证券日报网讯 8月18日晚间，再升科技发布公告称，公司股票交易价格异常波动，经核查，控股股东及 实际控制人不存在影响公司股票交易价格异常波动的重大事项；不存在其他应披露而未披露的重大信 息，包括重大资产重组、股份发行、重大交易类事项等可能引起公司股票交易异常波动的其他重大事 项。 （编辑 何成浩） ...

2025年8月16日，最近因AI芯片基材玻纤概念迎来大涨的再升科技（603601.SH）发布公告，取消了原定于8月20日的2025年第三次临时股东会，召开通知将 另行公告。本次股东会原本为审议公司《关于公司现金收购迈科隆49%股权暨关联交易的议案》而举行。 南都N视频记者注意到，迈科隆属于再升科技的关联方，股东包括后者实际控制人郭茂的姐姐、好友，本次收购存在高溢价、标的股份被冻结等状况，并 且，还牵涉到两家公司七年前与原新三板挂牌企业"维艾普"的恩怨情仇。 溢价346%，业绩承诺面临关税风险 本次交易设置了业绩对赌条款。杨兴志承诺，迈科隆2025年、2026年、2027年营业收入分别不低于4.65亿元、5.6亿元、6.48亿元，三年累计营收不低于16.74 亿元；净利润分别不低于0.16亿元、0.27亿元、0.43亿元，累计不低于0.86亿元。若不达标，杨兴志须以现金或迈科隆股份进行补偿。 根据评估报告，2024年，迈科隆实现营业收入4.39亿元，净利润0.27亿元；2025年第一季度，公司营收、净利润分别为1.08亿元、0.01亿元（159.74万元）。 公告解释，受美国关税政策调整的影响，2025年一季度 ...

2025年8月16日，最近因AI芯片基材玻纤概念迎来大涨的再升科技（603601.SH）发布公告，取消了原 定于8月20日的2025年第三次临时股东会，召开通知将另行公告。本次股东会原本为审议公司《关于公 司现金收购迈科隆49%股权暨关联交易的议案》而举行。 南都N视频记者注意到，迈科隆属于再升科技的关联方，股东包括后者实际控制人郭茂的姐姐、好友， 本次收购存在高溢价、标的股份被冻结等状况，并且，还牵涉到两家公司七年前与原新三板挂牌企 业"维艾普"的恩怨情仇。 溢价346%，业绩承诺面临关税风险 2025年8月2日，再升科技公告称，拟以自有资金2.31亿元，收购杨兴志持有的四川迈科隆真空新材料有 限公司（即"迈科隆"）49%股权，同时，杨兴志将其持有的迈科隆剩余17.67%股份所对应的表决权等股 东权利委托公司行使，再升科技由此取得迈科隆控制权，并将之纳入合并报表范围。 公告显示，截至2025年一季度末，迈科隆账面净资产仅为1.05亿元，收益法评估估值4.71亿元，增值 3.65亿元，增值率达346.18%。 本次交易设置了业绩对赌条款。杨兴志承诺，迈科隆2025年、2026年、2027年营业收入分别不低于4 ...

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、股票交易异常波动的具体情况 | 证券代码：603601 | 证券简称：再升科技 公告编号：临 2025-066 | | --- | --- | | 债券代码：113657 | 债券简称：再 22 转债 | 重庆再升科技股份有限公司 股票交易异常波动公告 （四）其他股价敏感信息。 经公司自查，未出现其他可能对上市公司股价产生较大影响的重大事件。上 市公司董事、高级管理人员、控股股东不存在买卖公司股票的情况。 公司股票于 2025 年 8 月 14 日、8 月 15 日、8 月 18 日连续三个交易日内收 盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况。 经公司自查，公司目前生产经营正常，内外部经营环境未发生重大变化，主 营业务未发生变化，无其他应披露而未披露的重大信息。 （二）重大事项情况。 经公司自查，并向公司控股股东及实际控制人征询核实：截至目前，公司 ...

签字: 第/ D - X 你公司发来的《关于股票交易异常波动的征询函》已收悉,特此 回函如下: 经核查,截止本回复日,本人作为公司控股股东及实际控制人, 不存在影响公司股票交易价格异常波动的重大事项;不存在其他应披 露而未披露的重大信息,包括但不限于重大资产重组、股份发行、重 大交易类事项、业务重组、股份回购、股权激励、破产重整、重大业 务合作、引进战略投资者等可能引起公司股票交易异常波动的其他重 大事项。 特此回函。 关于重庆再升科技股份有限公司 股票交易异常波动的征询函的回函 重庆再升科技股份有限公司董事会: 2025 年 8 月 18 日 ...

