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上峰水泥:两家半导体参股企业迎来IPO关键进展
Zheng Quan Ri Bao Wang· 2026-02-27 10:44
Core Viewpoint - Gansu Shangfeng Cement Co., Ltd. announced that its investee Jiangsu Xinhua Semiconductor Technology Co., Ltd. has received approval for its initial public offering (IPO) on the Sci-Tech Innovation Board, marking a significant step in the semiconductor industry [1][2]. Group 1: Investment and Shareholding - Shangfeng Cement's wholly-owned subsidiary, Ningbo Shangrong Logistics Co., Ltd., invested 50 million yuan to establish Hefei Guocai No. 3 Enterprise Management Partnership, which has a total subscription amount of 1.476 billion yuan aimed at acquiring shares in Xinhua Semiconductor [1]. - After the acquisition, Guocai No. 3 became the largest shareholder of Xinhua Semiconductor, holding 24.55% of the shares [1]. Group 2: Market Position and Production - Xinhua Semiconductor specializes in the research, production, and sales of electronic-grade polysilicon for the semiconductor industry and has achieved large-scale production of domestically produced electronic-grade polysilicon [1]. - According to the China Electronic Materials Industry Association, Xinhua Semiconductor is expected to capture over 50% of the domestic market share for high-purity electronic-grade polysilicon used in integrated circuits by 2024 [1]. Group 3: Fundraising and Strategic Goals - The funds raised from the IPO will focus on advanced technology development, high-end capacity construction, and upgrading the R&D system, further solidifying Xinhua Semiconductor's leading position in the core materials sector of the semiconductor industry [1]. - The company aims to enhance its competitive barriers in both technology and production capacity, contributing to the high-quality development of China's semiconductor industry and supporting the national strategy for technological self-reliance [1]. Group 4: Other Investments and Performance - Shangfeng Cement's investee, Shenghe Jingwei Semiconductor Co., Ltd., successfully passed the IPO application review by the Shanghai Stock Exchange on February 24 [2]. - Since launching its new economy equity investment business in 2020, Shangfeng Cement has focused on sectors such as semiconductors, new materials, and new energy, completing investments exceeding 2 billion yuan across 27 quality projects [2]. - The contribution of equity investments to the company's net profit is expected to reach 22.6% in 2024, indicating initial success in investment layout and yielding good returns [2].
上峰水泥(000672)披露参股公司科创板IPO申请获上交所受理公告,2月26日股价下跌4.66%
Sou Hu Cai Jing· 2026-02-26 09:26
最新公告列表 《关于参股公司首次公开发行股票并在科创板上市申请获上交所受理的公告》 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 截至2026年2月26日收盘,上峰水泥(000672)报收于14.95元,较前一交易日下跌4.66%,最新总市值 为144.92亿元。该股当日开盘15.6元,最高15.6元,最低14.7元,成交额达5.46亿元,换手率为3.73%。 上峰水泥于近日披露《关于参股公司首次公开发行股票并在科创板上市申请获上交所受理的公告》。公 告显示,公司全资子公司宁波上融物流有限公司通过合肥国材叁号企业管理合伙企业(有限合伙)投资 的江苏鑫华半导体科技股份有限公司,首次公开发行股票并在科创板上市申请已于2026年2月25日获上 海证券交易所受理。鑫华半导体主营半导体产业用电子级多晶硅的研发、生产与销售,2024年在国内集 成电路用高纯电子级多晶硅市场占有率超过50%。宁波上融出资5,000万元持有国材叁号3.3873%份额, 国材叁号持有鑫华半导体24.55%股份(发行前)。本次上市尚需交易所审核及证监会注册,存在不确 ...
看,新春那些新变化
Xin Lang Cai Jing· 2026-02-25 19:59
【为推进中国式现代化凝聚磅礴力量】 编者按 丙午马年,万象更新。在刚过去的春节里,记者前往多地看到:惠农政策持续发力,社区服务网络日益完 善,节日消费市场红火,就业服务精准落地,科技助力让生活更便捷……一个个暖心变化,蕴藏着民生温 度,映照着发展生机。 北京商超里的进口水果琳琅满目。光明日报记者张翼摄/光明图片 进口美食,带来舌尖新味道 光明日报记者 张翼 马年春节,北京到处是红红火火的欢乐场景。走进西城区天虹商场超市,琳琅满目的商品令人目不暇接。70 多岁的赵女士手里拎着购物篮,在一排排进口水果摊前陷入了"选择困境":新西兰的苹果、秘鲁的青提、厄 瓜多尔的香蕉、马来西亚的榴莲、智利的李子和油桃、澳大利亚的车厘子和水蜜桃……"今年品种又增多了, 个个新鲜诱人,哪样都想买。"赵女士笑着说,"儿子和女儿两家七口人要过来团圆。孩子们喜欢网购,节前 已经给我快递来各种过年的食品,我现在就想挑些进口水果给大家吃。" "您说得没错,进口水果确实越来越丰富了。"导购员一边夸赵女士眼光好,一边忙着介绍,今年连接智利与 京津冀的"水果快线"更密了,横跨太平洋的生鲜通道愈发忙碌,经过上万公里冷链跨洋航行,车厘子、蓝 莓、牛油果等 ...
