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强邦新材: 关于使用部分闲置募集资金购买理财产品的进展公告
Zheng Quan Zhi Xing· 2025-07-01 16:21
2025-029 证券代码:001279 证券简称:强邦新材 公告编号: 安徽强邦新材料股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 2.18% | 招商银行点金系列看 | 招商银行 | | --- | --- | | | 保本浮动 | | | 收益型 | | 性存款 | 支行 | 1.95% 二、审批程序 安徽强邦新材料股份有限公司(以下简称"公司"或"本公司")于2024年 日召开2024年第三次临时股东大会,审议通过《关于使用部分闲置募集资金进行 现金管理的议案》,同意公司在确保不影响募集资金投资项目建设使用及公司正 常生产经营的情况下,公司及子公司使用不超过人民币2.3亿元的暂时闲置募集 资金进行现金管理,使用期限自2024年第三次临时股东大会审议通过之日起12个 月,在上述额度和期限内,资金可循环滚动使用,具体内容详见公司于2024年11 月6日在巨潮资讯网(www.cninfo.com.cn)披露的《关于使用部分闲置募集资金 进行现金管理的公告》(公告编号:2024-009)。 近日,公司前次使用部分闲置募集资金购买的理财产品已有部 ...
突发!A股40亿市值公司实控人、董事长被留置!
第一财经· 2025-07-01 13:50
公开消息显示,江苏百川高科新材料股份有限公司成立于2002年7月,2010年8月在深交所挂牌上市。公司业务主要涉及精细化工、新材料和新能源三 大板块。 2025.07. 01 7月1日晚间,百川股份(002455.SZ,股价7.49元,市值44.51亿元)公告称,公司收到实际控制人、董事长郑铁江家属通知, 郑铁江被江阴市监察 委员会立案调查并实施留置。 目前,公司其他董事、监事和高级管理人员均正常履职,控制权未发生变化,日常经营管理由管理团队负责,生产经营 情况正常。 Wind数据显示,今日收盘,该股 涨0.13%,股价 报收7.49元。值得注意的是,截至一季度末, 郑铁江持有百川股份14.19%股份,为公司的第一大 股东。 | | | 分时 多日 1分 5分 15分 30分 60分 日 = | | | | | F9 盘前盘后 叠加 九转 画线 工具 ◎ 2 | | 早川股份 | | 002455 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | સ્ત્ર | 7.62 | | | | 002455[百 ...
百川股份董事长被实施留置 公司生产经营和日常管理正常
Zheng Quan Shi Bao Wang· 2025-07-01 13:30
Group 1 - The actual controller and chairman of Baichuan Co., Zheng Tiejiang, is under investigation and has been placed under detention by the Jiangyin Municipal Supervisory Committee [1] - Other board members and senior management are continuing their duties normally, and the company's control has not changed [1] - Baichuan Co. is monitoring the situation and will disclose information as required [1] Group 2 - In 2024, Baichuan Co. achieved operating revenue of 5.556 billion yuan, a year-on-year increase of 35.10%, and a net profit attributable to shareholders of 109 million yuan, up 123.31% [2] - In Q1 2025, the company reported operating revenue of 1.450 billion yuan, a 23.07% increase year-on-year, and a net profit of 42.216 million yuan, up 17.88% [2] - The company has conducted research on solid-state battery technology but is not currently producing solid-state batteries [2] - A project for producing 30,000 tons of graphite anode materials has been completed and is now in production, aligning with the company's strategic development plan [2]
北交所上市申报受理提速,审核问询聚焦创新、业绩
Di Yi Cai Jing· 2025-07-01 12:34
Group 1 - The core focus of the North Exchange's IPO review is on the innovation capabilities and competitive advantages of the companies applying for listing [1][4] - In the first half of the year, the North Exchange received a total of 115 IPO applications, an increase compared to the same period in the last three years [2][8] - The review process emphasizes the authenticity of performance and the intended use of raised funds, with specific inquiries into companies' claims of technological advancement [1][4] Group 2 - June was a peak month for IPO applications, with 97 