今日聚焦 1、招商银行：2025年半年度共计派发现金红利约255.48亿元 股权登记日1月15日 招商银行公告称，公司2025年半年度A股分红派息方案为每股派发现金红利人民币1.013元(含税)，共计 派发现金红利约人民币255.48亿元(含税)。其中，A股总股本为206.29亿股，派发A股现金红利约人民币 208.97亿元(含税)。股权登记日为2026年1月15日，除权(息)日和现金红利发放日均为2026年1月16日。 2、通富微电：拟定增募资不超过44亿元 用于存储芯片封测产能提升项目等 通富微电公告称，公司拟向特定对象发行A股股票，募集资金总额不超过44亿元，用于存储芯片封测产 能提升项目、汽车等新兴应用领域封测产能提升项目、晶圆级封测产能提升项目、高性能计算及通信领 域封测产能提升项目以及补充流动资金及偿还银行贷款。 3、泸州老窖2025年中期利润分配方案：拟10股派13.58元 合计拟派约20亿元(含税) 西部黄金公告称，持有5.98%公司股份的股东吐鲁番金源矿冶有限责任公司，计划自公告披露之日起十 五个交易日后的三个月内，通过集中竞价交易方式减持不超过910.99万股，占公司总股本比例不超过 1% ...

Group 1 - China Shipbuilding Defense expects a net profit of 940 million to 1.12 billion yuan for 2025, an increase of 149.61% to 196.88% year-on-year [1] - China First Heavy Industries has only undertaken a small number of related accessory projects and has not generated revenue from them [2] - Huanyu Electronics plans to invest 30 million yuan in a private equity fund focused on AI and emerging industries [3] Group 2 - Zhixiang Jintai's GR1803 injection has been included in the priority review list by the National Medical Products Administration [4] - JianKai Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [5] - Debon Holdings will continue to suspend trading from January 12 due to significant matters being planned [6] Group 3 - South Network Technology's shareholder intends to transfer 847.05 million shares, accounting for 1.50% of the total share capital [7] - Hengrui Medicine has received approval for clinical trials of four drugs [8] - Daotong Technology expects a net profit of 900 million to 930 million yuan for 2025, a year-on-year increase of 40.42% to 45.10% [10] Group 4 - Betta Pharmaceuticals has invested 50 million yuan to acquire a 20% stake in Hangzhou Zhixing Pharmaceutical [11] - Tianyu Biology reported a 10.38% year-on-year decline in cumulative sales revenue for 2025 [12] - Lifang Pharmaceutical's subsidiary has obtained a drug registration certificate for a pain relief product [13] Group 5 - R&F Properties reported a total sales revenue of approximately 14.21 billion yuan for 2025 [14] - Wanfu Biology expects a net profit decline of 87.71% to 91.81% for 2025 [15] - Dazhi expects a negative net profit for 2025 [16] Group 6 - Dongzhu Ecology is negotiating to terminate the acquisition of control over a satellite communication company [17] - Baotai has received a milestone payment of 10 million USD from Hikma Pharmaceuticals [18] - Huace Navigation expects a net profit of 670 million to 690 million yuan for 2025, a year-on-year increase of 14.84% to 18.27% [19] Group 7 - Shenzhen Gas reported a net profit decline of 3.45% for 2025 [20] - Baogang Co. plans to adjust the price of rare earth concentrate for Q1 2026 to 26,834 yuan per ton [21] - Jiuding Investment expects to report a loss for 2025 [22] Group 8 - Shanghai Pharmaceuticals has received a drug registration certificate for a treatment for myasthenia gravis [23] - Hualan Biological plans to acquire a 35% stake in Guangfeng Capsule [24] - Ruina Intelligent plans to invest 169.9 million yuan in a new R&D production base for heat pumps [25] Group 9 - Wantong Development expects to report a loss for 2025 [26] - Xianghe Industrial has completed the purchase of a 5% stake in Hezhixiang Technology [27] - Guangkang Biochemical received a warning letter from the Guangdong Securities Regulatory Commission [28] Group 10 - Xiaoming Co. reported a 37.07% year-on-year decline in chicken product sales revenue for December 2025 [29] - Luokai Co. won a procurement project from State Grid Fujian Power worth approximately 48.2 million yuan [30] - Minhe Co. reported a 65.22% year-on-year increase in the sales of commodity chick seedlings for December 2025 [31] Group 11 - Zhenghai Biological has obtained a registration certificate for calcium silicate bio-ceramic materials [32] - Three Gorges Energy reported a 5.99% year-on-year increase in cumulative total power generation for 2025 [33] - Huisheng Biological expects a net profit of 235 million to 271 million yuan for 2025 [34] Group 12 - Maihe Co. announced the release of the detention measures against its chairman [35] - Wandong's Alzheimer's project has been included in a national major special project for innovative drug development [36] - Kangxin New Materials plans to transfer forest land assets with a book value of 1.203 billion yuan [37] Group 13 - Greenland Holdings expects a net loss of 16 billion to 19 billion yuan for 2025 [39] - Zhongxin Fluorine Materials has obtained a pesticide production license [40]

