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申科股份41.89%股份由深圳汇理竞得 国资拟以10.13亿元入主
Zheng Quan Ri Bao Wang· 2025-06-04 12:49
Core Viewpoint - The auction results for the controlling stake of Shenkai Sliding Bearing Co., Ltd. have been announced, with Shenzhen Huili winning the bid for 41.89% of the shares at a price of 1.013 billion yuan [1]. Group 1: Transaction Details - Shenkai's controlling shareholder He Quanbo and the second-largest shareholder Beijing Huachuang plan to transfer their total holdings of 41.89%, consisting of 28.12% from He and 13.76% from Beijing Huachuang [1]. - The transaction was conducted through the Beijing Property Exchange, with the auction results announced on June 3 [1]. Group 2: New Controlling Shareholder - Shenzhen Huili is controlled by the Zaozhuang Tai'erzhuang District State-owned Assets Supervision and Administration Commission, which has been actively investing in the new energy sector [2]. - The local government supports state-owned platforms in integrating the new energy industry chain, which may influence Shenkai's strategic direction [2]. Group 3: Industry Context and Challenges - Shenkai is a leading company in the domestic thick-walled sliding bearing sector, maintaining steady growth in traditional markets, but faces pressures for transformation due to increasing precision requirements in rail transit, wind power, and aviation [2]. - The emergence of new industries such as electric vehicles and robotics presents both opportunities and challenges, necessitating enhanced R&D capabilities [2]. Group 4: Potential Benefits of the Transaction - Experts suggest that local state-owned capital entering Shenkai could provide policy and financial support, particularly in high-end manufacturing and resource integration [3]. - The transaction may enable Shenkai to collaborate with local new energy companies, potentially leading to the development of bearings suitable for wind power and electric vehicles, thus becoming a key node in the regional industry chain [3].
“南哥”威武能多久
Guo Ji Jin Rong Bao· 2025-06-04 06:49
下笔之时,正好看到300651(金陵体育)再度冲击涨停板(两天两个20CM),而共创草坪(605099) 早早三连板恭候金陵体育到来。 苏超的成功并不偶然,它是当前中国社会经济发展到一定阶段的反映,是中国经济社会转型需求与群众 新需求的结合体,背后大有文章可做。 江苏13个地级市均为全国百强市,实力雄厚,又长期存在"散装江苏""十三太保"的地域竞争心态,赛事 组织者巧妙利用这一特点,设计出"盐水鸭vs水蜜桃""楚汉争霸2.0"等城市对抗主题,将"历史恩怨"、经 济比拼移植到足球场。 恐怕出乎组织者意料的是,"苏超"的激烈对抗和伴生的城市荣誉感催生出群众的强烈观看需求,一些地 方的二手门票甚至炒到500元,场均观众超1万人(第三轮盐城/徐州场达2.2万人),碾压同期中甲联赛 观看人数。 随着比赛进行,江苏网友纷纷造梗,如"比赛第一,友谊第十四"、而常州队连败输球被调侃"吊州→巾 州→丨州"、南通队连续赢球雄霸榜首则被球迷叫成"南哥",与此同时,各种与之相关的搞笑视频在抖 音等各大平台喷涌而出,一些视频点击量破亿。 在江苏人民热烈参与"苏超"(江苏省城市足球联赛)的时候,购买体育板块上市公司股票的股民也露出 了久 ...
绿通科技拟控股台积电供应商谋转型 大摩半导体突破关键技术年赚6511万
Chang Jiang Shang Bao· 2025-06-03 23:38
Core Viewpoint - Greenway Technology (301322.SZ) plans to acquire at least 51% of Jiangsu Damo Semiconductor Technology Co., Ltd. to facilitate its industrial transformation into the semiconductor sector [2][4][8] Group 1: Acquisition Details - The acquisition will be executed through cash payment, with a framework agreement already signed between Greenway Technology and the stakeholders of Damo Semiconductor [4] - The final valuation of Damo Semiconductor will be determined by an assessment report and the formal acquisition agreement [4] - Damo Semiconductor specializes in integrated circuits and semiconductor wafer detection, collaborating closely with major companies like TSMC and SMIC [2][10] Group 2: Financial Performance - Greenway Technology has faced operational challenges in 2023, with revenue and net profit declining significantly compared to previous years [5][6] - From 2020 to 2022, the company's revenue grew from 558 million to 1.471 billion, and net profit increased from 52 million to 312 million, marking growth rates of 163.62% and 500% respectively [5] - However, in 2023 and 2024, the company reported revenues of 1.081 billion and 831 million, reflecting year-on-year declines of 26.48% and 23.15% [6][7] Group 3: Strategic Rationale - The acquisition is seen as a strategic move for Greenway Technology to diversify its business and create new profit growth points by entering the semiconductor industry [11] - Damo Semiconductor's projected net profit for 2024 is approximately 65.11 million, with a commitment to achieve net profits ranging from 75 million to 110 million from 2025 to 2027 [11]
看“花木之乡”安徽肥西转型升级
