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监管出手!锂电大牛股多名高管遭警示
Zhong Guo Ji Jin Bao· 2026-01-15 15:21
一是2023年度对子公司江苏新泰材料科技有限公司、2024年度对子公司常熟市誉翔贸易有限公司的商誉减值测试不规范。 二是公司及子公司常熟新特化工有限公司2023年9月至2024年12月未恰当计提销售人员及管理人员薪酬。 【导读】天际股份涉嫌多项违规,公司董事长、董秘及财务总监集体被警示 1月15日,天际股份发布公告称,公司收到中国证监会广东监管局《关于对天际新能源科技股份有限公司采取责令改正措施并对吴锡盾、杨志轩、郑文龙 采取出具警示函措施的决定》和深圳证券交易所出具的《关于对天际新能源科技股份有限公司、吴锡盾、杨志轩、郑文龙的监管函》。 据公告,天际股份存在以下违规行为: 三是公司2023年9月至2025年8月向非关联方提供的财务资助未按规定履行相关审议程序和信息披露义务。 广东证监局决定对天际股份采取责令改正的行政监管措施,对天际股份董事长兼总经理吴锡盾、财务总监杨志轩、董事会秘书郑文龙采取出具警示函的行 政监管措施。 其中,六氟磷酸锂是锂电池电解液的关键原料。2025年上半年,天际股份六氟磷酸锂产品收入为7.18亿元,占总营收的67.27%。 同日晚间,天际股份披露2025年业绩预告,公司去年业绩实现扭 ...
三美股份:2025年净利润同比预增155.66%—176.11%
人民财讯1月15日电,三美股份(603379)1月15日公告,公司预计2025年度实现归属于上市公司股东的 净利润为19.9亿元到21.5亿元,同比增长155.66%到176.11%。报告期内,公司氟制冷剂产品均价同比大 幅上涨,营业收入及毛利率水平同步增长,盈利能力稳步提升。 ...
三美股份(603379.SH)发预增,预计2025年归母净利润19.9亿元到21.5亿元,同比增长155.66%到176.11%
智通财经网· 2026-01-15 08:17
2025年,第二代氟制冷剂(HCFCs)生产配额进一步削减,第三代氟制冷剂(HFCs)继续实行生产配额管 理,竞争格局持续优化,主流制冷剂品种的下游需求稳步增长,市场价格稳步上行。报告期内,公司氟 制冷剂产品均价同比大幅上涨,营业收入及毛利率水平同步增长,盈利能力稳步提升。 智通财经APP讯,三美股份(603379.SH)发布公告,公司预计2025年年度实现归属于上市公司股东的净 利润为19.9亿元到21.5亿元,同比增长155.66%到176.11%。 ...
三美股份(603379.SH):预计2025年净利润同比增长155.66%到176.11%
Ge Long Hui A P P· 2026-01-15 08:00
Core Viewpoint - Sanmei Co., Ltd. (603379.SH) expects a significant increase in net profit for the year 2025, projecting a range of CNY 1.99 billion to CNY 2.15 billion, representing a year-on-year growth of 155.66% to 176.11% [1] Financial Performance - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses to be between CNY 1.975 billion and CNY 2.134 billion, indicating a year-on-year increase of 163.82% to 185.09% [1] - The average price of fluorinated refrigerants has significantly increased year-on-year, contributing to a rise in operating revenue and gross profit margin, thereby enhancing profitability [1] Industry Outlook - In 2025, the production quota for second-generation fluorinated refrigerants (HCFCs) will be further reduced, while the third-generation fluorinated refrigerants (HFCs) will continue to be managed under production quotas, leading to an optimized competitive landscape [1] - The steady growth in downstream demand for mainstream refrigerant varieties is expected to support a gradual increase in market prices [1]
三美股份:2025年全年净利润同比预增155.66%—176.11%
21智讯1月15日电,三美股份公告,预计2025年全年归属于上市公司股东的净利润为19.90亿元—21.50亿 元,同比预增155.66%—176.11%;预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为19.75亿元—21.34亿元,同比预增163.82%—185.09%;主要变动原因为:2025年,第二代氟制冷剂 (HCFCs)生产配额进一步削减,第三代氟制冷剂(HFCs)继续实行生产配额管理,竞争格局持续优 化,主流制冷剂品种的下游需求稳步增长,市场价格稳步上行。报告期内,公司氟制冷剂产品均价同比 大幅上涨,营业收入及毛利率水平同步增长,盈利能力稳步提升。预计公司2025年年度非经常性损益金 额为1,570.00万元,主要包括政府补助、投资收益、资产处置损益等。预计非经常性损益合计比上年同 期将减少1,434.04万元。 ...
三美股份:2025年净利同比预增155.66%~176.11%
Mei Ri Jing Ji Xin Wen· 2026-01-15 07:45
每经AI快讯,1月15日,三美股份(603379)(603379.SH)发布2025年度业绩预告,预计归属于上市公司 股东的净利润为19.90亿元~21.50亿元,与上年同期相比增加12.12亿元~13.71亿元,同比增长 155.66%~176.11%。2025年,第二代氟制冷剂(HCFCs)生产配额进一步削减,第三代氟制冷剂(HFCs)继 续实行生产配额管理,竞争格局持续优化,主流制冷剂品种的下游需求稳步增长,市场价格稳步上行。 报告期内,公司氟制冷剂产品均价同比大幅上涨,营业收入及毛利率水平同步增长,盈利能力稳步提 升。 ...
