证券代码：300135 证券简称：宝利国际 公告编号：2025-045 江苏宝利国际投资股份有限公司 第六届董事会第二十一次会议决议公告 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。 一、董事会会议召开情况 江苏宝利国际投资股份有限公司（以下简称"公司"）第六届董事会第二十 一次会议于2025年5月19日以现场结合通讯表决方式在公司会议室召开。会议应 出席董事7名，实际参与表决董事7名。公司监事、部分高级管理人员列席了会议。 本次董事会已于会议召开3日前以书面方式通知各位董事。因原董事长周文彬先 生辞去董事及董事长职务，董事会成员共同推举刘俊先生主持本次董事会，公司 部分高级管理人员列席了会议。本次会议的召开符合《中华人民共和国公司法》 和《公司章程》等相关法律法规的有关规定，合法、有效。 二、董事会会议审议情况 1、审议并通过《关于选举公司第六届董事会董事长的议案》 因原董事长周文彬先生辞去董事及董事长职务，经与会董事慎重考虑，同意 选举刘俊先生为公司第六届董事会董事长。任期自本次董事会审议通过之日起至 公司第六届董事会届满为止。 表决结果：同意 7 票， ...

Core Viewpoint - The revised "Major Asset Restructuring Management Measures" by the China Securities Regulatory Commission introduces a "reverse linkage" mechanism for private equity funds, aiming to enhance their participation in mergers and acquisitions, which is expected to significantly boost the M&A market by 2025 [1][2]. Group 1: Policy Changes - The revised measures establish several first-time initiatives, including a simplified review process, adjusted regulatory requirements for share issuance in asset purchases, a phased payment mechanism, and the introduction of the "reverse linkage" arrangement for private equity funds [1]. - The "reverse linkage" mechanism allows for a reduction in the lock-up period for private equity funds, which can decrease their capital occupation costs and enhance capital turnover efficiency, thereby stimulating long-term investment [2]. Group 2: Market Impact - The policy is anticipated to alleviate liquidity pressures for private equity funds and improve the connection between the primary and secondary markets, making the primary market more attractive for long-term capital, particularly in the technology innovation sector [2]. - The implementation of the "reverse linkage" mechanism is expected to lead to the emergence of specialized M&A funds focused on acquiring listed companies, marking 2025 as a milestone year for domestic M&A fund growth [3]. Group 3: Industry Dynamics - The participation of venture capital and private equity firms in M&A activities is driven by the need to leverage professional value, find exit channels for invested projects, and explore new profit models [3]. - As the M&A market matures, a clearer professional differentiation among VC/PE firms is expected, with those possessing rich experience and specialized teams likely to gain a competitive edge [3].

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Baoli International, indicating a significant decline in revenue and net profit in the latest quarterly report [1][2] - Baoli International's stock closed at 3.91 yuan, with a price increase of 2.89%, resulting in a rolling price-to-earnings (PE) ratio of 170.55 times, which is substantially higher than the industry average of 43.83 times [1][2] - The company's total market capitalization is reported at 3.603 billion yuan, ranking it 154th in the chemical products industry based on PE ratio [1][2] Group 2 - As of March 31, 2025, Baoli International had 40,212 shareholders, a decrease of 4,975 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] - The main business activities of Baoli International include the production and sales of various types of modified asphalt products, as well as helicopter and aviation material sales, and investment in BT projects [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating revenue of 230 million yuan, a year-on-year decrease of 42.82%, and a net profit of 3.239 million yuan, down 26.61%, with a gross profit margin of 1.83% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Baoli International, indicating a significant decline in revenue and net profit in the latest quarterly report [1][2] - Baoli International's closing stock price is 3.8 yuan, with a rolling price-to-earnings (PE) ratio of 165.76, which is substantially higher than the industry average of 44.63 [1][2] - The company's total market capitalization is 3.502 billion yuan, ranking it 155th in the chemical products industry based on PE ratio [1][2] Group 2 - As of March 31, 2025, Baoli International has 40,212 shareholders, a decrease of 4,975 from the previous count, with an average holding value of 352,800 yuan per shareholder [1] - The main business of Baoli International includes the production and sales of various asphalt products, as well as helicopter and aviation material sales [1] - The latest quarterly report for Q1 2025 shows a revenue of 230 million yuan, a year-on-year decrease of 42.82%, and a net profit of 3.239 million yuan, down 26.61% from the previous year, with a gross margin of 1.83% [1]

