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定增市场双周报2026.01.12-2026.01.25:存量预案扩容,解禁收益分化-20260128
Shenwan Hongyuan Securities· 2026-01-28 09:49
Group 1: Market Dynamics - 29 new private placement projects were added in the last two weeks, a 52.63% increase from the previous period, with 15 being competitive bids[4] - 12 projects were terminated, marking a 100% increase, while 7 projects were approved by the review committee, a decrease of 36.36%[4] - The total number of pending private placement projects stands at 647, with 90 having received approval, a slight decrease of 1 project[4] Group 2: Fundraising and Valuation - The total fundraising amount reached 1120.23 billion CNY, a staggering 3865.96% increase, driven by two projects exceeding 400 billion CNY[4] - The average pricing discount rate for competitive bids decreased to 14.42%, down 5.58 percentage points from the previous period[4] - The PE and PB ratios for Guoyan Platinum Industry are 28.35X and 2.43X, respectively, which are at 57.11% and 60.38% of the industry average[28] Group 3: Performance Metrics - The average absolute return for competitive bid projects that were unlocked for the first time was 49.87%, a decrease of 10.68 percentage points[4] - The average absolute return for pricing projects on the unlock date surged to 310.29%, an increase of over 100%[4] - The average industry beta contribution during the "issue-unlock" period was 41.94%, reflecting a decrease of 1.82 percentage points[4] Group 4: Risk Factors - Risks include slower-than-expected review progress for private placements, fluctuations in secondary market stock prices, and changes in the pricing environment for private placements[4]
电投产融:预计2025年净利润同比增长187.37%至235.26%
Jing Ji Guan Cha Wang· 2026-01-28 04:55
经济观察网2026年1月27日,电投产融(000958)发布2025年度业绩预告,预计2025年净利润30亿元至 35亿元,同比增长187.37%至235.26%;扣除非经常性损益后的净利润7亿元至7.7亿元,同比下降7.47% 至15.88%。 ...
能源早新闻丨全球最大规模,全面投产!
中国能源报· 2026-01-27 22:32
Industry News - The National Energy Administration has established seven standardization technical organizations, including the Power Safety Governance Standardization Technical Committee [2] - In 2025, the hotline platform received 24,468 complaints, primarily related to electricity installation, power outage repairs, and meter measurement [2] - National market regulatory authorities have investigated 1,169 illegal cases related to power banks, ensuring product quality and safety [3] - China has successfully developed a superconducting magnet with a magnetic field strength of 35.6 Tesla, marking a global record in high-temperature superconducting applications [3] - The China Electric Power Research Institute has achieved large-scale application of high-performance transformer protection technology, enhancing the safety of ultra-high voltage and high-voltage direct current projects [3] - Beijing aims to achieve an external green electricity supply of 65 billion kilowatt-hours by 2030 as part of its green transformation strategy [4] - Hainan Province has announced major offshore wind power projects for 2026, with a total investment of 71.75 billion yuan [4] - Qinghai Province plans to produce 16.9 million tons of lithium carbonate in 2025, representing a 25.3% increase, and will focus on developing the "salt lake+" industry [5] Corporate News - The global largest compressed air energy storage project has been fully commissioned, providing significant support for the construction of a new power system in China [8] - Electric Power Investment Corporation expects a net profit of 3 billion to 3.5 billion yuan in 2025, reflecting a year-on-year growth of 187.37% to 235.26% due to major asset restructuring [8]
电投产融:2025年度业绩预告
Zheng Quan Ri Bao· 2026-01-27 13:42
证券日报网讯 1月27日,电投产融发布公告称,公司预计2025年度归属于上市公司股东的净利润盈利 300000万元-350000万元,比上年同期(重组前)上升187.37%-235.26%。 (文章来源:证券日报) ...
电投产融(000958.SZ)预计2025年度归母净利润30亿元至35亿元
智通财经网· 2026-01-27 12:41
智通财经APP讯,电投产融(000958.SZ)披露2025年度业绩预告,公司预计归属于上市公司股东的净利润 30亿元至35亿元;扣除非经常性损益后的净利润7亿元至7.7亿元。 ...
