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九张罚单"剑指"新动力!公司被责令整改 七位高管被出具警示函
Xin Lang Zheng Quan· 2025-03-24 07:16
九张罚单"剑指"新动力!公司被责令整改 七位高管 被出具警示函 查看更多考评等级 3月24日,河北证监局连发九则公告,对雄安新动力科技股份有限公司(以下简称"新动力")采取责令 改正,对毛军亮、程芳芳、齐龙龙等七位相关责任人分别出具警示函的行政监管措施。 根据《证券法》第一百七十条第二款、《上市公司现场检查规则》(证监会公告〔2022〕21号)第二十 一条、《上市公司信息披露管理办法》(证监会令第182号)第五十二条的规定,河北证监局决定对新 动力采取责令改正的行政监管措施,对毛军亮等七人出具警示函。 责任编辑:孙同怀 一是公司长期治理混乱,董事长、董事对公司治理基本要求不清楚、不了解;董事会决策机制失效,独 立董事作用发挥不充分,审计委员会在财务报告编制过程中未勤勉尽责,对公司可能存在财务风险怠于 行使法定权利,不符合《创业板上市公司持续监管办法(试行)》(证监会令第169号)第四条、《上 市公司治理准则》(证监会公告〔2018〕29号)第二十五条的规定。 二是规范运作存在严重缺陷,股东大会召开不规范,董事会逾期未换届,股东大会、董事会会议记录不 完整,违反了《上市公司股东大会规则》(证监会公告〔2022〕 ...
九张罚单"围攻"新动力!公司被责令整改 七位高管被出具警示函
Xin Lang Zheng Quan· 2025-03-24 07:09
九张罚单"围攻"新动力!公司被责令整改 七位高管 被出具警示函 登录新浪财经APP 搜索【信披】查看更多考评等级 在信息披露层面上,新动力在2022年半年报、2022年年报、2023年半年报、2023年年报、2024年半 年报中,未按规定将普益石家庄股权投资基金管理中心(有限合伙)纳入合并报表,不符合《企业会计 准则第33号——合并财务报表》(财会〔2014〕10号)第七条、第八条、第九条及第十八条、第十九条 的规定,导致公司披露的2022年半年报、2022年年报、2023年半年报、2023年年报、2024年半年报存在 虚假记载,违反《上市公司信息披露管理办法》(证监会令第182号)第三条第一款的规定。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 3月24日,河北证监局连发九则公告,对雄安新动力科技股份有限公司(以下简称"新动力")采取 责令改正,对毛军亮、程芳芳、齐龙龙等七位相关责任人分别出具警示函的行政监管措施。 | 河北证监局关于对宋岩涛采取出具警示函行政监管措施的决定(行政监管措施决定书 ... | 2025-03-24 | | --- | --- | | 问北证监局关于 ...
激发中小企业创新动力
Zhong Guo Jing Ji Wang· 2025-03-14 22:15
Group 1 - The core viewpoint emphasizes that innovation is essential for enterprises, but many small and medium-sized enterprises (SMEs) are hesitant to innovate due to concerns about investment returns and market conditions [1] - Data indicates that in the past three years, SMEs have been more cautious and conservative in marketing and business expansion, focusing on the profitability of innovations [1] - The increasing competition and high entry barriers in core industrial chains hinder SMEs from keeping pace with innovation, as they often lack the necessary talent and financial support [1] Group 2 - To support technological innovation in SMEs, it is crucial to enhance entrepreneurs' awareness of the importance of innovation and to implement policies that facilitate innovation capabilities [2] - There is a need to address the practical challenges faced by SMEs in accessing policies, market opportunities, and protecting intellectual property, while also improving the service system for SMEs [2] - Creating a favorable development environment will encourage innovation among SMEs, which play a vital role in technology transfer and collaborative projects [2]
冰雪经济有望成内需增长新动力
Zhong Guo Jing Ji Wang· 2025-03-02 23:46
Core Insights - The 2024 Central Economic Work Conference emphasizes the development of the "ice and snow economy" as a new growth point for China's economy, with a projected total scale of 0.98 trillion yuan in 2024, growing at 8.0% year-on-year [1][2] - The successful hosting of the 2022 Beijing Winter Olympics has significantly boosted the ice and snow industry, increasing public awareness and market attractiveness, with the total scale expected to reach 1.07 trillion yuan by 2025 [2][3] - The ice and snow economy is entering a new development stage characterized by increased venue numbers, enhanced event diversity, and technological advancements [3][4] Development Trends - The number of ice and snow sports venues in China has increased to 2,847 in 2023, up by 395 from 2022, indicating a growing popularity among the general public [2][3] - The diversification of ice and snow events has expanded participation beyond professional athletes to include grassroots and family-oriented activities, fostering a broader consumer base [3][4] - The integration of technology in the ice and snow industry, including smart equipment and digital innovations, is expected to enhance operational efficiency and consumer experiences [5][6] Future Projections - By 2027, the total scale of the ice and snow economy is projected to reach 1.2 trillion yuan, with a further increase to 1.5 trillion yuan by 2030, driven by a shift towards a more inclusive consumer base [4][6] - The average annual growth rate of ice and snow consumption is expected to exceed 8% during the 14th Five-Year Plan period, becoming a new driver of domestic demand [5][6] - The expansion of ice and snow sports facilities is anticipated to reach third- and fourth-tier cities, broadening participation among diverse income groups and enhancing regional development [6]
新动力等投资成立科技公司 含生态环境材料业务
Group 1 - Beijing InnoRunyuan Technology Co., Ltd. has been established with a registered capital of 1 million yuan [1] - The legal representative of the company is Zhang Shujian [1] - The business scope includes ecological environment material sales, water environment pollution prevention services, water pollution control, and natural ecosystem protection management [1] Group 2 - The company is wholly owned by Beijing InnoGreen Technology Co., Ltd. [1] - Beijing InnoGreen Technology Co., Ltd. is jointly held by New Power and other stakeholders [1]
