7月4日，浙江省建设投资集团股份有限公司（下称"浙江建投"或"公司"，002761.SZ）披露，公司第四 届董事会职工董事沈康明于近日不幸去世。 记者注意到，近年浙江建投还有2名高管与管满宇一样因"严重违纪违法"落马。其中，2024年4月，浙江 建投原副总经理吴飞因涉嫌严重违纪违法，选择投案；2023年11月，浙江建投原党委书记、董事长沈德 法（正厅级）涉嫌严重违纪违法，主动投案。次年4月26日，沈德法涉嫌受贿、国有公司人员滥用职权 一案，由浙江省监察委员会调查终结，移送检察机关审查起诉。 2024年资产负债率高达92.13% 集团官网显示，作为浙江省成立最早、经营规模最大的建筑企业，浙江省建设投资集团股份有限公司成 立于1949年7月11日，历经浙江建筑公司（时为政府管理部门）、浙江省城市建设局、浙江省建筑工程 局、浙江省建筑工业厅、浙江省基本建设局等15次变革，现已发展成为一家集投资、设计、建造、运维 于一体的现代建筑服务全产业链企业集团，是整体上市的浙江省属国有企业。 2019年11月，多喜爱发布公告，浙江建投100%股权拟作价72.82亿元置入上市公司。完成交易后，上市 公司的实际控制人变更为浙江省国 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600111证券简称：北方稀土 公告编号：2025-039 中国北方稀土（集团）高科技股份有限公司 2025年半年度业绩预增公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ●本次业绩预告适用情形：实现盈利，且净利润与上年同期相比上升50%以上。 ●经中国北方稀土（集团）高科技股份有限公司（以下简称公司）财务部门初步测算，预计2025年半年 度实现归属于母公司所有者的净利润90,000万元到96,000万元，与上年同期（法定披露数据）相比，将 增加85,500万元到91,500万元，同比增加1882.54%到2014.71%。 预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润88,000万元到94,000万元，与 上年同期（法定披露数据）相比，将增加86,500万元到92,500万元，同比增加5538.33%到5922.76%。 ●本次业绩预告数据仅为初步核算数据，具体准确的财务数据以公司正式披露的2025年半年度报告为 准。公 ...

本报记者 陈潇 美妆上市公司水羊集团同样推出了2025年度"股东尊享臻礼回馈"活动。7月9日，公司发布公告称，对2025年6月12日收市 后登记在册的公司股东按持股数进行赠礼。具体来看，持股5000股以下股东将获得"伊菲丹超级JOURCP小美盒"，持股5000股 及以上股东则可获赠"伊菲丹超级JOURCP正装礼盒"。该举措意在提升品牌产品的渗透率，并强化股东对公司核心品牌价值的 体验感和认同度。 众和昆仑（北京）资产管理有限公司董事长柏文喜对《证券日报》记者表示，近年来，投资者关系管理的重要性显著提 升，不少上市公司通过实物赠送、体验型回馈等方式创新股东沟通形式，这有助于构建和谐的股东关系，强化投资的长期主义 理念。 "'场景化+品牌化'股东回馈模式，能够在提升企业品牌认知度、增强投资黏性等方面起到积极作用。"南开大学金融学教授 田利辉对《证券日报》记者表示，未来，更多企业或将把股东回馈作为市值管理体系中的有机一环，探索形成"互动、认同、 共赢"的新型股东关系生态。 近日，北京铜官盈新文化旅游发展股份有限公司（以下简称"盈新发展"）、盖世食品股份有限公司（以下简称"盖世食 品"）、水羊集团股份有限公司（以下简 ...

联环药业分析师会议 调研日期：2025年07月09日 调研行业：化学制药 参与调研的机构：江苏证券业协会、中信银行、中信建投证券、 华宝证券、毅达资本等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | ST ...

