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晚间公告|1月27日这些公告有看头
Di Yi Cai Jing· 2026-01-27 10:23
Group 1 - Heng Rui Medicine's HRS-5346 tablet has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [2] - Yu Guang Jin Lead announced a significant stock price increase of 45.01% over five trading days, expressing uncertainty about the future price of silver [3] - Dongcai Technology's actual controller and vice chairman has been detained for investigation, but the company states that this will not significantly impact its normal operations [4] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [5] - Jingpin Special Equipment has been banned from participating in procurement activities for three years, but the impact on overall operations is considered limited [6] - Nanhua Futures' overseas subsidiary has obtained membership at the Nodal Exchange, allowing it to trade and clear related products [7] Group 3 - Di'er Laser is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy [8] - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss from the previous year due to market improvements [10] - Shen Nan Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by demand in AI computing and smart automotive sectors [11] Group 4 - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from the previous year's loss [12] - Nan Ya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to a recovery in the copper-clad laminate industry [13] - CanSino expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [14] Group 5 - Zhi Guang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a previous loss due to growth in its energy storage business [15] - Dongfang Securities expects a net profit increase of 67.8% in 2025, benefiting from capital market opportunities [17] - Jinlong Automobile forecasts a net profit increase of 193.68% in 2025, supported by growth in overseas markets [18] Group 6 - Zhen Lei Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits [19] - Yong Ding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, reflecting significant growth from investment income [20] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase year-on-year [21] Group 7 - Guo Dun Quantum expects a net profit of 5 million yuan in 2025, marking a return to profitability [22] - Shi Jia Photon forecasts a net profit increase of approximately 426% in 2025, driven by growth in optical chip orders [23] - Ningbo Fubang anticipates a net profit increase of 3099.59% to 4379.43% in 2025, largely due to rising silver prices and significant non-recurring gains [24] Group 8 - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share [26] - Aonong Biological announced plans for multiple shareholders to reduce their stakes [28] - Pizaihuang's controlling shareholder intends to increase its stake by 300 million to 500 million yuan [29]
傲农生物:外贸信托、厦门信托、北京雅温拟合计减持不超1%股份
Ge Long Hui· 2026-01-27 10:16
格隆汇1月27日丨傲农生物(603363.SH)公布,外贸信托、厦门信托、北京雅温计划自本公告披露之日起 15个交易日后的3个月内进行减持,其中外贸信托拟通过集中竞价方式减持公司股份数量不超过1566.6 万股;厦门信托拟通过集中竞价方式减持公司股份数量不超过554.33万股;北京雅温拟通过集中竞价方 式减持公司股份数量不超过482.03万股。三家减持主体通过集中竞价方式减持公司股份合计不超过公司 总股本的1%。 ...
傲农生物(603363.SH):外贸信托、厦门信托、北京雅温拟合计减持不超1%股份
Ge Long Hui A P P· 2026-01-27 10:04
格隆汇1月27日丨傲农生物(维权)(603363.SH)公布,外贸信托、厦门信托、北京雅温计划自本公告披 露之日起15个交易日后的3个月内进行减持,其中外贸信托拟通过集中竞价方式减持公司股份数量不超 过1566.6万股;厦门信托拟通过集中竞价方式减持公司股份数量不超过554.33万股;北京雅温拟通过集 中竞价方式减持公司股份数量不超过482.03万股。三家减持主体通过集中竞价方式减持公司股份合计不 超过公司总股本的1%。 ...
傲农生物(603363) - 福建傲农生物科技集团股份有限公司股东减持股份计划公告
2026-01-27 10:02
证券代码:603363 证券简称:傲农生物 公告编号:2026-005 福建傲农生物科技集团股份有限公司 股东减持股份计划公告 股东名称 厦门国际信托有限公司-厦门信托-傲创致和 1 号资 产服务信托 股东身份 控股股东、实控人及一致行动人 □是 √否 直接持股 5%以上股东 □是 √否 董事、监事和高级管理人员 □是 √否 其他:原 5%以上股东的一致行动人 持股数量 123,000,000股 持股比例 4.7254% 当前持股股份来源 其他方式取得:123,000,000股 本公司董事会、全体董事及相关股东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: 股东持股的基本情况 截至本公告披露日,股东中国对外经济贸易信托有限公司-外贸信托-玄武 13 号集合资金信托计划(以下简称"外贸信托")持有公司股份 65,000,000 股, 占公司总股本的 2.4972%,厦门国际信托有限公司-厦门信托-傲创致和 1 号资 产服务信托(以下简称"厦门信托")持有公司股份 123,000,000 股,占公司总 股本的 4.7254%,北京雅温春 ...
