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中关村科技租赁(01601)就负极材料生产设备订立融资租赁协议
智通财经网· 2025-12-23 14:17
公司的主要业务为向客户提供融资租赁及咨询服务。订立融资租赁协议为公司部分日常及一般业务,预 期将为公司带来稳定收入及现金流。董事认为订立融资租赁协议III将在租赁期内为公司带来收入和利 润,符合公司业务发展策略。 租赁资产III为负极材料生产设备,账面净值约为人民币4029万元。 智通财经APP讯,中关村科技租赁(01601)发布公告,于2025年12月23日,公司作为出租人与承租人内蒙 古斯诺新材料科技有限公司订立融资租赁协议III,据此,(i)出租人将购入承租人自有租赁资产III,转让 价款为人民币4000万元;及(ii)出租人将租赁资产III租回给承租人,租赁期为12个月,总租赁款项约为人 民币4115万元,包括融资租赁本金为人民币4000万元及融资租赁利息收入(含增值税)约为人民币115万 元。 ...
发挥特色优势 助力绿色转型
Jin Rong Shi Bao· 2025-12-23 03:33
贯彻落实中央经济工作会议精神,信托公司和租赁公司如何更好地助力绿色转型? 找准方向重点发力 中央经济工作会议提出,"制定能源强国建设规划纲要,加快新型能源体系建设,扩大绿电应用"。可以 看到,能源正是信托公司、租赁公司绿色金融重点发力方向。 中央经济工作会议提出,坚持"双碳"引领,推动全面绿色转型。这为金融业指明了清晰的发展方向。 在金融行业中,信托公司凭借制度灵活的独特优势,租赁公司依托"融资+融物"的天然属性,二者正成 为绿色转型中的重要力量。 立足差异发挥优势 对于信托、租赁这类非银行金融机构而言,推动绿色金融高质量发展,差异化路径是关键抓手。差异化 发展一方面体现在立足区域实际精准施策,另一方面体现在聚焦主业优势集中发力。 以信托行业为例,2024年,信托公司服务绿色低碳产业的主要投向为基础设施绿色升级产业和能源绿色 低碳转型产业,存续规模分别为593.90亿元和520.02亿元,占比分别为32.60%和28.55%。落实到具体公 司来看,一些以能源为背景的央企信托公司表现较为突出,如清洁能源类水电项目是华鑫信托绿色信托 的特色项目,昆仑信托的绿色信托实践高度聚焦基础设施绿色升级与能源低碳转型。 "未 ...
广博股份(002103.SZ):拟与广博物业签订《租赁协议》
Ge Long Hui A P P· 2025-12-22 12:56
格隆汇12月22日丨广博股份(002103.SZ)公布,为有效提高公司资源利用效益,并满足园区统一管理的 需要,公司拟与广博物业签订《租赁协议》,将位于宁波市海曙区石碶街道车何广博工业园内的部分厂 房、办公室及广博和谐家园员工宿舍出租给广博物业。租赁面积合计约为4.8万平方米,租赁期限自 2026年1月1日起至2026年12月31日止,整体租金合计不超过800万元人民币。具体内容以公司与广博物 业签订的租赁合同为准。 ...
瞭望|城投控股引领租赁行业转型
Xin Hua She· 2025-12-22 08:22
截至2025年,城投控股旗下保租房品牌"城投宽庭"租赁项目,已布局覆盖上海9大区域,合计19个项目,保租房管 理规模超2.8万套,累计服务超5万人次,其中新市民、新青年占比高达92%文 | 杨溢仁作为上海保障性租赁住房 (以下简称"保租房")建设的"主力军",上海城投控股股份有限公司(以下简称"城投控股")正通过"金融赋能 +绿色人居"的双轮驱动模式,探索可持续发展新路径。近年来,城投控股依托保租房不动产投资信托基金 (REITs)构建"投-融-建-管-退"资本循环,以30.5亿元首单REIT资金募集及后续扩募激发资产活力。同时,在"城 投宽庭"旗下的保租房项目中融入多项绿色建造和运营技术,如太阳能光伏发电、数字化管理平台、雨水回收系统 等,以"住有优居"的绿色场景助力人才安居。 城投宽庭江湾社区(资料照片) 上海城投控股股份有限公司供图全维覆盖 构筑城市租住保障网作为国有上市公 司,城投控股始终将民生保障作为核心使命,深耕上海超大城市租住领域,力争成为覆盖全人群需求的民生保障 标杆。"面对城市租住市场曾存在的供应零散、服务缺失、体系不完善等问题,我们主动作为,精准对接不同群体 居住需求,从构建城市建设者之家 ...
