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财报里的南沙:A股216份年度财报提及,超百亿资金涌入
南方财经研究员吕泽强 南沙报道 6月30日,普利特(002324.SZ)公告称,拟在广州南沙设立子公司,并投资建设普利特塑料改性材料华 南总部及研发制造基地,项目总投资10亿元,项目年产能预计40万吨。 不仅是上市公司的日常公告,在众多的上市公司财报中,广州南沙也正成为一个高频出现、承载重金投 资的热点区域。数据显示,A股共有216份2024年年度财报提到了南沙,也有超百亿资金正涌入南沙。 为何南沙能吸引这些看似不相关的巨头重金布局? 2022年6月6日,国务院出台《广州南沙深化面向世界的粤港澳全面合作总体方案》(简称"《南沙方 案》"),其中提到,要将南沙打造为立足湾区、协同港澳、面向世界的重大战略性平台。 今年是《南沙方案》第一阶段收官之年,在这期间,南沙凭借港口航运业和政策及税收优势,吸引了相 关上市公司布局南沙,加大对南沙的投入。 投资枢纽:广州港近三年固定资产规模增97亿 根据南方财经整理的数据,在2022年的A股上市公司财报中,共有208家公司提及南沙,而2024年的财 报增至216家。在众多出现"南沙"字眼的上市公司中,广州港(601228.SH)的频次最多,佛燃能源 (002911.SZ)的频 ...
公告精选︱普利特:拟10亿元投建塑料改性材料华南总部及研发制造基地;际华集团:现有产品体系未涉及脑机接口相关领域
Ge Long Hui· 2025-06-30 14:14
Company Announcements - Jihua Group's existing product system does not involve brain-computer interface related fields [1] - Prit's plan to invest 1 billion yuan to build a plastic modification materials headquarters and R&D manufacturing base in South China [1][2] - Lian De Equipment won a contract worth 157 million yuan for BOE's 8.6 generation AMOLED production line project [1][2] - Jiadu Technology plans to issue shares (H-shares) overseas and list on the Hong Kong Stock Exchange [1][2] - Longdi Group intends to acquire no more than 20.1667% equity in Jujia Technology [1][4] - New Zhonggang plans to repurchase shares worth 40 million to 80 million yuan [1][4] - Xiaogoods City expects a net profit increase of 12.57% to 17.40% in the first half of the year [1][4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials through block trading [1][4] - Lihua Co., Ltd. intends to reduce its holdings by no more than 3.00% [1][4] - Zhimin Da plans to raise no more than 213 million yuan through a private placement [1][5] - Xiangtong Co. plans to issue corporate bonds not exceeding 4 billion yuan [1][5] Performance Forecasts - Hanyu Pharmaceutical expects a half-year profit of 142 million to 162 million yuan, turning a profit compared to the previous year [4] - Taotao Automotive anticipates a net profit increase of 70.34% to 97.81% in the first half of the year [4] - Weichai Heavy Machinery expects a net profit increase of 40% to 60% in the first half of the year [4] Shareholding Changes - Lihua Co., Ltd.'s actual controller Cheng Lili and his concerted actors plan to reduce their holdings by no more than 3.00% [4] - He Shi Eye Hospital's Advanced Manufacturing Fund plans to reduce its holdings by no more than 2% [4] - Haitan Ruisheng's shareholder He Lin and his concerted actors plan to reduce their holdings by no more than 2.9463% [4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials [4] Other Announcements - Zhimin Da plans to raise no more than 213 million yuan through a private placement [5] - Yuyuan Co. plans to issue corporate bonds not exceeding 40 billion yuan [5] - Jinhongshun has terminated the planning of a major asset restructuring [5]