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九洲集团(300040) - 关于权益分派期间九洲转2暂停转股的提示性公告
2025-06-20 10:32
| 证券代码:300040 | 证券简称:九洲集团 公告编号:2025-061 | | --- | --- | | 债券代码:123089 | 债券简称:九洲转2 | 哈尔滨九洲集团股份有限公司 关于权益分派期间九洲转2暂停转股的提示性公告 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 哈尔滨九洲集团股份有限公司(以下简称"公司")将于近日发布 2024 年 度权益分派实施公告,根据《向不特定对象发行可转换公司债券募集说明书》中 "转股价格的调整方法及计算方式"条款的规定(详见附件),自 2025 年 6 月 23 日至本次权益分派股权登记日止,公司可转换公司债券(债券代码:123089; 债券简称:九洲转 2)将暂停转股,本次权益分派股权登记日后的第一个交易日 起恢复转股。在上述期间,公司可转换公司债券正常交易,敬请公司可转换公司 债券持有人留意。 特此公告。 附件: 《哈尔滨九洲集团股份有限公司向不特定对象发行可转换公司债券募集说 明书》中"转股价格的调整方法及计算公式"条款的规定: 在本次发行之后,当公司因派送股票股利、转增股本、增发新股或配股、派 送现 ...
九洲集团:围绕新能源发电拓展相关轻资产业务 未来不再新建生物质发电项目
Core Viewpoint - Jiuzhou Group is focusing on the smart distribution network and network energy sectors, positioning itself as a leading provider of new power and energy infrastructure, with a dual-engine business model combining renewable energy and smart equipment manufacturing [1][2]. Group 1: Business Overview - Jiuzhou Group has over 30 years of experience in the smart distribution network equipment industry, with core products including DC power supplies, ring network cabinets, and switchgear, primarily under its own brand [1][2]. - The company has a business structure that includes smart equipment manufacturing, renewable energy generation, and comprehensive smart energy, with a focus on both grid and non-grid customers [1]. Group 2: Strategic Focus and Growth Plans - The management aims to enhance the performance of the smart equipment manufacturing segment by increasing capacity utilization, improving gross margins through economies of scale, and investing in R&D and market expansion [2]. - A new large customer sales team is being established in Beijing by the end of 2023, with plans to build an overseas sales team by Q3 2024 [2]. - Jiuzhou Group has set a target for its smart distribution network business to achieve over 800 million yuan in orders for 2024, representing a year-on-year growth of over 30% [2]. Group 3: Renewable Energy Projects - The company currently has over 1 GW of capacity under construction and approximately 2 GW to 3 GW in the development stage, which is expected to support growth in its renewable energy generation segment over the next 3 to 5 years [3]. - Jiuzhou Group plans to maintain its equity capacity between 1.5 GW and 2 GW, focusing on long-term holdings while gradually selling off older projects [3]. Group 4: Biomass Power Generation Challenges - The biomass power generation sector is facing temporary issues such as fuel shortages, price fluctuations, and cash flow shortages, leading to a fixed asset impairment loss of 422 million yuan and an investment income loss of 68 million yuan [4][5]. - The company will not pursue new biomass power generation projects and will instead focus on optimizing existing projects by improving raw material supply systems and developing high-value-added products [5].
九洲集团(300040) - 关于实际控制人部分股份解除质押的公告
2025-06-16 07:54
2025年6月16日,哈尔滨九洲集团股份有限公司(以下简称"公司")收到控 股股东、实际控制人李寅先生关于解除质押其所持有的部分公司股份的通知, 获悉其所持有公司的部分股份解除质押,具体事项如下: (一)股东股份解除质押基本情况 关于实际控制人部分股份解除质押的公告 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。 | 股东名称 | 是否为控股 股东或第一 大股东及其 | 本次解除质 押股份数量 | 占其所持股 份比例 | 占公司总股 本比例 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行动人 | (万股) | | | | | | | 李寅 | 是 | 2,543.00 | 27.84% | 4.16% | 2024 年 7 月 17 日 | 2025 年 6 月 16 日 | 上海海通证券资 产管理有限公司 | | 李寅 | 是 | 465.30 | 5.09% | 0.76% | 2024 年 9 月 5 日 | 2025 年 6 月 16 日 | ...
九洲集团(300040) - 300040九洲集团投资者关系管理信息
2025-06-16 07:50
公司目前在建和已拿到指标容量超 1GW,正在开发阶段的项目容 量约 2GW-3GW。这些在手项目指标和储备项目足够在未来 3 至 5 年为 公司新能源发电业务板块提供持续的增长,本年一季度末公司与华电 合作的巴彦二期 100MW 风电项目已经完成并网发电,除此之外公司还 有众多在建/储备项目正处于有序进行建设和推进阶段。 证券代码:300040 证券简称:九洲集团 哈尔滨九洲集团股份有限公司投资者关系活动记录表 编号:2025-006 | 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 ( ) | | 参与单位名称及 | 陈玲-兴全基金固收部总监助理兼基金经理 | | 人员姓名 | 黄煜杰-兴全基金固收部研究员 | | | 薛怡然-兴全基金权益部基金经理助理 | | | 郝骞-光大证券 | | 时间 | 年 月 日 2025 6 13 | | 地点 | 哈尔滨 | | 上市公司参与人 | 董事会秘书 李真 | | 员姓名 | | | | 一、公司情况介绍 ...