applications received, accounting for over 80% of the total for the first half of the year [2] - The majority of the newly accepted IPO companies reported strong performance, with revenues generally exceeding 300 million and net profits over 60 million in the past year [2] - Out of the 115 companies, more than 80% (95 companies) are still in the acceptance stage, with 12 entering the inquiry phase [2][3] Group 3 - Companies are required to provide quantitative evidence for their claims of technological leadership and innovation [4] - Performance fluctuations are another key area of inquiry, with companies needing to explain any declines in revenue and net profit [5][6] - The North Exchange is particularly attentive to companies that have made significant cash distributions prior to listing, which could raise red flags during the review process [9] Group 4 - The North Exchange has established specific standards for evaluating the innovation attributes of IPO applicants, focusing on R&D intensity and investment [8] - The exchange has a negative list for companies that engage in practices like excessive pre-IPO cash dividends, which could lead to automatic rejection [9] - The evaluation of innovation is now a collaborative effort involving the exchange, local regulatory bodies, and intermediary institutions [8]
诺德股份跌停,上榜营业部合计净卖出621.60万元
Zheng Quan Shi Bao Wang· 2025-07-01 09:38
证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交2.89亿元,其中,买入成交额为1.41亿 元,卖出成交额为1.48亿元,合计净卖出621.60万元。 具体来看,今日上榜营业部中,第一大买入营业部为国信证券股份有限公司浙江互联网分公司,买入金 额为3657.94万元,第一大卖出营业部为长江证券股份有限公司上海福州路证券营业部,卖出金额为 3944.70万元。 近半年该股累计上榜龙虎榜10次,上榜次日股价平均涨6.23%,上榜后5日平均涨16.27%。 诺德股份(600110)今日跌停,全天换手率23.39%,成交额26.35亿元,振幅9.86%。龙虎榜数据显示,营 业部席位合计净卖出621.60万元。 上交所公开信息显示,当日该股因日跌幅偏离值达-10.40%上榜,营业部席位合计净卖出621.60万元。 卖一 长江证券股份有限公司上海福州路证券营业部 3944.70 | 卖二 | 招商证券股份有限公司上海娄山关路证券营业部 | 3535.48 | | --- | --- | --- | | 卖三 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业 | 2557.95 | | | 部 | | | 卖四 ...
固定收益:投资策略:转债市场研判及“十强转债”组合
Guoxin Securities· 2025-07-01 08:57
Market Overview - In June 2025, the stock market experienced an overall rise due to the easing of Middle Eastern tensions and multiple thematic catalysts, while bond market interest rates declined [4][7] - The average parity of convertible bonds reached a near-high level, with significant valuation increases for bond-like convertible bonds [5][7] - The China Securities Convertible Bond Index closed at 442.1 points on June 27, marking a 2.68% increase for the month [7] Convertible Bond Market Analysis - As of June 27, the arithmetic average parity of convertible bonds was 103.14 yuan, up 3.77% from the previous month, placing it in the 98th percentile since 2023 [7][23] - The average conversion premium rate for bonds in the price range of 90 to 125 yuan was 21.13%, also in the 48th percentile for 2023 [7][23] - The average yield to maturity (YTM) for bond-like convertible bonds fell below zero, indicating a shift