【 导读 】 阳煤化工拟更名为潞化科技，集团增持看好产业转型 中国基金报记者 赵新亮 这意味着自去年12月潞安化工入主后，阳煤化工转型已取得阶段性成果，此次更名将夯实成果，引领公司向科技方向发展。 值得一提的是，控股股东潞安化工宣布，拟增持公司不低于5000万元、不超过1亿元股份， 以 提振投资者信心、维护股价稳定和股东 利 益 。 更名焕新 2024年12月，潞安化工成为阳煤化工控股股东，如今，上市公司更名为"潞化科技"，更加清晰地传递出潞安化工为公司拓展未来发展空间 的战略意图。 6月24日晚间，阳煤化工宣布，拟更名为"山西潞安化工科技股份有限公司"，证券简称变更为"潞化科技"，公司证券代码保持不变。 事实上，从阳煤化工近两年的动作中也能窥见其优化产业布局的举措。根据国务院危化品生产企业退城入园和山东省政府淘汰化肥行业落 后设备的工作部署，公司陆续淘汰了部分落后产能。 发力氢能 淘汰落后产能后，阳煤化工将目光投向氢能及新能源装备制造领域。 在绿色新能源与煤化工装备的耦合领域，阳煤化工子公司阳煤化机与国家电力投资集团共同研发了国内首套年产100吨CO加氢制绿色甲醇 合成撬 装置，首次实现了绿色甲醇工艺的产业 ...

研 究 专 题 定增双周报 2025 年 06 月 23 日 基准折价率下行，解禁收益收窄 ——定增市场双周报 2025.06.09-2025.06.22 本期投资提示： 新 股 发 行 证 券 研 究 报 证券分析师 彭文玉 A0230517080001 pengwy@swsresearch.com 朱敏 A0230524050004 zhumin@swsresearch.com 任奕璇 A0230525050002 renyx2@swsresearch.com 联系人 朱敏 (8621)23297818× zhumin@swsresearch.com 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 告 相关研究 - ⚫ 终止项目减少，存量项目 607 宗。截至 2025 年 6 月 23 日，根据 Wind 统计：上两周（6 月 9 日至 6 月 22 日）新增 18 宗定增项目（其中竞价 13 宗），环比减少 3 宗；终止 7 宗 （其中竞价 4 宗），环比减少 4 宗；发审委通过 2 宗（均为定价项目），环比减少 8 宗； 证监会通过 6 宗（其中竞价 3 ...

Group 1 - The company, Shaanxi Construction Group, announced that it has won two major projects with a total bid amount exceeding 2.8 billion yuan [1] - The first project is the EPC general contracting for the melamine industrial chain project in Indonesia, with a bid amount of 2.137 billion yuan, located in East Java Province [1] - The second project is the construction general contracting for the new museum in Xianyang, with a bid amount of 690 million yuan, located in Xianyang City, Shaanxi Province [1] Group 2 - The announcement indicates that these projects are only bid information, and there is a certain degree of uncertainty regarding their implementation [1]

Group 1 - Private investment is a crucial engine for economic growth, employment stability, and innovation promotion, with policies being implemented to enhance investment channels and environments for private capital [1][5] - From January to April this year, private investment grew by 0.2% year-on-year, with private project investment (excluding real estate) increasing by 5.8%, and private investment in manufacturing and infrastructure rising by 9% and 9.6% respectively [4][5][11] - The National Development and Reform Commission (NDRC) has introduced a new negative list for market access to eliminate barriers for private enterprises, resulting in a 5 percentage point increase in the bidding success rate for private companies [5][10] Group 2 - Various regions in China have released lists of key private investment projects, focusing on industrial development and infrastructure, with significant investment amounts planned, such as Yunnan's 382 projects totaling approximately 345.66 billion yuan [7][8] - The implementation of the "Promotion Law for Private Economy" provides a legal framework for private enterprises to engage in major national strategies and projects, particularly in emerging and future industries [10] - The continuous rollout of high-quality projects aimed at attracting private investment is expected to enhance transparency and provide more opportunities for private enterprises, thereby boosting their confidence and investment activity [9][11]