转自：许昌发布 记者近日获悉，省政府办公厅日前印发了《河南省加快推动制造业绿色低碳发展的若干政策措施》（以 下简称《措施》），从推动传统产业加快绿色低碳转型、推动壮大绿色低碳产业发展规模、推动提升资 源循环利用能力突破等6个方面出台了21条举措，加快提升河南制造业绿色竞争优势。 当前，制造业绿色低碳发展已成为塑造新动能新优势、发展绿色生产力、助力碳达峰碳中和的重要引 擎。《措施》提出，要把资源环境友好型产业发展作为制造业绿色低碳发展的关键发力点，加快培育新 能源汽车、节能环保装备、氢能、新型储能、新型电池、智算等绿色低碳产业，从增量上塑造制造业绿 色低碳发展的新动能新优势。力争到2027年，新能源汽车、节能环保装备产业规模分别达到3000亿元， 氢能、新型储能、新型电池产业规模分别达到千亿级，形成10个以上算力规模达到E级的大型算力中 心。 绿色低碳发展离不开科技创新，《措施》提出要提升绿色制造基础支撑能力，加强关键核心技术攻关， 力争到2027年，完成30个绿色低碳标准制修订，推广绿色低碳技术100项，新增绿色工厂500家。 此外，还将培育制造业绿色融合新业态，推动数字化绿色化协同、绿色制造与现代服务业融合 ...

12月26日，兰石重装盘中上涨2.27%，截至13:21，报10.79元/股，成交4.18亿元，换手率3.02%，总市值 140.95亿元。 资金流向方面，主力资金净流入447.68万元，特大单买入3405.45万元，占比8.14%，卖出1652.53万元， 占比3.95%；大单买入7481.36万元，占比17.89%，卖出8786.61万元，占比21.01%。 截至9月30日，兰石重装股东户数8.79万，较上期减少12.59%；人均流通股14863股，较上期增加 14.40%。2025年1月-9月，兰石重装实现营业收入47.46亿元，同比增长26.93%；归母净利润1119.64万 元，同比减少88.40%。 分红方面，兰石重装A股上市后累计派现2.56亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，兰石重装十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1035.69万股，相比上期增加215.35万股。南方中证1000ETF（512100）位居第六大流通股 东，持股596.83万股，相比上期减少7.30万股。华夏中证1000ETF（159845）位居第七大流通股东 ...

据悉，永道集团同步规划的节能环保装备制造业务，与海口综保区打造"绿色＋智造"产业生态圈的发展 导向高度契合。该业务将融入园区绿色制造体系，借助政策支持推动环保装备数字化升级，为区域产业 绿色转型注入新动能，这也是永道集团"绿色示范、开放共赢"核心战略在海南的具体实践。 当前，海南自贸港正式进入封关运作，政策制度体系不断完善。永道集团相关负责人表示，未来将以两 家子公司为支点，深度融入自贸港建设，充分释放跨境资金运营、绿色智造等业务的协同效应，在实现 企业高质量发展的同时，为海南自贸港产业升级与开放发展贡献力量。 创立于2008年的永道集团，历经十余年发展已构建起农业科技、节能环保、现代教育三大核心生态产业 链。其中，节能环保板块的高端装备制造、产业数字化等业务已形成核心竞争力，农业科技领域的智慧 产业园建设与现代教育板块的产教融合模式均处于行业领先地位，此次落子海南正是集团核心优势与自 贸港政策红利的精准对接。 "海南自贸港的'零关税、低税率'政策与金融开放创新优势，为企业国际化升级提供了绝佳平台。"永道 集团相关负责人表示，永道国际控股（海南）有限公司将聚焦跨境资金集中运营，借助自贸港多功能自 由贸易账户体 ...

Core Viewpoint - DeguTech announced the termination of its major asset restructuring plan, resulting in a nearly 44% drop in stock price since October 14 [1][5]. Group 1: Termination of Restructuring - On December 3, DeguTech's board approved the termination of the plan to acquire 100% of Haowei Cloud Computing Technology Co., Ltd. through share issuance and cash payment [4][5]. - The company had initially aimed to enter the digital transformation sector through this acquisition to build a differentiated advantage [4][5]. - Despite ongoing discussions, DeguTech and the transaction counterparties could not reach an agreement on key terms such as transaction price and scheme [4][5]. Group 2: Financial Performance - In the first three quarters of the year, DeguTech reported revenue of 382 million yuan, a year-on-year decrease of 9.29%, and a net profit attributable to shareholders of 72.26 million yuan, down 26.39% year-on-year [5]. - As of December 3, DeguTech's stock closed at 22.8 yuan, down 43.8% from its peak of 40.5 yuan on October 14, with a market capitalization of 3.5 billion yuan [5].

