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财达证券晨会纪要-20250603
Caida Securities· 2025-06-03 05:28
Summary of Key Points Core Insights - The report highlights the recent stock listings and trading suspensions of various companies, indicating a dynamic market environment with significant corporate actions taking place [1][2][3]. Company Listings - Haiyang Technology (603382) is scheduled for online subscription on June 3, 2025 [1]. - Several companies, including ST Zhongjia (000889) and ST Zhongli (002309), have announced trading suspensions due to risk warnings and other corporate announcements [1]. Trading Suspensions - A number of companies are facing trading suspensions due to various reasons, such as inability to disclose periodic reports and potential delisting risks. For instance, ST Gongzhi (000584) and ST Hengli (000622) are among those affected [1][2]. - Companies like Tianmao Group (000627) and Luoping Zinc Electric (002114) are also under suspension due to control change plans [1][2]. Special Trading Actions - Certain ETFs, including Invesco S&P Consumer Select ETF (159529) and Guotai S&P 500 ETF (159612), have been temporarily suspended to protect investor interests [1]. - The report notes that multiple bonds and financial instruments have also been suspended, reflecting broader market conditions and issuer-specific challenges [2][3]. Market Dynamics - The report indicates a trend of increased corporate restructuring and control changes, with several companies planning significant asset reorganizations or facing potential delisting [1][2]. - The overall market environment appears to be influenced by regulatory actions and corporate governance issues, leading to heightened volatility in stock and bond markets [1][2][3].
伊泰B收购ST新潮过半股权完成交割 后者提示正积极推进年报编制
4月28日,上交所就上述问题,向ST新潮下发监管工作函,上交所称,公司年审机构立信会计师事务所 已向公司发送《关于山东新潮能源股份有限公司2024年度财务报表审计和内部控制审计完成情况的沟通 函》,显示目前所有审计工作已经完成,基于执行审计工作的结果,根据审计准则的相关规定,对公司 2024年度财务报表发表无法表示意见,对公司2024年12月31日的财务报告内部控制发表无法表示意见。 尽管审计遇到波折,但ST新潮却是资本市场的香饽饽,去年汇能集团发起要约收购,今年1月17日,金 帝石油计划按照3.10元/股的价格,向全体ST新潮股东要约收购20%股权。4月18日,伊泰B股宣布,向 ST新潮全体股东以及金帝石油发出竞争性要约,计划以3.40元/股,收购51%的总股本。 ST新潮(600777)和伊泰B(900948)今日晚间公告,伊泰B股收购ST新潮总股本的50.10%已完成交割。 ST新潮公告,公司2024年年报和2025年一季报未能按时披露,公司正在积极推进解决。 3月20日晚间,ST新潮对外发布公告,宣布拟聘任立信会计师事务所(特殊普通合伙)为公司2024年度审 计机构。公司原聘任的审计机构中瑞诚会计师事 ...
ST新潮(600777) - 关于内蒙古伊泰煤炭股份有限公司要约收购公司股份交割完成的公告
2025-05-29 12:04
山东新潮能源股份有限公司(以下简称"上市公司"、"ST新潮"或"公司") 于2025年4月21日披露了内蒙古伊泰煤炭股份有限公司(以下简称"伊泰B股" 或"收购人")发来的《山东新潮能源股份有限公司要约收购报告书》(以下简称 "《要约收购报告书》")及相关文件。伊泰B股向全体ST新潮股东发出部分要约, 预定要约收购股份数量为3,468,252,870股,占上市公司总股本的51.00%,要约收 购价格为3.40元/股。本次要约收购期限共计30个自然日,期限自2025年4月23日 至2025年5月22日。根据伊泰B股发出的《要约收购报告书》,若要约期限届满时, 预受要约的股份数量未达到本次要约收购生效条件要求的数量(即在本次要约期 限内最后一个交易日15:00时,中国证券登记结算有限责任公司上海分公司(以 下简称"中登公司上海分公司")临时保管的预受要约的ST新潮股票申报数量不 低于1,904,138,831股,占ST新潮股份总数的28.00%),则本次要约收购自始不生 效。 截至2025年5月22日,本次要约收购期限届满。根据中登公司上海分公司提 供的数据统计,在本次要约收购期限内,预受要约的股东账户总数为20 ...
