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黄金概念股震荡走高
Di Yi Cai Jing· 2025-09-26 03:28
Group 1 - Hunan Silver increased by 9.12% [1] - Silver Nonferrous rose by 8.51% [1] - Jiangxi Copper surged by 6.77% [1] - Guiyan Platinum, Yuguang Gold Lead, and Shengda Resources all rose over 4% [1]
贵金属板块震荡走高,湖南白银涨超9%
Mei Ri Jing Ji Xin Wen· 2025-09-26 02:15
Group 1 - The precious metals sector experienced a significant upward movement on September 26, with Hunan Silver rising over 9% [1] - Silver Unicom and Jiangxi Copper both increased by nearly 7% [1] - Guiyan Platinum, Yuguang Gold Lead, and Shengda Resources saw gains of over 4% [1]
贵研铂业抛13亿元定增扩产:全产业链梦背后,债务与盈利困局如何破?
Tai Mei Ti A P P· 2025-09-24 11:13
(图片系AI生成) 9 月 22 日,贵研铂业(600459.SH)披露2025年度向特定对象发行A股股票预案,拟募资不超过12.91亿元用于科技创新平台建设、产业转型升级及补充流动 资金。 贵研铂业认为,扩产必要性源于两个方面,一是近年来新兴产业的快速发展带动我国贵金属新材料市场需求持续攀升,进而带动贵金属需求量稳步提升;二 是政策层面,近年来国家出台了一系列政策大力支持新材料产业发展和科技创新。 这一背景下,贵研铂业认为需要强化自身研发实力,而定增就是手段之一,因为这既能推动铂族金属回收及新材料制造技术升级,同时可以优化该公司的资 本结构,降低财务成本,为长期发展提供资金保障。 然而,这种重装前行的模式已经让公司财务负担沉重,快速攀升的短期债务犹如悬在其头顶的"达摩克利斯之剑"。 2025半年报显示,贵研铂业的总资产达到197.95亿元,较年初的145.44亿元激增36.10%,而资产规模主要构成之一就是负债,这一指标已经达到120亿元, 资产负债率为61.01%,同比增长13.75%。 截至今年上半年,公司的短期借款从年初的11.93亿元暴增178.11%,达到33.18亿元,主要是为满足公司生产经营规 ...
A股小金属概念股普涨,华锡有色涨超6%
Ge Long Hui· 2025-09-24 01:59
格隆汇9月24日|A股市场小金属概念股普涨,其中,华锡有色涨超6%,浩通科技涨超3%,贵研铂业涨 超2%,中国稀土、中矿资源、广晟有色、中钨高新等跟涨。 ...
贵研铂业拟募12.9亿助创新转型 专注主业全年营收有望首超500亿
Chang Jiang Shang Bao· 2025-09-23 23:17
9月22日晚间,贵研铂业发布2025年度向特定对象发行A股股票预案,公司拟向特定对象发行A股股票, 募集资金总额不超过12.91亿元(含本数)。 长江商报消息 ●长江商报记者 黄聪 作为行业龙头企业,贵研铂业(600459.SH)拟通过资本市场募资,加快科技创新和转型升级步伐。 长江商报记者发现,贵研铂业募资中,4.8亿元拟投资于"科技创新平台"项目,占此次定增募资约37%; 4.2亿元用于"产业转型升级"项目,占此次定增募资约33%。 贵研铂业认为,本次募资紧密围绕公司主营业务布局,可强化自身科技创新体系建设,夯实公司贵金属 领域的竞争优势,进一步巩固行业领先地位。 围绕主营业务布局 贵金属集团是集贵金属系列功能材料研究、开发和生产经营于一体的高新技术企业。集团前身为始建于 1928年的"国立中央研究院工程研究所",1962年更名为贵金属研究所,1999年改制为科技型企业。 贵金属集团于2000年发起设立贵研铂业,后者2003年在上海证券交易所上市。如今,贵研铂业正计划通 过资本市场,进一步加快科技创新和转型升级步伐。 9月22日晚间,贵研铂业发布2025年度向特定对象发行A股股票预案,公司拟向特定对象发行 ...
贵研铂业(600459) - 云南省贵金属新材料控股集团股份有限公司关于召开2025年半年度业绩说明会的公告
2025-09-23 10:30
证券代码:600459 证券简称:贵研铂业 公告编号:临 2025-50 云南省贵金属新材料控股集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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: 会议召开时间:2025 年 09 月 30 日(星期二) 上午 11:00-12:00 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于 2025 年 09 月 24 日(星期三) 至 09 月 29 日(星期一)16:00 前登录 上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 stock@ipm.com.cn 进 行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 云南省贵金属新材料控股集团股份有限公司(以下简称"公司")于 2025 年 8 月 30 日发布公司 2025 年半年度报告,为便于广大投资者更全面深入地了解公司 2025 ...
