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顺博合金:再融资5.85亿投向前次项目缺口 资金与效益核算界限是否明确遭问询
21财经1月15日电,深圳证券交易所近日就顺博合金向特定对象发行股票提出问询,其中一项是关注本 次融资投向与前期项目是否存在重复建设,以及资金与效益核算能否清晰区分。 公司回复称,前次向特定对象发行股票实际融资规模由原计划的15亿元缩减至约5.93亿元,导致项目存 在资金缺口。本次拟募资不超过5.85亿元,旨在填补该缺口以确保项目顺利建设,不存在重复投资。公 司强调,以2025年6月30日为界,前后两期项目的投资构成和效益核算是完全独立且可准确区分的,募 集资金将严格用于该日期之后的新增投入。 关于募投项目与主营业务的关联性,问询函要求说明是否属于主业投资以及是否涉及新业务。公司表 示,其核心业务为再生铝合金生产,本次募投产品铝板带属于再生变形铝合金,是现有再生铝业务的横 向延伸。虽然产品形态从铸造铝合金拓展至变形铝合金,应用领域有所不同,但仍属于资源综合利用范 畴,符合主业方向。公司通过子公司奥博铝材已拥有小规模铝板带生产经验,因此不涉及全新业务。 ...
中核科技跌2.71%,成交额7575.15万元,主力资金净流出533.10万元
Xin Lang Cai Jing· 2026-01-15 02:21
1月15日,中核科技盘中下跌2.71%,截至09:35,报27.62元/股,成交7575.15万元,换手率0.71%,总市 值105.90亿元。 中核科技今年以来股价涨6.85%,近5个交易日跌2.54%,近20日涨34.93%,近60日涨34.15%。 资料显示,中核苏阀科技实业股份有限公司位于江苏省苏州市新区珠江路501号,苏州高新区浒墅关镇安 杨路178号,苏州高新区浒关工业园浒杨路55号,成立日期1997年7月2日,上市日期1997年7月10日,公 司主营业务涉及工业阀门的研发、设计、制造及销售。主营业务收入构成为:核电、核化工产品 44.17%,石油石化产品29.26%,其他阀门22.16%,锻件毛坯3.22%,其他(补充)1.19%。 责任编辑:小浪快报 分红方面,中核科技A股上市后累计派现6.23亿元。近三年,累计派现2.01亿元。 机构持仓方面,截止2025年9月30日,中核科技十大流通股东中,香港中央结算有限公司位居第九大流 通股东,持股134.05万股,为新进股东。金鹰科技创新股票A(001167)、金鹰红利价值混合A (210002)退出十大流通股东之列。 资金流向方面,主力资金净流出5 ...
制造型外企扎根辽宁沈阳——“我们始终看好中国市场前景”
Xin Hua Wang· 2026-01-14 23:37
德国企业代表来中国参观考察。德国联邦中小企业联合会中国区供图 "1995年,米其林与沈阳轮胎总厂成立合资工厂,正式将轮胎生产线引入中国。当时,中国轿车工 业尚处于起步阶段。作出这样重大的投资决策,是因为我们看到了中国市场拥有巨大潜力。"米其林沈 阳轮胎有限公司总经理李延冰告诉记者,"如今,中国成为全球最大的汽车消费市场,米其林在沈阳30 年的发展历程,是企业扎根中国的成长史,更是企业与中国汽车工业同频共振、相互成就的缩影。" 从逐步建立国际标准化生产体系,到成为米其林全球供应链的重要支撑,再到打造"绿色、智能、 低碳"的未来工厂,如今的米其林沈阳工厂乘用车轮胎年产能达1710万条,累计产量达1亿条。2024年, 米其林将首套最新一代装配线设备率先应用于沈阳工厂。"沈阳工厂积累的技术成果、管理经验与绿色 创新实践,正通过集团全球网络为米其林在亚洲及全球其他市场的竞争力赋能,每年来沈阳工厂参加培 训的全球人才和工厂管理者超过500人。"李延冰说。 轮胎在自动化生产线上精准成型,电子屏上实时显示成品性能的检查数据……在法国企业米其林位 于辽宁沈阳的高端轮胎生产基地,一条条轮胎经过智能化生产线实现自动化仓储和物流配送 ...
