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明泰铝业: 明泰铝业2025年半年度募集资金存放与实际使用情况的专项报告
Zheng Quan Zhi Xing· 2025-08-22 16:29
证券代码:601677 证券简称:明泰铝业 公告编号:临 2025-047 河南明泰铝业股份有限公司 2024 年度 募集资金存放与实际使用情况的专项报告 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、募集资金基本情况 经中国证券监督管理委员会证监许可[2023]1056 号文核准,并经上海证券交 易所同意,公司由主承销商东吴证券股份有限公司于 2023 年 8 月 2 日向 15 名特 定投资者非公开发行普通股(A 股)股票 100,000,000 股,每股面值 1 元,每股 发 行 价 人 民 币 12.80 元 / 股 。 截 至 2023 年 8 月 2 日 止 , 公 司 共 募 集 资 金 元。 截止 2023 年 8 月 2 日,公司上述发行募集的资金已全部到位,业经大华会 计师事务所(特殊普通合伙)以"大华验字[2023]000450 号"验资报告验证确认。 截止 2025 年 6 月 30 日,公司对募集资金项目累计投入 327,656,254.14 元, 元 ( 其 中 对 募 投 项 目 投 ...
明泰铝业: 明泰铝业关于使用部分闲置募集资金临时补充流动资金的公告
Zheng Quan Zhi Xing· 2025-08-22 16:29
证券代码:601677 证券简称:明泰铝业 公告编号:临 2025-048 河南明泰铝业股份有限公司关于 使用部分闲置募集资金临时补充流动资金的公告 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。 重要内容提示: ? 公司拟使用总额不超过3亿元的向特定对象发行股票闲置募集资金临时 补充流动资金,使用期限自公司董事会审议批准之日起不超过十二个月。 一、募集资金基本情况 经中国证券监督管理委员会(以下简称"证监会")出具的《关于同意河南 (证监许可〔2023〕1056 明泰铝业股份有限公司向特定对象发行股票注册的批复》 号)核准,公司向特定对象发行人民币普通股(A 股)股票 1 亿股,募集资金总 额为人民币 1,280,000,000.00 元,扣除发行费用人民币 11,647,276.85 元(不含增 值税),实际募集资金净额为人民币 1,268,352,723.15 元,上述资金于 2023 年 8 月 2 日全部到位。2023 年 8 月 3 日大华会计师事务所(特殊普通合伙)出具了 《河南明泰铝业股份有限公司发行人民 ...
道氏技术股价上涨2.92% 百亿私募睿郡资产新进389.93万股
Jin Rong Jie· 2025-08-19 16:48
截至2025年8月19日收盘,道氏技术股价报21.48元,较前一交易日上涨0.61元,涨幅2.92%。当日成交 量为912866手,成交金额达19.29亿元。 道氏技术主要从事新能源电池材料、陶瓷材料等新材料的研发、生产和销售。公司产品广泛应用于锂电 池、电子元器件等领域。 资金流向方面,8月19日主力资金净流入10183.65万元,占流通市值比为0.69%。近五日主力资金净流出 3745.79万元,占流通市值比为0.25%。 根据最新披露的上市公司半年报显示,百亿私募睿郡资产在第二季度新进道氏技术389.93万股。此外, 公司近期未有其他重大消息披露。 风险提示:股市有风险,投资需谨慎。 ...
