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遥望科技:全资子公司佛山星期六鞋业股权挂牌转让受让方确定
Zhong Zheng Wang· 2026-01-20 13:23
公告披露,佛山市南海区星智汇投投资有限责任公司企业类型为有限责任公司(自然人投资或控股),注 册资本100万人民币,法定代表人为张纯,股权结构为张纯90%,刘影影10%。根据《深圳证券交易所 股票上市规则》、《公司章程》等有关规定,星智汇投与遥望科技不存在关联关系,本次交易不构成关 联交易。经查询,截至公告披露日,星智汇投不是失信被执行人。 遥望科技表示,截至公告披露日,公司尚未与星智汇投签订股权转让协议,将与星智汇投按照广东股权 交易中心相关交易规则及流程推进后续事宜,包括进一步协商交易条款及签署股权转让协议等。公司将 持续关注本次股权转让进展情况,严格按照有关法律法规及规范性文件的要求及时履行信息披露义务。 (王珞) 公告显示,遥望科技于2025年12月2日召开第六届董事会第十一次会议,审议通过《关于挂牌转让佛山 星期六鞋业有限公司100%股权的议案》,并于2025年12月18日经公司2025年第五次临时股东会审议通 过。公司委托广东股权交易中心挂牌转让持有的星期六鞋业100%股权,首次挂牌底价根据天津中联房 地产土地资产评估有限责任公司的评估结果确定为4.53亿元。 挂牌公告期为2025年12月22日至 ...
康达新材:预计2025年净利润为1.25亿元至1.35亿元 同比扭亏
Zhong Zheng Wang· 2026-01-20 13:23
中证报中证网讯(记者乔翔)1月20日晚,康达新材(002669)发布2025年业绩预告称,预计2025年净利 润为1.25亿元至1.35亿元,同比扭亏。 对于业绩变动原因,公司称,报告期内,胶粘剂与特种树脂新材料板块产品销售实现大幅增长,带动利 润同步提升。其中,受益于风电行业景气度上升,风电叶片系列产品需求旺盛,风电环氧结构与环氧基 体树脂胶销量同比显著增加,是拉动该板块业务增长的主要动力。公司优化产业布局,提升资产质量, 进一步增强了盈利能力。 公司表示,根据业务发展情况,按照企业会计准则及公司会计政策等相关规定,基于谨慎性原则,公司 对各类资产进行了全面检查和减值测试,计提各项资产减值准备。 ...
迎行业高景气 洁美科技核心产品满产满销
Zhong Zheng Wang· 2026-01-20 13:14
Core Viewpoint - The electronic components industry remains at a high level of prosperity, with the company's core product, electronic packaging materials, achieving full production and sales. The company is also making significant progress in its release film and composite current collector businesses, poised to benefit from the growing demand in downstream markets such as 5G, AI, and new energy [1] Industry Demand and Growth - The acceleration of global digitalization, coupled with policies like "new infrastructure" and "old-for-new" electronic product exchanges, is driving strong demand in emerging application areas such as 5G networks, cloud computing, data centers, and new energy vehicles. This trend provides solid support for the company's business development [2] - The company's core product, electronic packaging materials, is currently in a state of full production and sales. Key downstream customers have begun to raise product prices, prompting the company to consider adjusting its product prices based on industry conditions and raw material price fluctuations [2] Product Development and Market Expansion - The release film business, a key focus for the company, has achieved stable bulk supply to major domestic clients and has completed the transition to self-manufactured base film products. The company has also successfully supplied its release film products to international clients such as Samsung and Murata, with ongoing volume ramp-up [2] - The company is developing a new growth area through its subsidiary, focusing on polymer metal composite film materials, which can replace traditional aluminum and copper foils in lithium-ion batteries, enhancing energy density and safety [4] Production Capacity and Strategic Positioning - The company's Tianjin production base is currently in the equipment debugging phase and is expected to start trial production in the first quarter of 2026. This facility will enhance the company's ability to supply strategic customers in North China, improving supply chain responsiveness and increasing market share among Korean clients [3] Competitive Advantage and Market Leadership - As a global leader in electronic packaging materials, the company has achieved a leading market share in the field. Through vertical integration, it has built a comprehensive capability in the electronic-grade film materials industry chain, expanding its business scope to include production process materials, optoelectronic display materials, and new energy materials [5] - With the continuous increase in downstream demand and steady progress in various businesses, the company is expected to further expand its market share and consolidate its leading position in the industry [5]