傲农生物:多名股东拟减持股份
Xin Lang Cai Jing· 2026-01-27 09:45
傲农生物公告,截至披露日,外贸信托持股6500万股,占2.4972%;厦门信托1.23亿股,占4.7254%;北 京雅温2000万股,占0.7684%。三方拟自15个交易日后至2026年5月25日,通过集中竞价分别减持不超 1566.6万股、554.33万股、482.03万股,比例合计不超公司总股本1%。 ...
福建傲农生物科技集团股份有限公司关于持股5%以上股东及其一致行动人部分股份被解除冻结、解除轮候冻结及司法冻结的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603363 证券简称:傲农生物 公告编号:2026-004 福建傲农生物科技集团股份有限公司 被解除冻结、解除轮候冻结及司法冻结的公告 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: ● 公司持股5%以上股东漳州傲农投资有限公司(以下简称"傲农投资")持有本公司股份总数为 214,608,016股,占公司总股本的8.24%。截至2026年1月23日,傲农投资被不存在被司法冻结和司法标 记的股份。 ● 傲农投资的一致行动人吴有林先生持有本公司股份总数为75,423,192股,占公司总股本的2.90%。截至 2026年1月23日,吴有林先生被司法冻结和司法标记的股份数累计为75,423,192股,占其所持股份数的 100%,占本公司总股本的2.90%。 ● 傲农投资的一致行动人漳州芗城百瑞投资合伙企业(有限合伙)(以下简称"百瑞投资")持有本公司 股份总数为34,719,710股,占公司总股本的1.33%。截至2026年1月23日,百瑞投资被司法标记的股 ...
傲农生物(603363) - 福建傲农生物科技集团股份有限公司关于持股5%以上股东及其一致行动人部分股份被解除冻结、解除轮候冻结及司法冻结的公告
2026-01-26 08:30
福建傲农生物科技集团股份有限公司 关于持股 5%以上股东及其一致行动人部分股份被解 除冻结、解除轮候冻结及司法冻结的公告 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: 公司持股 5%以上股东漳州傲农投资有限公司(以下简称"傲农投资")持 有本公司股份总数为 214,608,016 股,占公司总股本的 8.24%。截至 2026 年 1 月 23 日,傲农投资被不存在被司法冻结和司法标记的股份。 证券代码:603363 证券简称:傲农生物 公告编号:2026-004 傲农投资的一致行动人吴有林先生持有本公司股份总数为 75,423,192 股, 占公司总股本的 2.90%。截至 2026 年 1 月 23 日,吴有林先生被司法冻结和司法 标记的股份数累计为 75,423,192 股,占其所持股份数的 100%,占本公司总股本 的 2.90%。 福建傲农生物科技集团股份有限公司(以下简称"公司")于 2026 年 1 月 26 日获悉公司持股 5%以上股东傲农投资及其一致行动人吴有林先生、百瑞投资 持有的公司部分 ...
傲农生物:持股5%以上股东及其一致行动人部分股份解冻及冻结情况公告
Xin Lang Cai Jing· 2026-01-26 08:04
傲农生物公告称,截至2026年1月23日,持股5%以上股东傲农投资及其一致行动人合计持股328,255,547 股,占总股本12.61%,合计被司法冻结和司法标记股份94,542,902股,占其合计持股28.80%,占总股本 3.63%。近期,傲农投资解除冻结33,636,296股,吴有林解除冻结89,839,710股;傲农投资被司法冻结 8,015,000股,百瑞投资被司法冻结12,819,710股。后续其股份情况或有不确定性,该事项对公司经营无 重大影响。 ...
