实控人控制企业全额认购定增股票 泉峰汽车回复问询:对方具备充分资金
Mei Ri Jing Ji Xin Wen· 2025-06-19 17:06
Core Viewpoint -泉峰汽车 is undertaking a private placement of shares to raise up to 200 million RMB, with the entire subscription being made by Derun Holdings, a company controlled by the actual controller of 泉峰汽车, Pan Longquan, indicating strong support for the company's long-term development and stability of control [1][2] Group 1: Fundraising and Control - The private placement aims to raise funds for working capital and repayment of bank loans, with Derun Holdings fully subscribing to the issuance, which enhances the stability of the company's control [1][2] - The funds raised will alleviate operational funding pressure and support the company's transition to new energy business [2][3] Group 2: Previous Investment Performance - 泉峰汽车 reported that previous fundraising projects did not achieve expected benefits due to high raw material prices and increased market competition, which compressed profit margins [1][4] - The company acknowledged that the net profit for previous projects significantly deviated from commitments, with losses reported in recent years [3][4] Group 3: Market Conditions and Challenges - The automotive parts industry is facing intensified competition, particularly in the new energy vehicle sector, leading to cost pressures and reduced profit margins [4][5] - Fluctuations in raw material prices, particularly aluminum, have adversely affected gross margins and profit levels [5] - The introduction of new projects requires time to improve production efficiency and product quality, contributing to the challenges faced by the company [5]
6月19日电科网安涨9.99%,鹏华量化先锋混合基金重仓该股
Sou Hu Cai Jing· 2025-06-19 17:01
根据2025基金Q1季报公募基金重仓股数据,重仓该股的公募基金共1家,其中持有数量最多的公募基金 为鹏华基金的鹏华量化先锋混合。鹏华量化先锋混合目前规模为0.69亿元,最新净值1.292(6月18 日),较上一交易日下跌0.22%,近一年上涨3.74%。该公募基金现任基金经理为时赟超。时赟超在任 的基金产品包括:鹏华中证1000指数增强A,管理时间为2024年12月28日至今,期间收益率为8.91%;鹏 华智投800混合A,管理时间为2024年12月28日至今,期间收益率为1.17%;鹏华安泽混合A,管理时间 为2025年4月30日至今,期间收益率为-0.05%。 鹏华量化先锋混合的前十大重仓股如下: | 股票代码 | 股票简称 | 持股数 (万股) | 持仓市值 (万元) | 占净值比例 | 较上季度增减仓 | | --- | --- | --- | --- | --- | --- | | 300369 | 绿盟科技 | 6.04 | 44.70 | 0.65% | 新进十大 | | 002410 | 广联达 | 2.92 | 42.31 | 0.62% | 新进十大 | | 601991 | 大唐发电 | ...
海天味业H股上市募资超百亿港元 剑指全球化
Zheng Quan Ri Bao· 2025-06-19 16:53
Group 1 - Haitan Flavoring Food Co., Ltd. (Haitian) successfully listed its H-shares on the Hong Kong Stock Exchange on June 19, with an initial offering price of HKD 36.30 per share, closing at HKD 36.50, a slight increase of 0.55% from the offering price [1] - The company issued a total of 279 million H-shares, raising approximately HKD 101.29 billion, with a net amount of HKD 100.10 billion [1] - The H-share offering was highly oversubscribed, with the Hong Kong public offering being oversubscribed by 918.15 times and the international offering by 22.93 times [1] Group 2 - Haitian's management emphasized a commitment to deepening its presence in the Chinese market while pursuing a global strategy, aiming to enhance its international brand image and competitiveness [2] - The company aims to utilize the funds raised from the H-share listing to support its global expansion, including enhancing its global research and development capabilities and improving its overseas supply chain [3] - According to a report, Haitian ranks first in the Chinese seasoning market, with a market share of 1.1% in the global seasoning market, which is projected to reach CNY 2.14 trillion in 2024 [2][3] Group 3 - In recent years, Haitian has made significant moves to expand its overseas presence, including the establishment of Haitian International Investment Co., Ltd. in 2023, with a registered capital of USD 1.5 million [3] - The company has also set up subsidiaries in Hong Kong and Indonesia, indicating a strategic focus on international trade and market penetration [3] - The funds raised from the H-share listing will be allocated to global brand image development, sales channel expansion, and enhancing overseas supply chain capabilities, which are critical for meeting local market demands [3]
