| 证券代码：605162 | 证券简称：新中港 | 公告编号：2025-043 | | --- | --- | --- | | 转债代码：111013 | 转债简称：新港转债 | | 浙江新中港热电股份有限公司 关于债券持有人持有可转债比例变动达 10%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。 一、可转债发行上市概况 经中国证券监督管理委员会《关于核准浙江新中港热电股份有限公司公开发 行可转换公司债券的批复》(证监许可〔2023〕48 号)文件核准，并经上海证券 交易所同意，浙江新中港热电股份有限公司（以下简称"公司"）于 2023 年 3 月 8 日公开发行了 3,691,350 张可转换公司债券，每张面值人民币 100 元，发行 总额人民币 36,913.50 万元，债券期限为 6 年，票面利率第一年为 0.30%、第二 年为 0.50%、第三年为 1.00%、第四年为 1.50%、第五年为 2.20%、第六年为 3.00%。 经上海证券交易所自律监管决定书〔2023〕89 号文同意，公司 36,913.5 ...

《关于浙江新中港热电股份有限公司股票交易异常波动的 询证函》的回函 致:浙江新中港热电股份有限公司 二、在本次股票交易异常波动期间,本公司及实际控制人不存在买卖贵公司 股票的情形。 特此函复。 贵公司《关于浙江新中港热电股份有限公司股票交易异常波动的询证函》已 收悉,现就贵公司询证事项回复如下: 一、截至目前,本公司浙江越盛集团有限公司(以下简称"本公司")及实际 控制人不存在影响贵公司的应披露而未披露的重大信息,包括但不限于重大资产 重组、股份发行、收购、债务重组、业务重组、资产剥离、资产注入、股份回购、 股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 ...

Market Overview - The A-share market experienced slight fluctuations, with the Shanghai Composite Index opening lower but turning positive in the afternoon, while small-cap growth stocks were relatively active [1] - The overall trading volume decreased to 1.23 trillion yuan, with more stocks rising than falling [1] Index Performance - Shanghai Composite Index: 3473.13, up 0.02% - Shenzhen Component Index: 10435.51, down 0.70% - ChiNext Index: 2130.19, down 1.21% - SSE 50 Index: 2731.53, down 0.33% - CSI 300 Index: 3965.17, down 0.43% - STAR 50 Index: 4978.29, down 0.66% - North Exchange 50 Index: 1401.92, down 0.93% [2] Sector Performance - Sectors with notable gains included power generation, real estate, and diversified finance, while sectors such as environmental monitoring, components, coal, and medical beauty saw declines [2] - Significant net inflows were observed in power equipment, public utilities, and computers, each exceeding 4 billion yuan, while sectors like electronics and pharmaceuticals experienced net outflows exceeding 2 billion yuan [2] Future Outlook - Huachuang Securities suggests maintaining patience in the short term while remaining optimistic in the medium to long term, as resource sectors related to central state-owned enterprises are currently undervalued and may see policy catalysts in the second half of the year [3] - Haitong Securities notes that recent trading sentiment has improved, leading to a "technical breakthrough" in the A-share market, although volatility may increase due to various external factors [3] Power Sector Highlights - The power sector showed strong performance, with the index reaching a new high for the year, driven by stocks like Huaguang Huaneng, which hit a 14-year high [3][5] - The energy sector, including storage, green power, and nuclear energy, saw significant gains, with multiple sub-sectors reaching historical highs [5] Weather Impact on Energy Demand - The Central Meteorological Observatory issued a yellow heat warning, with temperatures exceeding 35°C in several regions, leading to a rapid increase in electricity demand [7][8] - National Energy Administration reported a record peak electricity load of 1.465 billion kilowatts, an increase of approximately 200 million kilowatts since late June, with air conditioning usage accounting for about 90% of the load increase [8] - Guosheng Securities recommends focusing on the power sector, particularly thermal power and green energy operators with cost-reduction advantages [8]

