Group 1 - The core viewpoint of the article is that Kexin New Materials has announced an expected net profit for 2025, projecting a significant increase compared to the previous year [2] - The company anticipates a net profit attributable to shareholders of between 16 million yuan and 19 million yuan, representing a year-on-year growth of 68.37% to 99.95% [2]

Group 1 - The National Development and Reform Commission will hold a press conference to discuss the implementation of the Central Economic Work Conference's spirit and promote a good start for the "14th Five-Year Plan" [1] - The Ministry of Finance will also hold a press conference to elaborate on the role of proactive fiscal policy in promoting high-quality economic and social development [1] Group 2 - The Loan Prime Rate (LPR) for one-year and five-year terms will be announced on January 20 [2] Group 3 - Domestic refined oil prices are expected to see their first increase of the year, with consumer fuel costs projected to rise slightly [3] - The current oil price adjustment pattern has been "zero increase, zero decrease, one suspension" since the beginning of the year [3] Group 4 - A total of 10.44 billion shares will be unlocked today, with a combined market value of 7.206 billion yuan [4] - Shanxi Coking Coal, Kexin New Materials, and Shenyu Co., Ltd. have the highest unlock volumes, with 1.037 billion shares, 3.3315 million shares, and 2.706 million shares respectively [4] - The highest unlock market value is from Shanxi Coking Coal at 7.03 billion yuan [4] Group 5 - Four companies have disclosed stock repurchase progress, with one company proposing a repurchase amount exceeding 100 million yuan [5] - The highest proposed repurchase amount is from Aotai Biology, not exceeding 200 million yuan [5] - Two companies have had their repurchase plans approved by shareholders, with the highest amounts being 600 million yuan and 5.6307 million yuan respectively [5] Group 6 - Five companies have announced progress on private placements, with the highest fundraising amount proposed by Huashi Technology at not exceeding 446 million yuan [6] - Changhua Chemical has completed its private placement with a total fundraising amount of 155 million yuan [6] Group 7 - Two A-shares will undergo equity registration today, with dividend distributions planned [7] - The highest dividend payouts are from Youfa Group and Huangshan Tourism, with 3.00 yuan and 0.70 yuan per 10 shares respectively [7]

Summary of Key Points Core Viewpoint - On January 20, a total of 4 companies had their restricted shares unlocked, with a total unlock volume of 1.044 billion shares, amounting to a market value of 7.206 billion yuan based on the latest closing prices [1] Group 1: Unlock Volume and Market Value - The companies with the highest unlock volumes are Shanxi Coking Coal, Kesheng New Materials, and Shenyu Co., with unlock shares of 1.037 billion, 3.3315 million, and 2.706 million shares respectively [1] - In terms of unlock market value, Shanxi Coking Coal, Shenyu Co., and Kesheng New Materials lead with market values of 7.03 billion, 107 million, and 53.9039 million yuan respectively [1] Group 2: Unlock Ratio - The companies with the highest unlock ratios relative to their total share capital are Shanxi Coking Coal, Kesheng New Materials, and Shenyu Co., with unlock ratios of 18.26%, 3.87%, and 1.49% respectively [1]

科创新材料ETF汇添富(589180)标的指数热门成分股多数回调：受负面舆情影响，容百科技跌超10%，安集科技跌超2%，沪硅产 业、天岳先进、厦钨新能跌超1%。 | 序号 | 代码 | 名称 | 估算权重 ▼ | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 688126 | 沪硅产业 | 8.68% | -1.43% | 11.97亿 | | 2 | 688122 | 西部超合 | 8.23% | 0.87% | 19.68 Z | | 3 | 688019 | 安集科技 | 7.22% | -2.84% | 10.96亿 | | 4 | 688234 | 天岳先讲 | 4.83% | -1.09% | 23.81亿 | | ਦ | ୧୫୫୦୧୮ | 凯塞生物 | 4.11% | -0.35% | 3.88亿 | | 6 | 688778 | 厦钨新能 | 3.85% | -1.47% | 5.53亿 | | 7 | 688005 | 容自科技 | 3.78% | -10.58% | 26.55亿 | | 8 | 688548 | 广钢气体 ...

