9月26日，镇洋发展大宗交易成交42.7万股，成交额579.44万元，占当日总成交额的15.64%，成交价 13.57元，较市场收盘价13.28元溢价2.18%。 | 反禁奉变信息 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 603213 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 13.57 | 42.7 | 受費度為繁體基盤 | 025-09-26 | 证券简称 镇洋发展 | 579.44 | 丟窩戶熱盤盒套屋 | 卖出营业部 | ...

Core Viewpoint - The company reported a decrease in the number of shareholders and a mixed performance in stock price, alongside significant revenue growth but a notable decline in net profit for the first half of the year [1]. Shareholder Information - As of September 20, the number of shareholders for the company was 19,400, a decrease of 1,500 from the previous period (September 10), representing a decline of 7.18% [1]. Stock Performance - The closing price of the company was 13.42 yuan, reflecting an increase of 0.90%. However, since the concentration of shares began, the stock price has cumulatively decreased by 1.83%, with 5 days of increases and 5 days of decreases in the trading period [1]. Financial Performance - For the first half of the year, the company achieved a revenue of 1.336 billion yuan, marking a year-on-year growth of 16.88%. However, the net profit was 50.6259 million yuan, which represents a year-on-year decline of 52.63%. The basic earnings per share were 0.1200 yuan, and the weighted average return on equity was 2.62% [1].

Core Viewpoint - The company, Zhejiang Zhenyang Development Co., Ltd., is holding a half-year performance briefing on October 10, 2025, to discuss its 2025 half-year results and address investor inquiries [2][3]. Group 1: Meeting Details - The meeting is scheduled for October 10, 2025, from 13:00 to 14:00 [4]. - It will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted via online interaction [4][5]. - Investors can submit questions from September 25, 2025, to October 9, 2025, before 16:00 [2][5]. Group 2: Participants - Key participants include the Chairman and General Manager, Mr. Shen Shuguang, the Executive Vice President and Financial Officer, Mr. Zhang Yuan, and the Independent Director, Mr. Zheng Lixin [4]. Group 3: Investor Participation - Investors can join the meeting online through the Shanghai Stock Exchange Roadshow Center [5]. - The company will respond to commonly asked questions during the briefing [3][5]. Group 4: Contact Information - The contact department for inquiries is the Securities and Legal Affairs Department, with contact person Ms. Ruan Mengdie [5].

证券代码：603213 证券简称：镇洋发展 公告编号：2025-050 转债代码：113681 转债简称：镇洋转债 浙江镇洋发展股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 会议召开时间：2025年10月10日(星期五)下午13:00-14:00 会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于2025年9月25日（星期四）至10月9日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 （zqh@nbocc.com）进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 浙江镇洋发展股份有限公司（以下简称"公司"）已于2025年8月 27日发布公司2025年半年度报告，为便于广大投资者能够更加全面深入 地了解公司2025年半年度经营成果、财务状况，公司计划于2025年10月 10日下午13:00-14: ...

证券代码：603213 证券简称：镇洋发展 公告编号：2025-049 转债代码：113681 转债简称：镇洋转债 浙江镇洋发展股份有限公司 2025年第二次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东会召开的时间：2025 年 9 月 15 日 (二)股东会召开的地点：浙江省宁波市镇海区宁波石化经济技术开发区海天中路 655 号浙江镇洋发展股份有限公司 7 楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 246 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 337,188,487 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 76.2920 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东会采用现场投票和网络投票相结合的方式 ...

国浩律师(宁波) 事务所 关于 浙江镇洋发展股份有限公司 2025 年第二次临时股东会 法律意见书 國浩律師事務所 GRANDALL LAW FIRM 宁波市鄞州区定宁街 380 号宁波报业传媒大厦 A 座北楼 7 层(7-1) 邮编: 315040 F7-1, Press Media North Building, A, No.380 Dingning Street, Yinzhou District, Ninbo, China 315040 电话/Tel: +86 574 8736 0126 传真/Fax: +86 574 8726 6222 网址/Website: http://www.grandall.com.cn 2025年9月 国浩律师(宁波) 事务所 关于浙江镇洋发展股份有限公司 2025 年第二次临时股东会法律意见书 致:浙江镇洋发展股份有限公司 在审查有关文件的过程中,公司向本所律师保证并承诺,其向本所提供的文 件和所作的说明是真实的,有关副本材料或复印件与原件一致。 公司向本所律师保证并承诺,公司已将全部事实向本所披露,无任何隐瞒、 遗漏、虚假或误导之处。 本法律意见书仅用于为公司 202 ...