Market Performance - High-temperature concept stocks have collectively strengthened, with Huayin Power achieving 5 consecutive trading limits and Shaoneng Co., New Zhonggang, and ShenNandian A experiencing 2 consecutive trading limits [1] - In the home appliance sector, Disen Co. surged by 17%, while Whirlpool hit the trading limit, and other companies like Aucma and Xueqi Electric also saw significant gains [1] Events - The National Climate Center predicts that due to global warming and the El Niño phenomenon, this year's high-temperature weather will be characterized by greater intensity and longer duration, with temperatures in North China potentially exceeding 42°C and lasting over 30 days [2] - From July 4 to 10, regions such as Huanghuai, Jianghan, and Jiangnan will experience persistent high temperatures, with some areas reaching or exceeding historical records, leading to increased electricity load across the country [3] - On July 4, the national maximum electricity load reached 1.465 billion kilowatts, an increase of approximately 200 million kilowatts from the end of June and nearly 150 million kilowatts year-on-year, setting a historical high [4] - Xiaomi's Vice President revealed that since June 24, air conditioning sales in Northeast Inner Mongolia have surged, with sales peaking at 20 times last year's levels [4] Institutional Insights - The high temperatures sweeping the nation have led to record electricity loads, creating a favorable environment for investment in the sector, especially with the ongoing increase in renewable energy installations [5] - In the home appliance sector, extreme heat in Europe has driven a rapid increase in air conditioning demand, with significant export growth to Europe, indicating strong market demand [5] - The recent high temperatures are expected to accelerate demand for thermal power, potentially leading to higher coal prices, with forecasts suggesting prices may exceed 750 yuan per ton by mid-August [5]

暗盘资金正涌入这些股票，点击速看>>> 电力板块午后进一步走高，华光环能（600475）、新中港（605162）、华电辽能（600396）、世茂能源 （605028）等近10股涨停，南网科技、乐山电力（600644）、九洲集团（300040）跟涨。 ...

Group 1: Power Sector - The power sector is experiencing significant growth, with companies like Huayin Power and Shaaneng Group seeing substantial stock price increases, reminiscent of the carbon neutrality trend [3] - Recent government policies, such as the "New Generation Coal Power Upgrade Special Action Implementation Plan," provide strong support for thermal power companies, stabilizing their profit expectations [3] - The renewable energy capacity has surpassed that of thermal power for the first time, indicating a profound energy revolution within the industry, creating a dual-driven growth model for power stocks [3] Group 2: Real Estate Sector - The real estate sector has seen unexpected gains in stocks of local state-owned enterprises like Chongqing Development and Shahe Shares, driven by numerous policies aimed at stabilizing the housing market [4] - A significant reduction of 15% in land supply in core areas of first-tier cities has boosted market confidence in high-quality real estate, particularly in cities like Beijing and Shanghai [4] - The real estate market is experiencing severe differentiation, with core city demand presenting genuine investment opportunities, as evidenced by a 24% year-on-year increase in second-hand housing transactions in Shanghai [4] Group 3: Cross-Border Payment Sector - The cross-border payment sector is performing well, with companies like Xinyada and Jingbeifang seeing stock price surges due to technological and policy advancements [4] - The recent implementation of QR code payment interoperability between China and Vietnam, along with real-time local currency settlement, accelerates the international expansion of Chinese payment systems [4] - The integration of digital currency and blockchain technology is reshaping the cross-border payment landscape, making transactions as convenient as domestic transfers, thus enhancing long-term growth potential for this sector [4] Group 4: Market Trends and Sentiment - The overall market volume has decreased to 780 billion, indicating a cautious sentiment among investors, leading to faster rotation of themes [6] - Despite the decline in indices, the situation is not severe, as the number of stocks declining is not significantly higher than those rising, suggesting that panic has not set in [6] - Upcoming second-quarter reports are expected to provide insights, particularly for sectors like power and real estate that have strong policy support and high earnings certainty [6]

暗盘资金一眼洞悉庄家意图>> A股三大指数早盘集体下跌，截至午盘，沪指跌0.21%，深成指跌0.7%，创业板指跌1.25%，北证50指数跌0.96%。全市场半日成交额7830亿元，较上日缩量 957亿元。全市场超2200只个股下跌。 板块题材上，中船系、跨境支付、多元金融、房地产、电力、足球板块涨幅居前；CPO、减肥药、能源金属、人形机器人概念股跌幅居前。 NO.2 【跨境电商】 板块内9家涨停，2只连板股，最高连板数为4天3板，涨停股代表：浔兴股份、富岭股份（001356）。 NO.3 【储能】 板块内9家涨停，4只连板股，最高连板数为4天3板，涨停股代表：韶能股份、新中港。 热点概览： 盘面上，电力板块集体大涨，华银电力（600744）5天4板，韶能股份（000601）、新中港（605162）2连板。房地产板块早盘拉升，渝开发（000514）、沙 河股份（000014）、南山控股（002314）等股涨停。跨境支付、多元金融、数字货币概念股盘中震荡走高，信雅达（600571）、京北方（002987）、青岛金 王（002094）多股涨停。足球概念股表现活跃，共创草坪（605099）、双象股份（002395）双 ...