卧龙电驱拟赴港上市 “A+H”上市热潮持续升温
Zheng Quan Ri Bao· 2025-06-19 16:50
Group 1 - Wolong Electric Drive Group Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and improve its international image and competitiveness [1] - The company has been strengthening its overseas business by acquiring ATB Group in Austria and integrating resources from SIR in Italy, establishing branches in North America, and building a global R&D and manufacturing network [1] - As of now, Wolong Electric Drive has established 13 manufacturing plants and 4 R&D centers overseas, serving several international leading enterprises, indicating a growing global operational system [1] Group 2 - Experts believe that the timing of Wolong Electric Drive's planned listing is an extension of its global strategy and a response to the need for diversified financing platforms [2] - The Hong Kong listing is expected to enhance the company's recognition in global capital markets and expand its overseas business and cooperation opportunities [2] - The trend of A-share companies pursuing the "A+H" model is increasing, with 5 new "A+H" stocks listed in Hong Kong in 2025, raising approximately HKD 56 billion, which accounts for 72% of the total fundraising in the Hong Kong market during the same period [2] Group 3 - Ningbo Joyson Electronic Corp. is also advancing its global layout and has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [3] - Listing on the Hong Kong market allows companies to access more international investors and provides support for overseas expansion and acquisitions [3] - The rising popularity of the "A+H" model is attributed to policy support, improved market conditions, internationalization needs, and industry development trends, suggesting strong sustainability in the future [3]
第9届南博会开幕:打造“全球农产品大观园”
Zheng Quan Ri Bao· 2025-06-19 16:49
Group 1 - The 9th China-South Asia Expo opened in Kunming, Yunnan, with participation from 73 countries and regions, showcasing over 2,500 enterprises [1] - The expo featured 16 themed pavilions, with highlights including the newly established "Living in Yunnan" pavilion, Traditional Chinese Medicine pavilion, and a market-oriented modern agriculture pavilion [1] - The modern agriculture pavilion aimed to create a "global agricultural product exhibition," showcasing advancements in tea exchange, flower variety research, smart planting, and logistics technology for fruits and vegetables [1] Group 2 - The coffee industry pavilion gathered high-quality global coffee resources and showcased cutting-edge industry achievements [2] - AI technology was introduced in Traditional Chinese Medicine, with devices achieving an accuracy rate of 83.4% in diagnosing health conditions and providing tailored health recommendations [2] - The "Agriculture + Photovoltaics" model implemented by companies like China Huaneng has optimized coffee planting methods in Yunnan and is being expanded to other agricultural products [2]
影石创新:滑滑梯搬进了办公区 ——对话科创板上市公司首位“90后”创始人刘靖康
Shen Zhen Shang Bao· 2025-06-19 16:48
日前,影石创新科创板上市的第二天下午,深圳宝安中心区影石创新总部25楼。20多家媒体等待科创板 首位"90后"创始人刘靖康现身,开启上市后的首次媒体交流。 距离交流会还有几分钟时间,这位一贯低调、带着几分"神秘感"的创始人,手里攥着一瓶可乐,像赶赴 一场普通的技术例会般走了进来。身上是那件熟悉的黑色影石文化衫——和敲钟当日无异。 影石的成功,常被归功于"一门心思制造打动人心的产品"。秘诀何在?有一条很重要:不断抓到用户新 的需求,不断创造产品领先的窗口期。 "我们很多需求的产生,不是来自于少数的产品经理或者拍脑袋,而是经过非常扎实的客户研究和需求 共创。"刘靖康说。 没等工作人员指引,他径直走到一旁的小桌旁,熟练地调试起连接投影的电脑。旁边的员工一脸淡定。 也许,刘靖康这样,他们早习惯了。 "火"的证明:100多个问题 影石创新上市,有多热?一个细节:工作人员透露,会前收集的媒体问题,超过了100个。 "上市意味着什么?""AI怎么改变体验?""未来市场计划?"……两个半小时的媒体交流会,刘靖康一一 回应外界关心的问题。 面对"90后创新一代""全景相机第一股""中国硬件新榜样"等光环,他却异常平静:"心情的 ...
