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【私募调研记录】复胜资产调研新强联
Zheng Quan Zhi Xing· 2025-05-28 00:13
Group 1 - The core viewpoint of the news is that Ru Sheng Asset has conducted research on a listed company, Xin Qiang Lian, focusing on its production capabilities and market strategies [1] - Xin Qiang Lian has achieved self-supply in the rolling body and forging fields, with its precision bearing projects primarily concentrated in the wind power sector and gearbox bearings currently in small batch shipments [1] - The company is expanding its production capacity through equipment debugging, process optimization, and talent development, while also developing overseas markets [1] Group 2 - Xin Qiang Lian possesses various heat treatment processes and corresponding equipment, allowing for flexible selection of the most suitable heat treatment methods [1] - The company has sufficient order backlogs and is striving to improve production efficiency by optimizing processes to enhance capacity utilization [1] - Continuous investment in research and development is a priority for the company [1]
今年前4个月苏州市经济运行总体平稳 规上工业增加值同比增8.4%
Su Zhou Ri Bao· 2025-05-28 00:08
前4个月,全市规模以上工业增加值同比增长8.4%;规模以上工业总产值达15038亿元,同比增长 5.4%。前十大重点行业中,有九个行业产值实现正增长,其中计算机、通信和其他电子设备制造业产 值同比增长7.5%,电气机械和器材制造业产值增长7.4%。 全市完成固定资产投资2083.2亿元,同比增长2.4%。工业投资722.1亿元,同比增长18.1%,其中电 子信息业、电气机械和器材制造业、通用设备制造业投资分别增长24.6%、29.6%、30.0%。 全市社会消费品零售总额同比增长3.7%,"以旧换新"政策持续发力,全市限额以上单位家用电器和 音像器材类商品零售额同比增长24.4%,限额以上批发零售业通过公共网络实现零售额同比增长 13.8%。 昨天(5月27日),苏州市统计局公布1至4月全市经济运行情况,工业生产稳定,贸易继续回升, 进出口彰显韧性,经济运行总体平稳。 今年以来,全市积极应对外部风险挑战,着力稳就业、稳企业、稳市场、稳预期,加快推进各项政 策举措落实落细。 全市实现进出口总额8521亿元,同比增长6.8%。出口5403.2亿元,同比增长10.3%;进口3117.9亿 元,同比增长1.3%。市区 ...
润阳科技拟不超3亿增资傅利叶 股价年内涨128.7%总资产13.2亿
Chang Jiang Shang Bao· 2025-05-27 23:31
此次投资旨在拓展公司业务领域。通过投资傅利叶,公司能够增强发泡材料的应用场景,推动新材料研 发以更好地满足新兴产业的需求。 据了解,润阳科技成立于2012年,2020年在深圳证券交易所上市,公司专注于环保发泡材料的研发、生 产与销售。 长江商报记者注意到,近年来,润阳科技的资产规模增长迅速。截至2025年一季度末,公司资产总额达 13.16亿元。同时,2025年以来,润阳科技股价强势上行。数据显示,截至2025年5月27日,公司股价年 内涨128.72%。 塑料厂商润阳科技(300920)(300920.SZ)正加快丰富公司产业布局。 5月26日,润阳科技公告,公司拟与上海傅利叶智能科技有限公司(下称"傅利叶")签订《投资意向协 议》,通过认缴标的公司新增注册资本额的方式进行投资。傅利叶投前整体估值为80亿元,润阳科技拟 以现金方式合计投资不超过3亿元。 对此,润阳科技表示,此次通过对傅利叶的投资,有利于拓展公司发泡材料的应用场景,使公司更紧密 地根据新兴产业的需求进行新材料研发,提升产品技术含量,有助于提升公司综合竞争力及优化公司业 务布局,符合公司战略发展规划,对公司的持续发展将产生积极影响。 五年研发费 ...
