| 证券代码：605138 证券简称：盛泰集团 | 公告编号：2025-012 | | --- | --- | | 转债代码：111009 转债简称：盛泰转债 | | | 盛泰智造集团股份有限公司 | | | 关于部分募投项目变更及使用信用证方式支付募投 | | 项目所需部分资金并以募集资金等额置换的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 新项目名称及投资金额："12.59 万锭智慧纺纱项目"项目总投资 48,763.05 万元，拟投入募集资金 20,455.00 万元（最终金额以实际转款当日银 行账户结息余额为准，下同）。 变更募集资金投向的原项目及金额：本次拟将因"越南十万锭纱线建设 项目"和"嵊州盛泰 22MWp 分布式光伏电站建设项目"结项产生的节余募集资金 20,455.00 万元变更投向至"12.59 万锭智慧纺纱项目"。 盛泰智造集团股份有限公司（以下简称"公司"）于 2025 年 2 月 27 日召开 了第三届董事会第九次会议、第三届监事会第八次会议，审议通过了《关于部分 募投 ...

以下文章来源于秦朔朋友圈 ，作者巫珩 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公众号、微博、视频 节目、音频节目等。内容聚焦于经济、金融和商业领域，关注重点为全球和中国财经商业热点、企业家精神、创新与发明 创造、商业文明探索等。 宁波帮的故事。 作者 I 巫珩 来源 I 秦朔朋友圈 （ID：qspyq2015） 2 0 24年，宁波从经济体量上正式超越天津。 根据宁波统计局披露的数据，2 024年GDP为1 81 4 7 .7亿。而几天前，天津统计局公布的GDP数据则为 1 8 02 4 .3 2亿，比宁波少了123 . 38亿。 要知道，这可是自改革开放之后，宁波首次超越天津的历史性时刻啊。 在2 0 17年宁波正式超越青岛之后，天津可一直都是宁波追赶的目标。20 1 4年，天津的GDP比宁波还要多 2 7 00亿。 然而，此后天津发生了两次"挤水分"事件，这使得宁波有了超车的机会，两座城市的GDP差距逐年缩 小，如今成功实现赶超。 但宁波的"野心"绝不止于此，它的下一个赶超目标，可是超越南京，进入GDP前十俱乐部。两城在2 0 23 年的差距 ...

2024年是过去6年中国公司IPO项目数量最少的一年，但仍有不少机构收获颇丰。 本文为IPO早知道原创 作者｜Eric 微信公众号｜ipozaozhidao IPO早知道「年度IPO最佳投资机构TOP100」榜单已经来到第五年。在过去五年中， 入榜的机构总数共有284家，而连续5年进入TOP100的机构只有 18家 。 我们也很欣慰地看到，这一榜单为一级市场投资机构退出能力的判断提供了一些参考价值。 据IPO早知道统计，2024年市场共收获了228个中国企业的IPO，相较于2023年的417个，出现了明显的下降，这一数字甚至低于2018年的242个， 是 2018年以来中国公司IPO项目数量最少的一年。 2024年度，IPO早知道延续此前 五年的 的评选逻辑，「 年度IPO最佳投资机构TOP100」 最终排综合IPO项目数量、质量、机构过往表现以及机构自 主申报评的多个维度，五年以来，「TOP100」 排名 并非单纯从IPO数量的角度去对投资机构的成绩进行统计和评选， 我们希望能够突出那些在早期更 敢于下注、投出对行业和市场有更大影响力项目的投资机构 。 与「TOP100」一同发布的是「2024年度最佳投资机 ...

Financial Data and Key Indicators Changes - The macroeconomic environment remains weak, with demand continuing to show signs of fatigue and supply also weakening, as indicated by various operational metrics [6][7][39] - CPI has risen for the first time in three months, suggesting potential inflationary pressures, while PPI remains flat, indicating ongoing economic challenges [9][17] Business Line Data and Key Indicators Changes - The automotive sector shows signs of recovery, with July retail sales down only 0.3% year-on-year compared to a 7.4% decline in June, indicating a potential turnaround [6] - The construction sector is expected to benefit from increased government spending and infrastructure projects, with a focus on accelerating the issuance of special bonds [39][40] Market Data and Key Indicators Changes - The real estate market is experiencing a downturn, with significant declines in new and second-hand home sales across major cities [6] - The coal sector is facing mixed signals, with domestic production and demand dynamics influencing price stability [32] Company Strategy and Development Direction and Industry Competition - Companies in the construction sector are advised to focus on stable cash flows and dividend potential, with recommendations for firms like China State Construction and China Railway Construction [40] - The automotive industry is witnessing a shift towards smart and globalized strategies, with leading companies like BYD and Changan expected to capitalize on these trends [20][30] Management's Comments on Operating Environment and Future Outlook - Management expresses concerns over external economic pressures and the need for effective policy measures to stimulate growth, particularly in the context of ongoing geopolitical tensions [7][9] - The outlook for the construction sector is cautiously optimistic, with expectations for improved performance in the second half of the year driven by government initiatives [39][40] Other Important Information - The central bank's monetary policy is expected to remain flexible and supportive, with potential adjustments to interest rates and liquidity measures to bolster economic recovery [15][17] - The agricultural sector is seeing positive developments due to supportive policies for biotechnology and seed industry consolidation, which may enhance growth prospects [34][35] Q&A Session Summary Question: What are the expectations for the automotive sector in the second half of 2024? - The automotive sector is expected to benefit from the effects of the vehicle replacement policy and increasing demand for smart vehicles, with leading companies positioned to capture market share [20][30] Question: How is the construction sector expected to perform in the coming months? - The construction sector is anticipated to see a boost from government spending and infrastructure projects, with a focus on accelerating the issuance of special bonds to support growth [39][40]