Core Viewpoint - Yongjie New Materials has signed a strategic cooperation agreement with Arconic Corporation to collaborate globally in supply chain, technology research and development, capital synergy, market expansion, and talent cultivation, effective January 23, 2026. The agreement is a framework document and does not involve specific financial amounts, thus having no impact on the company's performance for the current year [2]. Group 1 - The strategic cooperation agreement aims to enhance collaboration in various fields including supply chain and technology [2]. - The agreement is described as a framework document, indicating it outlines general terms rather than specific commitments [2]. - There is no immediate financial impact on Yongjie New Materials' performance for the current fiscal year as a result of this agreement [2].

Group 1 - The company Yongjie New Materials announced plans to engage in aluminum product hedging business starting in 2026, with a maximum position size of 20,000 tons per trading day [2] - The margin for the hedging business will not exceed 50 million yuan, and the maximum contract value is capped at 500 million yuan [2] - Concurrently, the company will conduct forward foreign exchange settlement and sales, with a foreign currency amount not exceeding 60 million US dollars, both businesses are set to expire on December 31, 2026, and will be funded entirely from the company's own funds [2]

本报记者 冯思婕 见习记者 王楠 1月25日晚间，永杰新材料股份有限公司（以下简称"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（中国）投资有限公司（以下简称"奥科宁克"）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%股权及奥科宁克（昆山）铝业有限公司（以下简称"奥科宁克昆 山"）95%股权，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。 公告显示，本次交易对价已初步拟定，其中受让奥科宁克昆山95%股权的对价为等值9090万美元的人民 币金额，受让奥科宁克秦皇岛100%股权的对价为等值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。 除上述股权对价外，本次交易总对价还包含贷款偿还金额、出售方享有的福特收益份额，具体金额将待 后续审计、评估完成后确认。本次交易的资金来源为公司自有资金及自筹资金。 截至本预案签署日，标的资产的审计、评估或估值工作尚未完成。标的资产经审计的财务数据、评估或 估值结果及相关内容将在重组报告书中予以披露。 资料显示，永杰新材主营铝板带箔的研发、生产与销售，产品应用于锂电池、电子电器、车辆轻量化等 领域。目前公 ...

Group 1 - Yongjie New Materials plans to acquire 100% equity of Aokening Qinhuangdao and 95% equity of Aokening Kunshan, which is expected to constitute a major asset restructuring [3] - Huadong Heavy Machine received a bid notification from India's Adani Group and signed contracts for several domestic intelligent port loading and unloading equipment projects, with a total amount of approximately 1.25 billion RMB [11] - Sitwei forecasts a net profit of 976 million to 1.031 billion RMB for 2025, representing a year-on-year increase of 149% to 162%, driven by increased smartphone collaborations and product innovations [12] Group 2 - XianDao Intelligent expects a net profit of 1.5 billion to 1.8 billion RMB for 2025, reflecting a growth of 424.29% to 529.15%, supported by a recovery in the global power battery market and increased order volumes [13] - Zhongwei Semiconductor anticipates a net profit of approximately 284 million RMB for 2025, a year-on-year increase of about 107.55%, due to new product launches and increased market share in the 32-bit MCU segment [14] - Zhongchong Co. plans to repurchase shares worth 100 million to 200 million RMB, with a maximum repurchase price of 78.00 RMB per share, potentially acquiring about 2.56 million shares, representing 0.84% of the total share capital [15]

重大资产重组预案发布。 永杰新材（603271）1月25日晚间公告称，公司拟以支付现金方式购买奥科宁克（中国）投资有限公司 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%股权和奥科宁克（昆山）铝 业有限公司（简称"奥科宁克昆山"）95%股权（合称"标的公司"）。 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。 公告称，上市公司专业从事铝板带箔的研发、生产与销售，产品主要应用于锂电池、电子电器、车辆轻 量化和新型建材等下游产品或领域。上市公司坚持高端、智能与绿色的高质量发展思路，通过高端产品 的不断推出，智能化、绿色化生产过程的不断升级，有效促进了公司经营规模的提升、抗风险能力和持 续经营能力的增强。高端化方面，目前公司已涉足锂电池电芯基础材料、电子电器阳极氧化料、热管理 材料等领域的高端产品。本次交易标的所处行业、主营业务与上市公司相同，本次交易完成后，上市公 司产能将得到快速、显著的提升，规模效应将显著增加。标的公司前身均为美国铝业在华核心制造基 ...

重大资产重组预案发布。 永杰新材（603271）1月25日晚间公告称，公司拟以支付现金方式购买奥科宁克（中国）投资有限公司 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%股权和奥科宁克（昆山）铝 业有限公司（简称"奥科宁克昆山"）95%股权（合称"标的公司"）。 综合自：公司公告 责编：李丹 校对：苏焕文 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 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。 公告称，上市公司专业从事铝板带箔的研发、生产与销售，产品主要应用于锂电池、电子电器、车辆轻 量化和新型建材等下游产品或领域。上市公司坚持高端、智能与绿色的高质量发展思路，通过高端产品 的不断推出，智能化、绿色化生产过程的不断升级，有效促进了公司经营规模的提升、抗风险能力和持 续经营能力的增强。高端化方面，目前公司已涉足锂电池电芯基础材料、电子电器阳极氧化料、热管理 材料等领域的 ...