in market sentiment [7][29] Recommended Convertible Bonds - The "Top Ten Convertible Bonds" for July 2025 include: - **Shenzhen Gas Convertible Bond (113067.SH)**: High balance and stable profitability, rated AAA [31][32] - **Hongcheng Convertible Bond (110077.SH)**: Stable operations and high dividend payout, rated AA+ [31][43] - **Weir Convertible Bond (113616.SH)**: Strong growth in consumer electronics and automotive sectors, rated AA+ [31][55] - **Jingce Convertible Bond (123176.SZ)**: Urgent need for domestic semiconductor testing equipment, rated AA- [31][66] - **Haoyuan Convertible Bond (118051.SH)**: Recovery trend in innovative drug development, rated AA- [31][79] - **Huakang Convertible Bond (111018.SH)**: Leading position in functional sugar alcohols, rated AA- [31][90] - **Bohai Convertible Bond (113069.SH)**: Steady growth in special alloy materials, rated AA [31][101] - **Dongcai Convertible Bond (113064.SH)**: Increased demand for high-frequency resin materials driven by AI server construction, rated AA [31][113] Industry Insights - The gas industry, represented by Shenzhen Gas, is experiencing steady growth in natural gas sales, with a 5.06% year-on-year increase in supply volume [36] - The environmental governance sector, led by Hongcheng Environment, shows stable revenue growth from water supply and treatment services, with a focus on expanding its business footprint [46] - The semiconductor industry, highlighted by Weir Group, is benefiting from increased demand in automotive electronics and consumer electronics, with significant revenue growth projected [58] - The healthcare sector, represented by Haoyuan Pharmaceutical, is positioned to capitalize on the recovery of innovative drug research and development [82]
第20届中博会闭幕 达成意向成交金额超千亿元
Zheng Quan Shi Bao Wang· 2025-07-01 00:47
2025年6月27日至30日,第20届中国国际中小企业博览会(简称"中博会")在广州成功举办。本届展会 以"加强合作,扩大交流,互利共赢,携手发展"为主题,由工信部主办,埃及中小微企业发展局、联合 国工业发展组织担任主宾方,广东省工业和信息化厅、广州市人民政府承办。展会规模约8万平方米, 总展位数超3500个,50多个国家(地区)和国际组织的超2000家企业参展;吸引全球超1300万人次线上 线下(300959)关注、参与。 据介绍,本届展会设7个展厅,包括主题展、专业展、配套活动和网上中博会,主题展包括国际展区、 港澳台展区、省区市专精特新展区。专业展包括制造业数字化转型专题展、工业设计展、智能穿戴与现 代钟表展、老字号企业展。 本届中博会举办首日,广东省委书记黄坤明,工信部党组书记、部长李乐成,广东省委副书记、省长王 伟中出席开幕式并在中博会展区巡馆调研。主宾方埃及展览和会议总局主席埃萨姆·埃尔·纳加尔、主宾 方联合国工业发展组织副总干事邹刺勇,以及柬埔寨工业和科技创新部国务秘书尼姆·克梅拉出席开幕 式并致辞。 本届展会上,还举办了60多场系列配套活动,并通过发布第三批中小企业数字化转型城市试点名单,启 ...
浙江华正新材料股份有限公司关于执行《企业搬迁货币补偿协议书》的进展公告
Shang Hai Zheng Quan Bao· 2025-06-30 20:08
转债代码:113639 转债简称:华正转债 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603186 证券简称:华正新材 公告编号2025-036 浙江华正新材料股份有限公司关于执行《企业搬迁货币补偿协议书》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个别及连带责任。 一、搬迁事项情况概述 因杭州市余杭区城市发展和规划建设需要,杭州市余杭区人民政府余杭街道办事处对公司坐落于杭州市 余杭区余杭街道华一路2号的部分土地、房屋实施搬迁,建筑面积总计33,044.57平方米,总计补偿补助 金额为人民币300,589,768元。该事项已经公司召开的第五届董事会第十三次会议、第五届监事会第十次 会议和公司2025年第一次临时股东大会审议通过。详细内容见公司于2025年1月17日和2025年2月11日在 上海证券交易所网站 (www.sse.com.cn) 及指定信息披露媒体上披露的《浙江华正新材料股份有限公司关 于拟签署〈企业搬迁货币补偿协议书〉的公告》(公告编号:2025-005)、《浙江华正新材料股份有限 公司20 ...
