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九洲集团:实际控制人李寅和赵晓红合计减持1132.6万股
Xin Lang Cai Jing· 2026-02-06 11:13
九洲集团公告,实际控制人李寅及一致行动人赵晓红原拟2025年11月20日至2026年2月19日各减持不超 600万股,已于2025年12月9日至2026年2月5日合计减持1132.6万股,其中李寅集中竞价减持160万股, 价6.74元/股,大宗交易减持389.3万股,价6.17元/股;赵晓红集中竞价减持481.7万股,价6.76-6.86元/ 股,大宗交易减持101.6万股,价6.76元/股。双方决定提前终止减持计划,剩余期限内不再减持。 ...
九洲集团(300040) - 关于实际控制人及其一致行动人提前终止减持计划暨减持结果的公告
2026-02-06 11:02
本公司及监事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 哈尔滨九洲集团股份有限公司(以下简称"公司"或"本公司")哈尔滨九 洲集团股份有限公司(以下简称"公司")于 2025 年 10 月 29 日在巨潮资讯网 (www.cninfo.com.cn)披露了《关于实际控制人及其一致行动人减持股份预披露 公告》(公告编号:2025-112),公司控股股东、实际控制人李寅及一致行动人赵 晓红计划在本公告披露之日起 15 个交易日后的 3 个月内(即 2025 年 11 月 20 日 至 2026 年 2 月 19 日)以集中竞价和大宗交易方式各减持公司股份不超过 6,000,000 股。 2026 年 2 月 6 日,公司收到控股股东、实际控制人李寅及一致行动人赵晓 红出具的《关于提前终止减持计划暨减持结果的告知函》。截至本公告披露日, 李寅先生及赵晓红女士本次已减持股份 11,326,003 股,其决定提前终止本次股份 减持计划,本次未完成减持的股份在本次减持计划剩余期限内将不再减持。现将 具体情况公告如下: | 股东名称 | 减持方式 | 减持日期 | | 减持价格区间 ...
九洲集团:未收到马斯克团队来访考察的相关通知
Ge Long Hui· 2026-02-05 08:12
格隆汇2月5日丨九洲集团(300040.SZ)在投资者互动平台表示,公司未收到马斯克团队来访考察的相关 通知,亦未与其旗下公司有所接洽。 ...
九洲集团(300040.SZ):目前正在研发推进固态变压器,已有技术储备
Ge Long Hui· 2026-02-05 08:07
格隆汇2月5日丨九洲集团(300040.SZ)在投资者互动平台表示,公司变压器产品包括油浸式变压器、干 式变压器、主变等,目前正在研发推进固态变压器,已有技术储备。变压器产品收入约占公司智能配电 网业务年销售额的30%。 ...
九洲集团(300040.SZ):未收到马斯克团队来访考察的相关通知
Ge Long Hui· 2026-02-05 08:07
格隆汇2月5日丨九洲集团(300040.SZ)在投资者互动平台表示,公司未收到马斯克团队来访考察的相关 通知,亦未与其旗下公司有所接洽。 ...
九洲集团今日大宗交易折价成交101.6万股,成交额686.82万元
Xin Lang Cai Jing· 2026-02-02 09:02
| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2026-02-02 | 300040 | 九洲集团 | 6.76 | 101.60 | 686.82 中信证券股份有限 | 国盛证券股份有限 | | | | | | | | 公司北京呼家楼证 | 公司哈尔滨嵩山路 | | | | | | | | 劳营业部 | 证券营业部 | | 2月2日,九洲集团大宗交易成交101.6万股,成交额686.82万元,占当日总成交额的1.62%,成交价6.76 元,较市场收盘价6.85元折价1.31%。 ...
