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长青集团:10月13日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-14 00:50
每经头条(nbdtoutiao)——中科院博导带队,中国固态电池技术又有重大突破! (记者 王晓波) 每经AI快讯,长青集团(SZ 002616,收盘价:6.82元)10月14日早间发布公告称,公司第六届第三十 三次董事会会议于2025年10月13日在公司以现场与通讯方式召开。会议审议了《关于提前赎回"长集转 债"的议案》等文件。 2025年1至6月份,长青集团的营业收入构成为:环保产业占比99.44%,其他占比0.56%。 ...
长青集团(002616) - 北京市中伦(广州)律师事务所关于广东长青(集团)股份有限公司可转换公司债券提前赎回相关事项的法律意见书
2025-10-14 00:15
北京市中伦(广州)律师事务所 关于广东长青(集团)股份有限公司 可转换公司债券提前赎回相关事项的 法律意见书 二〇二五年十月 北京市中伦(广州)律师事务所 关于广东长青(集团)股份有限公司 可转换公司债券提前赎回相关事项的 法律意见书 致:广东长青(集团)股份有限公司 北京市中伦(广州)律师事务所(以下简称"本所")接受广东长青(集团) 股份有限公司(以下简称"公司"或"长青集团")委托,担任公司本次可转换公司 债券提前赎回事项(以下简称"本次赎回")的专项法律顾问。 本所律师根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华 人民共和国证券法》(以下简称"《证券法》")、《可转换公司债券管理办法》(以 下简称"《管理办法》")、《深圳证券交易所上市公司自律监管指引第 15 号—— 可转换公司债券》(以下简称"《自律监管指引第 15 号》")等法律法规和规范性 文件以及《广东长青(集团)股份有限公司公开发行 A 股可转换公司债券募集 说明书》(以下简称"《募集说明书》")的相关规定出具本法律意见书。 为出具本法律意见书,本所及本所律师作出如下声明: 法律意见书 1. 本所及本所律师对本法律意见书所 ...
长青集团(002616) - 第六届董事会第三十三次会议决议公告
2025-10-14 00:15
备查文件 广东长青(集团)股份有限公司(以下简称"公司")第六届董事会第三十 三次会议于 2025 年 10 月 13 日在公司以现场与通讯方式召开。本次会议为紧急 会议,按《广东长青(集团)股份有限公司章程》(以下简称"公司章程")规 定,经全体董事一致同意豁免本次会议通知的期限要求,并已在董事会议上就豁 免通知时限的相关情况做出说明。本次会议应到会董事 5 人,实际到会董事 5 人,公司高级管理人员列席了本次会议。本次会议的召集、召开和表决程序符合 有关法律、法规和《公司章程》的规定。会议由董事长何启强先生主持,经与会 董事认真审议,通过了以下议案: 一、审议通过《关于提前赎回"长集转债"的议案》 表决结果:同意 3 票 、反对 0 票、弃权 0 票;公司董事长何启强先生和董 事、总裁麦正辉先生因持有本次发行的可转换公司债券,在审议本议案时回避表 决。 本议案具体内容详见 2025 年 10 月 14 日刊登于《证券时报》及巨潮资讯网 (www.cninfo.com.cn)的《关于提前赎回"长集转债"的公告》。 特此公告。 | 证券代码:002616 | 证券简称:长青集团 | 公告编号:2025-048 ...
长青集团(002616) - 关于提前赎回长集转债的公告
2025-10-14 00:15
| | | 广东长青(集团)股份有限公司 关于提前赎回"长集转债"的公告 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。 特别提示: 1、"长集转债"赎回价格:101.151元/张(含当期应计利息,当期年利率为2%, 且当期利息含税),扣税后的赎回价格以中国证券登记结算有限责任公司深圳分公 司(以下简称"中登公司")核准的价格为准。 2、赎回条件满足日:2025年10月13日 3、"长集转债"停止交易日:2025年10月30日 4、"长集转债"赎回登记日:2025年11月3日 5、"长集转债"停止转股日:2025年11月4日 6、"长集转债"赎回日:2025年11月4日 7、赎回资金到账日(到达中登公司账户):2025年11月7日 8、投资者赎回款到账日:2025年11月11日 9、赎回类别:全部赎回 10、最后一个交易日可转债简称:Z长转债 11、根据安排,截至11月3日收市后仍未转股的"长集转债"将被强制赎回。本 次赎回完成后,"长集转债"将在深圳证券交易所摘牌,特提醒"长集转债"债券 持有人注意在限期内转股。债券持有人持有的"长集转债"如存在被质押或被冻 ...
