登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601199 证券简称：江南水务 公告编号：临2025-029 江苏江南水务股份有限公司（以下简称"公司"）于2025年8月6日召开第八届董事会第三次会议审议通过 了《关于以公开挂牌方式转让江阴浦发村镇银行股份有限公司8%股权的议案》，同意以公开挂牌方式 转让江阴浦发村镇银行股份有限公司（以下简称"浦发村镇银行"）8%股权，挂牌转让价格不低于所持 浦发村镇银行8%股权对应评估值1,254.8353万元。具体内容详见公司于2025年8月7日披露的《江南水务 关于出售资产的公告》（公告编号：临2025-028）。 二、交易进展情况 2025年8月15日，浦发村镇银行8%股权正式在常州产权交易所有限公司（e交易平台www.ejy365.com） 公开挂牌转让，挂牌价格为12,548,357.78元，挂牌起始日为2025年8月15日，挂牌截止日期为2025年9月 25日，项目编号为N0101GQ250024。本次挂牌转让的具体信息可在e交易平台（www.ejy365.com）进行 查询。 三、其他说明 债券代码：252240 债券简称：23江南01 江苏江南 ...

江苏江南水务股份有限公司（以下简称"公司"）于 2025 年 8 月 6 日召开第八届 董事会第三次会议审议通过了《关于以公开挂牌方式转让江阴浦发村镇银行股份有限 公司 8%股权的议案》，同意以公开挂牌方式转让江阴浦发村镇银行股份有限公司（以 下简称"浦发村镇银行"）8%股权，挂牌转让价格不低于所持浦发村镇银行 8%股权对 应评估值 1,254.8353 万元。具体内容详见公司于 2025 年 8 月 7 日披露的《江南水务 关于出售资产的公告》（公告编号：临 2025-028）。 债券代码：252240 债券简称：23 江南 01 证券代码：601199 证券简称：江南水务 公告编号：临 2025-029 江苏江南水务股份有限公司 关于出售资产的进展公告 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个别及连带责任。 一、交易概述 二〇二五年八月十六日 2 二、交易进展情况 2025 年 8 月 15 日，浦发村镇银行 8%股权正式在常州产权交易所有限公司（e 交 易平台 www.ejy365.com）公开挂牌转让，挂牌价格为 12, ...

2025年8月6日，江苏江南水务股份有限公司召开第八届董事会第三次会议，审议通过以公开挂牌方式转 让江阴浦发村镇银行股份有限公司8%股权的议案，挂牌转让价不低于对应评估值1254.8353万元。8月 15日，该部分股权正式在常州产权交易所有限公司（e交易平台）公开挂牌，挂牌价12548357.78元，挂 牌期至9月25日。最终交易价及受让方将依挂牌结果确定，目前受让方未明确，转让能否成功存不确定 性。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601199 证券简称：江南水务公告编号：临2025-028 债券代码：252240 债券简称：23江南01 江苏江南水务股份有限公司关于出售资产的公告 本公司董事会、全体董事及相关股东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： ●交易简要内容：江苏江南水务股份有限公司（以下简称"公司"）拟通过产权交易所以公开挂牌方式转 让所持参股子公司江阴浦发村镇银行股份有限公司（以下简称"浦发村镇银行"）8%股权，挂牌转让价 格不低于所持浦发村镇银行8%股权对应评估值1,254.8353万元。 ●本次交易不构成关联交易：本次交易拟采用公开挂牌转让方式，交易对方尚未确定，暂不构成关联交 易。 ●本次交易不构成重大资产重组 ●交易实施尚需履行的审批及其他相关程序：本次交易已经公司第八届董事会第三次会议审议批准，无 需提交股东大会；尚需履行产权交易所公开挂牌程序。 公司参股子公司浦发村镇银行为贯彻落实国家政策将进行改革重组，公司为进一步优化投资结构，拟通 过产权交易机构以公开挂牌方式转让 ...

