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操盘必读:影响股市利好或利空消息_2025年12月30日_财经新闻
Xin Lang Cai Jing· 2025-12-29 23:27
Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies will not be allowed to deduct advertising and promotional expenses from taxable income from January 1, 2026, to December 31, 2027 [3] - The People's Bank of China has introduced a plan to strengthen the management and service system for digital RMB, which will start paying interest on wallet balances at the rate of current deposits from January 1, 2026, marking a transition from "digital cash" to "digital deposit currency" [3] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [3] - The Asset Management Association of China reported that the total scale of public funds reached 37.02 trillion yuan by the end of November 2025, marking the eighth historical high this year [3] - The Southern Power Grid announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, 2025, marking the full completion of Guangxi's first pumped storage power station [3] Company News - Ganfeng Lithium announced that it has been transferred to the procuratorate for prosecution due to suspected insider trading [5] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has completed a share buyback plan amounting to 3 billion yuan, with no increase in the market supply of Moutai 1935 in 2026 [6][6] - Longpan Technology announced that its subsidiary will reduce production for maintenance on some lithium iron phosphate production lines starting January 1, 2026 [6] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [6] - ST Panda announced that it has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [6] - Haisheng Pharmaceutical announced that its invested company has completed the first patient enrollment for the Phase II clinical trial of the innovative drug NWRD06, targeting a specific liver cancer marker [6] - Tianjian Technology expects a negative net profit for 2025 and revenue below 300 million yuan, which may lead to a delisting risk warning [6] - Tianpu Co. announced no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders [6] - Guodian Power announced a joint investment with CATL in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [6] - Hongwei Technology signed a strategic cooperation agreement with a leading domestic company in the transmission field to jointly research GaN power semiconductor devices [6] - 吉祥航空 plans to purchase 25 Airbus A320 series aircraft for 4.1 billion USD, with delivery scheduled between 2028 and 2032 [6][6] - Spring Airlines plans to purchase 30 Airbus A320neo series aircraft for no more than 4.128 billion USD [6][6] - Huazhi Co. announced the termination of the acquisition of 51% of Zhongke Huilian [6] - Wenkong Energy announced a stock suspension for investigation due to significant short-term price increases [6] - Roman Co. signed a contract for a computing power service project worth approximately 156 million yuan [6] - International Composite announced plans to invest 1.693 billion yuan in a project to produce 36 million meters of high-frequency high-speed electronic fiber cloth annually [6]
陆家嘴财经早餐2025年12月30日星期二
Wind万得· 2025-12-29 22:50
1. 贵金属市场遭遇"黑色星期一"。 周一现货白银亚市早盘历史首次突破80美元/盎司关口,并迅速冲高逼近84美元关口,涨幅接近6%。 但随后行情急转 直下,纽约市场盘中一度大跌超11%。白银跳水带动其他贵金属同步下挫,现货钯金一度暴跌17%,现货铂金跌15%,现货黄金跌超5%。 国内铂金、钯 金双双封跌停;沪银尾盘跳水,回吐全部日内10%涨幅, 夜盘进一步下跌8.74%;沪金收盘跌近1%,夜盘进一步下跌4%。 COMEX黄金期货收跌4.45%报 4350.2美元/盎司,COMEX白银期货收跌7.2%报71.64美元/盎司。 2. 中国将成为首个为央行数字货币计息的经济体。中国人民银行出台数字人民币行动方案,新一代数字人民币计量框架、管理体系、运行机制和生态体系 将于2026年1月1日正式启动实施。 届时,数字人民币钱包余额将按照活期存款计付利息,数字人民币将从"数字现金时代"迈入"数字存款货币"时代。 1. 12月29日开始,中国人民解放军东部战区组织陆军、海军、空军、火箭军等兵力,位台湾海峡、台岛北部、台岛西南、台岛东南、台岛以东等区域,组 织"正义使命-2025"演习, 重点演练海空战备警巡、夺取综合制权 ...