公用环保 202510 第 2 期:多省发布“136 号文”承接文件,绿色甲醇生产路线梳理-20251013
Guoxin Securities· 2025-10-13 11:05
Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [1][6]. Core Insights - The report highlights the significant rise in the public utility and environmental indices, with the public utility index increasing by 3.45% and the environmental index by 1.49% during the week [1][31]. - The report emphasizes the ongoing support from national policies for renewable energy development, which is expected to stabilize profitability in the renewable energy sector [3][29]. Summary by Sections Market Review - The Shanghai Composite Index fell by 0.51%, while the public utility index rose by 3.45% and the environmental index by 1.49% [1][31]. - Within the electricity sector, coal-fired power increased by 7.83%, hydropower by 2.30%, and renewable energy generation by 3.72% [1][32]. Important Events - Multiple provinces have released documents related to the "136 Document" and initiated or completed bidding for new energy incremental project pricing mechanisms [1][23]. Investment Strategy - Recommendations include major coal-fired power companies like Huadian International and regional power companies like Shanghai Electric due to stable profitability [3][29]. - The report suggests investing in leading renewable energy companies such as Longyuan Power and Three Gorges Energy, as well as high-quality offshore wind companies [3][29]. - Nuclear power companies like China Nuclear Power and China General Nuclear Power are expected to maintain stable profitability [3][29]. - High-dividend hydropower stocks like Yangtze Power are recommended for their defensive attributes [3][29]. - The report also highlights investment opportunities in the environmental sector, particularly in water and waste incineration industries [3][30]. Key Company Earnings Forecasts - Huadian International (600027.SH) is rated "Outperform" with an expected EPS of 0.49 in 2024 and 0.62 in 2025 [5]. - Longyuan Power (001289.SZ) is also rated "Outperform" with an expected EPS of 0.76 in 2024 and 0.81 in 2025 [5]. - Recommendations extend to companies like Guangxi Energy and Funiu Co., which are positioned well in the renewable energy sector [5][30].
公用环保202510第2期:多省发布“136号文”承接文件,绿色甲醇生产路线梳理-20251013
Guoxin Securities· 2025-10-13 08:58
证券研究报告 | 2025年10月13日 公用环保 202510 第 2 期 优于大市 多省发布"136 号文"承接文件,绿色甲醇生产路线梳理 市场回顾:本周沪深 300 指数下跌 0.51%,公用事业指数上涨 3.45%,环 保指数上涨 1.49%,周相对收益率分别为 3.97%和 2.00%。申万 31 个一 级行业分类板块中,公用事业及环保涨幅处于第 4 和第 10 名。电力板 块子板块中,火电上涨 7.83%;水电上涨 2.30%,新能源发电上涨 3.72%; 水务板块上涨 5.55%;燃气板块上涨 7.05%;检测服务板块上涨 1.53%。 核心观点 行业研究·行业周报 公用事业 优于大市·维持 证券分析师:黄秀杰 证券分析师:郑汉林 021-61761029 0755-81982169 重要事件:截至 2025 年 10 月 12 日,全国已有多个省份公布"136 号文" 承接文件并启动或完成新能源增量项目机制电价竞价。本期梳理了全国 10 省级电网区域"136 号文"承接文件内容及部分区域新能源增量项目 机制电价竞价结果。 专题研究:绿色甲醇是指通过可再生资源制备的甲醇,其生产过程碳排 放显著降 ...
双碳跟踪:CCER方法学加速出台,累计单吨成交均价约86.4元
Changjiang Securities· 2025-10-13 02:13
Investment Rating - The report maintains a "Positive" investment rating for the environmental industry [13] Core Insights - Since 2024, China has accelerated the establishment of a national carbon market regulatory framework, with significant progress in the CCER (China Certified Emission Reduction) methodology since October 2023. As of September 2025, the cumulative transaction volume of CCER is approximately 2.43 billion yuan, with an average transaction price of 86.41 yuan per ton [2][6][8] Summary by Sections Carbon Emission Control System - The carbon emission control system is gradually improving, with a unified national carbon market being constructed. The market includes both the national carbon quota trading market (CEA) and the voluntary greenhouse gas emission reduction trading market (CCER), which operate independently but are interconnected through a quota offset mechanism [6][19][21] CCER Methodology Expansion - The CCER methodology has been continuously expanded, with four batches of methodologies released since October 2023. The first batch includes forestry carbon sinks and offshore wind power, while subsequent batches cover various energy-saving and emission reduction projects. As of September 2025, 29 voluntary emission reduction projects have been registered, with an expected annual reduction of 10.438 million