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陆家嘴财经早餐2025年12月4日星期四
Wind万得· 2025-12-04 00:14
Group 1 - China's self-developed reusable launch vehicle Zhuque-3 successfully completed its maiden flight, marking a new milestone in the country's commercial space industry, with predictions that the industry could reach a scale of 7-10 trillion yuan by 2030 [2] - The U.S. ADP employment report for November showed a decrease of 32,000 private sector jobs, the largest drop in two and a half years, leading to increased expectations for a Federal Reserve rate cut [2] Group 2 - The Chinese government is promoting new urbanization as a key driver for expanding domestic demand and upgrading industries, emphasizing the need for urban renewal and addressing the urban-rural dual structure [3] - The Chinese Ministry of Commerce reported that the trade-in program for consumer goods has generated over 2.5 trillion yuan in sales, benefiting over 360 million people [3] Group 3 - The A-share market experienced a decline, with the Shanghai Composite Index down 0.51% and the Shenzhen Component down 0.78%, while the coal sector saw gains [5] - The Hong Kong Hang Seng Index fell 1.28%, with significant net buying from southbound funds, particularly in Alibaba [5] Group 4 - New active equity funds have shown signs of building positions, with over 80% of newly established funds experiencing net value fluctuations, while the consensus is to focus on AI applications for future allocations [6] - Morgan Stanley upgraded its rating on the Chinese stock market to "overweight," citing a higher risk of significant gains compared to losses [6] Group 5 - The Chinese government has initiated a parenting subsidy program for families with children under three years old, with over 30 million applications submitted and approved [4] - Cambodia will implement a visa-free policy for Chinese citizens from June to October 2026, allowing for multiple entries [4] Group 6 - The cultural and tourism sector in China is set to integrate with the civil aviation industry through a new action plan aimed at enhancing domestic travel accessibility and developing low-altitude tourism [9] - The Chinese passenger car market saw retail sales of 2.263 million units in November, a year-on-year decline of 7%, while the new energy vehicle market grew by 7% [9] Group 7 - The China Internet Finance Association is enhancing self-regulation for financial applications and mini-programs, aiming to mitigate risks associated with digital financial channels [10] - Binance appointed co-founder He Yi as co-CEO to expand its global business and strengthen compliance efforts [10] Group 8 - The U.S. stock market saw slight gains, with the Dow Jones up 0.86%, while the tech sector faced declines, particularly in Chinese concept stocks [15] - European stock indices showed mixed results, with the French market benefiting from consumer sector resilience [15] Group 9 - The domestic bond market experienced narrow fluctuations, with most interest rates rising, while the central bank conducted a reverse repurchase operation [17] - The U.S. Treasury yields collectively fell, indicating a shift in investor sentiment [17] Group 10 - International precious metals futures generally rose, supported by expectations of a Federal Reserve rate cut and positive economic data from Europe [18] - Crude oil prices increased amid ongoing geopolitical tensions, particularly related to the Russia-Ukraine conflict [18]