折叠屏行业-新产品将陆续面世-苹果入局注入行业新动力-AI-纪要
2025-02-21 02:39
Summary of Foldable Screen Industry Conference Call Industry Overview - The foldable screen industry is experiencing significant growth, with Huawei leading the market. In 2024, Huawei's sales are projected to reach 4.45 million units, capturing 48% of the domestic market share. Meanwhile, OPPO and Samsung are witnessing a decline in sales, indicating a trend where "the strong get stronger" due to differences in brand investment and technology [1][3][4]. Key Insights - Huawei has established a comprehensive product lineup across various price segments, from the budget-friendly nova series to high-end tri-fold models, catering to diverse consumer needs and solidifying its market position. It is expected that in 2025, the Android camp will focus on left-right foldable designs, with Huawei potentially launching a compact foldable device and innovative tablet products [1][5][7]. - The value growth in the foldable screen supply chain is notably driven by hinges and flat components, with the cost share of OLED screens increasing. Major suppliers include BOE and Visionox for screens, while domestic companies like Kaisi Technology provide UTG glass and OCA optical glue [1][8]. - The market's potential is influenced by the pricing of components and hardware from both the Android ecosystem and Apple's entry, which is anticipated to introduce variables into the market. The high technical requirements for hinges and flat components are expected to lead to significant value growth [1][9]. Market Dynamics - The foldable screen market is expected to be catalyzed by frequent innovations in the consumer electronics sector, particularly in the foldable screen niche. Key events in 2023 and 2024, such as Huawei's return to the foldable market and the anticipated release of innovative tri-fold phones, have already sparked market momentum [2]. - The anticipated launch of Apple's first foldable phone in 2026 is generating high expectations, with potential shipments reaching over a thousand units. Companies in Apple's supply chain, such as Lens Technology (UTG glass) and Amphenol (hinge design), are expected to benefit from this development [3][6][15]. Competitive Landscape - The disparity in resource investment and new product launches among major brands in the foldable screen market is evident. Companies that invest heavily and possess a rich product line and advanced technology are experiencing faster sales growth and larger market scales [4]. - The Android camp's focus for 2025 will be on left-right foldable designs, while some brands may reduce investment in up-down foldable models. Huawei is expected to launch a compact foldable device in March and potentially introduce a more affordable left-right foldable model by the end of the year [7][10]. Supply Chain Insights - The cost of components in foldable phones varies by folding design, with up-down foldable components costing around 100 yuan, while left-right designs may reach 150 to 200 yuan. Tri-fold designs will have even higher component value [10]. - MIM (Metal Injection Molding) technology is widely used in the hinges of foldable devices, with major suppliers including Dongmu Co., Jingyan Technology, and Tonglian Precision. The MIM industry is currently dominated by a few players capable of large-scale production, which may benefit from Apple's entry into the foldable market [11][12][13]. Future Outlook - The market anticipates significant growth in foldable phones, particularly with left-right designs, which show clear value enhancements in structural components like PCBs, frames, and batteries. The core focus remains on screen and hinge technologies, especially in addressing crease issues [17]. - Companies in Apple's supply chain, such as Lens Technology and those involved in hinge production, are expected to gain from the anticipated product launches. The overall market dynamics will be influenced by the successful resolution of technical challenges and the subsequent upgrades in hardware [16][18][19]. Investment Recommendations - Recommended investment targets include companies that are clearly positioned to benefit from core hardware developments, such as Dongmu Co., and those with high potential from a value perspective, like Lingyi Technology and Lens Technology. These companies have established roles in the supply chain and are under continuous monitoring [20].