Group 1 - BeiGene reported a net profit of 450 million yuan for the first half of 2025, reversing a loss of 287.7 million yuan in the same period last year, with a total revenue of 17.518 billion yuan, up 46.0% year-on-year [1] - The company attributed the profit increase to significant growth in product revenue and improved operational efficiency through cost management [1] Group 2 - Tianyang Technology is planning to acquire a portion of the equity in Tonglian Financial Services Co., Ltd. and related companies, aiming to enhance its competitive advantage in credit card and consumer finance system services [2] - The acquisition is expected to create synergies in areas such as industry positioning, product development, and technical services [2] Group 3 - ST Yazhen's stock experienced abnormal trading fluctuations, with a cumulative price increase of 12% over three consecutive trading days, leading to a suspension of trading for investigation starting August 7, 2025 [3] - The company noted that the short-term price increase significantly deviated from the Shanghai Composite Index and the furniture manufacturing industry [3] Group 4 - Shunbo Alloy reported a revenue of approximately 7.126 billion yuan for the first half of 2025, an increase of 11.75% year-on-year, with a net profit of about 176.6 million yuan, up 110.56% [4] - Tapa Group achieved a revenue of approximately 2.056 billion yuan, a 4.05% increase year-on-year, with a net profit of about 435.4 million yuan, up 92.47% [4] - Liyuan Information reported a revenue of approximately 4.034 billion yuan, a 17.46% increase year-on-year, with a net profit of about 96.1 million yuan, up 65.79% [5] Group 5 - Zhongchumei reported a revenue of approximately 461.1 million yuan for the first half of 2025, a 16.46% increase year-on-year, with a net profit of about 126.8 million yuan, up 31.52% [5] - Pudong Development Bank reported a revenue of approximately 90.559 billion yuan, a 2.62% increase year-on-year, with a net profit of about 29.737 billion yuan, up 10.19% [5]

本报告依据中国资产评估准则编制 江苏江南水务股份有限公司拟转让 江阴浦发村镇银行股份有限公司8%股权涉及的股东部分权益价值 资产评估报告 苏华评报字[2025]第563号 (共1册,第1册) 江苏华信资产评估有限公司 二〇二五年七月二十五日 中国资产评估协会 资产评估业务报告备案回执 | 报告编码: | 3232020009202500636 | | | --- | --- | --- | | 合同编号: | 2025-563 | | | 报告类型: | 法定评估业务资产评估报告 | | | 报告文号: | 苏华评报字 2025 第563号 | | | 报告名称: | 江苏江南水条股份有限公司拟转让江阴浦发村镇银行股份有限公 司8%股权涉及的股东部分权益价值 | | | 评估结论: | 12.548.353.00元 | | | 评估报告日: | 2025年07月25日 | | | 评估机构名称: | 江苏华信资产评估有限公司 | | | 签名人员: | 陈晓娜 (资产评估师) | 正式会员 编号:32190170 | | | 项英 (资产评估师) | 正式会员 编号:32230129 | 陈晓娜、项英已实名认 ...

| 证券代码：601199 | 证券简称：江南水务 | 公告编号：临 2025-028 | | --- | --- | --- | | 债券代码：252240 | 债券简称：23 江南 01 | | 江苏江南水务股份有限公司 关于出售资产的公告 本次交易不构成关联交易：本次交易拟采用公开挂牌转让方式，交易对方尚 未确定，暂不构成关联交易。 本次交易不构成重大资产重组 交易实施尚需履行的审批及其他相关程序：本次交易已经公司第八届董事会 第三次会议审议批准，无需提交股东大会；尚需履行产权交易所公开挂牌程序。 本次拟转让股权通过公开挂牌的方式进行，目前受让方和最终交易价格尚未 确定，因此本次交易存在不确定性。敬请广大投资者注意投资风险。 一、交易概述 （一）本次交易的基本情况 1、本次交易概况 公司参股子公司浦发村镇银行为贯彻落实国家政策将进行改革重组，公司为进 一步优化投资结构，拟通过产权交易机构以公开挂牌方式转让所持有的浦发村镇银 行 8%股权。 本公司董事会、全体董事及相关股东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： 交易简要 ...

