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9家上市公司暴露环境风险 中国交建控股公司违法采矿被罚
Mei Ri Jing Ji Xin Wen· 2025-12-07 13:24
每日经济新闻联合环保领域知名NGO公众环境研究中心(IPE),自2020年9月起,基于31个省份(自治 区、直辖市)、337个地级市政府发布的环境质量、环境排放和污染源监管记录等权威数据来源,每周收 集剖析中国数千家上市公司及其旗下数万家公司(包括分公司、参股公司和控股公司)的环境信息数据, 发布"A股绿色周报",旨在借助环境数据库及专业解析、传播能力,让资本市场的上市公司经营活动中 的环境信息更加阳光透明。 根据12月第一周收集到的数据,《每日经济新闻》记者发现,共有9家上市公司在近期暴露了环境风 险。 一周绿鉴:未取得许可证擅自采矿 在企业管理能力、财务状况、行业竞争等因素之外,环境风险日渐成为上市公司重要的经营风险之一。 环境风险关乎企业发展,也关乎企业形象。 本期数据显示,生态环境领域违法违规等风险信息共关联到9家上市公司,其中2家属于国资控制的企 业。 擅自采矿且已对违法开采的矿产品进行利用,中国交建(601800)(SH601800,股价8.56元,市值 1393.00亿元)控股公司被罚138.4万元;超标排放污水,德福科技(301511)(SZ301511,股价32.71元, 市值206.18亿 ...
宏明电子:两版招股书核心财务数据不一致,分红2.8亿募4.5亿补流
Sou Hu Cai Jing· 2025-12-06 09:07
来源:股市财报风云 宏明电子:两版招股书核心财务数据不一致,分红2.8亿募4.5亿补流、应收与存货高企、研发投入下滑、账上有7亿现金,有过度融资 嫌疑 成都宏明电子股份有限公司(以下简称宏明电子)于2025年5月30日挂网招股书(申报稿),将于12月12日上会。 计划募资约19.51亿元。这家前身为国营第七一五厂、创建于1958年的老牌企业,已连续30多年荣获中国电子元件百强企业称号。 然而,这家表面光鲜的企业,上市之路却异常坎坷。从2000年完成股份制改制算起,宏明电子的资本之路已走了二十多年。 一、改制往事:一笔"糊涂账"与539万结余安置费 从1999年改制算起,这笔钱在公司账上停留了超过25年。虽然公司解释实际支付的内退费用已超过计提总额,且最终完成了上缴,但 时间跨度如此之长,流程是否完全规范,难免让人心生疑问。 二、股权迷踪:职工持股会、暂存股与代持江湖 如果说改制遗留问题是"历史旧账",那么公司股权结构的演变,则更像一部错综复杂的"悬疑剧"。 宏明电子设立时,股权结构就颇具特色。除了大量自然人股东,还设立了职工持股会,以管理集体股。但由于政策原因,职工持股会 无法登记,最终由工会主席吴成忠以个人 ...
英飞特:关于减持进展内容请关注公司公告
Zheng Quan Ri Bao· 2025-12-05 12:08
证券日报网讯 12月5日,英飞特在互动平台回答投资者提问时表示,公司严格按照法律法规的要求,及 时履行信息披露义务。关于减持进展内容请关注公司公告。 (文章来源:证券日报) ...
12.5犀牛财经早报:公募年终应对“牛皮市” “后补贴时代”车市淘汰赛鸣笛
Xi Niu Cai Jing· 2025-12-05 01:33
Group 1 - Public funds are implementing purchase limits on high-performing funds to ensure stable operation amid a narrow market fluctuation, while new funds are controlling their fundraising scale [2] - Private equity funds are actively conducting research in sectors like electronic components and healthcare devices, with a total of 13,000 research sessions conducted by 2,280 private equity institutions since the beginning of the fourth quarter [2] - Several banks have raised the minimum deposit threshold for large-denomination certificates of deposit (CDs), with some state-owned banks increasing the threshold to 1 million or 5 million yuan [2] Group 2 - The Chinese automotive market faces uncertainty as it transitions into the "post-subsidy era," with many car manufacturers resorting to subsidies and price reductions to meet year-end sales targets, raising concerns about profit margins [3][4] - Companies in the phosphate mining sector are accelerating their resource acquisition and capacity integration due to sustained high prices of phosphate rock, with the average market price for 30% grade phosphate rock at 1,016 yuan per ton [4] - The China Commodity Price Index has risen for seven consecutive months, with a November index of 114.1 points, reflecting a 0.8% month-on-month increase and a 1.6% year-on-year increase [4] Group 3 - LeEco, which has a debt of 23.8 billion yuan, plans to invest 180 million yuan in stock trading, clarifying that a significant portion of this investment is for "risk-free" purposes [5] - Country Garden has completed a debt restructuring that reduces its overall debt by over 90 billion yuan, enhancing confidence among buyers and suppliers [6] - Suhao Huihong plans to swap assets with its controlling shareholder, acquiring a 2.33% stake in Zijin Property Insurance for 262 million yuan [8]
四季度以来私募调研聚焦电子元件等领域
Zheng Quan Ri Bao· 2025-12-04 16:15