九洲集团实控人方两日减持734万股 套现5422万元
Zhong Guo Jing Ji Wang· 2025-06-06 03:40
上海牧鑫私募基金管理有限公司-牧鑫天泽汇3号私募证券投资基金于6月4日到6月5日通过集中竞价方式 和大宗交易方式减持所持公司股份7,337,100股(占公司目前总股本的1.20%),持股数量由10,639,181股减 少至3,302,081股,占公司总股本的比例由1.74%减少至0.54%。减持后,实际控制人及一致行动人持股 数量由177,801,703股减少至170,464,603股,占公司总股本的比例由29.06%减少至27.86%,股东权益变 动触及1%的整数倍。 6月4日到6月5日,九洲集团的加权均价是7.39元,经计算,上海牧鑫私募基金管理有限公司-牧鑫天泽 汇3号私募证券投资基金的减持金额为5422万元。 九洲集团于5月9日披露了《关于股东减持计划的预披露公告》(公告编号:2025-051),公司控股股东一 致行动人上海牧鑫私募基金管理有限公司-牧鑫天泽汇3号私募证券投资基金计划在公告披露之日起15个 交易日后的3个月内(即2025年6月3日至2025年9月3日)以集中竞价方式,或者在公告披露之日起15个交 易日后的3个月内(即2025年6月3日至2025年9月3日)以大宗交易方式减持公司股份10 ...
九洲集团(300040) - 300040九洲集团投资者关系管理信息2025-006
2025-06-06 01:16
Company Overview - Jiuzhou Group was founded in 1993, focusing on smart distribution networks and energy sectors, and is a leading provider of new power and energy infrastructure [1] - The company is a national key high-tech enterprise and was successfully listed on the Chinese Growth Enterprise Market in 2010 (stock code: 300040) [1] - Jiuzhou Group has established three core business segments: smart distribution networks, new energy, and comprehensive energy services [2] Business Operations - The group manages over 40 subsidiaries across multiple provinces and regions in China, with a marketing service network covering 30 provinces and autonomous regions [2] - The company has been recognized as a key software enterprise and has received numerous honors, including being listed among the top 100 private technology companies in China [2] - Since 2015, Jiuzhou Group has transitioned from a pure equipment supplier to a modern intelligent manufacturing model, integrating products, engineering design, construction, financial services, and operation maintenance [2] Technological Advancements - The company has over 200 patents and has established a strong presence in more than 70 countries and regions [3] - As of December 2024, Jiuzhou Group has constructed, controlled, and held new energy power station capacity exceeding 2.7 GW, with an additional 1 GW in projects under construction [3] Financial Aspects - The company has over 1 billion CNY in overdue national subsidies, primarily for electricity subsidies, with delays typically ranging from 2 to 3 years [4][5] - The smart distribution network business has an order volume exceeding 800 million CNY in 2024, representing a year-on-year growth of over 30% [8] - The company aims for a revenue growth target of 30% in the smart distribution network segment and 10% in both new energy and comprehensive energy segments for 2025 [12] Market Outlook - The company anticipates significant growth in its export business over the next five years, driven by the demand for equipment upgrades in both domestic and international markets [6] - The management is optimistic about future growth due to the recovery of investment in the power grid and the transition of clean energy projects from development to construction phases [8] - The potential market for decentralized wind power and clean energy heating is substantial, with nearly 300 county-level administrative units and over 3,000 townships in Northeast China [11]
绿电直连新政落地!政策力挺就地消纳 电力板块“闻风起舞”
Xin Jing Bao· 2025-06-05 11:47
6月5日,多个电力板块迎来上涨。数据显示,南网电网系概念股涨4.52%,虚拟电厂概念股涨3.26%, 个股方面,南网能源(003035)(003035.SZ)涨停,协鑫能科(002015)(002015.SZ)涨3.86%。 《通知》显示,绿电直连项目以满足企业绿色用能需求、提升新能源就近就地消纳水平为目标。为此 《通知》规定,并网型项目整体新能源年自发自用电量占总可用发电量的比例应不低于60%,占总用电 量的比例应不低于30%,并不断提高自发自用比例,2030年前不低于35%,上网电量占总可用发电量的 比例上限则一般不超过20%。 在王永利看来,相比传统通过电网统筹调配的方式,绿电直连鼓励"就地生产、就地消纳",可有效降低 输电损耗、提升绿电消纳水平,也满足企业日益增长的绿色用能需求,尤其适用于园区、数据中心、制 造基地等高负荷主体。 主营新能源电站一体化综合解决方案的晶科科技(601778)(601778.SH)今年5月曾在交流活动上表 示,公司在开发方面聚焦开发优势,拓展源网荷储一体化、海上风电、风光制氢、抽蓄调峰、数据中心 等园区绿电直连合作在内的新模式,积极储备项目资源,蓄力发展,也做积极变现。 贝 ...
