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格隆汇公告精选︱紫金矿业:2025年度净利润预增约59%-62%;昊志机电:机器人、商业航天领域的业务合计占主营业务收入约1%
Ge Long Hui· 2025-12-31 13:24
Group 1 - Fenglong Co., Ltd. has no plans for restructuring or listing through the company in the next 36 months [1] - Wu Zhi Electromechanical's business in robotics and commercial aerospace accounts for approximately 1% of its main business revenue [1] Group 2 - Zhongse Co., Ltd.'s subsidiary plans to invest in a lead-zinc mining expansion project with a capacity of 1.65 million tons per year [1] - Tianyuan Co., Ltd.'s subsidiary intends to invest in a project to produce 100,000 tons of titanium dioxide via chlorination [1] Group 3 - Zhejiang Construction Investment's subsidiary signed a construction contract worth 1.8 billion yuan [1] - Jinpan Technology signed a contract worth approximately 696 million yuan for a data center project [1] - Shensi Electronics won a bid for the construction of low-altitude support facilities for the Jinan digital low-altitude flight management service platform [1] Group 4 - Yalake Co., Ltd. plans to acquire a 51% stake in Wukuang Salt Lake [1] - Shengxin Lithium Energy's subsidiary intends to acquire a 30% stake in Qicheng Mining [1] - Jiete Biological plans to acquire 70% of Jieke Membrane for 7.9199 million yuan [1] Group 5 - Baili Tianheng plans to repurchase shares worth 100 million to 200 million yuan [2] - Zhongju Gaoxin intends to repurchase shares worth 300 million to 600 million yuan [2] - Jiete Biological plans to repurchase shares worth 15 million to 30 million yuan [1][2] Group 6 - Zijin Mining expects a net profit increase of approximately 59% to 62% for the year 2025 [2] - Zongheng Co., Ltd. plans to raise no more than 548 million yuan through a private placement [2]
12月31日重要公告一览
Xi Niu Cai Jing· 2025-12-31 02:31
Group 1 - Shengxin Lithium Energy plans to acquire 30% equity of Qicheng Mining for 2.08 billion yuan, aiming to hold 100% of Qicheng Mining post-transaction [1] - Qicheng Mining holds a 70.97% stake in Huirong Mining, which has confirmed Li2O resources of 989,600 tons with an average grade of 1.62% [1] - The acquisition is part of Shengxin Lithium Energy's strategy to enhance its lithium resource portfolio [1] Group 2 - Zhongju High-tech intends to repurchase shares worth 300 million to 600 million yuan, with a maximum price of 26 yuan per share [2] - Baili Tianheng plans to repurchase shares valued between 100 million to 200 million yuan, with a maximum price of 546 yuan per share [3] Group 3 - China Aluminum's subsidiary plans to acquire 51% of Yun Aluminum Logistics for approximately 264 million yuan [5] - Yilake Co. will be included in the consolidated financial statements of China Aluminum post-acquisition [5] Group 4 - Salt Lake Co. intends to