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利好!控股股东出手,多家上市公司获增持
证券时报· 2025-04-23 01:55
Core Viewpoint - Multiple listed companies' controlling shareholders have initiated a "relay race" of share buybacks, reflecting confidence in the companies' development prospects and investment value [1] Group 1: Share Buyback Announcements - On April 22, companies such as Xue Tian Salt Industry, Pioneering Technology, and Taiping Bird announced share buyback plans. Hunan Salt Industry Group, the controlling shareholder of Xue Tian Salt Industry, has just completed a previous buyback and is now planning a new one [2] - Hunan Salt Industry Group plans to invest between 150 million to 300 million yuan in the new buyback of Xue Tian Salt Industry shares, following a previous buyback of 100 million yuan [2] - As of now, Hunan Salt Industry Group and its concerted parties hold 35.88% of Xue Tian Salt Industry shares directly, with an additional 25.29% through trust accounts, totaling 61.17% of voting shares [2] - Zhongxing New Communications, the controlling shareholder of Pioneering Technology, has quickly initiated a buyback, investing 26.76 million yuan to acquire 750,000 shares, representing 0.31% of the total shares [2][3] - Pioneering Technology plans to continue its buyback, aiming for a total investment of no less than 50 million yuan and no more than 100 million yuan [3] - Taiping Bird Group plans to invest between 150 million to 300 million yuan in a buyback, with funding sourced from its own capital and a special loan from Bank of China [3] Group 2: Company Performance and Future Plans - Xue Tian Salt Industry reported a revenue of 5.392 billion yuan in 2024, a decrease of 13.9% year-on-year, with a net profit of 304 million yuan, down 57.13% [4] - The company aims to enhance its salt and chemical, food, and new energy sectors, positioning itself as a leading modern salt chemical enterprise in Hunan Province by 2025 [4] - Pioneering Technology's revenue for 2024 was 2.005 billion yuan, a decline of 39.24%, with a net profit of 41.11 million yuan, down 92.03% [4] - The company plans to strengthen its presence in the European market and accelerate localization in emerging markets in Asia, Africa, and Latin America by 2025 [4] - Taiping Bird reported a revenue of 1.668 billion yuan in Q1 2024, a decrease of 7.63%, with a net profit of 124 million yuan, down 21.97% [4] - A positive indicator for Taiping Bird is that its core apparel operation segment achieved a gross margin of 60.84% in Q1, an increase of 5.38 percentage points year-on-year [4]
派能科技20250422
2025-04-23 01:48
派能科技 2025042220250416 摘要 • 派能科技 2024 年总出货量为 1.5GWh,户用储能占比超 70%,储能电站 约 10%,欧洲市场占据 60%-70%份额,北美约 10%,东南亚和澳大利 亚合计约 10%,国内市场相对较小。2025 年一季度国内销售显著增长, 占比超 20%,海外布局与去年持平,欧洲仍占 60%左右,北美接近 10%。 • 派能科技通过电芯技术切入轻型动力市场,目标三年内成为行业前三,五 年内做到行业第一。产品主要应用于两轮车、三轮车、高端电摩及换电两 轮车。预计今年国内轻型动力产品发货量将占公司总发货量的一半,销售 收入将达到 30%左右,平均价格约为每瓦时 0.4 元。 • 合肥二期增产线将于今年五月全面启用,六月开始投产,主要服务于小动 力和拉电市场,显著提升产能。合肥生产线改造后预计达到 4-5G 水平, 服务于新型动力和大储产品,仪征基地负责家用储能产品生产。预计 5 月 份公司整体排产将达到 500 兆瓦左右。 • 新型动力业务中换电部分毛利率较高,正常出货产品毛利率预计在 15%左 右。两轮车、三轮车市场回款情况优于国内表前和表后市场,整体毛利率 预计 ...
