Legal Issues - Danghong Technology is involved in a lawsuit with Guangxi Broadcasting Network Technology Development Co., Ltd., with a counterclaim amounting to RMB 35.9495 million, excluding legal fees and other costs [3] - Zhangjiajie faces a court ruling in a contract dispute with Zhuzhou CRRC Engineering, with the amount in question being RMB 20.144 million plus related penalties [12] Regulatory Actions - Keres received an administrative regulatory decision from the Guangdong Securities Regulatory Bureau for violations related to accounts receivable aging calculations and related party transactions [4] Business Developments - Dongfang Yuhong acquired mining rights for limestone in a bid worth RMB 267 million, valid from November 24, 2025, to November 24, 2045 [5] - Saikexide has received approval for three medical device products, enhancing its product range in the in vitro diagnostics sector [6] - Huayou Cobalt signed a supply agreement with Yiwei Lithium Energy for high-nickel ternary cathode materials, with an estimated supply of 127,800 tons from 2026 to 2035 [7] Stock Performance and Corporate Actions - Mengtian Home experienced a five-day stock price increase, with a total rise of 61.08%, significantly outpacing the Shanghai Composite Index [9] - Jiumuwang's stock showed abnormal fluctuations, with a revenue decline of 6.02% year-on-year for the first three quarters [10] - Huafeng shares are suspended due to a potential change in control, with a stock suspension expected to last no more than three trading days [11] - Baiyun Electric conducted its first share buyback, acquiring 86,500 shares for a total of RMB 1.0034 million [13] - Mercury Home Textiles plans to repurchase and cancel 137,200 restricted shares due to employee departures and performance issues [14] - Petty Co. announced a share buyback plan of RMB 50 million to 70 million, with a maximum price of RMB 26 per share [15] - Century Huatong obtained a loan commitment of up to RMB 900 million from China Merchants Bank for stock repurchase purposes [17] Shareholding Changes - Tongding Interconnection's major shareholder plans to reduce its stake by up to 0.49% [18] - Wanrun Co.'s controlling shareholder plans to increase its stake by no less than RMB 365 million and no more than RMB 730 million [19]

证券日报网讯 11月25日晚间，华友钴业发布公告称，公司子公司成都巴莫与亿纬锂能签订《产品供应 框架协议》，约定协议期限内，由成都巴莫匈牙利工厂向亿纬锂能供应超高镍三元正极材料合计约 12.78万吨。 （编辑 楚丽君） ...

今日聚焦 1、摩尔线程中签号出炉 共有33600个 摩尔线程发布首次公开发行股票并在科创板上市网下初步配售结果及网上中签结果公告，本次发行战略配售的缴款及配售工作已结束，本次发行最终战略 配售结果如下。中签号码共有33600个，每个中签号码只能认购500股摩尔线程A股股票，中签结果如下。 | 末尾位数 | 中签号码 | | --- | --- | | 末"4"位数 | 5878, 0878, 9856 | | 末"5"位数 | 82351, 62351, 42351, 22351, 02351, 01433 | | 末"6"位数 | 531423, 031423, 735823 | | 末"7"位数 | 7314483, 9814483, 4814483, 2314483 | | 末"8"位数 | 50424341, 12313399, 54014918, 63005163, 88007204, | | | 17371775, 27066860, 12908735, 58145735 | 2、华友钴业：与亿纬锂能签订超高镍三元正极材料供应协议 提升公司锂电新能源材料市场占有率 华友钴业(603799.SH)公 ...

11月25日晚间，华友钴业（603799）公告称，子公司成都巴莫科技有限责任公司(下称"成都巴莫")与亿 纬锂能（300014）签订《产品供应框架协议》，双方约定在2026年至2035年期间，成都巴莫匈牙利工厂 预计向亿纬锂能匈牙利工厂供应超高镍三元正极材料合计约12.78万吨，其中2027年至2031年供货量约 12.65万吨。 除本次与亿纬锂能达成的长单外，华友钴业在今年9月底公告与LGES及其下属公司签署供货协议，约定 在2026年至2030年期间，匈牙利巴莫向LGES及其波兰工厂累计销售三元正极材料约8.8万吨。与此同 时，子公司华友新能源科技(衢州)有限公司预计将在2026年至2030年期间，向LGES及其指定采购商供 应三元前驱体产品合计约7.6万吨。 华友钴业主要从事新能源锂电材料和钴新材料产品的研发、制造和销售，目前已形成资源、新材料、新 能源三大业务一体化协同发展的产业格局。其中新能源业务主要产品包括三元正极材料及钴酸锂材料； 新材料业务主要产品为三元前驱体及镍、钴、锂新材料产品。 今年以来，华友钴业不断优化产品结构，上半年三元正极材料出货量3.96万吨，同比增长17.68%，超高 镍9系产 ...

华友钴业（603799）(603799.SH)发布公告，近日，公司子公司成都巴莫科技有限责任公司(简称"成都巴 莫")与惠州亿纬锂能（300014）股份有限公司(简称"亿纬锂能")签订了《产品供应框架协议》，协议约 定，2026年至2035年期间，成都巴莫匈牙利工厂预计向亿纬锂能匈牙利工厂供应超高镍三元正极材料合 计约12.78万吨，其中，2027年-2031年供货约12.65万吨。前述产品预计销量均为初步约定，最终销售数 量以双方后续签订的采购订单为准。 锂电新能源材料产业是公司重点发展的核心业务，也是公司产业一体化的龙头。本次与亿纬锂能签订大 圆柱电池材料相关产品供应协议，聚焦欧洲高端车企新一代电池平台配套需求，有利于进一步深化双方 战略合作关系，在提升公司锂电新能源材料市场占有率的同时，持续深化"上控资源、下拓市场、中提 能力"的一体化发展优势，助力公司深度嵌入欧洲电动汽车产业链，依托大圆柱电池技术迭代机遇强化 产业链协同，进一步增强公司在锂电新能源产业链中的核心竞争力，符合公司长远发展战略与全体股东 利益最大化目标。本协议对当期业绩不产生重大影响，待正式批量供货后，预计将对公司的经营业绩产 生积极影响 ...