Jewett-Cameron Trading Co Ltd(JCTC) - 2026 Q1 - Earnings Call Transcript
2026-01-14 22:32
Financial Data and Key Metrics Changes - Revenue for Q1 2026 was $8.3 million, a decrease of 7% compared to $9.3 million in Q1 2025 [13] - Gross operating profit margins were negative 12.5% in Q1 2026, down from positive 18.3% in Q1 2025, primarily due to $2.2 million in additional inventory write-downs [15] - Net loss for Q1 2026 was $3.9 million or negative $1.12 per share, compared to a net loss of $658,000 or negative $0.19 per share in Q1 2025 [17] Business Line Data and Key Metrics Changes - Sales in the core metal fence business increased slightly year-over-year despite challenges, indicating resilience [14] - The Greenwood industrial wood business saw a 45% increase in sales, driven by demand from municipalities and new customers [14] - Decreased sales were noted in lumber and PET products due to market conditions and customer program changes [15] Market Data and Key Metrics Changes - The company faced ongoing challenges from tariffs and negative consumer sentiment, impacting purchasing behavior [11] - The operational environment remains uncertain, with weak consumer sentiment affecting discretionary spending [11] Company Strategy and Development Direction - The company aims to exit fiscal 2026 with a sustainable business model focused on core product categories and operational efficiency [12] - There is a strong emphasis on the metal fencing business as a competitive advantage and a primary focus for capital allocation and innovation [7] - Initiatives to streamline operations and reduce costs are ongoing, with a target to reduce annual operating expenses by $1 million to $3 million [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges faced in Q1 but expresses optimism about long-term growth potential, particularly in the metal fencing business [4][7] - The company is making progress in pricing alignment with customers to improve margins, despite the difficulties posed by tariff volatility [16] - Future strategies include monetizing non-core assets and exploring partnerships to strengthen liquidity [10][21] Other Important Information - The company has amended its lending agreement to increase borrowing capacity, providing additional flexibility for operational realignment [19] - Inventory balance decreased to $13.5 million from $15.9 million, with an increased allowance for inventory reflecting market value adjustments [18] Q&A Session Summary Question: Can you expand upon the renegotiated pricing agreements you've entered into? - Management reported successful negotiations for price increases to minimize margin erosion due to tariffs, with implementation beginning in Q1 of fiscal 2026 [24] Question: Can you provide a general breakdown of your inventory by product category? - Management indicated that metal fencing remains the highest velocity inventory, while some PET inventory is slow-moving, with efforts ongoing to move excess lumber inventory [25]
Jewett-Cameron Trading Co Ltd(JCTC) - 2026 Q1 - Earnings Call Transcript
2026-01-14 22:30
Financial Data and Key Metrics Changes - Revenue for Q1 2026 was $8.3 million, a decrease of 7% compared to $9.3 million in Q1 2025 [14] - Gross operating profit margins were negative 12.5% in Q1 2026, down from positive 18.3% in Q1 2025, primarily due to $2.2 million in additional inventory write-downs [15] - Net loss for Q1 2026 was $3.9 million, or negative $1.12 per share, compared to a net loss of $658,000, or negative $0.19 per share in Q1 2025 [17] Business Line Data and Key Metrics Changes - Sales in the core metal fence business increased slightly year-over-year, despite challenges from tariffs and negative consumer sentiment [14] - The Greenwood industrial wood business saw a 45% increase in sales, driven by demand from municipalities and the addition of a new non-transit industrial customer [14] - Sales of lumber and PET products decreased due to initiatives to sell excess inventory amid challenging market conditions [15] Market Data and Key Metrics Changes - The company faced ongoing headwinds from tariffs and weak consumer sentiment, impacting purchasing behavior across the market [12] - The company is optimistic about renewed momentum in the metal fencing business as global trade conditions stabilize [14] Company Strategy and Development Direction - The company aims to exit fiscal 2026 with a sustainable business model focused on core product categories and operational efficiency [12][21] - There is a strong emphasis on the metal fencing business as a competitive advantage, with plans to