Workflow
Guolian Minsheng Sec(601456)
icon
Search documents
隆达股份: 国联民生证券承销保荐有限公司关于江苏隆达超合金股份有限公司使用部分闲置募集资金暂时补充流动资金的核查意见
Zheng Quan Zhi Xing· 2025-08-27 10:29
Core Viewpoint - Jiangsu Longda Superalloy Co., Ltd. plans to temporarily use part of its idle raised funds to supplement working capital, ensuring that this does not affect the normal progress of its fundraising investment projects [1][6][7] Fundraising Basic Situation - The company raised a total of RMB 2,411,794,296.88 by issuing 61,714,286 shares at a price of RMB 39.08 per share, with a net amount of RMB 2,201,271,584.45 after deducting issuance costs [1] Fundraising Special Account Storage Situation - As of June 30, 2025, the company has five special accounts for storing raised funds, with a total balance of RMB 18,219,542.55 [2][3] Previous Use of Idle Funds - The company approved the use of up to RMB 200 million of idle raised funds to temporarily supplement working capital, with a usage period not exceeding 12 months [4][6] Fundraising Investment Project Basic Situation - The company adjusted its investment project for the annual production of 10,000 tons of aerospace-grade superalloys, reducing the planned capacity from 6,000 tons to 3,000 tons, which affected the investment amount by RMB 198.39 million [5] Current Plan for Using Idle Funds - The company intends to use up to RMB 200 million of idle funds for business expansion and daily operations, ensuring that these funds will be returned to the special account within the specified period [6][7] Sponsor's Verification Opinion - The sponsor believes that the company's plan to use idle funds has been approved by the board and supervisory committee, complies with relevant laws and regulations, and will not harm shareholder interests [7]
隆达股份: 国联民生证券承销保荐有限公司关于江苏隆达超合金股份有限公司使用部分超募资金永久补充流动资金和归还银行贷款的核查意见
Zheng Quan Zhi Xing· 2025-08-27 10:29
Core Viewpoint - The company plans to use part of the excess raised funds to permanently supplement working capital and repay bank loans, which is deemed beneficial for improving the efficiency of fund utilization and reducing financial costs [1][6][8]. Fundraising Basic Situation - The company raised a total of 220,127.16 million RMB from its initial public offering, with excess funds amounting to 120,127.16 million RMB [4][7]. - The funds were verified by Zhonghui Accounting Firm and stored in a special account to ensure proper management and protection of investor rights [1]. Investment Project Overview - The company has adjusted its investment project for the technical transformation of producing 10,000 tons of aviation-grade high-temperature alloys, reducing the planned capacity from 6,000 tons to 3,000 tons, which affects the investment amount by 19,839.17 million RMB [3]. Use of Excess Funds - The company has approved the use of 36,000.00 million RMB of excess funds for working capital and has also planned to use 80 million RMB for the same purpose, which constitutes 6.66% of the total excess funds [4][6]. - The company commits that the cumulative use of excess funds for working capital and loan repayment will not exceed 30% of the total excess funds within any 12-month period [6][7]. Approval Process - The proposal to use part of the excess funds was approved in the company's board and supervisory meetings and is pending approval from the shareholders' meeting [5][7]. Sponsor's Verification Opinion - The sponsor believes that the use of excess funds for working capital and loan repayment complies with relevant regulations and will not affect the normal progress of investment projects, nor will it harm shareholder interests [8].
