ZJAMP.(002758)

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每周股票复盘:浙农股份(002758)转让华通医药100%股权,回购股份进展顺利
Sou Hu Cai Jing· 2025-06-07 05:50
Core Viewpoint - Zhejiang Nong Group Co., Ltd. is actively optimizing its asset portfolio and enhancing operational efficiency through strategic transactions and share repurchase initiatives [2][3]. Group 1: Company Announcements - Zhejiang Nong Group announced the transfer of 100% equity of its wholly-owned subsidiary, Zhejiang Huato Medicine Group Co., Ltd., to Zhejiang Yingtai Pharmaceutical Co., Ltd. for a price of 36.91 million yuan. This transaction does not constitute a related party transaction or a major asset reorganization and is subject to antitrust review [2]. - The asset evaluation of Huato Medicine showed a total asset value of 74.85 million yuan with a valuation increase rate of 33.16%, and a net asset value of 36.91 million yuan with a valuation increase rate of 102.03% [2]. - The company has repurchased 11,888,937 shares, amounting to a total transaction value of 100.45 million yuan, with the highest transaction price being 8.70 yuan per share and the lowest at 7.19 yuan per share [3][5]. Group 2: Financial Performance - As of June 6, 2025, Zhejiang Nong's stock price closed at 9.23 yuan, reflecting a 1.21% increase from the previous week, with a total market capitalization of 4.813 billion yuan [1]. - The company ranks 10th out of 19 in its sector and 3040th out of 5148 in the overall A-share market [1].
浙农股份(002758) - 关于股份回购进展情况的公告
2025-06-04 11:03
证券代码:002758 证券简称:浙农股份 公告编号:2025-030 号 浙农集团股份有限公司 关于股份回购进展情况的公告 因公司实施 2024 年年度权益分派,公司回购股份价格上限由不超过人民币 11.14 元/股调整为不超过人民币 10.85 元/股。具体内容详见 2025 年 5 月 27 日公 司在《证券时报》《证券日报》和巨潮资讯网(www.cninfo.com.cn)披露的《关 于调整回购股份价格上限的公告》(公告编号:2025-028)。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等有关规定,公司应当在回购期间每个月的前三个交易日内 披露截至上月末的回购进展情况。现将公司截至上月末的回购股份进展情况公告 如下: 一、回购股份的进展情况 截至 2025 年 5 月 31 日,公司通过股份回购专用证券账户以集中竞价方式回 购公司股份数量为 11,888,937 股,占公司总股本比例 2.28%,最高成交价为 8.70 元/股,最低成交价为 7.19 元/股,成交总金额 100,449,350.50 元(不含交易费用)。 本次回购符合公司回购股份方案及相 ...
浙农股份: 关于以公开挂牌方式转让全资子公司股权的进展公告
Zheng Quan Zhi Xing· 2025-06-03 10:29
Transaction Overview - Zhejiang Nong Group Co., Ltd. is transferring 100% equity of its wholly-owned subsidiary, Zhejiang Huato Pharmaceutical Group Co., Ltd. (Huato Pharmaceutical), through a public listing on the Zhejiang Stock Exchange [1][2] - The transfer price is set at 36,910.00 million RMB, which aligns closely with the asset valuation of 36,909.52 million RMB determined by an asset appraisal report [2][3] - The transaction does not require shareholder approval as it does not constitute a major asset restructuring under relevant regulations [1][3] Financial Assessment - As of December 31, 2024, Huato Pharmaceutical's total assets were valued at 56,206.95 million RMB, with an assessed value of 74,847.00 million RMB, resulting in a value increase of 18,640.05 million RMB, or 33.16% [2] - The net asset value was assessed at 36,909.52 million RMB, reflecting a 102.03% increase from its book value of 18,269.47 million RMB [2] Buyer Information - The buyer, Zhejiang Yinte Pharmaceutical Co., Ltd., is a limited liability company established on October 28, 1998, with a registered capital of 42,600.00 million RMB [3][4] - Yinte Pharmaceutical is fully owned by Zhejiang Yinte Group Co., Ltd. and has no related party transactions with Zhejiang Nong Group [6] Purpose and Impact of the Transaction - The transaction aims to optimize resource allocation, enhance operational efficiency, and focus on the core business of agricultural comprehensive services [10] - Post-transaction, Huato Pharmaceutical will no longer be included in the consolidated financial statements of Zhejiang Nong Group, which is expected to improve the company's profitability and core competitiveness [10]
浙农股份(002758) - 关于以公开挂牌方式转让全资子公司股权的进展公告
2025-06-03 10:00
证券代码:002758 证券简称:浙农股份 公告编号:2025-029 号 浙农集团股份有限公司 关于以公开挂牌方式转让全资子公司股权的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、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、浙农集团股份有限公司(以下简称"公司")通过浙江产权交易所(以下 简称"浙交所")以公开挂牌方式转让公司全资子公司浙江华通医药集团有限公司 (以下简称"华通医药")100%股权(以下简称"本次交易")。经浙交所审核及公 司确认,确定浙江英特药业有限责任公司(以下简称"英特药业")为合格受让方, 公司与英特药业签订股权交易合同,转让价格为 36,910.00 万元。 2、本次交易不构成关联交易,不构成《上市公司重大资产重组管理办法》 规定的重大资产重组,无需股东会审议。 3、本次交易需中国反垄断审查机构经营者集中审查,交易尚存在不确定性, 敬请广大投资者注意投资风险。交易完成后,公司将不再持有华通医药股权,华 通医药不再纳入公司合并报表范围。 一、交易概述 为进一步优化资源配置,提升公司经营效率,聚焦农业综合服务主业,公司 于 2025 年 5 月 1 ...
