Group 1 - Liou Co., Ltd. announced that its stock price fluctuations have been investigated, confirming normal operations and no undisclosed significant information [1] - Tongfu Microelectronics expects a net profit of 1.1 billion to 1.35 billion yuan for 2025, representing a year-on-year growth of 62.34% to 99.24% [17][18] Group 2 - Zhongtung High-tech reported an increase of 91,700 tons in tungsten metal resources, which will not directly impact its current operations or financial situation [2] - Aibo Medical plans to acquire at least 51% of Demai Medical to gain control, aiming to cultivate new profit growth points in the sports medicine sector [2] Group 3 - Zhaojin Gold confirmed normal operations and no undisclosed significant matters after its stock price experienced abnormal fluctuations [3] - Riying Electronics stated that it has no revenue from humanoid robot-related businesses and emphasized the need for rational investment decisions [4] Group 4 - Yifan Transmission intends to purchase 87.07% of Beijing Helishi Electric Technology Co., Ltd., which is expected to constitute a major asset restructuring [5] - China Merchants Industry plans to build four 3000TEU traditional fuel container ships with a total investment of no more than 1.324 billion yuan [6] Group 5 - Jiangtian Chemical plans to invest 49.8 million yuan in a project to produce 60,000 tons of acrylic acid annually [7] - *ST Xinyan has received approval to lift its delisting risk warning after completing its restructuring plan [7] Group 6 - Kangxin New Materials intends to acquire 51% of Wuxi Yubang Semiconductor for 392 million yuan, marking its expansion into the semiconductor field [8] - Guoshun Quantum signed a technology implementation license contract with the University of Science and Technology of China [8] Group 7 - Zhenyu Technology reported a significant increase in orders from the robotics sector for Q4 2025, although these orders represent a small portion of its overall revenue [9] - Yongxing Materials announced that its lithium extraction project has reached full production capacity [9] Group 8 - Nanjing Julong plans to invest 110 million yuan in a production line for modified plastics with an annual capacity of 60,000 tons [9] - Guodian Nanzi signed a strategic cooperation agreement with Huawei to establish an AI technology innovation center [10][11] Group 9 - He Sheng New Materials plans to sell idle factory assets for no less than 80 million yuan [13] - He Sheng New Materials expects a net profit increase of 55% to 75% for 2025, driven by improved supply chain management [14] Group 10 - Kangda New Materials forecasts a net profit of 125 million to 135 million yuan for 2025, marking a turnaround from a loss in the previous year [15] - Yanjing Beer anticipates a net profit increase of 50% to 65% for 2025, supported by its large product strategy [16] Group 11 - Jinfang Energy expects a net profit of 109 million to 143 million yuan for 2025, reflecting a year-on-year growth of 123.97% to 193.7% [19] - Yandong Microelectronics predicts a net loss of 340 million to 425 million yuan for 2025 due to market changes and increased R&D costs [20] Group 12 - Taishan Petroleum forecasts a net profit increase of 30.88% to 66.11% for 2025, benefiting from reduced expenses [21] - Huayuan Holdings expects a net profit increase of 50.98% to 66.82% for 2025, driven by lower raw material prices [22] Group 13 - Huajin Co. anticipates a net loss of 1.6 billion to 1.9 billion yuan for 2025, although the loss is expected to be less than the previous year [23] - Zhongyuan Neipei expects a net profit increase of 80.47% to 109.9% for 2025, supported by steady growth in core business [24] Group 14 - Dongfang Tower expects a net profit of 1.08 billion to 1.27 billion yuan for 2025, reflecting a year-on-year growth of 91.4% to 125.07% [34] - Dali Long anticipates a net profit increase of 51.88% to 86.27% for 2025, driven by market expansion and operational efficiency [35] Group 15 - Hikvision reported a net profit increase of 18.46% for 2025, with total revenue reaching 925.18 billion yuan [44] - Zhongfu Industrial expects a net profit increase of 120.27% to 141.59% for 2025, primarily due to lower costs in the electrolytic aluminum business [45]

