" [4]. - Sankeshu: EPS forecast for 2024A is 0.5 yuan, with a PE ratio of 87.9, rated as "Overweight" [4]. - Huaxin Cement: EPS forecast for 2024A is 1.2 yuan, with a PE ratio of 14.0, rated as "Buy" [4]. Market Trends - The report notes that the cement market is currently stable, with an average shipment rate of 44% across key regions, and prices have reached or fallen below cost lines in many areas [35]. - The report emphasizes the importance of self-regulatory measures to alleviate operational pressures and suggests that if effectively implemented, cement prices may begin to rise [35]. Recommendations - The report recommends increasing allocations in construction materials, particularly in cement and specialty electronic fabrics, highlighting companies that are expected to benefit from ongoing market trends and regulatory changes [6][35].
医疗耗材公司财务总监PK:年薪50万以下占比24% 南微医学芮晨为年薪265万行业第二
Xin Lang Zheng Quan· 2025-08-08 03:21
Core Insights - The report highlights the significant role of CFOs in listed companies, with the total compensation for A-share CFOs reaching 4.27 billion yuan in 2024, averaging 814,800 yuan per year [1][2] Group 1: CFO Compensation Overview - The average annual salary for CFOs in the A-share medical device sector is 908,600 yuan [2] - The distribution of CFO salaries shows that 24% earn below 500,000 yuan, 42% earn between 500,000 and 1 million yuan, 29% earn between 1 million and 2 million yuan, and 5% earn above 2 million yuan [2] - The top three highest-paid CFOs are Dai Zhenhua from Huatai Medical at 2.70 million yuan, Rui Chenwei from Nanwei Medical at 2.65 million yuan, and Wu Jinhong from Guoke Hengtai at 1.77 million yuan [2] Group 2: CFO Demographics - The age distribution of CFOs shows that those aged 40-50 make up 57%, while 32% are over 50, and 11% are 40 or younger [1] - The youngest CFO is 31 years old, while the oldest is 60 years old [1] - In terms of educational background, 16% of CFOs have an associate degree, 66% hold a bachelor's degree, 16% have a master's degree, and only 2% possess a doctoral degree [1] Group 3: Salary Changes - Among CFOs with over two years of tenure, the largest salary decrease was observed for Kong Xiangqian from Aidi Te, with a decline of 16.86% year-on-year [2] - Conversely, the largest salary increase was for Song Yizhao from Shandong Glass, with a rise of 144.86% year-on-year [2]