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A股公告精选 | 华建集团(600629.SH)等多只连板股提示风险
智通财经网· 2025-07-22 12:26
Group 1 - Guizhou Moutai announced an investment of 490 million yuan to establish the Guizhou Moutai Distillery (Group) Science and Technology Research Institute, with a focus on integrating research resources and enhancing core competitiveness in the liquor industry [1] - China Nuclear Power plans to invest 1 billion yuan in China Fusion Energy Co., which is a wholly-owned subsidiary of China National Nuclear Corporation, as part of a larger investment round totaling approximately 11.49 billion yuan [2] - Zhejiang Energy Power intends to invest 751 million yuan for a 5% stake in China Fusion Energy Co., joining other investors in a significant funding round aimed at advancing nuclear fusion technology [3] Group 2 - Guangsheng Nonferrous Metals announced that its wholly-owned subsidiary plans to publicly transfer a 3% stake in Guangdong Pearl River Rare Earth Co. for no less than 5.9764 million yuan, expecting to generate approximately 558,800 yuan in investment income [4] - Jinzhi Technology's controlling shareholder will change to Nanjing Zhidi, with a transfer of 64.1324 million shares, representing 16.01% of the total share capital [5] - Guangdian Measurement plans to raise up to 1.3 billion yuan through a private placement to fund various technology projects, including a new generation AI chip testing platform [6] Group 3 - Guanghe Technology is set to invest 30 million yuan to establish a venture capital fund focused on emerging industries, including humanoid robots and AI applications [7] - Geer Software intends to acquire over 51% of Weipin Zhiyuan, a leading digital transformation service provider, as part of its strategy to enhance its capabilities in data intelligence [9] - Goer Technology plans to acquire 100% of the shares of Hong Kong Lianfeng's subsidiaries for approximately 10.4 billion HKD, which have significant expertise in precision component manufacturing [10] Group 4 - Guoguang Electric announced that its director and general manager has been placed under detention, but the company maintains normal operations and control [11]
中国核电10亿元入局核聚变赛道 携手央企民企押注“人造太阳”
Feng Huang Wang· 2025-07-22 12:09
凤凰网科技讯 7月23日,中国核能电力股份有限公司(证券简称:中国核电(601985))发布公告,正 式披露将参与一项对中国聚变能源有限公司的重大增资计划。根据公告,此次增资由多家重量级企业共 同参与,总投资金额高达约114.9亿元人民币,旨在为被誉为"人造太阳"的核聚变能源技术研发注入强 大动力。 在此次大规模的联合投资中,中国核电自身拟投资金额为10亿元。投资方阵容堪称豪华,领投方为中国 核工业集团有限公司(中核集团),此外还包括中国石油集团旗下的昆仑资本、上海未来聚变能源科技 有限公司、国家绿色发展基金、浙江浙能电力(600023)以及四川重科聚变能源科技有限公司等。这次 集结了能源、资本和科技领域国家队力量的投资,明确指向了前瞻性布局核聚变能源领域,为未来聚变 堆的商业化应用铺路。 交易完成后,中国聚变能源有限公司的股权结构将迎来重塑。 中核集团将以50.35%的持股比例继续保持控股地位 ,其出资方式包含现金及价值近30亿元的知识产 权。 可控核聚变技术目前仍处于发展阶段,其技术突破需要长期研究和大量资金投入,结果具有不确定性。 目标公司中国聚变能源有限公司在2024年及2025年上半年均未录得营业收 ...
晚间公告丨7月22日这些公告有看头
Di Yi Cai Jing· 2025-07-22 10:40
Group 1 - Guizhou Moutai plans to establish a research institute company with its controlling shareholder, Moutai Group, with a registered capital of 1 billion yuan, where Guizhou Moutai will contribute 490 million yuan for a 49% stake [3] - Zhejiang Fu Holdings' subsidiary focuses on the research, design, manufacturing, and service of large and medium-sized hydropower turbine generator sets, with a significant project in the Yarlung Zangbo River area currently in the early construction phase [4] - Geer Software intends to acquire over 51% of Shenzhen Weipin Zhiyuan Information Technology Co., a leading digital transformation service provider in China [5] Group 2 - Sichuan Chengyu is part of a consortium that is the first candidate for the G5 Jingkun Expressway expansion project, with an estimated total investment of approximately 28.55 billion yuan, and the company plans to invest 4.902 billion yuan [6] - Sichuan Road and Bridge's subsidiary is participating in the same G5 Jingkun Expressway project, holding a 4% stake, with a total project investment of 28.55 billion yuan [7] - Xining Special Steel confirmed that there are no undisclosed significant information after its stock price experienced unusual fluctuations [8] Group 3 - Sanbo Brain Science's chairman has had his detention lifted and is now under investigation, returning to work [9][10] - Anke Intelligent Electric reported no significant changes in its operating environment and plans to disclose its semi-annual report on August 26 [11] - Funeng Technology received a development notice from GAC Group for battery supply, indicating increased market recognition for its SPS battery products [12] Group 4 - China Nuclear Power plans to invest 1 billion yuan in China Fusion Energy Company, acquiring a 6.65% stake, as part of a forward-looking strategy in the nuclear fusion energy sector [13] - Anfu Technology reported a net profit of 107 million yuan for the first half of 2025, a year-on-year increase of 14.38% [15] - Jieput's net profit is expected to increase by 57.03% to 82.6% in the first half of 2025, driven by rising demand for laser devices [16] Group 5 - Microelectrophysiology anticipates a net profit increase of 76.34% to 105.73% in the first half of 2025, supported by strong overseas sales of its heart electrophysiology products [17] - Zhongman Petroleum signed a gas exploration and development contract in Algeria, with a 90% investment share in the Zerafa II block, which has an estimated gas resource of 109.257 billion cubic meters [20] - Guizhou Gas shareholders plan to reduce their holdings by up to 6% through various trading methods [22]
中国“人造太阳”,大消息!
