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调研速递|联化科技接待天风证券等9家机构 新能源业务2025年收入突破 2026年望持续提升
Xin Lang Zheng Quan· 2026-01-05 14:36
Group 1: Company Overview - Company held a specific investor meeting on January 5, 2026, in Shanghai, attended by nine institutions including Tianfeng Securities and Southern Fund [1][2] - Senior Vice President and Secretary of the Board, Chen Feibiao, along with Securities Affairs Representative Dai Yiyi, discussed key issues such as the progress in the new energy business, overseas base layout, and pharmaceutical business planning [1][2] Group 2: New Energy Business - The new energy business is focused on the sales of LiFSI and electrolyte products, with a breakthrough in revenue achieved in 2025 and expected continued growth in 2026 [2] - The lithium hexafluorophosphate project is currently in the technical improvement stage, with ongoing optimization of product competitiveness through systematic process development [2] - The company leverages its long-standing experience in chemical synthesis to enhance its market position in the new energy sector [2] Group 3: Overseas Operations - The UK production base is operating smoothly in 2026, while the Malaysian base is under phased construction, primarily aimed at producing agricultural CDMO products [3] - The company plans to integrate resources from China, the UK, and Malaysia to provide comprehensive supply chain solutions covering the entire product lifecycle [3] Group 4: Pharmaceutical Business - The pharmaceutical business focuses on a CDMO model and has established partnerships with several leading global pharmaceutical companies, while also expanding its client base [4] - The business primarily serves products under patent, with long-term growth expected as these products are promoted [4] - Future development will emphasize small molecule CDMO, starting materials, and registration materials, while also investing in emerging areas such as peptides and radiopharmaceuticals [4] Group 5: Risk Management - The company acknowledges potential revenue impacts from the expiration of patents for agricultural clients but plans to mitigate this through product and technology upgrades [6]
龙佰集团5亿-10亿元回购计划持续推进 截至12月末累计实施回购
Xin Lang Zheng Quan· 2026-01-05 13:41
Core Viewpoint - Longbai Group has initiated a share repurchase plan with a total budget of 500 million to 1 billion RMB, aimed at employee stock incentives and shareholding plans, and is progressing as scheduled [1][2]. Group 1: Repurchase Plan Overview - The repurchase plan was approved on June 6, 2025, allowing the company to use its own funds and special loans to repurchase A-shares through centralized bidding [2]. - The total repurchase amount is set between 50 million RMB and 100 million RMB, with the maximum repurchase price adjusted from 24.82 RMB to 24.22 RMB per share due to equity distributions [2]. - The implementation period for the repurchase is 12 months from the board's approval, ending on June 5, 2026 [2]. Group 2: Progress as of December End - As of December 31, 2025, the company has successfully executed share repurchases in accordance with the established plan and relevant regulations [3]. Group 3: Compliance Statement - Longbai Group has confirmed that the share repurchase strictly adheres to regulatory requirements, including not repurchasing shares during significant events that could impact stock prices [4]. Group 4: Future Arrangements - The company plans to continue the share repurchase based on market conditions and will fulfill its information disclosure obligations during the repurchase period [5].
陕西金叶股份回购方案获批后进展缓慢 截至去年末尚未启动
Xin Lang Zheng Quan· 2026-01-05 13:32
登录新浪财经APP 搜索【信披】查看更多考评等级 公告明确,公司后续实施回购时,将规避可能影响股价的敏感时段。具体包括:自可能对公司证券交易 价格产生重大影响的重大事项发生之日或决策过程中,至依法披露之日内,不实施回购;同时,中国证 监会和深交所规定的其他情形也在禁止回购期间之列。 按照监管要求,上市公司在回购股份期间,需于每月前三个交易日内公告截至上月末的回购进展。此次 披露的便是截至2025年12月末的具体情况。 进展披露:截至去年末尚未启动,专用账户未操作 根据公告,截至2025年12月31日,公司回购专用证券账户尚未开始实施回购。这意味着,在回购方案经 董事局和股东会审议通过近四个月后,实际操作仍未启动。 对于尚未启动的原因,公告未作具体说明,仅表示后续回购的时间、数量、价格及集中竞价交易委托时 段,将严格遵照《深圳证券交易所上市公司自律监管指引第9号——回购股份》等相关规定执行。 后续安排:将严格遵守监管要求,适时推进回购 2026年1月6日,陕西金叶科教集团股份有限公司(下称"陕西金叶")发布回购股份进展情况公告,披露 截至2025年12月31日,公司回购专用证券账户尚未开始实施股份回购。这一进展 ...
