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皖仪科技(688600) - 关于募集资金专户注销的公告
2025-12-18 08:45
关于募集资金专户注销的公告 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。 安徽皖仪科技股份有限公司(以下简称"公司")首次公开发行股票募集资 金按照相关法律、法规和规范性文件的规定在银行开立了募集资金专项账户(以 下简称"专户")。鉴于公司首次公开发行股票募集资金投资项目已经结项并将 节余募集资金永久补充流动资金,近日,公司募集资金专户已全部完成注销,现 将具体情况公告如下: 一、募集资金基本情况 证券代码:688600 证券简称:皖仪科技 公告编号:2025-066 安徽皖仪科技股份有限公司 2025 年 12 月 19 日 根据有关法律法规及《上市公司募集资金监管规则》的规定,遵循规范、安 全、高效、透明的原则,公司制定了《募集资金管理办法》,对募集资金的存储、 审批、使用、管理与监督做出了明确的规定,在制度上保证募集资金的规范使用。 公司与保荐机构、存放募集资金的开户银行签订了募集资金监管协议,具体情况 详见 2020 年 7 月 2 日披露于上海证券交易所网站(www.sse.com.cn)首次公开发行 股票科创 ...
皖仪科技(688600) - 关于职工董事、副总经理离任暨核心核心技术人员调整的公告
2025-12-18 08:45
证券代码:688600 证券简称:皖仪科技 公告编号:2025-067 安徽皖仪科技股份有限公司 关于职工董事、副总经理离任暨核心技术人员调整的公告 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。 重要内容提示: 职工董事、副总经理离任:安徽皖仪科技股份有限公司(以下简称"公 司"或"皖仪科技")董事会于近日收到公司职工董事、副总经理夏明先生提交 的书面辞职报告。因个人原因,夏明先生申请辞去公司第六届董事会职工董事职 务、公司副总经理职务,夏明先生的辞职不会导致公司董事会成员低于法定最低 人数,不会影响公司董事会的正常运作,其辞职报告自送达公司董事会之日起生 效。 核心技术人员调整:夏明先生辞去职工董事、副总经理职务后,申请辞 去核心技术人员,公司不再认定其为核心技术人员。公司综合考虑其研发工作成 果等情况,将聘任其为医疗产品技术顾问。 截至本公告披露日,夏明先生持有公司股份245,515股,占公司总股本的0.18%。 夏明先生承诺:离任后将继续遵守《中华人民共和国公司法》《上海证券交易所科 创板股票上市规则》《上海证券交 ...
皖仪科技:副总经理夏明辞职
Ge Long Hui· 2025-12-18 08:42
格隆汇12月18日丨皖仪科技(688600.SH)公布,公司董事会于近日收到公司职工董事、副总经理夏明先 生提交的书面辞职报告。因个人原因,夏明先生申请辞去公司第六届董事会职工董事职务、公司副总经 理职务,夏明先生的辞职不会导致公司董事会成员低于法定最低人数,不会影响公司董事会的正常运 作,其辞职报告自送达公司董事会之日起生效。 夏明先生辞去职工董事、副总经理职务后,申请辞去核心技术人员,公司不再认定其为核心技术人员。 公司综合考虑其研发工作成果等情况,将聘任其为医疗产品技术顾问。 截至本公告披露日,上述人员变动不会对公司董事会及管理层的正常运作、技术研发、核心竞争力产生 重大不利影响。 ...
皖仪科技:职工董事、副总经理夏明离任,仍留任技术顾问
Xin Lang Cai Jing· 2025-12-18 08:38
皖仪科技公告称,职工董事、副总经理夏明因个人原因,于2025年12月18日申请辞去相关职务,原定任 期到2028年6月10日。其辞职报告送达董事会之日起生效,且不会影响董事会正常运作。截至公告披露 日,夏明持有公司0.18%股份(245,515股),承诺离任后遵守相关规定。此外,夏明辞去核心技术人 员,公司不再认定其为核心技术人员,将聘任其为医疗产品技术顾问。此次人员变动不会对公司产生重 大不利影响,公司将尽快完成职工董事补选。 ...
