本报讯(记者吴奕萱见习记者王楠)1月30日，宁波金田铜业(集团)股份有限公司(以下简称"金田股份 （601609）")发布2025年度业绩预告，公司预计全年实现归母净利润7亿元至8亿元，同比增长51.50%至 73.14%；实现扣非归母净利润4.40亿元至5.28亿元，同比增长29.95%至55.94%。 对于业绩增长原因，金田股份在公告中表示，核心源于三大举措。一是公司持续推进"产品、客户双升 级"，深化新能源、高端装备等高附加值领域布局；二是海外市场拓展成效显著，销量与业务占比稳步 提升；三是数字化建设优化管理流程，经营效率与资产运营质量同步改善，带动产品毛利和整体盈利能 力提升。 此外，公司控股股东计划自1月30日起12个月内，以自有及自筹资金增持5000万元至1亿元公司股份，且 未设定价格区间。 同日，金田股份同步推出资本动作，计划在董事会审议通过回购方案后的12个月内(2026年1月27日至 2027年1月26日)，以自有资金及银行专项贷款回购A股股份，资金规模为2亿元至4亿元，回购价格上限 16.84元/股，用于可转债转换。 ...

1月29日晚间，国内"铜+稀土"巨头金田股份（601609.SH）一口气放出了"回购"、"增持"、"业绩预 告"三重利好组合拳。 上市公司自身大笔回购 据回购方案披露，基于对未来发展前景的信心和对公司价值的高度认可，为了维护广大投资者利益，增 强投资者信心，金田股份将在2026年1月27日至2027年1月26日期间以集中竞价交易的方式回购公司股 票，用于转换公司可转债。 本次回购金额不低于人民币20,000万元（含）且不超过人民币40,000万元（含），拟回购数量1,187.65- 2,375.30万股，占公司总股本的比例0.69-1.37%，回购价格不超过人民币16.84元/股（含），回购资金来 源自浦发银行提供的专项贷款及自有资金，其中专项贷款金额不超过人民币3.60亿元。 截至公告披露日，公司董事、高级管理人员、控股股东、实际控制人、持股5%以上股东在未来3个月、 未来6个月无明确减持公司股份的计划。 控股股东同步宣告增持，"1+1＞2" 一般来说，回购、增持行为普遍代表着基于对未来发展和上市公司价值向好预期，也是提升投资者回报 的有效措施，与前述两大利好一齐披露的"2025年度业绩预告"正是金田股份此 ...

Group 1 - The National Office will hold a press conference to introduce the mid-term evaluation results of the Yangtze River's ten-year fishing ban and the phased achievements over the past five years [1] - The Ministry of Transport will hold a press conference to discuss the economic operation of the transportation sector in 2025 [2] - The 2025 Technology Innovation Summit will focus on five cutting-edge tracks and address core issues in the industry, providing authoritative references for industrial upgrades, capital layout, and talent flow [3] Group 2 - A total of 9 companies will have their restricted shares unlocked today, with a total unlock volume of 170 million shares and a market value of 5.807 billion yuan [4] - Nine companies disclosed stock repurchase progress, with two companies announcing new repurchase plans exceeding 100 million yuan [5] - Six companies announced progress on private placements, with the highest fundraising plans from Tongfei Co., Beijing Lier, and Furong Technology, aiming to raise up to 1.2 billion yuan, 1.034 billion yuan, and 300 million yuan respectively [6]

Key Points - The company plans to repurchase shares with an amount not less than RMB 200 million and not exceeding RMB 400 million [2] - The funding sources for the repurchase include a special loan from Shanghai Pudong Development Bank and the company's own funds, with the loan amount not exceeding RMB 360 million [2][11] - The repurchased shares will be used for converting the company's convertible bonds [2][17] - The maximum repurchase price is set at RMB 16.84 per share, which is 150% of the average trading price over the last 30 trading days prior to the board's decision [2][10] - The repurchase will be conducted through centralized bidding and is expected to take place within 12 months from the board's approval [2][7] - There are no clear plans for share reduction from major shareholders in the next three to six months [2][14] Repurchase Plan Details - The purpose of the repurchase is to enhance investor confidence and reflect the company's belief in its future development [5] - The type of shares to be repurchased is the company's ordinary shares (A-shares) [6] - The implementation period for the repurchase is from January 27, 2026, to January 26, 2027 [7] - The total number of shares expected to be repurchased is approximately 23.75 million, accounting for about 1.37% of the company's total share capital [12] - The company will not repurchase shares during certain periods, such as when significant events that could affect stock prices occur [8] Financial Performance Forecast - The company expects to achieve a net profit attributable to shareholders of RMB 700 million to RMB 800 million for the year 2025, representing an increase of 51.50% to 73.14% compared to the previous year [32][33] - The expected net profit after deducting non-recurring gains and losses is projected to be between RMB 440 million and RMB 528 million, an increase of 29.95% to 55.94% year-on-year [32][33] - The growth in profit is attributed to the company's strategy of upgrading products and customers, expanding overseas markets, and improving operational efficiency through digitalization [37]

Group 1 - Silvercorp's revenue from gold and silver products accounts for a low proportion of total operating income [1] - ST Cube has repeatedly triggered abnormal stock trading fluctuations and is under suspension for verification [1] - Xizi Energy plans to invest 100 million yuan to establish an equity investment fund focusing on computing power, energy, AI, and embodied intelligence industries [1] Group 2 - ST Songfa has signed contracts for two 30.6 million ton VLCC super-large crude oil transport ships [1] - Jiangfeng Electronics intends to acquire control of Kaide Quartz for cash and will suspend trading from January 30 [1] - Jiangbolong expects a net profit growth of 150.66% to 210.82% year-on-year for 2025 [1] Group 3 - Hengyuan Coal Power plans to repurchase shares worth 200 million to 250 million yuan [1] - Jintian Co., Ltd. intends to increase its holdings by 50 million to 100 million yuan [1] - Beijing Lier plans to raise no more than 1.034 billion yuan through a private placement [1][2]