天奇自动化工程股份有限公司第九届董事会第十一次(临时)会议决议公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002009 证券简称:天奇股份 公告编号:2025-081 天奇自动化工程股份有限公司 第九届董事会第十一次(临时)会议 决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 天奇自动化工程股份有限公司(以下简称"公司")第九届董事会第十一次(临时)会议通知于2025年12 月22日以通讯方式发出,会议于2025年12月29日上午10:00以现场与通讯相结合的方式召开。本次会议 应出席董事9名,实际出席会议董事9名,会议由董事长黄斌先生主持,全体高级管理人员列席本次会 议。参加会议的董事符合法定人数,董事会的召集、召开及表决程序符合有关法规及《公司章程》的规 定。 二、董事会会议审议情况 1、审议通过《关于补选第九届董事会审计委员会委员的议案》,9票赞成,0票反对,0票弃权。 同意补选职工代表董事郭绪浩先生为公司第九届董事会审计委员会委员,与祝祥军先生(主任委员)、 崔春先生共同组成第九届董事会审计委员会,任期自本次董事会审议通过之日起至第九届董事会任期届 满之日止。 ( ...
每天三分钟公告很轻松 | 五矿发展拟购买五矿矿业股权、鲁中矿业股权 30日起停牌
五矿发展(600058):拟购买五矿矿业股权、鲁中矿业股权 30日起停牌;紫光国微:筹划购买瑞能半 导控股权或全部股权 30日起停牌;*ST熊猫:因涉嫌信息披露违法违规被证监会立案;胜通能源:股价 短期内涨幅较大 30日起停牌核查…… 聚焦一:五矿发展:拟购买五矿矿业股权、鲁中矿业股权 30日起停牌 2025年12月29日,公司收到实际控制人中国五矿集团有限公司(以下简称"中国五矿")《关于筹划重大 资产重组事项的通知》,初步考虑拟由公司通过资产置换、发行股份及支付现金方式购买控股股东五矿 股份持有的五矿矿业控股有限公司(以下简称"五矿矿业")股权、鲁中矿业有限公司(以下简称"鲁中 矿业")股权,并募集配套资金。公司拟置出资产为原有业务相关的主要资产及负债(除保留资产、负 债外)。本次交易预计构成重大资产重组及关联交易,同时不构成实际控制人变更,不构成重组上市。 经公司向上海证券交易所申请,公司股票自2025年12月30日(星期二)开市起停牌,公司预计停牌时间 不超过10个交易日。 聚焦二:紫光国微:筹划购买瑞能半导控股权或全部股权 30日起停牌 公司正在筹划以发行股份及支付现金的方式,购买南昌建恩半导体产业 ...
今日晚间重要公告抢先看——上纬新材具身智能机器人业务仍处产品开发阶段,未实现量产及规模化销售 龙蟠科技控股子公司部分磷酸铁锂产线减产检修,预计减少磷酸铁锂产量5000吨左右
Jin Rong Jie· 2025-12-29 14:28
Group 1 - The core point of the news is that several companies are making significant announcements regarding their business operations, including product development, investments, and acquisitions [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26] Group 2 - Company Upwind New Materials is still in the product development stage for its embodied intelligent robot business and has not achieved mass production or large-scale sales, which is expected to have no positive impact on its 2025 performance [2] - Longpan Technology's subsidiary will reduce production of lithium iron phosphate by approximately 5,000 tons due to maintenance, which is not expected to significantly impact the company's 2026 performance [8] - Spring Airlines plans to purchase 30 Airbus A320neo aircraft, with a total transaction value not exceeding $4.128 billion [17] - Longbai Group's subsidiary will introduce strategic investors and implement a capital increase of 2 billion yuan, primarily to repay bank loans [2] - Xiamen Tungsten's subsidiary plans to acquire 100% of German Mimatic Tool Company for a base price of 10 million euros [3] - Huahan Co. will invest 68.25 million yuan to establish a private equity fund focused on commercial aerospace [4] - Limin Co. has received a production license for "Fluopyram" from Jiangsu Province, which is expected to positively impact future operations [5] - Yinlun Co. plans to increase capital in its subsidiaries for the construction of production bases in Mexico and Sichuan [6] - New Jinlu's subsidiary plans to invest in mining and smelting projects with an estimated total investment of 496 million yuan [8] - Guiguan Electric Power intends to acquire 100% of Datang Tibet Energy Development Co. and China Datang Group ZDN Clean Energy Development