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荣晟环保: 浙江荣晟环保纸业股份有限公司关于2024年年度报告的信息披露监管问询函的回复公告
Zheng Quan Zhi Xing· 2025-07-11 16:26
证券代码:603165 证券简称:荣晟环保 公告编号:2025-063 转债代码:113676 转债简称:荣 23 转债 浙江荣晟环保纸业股份有限公司 关于 2024 年年度报告的信息披露监管问询函的 回复公告 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。 浙江荣晟环保纸业股份有限公司(以下简称"公司")于近日收到上海证券 交易所《关于浙江荣晟环保纸业股份有限公司 2024 年年度报告的信息披露监管 问询函》(上证公函【2025】0929 号,以下简称"《问询函》")。 公司收到《问询函》后高度重视,积极组织相关人员就《问询函》内容进行 讨论分析,并会同审计机构立信会计师事务所(特殊普通合伙)就《问询函》所 提的问题进行逐项落实,现就《问询函》中的有关问题回复如下: 一、关于存贷双高 年报披露,公司货币资金期末余额 15.97 亿元,占资产总额的 33.94%,同 比增长 33.46%;有息负债期末余额 17.64 亿元,同比增长 75.52%,其中短期借 款 12.45 亿元、应付债券 5.18 亿元。2021-2024 ...
建信期货纸浆日报-20250710
Jian Xin Qi Huo· 2025-07-10 02:18
行业 纸浆日报 日期 2025 年 7 月 10 日 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号:F03094925 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号:F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号:F3037892 021-60635727 penghaozhou@ccb.ccbfutures.com 期货从业资格号:F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号:F3075681 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号:F3015157 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号:F03134307 能源化工研究团队 研究员:刘悠然(纸浆) 研究员:李捷,CFA(原油燃料油) 研究员:任俊弛(PTA、MEG) 研究员:彭浩洲(尿素、工业硅) 研究 ...
7月9日晚间新闻精选
news flash· 2025-07-09 13:52
Group 1 - The State Council issued a notice to enhance employment support policies, focusing on stabilizing employment, enterprises, markets, and expectations to promote high-quality economic development [1] - The Ministry of Industry and Information Technology opened a feedback window for key automotive companies to address issues related to payment cycles for small and medium-sized enterprises [1] - Two departments released an action plan for metrology support for industrial productivity development from 2025 to 2030, emphasizing core metrology technologies for integrated circuits [1] Group 2 - Multiple silicon wafer companies raised their prices today, with price increases ranging from 8% to 11.7% for different sizes of wafers, amid slowing terminal demand in the domestic photovoltaic market [1] - BGI terminated the acquisition of 100% equity in Chip Semiconductor [2] - Alibaba completed the issuance of HKD 12.023 billion zero-coupon exchangeable bonds [2] - Jin'an Guoji expects a year-on-year increase of 4700% to 6300% in net profit excluding non-recurring items for the first half of the year [2] - Yandong Micro plans to reduce its stake by 1% through the National Integrated Circuit Fund and Jingguorui [2] - Muyuan Foods anticipates a year-on-year increase of 1130% to 1190% in net profit attributable to shareholders for the first half of the year [2] - Huayin Power experienced a significant short-term stock price increase, exceeding the growth of the industry and the Shanghai Composite Index [2] - Huaguang Huaneng, with no major changes in fundamentals, continues to operate primarily in the environmental protection and energy sectors [2]
股票行情快报:山鹰国际(600567)7月7日主力资金净买入623.08万元
Sou Hu Cai Jing· 2025-07-07 12:39
Group 1 - The stock price of Shanying International (600567) closed at 1.92 yuan on July 7, 2025, with an increase of 1.59% and a trading volume of 876,100 hands, resulting in a transaction amount of 167 million yuan [1] - The net inflow of main funds on July 7 was 6.23 million yuan, accounting for 3.73% of the total transaction amount, while retail investors had a net outflow of 6.60 million yuan, accounting for 3.95% [1] - Over the past five days, the stock has experienced fluctuations in fund flow, with notable net inflows and outflows from both main and retail investors [1] Group 2 - Shanying International's total market value is 10.505 billion yuan, significantly higher than the industry average of 6.375 billion yuan, ranking 4th in the industry [2] - The company's net assets stand at 16.857 billion yuan, also above the industry average of 4.162 billion yuan, ranking 2nd [2] - The net profit for the first quarter of 2025 was 32.8145 million yuan, a decrease of 16.0% year-on-year, while the main revenue was 6.766 billion yuan, an increase of 1.45% year-on-year [2]
民丰特种纸股份有限公司关于年产7万吨特种涂布纸项目建成投产的公告
Shang Hai Zheng Quan Bao· 2025-06-30 18:50
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码: 600235 证券简称:民丰特纸 公告编号:2025-017 民丰特种纸股份有限公司 关于年产7万吨特种涂布纸项目建成投产的公告 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个别及连带责任。 一、项目基本情况 民丰特种纸股份有限公司(以下简称"公司")分别于2023年5月15日、2023年5月31日召开了第九届董事 会第二次会议以及2023年第二次临时股东大会,审议通过了《关于投资建设年产7万吨特种涂布纸项目 的议案》。(详见公告:2023-022、2023-028)。 公司投资建设的"年产7万吨特种涂布纸项目"于2025年3月底完成厂房建设、机器设备安装调试并且成功 开机,达到初步竣工状态;产线经过约3个月的试运行等各项准备工作,于2025年6月底正式投产。项目 投产后,该项目将具备年产7万吨特种涂布纸产品(包括镀铝原纸、湿强标签纸和烟用镀铝内衬原纸等 产品)的能力。 民丰特种纸股份有限公司 第九届董事会第十六次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何 ...