Market Performance - The glass and fiberglass sector increased by 3.3% on August 18, with Zai Sheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Stock Performance - Zai Sheng Technology (603601) closed at 5.76, up 9.92% with a trading volume of 759,300 shares and a transaction value of 431 million yuan [1] - International Composites (301526) closed at 7.01, up 9.87% with a trading volume of 4.1387 million shares and a transaction value of 2.758 billion yuan [1] - Honghe Technology (603256) closed at 35.50, up 8.03% with a trading volume of 309,200 shares [1] - China Jushi (600176) closed at 13.37, up 1.06% with a trading volume of 1.0774 million shares and a transaction value of 1.447 billion yuan [1] Capital Flow - The glass and fiberglass sector experienced a net outflow of 313 million yuan from institutional investors, while retail investors saw a net inflow of 121 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Zai Sheng Technology had a net inflow of 61.029 million yuan from institutional investors, while it faced a net outflow of 32.6624 million yuan from speculative funds [3] - Longhai Co. (300196) saw a net inflow of 22.6047 million yuan from institutional investors, but also experienced outflows from both speculative and retail investors [3] - North Glass (002613) had a net outflow of 9.816 million yuan from institutional investors, while retail investors contributed a net inflow of 8.8834 million yuan [3]

Investment Rating - The report maintains a positive outlook on the building materials industry, particularly in AI materials and traditional building materials entering a price increase season [1][3]. Core Insights - The AI materials market continues to expand, driven by the anticipation of mass production in the AI industry chain, which is expected to boost demand for related products [2][3]. - The construction materials sector is showing signs of recovery, with consumption fundamentals expected to improve in the second half of 2025 [10][24]. - The cement industry is entering a peak season, with price increases already observed in the Yangtze River Delta region [30][33]. Summary by Sections AI Materials - The M9 production for switches is expected to ramp up ahead of schedule, with core Q fabric suppliers also increasing production capacity [2]. - The demand for low dielectric fabrics is anticipated to rise alongside the production of GB200 and GB300 cabinets [2][3]. - The overall production ramp-up is seen as a key support for market trends [2]. Cement Industry - The opening of major infrastructure projects in Xinjiang and Tibet is expected to enhance market confidence and drive demand for cement [8][30]. - The cement market has seen a slight price increase, with certain regions experiencing price hikes of 10-30 RMB per ton [33][34]. - The report highlights a potential supply reduction in the North China region due to planned production cuts for air quality improvement [32][33]. Building Materials - The report notes a significant policy shift in Beijing aimed at stimulating the real estate market, which is expected to positively impact consumption building materials [10][24]. - Companies in the consumption building materials sector are beginning to stabilize their earnings, with expectations of improved profitability in the coming quarters [25][26]. - The report emphasizes the importance of cost management and pricing strategies among leading companies in the sector [25][26]. Glass Industry - The float glass market is currently facing price pressures, with average prices declining [41][42]. - Environmental regulations are tightening, which may lead to increased costs for glass manufacturers [42][43]. - Companies like Xinyi Glass are expected to maintain competitive positions despite market challenges, with a focus on profitability in their automotive glass segment [44].

Group 1 - The company has canceled the third extraordinary general meeting originally scheduled for August 20, 2025, which was intended to discuss the cash acquisition of 49% equity in Maikelong and related transactions [2][3] - The decision to cancel the meeting was made after careful consideration of various factors and was approved by the company's board during its 24th meeting [2][7] - The company will reschedule the board meeting to review related matters and will announce the new date for the shareholders' meeting in due course [3][7] Group 2 - The board expressed apologies for any inconvenience caused to investors due to the cancellation of the meeting and thanked them for their support and understanding [4]

Group 1 - The company announced the cancellation of the third extraordinary general meeting of shareholders scheduled for 2025 [2]

每经AI快讯，再升科技（SH 603601，收盘价：5.24元）8月15日晚间发布公告称，公司第五届第二十四 次董事会临时会议于2025年8月15日以现场结合通讯方式召开。会议审议了《关于取消2025年第三次临 时股东会的议案》等文件。 2024年1至12月份，再升科技的营业收入构成为：高效节能占比52.57%，干净空气占比45.06%，其他业 务占比2.36%。 截至发稿，再升科技市值为54亿元。 每经头条（nbdtoutiao）——连胜之后匹配"猪队友"，连败之后则"摆烂"都能赢？中国游戏算法第一案 开庭，资深玩家与《王者荣耀》对簿公堂 （记者 张喜威） ...