Zhong Guo Ji Jin Bao· 2025-07-22 10:07
Group 1 - China National Nuclear Corporation (CNNC), China Nuclear Power, and Zhejiang Energy Power jointly invested approximately 11.49 billion yuan in China Fusion Energy Co., Ltd. [2][5] - Following the announcement, nuclear fusion concept stocks such as Changfu Co., Guoguang Electric, and Zhongzhou Special Materials experienced significant price fluctuations [2] - As of July 22, China Nuclear Power's stock closed at 9.34 yuan per share, with a market capitalization of 192.1 billion yuan, while Zhejiang Energy Power's stock closed at 5.23 yuan per share, with a market capitalization of 70.1 billion yuan [2] Group 2 - The investment was made at a price of 1.0019 yuan per registered capital, with China Nuclear Power contributing 1 billion yuan for a 6.65% stake, and Zhejiang Energy Power investing approximately 751 million yuan for a 5% stake [5][6] - After the capital increase, the registered capital of the fusion company will be 15 billion yuan, with CNNC holding 50.35% of the shares [5][6] Group 3 - The total assets of the fusion company increased to 5.369 billion yuan as of June 30, 2025, with total equity of 5.367 billion yuan [7] - The company aims to achieve commercial application of fusion energy through a three-step development phase: pilot experimental reactor, demonstration reactor, and commercial reactor [7]
中国“人造太阳”,大消息!
中国基金报· 2025-07-22 09:57
【导读】中核集团、中国核电、浙能电力等共同向聚变公司投资约114.92亿元 中国基金报记者 卢鸰 中国的"人造太阳"公司又有大消息。 据中国核电、浙能电力7月22日公告,中核集团、中国核电、浙能电力等共同向中国聚变能源有限公司投资约114.92亿元。 此前,受相关消息刺激,核聚变概念股常辅股份、国光电气、中洲特材等震荡上涨。 115亿元增资聚变公司 中国核电、浙能电力7月22日下午公告,中国核工业集团有限公司(以下简称中核集团)、中国核电、浙能电力、中国石油集团昆仑资本有 限公司、上海未来聚变能源科技有限公司、国家绿色发展基金股份有限公司 及 四川重科聚变能源科技有限公司,以1.0019元/注册资本的 价格,共同向中国聚变能源有限公司(以下简称聚变公司)投资约114.92亿元,认购聚变公司新增注册资本114.69亿元。 其中,中国核电投资金额为10亿元,持有聚变公司6.65%股权;浙能电力出资约7.51亿元,持有聚变公司5%股权。 本次增资完成后,聚变公司的注册资本为150亿元,股东持股比例如下: 浙能电力为持有中国核电重要控股子公司10%以上股权的其他股东,持有秦山核电有限公司28%股权、核电秦山联营有限公 ...
中国核电(601985) - 中国核电关于聘任公司高级管理人员的公告
2025-07-22 08:45
于开治先生的任职资格已经公司董事会提名、薪酬与考核委员会审议通过。 特此公告。 附件:于开治先生简历 中国核能电力股份有限公司董事会 2025 年 7 月 23 日 证券代码:601985 证券简称:中国核电 公告编号:2025-056 中国核能电力股份有限公司 关于聘任公司高级管理人员的公告 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。 2025 年 7 月 21 日,公司召开第五届董事会第五次会议,审议通过了《关于 聘任公司高级管理人员的议案》,经公司总经理提名,董事会审议,同意聘任于 开治先生担任公司副总经理,任期与第五届董事会相同。 于开治先生,1978 年出生,中国国籍,无境外居留权,大学本科,高级工 程师。现任中国核能电力股份有限公司市场开发总监、核能开发事业部总经理。 历任成员单位核安全处副处长、设计管理处副处长、核安全处处长,中国核电核 能开发事业部副总经理等。 于开治先生未持有公司股份,与公司的董事、高级管理人员、实际控制人及 持股 5%以上的股东不存在关联关系。不存在受到中国证监会、上海证券交易所 及其他 ...
