人民财讯7月29日电，苏州规划（301505）7月29日晚间公告，股东苏州胡杨林天荣投资中心(有限合伙) 拟减持公司股份累计不超过283.28万股(占公司剔除回购专用账户中股份数量后的总股本比例为2.5%)。 股东宁波梅山保税港区珠峰投资管理中心(有限合伙)拟减持公司股份累计不超过226.62万股(占公司剔除 回购专用账户中股份数量后的总股本比例为2%)。 ...

Group 1 - The core point of the article is that two major shareholders of Suzhou Planning (301505.SZ) have announced plans to reduce their holdings in the company within a specified timeframe [1] Group 2 - Shareholder Hu Yang Lin Tian Rong Investment Center (Limited Partnership) holds 4,868,536 shares, representing 4.30% of the total share capital after excluding repurchased shares, and plans to reduce its holdings by up to 2,832,800 shares (2.50%) within three months [1] - Shareholder Ningbo Meishan Free Trade Port Zone Zhu Feng Investment Management Center (Limited Partnership) holds 3,402,623 shares, representing 3.00% of the total share capital after excluding repurchased shares, and plans to reduce its holdings by up to 2,266,200 shares (2.00%) within three months [1]

每经AI快讯，7月29日，苏州规划（301505）(301505.SZ)公告称，公司股东苏州胡杨林天荣投资中心(有 限合伙)和宁波梅山保税港区珠峰投资管理中心(有限合伙)计划在公告披露之日起15个交易日后的三个月 内，以集中竞价交易或大宗交易方式分别减持公司股份不超过2,832,800股(占公司剔除回购专用账户中 股份数量后的总股本比例为2.50%)和2,266,200股(占公司剔除回购专用账户中股份数量后的总股本比例 为2.00%)。减持原因为股东自身资金需求，减持价格将根据市场价格及交易情况确定，且不低于公司首 次公开发行股票的发行价格。 ...

苏州规划（301505）公告，股东胡杨林天荣持股486.85万股，占4.30%，计划自2025年8月20日至2025年 11月19日，通过集中竞价或大宗交易减持不超283.28万股，占2.50%；股东珠峰投资持股340.26万股， 占3.00%，同期限拟减持不超226.62万股，占2.00%。 ...

证券代码：301505 证券简称：苏州规划 公告编号：2025-053 苏州规划设计研究院股份有限公司 关于公司股东股份减持计划预披露公告 股东苏州胡杨林天荣投资中心（有限合伙）、股东宁波梅山保税港区珠峰投 资管理中心（有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、苏州规划设计研究院股份有限公司（以下简称"公司"或"苏州规划"）股 东苏州胡杨林天荣投资中心（有限合伙）（以下简称"胡杨林天荣"）持有公 司股份4,868,536股，占公司剔除回购专用账户中股份数量后的总股本比例为 4.30%。胡杨林天荣计划在本公告披露之日起15个交易日后的三个月内以集中竞 价交易或大宗交易方式减持本公司股份累计不超过2,832,800股（占公司剔除回 购专用账户中股份数量后的总股本比例为2.50%）。 2、公司股东宁波梅山保税港区珠峰投资管理中心（有限合伙）（以下简称 "珠峰投资"）持有公司股份3,402,623股，占公司剔除回购专用账户中股份数 量后的总股本比例为3.00%。珠峰投资计划在本公告披 ...