Market Overview - The three major A-share indices collectively closed lower on January 20, with a total market turnover of approximately 2.8 trillion yuan, and over 2,200 stocks rising, including 63 stocks hitting the daily limit [1] Institutional Ratings - A total of 11 buy ratings were issued by institutions today, covering 9 stocks, with Hunan YN and Keda receiving 2 buy ratings each [2] - Among the stocks with buy ratings, 6 companies provided earnings forecasts for 2025, with Hunan YN expected to see a net profit increase of 114.81% year-on-year, followed by Zhenyu Technology and Keda with expected increases of 106.74% and 59.82%, respectively [2] - The power equipment industry was the most favored, with 4 stocks listed, while the automotive and food & beverage industries also attracted attention with 2 stocks each [2] Institutional Trading - In the top trading list, 17 stocks had net buying, with 13 stocks seeing net buying amounts exceeding 10 million yuan. Hunan Baiyin topped the list with a net buying amount of 80.83 million yuan [4] - The net selling stocks included Sanwei Communication, which faced a net selling of 194 million yuan, followed by Redxiang Shares and Zhitex New Materials, both exceeding 20 million yuan in net selling [4] Company Announcements - ST Saiwei (300044) announced an expected net loss of 720 million to 1.02 billion yuan for 2025, influenced by litigation and arbitration judgments, with a potential negative net asset value [7] - Kangxin New Materials (600076) plans to acquire 51% of Wuxi Yubang Semiconductor Technology Co., Ltd. for 392 million yuan, marking its expansion into the semiconductor field [8] - Huadian Technology (601226) signed a procurement contract worth approximately 374 million yuan for a wind-solar hydrogen project [8] - China Merchants Energy (601872) announced plans to build four container ships with a total investment of up to 1.324 billion yuan, with delivery scheduled for 2027-2028 [9] - Anhui Construction (600502) received project bids totaling 13.76 billion yuan, including a hydrogen installation project and a chip industry park project [9]

Core Viewpoint - The company plans to acquire a 51% stake in Wuxi Yubang Semiconductor Technology Co., Ltd. for a cash consideration of 392 million yuan, marking a strategic shift towards the semiconductor industry [1] Group 1: Acquisition Details - The acquisition will be executed through equity transfer and capital increase, resulting in Yubang Semiconductor becoming a subsidiary of the company [1] - The transaction is valued at 392 million yuan, which is approximately 56.5 million USD [1] Group 2: Strategic Implications - This acquisition allows the company to transition and upgrade its business towards the semiconductor sector, breaking the limitations of its current main business [1] - The move is expected to diversify the company's business layout and cultivate new profit growth points, enhancing overall profitability and risk resistance [1] - The strategic direction aligns with the company's long-term development strategy and industry upgrade goals [1]

Core Viewpoint - The company plans to acquire a 51% stake in Wuxi Yubang Semiconductor Technology Co., Ltd. for a cash consideration of 392 million yuan, marking a strategic shift towards the semiconductor industry [1] Group 1: Acquisition Details - The acquisition will be executed through equity transfer and capital increase, resulting in Yubang Semiconductor becoming a subsidiary of the company [1] - The transaction is valued at 392 million yuan, which is approximately 56.5 million USD [1] Group 2: Company Strategy - Post-acquisition, the company aims to achieve a strategic transformation and upgrade towards the semiconductor industry, moving beyond its current business limitations [1] - The integration of Yubang Semiconductor's services, which include precision repair and supply of parts and consumables, will provide a comprehensive service solution to clients [1] Group 3: Financial Implications - The acquisition is expected to cultivate new profit growth points, enhancing the overall profitability and risk resistance of the company [1] - This move aligns with the company's long-term development strategy and direction for industrial upgrading [1]

Core Viewpoint - The renovation and building materials sector experienced growth, closing at 17,486.43 points with a rise of 1.30% [1] Group 1: Stock Performance - Kangxin New Materials led the sector with a closing price of 4.72 CNY per share, increasing by 10.02% [1] - Sankeshu followed with a closing price of 48.38 CNY per share, also rising by 10.00% [1] - Gujia Home Furnishing closed at 33.80 CNY per share, with a rise of 7.81% [1] - Meike Home Furnishing saw a decline, closing at 2.86 CNY per share, down by 8.33% [1] - Xiong Plastic Technology closed at 10.70 CNY per share, decreasing by 4.12% [1] - Yuexin Health closed at 5.08 CNY per share, down by 2.68% [1] Group 2: Market Outlook - Huafu Securities indicated that the supply-side reform expectations and the acceleration of anti-involution may signal a turning point in the building materials capacity cycle [1] - The expectation of declining interest rates is likely to restore home buying willingness, supported by storage and urban renewal initiatives [1] - The marginal recovery in home buying willingness and capacity is expected to increase the probability of stabilization in the real estate market fundamentals, which may also drive the recovery of post-real estate cycle demand [1]

无锡宇邦半导体科技有限公司 审计报告 2025年1至9月及2024年度 公证天业会计师事务所(特殊普通合伙) Gongzheng Tianye Certified Public Accountants, SGP 中国 . 江苏 . 无锡 Wuxi . Jiangsu . China 总机：86（510）68798988 Tel：86（510）68798988 传真：86（510）68567788 Fax：86（510）68567788 电子信箱：mail@gztycpa.cn E-mail：mail@gztycpa.cn 审计报告 苏公 W[2026]A002 号 康欣新材料股份有限公司全体股东： 一、审计意见 我们审计了无锡宇邦半导体科技有限公司（以下简称无锡宇邦公司）财务报表， 包括2025年9月30日、2024年12月31日的资产负债表，2025年1至9月、2024年度的利 润表、现金流量表、所有者权益变动表以及相关财务报表附注。 我们认为，后附的财务报表在所有重大方面按照企业会计准则的规定编制，公 允反映了无锡宇邦公司2025年9月30日、2024年12月31日的财务状况以及2025年度1 至9月、2 ...

