Core Viewpoint - New筑股份 is planning a significant asset restructuring to address competition issues with its controlling shareholder, 四川蜀道清洁能源集团有限公司, by acquiring a 60% stake in it and divesting certain subsidiaries [1][4][7]. Group 1: Asset Restructuring Details - New筑股份 intends to acquire 60% of 四川蜀道清洁 and sell 100% of 四川发展磁浮科技有限公司 and 新筑交通科技有限公司 [1][4]. - The restructuring aims to eliminate competition between New筑股份 and its controlling shareholder, while also focusing on strengthening its core businesses in轨道交通 and光伏发电 [4][10]. - 四川路桥, a listed company with a market value of 806.5 billion, is involved in the asset transfer process [1][4]. Group 2: Financial Overview - As of the end of 2024, 四川蜀道清洁 has total assets of 308 billion and reported revenue of 1.17 billion with a net profit of 62.34 million [4][8]. - New筑股份 reported total revenue of 2.483 billion last year, with a net loss of 409 million, where轨道交通业务 accounted for over 50% of total revenue [8][10]. - The revenue from the bridge component business, primarily handled by 新筑交科, was 429.9 million, representing 17.94% of New筑股份' total revenue [10]. Group 3: Business Segments - New筑股份 operates in three main business segments:轨道交通,光伏发电, and桥梁功能部件, with the latter being the focus of the divestiture [4][10]. - The company has four main subsidiaries, with two of them being targeted for divestiture in the restructuring plan [8][10]. - The restructuring reflects an internal business reorganization within蜀道集团, which recently became the controlling shareholder of New筑股份 [10][11].

Group 1 - Company Sun Energy plans to repurchase shares worth between 100 million to 200 million yuan for cancellation, with a maximum repurchase price of 6.69 yuan per share [1] - Company Runyang Technology intends to invest up to 300 million yuan in Shanghai Fourier Intelligent Technology Co., with a pre-investment valuation of 8 billion yuan [1] - Company Heng Rui Medicine's subsidiary has received approval for clinical trials of SHR-4712 injection for treating advanced solid tumors [2] Group 2 - Company Lianhuan Pharmaceutical plans to increase capital by 60 million yuan for its wholly-owned subsidiary [2] - Company Hongchang Electronics' subsidiary plans to increase capital by 10 million USD for its other subsidiary [2] - Company Sichuan Meifeng intends to repurchase shares worth between 50 million to 70 million yuan for cancellation, with a maximum repurchase price of 10.07 yuan per share [2] Group 3 - Company Lian Micro plans to liquidate and deregister Jiaxing Kangjing Semiconductor Industry Investment Partnership [4] - Company Jiutian Pharmaceutical has received approval for clinical trials of PDX-04 drug for treating acute gout attacks [5] - Company Pingzhi Information has signed a framework agreement with China Telecom for a GPU computing power project worth approximately 246 million yuan [7] Group 4 - Company Jiu Zhi Tang's subsidiary has initiated Phase II clinical trials for new drug YB211 aimed at treating acute bacterial skin infections [8] - Company Fosun Pharma's subsidiary has received orphan drug designation for HLX22 for gastric cancer treatment in the EU [9] - Company Jianyou Co. plans to repurchase shares worth between 20 million to 40 million yuan for employee stock ownership plans [11] Group 5 - Company Zhi Zheng Co. announced the resignation of its vice president due to personal reasons [13] - Company He Mai Co. signed a cooperation agreement for household photovoltaic systems worth 1 billion yuan [14] - Company Jinan Intelligent's subsidiary won a project bid for electric vehicle charging stations, expected to positively impact performance [16] Group 6 - Company Gaotie Electric plans to distribute a cash dividend of 0.012 yuan per share [18] - Company Guyue Longshan plans to distribute a cash dividend of 0.08 yuan per share [18] - Company Yongmaotai's shareholders plan to reduce their holdings by up to 2.66% of the company's shares [19] Group 7 - Company Tian Cheng Technology's subsidiary received a land idle fee notice for 2.1658 million yuan due to project delays [20] - Company Guangri Co. appointed a new vice president and board secretary to enhance governance [21] - Company Design General Institute won multiple major projects totaling approximately 390 million yuan [22] Group 8 - Company Fuxie Environmental signed a significant contract worth 244 million yuan for a sewage treatment project [23] - Company Lujiazui announced the resignation of its vice chairman due to job transfer [24] - Company Three Squirrels' H-share issuance application has been accepted by the CSRC [24] Group 9 - Company Kanghong Pharmaceutical's subsidiary received approval for clinical trials of KH617 for glioblastoma treatment [25] - Company Xin Zhu Co. announced a suspension of trading to plan an asset acquisition from its controlling shareholder [26] - Company Jianxin Co. announced plans for share reductions by several directors and senior management [28]

