8月19日晚，镇洋发展（603213）(603213.SH)公告，公司接到控股股东浙江省交通投资集团有限公司 (下称"浙江省交投")《关于筹划重大资产重组事项的通知》，其拟筹划浙江沪杭甬高速公路股份有限公 司(下称"浙江沪杭甬")(0576.HK)和镇洋发展进行重大资产重组。 尽管该次交易尚在筹划阶段，但镇洋发展仍在公告中透露了交易方案的些许细节。 公告显示，此次交易方案具体是由港股公司浙江沪杭甬向镇洋发展全体股东发行A股股票，通过换股方 式吸收合并镇洋发展。 值得一提的是，浙江沪杭甬是一家港股上市公司，此次交易涉及港股公司在A股发行股票、吸并A股公 司。因而，该类交易在A股市场十分罕见。 资料显示，浙江沪杭甬是一家主要从事建设、经营、维修及管理高等级公路的投资控股公司。镇洋发展 的主营业务为氯碱相关产品的研发、生产与销售。两者均为浙江省交投的控股子公司。 镇洋发展表示，此次交易的具体合作方案以双方进一步签署的交易文件为准。该次交易尚需履行必要的 内部决策程序，并需经有权监管机构批准后方可正式实施，能否实施尚存在不确定性。 8月20日，记者致电镇洋发展。镇洋发展董秘办工作人员告诉记者，重组方案后续需要董事会和 ...

Group 1 - The Ministry of Human Resources and Social Security, along with four other departments, has issued a notice regarding the conditions for receiving personal pensions, effective from September 1, which includes three new scenarios for pension claims [1] - The Ministry of Industry and Information Technology and five other departments have deployed measures to further regulate the competitive order of the photovoltaic industry, emphasizing market-oriented and legal methods to promote the orderly exit of backward production capacity [1] - The Ministry of Finance reported that in July, the national general public budget revenue reached 202.73 billion yuan, a year-on-year increase of 2.6%, marking the highest growth rate of the year [2] Group 2 - The People's Bank of China has added a new quota of 100 billion yuan for re-lending to support agriculture and small enterprises, particularly in disaster-affected areas [2] - The National Bureau of Statistics reported that the unemployment rate for urban labor aged 16-24 was 17.8% in July, while the rate for those aged 25-29 was 6.9% [2] - The Shanghai government has released a plan to accelerate the development of "AI + manufacturing" over the next three years, aiming to enhance the level of intelligent development in the manufacturing sector [2] Group 3 - The A-share market experienced a slight decline with the three major indices closing lower, while the North Star 50 index reached a new historical high [3] - The margin trading balance in the A-share market has surpassed 2.1 trillion yuan, reaching 2.1023 trillion yuan, marking a significant increase and a record high in ten years [3] - As of August 19, 666 A-share listed companies have disclosed their semi-annual reports for 2025, with over 60% reporting a year-on-year increase in net profit attributable to shareholders [4] Group 4 - Pop Mart reported a revenue of 13.88 billion yuan for the first half of the year, representing a year-on-year growth of 204.4%, with a net profit of 4.57 billion yuan, up 396.5% [5] - Xiaomi Group achieved a record high total revenue of 116 billion yuan in the second quarter, a year-on-year increase of 30.5% [6] - Zhongyang Development plans to merge with another company, leading to a temporary suspension of its A-share stock and convertible bonds starting August 20 [6]

| 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 603213 | 镇洋发展 | A 股 停牌 | 2025/8/20 | | | | | 113681 | 镇洋转债 | 可转债债券停 | 2025/8/20 | | | | | | | 博 | | | | | | 113681 | 镇洋转债 | 可转债转股停 | 2025/8/20 | | | | | | | 牌 | | | | | 来源：公司公告 8月19日晚间，镇洋发展（603213）公告称，公司接到控股股东浙江省交通投资集团有限公司通知，拟筹划浙江沪杭甬和镇洋发展进行重大资产重组，本 次交易的方式为浙江沪杭甬向镇洋发展全体股东发行A股股票，通过换股方式吸收合并镇洋发展。 吸收合并方浙江沪杭甬是浙江省交通集团旗下核心成员企业和重要上市平台。公司于1997年3月1日成立，同年5月15日在香港联交所挂牌上市。 被吸收合并方镇洋发展为浙江省交通投资集团有限公司控股子公司，注册资本4.348亿元，2021年11月1 ...