Core Viewpoint - Zhejiang Xinhong Port Thermal Power Co., Ltd. plans to repurchase a portion of its shares to enhance employee motivation and align interests between shareholders and employees [1][4] Summary by Relevant Sections Repurchase Plan Overview - Total amount for share repurchase: not less than RMB 40 million and not exceeding RMB 80 million [1][6] - Source of funds: company’s own funds [1][6] - Purpose of repurchase: for employee stock ownership plans or equity incentives [1][4] - Maximum repurchase price: not exceeding RMB 11.38 per share, which is 150% of the average trading price over the last 30 trading days prior to the board's decision [1][6] - Method of repurchase: through centralized bidding [1][4] - Duration of repurchase: within 12 months from the board's approval [1][4] Share Repurchase Details - Estimated number of shares to be repurchased: between 3.5149 million and 7.0299 million shares, accounting for 0.88% to 1.76% of total share capital [4][7] - The repurchase will not affect the company's operational capabilities or financial stability significantly [8] Financial Impact Analysis - As of March 31, 2025, total assets were RMB 1.856 billion, and net assets attributable to shareholders were RMB 1.334 billion [8] - The maximum repurchase amount of RMB 80 million represents 4.31% of total assets and 6.00% of net assets [8] - The company's debt-to-asset ratio was 28.03%, indicating that the repurchase will not significantly impact its debt repayment ability [8] Governance and Compliance - The board approved the repurchase plan with unanimous consent, and it does not require shareholder meeting approval [2][3] - No plans for share reduction by major shareholders or executives in the next three to six months [1][9] - The company has established a dedicated securities account for the repurchase [12]

| 证券代码：605162 | 证券简称：新中港 | 公告编号：2025-041 | | --- | --- | --- | | 转债代码：111013 | 转债简称：新港转债 | | 浙江新中港热电股份有限公司 关于以集中竞价交易方式回购公司股份的回购报告书 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、准确性和完整性依法承担法律责任。 重要内容提示： 浙江新中港热电股份有限公司（以下简称"公司"）本次拟回购部分公司股份， 主要内容如下： 回购股份金额：资金总额不低于人民币 4,000 万元(含)且不超过人民币 8,000 万元（含）； 回购股份资金来源：公司自有资金； 回购股份用途：用于员工持股计划或股权激励； 回购股份价格：不超过人民币 11.38 元/股（含），该价格不高于公司董事 会通过回购股份方案决议前 30 个交易日公司股票交易均价的 150%； 回购股份方式：采用集中竞价交易方式实施； 回购股份期限：自公司董事会审议通过本次回购股份方案之日起 12 个月 内； 相关股东是否存在减持计划：经公司发函确认，截至本公告披露日，公司 董事、监事、 ...

Group 1 - New Zhonggang's stock price reached a closing price of 8.54 yuan with a trading volume of 73.31 million yuan and a total market capitalization of 3.42 billion yuan on July 4 [1] - The stock appeared on the "Dragon and Tiger List" due to a price deviation of over 7%, with total buy and sell amounts of 36.62 million yuan and 7.46 million yuan respectively, resulting in a net buy of 29.16 million yuan [1] - The top five buying institutions included Kaiyuan Securities and Guotai Junan Securities, while Goldman Sachs and Haitong Securities were among the top sellers [1] Group 2 - Zhejiang New Zhonggang Thermal Power Co., Ltd. was established on October 17, 1997, and went public on July 7, 2021, focusing on the production and supply of thermal and electric power through cogeneration [2] - The company's revenue composition includes steam (71.77%), electricity (16.60%), compressed air (6.89%), coal (2.48%), energy storage electricity (2.03%), and others (0.16%) [2] - As of March 31, the number of shareholders increased by 3.87% to 21,300, while the average circulating shares per person decreased by 3.72% to 18,801 shares [2] Group 3 - New Zhonggang has distributed a total of 344 million yuan in dividends since its A-share listing, with 204 million yuan distributed over the past three years [3]