每经头条（nbdtoutiao）——独家对话特斯拉FSD跨美第一人：4400公里"零接管"，手没碰过方向盘！作 为激光雷达销售员，他为何站队马斯克的"纯视觉"？ （记者 曾健辉） 每经AI快讯，密尔克卫1月9日晚间发布公告称，截至本公告披露日，公司及其子公司对外担保余额为 人民币约45.23亿元，占公司最近一期经审计的归属于上市公司股东净资产的比例为104.74%。 ...

21智讯1月9日电，密尔克卫公告，公司近日与中国银行股份有限公司上海自贸试验区分行、中信银行股 份有限公司上海分行、上海农村商业银行股份有限公司临港新片区分行签订担保协议，为全资子公司上 海密尔克卫化工物流有限公司提供合计不超过67,000.00万元的连带责任保证担保；同时，公司为控股子 公司上海金水会缘酒业有限公司和全资子公司青岛密尔克卫化工储运有限公司分别提供不超过1,000.00 万元的担保。上述担保事项已履行公司内部决策程序，属于2025年度预计担保额度范围内。截至公告 日，公司及其子公司对外担保余额为452,255.91万元，占公司最近一期经审计净资产的104.74%，无逾 期担保。 ...

君正集团 20260107 摘要 君正集团 2026 年上半年营收 126 亿元，能源化工板块贡献 93 亿元， 液体化学品物流板块 34 亿元。归母净利润 19.2 亿元，能源化工板块 15 亿元，物流板块略超 4 亿元。 公司自备电成本优势显著，拥有 1,185 兆瓦火电和 450 兆瓦光伏，年发 电 91 亿度，且主要生产设施折旧完成，每吨产品折旧成本优势超 100 元。 电石、PVC 及烧碱新增产能受政策限制，预计增幅有限。PVC 出口增速 快，尤其印度需求增加，美国降息或带动房地产需求，氯碱供需格局有 望好转。 双碳目标对高耗能产品有影响，BDO 行业已出现反内卷减产迹象，需关 注相关政策对行业的影响。 无汞化是 PVC 生产趋势，君正集团自 2022 年起测试无汞催化剂，更换 需技改和成本投入，或加速落后产能出清。预计未来将逐步推进。 公司与阿拉善盟签订风光制氢框架协议，一期投资约 25 亿元。物流板 块投资不超过 64 亿元新建 20 艘化学品船，预计 2026-2027 年陆续完 成。 公司自备电主要依赖外采煤炭，自有煤矿每年开采量 90 万吨，其中一半用于 发电用煤，一半用于焦煤。尽管如此， ...

2025年12月，由中国物流与采购联合会主办的第十二届化工物流行业年会在江苏连云港召开，能源物流集团属下发展碧辟公司与发展石化公司凭借在安全 管理与供应链服务领域的卓越表现，分别获评"2025化工物流安全管理企业""2025化工物流供应链服务创新企业"两项重要荣誉，彰显了能源物流集团在化 工物流板块"安全筑基、创新赋能"的综合实力与行业引领地位。 作为行业标杆企业，发展碧辟公司始终将安全生产贯穿业务全流程，高标准执行行业安全管理规范，通过创新安全管理模式、完善标准化培训体系、常态 化开展应急演练、打造特色安全文化等举措，构建全方位风险防控体系，在行业内树立了安全可靠的典范形象。发展石化公司立足广州市危险化学品应急 卸载（仓储）基地，以专业仓储为核心构建"仓储+配送+集拼+查验+保税"一体化供应链服务体系，首创华南危险品集拼模式、推动出台《广州市小虎岛 危险物品目的地检验场地安全管理暂行方案》打通南沙港查验堵点、成功获批广州近十年首家危险品公用型保税仓，实现全链条服务能力跨越式升级。 此次获奖既是对两家企业在化工物流领域专业实力的权威认证，也是对能源物流集团深耕化工物流领域取得成绩的认可。能源物流集团将进一步深 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001228 证券简称：永泰运 公告编号：2025-093 永泰运化工物流股份有限公司 关于变更经营范围并完成工商变更登记的公告 ■ 二、变更后工商登记信息 名称：永泰运化工物流股份有限公司 统一社会信用代码：91330204746303411D 类型：股份有限公司（上市、自然人投资或控股） 住所：浙江省宁波市北仑区海发路17号1幢1号301室 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。 永泰运化工物流股份有限公司（以下简称"公司"）于2025年11月18日召开第三届董事会第三次会议、 2025年12月5日召开了2025年第八次临时股东会，审议通过了《关于变更公司经营范围、修订〈公司章 程〉并办理工商变更登记的议案》，具体内容详见公司于2025年11月19日于巨潮资讯网 （http://www.cninfo.com.cn）上披露的《第三届董事会第三次会议决议公告》（公告编号：2025- 084）、《关于变更公司经营范围、修订〈公司章程〉并办理工商变更登记的公告》（公告编号：2025- 088）以及 ...

