证券日报网讯2月2日，金田股份（601609）发布公告称，截至2026年1月31日，公司暂未进行股份回 购，后续将根据市场情况择机实施本次回购计划。 ...

证券研究报告/策略研究 增持策略周报（20260126-20260201） 投资要点 ➢ 本周A股增持事件情况 2026年1月26日至2026年2月1日，共4家上市公司发布重要股东拟增持公告，具体情 况见表1。2026年1月26日至2026年2月1日，共8家上市公司发布管理层增持公告， 其中增持金额占总市值比例超过0.05%的公司情况具体见表2。综合增持、业绩增速 及行业基本面，重点关注金田股份、片仔癀、三诺生物： 1、 金田股份：控股股东拟增持+公司拟回购，彰显公司发展信心 公司于2026年1月29日盘后公告，公司控股股东宁波金田投资控股有限公司计划自 2026年1月30日起12个月内，增持金额不低于5,000万元，不超过10,000万元，拟增 持金额均值占总市值的比例为0.36%。 公司作为国内产业链最完整、品类最多的铜及铜合金材料龙头，同时深耕稀土永磁材 料，两大核心业务协同驱动。公司产品深度覆盖新能源汽车、清洁能源、芯片算力、 机器人等前沿科技领域；公司亦是国内再生铜利用量最大的企业之一，实现再生铜全 产业链闭环，满足全球客户绿色低碳发展要求。 2、 片仔癀：控股股东拟增持，彰显对公司长期价值信心 公 ...

每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 （记者 曾健辉） 每经AI快讯，金田股份2月2日晚间发布公告称，截至2026年1月31日，公司暂未进行股份回购，后续将 根据市场情况择机实施本次回购计划。 ...

每经AI快讯，金田股份2月2日晚间发布公告称，宁波金田铜业（集团）股份有限公司于2026年1月27日 召开第九届董事会第十二次会议，审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》。 现将公司2026年1月29日前十大无限售条件股东披露如下：宁波金田投资控股有限公司持约4.23亿股， 占比24.49%；楼国强持约3.22亿股，占比18.63%；楼国君持约5274万股，占比3.05%；宁波金田铜业 （集团）股份有限公司回购专用证券账户持约3928万股，占比2.27%；宁波金田铜业（集团）股份有限 公司－2025年员工持股计划持约3035万股，占比1.76%；楼城持约2845万股，占比1.65%；楼静静持 2825万股，占比1.63%；香港中央结算有限公司持约2340万股，占比1.35%；楼云持1800万股，占比 1.04%；楼国华持约1307万股，占比0.76%。前十大流通股东合计持股约9.79亿股，占比56.63%。 （记者 曾健辉） 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 ...

格隆汇2月2日丨金田股份(601609.SH)公布，截至2026年1月31日，公司暂未进行股份回购，后续将根据 市场情况择机实施本次回购计划。 ...

1 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： | 回购方案首次披露日 | 2026/1/30 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2026 1 27 年 月 26 | 年 | 月 | 日~2027 | 1 | 日 | | 预计回购金额 | 20,000万元~40,000万元 | | | | | | | 回购用途 | □减少注册资本 □用于员工持股计划或股权激励 √用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 0万股 | | | | | | | 累计已回购股数占总股本比例 | 0.00% | | | | | | | 累计已回购金额 | 0万元 | | | | | | | 实际回购价格区间 | 0.00元/股~0.00元/股 | | | | | | | 证券代码：601609 | 证券简称：金田股份 公告编号：2026-008 ...

| 证券代码：601609 | 证券简称：金田股份 | 公告编号：2026-009 | | --- | --- | --- | | 债券代码：113046 | 债券简称：金田转债 | | 特此公告。 | 序号 | 股东名称 | 持股数量（股） | 占总股本的 | | --- | --- | --- | --- | | | | | 比例（%） | | 1 | 宁波金田投资控股有限公司 | 423,284,500 | 24.49 | | 2 | 楼国强 | 322,115,500 | 18.63 | | 3 | 楼国君 | 52,738,000 | 3.05 | | 4 | 宁波金田铜业（集团）股份有 限公司回购专用证券账户 | 39,279,277 | 2.27 | | 5 | 宁波金田铜业（集团）股份有 限公司－2025年员工持股计划 | 30,348,000 | 1.76 | 一、前十大股东持股情况 1 | 6 | 楼城 | 28,450,093 | 1.65 | | --- | --- | --- | --- | | 7 | 楼静静 | 28,250,000 | 1.63 | | 8 | 香港中央结算有限 ...