盘前有料丨多地正酝酿出台新一轮提振消费政策;比亚迪拟10送8转12派39.74元……重要消息还有这些
证券时报· 2025-04-22 23:55
重要的消息有哪些 1.4月21日,上交所在北京举办了针对央企集团的市值管理专场培训。此次培训重点围绕加强市值管理制度工具的理解和运用展开,旨在为央企集团统筹规划市值 管理路径,指导集团控股上市公司灵活运用市值管理工具,提升集团整体市值管理水平。证监会上市司、国资委产权局有关工作人员进行授课,深入解读市值管理 相关制度。中介机构、上市公司等市场主体现场进行经验分享,从实操层面讲解股权激励、投资者关系管理等市值管理工具的具体运用和经验体会。中国航空工业 集团、中船集团、三大石油石化集团、国投集团等近50家央企集团的百余名集团资本运作负责人参加培训。 2.国家外汇管理局4月22日公布的2025年3月银行结售汇和银行代客涉外收付款数据显示,一季度外汇市场交易理性有序,跨境资金呈现净流入;企业、个人等非 银行部门跨境资金净流入517亿美元,处于同期较高水平。4月以来,跨境资金延续净流入。 3.记者获悉,多地正酝酿出台新一轮 提振消费 政策。其中,4月22日,广东省省长王伟中主持召开省政府常务会议,审议《广东省提振消费专项行动实施方 案》,强调要加力扩围实施好消费品以旧换新政策,推动汽车、家电、家装、手机、可穿戴设备等产 ...
洛阳钼业拟30亿元收购海外金矿资产;天赐材料一季度净利润同比增长30.8% | 新能源早参
Mei Ri Jing Ji Xin Wen· 2025-04-22 23:46
Group 1 - Luoyang Molybdenum plans to acquire all issued and unissued common shares of Canadian company Lumina Gold for approximately 5.81 billion CAD (about 3.04 billion RMB), indicating a long-term optimistic outlook on the gold market as a safe-haven asset [1] - The acquisition is expected to diversify Luoyang Molybdenum's asset portfolio and enhance its competitiveness in the global mining market [1] Group 2 - The controlling shareholder of Pylon Technologies, ZTE New, increased its stake by 2.68 million RMB, acquiring 750,000 shares, which represents 0.31% of the company's total equity [2] - ZTE New plans to continue increasing its stake within the next 12 months, with a total investment of no less than 50 million RMB and no more than 100 million RMB [2] Group 3 - Tinci Materials reported a significant increase in Q1 2025, with operating revenue of 3.489 billion RMB, a year-on-year growth of 41.64%, and a net profit attributable to shareholders of 149 million RMB, up 30.80% year-on-year [3] - The revenue growth is primarily attributed to the increased sales of lithium-ion battery materials, benefiting from the rising demand in the new energy vehicle and energy storage markets [3]
派能科技(688063) - 关于控股股东增持公司股份及后续增持计划的公告
2025-04-22 10:07
证券代码:688063 证券简称:派能科技 公告编号:2025-027 上海派能能源科技股份有限公司 关于控股股东增持公司股份及后续增持计划的公告 本公司董事会及全体董事保证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: 2025年4月22日,上海派能能源科技股份有限公司(以下简称"公司")控 股股东中兴新通讯有限公司(以下简称"中兴新")以自有资金人民币2,675.97 万元,通过上海证券交易所交易系统以集中竞价交易方式增持公司股份750,000股, 占公司总股本的0.31%。 公司控股股东中兴新拟自2025年4月22日起12个月内,通过上海证券交易所 交易系统以集中竞价、大宗交易等方式继续增持公司股份,增持总金额(含2025 年4月22日已增持金额)不低于人民币5,000万元(含)且不高于人民币10,000万 元(含)。 本次增持计划可能存在因证券市场情况发生变化或政策因素等,导致增持 计划延迟实施或无法完全实施的风险。 公司于 2025 年 4 月 22 日收到控股股东中兴新通知,基于对公司未来发展的 信心和长期投资价值的认可, ...
派能科技:控股股东中兴新通讯有限公司增持75万股 拟继续增持公司股份
news flash· 2025-04-22 09:47
派能科技公告,公司控股股东中兴新通讯有限公司于2025年4月22日通过上海证券交易所交易系统以集 中竞价交易方式增持公司股份75万股,占公司总股本的0.31%,增持金额为2675.97万元。中兴新通讯有 限公司计划自2025年4月22日起12个月内,继续增持公司股份,增持总金额不低于5000万元且不高于1亿 元。增持前,中兴新通讯有限公司持有公司股份6050.61万股,占总股本的24.66%;增持后,持股数量 增至6125.61万股,占总股本的24.97%。 ...
