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湖南建工集团子公司因涉嫌串通投标被暂停全军采购资格
Qi Lu Wan Bao· 2025-09-04 01:25
近日,国防科技大学管理保障部发布供应商处理公告,湖南省第三工程有限公司因涉嫌串通投标行为,自2025年9月3日起被暂停参加 全军物资工程服务采购活动资格。 产经新闻爆料电话:0531-85196566 根据军方供应商管理规定,该企业统一社会信用代码为91430300184685082Y,注册地址为湖南省湘潭市岳塘区书院路36号。处理决定 显示,该企业违规行为发生在集中采购过程中,暂停效力范围覆盖全军所有单位。 公开资料显示,湖南省第三工程有限公司是一家有着70年光辉历程的省属国企,隶属于湖南建工集团,拥有中国建筑工程施工总承包 特级资质,是一家以土建施工为主,集水电安装、智能化、装饰装修、物业管理等业务于一体的大型投融建管营集成服务商。 ...
上海浦东建设股份有限公司重大项目中标公告
证券代码:600284 证券简称:浦东建设 公告编号:临2025-029 上海浦东建设股份有限公司重大项目中标公告 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任。 近日,上海浦东建设股份有限公司的子公司上海市浦东新区建设(集团)有限公司、上海浦东路桥(集 团)有限公司、上海南汇建工建设(集团)有限公司和上海浦东建筑设计研究院有限公司中标多项重大 项目,中标金额总计为人民币127,123.45万元,具体情况如下: 金额单位:人民币万元 ■■ 特此公告。 上海浦东建设股份有限公司 董事会 二〇二五年九月四日 ...
宏润建设: 回购报告书
Zheng Quan Zhi Xing· 2025-09-03 16:21
Group 1 - The company plans to repurchase its A-shares with a total fund of no less than RMB 150 million and no more than RMB 300 million within 12 months from the board's approval date [1][2] - The repurchase aims to enhance investor confidence, improve long-term investment value, and support employee incentive plans [2][7] - The maximum repurchase price will not exceed 150% of the average trading price over the last 30 trading days prior to the board's decision [3][4] Group 2 - The repurchase will be funded through self-raised funds and a special loan of up to RMB 270 million from a bank, with a loan term not exceeding 36 months [5][12] - The estimated number of shares to be repurchased ranges from 16,666,666 to 33,333,332, representing approximately 1.35% to 2.69% of the total issued shares [4][6] - The company has established a dedicated securities account for the repurchase of shares [12] Group 3 - The management believes that the repurchase will not adversely affect the company's operational, financial, or debt repayment capabilities [7][8] - The company will disclose the progress of the repurchase in accordance with relevant regulations, including the results and any changes to the plan [12][13] - The board has authorized the management to handle all matters related to the repurchase within the legal framework [10][11]
美丽生态:关于控股子公司公路工程施工专业分包合同的进展公告
Zheng Quan Ri Bao· 2025-09-03 13:12
证券日报网讯 9月3日晚间,美丽生态发布公告称,2020年4月份,公司控股子公司福建美丽生态建设集 团有限公司(简称"美丽生态建设")与云南省建设投资控股集团有限公司签署了《公路工程施工专业分 包合同》。近日,合作双方签署了《合同解除协议书》,经双方友好协商,美丽生态建设不再继续承担 原合同约定的施工任务。截至合同解除日,该项目暂结算375,887,566.6元,剩余工程量目前正在逐 步结算中。 (文章来源:证券日报) ...