楚江新材: 2025年第二次临时股东大会决议公告
Zheng Quan Zhi Xing· 2025-06-30 16:33
Meeting Overview - The meeting was held on June 30, 2025, at 15:30, with online voting available from 9:15 to 15:00 on the same day [1][2] - A total of 268 shareholders attended, representing 740,839,278 shares, which is 50.1034% of the total voting shares [1][2] Attendance Details - Among the attendees, 4 shareholders were present at the venue, representing 410,632,995 shares (27.7713% of total voting shares) [1] - 264 shareholders participated via online voting, representing 330,206,283 shares (22.3320% of total voting shares) [2] Resolutions Passed - The following resolutions were approved during the meeting: 1. Change of registered capital and amendment of the Articles of Association, with 99.2069% approval [3] 2. Revision of the Rules of Procedure for Shareholders' Meetings, with 99.0953% approval [4] 3. Revision of the Rules of Procedure for Board Meetings, with 99.0951% approval [5] 4. Revision of the Independent Director Work System, with 99.2056% approval [6] 5. Establishment of the Director Resignation Management System, with 99.9813% approval [6] 6. Election of non-independent directors for the seventh board, with 97.3431% approval [7] 7. Election of independent directors for the seventh board, with 97.0173% approval [8][9] Legal Opinion - The legal opinion provided by Anhui Tianhe Law Firm confirmed that the meeting's procedures and resolutions were in compliance with relevant laws and regulations, making them valid and effective [9]
建龙微纳: 洛阳建龙微纳新材料股份有限公司相关债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-30 16:25
Core Viewpoint - The credit rating agency has assigned a stable credit rating of AA- to Luoyang Jianlong Micro-Nano New Materials Co., Ltd, reflecting its strong position in the molecular sieve industry and its comprehensive industry chain advantages [3][5][19]. Company Overview - Luoyang Jianlong Micro-Nano New Materials Co., Ltd is a leading domestic enterprise in the molecular sieve sector, possessing a complete industry chain that includes raw powder, activated powder, and formed molecular sieves [5][11]. - The company has a total asset value of 29.58 billion yuan and equity attributable to shareholders of 18.21 billion yuan as of the latest reporting period [3][4]. Financial Performance - The company reported a revenue of 7.79 billion yuan in 2024, a decrease of 19.90% year-on-year, with a net profit of 0.25 billion yuan [4][16]. - In the first quarter of 2025, the revenue was 1.78 billion yuan, down 7.39% compared to the same period in 2024 [5][16]. - The gross profit margin for the company was 30.37% in the first quarter of 2025, showing a slight recovery from 28.35% in 2024 [16]. Market Dynamics - The molecular sieve industry is experiencing pressure due to adjustments in downstream industries, particularly in gas separation and healthcare sectors, which have seen reduced demand [5][16]. - The company is actively exploring new markets in petrochemicals, renewable energy, and resource recovery to mitigate the impact of declining traditional business areas [5][17]. Production Capacity and Risks - The company plans to increase its production capacity of formed molecular sieves by 1.60 million tons over the next two years, representing a growth of 28.57% compared to the end of 2024 [7][19]. - There are concerns regarding capacity digestion risks due to the anticipated decline in revenue and the potential delay in the commissioning of new projects [6][19]. Competitive Landscape - The molecular sieve market is characterized by high technical barriers, with international giants dominating the high-end market, while domestic companies are gradually breaking through in the catalyst field [13][14]. - Luoyang Jianlong Micro-Nano is positioned as a leader in the industry but faces challenges in brand influence and comprehensive strength compared to international competitors [15][19]. Raw Material Costs - The cost structure of the company is heavily influenced by raw material prices, which have seen a decline in recent periods, alleviating some cost pressures [20][21]. - The main raw materials include sodium hydroxide, solid sodium silicate, and lithium salts, with significant price reductions observed in 2024 [20][21].