Company Overview - Suzhou Planning's stock closed at 19.89 yuan on July 16, down 4.74%, with a rolling PE ratio of 78.83 times and a total market value of 2.275 billion yuan [1] - The company's main business includes planning design, engineering design, general contracting and management, and smart city services [1] Financial Performance - In the latest quarterly report for Q1 2025, the company achieved operating revenue of 46.2481 million yuan, a year-on-year decrease of 18.42%, and a net profit of 3.2258 million yuan, down 5.65% year-on-year, with a gross profit margin of 23.83% [1] Industry Comparison - The average PE ratio for the engineering consulting service industry is 59.62 times, with a median of 39.55 times, placing Suzhou Planning at 37th in the industry ranking [1] - The static PE ratio for Suzhou Planning is 78.30 times, while the industry average is 71.06 times [2] - The industry median for the price-to-book ratio is 2.40, while Suzhou Planning's is 2.29 [2] Capital Flow - On July 16, the net outflow of main funds for Suzhou Planning was 11.8442 million yuan, with a total outflow of 51.3888 million yuan over the past five days [1]

Core Viewpoint - Suzhou Planning (301505.SZ) is undergoing a strategic transformation through a restructuring plan to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd. (Dongjin Aviation), aiming to expand into the low-altitude economy sector [1][2] Group 1: Restructuring Details - The acquisition will be financed through a combination of issuing shares and cash payments, along with raising additional funds from no more than 35 specific investors [2] - Dongjin Aviation has been experiencing continuous losses and has a high debt ratio, with a total net loss of 66.68 million yuan from 2023 to the first quarter of 2025 [1][5] - As of March 2025, Dongjin Aviation's total assets were 84.41 million yuan, with a debt ratio of 78.49% [6] Group 2: Financial Performance - Suzhou Planning has faced significant performance pressure, with net profits declining for two consecutive years since its IPO in July 2023 [7] - In 2023 and 2024, Suzhou Planning reported revenues of 391 million yuan and 308 million yuan, representing year-on-year declines of 3.35% and 21.24% respectively [7] - The company’s net profit for 2024 was 29.06 million yuan, down 62.77% from the previous year [7] Group 3: Strategic Goals - The restructuring is intended to create synergies between Suzhou Planning's traditional urban planning services and Dongjin Aviation's low-altitude airspace planning, aiming for a new paradigm in urban planning [3] - The goal is to transition from traditional technical services to an integrated information platform service that encompasses both land and air [3] - This strategic shift is seen as essential for enhancing the company's core competitiveness and addressing the challenges posed by slow project progress and declining revenues [8]

Core Viewpoint - Suzhou Planning intends to acquire 100% equity of Beijing Dongjin Aviation Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [2][3] Company Overview - Suzhou Planning focuses on planning and engineering design, expanding into general contracting and smart city sectors after its A-share listing in 2023. The company has faced financial pressure, with revenues declining from 404 million yuan in 2022 to an estimated 308 million yuan in 2024, and net profits decreasing from approximately 79.5 million yuan to 29 million yuan during the same period [3][4] - Dongjin Aviation, established in 2001, specializes in low-altitude economy, including air traffic management, low-altitude airspace planning, and system operation services. The company has various qualifications, including a certificate for airspace assessment technical support [3][4] Strategic Synergy - The acquisition is expected to create strong synergies between the two companies. Suzhou Planning can integrate Dongjin's low-altitude technology to enhance urban planning capabilities, merging ground and low-altitude data to develop comprehensive spatial information models [4][5] - Post-acquisition, Suzhou Planning's business will expand from ground space planning to integrated "ground and air" planning and management, improving its service capabilities across the entire lifecycle [4][5] Industry Outlook - The low-altitude economy is projected to grow significantly, with the market size expected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035. The government is actively promoting the development of this sector through various policy initiatives [5][6] - The low-altitude economy is anticipated to become a trillion-yuan growth point in the next five to ten years, driven by technological advancements and a rich industrial chain [6][7] Regional Advantage - The acquisition reflects Suzhou Planning's strategic positioning in the economically vibrant Yangtze River Delta region, which has a solid foundation in smart manufacturing and drone development. This synergy is expected to enhance regional competitiveness and create a replicable model for low-altitude economic development [7]