中国核电(601985) - 中国核电关于参股中国聚变能源有限公司暨关联交易的公告
2025-07-22 08:45
本次交易构成关联交易,但不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 本次交易已经公司第五届董事会第二次会议及第五届监事会第二次会议 审议通过,公司已于 2025 年 3 月 1 日发布《关于对外投资的提示性公告》(公 告编号:2025-020)。截至本公告披露日,本次交易已经国务院国有资产监督管 理委员会(以下简称国务院国资委)批复,已具备股权交割条件,本次交易尚需 各方完成股权交割并由聚变公司办理相关企业变更登记。 证券代码:601985 证券简称:中国核电 公告编号:2025-057 中国核能电力股份有限公司 关于参股中国聚变能源有限公司暨关联交易的公告 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: 本次交易概述:为响应国家未来产业战略发展要求,落实中国核能"三 步走"战略,进一步巩固中央企业在我国聚变产业的核心主导地位,体现中国核 能电力股份有限公司(以下简称中国核电或公司)在推进国家能源结构转型和促 进清洁能源发展中的使命担当,前瞻性布局核聚变能源领域,为未来聚变堆商业 化应用打下基 ...
中国核电(601985) - 中国核电关于设立中核山东能源发展有限公司的公告
2025-07-22 08:45
证券代码:601985 证券简称:中国核电 公告编号:2025-055 中国核能电力股份有限公司 关于设立中核山东能源发展有限公司的公告 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: 中国核能电力股份有限公司(以下简称公司或中国核电)拟投资设立中 核山东能源发展有限公司(暂定名,具体以工商核准注册名称为准),以开发山 东省内相关能源项目。 公司拟出资 50,000 万元,持有中核山东能源发展有限公司 100%股权。 风险提示:公司本次设立中核山东能源发展有限公司尚需获得工商行政 管理部门的核准,存在不确定性。同时,中核山东能源发展有限公司设立后在经 营过程中可能受到宏观经济、行业政策、市场竞争、技术开发、经营管理等因素 影响,导致投资收益存在不确定性的风险。 1.拟定公司名称:中核山东能源发展有限公司(以市场监督管理部门登记结 果为准) 一、对外投资概述 (一)对外投资的基本情况 公司出资 50,000 万元设立全资子公司中核山东能源发展有限公司。 (二)董事会审议情况 2025 年 7 月 21 日,公司召 ...
中国核电(601985) - 中国核电第五届董事会第五次会议决议公告
2025-07-22 08:45
证券代码:601985 证券简称:中国核电 公告编号:2025-054 中国核能电力股份有限公司 第五届董事会第五次会议决议公告 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: 董事录大恩、董事虞国平因公无法出席,委托董事于良民出席会议并代 为行使表决权;董事张国华因公无法出席,委托董事詹应武出席会议并代为行使 表决权;董事赵军因公无法出席,委托董事肖林兴出席会议并代为行使表决权。 中国核能电力股份有限公司(以下简称公司)第五届董事会第五次会议于 2025 年 7 月 21 日以现场方式召开。本次会议的通知及相关会议材料已于 2025 年 7 月 15 日由董事会办公室提交全体董事。本次会议应参会表决董事 12 人,实 际参会董事 12 人(其中委托出席的董事人数 4 人,以通讯表决方式出席的董事 人数为 0)。董事录大恩(独立董事)、董事虞国平(非独立董事)因公无法出 席,委托董事于良民出席会议并代为行使表决权;董事张国华(非独立董事)因 公无法出席,委托董事詹应武出席会议并代为行使表决权;董事赵军(非独立董 ...
中国核电:拟投资5亿元设立全资子公司
news flash· 2025-07-22 08:22
Core Viewpoint - The company plans to invest 500 million yuan to establish a wholly-owned subsidiary, China Nuclear Shandong Energy Development Co., Ltd., to develop energy projects in Shandong Province [1] Group 1 - The investment aligns with the company's strategic development needs [1] - The establishment of the subsidiary will enhance the company's strategic layout in the Shandong region [1] - This move lays the foundation for the company to undertake domestic and international project development in the future [1] Group 2 - The establishment of the wholly-owned subsidiary is subject to approval from market supervision and management authorities, introducing an element of uncertainty [1]