云南已启动建设3批15个省级零碳园区
Zhong Guo Xin Wen Wang· 2025-08-16 01:19
Core Viewpoint - Yunnan Province is advancing the construction of zero-carbon parks, aiming to provide 100% green electricity to enterprises within these parks, and has initiated the development of 15 provincial-level zero-carbon parks in three batches [1][2]. Group 1: Zero-Carbon Park Development - Yunnan has selected and initiated the construction of 15 provincial-level zero-carbon parks, implementing a "one park, one policy" approach to promote development [1][3]. - The parks include key areas such as Xiangyun Economic Development Zone and Dali Economic Development Zone, which are highlighted as candidates for national carbon peak pilot cities [1][3]. Group 2: Green Electricity and Integrated Projects - The goal is to provide 100% green electricity to enterprises in the parks, with ongoing implementation of integrated projects like "source-network-load-storage" [2]. - The Tianfengshan "wind-solar-storage" integrated project in Xiangyun Economic Development Zone has been completed and is operational [2]. Group 3: Carbon Footprint Management - Yunnan has established carbon footprint accounting targets for provincial-level zero-carbon parks and released a key product directory for carbon footprint accounting [2]. - Companies like Beitaini and Duobao Group have achieved full carbon footprint certification for 17 products, with 51 products undergoing carbon footprint accounting certification in the first two batches of parks [2]. Group 4: Third Batch of Zero-Carbon Parks - The third batch of provincial-level zero-carbon parks includes Yiliang Industrial Park, Zhaoyang Economic and Technological Development Zone, and others, focusing on resource recycling, non-ferrous metals, and green energy [3]. - Future efforts will concentrate on green electricity supply, "green production" industrial development models, and enhancing carbon management [3].
第一创业晨会纪要-20250723
Industry Overview - On July 22, Trump announced trade agreements with Japan, the Philippines, and Indonesia, with Japan's tariff set at 15%, lower than the previously mentioned 25%. Japan will invest $550 billion in the U.S. and open markets including automobiles and rice. The U.S. will impose a 19% tariff on goods from the Philippines and Indonesia, which will also open their markets to the U.S. The remaining major economy, the EU, has yet to finalize tariff negotiations with the U.S., making the differences in tariff rates between China and these countries a potential market focus and risk point [1]. Company Performance - Jiepu Te, primarily engaged in power laser components, announced a semi-annual performance forecast for 2025, expecting revenue between 840 million to 920 million yuan, a year-on-year increase of approximately 41.50% to 54.98%. The net profit attributable to shareholders is expected to be between 86 million to 100 million yuan, with a year-on-year growth of about 57.03% to 82.60%. The growth is attributed to increased global demand for lasers, particularly in the precision processing of new energy power batteries and consumer-grade laser fields [2]. - Xiamen Tungsten, focusing on new energy battery materials, projected a revenue of 7.534 billion yuan for the first half of 2025, representing a year-on-year increase of 18.04%. The expected net profit attributable to shareholders is 307 million yuan, up 27.76%. The second quarter alone is anticipated to generate 4.557 billion yuan in revenue, a 51.85% increase year-on-year. The growth is driven by the lithium cobalt oxide business benefiting from replacement subsidies and AI demand in 3C devices, alongside a strong market position in the power battery sector [5]. - Keda Li, specializing in precision components for lithium-ion batteries and automotive structures, forecasted a net profit of 750 million to 820 million yuan for the first half of 2025, reflecting a year-on-year increase of 15.73% to 26.53%. The second quarter's net profit is expected to be around 398 million yuan, a 28.80% increase year-on-year. The growth is primarily due to increased orders for precision components driven by rising sales of new energy vehicles and cost-reduction measures enhancing operational efficiency [6]. - Bailong Oriental announced a performance forecast for the first half of 2025, expecting a net profit of 350 million to 410 million yuan, a year-on-year increase of 50% to 76%. The net profit after deducting non-recurring items is projected to be between 323 million to 383 million yuan, with a significant year-on-year growth of 202% to 258%. The growth is attributed to robust orders in the yarn business and improved capacity utilization domestically and internationally [8].
