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杠铃策略加持下的大众公用(600635.SH/01635.HK):构建多元和稳健的组合
Ge Long Hui· 2025-07-14 03:16
Group 1 - The core viewpoint of the articles highlights the recognition of Dazhong Public Utility in the ESG field, with the company winning multiple awards, including the "ESG Excellent Leader" and "ESG Environmentally Friendly Excellent Enterprise" [1][5] - Dazhong Public Utility's strong ESG practices create a competitive barrier, leveraging its operations in gas, environmental protection, and venture capital to build a sustainable investment potential [5][6] - The awards received by Dazhong Public Utility validate its robust green operational capabilities in urban gas and wastewater treatment, emphasizing energy efficiency and pollution reduction [6][7] Group 2 - The ESG compliance capability has become a critical competitive advantage for public utility companies, especially under stringent "dual carbon" policies, allowing Dazhong Public Utility to avoid potential risks associated with environmental regulations [7][10] - The company’s monopolistic position in its service areas ensures stable demand for its services, with its gas supply business benefiting from the ongoing transition from coal to natural gas [10][11] - Dazhong Public Utility operates nine wastewater treatment plants with a total capacity of 46.5 tons per day, and is actively enhancing its facilities to meet the highest environmental standards [11][12] Group 3 - The current market environment favors a "barbell strategy," where investors seek stable, high cash flow assets alongside high-growth potential investments, making public utility stocks attractive [9][12] - Dazhong Public Utility's strong cash generation ability is reflected in its high dividend payout ratio, making it appealing to long-term institutional investors [12][18] - The company’s financial venture business is positioned to benefit from supportive policies aimed at promoting technological innovation and entrepreneurship, enhancing its growth prospects [13][14] Group 4 - Dazhong Public Utility's business model integrates stable public utility operations with growth-oriented venture capital activities, aiming to improve overall capital returns [16][18] - The narrowing AH share price gap indicates potential valuation recovery for Dazhong Public Utility, with its H-shares currently offering relative valuation advantages [18]
大众公用(600635) - H股公告-证券变动月报表

2025-07-03 08:30
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01635 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 533,643,000 | RMB | | 1 RMB | | 533,643,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 533,643,000 | RMB | | 1 RMB | | 533,643,000 | | 2. 股份分類 | 普通股 | A 股份類別 | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...
大众公用: 上海大众公用事业(集团)股份有限公司关于控股股东部分股份解质押及质押的公告

Zheng Quan Zhi Xing· 2025-06-20 09:21
Core Viewpoint - The announcement details the share pledge and release situation of Shanghai Dazhong Public Utilities (Group) Co., Ltd., specifically regarding its controlling shareholder, Shanghai Dazhong Enterprise Management Co., Ltd. Group 1: Shareholding and Pledge Details - The controlling shareholder, Shanghai Dazhong Enterprise Management Co., Ltd., holds 556,321,859 shares, accounting for 18.84% of the total share capital [1] - A total of 7,000,000 A-shares were released from pledge, representing 12.58% of the shares held by the controlling shareholder and 2.37% of the company's total share capital [1] - After the release, the remaining pledged shares amount to 245,000,000 A-shares, which is 44.04% of the shares held by the controlling shareholder [4] Group 2: Future Pledge and Financial Implications - In the next six months, 6,700,000 A-shares will mature for pledge, which is 12.04% of the shares held by the controlling shareholder and 2.27% of the company's total share capital, with a corresponding financing balance of RMB 89 million [4] - In the next year, 11,800,000 A-shares will mature for pledge, representing 21.21% of the shares held by the controlling shareholder and 4.00% of the company's total share capital, with a corresponding financing balance of RMB 139 million [4]
大众公用(600635) - 上海大众公用事业(集团)股份有限公司关于控股股东部分股份解质押及质押的公告