ST新潮(600777) - 关于定期报告披露进展暨公司股票可能被实施退市风险警示的风险提示及公司股票被实施其他风险警示相关事项的进展公告
2025-05-29 12:01
证券代码:600777 证券简称:ST 新潮 公告编号:2025-049 山东新潮能源股份有限公司关于 定期报告披露进展暨公司股票可能被实施退市 风险警示的风险提示及公司股票被实施其他 风险警示相关事项的进展公告 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。 特别提示: 1.因中兴华会计师事务所(特殊普通合伙)出具了否定意见的《内部控制审 计报告》,触及《上海证券交易所股票上市规则》第 9.8.1 条第(三)项规定的"最 近一个会计年度内部控制被出具无法表示意见或否定意见审计报告,或未按照规 定披露内部控制审计报告"的情形,山东新潮能源股份有限公司(以下简称"公 司")股票自 2024 年 4 月 30 日起被实施其他风险警示。 根据《上海证券交易所股票上市规则(2024 年 4 月修订)》第 9.8.5 条:"上 市公司股票因第 9.8.1 条第一款第(二)项至第(五)项规定情形被实施其他风 险警示的,在被实施其他风险警示期间,公司应当至少每月披露 1 次提示性公告, 分阶段披露涉及事项的解决进展情况"。公司将每月披露一次 ...
ST新潮:因未披露定期报告 公司股票自2025年5月6日起停牌
news flash· 2025-05-29 11:35
Core Points - ST New Wave (600777) announced that it cannot disclose the 2024 annual report and the 2025 Q1 report within the statutory deadline due to the need for further supplementary financial information [1] - The company's stock will be suspended from trading starting May 6, 2025 [1] - If the company fails to disclose the 2024 annual report within two months of the stock suspension, it will face delisting risk warnings and may resume trading [1] - If the company does not disclose a majority of the board's assurance of the authenticity, accuracy, and completeness of the 2024 annual report within two months of the delisting risk warning, there is a risk of termination of listing by the Shanghai Stock Exchange [1]
ST新潮:伊泰B股要约收购期限届满预受要约股份占总股本50.10%
news flash· 2025-05-29 11:35
Core Viewpoint - The announcement indicates that the tender offer for ST New Wave (600777) has successfully met the required conditions, with a significant portion of shares being accepted by shareholders [1] Group 1: Tender Offer Details - The tender offer period will expire on May 22, 2025 [1] - A total of 20,168 shareholder accounts participated in the tender offer [1] - The total number of shares tendered amounts to 3.407 billion shares, representing 50.10% of the company's total shares [1] Group 2: Shareholding Changes - The final number of shares tendered meets the conditions for the tender offer to be effective, although it is less than the number of shares the acquirer intended to purchase [1] - As of the date of the announcement, the clearing and transfer procedures for the tender offer have been completed [1] - After the tender offer, Yitai B shares hold a total of 3.407 billion shares in the company, which constitutes 50.10% of the total share capital [1]
财达证券晨会纪要-20250529
Caida Securities· 2025-05-29 07:18
Summary of Key Points Core Insights - The report highlights the recent market activities, including the listing of new companies and the suspension of several stocks due to various reasons such as dividend announcements and potential delisting risks [1][2][3]. Company and Industry Analysis - The report notes the listing of N Guqi (001390) on May 29, 2025, indicating a new entry into the market [1]. - Several ETFs, including the Guotai Zhongzheng Hong Kong Stock Connect High Dividend Investment ETF (159331), Invesco Great Wall S&P Consumer Select ETF (159529), and Guotai S&P 500 ETF (159612), were suspended for trading due to dividend announcements and investor protection measures [1]. - Stocks such as *ST Gongzhi (000584) and *ST Hengli (000622) are highlighted for their potential delisting risks due to failure to disclose periodic reports within the legal timeframe [1]. - The report mentions that companies like Tianmao Group (000627) and Luoping Zinc Electric (002114) are undergoing significant changes, leading to their stock suspensions [1][2]. - The report also lists various bonds and securities that have been suspended, indicating a broader trend of market adjustments and regulatory compliance [3][4][5].
A股首例竞争性要约收购案暂时落幕,但ST新潮风险犹存
Bei Ke Cai Jing· 2025-05-26 09:42
Core Viewpoint - ST New潮 has successfully completed a competitive tender offer for Inner Mongolia Yitai Coal Co., Ltd. (Yitai B shares), with a total of 3.407 billion shares accepted, accounting for 50.10% of the company's total shares [1][3]. Group 1: Tender Offer Details - The tender offer period ended on May 22, 2025, and the number of shares accepted met the conditions for the offer to be effective [1]. - Yitai B shares have deposited 100% of the required funds for the tender offer into a designated account at the Shanghai branch of China Securities Depository and Clearing Corporation [2]. - Following the completion of the tender offer, the transfer and registration of shares will be handled by a securities company within three trading days [2]. Group 2: Competitive Tender Offer Context - ST New潮's case is notable as it is the first instance of a competitive tender offer in the A-share market, where multiple parties (Yitai B shares and Jindi Petroleum) attempted to acquire the same target company [3]. - Jindi Petroleum was unable to meet the conditions for its tender offer and exited the process [3]. Group 3: Company Operations and Risks - Despite the completion of the tender offer, ST New潮's operational status may still present uncertainties [4]. - The company has been suspended from trading since May 6 due to its inability to disclose audited financial reports for 2024 and Q1 2025, and it is under investigation by the China Securities Regulatory Commission [5].