东莞市华立实业股份有限公司关于控股子公司提供担保的公告
Shang Hai Zheng Quan Bao· 2025-05-27 18:37
证券代码:603038 证券简称:华立股份 公告编号:2025-033 东莞市华立实业股份有限公司 关于控股子公司提供担保的公告 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、准确性和完整性承担个别及连带责任。 重要内容提示: ● 本次被担保人名称:江苏诺莱智慧水务装备有限公司(以下简称"江苏诺莱") ● 本次担保金额及已实际为其提供的担保余额:东莞市华立实业股份有限公司(以下简称"公司")控股 子公司苏州尚源智能科技有限公司(以下简称"尚源智能")为其控股子公司江苏诺莱申请银行授信提供 最高额人民币1,000万元的连带责任担保。截至本公告披露日,公司及下属子公司已为江苏诺莱提供的 担保余额为1,000万元(含本次新增)。 近日,尚源智能与中国工商银行股份有限公司南通经济技术开发区支行(以下简称"工商银行")签署了 最高额保证合同。尚源智能的控股子公司江苏诺莱向工商银行申请融资 (包括但不限于流动资金贷款、 银行承兑汇票、贸易融资、非融资性保函等),总额不超过1,000万元,期限为2025年5月27日至2026年5月 27日。尚源智能以连带责任保证方式为 ...
印度声称成为第四大经济体,上海一法拍房2.7亿成交 | 财经日日评
吴晓波频道· 2025-05-27 17:46
点击上图 ▲立即加入 4月规上工业企业利润同比增加3% 5月27日,国家统计局公布数据显示,1—4月份,规模以上工业企业利润增长1.4%,较1—3月份加快0.6%。从行业看,在41个工业大类行业 中,有23个行业利润同比增长,增长面近六成。4月份,全国规模以上工业企业利润同比增长3%,较3月份加快0.4%。 1—4 月 份 , 主 要 行 业 利 润 情 况 如 下 , 计 算 机 、 通 信 和 其 他 电 子 设 备 制 造 业 增 长 11.6% , 专 用 设 备 制 造 业 增 长 13.2% , 通 用 设 备 制 造 业 增 长 11.7%,农副食品加工业利润同比增长45.6%,有色金属冶炼和压延加工业增长24.5%。汽车制造业下降5.1%,石油和天然气开采业下降6.9%, 煤炭开采和洗选业下降48.9%。(国家统计局官网) |点评| 4月内需小幅回升,外需具有一定韧性,规上工业企业盈利状况略有修复。4月国际油价下行,在外贸不确定性下,国内企业偏向于去 库存而非补库,原材料需求减弱价格走低。上游企业利润表现承压,但中下游企业成本端回落,利润率提升。设备以旧换新政策持续推进,中 游装备制造业出货量 ...
景津装备: 景津装备股份有限公司章程
Zheng Quan Zhi Xing· 2025-05-27 09:14
General Provisions - The company aims to protect the legal rights of the company, shareholders, and creditors, and to regulate its organization and behavior according to relevant laws [1][2] - The company was established as a joint-stock limited company through the overall change of Shandong Jingjin Environmental Protection Equipment Co., Ltd. and is registered in Dezhou, Shandong Province [1][2] - The company was approved by the China Securities Regulatory Commission for its initial public offering of 40.5 million shares on June 28, 2019, and was listed on the Shanghai Stock Exchange on July 29, 2019 [1][3] - The registered capital of the company is RMB 576.373 million [1][3] Business Objectives and Scope - The company's business objective is to implement national policies, comply with laws and regulations, and enhance technological innovation to achieve optimal economic benefits while protecting shareholders' rights [3][4] - The company is engaged in various licensed projects including special equipment design, manufacturing, installation, and repair, as well as general equipment manufacturing and sales [3][4] Shares - The company's shares are issued in the form of stocks, with each share having a par value of RMB 1 [5][6] - The total number of shares issued by the company is 576.373 million, and the share structure consists of common shares [5][6] - The company cannot provide financial assistance for the purchase of its shares, except for employee stock ownership plans [5][6] Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends, participate in shareholder meetings, supervise the company's operations, and transfer their shares according to legal regulations [11][12] - Shareholders holding more than 5% of the company's shares must report any pledge of their shares to the company [17][18] - The company must disclose accurate information about its shareholders and actual controllers [11][12] Shareholder Meetings - The company holds annual and temporary shareholder meetings, with the annual meeting occurring within six months after the end of the previous fiscal year [42][43] - Shareholders holding more than 10% of the shares can request a temporary meeting [49][50] - The company must provide sufficient notice and details about the meeting, including the agenda and voting procedures [56][57]
