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日振幅18%几近天地板 新筑股份重大资产重组为何引发市场分歧?或与这些因素有关
Mei Ri Jing Ji Xin Wen· 2025-06-11 14:57
新筑股份此前披露,本次交易大体内容为:为尽快解决同业竞争问题,新筑股份拟通过发行股份及支付现 金方式购买四川蜀道清洁能源集团有限公司(以下简称蜀道清洁能源)60%股权,同时新筑股份拟出售四 川发展磁浮科技有限公司(以下简称川发磁浮)100%股权及对其享有的债权,出售成都市新筑交通科技有 限公司(以下简称新筑交科)100%股权及对其享有的债权。 (详细情况可查看《新筑股份拟置入蜀道集团新能源资产还涉及这家市值800亿元的上市公司》) 通常而言,重大资产重组对上市公司来说是重大利好,引出数个"一字板"也不在话下。然而,新筑股份 (SZ002480)披露重大资产重组并复牌后的第二天,公司股价就迎来巨震,全天换手率达到了12.5%。 6月11日,新筑股份盘后龙虎榜数据显示,卖出额前五名合计卖出8777.8万元,其中有两家机构席位,分别 卖出1583.37万元、1265.83万元。 通过本次交易,新筑股份将剥离长期亏损、传统业务资产,注入资源优势明显的优质资产,如此好事,为 何资金仍然出现意见分歧? 业内人士表示,清洁能源行业竞争激烈。新筑股份重组后,清洁能源业务的盈利可持续性仍需验证。另 外,新筑股份11日的涨停打开 ...
国际商界人士:中国市场具有多重投资吸引力
Zhong Guo Xin Wen Wang· 2025-06-11 14:49
中新社北京6月11日电 (吕少威迟瀚宇)2025北京CBD论坛年会11日在北京开幕,多位前来参会的国际商 界人士在接受中新社记者采访时表示,中国市场具有多重投资吸引力,"开放""活力""创新""增长"等是 其魅力所在。 据他观察,中国在电动汽车、清洁能源、人工智能等诸多领域都拥有先进技术,并且正以惊人的速度向 前发展。"因此,如果你是一个全球化的国家,或者是一个跨国企业,那么就必须真正地参与中国市 场。" 赛德思集团董事长王雷用"全球化""创新"和"勤奋"来概括他对中国及中国民众的印象。他认为,中国有 很多东西是其它国家难以模仿的,其中之一就是中国人的勤奋精神,其次是中国制造业基础设施建设, 同时政府的支持政策也非常重要。"得益于政府支持政策,更多国际企业来到中国像中国本土企业一样 开展业务。中国的营商环境正加速开放,创新和政策支持等因素助力企业在全球开展业务。"他说。 安永法国合伙人马克·勒米特说:"对于我们众多客户来说,中国是投资首选地之一。对于众多跨国企业 而言,中国也是全球最具创新和增长活力的地区之一。" 他认为,未来十年,全球贸易将更加开放,尤其是欧洲与中国之间,希望欧洲与中国的企业能进行更多 的相 ...
冀北清洁能源基地新能源装机突破8000万千瓦
news flash· 2025-06-11 07:33
记者今天(11日)从国家电网获悉,作为我国"十四五"规划的九大清洁能源基地之一,冀北清洁能源基地 新能源总装机突破8000万千瓦,占全部装机比重超过75%,占比居全国首位。(央视新闻) ...
陪伴影石创新从校园到科创板,IDG资本持续以「长期主义」赋能年轻创业者
IPO早知道· 2025-06-11 03:59
IDG资本是影石创新最早的天使投资人、且为影石创新IPO前最大机构股东。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息,影石创新科技股份有限公司(以下简称"影石创新")于2025年6月11日正式 以"688775"为股票代码在科创板挂牌上市。 这家 由 "90后"刘靖康在10年前创立的科技公司, 现 已成长为全球最受欢迎的智能影像品牌之 一,在全景相机领域已连续六年霸榜全球第一,市占率达到 67.2%。 成立至今,影石创新已获得 IDG资本、启明创投、迅雷、朗玛峰创投等知名机构的投资,并在本次 IPO发行中引入了淡马锡、腾讯、立讯精密、韦尔股份、紫荆集团五家战略投资者。 其中, IDG资本 是 影石创新最早的天使投资人、 且为 影石创新 IPO前 最大机构股东,已陪伴公 司走过 超 1 0 年,甚至早于影石创新的成立时间 。 今天, 影石创新的成功上市,再次印证了 IDG资本当年的眼光,更将投资机构长期主义的价值全面 展现。 大力支持年轻创业者 1 0 年前, IDG资本最先向刘靖康递出了关键的第一笔投资。彼时,刘靖康还只是一名正在南京大 学就 ...
