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绿城水务: 广西绿城水务股份有限公司2025年第一次临时股东大会决议公告
Zheng Quan Zhi Xing· 2025-07-10 10:12
(一)股东大会召开的时间:2025 年 07 月 10 日 (二)股东大会召开的地点:广西南宁市青秀区桂雅路 13 号绿城水务调度检测中 心 1519 会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: 份总数的比例(%) (四)表决方式是否符合《公司法》及《公司章程》的规定,大会主持情况等。 本次股东大会由公司董事会召集,董事长黄东海先生主持本次会议。大会采 取现场及网络投票相结合的方式表决本次股东大会的所有议案。本次会议的召集、 召开程序、出席会议人员的资格及表决方式均符合《公司法》和《公司章程》的 有关规定。 证券代码:601368 证券简称:绿城水务 公告编号:2025-019 广西绿城水务股份有限公司 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任。 重要内容提示: ? 本次会议是否有否决议案:无 一、 会议召开和出席情况 同意 反对 弃权 股东类型 票数 比例(%) 票数 比例(%) 票数 比例(%) A股 509,860,967 98.5706 7,061,775 1.3652 331,6 ...
亚泰集团: 吉林亚泰(集团)股份有限公司关于公司注册资本变更及《公司章程》修订完成工商变更登记的公告
Zheng Quan Zhi Xing· 2025-07-10 10:12
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 担法律责任。 吉林亚泰(集团)股份有限公司(以下简称"公司")分别于 时董事会会议和 2024 年第七次临时股东大会会议,审议通过了关于 以集中竞价交易方式回购公司股份方案的议案,决定回购公司股份并 用于依法注销减少注册资本,并授权董事会及其授权人士具体办理本 次回购相关事宜,具体情况详见公司于 2024 年 10 月 12 日披露的回 购股份方案公告(公告编号:临 2024-103 号)。 的回购结果公告(临 2025-037 号)。 证券代码:600881 证券简称:亚泰集团 公告编号:临 2025-075 号 吉林亚泰(集团)股份有限公司 关于公司注册资本变更及《公司章程》修订 完成工商变更登记的公告 特 别 提 示 本次公司股份回购注销涉及《公司章程》第六条、第二十条修订, 具体如下: 序号 修订前 修订后 第六条 公司注册资本为人 第六条 公司注册资本为人 壹万叁仟伍佰捌拾捌元。 伍万零玖佰捌拾捌元。 第二十条 公司股份总数为 第二十条 公司股份总数为 通股股份。 通股股份。 除上 ...
苹果产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:31
| 项目类别 | 数据指标 最新 环比 数据指标 最新 | | | 环比 | | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:苹果(日,元/吨) 7783 40 10月合约收盘价:苹果(日,元/吨) | | 7783 | 40 | | | 主力合约持仓量:苹果(日,手) -2730 仓单数量:苹果(日,张) 94121 | | 0 | 0 | | | 期货前20名持仓:净买单量:苹果(日,手) 9016 1313 | | | | | | 山东烟台栖霞现货价格(纸袋80#以上一 甘肃静宁苹果现货价格(纸袋75#以上)(日, | | | 0 | | | 4 0 | | 4.5 | | | 现货市场 | 二级果农货)(日,元/斤) 山东沂源苹果现货价格(纸袋75#以上)(日, 元/斤) 陕西洛川苹果现货价格(纸袋70#以上半 | | | | | | 2.4 0 | | 4 | 0 | | 上游情况 | 元/斤) 苹果园面积:全国(年,千公顷) -19.58 全国:苹果产量(年,万吨) 商品)(日,元/斤) 1955.77 | | 5128.51 | 168.34 ...
2.33亿主力资金净流入,水泥概念涨1.75%
Group 1 - The cement sector saw an increase of 1.75%, ranking 8th among concept sectors, with 32 stocks rising, including Sifang New Material and Sichuan Shuangma hitting the daily limit [1] - Notable gainers in the cement sector included Tibet Tianlu, Zhongtai Chemical, and Jinyu Group, which rose by 3.77%, 3.44%, and 2.53% respectively [1] - The sector experienced a net inflow of 233 million yuan, with 16 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2] Group 2 - The top net inflow stock was Sichuan Shuangma, with a net inflow of 113 million yuan, followed by China Energy Construction, Conch Cement, and Tibet Tianlu with net inflows of 93.47 million yuan, 66.49 million yuan, and 32.38 million yuan respectively [2][3] - The net inflow ratio for Sifang New Material, Sichuan Shuangma, and Ordos was 70.30%, 14.96%, and 14.27% respectively [3] - The trading volume and turnover rates for key stocks in the cement sector were highlighted, with Sichuan Shuangma showing a trading increase of 9.98% and a turnover rate of 5.00% [3][4]
从ESG角度看“反内卷”政策:“反内卷”政策与可持续发展目标高度契合
Group 1 - The "anti-involution" policy aligns closely with sustainable development goals, as it aims to govern low-price and disorderly competition in enterprises, enhance product quality, and facilitate the orderly exit of backward production capacity, marking a systemic action against "involution" competition [6] - The policy will assist high-energy-consuming industries in their low-carbon transition by eliminating backward production capacity and optimizing the energy structure, which is crucial for achieving sustainable development [6] - High-energy-consuming industries, including steel, cement, and aluminum smelting, account for 33% of national carbon emissions, with steel at 15%, cement at 13%, and aluminum at 5% [6] Group 2 - The "anti-involution" policy will also support the sustainable development of the renewable energy sector by regulating market order and curbing unhealthy competition, which threatens the industry's sustainability [6] - The renewable energy sector is vital for China's "dual carbon" strategy, as it can significantly reduce greenhouse gas emissions and improve energy structure [6] - From 2017 to 2023, the greenhouse gas emissions of renewable energy producers and photovoltaic equipment were 0.08 million tons and 0.28 million tons, respectively, which are significantly lower than emissions from steel and aluminum industries [6]
策略深度报告:对比供给侧改革经验,如何看待“反内卷”的市场影响?