蒙娜丽莎:预计2025年净利润同比下降47.18%至63.99%
Zhong Zheng Wang· 2026-01-20 13:14
值得注意的是,为支持公司优化运营成本、提升管理效率,公司部分董事及高级管理人员2025年度薪酬 将同比下降不低于20%,且下降幅度不低于营业收入下降幅度。公司表示,将根据《上市公司治理准 则》及公司相关薪酬管理制度,对董事高管薪酬方案进行合理规划,确保薪酬与业绩匹配。 蒙娜丽莎在业绩预告中表示,未来将继续"持续推进提质增效举措、加大市场拓展力度、加强研发创 新,提升服务品质,从多维度提升公司的运营效率和核心竞争力"。公司董事会及管理层将坚守初心, 恪尽职守,勤勉尽责,积极维护公司及全体股东的利益。 公告指出,建筑陶瓷行业近年来面临激烈竞争,蒙娜丽莎此次业绩下滑是行业整体压力的体现,但公司 积极采取应对措施,包括加强内部管理、优化产品结构、提升服务质量等,有望在行业调整中实现稳步 发展。(王珞) 业绩预告显示,2025年蒙娜丽莎基本每股收益为0.11元/股至0.16元/股,较上年同期的0.31元/股明显下 降。公司表示,虽然在原材料采购、节能降耗、降本等多方面实施提质增效措施,生产成本和运营效率 取得一定成效,期间费用也得到有效管控,但产品平均销售价格同比出现下滑,导致整体销售收入未达 预期。 公司进一步解释称 ...
黔源电力:2025年发电收入及发电利润增加 净利润同比预增160%-190%
Zhong Zheng Wang· 2026-01-20 12:29
Core Viewpoint - Qianyuan Power (002039) expects a significant increase in net profit for 2025, projecting a growth of 160.00%-190.00% year-on-year, with net profit attributable to shareholders estimated between 567 million to 633 million yuan [1] Financial Performance - The company anticipates a non-recurring net profit for 2025 to be between 562 million to 633 million yuan, reflecting a year-on-year growth of 138.00%-168.00% [1] - The expected hydropower generation for 2025 is 12.12 billion kilowatt-hours, which represents a year-on-year increase of 71.90%, contributing to higher revenue and profit from power generation [1] Operational Overview - Qianyuan Power primarily engages in the development, construction, and management of hydropower stations, focusing on the "Two Rivers and One River" (Beipan River, Furong River, and Sancha River) in Guizhou for tiered hydropower and clean energy development [1] - As of the end of 2024, the total installed capacity of the company is projected to be 4.1056 million kilowatts, with hydropower station capacity at 3.2335 million kilowatts and photovoltaic power station capacity at 872.1 thousand kilowatts [1]
绿地集团:推动2026年在海南增量业务规模超过100亿元
Zhong Zheng Wang· 2026-01-20 12:17
Group 1 - Greenland Group has signed strategic cooperation agreements with Hainan Agricultural Reclamation Group, Hainan Tourism Investment Group, and the People's Government of Dongfang City [1] - The agreements aim to introduce various business sectors including commerce, finance, health and wellness tourism, urban renewal, and infrastructure into Hainan, targeting to exceed a business scale of 10 billion yuan by 2026 [1] - The cooperation with Hainan Agricultural Reclamation Group focuses on urban renewal, asset optimization, agricultural product trade, and import-export trade, including revitalizing existing land resources and enhancing hotel and tourism assets [1][1] Group 2 - Collaboration with Hainan Tourism Investment Group will promote the export of new energy vehicles and focus on land revitalization, high-quality hotel tourism operations, and duty-free business layout [1] - The partnership with Dongfang City will concentrate on urban infrastructure construction, urban renewal, and the integration of cultural tourism development in areas like Jinyue Bay, Lanbo Bay, and Beili Old Street [1]
长城汽车发布归元平台 打造原生AI全动力汽车架构
Zhong Zheng Wang· 2026-01-20 11:58
中证报中证网讯(记者 龚梦泽)近日,长城汽车(601633)在浙江瑞安东源村(中国木活字印刷术活 态传承地)及河北保定技术中心同步举行活动,全球首发归元平台。该平台定位为全球首个原生AI全 动力汽车平台,以技术模块化与多场景适配为核心特点,覆盖多元能源形式与车型品类。 归元平台的核心设计理念源于活字印刷术的标准化与灵活性,通过建立底层技术标准,将各项核心技术 转化为可灵活组合的"模块单元",实现"一套架构、多元适配"。动力层面,该平台兼容PHEV(插电式 混合动力)、HEV(混合动力)、BEV(纯电动)、FCEV(氢燃料)、ICE(高效燃油)五大动力形 式,未来还将推出柴油混动版本,其综合油耗可下降9%,市区油耗下降15%,加速能力提升40%,兼顾 越野、拖拽需求与能效优化。 智能技术方面,归元平台基于CoffeeEEA4.0电子电气架构,融合AIOS车载系统与双VLA大模型,构建 全栈智能体。平台采用"硬件原子化、软件标签化"设计,将整车拆解为300余个可复用功能单元,通过 2000余个标签实现AI动态调度,同时搭载全球首创的仿生学运动控制系统,打通底盘、智驾与动力系 统的协同链路。 安全防护上,平台以主被 ...