富时中国A50等指数将调整;2025商业航天论坛开幕……盘前重要消息还有这些
证券时报· 2025-12-04 00:08
Group 1: Policy and Economic Developments - The State Council approved the "Yangtze River Delta Land Space Planning (2023-2035)", aiming to maintain arable land at no less than 161.48 million acres by 2035, with ecological protection areas and water usage limits specified [2] - The Ministry of Commerce reported that from January to November, the trade-in of consumer goods generated over 2.5 trillion yuan in sales, benefiting over 360 million people [2] Group 2: Aerospace and Technology Advancements - The Zhuque-3 rocket successfully launched on December 3, completing its mission and entering the designated orbit [3] - The 2025 Commercial Space Forum opened in Wuhan, highlighting the strategic importance of aerospace as a key emerging industry, with plans to develop a "China Star Valley" for commercial space innovation [4] - Chinese scientists developed a new nickel-based superconductor, achieving the highest superconducting transition temperature for this material, which could pave the way for room-temperature superconductors [5] Group 3: Company News - Moer Thread's stock is set to be listed on the Sci-Tech Innovation Board on December 5 [6] - Muxi Co., Ltd. has set its initial public offering price at 104.66 yuan per share [7] - Grinda participated in the strategic placement of Muxi's initial public offering with an investment of approximately 80 million yuan [8] - Aerospace Electromechanical's stock price has shown significant deviation from its fundamentals [9] - Xingyu Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange [10] - Wanlong Optoelectronics is planning to acquire control of Zhongkong Information, leading to a stock suspension starting December 4 [11] - Tencent Holdings repurchased 1.04 million shares for 636 million HKD on December 3 [12] - Pulutong is planning an asset acquisition, resulting in a stock suspension starting December 4 [13] - *ST Songfa signed a shipbuilding contract valued between 70 million to 100 million USD [14] - New Media Co. plans to distribute 11 yuan per 10 shares (including tax) before the third quarter of 2025 [15] - *ST Chuntian's main business and operational scope remain unchanged [16]
万隆光电筹划重大资产重组
Zheng Quan Shi Bao· 2025-12-03 17:35
从行业地位来看,目前中控信息在中国城市智能交通市场系统集成商中业绩排名前三,公司自主研发的 信号控制机及管控平台已为全国100多个城市交通治堵提供服务。2017年以来,公司参与杭州、澳门、 德清、海口等城市大脑项目,是国内第一家在城市数据大脑平台成功部署"互联网+红绿灯优化"的厂 商。 中控信息近日发布的消息显示,公司立足城轨数字化转型前沿,以地铁智慧车站场景化运营为突破口, 创新融合"视觉AI算法"与"视觉大模型"两大核心技术,构建全流程L3级少人化智慧车站解决方案。该方 案已在杭州地铁4号线景芳站成功落地,经两个月实证运行,显著提升了车站可视化管控与智能化运营 水平,标志着全国首个"AI+少人化"智慧车站进入实战应用新阶段。 回到此次收购事项,公告显示,万隆光电拟以发行股份及支付现金方式购买中控信息控制权,其中杭州 汇格企业管理合伙企业(有限合伙)、宁波云吟企业管理合伙企业(有限合伙)和杭州智格企业管理合 伙企业(有限合伙)合计持有中控信息53.04%的股份,上述股东已签署《股份收购意向书》,其余股 东的交易意向尚在协商中。 万隆光电(300710)12月3日晚间公告称,公司正在筹划发行股份及支付现金购买 ...
股市直播|300710,重大资产重组!周四停牌
又见上市公司收购拟IPO公司。 12月3日晚,万隆光电(300710)公告称,公司正在筹划发行股份及支付现金购买浙江中控信息产业股 份有限公司(以下简称"中控信息")控制权,拟同步收购其他股东所持中控信息股份,并募集配套资 金。 中控信息曾冲刺创业板IPO,原拟募资10亿元,其申请于2023年6月被受理,后于当年7月进入问询环 节。2024年8月,中控信息创业板IPO被终止,终止原因系中控信息及保荐人撤回发行上市申请。 万隆光电表示,本次交易构成关联交易,经初步测算,本次交易预计构成重大资产重组,不构成重组上 市。万隆光电预计在不超过10个交易日的时间内披露本次交易方案,公司股票自2025年12月4日(星期 四)开市时起开始停牌。 目前,杭州汇格企业管理合伙企业(有限合伙)、宁波云吟企业管理合伙企业(有限合伙)和杭州智格 企业管理合伙企业(有限合伙)合计持有中控信息53.0397%股份,上述股东已与万隆光电签署《股份 收购意向书》,其余股东的交易意向尚在协商中,最终确定的交易对方以后续披露的公告为准。 万隆光电、中控信息均从事通信相关业务。万隆光电专注于广电网络设备与数据通信系统的研发、生 产、销售与技术支持 ...