Group 1 - The core viewpoint of the articles highlights a continuing trend of insurance funds actively participating in the capital market through share acquisitions, with a total of 21 instances reported this year, surpassing the 20 instances recorded for the entirety of 2024 [1][2] - The surge in insurance companies' share acquisitions is attributed to adjustments in asset allocation strategies, driven by supportive policies aimed at encouraging long-term capital market investments [1][2] - In July alone, four insurance companies, including Lianan Life and Taikang Life, engaged in share acquisitions, indicating sustained enthusiasm among insurers [1] Group 2 - The companies targeted for acquisitions include major banks and various sectors such as public utilities, energy, transportation, and technology, with bank stocks being the most frequently acquired [2] - Ping An Life has notably acquired bank stocks seven times this year, with multiple instances of re-acquisition for Postal Savings Bank and Agricultural Bank [2] - The regulatory environment has significantly boosted insurance funds' market participation, with a reported fund utilization balance of 34.93 trillion yuan as of the end of Q1, reflecting a 5.03% increase from the end of 2024 [3] Group 3 - Recent policy adjustments by the Ministry of Finance aim to enhance the assessment of insurance fund performance, promoting a longer-term investment approach and increasing equity investment ratios [3] - The outlook for the second half of the year suggests that the trend of insurance funds acquiring shares will continue, supported by ongoing policy initiatives that facilitate long-term investments [3]

Core Viewpoint - Since 2025, insurance companies have triggered 21 investment events involving stock acquisitions, surpassing the total number of such events in the previous year [4]. Group 1: Investment Activities - The A-share market has been experiencing upward fluctuations, and the Hong Kong stock market is recovering, leading to increased activity from insurance funds in the capital markets [2]. - In July 2025, Zhongyou Insurance announced its acquisition of shares in Green Power Environmental (01330.HK), triggering a stock acquisition disclosure [3][8]. - Other insurance companies, such as Xintai Life and Lianan Life, also disclosed stock acquisitions in July 2025 [9] [10]. Group 2: Specific Investment Cases - Zhongyou Insurance purchased 726,000 shares of Green Power Environmental, increasing its holdings to 20.51 million shares, representing 5.0722% of the company's H-share capital [8]. - Xintai Life increased its holdings in Hualing Steel (000932.SZ) to 345 million shares, raising its ownership from 4.99% to 5.00% [10]. - Lianan Life acquired 1.1 million shares of Jiangnan Water (601199.SH), increasing its stake from 4.91% to 5.03% [10]. Group 3: Financial Data and Trends - As of June 30, 2025, Zhongyou Insurance reported a net buy of over 90 billion yuan in public market equity investments [6]. - Xintai Life's equity assets amounted to 565.78 billion yuan, accounting for 19.07% of its total assets as of June 30, 2025 [10]. - Lianan Life's equity assets were reported at 205.6 billion yuan, making up 16.29% of its total assets as of May 31, 2025 [10]. Group 4: Market Dynamics and Regulatory Environment - The current wave of stock acquisitions by insurance companies is driven by a preference for high-dividend stocks, particularly in sectors like banking, public utilities, and pharmaceuticals, with an average dividend yield of 4.6% since 2024 [14]. - The downward trend in interest rates has increased investment pressure on insurance companies, prompting them to seek stable long-term investment returns through frequent stock acquisitions [15]. - Regulatory changes have encouraged insurance funds to engage in long-term equity investments, with new guidelines introduced to assess net asset returns over extended periods [19].

Core Viewpoint - The insurance sector is increasingly active in the capital markets, with a notable rise in shareholding stakes in listed companies, indicating a strategic shift towards long-term equity investments driven by low interest rates and regulatory support [2][7][11]. Group 1: Shareholding Activities - In 2025, insurance companies triggered 21 shareholding events, surpassing the total for the previous year, with notable participation from companies like China Life, Postal Insurance, and Xinhua Life [3][4]. - Postal Insurance acquired 726,000 shares of Green Power Environmental, raising its stake to 5.0722%, and previously triggered a shareholding event in April by acquiring 79.42 million shares of Eastern Airlines Logistics [4][5]. - Xintai Life and Lian Life also reported shareholding increases in July, with Xintai Life raising its stake in Hualing Steel to 5.00% and Lian Life increasing its stake in Jiangnan Water to 5.03% [5]. Group 2: Investment Trends - The average dividend yield of companies targeted for shareholding by insurance funds has reached 4.6%, the highest in recent years, reflecting a preference for high-dividend stocks in sectors like banking and utilities [7][8]. - The shift towards long-term equity investments is partly due to the mismatch in asset and liability durations, with insurance liabilities averaging over 12 years compared to asset durations of about 6 years [9]. Group 3: Regulatory Environment - Recent regulatory changes encourage insurance funds to engage in long-term equity investments, with new assessment criteria introduced that emphasize long-term performance metrics [11]. - The new accounting standards allow for more stable valuation of long-term equity investments, motivating insurance companies to increase their holdings in high-dividend stocks [10].