Ping An Securities· 2025-07-10 07:58
Group 1: "Anti-Involution" Framework - The government has shifted its focus from merely preventing "involution" to a comprehensive rectification of "involution-style" competition, emphasizing the need for industry self-discipline and the elimination of local protectionism [5][6][8] - Recent high-level meetings have highlighted the importance of addressing "involution-style" competition, with specific measures aimed at promoting a unified national market and improving regulatory frameworks [5][6][8] Group 2: Supply-Side Reform Review - The previous supply-side reform focused on reducing excess capacity in traditional industries through administrative measures, while the current "anti-involution" approach aims to mitigate low-price competition in emerging industries using market-oriented methods [2][17] - The supply-side reform from 2015 to 2017 resulted in significant capacity reductions, with over 170 million tons of steel and 1 billion tons of coal capacity eliminated, leading to improved profitability in related sectors [18][19] Group 3: Market Outlook - The current "anti-involution" market is still in the expectation catalysis phase, with industries like photovoltaic and steel showing positive performance, while others like lithium batteries and e-commerce are lagging [2][3] - The report suggests that industries with lower capacity utilization and higher profit pressures are more likely to self-correct, indicating a potential for improvement in sectors such as photovoltaic equipment and construction materials [2][3] Group 4: Industry-Specific Measures - The government is promoting industry self-discipline and innovation, with initiatives encouraging companies to enhance product quality and phase out outdated capacities [7][14] - Specific industries, including photovoltaic, steel, and cement, are being targeted for regulatory measures to curb low-price competition and promote sustainable development [7][14][16]
从滞销梨到“网红果”,一位驻村书记的民生答卷
Qi Lu Wan Bao· 2025-07-10 07:48
Core Viewpoint - The article highlights the challenges faced by the pear industry in Yong'an Village, Shandong Province, and the innovative solutions implemented by the village's first secretary, Shan Liang, to revitalize the local economy through modern marketing strategies and infrastructure improvements [1][2][5]. Group 1: Challenges in the Pear Industry - Yong'an Village, known for its "Yangxin Duck Pear," has seen a decline in its pear industry due to issues such as fragmented planting, difficulty in controlling agricultural residues, and limited sales channels, leading to low collective income for the village [1]. - The initial attempts to sell surplus pears through traditional methods, including personal networks and institutional purchases, resulted in a significant drop in sales due to oversupply [2]. Group 2: Innovative Solutions - Shan Liang created a new media account named "Zhu Cun Ren" to leverage live streaming for selling pears, which quickly gained popularity, with the first video reaching over 100,000 views and increasing followers from 200 to 2,000 [5][4]. - The live streaming initiative led to the sale of 80,000 pounds of pears over a 40-day period, demonstrating the effectiveness of modern marketing techniques in addressing local agricultural challenges [5]. Group 3: Infrastructure Development - A critical issue identified was the poor infrastructure, particularly the lack of proper roads, which resulted in a 20% damage rate during pear transportation [8]. - After overcoming bureaucratic hurdles, a 2,123-meter concrete road was constructed, significantly reducing transportation damage to 3% and saving villagers over 200,000 yuan annually [9]. Group 4: Community Support and Engagement - Shan Liang initiated various community support programs, including free haircuts for the elderly and assistance for disabled veterans, fostering a sense of community and support among villagers [12][14]. - The establishment of a "micro-party class" allowed for better engagement of local party members, increasing participation and awareness of agricultural policies and community issues [13]. Group 5: Future Aspirations - Shan Liang aims to further develop the pear industry and promote rural tourism, with plans to create a popular destination while enhancing the cultural atmosphere in the village [19]. - The focus on sustainable practices and community involvement is expected to lay a solid foundation for future growth in the local agricultural sector [21].
