登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601199 证券简称：江南水务 公告编号：临2025-029 江苏江南水务股份有限公司（以下简称"公司"）于2025年8月6日召开第八届董事会第三次会议审议通过 了《关于以公开挂牌方式转让江阴浦发村镇银行股份有限公司8%股权的议案》，同意以公开挂牌方式 转让江阴浦发村镇银行股份有限公司（以下简称"浦发村镇银行"）8%股权，挂牌转让价格不低于所持 浦发村镇银行8%股权对应评估值1,254.8353万元。具体内容详见公司于2025年8月7日披露的《江南水务 关于出售资产的公告》（公告编号：临2025-028）。 二、交易进展情况 2025年8月15日，浦发村镇银行8%股权正式在常州产权交易所有限公司（e交易平台www.ejy365.com） 公开挂牌转让，挂牌价格为12,548,357.78元，挂牌起始日为2025年8月15日，挂牌截止日期为2025年9月 25日，项目编号为N0101GQ250024。本次挂牌转让的具体信息可在e交易平台（www.ejy365.com）进行 查询。 三、其他说明 债券代码：252240 债券简称：23江南01 江苏江南 ...

Core Viewpoint - Hailong Holdings (01623) has entered into a memorandum of agreement to sell a vessel for $100 million, which is expected to enhance financial flexibility and support future strategic development [1] Group 1: Transaction Details - The seller, Hailong Shipping Holdings Limited, a wholly-owned subsidiary of the company, has agreed to sell the vessel to PT CAKRA BUANA RESOURCES ENERGI TBK [1] - The vessel has been owned by the group since January 2015 and is primarily used for marine engineering services, including subsea pipeline laying, offshore transportation, and installation of offshore structures [1] Group 2: Financial Implications - The sale is anticipated to generate immediate cash inflow, which will be utilized to reduce outstanding debt and improve working capital [1] - Proceeds from the transaction will strengthen the company's ability to execute new strategic plans [1] Group 3: Operational Benefits - The sale will alleviate significant maintenance costs associated with the vessel, including insurance, dry-docking repair costs, and routine maintenance expenses [1] - By reducing these operational burdens, the company aims to enhance efficiency and flexibility in project execution, leading to growth in benefits [1]

该船舶自2015年一月起由集团拥有。该船舶主要用于公司海洋工程服务板块，执行海底管线铺设、海上 运输及海上结构安装等项目。 出售事项预计将产生即时现金流入，可提升公司财务灵活性以支持未来战略发展。完成交易后，所得款 项将用于减少未偿还债务、改善流动资金状况、强化公司执行新战略计划的能力。此外，出售事项将减 轻与该船舶维护相关的巨额成本，包括但不限于保险费用、入坞检修费用及日常维护开支。通过减轻这 些营运负担，公司将在项目执行中提升效率与灵活性，实现效益增长。 智通财经APP讯，海隆控股(01623)发布公告，于2025年8月11日，卖方(公司间接全资附属公司海隆船运 控股有限公司)与买方(PT CAKRA BUANA RESOURCES ENERGI TBK)订立协议备忘录，据此，根据协 议备忘录所载的条款及条件，卖方有条件同意出售而买方有条件同意购买该船舶，代价为1亿美元。 ...

Core Viewpoint - Gansu Bank has agreed to sell a package of low-yield assets to Gansu Asset Management for 15.3 billion yuan, pending approval from independent shareholders [2][3][4] Group 1: Asset Details - The total book balance of the assets being sold, including principal and interest, is approximately 19.719 billion yuan, with the principal balance at about 17.864 billion yuan and accrued interest at 1.855 billion yuan [3] - The asset package consists of various low-yield assets, including credit assets and financial investment assets, with a total principal amount of 4.085 billion yuan in credit assets and 13.779 billion yuan in financial investment assets [3] - Financial investment assets include trust products (7.623 billion yuan), asset management plans (4.098 billion yuan), bonds (1.859 billion yuan), and private equity funds (199 million yuan) [3] Group 2: Financial Implications - Gansu Bank will receive 15.3 billion yuan for the asset sale, with an initial payment of 8 billion yuan and the remaining 7.3 billion yuan to be paid in installments over five years [3] - The present value of the remaining payment is estimated at approximately 6.796 billion yuan, leading to a total present value of the asset sale of about 14.796 billion yuan [3] - The estimated negative financial impact from the asset sale is around 126 million yuan, which may differ from the actual financial impact [3] Group 3: Strategic Benefits - The sale of low-yield assets is expected to improve Gansu Bank's asset quality and optimize its asset structure, reducing provisions and impairment losses [4] - This transaction will lower the bank's risk-weighted assets and enhance its capital adequacy ratio, contributing to the bank's ability to manage risks and support high-quality development [4] - Gansu Asset Management, as a subsidiary of Gansu Provincial Investment, is qualified for bulk acquisition of financial non-performing assets, which aligns with the bank's operational improvement goals [4]

