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晚间公告丨7月30日这些公告有看头
第一财经· 2025-07-30 13:21
Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational updates, financial performance, and corporate governance changes. Group 1: Corporate Announcements - Happiness Blue Sea expects that the film "Nanjing Photo Studio" will not have a significant impact on its operating performance due to its low investment ratio [3] - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project, with a total construction period of 91 months [4][5] - Yunnan City Investment elected Cui Kai as the new chairman following the resignation of Kong Weiran [6] - San Chao New Materials is planning a change in control, leading to a temporary suspension of its stock [7] - Hongxiang Co., Ltd.'s actual controller Yang Cheng has been granted bail pending trial, but this will not affect the company's daily operations [8] - Digital Certification will change its controlling shareholder to Beijing Data Group following a transfer of state-owned shares [9] - Pengding Holdings reported normal recent operations with no undisclosed significant matters [10] - Dongjie Intelligent is undergoing a potential change in its actual controller due to a planned transfer of fund shares [11] - Jin Chengzi is planning to acquire 55% of Samit’s equity, leading to a temporary stock suspension [13] - Dongxin Co., Ltd. has not yet generated revenue from its newly developed chip products [14] - Hehua Co., Ltd. is planning a change in control, with stock suspension expected [15] Group 2: Financial Performance - CATL reported a 33.02% year-on-year increase in net profit for the first half of the year, with total revenue of 178.886 billion yuan [18] - XGIMI expects a net profit of 88.6622 million yuan for the first half of the year, a significant increase of 2062.33% [19] - Changjiang Electric Power achieved a net profit of 12.984 billion yuan in the first half of the year, up 14.22% year-on-year [20] - Jinhe Biological reported a net profit of 138 million yuan for the first half of the year, a 51.52% increase [21] - Nanchip Technology anticipates a net profit decrease of 35.09% to 47.03% for the first half of the year, despite revenue growth [22] Group 3: Project and Contract Updates - Tengda Construction won a bid for the Taizhou Luqiao District Jin Qing Fishing Port shore protection project, with a bid amount of 56.0634 million yuan [23] - Sinopec Oilfield Services won a construction contract worth 3.597 billion yuan for a natural gas pipeline project [24] Group 4: Shareholding Changes - Hato Co., Ltd. announced that its shareholder Dazheng Group plans to reduce its stake by up to 1% [25] - Jiangbolong's actual controller and some directors committed not to reduce their holdings within 12 months [26] - Wansheng Co., Ltd. announced a planned reduction of up to 500,000 shares by a shareholder [27] - Desheng Technology's actual controller plans to reduce holdings by up to 3% [28] - Guangwei Composite's controlling shareholder intends to reduce its stake by up to 1.21% [30] Group 5: Fundraising Activities - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement to fund store upgrades and logistics improvements [31]
三超新材(300554.SZ):正筹划公司控制权变更事项 7月31日起停牌
Ge Long Hui A P P· 2025-07-30 10:27
Group 1 - The company, SanChao New Materials (300554.SZ), is planning to change its control, which has prompted the need for fair information disclosure to protect investor interests and avoid abnormal stock price fluctuations [1] - In response to this situation, the company has applied to the Shenzhen Stock Exchange for a suspension of its stock trading, effective from July 31, 2025, with an expected suspension duration of no more than 2 trading days [1]
三超新材(300554) - 关于筹划公司控制权变更事项的停牌公告
2025-07-30 10:15
南京三超新材料股份有限公司 证券代码:300554 证券简称:三超新材 公告编号:2025-040 关于筹划公司控制权变更事项的停牌公告 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。 息披露义务。待上述事项确定后,公司将及时发布相关公告并申请复牌。 敬请广大投资者关注后续公告,并注意投资风险。 特别提示: 1、南京三超新材料股份有限公司(以下简称"三超新材"或"公司")正在筹 划公司控制权变更相关事宜,为保证公平信息披露,维护投资者利益,避免造成公 司股价异常波动,经公司向深圳证券交易所申请,公司股票(证券简称:三超新材, 证券代码:300554)自 2025 年 7 月 31 日(星期四)开市起开始停牌,预计停牌时 间不超过 2 个交易日。 2、本次交易事项能否最终实施完成及实施结果尚存在不确定性。敬请广大投资 者关注后续公告并注意投资风险。 南京三超新材料股份有限公司正在筹划公司控制权变更相关事宜,为保证公平 信息披露,维护投资者利益,避免造成公司股价异常波动,根据《深圳证券交易所 创业板股票上市规则(2025 年修订)》《深圳证券交易所上市公司自律监管 ...