九洲集团:2025年业绩大幅提升 紧抓电网投资与AI算力新机遇
Zheng Quan Shi Bao Wang· 2026-01-26 03:05
Core Viewpoint - JiuZhou Group (300040.SZ) is expected to achieve a net profit of 40 million to 50 million yuan for the year 2025, marking a turnaround from losses to profitability, with improved earnings capacity [1] Group 1: Performance Recovery - The successful turnaround to profitability is attributed to refined operations and improved profitability in the biomass sector [2] - Continuous promotion of refined management and optimization of operational processes have effectively reduced operational costs, leading to an overall improvement in profitability [2] - The biomass power generation business is expected to stabilize in 2025, with anticipated continuous improvement in cash flow and no significant asset impairment [2] Group 2: Market Expansion - JiuZhou Group's smart distribution network equipment business is driven by both domestic and international markets [2] - Domestically, the company has gained supplier qualifications for China National Petroleum and has entered the whitelist of major clients like State Grid Jiangsu [2] - Internationally, JiuZhou Group has successfully won a bid for a 400MW/800MWh energy storage project in Uzbekistan, marking significant progress in the Belt and Road Initiative and Central Asian market expansion [2] Group 3: Policy Support and Growth Potential - The smart distribution network business is entering a new prosperity cycle, with the State Grid's fixed asset investment expected to reach 4 trillion yuan during the 14th Five-Year Plan, a 40% increase from the previous plan [3] - This investment will focus on ultra-high voltage, digitalization of the grid, and upgrading distribution networks, creating stable order sources and growth opportunities for equipment manufacturers [3] - JiuZhou Group is a qualified supplier for the State Grid, with annual contracts accounting for about one-third of its smart distribution network business [3] Group 4: New Demand from AI and Power Supply - The rapid development of AI data centers (AIDC) is driving new demands for power quality, supply stability, and energy efficiency, leading to growth in HVDC and modular UPS markets [4] - JiuZhou Group has over 30 years of industry experience and a rich product matrix, having developed modular UPS and HVDC products tailored for computing centers [4] - The company's solid technical reserves and product strength are expected to translate into sustained growth and new development momentum under the dual drivers of new power system construction and the explosion of AI computing power demand [4]
九洲集团中标陕西延长石油榆林煤化有限公司脱硫开关柜采购项目
Zheng Quan Shi Bao Wang· 2026-01-26 01:13
人民财讯1月26日电,据九洲集团(300040)消息,近日,九洲集团成功中标陕西延长石油榆林煤化有 限公司脱硫开关柜采购项目。本次招标采购脱硫开关柜,旨在为生产过程中的脱硫系统提供核心电气控 制保障。 ...
九洲集团(300040.SZ):预计2025年净利润4000万元–5000万元 同比扭亏为盈
Ge Long Hui A P P· 2026-01-23 15:36
Core Viewpoint - JiuZhou Group (300040.SZ) expects a net profit attributable to shareholders of 40 million to 50 million yuan for 2025, marking a turnaround from loss to profit, with a net profit excluding non-recurring gains and losses projected at 41 million to 51 million yuan, also indicating a return to profitability [1] Group 1 - The company continues to enhance refined management and operational efficiency, strengthening cost control, which has contributed to the overall improvement in profitability [1] - In the same period last year, the company made significant asset impairment losses based on a prudent assessment of the future operating conditions of its biomass power generation asset group [1] - During the current reporting period, the operating conditions of the biomass power generation business have stabilized, with expectations of improved future cash flows and no significant asset impairment events occurring [1]
九洲集团:公司已经建设了个别绿电直连项目
Zheng Quan Ri Bao Wang· 2026-01-23 12:25
Core Viewpoint - The company emphasizes the importance of green electricity direct connection as a significant means to enhance the consumption capacity of renewable energy and meet the demand for green energy, supported by national and local policies [1] Group 1: Company Initiatives - The company has already constructed some green electricity direct connection projects and has additional projects under application [1] - The company fully masters the relevant technologies and solutions for green electricity direct connection related to wind, solar, and biomass energy [1] - The company plans to increase exploration and investment in green electricity direct connection projects under conditions where project returns and risks are controllable [1] Group 2: Industry Impact - The promotion of green electricity direct connection is expected to have a significant positive impact on the renewable energy industry [1]