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东方证券董事长辞职
Shang Hai Zheng Quan Bao· 2025-12-08 11:29
| 姓名 | 离任职务 | 离任时间 | 原定任期 到期日 | 离任原因 | 是否继 续在上 而公司 及其控 股子公 司任职 | 是否存 在未展 行完毕 的公开 承诺 | | --- | --- | --- | --- | --- | --- | --- | | 聋德雄 | 董事长、执 行童事、战 略与可持 续发展委 | 2025 年 12 | 2027年11 | 工作调动 | 否 | 否 | | | 员会主任 | 月8日 | 月 21 日 | | | | | | 委员、新酬 | | | | | | | | 与提名委 | | | | | | | | 员会委员 | | | | | | 根据公司《章程》等规定,在新任董事长任职前,由公司副董事长鲁伟铭代为履行董事长、法定代表人 及香港联交所授权代表职责。 12月8日晚,东方证券发布公告称,公司于近日收到龚德雄的辞职报告。因工作调动原因,龚德雄申请 辞去公司董事长、执行董事和董事会战略与可持续发展委员会主任委员、薪酬与提名委员会委员等职 务,辞职后不再担任公司及控股子公司任何职务。原定到任日期为2027年11月21日。 公司董事会对龚德雄为公司发展作出的卓越贡献表示 ...
年会季 | 链通全球,质赢未来!中通客车2026供应链战略合作伙伴大会成功召开
Xin Lang Cai Jing· 2025-12-08 04:33
高效协同、全链向前是客车行业高质量发展的应有之义,产业链各方唯有互利合作,才能共荣共赢。 本次大会,中通客车对2025年度最佳质量奖、优秀供应商奖、合作贡献奖、研发协同奖、战略合作奖获得者进行了表彰和嘉奖。现场发布并签署了中通客 车质量承诺书、中通客车供应商伙伴阳光采购公约,与全体供应商协力打造高质量供应链体系,助力全球交通运输产业向绿色化、智能化、高端化加速迈 进。 本次大会,中通客车从市场、研发、质量、采购四方面总结了2025年的成绩与经验,明晰了2026年的规划、目标与路径。面对"十五五"新发展阶段,中通 客车将以更具竞争力的供应链实力,赋能道路运输行业高质量发展。 12月6日,中通客车2026供应链战略合作伙伴大会在济南莱芜区召开,本次大会以"链通全球 质赢未来"为主题,广邀全球近200家供应商参与,共商合 作,共享机遇,共促发展! 中通客车党委书记、董事长王兴富 全链向前 2025年稳步增长跑赢大盘 当前商用车行业正迎来技术迭代加速、市场竞争加剧、全球化布局深化的新形势,绿色低碳转型与智能化升级成为产业高质量发展的核心命题。2025年, 中通客车在产业链伙伴的鼎力支持之下,着力打造产业链新生态,提升 ...
港股上市再进一步 牧原股份求解国际化
Bei Jing Shang Bao· 2025-12-07 15:41
回溯上市筹备历程,牧原股份(002714)于今年初正式启动港股发行计划,5月27日首次向港交所递交 上市申请,因未在6个月内完成聆讯,招股书于11月27日自动失效。在招股书失效当日,公司已完成境 外发行上市备案手续,并于次日向港交所更新并递交上市申请。 根据规划,牧原股份拟发行不超过5.46亿股境外上市普通股,募集资金将用于拓展海外市场、加强全产 业链技术研发,并投入育种、智能养殖等核心环节。 加速国际化进度是牧原股份此次港股上市最为核心的任务。此前,牧原股份董秘秦军表示,赴港 IPO"完成发行本身比融资规模更重要",主要目的是提升全球市场"可信度"。 支撑牧原股份国际化野心的,是其依托"垂直一体化"模式建立的全球规模优势。据弗若斯特沙利文统 计,自2021年起,牧原股份按生猪产能及出栏量计算已稳居全球第一。 不过,此时牧原股份站在港交所门口,正值生猪行业步入新一轮价格下行周期,"全球猪王"牧原股份也 难逃行业周期的影响。财报数据显示,今年前三季度,牧原股份营收1117.9亿元,同比增长15.52%;归 母净利润147.79亿元,同比增长41.01%。其中,受猪价低迷影响,三季度营收353.27亿元,同比下降 ...
港股上市再进一步,牧原股份求解国际化
Bei Jing Shang Bao· 2025-12-07 12:37
支撑其国际化野心的,是牧原股份依托"垂直一体化"模式建立的全球规模优势。据弗若斯特沙利文统计,自2021年起,公司按生猪产能 及出栏量计算已稳居全球第一。 根据规划,牧原股份拟发行不超过5.46亿股境外上市普通股,募集资金将用于拓展海外市场、加强全产业链技术研发,并投入育种、智能 养殖等核心环节。 加速国际化进度是牧原股份此次港股上市最为核心的任务。公司董秘秦军此前表示,赴港IPO"完成发行本身比融资规模更重要",主要目 的是提升全球市场"可信度"。 盘古智库高级研究员江瀚认为,作为国际金融中心,港交所吸引了大量国际机构投资者,其信息披露标准和治理要求也更贴近国际市场 惯例,港股上市有助于提升牧原股份的全球资本市场"可见度"与"可信度"。且港股可发行美元或港元计价股票,便于公司未来进行跨境并 购、海外建厂等资本支出,降低汇率错配风险。 牧原股份的出海之路启动于2024年。这一年,公司海外业务以轻资产的技术输出模式为主,如与BAF越南农业有限公司合作,为其提供 猪场设计、生物安全等技术服务。 2025年起牧原股份开始谋划出海建厂。今年9月,公司与BAF越南农业有限公司签署二期协议,计划投资约32亿元,在越南西宁 ...
