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能量及能量环球跌超16% 被点名股权高度集中 此前不到三个月股价飙3.8倍
Zhi Tong Cai Jing· 2025-08-13 02:14
香港证监会最近曾就该公司股权分布进行查讯,结果显示该公司于7月31日,有十名股东合共持有11.74 亿股该公司股份,相当于该公司已发行股本17.16%。有关股权连同由四名该公司的主要股东持有56亿 股,占已发行股本81.83%,相当于该公司已发行股本98.99%。因此,该公司只有6911万股,占已发行 股本1.01%,由其他股东持有。 能量及能量环球(01142)跌超16%,值得注意的是,截至2025年8月11日,该股股票收盘价为4.7港元,较 2025年5月29日收盘价0.98港元上涨380%。截至发稿,跌16.41%,报3.87港元,成交额796.33万港元。 消息面上,能源及能量环球日前被香港证监会点名股权高度集中。由于股权高度集中于数目不多的股 东,即使少量股份成交,股份价格也可能大幅波动,香港证监会提醒股东及有意投资者于买卖该公司股 份时务请审慎行事。 ...
能源及能量环球:已维持上市规则规定的足够公众持股量
Zhi Tong Cai Jing· 2025-08-12 23:22
能源及能量环球(01142)发布公告,公司注意到,证监会于2025年8月12日刊发一份公告。如证监会公告 所披露,证监会最近曾就公司的股权分布进行查讯。证监会查讯结果显示于2025年7月31日,有十名股 东合共持有11.74亿股公司股份,相当于已发行股份的17.16%。有关股权连同由四名主要股东持有的56 亿股(占已发行股份的81.83%),相当于已发行股份的98.99%。因此,公司只有6911.43万股(占已发行股 份的1.01%)由其他股东持有。 根据可得资料及就董事经作出一切合理查询后所深知,董事确认,于2025年7月31日及本公布日期不少 于25%的已发行股份由公众人士持有,且公司已维持上市规则规定的足够公众持股量。 董事会已议决采取措施以核实证监会公告所述事项。 ...
能源及能量环球(01142.HK)股权高度集中
Ge Long Hui· 2025-08-12 22:36
Core Viewpoint - The company, Energy and Energy Global (01142.HK), has acknowledged a recent announcement from the Securities and Futures Commission (SFC) regarding its shareholding distribution, indicating a significant concentration of ownership among a few shareholders [1] Summary by Relevant Sections Shareholding Structure - As of July 31, 2025, ten shareholders collectively held approximately 1.174 billion shares, representing 17.16% of the total issued shares [1] - Along with the 5.6004 billion shares held by four major shareholders, which accounts for 81.83% of the issued shares, the total ownership concentration reaches 98.99% [1] - Only 69.1143 million shares, or 1.01% of the issued shares, are held by other shareholders [1] Compliance with Listing Rules - The board of directors has confirmed that at least 25% of the issued shares are held by the public as of July 31, 2025, and the company has maintained the required public float as per listing rules [1]
香港证监会:能源及能量环球股权高度集中 不到三个月股价涨幅逾380%
Zhi Tong Cai Jing· 2025-08-12 09:12
香港证监会最近曾就能源及能量环球(01142)股权分布进行查讯。查讯结果显示该公司于2025年七月三 十一日,有十名股东合共持有1,174,142,723股该公司股份,相当于该公司已发行股本的17.16%。有关股 权连同由四名该公司的主要股东持有的5,600,400,000股(占已发行股本的81.83%),相当于该公司已发行 股本的98.99%。因此,该公司只有69,114,339股(占已发行股本的1.01%)由其他股东持有。 公告指出,鉴于股权高度集中于数目不多的股东,即使少量股份成交,该公司股份价格亦可能大幅波 动,股东及有意投资者于买卖该公司股份时务请审慎行事。 值得注意的是,近日该公司也有拆股动作。7月25日,能源及能量环球发布公告,股份于联交所买卖的 每手买卖单位将由8000股股份更改为2000股股份,自2025年8月18日(星期一)上午九时正起生效。 | | | 白白致门网 | | --- | --- | --- | | | 所持股份數目 | 總額自分比 | | | (股數) | (%) | | 東源控股有限公司(附註 1.4) | 3,491,280,000 | 51.01 | | 海能國際投資 ...
