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ST景谷: 关于上海证券交易所《关于云南景谷林业股份有限公司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· 2025-06-25 17:36
证券代码:600265 证券简称:ST 景谷 公告编号:2025-051 云南景谷林业股份有限公司关于上海证券交易所 《关于云南景谷林业股份有限公司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。 重要事项提示: ● 云南景谷林业股份有限公司(以下简称"公司"或"景谷林业")2023 年 2 月以现金方式收购唐县汇银木业有限公司(以下简称"汇银木业")51%股权,该交 易以收益法作为评估方法。为保护公司及全体股东利益,公司与汇银木业原实际控 制人崔会军、王兰存签订了相应的盈利预测补偿协议,对汇银木业 2023-2025 年进 行了业绩承诺与补偿安排。2023 年度,汇银木业业绩承诺指标完成。2024 年度,汇 银木业未完成业绩承诺指标,经年审会计师审定,汇银木业 2024 年度净利润为 -3,245.80 万元,公司应收业绩补偿款金额为 14,186.92 万元(以下简称"标的债 权")。为化解上述标的债权的回收风险,降低公司的财务压力,公司与控股股东 周大福投资有限公司(以 ...
北新建材:平台型建材,架构初长成-20250606
SINOLINK SECURITIES· 2025-06-06 00:23
"一体":石膏板消费属性增强,持续降本+扩品类+出海 石膏板市场规模约为 150-200 亿元,公司市占率(产量口径)近七 成。公司近年来致力增强石膏板消费属性,加大渠道布局、增加宣 传力度、提升高端产品占比。主导业务继续重点关注:①降本, 2024 年石膏板单位成本为 3.71 元/平米,同比下降 0.19 元/平米。 ②扩品类,发力轻钢龙骨、粉末砂浆等"石膏板+"业务,拟投资 建设的石膏纤维板可用于内墙和隔墙。③出海,公司于 2017 年启 动全球化布局,2023 年加速推进,主要聚焦东南亚、中亚、中东、 欧洲和环地中海四大区域,25Q1 国际化业务收入、净利润同比分 别增长 73.00%、143.08%。 "两翼":防水+涂料规模逆势扩张 2019 年公司确定"一体两翼"战略目标,当年通过联合重组进入 防水材料业务领域。公司防水卷材收入规模已达行业前 3。涂料同 样收并购为主,建筑涂料方面,2023 年底联合重组嘉宝莉(持股 78.34%,2024 年 2 月并表),涂料年产能由 10.3 万吨提升至 130 万吨以上,2024 年嘉宝莉业绩承诺完成率 81.27%。工业涂料方面, 2021 年、202 ...
国内商品期货收盘 尿素跌超2%
news flash· 2025-06-05 07:01
国内 商品期货收盘,涨跌参半。氧化铝、尿素等跌超2%,原木跌超1%,PX、工业硅等小幅下跌;纤 维板涨超2%,沪锡、焦煤涨逾1%,红枣、焦炭等小幅上涨。 ...
两家上市公司即将“摘星摘帽” 明日停牌
Zheng Quan Shi Bao Wang· 2025-05-18 12:18
Group 1 - ST Shengda announced the removal of risk warnings and the change of its stock name from "ST Shengda" to "Shengda Forestry" effective May 20 [1] - ST Shengda's main business has shifted from home products to natural gas liquefaction and urban gas operations after significant restructuring [1][2] - The company has resolved issues related to the misuse of funds by its former controlling shareholder and has no current major shareholder or actual controller [2] Group 2 - ST Shengda is pursuing litigation related to the illegal guarantees provided by Shengda Group and aims to recover losses [3] - *ST Mingjia announced that it met the conditions for the removal of delisting risk warnings, with an audited revenue of 117 million and a net asset of 96.44 million for 2024 [3] - Despite the removal of delisting risk warnings, *ST Mingjia will continue to face other risk warnings due to negative net profits in the last three accounting years [3]
密封科技(301020) - 密封科技2025年5月15日投资者关系活动记录表
2025-05-16 00:18
证券代码:301020 证券简称:密封科技 烟台石川密封科技股份有限公司 投资者关系活动记录表 | | 收入保持小幅增长,2024年销售收入2751万。目前无石棉密封纤维 | | --- | --- | | | 板产品广泛应用于造船、制冷设备、汽车及一般工业等领域,国内 | | | 无石棉密封板研发起步较晚,产品蠕变松弛率与国外高档无石棉产 | | | 品存在一定差异,这也限制了产品在高端工况的使用推广。目前公 | | | 司致力于开发低松弛率无石棉密封板,实现高端国外无石棉密封板 | | | 产品的进口替代。 | | 关于本次活动是否涉及应 | 本次活动不涉及未公开披露的重大信息。 | | 披露重大信息的说明 | | | 附件清单(如有) | | | 日期 | 2025年05月15日 | 编号:2025 -003 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | | ☐新闻发布会 路演活动 | | | ☐现场参观 | | | ☐其他(请文字说明其他活动内容) | | | 线上投资者 | | 参与单位名称及人员姓名 | | | ...