证券代码：000899 证券简称：赣能股份 编号：2025 -03 | 投资者关系活动类别 | 特定对象调研 ☐分析师会议 | | | --- | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | | | ☐新闻发布会 ☐路演活动 | | | | ☐现场参观 | | | | ☐其他（请文字说明其他活动内容） | | | | 华创证券霍鹏浩、李清影 兴证全球基金苏宇鹏 | | | 参与单位名称及人员姓名 | 国泰基金曾攀水 | | | | 建信基金许杰 | | | | 新华资产李明生 | | | 时间 | 2025年07月09日 15:00—16:00 | | | 地点 | 公司会议室，腾讯会议方式 | | | | 副总经理、董事会秘书李洁 | | | 上市公司接待人员姓名 | 证券事务代表尹思悦 1、2025 年一季度，公司基本情况及经营情况？ | | | | 答：（1）公司于 1997 年挂牌成立，同年 11 月在深交所发行上 | | | 投资者关系活动主要内容 | 市，总股本约 9.76 亿股，第一大股东为江西省投资集团有限公司（持 | | | 介绍 | 股比 37.78%），第二大股东 ...

Group 1 - The core viewpoint is that Jinjiang Hotels is actively managing its market value to enhance its performance and valuation in the capital market [1] - The company recognizes that corporate governance is the cornerstone of market value management, implementing a "three-in-one" reform to optimize its organizational structure and create an efficient management team [1] - Jinjiang Hotels has established a "three-platform" operational management system to achieve efficient collaboration and integration of resources such as brand, membership, and supply chain, significantly improving operational efficiency [1] Group 2 - Jinjiang Hotels integrates ESG principles into its development, positioning itself as a "green pioneer" in sustainable development [1] - The company actively promotes HSB verification and leads the industry's green and low-carbon transformation, while also creating a green supply chain and advocating for resource recycling [1] - Jinjiang Hotels has received high recognition from the capital market for its commitment to environmental sustainability, which contributes to the long-term value growth of the company [1] Group 3 - The company emphasizes transparent communication with investors, utilizing innovative information disclosure methods such as visual annual reports to make it easier for investors to understand its operational status [2] - Jinjiang Hotels engages in various investor interaction activities, including performance briefings and investor exchange events, to strengthen the bond between investors and the company [2] - The company has consistently returned high dividends to shareholders, with cumulative dividends reaching 6.039 billion and a long-term dividend payout ratio exceeding 50% [2]

Core Viewpoint - The introduction of the new market value management regulations has led to significant developments in investor relations management, with 644 listed companies implementing value management systems or valuation enhancement plans since November 2022 [1] Group 1: Current State of Central State-Owned Enterprises (SOEs) - As of 2024, 492 central SOEs account for 9.14% of A-share listed companies but contribute 36.32% of total market value, 43.74% of revenue, and 59.03% of net profit, highlighting their critical role in the national economy [1] - There is a notable disparity within central SOEs, with companies valued over 50 billion yuan contributing nearly 80% of market value and over 90% of net profit, while smaller companies (under 10 billion yuan) represent 36.79% of the total but only 2.82% of market value [2] Group 2: Challenges and Recommendations for Small and Medium-Sized SOEs - Small and medium-sized central SOEs face dual pressures on profitability and valuation, with challenges including outdated capital tools and insufficient innovation [2] - Recommendations for regulatory bodies include differentiated assessments focusing on R&D conversion rates for tech companies and flexible regulations for companies in economically challenged regions [2][3] Group 3: Strategies for Transformation - For tech companies, strategies include binding core technologies to teams, establishing innovation incubation mechanisms, and creating suitable incentive systems [3] - Traditional industries are encouraged to upgrade production capacity, integrate supply chains, and pursue asset securitization [3] - Public service companies should focus on value reconstruction, achieving ESG premiums, and transitioning to smart services [3] Group 4: Implementation of Capital Tools - Companies can create a collaborative matrix of capital tools such as buybacks, ESG disclosures, and supply chain integration to enhance market value management [4] - Successful case studies include improvements in R&D efficiency and valuation recovery through innovative practices [4] Group 5: Long-term Goals - Short-term goals include restoring the valuation of 30 underperforming companies to a price-to-book ratio of 1.0 and reducing the overall discount rate of central SOEs by 15% by 2026 [5] - Mid-term objectives aim for a 15% increase in buyback amounts and a 25% rise in institutional holdings in small and medium-sized SOEs by 2027 [5] - Long-term aspirations include achieving a 6% R&D intensity and surpassing 500 billion yuan in overall R&D investment by 2030, with a total market value of central SOEs exceeding 100 trillion yuan [5]

