2月25日，金徽股份大宗交易成交100万股，成交额1777万元，占当日总成交额的4.64%，成交价17.77 元，较市场收盘价18.04元折价1.5%。 | 交易日期 | | 证券代码 | 成交价(元) 成交金额[万元) 成交量( *) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 026-02-25 | 金徽股份 | 603132 | 100 17.77 | 1777 | 公司是香港经济 | 去筒音蒸劈致寄興 | | ка | ...

| 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 026-02-24 | 金徽股份 | 603132 | 1722 17.22 | 100 | 公司是香港经济 | 去筒音蒸劈致寄門 | | 190 | 2月24日，金徽股份大宗交易成交100万股，成交额1722万元，占当日总成交额的5.33%，成交价17.22 元，较市场收盘价17.48元折价1.49%。 ...

估值溢价过高，远超行业水平 财务状况 公司自身债务压力加剧 公司估值 标的公司福圣矿业截至2026年1月31日的股东权益账面价值仅990.90万元，而收购对价达2.1亿元，评估 溢价率高达2023.27%。相比同业，福圣矿业的吨金资源量收购价格为1.31亿元，达到山东黄金 （600547）同期收购价格的7倍，紫金矿业（601899）等巨头的收购案例也显示其溢价率显著偏离行业 常态。 公司项目推进 标的资产资源可靠性存疑 老圣沟金矿的资源量中推断级(333)和预测级(334)占比偏高，而探明级资源量缺失，其资源品位和连续 性存在较高不确定性。该矿自2014年6月起停产超11年，设备老化严重，需大规模重建，但具体投产周 期、投资规模尚未明确测算，业绩兑现周期可能较长。 经济观察网金徽股份（603132）(603132.SH)于2026年2月9日公告拟以2.1亿元现金收购徽县福圣矿业开 发有限公司100%股权，从而切入金矿开采领域。此次收购引发市场质疑，主要基于以下几点风险因 素： 行业与风险分析 主业增长乏力下的跨界风险 公司2025年第三季度归母净利润同比下滑30.26%，核心产品锌精矿价格下行对盈利形成压力。 ...

Group 1 - The core point of the article is that Jinwei Co., Ltd. reported a total of 33,844 shareholders as of February 10, 2026 [2]

| | | 2月12日，金徽股份大宗交易成交100万股，成交额1708万元，占当日总成交额的4.49%，成交价17.08元，较市场收盘价17.34元折价1.5%。 ...

金徽股份切入黄金领域，恰逢矿业行业结构调整与黄金市场景气度提升的双重机遇期。2026年初以来， 黄金作为避险资产的配置价值持续凸显，市场价格稳步上行。金投网数据显示，截至2月9日，现货黄金 报收5057.95美元/盎司。数据显示，工商银行如意金条价格达1146.88元/克。与此同时，国内金店零售 价格同步走高，周大福、周大生（002867）等品牌黄金售价达1560元/克，黄金消费与投资需求双重提 振，为金矿开采企业打开了广阔市场空间。 政策层面，有色金属行业正经历结构性调整，资源整合成为行业主旋律。现行有效的《中华人民共和国 矿产资源法》明确提出，加大对战略性矿产资源勘查、开采、贸易、储备等环节的支持力度，推动战略 性矿产资源增储量、提产能，推进产业优化升级，提升矿产资源安全保障水平。 在此政策导向下，具备资源优势与运营能力的企业通过并购整合扩大规模、丰富矿种布局，已成为行业 发展的主流趋势。 盘古智库（北京）信息咨询有限公司高级研究员余丰慧在接受《证券日报》记者采访时表示："黄金是 兼具商品属性与金融属性的特殊矿产，在复杂多变的经济环境下，其避险价值与抗通胀能力备受青睐。 加大黄金资源投资，是矿业公司应对行 ...

Group 1 - Xi Jinping emphasized the importance of technological self-reliance for building a modern socialist country during his visit to the National Innovation Park in Beijing, where he observed advancements in AI and robotics [1] - The Shanghai, Shenzhen, and Beijing stock exchanges announced a package of measures to optimize refinancing processes for high-quality listed companies, aiming to enhance refinancing efficiency [2] - The Ministry of Commerce plans to implement a vehicle trade-in program by 2026 to boost automotive consumption, alongside other reforms in the automotive circulation sector [3] Group 2 - Zhongke Shuguang announced plans to issue convertible bonds to raise up to 8 billion yuan for advanced computing cluster projects focused on AI [5] - Efort plans to acquire 100% of Shengpu shares, with stock resuming trading on February 10; Hainan Mining intends to acquire 69.9% of Fengrui Fluorine Industry shares, also resuming trading [6] - Jinhui shares announced a 210 million yuan acquisition of 100% of Fusheng Mining, which holds a gold mining license with an annual production capacity of 50,000 tons [6] Group 3 - Mengguli announced an investment of 929 million yuan to build a project for producing 30,000 tons of lithium-ion battery cathode materials annually [7] - Yuanjie Technology plans to invest 1.251 billion yuan in the second phase of a semiconductor chip and device R&D production base, focusing on high-speed optical chips [7] - Cuihua Jewelry is under investigation by the CSRC for suspected violations of information disclosure regulations [8] Group 4 - The transportation regulatory office conducted a meeting with Gaode Dache, highlighting issues such as inadequate management of partner ride-hailing platforms and improper emergency responses [13] - The U.S. stock market saw gains, with major indices rising, particularly Oracle, which increased by over 9% [14] - COMEX gold futures rose by 2.1% to $5084.2 per ounce, while silver futures increased by 8% to $83.05 per ounce [15]

