南财智讯12月31日电，东睦股份公告，2025年12月31日，公司与中建设银行股份有限公司宁波江北支行 签订了《本金最高额保证合同》，为全资子公司山西东睦磁电有限公司与中国建设银行在2025年12月31 日至2028年12月31日期间内发生的债务提供连带责任保证担保，担保最高限额为人民币8000.00万元。 本次担保已履行董事会及股东大会审批程序，属于前期预计额度内担保，无反担保。截至公告日，公司 对控股子公司提供的担保余额为101,327万元，占公司2024年度经审计净资产的36.10%，无逾期担保情 形。 ...

证券代码：600114 股票简称：东睦股份 编号：2025-104 东睦新材料集团股份有限公司 NBTM NEW MATERIALS GROUP Co., Ltd. 关于全资子公司和孙公司通过高新技术企业 认定的公告 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 完整性承担个别及连带责任。 重要内容提示： 公司全资子公司天津东睦、南京东睦和孙公司连云港富驰通过高 新技术企业重新认定，公司全资子公司山西磁电首次通过高新技术企业认 定，但暂未收到高新技术企业证书 2025年12月26日，全国高新技术企业认定管理工作领导小组办公室发 布了《对天津市认定机构2025年认定报备的第二批高新技术企业进行备案 的公告》、《对江苏省认定机构2025年认定报备的第一批高新技术企业进 行备案的公告》、《对山西省认定机构2025年认定报备的第三批高新技术 企业进行备案的公告》，东睦新材料集团股份有限公司（以下简称"公 司"）全资子公司东睦（天津）粉末冶金有限公司（以下简称"天津东 睦"）、南京东睦新材料有限公司（以下简称"南京东睦"）、孙公司连 云港富驰智造科技有限 ...

本次系天津东睦、南京东睦和连云港富驰原高新技术企业证书有效期满后进行的重新认定，系山西磁电 首次通过高新技术企业认定。根据《中华人民共和国企业所得税法》等有关规定，天津东睦、南京东 睦、山西磁电、连云港富驰自通过高新技术企业认定后连续三年内可享受高新技术企业的税收优惠政 策，即按15%的税率缴纳企业所得税。 格隆汇12月29日丨东睦股份(600114.SH)公布，2025年12月26日，全国高新技术企业认定管理工作领导 小组办公室发布了《对天津市认定机构2025年认定报备的第二批高新技术企业进行备案的公告》、《对 江苏省认定机构2025年认定报备的第一批高新技术企业进行备案的公告》、《对山西省认定机构2025年 认定报备的第三批高新技术企业进行备案的公告》，公司全资子公司东睦（天津）粉末冶金有限公司 （以下简称"天津东睦"）、南京东睦新材料有限公司（以下简称"南京东睦"）、孙公司连云港富驰智造 科技有限公司（以下简称"连云港富驰"）均通过了高新技术企业重新认定，公司全资子公司山西东睦磁 电有限公司（以下简称"山西磁电"）首次通过高新技术企业认定，但截至目前暂未收到高新技术企业证 书。 ...

东睦股份公告称，2025年12月26日，其全资子公司天津东睦、南京东睦和孙公司连云港富驰通过高新技 术企业重新认定，全资子公司山西磁电首次通过认定，暂未收到证书。证书编号分别为 GR202512002071、GR202532000077、GR202514000678、GR202532003377。认定后，上述公司连续三 年可按15%税率缴纳企业所得税，该事项对已披露业绩无重大影响。 ...

Core Viewpoint - Dongmu Co., Ltd. has shown significant stock performance with a year-to-date increase of 91.93%, despite a recent decline in the last five trading days [1]. Group 1: Stock Performance - As of December 29, Dongmu's stock price reached 30.46 CNY per share, with a market capitalization of 19.232 billion CNY [1]. - The stock experienced a trading volume of 1.41 billion CNY, with a turnover rate of 0.76% [1]. - The stock has fluctuated with a 2.09% decrease over the last five trading days, a 7.75% increase over the last 20 days, and a 4.15% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongmu reported a revenue of 4.417 billion CNY, reflecting a year-on-year growth of 22.32% [2]. - The net profit attributable to shareholders for the same period was 415 million CNY, marking a 50.10% increase year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 57,000, a rise of 56.29% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 36.02% to 10,812 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 31.2923 million shares, an increase of 3.6932 million shares from the previous period [3].