acquire 51% of Wuku Salt Lake for 4.605 billion yuan, aiming to become the controlling shareholder [6] - The acquisition is part of Salt Lake Co.'s strategy to accelerate the development of a world-class salt lake industry base [6] Group 5 - Cobalt Co. plans to invest 1.741 billion yuan in the expansion of a lead-zinc mining project with an annual capacity of 1.65 million tons [7] - The investment aims to enhance the mining capacity of the Cobalt Co.'s subsidiary [7] Group 6 - Tianyuan Co. is investing 1.483 billion yuan in a new chlorination titanium dioxide project with an annual capacity of 100,000 tons [9] - The project is part of Tianyuan Co.'s expansion strategy in the titanium dioxide market [9] Group 7 - Jiangbo Long plans to purchase the remaining 19% equity of its subsidiary Zilia Eletrônicos for approximately 46.08 million USD [26] - The acquisition aims to strengthen Jiangbo Long's position in the storage business and expand its international investment layout [26] Group 8 - China National Airlines intends to purchase 60 Airbus A320NEO series aircraft at a total catalog price of approximately 9.53 billion USD [33] - The aircraft are scheduled for delivery between 2028 and 2032 [33]
A股头条:2026年“国补”政策来了;汽车以旧换新补贴实施细则出炉;个人出售购买满2年的住房免征增值税
Jin Rong Jie· 2025-12-31 00:38
要闻速递 1、两部门:2026年个人购买手机、平板、智能手表手环、智能眼镜等4类产品 给予15%补贴 国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通知。支持家电以旧换新。个人消 费者购买冰箱、洗衣机、电视、空调、电脑、热水器等6类家电中1级能效或水效标准的产品,按产品销售价格的15%给予 补贴,每位消费者每类产品可补贴1件,每件补贴不超过1500元。支持数码和智能产品购新。个人消费者购买手机、平板、 智能手表手环、智能眼镜等4类产品(单件销售价格不超过6000元),按产品销售价格的15%给予补贴,每位消费者每类产 品可补贴1件,每件补贴不超过500元。支持智能家居产品(含适老化家居产品)购新补贴,具体补贴品类、补贴标准由地 方结合实际自主合理制定。支持汽车报废更新。个人消费者报废登记在本人名下的乘用车,并购买纳入《减免车辆购置税 的新能源汽车车型目录》的新能源乘用车或2.0升及以下排量燃油乘用车的,给予汽车报废更新补贴支持,购买新能源乘用 车补贴车价的12%(最高不超过2万元)、购买2.0升及以下排量燃油乘用车补贴车价的10%(最高不超过1.5万元)。支持 汽车置换更新。个 ...
科技焕新 超越增长
·篇首语 锚定中国的世界新坐标 ·世界竞合崭新起点 专访 刘世锦 刘元春 邢自强 罗伯特·恩格尔 迈克尔·斯宾塞 托马斯·萨金特 ·中国制造大出海 领军者说 TCL李东生:将中国制造产业优势扩展到全球 协鑫集团朱共山:跨海越洋有助破局"内卷" 专访 百利天恒朱义:原始创新执掌全球话语权 中金公司王曙光:中国投行竞逐全球定价权 ·消费觉醒 专访 尹艳林:多措并举提振消费,关键要稳定居民收入增长预期 阅文集团侯晓楠:网文出海迈向共创期 携程集团王韦:入境游红利,推动文旅市场三重"变革" 2025消费关键词 2026年电商期待打开新蓝海 ·新旧动能转换方略 章俊、田轩、郑永年 ·中国产业的升维之路 领军者说 优必选周剑:人形机器人要进工厂干实事 云天励飞陈宁:打造"中国版TPU" 先导智能王燕清:我们是在定义下一代技术 京东方姜幸群、隆基绿能徐希翔与国盾量子唐世彪的深度答卷 2025,商业航天驶入新纪元 责任编辑|骆一帆 张伟贤 包芳鸣 巫燕玲 张明艳 梁信 陆跃玲 周亦洋 谭咏 车市告别"顺风时代" 中国创新药授权交易从"爆发"迈向"长红" 新兴产业"未来已来",中国科技创新如何"惊艳"世界 ·21世纪年度好书 ...
A股股票回购一览:28家公司披露回购进展
Mei Ri Jing Ji Xin Wen· 2025-12-30 23:52
从首次披露回购预案来看,中炬高新、百利天恒、珀莱雅回购预案金额最高,分别拟回购不超6.0亿 元、2.0亿元、1.5亿元。 从股东大会通过回购预案来看,迈得医疗、雷赛智能、亨通光电回购金额最高,分别拟回购不超4000.0 万元、642.74万元、253.72万元。 每经AI快讯,Wind数据显示,12月31日,28家公司共发布30个股票回购相关进展。其中,9家公司首次 披露股票回购预案,5家公司回购方案获股东大会通过,5家公司披露股票回购实施进展,9家公司回购 方案已实施完毕。 从已完成回购来看,德迈仕、宇新股份、广和通已完成回购金额最高,分别回购5009.65万元、2428.2万 元、1247.68万元。 (文章来源:每日经济新闻) 从回购实施进展来看,钛能化学、华鲁恒升、佩蒂股份回购金额最高,分别回购3.0亿元、1.67亿元、 4898.73万元。 ...