折叠屏行业-新产品将陆续面世,苹果入局注入行业新动力
2025-02-20 17:54
Summary of the Conference Call on the Folding Screen Industry Industry Overview - The folding screen industry is experiencing significant catalysts this year, particularly in the Android segment, with a focus on Huawei and Apple’s supply chains [1][2] - The report aims to explore the overall industry situation and identify potential beneficiaries within the supply chain [1] Key Insights - **Market Share and Sales**: Huawei has a substantial market share in the folding screen segment, with sales of 4.45 million units in 2023, indicating strong performance in both domestic and global markets [2] - **Product Development**: There is a noticeable differentiation in resource allocation and product launches among leading companies, with a focus on various folding designs (horizontal, vertical, and tri-fold) [3] - **Market Dynamics**: The folding screen market is heavily influenced by Huawei's product releases, while Apple’s anticipated entry into the folding screen market is generating significant interest [4][5] - **Technological Advancements**: The industry is seeing improvements in display technology and durability, particularly in relation to Apple’s high standards for display quality and scratch resistance [6] Financial Metrics and Market Potential - The market's value is expected to evolve based on the pricing and component choices made by Apple, with a notable decrease in prices across the board for new models [7] - The cost structure of OLED screens is a critical factor, with the folding screen segment experiencing higher costs due to the complexity of the technology [8] - The average price of components varies significantly, with the cost of screens ranging from several hundred to over a thousand dollars depending on the design [9][10] Competitive Landscape - Key players in the supply chain include BOE and Visionox, with a focus on meeting the demands of major brands like Huawei [8] - The industry is consolidating around a few reliable suppliers capable of mass production and maintaining quality, which is crucial for meeting the anticipated demand from Apple [11][12] - Companies that have successfully scaled production and maintained high yield rates are positioned to benefit from Apple's potential entry into the folding screen market [12] Future Outlook - There is optimism regarding Apple’s folding screen product launch, with expectations of significant sales volumes in the first generation [14] - The industry is closely monitoring advancements in screen technology and hinge design, which are critical for the success of folding devices [17] - Recommended companies for investment include those closely tied to Huawei and those with potential to benefit from Apple's supply chain, such as Dongmeng Co. and other specialized manufacturers [18][19] Conclusion - The folding screen industry is poised for growth, driven by innovation and competitive dynamics between major players like Huawei and Apple. The focus on technological advancements and supply chain efficiency will be key to capturing market opportunities in the coming years [18][19]
甘肃武威:联合体成“催化剂” 羊产业添新动力
Zhong Guo Jing Ji Wang· 2025-02-12 01:29
Core Viewpoint - Wuwei, Gansu is recognized for its rich agricultural resources and is referred to as the "Golden Milk Source Base" and "Dairy Capital of Gansu" [1] Group 1: Industry Overview - Wuwei ranks first in Gansu for the breeding of cattle, sheep, and pigs, with agricultural added value maintaining this position for ten consecutive years [2] - The Wuwei Meat Sheep Industry Innovation Consortium has successfully passed its annual evaluation and continues to receive support from major technological projects in Wuwei [2] Group 2: Innovation Consortium - Established in 2023, the consortium aims to