粤海投资 20260202 摘要 粤海投资东江水业务在 2026 年基价协议中预计增长 2.4%，深圳和东 莞供水量稳定，非东江水业务虽有所下降，但并购项目有望平滑影响。 公司计划维持 65%的分红比例，并控制资本开支，以应对东江水源续约 所需的大额资金需求。 房地产业务方面，天河城商场出租率良好，但写字楼租赁面临挑战。高 速公路业务受新公路分流影响，但预计将逐渐恢复。电厂业务受益于低 煤价，利润预期良好。酒店和百货业务规模较小，影响有限。 东江水续约金额预估为 500 亿至 540 亿港币，公司需充分准备资金。 广东省政府可能倾向于按合同到期时间续约，粤海投资在未来的竞争中 具有一定优势，因其已运营东江水 25 年。 2027-2029 年香港供水价格谈判预计参考通胀率和汇率，涨幅不会太 大。2026 年盈利增长主要依靠财务费用下降和营业利润增加，东江水 价格上涨是主要驱动力。 公司计划对符合条件的自来水和污水处理项目进行提价谈判，以实现平 均价格的小幅上升，抵消接水管业务下滑带来的影响。优先考虑自来水 项目收购，追求高单位数的合理回报。 Q&A 粤海投资在 2025 年的业绩表现如何？各项业务的具体情况是 ...

Group 1 - Meilixin plans to raise no more than 1.2 billion yuan for semiconductor equipment precision components, communication and automotive parts projects, and to supplement working capital [2] - Olin Bio has prepaid corporate income tax totaling 4.2001 million yuan, with no penalties from tax authorities [3] - Haisen Pharmaceutical's directors and executives plan to reduce their holdings by no more than 124,300 shares, accounting for 0.0816% of the total share capital [4] Group 2 - Aibulu intends to sell 47.4% and 31.6% stakes in its subsidiary Jinque Agriculture for a total of 12.3914 million yuan [5] - Chaoying Electronics plans to increase its Thai subsidiary's capital by 100 million USD for AI high-end PCB expansion [6] - Bona Film Group states that the box office revenue for "Avatar 3" is difficult to predict and the investment return rights are low [7] Group 3 - Junya Technology's PCB products for humanoid robots contribute less than 0.05% to its revenue [9] - Aerospace Electromechanical confirms that its main business does not involve commercial aerospace [10] - Deyi Culture's major shareholder plans to reduce holdings by no more than 2% of shares [11] Group 4 - China National Materials International signed a 2.7 billion yuan engineering contract for a molybdenum mining project [12] - Weiguang Bio plans to sign a 1.13 billion yuan technology cooperation contract for blood products [13] - Suhao Huihong intends to swap assets with its controlling shareholder for a 2.33% stake in Zijin Property Insurance [14] Group 5 - Haike Xinyuan's employee strategic placement plan intends to reduce holdings by no more than 2.5% of shares [15][16] - Taihao Technology's vice president resigns for personal reasons [17] - Huazhu Gaoke plans to establish a joint venture for 3D printing services with a total investment of 100 million yuan [18] Group 6 - Hubei Energy's November power generation was 2.617 billion kWh, a decrease of 17.94% year-on-year [19] - Dong'a Ejiao plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [20] - Longjiang Transportation's shareholder reduced holdings by 1.2% [21] Group 7 - Feilu Co. plans to reduce holdings by no more than 1.02% of shares [22] - Zhongwei Electronics is planning a change in control, leading to a temporary stock suspension [23] - Zhongheng Group's subsidiary received approval for clinical trials of a new cancer drug [24] Group 8 - Guanzhong Ecology's controlling shareholder changed to Deep Blue Financial Whale [25] - Shennong Seed Industry is transferring a 3.8% stake in a subsidiary for 31.9827 million yuan [26] - Sun Cable's major shareholder plans to reduce holdings by no more than 3% of shares [27] Group 9 - Aiwei Electronics' application for issuing convertible bonds has been approved by the Shanghai Stock Exchange [28] - Chongqing Water intends to acquire wastewater treatment projects for 255 million yuan [29] - Boyun New Materials plans to increase its subsidiary's capital by 285 million yuan through debt-to-equity conversion [30] Group 10 - Zhongbai Group is closing unprofitable stores, expecting a loss of approximately 180 million yuan [31] - Changyuan Power's November power generation decreased by 17.88% year-on-year [32]

公司谨此告知股东及潜在投资者，董事会现正考虑扩大公司资本基础，以通过邀请上述国际金融公司按 股份市价折让认购公司股份，从而提升公司财务表现及状况。截至本公告日期，有关上述股份配售之磋 商仍在进行中，相关条款及细则尚未落实，亦未有达成任何协议。 中国港能(00931)公布，董事会注意到公司股份近期股价及成交量出现大幅波动。经作出在有关情况下 属合理的查询后，除先前已披露及下文所披露者外，董事会确认，概不知悉导致该等股价及成交量波动 的任何原因，或需予以披露以避免公司证券出现虚假市场的任何资料，或根据香港法例第571章《证券 及期货条例》第XIVA部须予披露的任何内幕消息。董事会同时确认，集团业务营运维持正常，于本公 告日期，集团的业务营运及财务状况并无重大变动。于公司于2025年10月20日刊发的自愿性公告中，公 司已向股东及潜在投资者提供业务最新情况，披露自2025年5月1日起，公司正就收购一项极具规模的液 化天然气项目进行磋商，并已分别于2025年9月12日与一间液化天然气用户公司签订保密协议，以及于 2025年7月1日及其后于2025年8月1日分别与一家国际金融公司就上述液化天然气项目签订保密协议及谅 解 ...