证券时报网讯，中原证券研报指出，1）电力及公用事业行业经营业绩稳健，稳定性和防御性突出。 2024年前三季度，行业实现营业收入18748.02亿元，同比增长0.19%，与2023年同期基本持平；归母净 利润1946.86亿元，同比增长9.67%。 行业整体盈利能力稳步回升。 2）发电企业贡献了电力及公用事业行业大部分归母净利。 2024年前三季度，火电、水电、其他发电等发电企业贡献了电力及公用事业超过80.24%的归母净利 润。 水电、其他发电是盈利能力最强的两个子行业，2024年前三季度，水电毛利率、净利率分别为 58.16%、43.87%，分别同比提升3.49个百分点、4.68个百分点。 3）个股业绩分化，呈"强者恒强"局面。 电力及公用事业行业中，受市场竞争加剧等因素影响，个股业绩表现分化，而细分行业龙头由于较高的 行业进入壁垒，形成了自然的垄断属性，且具备较强的成本管控能力和较高的运营效率，多重因素持续 发力，其业绩呈现"强者恒强"的格局。 火电行业整体业绩受益于多个积极因素，包括煤价中枢下跌、容量电价落地以及辅助服务细则的出台 等。 建议关注：长江电力、国投电力、中国广核等。 校对：苏焕文 ...

证券代码： 601375 证券简称： 中原证券 公告编号：2024-047 中原证券股份有限公司 关于公司董事会、监事会延期换届选举提示性公告 公司董事会、监事会延期换届不会影响公司的正常运营。公司将尽快完成董 事会、监事会换届选举工作，并及时履行相应的信息披露义务。 在换届选举工作完成之前，公司第七届董事会、监事会全体成员及高级管理 人员将根据《中华人民共和国公司法》《上海证券交易所股票上市规则》《香港 联合交易所有限公司证券上市规则》和《公司章程》的有关规定继续履行相应职 责。 特此公告。 中原证券股份有限公司董事会 2024 年 11 月 9 日 中原证券股份有限公司（以下简称"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。 公司第七届董事会、监事会将于 2024 年 11 月 9 日任期届满。鉴于公司董事 会、监事会换届工作尚在筹备中，为保持董事会、监事会工作的连续性，公司第 七届董事会、监事会需要延期换届选举。同时，公司第七届董事会专门委员会、 独立董事专门会议、监事会专门委员会和高级管理人员的任期也需要相应顺延 ...

近日，公司董事会收到独立董事张东明女士提交的书面辞职报告。因连续担 任独立董事时间即将达任期上限，张东明女士申请辞去公司第七届董事会独立董 事及董事会审计委员会主任委员职务。 根据《上市公司独立董事管理办法》《上海证券交易所股票上市规则》《上 海证券交易所上市公司自律监管指引第 1 号——规范运作》以及《公司章程》等 有关规定，张东明女士在公司新任独立董事或审计委员会主任委员任职前将继续 履职。公司董事会将按照有关规定尽快完成独立董事及审计委员会主任委员的补 选工作。 张东明女士在担任公司独立董事期间勤勉尽职，为推进公司健康发展和规范 运作发挥了积极作用。公司董事会谨对张东明女士为公司所做出的贡献表示衷心 感谢。 关于独立董事任职期满继续履职的公告 中原证券股份有限公司（以下简称"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。 证券代码： 601375 证券简称： 中原证券 公告编号：2024-048 中原证券股份有限公司 特此公告。 中原证券股份有限公司董事会 2024 年 11 月 9 日 ...

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 截至月份: 2024年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中原证劵股份有限公司 (「本公司」) 呈交日期: 2024年11月6日 I. 法定/註冊股本變動 | 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) | 01375 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,195,365,000 | RMB | | 1 RMB | | 1,195,365,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 1,195,365,000 | RMB | | 1 RMB | | 1,195,365,000 | | 2. 股份分類 ...