Group 1 - The Ministry of Human Resources and Social Security, along with four other departments, has issued a notice that starting from September 1, individuals can withdraw personal pensions under three new conditions: suffering from major illnesses, receiving unemployment insurance, and receiving minimum living security. Participants can withdraw their pensions monthly, in installments, or as a lump sum [2] - Xiaomi Group reported its Q2 financial results, achieving record highs in several key metrics: revenue of 116 billion yuan, a year-on-year increase of 30.5%; adjusted net profit of 10.8 billion yuan, a significant increase of 75.4%; revenue from the smartphone and AIoT segment reached 94.7 billion yuan, up 14.8% year-on-year. The smartphone business generated 45.5 billion yuan, with positive growth for eight consecutive quarters. The automotive segment reported revenue of 21.3 billion yuan, with operating losses narrowing to 300 million yuan, and is expected to achieve profitability in the second half of the year [2] Group 2 - The Ministry of Finance reported that in July, the national general public budget revenue reached 202.73 billion yuan, a year-on-year increase of 2.6%, the highest growth rate this year. Tax revenue was 180.18 billion yuan, growing by 5%. For the first seven months of the year, total revenue was 1.35839 trillion yuan, with a slight year-on-year increase of 0.1% [3] - The People's Bank of China has added 100 billion yuan in re-lending to support agriculture and small businesses, encouraging financial institutions to increase credit support for affected areas and small enterprises [3] - The National Bureau of Statistics reported that the unemployment rate for urban youth aged 16-24 in July was 17.8%, while the rate for those aged 25-29 was 6.9%, and for those aged 30-59 was 3.9% [3] Group 3 - The A-share market experienced a narrow fluctuation with all three major indices closing lower, while the North Star 50 index reached a new historical high. The consumer electronics, CPO, and liquor sectors led the gains, while insurance, PEEK materials, and lithography machine concepts saw notable adjustments [5] - The Hong Kong Hang Seng Index fell by 0.21%, closing at 25,122.9 points, with the Hang Seng Technology Index down 0.67%. Southbound funds saw a significant net inflow of 18.573 billion Hong Kong dollars [6] - The margin financing balance in the A-share market exceeded 2.1 trillion yuan, marking a significant increase and the largest single-day growth in 2024. This reflects a growing bullish sentiment in the market [7] Group 4 - Xpeng Motors reported Q2 total revenue of 18.27 billion yuan, a year-on-year increase of 125.3%, with an adjusted net loss of 390 million yuan, down from a loss of 1.22 billion yuan in the same period last year. The company expects Q3 vehicle deliveries to reach between 113,000 and 118,000 units, representing a year-on-year growth of 142.8% to 153.6% [8] - Pop Mart's revenue and net profit for the first half of the year exceeded the total for the previous year, with revenue of 13.876 billion yuan, a year-on-year increase of 204.4%, and adjusted net profit of 4.71 billion yuan, up 362.8% [9]

Core Viewpoint - The announcement indicates that Zhejiang Hu-Hang-Yong Highway Co., Ltd. plans to conduct a significant asset restructuring with Zhenyang Development, involving a share swap to absorb Zhenyang Development [1] Group 1: Company Overview - Zhenyang Development is a subsidiary of Zhejiang Provincial Transportation Investment Group and operates in the chemical industry [3] - Zhejiang Hu-Hang-Yong is a Hong Kong-listed company primarily engaged in the construction, operation, maintenance, and management of high-grade highways [3] Group 2: Financial Performance - In 2024, Zhenyang Development achieved a revenue of 2.899 billion yuan, representing a year-on-year increase of 37.10%, while the net profit attributable to shareholders decreased by 23.21% to 191 million yuan [5] - The company forecasts a net profit of 45 million to 53 million yuan for the first half of 2025, indicating a year-on-year decrease of 50.41% to 57.89% [5] Group 3: Market Reaction and Valuation - Following the announcement, Zhenyang Development's stock price hit the daily limit, with a market capitalization of approximately 6.8 billion yuan [3] - Zhejiang Hu-Hang-Yong has a market capitalization of 44.9 billion HKD (approximately 41 billion yuan) [3] Group 4: Transaction Details - The transaction involves Zhejiang Hu-Hang-Yong issuing A-shares to all shareholders of Zhenyang Development through a share swap [1] - The transaction is still in the planning stage and requires internal decision-making processes and regulatory approvals, which introduces uncertainty regarding its implementation [5]

每天三分钟 公告很轻松 镇洋发展（603213）：浙江沪杭甬拟换股吸收合并公司 20日起停牌；吉比特等公司推出中期分红预 案；达梦数据：公司董事兼总经理被留置；先达股份：上半年净利润同比增长2561.58%；东杰智能： 筹划控制权变更 20日起停牌…… 今日看点 ▼聚焦一：镇洋发展：浙江沪杭甬拟换股吸收合并公司 20日起停牌 公司接到控股股东浙江省交通投资集团有限公司通知，拟筹划浙江沪杭甬高速公路股份有限公司（以下 简称"浙江沪杭甬"）和镇洋发展进行重大资产重组，即由浙江沪杭甬向镇洋发展全体股东发行A股股 票，通过换股方式吸收合并镇洋发展。公司A股股票、可转换公司债券以及可转换公司债券转股将于 2025年8月20日开市时起开始停牌，预计停牌时间不超过10个交易日。本次交易的具体合作方案以双方 进一步签署的交易文件为准，能否实施尚存在不确定性。 ▼聚焦二：吉比特等公司推出中期分红预案 吉比特：披露半年报。公司2025年上半年实现营业收入2,517,901,776.64元，同比增长28.49%；归属于 上市公司股东的净利润644,681,109.59元，同比增长24.50%；基本每股收益8.95元。公司以未来实施 ...