2025-06-20 08:30
| 股票代码:600635 | 股票简称: | 大众公用 | | 编号:临2025-025 | | --- | --- | --- | --- | --- | | 债券代码:138999 | 债券简称: | 23 公用 | 01 | | | 债券代码:240539 | 债券简称: | 24 公用 | 01 | | 上海大众公用事业(集团)股份有限公司 关于控股股东部分股份解质押及质押的公告 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个别及连带责任。 重要内容提示: 上海大众公用事业(集团)股份有限公司(以下简称"公司、本公司") 控股股东上海大众企业管理有限公司(以下简称"大众企管")持有本公司股份 数量 556,321,859 股(其中:A 股:495,143,859、H 股:61,178,000 股),占本 公司总股本比例 18.84%。截至本次股份解质押及质押完成后,大众企管持有本 公司股份累计质押数量 245,000,000 股 A 股股份,占其持股数量 44.04%。 公司近日接到控股股东大众企管的通知,其将所持有公司的部 ...
大众公用: 上海大众公用事业(集团)股份有限公司2024年年度股东大会的法律意见书

Zheng Quan Zhi Xing· 2025-06-13 11:50
Core Viewpoint - The legal opinion confirms that the 2024 Annual General Meeting of Shanghai Public Utilities (Group) Co., Ltd. was convened and conducted in accordance with relevant laws, regulations, and the company's articles of association [2][9]. Group 1: Meeting Notification and Procedures - The company announced the 2024 Annual General Meeting on March 29, 2025, through various media, including Shanghai Securities News and the Shanghai Stock Exchange website [3][8]. - The meeting notification included essential details such as the type of meeting, convenor, voting methods, and agenda items [3][4]. - The meeting was held on June 13, 2025, at the Xujiahui Center Intercontinental Hotel in Shanghai, with both on-site and online voting options available [3][4]. Group 2: Attendance and Qualifications - A total of 13 shareholders attended the meeting in person, representing 714,317,555 shares, which is 24.1942% of the total voting shares [4][5]. - The qualifications of the attending shareholders were verified, confirming compliance with legal and regulatory requirements [4][5]. Group 3: Proposals and Voting Procedures - The company proposed additional temporary resolutions for the meeting, including amendments to the articles of association and rules of procedure [5][6]. - Voting was conducted through both on-site and online platforms, with the results from both methods being combined for the final tally [6][8]. - The voting process adhered to the rules set forth in the company's articles of association and relevant regulations [6][9]. Group 4: Voting Results - The meeting included various resolutions, with specific proposals related to daily related transactions and the appointment of auditors for the 2025 fiscal year [6][9]. - Resolutions requiring special approval were passed with more than two-thirds of the votes, while other resolutions were approved by a simple majority [6][9].
大众公用(600635) - 上海大众公用事业(集团)股份有限公司2024年年度股东大会决议公告

2025-06-13 11:00
| 证券代码:600635 | 证券简称:大众公用 | | | 公告编号:2025-023 | | --- | --- | --- | --- | --- | | 债券代码:138999 | 债券简称:23 | 公用 | 01 | | | 债券代码:240539 | 债券简称:24 | 公用 | 01 | | 上海大众公用事业(集团)股份有限公司 2024年年度股东大会决议公告 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: 本次会议是否有否决议案:无 一、 会议召开和出席情况 (一)股东大会召开的时间:2025 年 6 月 13 日 (二)股东大会召开的地点:上海市徐汇区中山西路 1515 号徐家汇中心城际酒店 三楼柏林厅 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: | 1、出席会议的股东和代理人人数 | 723 | | --- | --- | | 其中:A 股股东人数 | 722 | | 境外上市外资股股东人数(H 股) | 1 | | 2、出席会议的股东所持有表决权的股份总数(股 ...
大众公用(600635) - 上海大众公用事业(集团)股份有限公司第十二届董事会第十一次会议决议公告