哈尔斯披露股份回购进展:8000万-1.6亿元资金计划推进中,价格上限10.85元/股
Xin Lang Zheng Quan· 2026-01-05 13:29
Core Viewpoint - Zhejiang Hars Vacuum Vessel Co., Ltd. is progressing with its share repurchase plan as disclosed in its announcement, confirming compliance with regulatory requirements and the repurchase scheme [1] Group 1: Repurchase Plan Overview - The repurchase plan was approved on April 20, 2025, with a total funding range of no less than 80 million yuan (approximately 11.2 million USD) and no more than 160 million yuan (approximately 22.4 million USD) [2] - The maximum repurchase price was initially set at 11.00 yuan (approximately 1.54 USD) per share but was later adjusted to 10.85 yuan (approximately 1.52 USD) due to the company's 2024 equity distribution [2] Group 2: Progress of Repurchase Implementation - As of December 31, 2025, the company has conducted share repurchase operations through a dedicated securities account using centralized bidding [3] - The repurchase strictly adheres to relevant regulations, including compliance with trading periods and price limits, ensuring that the repurchase price range and funding sources align with the previously disclosed plan [3] Group 3: Future Plans - The company plans to continue the repurchase scheme based on market conditions within the remaining timeframe and will fulfill its information disclosure obligations as required [4] - The repurchase aims to enhance employee stock ownership and align the interests of the core team, thereby stabilizing market expectations [4]
浙江亿利达回购股份逾615万股 耗资近3928万元 占总股本1.09%
Xin Lang Zheng Quan· 2026-01-05 13:29
Core Viewpoint - Zhejiang Yilida Wind Power Co., Ltd. has made significant progress in its share repurchase plan, having repurchased over 6.15 million shares, amounting to nearly 39.28 million yuan, which is approximately 1.09% of its total share capital [1][3]. Repurchase Plan Review - The share repurchase plan was approved on April 22, 2025, with a total fund range of no less than 30 million yuan and no more than 50 million yuan, with a maximum repurchase price of 6.50 yuan per share [2]. - The implementation period for the repurchase is set for 12 months from the date of board approval, ending on April 22, 2026 [2]. Repurchase Progress Details - As of December 31, 2025, the company has repurchased 6,151,100 shares at a maximum price of 6.45 yuan per share and a minimum price of 6.17 yuan per share, totaling approximately 39.28 million yuan [3]. - The repurchase amount is close to the lower limit of the planned fund range, accounting for 78.56% of the minimum fund requirement [3]. - There are approximately four months remaining until the end of the repurchase period, allowing for further repurchase opportunities [3]. Compliance Explanation - The company has ensured that the share repurchase process complies with relevant regulatory requirements, avoiding repurchases during significant events that could impact share prices [4]. - The repurchase was conducted in accordance with the rules set forth by the Shenzhen Stock Exchange and the company's own repurchase plan [4]. Future Arrangements - The company plans to continue the share repurchase according to the established plan and will utilize the repurchased shares for employee stock ownership plans or equity incentives at an appropriate time [5]. - The company commits to timely disclosure of any further developments regarding the share repurchase in accordance with legal and regulatory requirements [5].
上海顺灏新材料科技股份有限公司股份回购进展:已斥资近1亿元 接近下限资金计划
Xin Lang Zheng Quan· 2026-01-05 13:29
2025年9月18日,公司第六届董事会第十次会议审议通过《关于实施2025年第二次回购公司股份方案的 议案》,明确本次回购旨在用于实施员工持股计划或股权激励。根据方案,公司计划使用专项回购贷款 资金及自有资金,通过深圳证券交易所交易系统以集中竞价交易方式回购股份,回购资金总额设定为不 低于10,000万元且不超过20,000万元(均包含本数),回购价格不超过11.82元/股(含)。 按回购价格上限11.82元/股测算,预计回购股份数量为846.02万股至1,692.05万股,占公司当前总股本比 例的0.80%至1.60%(四舍五入后数据),具体回购数量以回购期限届满时实际情况为准。回购期限自 董事会审议通过之日起不超过12个月。 截至2025年底回购进展:已斥资9998.94万元 登录新浪财经APP 搜索【信披】查看更多考评等级 公告披露,截至2025年12月31日,公司通过股票回购专用证券账户以集中竞价交易方式实施回购,累计 回购金额达99,989,402.45元(不含交易费用),已接近回购计划资金下限10,000万元。公司表示,本次 回购符合相关法律法规及既定回购股份方案的要求。 2026年1月6日,上海 ...