电投产融预计2025年度归母净利润30亿元至35亿元
Zhi Tong Cai Jing· 2026-01-27 12:38
电投产融(000958)(000958.SZ)披露2025年度业绩预告,公司预计归属于上市公司股东的净利润30亿 元至35亿元;扣除非经常性损益后的净利润7亿元至7.7亿元。 ...
电投产融:预计2025年净利30亿元-35亿元
Zhong Guo Zheng Quan Bao· 2026-01-27 12:15
中证智能财讯电投产融(000958)1月27日晚间披露2025年度业绩预告,预计2025年归母净利润30亿元至35亿元,上年同期盈利33.16亿元;扣非净利润预计 7亿元至7.7亿元;基本每股收益0.23元/股-0.27元/股。以1月27日收盘价计算,电投产融目前市盈率(TTM)约为33.06倍-38.57倍,市净率(LF)约1.93倍, 市销率(TTM)约26.08倍。 以本次披露业绩预告均值计算,公司近年市盈率(TTM)图如下所示: 公司 -○- 行业均值 近年来市盈率变化情况(倍) (倍) 270 60 50 30 20 30x86 21x63 15814 12022 o 2020-12-37 1 2021-12-37 1 2022-12-37 2021-06-30 2022-06-30 3-06-30 4-06-31 +-12-37 203 ○- 行业均值 公司 - 100 ହି ୨୦ 80 70 60 50 40 30 302 8-1 20 20x2 10 10826 6.81 0 2027-12-37 | 2020-12-37 1 2022-12-37 1 2027-06-30 1 202-06- ...
1月27日晚间公告 | 国泰海通、仕佳光子等多家公司业绩大增;片仔癀控股股东拟不超5亿元增持公司股份
Xuan Gu Bao· 2026-01-27 12:08
一、停复牌 嘉事堂:股东光大实业筹划公司股权转让,股票停牌。 二、回购 片仔癀:控股股东九龙江集团拟3亿元-5亿元增持公司股份。创新药PZH2113胶囊Ⅰ期临床试验完成首 例受试者入组,国内外暂无相同适应症的同靶点药品获批上市。 三、并购重组 泰凌微:拟通过发行股份及支付现金方式收购磐启微100%股权。 四、经营 1、百通能源:拟通过全资子公司图达铝业与安哥拉共和国丹德港发展有限公司签订《投资意向协 议》,拟以自有及自筹资金约4亿美元对外投资,并设立全资公司百通图达(安哥拉)铝业有限公司。 2、普洛药业:与杭州德睿智药科技有限公司签订《战略合作框架协议》,开展CDMO项目的长期合 作。 3、诺德股份:拟对全资子公司青海电子2010年投资建设的二厂1.5万吨生产线设备实施更新改造,项目 总投资估算为人民币1.68亿元;改造完成后,生产范围将从原有设计规格为6-8微米及以上常规锂电铜 箔,拓展至具备4.5微米及以下高端锂电铜箔的量产能力。 五、业绩变动 1、国泰海通:2025年净利润为275.33亿元至280.06亿元,同比增加111%至115%。财富管理、机构与交 易等业务收入同比显著增长。 6、南亚新材:20 ...
电投产融:预计2025年净利润为30亿元至35亿元
Mei Ri Jing Ji Xin Wen· 2026-01-27 09:19
每经AI快讯,1月27日,电投产融(000958)(000958.SZ)发布2025年度业绩预告,预计归属于上市公司 股东的净利润为30亿元至35亿元,比上年同期(重组前)上升187.37%至235.26%。业绩变动主要系公司完 成重大资产重组,电投核能正式纳入2025年度合并报表范围,导致经营业绩大幅增加。 ...
电投产融:2025年净利同比预增187.37%-235.26%
Xin Lang Cai Jing· 2026-01-27 09:19
转自:智通财经 【电投产融:2025年净利同比预增187.37%-235.26%】智通财经1月27日电,电投产融(000958.SZ)发布 2025年度业绩预告,预计归属于上市公司股东的净利润为30亿元-35亿元,比上年同期(重组前)上升 187.37%-235.26%。业绩变动主要系公司完成重大资产重组,电投核能正式纳入2025年度合并报表范 围,导致经营业绩大幅增加。 ...