Group 1: Business Strategies and Adjustments - The company plans to expand market coverage and optimize customer structure to address challenges in the asphalt business due to insufficient infrastructure construction and weak supply-demand dynamics in 2024 [1] - Strategic cooperation with industry leaders will be strengthened to enhance resource integration and service capabilities [1] - The company aims to leverage its platform for refinancing to support business growth and reduce financing costs [2] - A specialized futures team will be established to analyze market trends and mitigate risks associated with price fluctuations in asphalt commodities [2] Group 2: Financial Performance - In 2024, the company's revenue decreased by 8.23%, while net profit attributable to shareholders increased by 149.91%, indicating a turnaround from losses [2] - The company sold assets, including Sichuan Baoli Asphalt Co., and several helicopters, contributing to improved financial performance [2] - Cash flow from operating activities increased by 331.99% to 203 million yuan, driven by enhanced operational efficiency and better management of receivables and inventory [4] Group 3: Market Outlook and Predictions - The asphalt market is expected to experience wide fluctuations in 2025, influenced by macroeconomic factors and cyclical supply-demand changes [3] - The company anticipates a recovery in asphalt demand due to government policies aimed at boosting the economy and infrastructure projects [6] - Increased construction activities, particularly in road projects, are expected to support asphalt demand growth in 2025 [6] Group 4: Organizational and Structural Changes - The company has optimized its organizational structure to enhance operational efficiency and reduce costs [3] - Asset management has been improved through the sale of underperforming assets, which has also enhanced liquidity [3] - The company is focused on maintaining a flexible operational structure to adapt to market changes [5]

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Baoli International, indicating a significant decline in revenue and net profit in the latest quarterly report [1] - Baoli International's stock closed at 3.93 yuan, with a PE ratio of 171.43, marking a new low in 22 days, and a total market capitalization of 3.622 billion yuan [1] - The company ranks 154th in the chemical products industry, which has an average PE ratio of 43.74 and a median of 38.61 [1][2] Group 2 - For the first quarter of 2025, Baoli International reported an operating income of 230 million yuan, a year-on-year decrease of 42.82%, and a net profit of 3.239 million yuan, down 26.61% year-on-year [1] - The company's main products include general modified asphalt, high-strength structural asphalt, and aviation materials, with a focus on the production and sales of specialized asphalt products [1] - As of the first quarter of 2025, two institutions held shares in Baoli International, with a total holding of 20.98174 million shares valued at 841 million yuan [1]

Core Viewpoint - Eight A-share listed companies have failed to disclose their annual reports on time, with some actively pursuing delisting, while others face verification issues [1][2][3]. Group 1: Companies with Delayed Annual Reports - The eight companies include Yulong Co., AVIC Industry Finance, Puli Tui, ST Xinchao, Zitian Technology, Jinlitai, Tianmao Group, and *ST Hengli [2][3]. - Among these, Yulong Co., ST Xinchao, AVIC Industry Finance, and Tianmao Group have market capitalizations exceeding 10 billion yuan, with AVIC Industry Finance reaching 30.6 billion yuan [2]. - The remaining four companies have significantly lower valuations, with Jinlitai around 2 billion yuan and the others below 2 billion yuan [2]. Group 2: Reasons for Delayed Reports - Yulong Co. and AVIC Industry Finance are actively pursuing delisting, which prevents them from timely disclosing their 2024 annual reports [3]. - Puli Tui has received a decision from the Shenzhen Stock Exchange regarding the termination of its stock and convertible bonds [3]. - Jinlitai's delay is due to incomplete verification of financial information, while Tianmao Group and ST Xinchao require further information verification [3]. - *ST Hengli cited the need for additional information and delays from the auditing firm as reasons for its report delay [3]. - Zitian Technology failed to complete its audit due to not hiring an annual audit accountant [3]. Group 3: Stock Performance Amid Report Delays - Despite the report delays, ST Xinchao's stock price increased by 38.36% in April, possibly due to competitive takeover offers [4][5]. - In contrast, Tianmao Group and *ST Hengli experienced stock price declines after announcing their report delays, with Tianmao Group's stock hitting the limit down for two consecutive days [4][5]. - The overall market reaction indicates a divergence in investor sentiment, with some companies facing significant operational risks due to their inability to disclose reports on time [5].