本资产评估报告依据中国资产评估准则编制 康欣新材料股份有限公司拟进行股权收购 所涉及的无锡宇邦半导体科技有限公司 股东全部权益价值 资产评估报告 苏中资评报字(2026)第 12001 号 (共 1 册, 第 1 册) 江苏中企华中天资产评估有限公司 二〇二六年一月十九日 中国资产评估协会 康 欣 新 材 料 股 份 有 限 公 司 拟 进 行 股 权 收 购 所 涉 及 的 无 锡 宇 邦 半 导 体 科 技 有 限 公 司 股东全部权益价值资产评估报告 目 录 | 声 明. | | --- | | 资产评估报告摘要 … | | 资产评估报告正文… | | í 委托人、被评估单位和其他资产评估报告使用人. | | に、 评估目的 | | ן ו 评估对象和评估范围 ... | | 四、 价值类型 | | 五、 评估基准日 | | 六、 评估依据 | | 七、 评估方法 | | 八、 评估程序实施过程和情况 | | 九、 评估假设 | | 十、 评估结论 . | | 十一、特别事项说明 | | 十二、资产评估报告使用限制说明 35 | | 十三、资产评估报告日 | | 资产评估报告附件 . | 江苏中企华中天 ...

证券代码：600076 证券简称：康欣新材 公告编号：2026-003 康欣新材料股份有限公司 关于收购无锡宇邦半导体科技有限公司部分股权并对 其增资的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 特别提示： 1、 康欣新材料股份有限公司（以下简称"康欣新材"或"公 司"）拟通过受让股权加增资的方式使用现金 39,168 万元取得无锡 宇邦半导体科技有限公司（以下简称"宇邦半导体"、"标的公司"、 "目标公司"）51%股权。本次交易完成后，宇邦半导体成为公司的 控股子公司，纳入公司合并报表。 2、 根据《上海证券交易所股票上市规则》《上海证券交易所 上市公司自律监管指引第 1 号——规范运作》等相关规定，本次交易 不构成关联交易。 3、 本次交易不构成《上市公司重大资产重组管理办法》规定 的重大资产重组。 4、 本次交易已经公司第十二届董事会第三次会议审议通过， 根据公司章程规定，无需提交公司股东会审议。本次交易尚需履行国 资相关程序。 1 5、 与本次交易相关的风险具体情况详见本公告"八、主要风 险提示"的具体内容 ...

康欣新材料股份有限公司 第十二届董事会独立董事第一次专门会议决议 康欣新材料股份有限公司（以下简称"公司"）第十二届董事会 独立董事第一次专门会议于 2026 年 1 月 20 日以通讯会议方式召开。 本次会议应参会独立董事 3 名，实际参加表决的独立董事 3 名，本次 会议的召集、召开符合《中华人民共和国公司法》《上市公司独立董 事管理办法》《公司章程》《独立董事工作制度》等有关规定，会议 合法有效。 经参会独立董事审议，一致通过以下议案： 《关于收购无锡宇邦半导体科技有限公司部分股权并对其增资 的议案》 我们认为: 作为公司独立董事，我们召开专门会议，对本次收购 无锡宇邦半导体科技有限公司部分股权并对其增资事项进行了审慎 核查。我们认为，该交易符合公司战略转型方向，有利于公司培育新 质生产力，拓展半导体高端装备业务板块。收购方案经专业机构评估 论证，决策程序符合相关法律法规及《公司章程》规定，未发现损害 公司及中小股东利益的情形。建议董事会进一步关注投后整合与技术 团队稳定等关键环节，确保交易达成预期协同效应。同意将本议案提 交公司董事会审议。 独立董事: 冯凯燕、王海燕、罗孟宁 2026 年 1 月 2 ...

Core Viewpoint - The company plans to acquire a 51% stake in Wuxi Yubang Semiconductor Technology Co., Ltd. for a cash consideration of 391.68 million yuan, making it a subsidiary and consolidating it into the company's financial statements [1] Group 1: Acquisition Details - The acquisition will be executed through equity transfer and capital increase [1] - After the transaction, Yubang Semiconductor will become a controlling subsidiary of the company [1] Group 2: Target Company Overview - Yubang Semiconductor, established in 2014, specializes in repair equipment for the integrated circuit manufacturing sector [1] - The company provides integrated service solutions, including precise repair, parts, consumables, and technical support [1] - Yubang Semiconductor has developed a strong customer base and reputation, becoming a supplier for many well-known domestic wafer fabs [1] Group 3: Financial Performance - The projected revenue for Yubang Semiconductor is 149.79 million yuan for 2024 and 166.05 million yuan for the first nine months of 2025 [1] - The net profit, excluding non-recurring gains and losses, is expected to be 13.00 million yuan for 2024 and 22.18 million yuan for the first nine months of 2025, indicating steady growth in revenue and profit [1]