300710,重大资产重组!周四停牌
Core Viewpoint - Wanlong Optoelectronics is planning to acquire control of Zhejiang Zhongkong Information Industry Co., Ltd. through a share issuance and cash payment, while also raising matching funds. This transaction is classified as a related party transaction and is expected to constitute a major asset restructuring, but will not lead to a restructuring listing [1][2]. Group 1: Company Overview - Wanlong Optoelectronics focuses on the research, production, sales, and technical support of broadcasting network equipment and data communication systems, positioning itself as a comprehensive solution provider in the domestic broadcasting and optical communication fields [2]. - Zhongkong Information is a service provider for infrastructure digitization, primarily engaged in project-based operations, offering products such as traffic signal controllers and intelligent traffic lights, along with software systems [2]. Group 2: Financial Performance - Zhongkong Information reported revenues of 3.085 billion yuan, 3.325 billion yuan, and 3.185 billion yuan for the years 2021 to 2023, respectively. The net profit attributable to shareholders was 150 million yuan, 159 million yuan, and 146 million yuan during the same period [2]. Group 3: IPO and Regulatory Scrutiny - Zhongkong Information's IPO application was accepted in June 2023, with an initial fundraising target of 1 billion yuan. However, the application was terminated in August 2024 due to the withdrawal of the application by Zhongkong Information and its sponsor [1][2]. - The Shenzhen Stock Exchange raised concerns during the first round of inquiries regarding Zhongkong Information's core technology, competitive landscape, and revenue sources, particularly noting that 71.90% of its revenue came from Zhejiang Province in 2022 [3].
千里科技:11月新能源汽车销量同比下降43.98%;云天化:应补缴税款及滞纳金总计3.86亿元|公告精选
Mei Ri Jing Ji Xin Wen· 2025-12-03 15:37
每经记者|王琳 每经编辑|段炼 董兴生 股份收购 万隆光电:筹划购买中控信息控制权 万隆光电公告,公司正在筹划发行股份及支付现金购买浙江中控信息产业股份有限公司控制权,并同步收购其他股东所持中控信息的股份,同时募集配套 资金。本次交易预计构成重大资产重组,不构成重组上市。公司证券自2025年12月4日开市起停牌,预计在不超过10个交易日内披露本次交易方案。 德固特:终止筹划重大资产重组事项 业绩披露 德固特公告,公司原拟通过发行股份及支付现金的方式购买浩鲸云计算科技股份有限公司100%股份并募集配套资金。12月3日,公司召开第五届董事会第 十二次会议审议通过《关于终止公司发行股份及支付现金购买资产并募集配套资金暨关联交易的议案》,并与本次交易各方签署了解除协议。 千里科技:11月新能源汽车销量同比下降43.98% 天山铝业:实控人拟合计减持不超1%公司股份 天山铝业公告,公司实际控制人曾超懿、曾超林披露股份减持计划,二人拟在公告披露之日起15个交易日后的3个月内合计减持公司股份不超过4589.86万 股,占公司总股本的1%。 唯赛勃:控股股东拟减持不超2.99%公司股份 唯赛勃公告,公司控股股东唯赛勃环保材料 ...
刚刚公告,重大资产重组!明起停牌
中国基金报· 2025-12-03 15:12
【导读】万隆光电拟收购中控信息控制权,后者曾闯关创业板IPO 中国基金报记者 夏天 12月3日晚间, 万隆光电 (证券代码: 300710 ) 公告称,正在筹划发行股份及支付现金购买 浙江中控信息产业股份有限公司(以下简 称 中控信息 ) 控制权,并同步收购其他股东所持中控信息股份,同时募集配套资金。 经初步测算,本次交易预计构成重大资产重组,不构成重组上市。经申请, 公司股票自12月4日起停牌,预计停牌不超过10个交易日。 根据公告, 万隆光电 已与交易对方杭州汇格企业管理合伙企业(有限合伙)、宁波云吟企业管理合伙企业(有限合伙)和杭州智格企业管 理合伙企业(有限合伙)签署了《股份收购意向书》, 约定拟通过发行股份及支付现金方式购买其持有的中控信息53.0397%股份,取得 中控信息 控制权 。 同时,万隆光电拟同步收购其他股东所持中控信息股份。不过,由于其余股东的交易意向尚在协商中,因此最终的交易方尚未确定。 万隆光电 提示,本次交易处于筹划阶段,交易双方尚未签署正式的交易协议,且本次交易尚需提交公司董事会、股东大会审议,并经相关 有权监管机构批准后方可正式实施,能否实施尚存在较大不确定性。 官 网 资料 ...
