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潘功胜主持召开金融支持实体经济座谈会;国家发改委:整治内卷式竞争……盘前重要消息还有这些
证券时报· 2025-05-21 00:13
Group 1 - The People's Bank of China emphasizes the implementation of a moderately loose monetary policy to meet the financing needs of the real economy and support key areas such as technological innovation and consumption [2] - The Ministry of Finance reports that from January to April, the national general public budget revenue reached 80,616 billion yuan, a year-on-year decrease of 0.4%, with the decline narrowing by 0.7 percentage points compared to the first quarter [3] - In April, tax revenue increased by 1.9% year-on-year, marking the first month of positive growth this year, while the total tax revenue from January to April was 65,556 billion yuan, down 2.1% year-on-year [4] Group 2 - The Ministry of Finance announces that the securities transaction stamp duty for January to April was 53.5 billion yuan, a year-on-year increase of 57.8% [5] - The National Energy Administration reports that the total electricity consumption in April was 7,721 billion kilowatt-hours, a year-on-year increase of 4.7% [6] - The National Development and Reform Commission states that most policies aimed at stabilizing employment and the economy are expected to be implemented by the end of June [8] Group 3 - The National Development and Reform Commission highlights the need to address "involution" competition that distorts market mechanisms and disrupts fair competition [9] - The China Automobile Industry Association reports that the top ten car manufacturers sold 2.502 million vehicles from January to April, accounting for 68.7% of total car sales [10] - A joint document from the Central Cyberspace Affairs Commission, the National Development and Reform Commission, and the Ministry of Industry and Information Technology outlines goals for IPv6 deployment by 2025, including reaching 850 million active users [11] Group 4 - Various companies are making significant moves, such as Zhaoyi Innovation planning to issue H-shares and list on the Hong Kong Stock Exchange, and several companies announcing share repurchase plans [13] - The Ministry of Finance reports that the total assets and loan growth rates of state-owned banks have slightly declined compared to 2024, but remain relatively high [14] - Zhongtai Securities discusses the logic behind the recent rise in bank stocks, indicating a strong rationale for continued investment in this sector [15]
5月20日晚间重要资讯一览
Sou Hu Cai Jing· 2025-05-20 14:16
Group 1: Financial Support and Economic Policies - The People's Bank of China emphasizes the implementation of a moderately loose monetary policy to meet the financing needs of the real economy and maintain reasonable growth in financial totals [2] - The meeting highlighted the need to support key areas such as technological innovation, consumption, small and micro enterprises, and stabilizing foreign trade [2] - The National Development and Reform Commission plans to implement most employment and economic stabilization policies by the end of June [8] Group 2: Fiscal Revenue and Taxation - From January to April, the national general public budget revenue reached 80,616 billion yuan, a year-on-year decrease of 0.4%, with the decline narrowing by 0.7 percentage points compared to the first quarter [3] - In April, tax revenue increased by 1.9% year-on-year, marking the first month of positive growth this year [4] - The securities transaction stamp duty for January to April was 53.5 billion yuan, a year-on-year increase of 57.8% [5] Group 3: Energy Consumption - In April, the total electricity consumption reached 7,721 billion kilowatt-hours, a year-on-year increase of 4.7% [6] - From January to April, total electricity consumption was 31,566 billion kilowatt-hours, with a year-on-year growth of 3.1% [6] Group 4: Automotive Industry - In the first four months, the top ten car manufacturers sold 2.502 million vehicles, accounting for 68.7% of total car sales [11] - Among these manufacturers, BYD, Geely, SAIC-GM-Wuling, and FAW saw varying degrees of sales growth compared to the same period last year [11] Group 5: IPv6 Deployment - The Central Cyberspace Affairs Commission, National Development and Reform Commission, and Ministry of Industry and Information Technology aim to establish a leading global IPv6 technology and application system by the end of 2025 [12] - The target includes reaching 850 million active IPv6 users and 1.1 billion IoT IPv6 connections [12]
