证券代码：000722 证券简称：湖南发展 公告编号：2025-044 湖南发展集团股份有限公司 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、误导性陈述或重大遗漏。 重要内容提示： 披露的《湖南发展集团股份有限公司发行股份及支付现金购买资产并募集配套资 金暨关联交易预案》 （以下简称"本次交易预案"）及其摘要中已对本次交易涉及 的有关风险因素及尚需履行的审批程序进行了详细说明。公司将根据相关事项的 进展情况，及时履行信息披露义务，提请广大投资者关注后续进展公告并注意投 资风险。 现可能导致本次交易中止或者对本次交易方案作出实质性变更的相关事项，本次 交易相关工作正在有序进行中。 一、本次交易概述 和《关于筹划重大资产重组的停牌进展公告》（公告编号：2025-013）。 了《关于公司符合发行股份及支付现金购买资产并募集配套资金暨关联交易有关 条件的议案》等与本次交易相关的议案，详情请参见公司于 2025 年 04 月 02 日 在《中国证券报》《上海证券报》《证券时报》《证券日报》及巨潮资讯网披露的 相关公告。同时，经向深交所申请，公司股票于 2025 年 04 月 02 日开市时 ...

Group 1 - The supply and marketing cooperative concept index declined by 0.53%, ranking among the top declines in concept sectors as of May 29 [1] - Within the supply and marketing cooperative sector, companies such as Zhongnong United, Gongxiao Daji, and Huilong Co. experienced significant declines, while New Power Financial, Wanrun Co., and Zhejiang Agricultural Co. saw increases of 2.71%, 1.90%, and 1.33% respectively [1] - The supply and marketing cooperative sector experienced a net outflow of 448 million yuan in main funds today, with Gongxiao Daji leading the outflow at 300 million yuan [2] Group 2 - The top gainers in the supply and marketing cooperative sector included New Power Financial with a 2.71% increase and Tianhe Co. with a 0.89% increase, while Gongxiao Daji saw a 3.13% decrease [3] - The main funds net inflow leaders were Dunhuang Seed Industry, Tianhe Co., and New Power Financial, with net inflows of 6.14 million yuan, 5.14 million yuan, and 3.60 million yuan respectively [3] - The supply and marketing cooperative sector's outflow list included Gongxiao Daji, Huilong Co., and Hunan Development, with outflows of 300 million yuan, 127.5 million yuan, and 2.03 million yuan respectively [2]

二、本次交易的历史披露情况 证券代码：000722 证券简称：湖南发展 公告编号：2025-044 湖南发展集团股份有限公司 关于重大资产重组的进展公告 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、误导性陈述或重大遗漏。 重要内容提示： 1、湖南发展集团股份有限公司（以下简称"公司"）于 2025 年 04 月 02 日 披露的《湖南发展集团股份有限公司发行股份及支付现金购买资产并募集配套资 金暨关联交易预案》（以下简称"本次交易预案"）及其摘要中已对本次交易涉及 的有关风险因素及尚需履行的审批程序进行了详细说明。公司将根据相关事项的 进展情况，及时履行信息披露义务，提请广大投资者关注后续进展公告并注意投 资风险。 2、截至本公告披露日，除本次交易预案中披露的风险因素外，公司尚未发 现可能导致本次交易中止或者对本次交易方案作出实质性变更的相关事项，本次 交易相关工作正在有序进行中。 一、本次交易概述 公司拟以发行股份及支付现金的方式购买湖南湘投能源投资有限公司持有 的湖南湘投沅陵高滩发电有限责任公司 85%股权、湖南湘投铜湾水利水电开发有 限责任公司 90%股权、湖南湘投清水塘水 ...