历史大底来了?2000亿医疗巨头,董事长总经理等集体出手大买,外资机构调研超400次
Zhong Guo Ji Jin Bao· 2025-12-05 09:35
近日,迈瑞医疗实控人、董事长李西廷三次出手,总计斥资约9000万元首次增持公司股票,且未来还将在二级市场继续增持,预计此次增持总金额约为2 亿元。与此同时,迈瑞医疗总经理、高级副总经理、财务负责人等高管也首次大笔增持公司股票。 另一方面,今年以来,迈瑞医疗受到外资机构的高度关注。截至12月3日,公司以404家调研数量,位列2025年A股上市公司外资机构调研数量第二。 这是李西廷首次增持迈瑞医疗股票。 那么,究竟是什么促使迈瑞医疗高管集体真金白银大买公司股票,且受到外资机构高度关注? 从单季财务数据来看,相对于二季度同比下降23.77%的状况,迈瑞医疗营收在2025年第三季度迎来拐点,同比增长1.53%,扭转了此前下滑的态势。 在迈瑞医疗看来,公司国内市场最艰难的时刻已经过去,预计明年国内业务有望恢复正增长,2026年利润增速有望转正;国际市场的可及规模是国内的4- 5倍,今后公司国际业务增长将长期领跑。 董事长总经理等高管集体出手 首次大买公司股票 11月27日,迈瑞医疗公告,基于对公司内在价值的认可和未来持续发展的坚定信心,公司董事长李西廷以196.862元/股的均价增持公司股份15.23万股,合 计增持约 ...
历史大底来了?2000亿医疗巨头,董事长总经理等集体出手大买,外资机构调研超400次
中国基金报· 2025-12-05 09:30
近日, 迈瑞医疗实控人、董事长李西廷三次出手,总计斥资约9000万元首次增持公司股票,且未来还将在二级市场继续增持,预计此次增 持总金额约为2亿元。 与此同时,迈瑞医疗总经理、高级副总经理、财务负责人等高管也首次大笔增持公司股票。 另一方面,今年以来,迈瑞医疗受到外资机构的高度关注。截至12月3日,公司以404家调研数量,位列2025年A股上市公司外资机构调研 数量第二。 那么,究竟是什么促使迈瑞医疗高管集体真金白银大买公司股票,且受到外资机构高度关注? 从单季财务数据来看,相对于二季度同比下降23.77%的状况,迈瑞医疗营收在2025年第三季度迎来拐点,同比增长1.53%,扭转了此前 下滑的态势。 在迈瑞医疗看来, 公司国内市场最艰难的时刻已经过去,预计明年国内业务有望恢复正增长,2026年利润增速有望转正; 国际市场的可 及规模是国内的4-5倍,今后公司国际业务增长将长期领跑。 董事长总经理等高管集体出手 首次大买公司股票 11月27日,迈瑞医疗公告,基于对公司内在价值的认可和未来持续发展的坚定信心,公司董事长李西廷以196.862元/股的均价增持公司股 份15.23万股,合计增持约2998.99万元。 ...
