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赛龙转债盘中下跌2.02%报139.831元/张,成交额5689.00万元,转股溢价率10.03%
Jin Rong Jie· 2025-07-31 06:45
截至2025年5月,聚赛龙筹码集中度非常集中。股东人数1.013万户,人均流通股3041股,人均持股金额 13.8万元。 可转换债券简称可转债,是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券,兼具债 权和股权的特征。一般而言,持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换,则可以继续持有债券,直到偿还期满时收取本金和利息,或者在流通市场出售 变现。 资料显示,广州市聚赛龙工程塑料股份有限公司(以下简称"公司"或"聚赛龙")成立于1998年,是专业从事 新材料领域改性通用塑料、改性工程塑料、改性特种工程塑料等高分子材料的国家级高新技术企业、国 家级专精特新小巨人企业。2022年3月在深交所创业板上市,股票简称:聚赛龙,股票代码:301131。聚赛龙 总部位于广州从化,在华东、华南建有两大生产基地。公司拥有通用改性塑料、改性工程塑料、功能高 分子材料、塑料合金等产品系列,核心产品通过了美国UL认证、CQC认证。 根据最新一期财务数据,2025年1月-3月,聚赛龙实现营业收入3.603亿元,同比增加5.76%;归属净利 润1580.23万元,同比增加9.32%; ...
永利股份参股成立百问科技(深圳)有限公司,持股比例51%
Zheng Quan Zhi Xing· 2025-07-30 23:43
数据来源:天眼查APP 证券之星消息,根据天眼查APP数据整理,近日,百问科技(深圳)有限公司成立,法定代表人为周志 勇,注册资本500万元,经营范围包含:五金产品研发;机械设备研发;塑料制品制造;塑料制品销 售;模具制造;模具销售;金属制品销售;金属制品研发;五金产品零售;五金产品制造;机械设备销 售;宠物服务(不含动物诊疗);宠物食品及用品批发;宠物食品及用品零售;日用杂品制造;家用电器 研发;家用电器制造;家用电器销售;日用杂品销售;日用化学产品制造;日用化学产品销售;人工智 能应用软件开发;人工智能理论与算法软件开发;电子产品销售;计算机软硬件及辅助设备零售;计算 机软硬件及辅助设备批发;计算机系统服务;软件开发;信息系统集成服务;物联网设备制造;物联网 设备销售;物联网技术研发;金属结构制造;互联网销售(除销售需要许可的商品);货物进出口。(除依 法须经批准的项目外,凭营业执照依法自主开展经营活动)无。天眼查APP股权穿透显示,该公司由永 利股份、上海永百胜企业管理合伙企业(有限合伙)、史晶等共同持股。 ...
海象新材股价回调1.10% 成交额达1.18亿元
Jin Rong Jie· 2025-07-30 17:28
Group 1 - The stock price of Haixiang New Materials closed at 20.68 yuan on July 30, down 0.23 yuan from the previous trading day, with an intraday high of 21.15 yuan and a low of 20.20 yuan, resulting in a volatility of 4.54% [1] - The trading volume for the day was 57,419 hands, with a turnover rate of 7.35% [1] - The company specializes in the research, production, and sales of new materials such as PVC flooring, primarily used in the construction and decoration sector, and is classified within the plastic products industry [1] Group 2 - Haixiang New Materials is registered in Zhejiang Province and has a total market capitalization of 2.123 billion yuan [1] - During the early trading session on July 30, the company experienced a rapid decline, with a drop of over 2% within five minutes [1] - By the end of the trading day, the net outflow of main funds was 1.447 million yuan, accounting for 0.09% of the circulating market value [1]
天龙股份分析师会议-20250730
Dong Jian Yan Bao· 2025-07-30 15:34
Group 1: Report Basic Information - The report is about a research on Tianlong Co., Ltd. in the plastics products industry on July 30, 2025 [1][2][17] - The participating research institution is Hua'an Fund [2][20] Group 2: Company Overview - Tianlong Co., Ltd. is a leading one - stop integrated solution provider for precision molds, injection molding, and assembly. It focuses on precision mold development, high - complexity injection molding processes, and automated assembly technology, aiming for "electronically integrated, precise, and lightweight" development [22] - About 85% of its revenue comes from automotive parts business, and its products are mainly used in automotive parts and electrical appliances [22] - Since its establishment in 2000, the company has established a national strategic layout with production bases in major industrial clusters in China and a new one in Thailand [22] - It currently