产业援藏兴边富民
Jing Ji Ri Bao· 2025-06-10 22:12
Group 1 - The core viewpoint emphasizes that industrial assistance in Tibet is a crucial driver for high-quality economic development, transitioning from "blood transfusion" support to "blood-making" development, and from single project support to full industrial chain cultivation [1][3] - Industrial assistance focuses on precise efforts, leveraging Tibet's unique clean energy resources, such as solar and wind energy, to establish a complete industrial chain that transforms resource advantages into market advantages [1][2] - The establishment of the Changdu Zero Carbon Industrial Park exemplifies a new model of "industrial value-added benefiting ecology," maximizing resource value and becoming a key driver for Tibet's green transformation [1] Group 2 - The key strategy of industrial assistance lies in deeply exploring "characteristics," with the development of highland light industry showcasing the effective utilization of unique resources like yak milk, barley, and Tibetan medicine [2] - The integration of industries releases multiplier effects, enhancing industrial vitality through collaborative development across agriculture, industry, and services, creating a virtuous cycle that boosts overall competitiveness [2] - Industrial assistance contributes positively to the establishment of a modern economic system and a new industrial system in Tibet, becoming an important engine for stable development and the enhancement of local livelihoods [3]
改善条件,提升消费意愿(新视窗·感受消费新动能新活力)
Ren Min Ri Bao· 2025-06-10 22:05
前不久,中办、国办印发《提振消费专项行动方案》,围绕提升消费能力、创造有效需求、增强消费意 愿等,部署一系列重要举措,推动实现投资效益提高和消费扩容升级的良性互促。4月25日召开的中共 中央政治局会议强调,"要提高中低收入群体收入,大力发展服务消费,增强消费对经济增长的拉动作 用。" 在政策推动和市场引导下,各地区各部门和相关企业通过创新实践形成合力,加速释放消费潜力。如何 进一步改善条件提升消费能力,创新场景培育消费热点,综合施策激发消费动能?近日,记者在各地探 访消费市场,走访不同居民家庭,感受消费新动能新活力。 ——编者 "3,2,1,上链接。"近日,在江西宜黄县圳口乡电商直播基地里,洪德进的红薯粉丝销售火爆。看着 后台跳动的订单数,这名80后主播难掩兴奋:"去年这会儿,粉丝还堆在老乡家里发愁呢!" 作为土生土长的圳口乡人,洪德进曾目睹家乡的优质农产品因销路不畅而滞销。改变始于宜黄县实施 的"城乡居民增收促进行动"——政府不仅在乡里建起直播基地,还组织"乡村干部+青年志愿者"参加电 商培训。"第一堂课教选品构图,第二周学习实操直播。"洪德进回忆,首批培训的20名学员中,已有5 人成为"带货能手",他自己 ...
头部引领!蜀道装备华证ESG评级刷新“绿A” 可持续发展内生动力持续增强
Quan Jing Wang· 2025-06-10 17:02
Core Viewpoint - Shudao Equipment (300540) has achieved a score of 86.5, placing it firmly in the "Green A" category of the latest ESG ratings by Huazheng Index Company, indicating strong performance in sustainable development practices [1][9]. Group 1: ESG Rating and Significance - The Huazheng ESG rating is recognized for its authority in the capital market and serves as an important benchmark for investors, particularly institutional ones, to assess a company's sustainable development capabilities [2]. - Companies in the green zone of the rating system exhibit strong ESG leadership characteristics within their industries [2]. Group 2: Company Initiatives and Achievements - In 2024, Shudao Equipment has committed to its core value of "pursuing excellence and contributing value," enhancing its ESG practices significantly [7]. - The company focuses on environmental protection by promoting clean energy development, exemplified by its production of gas station equipment and new energy charging stations, which support the green transition in the transportation sector [7]. - In terms of social responsibility, Shudao Equipment collaborates with stakeholders, such as signing hydrogen industry cooperation agreements with Toyota, showcasing its governance philosophy of open cooperation and innovation [7]. - The company emphasizes governance by improving information disclosure, ensuring timely and accurate communication of financial, operational, and ESG practices to enhance market transparency and trust [7]. Group 3: Industry Position and Recognition - Shudao Equipment has significantly improved its ESG rating to A, standing out among 561 peers in the industry, reflecting the effectiveness of its ESG efforts and increasing market recognition [9].