Core Viewpoint - The establishment of CITIC Equipment Manufacturing Group marks a significant step towards promoting intelligent, green, and integrated development in the manufacturing sector, aligning with national strategies for a strong manufacturing nation [1]. Group 1: Company Establishment and Mission - CITIC Equipment Manufacturing Group was officially launched on December 2 in Luoyang, Henan, with the mission of "Leading Intelligent Manufacturing, Strengthening Equipment Power" [1]. - The group is a key vehicle for CITIC Group to implement national strategies and support the development of the manufacturing sector [1]. Group 2: Strategic Focus and Goals - The group aims to integrate core assets from CITIC Group's manufacturing sector, enhancing R&D and manufacturing capabilities in advanced engineering machinery, robotics, CNC machine tools, energy-saving and environmental protection equipment, and advanced alloy materials [1]. - Future focus will be on three core industries: equipment manufacturing, new materials, and robotics, with a vision to become a leader in comprehensive competitiveness in the equipment sector [1].

Core Viewpoint - Lanzhou Lanshi Heavy Equipment Co., Ltd. has shown significant trading activity with a notable increase in financing and margin trading, indicating strong investor interest despite a decline in net profit year-on-year [1][2]. Financing Activity - On November 20, Lanzhou Lanshi Heavy Equipment experienced a financing buy-in of 122 million yuan, with a net financing buy of 6.23 million yuan after repayments [1]. - The total financing and margin trading balance reached 578 million yuan, accounting for 4.22% of the circulating market value, which is above the 90th percentile of the past year [1]. - The company had a margin trading balance of 1.85 million yuan with a remaining short position of 177,500 shares, also above the 90th percentile of the past year [1]. Company Overview - Lanzhou Lanshi Heavy Equipment, established on October 22, 2001, and listed on October 9, 2014, operates in various sectors including traditional energy chemical equipment, new energy equipment, industrial intelligent equipment, and energy-saving environmental protection equipment [2]. - The revenue composition includes traditional energy equipment (50.98%), metal new materials (16.65%), engineering contracting (12.09%), energy-saving environmental protection equipment (8.59%), industrial intelligent equipment (6.49%), new energy equipment (4.13%), technical services (0.70%), and others (0.37%) [2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 4.746 billion yuan, reflecting a year-on-year growth of 26.93%, while the net profit attributable to shareholders decreased by 88.40% to 11.196 million yuan [2]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 12.59% to 87,900, with an average of 14,863 circulating shares per person, an increase of 14.40% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3].

Core Viewpoint - The proposed "elephant swallowing snake" acquisition by Degute (300950.SZ) is likely to be terminated due to the inability to reach an agreement on key terms with the target company, Haowei Cloud Computing Technology Co., Ltd. [2][6] Group 1: Acquisition Details - Degute plans to terminate the acquisition of 100% equity in Haowei Technology and the associated fundraising due to challenges in meeting the demands of all parties involved [2][6] - The revenue difference between Degute and Haowei Technology is over 6 times, and the net asset difference is over 3 times for the year 2024 [3][4] - Degute's current main business is energy-saving and environmental protection equipment manufacturing, while Haowei Technology provides digital and intelligent solutions to global telecom operators and enterprise clients [3][4] Group 2: Strategic Intentions - Degute aims to build a "second growth curve" through this acquisition, seeking strategic synergy and effective integration with Haowei Technology [2][3] - The company has expressed that horizontal integration has been challenging due to market competition and fragmentation, thus it is looking to acquire quality assets that align with national industrial policies and have strong growth prospects [3][4] Group 3: Negotiation Challenges - The termination of the acquisition is attributed to a lack of consensus on the valuation and performance commitments between Degute and Haowei Technology's major shareholders [6][7] - Despite multiple rounds of discussions, key terms such as transaction price and scheme have not been agreed upon, leading to the decision to terminate the deal [6][7] Group 4: Future Outlook - Following the termination of the acquisition, Degute's main business remains stable, although there has been a downward trend in performance since 2025, attributed to revenue recognition and rising management costs [7] - The company maintains an open attitude towards constructing a "second growth curve" despite the current challenges [7]