晚间公告丨5月20日这些公告有看头
第一财经· 2025-05-20 13:45
Group 1 - Zhaoyi Innovation plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders and market conditions [3] - ST Zhongdi has decided to abandon the commercial opportunity for the Jiageng Ke Yi City land project, with the controlling shareholder planning to develop the project instead [4] - Xichang Electric Power expects a reduction of approximately 5.4 million yuan in net profit for 2025 due to adjustments in the time-of-use electricity pricing mechanism [5] Group 2 - Sanfu New Materials intends to invest 620 million yuan in a project for high-safety dry electrode battery key materials and high-frequency electronic information composite materials [6] - Weifu High-Tech's subsidiary plans to establish a joint venture with Baolong Technology to expand the active suspension motor hydraulic pump business [7] - Yulong Co., Ltd. will have its stock delisted on May 27, 2025, following a decision by the Shanghai Stock Exchange [8] Group 3 - Chen'an Technology's shareholder is transferring 6.27% of the company's shares to Hefei Guotou, aiming to introduce strategic investors [9] - Huamao Technology is planning to acquire a 100% stake in Fuchuang Youyue, with stock trading suspended for up to 10 trading days [11] - Baolong Technology's subsidiary will collaborate with Weifu High-Tech's subsidiary to develop core components for the active suspension system [12] Group 4 - Zhongnong Lihua intends to acquire at least 50% of Taizhou Agricultural Supplies, enhancing its product and service range [13] - Weiling Co., Ltd.'s subsidiary has successfully acquired 74.3% of Jiayu Mining for 220 million yuan, focusing on expanding into the non-ferrous metal resource sector [14][15] - Hengshi Technology's subsidiary has been approved for public transfer of shares on the New Third Board [16] Group 5 - Xiang Teng New Materials plans to acquire an additional 12.5% stake in its subsidiary Shanghai Shangda for 25.3 million yuan [17] - ST Texin has extended its employee stock ownership plan by 12 months, reflecting confidence in the company's long-term development [18] - Baili Electric has issued a risk warning regarding its stock price increase, indicating no significant changes in fundamentals [19] Group 6 - Hu Silicon Industry plans to acquire minority stakes in three semiconductor companies for approximately 7.04 billion yuan [20][21] - Demais plans to change its controlling shareholder, leading to a temporary suspension of stock trading [22] - FAW Fuwei has received a notice from a well-known new energy brand for a project expected to generate 1.06 billion yuan in total sales over its lifecycle [23] Group 7 - Hangyang Co. plans to establish a subsidiary for a large modular cryogenic equipment manufacturing project with an estimated investment of 557 million yuan [24] - Jiewate intends to acquire 40.89% of Tianyi Hexin for 319 million yuan, enhancing its product line in the signal chain category [25] - Dingxin Communications has elected a new chairman following the resignation of the previous chairman [26][27] Group 8 - Aofei Entertainment plans to invest 10 million yuan in a partnership to indirectly invest in AI robotics company Xuan Yuan Technology [28] - Huaxi Energy's controlling shareholder has been detained, but the company states that operations remain normal [29] - Yihe Jiaye will change its stock name to "Ruimaite" starting May 21 [30] Group 9 - Zhongjin Environment will change its name to "Southern Pump Industry" effective May 21 [31] - Hong Sifang's subsidiary