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ST景谷: 关于上海证券交易所《关于云南景谷林业股份有限公司2024年年度报告的信息披露监管问询函》的回复公告
Zheng Quan Zhi Xing· 2025-06-25 17:36
证券代码:600265 证券简称:ST 景谷 公告编号:2025-051 云南景谷林业股份有限公司关于上海证券交易所 《关于云南景谷林业股份有限公司2024年年度报告的信 息披露监管问询函》的回复公告 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法律责任。 重要事项提示: ● 云南景谷林业股份有限公司(以下简称"公司"或"景谷林业")2023 年 2 月以现金方式收购唐县汇银木业有限公司(以下简称"汇银木业")51%股权,该交 易以收益法作为评估方法。为保护公司及全体股东利益,公司与汇银木业原实际控 制人崔会军、王兰存签订了相应的盈利预测补偿协议,对汇银木业 2023-2025 年进 行了业绩承诺与补偿安排。2023 年度,汇银木业业绩承诺指标完成。2024 年度,汇 银木业未完成业绩承诺指标,经年审会计师审定,汇银木业 2024 年度净利润为 -3,245.80 万元,公司应收业绩补偿款金额为 14,186.92 万元(以下简称"标的债 权")。为化解上述标的债权的回收风险,降低公司的财务压力,公司与控股股东 周大福投资有限公司(以 ...
广州首批林业碳普惠项目落地
Zhong Guo Xin Wen Wang· 2025-06-25 15:39
今年以来,广州市林业和园林局紧扣绿美广州建设,深入实施森林质量精准提升等八大行动,累计完成 森林质量优化提升47.45万亩,着力推动森林资源和城乡绿化品质优化提升,持续巩固提升林业园林生 态系统的碳汇能力。 同时,广州市林业和园林局精心策划"我为全运种棵树"系列活动,掀起全民植绿热潮,累计开展各类义 务植树尽责活动1931场,参与人数达11万人次,共种植树木32.5万株,同时广泛发动"我为全运种棵 树"社会募捐,筹集金额超过4000万元,为城市增绿、为全运添彩。(完) (文章来源:中国新闻网) 林业碳普惠是鼓励自然人、法人或非法人组织购买林业碳汇,抵消生产经营、生活消费、大型活动等产 生的碳排放,将森林减碳增汇行为转化为普遍受益的重要机制。 去年9月,广州市林业和园林局联合广州市生态环境局等部门出台《广州市林业碳普惠方法学(2024年试 行版)》,明确该市林业碳普惠项目的申报主体、交易基准线、项目计入期及开发程序等关键要素,创 新性地将国有林场纳入开发主体范围。此举以制度创新为突破口,打通了将森林"碳库"转化为优质碳资 产的路径,是生态产品价值实现的"广州探索"。 中新网广州6月25日电(记者程景伟)据广州市 ...
75个330亿元!河南发布2025年向民间资本公开推介项目清单
Sou Hu Cai Jing· 2025-06-25 14:41
Core Viewpoint - The article emphasizes the importance of private investment as a barometer for the vitality of the private economy, highlighting recent initiatives in Henan Province to promote private investment through policy support and project promotion [1] Group 1: Investment Growth and Structure - In the first five months of this year, private investment in Henan Province increased by 9.7% year-on-year, surpassing the national average by 9.7 percentage points and the provincial investment growth rate by 3.1 percentage points, accounting for approximately 60% of the province's fixed asset investment [1] - The investment structure is continuously optimizing, with significant growth in sectors such as electronic information, equipment manufacturing, and new energy vehicles, all maintaining growth rates above 20% [1] Group 2: Project Promotion - A total of 75 major projects with a total investment of 33 billion yuan have been publicly promoted to private capital, focusing on key areas such as transportation, energy, water conservancy, new infrastructure, urban construction, manufacturing, warehousing and logistics, agriculture, and social undertakings [1][2] - Specific projects include 4 transportation projects with a total investment of 2.7 billion yuan, 16 urban construction projects totaling 6.6 billion yuan, 25 manufacturing projects with an investment of 12.8 billion yuan, and 8 warehousing and logistics projects amounting to 4.4 billion yuan [2] Group 3: Characteristics of Promoted Projects - The promoted projects align with policy directions, with local governments prioritizing resource allocation and providing support for funding and land use [3] - The government is leading the promotion, encouraging private capital participation through various flexible methods such as controlling stakes and forming joint ventures [3] - The investment scale of the projects is moderate, with 46 projects in the 100 million to 500 million yuan range, 15 projects between 500 million and 1 billion yuan, and 7 projects exceeding 1 billion yuan, catering to various types of private investment entities [3] Group 4: Policy Support and Future Directions - The article outlines that the government is committed to breaking down barriers to private investment and establishing a regular mechanism for promoting projects to private capital [4] - There is a strong emphasis on enhancing support services and ensuring the efficient implementation of private investment projects, aiming to contribute significantly to the high-quality economic development of the province [4]
