（文章来源：每日经济新闻） 从首次披露回购预案来看，华新水泥拟回购不超6450.0万元。 从回购实施进展来看，江瀚新材、湖南白银、中国交建回购金额最高，分别回购2.0亿元、9260.06万 元、8554.7万元。 每经AI快讯，Wind数据显示，10月9日，7家公司共发布8个股票回购相关进展。其中，1家公司首次披 露股票回购预案，5家公司披露股票回购实施进展，1家公司回购方案已实施完毕。 ...

Core Viewpoint - Jianghan New Materials announced the latest progress on its share repurchase plan, highlighting the company's commitment to enhancing shareholder value and aligning interests among stakeholders [1][2]. Repurchase Proposal and Plan - On May 16, 2025, the company's actual controller and chairman, Mr. Gan Shuguan, proposed a share repurchase plan to the board, aimed at maintaining investor interests and achieving value sharing [2]. - The plan was approved by the board on May 16, 2025, and by the annual general meeting on May 28, 2025 [2]. - The company intends to repurchase shares through centralized bidding, with a total repurchase fund of 200 million to 400 million yuan, at a price not exceeding 30 yuan per share [2]. - The implementation period for the repurchase is from May 29, 2025, to May 28, 2026 [2]. Repurchase Implementation Progress - The first repurchase was executed on June 9, 2025, and by the end of September 2025, the company had repurchased a total of 8.0346 million shares, representing 2.15% of the total share capital [3]. - The highest purchase price was 27.00 yuan per share, and the lowest was 23.22 yuan per share, with a total expenditure of 200 million yuan (excluding transaction fees) [3]. - As of September 2025, the company had repurchased 448,800 shares, accounting for 0.12% of the total share capital, with a total payment of 11.2511 million yuan (excluding transaction fees) [3]. Future Plans - The company will strictly adhere to relevant regulations regarding share repurchase and will make decisions based on market conditions during the repurchase period [4]. - The company commits to timely information disclosure regarding the progress of the share repurchase [4].

湖北江瀚新材料股份有限公司 证券代码：603281 证券简称：江瀚新材 公告编号：2025-052 一、回购股份的基本情况 基于对公司发展的认可和信心，为了维护投资者利益，实现公司价值共 享，加深公司、股东、员工的利益一致性，公司实际控制人、董事长甘书官 先生于 2025 年 5 月 16 日向公司董事会提议，建议公司回购股份。回购方案 分别于 2025 年 5 月 16 日和 2025 年 5 月 28 日经第二届董事会第十一次会 议和 2024 年年度股东大会审议通过。根据回购方案，公司拟以集中竞价交 易方式回购公司股份，拟回购资金总额为 2 亿元~4 亿元，用于减少注册资本 或将股份用于员工持股计划或者股权激励，回购价格不超过人民币 30 元/股 （含本数）。 2025 年 6 月 9 日，公司按照回购方案实施了首次回购，详见公司于 2025 年 6 月 10 日在上海证券交易所网站（www.sse.com.cn）上披露的《关于以 集中竞价交易方式首次回购股份的公告》。 2025 年 7 月 16 日，公司 2024 年年度权益分配实施完成。根据回购方 案，若公司在回购期内发生资本公积转增股本、派发股票 ...

湖北江瀚新材料股份有限公司 募集资金现金管理赎回公告 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。 近日，湖北江瀚新材料股份有限公司（以下简称"公司"）持有的三笔募集 资金现金管理产品到期。截至本公告披露之日，本金 4 亿元及收益已按期归还至 募集资金专户。现将相关情况公告如下： 一、募集资金现金管理概述 证券代码：603281 证券简称：江瀚新材 公告编号：2025-051 特此公告。 湖北江瀚新材料股份有限公司 董事会 2025 年 10 月 9 日 2 单位：万元 | 序号 | 类型 | 投入金额 | 收回本金 | 收益 | 备注 | | --- | --- | --- | --- | --- | --- | | 1 | 银行理财产品 | 3,000 | 3,000 | 11.74 | | | 2 | 银行理财产品 | 4,000 | 4,000 | 26.61 | | | 3 | 银行理财产品 | 3,060 | 3,060 | 23.49 | | 1 | 4 | 银行理财产品 | 2,940 | 2,940 | 6 ...

Investment Rating - The investment rating for Jianghan New Materials is "Buy" with a target price not specified [5] Core Views - The company experienced a slight decline in production and sales due to low industry sentiment, with a revenue of 945 million yuan in the first half of 2025, down 19.5% year-on-year [1] - The gross profit margin showed a recovery in the second quarter, indicating strong cost management capabilities [3] - The company is a leading global producer of functional silanes and is expanding into electronic-grade silicon-based materials, which may enhance its product offerings and market reach [4] Financial Performance - In the first half of 2025, the company achieved a gross profit of 264 million yuan, with a gross margin of 27.9%, down 5.9 percentage points year-on-year [3] - The second quarter of 2025 saw a revenue of 453 million yuan, a decrease of 22.85% year-on-year, but a net profit of 114 million yuan, which was a 17.79% increase quarter-on-quarter [1][3] - The average selling price of functional silanes decreased by 13.8% year-on-year to 16,400 yuan per ton in the first half of 2025 [2] Industry Context - The global macroeconomic environment has led to a significant decline in the export scale of the company's functional silane products, with a year-on-year decrease of approximately 20% [2] - The company’s domestic and overseas revenues in the first half of 2025 were 478 million yuan and 467 million yuan, respectively, reflecting a decline of 8.4% and 28.4% year-on-year [2] - The company is investing in new projects, including 10,000 tons of optical-grade silicon tetrachloride and 5,000 tons of electronic-grade ethyl silicate, expected to be operational by October 2027 [4]

