Core Viewpoint - Yueyang Lin Paper has entered the bio-based new materials sector by signing a sales contract for 1,500 absolute dry tons of needle solid lignin, which is expected to positively impact the company's annual operating performance [2][3][6]. Group 1: Contract and Production Capacity - The contract with Hunan Green Jun New Materials is set to supply the lignin by the end of 2026, and it is classified as a routine operational contract with no related party transactions involved [3][4]. - Currently, the production capacity of the subsidiary, Jun Tai Technology, has reached 20,000 tons of needle high-purity lignin, with a utilization rate of 100% [6]. Group 2: Production Process and Applications - Jun Tai Technology utilizes agricultural and forestry residues and black liquor from pulping as raw materials, adopting a green production model that emphasizes waste reuse [5]. - The primary application of the sold lignin is in non-ferrous metal smelting, with future plans to expand into high-end functional materials and dispersants [5][6]. Group 3: Market Context and Challenges - The bio-based new materials sector, particularly lignin, is gaining attention due to favorable policies under the "14th Five-Year Plan," which includes new materials as a strategic emerging industry [2][12]. - Despite the potential, the lignin market has not yet formed a significant scale, and there are existing technological bottlenecks in high-value lignin applications that need to be addressed [2][12]. - The global industrial lignin production is currently around 5 million tons annually, with lignin often being a byproduct in industrial processes [7].

Group 1: Company Announcements - Zhongwei Company plans to acquire 64.69% equity of Hangzhou Zhonggui through a combination of share issuance and cash payment, aiming to enhance its capabilities in CMP equipment and solutions [1] - Lixun Precision intends to repurchase shares worth between 1 billion to 2 billion RMB for employee stock ownership plans or equity incentives, with a maximum repurchase price of 86.96 RMB per share [2] - ZaiJing Pharmaceutical has reached a global strategic cooperation and licensing agreement with AbbVie for the development and commercialization of ZG006, receiving an upfront payment of 100 million USD [3] - Tianci Materials expects a net profit increase of 127% to 231% for 2025, driven by significant growth in lithium-ion battery material sales [4] - Meike Home plans to acquire 100% equity of Shenzhen Wande Technology through share issuance and cash payment, with stock resuming trading on January 5, 2026 [6][7] - ST KeliDa is planning a change in control, with stock suspension starting January 5, 2026, due to the transfer of 100% equity of its controlling shareholder [8] - Xinzhou Bang intends to invest approximately 260 million USD in a lithium-ion battery materials project in Saudi Arabia, enhancing its global capacity and supply chain [9] Group 2: Financial Performance - Kid's King anticipates a net profit increase of 51.72% to 82.06% for 2025 [9] - Guangku Technology expects a net profit growth of 152% to 172% for 2025 [9] Group 3: Mergers and Acquisitions - Xidi Micro plans to acquire 100% equity of Chengxin Micro for 310 million RMB [9] - Haili Biological's subsidiary intends to acquire 51% equity of seven dental chain companies for 61.2 million RMB [9]

Group 1 - The company primarily exports its products to countries in Asia and Africa, with some exports to Europe [1] - The company confirmed that it does sell products to European countries [1]

证券代码：600963 证券简称：岳阳林纸 公告编号：2026-002 岳阳林纸股份有限公司 关于子公司签订木质素销售合同的自愿性披露公告 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： 对上市公司当期业绩的影响：合同的履行将对公司销售年度的经营业绩产 生积极的影响。 特别风险提示： 该合同属于骏泰科技日常经营性合同，公司与交易对方不存在关联关系，所 涉及的交易不构成关联交易，根据《上海证券交易所股票上市规则》《公司章程》 等的规定，公司本次签署日常交易相关合同无需经公司董事会、股东会审议。 二、合同履行对上市公司的影响 骏泰科技充分利用农林剩余物作为原料，生产、销售溶解浆、纸浆、木质素 等系列生物基材料和生物质能源产品。借助骏泰科技在生物基材料和生物质能源 领域的先进技术优势，公司未来将进一步拓展绿色环保产品线，以满足市场对可 持续发展的需求。 1 本次签订的销售合同为该子公司日常经营性合同，合同的履行将对公司销售 年度的经营业绩产生积极的影响。本次合同的签订与履行不会对公司及该子公司 的独立性造成影响，公司 ...

Core Viewpoint - The company has signed a sales contract for approximately 1,500 air-dry tons of softwood lignin with Hunan Lvjunn New Materials Co., Ltd., indicating a strategic move to enhance its product offerings in the bio-based materials sector [1] Group 1 - The contract duration is from the signing date until December 31, 2026, showcasing a long-term commitment to supply [1] - The subsidiary, Hunan Juntai Bio-based New Materials Technology Co., Ltd., focuses on utilizing agricultural and forestry residues as raw materials to produce and sell a range of bio-based materials and biomass energy products [1] - The company aims to leverage its advanced technology in the bio-based materials and biomass energy fields to expand its green and environmentally friendly product line, addressing market demands for sustainable development [1]

Core Viewpoint - Yueyang Lin Paper (600963.SH) announced a sales contract for pine solid lignin with Hunan Green Jun New Materials Co., Ltd. through its wholly-owned subsidiary Hunan Jun Tai Bio-based New Materials Technology Co., Ltd. [1] Group 1 - The contract involves the sale of approximately 1,500 air-dry tons of pine solid lignin [1] - The contract period extends from the signing date until December 31, 2026 [1]

证券代码：600963 证券简称：岳阳林纸 公告编号：2026-001 岳阳林纸股份有限公司 关于子公司签订国有林场造林碳汇资源合作开发项目 合同确认书的公告 2．本次合作项目期限较长，如碳汇市场交易价格走低、市场竞争加剧等，可 能会对预期收益产生不利影响。 3．该项目碳汇产生量为测算数，实际项目产生碳汇量可能受气候条件、经营 措施等自然及人为因素的影响，可能不及预期。 4．公司预计该项目整体收益对公司影响较小，实现收益的具体时间也存在不 确定性。 一、合同签订情况 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： 合同合作期限：21 年。 对上市公司当期业绩的影响：若合同能顺利实施，将对公司实施项目年度 的经营业绩产生积极的影响。 特别风险提示： 1．项目受政策、市场等多方因素影响，推进进度是否符合计划进度存在不确 定性。同时项目预估量受自然灾害不可抗力因素影响，可能导致林业面积减少， 碳汇量也会随之减少。 2025 年 12 月 30 日，岳阳林纸股份有限公司（以下简称"公司"）全资子公 司诚通碳汇经营管理（ ...

Core Viewpoint - The company Yueyang Forest and Paper (600963.SH) has signed a contract confirmation with the state-owned Mulan Weichang Forest Farm in Hebei Province to develop a forestry project covering an area of 77,800 acres, which meets national afforestation methodology requirements [1] Group 1 - The project will have a contract duration of 21 years, including both the application period and the cooperation period [1] - Successful implementation of the contract is expected to positively impact the company's annual operating performance for the project [1]

Group 1 - The company, Yueyang Forest & Paper, has a self-produced pulp supply capacity exceeding 70%, ensuring a stable supply of raw materials [2] - The company engages in import and export business, and the appreciation of the RMB is beneficial for its import activities; currently, exchange rate fluctuations have a minimal impact on the company's performance [2]

Group 1 - The company has a self-produced pulp supply capacity exceeding 70%, ensuring a stable supply of raw materials [1] - The company engages in import and export business, and the appreciation of the RMB is beneficial for its import operations [1] - Current exchange rate fluctuations have a minimal impact on the company's performance [1]