镇洋发展（603213）：浙江沪杭甬拟换股吸收合并公司 20日起停牌；吉比特等公司推出中期分红预 案；达梦数据：公司董事兼总经理被留置；先达股份：上半年净利润同比增长2561.58%；东杰智能： 筹划控制权变更 20日起停牌…… 今日看点 ▼聚焦一：镇洋发展：浙江沪杭甬拟换股吸收合并公司 20日起停牌 公司接到控股股东浙江省交通投资集团有限公司通知，拟筹划浙江沪杭甬高速公路股份有限公司（以下 简称"浙江沪杭甬"）和镇洋发展进行重大资产重组，即由浙江沪杭甬向镇洋发展全体股东发行A股股 票，通过换股方式吸收合并镇洋发展。公司A股股票、可转换公司债券以及可转换公司债券转股将于 2025年8月20日开市时起开始停牌，预计停牌时间不超过10个交易日。本次交易的具体合作方案以双方 进一步签署的交易文件为准，能否实施尚存在不确定性。 ▼聚焦二：吉比特等公司推出中期分红预案 吉比特：披露半年报。公司2025年上半年实现营业收入2,517,901,776.64元，同比增长28.49%；归属于 上市公司股东的净利润644,681,109.59元，同比增长24.50%；基本每股收益8.95元。公司以未来实施 2025年半年度利润分 ...

公告显示，此次交易方案具体是由浙江沪杭甬向镇洋发展全体股东发行A股股票，通过换股方式吸收合并镇 洋发展。此次交易的特殊之处在于，浙江沪杭甬是一家港股上市公司。 8月19日晚，镇洋发展(603213)公告，公司接到控股股东浙江省交通投资集团有限公司《关于筹划重大资产重 组事项的通知》，其拟筹划浙江沪杭甬高速公路股份有限公司（以下简称"浙江沪杭甬"）和镇洋发展进行重 大资产重组。 | 证券代码:603213 | 证券简称:镇洋发展 | 公告编号:2025- | | --- | --- | --- | | 转债代码:113681 | 转债简称:镇洋转债 | | 资料显示，浙江沪杭甬是一家主要从事建设、经营、维修及管理高等级公路的投资控股公司。镇洋发展为浙 江省交通投资集团有限公司控股子公司，是一家化工企业。 8月19日，镇洋发展股价涨停，最新市值约68亿元。浙江沪杭甬最新市值449亿港元（约人民币410亿元）。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 603 ...

Core Viewpoint - The company announced a significant asset restructuring plan involving a merger with Zhejiang Huhangning, where Zhejiang Huhangning will issue A-shares to acquire all shareholders of Zhenyang Development through a share swap [1]. Group 1: Company Overview - Zhenyang Development is a subsidiary of Zhejiang Provincial Transportation Investment Group, with a registered capital of 434.8 million yuan [5]. - The company was listed on the Shanghai Stock Exchange on November 11, 2021, and its business scope includes the production and wholesale of chemical products and synthetic materials [5]. Group 2: Financial Performance - In 2024, Zhenyang Development achieved a revenue of 2.899 billion yuan, representing a year-on-year increase of 37.10%, while the net profit attributable to shareholders decreased by 23.21% to 191 million yuan [5]. - The company's half-year performance forecast for 2025 indicates an expected net profit of 45 million to 53 million yuan, reflecting a year-on-year decline of 50.41% to 57.89% [5]. Group 3: Market Activity - On August 19, the company's stock reached the daily limit, closing at 15.29 yuan per share, with a total market capitalization of 6.76 billion yuan [6].

8月19日晚间，镇洋发展（603213）公告称，公司接到控股股东浙江省交通投资集团有限公司通知，拟筹划浙江 沪杭甬和镇洋发展进行重大资产重组，本次交易的方式为浙江沪杭甬向镇洋发展全体股东发行A股股票，通过换 股方式吸收合并镇洋发展。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 603213 | 镇洋发展 | A 股 停牌 | 2025/8/20 | | | | | 113681 | 镇洋转债 | 可转债债券停 | 2025/8/20 | | | | | | | 牌 | | | | | | 113681 | 镇洋转债 | 可转债转股停 | 2025/8/20 | | | | | | | 牌 | | | | | （文章来源：中国证券报） 来源：公司公告 镇洋发展公告称，公司A股股票、可转换公司债券及其转股将于8月20日（星期三）开市时起开始停牌，预计停牌 时间不超过10个交易日。 吸收合并方浙江沪杭甬是浙江省交通集团旗下核心成员企业和重要上市平台。公司于199 ...