氟化工指数盘中涨2%,成分股多数飘红
Mei Ri Jing Ji Xin Wen· 2026-01-15 03:35
(文章来源:每日经济新闻) 每经AI快讯,1月15日,氟化工指数盘中涨2%,成分股多数飘红,资金面呈现积极态势。永太科技领 涨,涨幅达5%,多氟多、永和股份、巨化股份、晶瑞电材等个股跟涨。 ...
向日葵被立案调查重组终止,兮璞材料收购“沉睡工厂”竹篮打水
Feng Huang Wang· 2026-01-15 02:03
Core Viewpoint - The company Sunflower (300111.SZ) has faced significant backlash from investors due to its termination of a restructuring plan following an investigation by the China Securities Regulatory Commission (CSRC) for alleged violations of information disclosure, highlighting the regulatory body's zero-tolerance stance towards misleading restructuring practices [1][2]. Group 1: Investigation and Termination of Restructuring - Sunflower was investigated by the CSRC for information disclosure violations, leading to the termination of its restructuring plan [1][2]. - The CSRC's actions reflect a commitment to maintaining order in the mergers and acquisitions market and protecting the interests of small investors [1]. - Following the investigation, Sunflower's stock price dropped by 10%, making it the second-largest decline in the Shenzhen market on that day [1]. Group 2: Allegations Against Xipu Materials - Xipu Materials, a key player in the restructuring, was accused of concealing its production capacity and engaging in hidden related-party transactions [2]. - The company had not disclosed its acquisition of Jiangsu Fumait Materials Technology Co., Ltd., which had been dormant for three years [3][4]. - The acquisition was made for 80 million yuan, but the factory has not been operational, raising concerns about the validity of the asset being acquired [4][5]. Group 3: Operational Status of Jiangsu Fumait - Jiangsu Fumait has been non-operational for nearly three years, with its production licenses expired, indicating a significant barrier to resuming operations [10][12]. - The company requires extensive repairs and regulatory approvals to restart production, which is a complex process involving specialized expertise [11]. - The lack of operational capacity and personnel at Jiangsu Fumait raises doubts about the feasibility of its revival as a productive asset [12]. Group 4: Market Implications - The termination of the restructuring plan and the investigation into Sunflower and Xipu Materials have left investors with significant concerns regarding their rights and the future of their investments [15]. - The situation underscores the challenges of "patchwork" restructuring efforts that do not meet regulatory standards, which could deter future mergers and acquisitions in the sector [14].
“沉睡工厂”未唤醒,收购方已梦碎!向日葵重组终止,兮璞材料竹篮打水
财联社· 2026-01-15 01:16
Core Viewpoint - The article highlights the negative impact of "deceptive" restructuring on investors of Xiangrikui (300111.SZ), as the company faces an investigation by the China Securities Regulatory Commission (CSRC) for information disclosure violations, leading to the termination of its restructuring plan [1][2]. Group 1: Regulatory Response - The CSRC's investigation reflects a zero-tolerance policy towards "deceptive" restructuring practices, emphasizing the regulatory body's commitment to maintaining order in the M&A market and protecting the interests of small investors [1]. - Following a report by Caixin, Xiangrikui's stock price dropped by 10%, marking the second-largest decline in the Shenzhen market on that day [1]. Group 2: Issues with Xiangrikui's Restructuring - Xiangrikui's restructuring was undermined by undisclosed issues, including the lack of actual production capacity and hidden related-party transactions, which were part of the operational logic of the controlling individuals of Xiangrikui [2]. - The company had hoped to "beautify" its asset profile through acquisitions, but the termination of the restructuring has rendered these efforts futile [2]. Group 3: Acquisition of Jiangsu Fumait - Xiangrikui acquired Jiangsu Fumait Materials Technology Co., Ltd. for 80 million yuan, but this acquisition was not publicly disclosed and only found in corporate records [4]. - Jiangsu Fumait has been inactive for over three years, lacking production capabilities and requiring extensive repairs and re-certifications to resume operations [9][10]. Group 4: Production Challenges - The factory of Jiangsu Fumait is currently non-operational, with expired safety and hazardous materials permits, indicating significant hurdles to restarting production [12][15]. - Industry experts note that the complexity of restoring production capabilities, especially for hazardous materials like tetrafluoroethylene, poses a substantial challenge for Xiangrikui [15]. Group 5: Implications for Investors - The termination of the restructuring leaves investors with unresolved issues regarding their rights and interests, highlighting the risks associated with such corporate maneuvers [16].
昊华科技跌2.05%,成交额2.37亿元,主力资金净流出1615.47万元
Xin Lang Cai Jing· 2026-01-14 05:28
昊华科技今年以来股价涨7.38%,近5个交易日涨0.15%,近20日涨12.16%,近60日涨20.29%。 1月14日,昊华科技盘中下跌2.05%,截至13:08,报34.32元/股,成交2.37亿元,换手率0.63%,总市值 442.73亿元。 资金流向方面,主力资金净流出1615.47万元,特大单买入542.50万元,占比2.29%,卖出560.13万元, 占比2.36%;大单买入2549.60万元,占比10.76%,卖出4147.44万元,占比17.50%。 分红方面,昊华科技A股上市后累计派现21.52亿元。近三年,累计派现12.68亿元。 机构持仓方面,截止2025年9月30日,昊华科技十大流通股东中,华夏军工安全混合A(002251)位居 第五大流通股东,持股2613.69万股,相比上期增加733.70万股。香港中央结算有限公司位居第九大流通 股东,持股918.04万股,为新进股东。大成新锐产业混合A(090018)、大成睿景灵活配置混合A (001300)退出十大流通股东之列。 责任编辑:小浪快报 资料显示,昊华化工科技集团股份有限公司位于北京市朝阳区小营路19号财富嘉园A座昊华大厦A座, 成 ...