登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、本次转让的基本情况 2025 年12月15日，北方华创科技集团股份有限公司（以下简称"公司"）实际控制人北京电子控股有限 责任公司（以下简称"北京电控"）与国新投资有限公司（以下简称"国新投资"）签署了《北京电子控股 有限责任公司与国新投资有限公司关于北方华创科技集团股份有限公司之股份转让协议》（以下简 称"《股份转让协议》"），北京电控拟通过非公开协议转让方式向国新投资转让持有的公司14,481,773 股无限售流通普通股股份，占公司总股本的2.00%，每股转让价格为人民币426.39元，股份转让总价款 为6,174,883,189.47元。国新投资是国务院国资委监管的中央企业一一中国国新控股有限责任公司（以下 简称"中国国新"）开展国有资本运营的专业化、市场化股权运作平台，本次转让旨在加强北京电控与国 新投资战略合作，充分发挥双方资源优势，助力构建"资本合作带动产业赋能"的合作模式，更好服务国 家集成电路产业发展，不会导致公司实际控制人变更。基于对公司未 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002371 证券简称：北方华创 公告编号：2025-073 北方华创科技集团股份有限公司 关于实际控制人协议转让股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、本次转让的基本情况 2025 年12月15日，北方华创科技集团股份有限公司（以下简称"公司"）实际控制人北京电子控股有限 责任公司（以下简称"北京电控"）与国新投资有限公司（以下简称"国新投资"）签署了《北京电子控股 有限责任公司与国新投资有限公司关于北方华创科技集团股份有限公司之股份转让协议》（以下简 称"《股份转让协议》"），北京电控拟通过非公开协议转让方式向国新投资转让持有的公司14,481,773 股无限售流通普通股股份，占公司总股本的2.00%，每股转让价格为人民币426.39元，股份转让总价款 为6,174,883,189.47元。国新投资是国务院国资委监管的中央企业一一中国国新控股有限责任公司（以下 简称"中国国新"）开展国有资本运营的专业化、市场化股权运作平台，本次转让旨在加强北京电控与国 新投资战略合作 ...

（来源：企观国资） 大连医诺生物的研发生产基地内，各类高附加值营养健康原料持续下线供应全球市场，经辽控基金战略投资赋能后，这家拥有超百项专利的国家级专精特 新"小巨人"企业，正加速推动生物制造技术迭代与产业升级；沈阳富创精密设备股份有限公司的半导体零部件生产线正在满负荷运转，这家经基金赋能完 成超30亿元产业链并购的企业，已成长为细分领域龙头…… 这些跨越城市与产业的场景背后是同一家企业——辽宁控股（集团）有限责任公司（下称辽控集团）。 为深入贯彻落实习近平总书记在辽宁考察时和在深入推进东北振兴座谈会上重要讲话精神，辽宁省委、省政府批准组建了辽控集团。在"十四五"期间，作 为省内唯一的省属国有资本运营公司，辽控集团跳出传统路径，以市场化思维破解老工业基地的转型难题，用"资本赋能产业、运营激活存量"的实践，为 地方国有资本运营探索出一条可复制的"辽宁路径"。 01 定位破局 做国有资本的"专业运营商" 东北振兴的核心命题之一，是如何让沉睡的国有资产"动"起来、让分散的资本"聚"起来。 成立之初，辽控集团便确立了清晰的定位，即不仅做传统意义上的"企业管理者"，更要聚焦"基金投资、资产经营、股权管理与运营"三大主业 ...

【导读】融通基金总经理商小虎：以国有资本运营特色筑牢护城河，走创新发展新路径 当金融强国建设成为时代命题，差异化、特色化正成为公募基金行业突破同质化竞争的关键抓手。对于 2022年并入中国诚通、实现华丽转型的融通基金而言，这一方向更显清晰——以央企基因赋能业务创 新，打造以央企特色为核心的第二增长曲线，在服务国有资本运营与居民财富管理的双轮驱动中开辟新 赛道。 三年多以来，融通基金管理规模增加超千亿元，增幅近50%；投研一体化有序推进，投研实力持续进 阶，央企主题产品矩阵不断丰富，从科创、ESG到红利领域，构建起覆盖多类型的特色产品体系。这一 系列成绩背后，是融通基金投研体系的迭代升级，更是对央企金融机构使命的深刻践行。 值此"十四五"收官与"十五五"谋划的关键节点，中国基金报记者对话融通基金总经理商小虎，探寻这家 央企背景基金公司的转型密码，展望其未来五年的战略蓝图。 转型三年成效显著 规模业绩双升的核心逻辑 中国基金报：融通基金并入中国诚通已三年有余，其间公司发生了哪些显著变化？ 商小虎：2022年并入中国诚通后，融通基金正式成为央企控股的公募基金公司。三年多以来，融通基金 实现了服务国资、产品创新与投资 ...