深圳能源: 董事会八届三十七次会议决议公告
Zheng Quan Zhi Xing· 2025-08-12 09:10
| 证券代码:000027 | 证券简称:深圳能源 | 公告编号:2025-024 | | | --- | --- | --- | --- | | 公司债券代码:149676 | | 公司债券简称:21 深能 | 01 | | 公司债券代码:149677 | | 公司债券简称:21 深能 | 02 | | 公司债券代码:149927 | | 公司债券简称:22 深能 | 02 | | 公司债券代码:149984 | | 公司债券简称:22 深能 | Y2 | | 公司债券代码:148628 | | 公司债券简称:24 深能 | Y1 | | 公司债券代码:148687 | | 公司债券简称:24 深能 | 01 | | 公司债券代码:524032 | | 公司债券简称:24 深能 | Y2 | | 公司债券代码:524352 | | 公司债券简称:25 深能 | YK01 | | 深圳能源集团股份有限公司 | | | | 公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 深圳能源集团股份有限公司(以下简称:公司)董事会八届三十七次会议通 知 ...
*ST海钦: 海钦股份关于召开2025年第四次临时股东会的通知
Zheng Quan Zhi Xing· 2025-08-11 11:14
证券代码:600753 证券简称:*ST 海钦 公告编号:2025-067 非累积投票议案 福建海钦能源集团股份有限公司 关于召开2025年第四次临时股东会的通知 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。 重要内容提示: 一、 召开会议的基本情况 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间 本次股东会审议议案及投票股东类型 投票股东类型 序号 议案名称 A 股股东 上述议案已经公司第八届董事会第三十三次会议审议通过。具体内容请见公 司同日在上海证券交易所网站(www.sse.com.cn)披露的相关公告。 应回避表决的关联股东名称:浙江海歆能源有限责任公司 ? 股东会召开日期:2025年8月27日 ? 本次股东会采用的网络投票系统:上海证券交易所股东大会网络投票系 统 (一) 股东会类型和届次 (二) 股东会召集人:董事会 (三) 投票方式:本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间:2025 年 8 月 27 日 14 ...
7月物价运行边际改善
Cai Jing Wang· 2025-08-11 03:13
Group 1: CPI and Core CPI Analysis - In July, CPI turned from a decrease of 0.1% to an increase of 0.4% month-on-month, better than the historical average of 0.3%, driven by rising prices in services and industrial consumer goods [2] - Core CPI increased by 0.4% month-on-month and 0.8% year-on-year, marking the highest level since March of the previous year, reflecting improved market supply-demand dynamics due to ongoing consumption promotion policies [3] - Service prices rose by 0.6% month-on-month, contributing significantly to the CPI increase, with notable price hikes in travel and entertainment services during the summer [3] Group 2: PPI and Production Material Prices - In July, PPI decreased by 0.2% month-on-month, but the decline was the smallest since March, indicating signs of stabilization in some industrial product prices [4] - Production material prices saw a month-on-month decline of 0.2%, with the decrease narrowing compared to previous months, suggesting a potential bottoming out in certain sectors [4] - Prices in coal, steel, photovoltaic, cement, and lithium battery industries showed reduced declines, indicating improved market competition and pricing stability [5] Group 3: Policy and Market Outlook - The "anti-involution" policy is expected to be a key focus in the second half of the year, aiming to regulate low-price competition and enhance product quality across various industries [7][8] - Financial measures are being implemented to guide industries away from excessive competition, with the central bank adjusting credit management to raise financing costs for overcapacity sectors [8] - The effectiveness of the "anti-involution" measures in sustaining price recovery remains uncertain, as it involves both traditional and emerging industries, and the impact on upstream demand could suppress prices [9]
德国启动1000亿欧元基金,能否自救?
