Workflow
Shengquan Group(605589)
icon
Search documents
圣泉集团(605589) - 圣泉集团关于向不特定对象发行可转换公司债券预案披露的提示性公告
2025-08-18 12:03
证券代码:605589 证券简称:圣泉集团 公告编号:2025-066 特此公告。 济南圣泉集团股份有限公司 董事会 2025 年 8 月 19 日 济南圣泉集团股份有限公司 关于向不特定对象发行可转换公司债券预案披露的 提示性公告 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。 济南圣泉集团股份有限公司(以下简称"公司")于 2025 年 8 月 18 日召开公司第十届董事会第六次会议、第十届监事会第五次会 议,审议通过了公司向不特定对象发行可转换公司债券的相关议案。 具体内容详见公司于 2025 年 8 月 19 日在上海证券交易所网站 (www.sse.com.cn)披露的《圣泉集团向不特定对象发行可转换公司 债券预案》等文件。 本次预案的披露并不代表审批机关对于公司本次向不特定对象 发行可转换公司债券相关事项的实质性判断、确认、批准或注册,预 案所述本次向不特定对象发行可转换公司债券相关事项的生效和完 成尚需公司股东大会审议通过、上海证券交易所审核通过并取得中国 证监会同意注册的批复,敬请广大投资者注意投资风险。 ...
圣泉集团(605589) - 圣泉集团 关于向不特定对象发行可转换公司债券摊薄即期回报及填补措施和相关主体承诺的公告
2025-08-18 12:03
济南圣泉集团股份有限公司 关于向不特定对象发行可转换公司债券摊薄即期回报 及填补措施和相关主体承诺的公告 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。 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益 保护工作的意见》(国办发[2013]110 号)、《国务院关于进一步促进 资本市场健康发展的若干意见》(国发[2014]17 号)和中国证券监督管 理委员会(以下简称"中国证监会")《关于首发及再融资、重大资产 重组摊薄即期回报有关事项的指导意见》(证监会公告[2015]31 号)等 相关法律、法规及规范性文件的要求,为保障中小投资者利益,公司就 本次向不特定对象发行可转换公司债券(以下简称"可转债")对即期 回报摊薄的影响进行了分析并提出了具体的填补回报措施,相关主体对 公司填补回报拟采取的措施能够得到切实履行作出了承诺,具体如下: 一、本次向不特定对象发行可转债对公司主要财务指标影响的测算 (一)主要假设和前提条件 公司基于以下假设条件就本次发行摊薄即期回报对公司主要财务指 标的影响进行分析,提请投资者特别关注, ...
圣泉集团(605589) - 济南圣泉集团股份有限公司前次募集资金使用情况鉴证报告
2025-08-18 12:03
济南圣泉集团股份有限公司 前次募集资金使用情况 鉴证报告 | 索引 | 页码 | | --- | --- | | 鉴证报告 | 1-2 | | 前次募集资金使用情况报告 | 1-12 | 联系电话: +86 (010) 6554 2288 信永中和会计师事务所 | 北京市东城区朝阳门北大街 telephone: +86 (010) 6554 2288 8 号富华大厦 A 座 9 层 9/F. Block A. Fu Hua Mans No.8. Chaovangmen ShineWing Donachena District. Beijir 前次募集资金使用情况鉴证报告 XYZH/2025QDAA3B0243 济南圣泉集团股份有限公司 济南圣泉集团股份有限公司全体股东: 我们对后附的济南圣泉集团股份有限公司(以下简称"圣泉集团") 截至 2025年 6 月 30 日止的前次募集资金使用情况报告执行了鉴证工作。 圣泉集团管理层的责任是按照中国证券监督管理委员会颁布的《监管规则适用指引 -- 发行类第7号》编制前次募集资金使用情况报告。这种责任包括设计、实施和维护 与前次募集资金使用情况报告编制相关的内部控制,保 ...