湖北江瀚新材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公司 2025 年半年度报告，为便于广大投资者更全面深 入地了解公司 2025 年半年度经营成果和财务状况，公司计划于 2025 年 9 月 19 日 13:00-14:45 举行 2025 年半年度业绩说明会，就投资者 关心的问题进行交流。 证券代码：603281 证券简称：江瀚新材 公告编号：2025-050 湖北江瀚新材料股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 一、 说明会类型 会议召开时间：2025 年 9 月 19 日(星期五)13:00-14:45 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 12 日(星期五)至 9 月 18 日(星期 四)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司 ...

Core Viewpoint - Jianghan New Materials announced the election of Jian Yongqiang as the employee representative director of the company's second board of directors during the employee representative assembly scheduled for September 5, 2025 [2] Company Summary - Jianghan New Materials will hold an employee representative assembly on September 5, 2025 [2] - Jian Yongqiang has been nominated and approved to serve as the employee representative director [2]

证券代码：603281 证券简称：江瀚新材 公告编号：2025-049 湖北江瀚新材料股份有限公司 关于推选职工代表董事的公告 简永强先生简历详见附件。 特此公告。 湖北江瀚新材料股份有限公司 董事会 2025 年 9 月 9 日 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。 根据《中华人民共和国公司法》等法律、行政法规、规范性文件和《湖北江 瀚新材料股份有限公司章程》的规定，湖北江瀚新材料股份有限公司（以下简称 "公司"）于 2025 年 9 月 5 日召开职工代表大会，同意选举简永强为公司第二届 董事会职工代表董事。 根据上述决议，简永强先生由第二届董事会非职工代表董事变更为第二届董 事会职工代表董事，任期至第二届董事会届满之日止。 1 附件：简永强先生简历 简永强先生，1976 年出生，中国国籍，无境外居留权，本科学历；曾任江 汉精细化工厂职员，江汉有限质检部长、技术部长、生产部长、副总经理、常务 副总经理、董事；2020 年 12 月以来担任公司董事、常务副总经理。 简永强先生持有公司股份 5,991,731 股，与 ...

Core Viewpoint - Antibacterial glass is an emerging functional glass that not only retains the original functions and decorative effects of glass but also adds the ability to inhibit and kill pathogenic microorganisms, leading to increased demand across various sectors [1][7]. Market Overview - The market size of the antibacterial glass industry in China reached 1.16 billion yuan in 2018 and is projected to grow to 2 billion yuan by 2024, with a compound annual growth rate (CAGR) of 9.5% [1][8]. - In 2020, due to the pandemic, the market size in the medical field increased by 13.3% due to the strong antibacterial capabilities of the glass [1]. Industry Chain - The upstream of the antibacterial glass industry includes raw materials such as quartz sand, soda ash, and nano antibacterial agents, with quartz sand being the core raw material [6]. - The midstream involves the production and manufacturing of antibacterial glass, while the downstream includes application fields such as healthcare, food processing, and construction [6]. Product Characteristics - Antibacterial glass is categorized into different types based on antibacterial mechanisms, including silicon-silver coated, silicon-titanium coated, and silicon-fluorine coated antibacterial glass, each with unique properties [4][5]. Competitive Landscape - The antibacterial glass industry is primarily dominated by foreign companies, with significant market share held by firms like Corning in the U.S. However, domestic companies are gradually increasing their market share through technological advancements [8]. Development Trends - Market demand for antibacterial glass is expected to continue growing, particularly in healthcare, food packaging, and construction sectors, driven by increasing consumer health awareness [10]. - Companies in the antibacterial glass industry are focusing on green and sustainable development, emphasizing the use of eco-friendly materials and reducing energy consumption [11]. - There is a need for companies to explore international markets, especially in Southeast Asia and the Middle East, where there is a rising demand for antibacterial glass products due to public health upgrades and infrastructure development [12].

Core Insights - On September 1, 2023, brokerage firms provided target prices for listed companies, with significant increases noted for Zhuhai Gree, Anhui Energy, and Fulian Precision, showing target price increases of 54.55%, 42.86%, and 40.28% respectively, all within the battery and power sectors [1]. Group 1: Target Price Increases - Zhuhai Gree (688772) received a target price of 34.00 yuan, reflecting a 54.55% increase [2]. - Anhui Energy (000543) has a target price of 10.30 yuan, indicating a 42.86% increase [2]. - Fulian Precision (300432) was assigned a target price of 21.00 yuan, showing a 40.28% increase [2]. Group 2: Additional Companies with Notable Increases - Double Star New Materials (002585) has a target price of 7.80 yuan, with a 39.78% increase [3]. - Zhonglun New Materials (301565) received a target price of 33.00 yuan, reflecting a 38.36% increase [3]. - Jack Shares (603337) has a target price of 66.00 yuan, indicating a 37.47% increase [3]. Group 3: Brokerage Recommendations - A total of 39 listed companies received brokerage recommendations on September 1, 2023, with Double Star New Materials, China National Freight, and Postal Savings Bank each receiving one recommendation [3]. - Zhonglun New Materials was given a "Buy" rating in its first coverage by Citic Securities [3].