中标 | 派能科技、通盛能源、海博思创入围江苏华电仪征风光集中配储项目40MW/80MWh储能系统采购
鑫椤储能· 2025-04-22 01:26
-广告- 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤储能 资讯~ 4月21日,江苏华电仪征120MW/240MWh风光集中配建储能电站项目40MW/80MWh储能系统中标候选 人公示。 1、中标候选人基本情况 第一中标候选人为上海派能能源科技股份有限公司,投标报价4487.3万元,折合单价0.56元/Wh;第二中 标候选人为安徽通盛能源科技股份有限公司,投标报价4181.3万元,折合单价0.522元/Wh;第三中标候 选人为北京海博思创工程技术有限公司,投标报价4640万元,折合单价0.58元/Wh。 | 江苏华电仪征120MW/240MWh风光集中配建储能 | | | | | | --- | --- | --- | --- | --- | | 电站项目40MW/80MWh储能系统 | | | | | | 制表:储能头条(微信号: chuneng365) | | | | | | 储能规模 | 序号 | 中标候选人 | 中标价格 | 中标单价 | | (元/Wh) | | | (万元) | | | 40MW/80MWh | 1 | 上海派能能源科技股份 | 4487.3 | ...
派能科技(688063) - 关于2025年第一季度计提资产减值准备的公告
2025-04-21 10:16
证券代码:688063 证券简称:派能科技 公告编号:2025-025 上海派能能源科技股份有限公司 关于 2025 年第一季度计提资产减值准备的公告 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、准确性和完整性依法承担法律责任。 一、本次计提减值准备的情况概述 根据《企业会计准则》和上海派能能源科技股份有限公司(以下简称"公司") 会计政策的相关规定,为客观、公允地反映公司截至2025年3月31日的财务状况 和2025年第一季度的经营情况,公司及子公司对截至2025年3月31日合并范围内 可能存在减值损失的各项资产进行了评估和分析,根据谨慎性原则,公司对相关 资产进行了减值测试并计提了相应的减值准备。经测算,公司计提各类信用及资 产减值损失合计人民币24,016,628.39元,具体如下: 二、计提减值准备事项的具体说明 (二)资产减值损失 公司在资产负债表日有迹象表明发生减值的,估计其可收回金额,进行减值 1/2 单位:人民币元 项目 2025 年第一季度计提金额 备注 信用减值损失 11,896,635.02 应收票据坏账损失、应收 账款坏账损失、 ...
派能科技(688063) - 第三届监事会第十八次会议决议公告
2025-04-21 10:15
证券代码:688063 证券简称:派能科技 公告编号:2025-026 上海派能能源科技股份有限公司 第三届监事会第十八次会议决议公告 本公司监事会及全体监事保证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。 一、监事会会议召开情况 上海派能能源科技股份有限公司(以下简称"公司")第三届监事会第十八 次会议于 2025 年 4 月 21 日以现场结合通讯方式召开,本次会议通知及相关材料 已于 2025 年 4 月 18 日以电子邮件方式发出。本次会议由公司监事会主席郝博先 生主持,会议应出席监事 3 人,实际出席监事 3 人。本次会议的召集、召开和表 决程序符合《中华人民共和国公司法》(以下简称《公司法》)《中华人民共和 国证券法》(以下简称《证券法》)《上海证券交易所科创板股票上市规则》 (以下简称《科创板上市规则》)等相关法律、行政法规、规范性文件及《上海 派能能源科技股份有限公司章程》(以下简称《公司章程》)的有关规定。 二、监事会会议审议情况 与会监事审议表决通过以下事项: (一)审议通过了《关于公司<2025年第一季度报告>的议案》 监事会 ...