编号：2025-004 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | 其他继续磋商以现金方式购买资产及终止发行股份、支付现金购 | | | 买资产并募集配套资金事项投资者说明会 | | | 线上参与公司继续磋商以现金方式购买资产及终止发行股份、支付 | | 参与单位名称及人员姓名 | 现金购买资产并募集配套资金事项投资者说明会的全体投资者 | | 时间 | 2025年07月08日 15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长梁勤 | | | 副董事长、副总裁刘从宁 | | | 副总裁、财务总监戴娟 | | | 董事长助理、董事会秘书范锋斌 | | | 交易对方代表 | | | 标的公司代表 | | | 独立财务顾问主办人 | | | 1.建议向全体股东以低于20元/股的价格每10股配售3股来解决 购买资产所需的资金 | | 投资者关系活动主要内容 | ...

Group 1 - The core viewpoint of the news is that Northern Rare Earth has outlined its production plans and market strategies in response to regulatory changes and market conditions [1] - Northern Rare Earth will strictly adhere to the total control indicators for rare earth production set by the government, with annual production plans to be followed [1] - The company has a relatively low export revenue proportion, indicating minimal impact from export controls [1] Group 2 - The company has a smelting and separation capacity of 210,000 tons per year and a magnetic material capacity of 100,000 tons per year [1] - Key projects under construction include a 50,000-ton high-performance neodymium-iron-boron rapid solidification alloy project and a 5,000-ton per year rare earth permanent magnet industrialization project [1] - The company plans to achieve a rare earth waste recycling capacity at the ton level and is collaborating with multiple enterprises [1] Group 3 - The market activity for rare earths in the first quarter of 2025 is reported to be better than the same period last year, with prices rising due to policy influences [1] - Northern Rare Earth has established a "Market Value Management Method" with qualitative requirements for market value management assessments [1]

Core Viewpoint - The company has established a value management system aimed at enhancing investment value and shareholder returns through strategic management practices and compliance with relevant regulations [1][2]. Chapter 1: General Principles - The value management system is designed to improve the company's quality and enhance its investment value and shareholder return capabilities [1]. Chapter 2: Objectives and Basic Principles of Value Management - The main objective of value management is to sustainably create company value and enhance market image through governance, compliance, operational improvements, and investor relations [2]. - Basic principles include compliance, systematic approach, scientific management, continuous process, and integrity [2]. Chapter 3: Institutions and Responsibilities of Value Management - The board of directors leads value management, with the secretary responsible for execution and coordination among departments [3][4]. - The board is tasked with setting long-term investment value goals and ensuring alignment with overall company strategy [3]. Chapter 4: Main Methods of Value Management - Key methods to enhance investment value include mergers and acquisitions, employee stock ownership plans, cash dividends, investor relations management, timely information disclosure, and share buybacks [5][6]. Chapter 5: Monitoring and Early Warning Mechanism - The company will monitor key indicators like market value and set early warning conditions to maintain market value [7]. Chapter 6: Prohibited Activities in Value Management - The company and its stakeholders must avoid misleading information disclosure, insider trading, and other illegal activities that disrupt market order [8]. Chapter 7: Supplementary Provisions - The document outlines specific conditions for significant stock price declines and states that the board retains the authority for interpretation and amendments [8].