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【财经早报】贵州茅台 紧急提示!
Zhong Guo Zheng Quan Bao· 2026-01-04 23:21
Group 1: Cultural and Tourism Sector - During the New Year's holiday, 142 million domestic trips were made in China, with total spending reaching 84.789 billion yuan, indicating a strong recovery in the tourism sector [1] - The number of inbound and outbound travelers reached 6.615 million, averaging 2.205 million per day, a year-on-year increase of 28.6% [1] Group 2: Retail and E-commerce - Hainan's duty-free shopping during the New Year holiday saw sales of 71.2 million yuan, a significant year-on-year increase of 128.9% [1] - The number of shoppers in Hainan's duty-free sector increased by 60.6% to 83,500, with 442,000 duty-free items sold, up 52.4% [1] Group 3: Corporate News - Moutai Group issued a warning regarding fraudulent investment solicitations using its name, emphasizing that it has not authorized any such activities [3] - Tianlong Co. announced plans to acquire a 32.2998% stake in Suzhou Haomibo Technology Co., along with a 100 million yuan capital increase, aiming to enhance its position in the automotive sensor market [3][4] - Longpan Technology plans to invest up to 2 billion yuan in a high-performance lithium battery project, with an initial phase targeting 120,000 tons of lithium iron phosphate capacity [4] Group 4: Technology and Innovation - Yushu Technology clarified that it is not involved in any "green channel" application for listing, stating that its listing process is proceeding normally [5] - Zhongjian Technology is initiating a project focused on "smart boutique" development, collaborating with leading terminal device providers to analyze application scenarios for quadruped and intelligent robots [5] Group 5: Market Trends and Insights - China Galaxy Securities highlighted that the A-share market is entering a critical data verification period, with potential volatility influenced by policy effects, macro data, corporate performance, and liquidity changes [7] - The report suggests focusing on three key areas: strategic resources and cyclical recovery, technology independence and new productivity, and domestic demand recovery [7]
合肥汇通控股股份有限公司关于向2025年股票期权激励计划激励对象首次授予股票期权的公告
Shang Hai Zheng Quan Bao· 2026-01-04 22:46
Group 1 - The core point of the announcement is the approval of the stock option incentive plan for 2025, with the first grant date set for December 31, 2025, involving 2.38 million stock options granted to 79 eligible participants at an exercise price of 28.04 yuan per option [2][7][17]. Group 2 - The stock option plan has undergone necessary decision-making procedures, including board meetings and shareholder approvals, ensuring compliance with relevant regulations [3][29]. - The board confirmed that all conditions for granting the stock options have been met, and the grant date is established as December 31, 2025 [4][5][17]. - The performance assessment for the stock options will be based on company-level and individual-level criteria over the years 2026 to 2029 [11][12]. Group 3 - The company plans to adjust its fundraising projects, reducing the budget for the "Automotive Trim Expansion Project" from 287.1751 million yuan to 252.1751 million yuan, reallocating the 35 million yuan to a new project [36][40]. - The timeline for the new project, "Annual Production of 700,000 Automotive Styling Parts, NVH Acoustic Products, and 3.5 Million Wheel Assembly Projects," has been extended from December 2025 to December 2026 [37][41]. Group 4 - The adjustment of the independent director's remuneration from 50,000 yuan to 80,000 yuan per year is aimed at aligning with industry standards and enhancing governance [47][48]. - The resignation of the securities representative will not affect the company's operations, and a replacement will be appointed in accordance with regulations [50].
怀集登云汽配股份有限公司关于公司副总经理辞职的公告
Shang Hai Zheng Quan Bao· 2026-01-04 22:39
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002715 证券简称:登云股份 公告编号:2026-001 怀集登云汽配股份有限公司 关于公司副总经理辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假记载、误导性陈述或者重大 遗漏。 怀集登云汽配股份有限公司(以下简称"公司")于近日收到公司副总经理孙少博先生的辞职报告,孙少 博先生因个人原因辞去公司副总经理职务,辞职后将不再担任公司任何职务。根据《公司法》《深圳证 券交易所上市公司自律监管指引第1号一一主板上市公司规范运作》和《公司章程》等有关规定,孙少 博先生的辞职报告自送达公司董事会之日起生效。 孙少博先生未持有公司股票,其辞职不会影响公司生产经营和正常运作。公司及董事会对孙少博先生在 任职期间为公司所做出的贡献表示感谢。 特此公告。 怀集登云汽配股份有限公司董事会 二○二六年一月五日 ...
