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共富路上的耐心资本:国家级基金“双轮”赋能乡村振兴
Zheng Quan Shi Bao· 2025-08-28 17:56
蔡仲秋解释,资源开发类项目天然与欠发达地区紧密联系,不仅具有带动社会资本作用强的特点,项目 建设运营也能更有力地带动当地基础设施建设和上下游产业链发展,有效增加地方财政收入,助力经济 高质量可持续发展。截至目前,基金已累计撬动社会资本4000亿元。 北京师范大学中国乡村振兴与发展研究中心主任张琦在接受证券时报记者采访时表示,在产业资本助力 下,欠发达地区特色产业链体系不断夯实,科技赋能、标准化品牌化建设不断加强,联农带农成效显 著。 农业科技的"耐心资本" 山东的禽加工车间里工人忙碌作业、河北的挤奶车间转盘上奶牛有序"上岗"、新疆的全自动棉产品生产 线高效运转……近期,在国投创益产业基金的数字化平台上,证券时报记者看到了一幅跨越地域的"产 业拼图",共同讲述着乡村产业振兴的故事。 农业投资具有回报周期长、风险高等特点,历来吸引社会资本难度大,但我国农业要想实现现代化转 型、乡村振兴又离不开金融的支持,这就需要有"国家队"发挥头雁效应。作为两只国家级基金(中央企 业乡村产业投资基金、欠发达地区产业发展基金)的管理人,国投创益产业基金管理有限公司(下 称"国投创益")目前共管理着10余只乡村振兴产业基金,总规模突 ...
天鹅股份2025年中报简析:营收净利润同比双双增长,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-22 22:42
据证券之星公开数据整理,近期天鹅股份(603029)发布2025年中报。截至本报告期末,公司营业总收 入3.21亿元,同比上升23.47%,归母净利润1809.63万元,同比上升20.41%。按单季度数据看,第二季 度营业总收入1.99亿元,同比上升28.91%,第二季度归母净利润1073.33万元,同比上升33.37%。本报 告期天鹅股份公司应收账款体量较大,当期应收账款占最新年报归母净利润比达198.27%。 在建工程变动幅度为33.71%,原因:图木舒克天鹅项目建设增加投资。 应交税费变动幅度为-71.44%,原因:缴纳了企业所得税和增值税。 一年内到期的非流动负债变动幅度为-49.22%,原因:租赁将于本年度到期。 本次财报公布的各项数据指标表现一般。其中,毛利率28.47%,同比减5.49%,净利率5.65%,同比减 2.0%,销售费用、管理费用、财务费用总计4899.01万元,三费占营收比15.26%,同比减11.86%,每股 净资产7.37元,同比增6.17%,每股经营性现金流-1.33元,同比减0.05%,每股收益0.15元,同比增 25.0% | 项目 | 2024年中报 | 2025年中报 ...
天鹅股份: 山东天鹅棉业机械股份有限公司2025年第一次临时股东大会会议材料
Zheng Quan Zhi Xing· 2025-08-22 10:13
山东天鹅棉业机械股份有限公司 会议材料 二〇二五年九月 山东天鹅棉业机械股份有限公司 2025 年第一次临时股东大会 会议材料 山东天鹅棉业机械股份有限公司 为了维护广大投资者的合法权益,保证股东在山东天鹅棉业机械股份有限公 司(以下简称"公司")股东大会依法行使股东权利,确保股东大会的正常秩序和 议事效率,根据相关法律法规及《公司章程》《公司股东大会议事规则》等有关 规定,特制定本须知,请全体出席股东大会的人员自觉遵守。 一、公司证券部具体负责大会有关程序方面的事宜。 二、请拟出席本次股东大会现场会议的各位股东配合公司做好登记工作,参 加大会的自然人股东持本人身份证、证券账户卡进行登记及参会;法人股东由法 定代表人出席会议的,应持法人证券账户卡、加盖公章的营业执照复印件、法定 代表人本人身份证(或身份证明)进行登记及参会。委托他人代理出席会议的, 代理人持本人身份证、相应人依法出具的书面授权委托书及前述相关对应证件, 经验证合格后,方可出席会议。 六、股东参加股东大会,依法享有发言权、质询权、表决权等各项权利。各 位股东应认真履行法定义务,不得侵犯其他股东的合法权益,不得扰乱大会的正 常秩序。 七、出席现场 ...
