九洲集团（300040）公告，实际控制人的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2025年6月3日至2025年9月2日期间，以集中竞价或大宗交易方式减持不超过 1063.92万股，占公司总股本的1.7644%。此外，股东李斌和卢志国分别计划减持62995股，各占公司总 股本的0.0104%。减持原因系股东自身资金需求。 ...

1、持有哈尔滨九洲集团股份有限公司（以下简称"公司"或"本公司"）股 份 10,639,181 股（占本公司总股本比例 1.7644%）的实际控制人的一致行动人上 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 2 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 2 日）以大宗交易方式减持本公司股份 10,639,181 股（占本公司总股本比例 1.7644%）。 2、持有本公司股份 251,980 股（占本公司总股本比例 0.0418%）的股东李斌 先生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 2 日）以集中竞价方式减持本公司股份 62,995 股（占本公司总股本 比例 0.0104%）。 3、持有本公司股份 251,980 股（占本公司总股本比例 0.0418%）的股东卢志 国先生计划在本公告披露之日起 15 个交易日后的 ...

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：2025-001 | 投资者关系活 | □特定对象调研 | □分析师会议 | | | --- | --- | --- | --- | | 动类别 | □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 | 王建伟-汇百川基金 | | | | 及人员姓名 | 于航-北京中凯兴邦资产管理公司 | | | | | 柘雨函-昊泽致远投资管理有限公司 | | | | | 钟津莹-华创自营 | | | | | 黄逸凡-富荣基金 | | | | | 曹伟-金信基金 | | | | | 冯健饶-麻王集团 | | | | | 喻明-华安证券 | | | | | 申琳-天风证券 | | | | | 黄自成-辰峰资本 | | | | | 邓童-招商基金 | | | | | 纪成纬-广发证券 | | | | | 杨温迪-广发证券 | | | | | 欧阳仕华-国信证券 | | | | | 万欢-荣信泰私募基金 | | | ...

九洲集团：近日中标可克达拉金海生物科技有限公司60万吨玉米深加工项目氨基酸发酵车间及淀粉糖车 间低压柜及附属设备采购订单，中标金额1279.29万元。 ...

Core Viewpoint - The company reported a significant increase in revenue for 2024, but also faced substantial losses in net profit, indicating challenges in profitability despite revenue growth [1] Group 1: Financial Performance - In 2024, the company achieved operating revenue of 1.481 billion, a year-on-year increase of 22.09%, but reported a net profit attributable to shareholders of -545 million, a year-on-year decrease of 678.26% [1] - For Q4 2024, the company recorded operating revenue of 508 million, a year-on-year increase of 24.14%, with a net profit attributable to shareholders of -618 million, indicating a significant loss [1] Group 2: New Energy Projects - The company accelerated the development of new energy projects, successfully connecting the 100MW wind power project and starting construction on two 250MW solar power projects, leading to a 136.41% increase in new energy engineering revenue to 115 million [2] - The gross margin for new energy engineering increased by 45.14 percentage points to 62.62% [2] Group 3: Future Plans and Investments - The company plans to invest 1 billion in its subsidiaries in 2025 to support the construction of wind and solar projects, aiming to enhance its operational capacity in new energy [3] - By the end of 2024, the company held wind and solar power station capacities of 246MW and 298.6MW, respectively, with total electricity generation reaching 609 million and 448 million kWh [3] Group 4: Asset Management and Strategy - The company recorded a 422 million impairment loss on biomass assets due to industry policy and raw material price impacts, but aims for the biomass power station business to reach breakeven or slight profit through cost control and increased non-electric revenue [4] - The company is actively acquiring distributed wind resource indicators, with several new projects approved in 2024 [4]

Investment Rating - The report maintains an "Accumulate" rating for the company [4]. Core Viewpoints - The company reported a revenue of 1.481 billion yuan in 2024, a year-on-year increase of 22.09%, but a net profit attributable to shareholders of -545 million yuan, a significant decline of 678.26% [1]. - The company is actively advancing the construction of renewable energy projects, with a notable increase in revenue from its renewable energy engineering business, which grew by 136.41% to 115 million yuan, and a gross margin increase of 45.14 percentage points to 62.62% [2]. - The company plans to invest 1 billion yuan in its subsidiaries in 2025 to support the construction of wind and solar projects, aiming to enhance its power generation business [3]. - The company has made provisions for asset impairment in its biomass business amounting to 422 million yuan, which is expected to optimize its asset structure and potentially lead to breakeven or slight profit in the biomass power station business [4]. Summary by Sections Financial Performance - In 2024, the company achieved a revenue of 1.481 billion yuan, with a growth rate of 22.09% compared to 2023. However, the net profit attributable to shareholders was -545 million yuan, reflecting a drastic decline of 678.26% [1][5]. - The revenue for Q4 2024 was 508 million yuan, marking a year-on-year increase of 24.14%, but the net profit was -618 million yuan, indicating substantial losses [1]. Renewable Energy Projects - The company successfully connected the 100MW wind power project in Tailai to the grid and commenced construction on two 250MW photovoltaic projects, contributing to a significant increase in revenue from renewable energy projects [2]. - By the end of 2024, the company held a total of 246MW of wind power and 298.6MW of photovoltaic capacity, with total electricity generation reaching 1.447 billion kWh [3]. Investment and Future Outlook - The company plans to focus on the construction and operation of renewable energy power stations, with a total investment of 1 billion yuan planned for its subsidiaries in 2025 [3]. - The report projects net profits for 2025-2027 to be 92 million yuan, 141 million yuan, and 167 million yuan respectively, with a downward adjustment of 46% and 27% for the first two years [4][5].