韩国对泰国纤维板启动反倾销调查
news flash· 2025-05-08 03:24
利益相关方应于公告发布之日起三周内进行应诉登记。 据中国贸易救济信息网消息,2025年5月7日,韩国贸易委员会发布第2025-10号公告(案件调查号23- 2025-5)称,应韩国企业주식회사 유니드비티플러스(参考英文名UNIDBT Plus Co., Ltd.)申请,对原 产于泰国厚度不超过5毫米的纤维板(Fibreboard of wood or other ligneous materials)启动反倾销调查。 本案倾销调查期为2024年1月1日~2024年12月31日,损害调查期为2021年1月1日~2024年12月31日。涉 案产品的韩国税号为4411.12.1000、4411.12.9000、4411.92.1000、4411.92.9010、4411.92.9090、 4411.93.1000、4411.93.9010、4411.93.9090、4411.94.1000、4411.94.9000。 ...
绿色引擎,还是“霸王树”?倾听桉树的声音 | 生态新方位
Zhong Guo Zi Ran Zi Yuan Bao· 2025-05-07 04:01
Core Viewpoint - Eucalyptus is a versatile species that integrates economic, ecological, and social benefits, and its water consumption controversy should not be oversimplified [1][9][16] Economic Impact - Eucalyptus serves as a "green engine," significantly contributing to regional economic development, particularly in southern China, where it supports industries like wood processing and paper production [2][5] - The eucalyptus industry in Guangxi has created a complete industrial chain, enhancing local living standards and laying a foundation for sustainable regional economic growth [2][5] Ecological Value - Eucalyptus has multiple ecological benefits, including soil stabilization and air purification, with its artificial forests showing strong carbon sequestration capabilities [7][8] - Scientific management practices, such as extending rotation periods and intercropping with broadleaf species, can enhance the ecological functions of eucalyptus [9][12] Water Consumption Debate - The water consumption of eucalyptus is a complex issue that requires a nuanced understanding of various factors, including climate and soil conditions [8][9] - Long-term monitoring indicates that eucalyptus plantations can improve local microclimates and increase annual precipitation in surrounding areas [9] Innovative Cultivation Practices - Recent explorations of mixed planting models with eucalyptus have shown positive results in soil health and nutrient cycling, reducing reliance on chemical fertilizers [12][13] - The annual timber yield from eucalyptus plantations has significantly increased due to improved cultivation techniques, with some areas achieving yields of over 25 cubic meters per hectare [12][13] Sustainable Development - Eucalyptus plantations are being integrated into sustainable development frameworks in regions like Guangdong, contributing to ecological and aesthetic benefits [15][16] - The ongoing international trade dynamics and environmental discussions necessitate a scientific approach to eucalyptus management to ensure the security of China's timber industry [16]
宁波方正2024年年报解读:经营承压,多项费用攀升
Xin Lang Cai Jing· 2025-04-26 19:23
Core Viewpoint - Ningbo Fangzheng Automotive Mould Co., Ltd. reported a slight increase in revenue for 2024, but a significant net profit loss, indicating operational challenges amid rising costs and market competition [1][2][8] Revenue and Profit Summary - In 2024, the company achieved operating revenue of 969,821,738.92 yuan, a marginal increase of 0.08% from 969,050,244.41 yuan in the previous year [2] - The net profit attributable to shareholders turned negative at -9,296,374.40 yuan, a decline of 245.40% from 17,582,397.77 yuan in the previous year [2] - The basic earnings per share dropped to -0.0682 yuan from 0.1659 yuan, a decrease of 241.83% [2] Cost and Expense Analysis - Sales expenses rose by 14.33% to 24,101,446.33 yuan, likely due to increased marketing efforts to combat competition [3] - Management expenses increased by 13.05% to 67,742,058.63 yuan, attributed to the complexity of expanded business operations [3] - Financial expenses surged by 34.07% to 13,637,709.12 yuan, primarily due to increased bank loan interest [3] Cash Flow Insights - The net cash flow from operating activities improved significantly to 88,748,963.10 yuan from -104,675,042.98 yuan, a year-on-year increase of 184.79% [4] - The net cash flow from investing activities was -91,664,394.73 yuan, an improvement of 84.61% from -595,681,596.46 yuan in the previous year [4] - The net cash flow from financing activities decreased by 72.34% to 259,325,546.23 yuan, reflecting a reduction in fundraising activities compared to the previous year [4] Research and Development Focus - The company invested 38,233,679.01 yuan in R&D, accounting for 3.94% of operating revenue, with no capitalized R&D expenses [5] - The company has made significant advancements in lightweight automotive components and has entered the supplier system of global clients [5] - Changes in the R&D personnel structure may impact innovation capabilities, with a notable decrease in master's degree holders [5] Market and Competitive Landscape - The company faces intensified competition from industry peers and new entrants, which may pressure market share if it fails to adapt [6][7] - Risks include management challenges, receivables collection, and fluctuations in raw material prices, which could affect financial stability [7]
XTEP INT'L(01368) - 2023 H1 - Earnings Call Transcript
2023-08-23 08:30
Xtep International Holdings Limited (01368) H1 2023 Earnings Call August 23, 2023 03:30 AM ET Speaker0 Thank you. Welcome to the XTEP International Holdings Limited Interim Results Conference. I'm Sofia, the Director for Sustainable Development, and we have today the Chairman and the CEO, Mr. Ding Xuebo. Mr. Tian Zhong, the Core XTEP brand Chief Executive Officer and the CFO, Mr. Ricky Young. Today, our conference will be hybrid both online and offline. Apart from on-site, we also have webcast and also tele ...