Core Viewpoint - Shanghai Guomao Holdings Co., Ltd. has been established with a registered capital of 13 billion RMB, aiming to enhance Shanghai's influence in the domestic and international bulk commodity trade sector [3][5]. Group 1: Company Overview - Shanghai Guomao has a registered capital of 13 billion RMB, with major shareholders including Shanghai International Group (3 billion RMB, 23.08% stake) and Shanghai Port Group (2 billion RMB, 15.38% stake) [3][4]. - The company covers over 20 business areas, including trade brokerage, domestic trade agency, and import-export activities, focusing on commodities such as metal ores, gas, agricultural products, and chemical products [3][4]. Group 2: Strategic Intent - The establishment of Shanghai Guomao is part of Shanghai's strategy to create a competitive local platform for pricing in the global bulk commodity market, especially amid increasing price volatility due to geopolitical factors [6][8]. - The company aims to integrate resources across various sectors, transitioning from decentralized operations to a more collaborative and efficient model in the trade industry [7][8]. Group 3: Leadership and Expertise - The chairman, Zheng Yuanhu, has extensive experience in industrial operations and capital management, while the president, Luo Dongyuan, brings nearly 30 years of expertise in bonds, fixed income, and bulk commodities [4][5]. - This combination of trade background and financial capability positions Shanghai Guomao to effectively manage risks and enhance its service offerings in the bulk commodity trade [5][6]. Group 4: Future Goals - By 2027, Shanghai aims to exceed a bulk commodity trade scale of 10 trillion RMB, with a focus on establishing "Shanghai prices" as a benchmark in the global market [6][7]. - Shanghai Guomao is expected to play a crucial role in achieving this goal by promoting standardization and digitalization in bulk commodity trade [6][8].

Core Insights - China Guoxin is enhancing its core functions and supporting national strategies through diversified investment tools, aiming to be a leader in developing new productive forces [1][2][7] Investment Strategy - Guoxin Fund has invested over 59 billion yuan in strategic emerging industries, achieving full coverage in nine key sectors and over 220 projects [2][3] - The fund focuses on early-stage investments in cutting-edge technologies such as integrated circuits, AI, and renewable energy, emphasizing a long-term investment approach [2][5] Capital Deployment - Guoxin Investment has adopted a concentrated investment model, directing over 400 billion yuan towards strategic emerging industries, with nearly 80% of its investments in this sector [3][5] - The company has supported 29 central enterprises with over 1.4 trillion yuan in funding, enhancing their reform and development [5][6] Financial Services - Guoxin Securities has established a specialized service model for central enterprises, covering 55 enterprises and maintaining a financing scale that constitutes over 30% of its total service [6][9] - The company has facilitated the issuance of sustainable bonds, supporting over 3.2 trillion yuan in bond issuance for state-owned and municipal enterprises [9] Innovation and Ecosystem Development - Guoxin is fostering a "technology-industry-finance" cycle, enhancing the multiplier effect of capital on the industrial chain [5][8] - The company is actively involved in creating a collaborative innovation ecosystem, linking various resources and promoting cross-industry integration [8][9]

Core Insights - China Guoxin is enhancing its core functions as a state-owned capital operation company, focusing on supporting national strategies through diversified investment tools and financial services [1][6][7] Investment Strategy - Guoxin Fund has invested over 59 billion yuan in strategic emerging industries, achieving full coverage of nine strategic emerging industries and over 220 projects [2][3] - The fund emphasizes early, small, hard, and long-term investments, targeting original technology sources and supporting the development of a modern industrial system [2][3] Capital Deployment - Guoxin Investment has adopted a concentrated investment model, focusing on strategic emerging industries, with over 40 billion yuan allocated to key central enterprises [3][4] - The investment in strategic emerging industries accounts for nearly 80% of Guoxin Investment's total investments, enhancing state capital's control in critical sectors [3] Financial Services - Guoxin Securities has developed a specialized service model for central enterprises, covering 55 enterprises and maintaining a financing scale of over 30% of its total service [5] - The company is actively involved in issuing bonds and supporting green and technology innovation bonds, contributing significantly to the capital market [7] Ecosystem Development - Guoxin is building a "technology-industry-finance" cycle, enhancing the multiplier effect of state capital on the industrial chain [4][6] - The company is innovating in health and data services, developing platforms for drug traceability and digital identity verification [6] Strategic Partnerships - Guoxin Development has invested over 140 billion yuan to support 29 central enterprises, focusing on strategic projects and innovative investment patterns [4] - The company collaborates with local governments to establish funds targeting early-stage hard technology projects [2][4]