证券时报网讯，中原证券研报指出，随着各项刺激政策逐步落地，10月市场延续了反弹的趋势，机械行 业超跌严重的锂电设备、光伏设备、风电零部件、半导体设备等成长板块反弹力度排名靠前。 后续市场会存在分化，短期建议继续抓住反弹机遇，重点布局严重超跌的子行业个股，包括锂电设备， 光伏设备、风电设备、半导体设备、机器人等成长子行业龙头，以及受益房地产政策催化的相关产业 链，包括工程机械、电梯等行业龙头。 中长期建议重点推荐受益周期复苏、大规模设备更新推动的船舶、工程机械、机床、农机、矿山冶金机 械、铁路设备等核心标的。 三季报情况来看，这些板块受益需求回暖财报在行业里表现较好，建议继续重点关注。 校对：高源 ...

Financial Performance - Operating revenue for Q3 2024 was RMB 93,701,464.79, a decrease of 78.28% compared to the same period last year[5] - Net profit attributable to shareholders of the listed company for Q3 2024 was a loss of RMB 38,095,532.80, down 193.97% year-on-year[5] - The net profit after deducting non-recurring gains and losses was a loss of RMB 54,443,386.76, a decrease of 241.05% compared to the previous year[5] - Basic earnings per share for the reporting period decreased by 194.25%, attributed to the decrease in operating revenue leading to a reduction in net profit attributable to shareholders[9] - Diluted earnings per share for the reporting period also decreased by 194.25%, reflecting the same reasons as basic earnings per share[9] - The weighted average return on equity decreased by 0.56 percentage points, primarily due to the decline in operating revenue[9] - Total operating revenue for the first three quarters of 2024 was RMB 1,292,372,031.84, a decrease of 12.5% compared to RMB 1,477,099,253.79 in the same period of 2023[22] - Net profit for the first three quarters of 2024 was RMB 141,298,246.47, down 30% from RMB 201,831,266.45 in 2023[23] - The company reported a total comprehensive income of RMB 142,333,648.83, down from RMB 209,727,345.80, a decrease of 32%[24] Assets and Liabilities - Total assets at the end of the reporting period were RMB 51,671,270,746.01, a slight decrease of 0.06% from the end of the previous year[5] - The total liabilities decreased slightly to ¥37,469,499,524.37 from ¥37,551,184,086.55, a reduction of approximately 0.22%[21] - The company's total equity, including minority interests, was reported at ¥14,201,771,221.64, compared to ¥14,150,499,685.91, showing a slight increase of about 0.36%[21] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 123,202, with 123,166 being A-share holders[11] - The largest shareholder, Hong Kong Central Clearing Limited, holds 1,195,156,550 shares, representing 25.74% of the total shares[11] - Henan Investment Group Co., Ltd. is the second-largest shareholder, holding 822,983,847 shares, which is 17.73% of the total shares[11] - The company is unaware of any related party relationships or concerted actions among the top shareholders[14] Cash Flow and Investments - Cash flow from operating activities generated a net cash inflow of RMB 5,219,709,646.41, a significant recovery from a net outflow of RMB 1,191,543,618.38 in the previous year[25] - Cash inflow from investment activities for the first three quarters of 2024 was $259.36 million, a decrease of 83.83% compared to $1.60 billion in the same period of 2023[26] - Net cash flow from investment activities for the first three quarters of 2024 was $182.32 million, down 87.58% from $1.47 billion in 2023[26] - Cash inflow from financing activities for the first three quarters of 2024 was $6.00 billion, a decrease of 22.14% compared to $7.72 billion in 2023[26] - The net increase in cash and cash equivalents for the first three quarters of 2024 was $6.80 billion, contrasting with a decrease of $641.44 million in 2023[26] - The ending balance of cash and cash equivalents as of September 2024 was $20.19 billion, an increase from $12.66 billion in the same period of 2023[26] Operational Metrics - The risk coverage ratio improved to 302.58%, up from 248.71% at the end of the previous year[6] - The liquidity coverage ratio increased to 269.94%, compared to 198.96% at the end of the previous year[6] - Non-recurring gains and losses totaled RMB 16,347,853.96 for the current period, with government subsidies contributing significantly[7] - The company plans to focus on enhancing its investment banking and asset management services to drive future growth[22]