Core Viewpoint - Sichuan state-owned assets are actively promoting asset integration, with New筑股份 planning asset sales and share issuance to address competition issues with its controlling shareholder [1][2] Group 1: Asset Restructuring - New筑股份 announced a major asset restructuring plan involving the acquisition of 60% equity in 四川蜀道清洁能源集团有限公司 (蜀道清洁) and the sale of 100% equity in 四川发展磁浮科技有限公司 and 成都市新筑交通科技有限公司 [2][4] - The restructuring aims to resolve competition issues between蜀道清洁 and New筑股份, with the transaction expected to constitute a significant asset restructuring and related party transaction [2][4] - The company is currently in the planning stage of the transaction, which involves issuing shares to purchase assets and may include raising matching funds [1][2] Group 2: Financial Performance - In 2024, New筑股份 is projected to generate revenue of 2.483 billion yuan, with the photovoltaic power generation business contributing 647 million yuan, accounting for 26.05% of total revenue [2] - The photovoltaic business has a gross profit margin of 60.34%, indicating strong profitability in this segment [2] Group 3: Business Operations - New筑股份' photovoltaic power generation business is primarily conducted through its subsidiary, 晟天新能源, which has invested in 22 photovoltaic power stations with a total installed capacity of 1,958.52 MW [3] - As of the end of last year, 1,237.53 MW of this capacity was operational, while 720.99 MW was under construction [3] - The company’s photovoltaic stations are mainly located in regions such as Sichuan, Hunan, Hebei, Shanxi, Gansu, Tibet, and Yunnan, with a focus on centralized power generation [3] Group 4: Shareholder Dynamics -蜀道集团 became the controlling shareholder of New筑股份 after acquiring 24.5% of the shares from 四川发展, which previously held a significant stake [4] - The transfer of shares was completed in mid-May, and蜀道集团 has indicated plans to address the competitive situation through asset restructuring and business adjustments [4]

①康弘药业：子公司四川弘合生物收到国家药监局签发的《药物临床试验批准通知书》，药品名称为注 射用KH617。 ②新筑股份：公司5月23日收到控股股东蜀道集团出具的函，为了尽快解决蜀道集团控制的四川蜀道清 洁能源集团有限公司与公司的同业竞争问题，蜀道集团拟以所持有的四川蜀道清洁能源集团有限公司 60%股权与公司进行资产重组，由公司通过发行股份及支付现金方式购买四川蜀道清洁能源集团有限公 司60%股权；同时，由公司向四川蜀道轨道交通集团有限责任公司出售四川发展磁浮科技有限公司 100%股权及对其享有的债权，向四川路桥建设集团股份有限公司（或其指定的子公司）出售成都市新 筑交通科技有限公司100%股权及对其享有的债权，并视具体情况募集配套资金。此次交易预计构成公 司重大资产重组。公司证券自5月26日开市时起停牌，停牌时间预计不超10个交易日。 午间公告：新筑股份停牌筹划购买控股股东旗下资产 智通财经5月26日电，今日午间公告主要有： ...

证券代码：002480 证券简称：新筑股份 公告编号：2025-041 公司预计在不超过 10 个交易日的时间内披露本次交易方案，即 在 2025 年 6 月 10 日前按照《公开发行证券的公司信息披露内容与格 式准则第 26 号——上市公司重大资产重组》的要求披露相关信息。 若公司未能在上述期限内召开董事会审议并披露交易方案，公司 证券最晚将于 2025 年 6 月 10 日开市起复牌并终止筹划相关事项，同 时披露停牌期间筹划事项的主要工作、事项进展、对公司的影响以及 后续安排等事项，充分提示相关事项的风险和不确定性，并承诺自披 成都市新筑路桥机械股份有限公司 关于筹划重大资产重组的停牌公告 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、停牌事由和工作安排 成都市新筑路桥机械股份有限公司（以下简称"公司"）正在筹 划资产出售及发行股份购买资产，并视具体情况募集配套资金（以下 简称"本次交易"），因有关事项尚存不确定性，为了维护投资者利益， 避免对公司证券交易造成重大影响，根据深圳证券交易所的相关规定， 经公司申请，公司证券（股票简称：新筑股份，股票代码 ...