Group 1 - The supply and marketing cooperative concept index rose by 2.72%, ranking third among concept sectors, with 10 stocks increasing in value [1][2] - Notable gainers included Huailong Co., Ltd. and Zhongnong United, both reaching the daily limit, while Hunan Development and Zhongnong Lihua also saw significant increases of 6.20% and 5.12% respectively [1][2] - The sector experienced a net inflow of 163 million yuan from main funds, with Huailong Co., Ltd. leading the inflow at 134 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Huailong Co., Ltd. and Zhongnong United, with net inflow ratios of 31.08% and 30.85% respectively [3][4] - The trading volume for Huailong Co., Ltd. was 133.65 million yuan, with a turnover rate of 7.90% [3][4] - Other stocks with notable performance included Hunan Development and Zhongnong Lihua, with respective increases of 6.20% and 5.12% [1][4]

Core Viewpoint - After a significant rise in stock price, Hunan Development Group's shares experienced a sharp decline, attributed to multiple factors including market sentiment and investor profit-taking [1][3]. Stock Performance - Hunan Development's stock price fell by 5.75% on May 22 and hit the daily limit down on May 23, closing at 13.14 yuan per share, with a market capitalization of 6.099 billion yuan [1]. - The stock had previously surged, achieving a cumulative increase of 55.65% over the past 60 days, with three consecutive days of limit-up trading from May 19 to May 21 [1][2]. Company Announcements - The company issued a notice regarding stock price fluctuations, confirming no undisclosed significant matters and stating that its operational environment remains stable [2][3]. - Hunan Development is in the process of acquiring stakes in four hydropower companies, which is expected to enhance its asset scale and revenue significantly [2][7]. Financial Performance - The company reported a significant decline in first-quarter profits due to reduced water inflow, with revenue of 55.89 million yuan, down 34.2% year-on-year, and a net profit of only 4.25 million yuan, down 83.52% [6]. - For the years 2022 to 2024, the company's revenue was 421 million yuan, 292 million yuan, and 337 million yuan, with net profits of approximately 69.14 million yuan, 49.47 million yuan, and 67.80 million yuan respectively [5][6]. Business Operations - Hunan Development's clean energy segment, which includes hydropower and photovoltaic projects, accounted for 74.98% of its revenue last year, with a gross margin of 56.72% [6]. - The company is also involved in natural resource businesses, including the sale of sand and gravel, but has faced challenges in this sector, leading to losses in 2024 [10][11]. Management Changes - Recent significant changes in management include the resignation of the chairman and the appointment of a new chairman and vice president, with ongoing plans for acquisitions unaffected by these changes [8][9].

Core Viewpoint - On May 21, the Shanghai Composite Index rose by 0.21%, with institutional investors appearing on the trading lists of 26 stocks, net buying 12 and net selling 14 [1][3]. Institutional Trading Summary - The stock with the highest net buying by institutional seats was Shutaishen, which closed at the daily limit with a trading volume of 507 million yuan and a turnover rate of 8.01%, resulting in a net buying of 64.96 million yuan [2][4]. - Zhongyou Technology saw a closing increase of 18.18%, with a turnover rate of 23.29% and a trading volume of 728 million yuan, leading to a net buying of 45.04 million yuan [2][4]. - Wangzi New Materials closed up 2.69% with a turnover rate of 62.73% and a trading volume of 2.675 billion yuan, resulting in a net buying of 37.12 million yuan [2][4]. Market Performance Analysis - The average increase of stocks with institutional net buying was 9.32%, outperforming the Shanghai Composite Index [3]. - Stocks like Shutaishen and Lingpai Technology showed strong performance, closing at the daily limit [3]. - Historical data indicates that stocks with institutional net buying have a 45.75% probability of rising the next day and a 41.04% probability of increasing over the next three days [3]. Net Selling Summary - The stock with the highest net selling by institutions was San Sheng Guo Jian, which closed up 19.99%, with a net selling of 48.37 million yuan [3][5]. - Lu Xiao Technology had a net selling of 28.59 million yuan, despite a net inflow of 580 million yuan for the day [3][5]. - Tie Liu Co., Ltd. experienced a net selling of 28.28 million yuan, with a net outflow of 11.58 million yuan [3][5]. Deep and Shanghai Stock Connect - On May 21, nine stocks on the trading list had appearances from the Deep and Shanghai Stock Connect, with net buying amounts of 24.53 million yuan for Hunan Development, 17.52 million yuan for San Sheng Guo Jian, and 12.15 million yuan for Huaxia Happiness [6][7]. - Stocks with net selling included Guoxuan High-Tech, with a net selling amount of 249.66 million yuan [6][7].