has 10 wholly - owned subsidiaries and 3 branches [22] Group 3: Business Progress Xiaomi Automobile Supply - The company has product projects in the door system, lighting system, thermal management, and domain control areas for Xiaomi Automobile and will actively seek more projects [22] Thailand Production Base - The infrastructure of the Thailand production base is mostly completed, with most equipment in place and production starting. It will strive for more overseas orders [23] Automotive Electronics Business - The company focuses on developing highly integrated electronic products in the new energy vehicle's three - electric and intelligent networking fields. The electronic water pump business in thermal management products is stable, and the customized IGBT functional carrier module (without chips) is in mass production for both domestic and overseas markets [23] - It has developed new products such as fisheye connectors and BDU components and won customer project approvals [24] Business with Nidec - Nidec is one of the company's key customers, and they have cooperation in the motor parts field [24] Fisheye Terminal Product - Fisheye terminals can achieve electromechanical interconnection without welding, with advantages such as low contact resistance. The company has developed multiple specifications since 2023 and is exploring new markets [24] PEEK Material Application - The company uses PEEK material in individual new automotive electronic parts projects, mainly in the automotive braking system [24] Group 4: Company Advantages and Future Plans Competitive Advantages - The company is a leading one - stop integrated solution provider in precision manufacturing, focusing on global leading customers, participating in early - stage product design, and providing cost - competitive, high - quality products and fast - response services [25] Future Plans - The company will focus on developing highly integrated electronic components in the new energy vehicle's three - electric fields [22] - It will pay attention to changes in the industry and customer - side business, seeking potential cooperation opportunities in emerging industries such as humanoid robots [25]
英科再生股价小幅下跌 塑料制品行业受关注
Jin Rong Jie· 2025-07-29 13:42
本文源自:金融界 作者:A股君 英科再生7月29日股价收于27.44元,较前一交易日下跌0.80%。当日成交额达0.57亿元,换手率为 1.11%。 该公司主营业务涉及塑料制品领域,是一家专注于塑料回收再利用的企业。英科再生通过回收利用废弃 塑料,生产再生塑料制品,在环保材料领域具有一定市场地位。 从资金流向来看,7月29日主力资金净流出531.48万元。当前公司总市值53.40亿元,市盈率为18.46倍。 风险提示:以上内容仅供参考,不构成投资建议。市场有风险,投资需谨慎。 ...
惠企措施再增加,青岛新增5个“简化环评”试点园区
Qi Lu Wan Bao Wang· 2025-07-29 12:32
齐鲁晚报· 齐鲁壹点 李自强 辐射安全许可事项全程网上办、档案电子化 引导塑料制品、石墨及碳素制品企业绿色高质量发展。研究制定塑料制品、石墨及碳素制品2个行业 《环保指南》,引导新建、扩建项目优化选址,完善污染防治措施,指导环保手续办理及合法合规运行 等,服务企业绿色高质量发展。 近日,青岛市生态环境局制定印发《青岛市生态环境局第四批优化营商环境惠企措施》(以下简称《第 四批惠企措施》)。《第四批惠企措施》包含2部分共19条内容,新增惠企措施13条,修改完善惠企措 施6条(由10条合并)。前三批的其余33条惠企措施继续执行。7月29日,青岛召开新闻发布会介绍《第 四批惠企措施》相关情况。 新增5个"简化环评"试点园区 在2个重点行业试点开展AI智慧环评服务 生态环境助力新兴产业发展培育。支持青岛市"10+1"创新型产业体系、"4+4+2"现代海洋产业体系建 设,加快发展新质生产力。对磁存储芯片等12类项目,提供从实验研究、中试到生产的全过程生态环境 指导服务。经行业主管部门确认属于新兴产业、不涉及一类污染物排放、编制报告表且选址位于产业园 区或者工业集聚区的,项目环评可实施告知承诺审批。 增加"告知承诺审批" ...
华信新材:产品可用于制作SIM卡等各种智能卡
Zheng Quan Ri Bao Wang· 2025-07-29 10:42
证券日报网讯华信新材(300717)7月29日在互动平台回答投资者提问时表示,公司产品可用于制作 SIM卡等各种智能卡。 ...