A股公告精选 | 换股方案出炉:1股中国重工换0.1339股中国船舶
智通财经网· 2025-09-03 13:05
Group 1 - China Shipbuilding Industry Corporation announced that China Heavy Industry's stock will be delisted on September 5, 2025, with a conversion ratio of 1:0.1339, meaning each share of China Heavy Industry will convert to 0.1339 shares of China Shipbuilding [1] - After delisting, shareholders of China Heavy Industry will not see their A-shares until they are converted to A-shares of China Shipbuilding and the related listing procedures are completed [1] - China Shipbuilding will continue to distribute any cash dividends that were declared but not collected due to freezing or other reasons before the delisting of China Heavy Industry [1] Group 2 - Robotech announced that its subsidiary ficonTEC signed a contract worth approximately €946.50 million for an automated silicon photonics packaging line, which represents over 7.11% of the company's audited revenue for 2024 [2] - The contract is expected to positively impact the company's operating performance for the current and future years [2] - The fulfillment of the contract may be affected by unpredictable factors such as policies and market conditions [2] Group 3 - Dechang Environmental announced a delay of no more than five trading days in responding to an inquiry from the Shanghai Stock Exchange regarding the acquisition of a 40% stake in Huaxin Environmental by its controlling subsidiary [3] - The company is actively organizing a review to ensure an accurate and complete response [3] - Dechang Environmental is committed to fulfilling its information disclosure obligations and aims to expedite the response process [3] Group 4 - Pudong Construction's subsidiary won multiple major projects totaling 1.271 billion yuan [6] - Jindi Group reported a contract signing amount of 2.22 billion yuan in August, a year-on-year decrease of 58.89% [7] - Changyuan Power's electricity generation in August was 3.771 billion kWh, a year-on-year decrease of 6.03% [7] - Hainan Rubber expects a reduction of approximately 0.25 million tons in dry rubber production due to Typhoon "Jianyu" [7] Group 5 - Yema Battery's shareholders plan to collectively reduce their holdings by no more than 3% of the company's shares [7] - Polymeric Control's actual controller and concerted actors plan to reduce their holdings by no more than 3% of the company's shares [7] - Zhichun Technology's controlling shareholder and its concerted actors plan to reduce their holdings by no more than 2.346% of the company's shares [7] - Shapu Aisi's shareholder Chen Dekang plans to reduce his holdings by no more than 2% of the company's shares [7]
供应链类资产支持证券产品报告(2025 年半年度):产品发行回暖,发行主体扩容,发行利率下行,市场活跃度提升
Zhong Cheng Xin Guo Ji· 2025-09-03 11:53
1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report In the first half of 2025, the issuance volume of innovative multi-core enterprise combination mode products and external credit enhancement products increased significantly. Financial institutions such as guarantee companies and commercial banks played the role of a link between fund demanders and providers, expanding the service scope of supply chain asset - backed securities products. The number of core enterprises participating in product issuance increased significantly, and the covered regions and industries also broadened. Meanwhile, against the backdrop of the deep - seated market - oriented operation transformation of local state - owned enterprises, the prominent demand for working capital reduction in the construction industry, and the significant increase in the trading activity of the ABS market, the utility of supply chain asset - backed securities products in asset revitalization became prominent. The market issuance recovered significantly, the product term design tended to be long - term, and the issuance interest rate continued the downward trend [61]. 3. Summary According to the Directory 3.1 Issuance Situation - In the first half of 2025, 137 supply chain - related asset - backed securitization products were issued in the exchange market, with a total issuance scale of 69.801 billion yuan, a year - on - year increase of 35 units and 35.24% in scale. The products accounted for 11.25% of the total issuance scale of enterprise asset - backed securitization products in the exchange market during the same period, a year - on - year increase of 0.22 percentage points [3][4]. - In terms of issuance venues, 104 products were issued on the Shanghai Stock Exchange, with a scale of 57.58 billion yuan, accounting for 82.49%; 33 products were issued on the Shenzhen Stock Exchange, with a scale of 12.221 billion yuan, accounting for 17.51% [6]. - In terms of product issuance scale distribution, 130 products had a single - product issuance scale of 1 billion yuan or less, with a total scale of 59.45 billion yuan, accounting for 85.17% [8]. - In terms of product term distribution, products with an expected term of more than 1 year had a significant increase in issuance volume and scale, with the number of issuance units