长盛轴承: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-27 09:09
Core Viewpoint - The company Zhejiang Changsheng Sliding Bearing Co., Ltd. has announced its 2024 annual profit distribution plan, which includes a cash dividend of RMB 2.35 per 10 shares for all shareholders, totaling RMB 69,828,471.05 (including tax) [1][2][4]. Summary by Sections 1. Dividend Distribution Plan - The company will distribute a cash dividend of RMB 2.35 per 10 shares based on a total share capital of 298,779,030 shares, excluding 1,636,600 shares repurchased, resulting in a base of 297,142,430 shares [2][4]. - The total cash dividend amount is RMB 69,828,471.05 (including tax) [1][4]. 2. Tax Implications - For QFII, RQFII, and individual investors holding pre-IPO restricted shares, the cash dividend after tax will be RMB 2.115 per 10 shares [2]. - Different tax rates apply for various categories of shareholders, with specific calculations based on holding periods [2]. 3. Key Dates - The record date for the dividend distribution is June 3, 2025, and the ex-dividend date is June 4, 2025 [2]. 4. Dividend Distribution Method - The company will be responsible for any legal liabilities arising from insufficient cash dividends due to a decrease in shareholders' securities accounts during the distribution application period [3]. 5. Adjustments to Parameters - The company will adjust the grant price of restricted stock options in accordance with relevant regulations if there are changes in capital structure or dividend distributions [4].
汇川技术联合创始人出手,6.7亿入主德迈士
Huan Qiu Lao Hu Cai Jing· 2025-05-27 07:43
Core Viewpoint - Demais has resumed trading with a significant increase of 20%, achieving a market capitalization exceeding 4.1 billion yuan following the announcement of a share transfer deal worth 669 million yuan [1][2]. Group 1: Share Transfer and Control Change - The shareholders of Demais' controlling shareholder, Dalian Demais Investment, plan to transfer 100% of their shares to Suzhou Huixin Chuangzhi Investment Co., Ltd. for 669 million yuan [1]. - After the transaction, the direct controlling shareholder of Demais will remain unchanged, but Huixin Chuangzhi will become the indirect controlling shareholder, with the actual controller changing from He Jianping to Pan Yi [2]. - Huixin Chuangzhi was established in April 2023, and its major shareholder, Pan Yi, is a co-founder of Huichuan Technology, indicating a strong background in the industry [2]. Group 2: Business Overview and Performance - Demais specializes in precision shafts and precision cutting parts, with products used in automotive wiper systems and new energy drive spindles [2]. - The company has full-process processing capabilities for lead screws, supplying products to Tesla's Optimus supply chain and samples to Schaeffler [3]. - Despite its capabilities, Demais has shown weak performance, with projected revenue of 690 million yuan in 2024, a year-on-year increase of 6.77%, and a net profit of approximately 53.98 million yuan, a 1.18% increase [3]. - In Q1 2025, Demais reported revenue of 151 million yuan, a year-on-year decline of 10.6%, and a net profit of 10.87 million yuan, down 16.37% year-on-year [3].