Group 1 - The core viewpoint of the news is that Zhenyang Development has shown significant stock price fluctuations and financial performance, with a notable increase in stock price this year but a recent decline in the short term [1][2] - As of September 9, Zhenyang Development's stock price increased by 64.12% year-to-date, but it has decreased by 9.35% in the last five trading days [1] - The company has a market capitalization of 6.125 billion yuan and reported a net inflow of 378,400 yuan from main funds on September 9 [1] Group 2 - Zhenyang Development operates in the basic chemical industry, specifically in the chlor-alkali sector, with its main business revenue composition being 53.07% from chlor-alkali products and 36.97% from PVC products [1][2] - For the first half of 2025, Zhenyang Development achieved operating revenue of 1.336 billion yuan, representing a year-on-year growth of 16.88%, while the net profit attributable to shareholders decreased by 52.63% to 50.626 million yuan [2] - The company has distributed a total of 676 million yuan in dividends since its A-share listing, with 426 million yuan distributed in the last three years [3]

Core Insights - The Hong Kong Stock Exchange (HKEX) has seen a significant increase in new stock financing, with a total of HKD 134.5 billion raised in the first eight months of the year, marking a nearly sixfold year-on-year growth [1] - A+H listing mode has accounted for 70% of the total fundraising in the first half of the year, indicating strong connectivity between the mainland and Hong Kong markets [1] - There are currently over 51 A-share companies in the queue to list in Hong Kong, reflecting a growing trend of A-share companies seeking dual listings [2] Group 1: A+H Listing Trends - 11 A-share companies have successfully completed A+H listings this year, raising over HKD 90 billion, which constitutes about 70% of the total IPO fundraising in Hong Kong [2] - The top five IPOs in Hong Kong this year are all A+H companies, with four of them raising over HKD 10 billion each [2] - Notable companies preparing for Hong Kong listings include SANY Heavy Industry, Sungrow Power Supply, and others, indicating a robust pipeline of A-share companies looking to enter the Hong Kong market [2] Group 2: Innovative Listing Methods - New listing methods such as share swap mergers and privatization are emerging, providing companies with alternative financing channels and optimizing resource allocation [3] - Zhejiang Hu-Hang-Yong plans to achieve A+H listing through a share swap merger with Zhenyang Development, while New Hope Group intends to privatize New Hope Energy and list in Hong Kong through an introduction [3] - These innovative approaches are expected to enhance companies' capital strength and risk resilience [3] Group 3: Structural Improvements in the Hong Kong Market - The enthusiasm for A+H dual financing platforms is driven by multiple factors, including support from the mainland for quality companies to list in Hong Kong and ongoing optimization of the listing process by HKEX [4] - The trend reflects a growing number of high-quality companies in the A-share market aiming for global expansion and enhanced international competitiveness [4] Group 4: Market Dynamics and Pricing - The influx of quality companies into the Hong Kong market is expected to improve the structural imbalance in the market and attract more capital [5] - As of September 5, 161 A+H stocks were listed, with only 5 showing higher H-share prices than A-shares, indicating a significant price disparity [5] - The premium for A-shares over H-shares has decreased, with some companies experiencing substantial discounts, reflecting a shift in market sentiment and the impact of a low-interest-rate environment in the mainland [5][6]

Group 1 - The Hong Kong Stock Exchange (HKEX) has seen a significant increase in new stock financing, reaching HKD 134.5 billion in the first eight months of the year, a nearly sixfold year-on-year growth, with A+H listings accounting for 70% of the total fundraising in the first half of the year [1][2] - A total of 11 A-share companies have completed A+H listings this year, raising over HKD 90 billion, which represents about 70% of the total IPO fundraising in the Hong Kong market [2] - More than 51 A-share companies are currently in the process of preparing for their listings in Hong Kong, including notable firms like SANY Heavy Industry and Sungrow Power Supply [2][3] Group 2 - Innovative listing methods are emerging in the current A+H expansion wave, such as share swap mergers and privatization, which provide companies with new financing channels and resource optimization opportunities [3] - Zhejiang Hu-Hang-Yong plans to achieve A+H listing through a share swap merger with Zhenyang Development, while New Hope Group intends to privatize New Hope Energy through its wholly-owned subsidiary and list on the Hong Kong Stock Exchange [3] Group 3 - The enthusiasm for A+H listings is driven by multiple factors, including support from mainland authorities for quality companies to list in Hong Kong and the ongoing optimization of the approval process by HKEX [4] - The trend of A+H listings is expected to improve the industry structure of the Hong Kong market, attracting more capital and updating the composition of A+H listed companies [5] Group 4 - As of September 5, 2023, among 161 A+H stocks, only 5 have H-share prices exceeding A-share prices, with CATL showing the largest discount at 17.43% [5][6] - The premium of A-shares over H-shares has significantly decreased, reflecting a shift in market sentiment and a revaluation of H-shares due to the low interest rate environment in mainland China [6]

Group 1 - The company is holding a shareholders' meeting to ensure the rights of shareholders are protected and to maintain order during the meeting [1][2] - Only registered shareholders, their representatives, and specific personnel are allowed to attend the meeting, with entry based on a first-come, first-served basis [1][2] - The meeting will be conducted both in-person and online, with a specific agenda outlined for the proceedings [3][4] Group 2 - The company proposes to purchase Directors, Supervisors, and Senior Management Liability Insurance (D&O Insurance) to enhance risk management and protect the interests of the company and its investors [4][5] - The insurance will have a coverage limit of up to RMB 50 million per year and an annual premium not exceeding RMB 200,000 [4][5] - The board of directors will seek authorization from the shareholders to manage the purchase and renewal of the insurance policy [4][5][6]