中国铁路养护装备接连出海
Ke Ji Ri Bao· 2025-12-05 01:05
Core Viewpoint - China Railway Construction High-tech Equipment Co., Ltd. has successfully completed the export of large railway maintenance machinery to Uzbekistan and Thailand, marking significant milestones in international cooperation and technological innovation in railway maintenance equipment [1][2] Group 1: Export Achievements - A batch of nine large railway maintenance machines was exported to Uzbekistan, representing the largest scale of such exports from China to the country [1] - The first complete set of large railway maintenance machinery was exported to Thailand, consisting of four machines that form a complete construction loop system [2] Group 2: Technological Innovations - The contact network three-platform maintenance vehicle for Uzbekistan was customized to meet local operational environments and standards, featuring an innovative design that improves operational efficiency by over 30% [1] - The equipment for Thailand was adapted to the specific 1000mm gauge requirements, significantly reducing axle weight and enhancing the vehicle's ability to navigate bridges and tight curves [2] Group 3: Strategic Implications - The successful export of railway maintenance equipment is expected to strengthen cooperation between China and Central and Southeast Asian countries in the railway sector [2] - The advancements in railway maintenance technology contribute to enhancing operational efficiency and safety in railway operations, promoting regional economic and social integration [2]
新视点丨工程机械行业加快转型升级
Ren Min Ri Bao· 2025-12-03 23:46
Core Insights - The Chinese construction machinery industry has shown significant growth in sales for various equipment types in the first ten months of the year, with excavators up 17%, loaders up 15.8%, and forklifts up 14.2% [1] - The recovery of the industry is attributed to the continuous effects of macro policies and advancements in transformation and upgrading [1] - The industry is undergoing a digital transformation, with smart products being showcased at the China (Beijing) International Construction Machinery Exhibition [2] Sales Performance - A total of 192,000 excavators were sold, representing a 17% year-on-year increase [1] - Sales of loaders reached 104,000 units, marking a 15.8% increase [1] - Forklift sales amounted to 1.22 million units, reflecting a 14.2% growth [1] Technological Advancements - Intelligent products, such as unmanned excavators and autonomous mining trucks, are enhancing operational efficiency by 15% while reducing safety risks [2] - XCMG's loader can achieve L3 level autonomous driving using advanced sensors and mapping technology [3] Green Transformation - The industry is making strides in green technology, with electric machinery gaining competitive advantages due to zero emissions and lower operational costs [4] - For instance, XCMG's XE270EV electric excavator can operate for six hours on a two-hour fast charge, significantly reducing daily operational costs compared to fuel-powered machines [4] International Expansion - The export value of China's construction machinery reached $48.526 billion, a 12% increase year-on-year [5] - The industry has seen continuous growth in exports for four consecutive years, indicating a robust international presence [5] - Major contracts, such as the one with Australia's Fortescue River Group for electric mining trucks, highlight the global recognition of Chinese machinery [6] Market Position - Leading companies like XCMG and Sany Heavy Industry are ranked among the top ten global construction machinery manufacturers, with XCMG at fourth place [7] - Many companies are seeing overseas revenue account for nearly half of their total earnings, reflecting a strong international business strategy [7]
中国金王“陈大炮”,退隐
凤凰网财经· 2025-12-03 13:07
凤凰网财经《公司研究院》 "经公司董事会提名委员会建议,陈景河先生提出不再接受第九届董事会董事候选人提名。"当这份不足百字的公告出现在紫金矿业官网时,中国矿业界意 识到,一个时代即将落幕。 三十二年来,这位"中国金王"以果敢——甚至被部分同行视为"冒进"的方式,带领企业从福建山区走向全球舞台。他拒绝外资收购、力排众议推进爆破开 矿,展现了惊人的魄力;他在行业低谷期大胆抄底,成就了企业的全球版图,却也因部分海外项目的管理冲突和文化隔阂付出了不菲的学费。 在他掌舵期间,紫金矿业的规模迅速扩张,但与之相伴的是对资源的大规模开采、环保争议的阴影,以及"扩张是否过度"的质疑。陈景河曾坦言"搞企业比 想象中难千百倍",这句感慨背后,或许也包含了对资源行业周期性波动、政策风险与国际化挑战的深刻体会。 随着陈景河的离去,标志着以个人权威和胆略驱动的粗放增长模式渐行渐远。而对紫金矿业来说,真正的考验或许才刚刚开始:在失去"金王"光环后,这 家巨轮能否真正建立起现代企业制度,在合规经营、环境责任和可持续增长之间找到平衡,将是比单纯规模扩张更为严峻的命题。 01 传奇谢幕 11月28日晚,矿业巨头紫金矿业的一纸公告,宣告了一个时代 ...
工程机械行业加快转型升级
Ren Min Ri Bao· 2025-12-03 01:55
Core Insights - The construction machinery industry in China has experienced significant growth in sales for excavators, loaders, and forklifts in the first ten months of the year, with excavator sales reaching 192,000 units (up 17%), loader sales at 104,000 units (up 15.8%), and forklift sales at 1.22 million units (up 14.2%) [2][9]. Group 1: Industry Growth - The positive growth in the construction machinery sector is attributed to the continuous effects of macroeconomic policies and the industry's ongoing transformation and upgrades [3][9]. - The internationalization of the industry is accelerating, with exports reaching $48.526 billion, marking a 12% increase year-on-year [9][10]. Group 2: Technological Advancements - The industry is undergoing a digital transformation, with intelligent products showcased at the China (Beijing) International Construction Machinery Exhibition, including autonomous excavators and smart mining solutions [4][5][6]. - The implementation of unmanned machinery in closed environments such as ports and steel mills is becoming more common, enhancing operational efficiency and safety [7][6]. Group 3: Green Initiatives - The shift towards green machinery is gaining momentum, with electric construction equipment offering advantages such as zero emissions, low noise, and reduced operational costs. For instance, the XE270EV electric excavator can operate for six hours on a two-hour fast charge, significantly lowering daily energy costs compared to fuel-powered machines [8][9]. - Projections indicate that by 2024, the penetration rates for electric lifting platforms and forklifts will reach 92.5% and 73.6%, respectively, with electric loaders at 10.4% [8]. Group 4: Market Recognition - Chinese construction machinery is gaining recognition in global markets, with major orders such as the one from Australia's Fordis River Group for 150 to 200 electric mining trucks, highlighting the industry's growing international presence [10][11]. - Leading companies in the sector, such as XCMG and SANY, are increasingly deriving significant portions of their revenue from overseas markets, reflecting the industry's robust international growth [11].