证券日报网讯2月6日，金田股份（601609）在互动平台回答投资者提问时表示，公司股票价格在二级市 场的表现受多种因素影响。公司将坚持战略引领，推进国际化布局，不断深化高端行业、新兴领域的客 户合作和产品应用，扎实有效地推进各项经营管理工作，力争以良好的业绩回馈广大投资者。同时，公 司不断完善投资者关系管理工作，准确传递公司价值，开展股份回购等举措，并持续通过ESG倡导与实 践，促进公司价值成长与可持续发展。 ...

| 证券代码：601609 | 证券简称：金田股份 | 公告编号：2026-011 | | --- | --- | --- | | 债券代码：113046 | 债券简称：金田转债 | | 宁波金田铜业（集团）股份有限公司 关于归还临时补充流动资金的募集资金的公告 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： 截至 2026 年 2 月 6 日，公司已累计归还临时补充流动资金的闲置募 集资金人民币 15,900 万元。 一、募集资金临时补充流动资金情况 公司于2025年9月17日、2025年10月9日、2025年11月11日、2025年12月9日、 2026年1月16日分批将前述用于暂时补充流动资金的5,800万元、3,600万元、500 万元、1,200万元、2,400万元归还至"金铜转债"募集资金专用账户，用于"金 铜转债"募投项目建设资金的支付，并及时将上述募集资金的归还情况告知公司 保荐机构及保荐代表人。（具体内容详见公司在上海证券交易所网站披露的相关 公告） 2026年2月6日，根据现阶段"金铜转债" ...

本报讯 （记者吴奕萱 见习记者王楠）2月5日，宁波金田铜业（集团）股份有限公司（以下简称"金田股 份"）通过官方微信公众号披露，嘉兴金田华睿超材料基金于今年1月份完成对苏州烯晶半导体科技有限 公司（以下简称"烯晶"）的投资，这也是该基金成立以来的首笔投资。 据悉，碳纳米管晶圆被视为后摩尔时代的新一代半导体基础材料，有望形成继硅基晶圆后的千亿级乃至 万亿级产业。当前硅基芯片面临物理极限与功耗瓶颈，而碳纳米管晶圆凭借超高载流子迁移率、低功耗 及三维集成潜力，可延续摩尔定律。其90纳米制程性能对标硅基28纳米，支持太赫兹级高频工作，功耗 约为硅基的1/4，适配射频器件、逻辑芯片、柔性电子等领域，满足6G与AI算力需求。目前全球碳纳米 管芯片正从实验室走向规模化应用，我国具备实现弯道超车的潜力。 烯晶成立于2022年4月份，聚焦碳基半导体生态产业，核心团队长期深耕半导体级碳纳米管（CNT）体 系，攻克了碳管晶圆纯度控制与阵列排布的行业难题。公司已建成8/12英寸CNT晶圆中试线，与头部客 户合作多年，实现阵列碳纳米管晶圆批量出货，并持续向下游器件领域拓展。 公开资料显示，嘉兴金田华睿超材料基金由华睿投资联合桐乡国投、 ...

爱建证券研报指出，金田股份预计25全年实现归母净利润7.0–8.0亿元，同比增长51.50%–73.14%；对应 中位值7.50亿元，较一致预测7.37亿元高1.8%，公司在高附加值产品放量、产品结构持续优化及盈利能 力改善等方面进展顺利。公司拟在2026年1月27日至2027年1月26日期间使用2–4亿元资金实施回购，回 购股份将全部用于转换可转债（金田转债），不用于减资或股权激励。回购彰显长期发展信心，资本结 构优化稳步推进。公司高端铜基材料在算力散热领域加速导入海外客户，销量快速提升，盈利能力抬升 显著。铜价波动对公司盈利影响有限，公司积极布局"铝代铜"方向，材料替代同时优化毛利结构，增强 铜价波动的对冲能力。维持"买入"评级。 ...

Group 1 - The report highlights the establishment of two structural monetary policy tools by the central bank to support the stable development of the capital market, with a total combined quota of 800 billion yuan, which is expected to reshape the A-share ecosystem [4][8] - In January, the total amount applied for stock repurchase and increase loans decreased by 11% month-on-month, primarily due to an 86% decline in the amount applied for increases [9][8] - The A-share repurchase situation in January showed a significant decline, with the total repurchase amount at approximately 14.93 billion yuan, down 33% from December, and the number of repurchase plans also decreased by 42% [11][8] Group 2 - The report indicates that in January, the total amount of repurchases and increases in the A-share market was approximately 149.3 billion yuan, with 77% of the funds being self-owned or raised funds [11][20] - The report identifies three companies with the largest proposed repurchase amounts: Jinkai New Energy (5-6 billion yuan), Century Huatong (3-6 billion yuan), and Jintian Co., Ltd. (2-4 billion yuan) [11][20] - In January, the Hong Kong stock market saw a repurchase amount of approximately 12.83 billion Hong Kong dollars, a decrease of 41% from December, with Tencent Holdings, Xiaomi Group-W, and Sunny Optical Technology being the top three companies by repurchase amount [26][20] Group 3 - The report lists companies that have announced new repurchase and increase plans in January, providing insights into their fundamentals, current valuations, and the proportion of repurchase/increase amounts [31][32] - It also tracks new dividend commitments from listed companies, with a notable commitment from Yanghe Brewery to distribute no less than 100% of the net profit attributable to shareholders as cash dividends for the years 2025-2027 [34][33]