plans to invest approximately 1.49 billion yuan in a new chemical materials and fertilizers industrial park [32] - Buchang Pharmaceutical's subsidiary has signed a research agreement for MF59 adjuvant with a pharmaceutical company [33] Group 10 - Hongjing Technology has signed a service contract worth 597 million yuan for a smart computing project [34] - Zhuojin Co. has won a bid for a soil remediation project worth 67.68 million yuan [35] - Xinjiang Jiaojian has been awarded a contract for a highway project valued at 451 million yuan [36] Group 11 - China National Materials Energy's subsidiary has signed a contract for an EPC project in Uzbekistan worth approximately 1.252 billion yuan [37] - Ruixin Microelectronics' shareholder plans to reduce its stake by up to 2% [38] - Shanghai Yizhong's shareholder also plans to reduce its stake by up to 2% [39] Group 12 - Sanyou Medical's controlling shareholder plans to reduce its stake by up to 1.44% [40] - Hangdian Co.'s controlling shareholder plans to reduce its stake by up to 1.93% [41] - Shangwei New Materials' shareholder plans to reduce its stake by up to 3% [42] Group 13 - Mingchen Health plans to repurchase shares worth between 30 million and 50 million yuan [43] - Jiuhua Tourism plans to raise up to 500 million yuan through a private placement for various projects [44] - Yuegui Co. plans to raise up to 900 million yuan for several projects [46]
晚间公告丨5月20日这些公告有看头
Di Yi Cai Jing· 2025-05-20 10:49
Group 1 - Zhaoyi Innovation plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders and market conditions [3] - ST Zhongdi has decided to abandon the commercial opportunity for the Jiageng Science and Art City land project, which has an area of 108,600 square meters and a starting price of 2.067 billion yuan [4] - Xichang Electric Power expects a reduction of approximately 5.4 million yuan in net profit for 2025 due to adjustments in the time-of-use electricity pricing mechanism [5] Group 2 - Sanfu New Technology plans to invest 620 million yuan in a project for high-safety dry electrode battery key materials and high-frequency electronic information composite materials, with production expected to start in June 2025 [6] - Weifu High-Tech's subsidiary will establish a joint venture with Baolong Technology to expand the business of fully active suspension motor hydraulic pumps, with a registered capital of 400 million yuan [7] - Yulong Co., Ltd. will have its stock delisted on May 27, 2025, following a decision by the Shanghai Stock Exchange [8] Group 3 - Chensan Technology's shareholder Shanghai Ruiwei will transfer 14.58 million shares, representing 6.27% of the company, to Hefei Guotou, with the transfer price set at 17.7 yuan per share [10] - Huamao Technology is planning to acquire a 100% stake in Fuchuang Youyue, currently holding 42.16% of the company, with stock trading suspended for up to 10 days [11] - Baolong Technology's subsidiary will partner with Weifu High-Tech's subsidiary to develop and mass-produce core components for fully active suspension systems [12] Group 4 - Buchang Pharmaceutical's subsidiary has signed a commissioned research agreement with Fubicheng Pharmaceutical for the MF59 emulsion adjuvant [14] - Hongjing Technology has signed a service contract worth 597 million yuan for a smart computing project, with a duration of five years [15] - Zhuojin Co., Ltd. has won a bid for a soil remediation project worth 67.68 million yuan, with an expected share of approximately 59.9 million yuan [16] - Xinjiang Jiaojian has been awarded a contract for the G3013 line Ucha to Kangsou highway project, with a bid amount of 451 million yuan [17] Group 5 - Mingchen Health plans to repurchase shares worth between 30 million and 50 million yuan for employee stock ownership plans, with a maximum repurchase price of 23 yuan per share [19]
5月20日晚间重要公告一览
Xi Niu Cai Jing· 2025-05-20 10:19
