根据交易对方提供的资料初步判断，标的公司2024年度营业收入占上市公司营业收入的比例高于 50%，本次交易预计达到《重组管理办法》规定的重大资产重组标准，预计构成上市公司重大资产重 组。 中国经济网北京1月26日讯 永杰新材(603271.SH)今日开盘一字涨停，截至收盘报47.14元，涨幅 10.01%。 昨日晚间，永杰新材发布关于签署战略合作协议的公告。永杰新材与奥科宁克本着自愿平等、互利 共赢的原则，于2026年1月23日签订了《战略合作协议》。本协议为双方战略合作的指导性文件，不涉 及具体金额，无需提交公司董事会或股东会审议。本协议的签订不会对公司本年度经营业绩产生影响， 也不存在损害公司及全体股东利益的情形。 昨日晚间，永杰新材发布的重大资产购买预案显示，永杰新材以支付现金方式购买奥科宁克中国持 有的奥科宁克秦皇岛100%股权和奥科宁克昆山95%股权。 本次交易初步拟定的价格，总对价为以下各项金额的合计数：等值于90,900,000美元的人民币金额 （按协议约定的交割日适用汇率折算），作为受让奥科宁克昆山95%股权的对价；等值于88,900,000美 元的人民币金额（按协议约定的交割日适用汇率折算） ...

转自：贝壳财经 新京报贝壳财经讯 1月25日晚间，永杰新材发布公告称，公司筹划以现金支付方式收购奥科宁克持有的 奥科宁克（秦皇岛）铝业有限公司（简称"奥科宁克秦皇岛"）100%股权及奥科宁克（昆山）铝业有限 公司（简称"奥科宁克昆山"）95%股权，本次交易预计构成重大资产重组，不构成关联交易及重组上 市。本次交易对价已初步拟定，分别为等值9090万美元的人民币金额和等值8890万美元的人民币金额， 上述金额均按协议约定交割日适用汇率折算。 ...

Group 1 - The company Yongjie New Materials announced a major asset acquisition plan to purchase 100% equity of Aconic (Qinhuangdao) Aluminum Co., Ltd. and 95% equity of Aconic (Kunshan) Aluminum Co., Ltd. from Aconic (China) Investment Co., Ltd. The transaction is expected to constitute a significant asset restructuring and does not involve related party transactions or restructuring listings [1] - The preliminary transaction price for acquiring 95% equity of Aconic Kunshan is approximately $90.9 million, while the price for 100% equity of Aconic Qinhuangdao is approximately $88.9 million, with amounts converted based on the exchange rate on the delivery date as per the agreement [1] - The funding for this transaction will come from the company's own funds and self-raised funds, with the audit and evaluation of the target assets still pending as of the signing date of the proposal [1] Group 2 - Yongjie New Materials specializes in the research, production, and sales of aluminum plates, strips, and foils, with applications in lithium batteries, electronics, and vehicle lightweighting. The acquisition target's main business aligns closely with the company's operations, enhancing its capacity and industry position [2] - Aconic Qinhuangdao focuses on the research and production of aluminum plates and strips, while Aconic Kunshan specializes in high-end thermal management brazing materials for automotive and diversified industrial markets. Both companies have been operating in China for over 20 years, inheriting Aconic's core processes and quality control systems [2] - The completion of the transaction is expected to improve the company's production capacity and product structure, leveraging the target's technology and customer resources for synergistic development, addressing issues related to global layout planning and enhancing profitability [2] Group 3 - On the same evening, Yongjie New Materials announced a strategic cooperation agreement with Aconic, aiming to collaborate in supply chain, technology research and development, capital synergy, market expansion, and talent cultivation to advance high-performance aluminum alloy new materials in emerging industries such as renewable energy and artificial intelligence [3]

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 1月26日，国际金银价不断创出历史新高，A股市场有色金属股集体走强。其中，新威凌、晓程科技涨 超17%，钒钛股份、铜陵有色、白银有色、金徽股份、湖南黄金、永杰新材、招金黄金、兴业银锡、威 领股份、恒邦股份、盛达资源、四川黄金、豫光金铅、湖南白银、锌业股份10CM涨停。 国际金银价格今日加速上涨，现货黄金一度突破5080美元/盎司至5085.65美元历史新高位，现货白银一 度升破108美元/盎司，亦创历史新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920634 | 新威凌 | | 17.65 | 21.56亿 | 39.21 | | 300139 | 晓程科技 | | 17.70 | 142亿 | 70.88 | | 000629 | 钢钛股份 | | 10.13 | 394 Z | 36.77 | | 000630 | 铜陵有色 | 1 | 10.06 | 1012亿 | 25.62 | | 601212 | 白银有色 | 1 | ...

