根据公告披露，为确保整合方案成熟制定、稳妥推进，充分保障上市公司及其全体股东利益，基于对当 前实际情况的审慎分析，兵器工业集团拟延期5年履行前述解决同业竞争的承诺，即承诺到期日由2025 年12月25日延期至2030年12月25日，兵器工业集团将持续积极统筹协调各方，尽早解决同业竞争。 在国家民爆行业重组整合产业政策要求下，江南化工对于控股股东资产的收购是加快行业并购整合战略 的重要方面，与此同时，公司近年来对集团外民爆资产也保持着较快整合节奏。 11月10日，公司宣布通过公开摘牌方式成功竞得重庆顺安爆破器材有限公司100%股权，为公司打造西 南地区民爆板块布局提供重要支撑。就在12月5日，公司还宣布拟以公开摘牌方式参与抚顺矿业集团有 限责任公司十一厂乳化炸药生产线及其附带18000吨乳化炸药资产（产能）转让项目，公司通过本次交 易巩固民爆产业国内领先优势，强化辽宁区域布局与市场竞争力。 12月5日，江南化工(002226)发布公告称，公司拟以现金方式收购北方特种能源集团有限公司（下称"特 能集团"）持有的庆华民爆100%股份，交易金额确定为6.45亿元。本次交易构成关联交易，但不构成重 大资产重组。 此次交 ...

格隆汇12月5日丨江南化工(002226.SZ)公布，公司拟以公开摘牌方式参与抚顺矿业集团有限责任公司十 一厂（简称"抚矿十一厂"）乳化炸药生产线及其附带18,000吨乳化炸药资产（产能）转让项目（简 称"民爆资产转让项目"或"本项目"），转让底价为含税价14,629.42万元，最终金额以竞价结果确定。本 项目与抚矿十一厂出租的92项房屋建筑物及构筑物、41项附属设备整体出租项目（简称"出租项目"）2 宗项目整体捆绑交易，单独参与其中一宗项目视为无效报名。 ...

每经AI快讯，江南化工（SZ 002226，收盘价：6.35元）12月5日晚间发布公告称，抚矿十一厂隶属于抚 顺矿业集团有限责任公司，位于辽宁省抚顺市东洲区平山北街7号，主要从事民用爆炸物品生产，道路 货物运输。公司拟以公开摘牌方式参与本次民爆资产转让项目与出租项目，其中民爆资产转让项目转让 底价为含税价约1.46亿元，出租项目出租底价为5299.5万元/十年，最终金额以竞价结果确定。 2025年1至6月份，江南化工的营业收入构成为：民爆行业占比91.6%，风电行业占比7.86%，其他业务 占比0.53%。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 曾健辉） 截至发稿，江南化工市值为168亿元。 ...

格隆汇12月5日｜江南化工公告，公司拟以现金方式收购特能集团持有的庆华民爆100%股份，交易金额 为6.45亿元。本次交易构成关联交易，但不构成《上市公司重大资产重组管理办法》规定的上市公司重 大资产重组。本次交易已经公司第七届董事会第十次会议审议通过，尚需提交公司股东会审议批准，关 联股东将回避表决。 ...

江南化工公告，公司拟以公开摘牌方式参与抚顺矿业集团有限责任公司十一厂（抚矿十一厂）乳化炸药 生产线及其附带18000吨乳化炸药资产（产能）转让项目，转让底价为含税价1.46亿元，最终金额以竞 价结果确定。同时，公司还计划参与抚矿十一厂出租的92项房屋建筑物及构筑物、41项附属设备整体出 租项目，出租底价为5299.5万元/十年。本次交易不构成关联交易或重大资产重组，已在公司董事会决 策范围内，无需提交股东会审议。交易将在大连产权交易所公开进行，存在不确定性。 ...