2025年白羽祖代更新量157万套,我国牛存栏已累计下降8.6%
Huaan Securities· 2026-01-25 07:45
Investment Rating - The report maintains a positive investment rating for the pig farming sector, recommending continued investment in this area due to low valuations and expected profitability [4]. Core Insights - The report highlights a rebound in pig prices to 13 CNY/kg, with self-breeding and self-raising operations achieving profitability for two consecutive weeks [4]. - The white feather breeding stock update for 2025 is projected at 1.5742 million sets, with a year-on-year increase of 4.9% [5]. - The pet food market in urban China is expected to reach 312.6 billion CNY in 2025, growing by 4.1% year-on-year [6]. Summary by Sections Pig Farming - Pig prices have rebounded to 13 CNY/kg, with a week-on-week increase of 0.7%. The average weight of pigs at slaughter has risen to 128.89 kg, with a decrease in the proportion of heavier pigs [4]. - The profitability of self-breeding and self-raising operations has reached 43.35 CNY per head, marking a significant recovery since December 2025 [4]. - The report forecasts a new wave of price declines post-Spring Festival, indicating potential capacity reduction in the pig farming industry [4]. Poultry Farming - The white feather breeding stock update for 2025 is 1.5742 million sets, with 55% from self-breeding and 45% from imports. The price of yellow feather chicken has increased by 2.6% week-on-week [5]. - The average price of chicken products is reported at 9,250 CNY/ton, with a slight year-on-year decrease of 0.5% [5]. Pet Industry - The urban pet market is projected to grow to 312.6 billion CNY in 2025, with dog and cat markets at 160.6 billion CNY and 152.0 billion CNY, respectively [6]. - The number of pet dogs and cats in urban areas is expected to reach 126.32 million, with a year-on-year growth of 1.8% [8]. - Pet food remains the primary consumption category, accounting for 53.7% of the market share, with a projected market size of approximately 167.9 billion CNY in 2025 [8].
突发!一上市猪企新增诉讼2.08亿,超6亿逾期担保暗藏风险
Xin Lang Cai Jing· 2026-01-25 01:22
Core Viewpoint - The company, Aonong Biological, has reported a significant increase in litigation and arbitration cases, totaling 149 cases with a monetary value of approximately 208 million yuan, which accounts for 8.10% of its latest audited net assets [1][2]. Summary of New Litigation and Arbitration Cases - The total amount involved in the new litigation and arbitration cases is approximately 208 million yuan, with the company as the plaintiff in cases amounting to 52.21 million yuan and as the defendant or third party in cases totaling about 156 million yuan [2]. - Of the ongoing litigation and arbitration cases, approximately 124 million yuan remains unresolved, while settled cases amount to 84.08 million yuan [2]. Details of Specific Cases - A notable case involves Aonong Biological as the plaintiff in a contract dispute with Hubei Huize Biological Technology Co., Ltd., filed on January 12, 2026, with potential recoverable amounts of around 25 million yuan if successful [3]. Additional Risks - The company faces additional risks related to guarantees, having paid 10.52 million yuan for obligations tied to a previously divested subsidiary, exceeding the estimated liability of 10.50 million yuan [4]. - As of October 2025, the total guarantee balance for the company and its subsidiaries reached 2.795 billion yuan, exceeding the company's net assets by 1.09 times, with overdue guarantees exceeding 600 million yuan [4]. Financial Performance - Aonong Biological has reported a turnaround in financial performance, achieving net profits of 218 million yuan, 361 million yuan, and 414 million yuan in the first three quarters of 2025, with year-on-year growth exceeding 150% [5]. - The company has shifted its focus from expansion to stable operations, leading to a significant reduction in pig output, which fell to 1.7507 million heads in 2025, marking the largest year-on-year decline among listed pig farming companies [5]. Strategic Direction - The company has established a strategic focus on "breaking through feed, optimizing pig farming, and developing food," aiming to concentrate on a feed-centric industrial structure [6]. - The successful launch of a slaughterhouse operated jointly with the Quanzhou Rural Revitalization Group marks a significant step in the company's food business development [7].