Group 1 - The core viewpoint of the article highlights that Baoli International's stock price closed at 3.87 yuan, with a PE ratio of 168.81 times, significantly higher than the industry average of 45.59 times [1] - As of March 31, 2025, Baoli International had 40,212 shareholders, a decrease of 4,975 from the previous count, with an average holding value of 352,800 yuan per shareholder [1] - The main business of Baoli International includes the production and sales of various asphalt products, as well as helicopter and aviation material sales, and investment in BT projects [1] Group 2 - In the latest quarterly report for Q1 2025, Baoli International reported an operating revenue of 230 million yuan, a year-on-year decrease of 42.82%, and a net profit of 3.239 million yuan, down 26.61% year-on-year, with a gross profit margin of 1.83% [1] - The company ranks 154th in terms of PE ratio within the chemical products industry, which has an average PE of 45.59 times and a median of 38.06 times [2] - The total market capitalization of Baoli International is 3.567 billion yuan [1]

天眼查显示，该幼儿园成立于2 0 1 5年9月，为民办非企业单位，开办资金为3万元。股权穿透 显示，其属于云南世博阳光教育投资股份有限公司（简称"云南世博教育"，曾用名：云南世 博阳光幼儿投资股份有限公司）。 | 宝利国际 300135 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2 同花顺 F10 全面解读 全新体验 | | 最新价:3.79 | | 涨跌幅:0.00% | 上一个殿 | 下一个殿 | 输入股票名称或代码 | Q @ 换肤 | | 宝利国际 | 最新动态 | 公司资料 | 股东研究 | 经营分析 | 股本结构 | | 资本运作 | 盈利预测 | | 处理 300135 | 新闻公告 | 概念题材 | 主力持仓 | 财务分析 | 分红融资 | | 公司大事 | 行业对比 | | 十大流通股东 | | 股东人数 | | 十大股东 | 控股层级关系 | | | | | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | | 2024-03- ...

曲靖一幼儿园位列上市公司十大流通股东，啥情况？ 据上游新闻报道，4月29日，有网友在社交平台发帖称，自己在查看上市公司宝利国际（300135.SZ）披 露的一季报时惊讶地发现，"曲靖市马龙区康盛逸境阳光幼儿园"位列第十大流通股股东，持股181.74万 股，占流通股比例0.20%。 值得注意的是，云南世博教育旗下的另一家幼儿园也曾经出现在上市公司股东名单中。 据红星资本局报道，九鼎投资2023年年报显示，截至报告期末，曲靖市麒麟区阳光花园阳光幼儿园（简 称"阳光花园幼儿园"）持有公司139.38万股，新晋成为公司第七大股东。 天眼查显示，阳光花园幼儿园成立于2021年5月，位于云南省曲靖市麒麟区阳光花园南苑路90号，开办 资金为3万元，法定代表人是王爱平。梳理发现，阳光花园幼儿园是云南世博教育旗下的众多幼儿园之 一。 云南世博教育成立于2010年3月，注册资本2040.81万元，法定代表人是高艳琼。该公司目前有两大股 东，分别是云南长天教育科技有限公司和昆明长实企业管理有限公司，持股比例为51%和49%。 该帖迅速引起讨论，不少人留言称"幼儿园也太会理财了""这是开园带娃、闭园炒股的节奏吗"。 4月30日，宝利 ...