隆达股份: 国联民生证券承销保荐有限公司关于江苏隆达超合金股份有限公司部分募投项目延期的核查意见
Zheng Quan Zhi Xing· 2025-08-27 10:29
Core Viewpoint - The company has decided to postpone certain fundraising investment projects, specifically the "New Annual Production of 10,000 Tons of Aerospace-Grade High-Temperature Alloy Technology Renovation Project" and the "New R&D Center Project," extending their expected operational readiness date to December 2027 due to various practical considerations [1][10]. Fundraising Overview - The company raised a total of approximately 2.41 billion RMB from its initial public offering, with a net amount of about 2.20 billion RMB after deducting issuance costs [1]. - The funds are managed in a dedicated account to ensure proper usage and compliance with regulations [2]. Investment Project Status - The total investment for the "New Annual Production of 10,000 Tons of Aerospace-Grade High-Temperature Alloy Technology Renovation Project" was adjusted from 100,016.76 million RMB to 80,176.88 million RMB, with a cumulative investment of 45,237.72 million RMB, representing 56.42% of the total [2][3]. Reasons for Project Delay - The delay in the "New Annual Production of 10,000 Tons of Aerospace-Grade High-Temperature Alloy Technology Renovation Project" is attributed to macroeconomic conditions and market demand, as well as the need for stable processing technology [3][4]. - The "New R&D Center Project" is also delayed due to the company's involvement in national-level research projects and limitations in current facilities [4]. Re-evaluation of Projects - The company has conducted a re-evaluation of the necessity and feasibility of continuing the "New R&D Center Project," concluding that it remains aligned with strategic goals despite the delay [4][5]. Strategic Importance of Projects - The development of high-temperature alloys is critical for the aerospace industry, impacting engine performance and reliability, thus necessitating ongoing research and development [5][6]. - Establishing the R&D center is essential for overcoming technical barriers and enhancing product offerings, which will improve the company's competitive edge [6][7]. Policy and Market Support - National policies and industry growth create a favorable environment for the implementation of these projects, aligning with strategic national interests in advanced materials [7][8]. - The company has a strong technical foundation, with numerous patents and research platforms, supporting the successful development of high-temperature alloys [9]. Impact of Project Delay - The postponement of these projects is a cautious decision that does not alter the investment scope or objectives, ensuring no significant adverse effects on the company's operations [10][11].
隆达股份: 国联民生证券承销保荐有限公司关于江苏隆达超合金股份有限公司签订房屋租赁合同暨关联交易的核查意见
Zheng Quan Zhi Xing· 2025-08-27 10:29
由于御源实业和隆达股份实际控制人均为浦益龙,根据《上海证券交易所 科创板股票上市规则》的规定,御源实业为公司关联方,本次交易构成关联交 易。 (二)关联人的基本情况 国联民生证券承销保荐有限公司 关于江苏隆达超合金股份有限公司 签订房屋租赁合同暨关联交易的核查意见 国联民生证券承销保荐有限公司(以下简称"国联民生保荐"或"保荐机构") 作为江苏隆达超合金股份有限公司(以下简称"隆达股份"或"公司")首次公开 发行股票并在科创板上市及进行持续督导的保荐机构,根据《证券发行上市保 荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所 科创板上市公司自律监管规则适用指引第 1 号——规范运作》以及《上海证券 交易所上市公司自律监管指引第 11 号——持续督导》等有关规定,对公司拟与 无锡御源实业集团有限公司(以下简称"御源实业")签订《房屋租赁合同》暨 关联交易的相关事项进行了审慎核查,核查情况及意见如下: 一、关联交易概述 为进一步满足企业经营发展需求,增强对高精尖科创人才的吸引力,改善 员工整体住宿条件,提升员工幸福感及稳定性,公司拟与御源实业签订《房屋 租赁合同》,租赁其持有的位于无锡市锡山区 ...
碧兴物联: 国联民生证券承销保荐有限公司关于碧兴物联使用自有资金支付募投项目所需资金并以募集资金等额置换的核查意见
Zheng Quan Zhi Xing· 2025-08-26 16:23
国联民生证券承销保荐有限公司(以下简称"保荐机构")作为碧兴物联科 技(深圳)股份有限公司(以下简称"碧兴物联"、"公司")首次公开发行股 票并在科创板上市的保荐机构,根据《证券发行上市保荐业务管理办法》《上海 证券交易所科创板上市公司自律监管指引第1号——规范运作》和《上市公司募集 资金监管规则》等法律法规有关规定,对碧兴物联使用自有资金支付募投项目所 需资金并以募集资金等额置换的事项进行了核查,具体情况如下: 一、募集资金基本情况 经中国证券监督管理委员会《关于同意碧兴物联科技(深圳)股份有限公司 首次公开发行股票注册的批复》(证监许可[2023]1009号)同意注册,公司首次公 开发行人民币普通股(A股)19,630,000.00股,每股发行价格36.12元,募集资金总 额为人民币709,035,600.00元,扣除不含税发行费用人民币85,592,015.58元,实际募 集资金净额为人民币623,443,584.42元,该募集资金已于2023年8月4日到账。上述 募集资金到位情况已经立信会计师事务所(特殊普通合伙)审验,并出具了信会 师报字[2023]第ZL10015号验资报告。 二、募集资金投资项目 ...