2025-06-13 11:00
| 股票代码:600635 | 股票简称: | 大众公用 | | | 编号:临2025-024 | | --- | --- | --- | --- | --- | --- | | 债券代码:138999 | 债券简称: | 23 | 公用 | 01 | | | 债券代码:240539 | 债券简称: | 24 | 公用 | 01 | | 1、审议通过了《关于董事会提名委员会主任及委员变更的议案》; 根据香港联交所《<主板上市规则>的修订》文件对提名委员会多元化要求的 有关规定,董事会提名委员会主任及委员进行相应变更。 全体提名委员会委员选举姜国芳先生为第十二届董事会提名委员会主任。经 董事局主席杨国平先生提名并经董事会提名委员会审议,认为李颖琦女士任职资 格及任职条件符合上海证券交易所和香港联交所的相关规定,同意李颖琦女士担 任公司第十二届董事会提名委员会委员。以上人员任职期限自董事会审议通过之 1 日起至公司第十二届董事会届满之日止。 上海大众公用事业(集团)股份有限公司 第十二届董事会第十一次会议决议公告 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 ...
大众公用(600635) - 上海大众公用事业(集团)股份有限公司2024年年度股东大会的法律意见书

2025-06-13 10:47
Jin Mao Partners 金 茂 凯 德 律 师 事 务 所 13F, Hong Kong New World Tower, No. 300 Huaihai Zhong Rd, Shanghai, 200021, P.R.C. 中国 上海 淮海中路300 号香港新世界大厦13 层 邮编:200021 Tel/电话:(8621) 6387 2000 Fax/传真:(8621) 6335 3272 致:上海大众公用事业(集团)股份有限公司 上海大众公用事业(集团)股份有限公司(以下简称"公司")2024 年年 度股东大会(以下简称"本次股东大会")于 2025 年 6 月 13 日下午在上海市徐 汇区中山西路 1515 号徐家汇中心城际酒店三楼柏林厅召开。上海金茂凯德律师 事务所(以下简称"本所")经公司聘请委派张博文律师、游广律师出席会议, 并根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民共 和国证券法》(以下简称"《证券法》")、中国证券监督管理委员会《上市公 司股东会规则》(以下简称"《股东会规则》")等相关法律、法规和规范性文 件以及《上海大众公用事业(集团)股份有限公司章程》 ...
上海大众公用事业(集团)股份有限公司

Shang Hai Zheng Quan Bao· 2025-06-10 20:00
公司近日接到控股股东大众企管的通知,其将所持有公司的部分股份办理了解除质押及质押,现将具体 情况公告如下: 登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码:600635 股票简称: 大众公用 编号:临2025-022 债券代码:138999 债券简称: 23 公用 01 债券代码:240539 债券简称: 24 公用 01 上海大众公用事业(集团)股份有限公司 关于控股股东部分股份解质押及质押的公告 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个别及连带责任。 重要内容提示: ● 上海大众公用事业(集团)股份有限公司(以下简称"公司、本公司")控股股东上海大众企业管理有 限公司(以下简称"大众企管")持有本公司股份数量556,321,859股(其中:A股:495,143,859、H股: 61,178,000股),占本公司总股本比例18.84%。截至本次股份解质押及质押完成后,大众企管持有本公 司股份累计质押数量287,000,000股A股股份,占其持股数量51.59%。 一、上市公司股份解质情况 ■ 大众企管于2025年6 ...
大众公用(600635) - 上海大众公用事业(集团)股份有限公司关于控股股东部分股份解质押及质押的公告

2025-06-10 16:31
| 股票代码:600635 | 股票简称: | 大众公用 | | | 编号:临2025-022 | | --- | --- | --- | --- | --- | --- | | 债券代码:138999 | 债券简称: | 23 | 公用 | 01 | | | 债券代码:240539 | 债券简称: | 24 | 公用 | 01 | | 上海大众公用事业(集团)股份有限公司 关于控股股东部分股份解质押及质押的公告 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个别及连带责任。 重要内容提示: 上海大众公用事业(集团)股份有限公司(以下简称"公司、本公司") 控股股东上海大众企业管理有限公司(以下简称"大众企管")持有本公司股份 数量 556,321,859 股(其中:A 股:495,143,859、H 股:61,178,000 股),占本 公司总股本比例 18.84%。截至本次股份解质押及质押完成后,大众企管持有本 公司股份累计质押数量 287,000,000 股 A 股股份,占其持股数量 51.59%。 公司近日接到控股股东大众企管的 ...