Market Overview - The A-share market opened higher on January 26, with the Shanghai Composite Index up 0.41%, the Shenzhen Component Index up 0.05%, and the ChiNext Index down 0.36% [1] - The Hong Kong market saw the Hang Seng Technology Index drop over 1%, with companies like Xiaopeng Motors, Kuaishou, and Bilibili falling more than 3% [1] Precious Metals Sector - The precious metals sector continued its strong performance, with stocks like Hunan Gold and Shengda Resources hitting the daily limit, and Yuguang Gold Lead achieving two consecutive limits [3] - Key stocks in the precious metals sector included: - Hunan Gold: 10.02% increase - Shengda Resources: 10.01% increase - Yuguang Gold Lead: 9.98% increase [4] Basic Metals Sector - The basic metals sector also saw gains, with New Weiling rising over 14% and several other stocks like Yongjie New Materials and Xingye Silver Tin hitting the daily limit [5] - Notable performances included: - New Weiling: 14.44% increase - Yongjie New Materials: 10.01% increase - Xingye Silver Tin: 9.80% increase [6] Solar Energy Sector - The solar energy sector opened significantly higher, with stocks like Oputai rising over 25% and Dongfang Risen achieving a 20% limit [9] - Key stocks in the solar sector included: - Oputai: 25.86% increase - Dongfang Risen: 19.99% increase - Tuo Ri New Energy: 10.07% increase [10] News Impact - Spot gold prices broke through $5080 per ounce, reaching a new high, while the Shanghai Futures Exchange silver contract hit a limit, currently priced at 27,634 yuan per kilogram, up 14.55% [7] - Elon Musk announced at the Davos Forum that SpaceX and Tesla plan to build a total of 200GW of solar capacity in the U.S. over the next three years, with each company contributing 100GW [11]

三、先导智能：2025年度业绩预告 无锡先导智能装备股份有限公司发布2025年度业绩预告，预计2025年归属于上市公司股东的净利润盈利 150000万元到180000万元，较上年同期增长424.29%到529.15%；扣除非经常性损益后的净利润盈利 148000万元到178000万元，同比增长310.83%到394.11%。业绩增长源于全球动力电池市场回暖、储能 需求强劲，公司订单回升交付提速，同时强化研发创新巩固优势，降本增效提升运营效率，经营现金流 回款改善。本次预告为初步测算，未与会计师事务所预沟通，未经审计，具体数据以最终审计结果及年 度报告为准。 四、洛阳钼业：收购金矿项目完成交割 洛阳栾川钼业集团股份有限公司此前披露通过控股子公司收购加拿大上市公司旗下Aurizona金矿、RDM 金矿、Bahia综合矿区100%权益。鉴于协议约定的先决条件已全部实现或豁免，本次收购已于2026年1 月23日完成交割。本次收购的金矿资产黄金资源量501.3万盎司，黄金储量387.3万盎司，基础设施完 善，选矿工艺成熟，盈利能力较强，收购完成即可为公司贡献产量和利润，2026年黄金预计年化产量6- 8吨，将助力公司实 ...