科伦药业拟5000万元至1亿元回购股份,公司股价年内涨2.83%
Xin Lang Zheng Quan· 2026-01-05 13:06
Group 1 - The company Kelong Pharmaceutical announced a share buyback plan with a total amount between 50 million and 100 million yuan, at a maximum price of 35.00 yuan per share, funded by its own resources, within a 12-month period [1] - The current stock price of Kelong Pharmaceutical is 30.18 yuan, reflecting a year-to-date increase of 2.83%, with the proposed buyback price being 15.97% higher than the current price [1] - Kelong Pharmaceutical's main business includes the development, production, and sales of large-volume infusion products, with revenue composition being 48.37% from non-infusion products, 41.28% from infusion products, 7.01% from R&D projects, and 3.33% from others [1] Group 2 - As of September 30, Kelong Pharmaceutical had 37,100 shareholders, an increase of 8.35% from the previous period, while the average circulating shares per person decreased by 7.70% to 35,200 shares [2] - For the period from January to September 2025, Kelong Pharmaceutical reported a revenue of 13.277 billion yuan, a year-on-year decrease of 20.92%, and a net profit attributable to shareholders of 1.201 billion yuan, down 51.41% year-on-year [2] Group 3 - Kelong Pharmaceutical has distributed a total of 6.898 billion yuan in dividends since its A-share listing, with 3.587 billion yuan distributed over the past three years [3] - As of December 31, 2025, the top ten circulating shareholders include notable entities such as China Europe Medical Health Mixed A and Hong Kong Central Clearing Limited, with varying changes in their shareholdings [3]
贵州川恒化工股份回购进展:已耗资4013.94万元 回购176.03万股
Xin Lang Zheng Quan· 2026-01-05 12:57
登录新浪财经APP 搜索【信披】查看更多考评等级 贵州川恒化工股份有限公司(以下简称"公司")于2026年1月6日发布《回购公司股份进展情况的公告 (十)》,披露截至2025年12月31日的股份回购实施情况。公告显示,公司已累计回购股份176.03万 股,占总股本0.29%,支付总金额达4013.94万元(不含交易费用),已超过回购方案设定的资金下限。 1,760,300股 0.29% 23.90元/股 22.00元/股 40,139,399.00元 回购价格调整与合规性说明 公告显示,公司在回购期间因实施权益分配两次调整回购价格上限。2025年6月,因2024年度权益分 配,回购价格上限由24.33元/股调整为23.13元/股;2025年8月,因2025年半年度权益分配,进一步调整 为22.83元/股,上述调整均符合回购方案及相关监管规定。 公司强调,本次回购严格遵守《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9 号——回购股份》等要求,未在重大事项敏感期、集合竞价时段等禁止区间实施回购,委托价格亦未触 及涨跌幅限制,操作合规性得到保障。 后续回购计划 回购方案背景与实施进展 据公告披露, ...
太原重工提前解除3.6亿元回购担保责任 对老虎岗公司担保余额清零
Xin Lang Zheng Quan· 2026-01-05 12:31
Core Viewpoint - Taiyuan Heavy Industry Co., Ltd. has announced the early termination of a 360 million yuan repurchase guarantee for the Tiger Mountain Wind Farm, resulting in a zero balance for guarantees to the company [1][2][4]. Group 1: Announcement Details - The guarantee being terminated was originally for a bank loan provided to Tiger Mountain Company, with a total amount of 360 million yuan and a term from January 9, 2015, to January 9, 2031 [2][3]. - The repurchase guarantee contract will officially be terminated on December 26, 2025, after an agreement was reached among the three parties involved [4]. Group 2: Background of the Guarantee - The guarantee was established as part of a business collaboration between Taiyuan Heavy Industry and Tiger Mountain Company, which involved a total contracting project for the Andah Guangyuan Tiger Mountain Wind Farm [3]. - The loan was secured to facilitate the purchase of wind power equipment and related project costs, with the guarantee being approved by the company's board in January 2015 [3]. Group 3: Current Guarantee Status - As of the announcement date, Taiyuan Heavy Industry's total external guarantees amount to 557.1254 million yuan, representing 11.17% of the company's most recent audited net assets [5]. - The company has stated that there are no overdue guarantee matters and that all external guarantees are currently in normal performance status [5].
泰达股份回购进展:已耗资2724.75万元回购639.50万股 占总股本0.43%
Xin Lang Zheng Quan· 2026-01-05 12:09
Core Viewpoint - Tianjin TEDA Resource Recycling Group Co., Ltd. has announced the progress of its share repurchase plan, indicating a total repurchase of 6,394,989 shares, representing 0.433% of the total share capital, with a total expenditure of 27,247,475.82 yuan [1][3]. Summary by Sections Share Repurchase Overview - The share repurchase plan was approved by the board on June 24, 2025, and by the shareholders on July 11, 2025. The company plans to use special loans and its own funds for the repurchase, with a total budget between 35 million yuan and 70 million yuan, and a maximum repurchase price of 5.89 yuan per share, to be completed within twelve months from the approval date [2]. Specifics of the Repurchase - As of December 31, 2025, the company has repurchased 6,394,989 shares at prices ranging from 4.01 yuan to 4.44 yuan per share, totaling 27,247,475.82 yuan. The repurchase actions comply with relevant regulations, ensuring that the timing and pricing do not significantly impact the stock price [3]. Future Arrangements - The company will continue to implement the repurchase plan based on market conditions within the designated timeframe and will fulfill its information disclosure obligations as required by law. The company acknowledges potential risks that may prevent achieving the expected repurchase amount or quantity due to market changes [4].