8月18日晚间公告 | 景嘉微增资诚恒微进军边端侧AI芯片;中国船舶复牌
Xuan Gu Bao· 2025-08-18 12:02
一、复牌 1、中国船舶:已刊登异议股东收购请求权申报结果,股票复牌。 二、并购、定增 1、爱柯迪:拟发行股份及支付现金购买卓尔博71%股权。 2、引力传媒:拟定增募资不超过4.7亿元,用于全球社交营销云项目、内容创意云项目、补充流动资 金。 三、回购 1、山东玻纤:将股份回购价格上限由5.41元/股调整为10.22元/股。 2、二连板新天药业:正在筹划对参股公司汇伦医药追加股权投资。 3、特变电工:拟发行可转债募资不超过80亿元,用于准东20亿Nm3/年煤制天然气项目。 4、久吾高科:拟发行可转债募资不超过5.04亿元,用于班戈错盐湖年产2000吨氯化锂中试生产线BOT 项目、特种无机膜组件及装置生产线项目、补充流动资金。 5、蔚蓝锂芯:控股子公司淮安光电在马来西亚进行LED项目建设投资,项目总投资8388万美元,新建 LED CSP项目;项目全部建成达产后,预计将形成700KK芯片点测分选及CSP芯片封装月产能。 2、海正生材:拟将回购股份价格上限由12元/股(含)调整为17元/股(含),并同时对回购实施期限 延长6个月,延长至2026年2月27日止。 四、对外投资 1、景嘉微:拟2.2亿元增资诚恒微成为其 ...
圣泉集团:上半年净利润5.01亿元,同比增长51.19%
人民财讯8月18日电,圣泉集团(605589)8月18日晚间披露2025年半年报,公司上半年实现营业收入 53.51亿元,同比增长15.67%;归母净利润为5.01亿元,同比增长51.19%。基本每股收益0.6元。报告期 内,随着国内外AI服务器需求的极速增长,公司在先进电子材料产业的前瞻性战略布局获得收获,作 为芯片封装和服务器PCB的关键材料,PPO树脂需求随AI服务器出货量激增而爆发;随着全球新能源汽 车渗透率突破临界点,动力电池材料需求呈现几何级增长,公司多孔碳材料作为电池性能提升的关键材 料,成功切入主流电池厂商供应链。 ...
圣泉集团:发行不超过25亿元可转债
Xin Lang Cai Jing· 2025-08-18 11:56
圣泉集团公告,公司拟向不特定对象发行可转换公司债券,发行总额不超过25亿元。本次可转债将用于 绿色新能源电池材料产业化项目和补充流动资金,其中,绿色新能源电池材料项目计划使用募资20亿 元,补充流动资金为5亿元。 ...
圣泉集团:2025年上半年净利润5.01亿元,同比增长51.19%
Xin Lang Cai Jing· 2025-08-18 11:56
圣泉集团公告,2025年上半年营业收入53.51亿元,同比增长15.67%。净利润5.01亿元,同比增长 51.19%。 ...
液冷渗透趋势下关注散热材料,俄罗斯氦气及中坤化学香料现事故扰动
Investment Rating - The report maintains a positive outlook on the chemical industry, particularly focusing on heat dissipation materials and helium gas from Russia, as well as incidents affecting Zhongkun Chemical [3][4]. Core Insights - The macroeconomic judgment indicates that non-OPEC countries are expected to lead an increase in oil production, with a significant overall supply growth anticipated. Global GDP growth is projected at 2.8%, with stable oil demand despite some slowdown due to tariffs [3][4]. - The trend towards liquid cooling in AI servers is highlighted, with significant power requirements leading to increased demand for specialized cooling materials. The report suggests monitoring companies like Bayi Shikong, New Era, Dongyangguang, Yonghe Co., and Juhua Co. [3][4]. - Recent incidents affecting helium supply in Russia and a fire at Zhongkun Biotech are expected to positively impact the helium supply-demand balance, with recommendations to focus on companies like Guanggang Gas, Huate Gas, and Jinhong Gas [3][4]. Summary by Sections Industry Dynamics - Oil supply is expected to increase significantly, with non-OPEC countries leading the way. Global oil demand remains stable, but growth may slow due to tariff impacts. Coal prices are expected to stabilize at low levels, while natural gas export facilities in the U.S. may reduce import costs [4][5]. Chemical Sector Configuration - The report notes a decrease in oil prices and an increase in coal prices, with industrial product PPI showing a year-on-year decline of 3.6%. Manufacturing PMI recorded at 49.3%, indicating a slight contraction in manufacturing activity [3][5]. Investment Analysis - Traditional cyclical investments should focus on leading companies in their respective sectors, including Wanhu Chemical, Hualu Hengsheng, and Baofeng Energy. Growth sectors include semiconductor materials and OLED panel materials, with specific companies highlighted for their potential [3][4][17].