Core Viewpoint - New筑股份 is planning to issue shares to acquire assets, leading to a temporary suspension of its stock trading, with expectations of an announcement regarding the acquisition soon [1][3] Group 1: Company Background - New筑股份, established in 2001 and listed in 2010, is currently controlled by 四川发展(控股) and is involved in public transportation components, rail transit, and photovoltaic power generation [3][4] - The controlling shareholder, 蜀道投资集团, is a large state-owned enterprise in Sichuan with total assets exceeding 1.5 trillion yuan and over 500 subsidiaries, including five listed companies [1][3] Group 2: Recent Developments - The stock of New筑股份 has seen a nearly 17% increase since May 16, following the announcement of the asset acquisition and the potential for industrial synergy [3] - The company has faced continuous losses over the past four years, with total losses amounting to 1.55 billion yuan from 2021 to 2024, and a loss of 18.06 million yuan in the first quarter of this year [4] Group 3: Financial Performance - New筑股份 has not met performance commitments from its acquisition of 四川晟天新能源, resulting in a cash compensation requirement of 13.21 million yuan from 四川发展(控股) [4] - The company has reported net profits of -233 million yuan, -566 million yuan, -342 million yuan, and -409 million yuan for the years 2021 to 2024, respectively [4]

金十数据5月26日讯，新筑股份于早间发布股票临时停牌公告，据披露，公司拟筹划发行股份购买资产 事项，待公司通过指定媒体披露相关公告后复牌。值得注意的是，新筑股份的控股股东为蜀道投资集团 有限责任公司。对于此次停牌，有投资者猜测新筑股份或收购蜀道集团旗下资产。记者以投资者身份致 电上市公司，工作人员表示，收购标的资产的公告或于午间发布，至于标的的具体信息请以公告为准。 （21财经） 收购资产来源于蜀道集团？新筑股份回应 ...

证券代码：002480 证券简称：新筑股份 公告编号：2025-040 成都市新筑路桥机械股份有限公司 关于收到业绩补偿款的公告 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、业绩补偿情况概述 成都市新筑路桥机械股份有限公司（以下简称"公司"）于 2025 年 4 月 26 日披露了《关于子公司业绩承诺实现情况、减值测试结果 及补偿方案暨关联交易的公告》（公告编号：2025-026）和《关于成 都市新筑路桥机械股份有限公司重大资产重组业绩承诺实现情况及 业绩承诺期满标的资产减值测试专项审核报告》。标的公司四川晟天 新能源发展有限公司 2022 年、2023 年、2024 年累计实现净利润（指 "扣除非经常性损益后归属于母公司股东的净利润"）为 35,886.01 万元，业绩承诺实现率 98.64%，未实现业绩 493.99 万元。根据业绩 承诺补偿约定，业绩承诺方四川发展（控股）有限责任公司（以下简 称"四川发展（控股）"）应在收到公司书面通知后 15 个工作日内以 现金方式补偿公司 13,214,493.98 元。 二、业绩补偿承诺履行情况 款 13, ...

证券代码：002480 证券简称：新筑股份 公告编号：2025-039 成都市新筑路桥机械股份有限公司 关于股东权益变动进展暨公司控股股东 变更的公告 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。 成都市新筑路桥机械股份有限公司（以下简称"公司" ）于 2025 年 3 月 27 日披露了《简式权益变动报告书》 《详式权益变动报告书》。 为深入推进新型工业化，加快建设现代化产业体系，进一步落实深化 国资国企改革，推进国有经济布局优化和结构调整，响应国有企业资 产专业化整合要求，蜀道投资集团有限责任公司（以下简称"蜀道集 团"）和四川发展（控股）有限责任公司（以下简称"四川发展（控 股） "）一致同意，将四川发展（控股）持有的公司 66,113,770 股股 份（占公司总股本的 8.60%）、四川发展轨道交通产业投资有限公司 （以下简称"四川发展轨交投资"，其持有公司 122,333,000 股股份， 占公司总股本的 15.90%）100%股权无偿划转至蜀道集团。 本次权益变动后，公司控股股东将由四川发展（控股）变更为蜀 道集团，实际控制人仍为四川省国资委。 ...

证券代码：002480 证券简称：新筑股份 公告编号：2025-039 成都市新筑路桥机械股份有限公司 关于股东权益变动进展暨公司控股股东 变更的公告 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。 2025 年 5 月 19 日，中国证券登记结算有限责任公司出具《证券 过户登记确认书》，四川发展（控股）持有的公司 66,113,770 股股份 （占公司总股本的 8.60%）已过户至蜀道集团，过户日期 2025 年 5 月 16 日。 一、权益变动情况 成都市新筑路桥机械股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日披露了《简式权益变动报告书》《详式权益变动报告书》。 为深入推进新型工业化，加快建设现代化产业体系，进一步落实深化 国资国企改革，推进国有经济布局优化和结构调整，响应国有企业资 产专业化整合要求，蜀道投资集团有限责任公司（以下简称"蜀道集 团"）和四川发展（控股）有限责任公司（以下简称"四川发展（控 股）"）一致同意，将四川发展（控股）持有的公司 66,113,770 股股 份（占公司总股本的 8.60%）、四川发展轨道交通产业 ...