optimize sales across other product categories [8] - The company is actively working to monetize non-core assets and exploring strategic partnerships and potential divestitures [11] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges in the operating environment but believes that strategic initiatives are strengthening the company's foundation and long-term outlook [7][12] - The company is focused on reducing annual operating expenses by $1 million to $3 million and improving margins through pricing alignment with customers [10][17] Other Important Information - The company has amended its lending agreement to increase borrowing capacity, providing additional flexibility for operational realignment [19] - Inventory balance as of November 30, 2025, was $13.5 million, down from $15.9 million at the end of August [18] Q&A Session Questions and Answers Question: Can you expand upon the renegotiated pricing agreements you've entered into? - Management reported successful negotiations for new pricing to minimize margin erosion from increased tariffs, with implementation beginning in Q1 of fiscal 2026 [23] Question: Can you provide a general breakdown of your inventory by product category? - Management indicated that metal fencing remains the highest velocity inventory, while a portion of PET inventory has been slow-moving, with progress being made in moving excess lumber inventory [24]
龙泉股份:近年来公司核电领域相关业务收入,占公司营业收入比重约为5%~10%
Mei Ri Jing Ji Xin Wen· 2026-01-14 13:49
Core Viewpoint - The company is focusing on the "fluid control" sector and is upgrading its business through external acquisitions, particularly in high-end metal valve manufacturing, while maintaining a strong performance in its traditional business lines [2] Group 1: Business Strategy - The company is strategically concentrating on the "fluid control" field, enhancing its existing PCCP pipeline and metal fittings business [2] - The company is rapidly entering the high-end metal valve manufacturing sector through external acquisitions [2] Group 2: Nuclear Power Business - The company's subsidiary, Xinfeng Pipe Industry, is one of the first in China to obtain the "Civil Nuclear Safety Equipment Manufacturing License" in 1996 [2] - The company has participated in several key construction projects in China's nuclear power sector, supplying pipe fittings for various generations of nuclear power plants [2] - Revenue from the nuclear power-related business accounts for approximately 5% to 10% of the company's total operating income in recent years [2]
立中集团:第五届董事会第三十七次会议决议
Zheng Quan Ri Bao· 2026-01-14 13:41
(文章来源:证券日报) 证券日报网讯 1月14日,立中集团发布公告称,公司第五届董事会第三十七次会议审议通过《关于公司 2025年度日常关联交易及2026年度日常关联交易计划的议案》《关于控股股东及其关联方为公司向银行 申请综合授信提供担保暨关联交易的议案》《关于召开2026年第一次临时股东会的议案》。 ...
龙泉股份(002671.SZ):近年来公司核电领域相关业务收入,占公司营业收入比重约为5%-10%
Ge Long Hui· 2026-01-14 13:19
Core Viewpoint - The company is focusing on the "fluid control" sector, expanding into high-end metal valve manufacturing through acquisitions, thereby upgrading its business from "pipes + valves" to high-end metal products [1] Group 1: Business Strategy - The company has a strategic focus on the "fluid control" field, building on its existing PCCP pipeline and metal fittings business [1] - Through external acquisitions, the company has quickly entered the high-end metal valve manufacturing sector [1] Group 2: Subsidiary and Industry Involvement - The company's wholly-owned subsidiary, Xinfeng Pipe Industry, was one of the first in China to obtain the "Civil Nuclear Safety Equipment Manufacturing License" in 1996 [1] - The subsidiary has participated in several key construction projects in China's nuclear power sector, supplying pipe fittings [1] Group 3: Revenue Contribution - In recent years, the revenue from the nuclear power-related business has accounted for approximately 5%-10% of the company's total operating income [1]
博威合金:高强高导合金能满足电力传输的稳定性和效率
(编辑 王雪儿) 证券日报网讯 1月14日,博威合金在互动平台回答投资者提问时表示,公司的高强高导合金能满足电力 传输的稳定性和效率,减少能源损耗,广泛应用于能源电力、高压输变电等领域。输配电领域的增长比 较高,具体的应用占比将在公司的年度报告中予以披露。 ...
许晓雄:肇庆连续四年制造业引资超千亿 构建现代产业体系
Nan Fang Du Shi Bao· 2026-01-14 13:04
随着现代化产业体系加速完善,肇庆正成为粤港澳大湾区重要的先进制造业基地,为高质量发展注入强 劲动能。 在园区建设方面,肇庆形成以肇庆高新区、肇庆新区和大型产业集聚区为引领,13个省级产业园区及特 色园区协同发展的新格局。大型产业集聚区市管起步区拥有4万多亩可连片开发土地,累计引进项目超 300个、计划总投资超900亿元,近三成项目已投产,"万亩千亿"大平台初步成型。同时,智能网联新能 源汽车产业园、金属制品特色产业园、绿色建材基地等一批专业园区定位清晰、功能互补,促进产业集 聚集约发展。 肇庆坚持"企业第一"理念,持续优化"全肇办"涉企服务体系,年度营商环境评价连续五年位居全省前 列。全市经营主体突破40万户,较"十三五"末增长1.5倍,为企业发展营造了"有求必应、无事不扰"的 良好环境。 在14日召开的"'十四五'广东成就"肇庆专场新闻发布会上,肇庆市委副书记、市长许晓雄在回答记者提 问时介绍,"十四五"以来,肇庆坚持实体经济为本、制造业当家,推动现代化产业体系加速构建,连续 四年引进制造业项目计划投资额超过千亿元。 肇庆聚焦新能源汽车、新型储能、新材料和电子信息"三新一电"新兴产业,实施产业链精准招商,更 ...