国联民生(601456) - 国联民生证券股份有限公司关于子公司重大诉讼的进展公告
2025-08-26 11:28
证券代码:601456 证券简称:国联民生 公告编号:2025-055 号 国联民生证券股份有限公司 关于子公司重大诉讼的进展公告 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。 重要内容提示: 原告:李立群等 1,618 名投资者(投资者人数已经济南中院审查确认) 代表人:李立群、万云、孙静、田庆龙、李明臣 被告:龙力生物、程少博等 12 名自然人、国联民生承销保荐、立信会计师 事务所(特殊普通合伙)(以下简称"立信会计") 案由:证券虚假陈述责任纠纷 诉讼方式:普通代表人诉讼 公司分别于 2022 年 8 月 6 日披露了《关于子公司重大诉讼的公告》(公告编 1 案件所处的诉讼阶段:一审判决 上市公司所处的当事人地位:国联民生证券股份有限公司(以下简称 "公司")全资子公司国联民生证券承销保荐有限公司(以下简称"国 联民生承销保荐",曾用名:华英证券有限责任公司)为 15 名被告之 一。 涉案的金额:一审判决原告及原告代表人对被告山东龙力生物科技股 份有限公司(以下简称"龙力生物")享有投资差额损失、通知费及律 师费债权数 ...
国联民生(01456) - 关於子公司重大诉讼的进展公告
2025-08-26 11:28
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 (股份代號:01456) (於中華人民共和國成立的股份有限公司) 關於子公司重大訴訟的進展公告 近日,國聯民生承銷保薦收到山東省濟南市中級人民法院(「濟南中院」或「本院」)送 達的《民事判決書》,現將相關信息公告如下: 一、訴訟的基本情况 1 原告: 李立群等1,618名投資者(投資者人數已經濟南中院審查確認) 代表人: 李立群、萬雲、孫靜、田慶龍、李明臣 被告: 山東龍力生物科技股份有限公司(「龍力生物」)、程少博等12名 自然人、國聯民生承銷保薦、立信會計師事務所(特殊普通合夥) (「立信會計」) 案由: 證券虛假陳述責任糾紛 訴訟方式: 普通代表人訴訟 二、原告訴訟請求、事實和理由 (一)原告訴訟請求 (二)訴訟事實和理由 原告訴稱,因龍力生物的虛假陳述行為,中國證券監督管理委員會對龍力 生物等主體作出相應處罰。各原告在相關期間買入並持有龍力生物股票的 損失與龍力生物虛假陳述行為之間存在因果關係。 ...
调研速递|伊犁川宁生物接受国联民生等70余家机构调研,透露多项业务要点
Xin Lang Zheng Quan· 2025-08-26 11:16
Product Prices and Market Performance - Overall demand has decreased due to the pharmaceutical environment, but the three main intermediate products of the company have shown varied performance. The price of thiocyanate erythromycin has risen slightly, with a single-digit increase since the beginning of the year, and is expected to remain stable in the second half of the year. The price of cephalosporin products is stable and is expected to maintain the current situation in the second half. The price of penicillin has decreased since the beginning of the year, but with increasing industry concentration, it is becoming more difficult for small companies to enter the market. An increase in demand is expected in the fourth quarter, which may improve the situation [1]. Synthetic Biology and Project Progress - Sales of synthetic biology products are steadily advancing, with the company achieving a revenue of 22.32 million yuan in the first half of the year. With adjustments and releases in production capacity, future sales are expected to increase. The methanol protein project has undergone trials in a 30m³ fermentation tank, with initial results available and samples sent to downstream manufacturers for testing. The company is also actively applying for qualifications from the Ministry of Agriculture and Rural Affairs [2]. Overseas Capacity and Domestic Planning - After assessment, the company has decided to postpone its entry into Kazakhstan due to several uncontrollable risks. The first phase of the company is in a rapid development stage, and the second phase will be determined based on the R&D progress of the Shanghai Research Institute and the release of first-phase capacity [3]. Order Expectations and Capital Expenditure - The company anticipates growth in orders with Kelun Yongnian Company for ergotamine. There are no significant capital expenditures expected in the short term, with fixed asset depreciation for the first half of 2025 amounting to 273 