四川百利天恒药业股份有限公司第五届董事会第五次会议决议公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688506 证券简称:百利天恒公告编号:2025-092 四川百利天恒药业股份有限公司 第五届董事会第五次会议决议公告 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。 二、董事会会议审议情况 本次会议按照《公司法》和《公司章程》的有关规定,对以下议案进行审议,经表决,会议决议如下: 1、审议通过《关于以集中竞价交易方式回购公司股份方案的议案》 基于对公司未来发展的信心和对公司价值的认可,为充分激发公司员工积极性,持续建立公司长效激励 机制,并增强投资者对公司的投资信心,紧密结合公司利益、股东利益与员工利益,综合考虑公司股价 情况、经营情况、财务状况等,公司拟通过集中竞价交易方式回购公司股份,回购股份将在未来合适时 机用于员工持股计划或股权激励。同时,公司董事会授权公司管理层全权办理本次回购股份相关事宜。 表决结果:同意9票;反对0票;弃权0票。 具体内容详见与本公告同日刊登于上海证券交易所网站(www.sse.com.cn)的《四川百利天恒药业股份 有限公司关于 ...
专访百利天恒创始人朱义:原始创新打造超级爆品,执掌全球话语权
关键机会在于聚焦从0到1的原始创新,在未被满足的临床需求领域建立核心技术壁垒,实现从跟跑到领 跑的跨越。 依托成本控制与研发效率等显著优势,中国创新药企(Biotech)已跻身全球ADC创新的核心阵营。数 据显示,我国ADC新药管线数量占全球总量的50%以上,且在部分细分领域已构建技术优势。2023年 底,百利天恒与百时美施贵宝(BMS)达成的ADC领域重磅战略合作,刷新了全球ADC类药物单品交 易总价的纪录,更将行业创新热度推向高峰。 进入2025年,ADC领域的BD(商务拓展)热潮持续延续。《2025年中国创新药出海正当时》统计,前8 个月,ADC药物以14项交易成为最热门的出海技术赛道之一,信诺维医药、石药集团、映恩生物、信 达生物等多笔ADC授权总金额超10亿美元。此外,企业不再局限于HER2、TROP2等成熟但拥挤的靶 点,而是向CDH6、CDH17、DLL3等"蓝海"靶点拓展,寻求更宽的治疗窗口和更优竞争格局。 朱义透露,双方合作初期面临的核心挑战,在于团队规模与分工模式的差异,为此百利天恒参照BMS 的组织架构,启动团队扩建与体系搭建工作,也为百利天恒向生物制药企业(Biopharma)持续进阶 ...
晚间公告|12月30日这些公告有看头
Di Yi Cai Jing· 2025-12-30 15:16
Group 1 - Dongjie Intelligent has decided to terminate the planning of a major asset restructuring involving the acquisition of control over Aobo Intelligent Technology, with no adverse impact on its business operations or financial status [2] - Aobo Intelligent's stock will resume trading on December 31, 2025, after a one-month commitment not to plan any major asset restructuring [2] - Aoyuan Ceiling announced a change in its actual controller to Shi Qiming, following a share transfer agreement involving significant shareholders [3] - The share transfer price is set at 29.41 yuan per share, with the new controller acquiring a total of 29.99% of the voting rights [3] Group 2 - Mingde Bio plans to acquire 100% of Wuhan Bikaier Rescue Supplies Co., Ltd. for cash, which is expected to constitute a major asset restructuring [4] - The acquisition will enhance Mingde Bio's emergency rescue business, extending its services from medical institutions to industrial and household scenarios [4] - China National Airlines intends to purchase 60 Airbus A320NEO aircraft for a total catalog price of approximately $9.53 billion, with deliveries scheduled between 2028 and 2032 [6] Group 3 - Guotou Zhonglu plans to issue shares to acquire 100% of China Electronic Engineering Design Institute for a transaction price of 6.026 billion yuan [7] - Jiangmei Packaging has experienced significant stock price fluctuations, with a potential application for suspension of trading if prices continue to rise abnormally [8] - Shichuang Energy's actual controller has undergone a divorce, resulting in a transfer of shares valued at approximately 446 million yuan [9] Group 4 - Shengxin Lithium Energy intends to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, aiming for full ownership post-transaction [10] - Yanshan Co. plans to acquire a 51% stake in Wukuang Yanshan for 4.605 billion yuan, with the transaction subject to shareholder approval [11] - Enjie Co. plans to use up to 3 billion yuan of idle funds to purchase bank wealth management products [12] Group 5 - Zijin Mining expects a net profit increase of 59%-62% for 2025, driven by higher production and sales prices of key mineral products [17] - Zhongju High-tech plans to repurchase shares worth between 300 million and 