国泰中证500ETF(561350)单日反弹1.1%,估值收缩或现配置窗口
Mei Ri Jing Ji Xin Wen· 2025-06-25 08:05
Group 1 - The Cathay CSI 500 ETF (561350) experienced a daily rebound of 1.1% [1] - The CSI 500 Index, which includes major companies like Tencent and Alibaba, reflects a diverse industry distribution covering consumer discretionary, industrials, and communication services [1] - The CSI A500 Index-related ETFs showed high trading activity, with multiple products exceeding 1 billion yuan in daily trading volume, indicating strong market interest [1] Group 2 - Guosen Securities reported that the CSI 500 Index fell by 1.75% over the past week, with a significant PE contraction of 1.35x [2] - The current PE, PB, and PS percentiles for the CSI 500 are between 60% and 95%, while the PCF is in the 80% to 90% range, suggesting attractive long-term valuation compared to the broader market [2] - The consumer staples sector, particularly food and beverage, shows significant valuation recovery potential, with 3-year and 5-year average valuation percentiles at 7.47%/4.49% and 14.08%/10.38% respectively [2]
6月24日电力设备、电子、计算机等行业融资净买入额居前
Zheng Quan Shi Bao Wang· 2025-06-25 03:23
Summary of Financing Balances by Industry Core Insights - As of June 24, the total market financing balance reached 1,810.30 billion yuan, reflecting an increase of 5.13 billion yuan from the previous trading day, with 20 out of 31 industries showing an increase in financing balance [1][2] Industry Financing Increases - The power equipment industry saw the largest increase in financing balance, rising by 1.31 billion yuan to a total of 129.50 billion yuan, marking a 1.03% increase [1] - Other notable increases were observed in the electronics industry (1.15 billion yuan increase), computer industry (668 million yuan increase), and pharmaceutical and biological industry (664 million yuan increase) [1] Industry Financing Decreases - 11 industries experienced a decrease in financing balance, with the communication industry facing the largest drop of 4.27 billion yuan, bringing its total to 60.00 billion yuan, a decrease of 0.71% [1][2] - Other industries with significant decreases included national defense and military industry (1.95 billion yuan decrease) and construction decoration industry (1.87 billion yuan decrease) [2] Summary of Financing Balances by Industry | Industry | Latest Financing Balance (billion yuan) | Change from Previous Day (billion yuan) | Percentage Change (%) | |-------------------|-----------------------------------------|------------------------------------------|-----------------------| | Power Equipment | 1295.03 | 13.17 | 1.03 | | Electronics | 2081.19 | 11.53 | 0.56 | | Computer | 1364.58 | 6.68 | 0.49 | | Pharmaceutical | 1315.83 | 6.64 | 0.51 | | Mechanical Equipment | 939.85 | 5.78 | 0.62 | | Media | 411.07 | 3.97 | 0.98 | | Automotive | 944.02 | 3.52 | 0.37 | | Non-ferrous Metals | 770.20 | 3.43 | 0.45 | | Agriculture | 250.27 | 1.56 | 0.63 | | Light Industry | 127.62 | 0.68 | 0.53 | | Retail | 212.65 | 0.65 | 0.31 | | Construction Materials | 116.04 | 0.34 | 0.30 | | Environmental | 148.15 | 0.33 | 0.22 | | Basic Chemicals | 782.64 | 0.24 | 0.03 | | Beauty Care | 59.28 | 0.23 | 0.39 | | Coal | 154.34 | 0.23 | 0.15 | | Public Utilities | 421.94 | 0.23 | 0.05 | | Comprehensive | 32.43 | 0.06 | 0.19 | | Non-bank Financial | 1501.68 | 0.06 | 0.00 | | Steel | 144.41 | 0.04 | 0.03 | | Social Services | 96.00 | -0.07 | -0.07 | | Real Estate | 300.05 | -0.07 | -0.02 | | Transportation | 340.92 | -0.14 | -0.04 | | Textile and Apparel | 67.20 | -0.46 | -0.69 | | Banking | 532.07 | -0.75 | -0.14 | | Home Appliances | 259.87 | -0.78 | -0.30 | | Oil and Petrochemicals | 257.65 | -1.20 | -0.46 | | Food and Beverage | 520.28 | -1.70 | -0.32 | | Construction Decoration | 318.04 | -1.87 | -0.59 | | National Defense | 636.01 | -1.95 | -0.30 | | Communication | 600.02 | -4.27 | -0.71 | [1][2]
科特派“妙手回春” 老果园甜蜜升级
Ke Ji Ri Bao· 2025-06-25 01:00
Core Viewpoint - The article highlights the innovative agricultural practices implemented by a team led by Shi Lianhui in Mengyin County, Shandong Province, focusing on organic fertilizer production and waste management to enhance fruit yield and quality while reducing costs [1][4]. Group 1: Organic Fertilizer Production - Shi Lianhui's team has established over 100 organic fertilizer production points in Mengyin County, processing more than 800,000 tons of agricultural waste annually, which has reduced organic fertilizer costs by 80% and increased annual income by over 1,000 yuan per mu in local orchards [1][4]. - The team developed a method to ferment discarded fruits and livestock waste into liquid microbial fertilizer, significantly lowering production costs to around 400-500 yuan per ton compared to over 10,000 yuan for market alternatives [3][4]. Group 2: Agricultural Waste Management - Mengyin County generates 450,000 tons of waste branches and 1,150,000 tons of livestock manure annually, providing ample raw materials for organic fertilizer production [3][4]. - The local agricultural community faced challenges in waste disposal, particularly after a severe hailstorm damaged fruit crops, leading to an accumulation of unusable produce and excess livestock waste [2][3]. Group 3: Economic and Quality Benefits - The use of self-made organic fertilizers has led to a 25% increase in fruit quality and a significant improvement in soil conditions, with some farmers reporting a fruit sugar content exceeding 20 degrees [4][5]. - Farmers have expressed initial skepticism about the effectiveness of organic fertilizers due to high market prices, but successful demonstrations have led to increased adoption of self-made fertilizers, resulting in high-quality fruit production [5].
一片白蜡叶的减碳“账单”
Qi Lu Wan Bao· 2025-06-24 21:06
本报6月24日讯(大众新闻记者顾松通讯员巴丽蒙)清晨6点,第一缕阳光穿透云层,为胜大生态林场披上 一层金色的薄纱。趁着天不热,护林员王双华已经背上了18公斤重的喷雾器,开始了一天的驱虫工作。 眼下正值木蠹蛾虫害高发期,每一棵白蜡树都需要精心呵护。 在他身旁,一片巴掌大的白蜡树叶也悄然启动它的"微型工厂"。纤细的叶脉纵横交错,构成了一张精密 的"二氧化碳捕集网"。阳光透过叶片,叶绿体开始工作,将二氧化碳转化为氧气。 "一片叶子一年能吸收0.2克二氧化碳。"胜大生态林场经理徐国明列了一笔"账单"。这个看似微小的数 字,在120万棵白蜡树的共同作用下,形成了惊人的碳汇能力,织就了一张改变生态格局的绿色网络。 与此同时,十几公里外的东营原油库正平稳运转着。这座采用绿电替代、能源梯级利用等多项节能技术 的绿色智能化油库,严格控制每年碳排放量。 两个看似没有关联的单位,却因一张碳汇证书紧密相连。 2022年,北京绿色交易所的专家通过卫星遥感技术和碳计量模型,对林场的固碳能力进行精准测算。结 果显示,2012年种植的白蜡树正值壮年,每棵树每年可固定10千克碳;2018年补种的文冠果进入盛果 期,根系固碳能力比普通灌木高出4 ...