海通证券晨报-20250710
Haitong Securities· 2025-07-10 06:37
Group 1 - The report highlights that government subsidies stimulated sales in Q2, leading to continued positive revenue growth. The competitive landscape in the small home appliance sector has improved, driving profit recovery, while leading players in the major appliance sector are helping to concentrate market share, suggesting an increase in holdings [2][29]. - The report recommends focusing on two main investment lines: 1) The improvement in the competitive landscape of small home appliances brings profit elasticity, particularly in the vacuum cleaner sector, which has high growth potential and low penetration rates. The kitchen small appliances sector is gradually returning to growth after two years of decline, with a significant increase in sales during the 618 shopping festival [2][29]. - The report indicates that leading brands in the white goods sector are dominating the current price competition, leading to increased industry concentration. The export performance of major appliance manufacturers is expected to gradually recover as uncertainties around tariff policies are clarified [3][31]. Group 2 - The company Salted Fish's differentiated product, the konjac sauce, achieved over 100 million in monthly sales within 16 months, setting a record for the fastest-selling snack product. The konjac snack segment is still in a high-growth phase, supported by a strong supply chain and channel capabilities [7][8]. - The company is expanding its overseas market presence with its own brand "Mowon," developing localized products based on local tastes, which is expected to drive growth in international markets [8][9]. - The report maintains an "increase holdings" rating for the company, projecting EPS of 2.99, 3.73, and 4.63 for 2025-2027, with a target price of 100.00 yuan based on strong performance in konjac products [7][8].
“三好五减”技术助力桃产业升级
Xin Jing Bao· 2025-07-10 06:07
新京报讯据中国农业科学院网站消息,眼下,正值桃子成熟季节,在河南省卫辉市卫城合作社桃 园,"三好五减"优质高效项目基地的桃子饱满圆润,气味香甜。桃"三好五减"优质高效技术集成与示范 推广项目是中国农业科学院中原研究中心联合郑州果树研究所、植物保护研究所共同打造的创新成果。 该项目针对桃产业痛点,优选具有自主知识产权、品质优、抗蚜虫、免套袋的"三好"(好吃、好看、好 种)品种,从源头实现绿色省工栽培。同时集成"五减"技术(减水、减肥、减药、减人、减树),构建简约 高效的技术体系,推动桃产业从传统粗放式生产向绿色高质高效转型。前来考察的企业及种植户近距离 观察了"中桃金玉""中桃51"等抗蚜、免套袋新品种的生长状况,纷纷感叹科技对产业发展的强大驱动 力。 我国桃栽培面积已超1200万亩,年产1600多万吨。然而,传统桃产业面临严峻挑战,整形修剪、疏果套 袋等环节高度依赖人工,劳动力成本占总成本60%以上,严重制约桃产业升级。卫辉市卫城种植专业合 作社负责人对此深有体会:"以前疏果套袋全靠人工,一年到头挣不到几个钱。"如今,他的桃园引入中 国农业科学院郑州果树研究所培育的抗蚜虫免套袋品种"中桃51",配合3S高光效 ...
兴通股份多位股东拟“扎堆”减持,总套现或超2.4亿元,公司今年首季营、利“双降”
Shen Zhen Shang Bao· 2025-07-10 05:46
Core Viewpoint - The company Xingtong Co., Ltd. plans to reduce its share capital by a total of 15.75 million shares, accounting for 4.85% of its total share capital, due to personal financial needs of several shareholders, with an estimated cash amount exceeding 240 million yuan based on the stock price on July 9 [1][3]. Shareholder Information - Shareholder Wang Lianghua holds 16.8 million shares, representing 5.17% of the total share capital [2]. - Shareholder Hehai Chuangtou holds 30.24 million shares, representing 9.30% of the total share capital [2]. - Shareholder Chen Qinghong holds 370,000 shares, representing 0.11% of the total share capital, while his controlled entity, Shandong Riying Investment Co., Ltd., holds 4.984 million shares, representing 1.53% of the total share capital [2]. Reduction Plan Details - Wang Lianghua plans to reduce up to 4.2 million shares, accounting for 1.29% of the total share capital [3]. - Hehai Chuangtou plans to reduce up to 6.5 million shares, accounting for 2.00% of the total share capital [3]. - Chen Qinghong and his controlled entity plan to reduce a total of up to 5.05 million shares, accounting for 1.55% of the total share capital [3]. Business Overview - Xingtong Co., Ltd. primarily engages in the maritime transportation of global bulk liquid hazardous goods, including liquid chemicals, refined oil, and liquefied petroleum gas [3]. Financial Performance - For the year 2024, the company reported revenue of 1.51 billion yuan, a year-on-year increase of 22.4%, and a net profit attributable to shareholders of 350 million yuan, a year-on-year increase of 38.9% [3]. - The company's net profit excluding non-recurring items was 338 million yuan, a year-on-year increase of 42.6%, with a net operating cash flow of 558 million yuan, a year-on-year increase of 7.0% [3]. - In the first quarter of 2025, the company reported revenue of 382 million yuan, a year-on-year decrease of 0.8%, and a net profit attributable to shareholders of 73.77 million yuan, a year-on-year decrease of 4.8% [3]. - The net profit excluding non-recurring items for the first quarter of 2025 was 70.78 million yuan, a year-on-year decrease of 8.2%, with a net operating cash flow of 71.99 million yuan, a year-on-year decrease of 46.8% [3].