Market Overview - The A-share market experienced fluctuations with mixed performance among the three major indices, resulting in 71 stocks hitting the daily limit up and 64 stocks failing to do so, leading to an overall limit-up rate of 64.96% [1] Top Gainers - Huayin Power had the highest limit-up order volume at 710,700 hands, followed by Dongbei Group and Nanguo Real Estate with limit-up order volumes of 525,400 hands and 442,400 hands respectively [2] - In terms of limit-up order amounts, seven stocks exceeded 100 million yuan, with Tuo Wei Information, Dongbei Group, and Huayin Power leading at 503 million yuan, 357 million yuan, and 301 million yuan respectively [2] Electric Power Sector - The electric power sector saw a collective surge with several stocks hitting the limit up, including Huayin Power, Xichang Power, Huadian Liaoning Energy, Changyuan Power, Mingxing Power, and Shaoneng Co [3] - Huayin Power is noted as the only listed power generation financing platform in Hunan, primarily engaged in power production and sales, including wind power business [3] Electric Power Equipment Sector - The electric power equipment sector also had notable gainers, including Bofei Electric, Jiuzhou Group, Jixin Technology, and Zhongdian Xinlong [5] - Bofei Electric is recognized as a leading domestic provider of electrical insulation materials, capable of offering complete insulation system designs tailored to wind turbine specifications [5] Computing Power Sector - The computing power sector featured stocks such as Hongbo Co., Zhongdian Xinlong, Tianyu Digital Technology, ST Guangwang, and Tuo Wei Information hitting the limit up [6] - Hongbo Co. operates a subsidiary that is the sole designated operator of the AI Innovation Empowerment Center in Beijing, collaborating with Nvidia across various fields [6] Investment Trends - Tuo Wei Information recorded a net purchase of 729 million yuan on the day, leading the net buying list, followed by Satellite Chemistry and Jiuzhou Group with net purchases of 685 million yuan and 196 million yuan respectively [7] - Among institutional special seats, Tuo Wei Information, Satellite Chemistry, and Jiuzhou Group were the top three in net purchases, amounting to 139 million yuan, 95.9 million yuan, and 41.8 million yuan respectively [7]

Core Viewpoint - The green power sector has shown a positive performance with a 1.35% increase, ranking 7th among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Stock Performance - 211 stocks within the green power sector experienced gains, with notable performers including Jiuzhou Group, which hit a 20% limit up, and Huayin Power, Huadian Energy, and Dongbei Group also reaching their limit up [1]. - Other significant gainers included Tianfu Energy, Chengfa Environment, and Leshan Power, which rose by 9.13%, 8.33%, and 7.15% respectively [1]. - Conversely, stocks such as Xingguang Co., Shengyuan Environmental Protection, and Jinming Precision Machinery faced declines of 9.76%, 5.91%, and 5.70% respectively [1]. Group 2: Capital Inflow - The green power sector attracted a net inflow of 1.756 billion yuan, with 133 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2]. - Jiuzhou Group led the inflow with 388 million yuan, followed by Mingxing Power and Changyuan Power with inflows of 384 million yuan and 192 million yuan respectively [2]. - The top stocks by net inflow ratio included Dongbei Group, Huayin Power, and Huangshi Group, with net inflow ratios of 70.07%, 69.64%, and 44.50% respectively [3].

具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买二，买入金额4576.45万元，卖出金 额397.21万元，合计净买入4179.24万元。 资金流向方面，今日该股主力资金净流入3.88亿元，其中，特大单净流入4.50亿元，大单资金净流出 6202.08万元。近5日主力资金净流入3.63亿元。（数据宝） 九洲集团4月25日交易公开信息 九洲集团今日涨停，全天换手率43.12%，成交额15.34亿元，振幅20.90%。龙虎榜数据显示，机构净买 入4179.24万元，营业部席位合计净买入1.55亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%、日换手率达43.12%上榜，机构专用席位净 买入4179.24万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.99亿元，其中，买入成交额为2.47亿 元，卖出成交额为5107.19万元，合计净买入1.96亿元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中信建投证券股份有限公司北京东城分公司 | 10116.29 | 91.7 ...

Market Overview - The Shanghai Composite Index closed at 3295.06 points, slightly below the five-day moving average, with a change of -0.07% [1] - The total trading volume of A-shares reached 1,137.01 billion yuan [1] Stocks Performance - A total of 514 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Jiuzhou Group (300040) with a deviation rate of 14.05% and a daily increase of 19.97% [1] - Zhejiang Huayuan (301535) with a deviation rate of 9.07% and a daily increase of 17.75% [1] - Nanguo Real Estate (002305) with a deviation rate of 7.92% and a daily increase of 10.32% [1] Detailed Stock Data - The following stocks have notable performance metrics: - Jiuzhou Group: Latest price 7.81 yuan, five-day moving average 6.85 yuan, turnover rate 43.12% [1] - Zhejiang Huayuan: Latest price 20.90 yuan, five-day moving average 19.16 yuan, turnover rate 58.83% [1] - Nanguo Real Estate: Latest price 1.39 yuan, five-day moving average 1.29 yuan, turnover rate 3.51% [1] - Other stocks with significant increases include: - Pulaia (603605) with a 10% increase and a deviation rate of 7.86% [1] - Fangda Group (000055) with a 9.95% increase and a deviation rate of 7.53% [1]