（一）审议通过《关于本次交易符合相关法律法规的议案》 公司筹划以支付现金方式购买奥科宁克（中国）投资有限公司（以下简称"奥科宁克中国"）持有的奥科 宁克（秦皇岛）铝业有限公司（以下简称"奥科宁克秦皇岛"）100%股权与奥科宁克（昆山）铝业有限 公司（以下简称"奥科宁克昆山"）95%股权（以下简称"本次交易"，奥科宁克秦皇岛与奥科宁克昆山合 并称为"标的公司"）。 根据《中华人民共和国公司法》《中华人民共和国证券法》以及《上市公司重大资产重组管理办法》 （以下简称"《重组管理办法》"）等法律、法规及规范性文件的规定，结合公司实际情况及相关事项进 行论证后，董事会认为公司符合实施本次交易的各项要求及条件。 表决结果：7票同意，0票弃权，0票反对。 | □获取投资收益 ···· | | | | | --- | --- | --- | --- | | 交易目的 | V套期保值(含约类别;V商品;V外汇+□共信:___ ) | | | | □真他花 | | | | | 在前前 | HE I 23 = 1 23 = 2026 = 12 = 31 日 | | | | 刷货圈权业务交易 | 分可(含中级十公司,下面(生产经贸 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603271 证券简称：永杰新材 公告编号：2026-004 永杰新材料股份有限公司 第五届董事会第十六次会议决议公告 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、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 永杰新材料股份有限公司（以下简称"公司"）第五届董事会第十六次会议于2026年1月23日以现场和通 讯相结合的方式在公司会议室召开，会议通知于2026年1月20日通过通讯方式送达全体董事。本次会议 由董事长沈建国召集并主持，会议应出席董事7人，实际出席董事7人，公司高级管理人员列席了会议。 本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律、法规和《永杰新材料股份有 限公司章程》（以下简称"《公司章程》"）的有关规定。 二、董事会会议审议情况 经与会董事审议，并对议案进行了投票表决，通过了以下决议： （一） 审议通过《关于本次交易符合相关法律法规的议案》 公司筹划以支付现金方式购买奥科宁克（中国）投资有限公司（以下简称"奥科宁克中国"）持有的奥科 宁克（秦皇岛） ...

永杰新材1月25日晚同步公告，公司拟以支付现金方式购买奥科宁克中国持有的奥科宁克秦皇岛100%股 权和奥科宁克昆山95%股权。截至预案签署日，本次交易相关的审计、评估工作尚未完成。 奥科宁克秦皇岛主要产品包括铝罐体料、锂电池用料、车身板及其他商用运输和工业用铝板，奥科宁克 昆山的主要产品为面向汽车及多元化工业终端市场的高端热管理材料——钎焊料。 永杰新材（603271）1月25日晚公告，公司与Arconic Corporation(下称"奥科宁克")于2026年1月23日签署 了《战略合作协议》。通过整合各自优势资源，双方拟在供应链、技术研发、资本协同、市场开拓与人 才培养等领域探索广泛而深入的合作。 奥科宁克总部位于美国宾夕法尼亚州匹兹堡市。奥科宁克源自拥有百年历史的美国铝业公司，系美国铝 业分拆后的美国上市公司，目前已退市。奥科宁克在美国、加拿大、中国、德国、法国、英国、匈牙利 都设有工厂，拥有全球一流铝加工核心工艺和质量管控体系，尤其在航空航天领域技术突出——其研发 的高强度铝合金材料广泛应用于商用飞机结构件、航天器组件，服务于波音、空客等世界知名企业。 ...

Core Viewpoint - The A-share merger and acquisition (M&A) market is experiencing significant activity, with numerous companies announcing major asset restructuring plans, driven by supportive policies aimed at promoting industrial resource integration and enhancing new productivity development [2]. Group 1: Recent M&A Announcements - Hunan Gold announced a plan to acquire 100% equity of Huangjin Tianyue and 100% equity of Zhongnan Smelting through a share issuance, with the stock resuming trading on January 26 [2][4]. - Yongjie New Materials plans to purchase 100% equity of Aokening Qinhuangdao and 95% equity of Aokening Kunshan for a cash consideration equivalent to approximately $1.8 billion [6][7]. - Nearly 20 A-share listed companies have disclosed M&A progress since January 15, including notable firms like Longyun Co., Mingyang Smart Energy, and others [2]. Group 2: Details of Hunan Gold's Acquisition - The acquisition involves integrating mining resources and smelting operations, which is expected to enhance resource reserves and profitability [5]. - Hunan Gold anticipates a net profit of 1.27 billion to 1.608 billion yuan for 2025, representing a year-on-year increase of 50% to 90%, primarily due to rising sales prices of gold, antimony, and tungsten products [5]. Group 3: Details of Yongjie New Materials' Acquisition - The acquisition is expected to significantly increase Yongjie New Materials' production capacity and scale effects, as the target companies operate in the same industry [7]. - The preliminary total consideration for the acquisition is set at approximately $1.8 billion, with specific amounts allocated for each target company [6]. Group 4: Other M&A Activities - Other companies such as Longyun Co. and Mingyang Smart Energy are also involved in significant M&A activities, indicating a broader trend of consolidation in various sectors [2][3]. - The M&A activities are seen as a strategic move to enhance competitive positioning and operational efficiency within the respective industries [2].