Industry News - The Ministry of Transport's new regulatory meeting addressed issues with Gaode Taxi, highlighting management shortcomings and requiring immediate corrective actions to protect driver rights [41] - The Ministry of Commerce held a meeting with automotive companies to discuss strategies for enhancing automotive consumption, including the implementation of a vehicle trade-in program and industry management improvements by 2026 [41] - Apple plans to launch a new iPhone Flip model following the iPhone Fold, prompting Samsung Display to evaluate expanding OLED panel production capacity for Apple [41] - Rare earth product prices have increased, with praseodymium-neodymium oxide averaging 798,800 yuan/ton, up 41,300 yuan/ton; neodymium metal averaging 976,300 yuan/ton, up 61,900 yuan/ton; dysprosium oxide averaging 1,400,800 yuan/ton, up 16,500 yuan/ton; and terbium oxide averaging 6,214,300 yuan/ton, up 77,200 yuan/ton [41][42] Company News - Zhiguang Electric announced a contract for the sale of energy storage systems worth 1.004 billion yuan [43] - Zhejiang Longsheng reported a price increase of 5,000 yuan/ton for certain disperse dyes as of February 8 [43] - Source Technology plans to invest 1.251 billion yuan in the second phase of its optical communication semiconductor chip and device R&D production base [48] - Jinwei Co. intends to acquire 100% of Fusheng Mining for 210 million yuan, with the target company holding mining rights for a production scale of 50,000 tons/year [48]

重要内容提示： ● 金徽矿业股份有限公司（以下简称"公司"）以现金方式收购徽县福圣矿业开发有限公司（以下简 称"福圣矿业"）100%股权，收购对价为21,000.00万元，交易完成后，福圣矿业将成为公司全资子公 司，纳入公司合并报表范围。 证券代码：603132 证券简称：金徽股份 公告编号：2026-004 金徽矿业股份有限公司关于以现金方式收购股权的公告 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。 ● 本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 ● 本次交易无需提交公司董事会、股东会审议标准。 一、交易概述 为进一步扩大公司业务规模，增强公司核心竞争力，公司与柴小刚于2026年2月6日签署了《股权转让协 议》，以现金方式收购柴小刚持有的福圣矿业100%股权，交易对价为人民币21,000.00万元，资金来源 为公司自有资金。本次交易完成后，公司将持有福圣矿业100%股权。 本次交易未达到董事会、股东会审议标准，无需提交公司董事会、股东会审议。 二、交易对方的基本情况 柴小刚，男， ...

Group 1 - Jinwei Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million yuan, which will become a wholly-owned subsidiary and included in the consolidated financial statements [2] - Mengguli intends to invest 929 million yuan to build a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, expected to produce 5,000 tons of high-voltage cobalt acid lithium, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials [2] - Xiamen Tungsten plans to acquire 39% equity of Jiujiang Dadi Mining, which will help increase mineral resource reserves and improve raw material self-sufficiency [3] Group 2 - Andavil's subsidiary received EASA certification for its aviation kitchen plug-in products, marking compliance with European aviation safety standards [2] - CIMC Vehicles disclosed that the US ITC made a preliminary ruling on anti-subsidy and anti-dumping investigations regarding Van-Type Trailers, indicating potential damage to the US domestic industry [4] - Source Technology plans to invest approximately 1.251 billion yuan to build a second phase project for the R&D and production of optoelectronic communication semiconductor chips and devices [9] Group 3 - Zhongmin Energy intends to acquire 51% equity of Mintou Pumped Storage for 864 million yuan, with the transaction price based on asset evaluation [10] - Ningbo Yunsheng plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [11] - Wenkai Co., Ltd. won a bid for a landscape project worth 50.8162 million yuan [12] Group 4 - China Merchants Shekou achieved a signed sales amount of 7.674 billion yuan in January 2026 [16] - AVIC Optoelectronics reported a net profit of 2.124 billion yuan for 2025, a year-on-year decrease of 36.69% [17] - Tiankang Bio reported a sales revenue of 392 million yuan from pig sales in January 2026, with a month-on-month increase of 6.23% [18] Group 5 - Poly Developments reported a signed amount of 15.617 billion yuan in January 2026, a year-on-year decrease of 13.31% [19] - Chengtou Holdings reported a net profit of 290 million yuan for 2025, a year-on-year increase of 19.67% [20] - Qianjin Pharmaceutical reported a net profit of 288 million yuan for 2025, a year-on-year increase of 24.74% [21]