三超新材:筹划公司控制权变更事项 股票31日起停牌
人民财讯7月30日电,三超新材(300554)7月30日晚间公告,公司正在筹划公司控制权变更相关事宜, 公司股票自2025年7月31日(星期四)开市起开始停牌,预计停牌时间不超过2个交易日。 ...
三超新材(300554) - 关于有关当事人因非本公司事项受到中国证监会行政处罚的公告
2025-07-18 10:22
南京三超新材料股份有限公司 关于有关当事人因非本公司事项受到中国证监会行政处罚的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有 虚假记载、误导性陈述或重大遗漏。 南京三超新材料股份有限公司(以下简称"公司")近日收到公司董事兼财务 总监姬昆先生转来其收到中国证券监督管理委员会下发的《行政处罚决定书》 (〔2025〕89 号)。姬昆先生在福建省爱迪尔珠宝实业股份有限公司(以下简称 "爱迪尔")担任独立董事期间(2021 年 12 月至 2024 年 5 月),因爱迪尔涉及 信息披露违法违规行为,被中国证券监督管理委员会(以下简称"中国证监会") 给予警告并罚款的行政处罚。具体情况如下:爱迪尔 2017 年至 2021 年年度报告 存在虚假记载。姬昆先生作为爱迪尔时任独立董事,被中国证券监督管理委员会 认定为其他直接责任人员,根据当事人违法行为的事实、性质、情节与社会危害 程度,依据 2005 年《证券法》第一百九十三条第一款,《证券法》第一百九十七 条第一款、第二款的规定,中国证监会对姬昆予警告并罚款 50 万元人民币的行 政处罚。 证券代码:300554 证券简称:三超新材 公告编号:2 ...
三超新材(300554) - 关于公司董事兼财务总监辞职的公告
2025-07-18 10:22
关于公司董事兼财务总监辞职的公告 证券代码:300554 证券简称:三超新材 公告编号:2025-039 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。 南京三超新材料股份有限公司 特此公告。 南京三超新材料股份有限公司董事会 2025 年 7 月 18 日 南京三超新材料股份有限公司(以下简称"公司")董事会近日收到公司董事 兼财务总监姬昆先生的书面辞职报告,姬昆先生因个人原因,申请辞去公司董事、 专门委员会委员、财务总监职务,其原定任期至公司第四届董事会届满之日止。 根据《公司法》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市 公司规范运作》和《公司章程》等相关规定,姬昆先生的辞职申请自送达董事会 时生效,其辞任未导致公司董事会成员低于法定人数。 截至本公告披露日,姬昆先生未持有公司股份,不存在应当履行而未履行的 承诺事项。姬昆先生辞去董事、财务总监职务后仍在公司担任其他职务,其辞去 董事、财务总监职务不会影响公司相关工作的正常运行,公司将尽快补选新的董 事以及聘任新的财务总监。 公司董事会在此对姬昆先生在任职期间的勤勉工作及对公司发展所作出 ...
三超新材(300554) - 关于使用闲置自有资金进行现金管理的进展公告
2025-07-14 07:40
证券代码:300554 证券简称:三超新材 公告编号:2025-037 南京三超新材料股份有限公司 关于使用闲置自有资金进行现金管理的进展公告 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。 南京三超新材料股份有限公司(以下简称"三超新材"或公司)于第四届董 事会第五次会议和第四届监事会第五次会议,审议通过了《关于使用闲置自有资 金和闲置募集资金进行现金管理的议案》,同意公司及合并报表范围内的子公司 使用不超过 0.5 亿元(含 0.5 亿元)闲置募集资金及不超过 4 亿元(含 4 亿元) 自有资金适时进行现金管理。在上述额度内,资金可以滚动使用。具体内容详见 公司披露于巨潮资讯网上的相关公告(公告编号:2025-017)。 近期,公司使用暂时闲置的自有资金在授权范围内进行现金管理,现就相关 事宜公告如下: 一、进行现金管理的基本情况 公司于近日使用暂时闲置的自有资金购买产品的基本情况如下: | 委托方 | 受托方 | 产品名称 | 收益类 | 金额 (万 | 起息日 | 到期日 | 预计年化 | 资金 | | --- | --- | --- | --- | ...
