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浙江野马电池股份有限公司
除上述内容外,《公司章程》其他内容不变,其中不影响条款含义的标点调整、语句调整等非实质性条 款修订不再逐条列示。《公司章程》修订后,导致条款序号发生变动的,依次顺延。具体内容详见公司 同时,提请股东会同意授权公司管理层及工作人员办理相应的工商变更登记、章程备案等相关事项,授 权的有效期限自股东会审议通过后起至本次涉及的工商登记、备案等事项办理完毕之日止,上述变更最 终以市场监督管理部门核准的内容为准。 在公司2025年第一次临时股东会审议通过该事项之前,公司第三届监事会将严格按照有关法律法规和 《公司章程》的规定,继续履行职能,维护公司和全体股东利益。 公司监事会全体监事在职期间勤勉尽责,积极推动公司规范运作和健康发展,公司对全体监事在任职期 间为公司发展所做的贡献表示衷心感谢。 特此公告。 浙江野马电池股份有限公司董事会 2025年8月27日 证券代码:605378 证券简称:野马电池 公告编号:2025-027 浙江野马电池股份有限公司 关于"提质增效重回报"行动方案的 进展公告 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法律责 ...
双登股份转道港股首日涨31% AI红利下押注数据中心赛道
Bei Ke Cai Jing· 2025-08-26 16:47
双登股份表示,其在通信基站储能电池领域的客户包括中国移动、中国联通、中国电信、中国铁塔、爱 立信、沃达丰及挪威电信等,数据中心储能电池领域的客户包括阿里巴巴、京东、百度、秦淮数据、万 国数据等。截至2024年末,公司服务了全球十大通信运营商及设备商中的五家,全球百大通信运营商及 设备商以及中国五大通信运营商及设备商中的30%。 欲海外扩产,押注数据中心领域 8月26日,弃A转H的双登股份登陆港股首日大涨31.29%,收于19.05港元/股,总市值79.4亿港元。 2011年成立于江苏泰州的双登股份,主营大数据及通信领域能源存储业务,也即用于数据中心与通信基 站的储能电池。公司曾计划在深交所创业板上市,拟募资15.75亿元,2023年6月IPO申请获得受理,但 经历一次问询后,最终选择在2024年4月撤回了申请。A股折戟后,双登股份转战港股,于2024年8月递 交招股书。 大客户加持,客户包括三大运营商及阿里、京东等 2022年至2024年,双登股份分别实现收入40.72亿元、42.60亿元、44.99亿元。公司的盈利出现波动,过 去三年净利润分别为2.81亿元、3.85亿元、3.53亿元,毛利率分别为16.9 ...
*ST威尔详解收购紫江新材 多维度回复深交所问询函
Core Viewpoint - The acquisition of Shanghai Zijiang New Materials Technology Co., Ltd. by *ST Weitai aims to establish a dual main business layout in the automotive sector, enhancing the company's competitive edge and profitability through synergies in the aluminum-plastic film market [1][3]. Company Summary - *ST Weitai is acquiring a 51% stake in Zijiang New Materials, which specializes in the research, production, and sales of aluminum-plastic films for soft-pack lithium batteries [2][3]. - Zijiang New Materials holds 68 domestic patents, including 18 invention patents, and has achieved significant sales growth, with a 2025 Q1 revenue of 155 million yuan, reflecting a 26.31% year-on-year increase [2]. - The company has reduced its reliance on a single customer, BYD, with sales proportions dropping to 22.69% and 25.62% for 2024 and Q1 2025, respectively [2]. Industry Summary - The global aluminum-plastic film market is projected to reach 1.39 billion square meters in shipments by 2030, with a market size of 16.07 billion yuan, where China's shipments are expected to be 770 million square meters [3]. - Currently, domestic aluminum-plastic films account for less than 40% of the market, positioning Zijiang New Materials as a leading player in the domestic market [3]. Financial Summary - The valuation of Zijiang New Materials is assessed at 1.1 billion yuan, with an expected revenue growth from 679 million yuan in 2025 to 1.107 billion yuan by 2029 [4]. - The acquisition price is set at 546 million yuan, funded through self-owned capital and bank loans, with a funding gap of approximately 279 million yuan to be covered by a loan agreement with Shanghai Bank [5]. - The company's debt ratio is projected to rise from 44.85% to 79.08% post-acquisition, but the financial structure remains stable, with Zijiang New Materials maintaining an average dividend payout ratio of 65% over the past two years [5][6].