“开放的中国将继续为世界提供重要机遇”——外资企业坚定在华长期发展信心
Ren Min Ri Bao· 2026-01-04 22:24
Group 1 - In 2025, China's economy is expected to maintain a stable, advancing, and resilient pattern, boosting global economic confidence as foreign enterprises continue to invest in the Chinese market [1][2] - The number of newly established foreign-invested enterprises in China reached 61,207 in the first 11 months of 2025, marking a year-on-year increase of 16.9%, with November alone seeing 7,425 new enterprises, a 35.3% increase [2] - A report by KPMG indicates that 94% of multinational companies surveyed plan to continue investing in China, reflecting a more optimistic outlook compared to the global economy [2] Group 2 - Significant foreign investments include Bosch's commitment of 10 billion RMB to an intelligent driving control project in Suzhou and Danfoss's 2.7 billion RMB investment in a future factory in Zhejiang [2] - The establishment of the Hainan Free Trade Port is expected to create a more open trade environment, enhancing international competitiveness for companies like Charoen Pokphand Group, which has invested 2 billion RMB in the region [3] - In the first 11 months of 2025, foreign investment in high-tech industries such as e-commerce services, medical equipment manufacturing, and aerospace manufacturing grew by 127%, 46.5%, and 41.9% respectively, indicating a shift towards high-tech sectors [3] Group 3 - Schneider Electric's Shanghai factory has improved production efficiency by 82% and reduced order delivery time by 67% through the integration of AI technologies, highlighting China's role as a global hub for AI innovation [4] - Qualcomm's Snapdragon Summit marked its first event in China, emphasizing the importance of AI and connectivity in driving technological advancements and industry collaboration [5] - Philips has established a comprehensive manufacturing base in Suzhou, underscoring China's significance as a key hub for global innovation and manufacturing [5] Group 4 - The Chinese government is implementing measures to boost domestic consumption, which is expected to unlock significant potential in the service sector, creating a more favorable environment for foreign enterprises [6][7] - L'Oréal's investment in a local skincare brand reflects confidence in China's market, with the company emphasizing the importance of long-term commitment to meet consumer expectations [6] - Panasonic's global vice president noted that China's policies to expand market access and enhance domestic demand will create a more transparent and predictable business environment for foreign companies [7]
产业平台驱动制造之都迈向智造强市——台州赶海
Jing Ji Ri Bao· 2026-01-04 22:12
岛岬交错,海屿星罗,浙江台州的海岸线绵延700.5公里,占浙江全省三分之一。向海而生、因海而 兴,"赶海"早已融入这座城市的发展基因。 闻潮而动—— "从无到有下好先手棋" "研发需要算力,如果我们把项目落在黄岩,你们能否提供购买算力的经费?"赴北京考察时,企业提出 的疑问,让台州市黄岩国有资本投资运营集团有限公司党委委员沈鑫记忆犹新。 400P算力,相当于20万台高性能计算机同时运行。浙东南智算中心驾驶舱显示大屏上,算力负载状 态、算法状态、能源效率等数据图表实时更新,屏幕中央橙色矢量线从黄岩向全国延伸,勾勒出一 幅"算力版图"。 硬件成型,政策跟进。黄岩区经济信息化和科学技术局数字经济科科长王瑜说,产业园开园之初,算力 产业支持政策已同步启动论证。2025年7月,《黄岩区支持算力产业高质量发展若干政策(试行)》正 式出台,推出"算力券""模型券",用真金白银鼓励企业开展技术创新。 这里是民营经济的重要发源地。连续5年,台州"新春第一会"上,受邀民营企业家稳坐头排。新能源汽 车、医药健康、高端装备(工业母机)、低空经济(空天产业)、具身智能(机器人)……台州集聚了 2个千亿元级产业集群、32个百亿元级县域产 ...
回购增持分红多措并举 深市公司“真金白银”护航市场稳定
Shang Hai Zheng Quan Bao· 2026-01-04 20:26
◎记者 时娜 上市公司的回购增持热潮持续至2026年。2026年1月4日,东诚药业、世纪华通等上市公司发布回购股份 计划,宁德时代、美的集团、潍柴动力、蓝思科技等多家深市龙头公司也披露了回购进展情况,英派斯 等公司披露增持计划实施情况,以"真金白银"传递信心,夯实公司价值投资基础。此外,多家上市公司 近日宣布向投资者派发"大红包"。 股份回购是上市公司优化股权结构、提升股东回报的重要抓手。2026年伊始,便有深市上市公司发布股 份回购计划。 东诚药业1月4日公告,计划以集中竞价交易方式回购股份,金额不低于1亿元(含),不超过2亿元 (含),用于实施股权激励和/或员工持股计划。回购价格不超过18.00元/股。 2025年以来,深市上市公司积极回应号召、立足自身发展,持续掀起"真金白银"的回购、增持、分红热 潮,多措并举提升投资者回报,为资本市场健康发展注入强劲动力。 上市公司下"红包雨" 据上海证券报记者不完全统计,2025年12月31日至2026年1月4日晚,仅深市就有15家公司披露半年度或 三季度分红实施公告,相关分红将于2026年1月陆续到账。 其中,天赐材料公告,公司2025年前三季度利润分配预案已获2 ...