智通财经APP讯，华友钴业(603799.SH)发布公告，近日，公司子公司成都巴莫科技有限责任公司(简 称"成都巴莫")与惠州亿纬锂能股份有限公司(简称"亿纬锂能")签订了《产品供应框架协议》，协议约 定，2026年至2035年期间，成都巴莫匈牙利工厂预计向亿纬锂能匈牙利工厂供应超高镍三元正极材料合 计约12.78万吨，其中，2027年-2031年供货约12.65万吨。前述产品预计销量均为初步约定，最终销售数 量以双方后续签订的采购订单为准。 锂电新能源材料产业是公司重点发展的核心业务，也是公司产业一体化的龙头。本次与亿纬锂能签订大 圆柱电池材料相关产品供应协议，聚焦欧洲高端车企新一代电池平台配套需求，有利于进一步深化双方 战略合作关系，在提升公司锂电新能源材料市场占有率的同时，持续深化"上控资源、下拓市场、中提 能力"的一体化发展优势，助力公司深度嵌入欧洲电动汽车产业链，依托大圆柱电池技术迭代机遇强化 产业链协同，进一步增强公司在锂电新能源产业链中的核心竞争力，符合公司长远发展战略与全体股东 利益最大化目标。本协议对当期业绩不产生重大影响，待正式批量供货后，预计将对公司的经营业绩产 生积极影响，有效提升公司 ...

Group 1 - Donghong Technology is involved in a lawsuit with a claim amounting to RMB 35.95 million, with some bank accounts frozen totaling RMB 30 million, and actual frozen funds of RMB 20.84 million [1] - Keres received an administrative regulatory decision from the Guangdong Securities Regulatory Commission for violations related to accounts receivable aging calculation, related party transaction disclosure, fundraising management, and insider information management [2] - Oriental Yuhong successfully bid RMB 267 million for mining rights, valid from November 24, 2025, to November 24, 2045 [3] Group 2 - Saikexide has received approval for three medical device products, enhancing its product range and competitiveness in the in vitro diagnostics field [4] - Huayou Cobalt signed a supply agreement with Yiwei Lithium Energy for high-nickel ternary cathode materials, expected to supply approximately 127,800 tons from 2026 to 2035 [5] - Meng Tian Home's stock price has hit the limit for five consecutive trading days, with a total increase of 61.08%, significantly deviating from the Shanghai Composite Index's decline of 1.77% during the same period [6] Group 3 - Jiumuwang's stock experienced abnormal fluctuations, with a revenue decline of 6.02% year-on-year for the first three quarters of 2025, totaling RMB 633.13 million [7] - Huafeng Co. announced a continued suspension of trading due to a planned change in control, with the suspension expected to last no more than three trading days [8] - Zhangjiajie is involved in a court case with Zhuzhou CRRC Engineering, with a judgment amount of RMB 20.14 million, including penalties and related fees [9] Group 4 - Baiyun Electric conducted its first share buyback, acquiring 86,500 shares for a total of RMB 1.0034 million [11] - Mercury Home Textiles plans to repurchase and cancel 137,200 restricted shares due to the departure of two incentive targets and underperformance of five others [12] - Petty Co. approved a share buyback plan of RMB 50 million to 70 million, with a maximum price of RMB 26 per share, aimed at employee stock ownership plans [13] Group 5 - Century Huatong obtained a commitment letter from China Merchants Bank for a stock buyback loan of up to RMB 900 million, valid for 12 months [14] - Tongding Interconnection announced a major shareholder's plan to reduce holdings of up to 605,800 shares due to personal funding needs [15] - Wanrun Co.'s controlling shareholder plans to increase its stake in the company by investing between RMB 365 million and 730 million over the next six months [16]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603799 华友钻业 | | 3.00ZZ | 6.98% | -4634.49万 | -1.08% | -2.54 Z | -5.90% | | 601600 中国铝业 | | 2.08亿 | 7.71% | -7064.11万 | -2.62% | -1.37 Z | -5.08% | | 600089 特变电工 | | 1.79 Z | 3.62% | -6293.44万 | -1.27% | -1.16 Z | -2.35% | | 600362 江西铜业 | | 1.57 Z | 14.40% | -5954.75万 | -5.45% | -9788.95万 | -8.96% | | 688472 阿特斯 | | 9899.23万 | 4.79% | -831.52万 | -0.40% | -9067.71万 | -4.38% | | 601567 | 三星 ...

格隆汇11月25日丨华友钴业(603799.SH)公布，公司子公司成都巴莫科技有限责任公司（以下简称"成都 巴莫"）与惠州亿纬锂能（维权）股份有限公司（以下简称"亿纬锂能"）签订了《产品供应框架协议》 （以下简称"本协议"）。本协议约定，2026年至2035年期间，成都巴莫匈牙利工厂预计向亿纬锂能匈牙 利工厂供应超高镍三元正极材料合计约12.78万吨，其中，2027年-2031年供货约12.65万吨。前述产品预 计销量均为初步约定，最终销售数量以双方后续签订的采购订单为准。 ...

华友钴业11月25日公告，公司子公司成都巴莫与亿纬锂能签订《产品供应框架协议》，约定在2026年至 2035年期间，成都巴莫匈牙利工厂预计向亿纬锂能匈牙利工厂供应超高镍三元正极材料合计约12.78万 吨，其中2027年至2031年供货约12.65万吨。 ...