转债市场周报:指数再创新高,银行转债转股节奏加快-20250706
Guoxin Securities· 2025-07-06 15:07
1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The 6 - month PMI data continued to improve slightly in June, indicating a stabilizing trend in China's economy. Sino - US trade situation has positive news, but there are still uncertainties in external demand due to ongoing US trade negotiations. The CSI Convertible Bond Index has reached new highs. Although most institutions' holding face - values of convertible bonds have slightly declined, considering the impact of bank convertible bond conversions on the overall scale, their actual willingness to reduce positions is weak, and the allocation demand for convertible bonds remains strong. The supply - demand contradiction of convertible bonds has intensified, and there is room for an increase in the convertible bond parity valuation [3][20]. - It is recommended to choose balanced convertible bonds with high - volatility underlying stocks that can quickly consume the premium rate or high - price, low - premium and non - redeemable equity - biased convertible bonds in the short term. For those with high requirements for drawdown, reducing positions can be considered. In July, attention should be paid to sectors such as consumer (appliances, auto parts, two - wheeled vehicles), technology (PCB, copper - clad laminates, data center power supplies in the computing power industry chain), grid equipment, sea wind, energy storage, innovative drugs, and some chemical pharmaceuticals with stable volume and price [4][21]. 3. Summary by Relevant Catalogs 3.1 Market Focus Last Week (June 30 - July 4, 2025) Stock Market - The equity market fluctuated and rose last week. Sectors with over - capacity reduction expectations such as steel, building materials, and photovoltaic performed well, and the innovative drug sector led the gains. The high - dividend bank sector also performed well. The A - share market showed different trends each day, with changes in sector performance and trading volume [1][9]. - Most Shenwan primary industries closed higher. Steel (+5.06%), building materials (+3.96%), banks (+3.77%), pharmaceutical biology (+3.64%), and comprehensive (+2.82%) led the gains, while computer (-1.28%), non - bank finance (-0.72%), beauty care (-0.55%), and transportation (-0.20%) performed poorly [10]. Bond Market - The bond market fluctuated last week. After the quarter - end, the liquidity tightened. The second - quarter monetary policy implementation report mentioned observing and evaluating the bond market from a macro - prudential perspective. The slight recovery of the June PMI and the increase in market risk appetite suppressed bond market sentiment. The 10 - year Treasury bond yield closed at 1.64% on Friday, down 0.29bp from the previous week [1][10]. Convertible Bond Market - Most convertible bond issues closed higher. The CSI Convertible Bond Index rose 1.21% for the whole week, the median price increased 1.10%, the calculated arithmetic average parity increased 1.82%, and the overall market conversion premium rate decreased 1.57% compared with the previous week. The arithmetic average conversion premium rates of convertible bonds with parities in the ranges of [90,100), [100,110), and [110,120) changed by +1.71%, +2.27%, and -0.79% respectively, at the 68%, 77%, and 39% percentile values since 2023 [2][10]. - Most industries in the convertible bond market closed lower. Pharmaceutical biology (+2.49%), national defense and military industry (+1.85%), environmental protection (+1.70%), and public utilities (+1.59%) led the gains, while transportation (-1.07%), textile and clothing (-0.84%), automobile (-0.41%), and communication (-0.33%) performed poorly [14]. - In terms of individual bonds, Seli (innovative drugs), Huicheng (hazardous waste treatment), Jing 23 (PCB), Emergency (military industry), and Xingang (thermal production and supply) convertible bonds led the gains; Sanyang (automobile logistics services), Jinji (H - acid reactive dyes), Jingduan (precision gears & announced forced redemption), Huafeng (automobile electronic control systems & announced forced redemption), and Huitong (modified plastics & announced forced redemption) convertible bonds led the losses [2][15]. - The total trading volume of the convertible bond market last week was 323.83 billion yuan, with an average daily trading volume of 64.766 billion yuan, an increase from the previous week [18]. 