九洲集团(300040) - 关于控股股东、实际控制人及一致行动人股份变动比例触及1%整数倍的公告
2025-06-05 11:16
| 证券代码:300040 | 证券简称:九洲集团 公告编号:2025-059 | | --- | --- | | 债券代码:123089 | 债券简称:九洲转2 | 哈尔滨九洲集团股份有限公司 减持股份预披露的公告 本公司及监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。 哈尔滨九洲集团股份有限公司(以下简称"公司")于 2025 年 5 月 9 日在巨 潮资讯网(www.cninfo.com.cn)披露了《关于股东减持计划的预披露公告》(公 告编号:2025-051),公司控股股东一致行动人上海牧鑫私募基金管理有限公司 -牧鑫天泽汇 3 号私募证券投资基金计划在本公告披露之日起 15 个交易日后的 3 个月内(即 2025 年 6 月 3 日至 2025 年 9 月 3 日)以集中竞价方式,或者在本 公告披露之日起 15 个交易日后的 3 个月内(即 2025 年 6 月 3 日至 2025 年 9 月 3 日)以大宗交易方式减持本公司股份 10,639,181 股。 | 1.基本情况 | 上海牧鑫私募基金管理有限公司-牧鑫天泽汇 | 3 | 号 | | --- | ...
【私募调研记录】风炎投资调研九洲集团
Zheng Quan Zhi Xing· 2025-06-04 00:12
Group 1: Company Overview - Fengyan Investment Management Co., Ltd. was established on May 18, 2015, and registered as a private securities investment fund manager in August 2015, with a registration number of P1021448 [2] - As of the end of December 2020, the company had established and registered 16 private funds, with 14 funds currently under management, and a total management scale exceeding 4 billion yuan [2] - The company focuses on investment opportunities in convertible bonds, exchangeable bonds, and other hybrid securities, aiming to provide clients with stable and high-cost performance investment returns [2] Group 2: Core Business and Investment Strategy - The company has two main core businesses: convertible bond/exchangeable bond investment and stock investment, with a comprehensive research system covering primary and secondary markets [2] - Since 2017, the company has deeply engaged in convertible and exchangeable bond investments, completing investments exceeding several billion yuan, with annualized returns exceeding 20% for certain products [2] - The stock investment team has collaborated with shareholders to complete numerous equity issuance projects, investing nearly 30 billion yuan in stock investments, generating considerable returns for investors [2] Group 3: Recent Company Activities - Fengyan Investment recently conducted research on Jiuzhou Group, which reported an order amount exceeding 800 million yuan for its smart distribution network business, with a year-on-year growth of over 30% [1] - Jiuzhou Group has approximately 1 billion yuan in overdue national subsidies, with a low likelihood of not receiving these subsidies, and has a power generation asset capacity of 1.5-2 GW [1] - The company plans to build an overseas market team starting in Q3 2024, focusing on markets in the Far East, ASEAN, the Belt and Road Initiative, and BRICS countries [1]
九洲集团:推动装备制造业务增长 持续对海外机会保持关注
Core Viewpoint - Jiuzhou Group is a leading provider of new power and energy infrastructure, focusing on smart distribution networks and network energy, with a strong emphasis on the new energy industry chain [1] Group 1: Business Overview - Jiuzhou Group has three main business segments: smart equipment manufacturing, new energy generation, and comprehensive smart energy, forming a dual-engine business model of wind and solar energy plus smart equipment manufacturing [1] - The company has over 200 patents and its products are distributed in more than 70 countries and regions, showcasing a strong integration advantage across the industry chain [1] Group 2: New Energy Generation Capacity - As of the end of 2024, Jiuzhou Group's wind power capacity is 246 MW, a year-on-year increase of 100 MW, while solar power capacity remains at 298.6 MW [2] - The company expects to achieve over 1 billion kWh of electricity generation from its controlled wind and solar power stations in 2024, with high grid connection rates of 90%-95% for wind and 95%-97% for solar [2] Group 3: Strategic Focus and Growth Plans - The management aims to enhance the performance of the smart equipment manufacturing segment by increasing capacity utilization and investing in R&D and market expansion [2] - For 2024, the smart distribution network business is projected to have an order volume exceeding 800 million yuan, a year-on-year growth of over 30% [2] - Jiuzhou Group plans to maintain its equity capacity between 1.5 GW and 2 GW, focusing on long-term holdings of new projects while gradually selling older projects [3] Group 4: Project Development and Future Outlook - The company has over 1 GW of projects under construction or with secured indicators, and an additional 2 GW to 3 GW in the development phase, ensuring sustained growth for the new energy generation segment over the next 3 to 5 years [3] - Jiuzhou Group's revenue growth targets for 2025 are set at 30% for the smart distribution network business, 10% for the new energy generation business, and 10% for the comprehensive smart energy business [4]