Core Viewpoint - Guangdong, as China's largest economy and a vibrant capital market, is making significant strides in its capital market development during the "14th Five-Year Plan" period, with a focus on building a financial hub in the Greater Bay Area and enhancing the quality of listed companies and M&A activities [1]. Group 1: Financial Hub Development - The Greater Bay Area aims to become an "international financial hub" as outlined in the development plan, with various financial support policies implemented over the past six years [5]. - The "Cross-Border Wealth Management Connect" has seen participation from 169,800 investors by September 2025, marking a 34.4% increase, particularly a 57.3% rise in mainland investors [5]. - By September 2025, the net capital of securities firms in Guangdong reached 139.36 billion yuan, with total assets of 1.01 trillion yuan, reflecting significant growth since the end of 2020 [5]. Group 2: Investment Advisory and Private Equity - The development of investment advisory services is crucial for capital market reforms, with new institutions established in Guangzhou to support wealth management transitions [6]. - As of October 2025, private equity funds have invested in 10,351 projects in high-tech and startup companies in Guangdong, with a total investment of 554.55 billion yuan [6]. - The establishment of the Guangzhou Futures Exchange has enhanced the futures market's ability to serve the real economy, contributing to the formation of an influential "Guangzhou price" [8]. Group 3: Capital Infusion into New Productive Forces - Guangdong is focusing on forming new productive forces, with 143 new IPOs from January 2021 to October 2025, of which 135 are tech companies, accounting for 94.41% [10]. - The issuance of innovation bonds has increased, with 118 bonds issued, raising 88.68 billion yuan, and an annual growth rate exceeding 120% [10][11]. - R&D expenditures of listed companies in Guangdong reached 114.38 billion yuan in 2024, a 57.89% increase from 2020 [11]. Group 4: M&A Activity - Since the introduction of the "M&A Six Guidelines" in 2024, over 250 listed companies in Guangdong have engaged in M&A activities, with a total transaction volume exceeding 150 billion yuan [14]. - Notable M&A projects include TCL Technology's acquisitions of LG Guangzhou and Huaxing Semiconductor, enhancing Guangdong's position in the semiconductor and display industries [14]. - The Guangdong Securities Regulatory Bureau is actively supporting and guiding listed companies in M&A activities to leverage policy benefits for high-quality development [15].

Group 1: Economic and Market Development - Guangdong is China's largest economic province and a vibrant capital market region, with significant achievements during the "14th Five-Year Plan" period, including advancements in the Greater Bay Area financial hub and increased activity in mergers and acquisitions [1][2] - The construction of the Greater Bay Area financial hub has seen the implementation of various financial support policies, resulting in a notable increase in cross-border investment participation, with 169,800 individual investors involved by September 2025, a 34.4% increase from pre-trial levels [2] Group 2: Financial Institutions and Capital Market Strength - By September 2025, the net capital of securities firms in Guangdong reached 139.36 billion yuan, with total assets of 1.01 trillion yuan, reflecting significant growth of 33.13%, 90.83%, and 43.06% respectively since the end of 2020 [2] - The establishment of investment advisory institutions in Guangzhou aims to enhance wealth management transformation, with the first approved fund sales license for a consulting firm achieving over 400 million yuan in sales on its opening day [3] Group 3: Innovation and Technology Financing - From January 2021 to October 2025, Guangdong saw 143 new IPOs, with 135 being technology companies, accounting for 94.41% of the total, indicating a strong focus on supporting technological innovation [6] - The issuance of innovation bonds has increased, with 118 technology innovation bonds issued, raising 88.68 billion yuan, and an average issuance interest rate of 1.91%, lower than the market average [7] Group 4: Mergers and Acquisitions Activity - Since the introduction of the "Mergers and Acquisitions Six Guidelines" in 2024, over 250 listed companies in Guangdong have engaged in mergers and acquisitions, with transaction volumes exceeding 150 billion yuan [9] - Notable merger activities include TCL Technology's acquisition of LG Guangzhou and Huaxing Semiconductor, enhancing Guangdong's position in the semiconductor and display industries [9] Group 5: Regulatory Support and Future Outlook - The Guangdong Securities Regulatory Bureau is actively supporting the establishment of a merger and acquisition alliance and has created a database to improve efficiency in corporate acquisitions [10] - Future initiatives will focus on enhancing the capital market ecosystem to support innovation and technology-driven enterprises, aiming to align with Guangdong's economic and technological strengths [8]

