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恒通股份拟8181万收购整合资源 港口与LNG双轮驱动首季净利增近52%
Chang Jiang Shang Bao· 2025-07-02 23:52
长江商报消息 ●长江商报记者 江楚雅 能源物流企业恒通股份加速资源整合。 7月1日,恒通股份(603223.SH)公告,全资子公司山东恒福绿洲新能源有限公司计划以8181.2万元收 购公司控股子公司华恒能源持有的广西华恒通能源科技有限公司(简称"广西华恒通")100%的股权。 此次交易旨在整合资源,进一步开展LNG相关业务。 恒通股份以LNG贸易及物流、港口运营为核心业务,形成"能源+物流"双轮驱动。在LNG业务轻装上阵 和港口业务的快速增长下,公司经营业绩稳健发展。 据中国港口协会数据,2025年全国LNG进口量预计突破1亿吨,同比增长12%,而恒通股份所在的环渤 海地区占比将达35%。公司凭借港口与LNG的协同布局,有望在行业集中度提升中抢占先机。 港口业务快速增长 作为南山集团在资本市场的重要布局,恒通股份正从传统的道路运输企业逐步转变为综合性港口服务 商,其核心资产山东裕龙港务有限公司(简称"裕龙港务")的投产,成为公司业绩增长的重要推动力。 2024年,恒通股份港口业务迎来爆发式增长,营收同比增长120.26%至2.18亿元。2025年一季度,该业 务继续保持68%的高增速,成为公司利润的主要来源。 ...
恒通股份: 恒通物流股份有限公司第五届董事会第十一次会议决议公告
Zheng Quan Zhi Xing· 2025-07-01 16:17
Core Points - The company held its 11th meeting of the 5th Board of Directors on July 1, 2025, where all 9 directors attended, including 3 independent directors [1] - The board approved the acquisition of 100% equity of Guangxi Huahengtong Energy Technology Co., Ltd. from Huaheng Energy Co., Ltd. for 81,811,985.71 yuan to enhance LNG-related business operations [1] - The company decided to extend the duration of its 2021 employee stock ownership plan until September 6, 2027, reflecting confidence in future development and company value [2] Group 1 - The board meeting was legally valid with all directors present, and the resolutions were passed unanimously [1] - The acquisition aims to consolidate resources and improve the company's LNG business [1] - The employee stock ownership plan extension allows for potential future discussions regarding the sale of stocks if not sold by the expiration date [2]
众安保险联合地上铁成立新能源车联合风控实验室,共绘新能源物流新蓝图
Zhong Guo Jing Ji Wang· 2025-06-23 09:12
Core Insights - ZHONGAN Insurance and Dizhantian New Energy Vehicle Service Network signed a strategic cooperation agreement to establish a "New Energy Vehicle Joint Risk Control Laboratory" in Nanshan, Shenzhen, focusing on deep collaboration in new energy vehicle insurance and digital transformation [1][2] Group 1: Strategic Collaboration - The partnership aims to explore new paths for the development of the new energy logistics industry, leveraging both companies' strengths in technology and data [1][2] - ZHONGAN Insurance is the first internet insurance company in China, emphasizing the integration of "insurance + technology" to provide user-friendly insurance solutions [2] Group 2: Industry Growth and Support - The new energy logistics vehicle sector has experienced an average annual compound growth rate exceeding 65.23% [2] - Dizhantian's CEO highlighted the importance of insurance support for the large-scale promotion of new energy logistics vehicles, particularly in product design [2][3] Group 3: Risk Management Innovations - The collaboration will utilize the Joint Risk Control Laboratory to develop a "technology + data + service" risk control system, aiming for proactive risk management in the industry [3] - The initiative includes the creation of a risk grading model for new energy vehicles to enhance early identification and management of risks [3] Group 4: Future Development and Impact - The partnership will focus on standardization and technological research, aiming to create a replicable model for "insurance technology empowering new energy logistics" [4] - The collaboration is expected to generate tangible value for logistics companies, drivers, and cargo owners, contributing to high-quality development in the new energy logistics sector [4]
众安保险联合地上铁成立新能源车联合风控实验室
Zheng Quan Ri Bao· 2025-06-23 09:05
众安保险与地上铁将依托新能源车联合风控实验室,探索构建"科技+数据+服务"三位一体的风控体 系,为行业风险减量管理模式提供实践经验。双方将充分发挥海量行业数据和丰富应用场景优势,释放 数据要素价值,探索建立新能源车风险分级模型,实现风险的早识别、早预防、早管理。通过AI风控 系统,双方将探索开发动态风险评估工具,实时预警高风险车辆及驾驶员行为,推动新能源车险从"被 动赔付"向"主动风控"转型。 本报讯 (记者杨笑寒)近日,众安在线财产保险股份有限公司(以下简称"众安保险")与地上铁新能 源车服网络(以下简称"地上铁")在深圳签署战略合作协议。双方牵头的"新能源车联合风控实验室"在 南山揭牌成立。后续双方将在新能源车险、联合风控实验室、科技赋能行业数字化转型等领域展开深度 合作,共同探索新能源物流行业发展新路径。 众安保险总经理姜兴在致辞中表示,与地上铁战略携手,不仅是双方对国家"双碳"目标的坚定践行,更 是保险科技与新能源物流产业在深圳南山这片创新沃土的一次重要探索与突破。 地上铁董事长兼CEO张海莹在致辞中指出:"新能源物流车的规模化推广离不开保险支持,尤其是众安 保险在场景化产品设计上的能力。今年我们致力 ...