摩根大通增持海螺水泥(00914)约210.37万股 每股作价约24.84港元
智通财经网· 2026-02-25 11:08
Group 1 - The core point of the article is that JPMorgan has increased its stake in Conch Cement (00914) by purchasing 2,103,733 shares at a price of HKD 24.8358 per share, totaling approximately HKD 52.2479 million [1] - After the purchase, JPMorgan's total holdings in Conch Cement amount to approximately 144 million shares, representing a stake of 11.09% [1]
上峰水泥股价涨5.04%,南华基金旗下1只基金重仓,持有28.39万股浮盈赚取21.86万元
Xin Lang Cai Jing· 2026-02-25 05:33
Group 1 - The core point of the news is that Shangfeng Cement's stock price increased by 5.04% to 16.05 CNY per share, with a trading volume of 499 million CNY and a turnover rate of 3.32%, resulting in a total market capitalization of 15.559 billion CNY [1] - Shangfeng Cement Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on March 6, 1997, with its listing date on December 18, 1996. The company primarily engages in the production and sales of cement clinker, cement, special cement, concrete, aggregates, and other building materials [1] - The revenue composition of Shangfeng Cement includes: cement 69.85%, clinker 16.78%, sand and gravel aggregates 6.20%, concrete 2.76%, environmental disposal 2.25%, other businesses 1.96%, and real estate 0.21% [1] Group 2 - From the perspective of major holdings in funds, data shows that Nanhua Fund has one fund heavily invested in Shangfeng Cement. The Nanhua Fengli Quantitative Stock Mixed A (023365) held 283,900 shares in the fourth quarter, accounting for 2.92% of the fund's net value, making it the largest holding [2] - The Nanhua Fengli Quantitative Stock Mixed A (023365) has a current scale of 25.1936 million CNY and has achieved a return of 6.02% this year, ranking 3759 out of 8889 in its category. Since its inception, it has generated a return of 18.74% [2] Group 3 - The fund manager of Nanhua Fengli Quantitative Stock Mixed A (023365) is Huang Zhigang, who has a cumulative tenure of 13 years and 343 days, with the fund's total asset scale at 1.346 billion CNY. The best return during his tenure is 196.59%, while the worst is -28.86% [3] - The co-manager, Kang Dong, has a cumulative tenure of 2 years and 181 days, with the fund's total asset scale at 240 million CNY. The best return during his tenure is 21.99%, and the worst is 16.87% [3]
索道、锅炉、塔吊……北京市房山区市场监管局“冬季体检”进行时
Xin Lang Cai Jing· 2026-02-25 04:35
中国质量新闻网讯 入冬以来,北京市房山区市场监管局的执法人员走进滑雪场地、工厂车间和建筑工 地,为特种设备进行细致的"全面体检"。 走进琉璃河水泥厂,耳边是机器的轰鸣。这里特种设备种类多、使用频次高,是监管的重点。执法人员 穿梭在车间里,重点检查三类设备。锅炉:严查设备运行参数,以及安全阀、压力表这些"安全附件"是 否按时校验,确保设备灵敏。叉车等厂内车辆:核对使用登记证,查看日常检查记录,确保车辆"身 份"合法、状态良好。起重机械:紧盯钢丝绳、吊钩等关键部件,同时查验司机、指挥人员的资质证 件,确保"人机"都合格。"安全制度不能只挂在墙上,维护保养必须做到位。"执法人员的要求直接而具 体,核心就一条:坚决杜绝设备"带病运行",守住安全生产底线。 建筑工地,塔吊林立。它的安全,关乎着建设者和过往行人的安全。执法人员深入辖区某施工现场,检 查重点聚焦高耸的塔吊。查"身份":认真核验设备安装告知、使用登记与检验报告。看"关键":对基础 结构、连接部件等关键部位进行重点检查。核"人员":逐一核查操作指挥人员资质,确保持证上岗、规 范操作。"工地环境复杂,安全一刻不能放松。"针对交叉作业多、动态风险大的特点,执法人员 ...