三星新材: 公司章程(2025年7月修订)
Zheng Quan Zhi Xing· 2025-07-28 16:14
General Provisions - Zhejiang Three Stars New Materials Co., Ltd. is established as a joint-stock company based on the original Deqing County Sanxing Plastic Chemical Co., Ltd. [1] - The company was approved by the China Securities Regulatory Commission for its initial public offering of 22 million shares on March 6, 2017, listed on the Shanghai Stock Exchange [1] - The registered capital of the company is RMB 180,357,032 [1] Business Objectives and Scope - The company's business objective is to enhance management levels and core competitiveness while providing quality services to customers, maximizing shareholder value, and promoting industry development [1] - The business scope includes the production and sale of PVC plastic particles and products, design and production of tempered glass, and power generation and supply [1] Shares - The company's shares are issued in the form of stocks, with all shares being ordinary shares with a par value of RMB 1.00 each [2][3] - The company has a total of 180,357,032 shares issued, with major shareholders including Yang Min, Yang Aiyong, and Dehua Venture Capital Co., Ltd. [2] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, attend meetings, supervise company operations, and access company documents [7] - Shareholders must comply with laws and the company's articles of association, and they cannot withdraw their capital except as legally permitted [11] Shareholder Meetings - The company holds annual and temporary shareholder meetings, with the annual meeting required to be held within six months after the end of the previous fiscal year [49] - Shareholder meetings can be convened by the board of directors or at the request of shareholders holding more than 10% of the shares [52][54] Voting and Resolutions - Ordinary resolutions require approval from more than half of the voting rights present, while special resolutions require two-thirds approval [80][82] - The company must disclose voting results, especially for matters affecting minority investors [83]
每年减少传统塑料袋约200亿只
Xiao Fei Ri Bao Wang· 2025-07-23 02:29
Core Insights - The implementation of the national standard for biodegradable plastic shopping bags has led to a significant reduction in traditional plastic bag usage, with approximately 20 billion bags eliminated annually, addressing the issue of "white pollution" from improper disposal of traditional plastic bags [1] Group 1: Environmental Impact - Over five years, the cumulative reduction in carbon dioxide emissions reached 840,000 tons, supported by the use of biodegradable materials derived from biomass or biodegradable synthetic polymers [2] - The use of biodegradable plastic bags, such as those made from polylactic acid (PLA), can reduce overall carbon emissions by 70% compared to traditional polyethylene (PE) bags [2] - The reduction in traditional plastic bag usage is equivalent to saving 1.2 million tons of oil resources [2] Group 2: Market Development - The national standard has spurred innovation in biodegradable materials, with the cost of raw materials like PLA and polyhydroxyalkanoates (PHA) decreasing by over 30% compared to traditional biodegradable plastics [3] - The production capacity of biodegradable plastic shopping bags in China is expected to grow at an annual rate of over 20% from 2020 to 2024, with total market output projected to reach nearly 500,000 tons and total market value exceeding 10 billion yuan by 2024 [3] - By 2030, the production of biodegradable plastic bags in China could reach 2 million tons, with market capacity surpassing 60 billion yuan [3] Group 3: Consumer Behavior - The usage of biodegradable plastic bags varies significantly across different retail environments, with larger supermarkets and convenience stores implementing better practices compared to some markets and small vendors that still use traditional plastic bags [4][5] - Consumer awareness and willingness to pay for biodegradable bags have increased, with over 50% of consumers now recognizing "degradable bags" [2] Group 4: Identification and Standards - Consumers can identify biodegradable plastic bags by looking for the "double J" mark, which indicates compliance with the standards set forth in the guidelines for biodegradable plastic products [6] - The "double J" mark includes information on material, degradation conditions, and product standards, promoting environmentally friendly practices [6] Group 5: Industry Outlook - The production of biodegradable plastics is on the rise, with various types being developed for applications in agriculture, packaging, catering, and daily use products [7] - The industry aims to continue focusing on recyclable, easily recoverable, and biodegradable solutions through technological innovation and coordinated efforts across the supply chain [7]
曹中铭:连续10个20CM个股暴涨应有“度”
Xin Lang Cai Jing· 2025-07-22 11:21
Core Viewpoint - The stock of Shangwei New Materials has experienced a significant surge, achieving its 10th consecutive 20% limit-up, marking a record in the A-share market for continuous limit-ups since the introduction of differentiated trading limits [1][3]. Company Overview - Shangwei New Materials operates in the plastic products industry, focusing on environmentally friendly, high-performance corrosion-resistant materials and new composite materials, which led to its listing on the Sci-Tech Innovation Board [1][2]. - Prior to the recent surge, the stock had been underperforming, with its average price in 2024 significantly lower than its initial listing price, indicating a lack of market interest [1]. Recent Developments - A pivotal announcement on July 8 indicated a change in the controlling shareholder, SWANCOR IND. CO., LTD., which signed share transfer agreements that could lead to a transformation of the company, potentially entering the smart robotics sector [2]. - Following this announcement, the stock price skyrocketed from 7.78 yuan on July 1 to 48.19 yuan by July 22, representing an increase of over 500% [2]. Market Context - The stock's performance is notable in the context of the A-share market's new trading limits, where the ability to achieve multiple consecutive 20% limit-ups is rare compared to the previous 10% limit regime [3]. - Prior to Shangwei New Materials, only a few companies had achieved consecutive 20% limit-ups, highlighting the uniqueness of this event [3]. Valuation Concerns - Despite the stock's dramatic rise, the company's current performance and industry price-to-earnings ratios do not support its elevated stock price, raising concerns about speculative trading [4]. - The company has issued warnings about its significantly high price-to-earnings ratio compared to the industry average, suggesting potential risks associated with the current market speculation [4]. Industry Implications - The surge in Shangwei New Materials' stock price reflects broader market trends of speculative trading in various sectors, with past examples indicating that such rapid increases can lead to significant downturns [4]. - The potential shift to the smart robotics industry, while promising, raises questions about whether future earnings can justify the current stock price, emphasizing the importance of actual performance over speculative expectations [4].