Core Viewpoint - The company, Degute, announced the termination of its major asset restructuring plan to acquire 100% equity of Haowei Cloud Computing Technology Co., Ltd. due to disagreements among key stakeholders regarding core terms such as valuation, performance commitments, and compensation clauses [1][3]. Group 1: Restructuring Termination - Degute received feedback from Haowei Technology indicating significant disagreements among major stakeholders on the core terms of the restructuring, making it difficult to form a satisfactory proposal within the effective time window [3]. - The termination of the transaction requires multiple procedures, including further negotiations, internal review processes, and final approval from Degute's board of directors, introducing uncertainty regarding the timeline [3]. - The company committed not to plan any major asset restructuring for at least one month following the termination announcement [3]. Group 2: Background of the Restructuring - Degute initially disclosed its acquisition intention on June 29 and released a transaction proposal on July 13, aiming to diversify its business into telecommunications software development, cloud and AI software services, and industry digital solutions [4]. - As a high-tech energy-saving and environmental protection equipment manufacturer, Degute faces challenges such as intensified industry competition and limited market space [4]. Group 3: Haowei Technology Overview - Haowei Technology, a major shareholder of which is ZTE Corporation, operates internationally and has no controlling shareholder or actual controller [5]. - The top three shareholders of Haowei Technology hold 27.83%, 27.62%, and 13.85% of the shares, respectively, and the company has a significant overseas presence with multiple business lines [5]. - Financial data indicates that Haowei Technology's net profits for 2023 and 2024 are projected to be 202 million and 205 million, respectively, but it reported a loss of 133 million in Q1 2025 due to seasonal revenue characteristics [5]. Group 4: Impact on Degute's Financials - Following the announcement of the restructuring plan, Degute's stock price rose significantly, reflecting high market expectations for its cross-industry transformation [5]. - As of November 7, Degute's stock price was 32.66 yuan per share, with a total market capitalization of 4.98 billion yuan, and the stock has increased over 104% year-to-date [5]. - Degute's net profits for 2022, 2023, and 2024 were reported as 65.58 million, 38.66 million, and 96.72 million, respectively, with a 26.39% decline in net profit for the first three quarters of 2025 [7].

Core Viewpoint - The company, Degute, plans to terminate the acquisition of 100% equity in Haowei Technology due to difficulties in reaching an agreement on key terms of the transaction, which was intended to create a second growth curve for the company [2][4][6]. Group 1: Transaction Details - Degute announced the termination of the major asset restructuring transaction, stating that it could not form a satisfactory plan for all parties involved within the effective time window [2][6]. - The transaction was initially planned to be executed through the issuance of shares and cash payment to acquire Haowei Technology, aiming to expand into telecom software development and services, cloud and AI software development, and industry digital solutions [2][10]. - The company has committed not to plan any major asset restructuring for at least one month following the announcement of the termination [7]. Group 2: Stakeholder Information - Haowei Technology has no controlling shareholder or actual controller, with a total of 14 shareholders. The top three shareholders are Nanjing Xiruang Enterprise Management Partnership (27.83%), ZTE Corporation (27.62%), and Nanjing Jiayuteng Enterprise Management Partnership (13.85%) [7][8]. - The major stakeholders have not reached an agreement on the valuation for the restructuring, performance commitments, and compensation terms [4][6]. Group 3: Financial Performance - Degute's net profits for the years 2022 to 2024 are projected to be 65.58 million, 38.66 million, and 96.72 million yuan respectively, with non-recurring net profits of 57.78 million, 33.63 million, and 93.44 million yuan [10]. - Haowei Technology's net profits for 2023, 2024, and the first quarter of 2025 are expected to be 202 million, 205 million, and -133 million yuan respectively, indicating potential volatility in earnings [15]. Group 4: Industry Context - The industry in which Haowei Technology operates shows seasonal revenue characteristics, primarily serving telecommunications, government, and energy sectors, which typically plan their product or service procurement annually, with acceptance of products generally occurring in the second half of the year [17].

Core Viewpoint - The company Deguot plans to terminate the acquisition of 100% equity in Haowei Technology due to the inability to reach an agreement on key terms of the transaction with the counterparties [1][2]. Group 1: Transaction Details - Deguot intended to acquire Haowei Technology through a combination of share issuance and cash payment, aiming to create a second growth curve for the company [1][4]. - The negotiation process has been ongoing, but Deguot and the counterparties have failed to agree on the transaction price and other core terms [2]. - The major shareholders of Haowei Technology include Nanjing Xiruan Enterprise Management Partnership, ZTE Corporation, and Nanjing Jiayuteng Enterprise Management Partnership, holding 27.83%, 27.62%, and 13.85% respectively [3]. Group 2: Financial Performance - Deguot's net profit for the years 2022 to 2024 is projected to be 65.58 million, 38.66 million, and 96.71 million respectively, with non-recurring net profit figures of 57.76 million, 33.63 million, and 93.44 million [4]. - In the first three quarters of 2025, Deguot's net profit decreased by 26.39% to 72.26 million, while the non-recurring net profit fell by 31.86% to 65.24 million [4]. Group 3: Haowei Technology Overview - Haowei Technology is an international software and information technology service provider, focusing on digital transformation solutions based on cloud computing, big data, and artificial intelligence for telecom operators, government, and enterprise clients [5]. - The company has three main business lines: telecom software development and services, cloud and AI software development and services, and industry digital solutions, with significant advantages in overseas business [5]. - Haowei Technology's net profit for 2023, 2024, and the first quarter of 2025 is projected to be 202 million, 205 million, and -13.3 million respectively [6].