（编辑 姚尧） 证券日报网讯 11月17日晚间，滨海能源发布公告称，天津滨海能源发展股份有限公司（以下简称"公 司"）股票连续三个交易日内（2025年11月13日、14日、17日）日收盘价格涨幅偏离值累计达到20%， 属于股票交易异常波动情形。截至本公告披露日，公司前期所披露信息不存在需要更正、补充之处。公 司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息。 ...

证券代码：000695 证券简称：滨海能源 公告编号：2025-081 天津滨海能源发展股份有限公司 股票交易异常波动的公告 （五） 经核查，公司控股股东、实际控制人在股票异常波动期间未买卖公司股票。 三、关于公司不存在应披露而未披露信息的说明 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、股票交易异常波动情况介绍 天津滨海能源发展股份有限公司（以下简称"公司"）（证券简称：滨海能源；证 券代码：000695）股票连续三个交易日内（2025 年 11 月 13 日、14 日、17 日）日收 盘价格涨幅偏离值累计达到 20%，根据《深圳证券交易所交易规则》的有关规定，属 于股票交易异常波动情形。 二、公司关注并核实情况的说明 经公司董事会调查核实，并与公司管理层、控股股东及实际控制人书面或通讯问 询，有关情况如下： （一）截至本公告披露日，公司前期所披露信息不存在需要更正、补充之处。 （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息。 （三）近期公司经营情况正常，内外部经营环境未发生重大变化。 （四）截至本公告 ...

滨海能源公告称，公司股票在2025年11月13日、14日、17日连续三个交易日内日收盘价格涨幅偏离值累 计达20%，属于异常波动情形。经调查核实，公司前期披露信息无需更正补充，未发现影响股价的未公 开重大信息，经营情况及内外部环境正常，除已披露的终止发行股份购买资产事项外无其他应披露未披 露重大事项，控股股东及实控人在异常波动期间未买卖公司股票。公司提醒投资者理性投资，注意风 险。 ...

近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨3.91%，上榜后5日平均涨4.15%。 滨海能源今日涨停，全天换手率19.70%，成交额6.61亿元，振幅18.93%。龙虎榜数据显示，机构净买入 1924.51万元，营业部席位合计净买入5685.57万元。 深交所公开信息显示，当日该股因日振幅值达18.93%上榜，机构专用席位净买入1924.51万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.07亿元，其中，买入成交额为1.41亿 元，卖出成交额为6538.06万元，合计净买入7610.09万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买三、买四、买五、卖一、卖二，合 计买入金额5154.82万元，卖出金额3230.31万元，合计净买入1924.51万元。 资金流向方面，今日该股主力资金净流入1.56亿元，其中，特大单净流入1.44亿元，大单资金净流入 1139.07万元。近5日主力资金净流入3.31亿元。（数据宝） 滨海能源11月17日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- ...

中国经济网北京11月17日讯 滨海能源(000695.SZ)今日开盘报13.50元，下跌6.96%。截至发稿，公司股价涨停报15.96元，上涨9.99%。 滨海能源11月15日披露了关于终止发行股份购买资产并募集配套资金暨关联交易的公告。 公司于2025年11月14日召开了第十一届董事会第二十五次会议，审议通过了《关于终止公司发行股份购买资产并募集配套资金暨关联交易的议 案》，决定终止本次发行股份购买资产并募集配套资金暨关联交易事项。 公司原拟通过发行股份方式购买旭阳集团有限公司、邢台旭阳煤化工有限公司、深创投制造业转型升级新材料基金（有限合伙）、农银金融资 产投资有限公司合计持有的沧州旭阳化工有限公司（以下简称"沧州旭阳"）100%股权，并拟向不超过35名符合条件的特定投资者非公开发行股份募 集配套资金（以下简称"本次交易"）。 根据《上市公司重大资产重组管理办法》等相关法律法规规定，本次交易预计构成重大资产重组，亦构成关联交易；本次交易完成后，公司的 控股股东预计将由旭阳控股有限公司变更为旭阳集团有限公司，本次交易不会导致公司实际控制人发生变更，公司实际控制人仍为杨雪岗。 据滨海能源5月17日发布的发行股 ...