胜通能源连亏2年 2022上市募8亿国元证券保荐
Zhong Guo Jing Ji Wang· 2025-05-30 07:04
Core Viewpoint - The company reported a revenue increase for 2024, but still faced net losses, while showing significant improvement in the first quarter of 2025 compared to the same period in 2024 [1][2][3] Financial Performance Summary - In 2024, the company achieved a revenue of 5.348 billion yuan, representing an 11.32% increase year-on-year [2] - The net profit attributable to shareholders was -16.89 million yuan, an improvement of 57.29% from the previous year's loss of -39.55 million yuan [2] - The net profit attributable to shareholders after excluding non-recurring gains and losses was -17.95 million yuan, a 60.68% improvement from -45.66 million yuan in the previous year [2] - The net cash flow from operating activities was -306.10 million yuan, a significant decline from 6.524 billion yuan in the previous year [2] Q1 2025 Performance Summary - For the first quarter of 2025, the company reported a revenue of 1.675 billion yuan, a 40.04% increase compared to 1.196 billion yuan in the same period of 2024 [3] - The net profit attributable to shareholders was 29.57 million yuan, reflecting a 52.95% increase from 19.33 million yuan in the previous year [3] - The net profit attributable to shareholders after excluding non-recurring gains and losses was 5.88 million yuan, down 67.46% from 18.06 million yuan in the previous year [3] - The net cash flow from operating activities reached 428.57 million yuan, a remarkable increase of 912.07% from 42.35 million yuan in the same period last year [3] Dividend Distribution Plan - The company announced a profit distribution plan for 2024, proposing no cash dividends and no bonus shares, but a capital reserve conversion of 4 shares for every 10 shares held [1][6] - The equity registration date for this distribution is set for June 4, 2025, with the ex-dividend date on June 5, 2025 [6]
胜通能源跌4.64% 2022年上市募资8亿国元证券保荐
Zhong Guo Jing Ji Wang· 2025-05-12 08:44
胜通能源的保荐机构(主承销商)是国元证券,保荐代表人是章郑伟、王凯。胜通能源本次发行费用共计 10,505.00万元(各项费用均为不含税金额),其中国元证券获得保荐及承销费用8,000.00万元。 2023年5月31日,胜通能源发布2022年年度权益分派实施公告。胜通能源2022年年度权益分派方案为: 以公司现有总股本120,000,000股为基数,向全体股东每10股派3.300000元人民币现金(含税;扣税后, QFII、RQFII以及持有首发前限售股的个人和证券投资基金每10股派2.970000元;持有首发后限售股、 股权激励限售股及无限售流通股的个人股息红利税实行差别化税率征收,公司暂不扣缴个人所得税,待 个人转让股票时,根据其持股期限计算应纳税额;持有首发后限售股、股权激励限售股及无限售流通股 的证券投资基金所涉红利税,对香港投资者持有基金份额部分按10%征收,对内地投资者持有基金份额 部分实行差别化税率征收),同时,以资本公积金向全体股东每10股转增4.000000股。本次权益分派股 权登记日为2023年6月6日,除权除息日为2023年6月7日。 中国经济网北京5月12日讯今日,胜通能源(00133 ...