Core Viewpoint - The company plans to sell part of its assets located at No. 38, Gangwan Road, Wuhu Economic and Technological Development Zone, through a public listing with a starting price of 94.5 million yuan (including VAT) [1][2][8] Transaction Overview - The board of directors has proposed to authorize the management to handle the sale procedures, including public listing and signing relevant agreements [2] - The transaction does not constitute a major asset restructuring as per the relevant regulations [2] - The final transaction counterpart and price are uncertain due to the public listing process [2] Asset Details - The assets for sale include land, buildings, and supporting facilities, primarily used for the production of plastic profiles, with some currently leased out [3][4] - The land area is 67,827.23 square meters, with a book value of 6.0476 million yuan and a net value of 3.1750 million yuan as of the evaluation date [3] - The buildings have a total area of 51,128.80 square meters, with a book value of 46.9379 million yuan and a net value of 6.9520 million yuan [3] Valuation Results - The asset evaluation was conducted by Beijing Huaya Zhengxin Asset Appraisal Co., Ltd., with a market value of 89.8513 million yuan (excluding VAT) based on the asset-based approach [4][5] - The evaluation showed an increase of 7.97243 million yuan, resulting in an increase rate of 787.25% [5] - The income approach yielded a market value of 75.7608 million yuan (excluding VAT), with an increase of 6.56339 million yuan and an increase rate of 648.11% [5] Transaction Pricing Basis - The final pricing will be based on the evaluation results, with a minimum price set at 94.5 million yuan [7] - The transaction will be conducted through a public listing, and the final price will be determined by the higher of the listing price or the bids from interested buyers [7] Purpose and Impact - The transaction aims to optimize resource allocation, activate existing assets, and focus on strategic priorities for sustainable development [8] - The impact on the company's financial status and operational results from this transaction cannot be accurately calculated at this time [8]

Group 1 - The company and its controlling subsidiary plan to transfer accounts receivable with a book value of 764,242.31 million yuan and a net book value of 609,251.75 million yuan to its controlling shareholder, Shaanxi Construction Holdings, at an assessed price of 728,521.03 million yuan [1] - The payment arrangement for the transaction will involve a combination of cash payment and the assumption of certain payables by Shaanxi Construction Holdings, which requires consent from relevant creditors [1][2] - The transaction aims to alleviate the company's accounts receivable collection pressure, reduce management costs, control financing growth, lower capital cost burdens, and enhance asset operation quality and liquidity [2] Group 2 - The sale of accounts receivable is expected to promote better operational development for the company and protect the legitimate rights and interests of all shareholders [2] - A significant portion of the accounts receivable being transferred has a longer aging period, and Shaanxi Construction Holdings, as a first-level enterprise under the provincial state-owned assets supervision and administration commission, is expected to implement more efficient collection methods [2] - The transaction price is determined based on the assessed value, ensuring a reasonable and fair pricing [2]

Core Viewpoint - New World Development has clarified that there have been no acquisition offers from its major shareholder or Blackstone Group, despite media speculation regarding potential privatization [2] Group 1: Asset Sales and Financial Situation - Recent reports indicate that New World Development is in discussions to sell its 11SKIES shopping center at Hong Kong International Airport to alleviate liquidity issues, with an estimated sale price exceeding HKD 10 billion [4][5] - The 11SKIES complex spans approximately 380,000 square feet and is a significant commercial asset near the Hong Kong-Zhuhai-Macao Bridge [5] - Additionally, there are rumors of New World Development seeking to sell the office portion of its K11 property on Huaihai Middle Road in Shanghai, with a total sale price of approximately CNY 2.85 billion [5][6] Group 2: Financial Performance and Debt Management - For the fiscal year ending June 2024, New World Development reported a significant loss, marking its first loss in nearly 20 years, with revenue declining by 34% to HKD 35.8 billion and a net loss of HKD 171 billion [7] - The company's debt-to-asset ratio stood at 49.33%, failing to meet its target of below 40%, with total debt amounting to HKD 151.6 billion, of which HKD 41.6 billion is short-term debt [8] - In May 2024, New World Development announced a delay in interest payments on four perpetual bonds totaling USD 3.4 billion, leading to a decline in both stock and bond prices [9] - The company successfully refinanced HKD 88.2 billion in loans by June 2024, with the earliest maturity date set for June 30, 2028, temporarily alleviating financial pressures [9]

人民财讯8月5日电，天宜新材(688033)8月5日晚间公告，为盘活公司资产，改善公司现金流，公司全资 子公司天津天宜拟向非关联方珠海格莱利摩擦材料股份有限公司出售持有的汽车刹车片与配件项目产线 相关机器设备，出售价格为1750万元；拟向非关联方重庆弘脉天下工贸发展集团有限公司转让位于天津 市武清区华宁道5号，建筑面积16778.56平方米的国有建设用地使用权及其地面建筑物，转让价格为 3390万元。 转自：证券时报 ...