Core Viewpoint - Yongjie New Materials plans to acquire two assets from Aokeningke, which is expected to constitute a major asset restructuring [1][10]. Group 1: Acquisition Details - Yongjie New Materials intends to purchase 100% equity of Aokeningke (Qinhuangdao) Aluminum Co., Ltd. and 95% equity of Aokeningke (Kunshan) Aluminum Co., Ltd. [3][12]. - The total preliminary transaction price is estimated to exceed 1.2 billion RMB, equivalent to approximately 18 million USD, based on the exchange rate of 1 USD to 6.9929 RMB [3][12]. - The company will finance the transaction through its own and self-raised funds, with a cash balance of 678 million RMB as of the end of Q3 2025 [3][12]. Group 2: Strategic Cooperation - A strategic cooperation agreement has been signed between Yongjie New Materials and Aokeningke, focusing on global supply chain and capacity synergy, forward-looking technology cooperation, strategic capital collaboration, global market cooperation, and talent exchange and training [5][13]. - The collaboration aims to accelerate the research and application of high-performance aluminum alloy new materials in advanced fields, positively impacting industries such as new energy, high-end equipment, artificial intelligence, and robotics [5][13]. Group 3: Financial Performance and Risks - Aokeningke (Qinhuangdao) is projected to incur net losses of 94.35 million RMB in 2024, with a slight profit of 8.37 million RMB in 2025, while Aokeningke (Kunshan) is expected to generate profits of 88.66 million RMB in 2024 and 87.49 million RMB in 2025 [6][14]. - The financial indicators for Aokeningke (Qinhuangdao) show total assets of approximately 2.42 billion RMB and total liabilities of about 640 million RMB by the end of 2025 [7][15].

【导读】永杰新材拟收购奥科宁克两项资产，预计构成重大资产重组 中国基金报记者 闻言 1月25日晚间，永杰新材发布的重大资产购买预案显示，公司拟以支付现金的方式，购买奥科宁克（中 国）投资有限公司的两项资产，预计构成重大资产重组。 同日晚间，永杰新材发布公告称，公司已经与奥科宁克签订《战略合作协议》。奥科宁克是全球领先的 铝板、铝型材及创新建筑产品供应商，尤其在航空航天领域技术突出。 1月23日收盘，永杰新材股价报42.85元/股，涨幅达2.12%，总市值为84.29亿元。 永杰新材㊣ s [7 解答 603271 歐 注 L ▼ 今开 42.07 最高 42.93 最低 42.03 42.85 1.14亿 2.12% 0.89 换手☺ 6.82% 总手 26854 金额 总值⊙84.29亿 流值 16.87亿 市盈 0 20.49 童名 ◀) 年报预披露: 于2026-03-31披露2025年年报 分时 五日 日K 均线▼ MA5:42.16个 10:41.61个 20:41.65 ↓ | DK点 | | 前复权 44.75 <- 44.75 42.91 39.22 主力意愿 ▼ 解锁查看完整K线数据 546 ...

Core Viewpoint - Yongjie New Materials plans to acquire two assets from Aconic, which is expected to constitute a major asset restructuring [2][10]. Group 1: Acquisition Details - Yongjie New Materials intends to purchase 100% equity of Aconic (Qinhuangdao) Aluminum Co., Ltd. and 95% equity of Aconic (Kunshan) Aluminum Co., Ltd. [10] - The total preliminary transaction price is estimated to exceed 1.2 billion RMB, which includes loan repayment amounts and the value of the assets being acquired [14]. - The transaction price for the 95% equity of Aconic Kunshan is approximately 90.9 million USD, while the 100% equity of Aconic Qinhuangdao is about 88.9 million USD [11][12]. Group 2: Financial Position - As of the end of Q3 2025, Yongjie New Materials had a cash balance of 678 million RMB, indicating a need for self-funding and additional financing for the acquisition [14]. - The stock price of Yongjie New Materials was reported at 42.85 RMB per share, with a market capitalization of 8.429 billion RMB [6][7]. Group 3: Strategic Cooperation - A strategic cooperation agreement has been signed between Yongjie New Materials and Aconic, focusing on global supply chain collaboration, technological cooperation, and talent exchange [5][18]. - The collaboration aims to accelerate the research and application of high-performance aluminum alloy materials in advanced fields such as new energy and artificial intelligence [18]. Group 4: Performance Risks - There are performance risks associated with the acquired assets, as Aconic Qinhuangdao is projected to incur losses in 2024, with net profits of -94.35 million RMB, while Aconic Kunshan is expected to have net profits of 88.66 million RMB in the same year [19][21].

北京商报讯（记者 王蔓蕾）1月25日晚间，永杰新材（603271）披露重大资产购买预案，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。 预案显示，本次交易初步拟定的价格，总对价为等值于9090万美元的人民币金额（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8890万美元的人民币金额（按协议约 定的交割日适用汇率折算），作为受让奥科宁克秦皇岛100%股权的对价；贷款偿还金额；出售方享有 福特收益份额的合计数。 永杰新材表示，本次交易预计构成重大资产重组、不构成关联交易、不构成重组上市。交易标的与上市 公司具有较强的协同效应，二者的有效融合将有机会带来以劳动者、劳动资料、劳动对象及其优化组合 的跃升。一方面将显著提升公司整体创新能力，加速技术迭代与产品升级；另一方面将助力公司拓展以 战略性新兴产业、未来产业为核心的高质量客户群体，精准匹配新供给与新需求的市场趋势。 ...