广汇物流股份有限公司关于2024年度暨2025年第一季度业绩说明会召开情况的公告
Group 1 - The company held an earnings briefing on April 30, 2025, to discuss its 2024 annual and 2025 Q1 performance, attended by key executives [2] - The company is focusing on the energy logistics sector, leveraging its advantages in Xinjiang's natural resources to support national green and low-carbon development goals [3][4] - The company plans to enhance its energy logistics business while exploring new profit growth points in its real estate and logistics collaboration segments [3] Group 2 - The railway industry in Xinjiang is expected to grow significantly due to national strategic support and regional economic demand, with a focus on key material transportation [2] - The company is committed to improving operational efficiency and management to stabilize performance and is considering applying for the removal of risk warnings once conditions are met [5] - The company has repurchased 14.77 million shares, accounting for 1.24% of its total share capital, with a total expenditure of approximately 84.99 million yuan [7]
南山区全球服务中心月底上线 护航出海企业 服务外资企业
Shen Zhen Shang Bao· 2025-04-27 16:49
深圳商报记者涂竞玉 近日,南山围绕出海议题再添新动作。为更好地服务企业出海、外企来华,经过一年多的走访调研,南 山区全力打造综合性国际服务平台——全球服务中心Go Global(以下简称:中心),并将于本月底正 式启用,让全国企业从中心走出去融入全球,让国际企业从中心走进来布局全国。 降低企业出海"心理门槛" 如何让企业在陌生的全球市场中稳健前行?全球服务中心的答案是:从真实需求出发,定制方案解决个 性化痛点。从筹备之初起,中心就联动专业服务商、运营方组建服务团队,将服务前置,主动贴近来自 出海一线的困扰。 创立于2015年的地上铁租车(深圳)有限公司,是全球领先的新能源物流车数智化运营服务商,其新能 源物流车服务网络覆盖在全国200多个城市,目前也正积极地探索海外业务的落地。 这也意味着在日常的运营过程中,海量陌生企业有可能成为客户、成为合作伙伴,或是收并购的交易对 手。企业资质如何?企业树之间的关联如何?甚至关键人的股权变动,都可能成为未来合作的隐患。此 外,在出海过程中,还将面临不同法律体系和各种成本不可控的双重风险。 收到地上铁诉求后,中心第一时间组织专家团队研究,并提出海外目标企业的相关报告,包括3 ...
搭平台、链全球,南山区全球服务中心本月底即将启用
Nan Fang Du Shi Bao· 2025-04-27 07:45
Core Points - Amazon Web Services announced the establishment of the Greater Bay Area Industry Digital Empowerment Center in collaboration with the Nanshan District government, marking its sixth center in China and the only one in the Greater Bay Area, aimed at providing high-quality technology and solutions for local enterprises [1] - The Go Global center is designed to serve both domestic companies looking to expand internationally and foreign enterprises seeking to enter the Chinese market, facilitating a comprehensive international service platform [1][3] Group 1: Go Global Center - The Go Global center aims to lower the "psychological threshold" for companies venturing into unfamiliar global markets by offering customized solutions based on real needs [3] - The center has formed a service team that proactively addresses the challenges faced by companies in their international expansion efforts [3] - The center provides extensive support to companies like Di Shang Tie, which operates over 170,000 electric logistics vehicles across more than 200 cities in China, helping them navigate potential risks in international partnerships [4][6] Group 2: Case Studies of Companies - Di Shang Tie has expressed that the center's expert team has significantly boosted their confidence in international expansion by providing comprehensive reports on potential overseas partners [4] - Companies like Rayman Optoelectronics and Ruivode have successfully expanded globally, with Rayman participating in high-profile events like the 2022 Beijing Winter Olympics and Ruivode engaging in over 300 international exhibitions in 2024 [5][10] - The center has provided tailored support to Ruivode in overcoming challenges in entering the Dutch market, including assistance with talent recruitment and establishing distribution channels [10] Group 3: Service Offerings - The Go Global center operates on a model that integrates government guidance, enterprise collaboration, and platform services, creating a market-oriented international service "joint fleet" [11] - The center has partnered with renowned service providers like Dun & Bradstreet for consulting services, offering access to a vast database of global enterprises [13] - The center aims to enhance the international business environment in Nanshan District, promoting two-way interaction between domestic and foreign enterprises to drive high-quality economic development [14]
【国轩高科(002074.SZ)】积木式充换电系统解决重卡痛点,海外布局深入——跟踪报告(殷中枢/陈无忌)
光大证券研究· 2025-04-19 13:17
特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 电动重卡行业景气度提升 据高工锂电,2025Q1,新能源乘用车、商用车领域增长势头强劲,销量同比增长接近50%。其中,新能源重 卡赛道增速较高,销量超2.3万辆,同比增长超1.5倍。在重卡领域,公司客户覆盖吉利、一汽、三一、江淮、 陕汽等众多知名企业。 换电重卡降低购车和运营成本 对于新能源重卡,补能效率为其最大痛点,快充、换电两种补能方案并驾齐驱。快充方面,电池企业都面向新 能源重卡的商用场景推出了快充型商用车电池,并布局超快充换电网络。换电方面,换电重卡采用车电分离模 式,可显著降低初始购车成本。电池资产由运营商持有,叠加电价低于油价的优势,综合运营成本可降低3-6 万元/年。 点击注册小程序 4月,公司在2025国际储能展览会(ESIE2025)上发 ...