格隆汇1月29日丨天通股份(600330.SH)在投资者互动平台表示，公司的薄膜铌酸锂晶圆可以用于6G。 ...

格隆汇1月29日丨天通股份(600330.SH)在投资者互动平台表示，公司的薄膜铌酸锂晶圆可以用于6G。 ...

Core Viewpoint - The company, Tiantong Co., Ltd. (600330.SH), has signed a strategic cooperation agreement with JD Industrial during the 2025 World Intelligent Manufacturing Conference to enhance the supply chain for robot manufacturing by ensuring the supply of high-quality core components [1] Group 1: Strategic Cooperation - The agreement aims to build a digital highway linking the upstream and downstream of the industry through a smart supply chain [1] - The collaboration will support robot manufacturing companies by providing essential core components [1] Group 2: Product Application - The company's soft magnetic materials are critical components for module power supplies and sensors in robots [1] - These soft magnetic materials can also be used as magnetic cores in various electronic components such as motors, transformers, relays, inductors, and filters, which have extensive applications in robotic systems [1]

格隆汇1月29日丨天通股份(600330.SH)在投资者互动平台表示，公司没有持有燧源科技的股份。 ...

格隆汇1月29日丨天通股份(600330.SH)在投资者互动平台表示，公司没有和航天八院合作。商业航天领 域是公司的重要方向，主要配合客户端发展此业务。目前项目主要是星载组件和地面组件以及天地通信 等模组，但业务占比很小。 ...

●公司实际控制人及其一致行动人持有公司股份233,078,073股，占公司总股本的18.90%。实际控制人及 其一致行动人累计质押股份数量（含本次）合计123,152,000股，占其持股数量比例的52.84%，占公司 总股本的9.98%。 公司于2026年1月28日接到实际控制人潘建清先生通知，获悉其将持有的公司部分无限售流通股进行了 解除质押及再质押，具体情况如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600330 证券简称：天通股份 公告编号：2026-005 天通控股股份有限公司 关于实际控制人股份解除质押及再质押的公告 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。 重要内容提示： ●天通控股股份有限公司（以下简称"公司"）实际控制人潘建清先生持有公司股份57,306,180股，占公司 总股本的4.65%。潘建清先生持有公司股份累计质押数量（含本次）为32,400,000股，占其持股数量比 例的56.54%，占公司总股本的2.63%。 一、本次股份解除质押情况 2026年1月27日，潘建清先生将 ...

（记者 曾健辉） 每经AI快讯，昱能科技1月28日晚间发布公告称，截至本公告披露日，昱能科技股份有限公司（以下简 称"公司"）股东天通高新集团有限公司（以下简称"天通高新"）持有公司股份21,500,689股，占公司总 股本的13.76%。本次解除质押2,380,000股，再质押2,380,000股；剩余累计质押股份16,380,000股，占其 持股总数的76.18%，占公司总股本的10.48%。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 ...

（编辑 丛可心） 证券日报网讯 1月28日，天通股份发布公告称，实际控制人潘建清于1月27日解除质押4800000股后，同 日再质押4800000股给中国光大银行股份有限公司嘉兴分行，期限三年，用于补充流动资金；其累计质 押32400000股，占持股56.54%。 ...

重要内容提示： ●天通控股股份有限公司（以下简称"公司"）实际控制人潘建清先生持有 公司股份 57,306,180 股，占公司总股本的 4.65%。潘建清先生持有公司股份累计 质押数量（含本次）为 32,400,000 股，占其持股数量比例的 56.54%，占公司总 股本的 2.63%。 ●公司实际控制人及其一致行动人持有公司股份 233,078,073 股，占公司总股 本的 18.90%。实际控制人及其一致行动人累计质押股份数量（含本次）合计 123,152,000 股，占其持股数量比例的 52.84%，占公司总股本的 9.98%。 证券代码：600330 证券简称：天通股份 公告编号：2026-005 天通控股股份有限公司 关于实际控制人股份解除质押及再质押的公告 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。 公司于 2026 年 1 月 28 日接到实际控制人潘建清先生通知，获悉其将持有的 公司部分无限售流通股进行了解除质押及再质押，具体情况如下： 一、本次股份解除质押情况 2026 年 1 月 27 日，潘建清先生将 ...

Core Insights - The report highlights a bullish outlook for the metals sector, driven by macroeconomic factors such as the Federal Reserve's interest rate cuts and a recovering global economy, particularly in China [3][44] - Key investment themes for 2026 include expanding demand for precious metals like gold and silver, improving fundamentals for aluminum and copper, strategic opportunities in rare earths, and supply-side disruptions due to overcapacity in certain sectors [3][4] Group 1: Precious Metals - The report suggests a long-term bullish view on gold, with expectations of price increases driven by anticipated interest rate cuts and geopolitical tensions, which enhance gold's appeal as a safe-haven asset [3][44] - Silver is also highlighted as a key investment opportunity due to its high price ratio to gold, indicating potential for significant price appreciation [3] - Specific companies to watch include Shandong Gold (600547.SH) and Zijin Mining (601899.SH), which are expected to benefit from increased production and operational efficiencies [4] Group 2: Industrial Metals - The report notes that aluminum and copper are set to see improved profitability due to lower production costs and increased demand, particularly in the context of infrastructure investments [3][4] - Companies such as Zhongfu Industrial (600595.SH) and Zijin Mining (601899.SH) are identified as having strong positions in the copper market, with expected profit growth [4] - The report emphasizes the importance of monitoring supply chain dynamics, particularly in copper, where inventory levels are shifting significantly [18][58] Group 3: Rare Earths and Strategic Metals - The report identifies rare earth elements as a critical area for investment, particularly in light of geopolitical tensions between the US and China, which may create opportunities for companies involved in rare earth mining and processing [3][4] - Companies like Northern Rare Earth (600111.SH) and China Rare Earth (000831.SZ) are highlighted for their potential to benefit from price increases in rare earth materials [4] Group 4: Energy Metals - The report discusses the rebound in lithium and nickel prices, driven by strong demand from the battery sector, with specific mention of companies like Tianqi Lithium (002466.SZ) and Ganfeng Lithium (002460.SZ) [4][27] - The expected growth in energy storage solutions is also noted as a significant driver for demand in these metals [4] Group 5: Overall Market Performance - The overall performance of the non-ferrous metals sector is noted to have outperformed the broader market, with a cumulative increase of 96.46% in 2025 compared to a 21.65% increase in the Shanghai Composite Index [33][35] - The report indicates that while the sector has seen significant gains, valuations are currently at historical averages, suggesting potential for further growth [35]