两面针: 中喜会计师事务所(特殊普通合伙)对两面针2024年年报问询函的回复
Zheng Quan Zhi Xing· 2025-06-10 08:25
Core Viewpoint - The company, Liuzhou Two-Sided Needle Co., Ltd., is under scrutiny regarding its financial disclosures, particularly concerning its cash management, interest income, and borrowing practices, as highlighted in the inquiry from the Shanghai Stock Exchange [1][4][21]. Financial Disclosure and Cash Management - The company is required to disclose details about its cash holdings, including the institutions where funds are stored, amounts, account types, and interest rates [1][2]. - The total cash holdings amount to approximately 1.27 billion yuan, with interest income reported at 40.72 million yuan, reflecting an average annual interest rate of 3.26% [2][3]. - The company has a significant amount of cash but has also taken on new short-term borrowings, which raises questions about the rationale behind this borrowing given the cash reserves [3][4]. Borrowing Practices - The company has taken out loans totaling 65 million yuan from various banks, with interest rates ranging from 2.60% to 4.15% [3][4]. - The rationale for new borrowings includes taking advantage of government subsidies and maintaining good relationships with financial institutions for future financing needs [3][4]. Industry Context and Competitive Position - The company operates primarily in the daily chemical products sector, focusing on oral care products and hotel supplies, with a significant portion of revenue derived from these segments [6][8]. - The overall industry is experiencing growth, driven by increasing consumer awareness of oral health and rising disposable incomes, although the company faces challenges such as rising operational costs and intense competition [8][9]. - The company's main products include household toothpaste and hotel toiletries, with the household segment contributing significantly to revenue [8][16]. Financial Performance and Profitability - The company's revenue for 2024 is reported at 1.05 billion yuan, with a gross margin of 16.69%, which is lower than competitors in the industry [6][8][17]. - The company has been struggling with profitability, primarily due to high sales and management expenses, which have increased significantly compared to revenue growth [6][14]. - The company plans to improve its profitability through various strategies, including enhancing product quality, optimizing product structure, and expanding market reach [18][19]. Advertising and Marketing Expenses - The company's advertising expenses for 2024 are reported at 113 million yuan, accounting for 10.73% of total revenue, which is lower than some competitors [14][20]. - The company has detailed its advertising expenditures, ensuring that there are no funds flowing to related parties, which is a point of scrutiny in the inquiry [20][21].
两面针: 两面针关于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· 2025-06-10 08:14
Core Viewpoint - The company received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, prompting a detailed response about its financial disclosures and operational performance [1][4]. Financial Performance - The company reported a total revenue of 1.053 billion yuan for 2024, with the daily chemical products segment contributing approximately 929 million yuan, accounting for about 88.22% of total revenue [6][14]. - The gross profit margin for the main daily chemical products was 13.84%, which remained relatively stable year-on-year [4][14]. - The company has faced continuous net profit losses or minimal profits since 2004, indicating ongoing challenges in achieving sustainable profitability [4][6]. Cash and Borrowing Situation - The company held a significant cash balance of 1.142 billion yuan, with short-term borrowings increasing by 55.17% year-on-year to 90 million yuan [1][2]. - The average interest income from cash holdings was reported at 40.72 million yuan, with an average annual interest rate of 3.26% [3][4]. - The company justified its decision to increase short-term borrowings despite having substantial cash reserves, citing favorable borrowing rates and the need to maintain good relationships with financial institutions for future financing needs [3][4]. Industry Context - The daily chemical industry is experiencing steady growth, driven by increasing consumer awareness of oral health and rising disposable incomes, which are expected to enhance spending in this sector [6][8]. - The hotel supplies segment, operated by the subsidiary, is benefiting from the booming tourism industry, although it faces challenges such as rising costs and intense market competition [8][14]. - The company’s main products include household toothpaste and hotel consumables, with the household toothpaste segment being the largest contributor to revenue [6][14]. Competitive Landscape - The company’s gross profit margin is lower than that of competitors like Dongkang Oral Care, which has a higher market share and profitability in the oral care segment [15][16]. - The company plans to enhance its market position by focusing on product innovation, brand building, and expanding its sales channels both online and offline [16][17]. - The competitive environment in the daily chemical industry is intensifying, with new entrants and evolving consumer preferences posing additional challenges [17].
停牌10天后发重组预案 002480复牌一字涨停!
Zheng Quan Ri Bao Wang· 2025-06-10 03:47
本报记者 蒙婷婷 6月10日,经历停牌10天后,成都市新筑路桥机械股份有限公司(以下简称"新筑股份",股票代码:002480)复牌即"一字 涨停",股价为7.19元/股,涨幅为9.94%。 新筑股份董事会秘书张杨向《证券日报》记者表示:"通过此次交易,公司将战略性退出磁浮与桥梁功能部件业务,蜀道 清洁能源将成为公司控股子公司,公司未来将聚焦于清洁能源发电业务。同时,通过此次交易盘活公司资产、降低负债率,从 根本上改善公司的经营状况,增强公司的持续经营能力和发展潜力。" 蜀道集团官网显示,蜀道清洁能源系蜀道集团构建"交通+能源"产业生态的战略实施主体,主营水电、风电、光伏等清洁 能源项目的投资、建设与运营,同步大力发展储能(新型储能、抽水蓄能)等业务。截至目前,蜀道清洁能源集团权益装机 1150万千瓦,控股装机857万千瓦,业务覆盖四川省内和西北地区。公司依托四川省内水风光一体化清洁能源基地开发和"交通 +"产业优势,储备水风光资源约3000万千瓦。 预案还显示,新筑股份拟向不超过35名符合条件的特定投资者发行股份募集配套资金,募集配套资金总额不超过本次拟以 发行股份方式购买资产的交易价格的100%,且发行股份 ...