《获得政府补助公告》 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2025年12月30日收盘，科创新材（920580）报收于15.16元，较前一交易日上涨0.26%，最新总市值 为13.04亿元。该股当日开盘15.29元，最高15.41元，最低14.9元，成交额达2641.73万元，换手率为 3.69%。 公司近日发布公告称，2025年9月30日至2025年12月29日期间，洛阳科创新材料股份有限公司收到政府 补助资金230万元。该补助为与收益相关的政府补助，占公司最近一个会计年度经审计净利润的 24.20%。公司根据《企业会计准则第16号-政府补助》进行会计处理，最终以审计机构年度审计确认结 果为准。 最新公告列表 ...

截至2025年12月29日收盘，科创新材(920580)报收于15.12元，下跌2.14%，换手率5.26%，成交量2.48万 手，成交额3774.31万元。 公司公告汇总获得政府补助公告 2025年9月30日至2025年12月29日，洛阳科创新材料股份有限公司收到政府补助资金230万元，该补助为 与收益相关的政府补助，占公司最近一个会计年度经审计净利润的24.20%。公司根据《企业会计准则 第16号-政府补助》进行会计处理，最终以审计机构年度审计确认结果为准。 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。 当日关注点 交易信息汇总资金流向 12月29日主力资金净流入36.64万元，占总成交额0.97%；游资资金净流出332.46万元，占总成交额 8.81%；散户资金净流出72.72万元，占总成交额1.93%。 来自交易信息汇总：12月29日主力资金净流入36.64万元，占总成交额0.97%。 来自公司公告汇总：2025年9月30日至12月29日，科创新材累计收到政府补助230万元，占最近一 个会计年度经审计净利润的24.20%。 ...

Group 1 - The core viewpoint of the news highlights the surge in hard technology concepts, particularly the strong performance of the Science and Innovation Materials ETF, which rose nearly 3% and achieved a three-day winning streak [1][3] - Shenzhen has recently issued measures to attract and utilize foreign investment, focusing on the international development of advanced manufacturing and encouraging foreign investment in key sectors such as high-end equipment manufacturing and new materials [3] - The recent completion of a significant asset restructuring project by Hu Silicon Industry, raising 7.04 billion yuan, marks a pivotal moment for the company as it aims to enhance its focus on 300mm silicon wafer technology and accelerate its R&D projects [3][4] Group 2 - The component stocks of the Science and Innovation Materials ETF showed strong performance, with notable gains including over 9% for Jia Yuan Technology and over 8% for Si Rui New Materials [3][4] - The commercialization of CPO technology is accelerating, reshaping the optical network material structure, with major companies like Nvidia and Broadcom advancing their initiatives in this area [5] - The global non-ferrous metal market is experiencing a collective surge, with copper prices breaking historical records, indicating a strong performance in the commodities market [5][6]

从资金流向上来看，当日装修建材板块主力资金净流出1.6亿元，游资资金净流出2811.99万元，散户资 金净流入1.88亿元。装修建材板块个股资金流向见下表： 证券之星消息，12月23日装修建材板块较上一交易日下跌0.65%，科创新材领跌。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。装修建材板块个股涨跌见下表： 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。 ...

Core Viewpoint - The company plans to utilize up to RMB 20 million of idle raised funds for cash management, focusing on safe, principal-protected investment products [2] Group 1: Investment Strategy - The company intends to invest in structured deposits and large-denomination certificates of deposit, which are considered high-safety, principal-protected products [2] - The investment period for these products will not exceed 12 months [2] Group 2: Corporate Governance - The proposal for using idle raised funds for cash management was approved during the eighth meeting of the fourth board of directors [2] - The resolution was also reviewed and approved by the independent directors' special meeting, thus not requiring submission to the shareholders' meeting for approval [2]

Core Viewpoint - The company announced the approval of a proposal to temporarily use part of its idle raised funds to supplement working capital, which is limited to daily operations related to its main business [2] Group 1 - The company plans to use no more than RMB 20 million of idle raised funds for temporary working capital [2] - The usage period for these funds will not exceed 12 months from the date of the board's approval [2] - The funds will be returned to the dedicated account for raised funds before the end of the usage period [2]