海南海垦扬子江租赁有限公司成立
Zheng Quan Ri Bao Wang· 2025-12-22 06:17
本报讯(记者袁传玺)天眼查App显示,近日,海南海垦扬子江租赁有限公司成立,注册资本9亿元,经营 范围包括运输设备租赁服务、航空运输设备销售等,由海航航空集团旗下扬子江融资租赁有限公司、海 南省农垦投资控股集团有限公司共同持股。 ...
信用分析周报(2025/12/15-2025/12/19):利差低位走扩,品种表现分化-20251221
Hua Yuan Zheng Quan· 2025-12-21 14:01
1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - This week, the credit spreads of the AAA electrical equipment industry compressed significantly compared to last week, while the credit spreads of other industries and ratings widened to varying degrees. For urban investment bonds, the credit spreads of those with a maturity over 10 years compressed slightly by 1BP, while the spreads of other maturities widened by 3BP. For industrial bonds, most of the industrial credit spreads continued to widen, with the short - end widening more significantly than the long - end. For bank capital bonds, the short - end spreads of bank Tier 2 and perpetual bonds within 1 year widened slightly, while the long - end spreads over 10 years compressed slightly [3][4][30]. - In 2026, for urban investment bonds, short - duration (within 2Y) sinking urban investment bonds can be used as a base position, and high - quality urban investment entities with a moderately extended duration (3 - 5Y) can be selected. For industrial bonds, high - quality central and state - owned enterprise industrial bonds can be used as a base position with an extended duration, and attention should be paid to industries with marginal improvements. For Tier 2 and perpetual bonds, trading opportunities of those with good liquidity (preferably 3 - 5Y AAA -) should be grasped, and attention should be paid to high - quality city commercial banks and rural commercial banks in economically developed areas and areas with advanced debt resolution progress [5][7][44]. 3. Summary by Related Catalogs 3.1 This Week's Credit Hot Events - On December 19th, the Shanghai Stock Exchange issued a notice allowing eligible overseas institutional investors to conduct bond repurchase business on the Shanghai Stock Exchange, providing them with standardized liquidity management tools [11]. - On December 15th, the National Association of Financial Market Institutional Investors launched a self - regulatory investigation into Postal Savings Bank of China for suspected violations in the underwriting and issuance of debt financing instruments [12]. - On December 15th, Guizhou Rural Commercial United Bank Co., Ltd. was approved to open. It acquired the shares of 16 rural commercial banks and 5 rural credit cooperatives, with an increased registered capital of 10.458 billion yuan and new shareholders including the Guizhou Provincial Department of Finance and China Kweichow Moutai Group Co., Ltd. [13]. 3.2 Primary Market 3.2.1 Net Financing Scale - This week, the net financing of credit bonds (excluding asset - backed securities) was 116.1 billion yuan, a decrease of 128.1 billion yuan compared to last week. The total issuance was 365.5 billion yuan, a decrease of 99.1 billion yuan, and the total repayment was 249.3 billion yuan, an increase of 29 billion yuan. The net financing of asset - backed securities was 20.9 billion yuan, a decrease of 27 billion yuan compared to last week [14]. - By product type, the net financing of urban investment bonds was 21.3 billion yuan, an increase of 500 million yuan; the net financing of industrial bonds was 70.9 billion yuan, a decrease of 44.7 billion yuan; and the net financing of financial bonds was 24 billion yuan, a decrease of 83.9 billion yuan [15]. 3.2.2 Issuance Cost - This week, the issuance rates of AA industrial bonds and urban investment bonds were adjusted to over 2.8%, while the average issuance rates of other bonds with different ratings and types were below 2.8%. Specifically, the issuance rates of AA industrial bonds and urban investment bonds increased by 45BP and 27BP respectively compared to last week, and the issuance rate of AA + financial bonds increased by 58BP [17]. 