中创新航(03931)境内未上市股份“全流通”获中国证监会备案
智通财经网· 2025-08-26 12:57
Group 1 - The China Securities Regulatory Commission has issued a notice regarding the full circulation of unlisted shares of Zhongchuang Xinhang Technology Group Co., Ltd., allowing 13 shareholders to convert a total of 149,831,290 shares for listing on the Hong Kong Stock Exchange [1] - Zhongchuang Xinhang expects a net profit of approximately RMB 7.09 billion to RMB 7.93 billion for the half-year ending June 30, 2025, representing an increase of about 70% to 90% compared to the same period last year, where the net profit was approximately RMB 4.17 billion [3] - The significant profit increase is attributed to the scaling up of leading technology products in various sectors including passenger vehicles, commercial vehicles, energy storage, and shipping [3] Group 2 - The GOVY AirCab, equipped with Zhongchuang Xinhang's high-energy flight-specific battery, was officially launched in June, receiving over a thousand intent orders and successfully delivering prototypes in July [3] - The battery features a high energy density exceeding 300Wh/kg and is designed for fast charging scenarios, while the second-generation semi-solid large cylindrical battery can reach an energy density of 350Wh/kg, positioning the company as a leader in aviation battery technology [3] - The GOVY AirCab is currently undergoing airworthiness certification, with plans for certification and mass production in the second half of 2026, marking 2027 as the year for low-altitude manned flight [3] Group 3 - The list of shareholders and the number of shares they are converting to full circulation includes notable entities such as Guangdong Guangqi Rui Electric Equity Investment Partnership and Hubei Xiaomi Yangtze River Industry Fund Partnership, among others, totaling 149,831,290 shares [4][5]
市场监管总局公布一批“守护品牌”商标行政执法典型案例
Yang Shi Wang· 2025-08-26 12:41
Core Viewpoint - The article emphasizes the ongoing efforts of market regulatory authorities in China to combat trademark infringement and counterfeiting, highlighting the importance of protecting intellectual property rights and creating a favorable environment for brand value preservation [1]. Group 1: Case Summaries - Case 1: Li and others were found to have sold counterfeit "Nanfu" batteries, with a total purchase value of over 2.48 million yuan and sales amounting to 1.39 million yuan from 2017 to 2024 [2][3][4]. - Case 2: A wedding car rental company was penalized for using counterfeit "Rolls-Royce" cars, resulting in fines totaling over 710,000 yuan for 15 companies involved [5][6][7]. - Case 3: A joint operation in Guangdong led to the dismantling of 27 counterfeit shoe production sites, seizing 21,000 pairs of counterfeit products with a total value of 216 million yuan [8][9][10]. - Case 4: A significant case involving the sale of counterfeit "Arc'teryx" jackets across nine provinces, with a total value exceeding 300 million yuan, resulted in the arrest of 42 individuals [11][12][13]. - Case 5: A business in Jilin was fined for using a similar name to "City Hero" while infringing on the trademark, leading to a fine of 49,000 yuan [14][15][17]. - Case 6: A company in Gansu was penalized for selling automotive products falsely labeled as "China First Automobile Group" products, resulting in a fine of 50,000 yuan [18][19][20]. - Case 7: A karaoke hall in Guizhou was reported for unauthorized use of the "Hilton" trademark, generating revenue of 11.14 million yuan [21][22][23]. - Case 8: A tourism company in Yunnan was fined 75,000 yuan for using a similar peacock logo without authorization [24][26]. - Case 9: A food counterfeiting operation in Sichuan was dismantled, with a total value of over 20.1 million yuan in counterfeit products seized [27][28][29]. - Case 10: A tea shop in Hainan was fined 76,000 yuan for continuing to use the "Yihe Tang" trademark despite a prior court ruling against them [30][31][32]. - Case 11: A packaging materials store in Ningxia was penalized for printing unauthorized packaging for "Ningxia Goji Berries," resulting in fines totaling 4,770 yuan [33][34]. - Case 12: A tea shop in Guangxi was found selling counterfeit "Sanhe" tea, leading to criminal charges [35][36]. - Case 13: A case involving counterfeit "Shede" liquor resulted in the seizure of 3,026 bottles and over 2.57 million yuan in value [38][39][40]. - Case 14: A company in Xinjiang was found producing counterfeit liquor, with a total value of 61,500 yuan [41][42]. - Case 15: A brewery in Henan was penalized for producing beer with a label similar to "Wusu Beer," resulting in a fine of 470,000 yuan [43][44]. - Case 16: A brewery in Hebei was found to have used a similar trademark to "Budweiser," leading to fines of over 250,000 yuan [46][47][49]. - Case 17: A brewery in Heilongjiang was penalized for using a similar trademark, resulting in a fine of 26,000 yuan [50][51]. - Case 18: A case involving counterfeit alcoholic beverages with a total value exceeding 20 million yuan was reported, highlighting the challenges of tracking down unlicensed vendors [52][53].
