格隆汇2月27日丨武汉天源(301127.SZ)公布，实际控制人黄昭玮先生的一致行动人武汉天源优势创业投 资合伙企业（有限合伙）（简称"天源优势"）计划自本公告披露之日起15个交易日后的3个月内（即 2026年3月23日至2026年6月22日），以集中竞价或大宗交易方式减持公司股份合计不超过1296.85万股 （占截至2026年2月26日剔除公司最新披露的回购专用证券账户中股份数量后总股本671,103,885股的 1.93%）。 ...

Group 1 - The actual controller of Wuhan Tianyuan, Mr. Huang Zhaowei, has a unified action partner, Wuhan Tianyuan Advantage Venture Capital Partnership, which holds approximately 16.23 million shares, accounting for 2.42% of the total share capital of about 671 million shares as of February 26, 2026, after excluding the latest disclosed repurchase special securities account shares [1] - The Tianyuan Advantage plans to reduce its holdings by up to approximately 12.97 million shares, representing 1.93% of the total share capital, within three months starting from March 23, 2026, to June 22, 2026, through centralized bidding or block trading [1] Group 2 - A significant shift has occurred in the AI sector, with China's AI usage surpassing that of the United States for the first time, leading to a surge in various sectors in the A-share market [1] - A well-known Wall Street analyst has stated that China's computing power path is overturning traditional perceptions [1]

证券日报网讯2月27日，武汉天源（301127）在互动平台回答投资者提问时表示，截至2026年2月10日， 公司股东人数为15804户。 ...

2月26日，武汉天源大宗交易成交15万股，成交额264万元，占当日总成交额的1.38%，成交价17.6元， 较市场收盘价17.6元持平。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-02-26 | 301127 | 武汉天源 | 17.60 | 15.00 | 264.00 机构专用 | | 华泰证券股份有限 | | | | | | | | | 公司上海黄浦区来 | | | | | | | | | 福士广场证券营业 | | | | | | | | | 司 | ...

2月25日，武汉市经开区发改局对"武汉经开区2025年度经济人物"名单进行公示，岚图汽车科技股份有限公司党委书记、董事长卢放、小鹏汽车科技集团有 限公司高级副总裁兼华中区总经理李昌华等30人入选。社会各界如有异议，可通过联系电话（027-84897336）向评选委员会反映。 版权归原作者所有，向原创致敬 "武汉经开区2025年度经济人物"公示名单如下： | 序号 | 姓名 | 职务 | | --- | --- | --- | | l | 卢 放 | 岚图汽车科技股份有限公司党委书记、董事长 | | 2 | 李昌హ | 小鹏汽车科技集团有限公司高级副总裁兼华中区总经理 | | 3 | 杨彦鼎 | 东风研发总院党委书记、院长 | | 4 | 薛 辉 | 抖音集团大区执行总裁 | | 5 | 朱顺全 | 湖北鼎龙控股股份有限公司总裁 | | б | 曹东杰 | 东风本田汽车有限公司执行副总经理 | | 7 | 汪俊君 | 东风奕派汽车科技公司总经理 | | 8 | 张明江 | 武汉金发科技有限公司总经理 | | 9 | 黄开明 | 武汉天源环保股份有限公司董事长 | | 10 | 张锋 | 法雷奥照明系统中国区总裁 ...

Core Viewpoint - Konka's latest earnings forecast for 2025 indicates a significant decline, raising concerns about potential "financial washing" practices due to substantial impairment provisions on inventory and other assets [2][4][8]. Group 1: Financial Performance - Konka expects 2025 revenue to be between 9 billion and 10.5 billion yuan, representing a year-on-year decline of 5.53% to 19.03% [4]. - The company anticipates a net loss attributable to shareholders of 12.581 billion to 15.573 billion yuan, an increase in losses of 281.75% to 372.54% compared to the previous year [4]. - Konka's net assets attributable to shareholders are projected to be negative, with liabilities ranging from 5.334 billion to 8.01 billion yuan, a decline of 325.09% to 437.64% year-on-year [4][6]. Group 2: Asset Management and Impairments - The significant changes in performance are attributed to impairment provisions on inventory, receivables, and investments in underperforming subsidiaries [5][9]. - In the third quarter, Konka reported asset impairment losses of 17.4 million yuan and credit impairment losses of 10.5 million yuan, totaling 27.9 million yuan [7]. - The company has been actively selling and transferring shares in subsidiaries to recover funds, indicating a strategic shift towards asset liquidation [3][11]. Group 3: Corporate Governance and Strategic Direction - Recent changes in ownership and management, including the transfer of shares to China Resources and the resignation of key executives, have raised questions about the timing of the financial disclosures [10][16]. - Analysts suggest that the new shareholders may be clearing old debts and underperforming assets as part of a strategy to streamline operations and prepare for future restructuring [11][16]. - The focus on core business operations aligns with directives from the State-owned Assets Supervision and Administration Commission (SASAC) to optimize state-owned enterprises [16].