Market Overview - The market is expected to enter a wide-ranging fluctuation phase in the short term, according to institutions [1][12]. Financial Market Performance - On the last trading day, U.S. stock indices showed mixed results, with the Dow Jones down 0.65%, the Nasdaq up 0.13%, and the S&P 500 slightly down by 0.05% [4]. - Notable tech stocks showed varied performance, with Nvidia and Oracle rebounding by 1.7% and 2.4% respectively, while Meta, Apple, and Google experienced slight declines [4]. - Micron Technology's stock rose by 4.2% as Morgan Stanley raised its target price from $220 to $325 due to expected benefits from DRAM supply shortages [4]. Commodity Prices - International oil prices rebounded, with WTI crude oil increasing by 2.39% to $60.09 per barrel and Brent crude oil rising by 2.19% to $64.39 per barrel [5]. - International gold prices fell, with COMEX gold futures for November delivery dropping by 2.37% to $4087.60 per ounce [6]. Policy and Regulatory Developments - The State Council of China held a meeting to enhance the adaptability of supply and demand in consumer goods, aiming to release consumption potential and promote economic circulation [7]. - The China Securities Regulatory Commission emphasized the importance of the "14th Five-Year Plan" period for building a resilient and robust capital market [8]. - The Ministry of Commerce and other departments issued a notice to strengthen management of second-hand car exports, imposing stricter controls on new cars exported as second-hand vehicles [10]. - The State Administration for Market Regulation released a draft guideline for antitrust compliance in internet platforms, addressing new monopoly risks [11]. Corporate Developments - Huawei is set to release breakthrough technology in the AI field, potentially addressing efficiency issues in computing resource utilization [12]. - Apple CEO Tim Cook is rumored to possibly resign next year [12]. - Various companies, including Rongbai Technology and Fudan Microelectronics, are undergoing significant corporate changes, such as partnerships and share transfers [12].

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年11月18日（星期二）16:00-17:00 二、会议方式 1.召开方式：网络文字互动方式。 2.网络会议地点：价值在线（www.ir-online.cn）。 三、参加人员 公司董事长张英伟先生、董事会秘书兼副总经理侯旭志先生、交易对方代表、重组标的代表（如遇特殊 情况，出席嘉宾可能进行调整）。 四、投资者参会方式 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 天津滨海能源发展股份有限公司（以下简称"公司"）于2025年11月14日召开了第十一届董事会第二十五 次会议，审议通过了《关于终止公司发行股份购买资产并募集配套资金暨关联交易的议案》，同意终止 发行股份购买资产并募集配套资金暨关联交易事项，具体内容详见公司于2025年11月15日披露的《关于 终止发行股份购买资产并募集配套资金暨关联交易的公告》（公告编号：2025-079）。 为加强与投资者的沟通和交流，公司将于2025年11月18日（星期二）举办关于终止发行股份购买资产并 募集配套资金暨关联交易事项的投资者说明会（以下简称"说明会"），就 ...