Co. for 2.025 billion yuan [8] - Macro Micro Technology has signed a strategic cooperation agreement with a leading domestic company to jointly research GaN power semiconductor devices [9] - Tianqi Co. plans to raise up to 977 million yuan for the development of intelligent systems for the automotive industry [9] - Nanchin Technology intends to sign an agreement with a related party for the development of IP [9] - New Phoenix Ming plans to participate in the auction for a 35% stake in the Dushan Port Development Company for a base price of 259 million yuan [10] - Yonghui Supermarket plans to publicly transfer 28.095% of its stake in Yonghui Yunjin Technology [11] - Financial Securities has received approval from the CSRC to publicly issue bonds totaling up to 15 billion yuan [12] - Guangdong Yuedian's Dapu Power Plant Phase II project has been put into commercial operation with a total investment of 8.122 billion yuan [12] - Huaxin Environmental Protection's subsidiary plans to invest in a bonded remanufacturing project in Hainan with an estimated total investment of 350 million yuan [13] - Baodi Mining intends to purchase 87% of Congling Energy for 685 million yuan [13] - Tianjian Technology has signed a price adjustment agreement for military products, expecting a negative impact on net profit of approximately 209 million yuan [14] - Acolyte has successfully validated and begun bulk supply of a new product for the optical lens field [14] - Huayi Co. has terminated the acquisition of 51% of Zhongke Huilian due to a lack of consensus on key terms [15][16] - Ningbo Huaxiang's subsidiary has signed a strategic cooperation agreement with Qianxing Future to strengthen collaboration in the field of embodied intelligent robots [17] - Tianpu Co. has clarified that it has no plans to engage in AI-related business [17] - Chang'an Automobile plans to raise up to 6 billion yuan for the development of new energy vehicles and smart platforms [20] - Sijia Technology intends to acquire 20% of Guangcai Xincheng for 275 million yuan [21][22] - Wukuang Development plans to purchase shares of Wukuang Mining and Luzhong Mining, with its stock suspended from trading [22] - Guizhou Moutai's major shareholder has completed its shareholding increase plan, acquiring approximately 2.0714 million shares [23] - ST Dongtong's stock will resume trading and enter a delisting period [24] - ST Dongyi has completed the capital increase and will resume trading [25]
贵州茅台控股股东完成30亿元增持;*ST熊猫涉嫌信披违规被证监会立案丨公告精选
今日焦点 贵州茅台:控股股东茅台集团累计30亿元增持公司股份本次增持计划已实施完毕 贵州茅台公告称,公司控股股东中国贵州茅台酒厂(集团)有限责任公司已完成增持计划,本次增持计 划已实施完毕。累计增持2,071,359股,占公司总股本的0.17%,增持金额为30亿元。增持完成后,茅台 集团及一致行动人合计持有公司7.09亿股,占总股本的56.63%。 吉祥航空:拟41亿美元购买25架空客A320系列飞机 吉祥航空公告称,公司拟与空客公司签订《飞机购买协议》,购买25架空客A320系列飞机,交易价格 41亿美元。经国家批准认可后,空客公司将于2028年至2032年分批向公司交付上述飞机。 华立股份:终止收购中科汇联51%股份 华立股份公告称,公司原拟通过现金方式收购中科汇联51%的股份。本次交易自启动以来,公司严格恪 守约定,积极推进审计评估等各项前期尽调工作,及时履行信息披露义务。但交易各方未能就交易核心 条款达成共识,公司于近期已收到标的公司股东方面送达的终止本次收购意向的《函》。为维护公司及 全体股东的合法权益,经公司审慎研究,决定终止本次收购。 华立股份10月29日晚间公告,拟以自有或自筹资金现金方式收购 ...