（编辑 袁冠琳） 证券日报网讯 1月29日，金田股份在互动平台回答投资者提问时表示，公司坚持深化"产品、客户双升 级"战略，攻克铜基材料高综合性能与特殊工况环境的技术瓶颈，陆续成功开发高导抗电弧、高导高 韧、耐高温翘曲、高耐磨高耐蚀、高纯无氧等高端铜基先进材料，以更好地满足战略新兴市场需求。公 司将密切关注和跟进商业航天领域市场的需求，进一步完善产品序列，提升产品竞争优势。 ...

Major Announcements - China Gold announced that its stock trading shows signs of market sentiment overheating, which may lead to a risk of short-term declines after significant price increases. The company's P/E ratio is 55.63, significantly higher than the industry median of 28.60 [1] - Zhaojin Mining stated that the prices of its gold and gold concentrate products are highly influenced by fluctuations in gold prices, which could significantly impact its operating performance if gold prices experience large swings [2] - Silver (Core Stock) Nonferrous reported that the revenue from its gold and silver products constitutes a low proportion of total operating income, with gold product sales accounting for 18.67% and silver product sales for 4.54% of total revenue [3] Company-Specific Risks - Hunan Silver (Core Stock) indicated that it has a relatively low amount of proven metal resources compared to industry peers, which poses a resource reserve risk. The company also faces risks from silver price fluctuations and has a low gross margin of 6.54% compared to mining companies [4] - TianShun Wind Energy decided to implement a long-term shutdown of six wholly-owned subsidiaries due to increasing market competition, aiming to optimize resource allocation and focus on core businesses like offshore wind power [5] - Qidi Environment expects a negative net asset value by the end of 2025, which may lead to a risk warning for its stock trading if the audited net assets are confirmed to be negative [6] Performance Forecasts - BlueFocus anticipates a net profit of 1.8 billion to 2.2 billion yuan for 2025, benefiting from growth in overseas business and improved credit management [12] - Shengyi Technology expects a net profit of 3.25 billion to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98% due to rising sales of copper-clad laminates [13] - Sichuan Gold forecasts a net profit of 420 million to 480 million yuan for 2025, up 69.23% to 93.4% year-on-year, driven by increased sales volume and rising gold prices [14] - Dongfang Communication predicts a net profit of approximately 360 million yuan for 2025, a year-on-year increase of about 138.5%, primarily due to significant investment gains from the disposal of financial assets [15] Other Notable Announcements - Yunnan Copper confirmed that its production and operations are normal, with no undisclosed significant matters, despite its stock experiencing a 20% price fluctuation [9] - Liou Co. reported that its operations are normal, with no undisclosed significant matters, and its stock has also seen a significant price fluctuation [10] - Guosheng Securities expects a net profit of 210 million to 280 million yuan for 2025, reflecting a year-on-year increase of 25.44% to 67.25% due to robust business development [29]

（编辑 丛可心） 证券日报网讯 1月29日，金田股份发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 70，000.00万元到80，000.00万元，与上年同期相比将增加23，795.74万元到33，795.74万元，同比增加 51.50%到73.14%。 ...

Group 1 - Jintian Co., Ltd. plans to increase its shareholding by an amount between 50 million to 100 million yuan [1] - Jinpu Garden expects a full-year loss of 260 million to 210 million yuan for 2025 [1] - Hebang Biotechnology's shareholder intends to reduce its holdings by no more than 2% of the repurchased shares [1] Group 2 - Shunbo Alloy has received an administrative regulatory decision from the Chongqing Securities Regulatory Bureau due to inaccurate financial disclosures [1] - Mars Man expects a loss of 370 million to 270 million yuan for 2025 [1] - Seli Medical anticipates a net loss of 160 million to 209 million yuan for the 2025 fiscal year [1] Group 3 - Hongchuan Wisdom expects a full-year loss of 475 million to 443 million yuan for 2025 [1] - Various convertible bonds are listed, including Haomei Convertible Bond which will not be forcibly redeemed [2] - New stocks from Meidel and other companies are set to be listed on the Beijing Stock Exchange and Shanghai Stock Exchange [1]

Group 1 - The company plans to repurchase shares through centralized bidding, with a total amount between 200 million and 400 million yuan, and a maximum repurchase price of 16.84 yuan per share, which is 38.15% higher than the current price of 12.19 yuan [1] - The company has seen a cumulative stock price increase of 12.87% this year [1] - The main business of the company includes non-ferrous metal processing, with revenue composition from copper wire (48.35%), copper and copper alloy products (41.61%), and rare earth permanent magnet products (1.04%) [1] Group 2 - As of January 20, the number of shareholders is 139,900, a decrease of 2.28%, while the average circulating shares per person increased by 2.33% to 12,353 shares [2] - For the period from January to September 2025, the company achieved operating revenue of 91.765 billion yuan, a slight decrease of 0.09%, while net profit attributable to shareholders increased by 104.37% to 588 million yuan [2] - The company has distributed a total of 930 million yuan in dividends since its A-share listing, with 465 million yuan distributed in the past three years [3]