increasing by 47 and the scale increasing by 132.03% year - on - year [10]. - In terms of initial credit rating distribution, AAAsf - rated securities had a total issuance scale of 54.854 billion yuan, accounting for 78.59%, and AA + sf - rated securities had a scale of 14.63 billion yuan, accounting for 20.96% [11]. - The average issuance interest rate of AAAsf - rated supply chain - related asset - backed securities with a term of about 1 year was 2.20%, and the median was 2.10%, down 49BP and 54BP year - on - year respectively [3][13]. - The average issuance spread based on the 1 - year Treasury bond yield as a benchmark narrowed compared with the same period of the previous year, and the average spread based on the 1 - year corporate bond yield was basically the same as the previous year [18]. 3.2 Core Enterprise Analysis - In the first half of 2025, 122 single - core enterprise products involved 70 core enterprises, with a scale of 63.809 billion yuan, accounting for 91.42%; 15 innovative multi - core enterprise combination products involved 64 core enterprises, with a scale of 5.992 billion yuan, accounting for 8.58%. The number of core enterprises increased significantly year - on - year [24][25]. - In terms of enterprise nature, 122 single - core enterprise products involved 68 state - owned enterprises and 2 private enterprises, with corresponding issuance scales of 55.86 billion yuan and 7.949 billion yuan respectively. The number of state - owned enterprises increased by 21 year - on - year, and the number of private enterprises decreased by 2 [29]. - In terms of regional distribution, single - core enterprise products involved 18 regions, with broader coverage. The top three regions, Beijing, Guangdong, and Shandong, had a total issuance amount of 31.283 billion yuan, accounting for 49.03% [30]. - In terms of industry distribution, single - core enterprise products involved 14 industries, with broader coverage. The infrastructure investment and financing, construction, real estate, and trade industries still led in terms of issuance scale. The issuance scale of the construction industry increased by 30.51% year - on - year, and that of the infrastructure investment and financing industry increased by 104.69% year - on - year [33]. - In terms of public credit ratings, core enterprises of single - core enterprise products were mainly rated AAA and AA +, with a corresponding issuance scale of 61.279 billion yuan, accounting for 96.04% [37]. 3.3 Original Equity Holder Situation - In the first half of 2025, 30 original equity holders or their agents were involved, all of which were factoring companies. The top five original equity holders had a total issuance scale of 47.954 billion yuan, accounting for 68.70% [40]. - 21 factoring companies had no affiliated relationship with the core enterprises of their issued products, with 105 issuance units and a scale of 52.263 billion yuan, accounting for 74.87%; 9 factoring companies had an affiliated relationship, with 32 issuance units and a scale of 17.538 billion yuan, accounting for 25.13% [45]. 3.4 Product Structure Design - In terms of sub - level securities setting, 121 products had a sub - level scale ratio between 0% (excluding) and 2% (including), with a corresponding issuance scale of 65.157 billion yuan, accounting for 93.35% [48]. - In terms of credit enhancement arrangements, 128 products were fully credit - enhanced, with a scale of 64.632 billion yuan; 4 products were single - debtor non - credit - enhanced, with a scale of 1.953 billion yuan; 5 products were multi - debtor non - credit - enhanced or partially credit - enhanced, with a scale of 3.216 billion yuan. The scale of fully credit - enhanced products increased by 42.89% year - on - year [50]. - 113 products had core enterprises or their affiliated companies as credit enhancement subjects, with a scale of 61.281 billion yuan, a year - on - year increase of 30.19%; 19 products had external guarantee companies and/or banks as credit enhancement subjects, with a scale of 5.951 billion yuan, a year - on - year increase of 244.39% [53]. 3.5 Filing, Secondary Market Trading, and Maturity Situation - In the first half of 2025, 139 supply chain - related asset - backed special plans were filed with the Asset Management Association of China, with a total scale of 77.576 billion yuan, a year - on - year increase of 34 units and 37.73% in scale [55]. - In the secondary market, supply chain - related asset - backed securities had 2,528 transactions, with a total scale of 49.509 billion yuan, accounting for 9.93% of the total trading scale of enterprise asset - backed securities in the current year. The number of transactions increased by 1,070, and the scale increased by 75.31% year - on - year [57]. - In the second half of 2025, 242 outstanding supply chain - related asset - backed securities were expected to mature, with a total maturity scale of 57.688 billion yuan, accounting for 18.66% of the total scale of all maturing asset - backed securities during the same period [58].