Core Viewpoint - Yang Xuegang's capital ambitions are facing setbacks as recent attempts to acquire A-share company Yihua Tong and restructure Binhai Energy have failed, highlighting challenges in expanding his investment portfolio [1][7]. Group 1: Binhai Energy's Restructuring Attempts - Binhai Energy announced the termination of its major asset restructuring plan to acquire 100% of Cangzhou Xuyang Chemical Co., which was expected to significantly enhance its business scope and financial performance [3][4]. - The proposed acquisition was characterized as a "snake swallowing an elephant" deal, with Cangzhou Xuyang's total assets exceeding Binhai Energy's by over ten times, indicating a substantial disparity in scale [3]. - The termination was attributed to changes in market conditions and failure to reach consensus on commercial terms among the parties involved [4]. Group 2: Financial Performance and Challenges - Binhai Energy has been experiencing continuous losses since 2020, with net profits reported as approximately -102 million yuan, -18.1 million yuan, and -28.1 million yuan for the years 2022 to 2024, respectively [5]. - For the first three quarters of 2023, Binhai Energy reported revenues of about 374 million yuan, a year-on-year increase of 2.03%, but still posted a net loss of approximately -49.4 million yuan [5]. - The company's financial health is concerning, with a cash balance of only 26.5 million yuan against total assets of about 2 billion yuan and total liabilities of approximately 1.8 billion yuan, resulting in a high debt-to-asset ratio of 90.45% [5][6]. Group 3: Broader Capital Ambitions - In addition to Binhai Energy, Yang Xuegang's attempt to gain control of A-share company Yihua Tong also ended unsuccessfully in September 2023, as the parties could not agree on the final terms of the transaction [7][9]. - Yihua Tong has also faced financial difficulties, with revenues of approximately 629 million yuan, 738 million yuan, and 800 million yuan from 2021 to 2024, and net losses of around -162 million yuan, -167 million yuan, and -243 million yuan during the same period [9].

Core Viewpoint - Binhai Energy has terminated its major asset restructuring plan after over six months of negotiations due to failure to reach consensus on commercial terms with the involved parties [1][3][6] Group 1: Termination of Restructuring - The decision to terminate the acquisition of 100% equity in Cangzhou Xuyang Chemical Co., Ltd. was made after thorough communication and analysis, with no breach of contract or adverse impact on the company's operations [3][6] - As of November 16, 59 A-share listed companies have announced the termination of major asset restructurings this year [3] Group 2: Background of the Acquisition - The acquisition plan aimed to support Binhai Energy's strategic transformation initiated in 2022, focusing on shifting from packaging printing to lithium battery anode materials [4] - Cangzhou Xuyang, established in 2011, has a registered capital of 4.453 billion and is the second-largest producer of caprolactam globally, with an annual production capacity of 750,000 tons [4] Group 3: Financial Data and Future Plans - Binhai Energy projected a dual business model of "anode materials + nylon new materials" post-acquisition, which was expected to create new profit growth points [5] - The company reported its financials, with total assets expected to reach 1.458 billion by March 31, 2025, and net profit projected at 2.111 billion for the first quarter of 2025 [5] Group 4: Market Conditions and Challenges - The termination was influenced by changes in market conditions since the initial planning of the transaction, with significant fluctuations in the caprolactam market affecting pricing and profitability [6] - The complexity of the transaction, involving large asset volumes and regulatory procedures, also contributed to the challenges faced during negotiations [6]

证券代码：000695 证券简称：滨海能源 公告编号：2025-080 天津滨海能源发展股份有限公司 关于召开终止发行股份购买资产并募集配套资金暨关联交易事项 投资者说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 天津滨海能源发展股份有限公司（以下简称"公司"）于2025年11月14日召 开了第十一届董事会第二十五次会议，审议通过了《关于终止公司发行股份购买 资产并募集配套资金暨关联交易的议案》，同意终止发行股份购买资产并募集配 套资金暨关联交易事项，具体内容详见公司于2025年11月15日披露的《关于终止 发行股份购买资产并募集配套资金暨关联交易的公告》（公告编号：2025-079）。 为加强与投资者的沟通和交流，公司将于 2025 年 11 月 18 日（星期二）举 办关于终止发行股份购买资产并募集配套资金暨关联交易事项的投资者说明会 （以下简称"说明会"），就终止本次交易的相关情况与投资者进行互动交流。说 明会具体安排如下： 一、会议时间 2025 年 11 月 18 日（星期二）16:00-17:00 二、会议方式 1.召开方式：网络文 ...