山鹰国际拟斥最高10亿元回购用于股权激励 持续推进产能布局资产负债率降至68.76%
Chang Jiang Shang Bao· 2025-06-26 23:25
长江商报奔腾新闻记者张璐 知名企业山鹰国际(600567)(600567.SH)向市场释放信心。 6月24日,山鹰国际公告,公司拟使用自有资金和自筹资金以集中竞价交易方式向社会公众股东回购公 司股份,本次回购股份的价格不超过2.50元/股,回购的资金总额不低于5亿元(含)且不超过10亿元(含)。 根据公告,按照本次回购资金总额的上、下限及回购价格上限2.50元/股计算,预计回购股份数量约为2 亿股-4亿股,约占公司目前已发行总股本3.6554%-7.3108% 回购往往为提振股价。长江商报奔腾新闻记者注意到,二级市场上,山鹰国际股价走势较平,今年以来 股价始终在1.6元/股—2元/股之间徘徊,截至6月24日其股价报收1.84元/股。山鹰国际本次回购价格上限 较现价高出35.87%,具有一定诚意。 对于此次回购股份的目的,山鹰国际表示,本次回购的股份将全部用于员工持股计划或股权激励。 2022年巨亏的罪魁祸首,是并购后遗症。2017年、2018年,山鹰国际先后以20亿元、19亿元、2.38亿元 高溢价收购北欧纸业、联盛纸业、凤凰纸业各100%股权,形成商誉33.18亿元。并购推动山鹰国际在 2017年、2018 ...
山鹰国际: 山鹰国际控股股份公司公开发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-26 16:16
山鹰国际控股股份公司 公开发行可转换公司债券 www.lhratings.com 联合〔2025〕5131 号 联合资信评估股份有限公司通过对山鹰国际控股股份公司主体 及其相关债券的信用状况进行跟踪分析和评估,确定维持山鹰国际 控股股份公司主体长期信用等级为 AA,维持"鹰 19 转债"信用等 级为 AA,评级展望为稳定。 特此公告 联合资信评估股份有限公司 评级总监: 二〇二五年六月二十五日 跟踪评级报告 |2 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述,未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点,而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响,本报告 在资料信息获取、评级方法与模型、未来事项预测评估等方面存在局限性。 二、本报告系联合资信接受山鹰国际控股股份公司(以下简称"该公 司")委托所出具,除因本次评级事项联合资信与该公司构成评级委托关系 外,联合资信、评级人员与该公司不存在任何影响评级行为独立、客观、公 ...
