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11月14日这些公告有看头
第一财经·2025-11-14 13:09

Key Points - 华盛锂电's production and operations have not undergone significant changes, but the company faces risks of performance decline or losses due to uncertainties in the downstream lithium battery industry and ongoing cost reduction efforts [4] - 莎普爱思 has received approval for clinical trials of a drug aimed at maintaining dilation during cataract surgery, which may enhance its product offerings in the ophthalmology sector [5] - 奥比中光 has completed over 10 chip tape-outs, including iToF and dToF sensing chips, indicating strong progress in its chip development for 3D vision technology [6][7] - 利欧股份 has provided a joint liability guarantee of 420 million yuan for its wholly-owned subsidiary, indicating financial support amidst the subsidiary's reported losses [8] - 瀚川智能's controlling shareholder is facing judicial auction of 2.67% of its shares, which could impact the company's ownership structure [9] - 天汽模 is planning a cash acquisition of 50% of 东实股份, which would make it a controlling subsidiary, although the transaction is still in the planning stage [10] - 我武生物 has decided to terminate the development of a specific drug project, indicating a strategic shift in its R&D focus [11] - 航天机电's subsidiary has won an arbitration case for nearly 191.71 billion Korean won, which may have implications for the company's financials [12] - 长源电力's subsidiary has received approval for a 100MW wind power project, reflecting ongoing investments in renewable energy [13] Performance Overview - 天马科技 reported a total eel output of approximately 1732.99 tons in October 2025, with a sales price range of 55,000 to 100,000 yuan per ton [14] - 中国建筑 signed new contracts worth 3.61 trillion yuan in the first ten months of 2025, showing a year-on-year growth of 1% [15] - 赣粤高速's vehicle toll service revenue for October 2025 was 266 million yuan [16] - 中国中冶's new contract amount for the first ten months of 2025 was 845.07 billion yuan, a year-on-year decrease of 11.8% [17] - 中煤能源's coal sales in October 2025 were 21.88 million tons, a year-on-year decrease of 12.8% [18] - 上海机场's Pudong International Airport passenger throughput increased by 12.46% year-on-year in October 2025 [19] - 中国神华's coal production in October 2025 was 26.4 million tons, a year-on-year decrease of 7.4% [20] Shareholding Changes - 骆驼股份's chairman plans to reduce his stake by up to 0.6137% due to personal financial needs [21] - 清源股份's controlling shareholder has reduced its holdings of convertible bonds by 13.71% [22] - 永兴股份's shareholder plans to reduce its stake by up to 1% due to funding needs [23]