3.3 Secondary Market 3.3.1 Transaction Situation - In terms of trading volume, the trading volume of credit bonds (excluding asset - backed securities) decreased by 44.3 billion yuan compared to last week. By product type, the trading volume of urban investment bonds was 259.4 billion yuan, a decrease of 13.7 billion yuan; the trading volume of industrial bonds was 367.4 billion yuan, an increase of 13.2 billion yuan; the trading volume of financial bonds was 627.5 billion yuan, a decrease of 43.8 billion yuan. The trading volume of asset - backed securities was 25.5 billion yuan, an increase of 1 billion yuan [24]. - In terms of turnover rate, the turnover rate of credit bonds showed a mixed trend compared to last week. Specifically, the turnover rate of urban investment bonds was 1.66%, a decrease of 0.1 pct; the turnover rate of industrial bonds was 1.89%, an increase of 0.06 pct; the turnover rate of financial bonds was 4.05%, a decrease of 0.29 pct; the turnover rate of asset - backed securities was 0.67%, an increase of 0.03 pct [24]. 3.3.2 Yield - This week, the yields of credit bonds with different ratings and maturities fluctuated within 3BP compared to last week. For example, the yields of AA, AAA -, and AAA + credit bonds within 1 year decreased by 2BP, 2BP, and 1BP respectively; the yields of AA and AAA + credit bonds with a 5 - year maturity increased by 2BP and 1BP respectively, while the yield of AAA - credit bonds decreased by 1BP; the yields of AA, AAA -, and AAA + credit bonds with a maturity over 10 years decreased by 1BP, 1BP, and less than 1BP respectively [25]. 3.3.3 Credit Spreads - Overall, the credit spreads of the AAA electrical equipment industry compressed significantly by 14BP compared to last week, while the spreads of other industries and ratings widened to varying degrees. For example, the credit spreads of the AA + leisure service industry widened by 20BP, and the spreads of the AA + media and light manufacturing industries widened by 9BP [30]. - **Urban Investment Bonds**: By maturity, the credit spreads of urban investment bonds with a maturity over 10 years compressed slightly by 1BP, while the spreads of other maturities widened by 3BP. By region, the top five regions with the highest credit spreads of AA - rated urban investment bonds were Guizhou, Yunnan, Jilin, Shandong, and Sichuan; for AA + urban investment bonds, they were Guizhou, Inner Mongolia, Gansu, Shaanxi, and Yunnan; for AAA urban investment bonds, they were Liaoning, Yunnan, Shaanxi, Jilin, and Tianjin [32][34]. - **Industrial Bonds**: Most of the industrial credit spreads continued to widen, with the short - end widening more significantly than the long - end. For example, the credit spreads of 1 - year AAA -, AA +, and AA private industrial bonds widened by 4BP, 4BP, and 7BP respectively compared to last week; the spreads of 10 - year AAA -, AA +, and AA private industrial bonds widened by 2BP, 2BP, and 2BP respectively [36]. - **Bank Capital Bonds**: The short - end spreads of bank Tier 2 and perpetual bonds within 1 year widened slightly, while the long - end spreads over 10 years compressed slightly. For example, the credit spreads of 1 - year AAA -, AA +, and AA Tier 2 capital bonds widened by 4BP, 3BP, and 3BP respectively compared to last week, and the spreads of 10 - year AAA -, AA +, and AA Tier 2 capital bonds compressed by 3BP, 2BP, and 2BP respectively [39]. 3.4 This Week's Bond Market Negative News - This week, the implied ratings of bonds issued by five issuers, including Nanjing Zijin Financial Leasing Co., Ltd. and Beijing Tianheng Yuanxin Capital Investment Management Co., Ltd., were downgraded. The "H20 Tianying 3" issued by Wuhan Tianying Investment Group Co., Ltd. and the "Hongda Debenture" issued by Hongda Xingye Co., Ltd. defaulted in essence [4][40]. 3.5 Investment Recommendations - In 2026, for urban investment bonds, short - duration (within 2Y) sinking urban investment bonds can be used as a base position to obtain stable coupon income, and high - quality urban investment entities with a moderately extended duration (3 - 5Y) can be selected to increase portfolio returns. For industrial bonds, high - quality central and state - owned enterprise industrial bonds can be used as a base position with an extended duration to obtain stable coupon income, and attention should be paid to industries with marginal improvements. For Tier 2 and perpetual bonds, trading opportunities of those with good liquidity (preferably 3 - 5Y AAA -) should be grasped, and attention should be paid to high - quality city commercial banks and rural commercial banks in economically developed areas and areas with advanced debt resolution progress [44].
