Workflow
类REITs
icon
Search documents
【立方债市通】河南省属国企重组再落一子/河南一AA+公司拟首次发债/交易商协会明确加强对科创债、民企债支持力度
Sou Hu Cai Jing· 2025-09-29 13:13
Group 1 - China Henan International Group announced the absorption and merger of Henan Resources Group, with the former retaining its legal status and continuing operations, while the latter will be dissolved [1] - Upon completion of the merger, China Henan International Group will be managed as a key state-owned enterprise and will become the only foreign economic enterprise under the provincial government [1] Group 2 - The China Interbank Market Dealers Association has optimized the evaluation standards for lead underwriters to enhance support for technology innovation bonds and private enterprise bonds, aligning with national policies for high-quality development [2] - In the first eight months of 2025, a total of 38,874 billion yuan of new local government bonds were issued, including 6,208 billion yuan of general bonds and 32,666 billion yuan of special bonds [5] - Shanghai has introduced measures to promote the high-quality development of offshore bonds, clarifying the issuing and investing entities and the use of raised funds [7] Group 3 - Sichuan Province aims to support qualified industrial chain enterprises by including them in the scope of green finance and carbon neutrality bonds [9] - Shaanxi Province has postponed the issuance of two special bonds originally scheduled for September 30 due to operational needs [10] - Henan Railway Construction Investment Group successfully issued 30 billion yuan of corporate bonds with an interest rate of 2.18% [11] Group 4 - Zhengzhou Airport Hub Construction Company has received approval for its first bond issuance of 16 billion yuan, with a credit rating of AA+ [13] - Xinxiang State-owned Capital Operation Group has been approved to issue 20 billion yuan of corporate bonds, also rated AAA [15] - The market is seeing various bond issuances, including a 10 billion yuan short-term corporate bond by Shangqiu Railway Investment Company and a 100 billion yuan corporate bond by China International Capital Corporation [16][17] Group 5 - Hubei Energy plans to invest 26.7 billion yuan in clean energy and integrated energy projects in Xiangyang during the 14th Five-Year Plan period [22] - The chairman of Gansu Urban-Rural Development Investment Group is under investigation for serious violations of discipline and law [23] - Qingzhou City Investment has been reported for defaulting on debts totaling approximately 19.67 million yuan [24] Group 6 - The bond market is expected to experience a stable phase in the fourth quarter, with no significant new policies anticipated [26] - The market is likely to enter a platform period, with some bonds potentially seeing a phase of recovery [26]
国家电投集团产融控股股份有限公司第七届董事会第二十七次会议决议公告
Group 1 - The company held its 27th meeting of the 7th Board of Directors on September 12, 2025, with all 7 directors present, and the meeting was chaired by the Chairwoman Feng Junjie [2] - The Board approved a proposal to continue issuing REITs products based on the assets of Liangcun Thermal Power, with a vote of 7 in favor, 0 against, and 0 abstentions [3][8] - The proposal was discussed and recommended by the Strategic Investment Committee prior to the meeting, and the suggestions were adopted by the Board [4] Group 2 - The company plans to issue a new REITs product based on Liangcun Thermal Power, with an expected issuance scale of no more than 1.74 billion yuan, following the previous issuance of 1.77 billion yuan in November 2022 [8] - The transaction does not require shareholder approval and does not constitute a related party transaction or a major asset restructuring as per relevant regulations [8] - The project involves a transfer of LP1 shares between two trust management companies and is currently undergoing regulatory approval [10] Group 3 - The target entity for the transaction is Dongfang Xinseng (Hebei) Energy Partnership, with a registered capital of 2.35558 billion yuan and total assets of 2.354 billion yuan as of April 30, 2025 [11][12] - The partnership has no liabilities and reported a net profit of 18.29 million yuan for the first four months of 2025 [12] - The valuation of the partnership's net assets was assessed at 2.38026 billion yuan, reflecting an increase of 26.48 million yuan, or 1.12% [14] Group 4 - The purpose of the transaction is to maintain the original equity financing channel and avoid adverse impacts on the company's asset-liability ratio due to debt financing [14] - After the transaction, the company will retain control over the project and continue to consolidate Liangcun Thermal Power in its financial statements [14] - The implementation of the REITs product will not adversely affect the interests of the company or its shareholders [14]