Core Viewpoint - The article emphasizes investment opportunities in upstream metal new materials driven by three key sectors: AI computing power, new energy, and humanoid robots for 2026. The demand for high-frequency, high-power, high-heat dissipation, and miniaturization is leading the material transformation [1]. Group 1: AI Materials - In the inductance field, metal soft magnetic chip inductors are highlighted for their miniaturization and high current resistance, with companies like Platinum New Materials and Dongkui Co. recommended for investment [1][2]. - In the capacitor sector, the recovery of consumer electronics and the AI engine's resonance suggest a new cycle for MLCCs, with nickel powder benefiting directly, making companies like Boqian New Materials a focus [2]. - The demand for liquid cooling materials in data centers is expected to grow significantly, with companies like Bowei Alloy recommended for their liquid cooling solutions [2]. Group 2: New Energy Materials - Copper is leading the cost revolution in photovoltaics, with companies like Boqian New Materials suggested for investment [4]. - Amorphous alloys are identified as suitable for high power density motors, with Yunlu Co. recommended [4]. - The axial flux motor is anticipated to drive the electric revolution, with Dongmu Co. highlighted for its potential [4]. Group 3: Humanoid Robot Materials - Lightweight materials, particularly magnesium, are noted as competitive, with Baowu Magnesium Industry recommended [4]. - Rare earth permanent magnets are expected to open up long-term growth in high-performance magnetic materials for humanoid robots, with companies like Jinli Permanent Magnet and Ningbo Yunsheng suggested [4]. - MIM (Metal Injection Molding) technology is emphasized for its advantages in robot structural components, with Dongmu Co. again highlighted [4]. Group 4: Capacitors - The MLCC industry is poised for recovery, with significant growth expected in 2024 driven by AI applications and consumer electronics [29]. - AI servers are projected to significantly increase MLCC demand, with estimates suggesting a rise from 603 million units in 2025 to 1.55 billion units by 2028, reflecting a CAGR of 37.2% [37]. - Companies like Boqian New Materials are positioned to benefit from the high-capacity MLCC market driven by AI [38]. Group 5: Liquid Cooling Materials - The demand for liquid cooling solutions is increasing due to the high-density requirements of AI servers, with Bowei Alloy recommended for their innovative materials [49]. - Tungsten-copper alloys are expected to meet the stringent thermal management needs of optical modules, with companies like Sui Rui New Materials suggested for investment [50].

Core Viewpoint - Dongmu Co., Ltd. has experienced significant stock price fluctuations and growth in revenue and profit, indicating a strong performance in the market despite recent declines in stock price [1][2]. Group 1: Stock Performance - On December 25, Dongmu's stock price fell by 2.00% to 29.86 CNY per share, with a trading volume of 1.07 billion CNY and a turnover rate of 0.58%, resulting in a total market capitalization of 188.53 billion CNY [1]. - Year-to-date, Dongmu's stock price has increased by 88.15%, with a 0.71% rise over the last five trading days, a 9.86% increase over the last 20 days, and an 8.57% decline over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongmu achieved a revenue of 4.417 billion CNY, representing a year-on-year growth of 22.32%, and a net profit attributable to shareholders of 415 million CNY, reflecting a 50.10% increase compared to the previous year [2]. - Since its A-share listing, Dongmu has distributed a total of 1.56 billion CNY in dividends, with 370 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Dongmu had 57,000 shareholders, an increase of 56.29% from the previous period, with an average of 10,812 circulating shares per shareholder, down by 36.02% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 31.2923 million shares, an increase of 3.6932 million shares from the previous period [3].

（文章来源：证券日报） 证券日报网讯 12月19日晚间，东睦股份发布公告称，公司第九届董事会第五次会议审议通过《关于修 订〈公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案）〉及其摘要的议案》 《关于批准本次交易相关资产评估报告的议案》。 ...

截至发稿，东睦股份市值为193亿元。 每经头条（nbdtoutiao）——海南封关首日直击：为中国探路，全球最大自贸港如何重塑开放边界？ （记者 张明双） 每经AI快讯，东睦股份（SH 600114，收盘价：30.61元）12月19日晚间发布公告称，公司第九届第五次 董事会会议于2025年12月19日在公司会议室以现场会议的方式召开。会议审议了《关于批准本次交易相 关资产评估报告的议案》等文件。 2024年1至12月份，东睦股份的营业收入构成为：制造业占比99.24%，其他业务占比0.76%。 ...

中国国际金融股份有限公司 关于 东睦新材料集团股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易 之 独立财务顾问报告 （修订稿） 独立财务顾问 二〇二五年十二月 独立财务顾问声明和承诺 中国国际金融股份有限公司（以下简称"中金公司"、"本独立财务顾问"）接受 东睦新材料集团股份有限公司（以下简称"东睦股份"、"上市公司"或"公司"）委 托，担任本次发行股份及支付现金购买资产并募集配套资金暨关联交易（以下简称"本 次交易"）的独立财务顾问，就该事项向上市公司全体股东提供独立意见，并制作本独 立财务顾问报告。 本独立财务顾问核查意见是依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司重大资产重组管理办法》《上市公司并购重组财务顾问业务管理办法》《公 开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产重组》《上市 公司监管指引第 9 号——上市公司筹划和实施重大资产重组的监管要求》和《上海证券 交易所上市公司重大资产重组审核规则》等法律法规及文件的规定和要求，以及证券行 业公认的业务标准、道德规范，经过审慎调查，本着诚实信用和勤勉尽责的态度，就本 次交易认真履行尽 ...