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120亿理财+炒股计划,江苏国泰吸睛效应爆了
IPO日报· 2025-08-25 08:22
AI制图 周末的这几天,江苏国泰突然成为舆论焦点。先是在8月22日,江苏国泰宣布: 拟使用不超过120亿元的闲置自有资金进行委托理财;同 时,公司(含子公司)拟使用合计不超过18.31亿元闲置自有资金进行证券投资。 与此同时,江苏国泰宣布,拟终止年产40万吨锂离子电池电解液项目,原因是土地未交付、行业环境发生改变。在2021年底,它宣布要投 资15亿搞该项目,并乐观预计,项目建成后年均销售收入达150亿元。 星标 ★ IPO日报 精彩文章第一时间推送 8月25日9 点25分,江苏国泰(002091)的开盘竞价定在了8.21元,高开8.03%,9点31分不到,它的股价迅速拉至8.36元,上涨 10%,市值136.1亿元。虽然一度破板,但至尾盘,它仍然以涨停收盘。 一石惊起千层浪。江苏国泰此举令业界震惊:8月22日,江苏国泰的市值不过124亿元,而拿出来理财和炒股的钱接近140亿元,远远高于 市值! 据了解,江苏国泰及下属公司证券投资已投入3.306亿元,计划是通过下属公司紫金科技以自有资金15亿元投资设立子公司张家港市鼎瑞投 资有限公司,开展证券投资业务。不过,其炒股能力受到质疑:过去三年,炒股亏了2亿多元。 ...
仲景食品失速,香菇酱不香了?
凤凰网财经· 2025-08-20 12:27
Core Viewpoint - The article discusses the challenges faced by Zhongjing Food, particularly in its main business segments of seasoning foods and seasoning ingredients, highlighting a decline in revenue and market share due to increased competition and changing consumer preferences [4][5][6]. Group 1: Business Performance - Zhongjing Food reported a revenue of 524 million yuan and a net profit of 101 million yuan for the first half of the year, representing a year-on-year decline of 2.50% and a slight increase of 0.29% respectively [5]. - The company's two main business segments, seasoning foods and seasoning ingredients, generated revenues of 310 million yuan and 212 million yuan, showing declines of 2.31% and 1.31% year-on-year [6]. - The gross profit margin for the period was 45.04%, an increase of 1.28 percentage points compared to the previous year [5]. Group 2: Market Challenges - The seasoning market is becoming increasingly competitive, with many imitators entering the market, particularly affecting the sales of Zhongjing's Shanghai scallion oil [4][9]. - The company has faced pressure from rising raw material costs, particularly for mushroom stems and soybean oil, which has impacted profit margins [15]. - Despite efforts to expand channels and product offerings, both online and offline sales have not shown growth, with direct sales revenue declining by 2.90% [10][11]. Group 3: Strategic Adjustments - In response to declining performance, the company has launched new products, including garlic sauce and zero-fat chili sauce, to meet consumer demand for convenient cooking options [18]. - Zhongjing Food has decided to divest its blueberry business, which has been a financial burden due to continuous losses, and is focusing on optimizing asset allocation [19][21]. - The company is also exploring new growth avenues through the development of health products, such as the "Zhongjing Vitality Ginseng," leveraging its expertise in traditional Chinese medicine [22].