公司于 2025 年 8 月 4 日收到上海证券交易所出具的《关于受理内蒙古蒙电 华能热电股份有限公司发行股份购买资产并募集配套资金申请的通知》 （上证 上审（并购重组）〔2025〕59 号），并于 2025 年 8 月 5 日披露了《内蒙古蒙电 华能热电股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交 易报告书（草案）（申报稿）》（以下简称"草案（申报稿）"）等文件。 相较公司于 2025 年 7 月 10 日披露的《内蒙古蒙电华能热电股份有限公司发 行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案）》，草案 （申报稿）对部分内容进行了修订，主要修订情况如下： | | 章节 | 修订情况 | | --- | --- | --- | | 重大事项提示 | | 更新本次交易尚未履行的决策和审批程序 | | 第一节 | 本次交易概况 | 更新本次交易已经履行和尚需履行的决策和审批程序 | | 第十一节 | 同业竞争与关联交易 | 优化标的公司报告期内关联方资金往来的表述 | | 第十三节 | 其他重要事项 | 补充、完善本次交易相关主体买卖上市公司股票的自查 | | 证券代码：600863 ...

重组股票代码：600863 上市地：上海证券交易所 股票简称：内蒙华电 内蒙古蒙电华能热电股份有限公司 发行股份及支付现金购买资产 | 并募集配套资金暨关联交易报告书（草案） | | --- | | （申报稿） | | 交易对方类型 | 交易对方名称 | | --- | --- | | 发行股份及支付现金购买资产 | 北方联合电力有限责任公司 | 独立财务顾问 募集配套资金 不超过 35 名符合条件的特定投资者 二〇二五年七月 内蒙华电发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案）（申报稿） 上市公司声明 本公司及本公司全体董事、监事及高级管理人员保证本报告书及其摘要内容 的真实、准确、完整，对本报告书及其摘要的虚假记载、误导性陈述或重大遗漏 负相应的法律责任。 本公司控股股东、实际控制人、董事、监事、高级管理人员承诺，如本次交 易因涉嫌所提供或者披露的信息存在虚假记载、误导性陈述或者重大遗漏而被司 法机关立案侦查或者被中国证券监督管理委员会立案调查的，在案件调查结论明 确之前，将暂停转让所持有的上市公司股份（如有）。将于收到立案稽查通知的 两个交易日内将暂停转让的书面申请和股票账户提交上市 ...

| 证券代码：600863 | 证券简称：内蒙华电 | 公告编号：临 | 2025-047 | | --- | --- | --- | --- | | 债券代码：240363 | | 债券简称：23 | 蒙电 Y1 | | 债券代码：240364 | | 债券简称：23 | 蒙电 Y2 | 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。 内蒙古蒙电华能热电股份有限公司董事会 内蒙古蒙电华能热电股份有限公司（以下简称 "公司"）拟通过发行股份 及支付现金相结合的方式向北方联合电力有限责任公司购买其持有的北方上都 正蓝旗新能源有限责任公司 70%股权与北方多伦新能源有限责任公司 75.51%股 权，并募集配套资金（以下简称"本次交易"）。 2025 年 8 月 5 日 2025 年 8 月 4 日，公司收到上海证券交易所出具的《关于受理内蒙古蒙电 华能热电股份有限公司发行股份购买资产并募集配套资金申请的通知》（上证上 审（并购重组）〔2025〕59 号），上海证券交易所依据相关规定对本次交易的 申请文件进行了核对，认为该项申请文件 ...

Core Viewpoint - The company plans to acquire a 70% stake in Northern Shangdu Zhenglanqi New Energy Co., Ltd. and a 75.51% stake in Northern Duolun New Energy Co., Ltd. from Northern United Power Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds [1] Group 1 - The company has received a notice from the Shanghai Stock Exchange regarding the acceptance of its application for issuing shares to purchase assets and raise supporting funds [1] - The transaction is subject to approval from the Shanghai Stock Exchange and registration consent from the China Securities Regulatory Commission before it can be officially implemented [1]

Group 1 - The article highlights that on July 31, several listed companies received target price upgrades from brokerages, with notable increases for Ningde Times, Su Shi Testing, and Yonghui Supermarket, showing target price increases of 66.28%, 48.13%, and 47.99% respectively [1][3] - Ningde Times received a "Buy" rating from Dongwu Securities with a target price of 440.00 yuan, indicating a significant potential upside [3] - Su Shi Testing was rated "Strong Buy" by Huachuang Securities with a target price of 24.22 yuan, reflecting a robust growth outlook [3] Group 2 - A total of 26 listed companies were recommended by brokerages on July 31, with Hisense Home Appliances receiving the most recommendations at four, followed by Su Shi Testing with three, and Yonghui Supermarket with two [4][5] - Hisense Home Appliances closed at 25.69 yuan and was recommended by four brokerages, indicating strong market interest in the white goods sector [5] - The article also mentions that Hunan Haili received its first coverage with a "Buy" rating from Great Wall Securities, indicating a positive outlook for the agricultural chemical products industry [7]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth potential identified for Ningde Times, Su Shi Testing, and Yonghui Supermarket, showing target price increases of 66.28%, 48.13%, and 47.99% respectively [1][3] - Ningde Times is rated as "Buy" by Dongwu Securities with a high target price of 440.00 yuan, indicating a strong bullish sentiment in the battery industry [3] - Su Shi Testing received a "Strong Buy" rating from Huachuang Securities with a target price of 24.22 yuan, reflecting optimism in the professional services sector [3] Group 2 - Yonghui Supermarket is rated to "Outperform Industry" by China International Capital Corporation with a target price of 7.00 yuan, showcasing positive expectations in the general retail sector [3] - Haier Smart Home received four recommendations from different brokerages, indicating strong interest in the white goods industry, while Su Shi Testing and Yonghui Supermarket received three and two recommendations respectively [4][5] - On July 31, a total of 26 listed companies received brokerage recommendations, with the highest number of recommendations going to Haier Smart Home [4][5] Group 3 - The article mentions that on July 31, there was one instance of initial coverage, where Hunan Haili was given a "Buy" rating by Great Wall Securities, indicating potential interest in the agricultural chemical products sector [7]