Group 1: Economic Development in Guangdong - Guangdong is China's largest economic province and a vibrant capital market region, with significant achievements during the "14th Five-Year Plan" period, including advancements in the Greater Bay Area financial hub and increased activity in mergers and acquisitions [1] - The construction of the Greater Bay Area financial hub has been supported by various financial policies, leading to tangible results over the past six years [1] Group 2: Cross-Border Financial Initiatives - The "Cross-Border Wealth Management Connect" has seen participation from 169,800 individual investors by September 2025, with a notable 57.3% increase in mainland investors [2] - As of September 2025, Guangdong's securities companies reported a net capital of 139.36 billion yuan, total assets of 1.01 trillion yuan, and net assets of 180.58 billion yuan, reflecting significant growth since 2020 [2] Group 3: Investment Advisory and Wealth Management - The establishment of investment advisory institutions in Guangzhou aims to enhance the wealth management transformation of industry organizations, with support from the Guangdong Securities Regulatory Bureau [2] - The approval of E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd. marks a significant move for leading fund companies to expand their wealth management business [3] Group 4: Private Equity and Innovation - By October 2025, private equity funds had invested in 10,351 projects in high-tech and startup enterprises in Guangdong, with a total investment of 554.55 billion yuan, serving as a crucial source of innovation capital [3] - The establishment of the Guangzhou Futures Exchange has enhanced the futures market's ability to serve the real economy, contributing to the development of a complete futures industry chain [3][4] Group 5: Capital Market Support for Innovation - From January 2021 to October 2025, Guangdong saw 143 new IPOs, with 135 being technology companies, accounting for 94.41% of the total [6] - The issuance of innovation bonds has increased, with 118 innovation bonds issued, raising 88.68 billion yuan, reflecting a steady growth trend [6][7] Group 6: Mergers and Acquisitions Activity - Since the release of the "Six Merger Rules" in 2024, over 250 listed companies in Guangdong have engaged in mergers and acquisitions, with a total transaction volume exceeding 150 billion yuan [9] - Notable merger projects include TCL Technology's acquisition of LG Guangzhou and Huaxing Semiconductor, reinforcing Guangdong's position in the semiconductor and display industries [9] Group 7: Regulatory Support and Future Directions - The Guangdong Securities Regulatory Bureau is focused on building a capital market ecosystem that supports comprehensive innovation and aims to enhance the quality of listed companies [8][11] - Future initiatives will include supporting listed companies in technology innovation and industry upgrades, leveraging policy benefits to drive high-quality development [11]

此前11月1日，同德化工披露关于公司及全资子公司收到执行通知书的公告，案件处于执行阶段，上市公司及全资子公司所处的当事人地位为被执行人， 涉案金额为《执行通知书》中列明的执行标的11542889.2元，执行费用78942.88元。 案件详情显示，公司于2025年5月12日收到的《上海市浦东新区人民法院传票》等相关法律文书显示，上海市浦东新区人民法院受理的平安租赁诉讼公司 融资租赁合同纠纷一案将于2025年7月1日开庭审理。后经上海市浦东新区人民法院主持调解，公司与平安租赁自愿达成诉前调解。 值得注意的是，同德化工近日"状况不断"。据11月13日公告，公司全资子公司同德科创也被上海市浦东新区人民法院列入失信被执行人名单。 公开资料显示，山西同德化工股份有限公司是国家民爆行业的优势企业，公司于2006年改制为股份有限公司，2010年3月在深交所中小板上市。目前公司 从事的主要业务是民用炸药的研发、生产、销售（流通），以及为客户提供工程爆破的整体解决方案等相关服务。 业绩方面，同德化工在去年转亏0.72亿后，今年前三季度营收净利双降，公司实现营业收入3.31亿元，同比下降20.53%；归母净利润-993.7万元，同 ...

（文章来源：证券日报） 证券日报网讯 11月28日，保利联合在互动平台回答投资者提问时表示，"二连浩特口岸危化及危爆品国 际物流转运区"为公司控股股东旗下保利民爆公司建设。 ...