Core Viewpoint - S&P Global Ratings has assigned a long-term credit rating of A- with a stable outlook to Henan Capital Group, marking its first international credit rating and reflecting recognition of the regional economic strength of Henan [1][2]. Group 1: Credit Rating and Recognition - The rating signifies acknowledgment from a major international rating agency regarding the development capabilities of Henan Capital Group, particularly in areas such as state asset disposal, capital operation, strategic provincial investments, mineral resource development, steel manufacturing, state property element trading, and new energy development [1]. - This credit rating lays a solid foundation for Henan Capital Group's future endeavors in overseas capital markets and supports the expansion of Henan's investments abroad [1]. Group 2: Company Overview - Henan Capital Group has established 189 wholly-owned and holding companies, holding stakes in several provincial enterprises including Henan Steel Group, China Henan International Group, and others, with total assets nearing 1 trillion yuan [2]. - The company is recognized as a "Double Hundred Enterprise" by the State-owned Assets Supervision and Administration Commission (SASAC) and holds a domestic AAA credit rating [2].

Core Insights - China Chengtong is actively supporting the comprehensive deepening of reform for state-owned enterprises (SOEs) and has established itself as a key player in the capital market, contributing to market stability and confidence [2][4] Group 1: Fund Management and Investment - China Chengtong manages 8 funds with a total scale exceeding 710 billion yuan and a subscribed scale over 360 billion yuan, with over 90% of investments directed towards SOE-related fields and over 70% in strategic emerging industries [1] - The company has facilitated over 1.5 trillion yuan in social capital and provided direct capital support exceeding 140 billion yuan to more than 90 central enterprises, making it the largest fund "national team" in terms of scale and market influence [1] Group 2: Market Stability Contributions - In response to significant market fluctuations, China Chengtong has increased its holdings in SOE stocks and announced a stock buyback plan to inject 100 billion yuan into the market, demonstrating its commitment to stabilizing the capital market [2] - The company’s actions have effectively boosted market confidence and showcased the value of state capital operation companies during critical times [2] Group 3: Innovation and Technology Support - China Chengtong has initiated a 30 billion yuan science and technology innovation fund focused on serving the technological needs of central enterprises and facilitating the transformation of scientific achievements [3] - The fund has already established partnerships for projects worth 20 billion yuan, highlighting its collaborative approach to fostering innovation [3] Group 4: Financial Services and Asset Management - The company has raised over 93 billion yuan to participate in strategic restructuring and professional integration of central enterprises, becoming a significant shareholder in various key enterprises [4] - China Chengtong has developed a comprehensive asset management model that includes asset revitalization and restructuring, achieving a 90% clearance rate for non-core asset disposals [5] Group 5: Future Directions - The company plans to deepen reforms in state capital operation, focusing on supporting technological and industrial innovation while enhancing asset management to optimize capital layout [5] - China Chengtong aims to play a larger role in supporting national strategies and contributing to the modernization of state-owned capital and enterprises [5]

Core Insights - China Chengtong Holdings Group has led the investment in state-owned enterprises (SOEs) through fund investments, completing over 230 billion yuan in investment transactions, with over 90% directed towards SOE-related fields and more than 70% towards strategic emerging industries [1][2] Group 1: Fund Investments - The company manages eight different types of funds with a total scale exceeding 710 billion yuan, including the State-Owned Enterprise Structural Adjustment Fund and the Mixed Ownership Reform Fund [1] - Investments have been made to guide social capital towards key industries of SOEs, forming industrial clusters in sectors such as new energy vehicles, integrated circuits, and artificial intelligence [1] Group 2: Strategic Restructuring and Governance - In addition to fund investments, the company has self-raised over 93 billion yuan to participate in strategic restructuring and professional integration of SOEs, becoming a significant shareholder in various enterprises [2] - The company has explored governance mechanisms different from solely state-owned enterprises, actively participating in decision-making processes of the SOEs it invests in [2] Group 3: Focus on Emerging Industries - The company has cumulatively invested over 10 billion yuan in the new energy vehicle industry chain, collaborating with multiple SOEs in areas such as lithium battery raw materials and energy storage [1]