3.2 Valuation Overview As of July 4, 2025, the average conversion premium rates of equity - biased convertible bonds with parities in the ranges of 80 - 90 yuan, 90 - 100 yuan, 100 - 110 yuan, 110 - 120 yuan, 120 - 130 yuan, and above 130 yuan were 40.92%, 30.48%, 23.07%, 12.75%, 8.96%, and 5.65% respectively, at the 85%/72%, 82%/68%, 84%/77%, 63%/35%, 62%/39%, and 71%/42% percentile values since 2010/2021. The average YTM of bond - biased convertible bonds with parities below 70 yuan was -0.72%, at the 4%/0% percentile values since 2010/2021. The average implied volatility of all convertible bonds was 33.78%, at the 64%/44% percentile values since 2010/2021. The difference between the convertible bond implied volatility and the long - term actual volatility of the underlying stock was -13.81%, at the 25%/31% percentile values since 2010/2021 [22]. 3.3 Primary Market Tracking Last Week (June 30 - July 4, 2025) - Libo Convertible Bond was announced for issuance, and Dianhua and Anke Convertible Bonds were listed. - Libo Convertible Bond (111023.SH): The underlying stock is Libote (605167.SH) in the building decoration industry, with a market value of 5.155 billion yuan as of July 4. The company focuses on the design and manufacturing of industrial modules. The issued convertible bond scale is 750 million yuan, and the funds after deducting issuance fees will be used for the large - scale industrial module manufacturing project of Nantong Libote Heavy Industry Co., Ltd [30]. - Dianhua Convertible Bond (127109.SZ): The underlying stock is Xiangtan Dianhua (002125.SZ) in the power equipment industry, with a market value of 8.555 billion yuan as of July 4. The company's main businesses include the production and sales of electrolytic manganese dioxide and new - energy battery materials, etc. The issued convertible bond scale is 487 million yuan, and the funds will be used for the 30,000 - ton spinel - type lithium manganate battery material project and to supplement working capital [31]. - Anke Convertible Bond (123257.SZ): The underlying stock is Anke Innovation (300866.SZ) in the electronics industry, with a market value of 61.207 billion yuan as of July 4. The company is mainly engaged in the R & D and sales of smart mobile peripherals, etc. The issued convertible bond scale is 1.105 billion yuan, and the funds will be used for multiple projects such as R & D and industrialization of portable and household energy - storage products [32]. - As of July 4, the exchange accepted Shenyu Co., Ltd., and there were no new enterprises approved for registration, passed by the listing committee, passed by the general meeting of shareholders, or with board of directors' plans. There are currently 77 convertible bonds to be issued, with a total scale of 123.22 billion yuan, including 4 approved for registration with a total scale of 9.01 billion yuan and 3 passed by the listing committee with a total scale of 2.62 billion yuan [33]. Future Week (July 7 - July 11, 2025) As of the announcement on July 4, there are no convertible bonds announced for issuance or listing in the coming week [33].
电化转债盘中上涨30.0%报130.0元/张,成交额686.86万元,转股折价率6.95%
Jin Rong Jie· 2025-07-04 02:20
Group 1 - The convertible bond of Xiangtan Electric Chemical Co., Ltd. (referred to as "the company") experienced a 30.0% increase, reaching 130.0 CNY per bond, with a trading volume of 6.8686 million CNY and a conversion discount rate of 6.95% [1] - The company has issued a convertible bond with a credit rating of "AA" and a maturity of 6 years, featuring a tiered coupon rate starting from 0.20% in the first year to 2.00% in the sixth year, with a redemption price of 110.00 CNY [1] - The conversion price for the bond is set at 10.1 CNY, with the conversion period starting on December 22, 2025 [1] Group 2 - Xiangtan Electric Chemical Co., Ltd. is a state-owned enterprise under the Xiangtan State-owned Assets Supervision and Administration Commission, listed on the Shenzhen Stock Exchange since April 3, 2007 [2] - The company's main business includes the production and sale of electrolytic manganese dioxide and new energy battery materials, as well as urban sewage treatment and industrial trade, with an annual production capacity of 122,000 tons of electrolytic manganese dioxide [2] - The company has a diverse product range and is a strategic partner for major battery manufacturers, exporting to nearly 20 countries and regions [2] Group 3 - For the first quarter of 2025, the company reported a revenue of 417.8 million CNY, a year-on-year increase of 16.15%, while the net profit attributable to shareholders was 47.3287 million CNY, a decrease of 2.54% [2] - The company's non-recurring net profit was 45.4298 million CNY, reflecting a year-on-year decline of 5.91% [2] - As of June 2025, the company's shareholder base is relatively dispersed, with 47,700 shareholders and an average holding of 13,200 shares per person, amounting to an average investment of 162,200 CNY [2]
