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中复神鹰(688295) - 详式权益变动报告书(海南鹰游)
2025-05-21 12:05
中复神鹰碳纤维股份有限公司 通讯地址:海南省三亚市天涯区天涯解放三路70号衍宏现代城5楼513-B06 信息披露义务人的一致行动人:连云港鹰游纺机集团有限公司 通讯地址:连云港市海州开发区瀛州路西振兴南路 股份变动性质:增加,一致行动人内部协议转让,合计持股不变。 签署日期:2025年5月21日 1 上市公司:中复神鹰碳纤维股份有限公司 上市地点:上海证券交易所 股票简称:中复神鹰 股票代码:688295 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第15号——权益 变动报告书》《公开发行证券的公司信息披露内容与格式准则第16号——上市公 司收购报告书》及其他相关法律、法规和规范性文件编写。 详式权益变动报告书 信息披露义务人:海南鹰游科技有限公司 二、截至本报告书签署日,信息披露义务人及其一致行动人签署本报告书已获 得必要的授权和批准,其履行亦不违反其章程或内部规则中的任何条款,或与之 相冲突。 三、依据《证券法》《上市公司收购管理办法》的规定,本报告书已全面披露 了信息披露义务人及其一致行动人在中复神鹰碳纤 ...
中复神鹰(688295) - 简式权益变动报告书(鹰游集团)
2025-05-21 12:05
中复神鹰碳纤维股份有限公司 简式权益变动报告书 上市公司名称:中复神鹰碳纤维股份有限公司 股票上市地点:上海证券交易所 股票简称:中复神鹰 股票代码:688295 信息披露义务人:连云港鹰游纺机集团有限公司 通讯地址:连云港市海州开发区瀛州路西振兴南路 信息披露义务人的一致行动人:海南鹰游科技有限公司 通讯地址:海南省三亚市天涯区天涯解放三路70号衍宏现代城5楼513-B06 权益变动性质:减少,一致行动人内部协议转让,合计持股不变。 签署日期:2025年5月21日 1 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第15号-----权益变动报告书》及 其他相关的法律、法规和规范性文件编写。 二、截至本报告书签署日,信息披露义务人及其一致行动人签署本报告书已获 得必要的授权和批准,其履行亦不违反其章程或内部规则中的任何条款,或与之相 冲突。 三、依据《证券法》《上市公司收购管理办法》的规定,本报告书已全面披露 了信息披露义务人及其一致行动人在中复神鹰碳纤维股份有限公司中拥有权益的 股份变动情况。 截至本报告书签署日,除本报告书 ...
中复神鹰:鹰游集团拟向海南鹰游转让22.22%公司股份
news flash· 2025-05-21 11:45
中复神鹰公告,鹰游集团与其全资子公司海南鹰游签署了股份转让协议,鹰游集团拟通过协议转让方式 向海南鹰游转让其所持公司2亿股股份,占公司总股本的22.22%,转让价格21.02元/股。 ...
非金属新材料行业研究周报:湿法3K碳纤维再涨价,下周关注华为新品电脑发布
Tianfeng Securities· 2025-05-19 03:00
Investment Rating - Industry Rating: Outperform the market (maintained rating) [4] Core Viewpoints - The carbon fiber market is currently at a stage of price stabilization, with potential for further price wars due to rapid capacity release by some companies. However, the original fiber segment remains limited, suggesting that price reductions in this area are unlikely. Companies such as Jilin Carbon Valley are recommended for attention [3] - In the electronic materials sector, the demand for foldable smartphones remains strong despite a downturn in consumer electronics. The continuous decline in industry price bands is expected to further stimulate downstream demand, creating a positive feedback loop. The report maintains a positive outlook for the penetration of foldable smartphones over the next 3-5 years, with key recommendations including Shiming Technology and Kaisheng Technology [3] - In the renewable materials sector, the photovoltaic demand continues to grow rapidly, but the expansion across the industry chain is also significant, indicating a need for market clearing. The wind power sector is seeing increased capacity, particularly in offshore wind, with a recommendation for Times New Material [4] Summary by Sections Market Review - The new materials index increased by 0.6%, underperforming the CSI 300 index by 0.5 percentage points. Notable performances include a 2.9% increase in the carbon fiber index and a 3.1% increase in the paint and ink index [11] Key Focus Areas - The price of wet 3K carbon fiber has increased by approximately 4%, driven by demand from the low-altitude economy and significant export growth. The price before the adjustment ranged from 150,000 to 400,000 yuan per ton [8] Long-term Perspectives - Carbon Fiber: The T300 large tow is at a price bottom, with potential for price wars in the carbon fiber segment. Jilin Carbon Valley is highlighted as a key player [3] - Electronic Materials: The report emphasizes the growth potential of foldable smartphones and recommends Shiming Technology and Kaisheng Technology [3] - Renewable Materials: The photovoltaic sector is expected to maintain strong demand, while the wind power sector is experiencing significant growth, with Times New Material recommended [4]
湿法3K碳纤维再涨价,下周关注华为新品电脑发布
Tianfeng Securities· 2025-05-18 14:12
Investment Rating - Industry Rating: Outperform the market (maintained rating) [4] Core Views - Carbon Fiber: The T300 large tow is currently at a stage of bottoming out, but there is a possibility of continued price competition due to rapid capacity release by some companies. However, the number of companies in the precursor segment is limited, making significant price drops unlikely. It is recommended to focus on Jilin Carbon Valley and other companies in this sector [3]. - Electronic Materials: The demand for foldable smartphones remains high despite a downturn in consumer electronics. The continuous decline in industry price bands is expected to further stimulate downstream demand, creating a positive cycle. The report remains optimistic about the penetration of foldable smartphones over the next 3-5 years and highlights the potential for