万隆光电拟收购中控信息控制权,后者曾闯关创业板IPO
Zhong Guo Ji Jin Bao· 2025-12-03 14:53
【导读】万隆光电拟收购中控信息控制权,后者曾闯关创业板IPO 官网资料显示,中控信息始创于1999年,是一家基础设施数智化服务商,主要为城市交通、轨道交通、 公路交通、水环境、建筑智能体等基础设施领域提供数智化解决方案。其还涉足机器人领域,推出自研 的轮式具身智能机器人,可应用于辅助安检、乘客服务、日常巡检、秩序辅助等场景。 记者查询发现,中控信息曾闯关创业板IPO,但在2024年,其主动撤回了上市申请。 | 顺块: | 全部 | 主板 | 创业板 | | | | | | | | ▼ 更多条件 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 胎段: | 金部 | 曼珊(2) | 问询(11) | 上市委会议 | 提交注册 | 注册结果(624) | 中止(14) | 终止(549) | | | | | 项目动态列表 | | | | | | | | | | | 日 曾将 | | 序号 | 发行人全称 | | 板块 | 审核状态 | 注册地 | 证监会行业 | 保存机构 | 律师事务所 | 会计师事务所 | ...
刚刚公告,重大资产重组!明起停牌
Zhong Guo Ji Jin Bao· 2025-12-03 14:52
【导读】万隆光电拟收购中控信息控制权,后者曾闯关创业板IPO 12月3日晚间,万隆光电(300710)(证券代码:300710)公告称,正在筹划发行股份及支付现金购买浙江中控信息产业股份有限公司(以下简称中控信 息)控制权,并同步收购其他股东所持中控信息股份,同时募集配套资金。 经初步测算,本次交易预计构成重大资产重组,不构成重组上市。经申请,公司股票自12月4日起停牌,预计停牌不超过10个交易日。 拟收购中控信息控制权 根据公告,万隆光电已与交易对方杭州汇格企业管理合伙企业(有限合伙)、宁波云吟企业管理合伙企业(有限合伙)和杭州智格企业管理合伙企业(有 限合伙)签署了《股份收购意向书》,约定拟通过发行股份及支付现金方式购买其持有的中控信息53.0397%股份,取得中控信息控制权。 同时,万隆光电拟同步收购其他股东所持中控信息股份。不过,由于其余股东的交易意向尚在协商中,因此最终的交易方尚未确定。 2023年6月,中控信息披露招股书,拟冲刺创业板上市,并拟募资10.08亿元。不过,在经历了交易所两轮审核问询后,其和保荐机构主动撤回了上市申 请。 此次IPO折戟,或为万隆光电筹划本次收购提供了关键的时间窗口和谈 ...
万隆光电筹划购买中控信息控制权;贵州百灵实控人因涉嫌内幕交易等被立案|公告精选
Mei Ri Jing Ji Xin Wen· 2025-12-03 13:55
每经记者|王琳 每经编辑|董兴生 股份收购 万隆光电:筹划购买中控信息控制权 万隆光电公告,公司正在筹划发行股份及支付现金购买浙江中控信息产业股份有限公司控制权,并同步 收购其他股东所持中控信息的股份,同时募集配套资金。本次交易预计构成重大资产重组,不构成重组 上市。公司证券自2025年12月4日开市起停牌,预计在不超过10个交易日内披露本次交易方案。 德固特:终止筹划重大资产重组事项 德固特公告,公司原拟通过发行股份及支付现金的方式购买浩鲸云计算科技股份有限公司100%股份并 募集配套资金。12月3日,公司召开第五届董事会第十二次会议审议通过《关于终止公司发行股份及支 付现金购买资产并募集配套资金暨关联交易的议案》,并与本次交易各方签署了解除协议。 业绩披露 千里科技:11月新能源汽车销量同比下降43.98% 千里科技公告,2025年11月,公司汽车整车销量9504辆,同比增长63.44%。其中,新能源汽车销量 1201辆,同比下降43.98%。 增减持 贵州百灵:实控人姜伟因涉嫌内幕交易等被立案 贵州百灵公告,公司收到实际控制人姜伟的通知,其于近日收到中国证监会下发的《立案告知书》,姜 伟因涉嫌内幕交易、 ...