Core Viewpoint - Company is implementing a significant strategic initiative to attract long-term investors and enhance its integrated paper packaging business, driven by the need to improve sustainability and core competitiveness [1] Group 1: Strategic Move - Company plans to establish a partnership with Xinsengli Bao Equity Investment Co., a subsidiary of Cinda Capital, to jointly invest 2.978 billion yuan in the establishment of Wuhu Shengying Enterprise Management Consulting Partnership [2] - The company will transfer part of its equity in subsidiaries, including 100% of Guangdong Shanying and 36.56% of Xiangheng Packaging, to raise over 7 billion yuan [2][3] - The funds raised will be used for production operations, research and development of new production capabilities, and upgrading existing production lines to further develop the integrated paper packaging business [3] Group 2: Financial Situation - As of March 31, 2025, Guangdong Shanying has total assets of 5.107 billion yuan and net assets of 2.191 billion yuan, while Xiangheng Packaging has total assets of 6.579 billion yuan and net assets of 2.199 billion yuan, together accounting for 21.65% and 29.05% of the company's total assets and equity, respectively [3] - In 2024, Guangdong Shanying achieved revenue of 3.019 billion yuan and net profit of 25.138 million yuan, while Xiangheng Packaging generated revenue of 7.173 billion yuan and net profit of 81.543 million yuan, together representing 34.87% of the company's total revenue [4] Group 3: Historical Context and Challenges - Company has faced significant challenges due to high debt levels and industry downturns, leading to a net profit loss in 2024 [1][5] - Since 2013, the company has pursued aggressive debt-fueled expansion, resulting in cumulative investment cash outflows of approximately 27.5 billion yuan from 2014 to September 2024 [6] - The company has been forced to frequently seek external financing, with direct financing totaling 26.9 billion yuan and bank loans amounting to 25.395 billion yuan over the past decade [7]

Core Insights - Unilever reported a 3.2% decline in sales to €30.1 billion for the first half of 2025, with a net profit decrease of 5.1% to €3.8 billion, while maintaining a gross margin of 45.7% [1][3] - Underlying sales growth (USG) for the first half was 3.4%, driven by a 1.5% increase in volume and a 1.9% price increase [1][4] Segment Performance - The Foods segment, which includes brands like Knorr, saw a 1.8% decline in sales to €6.6 billion, but an underlying sales growth of 2.2% [2][3] - The Beauty & Wellbeing segment, including brands like Dove and AHC, experienced a 0.8% sales decline to €6.5 billion, with a 3.7% underlying sales growth [2][3] - Personal Care sales also fell by 5.9% to €6.5 billion, but underlying sales grew by 4.8% [2][3] - Home Care sales decreased by 6.7% to €5.9 billion, with a 1.3% underlying sales growth [2][3] - The Ice Cream segment reported a slight sales increase of 0.2% to €4.6 billion, with a notable underlying sales growth of 5.9% [2][3] Regional Performance - Sales in the Asia Pacific region declined by 4.3% to €12.8 billion, while the Americas saw a 4.9% drop to €10.9 billion; Europe, however, experienced a 2.3% increase to €6.4 billion [5][6] - Underlying sales growth in the Asia Pacific region was the highest at 3.5%, with the Americas showing a 3.0% price increase and Europe achieving a 2.8% volume growth [6][4] Strategic Focus - Unilever is focusing on the Indian market as a key growth area, while also planning to divest assets worth €1.5 billion to €2 billion, emphasizing that these are not fire sales [8][10] - The company aims to enhance its portfolio by increasing investments in beauty and personal care, particularly in high-end and e-commerce segments [10][11] - Recent acquisitions include brands like Wild and Dr. Squatch, which complement Unilever's existing product lines [9][10] Future Outlook - Unilever anticipates a full-year underlying sales growth rate of 3% to 5% for 2025, supported by the performance in the first half [4][8] - The company expects continued improvement in the second half of the year, particularly in the Chinese and Indonesian markets [8][9]