天鹅股份: 山东天鹅棉业机械股份有限公司2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-21 11:10
采用棉箱储棉的棉花收获机,采收过程中,当棉箱盛满 箱式采棉机 指 时,需停止作业,返回地头卸棉后,方能继续返回作业 三行/四行/六行采棉机 指 采收行数为三行/四行/六行的棉花收获机 一次完成谷类作物的收割、脱粒、分离茎秆、清除杂余 谷物联合收获机 指 等工序,从田间直接获得谷粒的谷物收获机械 安装玉米割台的谷物联合收获机,是一次完成玉米作物 籽粒机、玉米籽粒联合收获机 指 的切割、输送、秸秆切碎、籽粒脱粒、清选、复脱、籽 粒装仓卸粮等作业 一种可将潮湿的农作物籽粒含水率降低到目标含水率 烘干塔 指 且连续作业的烘干设备 兵团、新疆兵团、新疆建设兵团 指 新疆生产建设兵团 新疆自治区 指 新疆维吾尔自治区 山东天鹅棉业机械股份有限公司2025 年半年度报告 第二节 公司简介和主要财务指标 一、 公司信息 公司的中文名称 山东天鹅棉业机械股份有限公司 公司的中文简称 天鹅股份 公司的外文名称 Shandong Swan Cotton Industrial Machinery Stock Co.,Ltd. 公司的外文名称缩写 Swan Cotton Machinery 公司的法定代表人 王新亭 二、 联系人和联系 ...
天鹅股份(603029.SH):上半年净利润1809.63万元 同比增长20.41%
Ge Long Hui A P P· 2025-08-21 10:51
格隆汇8月21日丨天鹅股份(603029.SH)公布半年度报告,2025年上半年实现营业收入32,109.34万元,较 上年同期增长23.47%,归属于上市公司股东净利润1,809.63万元,较上年同期增长20.41%。在国内棉机 市场,持续加大智能化60包/时机采棉生产线整体解决方案的市场推广力度,以技术升级激活存量设备 更新需求,不断扩大优质用户群体;以图像三丝清理机、脉冲式除尘器等新技术产品为抓手,强化皮棉 清理机的市场渗透,进一步巩固行业领先地位。在国内采棉机市场,坚持稳中求进策略,深挖市场刚性 需求,通过持续优化产品稳定性与可靠性,在存量竞争中稳固市场份额。其他农机产品市场仍处于培育 阶段,坚持以"稳固口碑、升级性能"为核心,持续优化提升在农机市场的综合影响力。 ...