21世纪经济报道· 2025-08-11 02:56
Group 1 - The German government is preparing to launch a €100 billion investment fund to ensure the security of strategic sectors such as defense, energy, and critical raw materials, aiming to leverage up to ten times that amount in private capital [3][4][5] - Germany has experienced two consecutive years of GDP contraction, and recent industrial output data shows a significant decline, raising concerns about the effectiveness of the new government's investment initiatives [3][12] - The investment fund is part of a broader strategy to address long-standing issues of insufficient investment in Germany, which has been highlighted in various reports indicating a shortfall of €400 billion to €600 billion in necessary investments [4][6] Group 2 - The focus of the investment fund includes improving energy infrastructure, revitalizing the defense industry, and supporting small and medium-sized enterprises, aligning with the government's emphasis on strategic autonomy [5][6] - The government plans to use a 1:10 ratio to attract private investment, with only €10 billion coming from public funds, indicating a reliance on market participation to achieve the fund's goals [6][9] - The recent investment initiative, "For German Manufacturing," aims to mobilize €631 billion by 2028, involving major corporations like Siemens and BMW, marking one of the largest investment plans in decades [8][9] Group 3 - The U.S. tariff policies have created significant uncertainty in global trade, impacting investment decisions in Germany, which is heavily reliant on exports [10][13] - Recent economic data indicates a potential downturn, with forecasts suggesting that the U.S. tariffs could reduce Germany's GDP by 0.5% this year, further complicating the economic recovery [12][13] - The German economy's export-oriented nature and its substantial trade surplus with the U.S. make it particularly vulnerable to changes in trade policy, necessitating a diversification of export markets [10][13]
全球资产配置每周聚焦(20250802-20250809):特朗普提名美联储理事,全球资金定价宽松预期-20250810
Shenwan Hongyuan Securities· 2025-08-10 12:42
Economic Indicators - The US added 73,000 non-farm jobs in July, significantly below the expected 104,000, with the unemployment rate rising to 4.2%[3] - The probability of a rate cut by the Federal Reserve in September is now at 88.90%, up from 80.30% the previous week[3] Market Trends - Global stock markets mostly rose this week, driven by expectations of monetary easing following Trump's nomination of Stephen Moore to the Federal Reserve[3] - The 10-year US Treasury yield increased by 4 basis points to 4.27%, while the US dollar index slightly declined, remaining below 100[3] Fund Flows - In the past week, overseas active funds saw an outflow of $0.96 million, while passive funds experienced a larger outflow of $3.44 million from the Chinese market[17] - Domestic funds also faced outflows, with $0.50 million leaving the market, and foreign funds withdrawing $4.40 million[17] Valuation Metrics - The equity risk premium (ERP) for all A-shares decreased from 64% to 62%, while the Shanghai Composite Index's ERP fell from 57% to 53%[3] - The risk-adjusted returns for the S&P 500 increased from the 48th percentile to the 55th percentile, indicating improved performance expectations[3] Sector Performance - In the US market, funds flowed into the communication, technology, and utilities sectors, while energy, healthcare, and financial sectors saw outflows[3] - In the Chinese market, funds flowed into financials, consumer, and technology sectors, with outflows from infrastructure, real estate, and healthcare[3]
印度食品走向世界?
Jing Ji Ri Bao· 2025-08-09 21:56
Group 1 - Indian Prime Minister Modi expressed a vision for every household globally to have Indian food products on their tables, highlighting the government's push for food exports as a key strategy for economic growth [1][2] - The Indian government aims to boost food exports to over $51.9 billion by 2024, with significant investments in food processing and the establishment of around 200 food parks, targeting to become one of the top five food exporters by 2030 [1][2] - The strategy is seen as a way to enhance agricultural and manufacturing sectors, expand international trade, and elevate India's cultural influence globally [2] Group 2 - India's food export ambitions face external threats, particularly from U.S. sanctions against Russia, which could impact India's energy imports and economic stability [4][5] - Ongoing trade negotiations with the U.S. may require India to make concessions in sensitive areas like agriculture and dairy, potentially affecting its food export strategy [5] - Internally, the Indian food industry is struggling with the need for a comprehensive industrial chain to support food exports, as the government's Production Linked Incentive (PLI) scheme has not yielded the expected results [6][7] Group 3 - The PLI scheme, aimed at attracting foreign investment and enhancing manufacturing, has seen a decline in manufacturing's share of GDP, raising concerns about its future [7] - The Indian government has adopted protectionist measures in response to industry challenges, which may hinder the import of food products from other countries, reflecting a lack of self-critique and proactive solutions [7][8] - Addressing fundamental issues such as food safety is crucial for India's goal of becoming a global food exporter, suggesting a need for a more focused approach rather than a broad strategy [8]