荣晟环保: 浙江荣晟环保纸业股份有限公司可转换公司债券受托管理事务报告(2024年度)
Zheng Quan Zhi Xing· 2025-06-26 16:15
Core Viewpoint The report outlines the issuance of convertible bonds by Zhejiang Rongsheng Environmental Protection Paper Co., Ltd., detailing the bond's terms, the company's financial performance, and the management of the raised funds. Group 1: Bond Issuance Details - The company issued 5.76 million convertible bonds with a total value of RMB 576 million, each with a face value of RMB 100, approved by the China Securities Regulatory Commission on August 18, 2023 [1][2] - The bonds have a six-year term, with interest rates increasing from 0.20% in the first year to 2.00% in the sixth year [1][2] - The initial conversion price is set at RMB 15.74 per share, subject to adjustments based on various corporate actions [2][3] Group 2: Financial Performance - The company's net profit attributable to shareholders for 2024 is RMB 286.35 million, a 5.79% increase year-on-year, despite a 2.45% decline in revenue [15][16] - The total assets increased by 29.76% to RMB 470.58 million, while net assets attributable to shareholders rose by 4.31% to RMB 232.87 million [15][16] Group 3: Fund Utilization and Management - The net proceeds from the bond issuance amount to RMB 570 million after deducting issuance costs, with funds allocated to various projects including a green packaging industrial park and a biomass boiler project [16][17] - The company has utilized RMB 31.54 million of the raised funds as of the reporting date, with ongoing projects expected to reach operational status by August 2025 [16][17] - The management of the raised funds is conducted through a dedicated special account, ensuring compliance with regulatory requirements [19]
景兴纸业: 浙江景兴纸业股份有限公司公开发行A股可转换公司债券定期跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-26 16:06
Core Viewpoint - Zhejiang Jingxing Paper Industry Co., Ltd. is actively managing its financial and operational risks while navigating a challenging market environment, particularly in the paper industry, which is facing price pressures and fluctuating demand. Financial Performance - The company reported a slight increase in revenue for 2024, with total revenue reaching 54.79 billion yuan, driven by a rise in sales from its recycled pulp board project in Malaysia [14][5]. - The net profit for 2024 saw a decline due to increased operating expenses and reduced non-recurring income, with the first quarter of 2025 showing a net loss [5][14]. - The company's asset-liability ratio remains low, indicating a stable financial structure, with cash reserves providing a buffer for debt repayment [2][1]. Market Position - Jingxing Paper is recognized as a leading player in the domestic corrugated paper industry, benefiting from a favorable market position and high operational efficiency [1][2]. - The company maintains a diverse product portfolio, with packaging paper accounting for approximately 74.99% of its revenue in 2024 [14][15]. - The company has a strong market presence in the Yangtze River Delta region, with over 80% of its sales concentrated in Zhejiang, Shanghai, and Jiangsu [15][14]. Industry Trends - The paper industry is experiencing a cyclical downturn, with overall demand and prices under pressure due to increased competition and weak end-user demand [6][7]. - In 2024, the production of paper and paperboard in China reached 136.25 million tons, reflecting a year-on-year growth of 5.09%, while consumption grew by 3.56% [7][6]. - The industry is facing challenges from rising raw material costs, particularly for waste paper and wood pulp, which significantly impact production costs [8][9]. Investment Projects - The company has invested significantly in a recycled pulp board project in Malaysia, with total investments amounting to 19.22 billion yuan, aimed at securing raw material supply [4][5]. - The project is expected to reach an annual production capacity of 800,000 tons, with the first phase already operational and contributing to revenue [4][14]. Risk Factors - The company faces risks related to raw material price volatility, particularly for waste paper and wood pulp, which constitute a significant portion of production costs [23][24]. - Geopolitical risks and currency fluctuations associated with overseas investments, particularly in Malaysia, could impact financial stability [2][5]. - Environmental regulations and compliance costs are increasing, posing additional operational challenges for the company [11][19].
武汉150个行业有了新的“绿色标尺”
Chang Jiang Ri Bao· 2025-06-25 01:44
6月24日,我市举行2025年节能宣传周启动仪式,《武汉产业能效指南(2025版)》 (以下简称《指南》)正式发布,标志着武汉能效管理有了新"标尺",为全市产业绿色转型 提供了精准的量化依据与坚实的技术支撑。 据悉,新版《指南》共分行业、产品、设备能效水效三个部分。共收集获取全市33个行 业大类和150个行业中类的产值及能耗相关数据,形成了覆盖150个行业中类、94项主要产 品、73类用能设备的完整能效指标体系。 市节能监察中心相关负责人介绍,新版《指南》首次补充锂离子电池、光伏电池、新能 源汽车和氢能等新兴产业产品能效指标,实现传统产业与新兴产业的能效协同管理。数据显 示,目前,我市钢铁行业吨钢综合能耗指标较2020年下降11%,而光纤、锂离子电池、存储 芯片、啤酒、瓦楞原纸等部分领域的生产能耗标准更是达到国内先进水平。 据介绍,去年以来,我市出台《武汉市推动大规模设备更新和消费品以旧换新实施方 案》,实施工业重点行业设备更新、消费品以旧换新、标准衔接提升行动等八大行动,为产 业升级注入新动能。新版《指南》体现落实国家政策新导向,列出了变压器等通用设备最新 能效标准指标,同时增加了服务器、通信基站和光伏组件 ...