电投产融拟以良村热电资产开展类REITs续发业务
Zhi Tong Cai Jing· 2025-09-12 09:12
Core Viewpoint - The company, Electric Power Investment and Financing (000958), announced the issuance of asset-backed notes (similar to REITs) based on the Shijiazhuang Liangcun Thermal Power Co., Ltd. with a total issuance scale of 1.77 billion yuan, set to mature in November 2025 [1] Group 1 - The company plans to issue a new series of asset-backed notes based on Liangcun Thermal Power, with an expected issuance scale not exceeding 1.74 billion yuan [1]
电投产融(000958.SZ)拟以良村热电资产开展类REITs续发业务
智通财经网· 2025-09-12 09:12
Group 1 - The company, Electric Power Investment and Financing (000958.SZ), announced the issuance of asset-backed securities (similar to REITs) in the interbank market, with a total issuance size of 1.77 billion yuan [1] - The underlying asset for this issuance is Shijiazhuang Liangcun Thermal Power Co., Ltd. (referred to as Liangcun Thermal Power) [1] - The project is set to mature in November 2025, and the company plans to issue a new series of similar REITs products based on Liangcun Thermal Power, with an expected issuance size not exceeding 1.74 billion yuan [1]
新疆立新能源股份有限公司 关于资产支持专项计划(类REITs)项目完成的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:001258 证券简称:立新能源 公告编号:2025-084 新疆立新能源股份有限公司 关于资产支持专项计划(类REITs)项目完成的公告 特此公告。 新疆立新能源股份有限公司董事会 2025年9月3日 根据深圳证券交易所2025年7月30日出具的《关于中信建投"中信建投-立新能源2025清洁能源基础设施 绿色资产支持专项计划(碳中和)"符合深交所挂牌条件的无异议函》(深证函〔2025〕735号,以下简 称"《无异议函》"),同意"中信建投-立新能源2025清洁能源基础设施绿色资产支持专项计划(碳中 和)"(以下简称"资产支持专项计划")的发行总额不超过12.26亿元,该《无异议函》自出具之日起12 个月内有效。 截至本公告披露之日,中信建投-立新能源2025清洁能源基础设施绿色资产支持专项计划(碳中和)的 计划管理人中信建投证券股份有限公司已成功发行优先级与次级资产支持证券,并获得全额认购。资产 支持专项计划于2025年8月29日正式发行,2025年9月2日正式设立。资产支持专项计划的基本情况如 下: 单位:万元 ■ 本公司及董事会全体成员保证信息 ...
立新能源: 新疆立新能源股份有限公司关于资产支持专项计划(类REITs)项目完成的公告
Zheng Quan Zhi Xing· 2025-09-02 09:12
Core Viewpoint - Xinjiang L新能源股份有限公司 has successfully completed the issuance of a carbon-neutral asset-backed special plan, with a total issuance amount not exceeding 1.226 billion yuan [2]. Group 1: Project Announcement - The company held its second board meeting on March 25, 2025, where it approved the proposal to issue a REITs project based on the Yandun 7A wind farm project operated by its wholly-owned subsidiary, Hami New Energy Power Generation Co., Ltd [1]. - The asset-backed special plan is named "CITIC Securities - L新能源 2025 Clean Energy Infrastructure Green Asset Support Special Plan (Carbon Neutral)" [2]. Group 2: Financial Details - The total issuance amount of the asset-backed special plan is capped at 1.226 billion yuan, with a validity period of 12 months from the date of the no-objection letter issued by the Shenzhen Stock Exchange [2]. - The plan manager, CITIC Securities Co., Ltd., has successfully issued both senior and subordinate asset-backed securities, achieving full subscription [2]. - The senior asset-backed securities have a scale of 980 million yuan, rated AAAsf, with an issuance interest rate of 2.45%, and are set to commence on September 2, 2025, with an expected maturity date of September 3, 2035 [3].
天富能源: 新疆天富能源股份有限公司第八届董事会第十四次会议决议公告
Zheng Quan Zhi Xing· 2025-08-29 16:40
证券代码:600509 证券简称:天富能源 公告编号:2025-临 052 新疆天富能源股份有限公司 《股权转让协议》《运营保障协议》 及根据监管部门或中介机构要求由公司出具的情况说明、承诺函等。 第八届董事会第十四次会议决议公告 特别提示 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个别及连带责任。 新疆天富能源股份有限公司(以下简称"公司")第八届董事会 第十四次会议于 2025 年 8 月 22 日以书面和电子邮件方式通知各位董 事,8 月 28 日上午 10:30 分以现场加通讯表决的方式召开,董事长刘 伟先生主持本次会议,会议应参与表决董事 9 人,实际参与表决董事 进行表决,符合《公司法》及《公司章程》的要求。 经过与会董事认真审议,表决通过如下事项: 同意公司按照发行方案以所属全资子公司新疆天富能源售电有 限公司和新疆天富绿能光伏发电有限责任公司持有的火电、光伏发电 项目作为标的资产,向中国银行间市场交易商协会申请注册并发行类 REITs 产品(以下简称"信托计划"),注册及发行规模预计不超过 董事会授权公司经理层及其相 ...