证券代码： 601375 证券简称： 中原证券 公告编号：2024-044 中原证券股份有限公司 关于中州蓝海投资管理有限公司放弃 对河南资产管理有限公司同比例增资 暨关联/连交易的公告 中原证券股份有限公司（以下简称"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： 公司全资子公司中州蓝海投资管理有限公司（以下简称"中州蓝海"） 持有河南资产管理有限公司（以下简称"河南资产"）10%股份，公司控股股东 河南投资集团有限公司（以下简称"河南投资集团"）持有河南资产 40%股份。 河南资产拟面向现有股东及新的投资人进行增资扩股，增加注册资本 10 亿元。 中州蓝海拟放弃本次对河南资产同比例增资，且本次增资事项完成后，中州蓝海 对河南资产的持股比例将由 10%稀释到 8.57%。 公司全资子公司中州蓝海持有河南资产 10%的股份，公司控股股东河南投资 集团持有河南资产 40%的股份。河南资产根据其发展需要，拟面向现有股东及新 的投资人进行增资扩股，现有股东及新增投资方拟以进场摘牌方式认购河南资产 新增注册资本 1 ...

河南资产管理有限公司 已审财务报表 2023年度 河南资产管理有限公司 目录 | | | 页次 | | --- | --- | --- | | 一、 | 审计报告 | 1-3 | | 二、 | 已审财务报表 | | | | 合并资产负债表 | 4-5 | | | 合并利润表 | 6-7 | | | 合并所有者权益变动表 | 8-9 | | | 合并现金流量表 | 10-11 | | | 公司资产负债表 | 12 | | | 公司利润表 | 13 | | | 公司所有者权益变动表 | 14-15 | | | 公司现金流量表 | 16-17 | | | 财务报表附注 | 18-83 | | | 财务报表补充资料 | | 按一般企业财务报表格式编制的报表 84-90 审计报告 安永华明（2024）审字第70044755_B01号 河南资产管理有限公司 河南资产管理有限公司全体股东： 一、审计意见 我们审计了河南资产管理有限公司的财务报表，包括2023年12月31日的合并及公 司资产负债表，2023年度的合并及公司利润表、所有者权益变动表和现金流量表以及 相关财务报表附注。 我们认为，后附的河南资产管理有限公司的财务 ...

证券代码： 601375 证券简称： 中原证券 公告编号：2024-045 中原证券股份有限公司 关于中州蓝海投资管理有限公司放弃 对河南资产管理有限公司股权优先购买权 暨关联/连交易的公告 中原证券股份有限公司（以下简称"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： 公司全资子公司中州蓝海投资管理有限公司（以下简称"中州蓝海"） 持有河南资产管理有限公司（以下简称"河南资产"）10%股份，公司控股股东 河南投资集团有限公司（以下简称"河南投资集团"）持有河南资产 40%股份。 河南资产股东河南择宽企业管理咨询合伙企业（有限合伙）（以下简称"择宽企 管"）和国投资产管理有限公司（以下简称"国投资产"）拟分别转让其所持有 的河南资产 5%和 10%股权，中州蓝海拟放弃行使优先购买权，择宽企管拟以非公 开协议的方式将其持有的河南资产 5%股权转让至河南投资集团。 本次放弃择宽企管出让的河南资产股权优先购买权构成关联/连交易，不 构成《上市公司重大资产重组管理办法》规定的重大资产重组；本次放弃国投资 产出让的河 ...