摩根大通增持宁德时代H股至6.06%
Xin Lang Cai Jing· 2025-08-26 09:29
据香港交易所披露,摩根大通对宁德时代新能源科技股份有限公司 - H股的多头持仓比例于2025年8月 21日从5.76%增至6.06%。 ...
研报掘金丨国海证券:维持亿纬锂能“买入”评级,动力电池盈利能力显著修复
Ge Long Hui A P P· 2025-08-26 05:23
Core Viewpoint - The report indicates that EVE Energy achieved a net profit of 1.61 billion yuan in H1 2025, a year-on-year decrease of 24.9%, while operating cash flow increased significantly by 660.7% to 2.37 billion yuan [1] Group 1: Financial Performance - In H1 2025, EVE Energy's net profit attributable to shareholders was 1.61 billion yuan, reflecting a decline of 24.9% year-on-year [1] - The company reported an operating cash flow of 2.37 billion yuan, which is an increase of 660.7% compared to the previous year [1] - The production capacity utilization rate for H1 2025 was 87.5%, indicating a high level of operational efficiency [1] Group 2: Business Operations - The company has seen a significant recovery in the profitability of its power battery segment, with high growth in energy storage battery shipments [1] - Recent upgrades to certain production lines were completed, with new production starting in July of this year [1] - EVE Energy continues to launch new products, which are expected to create new growth opportunities [1] Group 3: Market Outlook - The profitability of the power battery segment is expected to stabilize and trend upwards in the second half of the year [1] - The company is actively expanding its overseas presence and diversifying its strategies to explore new markets [1] - Revenue forecasts for 2025, 2026, and 2027 are adjusted to 66.7 billion yuan, 83.6 billion yuan, and 97.2 billion yuan respectively, with net profit estimates of 4.5 billion yuan, 7.5 billion yuan, and 9.5 billion yuan [1]
安孚科技股价跌5.21%,蜂巢基金旗下1只基金重仓,持有5600股浮亏损失1.18万元
Xin Lang Cai Jing· 2025-08-26 02:32
Group 1 - The core viewpoint of the news is that Anfu Technology's stock has experienced a decline of 5.21%, with a current price of 38.39 CNY per share and a total market capitalization of 8.105 billion CNY [1] - Anfu Technology, established on May 7, 1999, specializes in the research, production, and sales of high-performance environmentally friendly zinc-manganese batteries, with its main business revenue composition being 77.30% from alkaline batteries, 10.80% from other products, 7.46% from carbon batteries, 4.31% from other batteries, and 0.14% from supplementary products [1] Group 2 - From the perspective of fund holdings, one fund under HIVE Fund has a significant position in Anfu Technology, with 5,600 shares held, representing 0.3% of the fund's net value, making it the ninth largest holding [2] - The HIVE Runhe Six-Month Holding Period Mixed A Fund (014944) has a current scale of 20.43 million CNY and has achieved a year-to-date return of 5.24%, ranking 6,673 out of 8,194 in its category [2] - The fund managers, Li Haitao and Li Zhengnan, have different tenures and performance records, with Li Haitao having a tenure of 6 years and 43 days and a best fund return of 76.9%, while Li Zhengnan has a tenure of 1 year and 5 days with a best fund return of 7.93% [2]
珠海冠宇(688772.SH):2025年中报净利润为1.17亿元、较去年同期上涨14.77%
Xin Lang Cai Jing· 2025-08-26 02:26