domestic substitution in upstream materials like photoresists and high-frequency high-speed CCL. Key recommendations include Shiming Technology and Kaisheng Technology [3]. - New Energy Materials: In the photovoltaic sector, downstream demand continues to grow rapidly, but the expansion of various segments in the supply chain suggests a need for market clearing. In wind energy, offshore wind power is overcoming obstacles and expanding, with a high concentration in the wind turbine blade segment. The report recommends focusing on Times New Materials [4]. Summary by Sections Market Review - The new materials index increased by 0.6%, underperforming the CSI 300 index by 0.5 percentage points. Notable performances include the carbon fiber index up by 2.9% and the coating ink index up by 3.1% [11]. - Among the new materials sector, 49% of stocks achieved positive returns, with standout performers including Yuzhong Sanxia A (+50.6%) and Jilin Chemical Fiber (+24.5%) [11]. Key Focus Areas - Price Increase: On May 13, Jilin Chemical Fiber announced a price increase of 10,000 yuan per ton for its wet 3K carbon fiber products, driven by demand from the low-altitude economy and drones [8]. - Upcoming Events: Huawei's new Harmony OS computer is set to be released on May 19, 2025 [8]. Key Tracking Targets - The report tracks key companies in the carbon fiber and electronic materials sectors, providing insights into their market performance and future prospects [10].
碳纤维部分提价,关注行业需求边际提升
HUAXI Securities· 2025-05-18 09:10
Investment Rating - The industry rating is "Recommended" [4] Core Views - The report highlights the potential for increased demand in the construction materials sector, driven by various factors including government projects and rising prices in carbon fiber [1][6] - The report emphasizes the importance of companies with strong operational resilience and high dividends, particularly in the consumer building materials segment [6] - The report suggests that domestic investment expectations are strengthening, with a focus on infrastructure and construction companies benefiting from increased demand [6][9] Summary by Sections Construction Materials - Beneficiaries include companies like Guangdong Hongda, Xuefeng Technology, and Guotai Group due to high demand in civil explosives and major projects like the Yarlung project entering the construction phase [1] - Carbon fiber price increases are noted, with companies such as Zhongfu Shenying and Jilin Chemical Fiber expected to benefit from emerging demand [1] - Companies with strong operational resilience and high dividends, such as Dongfang Yuhong and Weixing New Materials, are recommended for their potential to benefit from domestic consumption stimulus [1][6] Cement Market - The national average cement price is reported at 378.67 RMB/ton, with a decline of 1.1% week-on-week, particularly in regions like North China and East China [3][27] - Cement demand has shown slight recovery but remains 6-7% lower year-on-year, with supply pressures continuing to affect pricing [3][27] - Recommendations include leading cement companies like Conch Cement and Huaxin Cement, which are expected to benefit from domestic demand and industry self-discipline measures [6] Real Estate Market - The report indicates a short-term low overall market sentiment in the new and second-hand housing markets, with new housing transaction area down 12% year-on-year [2][22] - The report tracks transaction data across major cities, highlighting a mixed performance in the real estate sector [2][22] Emerging Opportunities - The report identifies opportunities in the domestic ship coating market, with companies like Maijia Xincai and Songji Co. expected to benefit from rising demand and domestic substitution trends [6][9] - The "Belt and Road" initiative is seen as a catalyst for international engineering projects, with companies like China State Construction and China Metallurgical Group recommended for potential benefits [6][9]
中复神鹰: 中复神鹰碳纤维股份有限公司2024年年度股东大会决议公告
Zheng Quan Zhi Xing· 2025-05-16 12:51
| 证券代码:688295 证券简称:中复神鹰 公告编号:2025-025 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 中复神鹰碳纤维股份有限公司 | | | | | | | | 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: | | | | | | | | ? 本次会议是否有被否决议案:无 | | | | | | | | 一、 会议召开和出席情况 | | | | | | | | 股东大会召开的时间:2025 5 16 (一) 年 月 | 日 | | | | | | | (二) 股东大会召开的地点:江苏省连云港市经济技术开发区大浦工业区公司 | | | | | | | | 会议室 | | | | | | | | (三) 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 | | | | | | | | 其持有表决权数量的情况: | | | | | | | | ...