Core Viewpoint - Konka's 2025 performance forecast indicates a significant decline, raising concerns about potential "financial cleansing" practices due to substantial impairment provisions on inventory and other assets [1][4][5]. Financial Performance - Konka expects 2025 revenue to be between 9 billion and 10.5 billion yuan, representing a year-on-year decline of 5.53% to 19.03% [3]. - The company anticipates a net loss attributable to shareholders of 12.581 billion to 15.573 billion yuan, an increase in losses of 281.75% to 372.54% compared to the previous year [3]. - Konka's net assets attributable to shareholders are projected to be negative, with liabilities ranging from 5.334 billion to 8.01 billion yuan, a decline of 325.09% to 437.64% year-on-year [3]. Asset Management - The significant loss is attributed to impairment provisions and recognition of expected liabilities, particularly on inventory, receivables, and ineffective assets [4]. - Konka's consumer electronics business is facing revenue declines due to insufficient product competitiveness, leading to continued losses [4]. Corporate Restructuring - The company is undergoing a "slimming" strategy following challenges in its diversification efforts, indicating a focus on asset liquidation and financial recovery [2]. - Recent changes in ownership and management, including the transfer of shares to China Resources and Huasheng Group, have coincided with the financial disclosures [6][7]. Investment and Financial Recovery - Konka has reported overdue loans totaling at least 824 million yuan, with significant amounts tied to its equity investments in various companies [10]. - The company has engaged in selling shares and transferring stakes in subsidiaries to recover funds and improve cash flow [10][11][13]. Strategic Focus - Analysts suggest that the new ownership under China Resources may lead to a major restructuring, focusing on core business areas and shedding non-core assets [12][14]. - The emphasis on focusing on core operations aligns with directives from the State-owned Assets Supervision and Administration Commission (SASAC) for state-owned enterprises [14].

Core Viewpoint - Konka's 2025 performance forecast indicates a significant decline, raising concerns about potential "financial washing" practices due to substantial impairment provisions on inventory and other assets [2][4][8]. Financial Performance - Konka expects 2025 revenue to be between 9 billion and 10.5 billion yuan, representing a year-on-year decline of 5.53% to 19.03% [4]. - The company anticipates a net loss attributable to shareholders of 12.581 billion to 15.573 billion yuan, an increase in losses of 281.75% to 372.54% compared to the previous year [4]. - Konka's net assets attributable to shareholders are projected to be negative, with liabilities ranging from 5.334 billion to 8.01 billion yuan, a decline of 325.09% to 437.64% year-on-year [4]. Asset Management - The significant impairment provisions are attributed to inventory, accounts receivable, and ineffective assets, which have led to increased expected liabilities [5][9]. - Konka's consumer electronics business is facing revenue declines due to insufficient product competitiveness, resulting in continued losses [5]. Corporate Restructuring - The company is undergoing a "slimming" strategy following challenges in its diversification efforts, which includes selling and transferring stakes in subsidiaries to recover funds [3][17]. - Recent changes in ownership and management, including the transfer of shares to China Resources and Huashao City Group, have coincided with the financial downturn [10][11]. Investment and Financial Recovery - Konka has reported overdue loans totaling at least 824 million yuan, with significant amounts owed from various subsidiaries [14]. - The company has engaged in stock sales and non-public agreements to recover cash flow, including selling shares in companies like Chutianlong and Wuhan Tianyuan [15][16]. Strategic Focus - Konka aims to concentrate resources on its core business and expedite the divestiture of non-core assets to enhance liquidity and operational efficiency [17]. - The restructuring efforts align with national policies encouraging state-owned enterprises to focus on their main responsibilities and optimize their asset structures [17].

（文章来源：证券日报） 证券日报网讯 2月10日，武汉天源在互动平台回答投资者提问时表示，截至2026年1月30日，公司股东 人数为16111户。 ...

担保的进展公告 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。 一、担保情况概述 武汉天源集团股份有限公司（以下简称"公司"）于2025年3月14日召开第 六届董事会第十二次会议和第六届监事会第八次会议，并于2025年4月7日召开 2024年年度股东会，审议通过了《关于公司2025年度向银行等金融机构申请综合 授信额度及担保暨关联交易的议案》，同意公司及子公司（含公司各级全资子公 司、控股子公司及额度有效期内新纳入合并范围的子公司，下同）向银行等金融 机构申请不超过人民币60亿元（含）的综合授信额度。额度期限自公司2024年年 度股东会审议通过之日起至2025年年度股东会召开日止。具体内容详见2025年3 月18日披露于巨潮资讯网（www.cninfo.com.cn）的《关于公司2025年度向银行 等金融机构申请综合授信额度及担保暨关联交易的公告》。 二、担保进展情况 | 证券代码：301127 | 证券简称：武汉天源 | 公告编号：2026-009 | | --- | --- | --- | | 债券代码：123213 | 债券简称：天源转债 | | 武汉天 ...