150只股中线走稳 站上半年线
Zheng Quan Shi Bao Wang· 2025-12-15 04:05
Market Overview - The Shanghai Composite Index is at 3885.56 points, slightly down by 0.10%, with a total trading volume of 896.24 billion yuan [1] - As of now, 150 A-shares have surpassed the half-year line, indicating a positive market trend [1] Stocks with Significant Deviation - Notable stocks with high deviation rates include: - Aerospace Information (600271) with a deviation rate of 8.95% and a price increase of 10.00% [1] - Great Wall Electric (600192) with a deviation rate of 8.62% and a price increase of 10.02% [1] - Tiankang Biological (002100) with a deviation rate of 6.61% and a price increase of 7.35% [1] Stocks Just Above the Half-Year Line - Stocks with smaller deviation rates that have just crossed the half-year line include: - Xusheng Group (300743) with a deviation rate of 4.74% and a price increase of 7.98% [1] - Zhenxin Technology (688600) with a deviation rate of 3.68% and a price increase of 10.09% [1] - Xingye Technology (002674) with a deviation rate of 3.61% and a price increase of 10.01% [1] Additional Stocks with Positive Movement - Other stocks showing positive movement include: - Dajia Weikang (301126) with a price increase of 6.55% and a deviation rate of 3.37% [1] - Beiken Energy (002828) with a price increase of 5.04% and a deviation rate of 3.20% [1] - Huide Technology (603192) with a price increase of 3.96% and a deviation rate of 2.94% [1]
比亚迪等183股获推荐,万润新能目标价涨幅超83%丨券商评级观察
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-08 01:25
Group 1 - The core viewpoint of the articles indicates that from December 1 to December 7, brokerages provided target prices for listed companies a total of 79 times, with notable increases in target prices for Wanrun New Energy, Inspur Information, and Wanyi Technology, showing increases of 83.49%, 63.08%, and 61.39% respectively, belonging to the battery, computer equipment, and general equipment industries [1] - A total of 183 listed companies received brokerage recommendations during the same period, with Yongtai Energy, Jereh Holdings, and BYD each receiving 5 recommendations [2] - In terms of rating upgrades, Western Securities raised the rating of China Resources Sanjiu from "Hold" to "Buy" during this period [3] Group 2 - Regarding rating downgrades, Zhongtai Securities lowered the rating of Wanxing Technology from "Buy" to "Hold" [4] - There were 53 instances of first-time coverage by brokerages, with New Jinlu receiving an "Accumulate" rating from Zhongyou Securities, Yongzhen Co. receiving a "Buy" rating from Aijian Securities, Hangyang Co. receiving an "Accumulate" rating from Dongwu Securities, Jiemai Technology receiving a "Buy" rating from Guosheng Securities, and Yutong Optical receiving a "Buy" rating from Western Securities [4]
皖仪科技(688600):深度研究报告:皖仪科技(688600):科学仪器朝阳产业,切入核聚变检漏市场催生未来增量潜力——可控核聚变系列研究(四)
Huachuang Securities· 2025-12-01 11:43
Investment Rating - The report maintains a "Strong Buy" rating for the company [1][12]. Core Insights - The company is positioned in the precision scientific instrument sector, focusing on helium mass spectrometry leak detectors, which are critical for vacuum leak detection in nuclear fusion devices. This market is expected to see significant growth due to increasing capital expenditures in the controlled nuclear fusion sector from 2025 to 2028, with projected investments in major nuclear fusion projects in China reaching 146 billion yuan [2][11][48]. Summary by Sections Company Overview - The company specializes in precision scientific instruments and solutions, with a business structure that includes industrial detection instruments (61% of revenue), online monitoring instruments (27%), and laboratory analysis instruments (6%) [6][19]. Industrial Detection Instruments - The core business remains stable, with growth driven by demand in the new energy sector, semiconductors, and 3C products. The share of new energy clients increased from 36.88% in 2017 to 43.64% in 2019. The company has also seen rapid growth in overseas business, with revenue from international markets reaching 21 million yuan in 2024, a year-on-year increase of 447.23% [6][10][36]. Controlled Nuclear Fusion Market - The company has entered the controlled nuclear fusion leak detection field, which is expected to generate future growth potential. The helium mass spectrometry leak detector is a mainstream method for vacuum leak detection in Tokamak devices, which are crucial for nuclear fusion technology [2][11][57]. Laboratory Analysis Instruments - This segment is seen as a sunrise industry with significant potential for domestic substitution. The market for mass spectrometry, chromatography, and spectroscopy instruments exceeds 50 billion yuan, with low penetration rates for domestic products [7][11]. Financial Projections - The report adjusts the projected net profits for 2025 to 2027 to 53 million, 99 million, and 143 million yuan, respectively, reflecting year-on-year growth rates of 266%, 87%, and 45%. The target price is set at 36.2 yuan, indicating a 61% upside from the current price [12][8].