12月29日重要资讯一览
重要的消息有哪些 1.国务院关税税则委员会发布关于2026年关税调整方案的公告,自2026年1月1日起,对部分商品的进口 关税税率和税目进行调整。其中,继续给予43个与我建交的最不发达国家100%税目产品零关税待遇, 实施特惠税率。其中,关税配额商品仅将配额内关税税率降为零,配额外关税税率不变。 神剑股份(002361):公司商业航天应用领域业务收入占比较小。 2.中国人民银行出台《关于进一步加强数字人民币管理服务体系和相关金融基础设施建设的行动方 案》,新一代数字人民币计量框架、管理体系、运行机制和生态体系将于2026年1月1日正式启动实施。 根据方案部署,从2026年1月1日起,数字人民币钱包余额将按照活期存款计付利息。 3.据财政部数据,2025年1—11月,全国国有及国有控股企业(国有企业)营业总收入同比增长1.0%,利润 总额同比下降3.1%。 4.市场监管总局部署2026年重点任务。持续深化公平竞争治理,加力破除行政性垄断,加强反垄断反不 正当竞争执法,深入整治"内卷式"竞争;推动提高经营主体发展质量,完善市场准入退出制度,提升经 营主体信用水平,强化知识产权和商业秘密保护;强化平台经济常态化监管 ...
天奇股份(002009.SZ):拟定增募资不超过9.77亿元
Ge Long Hui A P P· 2025-12-29 13:41
格隆汇12月29日丨天奇股份(002009.SZ)公布,拟定增募集资金总额不超过人民币97,684.12万元,募集 资金在扣除相关发行费用后的募集资金净额将全部用于汽车装备智能制造基地建设项目、面向汽车行业 应用的机器人具身智能系统研发中心建设项目、补充流动资金。 ...
12月29日晚间公告 | 国际复材拟17亿建设电子纤维布项目;天奇股份定增加码机器人项目
Xuan Gu Bao· 2025-12-29 12:04
Suspension and Resumption - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, leading to a stock suspension [1] Mergers and Acquisitions - Xiamen Tungsten's subsidiary, Xiamen Jinlu, intends to acquire 100% equity of German company Mimatic and increase its capital [2] - Sega Technology plans to invest 275 million yuan to increase capital in Guangcai Xincheng and acquire a 20% stake in the company, which focuses on optical communication technology [2] External Investments and Daily Operations - Tianqi Co. plans to raise no more than 977 million yuan for the construction of a robotics intelligent system R&D center aimed at the automotive industry [3] - State Power Investment Corporation's subsidiary collaborates with CATL to jointly invest in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [3] - Jingye Intelligent plans to establish a controlling subsidiary focusing on advanced nuclear energy systems [3] - Ningbo Huaxiang's subsidiary signs a strategic cooperation agreement with Qianxing Future to enhance collaboration in embodied intelligent robotics [4] - Juneyao Airlines intends to purchase 25 Airbus A320 series aircraft for 4.1 billion USD [4] - Nongshang Environment signs a contract worth 132 million yuan for an integrated hardware and software computing power cluster [4] - International Composite plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [5] - Roman Co.'s subsidiary signs a contract for a computing power service project worth approximately 156 million yuan [6] - Guiguan Electric plans to acquire 100% equity of Datang Tibet Energy Development Co., Ltd. and China Datang Group ZDN Clean Energy Development Co., Ltd. for 2.025 billion yuan [6] - China Duty Free's wholly-owned subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport [7] - Haisheng Pharmaceutical participates in the innovative drug NWRD06 injection, which has completed the enrollment of the first subject in Phase II clinical trials, targeting liver cancer [7] - Hongwei Technology signs a strategic cooperation agreement with a leading domestic company in the transmission field, focusing on joint research of GaN power semiconductor devices [7]
天奇股份拟定增股票募资不超9.77亿元
智通财经网· 2025-12-29 11:04
智通财经APP讯,天奇股份(002009.SZ)发布2025年度向特定对象发行A股股票预案,本次发行股票募集 资金总额不超过人民币9.77亿元,募集资金在扣除相关发行费用后的募集资金净额将全部用于以下项 目:汽车装备智能制造基地建设项目、面向汽车行业应用的机器人具身智能系统研发中心建设项目以及 补充流动资金。 ...