Summary of Key Points Core Viewpoint The announcement details Guangdong Hongchuan Smart Logistics Co., Ltd.'s application for bank credit and the provision of guarantees by the company and its subsidiaries for two of its subsidiaries, Dongguan Sanjiang and Hongchuan Storage, to optimize their financing structure and support their long-term development. Group 1: Credit Application and Guarantee Details - Dongguan Sanjiang intends to apply for a bank credit limit of RMB 310 million, which will be used to replace existing bank financing and for fixed asset construction related to the Dongguan Sanjiang terminal and storage tank project [2][3] - Hongchuan Storage plans to apply for a bank credit limit of RMB 370 million for similar purposes, including replacing existing financing and supporting the construction of its storage project [3][10] - Both subsidiaries will provide collateral in the form of fixed assets and accounts receivable, while the company and its affiliates will provide joint liability guarantees [2][10] Group 2: Financial Impact and Governance - The total amount of guarantees approved and expected to be provided by the company and its subsidiaries will amount to RMB 643.23 million, which represents 245.60% of the latest audited net assets [13] - The board of directors has approved the guarantee arrangements, and independent directors have also reviewed and supported the proposal, indicating that it aligns with the interests of the company and its shareholders [15][17] - The company has confirmed that there are no overdue guarantees or litigation issues related to the guarantees provided [14][12] Group 3: Related Party Transactions - From the beginning of 2025 to the end of October, the company has engaged in related party transactions with its affiliates, totaling RMB 15.46 million [11] - The total amount of guarantees provided by related parties for the company and its subsidiaries has reached RMB 1.1352 billion, with all obligations being fulfilled without any defaults [12]

Core Points - The company, Yongtaiyun Chemical Logistics Co., Ltd., announced the completion of its equity distribution plan for the first three quarters of 2025 [2] - The price for the issuance of A-shares to specific targets for the year 2024 has been adjusted from "18.23 yuan/share" to "17.94 yuan/share" [2] - The total number of shares to be issued has been revised from "no more than 21,941,854 shares (including this number)" to "no more than 22,296,544 shares (including this number)" [2] - Other aspects of the stock issuance to specific targets remain unchanged [2]

Core Points - Company Milkyway announced the signing of contracts with Bank of Communications and Bank of China for providing guarantees totaling RMB 11 million and RMB 50 million respectively [1][1][1] - The total external guarantee balance for the company and its subsidiaries, after deducting fulfilled guarantees, stands at RMB 484.91 million, which is within the approved limit by the shareholders' meeting [1][1][1] Summary by Categories - **Guarantee Contracts** - Company signed a contract with Bank of Communications to provide a guarantee of RMB 11 million for Shanghai Port Chemical Logistics Co., Ltd. [1] - Company also signed a contract with Bank of China to provide a guarantee of RMB 50 million for Shanghai Shenze Chemical Technology Co., Ltd. [1] - **Financial Position** - After the new guarantees, the total external guarantee balance is RMB 484.91 million [1] - This balance is within the limit approved by the company's shareholders' meeting [1]

Core Viewpoint - Yongtai Logistics Co., Ltd. is expanding its business scope to include automobile sales and new energy vehicle sales, which requires approval from the shareholders' meeting [2][4][5]. Business Scope Changes - The company plans to add "automobile sales; new energy vehicle sales" to its business scope, pending approval from relevant authorities [2][4]. - The previous business scope included domestic and international freight forwarding, customs declaration, and various logistics services [3][4]. Corporate Governance - The company will revise its articles of association to reflect the changes in business scope and seek authorization from the shareholders' meeting for necessary registrations [5][6]. - The third board meeting on November 18, 2025, approved these changes, which will be submitted for further shareholder approval [2][5]. Shareholder Meeting Details - The eighth extraordinary shareholders' meeting is scheduled for December 5, 2025, to discuss the proposed changes [8][10]. - The meeting will include both on-site and online voting options for shareholders [11][12]. Daily Related Transactions - The company has approved an increase in the expected daily related transaction limit for 2025, which includes transactions with associated companies [29][32]. - The total expected daily related transactions for 2025 are projected to be no more than 78.5 million yuan, with specific increases for transactions with certain associated companies [30][32]. Foreign Exchange Derivatives - The company plans to engage in foreign exchange derivatives hedging to mitigate risks associated with currency fluctuations, with a limit of up to 80 million USD [48][49]. - The hedging activities will be funded from the company's own resources, ensuring no impact on operational funds [51][60].

Core Viewpoint - Yongtaiyun Chemical Logistics Co., Ltd. is actively engaging in various corporate governance activities, including extending the validity period for stock issuance and increasing daily related transaction limits, while also planning to conduct foreign exchange derivative hedging to mitigate currency risk [1][3][4]. Trading Information Summary - As of November 18, 2025, Yongtaiyun's stock closed at 28.39 yuan, down 2.2%, with a turnover rate of 3.73% and a trading volume of 29,800 shares, amounting to a transaction value of 84.6648 million yuan [1]. - On the same day, the net outflow of main funds was 8.6666 million yuan, accounting for 10.24% of the total transaction value, while retail investors saw a net inflow of 7.9125 million yuan, representing 9.35% of the total [1]. Company Announcements Summary - The third meeting of the third board of directors was held on November 18, 2025, where several resolutions were passed, including increasing the estimated amount for daily related transactions for 2025, conducting foreign exchange derivative hedging, extending the validity period for stock issuance, and changing the company's business scope [1][2][3]. - The company plans to extend the validity period for the 2024 stock issuance resolution from December 23, 2024, to December 22, 2026, with other terms remaining unchanged [1][3]. - The company intends to change its business scope to include "automobile sales; complete sales of new energy vehicles," pending approval from the registration authority [2][3]. Related Transactions and Financial Strategies - The estimated amount for daily related transactions with associated parties has been increased by 2 million yuan and 5 million yuan, respectively, for two companies, bringing the total expected amount to 4 million yuan and 11 million yuan [3][4]. - To mitigate foreign exchange risks due to overseas business expansion, the company plans to conduct foreign exchange derivative hedging with a limit of up to 80 million USD, using its own funds [4][5]. - The hedging activities will include forward foreign exchange contracts, foreign exchange options, and will be managed by the finance department, with strict internal controls and risk management measures in place [4][5].