一图看懂香港中华煤气(0003.HK)2025年中期业绩
Ge Long Hui· 2025-08-21 00:18
Core Insights - The company reported stable gas sales and a 3% increase in after-tax operating profit for the first half of 2025, reaching 4 billion RMB [15][16][30] - The renewable energy segment showed a 6% profit growth, with significant increases in solar power generation and energy storage contracts [12][57][60] - The company is expanding its hydrogen energy initiatives, with projects aimed at producing green hydrogen and establishing charging stations [26][29][82] Utility Business - Gas sales volume remained stable, with a slight increase in price differential of 0.04 RMB per cubic meter [9][30] - The water business showed robust performance, with an 8% profit increase, driven by expansion into community and rural projects [10][44] - The company secured long-term gas supply contracts totaling 15 billion cubic meters per year, enhancing its supply chain stability [11][41] Growth Business - The renewable energy sector, particularly solar power, saw a 44% increase in generation, with a total of 1.18 billion kWh produced [12][57] - The company is actively pursuing strategic partnerships and financing, raising 450 million USD for its extended business initiatives [50][53] - The advanced biofuels segment is expanding, with a new joint venture aimed at producing green methanol and sustainable aviation fuel (SAF) [14][97] Financial Overview - The company declared an interim dividend of 0.12 HKD per share, reflecting a stable financial position [15] - The net profit attributable to shareholders for the first half of 2025 was 2.96 billion HKD, marking a 3% increase [16][19] - Capital expenditures for the first half of 2025 were reported at 2.5 billion HKD, down from 3.3 billion HKD in the previous year [22] Environmental and Social Governance (ESG) - The company achieved an MSCI rating of AA, indicating strong performance in sustainability practices [100] - It has been recognized as a leader in the gas utility sector for three consecutive years in the Sustainable Development Yearbook [100]
粤电力A拟发行规模不超38亿元类REITs 上半年净利预降超9成
Chang Jiang Shang Bao· 2025-08-06 09:07
长江商报奔腾新闻记者 江楚雅 广东电力龙头粤电力A推进业务拓展。 为保障项目运营,粤电力A将为滨海湾能源公司提供不超过43亿元的运营保障支持。此外,公司还将与 广东粤电领航能源有限公司及中国康富国际租赁股份有限公司共同设立有限合伙企业,并作为有限合伙 人出资不超过9.5亿元。滨海湾能源公司则可向公司发放不超过13亿元的委托贷款。此次发行事项不构 成重大资产重组或关联交易,但仍需经有关部门批准。 值得注意的是,受行业周期性影响,公司业绩出现一定波动。2024年,公司实现营业总收入571.59亿 元,同比下降4.27%;归母净利润9.64亿元,同比下降1.07%;扣非净利润9.31亿元,同比下降14.86% 资料显示,粤电力主营火电、水电、新能源发电业务,是广东省能源集团(广东规模最大的能源企业) 旗下唯一的上市平台,实际控制人为广东省国资委。 粤电力A预计2025年上半年度归母净利润2800万元-3600万元,同比减少96.90%-96.01%,扣非净利润亏 损1500万元—2300万元。 在煤电方面,粤电力A目前在建煤电装机800万千瓦,其中2025年内预计投产约300—500万千瓦,其余 预计在2026年— ...
粤电力A: 广东电力发展股份有限公司关于申报发行能源基础设施投资资产支持专项计划(类REITs)的公告
Zheng Quan Zhi Xing· 2025-08-05 16:33
Group 1 - The company has approved the issuance of an energy infrastructure investment asset-backed special plan (similar to REITs) to revitalize existing assets and improve capital structure [1][2] - The issuance will involve a maximum scale of 3.801 billion yuan, with a term not exceeding 30 years, using the Dongguan Ningzhou site replacement power project as the underlying asset [1][3] - The company will subscribe to subordinate asset-backed securities up to 1 million yuan and provide operational support for the underlying asset [2][4] Group 2 - The underlying asset for this issuance is the Dongguan Ningzhou site replacement power project, with a total installed capacity of 2,484 MW [3] - The issuance aims to optimize the company's capital structure, reduce interest expenses, and lower the debt-to-asset ratio, contributing to sustainable development [4] - The project will not significantly impact the company's normal operations or harm the interests of shareholders, complying with relevant laws and regulations [4]