ST帕瓦:截至2025年6月11日前十大流通股东持股占比25.93%
Mei Ri Jing Ji Xin Wen· 2025-06-13 15:34
Group 1 - ST Pava announced a stock repurchase plan to stabilize its stock price, approved during the 25th meeting of the 3rd Board of Directors on June 11, 2025 [1] - The top ten unrestricted shareholders hold approximately 41.22 million shares, accounting for 25.93% of the total shares [1] - The largest shareholder is Zhejiang Zheshang Industrial Investment Fund, holding about 8.05 million shares, which is 5.06% of the total [1] Group 2 - For the year 2024, ST Pava's revenue composition shows that 99.12% comes from new energy battery materials, while other businesses account for only 0.88% [2] - The current market capitalization of ST Pava is 1.5 billion yuan [3]
再签17.5亿元!三大优质项目集中签约东莞厚街
Nan Fang Du Shi Bao· 2025-06-06 11:31
Group 1 - The core event highlighted the signing of three quality projects in Dongguan Houjie, with a total investment of 1.75 billion yuan [1][6] - The event showcased Houjie as a strong industrial town with significant development potential, promoting the "Houjie Plan" to Bay Area enterprises [3][5] - Houjie has a solid manufacturing foundation, advantageous transportation, and a complete industrial chain, with a projected GDP exceeding 50 billion yuan in 2024 [5][6] Group 2 - The event included a tour for over 30 quality enterprises to understand Houjie's investment environment and industrial strengths [3][6] - Houjie is set to be the "Year of Industrial Quality Upgrade" in 2025, with a focus on innovative mechanisms to enhance industrial capabilities [10] - As of early June, Houjie has signed multiple investment intentions totaling over 3 billion yuan, targeting active economic regions like the Yangtze River Delta and Shenzhen [10]
科创板的4家ST公司,其中1家IPO时超募资金112%
梧桐树下V· 2025-05-11 05:49
Core Viewpoint - The article highlights the financial struggles of four ST companies listed on the Sci-Tech Innovation Board, all of which experienced significant declines in net profit after their initial public offerings (IPOs) [1] Group 1: Company Overview - As of May 9, there are 586 companies listed on the Sci-Tech Innovation Board, with four classified as ST companies: ST Pava, *ST Guandian, *ST Tianwei, and ST Yifei [1] - All four companies had the highest net profit in the year of their IPO, followed by substantial declines or direct losses in the subsequent year [1] Group 2: ST Pava - ST Pava was listed on September 19, 2022, with a focus on the research, production, and sales of new energy battery materials [2][3] - The company reported revenues of 1.65626 billion yuan in 2022, which dropped to 954.27 million yuan in 2023 and further to 948.57 million yuan in 2024 [3] - The net profit figures were 108.56 million yuan in 2022, -250.03 million yuan in 2023, and -731.76 million yuan in 2024 [3] - The stock was placed under risk warning due to a negative internal control audit opinion from its auditing firm [4] Group 3: *ST Guandian - *ST Guandian transitioned to the Sci-Tech Innovation Board on May 25, 2022, specializing in drone flight services and defense equipment [6] - The company achieved revenues of 291.04 million yuan in 2022, which fell to 212.10 million yuan in 2023 and further declined to 89.98 million yuan in 2024 [7] - The net profit figures were 78.69 million yuan in 2022, 13.26 million yuan in 2023, and -111.15 million yuan in 2024 [7] - The stock was flagged for delisting risk due to negative profit figures and low revenue [8] Group 4: *ST Tianwei - *ST Tianwei was listed on July 30, 2021, focusing on fire suppression systems and related products [9] - The company reported revenues of 205.82 million yuan in 2021, which decreased to 110.75 million yuan in 2022, then increased to 140.48 million yuan in 2023, and dropped to 77.75 million yuan in 2024 [10] - The net profit figures were 114.54 million yuan in 2021, 44.92 million yuan in 2022, 49.70 million yuan in 2023, and -29.16 million yuan in 2024 [10] - The stock was placed under risk warning due to negative profit and revenue figures [11] Group 5: ST Yifei - ST Yifei was listed on July 28, 2023, focusing on precision laser processing equipment [12] - The company achieved revenues of 538.96 million yuan in 2022, 697.2 million yuan in 2023, and 692.1 million yuan in 2024 [13] - The net profit figures were 68.10 million yuan in 2022, 75.75 million yuan in 2023, and 9.41 million yuan in 2024 [13] - The stock was flagged for risk due to negative audit opinions from its auditing firm [13]