2025年8月26日,珠海冠宇(688772.SH)发布2025年中报。 公司营业总收入为60.98亿元,在已披露的同业公司中排名第11,较去年同报告期营业总收入增加7.50亿元,同比较去年同期上涨14.03%。归母净利润为1.17 亿元,在已披露的同业公司中排名第16,较去年同报告期归母净利润增加1503.64万元,同比较去年同期上涨14.77%。经营活动现金净流入为8.53亿元,在 已披露的同业公司中排名第6,较去年同报告期经营活动现金净流入增加1699.81万元,同比较去年同期上涨2.03%。 公司最新资产负债率为67.70%。 公司最新毛利率为23.31%,在已披露的同业公司中排名第14,较上季度毛利率增加1.93个百分点。最新ROE为1.62%,在已披露的同业公司中排名第27,较 去年同期ROE增加0.13个百分点。 公司摊薄每股收益为0.10元,较去年同报告期摊薄每股收益增加0.01元,同比较去年同期上涨11.11%。 公司最新总资产周转率为0.27次,在已披露的同业公司中排名第24,较去年同期总资产周转率增加0.02次,同比较去年同期上涨9.63%。最新存货周转率为 2.02次。 公司股东户数为 ...
国海证券晨会纪要-20250826
Guohai Securities· 2025-08-26 00:32
Group 1: Automotive Industry Insights - NIO's new ES8 and Geely's Galaxy M9 have launched pre-sales, marking significant new entries in the mid-to-large smart SUV market [3][4] - The A-share automotive sector outperformed the Shanghai Composite Index during the week of August 18-22, 2025, with the automotive index rising by 4.7% [3] - The new NIO ES8 features significant upgrades in size, comfort, technology, and performance, with a starting price of 416,800 CNY and a peak power of 520 kW [3] - Geely's Galaxy M9, priced between 193,800 CNY and 258,800 CNY, boasts advanced features including a 30-inch 6K screen and a high-performance Qualcomm 8295P chip [4] - The automotive sector is expected to benefit from the continuation of the vehicle trade-in policy, supporting upward consumer spending [7] Group 2: PCB Tool Industry Insights - Ding Tai High-Tech reported a 26.9% year-on-year revenue increase to 904 million CNY in H1 2025, with a net profit growth of 79.8% [9][10] - The company is experiencing a significant increase in high-end PCB demand, driven by hardware upgrades in AI servers and high-speed switches [13] - Ding Tai's gross margin improved to 39.24% in H1 2025, reflecting enhanced cost control and operational efficiency [11][12] - The company is expanding its production capacity, with monthly output of micro-drills exceeding 100 million units [13] Group 3: Power Industry Insights - Guodian Power's revenue decreased by 9.5% year-on-year to 77.65 billion CNY in H1 2025, with a net profit decline of 45.1% [15][17] - The company plans to increase its cash dividend payout ratio to at least 60% of net profit from 2025 to 2027 [15][16] - Despite the revenue decline, the adjusted net profit for Q2 2025 showed a significant increase of 302.5% year-on-year, primarily due to investment gains [17][18] - The company is expected to see revenue growth driven by new water and wind power installations planned for 2026 [18] Group 4: Medical Device Industry Insights - Antu Bio reported a revenue of 2.06 billion CNY in H1 2025, a decrease of 6.65% year-on-year, with a net profit of 571 million CNY [20][21] - The company is increasing its R&D investment, which accounted for 16.99% of revenue in H1 2025, focusing on new product development [22] - Antu Bio's Q2 2025 net profit margin improved to 28.65%, reflecting operational efficiency despite a slight decline in gross margin [21][22] Group 5: Macro Economic Insights on US Debt - The US federal debt has reached 37 trillion USD as of August 11, 2025, with a significant increase in interest burden, projected to reach 1.13 trillion USD in FY 2024 [24][28][31] - The rapid growth of US debt has raised concerns about sustainability, with projections indicating a potential increase in the debt-to-GDP ratio to over 130% by 2032 [28][29] - The demand for US debt is under pressure due to the Federal Reserve's balance sheet reduction and declining foreign investment in US treasuries [30]