Core Viewpoint - Suzhou Planning (301505.SZ) has resumed trading and announced a plan to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd. through a combination of issuing shares and cash payment, with the share issuance price set at 18.00 yuan per share [1][2]. Group 1: Transaction Details - The acquisition involves issuing shares and cash payment, with the exact number of shares and cash ratio to be determined after final negotiations on the transaction price [1][2]. - The company plans to raise funds from no more than 35 specific investors through an inquiry-based share issuance, with the total amount not exceeding 100% of the transaction price [2][3]. - The transaction is not expected to meet the criteria for a major asset restructuring as per the relevant regulations [2][3]. Group 2: Financial Performance of Target Company - Beijing Dongjin Aviation Technology reported revenues of 55.63 million yuan, 59.40 million yuan, and 9.08 million yuan for the years 2023, 2024, and the first quarter of 2025, respectively, with net losses of 8.49 million yuan, 33.01 million yuan, and 26.32 million yuan during the same periods [5][6]. - The total assets of Dongjin Aviation Technology were 84.41 million yuan as of March 31, 2025, with total liabilities of 66.25 million yuan [7]. Group 3: Strategic Implications - The acquisition is expected to help Suzhou Planning expand its core business from ground space planning to a comprehensive service model that includes "air-ground integration" planning and management [4]. - The transaction aims to enhance the company's overall service capabilities in urban construction and development [4].

Monetary Policy and Economic Indicators - The People's Bank of China will conduct a buyout reverse repurchase operation of 1.4 trillion yuan on July 15, 2025 [1] - As of the end of June, M2 (broad money) increased by 8.3% year-on-year, reaching 330.29 trillion yuan, while M1 (narrow money) grew by 4.6% to 113.95 trillion yuan [2] - The cash in circulation (M0) reached 13.18 trillion yuan, with a year-on-year growth of 12% [2] Green Finance Initiatives - The People's Bank of China, along with financial regulatory authorities, issued the "Green Finance Support Project Directory (2025 Edition)" to enhance liquidity in the green finance market and improve asset management efficiency [2] Corporate Earnings Forecasts - Vanke A expects a net loss of 10 billion to 12 billion yuan for the first half of 2025, with a basic loss per share of 0.8433 to 1.01 yuan [4] - Yonghui Supermarket anticipates a net loss of 240 million yuan for the first half of 2025, impacted by the closure of 227 underperforming stores [5] - Longi Green Energy forecasts a net loss of 2.4 billion to 2.8 billion yuan, although it expects to reduce losses compared to the previous year [6] - Hengsheng Electronics projects a net profit of approximately 251 million yuan, a 741% increase year-on-year [7] - Wintime Technology expects a net profit of 390 million to 585 million yuan, representing a growth of 178% to 317% [8] - ST Huatuo anticipates a net profit of 2.4 billion to 3 billion yuan, a year-on-year increase of 107.2% to 159% [9] - Tianqi Lithium expects a net profit of 0 to 1.55 billion yuan, recovering from a loss of 5.206 billion yuan in the previous year [10] - Ganfeng Lithium forecasts a net loss of 300 million to 550 million yuan, compared to a loss of 760 million yuan in the same period last year [11] - Liyi Intelligent Manufacturing expects a net profit of 900 million to 1.14 billion yuan, a growth of 31.57% to 66.66% [12] - CICC anticipates a net profit of 3.453 billion to 3.966 billion yuan, a year-on-year increase of 55% to 78% [13] - Shenwan Hongyuan projects a net profit of 4.1 billion to 4.5 billion yuan, a growth of 92.66% to 111.46% [14] - Shandong Gold expects a net profit of 2.55 billion to 3.05 billion yuan, an increase of 84.3% to 120.5% year-on-year [15] - Huahong Technology anticipates a net profit of 70 million to 85 million yuan, a significant increase from 2.224 million yuan in the previous year [16] Corporate Actions and Legal Matters - Suzhou Planning intends to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd., with stock resuming trading on July 15, 2025 [17] - BOE Technology Group plans to appeal the preliminary ruling from the US International Trade Commission regarding trade secrets and has initiated a patent lawsuit against Samsung Display [18]