（文章来源：证券日报） 证券日报网讯 2月4日，金田股份在互动平台回答投资者提问时表示，公司聚焦国际化战略目标，不断 提升海外业务规模和国际品牌影响力，目前越南扩产项目持续扩大业务合作，新建泰国生产基地建设进 展顺利；公司深化高端行业、新兴领域产品应用，截至2025年末，新能源汽车高压扁线占比提升至 47%，芯片半导体领域铜材销量超4万吨，其中算力散热领域超1.4万吨，同比增速近60%，持续扩大市 场占有率；同时公司抢抓绿色低碳发展契机，进一步加强再生铜领域的技术储备和业务合作，助力公司 综合盈利水平的持续提升。 ...

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Insights - The company is expected to achieve a net profit of 7.0 to 8.0 billion yuan in 2025, representing a year-on-year growth of 51.50% to 73.14% [6] - The company has initiated a share buyback program, reflecting confidence in long-term development and steady optimization of its capital structure [6] - The company's high-end copper-based materials are rapidly gaining traction in the overseas market for computing heat dissipation, with significant sales growth [6] - The fluctuation of copper prices has a limited impact on the company's profitability due to its pricing model based on processing fees rather than copper prices [6] - The company is actively exploring "aluminum replacing copper" strategies to optimize its profit structure and enhance its ability to hedge against copper price volatility [6] Financial Data and Profit Forecast - Total revenue is projected to grow from 110.5 billion yuan in 2023 to 153.6 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 7.1% [5][8] - The net profit attributable to shareholders is expected to increase from 527 million yuan in 2023 to 1.186 billion yuan in 2027, with a peak growth rate of 53.9% in 2025 [5][8] - Earnings per share (EPS) are forecasted to rise from 0.30 yuan in 2023 to 0.80 yuan in 2027 [5][8] - The company's gross margin is anticipated to improve gradually from 2.3% in 2023 to 2.9% in 2027 [8] - The return on equity (ROE) is expected to increase from 6.4% in 2023 to 10.3% in 2027 [5][8]

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its stock performance in the near term [6]. Core Insights - The company is expected to achieve a net profit of 7.0 to 8.0 billion yuan in 2025, representing a year-on-year growth of 51.50% to 73.14% [6]. - The implementation of share buybacks reflects the company's confidence in its long-term development and is part of a strategy to optimize its capital structure [6]. - The company's high-end copper-based materials are rapidly gaining traction in the overseas market, particularly in the computing cooling sector, with a significant increase in sales [6]. - The pricing model for the company's products is based on "copper price + processing fee," which mitigates the impact of copper price fluctuations on profitability [6]. - The company is actively pursuing "aluminum replacing copper" strategies to enhance its profit margins and counteract copper price volatility [6]. Financial Data and Profit Forecast - Total revenue is projected to grow from 110.5 billion yuan in 2023 to 153.6 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 7.1% [5][8]. - The net profit for 2023 is estimated at 527 million yuan, with projections of 711 million yuan in 2025 and 1.186 billion yuan in 2027, reflecting significant growth rates of 53.9% and 18.7% respectively [5][8]. - Earnings per share (EPS) are expected to increase from 0.30 yuan in 2023 to 0.80 yuan in 2027 [5][8]. - The company's gross margin is anticipated to improve gradually from 2.3% in 2023 to 2.9% in 2027 [5][8]. - Return on equity (ROE) is projected to rise from 6.4% in 2023 to 10.3% in 2027, indicating enhanced profitability [5][8].

格隆汇2月4日丨金田股份(601609.SH)在投资者互动平台表示，公司聚焦国际化战略目标，不断提升海 外业务规模和国际品牌影响力，目前越南扩产项目持续扩大业务合作，新建泰国生产基地建设进展顺 利；公司深化高端行业、新兴领域产品应用，截至2025年末，新能源汽车高压扁线占比提升至47%，芯 片半导体领域铜材销量超4万吨，其中算力散热领域超1.4万吨，同比增速近60%，持续扩大市场占有 率；同时公司抢抓绿色低碳发展契机，进一步加强再生铜领域的技术储备和业务合作，助力公司综合盈 利水平的持续提升。 ...

| 证券代码：601609 | 证券简称：金田股份 公告编号：2026-010 | | --- | --- | | 债券代码：113046 | 债券简称：金田转债 | 宁波金田铜业（集团）股份有限公司 关于以集中竞价交易方式首次回购公司股份的公告 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。 二、 回购股份的进展情况 1 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关 法律、法规及规范性文件的规定，现将首次回购股份的情况公告如下： 2026 年 2 月 3 日，公司通过集中竞价交易方式首次回购股份 850,000 股，占 公司目前总股本的比例为 0.05%，成交的最高价格为 11.64 元/股，成交的最低价 格为 11.30 元/股，支付的资金总额为 9,705,797 元（不含交易费用）。 上述回购符合相关法律法规的规定及公司既定的回购股份方案。 三、 其他事项 重要内容提示： | 回购方案首次披露日 | 2026/1/30 | | | | | | | | --- | --- | --- | --- ...