国常会定调,绿色制造风口来袭;A股两只科技大白马筹划吸收合并,今起停牌……盘前重要消息一览
证券时报· 2025-05-25 23:35
Key Points - The State Council has approved the "Manufacturing Green and Low-Carbon Development Action Plan (2025-2027)", emphasizing the need for green technology innovation and the deep transformation of traditional industries [4] - 26 new floating rate funds have been registered by the CSRC, with fee structures set at 1.2%, 1.5%, and 0.6%, along with performance assessment indicators [4] - The People's Bank of China and the State Administration of Foreign Exchange have issued a draft notice to improve cross-border financing for domestic companies going public overseas [4] - The National Cyber Administration of China has taken action against accounts spreading false information in the capital market and illegal stock recommendations [5] - The State Administration for Market Regulation has drafted a compliance guideline for charging behaviors on online trading platforms [5] - The Financial Regulatory Bureau has released a draft for public consultation on the information disclosure management of asset management products [5] - Huawei's open-source HarmonyOS has reached over 130 million lines of code and has been adopted in over 1,100 products across various industries [6] - Nvidia is reportedly launching a new AI chip for the Chinese market, significantly cheaper than its previous H20 chip, expected to start production in June [9] - Haiguang Information and Zhongke Shuguang are planning a merger through a share exchange, with their stocks suspended from trading [9] - Several banks, including Bank of China and Postal Savings Bank, have received approval for A-share stock issuance to specific investors, raising significant capital [10] - Northern Long Dragon is planning to issue shares and raise funds for asset acquisition, with its stock suspended from trading [11] - Runjian Co. has won a 374 million yuan project from China Mobile [12] - A lawsuit has been filed against CATL by Hanchuan Intelligent, involving approximately 60.88 million yuan [16] - Yunnan Copper is planning a restructuring through a share issuance to acquire a 40% stake in Liangshan Mining [17]
晚间公告丨5月23日这些公告有看头
第一财经· 2025-05-23 15:00
Group 1 - Ningde Times participated in the completion of the Zeyuan Fund, with a total scale of 10.128 billion yuan, increasing by 50.42% from the previous announcement [3] - Zhongjin Gold's controlling shareholder plans to inject four companies into the company to resolve competition issues, including acquiring stakes in Inner Mongolia Jintao and others [4][5] - Keli Yuan plans to invest an additional 500 million yuan in a storage industry fund, increasing its total investment to 700 million yuan [6] Group 2 - China Shenhua intends to acquire 7.43% of the National Energy Group Financial Company for 2.929 billion yuan, which is expected to increase its net profit by 97 million yuan [7] - Weir Shares plans to issue H-shares and list on the Hong Kong Stock Exchange [8] - Hualan Shares is establishing a joint venture for Tibetan medicinal baths and plaster products, with a registered capital of 7 million yuan [15] Group 3 - Yunnan Copper plans to acquire 40% of Liangshan Mining through a share issuance, with the stock resuming trading on May 26 [10] - Ruishun Technology's subsidiary plans to establish a joint venture in Malaysia to provide automation solutions [11] - ST Quanwei's stock will be subject to additional risk warnings due to ongoing litigation involving a subsidiary [12] Group 4 - Hengfeng Information's controlling shareholder has terminated the agreement to transfer part of the company's shares, with no impact on control [13] - Huadian Technology's subsidiary has not yet commenced substantial construction on a polyurethane new materials project [14] - ST Yinjian will remove the delisting risk warning and some other risk warnings, changing its stock name [38] Group 5 - China Tonghao won approximately 3.789 billion yuan in contracts in the rail transit market from March to April [39] - Intercontinental Oil and Gas plans to invest about 848 million USD in the Iraq South Basra project [40][41] - Jiaying Pharmaceutical's subsidiary signed a contract for the development of a traditional Chinese medicine innovation project [42] Group 6 - Ruidong Intelligent signed a strategic cooperation agreement with Shunde Vocational and Technical College to enhance collaboration in technology [43] - Jiaojian Co. won a bid for a drainage project worth 225 million yuan [44] - Hengshun Vinegar's controlling shareholder plans to increase its stake in the company by 50 to 100 million yuan [45]