Group 1 - Hongjing Technology signed a service contract for an intelligent computing project with a total amount of 597 million yuan, valid for 5 years [1] - Weifu High-Tech's subsidiary invested 220 million yuan to establish a joint venture with Shanghai Baolong Automotive Technology [2] - Zhongshan Public received approval for the registration of short-term financing bonds amounting to 2 billion yuan and medium-term notes of 3 billion yuan [3] Group 2 - Lianhua Technology established a venture capital fund with a total commitment of 200 million yuan, contributing 100 million yuan as a limited partner [4] - Changan Technology's shareholder signed an agreement to transfer 6.27% of the company's shares to Hefei State Capital Venture Investment [6] - Hangzhou Garden announced a cash dividend of 0.5 yuan per 10 shares, totaling 6.62 million yuan [8] Group 3 - Huamao Technology plans to acquire 100% equity of Fuchuang Youyue, leading to a temporary suspension of its stock [9] - Zhuojin Co. won a bid for a soil remediation project in Hefei with a contract value of 67.68 million yuan [10] - Shanghai Pharmaceuticals received FDA approval for two drugs, enhancing its product portfolio [10] Group 4 - Fuxing Pharmaceutical's senior vice president resigned for personal reasons [12] - Baolong Technology's subsidiary plans to invest 180 million yuan in a joint venture [13] - ST Zhongdi intends to utilize surplus funds from a project company, with a maximum of 106 million yuan [14] Group 5 - Nanchao Food reported a significant decline in net profit for April, down 82.14% year-on-year [16] - Changshan Pharmaceutical received a drug registration certificate in Belarus for a new product [18] - Nanshan Aluminum established a wholly-owned subsidiary for photovoltaic energy projects with an investment of 5 million yuan [20] Group 6 - Bozhong Precision announced the resignation of a director and deputy general manager [22] - Xinjiang Jiaojian won a bid for a highway construction project valued at 451 million yuan [23] - Guangzhou Restaurant declared a cash dividend of 0.48 yuan per share, totaling 273 million yuan [25] Group 7 - Weili Medical's subsidiary obtained a medical device operating license, allowing it to engage in wholesale activities [27] - New Australia Co. announced a cash dividend of 0.3 yuan per share, totaling 219 million yuan [28] - Lianhua Technology's subsidiary entered the new third board innovation layer [29] Group 8 - Huaxi Energy's chairman resigned due to personal reasons [31] - Yipin Hong plans to use up to 500 million yuan of idle funds for cash management [33] - Shouhua Gas intends to purchase bauxite resources through market means [34] Group 9 - Jincheng signed a service agreement for underground mining operations at the Komakau Copper Mine, valued at approximately 805 million USD [34] - Wanrun New Energy signed a supply contract with CATL for lithium iron phosphate products, with a total supply of about 1.32 million tons [35] - Weili plans to transfer 100% equity of a subsidiary to Chengfa Environment for 100 million yuan [36] Group 10 - Zhenlei Technology's subsidiary received government subsidies of 2.21 million yuan, positively impacting profits [38] - Weir shares plan to change their name to "Haowei Group" to reflect strategic direction [39] - YTO Express reported a revenue increase of 16.32% in April, totaling 5.755 billion yuan [39]
卓锦股份(688701) - 浙江卓锦环保科技股份有限公司关于披露联合体项目中标的公告
2025-05-20 09:16
●风险提示:公司尚未签订相关正式合同,合同签署时间及履约安排存在不 确定性。本项目最终金额、履行条款等内容以正式签订的合同为准。公司将根据 项目进展情况及时履行信息披露义务,敬请广大投资者注意投资风险。 2025 年 5 月 19 日,根据中标结果公示,浙江卓锦环保科技股份有限公司(以 下简称"公司")作为牵头人和煤炭工业合肥设计研究院有限责任公司和合肥和 合建筑工程有限公司联合体为合肥合燃华润燃气有限公司原制气厂南区地块污 染土壤修复项目中标人,具体内容如下: 证券代码:688701 证券简称:卓锦股份 公告编号:2025-019 浙江卓锦环保科技股份有限公司 关于披露联合体项目中标的公告 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。 重要项目提示: ●中标项目:合肥合燃华润燃气有限公司原制气厂南区地块污染土壤修复 (以下简称"项目")。 ●中标金额:6,768.00 万元(含税,具体金额以正式签订的合同为准)。根 据投标阶段《联合体协议书》约定的合同工作量划分,公司合同工作量占比约为 88.5%,预计公司最终所占金额约 ...
卓锦股份:公司牵头的联合体中标6768万元项目
news flash· 2025-05-20 08:52
卓锦股份公告,公司作为牵头人和 煤炭工业合肥设计研究院有限责任公司、合肥和合建筑工程有限公 司联合体为合肥合燃 华润燃气有限公司原制气厂南区地块污染 土壤修复项目中标人。中标金额6768万 元(含税),公司合同工作量占比约为88.5%,预计最终所占金额约为5989.68万元。项目工期为900日 历天。 ...