1-4月,济南规模以上工业实现增加值同比增长9.0%
Qi Lu Wan Bao Wang· 2025-05-27 06:54
Economic Overview - Jinan's economy shows a stable and improving trend in the first four months of the year, supported by precise policies and macroeconomic coordination [1] Industrial Production - The city's industrial output increased by 9.0% year-on-year, with significant growth in the computer, communication, and electronic equipment manufacturing sector at 103.0%, and automotive manufacturing at 39.5% [1] - Equipment manufacturing grew by 27.2%, outperforming the overall industrial growth by 18.2 percentage points [1] - High-tech manufacturing also performed well, with a 26.1% increase in output, contributing 4.9 percentage points to the overall industrial growth [1] Fixed Asset Investment - Fixed asset investment rose by 1.4% year-on-year, with the primary industry seeing a substantial increase of 210.6% and the secondary industry growing by 14.7% [2] - Industrial investment grew by 13.8%, contributing 2.3 percentage points to the overall investment growth [2] - High-tech industry investment increased by 13.8%, while real estate development investment declined by 2.0% [2] Service Sector Performance - The service sector's revenue reached 1111.8 billion yuan, growing by 6.3% year-on-year, with nine out of ten major industries reporting revenue growth [3] - The transportation, storage, and postal services sector generated 469.5 billion yuan, accounting for 42.2% of the service sector's total revenue, and grew by 6.4% [3] - The rental and business services sector also performed well, with a revenue increase of 14.2% [3] Retail Sales and Consumer Behavior - Retail sales in Jinan reached 654.2 billion yuan, a 3.0% increase year-on-year, with urban retail sales growing by 3.2% [4] - The sales of communication equipment surged by 71.2% due to the "trade-in" policy, while new energy vehicle sales increased by 21.9% [4] - Online retail sales grew significantly by 32.7%, reaching 172.4 billion yuan [4] Fiscal and Financial Overview - Public budget revenue was 452.5 billion yuan, a 1.5% increase, while tax revenue decreased by 1.3% [4] - Financial institutions reported a 4.9% increase in deposits and a 10.6% increase in loans by the end of April [4] Foreign Trade - Jinan's total import and export value reached 793.4 billion yuan, a 22.4% increase, with exports growing by 10.4% and imports by 49.6% [5] - General trade accounted for 92.3% of the total trade volume, growing by 23.3% [5] Price Trends - Consumer prices rose by 0.5% cumulatively, with a 0.6% increase in April, showing a mixed trend across eight categories of goods and services [5]
绿的谐波连续三年净利下滑 实控人首抛减持计划或套现7亿元
Chang Jiang Shang Bao· 2025-05-27 06:46
Core Viewpoint - The actual controllers of Greentech Harmonic (688017.SH) have announced a share reduction plan for the first time since the company's IPO in August 2020, indicating potential shifts in shareholder confidence and market dynamics [1][2]. Shareholder Actions - The controlling shareholders, Zuo Jing and Zuo Yuyu, plan to reduce their holdings by up to 2.74 million shares, representing a maximum of 3% of the total shares [1]. - The reduction will occur through a combination of centralized bidding (up to 1%) and block trading (up to 2%) [1]. - Currently, the two brothers hold a combined total of 68.91 million shares, accounting for 37.6% of the company's total equity [1]. Financial Performance - In 2024, Greentech Harmonic reported revenue of 387 million yuan, an increase of 8.77% year-on-year, while net profit decreased by 33.26% to 56.17 million yuan, marking three consecutive years of declining profits [2]. - The decline in net profit is attributed to reduced cash management income, lower fiscal subsidies, and increased expenses related to new product development and overseas market expansion [2]. - The company's core product, harmonic reducers, generated revenue of 325 million yuan in 2024, reflecting a year-on-year growth of 2.56% [3]. Profitability Trends - The overall gross margin for Greentech Harmonic has been declining, with rates of 48.69%, 41.14%, and 37.54% from 2022 to 2024, respectively [4]. - In the first quarter of 2025, the company achieved revenue of 98.03 million yuan, a year-on-year increase of 19.65%, with net profit slightly increasing by 0.66% to 20.25 million yuan [4].