Core Insights - The article highlights the challenges and transformation of the苗木花卉 industry in Feixi County, Anhui Province, emphasizing the need for innovation and adaptation to market demands [1][2][3] Industry Overview - Feixi County is known as the "Hometown of Flowers and Trees," with a history of over 60 years in the苗木花卉 industry, which has become a pillar for local farmers' income [1] - The industry is currently facing issues such as overcapacity, supply-demand imbalance, and a lack of diversity in planting structures, leading to an adjustment period [1][2] Transformation Initiatives - The county's government has prioritized the transformation and upgrading of the苗木花卉 industry as part of its 2025 agenda, focusing on eliminating low-end苗木 and promoting high-quality varieties [2] - Strategies include the establishment of modern forestry industrial parks and a diversified product system to meet varied customer needs [2][5] Government Support - Local government departments are implementing policies to enhance industry services and technological empowerment, including direct engagement with林长 (forest managers) to address industry challenges [3][9] - The establishment of the China Central Flower and Tree City as a major distribution and information center for苗木花卉 has been pivotal in supporting the industry [9][10] Company Innovations - Companies like 合肥垠海 and 合肥润雨 are adapting by diversifying their product offerings, investing in new technologies, and enhancing their operational infrastructure to improve competitiveness [4][7] - 合肥垠海 has expanded its operations to include high-value庭院 plants and invested in advanced irrigation systems to boost production efficiency [4] Market Dynamics - The苗木花卉 market is evolving with companies exploring new varieties and applications, such as integrating tourism and recreational activities into their business models [7][8] - The establishment of a comprehensive online and offline trading platform has facilitated better market access and information dissemination for industry participants [9][10]
南财快评|成立交易平台,促进广东体育产业与消费双重跃升
近日,前海深港现代服务业合作区管理局与南方财经全媒体集团下属的广东省南方文化产权交易所牵头合作,共同成立"前海体育知识产权与赛事资源交易 平台"(下称"交易平台"),旨在整合国内国际体育赛事、场馆、人才、版权、赞助、装备等资源,提供信息发布、交易撮合、金融服务、数据支持等综合 服务,提升差异化竞争力,为经济增长注入文体产业新质生产力。 (图片由活动主办方提供) 近些年来,我国国民运动与健康意识持续觉醒,从跑步、爬山到滑雪、露营、骑行,从足球、篮球、乒乓球到网球、高尔夫、斯诺克等,越来越多的人有意 识地提升自身运动表现及健康水平,这既为体育上下游相关产业带来历史性发展机遇,也给体育产业提出高质量发展的要求。 今年全国两会期间,政府工作报告将全方位扩大国内需求列为今年政府工作十项任务之首,提出大力提振消费,包括"释放文化、旅游、体育等消费潜力"。 体育作为健康事业与幸福产业的结合体,具有很强的"乘数效应""融合效应""带动效应",是提振消费和扩大国内需求的重要力量。今年4月,国家体育总局 将广州市、深圳市设立为促进体育消费和赛事经济试点工作城市。 今年11月,第十五届全国运动会和全国第十二届残疾人运动会暨第九届特 ...
稳居全区工业经济“C位” 嘉定汽车工业总产值突破3045亿元
Core Viewpoint - Jiading District is actively embracing the transformation of the automotive industry, focusing on new energy and technology to achieve industrial transformation and development [1][2] Group 1: Industrial Development - Jiading District aims to become a world-class automotive industry center, with significant efforts made to support the transformation of existing enterprises and promote intelligent manufacturing [1] - The district has expanded its focus in the new energy sector from electric vehicles to include hydrogen fuel cells, methanol, solid-state batteries, and new energy storage technologies [1][3] - The automotive industry in Jiading has a total output of 720 billion yuan, with the "New Four Modernizations" sector exceeding 250 billion yuan and an average growth rate of 38% over the past three years [3] Group 2: Strategic Partnerships and Events - Jiading District is a key strategic partner of the China Automotive Industry Association (CAIA), hosting the annual China Automotive Forum for five consecutive years [1][2] - The CAIA plans to hold the 2025 China Automotive Forum in Jiading from July 10 to 12, marking an important transition point in the planning of the 14th and 15th Five-Year Plans [1] Group 3: Talent and Infrastructure - The Jiading government has implemented various policies to attract talent, emphasizing high-quality, low-cost urban living to draw individuals to the area [3] - Jiading is strategically located in the Yangtze River Delta, serving as a comprehensive node city with significant transportation advantages [3] - The district hosts over 4,500 automotive-related enterprises and has more than 200 research and development platforms, including 24 national and municipal-level platforms [3]
中美日内瓦会谈后,中外跨境电商聚在了郑州
Sou Hu Cai Jing· 2025-05-30 17:56