上海上半年最大规模土拍登场 保利发展“连中两元”
Zheng Quan Ri Bao· 2025-06-19 16:48
Group 1 - The fifth batch of land supply in Shanghai for 2025 officially commenced on June 19, marking the largest land auction in the first half of 2025, taking place over two days [1] - On the first day, five plots were sold across Yangpu, Minhang, Baoshan, Qingpu, and Jinshan districts, totaling an area of 271,700 square meters and generating a total transaction amount of 19.157 billion yuan, with four plots sold at a premium and one at the base price [1] - The most notable plot was in the Yangpu District, which attracted six bidders and was won by Poly Developments for approximately 3.5 billion yuan, with a floor price of 95,500 yuan per square meter and a premium rate of 30.79% [1] Group 2 - In addition to the Yangpu plot, Poly Developments also secured the Zhuanqiao plot in Minhang District for a total price of 3.14 billion yuan, with a floor price of 38,800 yuan per square meter and a premium rate of 12.95% [2] - The highest total price was for a group of six subplots in Baoshan District, won by China State Construction Engineering Corporation for 8.195 billion yuan, with a comprehensive floor price of 25,500 yuan per square meter and a premium rate of 1.17% [2] - A total of 14 real estate companies participated in the auction, including six central enterprises, seven local state-owned enterprises, and one private enterprise, indicating that central and state-owned enterprises remain the main participants [2]
海默科技易主 疑似“熟识”提前入场
Bei Jing Shang Bao· 2025-06-19 16:32
2024年入主大千生态失败后,有着瀛海集团背景的"70后"范中华进军A股的野心并未消退,如今他将目 光盯向了海默科技(300084)。仅受让5%的股份,范中华斥资2.02亿元撬动了控制权。从家族企业退 出转向股权投资,范中华目前控制的企业已超10家。穿透范中华旗下企业股权,北京商报记者发现了海 默科技董事长兼总裁杜勤杰、副总裁兼财务总监刘淼的身影,这也意味着三人或是熟识。而颇为值得推 敲的是,杜勤杰、刘淼均在近半年内入职海默科技。除了两人之外,海默科技近半年新入职高管还有副 总裁张雷,系杜勤杰提名,两人均曾有过西南证券任职经历。复杂关系下,张雷、杜勤杰配偶康宁还均 在今年3月抛出了增持计划,其中康宁目前持股处于浮盈状态。从"熟识"上任高管到高管配偶抛出增持 计划,再到范中华如今入主,这一切究竟是巧合还是早有筹划? 5%的持股撬动控制权 通过受让股权+表决权的方式,范中华将成为海默科技实控人。值得一提的是,范中华受让股权的比例 仅5%。 6月18日晚间,海默科技披露了公司控制权转让的《详式权益变动报告书》。据了解,公司控股股东山 东新征程能源有限公司(以下简称"山东新征程")、实际控制人苏占才、持股5%以上股东 ...
股价2个月暴涨200%,永安药业主营业务持续“失血”
Di Yi Cai Jing Zi Xun· 2025-06-19 16:27
短短两个半月内,永安药业(002365.SZ)股价从9元飙升至28元,累计涨幅超200%。 截至6月19日收盘,永安药业市盈率(TTM)高达261倍,远超医药制造业平均市盈率32倍,但支撑这 波行情的牛磺酸价格,已从5月的2.5万元/吨的峰值回落至1.6万元/吨。 目前,永安药业仍面临主营业务"失血"和新业务能否持续的双重挑战。2022年-2024年,该公司营收累 计下跌42.6%,今年一季度续亏400多万元。 2个月股价暴涨200% 自4月启动行情以来,永安药业经历了三波涨势,股价从不足9元一路涨至最高时的29.19元,累计最高 涨幅高达224%。在经历了新一轮上涨后,永安药业6月19日跌停,报收25.44元/股。 市场次轮炒作永安药业的核心逻辑,围绕牛磺酸"供需缺口"展开。2025年4月,美国食品药品监督管理 局(FDA)要求婴幼儿奶粉和宠物食品必须添加牛磺酸。中国作为全球90%产能的供应方,因国内环保 限产和海外同行企业停产,进一步加剧供应紧张。 永安药业2024年报称,该公司现有牛磺酸生产能力5.8万吨/年,占50%左右的市场份额,公司牛磺酸产 品大部分出口世界各地,2024年海外营收占比60.23% ...
中国船舶: 中国船舶关于吸收合并中国船舶重工股份有限公司暨关联交易申请的审核问询函回复的公告
Zheng Quan Zhi Xing· 2025-06-19 16:10
本次交易尚需上交所审核通过并经中国证券监督管理委员会予 以注册以及相关法律法规所要求的其他可能涉及的必要批准、核准、 备案或许可(如需)后方可正式实施,能否实施尚存在不确定性, 有关信息均以公司指定信息披露媒体发布的公告为准。敬请广大投 资者关注后续公告并注意投资风险。 中国船舶工业股份有限公司 中国船舶工业股份有限公司(以下简称"中国船舶"、"公司") 拟以向中国船舶重工股份有限公司(以下简称"中国重工")全体换 股股东发行 A 股股票的方式换股吸收合并中国重工(以下简称"本 次交易" ),中国船舶为吸收合并方,中国重工为被吸收合并方。 近日,中国船舶、中国重工及相关中介机构对上海证券交易所 (以下简称"上交所")出具的《关于中国船舶工业股份有限公司吸 收合并中国船舶重工股份有限公司暨关联交易申请的审核问询函》 证券代码:600150 证券简称:中国船舶 公告编号:2025-045 (上证上审(并购重组)〔2025〕31 号)(以下简称"《问询函》") 进行了认真研究和落实,对《问询函》所涉及的问题进行了回复, 并对重组报告书等申请文件进行了修订、补充和完善,具体内容详 见公司同日在上交所(www.sse. ...