Financial Performance - Operating revenue for Q3 2024 was CNY 93,701,464.79, a decrease of 78.28% compared to the same period last year[2] - Net profit attributable to shareholders was a loss of CNY 38,095,532.80, representing a decline of 193.97% year-on-year[2] - Net profit attributable to shareholders after deducting non-recurring gains and losses was a loss of CNY 54,443,386.76, down 241.05% from the previous year[2] - Basic and diluted earnings per share were both CNY -0.0082, a decrease of 194.25% compared to the same period last year[2] - The company experienced a significant decrease in operating income primarily due to reduced investment income and fair value changes[7] - Total operating revenue for the first three quarters of 2024 was CNY 1,292,372,031.84, a decrease of 12.5% compared to CNY 1,477,099,253.79 in the same period of 2023[15] - Operating profit for the first three quarters of 2024 was CNY 130,631,054.15, compared to CNY 205,327,868.52 in 2023, representing a decline of 36.4%[15] - The total profit for the third quarter of 2024 was approximately CNY 143.47 million, a decrease from CNY 206.46 million in the same period of 2023, representing a decline of about 30.5%[16] - The net profit attributable to shareholders of the parent company was CNY 163.17 million, down from CNY 207.82 million year-on-year, reflecting a decrease of approximately 21.5%[16] - The comprehensive income attributable to shareholders of the parent company totaled CNY 164.20 million, compared to CNY 215.72 million in the previous year, indicating a decline of around 23.8%[16] Assets and Liabilities - Total assets at the end of the reporting period were CNY 51,671,270,746.01, a slight decrease of 0.06% from the end of the previous year[3] - Total assets as of the end of Q3 2024 were CNY 51,671,270,746.01, slightly down from CNY 51,701,683,772.46 at the end of 2023[14] - Total liabilities decreased to CNY 37,469,499,524.37 from CNY 37,551,184,086.55, a reduction of 0.2%[14] - Shareholders' equity increased to CNY 14,201,771,221.64 from CNY 14,150,499,685.91, reflecting a growth of 0.4%[14] Cash Flow - The net cash flow from operating activities was CNY 5.22 billion, a significant improvement compared to a net outflow of CNY 1.19 billion in the same period last year[17] - The total cash and cash equivalents at the end of the period reached CNY 20.19 billion, an increase from CNY 12.66 billion at the end of the third quarter of 2023, representing a growth of approximately 59.3%[18] - The cash inflow from financing activities was CNY 6.00 billion, while the cash outflow was CNY 4.60 billion, resulting in a net cash flow of CNY 1.40 billion from financing activities[17] - The company received CNY 1.43 billion in interest, fees, and commissions during the quarter, slightly up from CNY 1.43 billion in the same period last year[17] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 123,202, with the largest shareholder holding 25.74% of the shares[8] - As of September 30, 2024, Henan Investment Group Co., Ltd. holds a total of 1,023,556,847 shares, representing 22.05% of the company's total issued shares[11] - The top 10 shareholders include Anshan Iron and Steel Group Co., Ltd. with 177,514,015 shares (3.82%) and Jiangsu Suhao Holding Group Co., Ltd. with 149,864,507 shares (3.23%) as of September 30, 2024[10] - The total number of shares held by the top 10 unrestricted shareholders amounts to 1,195,156,550 shares, with Hong Kong Central Clearing Limited being the largest holder[10] - The company has not reported any significant changes in the shareholding structure of the top 10 shareholders compared to the previous period[12] - The report indicates that there are no changes in the lending and borrowing of shares among the top shareholders compared to the previous period[11] Non-Recurring Gains and Other Information - The company reported non-recurring gains of CNY 5,986,499.61 from government subsidies during the reporting period[5] - The company reported a net decrease in trading financial instruments amounting to CNY 6.03 billion during the quarter[17] - The financial statements as of September 30, 2024, are unaudited, indicating that the company is still in the process of finalizing its financial results for the quarter[12] - The report does not indicate any new strategies or market expansions during the quarter[12] - There are no significant reminders or additional important information regarding the company's operational performance during the reporting period[12] - The company has not disclosed any new product or technology developments in the current report[12] Investment Income - Net interest income increased to CNY 122,982,456.75 from CNY 106,943,845.02, reflecting a growth of 15.5% year-over-year[15] - Investment income rose to CNY 899,787,556.26, up from CNY 754,765,091.74, marking an increase of 19.2% year-over-year[15] Market Presence and Future Plans - The company plans to continue expanding its market presence and investing in new technologies to enhance its competitive edge in the financial services sector[19]