圣泉集团(605589):AI领航PPO树脂蓄势待发,硅碳负极放量多孔碳前景可期
Shanxi Securities· 2025-08-12 03:09
Investment Rating - The report maintains an "Accumulate-A" rating for the company [2][7]. Core Views - The company is a global leader in synthetic resins, with promising growth in electronic chemicals, biomass, and new energy sectors. Established in 1979, the company has expanded from biomass chemicals into the resin industry, covering five major fields: phenolic resins and composite materials, casting materials, electronic chemicals, biomass chemicals, and new energy, with a market presence in over 50 countries [2][18]. Summary by Sections 1. Company Overview - The company has a strong foundation in biomass chemicals and has successfully integrated its supply chain from corn husks to furan resins, becoming a major player in the phenolic resin market with a production capacity of 650,000 tons per year [18][21]. 2. Financial Performance - In 2024, the company achieved revenue of 10.02 billion yuan, a year-on-year increase of 9.87%, and a net profit of 868 million yuan, up 9.94% from the previous year. The revenue is projected to grow to 11.78 billion yuan in 2025, with a compound annual growth rate (CAGR) of 17.6% [2][8][31]. 3. Phenolic Resins and Casting Materials - Phenolic resins are a core performance pillar, with a production capacity of 650,000 tons per year. The market for phenolic resins is expected to recover as the macroeconomic environment improves, despite current pressures on demand [3][36]. The company’s furan resin production capacity exceeds 150,000 tons, making it the largest supplier globally [3][68]. 4. Electronic Chemicals - The demand for electronic-grade PPO is expected to grow significantly, driven by the explosion in AI server demand. The company has established itself as a leading supplier of PPO, with a projected demand of 6,121 tons by 2027 [4][78]. 5. New Energy Sector - The company is advancing in the silicon-carbon negative electrode market, with porous carbon expected to become a new growth driver. The demand for porous carbon is projected to reach 48,500 tons by 2030, with a market potential exceeding 7 billion yuan [4][23]. 6. Biomass Utilization - The company has developed a unique refining technology, "Shengquan Method," for high-value utilization of straw, with the Daqing biomass project expected to contribute significantly to revenue and profit once fully operational [5][7]. The project is anticipated to generate 1.7 billion yuan in revenue and over 700 million yuan in gross profit annually [5][7].
树脂基多孔碳,固体电池新风口
DT新材料· 2025-08-10 16:47
Core Viewpoint - The article discusses the advancements in resin-based porous carbon materials, highlighting their significance in the lithium-ion battery industry and various energy storage applications, driven by the global carbon neutrality goals [4][19]. Group 1: Resin-Based Porous Carbon Materials - Resin-based porous carbon is synthesized from resin precursors through carbonization and activation processes, featuring a rich pore structure and excellent electrochemical properties, making it suitable for applications in supercapacitors and battery electrodes [5][19]. - The main synthesis route involves phenolic resin, which is widely used due to its availability and mature processing technology, allowing for high control over pore structure and mechanical strength [6][19]. - Emerging green routes utilize biomass-derived resins, combining the structural stability of traditional resin-based materials with the cost advantages of biomass, showcasing significant potential for sustainable development [6][19]. Group 2: Preparation Process - The preparation of resin-based porous carbon involves several critical steps: precursor selection, molding, curing, carbonization, and activation, each influencing the final product's structure and performance [7][19]. - Carbonization occurs at high temperatures (600-1200°C) in an inert atmosphere, transforming organic polymers into inorganic carbon frameworks, with temperature and heating rate being crucial for the microstructure [10][11][19]. - Activation is essential for achieving high specific surface area and porosity, with physical and chemical activation methods available, each offering different advantages in terms of environmental impact and pore structure [15][16][19]. Group 3: Applications - In energy storage, resin-based porous carbon materials are utilized for efficient storage of electricity and hydrogen, with higher carbon purity (>99%) compared to biomass-based alternatives, making them suitable for high-end applications [19][20]. - In lithium-ion batteries, these materials serve as silicon-carbon anode coatings, mitigating silicon's volume expansion and enhancing cycle life to over 1000 cycles [21][19]. - The materials also find applications in environmental fields, effectively adsorbing pollutants and facilitating catalytic degradation, with specific capacities for heavy metal ions reaching 200-500 mg/g [24][19]. Group 4: Market Dynamics - The resin-based porous carbon market is competitive, with technology iteration and cost control being key factors for success. Chinese companies are making breakthroughs in large-scale production and biomass technology applications, gradually altering the global competitive landscape [27][19]. - The market potential is vast, especially with the increasing penetration of silicon-carbon anodes and the commercialization of sodium batteries, necessitating continuous innovation to address technological advancements and cost pressures [27][19].