Group 1 - The fourth quarter is a critical period for private equity funds to realize performance and capture investment opportunities for the coming year, with research becoming a primary method for exploring new opportunities [1] - As of December 4, a total of 2,280 private equity institutions conducted 13,000 research sessions in the fourth quarter, with sectors like electronic components, medical devices, and integrated circuits being the most popular [1] - Private equity firms are optimistic about the A-share market in 2026 and are actively adjusting their portfolios through research to ensure more rational asset allocation and maximize product returns [2][3] Group 2 - Leading private equity firms are actively conducting research, with several top firms ranking high in the number of sessions, including Guangdong Zhengyuan, Hongyun, and Shanghai Gao Yi, among others [2] - The active research by private equity firms signals a positive outlook on the A-share market and a focus on understanding industry developments and verifying company operations to achieve higher returns [2] - The demand for deep research and precise stock selection is increasing as the market shifts towards performance realization, particularly in the technology sector [3] Group 3 - Technology stocks, particularly in sectors like electronic components, medical devices, and integrated circuits, are favored by private equity firms, with companies like Luxshare Precision and Aibo Medical being researched over 100 times [3][4] - The electronic components sector has seen strong upward momentum this year, benefiting from multiple favorable factors such as AI hardware, semiconductor domestic substitution, and automotive electronics [4] - The focus on sectors with growth potential and profit certainty is expected to help private equity funds achieve excess returns, aligning with their criteria for asset selection [4]
康强电子:持股5%股东被司法拍卖股份全部过户完成
Xin Lang Cai Jing· 2025-12-04 08:58
康强电子公告称,2025年9月11日,山东省青岛市中级人民法院裁定拍卖华润信托持有的公司1876.43万 股(占总股本5%)。近日查询获悉,其持有的100万股于12月3日完成过户。截至公告披露日,被司法 拍卖股份全部过户完成,该股东不再持股。此事项不会对公司治理结构及持续经营产生重大影响。 ...
电连技术(300679.SZ):暂未有关于航空航天领域类产品出货
Ge Long Hui· 2025-12-04 08:08
格隆汇12月4日丨电连技术(300679.SZ)在互动平台表示,公司暂未有关于航空航天领域类产品出货。 ...
年底“吃饭行情”还有戏吗?
Xin Lang Cai Jing· 2025-12-03 13:31
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 来源:国际金融报 12月3日,A股延续弱势,成交额低于1.7万亿元,但两融资金依旧活跃。板块走势分化,交通运输等板 块护盘,消费电子设备等板块回调,3876只个股收跌。 受访人士表示,当前市场处于典型的数据空窗期和预期博弈期,风险偏好有所降低,部分资金从高位板 块向防御性方向转移。短期内市场将延续"上有压力、下有支撑"的态势,结构性机会犹存。投资者应保 持适度仓位,通过均衡配置来穿越迷雾,待宏观或政策信号明朗后再动态调整风险敞口。 | 名称 | . | 涨幅% 1 | 涨停家数 | 跌停家数 | 成交额 | 年初至今涨幅% | 5日涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | 传媒(甲万) | | -2.86 | 1 | 0 | 56912 | 24.79 | -4.97 | | 计算机(申万) | | -2.26 | 0 | 2 | 1108亿 | 15.04 | 2.97 | | 房地产(中万) | | -1.53 | | | 251亿 | AAA | -1.76 ...
英诺激光收盘上涨2.16%,滚动市盈率135.37倍,总市值58.29亿元
Jin Rong Jie· 2025-12-03 11:05
交易所数据显示,12月3日,英诺激光收盘38.31元,上涨2.16%,滚动市盈率PE(当前股价与前四季度 每股收益总和的比值)达到135.37倍,总市值58.29亿元。 从行业市盈率排名来看,公司所处的电子元件行业市盈率平均76.07倍,行业中值61.49倍,英诺激光排 名第117位。 股东方面,截至2025年9月30日,英诺激光股东户数19083户,较上次增加467户,户均持股市值35.28万 元,户均持股数量2.76万股。 本文源自:市场资讯 作者:行情君 英诺激光科技股份有限公司的主营业务是激光器和激光解决方案的研发、生产和销售。公司的主要产品 是DPSS调Q纳秒激光器、超短脉冲激光器(皮秒、飞秒级)、MOPA纳秒激光器、激光整体解决方案。 公司的紫外纳秒激光器持续保持国内领先地位,应用于芯片制造关键制程的激光器获得全球知名半导体 装备公司的认可,FORMULA系列高功率紫外纳秒激光器技术、AOPICO系列高功率紫外皮秒激光器技 术、AONANO-XP系列MOPA-ns激光器技术经中科合创(北京)科技成果评价中心评定为国际先进水 平,并获得了工业和信息化部科学技术成果登记证书。 最新一期业绩显示,202 ...
瑞可达(688800.SH):正就NV下一代产品贡献电源类连接器解决方案
Ge Long Hui· 2025-12-03 10:00
格隆汇12月3日丨瑞可达(688800.SH)在投资者互动平台表示,公司已完成NV电源类连接器产品的送样 和产品展览,正就NV下一代产品贡献电源类连接器解决方案。 ...