财通资管首只全市场量化选股基金即将发行
Zhong Zheng Wang· 2026-01-20 11:41
中证报中证网讯(记者 魏昭宇)近日,财通资管发布公告称,财通资管量化选股股票型发起式证券投 资基金将于1月26日启动募集。据悉,此次新发产品为财通资管旗下首只全市场量化基金,将延续科学 与纪律并重的量化投资框架,通过精细化的因子挖掘与策略优化,在把握市场结构性机会的同时严控风 险,力求为投资者提升长期投资获得感。 当前市场积极信号频现,基本面持续夯实向好。2025年二季度以来,居民消费价格指数(CPI)与工业 生产者出厂价格指数(PPI)实现同步回升,经济复苏趋势逐步明晰。流动性层面,A股市场稳步宽松 的格局延续,市场信心持续提振。政策红利的持续释放亦为市场提供支撑,"十五五"规划明确锚定科技 创新与未来产业两大核心方向,市场分析认为,这一政策导向为量化投资策略提供了兼具结构性机会与 选股纵深的市场环境,有助于量化策略优势的发挥。 数据显示,统计全市场295只主动型量化基金来看,截至2025年底,主动型量化基金近三年平均收益率 达到31%,高于同期非量化普通股票型基金25%的平均收益率水平。 据介绍,财通资管此次新发的量化选股股票基金以"量化多因子选股+全流程风控"为核心架构,通过搭 建具备持续进化能力的模型 ...
上银基金卢扬:2026年有色金属板块投资注重估值、结构、稀缺三条主线
Zhong Zheng Wang· 2026-01-20 11:40
Group 1 - The core viewpoint of the articles highlights the strong performance of the metals sector, particularly gold and silver, which have reached new highs, making the sector a market focus since 2025, with a reported increase of over 90% in 2025 and over 12% in early 2026 [1][2] - The valuation of the non-ferrous metals sector is considered reasonable, with most companies trading at a PE ratio of around 10-12 times, which is lower than historical averages compared to other high-valuation sectors [1][2] - The fund managed by the company has achieved a return of over 90% since its inception in March 2025, significantly outperforming its benchmark by 34.47 percentage points [2] Group 2 - The investment outlook for the non-ferrous metals sector is positive, with a focus on metals linked to new demands such as copper, aluminum, and lithium, which are associated with renewable energy, AI computing power, and grid investments [2][3] - The investment strategy will emphasize three key themes: valuation, structure, and scarcity, with a close watch on the valuation levels of listed companies in 2026 and a focus on selecting companies with strong supply dynamics and robust downstream demand [3] - The scarcity of metals is highlighted as a significant factor for sustained price increases, as releasing supply requires substantial capital expenditure and time, making certain metals valuable for long-term investment [3]
华邦健康:2025年净利润同比预增320.74%至344.16%
Zhong Zheng Wang· 2026-01-20 11:39
Core Viewpoint - Huabang Life Health Co., Ltd. (stock code: 002004) is expected to turn a profit in 2025, significantly improving its performance compared to the previous year [1] Financial Performance Summary - The company forecasts a net profit attributable to shareholders of between 660 million yuan and 730 million yuan for the year 2025, a substantial increase of 320.74% to 344.16% compared to a loss of approximately 298.99 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is expected to be between 600 million yuan and 670 million yuan, representing a growth of 277.59% to 298.31% from a loss of about 337.85 million yuan in the previous year [1] - Basic earnings per share are projected to be between 0.3345 yuan and 0.3700 yuan, compared to a loss of 0.1514 yuan per share in the same period last year [1] Strategic Initiatives - The company attributes its performance improvement to its strategic focus on "cautious expansion, reduced financing, deep market penetration, and strong barriers," which enhances core competitiveness and operational management across various business segments [1] - The agricultural chemical new materials segment has benefited from a partial industry recovery, with the company actively expanding its market presence and improving efficiency, contributing to the segment's performance enhancement [1] - The pharmaceutical and tourism segments have also shown steady growth, collectively driving significant overall performance improvement [1]