派能科技(688063) - 2025 Q1 - 季度财报
2025-04-21 10:05
Financial Performance - The company's operating revenue for Q1 2025 was CNY 392,199,503.99, representing a year-on-year increase of 1.72% compared to CNY 385,579,683.51 in the same period last year[4]. - The net profit attributable to shareholders was a loss of CNY 38,173,223.19, a significant decline of 1,054.23% from a profit of CNY 4,000,435.14 in the previous year[4]. - The basic and diluted earnings per share were both CNY -0.16, reflecting a decrease of 900% compared to CNY 0.02 in the same period last year[5]. - The company experienced a significant decline in gross profit, which was the primary reason for the drop in net profit attributable to shareholders[9]. - In Q1 2025, the company achieved revenue of CNY 392.20 million, a year-on-year increase of 1.72%, while the net profit attributable to shareholders was CNY -38.17 million, a decline of 1,054.23%[13]. - Total operating costs rose to CNY 441,781,679.44, up 19% from CNY 371,143,774.00 in the same period last year[19]. - Net profit for Q1 2025 was a loss of CNY 39,950,213.68, compared to a profit of CNY 3,951,860.14 in Q1 2024[20]. - The comprehensive income total for Q1 2025 was a loss of CNY 36,535,678.95, compared to a gain of CNY 3,254,154.48 in Q1 2024[20]. Cash Flow and Investments - The net cash flow from operating activities decreased by 29.99% to CNY 147,209,034.68 from CNY 210,254,481.05 in the previous year[5]. - In Q1 2025, the company reported cash inflows from operating activities of approximately CNY 658.29 million, an increase from CNY 630.66 million in Q1 2024, representing a growth of about 4.3%[21]. - The net cash flow from operating activities for Q1 2025 was CNY 147.21 million, down from CNY 210.25 million in Q1 2024, indicating a decrease of approximately 30%[21]. - Cash inflows from investment activities totaled CNY 6.45 billion in Q1 2025, significantly higher than CNY 4.77 billion in Q1 2024, marking an increase of about 35.3%[22]. - The net cash flow from investment activities was negative at CNY -178.14 million in Q1 2025, compared to a positive CNY 669.86 million in Q1 2024[22]. - Cash outflows from financing activities in Q1 2025 amounted to CNY 6.27 million, a decrease from CNY 43.37 million in Q1 2024, reflecting a reduction of approximately 85.5%[22]. - The company's cash and cash equivalents at the end of Q1 2025 were CNY 2.55 billion, down from CNY 2.69 billion at the end of Q1 2024, representing a decrease of about 5.2%[22]. - The total cash outflows from operating activities in Q1 2025 were CNY 511.08 million, compared to CNY 420.40 million in Q1 2024, reflecting an increase of about 21.6%[21]. - The company received CNY 86.38 million in tax refunds during Q1 2025, significantly higher than CNY 32.01 million in Q1 2024, indicating an increase of approximately 169%[21]. Assets and Liabilities - Total assets at the end of the reporting period were CNY 11,530,084,657.2, down 1.14% from CNY 11,662,789,188.41 at the end of the previous year[5]. - The company's total liabilities decreased to CNY 2,367,938,409.72 from CNY 2,464,107,261.95 year-over-year[18]. - The total equity attributable to shareholders decreased to CNY 9,139,921,702.56 from CNY 9,174,905,768.15[18]. - Total assets as of March 31, 2025, were CNY 11.53 billion, a slight decrease from CNY 11.66 billion at the end of 2024[16]. - The company’s inventory increased to CNY 735.24 million from CNY 719.95 million, indicating a focus on maintaining stock levels[16]. - Accounts receivable decreased to CNY 781.76 million from CNY 938.15 million, reflecting improved collection efforts[15]. Research and Development - R&D expenses totaled CNY 82,696,297.60, accounting for 21.09% of operating revenue, a decrease of 2.73 percentage points from 23.82% in the previous year[5]. - Research and development expenses for Q1 2025 were CNY 82,696,297.60, down from CNY 91,837,154.21 in Q1 2024[19]. - The sodium-ion battery business has begun small-scale shipments, validating the market feasibility of the lead-acid replacement technology[14]. Market Outlook and Strategy - The company anticipates a recovery in household storage market demand and the realization of commercial energy storage projects, aiming for a dual recovery in volume and profit[14]. - The company continues to focus on market expansion and new product development as part of its strategic initiatives[19]. - The company faces potential operational pressures and performance decline risks due to macroeconomic conditions and market competition[14]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 22,464[11]. - The largest shareholder, Zhongxing New Communications Co., Ltd., held 24.66% of the shares, totaling 60,506,148 shares[11]. - The company holds 5,998,520 shares in a repurchase account, accounting for 2.44% of the total share capital of 245,359,249 shares[12].