中复神鹰(688295) - 中复神鹰碳纤维股份有限公司2024年年度股东大会决议公告
2025-05-16 11:45
证券代码:688295 证券简称:中复神鹰 公告编号:2025-025 中复神鹰碳纤维股份有限公司 2024年年度股东大会决议公告 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: 本次会议是否有被否决议案:无 一、 会议召开和出席情况 (一) 股东大会召开的时间:2025 年 5 月 16 日 (二) 股东大会召开的地点:江苏省连云港市经济技术开发区大浦工业区公司 会议室 (三) 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况: | 1、出席会议的股东和代理人人数 | 111 | | --- | --- | | 普通股股东人数 | 111 | | 2、出席会议的股东所持有的表决权数量(股) | 804,030,394 | | 普通股股东所持有表决权数量(股) | 804,030,394 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 89.3367 | | 例(%) | | | 普通股股东所持有表决权数量占公司表决权数量的比例(%) | 89.336 ...
中复神鹰(688295) - 北京市嘉源律师事务所关于中复神鹰碳纤维股份有限公司2024年年度股东大会的法律意见书
2025-05-16 11:45
北京市嘉源律师事务所 关于中复神鹰碳纤维股份有限公司 2024 年年度股东大会的 法律意见书 西城区复兴门内大街 158 号透 中国·北京 ิ้ IA YUAN LAW OFFICES 北京 BEIJING · 上海 SHANGHAI·深圳 SHENZHEN·香港 HONG KONG·广州 GUANGZHOU·西安 XI' AN 致:中复神鹰碳纤维股份有限公司 本所及经办律师依据《中华人民共和国证券法》《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则》等规定及本法律意见书 出具日以前已经发生或者存在的事实,严格履行了法定职责,遵循了勤勉尽责和 中复神鹰 2024 年年度股东大会 嘉源·法律意见书 诚实信用原则,进行了充分的核查验证,保证本法律意见所认定的事实真实、准 确、完整,所发表的结论性意见合法、准确,不存在虚假记载、误导性陈述或者 重大遗漏,并承担相应法律责任。 北京市嘉源律师事务所 关于中复神鹰碳纤维股份有限公司 2024年年度股东大会的法律意见书 嘉源(2025)-04-321 北京市嘉源律师事务所(以下简称"本所")接受中复神鹰碳纤维股份有限公 司(以下简称"公司")的委 ...
昨日“吸金”超1400万元,高端装备ETF(159638)盘中溢价,中复神鹰逆市涨超4%
Group 1 - The A-share market experienced a collective decline on May 15, with major technology sectors undergoing a pullback. The high-end equipment ETF (159638) fell by 1.1% but still saw a net inflow of over 14 million yuan despite the drop [1] - The high-end equipment ETF closely tracks the CSI High-end Equipment Sub-index, which includes leading military companies such as AVIC Optoelectronics and AVIC Shenfei. The ETF also offers off-market connection funds [1] - Notably, among the ETF's constituent stocks, Zhongfu Shenying rose over 4%, while Hangjin Technology and Guangwei Composites increased by over 2% [1] Group 2 - According to Zhonghang Securities, the military industry is expected to benefit from improved asset quality, new growth trajectories, larger business scales, and higher market ceilings, leading to a revaluation of the industry [2] - The military sector is anticipated to see a recovery in fundamentals and sentiment as annual and quarterly reports are disclosed, with a better performance expected in the second half of the year compared to the first half [2] - The ongoing geopolitical conflicts are likely to increase attention on China's military trade, with the industry poised for rapid growth, particularly benefiting companies related to consumable weapons [2]