tons [7][26][27] CCER Market Performance - The average transaction price of CCER is currently higher than that of CEA, reflecting a temporary supply-demand imbalance due to strict project approvals and limited issuance. The report anticipates that as the issuance of CCER increases and market mechanisms mature, prices will gradually return to a reasonable relationship. The average transaction price of CCER from January to September 2025 is 86.41 yuan per ton, while CEA's average is 69.29 yuan per ton [8][34] Benefits of Agricultural and Forestry Biomass Projects - The report highlights the potential benefits of agricultural and forestry biomass projects under the CCER framework. For instance, assuming a CCER price of 80 yuan per ton, companies like Changqing Group and China Everbright Green Environmental Protection could see significant revenue contributions from CCER sales, amounting to 139 million yuan and 384 million HKD, respectively [9][44][45] Investment Logic for CCER - The investment logic for CCER emphasizes the importance of additionality in projects, focusing on profitability compensation rather than mere emission reduction. Key areas of interest include carbon monitoring equipment and consulting services, as well as the acceleration of related industries such as biomass power generation and hydrogen energy [10][49]
长青集团(002616) - 关于2025年三季度可转债转股结果暨股本变动公告
2025-10-09 11:32
| 证券代码:002616 | 证券简称:长青集团 | 公告编号:2025-047 | | --- | --- | --- | | 债券代码:128105 | 债券简称:长集转债 | | 广东长青(集团)股份有限公司 关于 2025 年三季度可转债转股结果暨股本变动公告 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。 特别提示: 可转债转股情况:公司发行的"长集转债"自 2020 年 10 月 15 日起可转换 为本公司股份。截至 2025 年 9 月 30 日,累计已有人民币 55,449,800.00 元"长 集转债"转为公司 A 股普通股,累计转股股数为 10,663,097 股,占"长集转债" 转股前公司已发行普通股股份总额的 1.4373%。其中 2025 年 7 月 1 日到 2025 年 9 月 30 日期间,共有 54,507,700.00 元"长集转债"已转换成公司股票,转股数 为 10,522,130 股。 未转股可转债情况:截至 2025 年 9 月 30 日,尚未转股的"长集转债"金额 为人民币 550,480,800.00 元,占"长 ...
中国船燃成功完成浙江省首单船用绿色甲醇加注业务,关注四季度聚变装备招标需求释放 | 投研报告
Core Viewpoint - The report highlights the successful completion of China's first ship-based green methanol refueling operation at Ningbo Zhoushan Port, marking a significant milestone in the development of green fuel capabilities in the region [3]. Market Review - In September, the CSI 300 Index rose by 3.20%, while the public utility index increased by 0.41% and the environmental index by 0.77%. The relative monthly returns for these indices were -2.80% and -2.43% respectively [2]. - Among the 31 primary industry sectors, public utilities and environmental sectors ranked 13th and 11th in terms of growth. The environmental sector saw a 0.77% increase, while the electricity sector's thermal power rose by 2.34%, and hydropower fell by 3.08% [2]. Important Events - The successful refueling of the "COSCO Shipping Libra" with 230 tons of green methanol at Ningbo Zhoushan Port signifies the port's capability to handle LNG, biofuels, and methanol, enhancing its status as an international hub [3]. - This operation involved collaboration between China Ship Fuel, Zhejiang Port Group, and Ningbo Zhoushan Port Group, utilizing seven specialized methanol transport tankers and explosion-proof refueling equipment [3]. Investment Strategy - Public Utilities: Recommendations include Huadian International for thermal power, Longyuan Power and Three Gorges Energy for renewable energy, and China Nuclear Power for stable nuclear power operations [4][5]. - Environmental Sector: Focus on companies like China Everbright Environment and Zhongshan Public Utilities, as well as opportunities in the domestic waste oil recycling industry due to upcoming EU SAF policies [5].
公用环保2025年10月投资策略:中国船燃成功完成浙江省首单船用绿色甲醇加注业务,关注四季度聚变装备招标需求释放
Guoxin Securities· 2025-10-08 14:36
证券研究报告 | 2025年10月08日 公用环保 2025 年 10 月投资策略 优于大市 中国船燃成功完成浙江省首单船用绿色甲醇加注业务,关注四季度聚 变装备招标需求释放 市场回顾:9 月沪深 300 指数上涨 3.20%,公用事业指数上涨 0.41%,环 保指数上涨 0.77%,月相对收益率分别为-2.80%和-2.43%。申万 31 个一 级行业分类板块中,公用事业及环保涨幅处于第 13 和第 11 名。分板块 看,环保板块上涨 0.77%;电力板块子板块中,火电上涨 2.34%;水电 下跌 3.08%,新能源发电下跌 1.36%;水务板块上涨 1.27%;燃气板块上 涨 5.65%。 重要事件:中国船燃成功完成浙江省首单船用绿色甲醇加注业务。9 月 29 日,随着 7 台专业槽罐车通过防爆加注橇装设备将 230 吨绿色甲醇注 入停靠在宁波舟山港梅山港区 9 号泊位的"中远海运天秤座"轮,中国 船燃联合浙江省海港集团、宁波舟山港集团,在宁波梅山港区成功为"中 远海运天秤座"轮完成绿色甲醇加注,这标志着浙江省首单船用绿色甲 醇加注业务圆满落地。这一里程碑事件标志着宁波舟山港成为国内少数 同时具备 LNG ...