芯片股盘初活跃 沃顿科技2连板
news flash· 2025-07-08 01:36
Group 1 - The semiconductor stocks are active in early trading, with storage chips and advanced packaging leading the gains [1] - Warton Technology has achieved a consecutive two-day increase, while other companies like Bocheng Co., Longdi Group, and San Chao New Materials have also seen significant gains [1] - The China Securities Regulatory Commission (CSRC) has announced that Changxin Storage, a major domestic DRAM memory chip manufacturer, has initiated its listing guidance [1]
突发!日本抛光液断供,200亿市场急需国产替代
是说芯语· 2025-07-03 07:14
Core Viewpoint - The recent supply disruption of CMP slurry, specifically DST slurry produced by AGC in Taiwan, has accelerated the pace of domestic alternatives in the semiconductor industry, highlighting the urgency for local manufacturers to innovate and adapt [1][2]. Group 1: Importance of CMP Slurry - CMP slurry is essential for the chemical mechanical polishing process in semiconductor manufacturing, akin to smoothing and leveling surfaces in construction [2]. - The slurry consists of ultra-fine abrasives, chemical agents, and water, and is crucial for achieving the required surface smoothness in logic and memory chip production [2]. Group 2: Market Dynamics - The CMP slurry market is predominantly controlled by American and Japanese companies, with Cabot Microelectronics holding 33% of the global market share, while Japanese firms account for an additional 23% [3]. - Domestic manufacturers currently hold a market share of 25-30%, which is even lower in high-end processes (e.g., below 28nm) [3]. - The global CMP slurry market was valued at $1.89 billion in 2021 and is projected to exceed $2.6 billion by 2026, with a compound annual growth rate (CAGR) of approximately 6% [3]. - In China, the CMP slurry market is expected to grow from approximately 2.3 billion yuan in 2023 to 4.6 billion yuan by 2028, reflecting a CAGR of 15% [3]. Group 3: Demand Surge Factors - The demand for CMP slurry is increasing due to the growing complexity of high-end processes, with the number of CMP steps for 14nm logic chips doubling, requiring more types of slurry [3]. - The rise of 3D NAND memory chips, with increasing stacking layers, necessitates more intricate polishing processes, leading to a significant increase in CMP slurry usage [3]. Group 4: Domestic Players - Anji Technology has been a leader in CMP slurry since 2006, achieving a market share of over 5% globally and increasing its share in China from 20.9% in 2020 to 30.8% in 2021 [4]. - Sanhe New Materials focuses on diamond polishing liquids for hard materials and is gradually increasing its market share by supplying to companies like SMIC [4]. - Dinglong Co. is a key player in the domestic polishing pad market, offering a comprehensive solution that includes polishing liquids, cleaning liquids, and polishing pads, enhancing its competitive edge [5].
7月1日创业板活跃股排行榜
Market Performance - The ChiNext Index fell by 0.24%, closing at 2147.92 points, with a total trading volume of 444.496 billion yuan, a decrease of 17.661 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 574 stocks closed higher, with 17 stocks rising over 10%, including China Ship Emergency, Changhai Co., and San Chao New Materials, which all hit the daily limit [1] - 786 stocks closed lower, with 1 stock declining over 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 4.74%, with 73 stocks having a turnover rate exceeding 20% [1] - The highest turnover rate was for Beifang Changlong at 65.99%, closing down 7.75% [1] - Other notable stocks with high turnover rates included Ruina Intelligent (52.53%) and Zhili Fang (51.72%) [1] Sector Analysis - Among the high turnover stocks, 45 stocks rose, with San Chao New Materials, Lingwei Technology, and Feilu Co. closing at the daily limit [2] - The electronics sector had the most stocks with a turnover rate exceeding 20%, totaling 14 stocks, followed by machinery equipment and national defense industries with 11 and 7 stocks, respectively [2] Institutional Activity - Nine high turnover ChiNext stocks appeared on the Dragon and Tiger List, with institutional participation noted in all [2] - Zhili Fang saw a net institutional buy of 11.6598 million yuan, while other stocks like Electric Alloy and Mountain River Pharmaceutical also had significant institutional activity [2] Capital Flow - Among high turnover stocks, 29 experienced net inflows from main funds, with Mountain River Pharmaceutical, San Chao New Materials, and Blue Arrow Electronics leading in net inflow amounts of 129 million yuan, 114 million yuan, and 110 million yuan, respectively [3] - Conversely, stocks like Sifang Precision, New Guodu, and Morning Star Aviation saw significant net outflows, totaling 731 million yuan, 400 million yuan, and 358 million yuan, respectively [3] Earnings Forecast - Two high turnover stocks released half-year earnings forecasts, both indicating profit increases [3] - Tao Tao Automotive is expected to have a net profit median of 335 million yuan, representing a year-on-year increase of 84.08% [3] - New Henghui is projected to have a net profit increase of 4.59% [3]