9月23日重要公告一览
Xi Niu Cai Jing· 2025-09-23 10:18
Group 1 - Qianyu Medical's shareholder QM5 LIMITED plans to transfer approximately 6.6693 million shares, accounting for 2% of the company's total share capital [1] - Guizhou Platinum Industry intends to raise no more than 1.291 billion yuan for technological innovation platform construction, industrial transformation, and working capital [1] - Guangdong Construction has won a bid for the Guangzhou Financial City East District project with a contract value of 1.924 billion yuan [1] Group 2 - Sanfu New Science plans to repurchase shares with a total amount not less than 10 million yuan and not exceeding 15 million yuan [3] - Baiyun Mountain's subsidiary has entered the II phase of clinical trials for children's Xiao Chai Hu granules, aimed at treating pediatric gastrointestinal colds [4] - Lepu Medical has signed a strategic cooperation agreement with Hanhai Information for market promotion and operation rights in mainland China [5] Group 3 - Daotong Technology plans to transfer 46% of its stake in Saifang Technology for a total consideration of 109 million yuan [7] - Rizhao Port's shareholder Shandong Energy Group intends to reduce its stake by up to 3% [8] - Saiwei Electronics reports that the National Integrated Circuit Fund has reduced its stake by 6.3481 million shares, representing 0.87% of the total share capital [10] Group 4 - Changji Logistics proposes a cash dividend of 0.31 yuan per share for the 2025 interim period [11] - Xuelong Group's shareholder plans to reduce its stake by up to 1.95% [13] - Lianxiang Co. plans to reduce its stake by a total of 3.74% [15] Group 5 - Yingfeite's actual controller plans to reduce its stake by up to 2.82% [16] - Baolong Technology's director plans to reduce his stake by up to 0.11% [17] - China Electric Research's shareholder plans to transfer 2% of the company's shares through an inquiry transfer [18] Group 6 - Oriental Pearl plans to participate in establishing an investment fund with a total fundraising scale of 714 million yuan [19] - Tianqin Equipment's shareholder plans to reduce its stake by up to 1% [21] - Crystal Optoelectronics' shareholder plans to reduce its stake by up to 0.99% [22] Group 7 - Changchun Technology expects a net profit increase of 131.39% to 145.38% for the first three quarters of 2025 [22] - Jinhai Tong's shareholder plans to reduce its stake by up to 1% [24] - Zhongdian Electric's shareholder plans to reduce its stake by up to 3% [26] Group 8 - Zhixiang Jintai has signed exclusive cooperation agreements for two monoclonal antibody injections [27] - Chuangli Group's director plans to reduce his stake by up to 0.7% [28] - Henghui Security's shareholders plan to reduce their stake by a total of 2.34% [29] Group 9 - Tianci Materials' subsidiary has signed a supply cooperation agreement for no less than 800,000 tons of electrolyte products [29] - Tianci Materials has submitted an application for H-share listing on the Hong Kong Stock Exchange [30] - Zhongke Haixun has signed a strategic cooperation agreement with Beibu Gulf Port Group [30] Group 10 - China CNR has elected Sun Yongcai as the chairman of the board [31] - Baiwei Storage plans to issue H-shares and list on the Hong Kong Stock Exchange [32] - Shengxin Lithium Energy plans to acquire a 21% stake in Qicheng Mining for 1.456 billion yuan [33] Group 11 - Zhongjing Electronics plans to raise no more than 700 million yuan for various projects [35] - Dingxin Communications clarifies that its technology authorization from Pingtouge is unrelated to AI intelligent reasoning chips [37] - Rihai Intelligent's major shareholder plans to reduce its stake by up to 2.77% [38] Group 12 - Rihai Optical's actual controller plans to reduce his stake by up to 3% [39] - Xilong Science's actual controllers plan to reduce their stake by a total of 3% [40] - Honggong Technology