供销社概念下跌0.53%,主力资金净流出10股
Zheng Quan Shi Bao Wang· 2025-05-29 09:25
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]
英特集团拟竞拍华通医药提高市占率 降本增效重组次年扣非5.1亿增26%
Chang Jiang Shang Bao· 2025-05-28 23:47
Core Viewpoint - The company intends to enhance its market position through the acquisition of Zhejiang Huato Medicine Group Co., Ltd. by its wholly-owned subsidiary, Zhejiang Yinte Pharmaceutical Co., Ltd. [2][4] Group 1: Acquisition Details - Zhejiang Yinte Pharmaceutical plans to participate in the auction for 100% equity of Huato Medicine with a starting price of 369 million yuan [2][4] - Huato Medicine is a wholly-owned subsidiary of Zhejiang Nongfu Co., Ltd., which aims to focus on its core agricultural services by selling the pharmaceutical unit [2][6] - The transaction is expected to improve the company's bargaining power with suppliers and influence over end consumers in the Zhejiang market [2][7] Group 2: Financial Performance - In 2024, the company reported a revenue of 33.352 billion yuan, a year-on-year increase of 4.05%, and a net profit of 526 million yuan, up 7.53% [2][8] - The net profit after deducting non-recurring items was 510 million yuan, reflecting a significant growth of 25.74% [2][8] - The pharmaceutical wholesale segment generated 29.933 billion yuan in revenue, a 2.9% increase, while the retail segment achieved 3.178 billion yuan, growing by 15.46% [9] Group 3: Strategic Importance of Huato Medicine - Huato Medicine has a strong presence in the grassroots public medical market, and its retail chain is among the top 100 in the pharmaceutical retail sector [7] - The acquisition aligns with the company's strategic planning and business development needs, facilitating high-quality growth [7] - The transaction is also seen as a response to recent industry policy adjustments and market consolidation trends [6][7]
浙农股份(002758) - 关于调整回购股份价格上限的公告
2025-05-26 09:31
证券代码:002758 证券简称:浙农股份 公告编号:2025-028 号 浙农集团股份有限公司 关于调整回购股份价格上限的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 一、回购股份基本情况 浙农集团股份有限公司(以下简称"公司")于 2024 年 9 月 13 日召开第五届 董事会第七次会议和第五届监事会第七次会议,审议通过了《关于股份回购方案 的议案》,同意公司以集中竞价交易方式回购部分公司已发行的人民币普通股(A 股)股票,用于实施股权激励计划或员工持股计划。本次回购股份的资金总额不 低于人民币 1 亿元(含)且不超过人民币 2 亿元(含),回购股份价格不超过人 民币 11.14 元/股(含)。回购股份的实施期限为自公司董事会审议通过本次回购 股份方案之日起 12 个月内。具体内容详见 2024 年 9 月 14 日、2024 年 9 月 20 日公司在《证券时报》《证券日报》和巨潮资讯网(www.cninfo.com.cn)披露 的《关于股份回购方案的公告》(公告编号:2024-038)、《回购股份报告书》 (公告编号:2024-040)。 二 ...
供销社概念涨1.53%,主力资金净流入这些股
Zheng Quan Shi Bao Wang· 2025-05-21 09:11
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]
浙农股份: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-20 09:12
Group 1 - The company Zhejiang Agricultural Group Co., Ltd. has announced its 2024 annual profit distribution plan, which includes a cash dividend of RMB 3.00 per 10 shares for all shareholders, excluding shares held in the repurchase account [1][2] - The total amount of cash dividends to be distributed is RMB 152,853,108.60, calculated based on the total share capital of 521,399,299 shares, after deducting the repurchased shares [2][3] - The record date for the distribution is set for May 26, 2025, and the ex-dividend date is May 27, 2025 [2][3] Group 2 - The cash dividend distribution will be subject to different tax rates for various types of shareholders, with a specific mention of the treatment for Hong Kong investors and domestic investors [2][3] - The company clarifies that shares held in the repurchase account will not participate in the profit distribution, affecting the calculation of the per-share cash dividend [3] - The adjusted ex-dividend price will be calculated by subtracting the per-share cash dividend of RMB 0.2931594 from the closing price on the record date [3]
浙农股份(002758) - 2024年年度权益分派实施公告
2025-05-20 09:00
浙农集团股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 特别提示: 截至本公告披露日,浙农集团股份有限公司(以下简称"公司")回购专用证 券账户持有的回购股份 11,888,937 股不参与公司 2024 年年度权益分派,本次实 际分红的总金额为 152,853,108.60 元,以公司总股本 521,399,299 股折算的每 10 股现金红利(即分红总额/总股本*10)为 2.931594 元;本次权益分派实施后的除 权除息参考价=股权登记日收盘价-0.2931594 元/股。 证券代码:002758 证券简称:浙农股份 公告编号:2025-027 号 公司 2024 年年度权益分派方案已获 2025 年 5 月 16 日召开的 2024 年度股东 会审议通过,现将权益分派事宜公告如下: 一、股东会审议通过权益分派方案等情况 1、公司 2024 年度股东会审议通过的利润分配方案为:以未来实施分配方案 时股权登记日的总股本扣除公司回购专用证券账户中的股份数量为分配基数,分 配比例不变,向全体股东每 10 股派发 ...