Core Viewpoint - Inner Mongolia Huadian's stock price closed at 4.03 yuan on July 31, 2025, down 0.98% from the previous trading day, with a trading volume of 220 million yuan and a turnover rate of 0.84% [1] Group 1: Company Overview - Inner Mongolia Huadian is a significant power generation enterprise in Inner Mongolia, primarily engaged in power generation, heating, and coal production and sales [1] - The company's power business covers Inner Mongolia and the North China, Beijing-Tianjin-Tangshan regions, and it has an annual coal production capacity of 15 million tons, providing a coal-electricity integrated synergy advantage [1] Group 2: Financial Performance - For the first half of 2025, Inner Mongolia Huadian reported total operating revenue of 9.827 billion yuan and a net profit attributable to shareholders of 1.557 billion yuan [1] - The company confirmed that coal production for 2025 is progressing according to the approved capacity of 15 million tons per year, with the first half's progress meeting expectations [1] Group 3: Market Activity - On July 31, 2025, the net inflow of main funds into Inner Mongolia Huadian was 19.2369 million yuan [1]

Core Viewpoint - Inner Mongolia Mengdian Huaneng Thermal Power Co., Ltd. reported a total operating revenue of 9.827 billion yuan and a net profit attributable to shareholders of 1.557 billion yuan for the first half of 2025, highlighting its significant role in energy supply in Inner Mongolia and surrounding regions [1] Group 1: Company Performance - The company achieved an operating revenue of 9.827 billion yuan in the first half of 2025 [1] - The net profit attributable to shareholders reached 1.557 billion yuan [1] Group 2: Business Overview - Inner Mongolia Mengdian Huaneng specializes in power generation, heating, and coal production and sales [1] - The company's power generation assets are entirely located in Inner Mongolia, ensuring electricity supply for both the region and areas such as North China and Beijing-Tianjin-Tangshan [1] - The company has a coal production capacity of 15 million tons, leveraging the synergy between coal and electricity [1] Group 3: Future Strategy - The company plans to implement the national energy security strategy and align with the "dual carbon" goals [1] - It aims to accelerate the development of the new energy industry and enhance the collaborative effects of coal and electricity [1] - Continuous improvement in operational management is a key focus for the company moving forward [1]

每经AI快讯，有投资者在投资者互动平台提问：2025年半年度业绩快报显示，报告期内，公司煤炭产 量实现694.80万吨，所属魏家峁煤矿原煤开采目前仍处于首采区末端，阶段性临近矿田边缘煤层，原煤 热值较上年同期有所下降.请问：1.2025年煤炭产量是否是按1500万吨规划生产的？2.原煤热值预计到什 么时候能够恢复正常？ 内蒙华电（600863.SH）7月31日在投资者互动平台表示，公司2025年煤炭生产按1500万吨/年核准产能 持续推进，上半年进度符合预期。目前原煤开采仍处于首采区末端，公司将加快推进第二采区剥离工 作。 （文章来源：每日经济新闻） ...

Group 1 - Xizang Tourism (600749.SH) has not engaged in business cooperation with units related to the lower reaches of the Yarlung Tsangpo River hydropower project [1] - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [1] - Sinopec Oilfield Service has won a contract worth 3.597 billion yuan for an engineering project [1] Group 2 - Inner Mongolia Huadian completed a power generation volume of 24.324 billion kWh in the first half of the year, a year-on-year decrease of 14.58% [1] - Datang Telecom plans to transfer 3.3333% equity in its subsidiary Hefei Storage [1] - Junsheng Electronics has repurchased a total of 0.925% of its shares, completing the buyback [1] Group 3 - CATL reported a net profit increase of 33.33% to 30.485 billion yuan in the first half of the year and plans to distribute a dividend of 10.07 yuan per share [1] - Rongda Photoelectric's controlling shareholder and concerted parties plan to reduce their holdings by no more than 2.00% [1][2] - Huanzi Technology's shareholders plan to collectively reduce their holdings by no more than 3% [1][2] Group 4 - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrade and renovation projects [3] - Hongxiang Co., Ltd.'s actual controller Yang Cheng has been released on bail [3]