股市必读:东安动力(600178)12月31日主力资金净流入609.92万元,占总成交额3.61%
Sou Hu Cai Jing· 2026-01-04 20:19
截至2025年12月31日收盘,东安动力(600178)报收于12.79元,下跌0.39%,换手率2.83%,成交量13.22 万手,成交额1.69亿元。 当日关注点 2025年12月31日,哈尔滨东安汽车动力股份有限公司(含控股子公司)收到政府补助442万元,占公司 上一年度经审计归属于上市公司股东净利润的77.09%,公司判断该补助与收益相关。上述补助未经审 计,具体会计处理及对损益的影响以审计机构年度审计结果为准。 哈尔滨东安汽车动力股份有限公司2025年12月份产销数据快报 哈尔滨东安汽车动力股份有限公司披露2025年12月份发动机及变速器产销数据。2025年12月,发动机销 量为42392台,同比增长3.16%;本年累计销量432886台,同比增长19.07%。变速器销量为17663台,同 比下降35.99%;本年累计销量172933台,同比增长41.08%。产量方面,发动机本月产量41073台,同比 下降1.94%;本年累计产量461828台,同比增长18.86%。变速器本月产量17272台,同比下降4.67%;本 年累计产量186923台,同比增长29.30%。数据为快报数据,最终以定期报告为准 ...
构建非公企业工会工作“五大体系”
Xin Lang Cai Jing· 2026-01-04 20:04
重庆炙焱动力制造有限公司负责人表示,将依托綦江区职工技术创新奖补、技能提升奖励等政策,加快 推进职工技能培育和创新项目落地,用好"百优职工健康食堂"服务阵地,以工会服务聚人心、促生产。 重庆綦小一物流配送有限公司工会负责人表示,将依托"渝工港湾"做好户外劳动者关爱服务,把工会建 成职工信赖的"职工之家"。 会上,重庆荆江汽车半轴股份有限公司工会作经验交流,分享非公企业工会工作"破题之道":健全以职 工代表大会为核心的民主管理机制,畅通意见反馈渠道,实现"24小时问题分派、3日内答复";打造劳 模创新工作室,以"师徒结对+技能竞赛+创新奖励"模式培育技能人才,为参会企业提供可复制、可推 广的实践样板。 据了解,綦江区围绕非公企业工会工作实务开展专题指导,精准解读职工技术创新、"新八级"职业技能 提升等重点政策,同时明确2026年全区非公企业工会工作"五大体系"建设重点任务,包括持续健全"红 岩铸魂"引领体系、"技能形成"培育体系、"职业发展"成长体系、"建功立业"激励体系、"权益保障"服务 体系,推动工会工作与企业发展、职工成长深度融合。 (来源:工人日报) 本报讯(记者李国 通讯员罗玉书)日前,重庆市綦江区召 ...
苏州金鸿顺汽车部件股份有限公司2025年第二次临时股东会决议公告
Shang Hai Zheng Quan Bao· 2026-01-04 19:59
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603922 证券简称:金鸿顺 公告编号:2026-002 苏州金鸿顺汽车部件股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及刘栩以外的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法律责任。 重要内容提示: ● 本次会议是否有否决议案:有 一、会议召开和出席情况 (一)股东会召开的时间:2025年12月31日 (二)股东会召开的地点:张家港经济技术开发区长兴路30号,公司会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: ■ (四)表决方式是否符合《公司法》及《公司章程》的规定,会议主持情况等。 本次股东会由公司董事会召集,以现场投票和网络投票相结合的方式召开,现场会议由公司副董事长洪 建沧先生主持。本次股东会的召集、召开和表决方式符合《公司法》、《公司章程》等法律法规和规范 性文件的规定,所做决议合法有效。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事6人,列席5人,董事长刘栩先生因个人原因缺席本次股东会; 2、董事会秘书及公司其他高管列席 ...
宁波培源股份IPO申请获北交所受理 拟募资2.97亿进军资本市场
Sou Hu Cai Jing· 2026-01-04 17:32
Core Viewpoint - Ningbo Peiyuan Co., Ltd. has officially submitted its IPO application to the Beijing Stock Exchange, aiming to raise 297 million yuan through this offering [1] Financial Performance - The total assets of Peiyuan Co. are projected to reach approximately 1.06 billion yuan by June 30, 2025, up from 704.15 million yuan in 2022, indicating a steady growth trend [2] - The company's total equity is expected to increase from 341.25 million yuan in 2022 to approximately 509.51 million yuan by mid-2025 [2] - Revenue figures show a consistent upward trajectory, with projected revenues of 332.40 million yuan for the first half of 2025, compared to 551.06 million yuan in 2022 [3] - Net profit is expected to decline slightly to 34.70 million yuan in the first half of 2025 from 69.22 million yuan in 2022, reflecting some fluctuations in profitability [3] Product and Market Position - Peiyuan Co. specializes in automotive parts, focusing on the research, production, and sales of shock absorber components and hydraulic flipping system components [2] - The company maintains a stable gross margin, with some high-end products significantly exceeding industry averages, attributed to ongoing R&D investments and optimized production processes [5] - In the shock absorber component sector, Peiyuan Co. holds a leading position, effectively avoiding homogenization risks through differentiated product strategies and precise market positioning [6]