plans to sign a project contract with a maximum investment of 450 million yuan [41] Group 13 - Mankang Pharmaceutical has signed a strategic cooperation agreement with Nanjing Haijing Pharmaceutical [42] - Mankang Pharmaceutical plans to raise no more than 1.033 billion yuan through a private placement [42] - Kaidi Co.'s shareholder plans to reduce its stake by up to 38,030 shares [43] Group 14 - Hesheng Co. has launched a stock option and restricted stock incentive plan totaling 3.6 million shares [44] - ST Yigou's shareholder plans to reduce its stake by up to 2.85% [46] - Jinziham's subsidiary plans to invest up to 300 million yuan in Zhongzheng Microelectronics [49]
拓展“AI+新材料”赛道 贵研铂业拟定增募资不超过12.91亿元
Zheng Quan Ri Bao· 2025-09-23 09:08
"随着公司业务规模扩大,尤其在氢能、半导体等新兴领域需求增长下,资金需求迫切。"福建华策品牌 定位咨询创始人詹军豪在接受《证券日报》记者采访时表示,贵研铂业此次定增募资具有显著的必要 性。"定增将强化其研发实力,推动铂族金属回收及新材料制造技术升级,同时优化该公司的资本结 构,降低财务成本,为长期发展提供资金保障。" 贵金属新材料具有独特的物理、化学性能及良好的导电性、导热性、工艺性、稳定性和极高的抗腐蚀性 等特性,在现代工业体系尤其是高科技以及前沿科技领域中,越来越成为不可或缺的关键元素。 近年来,新兴产业的快速发展带动我国贵金属新材料市场需求持续攀升,进而带动贵金属需求量稳步提 升。公告数据显示,2023年中国贵金属总需求量为1.22万吨,同比增长23.0%,主要驱动力来自工业需 求的增长。其中,工业需求占比超八成,与2019年相比,五年间中国贵金属总需求量增长41.7%。2023 年,我国贵金属需求量占全球贵金属总需求量的27.6%,其中,工业需求占全球的47.7%,是全球贵金 属工业应用第一大国。 政策层面,近年来国家出台了系列政策大力支持新材料产业发展和科技创新。例如,今年,工业和信息 化部等九部门 ...
贵研铂业拟定增募不超12.91亿 2023年初配股募18.54亿
Zhong Guo Jing Ji Wang· 2025-09-23 02:59
中国经济网北京9月23日讯 贵研铂业(600459.SH)1昨晚披露2025年度向特定对象发行A股股票预 案,本次向特定对象发行股票的发行对象为不超过35名(含)特定投资者,发行对象范围为符合中国证 监会规定的证券投资基金管理公司、证券公司、信托投资公司、财务公司、保险机构投资者、合格境外 机构投资者、人民币合格境外机构投资者,以及符合中国证监会规定的其他法人、自然人或其他合格的 投资者。证券投资基金管理公司、证券公司、合格境外机构投资者、人民币合格境外机构投资者以其管 理的二只以上产品认购的,视为一个发行对象。信托公司作为发行对象,只能以自有资金认购。所有发 行对象均以现金认购本次向特定对象发行的股票。 本次发行的定价基准日为发行期首日。本次向特定对象发行股票发行价格不低于定价基准日前20个 交易日(不含定价基准日)公司股票交易均价的80%。 截至预案公告日,本次发行尚未确定发行对象,因而无法确定发行对象与公司的关系。本次发行是 否构成关联交易将在发行结束后公告的发行情况报告书中披露。 截至本预案公告日,云投集团直接持有公司38.60%的股份,系公司控股股东,云南省国资委为公 司实际控制人。以本次发行股票数 ...
贵研铂业拟定增募资12.91亿元 投入科技创新平台等项目
Zheng Quan Shi Bao· 2025-09-22 18:03
Core Viewpoint - Guizhou Platinum Industry (贵研铂业) plans to raise up to 1.291 billion yuan through a private placement of A-shares to invest in technology innovation projects, industrial transformation upgrades, and to supplement working capital [1][2] Group 1: Fundraising and Investment Plans - The company intends to allocate 400 million yuan to the National Key Laboratory Platform for Precious Metal Functional Materials and 84 million yuan to the AI Laboratory for New Precious Metal Materials [1] - Investment in industrial transformation projects includes 170 million yuan for the Precious Metal Secondary Resource Enrichment and Regeneration Modern Industrial Base Project, 130 million yuan for the Green Recycling Project, 80 million yuan for the Deep Processing and Intelligent Upgrade Project, and 40 million yuan for the Anticancer Drug Raw Material Project [1] - An additional 387 million yuan will be used to supplement working capital [1] Group 2: Research and Development Focus - The National Key Laboratory for Precious Metal Functional Materials will have a total investment of 561 million yuan and a construction period of 2 years, focusing on innovative capabilities in precious metal functional materials, precursor catalytic materials, and intelligent support service platforms [1] - The company aims to transition from discrete R&D to a comprehensive platform-based R&D model, integrating top research resources in precious metals from Yunnan and nationwide [2] - The project will enhance the technology transfer system, addressing the development of new products and technologies from "0 to 1" and supporting the independent innovation of core technologies in the precious metal materials industry [2] Group 3: Financial Performance - In the first half of 2025, the company achieved operating revenue of 29.554 billion yuan, a year-on-year increase of 20.91%, and a net profit attributable to shareholders of 325 million yuan, up 2.3% year-on-year [2]