600 million yuan for capital reduction purposes [19] - Baili Tianheng intends to repurchase shares for 100 million to 200 million yuan, with a maximum price of 546 yuan per share [20] Group 6 - Shenxin Technology's major shareholder plans to reduce its stake by up to 3% due to funding needs [23] - Chaojie Co. has completed its previously disclosed share reduction plan, with a total reduction of 3.00% of the company's total shares [24] - Youbo Technology's major shareholder plans to reduce its stake by up to 2.96% for operational needs [25] Group 7 - Shensi Electronics has won a bid for a 200 million yuan project related to low-altitude flight management services [29] - Zhejiang Construction's subsidiary has signed an 1.8 billion yuan construction contract for a university campus project [30] - Jinpan Technology has signed a contract for an overseas data center project worth approximately 696 million yuan [31]
紫金矿业2025年净利同比预增59%-62%;天普股份明起停牌核查丨公告精选
今日焦点 紫金矿业:2025年净利润同比预增59%—62% 紫金矿业公告称,紫金矿业预计2025年度归属于上市公司股东的净利润约510亿元-520亿元,同比增加 约59%-62%。报告期内,主要矿产品产量同比增长,其中矿产金、矿产铜、矿产银产量及销售价格上 升,当量碳酸锂产量大幅增长,推动公司盈利显著提升。 天普股份:8月22日至12月30日累计上涨718.39% 股票明起停牌核查 天普股份公告称,鉴于近期公司股票价格短期波动较大,且公司股价累计涨幅较大,自8月22日至12月 30日累计上涨718.39%,期间已累积巨大交易风险,现已严重偏离上市公司基本面,为进一步维护投资 者利益,公司就近期股票交易情况进行停牌核查。经向上海证券交易所申请,公司股票将于2025年12月 31日(星期三)开市起停牌,自披露核查公告后复牌。公司无开展人工智能相关业务的计划,与股东中 昊芯英未签订任何框架性合作协议。中昊芯英自身现有资本证券化路径与上市公司无关,无资产注入计 划。 盐湖股份:拟46.05亿元现金收购五矿盐湖51%股权 明德生物公告称,公司与蓝帆医疗签署《股权收购意向协议》,拟以现金方式收购武汉必凯尔救助用品 有限公 ...
12月30日增减持汇总
Xin Lang Cai Jing· 2025-12-30 13:48
Group 1: Share Buybacks - Zhongju Gaoxin plans to repurchase shares worth between 300 million to 600 million yuan for cancellation and reduction of registered capital [3] - Baili Tianheng intends to buy back shares valued at 100 million to 200 million yuan, with a maximum price of 546 yuan per share [3] - Guangqi Technology aims to repurchase shares worth 50 million to 100 million yuan [3] - Proya plans to buy back shares valued at 80 million to 150 million yuan [3] Group 2: Share Reductions - Jiangbolong's senior management has completed the share reduction plan [3] - Hengda New Materials' shareholder Longyou Lianlong plans to reduce its stake by no more than 3% [3] - Guosen Securities' shareholder FAW Investment has reduced its holdings by 22 million shares, completing the reduction plan [3] - United Precision's controlling shareholder He Guijing has cumulatively reduced 319,000 shares from December 29 to 30 [3] - Gu Zhong Technology's senior management Zhou Xiaoqing plans to reduce no more than 0.01% of shares [3] - Huaxing Yuanchuang plans to reduce no more than 434,900 shares already repurchased [3] - Su Shi Testing's controlling shareholder Su Shi General Factory intends to reduce no more than 2% of shares [3] - Chaojie Co. has completed the reduction of 3,985,500 shares [3] - Hongxun Technology's shareholder Bangbangmang plans to reduce no more than 3% of shares [3] - Leiguang Co.'s Xinda Securities has reduced 14.3 million shares, bringing its holding below 5% [3] - Ruihua Tai's shareholder Guotou Gaoke plans to reduce no more than 1% of shares [3] - Meinong Biological's shareholder Quanyu plans to reduce no more than 1% of shares [3] - Youbuxun's controlling shareholder and its concerted parties plan to reduce a total of no more than 2.96% of shares [3] - Wuzhou Xinchun's third-largest shareholder Wuzhou Holdings reduced 10 million shares from November 3 to December 29 [3]