汇绿生态: 关于注销部分募集资金专户的公告
Zheng Quan Zhi Xing· 2025-06-24 17:48
Fundraising Overview - The company has successfully raised a total of RMB 332,317,440.31 through a non-public issuance of 75,446,428 shares at a price of RMB 4.48 per share, approved by the China Securities Regulatory Commission [1] - The funds have been verified and confirmed by an accounting firm as of September 8, 2022 [1] Fund Management and Usage - The company has established a special account for the management and use of the raised funds, signing a tripartite supervision agreement with China Merchants Bank [1] - A four-party supervision agreement was also signed with various banks to ensure proper management of the funds [2] Fund Allocation Changes - On June 12, 2023, the company held a shareholder meeting to approve the reallocation of unused funds from the "Headquarters Office Project" to new projects, including the "Liangzi Lake Ecological Environment Governance Project Phase I" and "S203 Ezhou Section Green Special Project" [2] - The company has also established new special accounts for the management of these funds [2] Fund Account Closure - On April 22, 2025, the company decided to permanently supplement its working capital with surplus funds from completed projects, leading to the closure of related special accounts [4] - The closure of these accounts was completed after all funds were transferred out, and the relevant supervision agreements were terminated [5]
绿茵生态: 天津绿茵景观生态建设股份有限公司相关债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-23 16:43
Core Viewpoint - The credit rating report for Tianjin Green Landscape Ecological Construction Co., Ltd. indicates a stable credit outlook, supported by the company's comprehensive qualifications in the ecological landscape industry and a solid order backlog, despite facing certain financial pressures related to project funding and receivables collection [3][6][7]. Company Overview - Tianjin Green Landscape has established a complete ecological industry chain covering planning, design, technical research, seedling cultivation, construction, and maintenance [5][16]. - As of the end of 2024, the company had a total contract value of 36.06 billion yuan, with significant projects in municipal greening and ecological restoration [5][17]. Financial Performance - The company reported total assets of 40.64 billion yuan and equity attributable to shareholders of 23.69 billion yuan as of March 2025 [3][19]. - The operating income for 2024 was 4.01 billion yuan, with a net profit of 1.01 billion yuan, reflecting a decrease of 12.06% year-on-year due to increased asset impairment provisions [3][20]. - The gross profit margin improved by 7.76 percentage points to 46.40% in 2024, maintaining a high level within the industry [5][20]. Cash Flow and Debt Management - The company has a strong cash position, with cash and cash equivalents totaling 10.07 billion yuan, accounting for 24.78% of total assets as of the end of 2024 [19][20]. - The net cash flow from operating activities was positive, indicating effective cash collection practices, although there are concerns regarding the timing of receivables due to local government funding arrangements [6][20]. Industry Context - The ecological landscape industry is supported by structural growth in infrastructure investment, with a projected 4.40% increase in such investments in 2024 [13][14]. - The industry faces challenges from low concentration and intense competition, particularly from larger state-owned enterprises, which may impact smaller firms' ability to secure high-quality projects [14][16]. Future Outlook - The company is expected to maintain a stable business outlook, with a strong order backlog and sufficient cash reserves to support ongoing operations [7][20]. - However, the reliance on government contracts and the potential for delayed payments pose risks to cash flow stability [6][20].
6月第3期:资金延续净流出
Tai Ping Yang Zheng Quan· 2025-06-23 14:42
投资策略 流动性与仓位周观察——6 月第 3 期:资金延续净流出 资金净流出,交投活跃度下降。上周全 A 成交额 6.08 万亿,较前一 周下降,换手率 6.87%,较前一周下降,资金供给端中基金、ETF 净流入, 两融净流出;资金需求端 IPO 规模为 12.64 亿元,再融资规模 4238.28 亿 元。市场资金合计净流出 3891.24 亿元,流动性转弱。 国内流动性:上周公开市场操作净投放资金 1021 亿元,DR007 下行, R007 上行,R007 与 DR007 利差扩大,金融机构间流动性未见明显分层。 利差来看,10 年期国债收益率下降 5bp,1 年期国债收益率下降 1bp,国 债期限利差扩大;10 年期美债收益率下行,10 年期国债收益率下行,中 美利差倒挂程度减轻;市场预期 7 月美联储不降息概率至 85.5%。 2025 年 06 月 23 日 市场微观交易结构:换手率下降,成交额同步下降。 机构投资者:上周偏股型基金发行规模 256.74 亿元,规模较上一周 上升。 偏股型公募基金:上周加仓行业前三:银行、电子、食品饮料;上周 减仓幅度前三行业:医药生物、有色金属、农林牧渔。 杠杆 ...