卓锦股份净利连亏3年 2021年上市即巅峰国泰海通保荐
Zhong Guo Jing Ji Wang· 2025-05-16 08:07
中国经济网北京5月16日讯卓锦股份(688701.SH)2024年年度报告显示,卓锦股份报告期内营业总收入为 2.42亿元,同比下滑30.08%;归属于上市公司股东的净利润连续3年亏损,分别为-9387.35万元、-1.21亿 元、-8220.22万元;归属于上市公司股东的扣除非经常性损益的净利润连续3年亏损,分别为-9668.02万 元、-1.20亿元、-8253.06万元;经营活动产生的现金流量净额为990.51万元。 | | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比上年 同期增减 | 2022年 | | | | | (%) | | | 营业收入 | 242, 491, 518. 30 | 346, 832, 101. 41 | -30. 08 | 245, 826, 934. 16 | | 扣除与主营业务无 关的业务收入和不 | 242, 491, 518. 30 | 346, 832, 101. 41 | -30. 08 | 245, 826, 934. 16 | | 具备商业实 ...
卓锦股份(688701) - 国泰海通证券股份有限公司关于浙江卓锦环保科技股份有限公司2024年度持续督导工作现场检查报告
2025-05-15 09:31
国泰海通证券股份有限公司 关于浙江卓锦环保科技股份有限公司 2024 年度持续督导工作现场检查报告 上海证券交易所: 国泰海通证券股份有限公司(以下简称"国泰海通"、"保荐人")作为浙江 卓锦环保科技股份有限公司(以下简称"卓锦股份"或"公司")首次公开发行 股票并在科创板上市的保荐人,根据《中华人民共和国公司法》《中华人民共和 国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》(以下简称"《上市规则》")和《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等有关法律法规的规定,对公司 2024 年度(以下简称"本 持续督导期间")的规范运作情况进行了现场检查,现就现场检查的有关情况报 告如下: 一、本次现场检查的基本情况 (一)保荐人 国泰海通证券股份有限公司 (二)保荐代表人 龚泓泉、冯文彬 (三)现场检查时间 2025 年 4 月 7 日至 2025 年 5 月 12 日 现场检查人员对本持续督导期内发行人公司治理及内部控制、信息披露、独 立性、与关联方的资金往来、募集资金使用情况、关联交易、对外担保、重大对 外投资、公司经营状况以及承诺履行情况等方面进行了现场 ...
卓锦股份(688701) - 国泰海通证券股份有限公司关于浙江卓锦环保科技股份有限公司2024年度持续督导跟踪报告
2025-05-15 09:31
国泰海通证券股份有限公司 关于浙江卓锦环保科技股份公司 2024 年度持续督导年度跟踪报告 | 保荐机构名称:国泰海通证券股份有限公司 | 被保荐公司简称:卓锦股份 | | --- | --- | | 保荐代表人姓名:龚泓泉 冯文彬 | 被保荐公司代码:688701.SH | 重大事项提示 2022 年至 2024 年,公司存在连续三年亏损,最近三年净利润金额分别为- 9,387.35 万元、-12,088.64 万元和-8,220.22 万元,尽管 2024 年度亏损减少,但公 司仍处于亏损状态,且公司仍然存在未来因行业竞争加剧或经营不当等原因导致 净利润持续为负的风险。 经中国证券监督管理委员会《关于同意浙江卓锦环保科技股份有限公司首次 公开发行股票注册的批复》(证监许可〔2021〕2627 号)批复,浙江卓锦环保科 技股份有限公司(以下简称"上市公司"、"公司"或"发行人")首次公开发行股票 3,356.9343 万股,每股面值人民币 1 元,每股发行价格人民币 7.48 元,募集资 金总额为人民币 25,109.87 万元,扣除发行费用后,实际募集资金净额为人民币 20,079.18 万元。本次发行证 ...