胜遇信用日报-20250903
Si Lu Hai Yang· 2025-09-03 11:35
Report Summary Company Events - **New Borrowings**: - As of the end of Q2 2025, China Railway Construction Investment Group Co., Ltd. had a new borrowing balance of 20.464 billion yuan, accounting for 51.61% of the net assets at the end of the previous year [2]. - As of June 30, 2025, China Railway Construction Corporation Limited had a cumulative new borrowing of 116.674 billion yuan, accounting for 27.61% of the net assets at the end of 2024 [2]. - As of the end of the second quarter, Shaanxi Financial Holding Group Co., Ltd. had a new borrowing balance of 4.015 billion yuan, accounting for 24.60% of the net assets at the end of the previous year [2]. - As of June 30, 2025, Pinghu State - owned Assets Holding Group Co., Ltd. had a cumulative new borrowing of 11.872 billion yuan, accounting for 31.70% of the net assets of 37.449 billion yuan at the end of 2024 [2]. - **External Guarantee Growth**: - As of the end of June 2025, the external guarantee balance of Suqian Canal Port Area Development Group Co., Ltd. was 5.5789083 billion yuan, with a new increase of 1.8564613 billion yuan compared to the end of 2024, and the new external guarantee balance in the first half of 2025 accounted for 37.02% of the audited net assets at the end of 2024 [2]. - As of June 30, 2025, the single - household guarantee balance of Chengdu Xingjin Urban Construction Investment Co., Ltd. for Chengdu Xingjin Construction Investment Group Co., Ltd. reached 6.2865 billion yuan, accounting for 88.16% of the net assets at the end of the previous year [2]. - **New Bond Issuance**: On September 2, Fosun International planned to issue 4NC2.5 - term, RegS senior unsecured notes with an expected upper - limit scale of 400 million US dollars, to be priced as soon as today, with an initial price guidance in the 7.2% area, and planned to be listed on the Singapore Exchange [2]. - **Asset Transfer**: - Shaoxing State - owned Capital Operation Co., Ltd. planned to transfer 49% of the equity of Shaoxing Public Utilities Group Co., Ltd. and 18.39% of the equity of Shaoxing Cultural Tourism Group Co., Ltd. for free, accounting for 35.82% of the net assets in the consolidated statement for the same period. It was also planned that Shaoxing State - owned Assets Control Group Co., Ltd. would absorb and merge Shaoxing State - owned Capital Operation Co., Ltd. [2]. - Chang'an Huitong Group Co., Ltd. planned to transfer 30.3414% of the equity of Shaanxi Chang'an Huitong Financial Leasing Co., Ltd. to its wholly - owned subsidiary Qinchuangyuan Science and Technology Innovation Investment Co., Ltd. for free, which did not involve a change in the scope of the consolidated statements and had no significant impact on the company's main financial indicators [2]. - **Credit Rating Changes**: - Xiamen Tungsten Co., Ltd.'s long - term credit rating of the company's main body was upgraded from AA+ to AAA, and the rating outlook was stable [2][3]. - Moody's confirmed the "Ba2" corporate family rating of CITIC Resources Holdings Limited and adjusted the rating outlook from "stable" to "negative" [3]. Report Industry Investment Rating No information provided. Report's Core View No information provided.
美丽生态:项目合同解除
Xin Lang Cai Jing· 2025-09-03 11:17
Core Viewpoint - The company announced the termination of a subcontract for road engineering with Yunnan Construction Investment Holding Group, which will not significantly impact its financial status or operating performance for the current year [1] Group 1 - The subcontract was for road engineering construction and has been officially terminated [1] - As of the termination date, the project has been settled for 376 million yuan, with remaining work being gradually settled [1] - The termination of the cooperation is not expected to have a major effect on the company's financial condition or operational results for the year [1]
爱得威建设集团发布中期业绩,净亏损1687.1万元 同比增加98.16%
Zhi Tong Cai Jing· 2025-09-03 09:55
公告称,收益提升主要是由于合约价值增加。 爱得威建设集团(06189)发布截至2025年6月30日止6个月的中期业绩,该集团取得收益人民币84万元(单 位下同),同比增加326%;期内亏损1687.1万元,同比增加98.16%;每股亏损0.07元。 ...
爱得威建设集团(06189.HK):中期股东应占亏损为1687.1万元
Ge Long Hui· 2025-09-03 09:50
格隆汇9月3日丨爱得威建设集团(06189.HK)发布公告,截至2025年6月30日止六个月,收益为84万元人 民币,上年同期为19.7万元人民币;毛利为2.4万元人民币,上年同期为9.3万元人民币;公司拥有人应 占亏损为1687.1万元人民币,上年同期公司拥有人应占亏损为851.4万元人民币;基本及摊薄每股亏损人 民币0.07元。 ...