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宝泰隆拟3亿元出售子公司止损 两年净利亏20亿元财务承压
Chang Jiang Shang Bao· 2025-06-24 23:22
长江商报奔腾新闻记者 沈右荣 宝泰隆(601011)(601011.SH)拟转让控股子公司,试图止损回血。 6月23日晚,宝泰隆发布公告,公司拟将控股子公司鸡西市宝泰隆投资有限公司(简称"鸡西投资"或"目 标公司")55%股权全部转让给黑龙江汇煜能源发展集团有限公司(简称"黑龙江汇煜"或"受让方")。 同时,作为附加条件,黑龙江汇煜在受让标的股权的同时,应将公司对鸡西投资享有的债权(通过持续 提供股东借款而形成)一并受让。本次股权转让交易价款约为1.54亿元,债权转让交易价款约为1.46亿 元,前述两项交易价款合计为3亿元。 针对上述交易,6月23日,宝泰隆召开董事会会议,审议通过了交易议案。 鸡西投资成立于2009年4月28日,注册资本6000万元。2024年及今年一季度,其营业收入为0元,净利润 为-1379.77万元、-70.46万元,处于亏损状态。 宝泰隆主要从事煤炭开采、洗选加工、炼焦、化工、发电、供热、新能源、新材料等产品的生产销售、 技术研发和服务,主要生产焦炭(含焦粉、焦粒)、沫煤、粗苯、甲醇、针状焦、稳定轻烃、石墨烯 等。受行业周期性波动影响,公司经营业绩也曾频繁波动。 2023年、2024 ...
宇邦新材: 2025年度跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-19 10:59
苏州宇邦新型材料股份有限公司 编号:信评委函字2025跟踪 0678 号 苏州宇邦新型材料股份有限公司 声 明 ? 本次评级为委托评级,中诚信国际及其评估人员与评级委托方、评级对象不存在任何其他影响本次评级行为独 立、 客观、公正的关联关系。 ? 本次评级依据评级对象提供或已经正式对外公布的信息,以及其他根据监管规定收集的信息,中诚信国际按照 相关 性、及时性、可靠性的原则对评级信息进行审慎分析,但中诚信国际对于相关信息的合法性、真实性、完整 性、准 确性不作任何保证。 ? 中诚信国际及项目人员履行了尽职调查和诚信义务,有充分理由保证本次评级遵循了真实、客观、公正的原 则。 ? 评级报告的评级结论是中诚信国际依据合理的内部信用评级标准和方法、评级程序做出的独立判断,未受评级 委托 方、评级对象和其他第三方的干预和影响。 ? 本评级报告对评级对象信用状况的任何表述和判断仅作为相关决策参考之用,并不意味着中诚信国际实质性建 议任 何使用人据此报告采取投资、借贷等交易行为,也不能作为任何人购买、出售或持有相关金融产品的依据。 ? 中诚信国际不对任何投资者使用本报告所述的评级结果而出现的任何损失负责,亦不对评级委托方 ...
锡业股份: 云南锡业股份有限公司2025年度跟踪评级报告
Zheng Quan Zhi Xing· 2025-05-29 09:46
Core Viewpoint - Yunnan Tin Company Limited maintains a stable credit rating of AA+ due to its leading position in the tin industry, significant resource reserves, and strong financial performance, despite facing challenges from industry cyclicality and declining resource grades [1][2][3]. Company Overview - Yunnan Tin Company is recognized as a global leader in the tin industry, with substantial resource reserves and production capacity [1][7]. - The company has a strong market share, with a domestic market share of 47.98% and a global market share of 25.03% for tin products in 2024 [12][13]. Financial Performance - The total assets of the company were reported at 366.43 billion yuan as of March 2025, with total liabilities at 148.03 billion yuan [3][26]. - The company achieved a net profit of 15.70 billion yuan in 2024, reflecting a growth of 40.51% compared to the previous year [23][26]. - Operating revenue for 2024 was 519.98 billion yuan, with a slight decrease attributed to a reduction in trade business scale [23][26]. Industry Context - The tin market is experiencing price fluctuations, with prices rising from 230,000 yuan/ton to 280,000 yuan/ton, influenced by tightening global supply and recovering demand [6][7]. - The overall economic environment in China is expected to support continued growth, although external uncertainties may pose risks [5][6]. Resource Management - The company has significant mining resources concentrated in the Honghe and Wenshan regions, with proven reserves of tin, copper, zinc, and indium [10][11]. - Resource reserves for tin have decreased from 66.70 million tons in 2022 to 62.62 million tons in 2024, indicating a need for ongoing exploration and resource management [11][12]. Risk Factors - The company faces risks from the cyclical nature of the non-ferrous metals industry, which can impact profitability due to price volatility [6][7]. - Declining grades of resources and lower processing fees are also potential challenges that could affect the company's financial performance [1][12]. Future Outlook - The credit rating agency expects Yunnan Tin Company to maintain its credit rating over the next 12 to 18 months, provided it can enhance its capital structure and sustain profitability [1][2]. - The company is focused on strategic initiatives to enhance resource exploration and modernize mining operations, aiming to solidify its position as a key supplier of non-ferrous metals [9][10].
6000亿芯片龙头,突然跳水大跌,发生了什么?多只高位股跳水,有公司公告:股价严重脱离公司基本面...
雪球· 2025-05-09 04:26
市场早盘震荡调整,创业板指领跌,截至午间收盘沪指跌0.26%,深成指 跌0.84% , 创业板指跌0.99%。 沪深两市半日成交额7880亿,较上个交易日缩量216亿。从板块来看,银行股逆势走强,建设银行、江苏银行等再创历史新高。纺织概念股集体大 涨,万事利等涨停;电力股再度走高,淮河能源涨停。 下跌方面,芯片股展开调整,华虹公司 跌超10%,中芯国际跌超4%。此外,中毅达、红宝丽等多只高位股跳水大跌。 01 6000亿中芯国际跳水 半导体大跌 半导体板块集体下跌,其中,华虹公司大跌超10%,中芯国际跌超4%,港股华虹半导体、中芯国际分别大跌12%、6%。此外,乐鑫科技、灿芯 股份跌超6%,芯原股份、复旦微电、必易微等跌超5%。 77.80 · 75.33 成交额 35.67亿 MA5:23.95亿 10:20.23亿 盘后 :- 127.15亿 MACD [12.26.9] DIF .- 0.89 DEA .- 0.88 MAC 2.79 " " -3.02 2025-04 2025-03 2025-05 夜可公里 688347 休盘中05-09 11:29:58 北京 2.02万人加自选 inte 46. ...