transform Wuwei from a major sheep farming city to a strong sheep farming city, contributing to the development of a 10 billion yuan meat sheep industry cluster [3] - The consortium is led by Gansu Yang Ruxiang Agricultural Co., Ltd. and includes a diverse team of 24 researchers from various universities and innovative enterprises [3][4] - The consortium focuses on building an innovation platform, conducting research, and nurturing talent, targeting key areas such as seed innovation and industrialization [4] Group 3: Research and Development - The consortium plans to support Gansu Yang Ruxiang Agricultural Co., Ltd. in applying for a project aimed at improving the quality and efficiency of the meat sheep industry in Wuwei [4] - Key research areas include high-throughput phenotyping, genomic breeding technology, and the development of new sheep breeds and efficient breeding techniques [7] Group 4: Economic Impact - The consortium aims to cultivate 1-2 leading sheep breeding enterprises in Gansu with an output value exceeding 100 million yuan, and to form a sheep industry cluster in Wuwei with a value exceeding 35 billion yuan [7] - The collaborative efforts of the consortium are expected to generate significant social and economic benefits, enhancing the competitiveness of sheep meat products in the market [8]
新动力(300152) - 关于公司及相关人员收到河北证监局行政监管措施决定书的公告
2025-01-27 09:42
雄安新动力科技股份有限公司 关于公司及相关人员收到河北证监局行政监管措施决定书的公告 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。 雄安新动力科技股份有限公司(以下简称"公司"、"新动力")近日收到中 国证券监督管理委员会河北监管局出具的《河北证监局关于对雄安新动力科技股 份有限公司采取责令改正行政监管措施的决定》(行政监管措施决定书〔2025〕 1 号、行政监管措施决定书〔2025〕2 号)、《河北证监局关于对程芳芳采取出 具警示函行政监管措施的决定》(行政监管措施决定书〔2025〕4 号)、《河北 证监局关于对齐龙龙采取出具警示函行政监管措施的决定》(行政监管措施决定 书〔2025〕5 号)、《河北证监局关于对宗冉采取出具警示函行政监管措施的决 定》(行政监管措施决定书〔2025〕8 号)、《河北证监局关于对宋岩涛采取出 具警示函行政监管措施的决定》(行政监管措施决定书〔2025〕9 号)、《河北 证监局关于对郭接见采取出具警示函行政监管措施的决定》(行政监管措施决定 书〔2025〕10 号)、《河北证监局关于对姜朋采取出具警示函行政监管措施的 决定》( ...
新一批消费券来袭 2025年消费市场再添新动力
Zhong Guo Jing Ji Wang· 2025-01-21 00:32
Group 1 - The core idea of the articles emphasizes the significant impact of consumption vouchers on stimulating market activity and increasing consumption, particularly among low-income groups [1][9] - The Chinese government is actively promoting consumption vouchers as a key policy tool to boost economic growth, especially in the cultural and tourism sectors, with various regions launching initiatives ahead of the Spring Festival [1][2] - The ice and snow economy is a focal point for new consumption vouchers, with regions like Inner Mongolia and Jilin investing millions to promote winter sports and tourism [2][3] Group 2 - The implementation of consumption vouchers has led to increased customer traffic in various sectors, such as restaurants and cinemas, with some establishments reporting over 30% growth in customer volume [4][5] - Payment platforms like WeChat Pay and Alipay are playing a crucial role in the distribution and management of consumption vouchers, facilitating seamless transactions and ensuring consumer protection [6][7] - The effectiveness of consumption vouchers is supported by research indicating that they can significantly enhance transaction activity, particularly in areas with a high proportion of tertiary industry [8][10] Group 3 - There are suggestions for improving the consumption voucher system, including the introduction of discount vouchers and flexible usage options to enhance consumer appeal [10] - The articles highlight the importance of ensuring that consumption vouchers do not create long-term low-price expectations among consumers, which could undermine their effectiveness [9][10] - The need for a balanced approach in the distribution of consumption vouchers is emphasized, targeting both low-income groups and emerging industries to foster inclusive economic growth [10]