华创交运公用|可控核聚变双周报(第2期):我国启动聚变领域国际科学计划,核聚变项目进展与技术研发稳步推进-20251130
Huachuang Securities· 2025-11-30 12:44
Investment Rating - The report maintains a recommendation for investment in the nuclear fusion sector, indicating a positive outlook for the industry [1]. Core Insights - China's launch of the international scientific program in the fusion field is expected to enhance the country's capabilities and foster global collaboration in overcoming challenges in fusion combustion physics [8][9]. - The ITER project has reached a significant milestone with the completion of the installation of the fifth vacuum chamber sector, which is crucial for the project's timeline and future stability [9]. - The development of ship-based fusion reactors by Maritime Fusion could revolutionize the shipping energy landscape, aligning with global decarbonization goals [15]. - An Tai Technology has secured significant contracts, showcasing its strong technical capabilities in the fusion component sector [16]. Summary by Sections Industry Developments - The international scientific program for fusion initiated by the Chinese Academy of Sciences aims to consolidate global scientific efforts and enhance China's leadership in superconducting tokamak research [8]. - The ITER project is on track to complete all nine sectors by 2027, with recent successful installations marking key progress [9]. Technological Advancements - Maritime Fusion's initiative to develop a ship-mounted fusion reactor represents a potential shift in maritime energy sources, targeting zero emissions and significant market disruption [15]. Company-Level Insights - An Tai Technology has won contracts worth 70 million yuan for key fusion components, indicating its competitive edge in the market [16]. - The report highlights several companies for investment, including Lianchuang Optoelectronics and Hezhu Intelligent, while suggesting attention to Guoguang Electric [3][35]. Market Trends - The report notes a significant increase in bidding activities for fusion projects, with November alone seeing a total bidding amount of 2.58 billion yuan, indicating a robust growth trajectory for the sector [25][30]. - The overall market for controlled nuclear fusion is projected to reach 146.5 billion yuan in the next 3-5 years, marking a peak in project tenders [7].