5000万以上为重大资产损失!国资委新规明确98种央企违规情形
Di Yi Cai Jing Zi Xun· 2025-12-21 05:01
《办法》明确了中央企业经营管理有关人员违反规定,未履行或未正确履行职责造成国有资产损失或其 他不良后果,应当追究相应责任的具体情形,包括金融业务、科技创新、固定资产投资、股权投资等13 个方面98种责任追究情形。 《办法》规定中央企业违规经营投资资产损失程度划分,500万元以下为一般资产损失,500万元以上 (含500万元)5000万元以下为较大资产损失,5000万元以上(含5000万元)为重大资产损失。规定其 他不良后果分类,分为一般不良后果、较大不良后果、重大不良后果3类,对应违规情节较轻、较重、 严重,以及影响主要在涉事企业、行业或中央企业整体、社会和国家3个层面。 在金融业务方面,《办法》明确,违反规定开展信托、租赁、保理等金融业务和基金业务,服务主业不 力,脱实向虚;违反规定开展期货、期权等金融衍生业务;吸收客户资金不入账,非法吸收公众存款或 变相吸收公众存款,违反规定参与或变相参与民间借贷等六类行为将被追责。 本文字数:1484,阅读时长大约3分钟 作者 |第一财经 祝嫣然 为建立长效激励约束机制、强化国有企业经营投资责任追究,国务院国资委日前对外发布《中央企业违 规经营投资责任追究实施办法》(国 ...
中关村科技租赁订立两份融资租赁协议
Zhi Tong Cai Jing· 2025-12-19 15:02
于2025年12月19日,本公司作为买方与供应商II及承租人III订立采购协议XX,本公司向供应商II购买租 赁资产XX,购买价款为人民币403.28万元;及本公司作为出租人与承租人III订立融资租赁协议XX,本公 司向承租人III出租租赁资产XX,租赁期为36个月,总租赁款项约为人民币345.26万元,包括融资租赁 本金为人民币322.62万元及融资租赁利息收入(含增值税)约为人民币22.64万元。 中关村科技租赁(01601)发布公告,于2025年12月19日,本公司作为买方与供应商II及承租人I订立采购 协议XIX,本公司向供应商II购买租赁资产XIX,购买价款为人民币198.8万元;及本公司作为出租人与承 租人I订立融资租赁协议XIX,本公司向承租人I出租租赁资产XIX,租赁期为36个月,总租赁款项约为 人民币170.2万元,包括融资租赁本金为人民币159.04万元及融资租赁利息收入(含增值税)约为人民币 11.16万元。 ...
中关村科技租赁(01601)订立两份融资租赁协议
智通财经网· 2025-12-19 14:57
于2025年12月19日,本公司作为买方与供应商II及承租人III订立采购协议XX,本公司向供应商II购买租 赁资产XX,购买价款为人民币403.28万元;及本公司作为出租人与承租人III订立融资租赁协议XX,本公 司向承租人III出租租赁资产XX,租赁期为36个月,总租赁款项约为人民币345.26万元,包括融资租赁 本金为人民币322.62万元及融资租赁利息收入(含增值税)约为人民币22.64万元。 智通财经APP讯,中关村科技租赁(01601)发布公告,于2025年12月19日,本公司作为买方与供应商II及 承租人I订立采购协议XIX,本公司向供应商II购买租赁资产XIX,购买价款为人民币198.8万元;及本公 司作为出租人与承租人I订立融资租赁协议XIX,本公司向承租人I出租租赁资产XIX,租赁期为36个 月,总租赁款项约为人民币170.2万元,包括融资租赁本金为人民币159.04万元及融资租赁利息收入(含 增值税)约为人民币11.16万元。 ...
中关村科技租赁(01601)与山西蓝科途新材料科技订立融资租赁协议
智通财经网· 2025-12-19 14:55
智通财经APP讯,中关村科技租赁(01601)发布公告,于2025年12月19日,公司作为出租人与承租人 III(山西蓝科途新材料科技有限公司)订立融资租赁协议III,据此,出租人将购入承租人III自有租赁资产 III,转让价款为人民币4300万元;及出租人将租赁资产III租回给承租人III,租赁期为36个月,总租赁款 项约为人民币4765.55万元。租赁资产III为锂电隔膜生产线。 ...