海螺集团拟对海螺创业增持10.61%,价值重估启动!
2026-02-25 04:12
也就是整体来看的话呢其实海螺创业的资产价值是被低估的它所隐含的这个间接隐含的这个水泥的股权价值被低估大了六折那么这也是我们可以看到集团增持之后其实本质上集团通过增持海螺创业一方面获得了海螺创业比较好的这个经营能力和股份资产另外一方面呢就是同时也间接增持了 对海螺水泥的一个控制权因为海螺创业间接持股海螺水泥17.8%那么这意味着海螺集团间接对于水泥的控制权也增加了但这部分对水泥控制权的间接增加是用打6折的这个代价去获得的 各位投资者大家早上好,我是东正圈袁里今天呢跟我同事陈志文今天早上给大家更新汇报的是海螺创业的一个核心投资观点同样的跟昨天晚上一样还是要先祝各位领导新春佳品开工大吉那么我们可以看到千呼万唤使出来的这个海螺创业的价值重估的逻辑呢在我们推荐了有半年以上的时间之后终于在集团的这个增值行为上面得到了一个验证 上海市监管局发布了一个公告在公开信息上可以看到海洛集团提交的方案是对海洛创业增持10.61%的股份因为当前海洛创业的股权结构比较分散其中海洛集团也拿了10个点左右的股份加上这次增持 那么重点就来了海螺集团对于海螺创业的持股就会达到足够多的单一第一大从而形成一个实际控制那么在形成实际控制之后公告也披露 ...
11天7板!韩建河山10:59再度涨停,背后逻辑揭晓
Jin Rong Jie· 2026-02-25 03:27
据交易所数据显示, 韩建河山11天内收获7个涨停板。该股今日于10:59分封涨停,成交额5.97亿元, 换手率19.91%。金融界App AI线索挖掘:该股近期受并购重组题材炒作影响,市场关注度提升,推动 股价异动。 风险提示:连板股波动剧烈,注意追高风险,理性投资!(注:以上由AI基于交易所等公 开数据生成,内容不构成投资建议。) ...
海螺集团大举增持旗下公司股份,港股“海螺系”个股集体走强
Zhi Tong Cai Jing· 2026-02-25 01:59
2月25日消息,港股"海螺系"早盘走高,截至发稿, 涨9.01%,报13.67港元; 涨6.4%,报26.62港元。 00586 海螺創業 交易中 02/25 09:51:26 13.670↑ +1.130 +9.01% 交易中 02/25 09:51:54 26.920↑ +1.620 +6.40% | 最高 | | 27.060 | 最低 | | | | 25.500 | 開市 | | | 25.500 | 前收 | 25.300 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 成交量 | | 530.39萬 | 成交額 | | | | 1.41億 | | | | | | | | 들 | 5日 | 日K 周K | 月K | 季K | 年K | 1分 | 3分 | 5分 | 10分 | 15分 | 30分 ▼ | 1月 ▼ | | | 27.071 | | | | | | | | | | | | | 7.00% | | 26.920 | | | | | | | | | | | ...
一批上市公司用回购增持传递信心
Shang Hai Zheng Quan Bao· 2026-02-24 17:49
◎记者 王子霖 马年首个交易日,A股上市公司回购增持热潮仍在延续。2月24日晚,一批上市公司披露了新一轮回购 增持计划及最新进展。其中,中顺洁柔、元力股份披露回购方案,海螺水泥、华能水电发布控股股东及 一致行动人的增持计划,九典制药和兴瑞科技等企业发布了最新的回购进展。 中顺洁柔最新发布的回购方案显示,公司拟使用自有资金以不超过12.4元/股的价格回购股份,资金总 额不低于6000万元且不超过1.2亿元。公司表示,此次回购旨在建立健全长效激励机制,将股东、公司 与核心团队利益深度绑定,同时也基于对公司长期价值的认可及对未来发展的信心。 2月24日盘后,还有多家上市公司披露了回购和控股股东增持的最新进展。福光股份公告称,公司控股 股东中融(福建)投资有限公司于2025年11月20日至2026年2月19日期间,通过集中竞价方式累计增持 股份23.33万股,耗资676.12万元。福光股份表示,目前该增持计划尚未完成,后续公司控股股东还将继 续实施。 艾迪精密于2月24日以集中竞价交易方式首次回购公司股份20.9万股,支付资金总额为508.78万元(含交 易费用)。公司此前披露的回购方案显示,计划回购资金总额区间为1 ...