湖南发展集团股份有限公司 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、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 湖南发展集团股份有限公司（以下简称"公司""本公司"）股票于 2025 年 根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情形。 二、公司关注并核实的情况 针对公司股票异常波动，公司对有关事项进行了核查，现对有关核实情况说 明如下： 有的湖南湘投铜湾水利水电开发有限责任公司 90%股权、湖南湘投清水塘水电开 发有限责任公司 90%股权、湖南新邵筱溪水电开发有限责任公司 95%股权、湖南 湘投沅陵高滩发电有限责任公司 85%股权。同时，公司拟向不超过 35 名符合条 件的特定投资者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》《深圳证券交易所股票上市规则》等法律、行政法规 及规范性文件等相关规定，本次交易构成关联交易，预计达到《上市公司重大资 产重组管理办法》规定的重大资产重组标准，预计构成公司重大资产重组，不构 成重组上市。详情请参见公司于 2025 年 04 月 02 日披露的《公司发行股份及支 付 ...

证券代码：000722 证券简称：湖南发展 公告编号：2025-043 湖南发展集团股份有限公司 关于股票交易异常波动的公告 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、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 湖南发展集团股份有限公司（以下简称"公司""本公司"）股票于 2025 年 05 月 20 日、05 月 21 日连续 2 个交易日收盘价格涨幅偏离值累计达到 20.17%， 根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情形。 二、公司关注并核实的情况 1、公司拟以发行股份及支付现金的方式购买湖南湘投能源投资有限公司持 有的湖南湘投铜湾水利水电开发有限责任公司 90%股权、湖南湘投清水塘水电开 发有限责任公司 90%股权、湖南新邵筱溪水电开发有限责任公司 95%股权、湖南 湘投沅陵高滩发电有限责任公司 85%股权。同时，公司拟向不超过 35 名符合条 件的特定投资者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》《深圳证券交易所股票上市规则》等法律、行政法规 及规范性文件等相关规定，本次交易构成关联交易 ...

湖南发展（000722）发布异动公告，公司拟以发行股份及支付现金的方式购买湖南湘投能源投资有限公 司持有的湖南湘投铜湾水利水电开发有限责任公司90%股权、湖南湘投清水塘水电开发有限责任公司 90%股权、湖南新邵筱溪水电开发有限责任公司95%股权、湖南湘投沅陵高滩发电有限责任公司85%股 权。同时，公司拟向不超过35名符合条件的特定投资者发行股份募集配套资金。截至本公告披露日，本 次交易涉及的相关工作正按计划推进，待完成后公司将再次召开董事会审议本次交易的相关事项，并由 董事会提请股东大会审议本次交易的相关议案。除上述事项外，公司及控股股东不存在其他关于本公司 处于筹划阶段的重大事项，也不存在应披露而未披露的重大事项。 ...

Group 1 - The supply and marketing cooperative concept index rose by 1.53%, ranking 7th among concept sectors, with 9 stocks increasing in value [1] - Notable gainers included Hunan Development and Zhongnong Lihua, both hitting the daily limit, while Yaqi International, New Power Finance, and Zhejiang Agricultural Holdings also saw significant increases of 2.66%, 1.40%, and 1.29% respectively [1] - The leading decliners in this sector were Swan Shares, Supply and Marketing Group, and Huangshan Gujie, which fell by 1.66%, 1.17%, and 0.69% respectively [1] Group 2 - The supply and marketing cooperative sector experienced a net inflow of 147 million yuan from main funds, with 7 stocks receiving net inflows [2] - Hunan Development led the net inflow with 181 million yuan, followed by Yaqi International, Zhongnong Lihua, and New Power Finance with net inflows of 54.44 million yuan, 34.54 million yuan, and 11.08 million yuan respectively [2] - The net inflow ratios for Zhongnong Lihua, Yaqi International, and Hunan Development were 19.28%, 13.86%, and 13.60% respectively [3] Group 3 - The trading performance of key stocks in the supply and marketing cooperative sector showed significant turnover rates, with Hunan Development at 19.06%, Zhongnong Lihua at 4.30%, and New Power Finance at 9.80% [3] - The stock performance included Hunan Development rising by 10.01%, while Zhongnong Lihua also increased by 10.00% [3] - Conversely, Supply and Marketing Group saw a decline of 1.17% with a notable negative net fund flow of 109.17 million yuan, indicating a significant outflow [4]