million yuan, an increase of 22 million yuan year-on-year. Starting in 2026, the main equipment depreciation is expected to decrease significantly, with a projected reduction of tens of millions if no new fixed assets are added by the end of 2027 [4]. R&D and Product Selection Planning - Future R&D will focus on four main areas: traditional product synthesis and biological modification; technology enhancement and cost reduction for delivered products; efficient biological utilization of C1/C2 resources; and the development of amino acids and vitamin products [5]. Cost Trends and Import-Export Situation - The price of the main raw material, corn, is expected to rise to 1.8 - 1.9 yuan/kg in November. Energy costs, particularly coal prices, have decreased compared to 2024 and are expected to remain stable in the coming years. The export amount has increased by approximately 25% compared to the same period last year, mainly due to increased exports of thiocyanate and 6-APA, while cephalosporin exports have slightly decreased. Exports are primarily directed towards India and Hong Kong, with tariffs having minimal impact on the company's exports [6]. Gross Margin and Production Efficiency - With the increase in synthetic biology product volume and the application of AI technology, the company has room for improvement in gross margin. AI-controlled fermentation tank output exceeds the control group by 3% - 5%, reducing production fluctuations and enhancing R&D efficiency. The overall gross margin for the company in the first half of 2025 was 35.90%, a year-on-year increase of 0.55%, while the gross margin for pharmaceutical intermediates was 38.64%, a year-on-year increase of 1.37% [7]. Expenses and Performance Outlook - The sales expense ratio for the first half of 2025 was 0.58%, an increase of 0.21% year-on-year, and is expected to remain stable in the second half. The management expense ratio was 3.37%, an increase of 0.13% year-on-year, while the financial expense ratio was 0.67%, a decrease of 0.19% year-on-year. The company is facing performance pressure this year due to the impact of penicillin prices, with expectations of a decline compared to last year. However, in 2026, with the increase in synthetic biology product volume and the recovery of penicillin prices, performance and profits are expected to improve [8].
双元科技跌3.4% 2023年上市超募10亿国联民生保荐
Zhong Guo Jing Ji Wang· 2025-08-26 08:20
双元科技首次公开发行股票募集资金总额186,122.39万元,扣除发行费用后募集资金净额为166,635.87万 元。双元科技实际募资净额比原拟募资多101,478.09万元。双元科技于2023年6月2日披露的招股说明书 显示,该公司拟募集资金65,157.78万元,用于智能测控装备生产基地项目、研发中心项目、营销网络及 技术支持中心建设项目、补充流动资金。 双元科技保荐机构为民生证券股份有限公司(现为国联民生(601456)证券股份有限公司),保荐代表人 为王艺霖、袁莉敏。双元科技首次公开发行股票的发行费用总额为19,486.52万元,其中民生证券股份有 限公司获得保荐费及承销费用17,071.92万元。 中国经济网北京8月26日讯双元科技(688623.SH)今日收报68.72元,跌幅3.40%,总市值40.64亿元。目前 该股处于破发状态。 双元科技于2023年6月8日在上交所科创板上市,本次发行数量为1,478.5700万股,发行价格为125.88元/ 股。 上市首日,该股创下股价高点120.00元,此后股价震荡下跌。 根据双元科技发布的首次公开发行股票科创板上市公告书,该公司发行的战略配售为保荐人相 ...
国联民生:关于子公司完成法定代表人工商变更登记的公告
Zheng Quan Ri Bao· 2025-08-25 14:06
证券日报网讯 8月25日晚间,国联民生发布公告称,近日,国联民生证券股份有限公司全资子公司国联 民生证券承销保荐有限公司完成法定代表人变更登记手续,其法定代表人由葛小波变更为徐春,并取得 了上海市市场监督管理局换发的营业执照。 (文章来源:证券日报) ...