公用事业与环保行业2026年投资策略:能源变革持续推进,清洁能源&环保兼具成长与公用事业属性
Guoxin Securities· 2025-11-17 07:56
Group 1: Power Industry - The unified electricity market is accelerating construction, promoting high-quality development of renewable energy. The basic rules of the unified electricity market have been established, with a comprehensive coverage of the spot market and a market-driven pricing mechanism for renewable energy [1][24][29] - In the first three quarters of 2025, the national industrial power generation reached 72,557 billion kWh, a year-on-year increase of 1.6%, while the total social electricity consumption was 77,675 billion kWh, up 4.6% [20][22] - The electricity supply-demand situation is overall loose, but the peak load is tight, with the maximum electricity load reaching 1.506 billion kW on July 16, 2025, an increase of 0.55 million kW compared to the previous year [20][22] Group 2: Renewable Energy - The green electricity price has reached a bottoming point, with the core uncertainty regarding electricity prices gradually clarified, indicating that the industry's darkest hour is coming to an end [2][30] - The wind and solar installed capacity exceeded 1.7 billion kW in the first three quarters of 2025, accounting for nearly one-quarter of total social electricity consumption [36][40] - The challenges of renewable energy consumption remain, with increasing abandonment rates for wind and solar energy, indicating a mismatch between renewable energy development and consumption capacity [41][43] Group 3: Thermal Power - The transition of thermal power to a regulating power source is accelerating, with coal prices expected to support long-term contract prices, stabilizing thermal power profitability [2][10] - The capacity price for coal power is expected to increase further in 2026, promoting stable profitability for coal power [2][10] Group 4: Hydropower - Hydropower is experiencing a widening interest margin, with ample cash flow and stable performance supporting high dividends [3][10] - The core growth points for hydropower performance include increased installed capacity, rising electricity prices, and reduced financial costs and depreciation [3][10] Group 5: Nuclear Power - The nuclear power market is facing downward pressure on market prices, but there is a rebound in Guangdong's nuclear power pricing, indicating a strong momentum for new nuclear power development [3][10] - The approval of new nuclear units is regularized, with 10 units approved within the year, indicating a steady growth trajectory for the nuclear power sector [3][10] Group 6: Natural Gas - Domestic natural gas supply and demand are relatively loose, with a decline in apparent consumption by 0.2% year-on-year in the first nine months of 2025 [4][10] - The global natural gas market is entering a supply expansion phase, with overseas gas prices expected to decline [4][10] Group 7: Green Methanol - The promotion of green electricity consumption and the replacement of shipping fuels are expected to open up growth space for green methanol [4][9] - As of August 2025, there are 173 signed/registered green methanol projects in China, with a capacity of 53.46 million tons per year, indicating rapid growth in project numbers and capacity [9][10] Group 8: Environmental Protection - The water and waste incineration industries are entering a mature phase, with significant improvements in free cash flow [9][10] - The domestic waste oil resource utilization industry is expected to benefit from the EU's SAF mandatory blending policy, increasing demand for raw materials [9][10]
公用事业与环保行业2026 年投资策略:能源变革持续推进,清洁能源&环保兼具成长与公用事业属性
Guoxin Securities· 2025-11-17 07:55
Group 1: Power Sector - The unified electricity market is accelerating construction, promoting high-quality development of renewable energy. The basic rules of the unified electricity market have been established, with a comprehensive coverage of the spot market and a market-driven pricing mechanism for renewable energy [1][24][29] - In the thermal power sector, the transition to a regulatory power source is accelerating, with rising coal prices expected to support long-term contract prices. The profitability of thermal power is anticipated to stabilize due to increased capacity prices and auxiliary service revenues [2][10] - The hydropower sector is experiencing widening interest margins, with strong cash flow and stable performance supporting high dividends. The integration of wind, solar, and storage development is a core growth point for hydropower performance [3][10] Group 2: Renewable Energy - The green electricity sector is showing signs of recovery as the negative impact of electricity prices diminishes. The dual-track pricing mechanism provides a basic income guarantee for renewable energy projects, indicating a shift from policy-driven to market-driven growth [2][10] - The wind and solar power installed capacity is expected to increase significantly, with an average annual increase of 20 million kilowatts over the next decade. By 2035, the total installed capacity of wind and solar power is projected to reach six times that of 2020 [36][40] Group 3: Natural Gas and Green Methanol - The domestic natural gas supply is expected to remain relatively loose, with a decline in apparent consumption in early 2025. The global natural gas market is entering a supply expansion phase, which may lead to a downward trend in overseas gas prices [4][10] - Green methanol is anticipated to grow due to the promotion of green electricity consumption and its potential as a shipping fuel alternative. The domestic green methanol projects have rapidly increased, with a total capacity of 53.46 million tons per year [9][10] Group 4: Environmental Sector - The water and waste incineration industries are entering a mature phase, with significant improvements in free cash flow. The decline in risk-free returns is leading to a shift in investor expectations and risk preferences, highlighting investment opportunities in the environmental sector [9][10] - The Chinese scientific instrument market is projected to exceed $9 billion, with substantial room for domestic substitution. Companies in the environmental monitoring instrument sector are expected to benefit from this trend [9][10]