Group 1 - The core viewpoint of the articles highlights the challenges and opportunities faced by the cross-border e-commerce industry due to the changing U.S. tariff policies and international trade uncertainties [3][4][10] - The U.S. has ended the exemption on tariffs for small packages valued under $800 from China, which significantly impacts the cross-border e-commerce sector, as approximately 1.36 billion packages entered the U.S. this way in 2024 [3][4] - Experts suggest that Chinese cross-border e-commerce must adapt by restructuring logistics, increasing local warehousing in the U.S., and diversifying markets beyond North America to mitigate risks [4][10][12] Group 2 - The "External Trade Quality Products China Tour" event in Henan aims to expand domestic sales channels for foreign trade products, promoting integrated development of domestic and foreign trade [12][15] - The cross-border e-commerce sector in Henan has seen significant growth, with annual import and export volumes increasing from over 100 billion yuan in 2017 to over 260 billion yuan in 2024, reflecting institutional innovation and deepening openness [15][16] - The event attracted over 300 foreign trade enterprises and showcased nearly 10,000 export products, indicating a strong interest in cross-border e-commerce and the potential for further market expansion [15][16]
际华集团: 际华集团2024年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-30 09:10
Core Points - The company is preparing for the 2024 Annual General Meeting (AGM) scheduled for June 20, 2025, to discuss various proposals including the annual financial report and related transactions [3][4][28] - The company emphasizes the importance of maintaining shareholder rights and orderly conduct during the AGM, with specific guidelines for participation and voting [2][4][5] Group 1: Meeting Procedures - The AGM will be chaired by the company's board chairman, and a secretary will be appointed to manage the meeting procedures [3][4] - Shareholders are required to register their attendance to participate in voting and discussions, with specific rules regarding the validity of votes [2][5] - Legal representatives will be present to witness the meeting and provide legal opinions on the proceedings [2][5] Group 2: Proposals for Discussion - The agenda includes the review of the 2024 Board of Directors' work report, which outlines the company's strategic adjustments and innovations [4][5] - The company plans to discuss the 2024 financial statements, which have been audited and received a standard unqualified opinion from the auditing firm [28] - Proposals will also cover the annual profit distribution plan and the expected amounts for related party transactions for 2024 [20][28] Group 3: Corporate Governance - The company has established a governance structure that includes a board of directors, supervisory board, and various committees to ensure compliance and effective decision-making [6][9] - The board has been active in reviewing and approving significant operational and financial decisions, with a focus on risk management and compliance [7][9] - The company has implemented a comprehensive internal control system to monitor and manage risks effectively [7][26] Group 4: Financial Performance - The company reported its financial results for 2023, highlighting compliance with accounting standards and regulations [19][26] - The financial reports indicate a commitment to transparency and accuracy in financial disclosures, with regular audits conducted [14][26] - The company has outlined its plans for future financial management, including the use of raised funds and investment strategies [20][24]
舆论乱象背后,需正视车企负债
Di Yi Cai Jing Zi Xun· 2025-05-30 06:26
随着全球汽车行业竞争加剧,市场对车企的财务状况担忧正加剧。近日,关于"谁是汽车界恒大"的言 论,更是引起广泛讨论,引发市场对中国车企高负债的担忧再度升温,在资本市场上汽车板块上市公司 股价更是接连多日暴跌。 这不禁让人疑惑,到底是中国车企正在面临经营困局,还是有人在制造"高负债=高风险"的舆论炒作? 让我们翻开全球车企财报,从中找到答案。 被片面解读的负债率 从2024年财报来看,多数国内外主流车企负债率超过60%,最高的超80%,而恒大负债率超过80%。 | 2023-2025年- | | | 季度全球主流车企资产负债率情况 | | | | --- | --- | --- | --- | --- | --- | | 企业名称 | 2023年 | 2024年 | 同比增减 | 2025年 一季度 | 较24年末增减 | | 福特 | 84.34% | 84.27% | -0.07% | 84.30% | +0.03% | | 通用汽车 | 74.98% | 76.55% | +1.57% | 76.45% | -0.10% | | 大众 | 68.37% | 68.92% | +0.55% | 68.54% ...
亚星化学子公司引入战投增资2.2亿 16年未分红负债率超80%推进产业转型
Chang Jiang Shang Bao· 2025-05-29 23:51
在推进产业转型的过程中,亚星化学(600319)(600319.SH)获得国资助力。 5月28日晚间,亚星化学披露子公司融资计划。公司全资子公司潍坊亚星新材料有限公司(以下简称"亚 星新材料")拟按照约7亿元的投前估值融资,引入4家战略投资者共计2.2亿元投资,亚星化学放弃本轮 融资的优先认购权。 本轮融资完成后,亚星化学持有亚星新材料的股权比例将由100%变更为76.08%,亚星新材料仍为公司 的控股子公司,仍纳入公司的合并报表范围。 长江商报记者注意到,亚星新材料作为亚星化学产能搬迁复建主体,目前已建成首期CPE项目、12万 吨/年离子膜烧碱项目和15万吨/年双氧水项目。而本次引入的4家战投有着地方国资背景。 本次为亚星新材料引入战投,亚星化学意在进一步优化产业布局,推进公司新项目尤其是PVDC项目建 设。当前亚星化学正在由传统化工向新材料产业转型。 数据显示,2023年和2024年,亚星化学已连续两年扣除非经常性损益后的净利润(扣非净利润,下同)亏 损,累计亏损约2.68亿元。同期,亚星新材料净利累亏1.38亿元。 截至2025年3月末,亚星化学资产负债率进一步升至80.5%。自2009年以来,亚星化学 ...