山东天鹅棉业机械股份有限公司关于为采棉机客户提供担保的公告
Group 1 - The company plans to provide guarantees for cotton picker customers to facilitate financing needs, with a maximum guarantee amount not exceeding RMB 250 million [2][4] - As of the announcement date, the actual guarantee balance provided by the company for cotton picker users is RMB 366.36 million [2][3] - The company has established strict risk control measures to manage guarantee risks, including continuous tracking of the repayment ability of the guaranteed parties [9] Group 2 - The board of directors approved the proposal to provide guarantees for cotton picker customers, believing it will enhance the company's sales model and accelerate capital turnover [10][31] - The proposal requires approval from the shareholders' meeting [6][32] - The company has no overdue guarantees as of the announcement date [3][11]
天鹅股份:第七届监事会第十次会议决议公告
Zheng Quan Ri Bao· 2025-08-15 12:49
Core Viewpoint - The company, Swan Co., announced that its seventh supervisory board's tenth meeting approved a proposal to provide guarantees for cotton picker customers [2] Group 1 - The supervisory board's decision reflects the company's commitment to supporting its customers in the agricultural machinery sector [2] - The provision of guarantees may enhance customer relationships and potentially lead to increased sales in the cotton picking machinery segment [2]
天鹅股份:第七届董事会第十一次会议决议公告
Zheng Quan Ri Bao· 2025-08-15 12:49
Group 1 - The company announced that its seventh board of directors held its eleventh meeting, where it approved a proposal to provide guarantees for cotton picker customers [2] - The company also proposed to convene the first extraordinary general meeting of shareholders in 2025 [2]
天鹅股份: 山东天鹅棉业机械股份有限公司关于为采棉机按揭销售业务提供担保的进展公告
Zheng Quan Zhi Xing· 2025-06-06 10:26
Summary of Key Points Core Viewpoint - The company, Shandong Swan Cotton Machinery Co., Ltd., is providing guarantees for cotton picker mortgage sales, with a current guarantee balance of 379.83 million yuan, which accounts for 42.36% of the company's latest audited net assets [1]. Group 1: Guarantee Overview - The company has received approval from its shareholders' meetings in 2022 and 2023 to provide guarantees for eligible cotton picker users' mortgage purchases, utilizing methods such as cash collateral, repurchase guarantees, and covering the shortfall [1]. - The company has disclosed relevant information regarding these guarantees on the Shanghai Stock Exchange [1]. Group 2: Progress of Guarantees - The company has implemented risk management measures by early identification and intervention, conducting assessments of existing mortgage loan users' creditworthiness and repayment capabilities [2]. - The company has compensated 1.09 million yuan for overdue principal and interest for 11 cotton picker buyers, with the amount deducted from the company's guarantee account by Changji Rural Commercial Bank on June 5, 2025 [2]. Group 3: Impact on the Company and Future Measures - The compensation is part of the company's proactive risk management strategy, allowing it to obtain recovery rights for the compensated amount and pursue legal avenues for recovery [2]. - The company has recognized a provision for expected liabilities of 18.72 million yuan related to the existing mortgage loan guarantees, and the compensation will not affect its normal production and operations [2].
星光农机2024年财报被出具保留意见的审计报告 5月6日起将“披星戴帽”
Mei Ri Jing Ji Xin Wen· 2025-04-30 04:49
Core Viewpoint - Xingguang Agricultural Machinery is facing delisting risk due to negative net profit and insufficient operating revenue, leading to a stock name change to "*ST Xingnong" and a 5% daily price limit starting May 6 [4][5][6] Financial Performance - In 2023, the company reported operating revenue of 269 million yuan, a year-on-year decrease of 12.65%, with adjusted operating revenue at 256 million yuan, down 13.10% [3] - The net profit attributable to shareholders was a loss of 175 million yuan [3] - Revenue from agricultural machinery was 136 million yuan, down 2.12%, with a gross margin of -14.94%, a decrease of 21.18 percentage points [3] - Agricultural service revenue was only 8.87 million yuan, down 85.54%, with a gross margin of -32.83%, a decrease of 19.32 percentage points [3] Audit Report - The auditing firm issued a qualified opinion on the 2024 financial statements, indicating significant concerns regarding the recognition of revenue from cotton farming services [5][6] - The firm could not confirm whether the company acted as the primary responsible party in a transaction worth 60.1 million yuan, with 5.605 million yuan in costs, and 5.41 million yuan of this revenue remains uncollected [5][6] Company Strategy - The company plans to enhance its main business revenue by improving its sales network in key domestic regions and expanding into overseas markets along the "Belt and Road" initiative [4] - There will be increased investment in R&D focusing on high-end intelligent agricultural machinery and small machinery suitable for hilly areas, alongside the elimination of outdated production capacity [4] - The company aims to dispose of inefficient idle assets to improve asset utilization [4]