Core Viewpoint - The company plans to repurchase shares with a total amount between RMB 200 million and RMB 400 million, primarily to convert its convertible bonds, using funds from a special loan and its own capital [2][6][13]. Group 1: Repurchase Plan Details - The repurchase amount will not exceed RMB 400 million and will be sourced from a special loan of up to RMB 360 million from Shanghai Pudong Development Bank and the company's own funds [2][13]. - The repurchase price will not exceed RMB 16.84 per share, which is 150% of the average trading price over the previous 30 trading days [2][11]. - The repurchase will be conducted through centralized bidding and is set to occur within 12 months from the board's approval date [2][9]. Group 2: Purpose and Impact - The purpose of the repurchase is to enhance investor confidence and reflect the company's belief in its future development [6]. - The repurchased shares will be used for converting the company's convertible bonds, and the company does not anticipate any significant impact on its financials or operations from this repurchase [15][20]. Group 3: Shareholder Plans - As of the announcement date, key shareholders, including directors and senior management, have no plans to reduce their holdings in the next three to six months [2][18]. - The controlling shareholder plans to increase their stake in the company within the next 12 months, with a total investment between RMB 50 million and RMB 100 million [16][18]. Group 4: Regulatory Compliance and Disclosure - The company will comply with all relevant regulations regarding share repurchase and will disclose information as required during the repurchase period [25]. - A special account for the share repurchase has been established with the China Securities Depository and Clearing Corporation [25].

Core Viewpoint - Ningbo Jintian Copper Industry (Group) Co., Ltd. plans to repurchase shares through centralized bidding, with a total amount between RMB 200 million and RMB 400 million, primarily to convert company convertible bonds [2][6]. Summary by Sections Repurchase Plan - The repurchase amount will not be less than RMB 200 million and not exceed RMB 400 million [2]. - The funding sources include a special loan from Shanghai Pudong Development Bank (not exceeding RMB 360 million) and the company's own funds [2][13]. - The repurchase price will not exceed RMB 16.84 per share, capped at 150% of the average trading price over the previous 30 trading days [2][12]. - The repurchase will occur within 12 months from the board's approval date, specifically from January 27, 2026, to January 26, 2027 [2][9]. Purpose and Use of Repurchased Shares - The purpose of the repurchase is to enhance investor confidence and protect their interests, reflecting the company's confidence in its future development [6]. - The repurchased shares will be used for converting the company's convertible bonds [6][17]. Implementation and Conditions - The repurchase will be conducted via centralized bidding [8]. - The company will not repurchase shares during specific periods that could significantly impact stock prices [10]. - The repurchase plan may be terminated early if the maximum funding is reached or if the board decides to terminate it [9]. Financial Impact - As of September 30, 2025, the company's total assets were approximately RMB 28.79 billion, with net assets of about RMB 10.18 billion [13]. - If the maximum repurchase amount is utilized, it would represent 1.39% of total assets, 3.93% of net assets, and 1.85% of current assets, indicating a low impact on the company's financials [13][14]. Shareholder Plans - Major shareholders, including the controlling shareholder, have no plans to reduce their holdings in the next three to six months [2][16]. - The controlling shareholder plans to increase their stake in the company within a specified range and timeframe [15][16]. Regulatory Compliance - The company has opened a dedicated account for the repurchase in compliance with regulations [23]. - The company will fulfill its information disclosure obligations throughout the repurchase period [23].

| 证券代码：601609 | 证券简称：金田股份 公告编号：2026-007 | | --- | --- | | 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回购公司股份的回购报告书 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 回购股份资金来源：上海浦东发展银行股份有限公司宁波分行（以下简称 "浦发银行"）提供的专项贷款及公司自有资金，其中该专项贷款金额不超过人 民币 3.60 亿元； ● 回购股份用途：用于转换公司可转债； ● 回购股份价格：不超过人民币 16.84 元/股（含），该回购价格上限不高 于董事会审议通过回购决议前 30 个交易日公司股票交易均价的 150%； ● 回购股份方式：集中竞价交易方式； ● 回购股份期限：自公司董事会审议通过回购股份方案之日起 12 个月内（即 2026 年 1 月 27 日至 2027 年 1 月 26 日）； ● 相关股东是否存在减持计划：经问询，截至本公告披露日，公司董事、高 级管理人员 ...