近日，公司子公司福州亿力与买方国网福建省电力有限公司物资分公司签订了相关产品的物资采购合 同，合同订单合计金额约为人民币4819.59万元。 格隆汇1月9日丨洛凯股份(603829.SH)公布，公司控股子公司福州亿力电器设备有限公司近日参与了"国 网福建电力2025年第三次物资协议库存公开招标采购（招标编号：1325AC）"项目投标并成为该项目三 个产品的中标人。 ...

每经头条（nbdtoutiao）——独家对话特斯拉FSD跨美第一人：4400公里"零接管"，手没碰过方向盘！作 为激光雷达销售员，他为何站队马斯克的"纯视觉"？ 每经AI快讯，洛凯股份1月9日晚间发布公告称，近日，公司子公司福州亿力与买方国网福建省电力有 限公司物资分公司签订了相关产品的物资采购合同，合同订单合计金额约为人民币4819.59万元。 （记者 曾健辉） ...

证券代码：603829 证券简称：洛凯股份 公告编号：2026-002 江苏洛凯机电股份有限公司 关于控股子公司中标项目的提示性公告 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个别及连带责任。 近日，公司子公司福州亿力与买方国网福建省电力有限公司物资分公司签订了 相关产品的物资采购合同，合同订单合计金额约为人民币4,819.59万元，具体情况如 下： | 序 | 招标/签约单位 | 产品名称 | 合同/中标金额 | | --- | --- | --- | --- | | 号 | | | （万元） | | 1 | 国网福建省电力有限 | 高压开关柜 | 1,405.92 | | 2 | 公司物资分公司 | 电缆分支箱 | 1,637.33 | | 3 | | 环网柜 | 1,776.35 | | | 合计 | - | 4,819.59 | 二、对公司的影响 本次公司控股子公司合计签约金额约为 4,819.59 万元。上述合同订单将对公司 未来经营工作产生积极的影响，但不影响公司经营的独立性。 三、风险提示 上述合同的履行可能受极端天气 ...

智通财经APP讯，洛凯股份(603829.SH)发布公告，近日，公司子公司福州亿力与买方国网福建省电力 有限公司物资分公司签订了相关产品的物资采购合同，合同订单合计金额约为4819.59万元。上述合同 订单将对公司未来经营工作产生积极的影响，但不影响公司经营的独立性。 ...

洛凯股份（603829）(603829.SH)发布公告，近日，公司子公司福州亿力与买方国网福建省电力有限公 司物资分公司签订了相关产品的物资采购合同，合同订单合计金额约为4819.59万元。上述合同订单将 对公司未来经营工作产生积极的影响，但不影响公司经营的独立性。 ...

人民财讯1月9日电，洛凯股份（603829）1月9日公告，控股子公司福州亿力电器设备有限公司近日参与 了"国网福建电力2025年第三次物资协议库存公开招标采购(招标编号：1325AC)"项目投标并成为该项目 三个产品的中标人。产品分别为高压开关柜、电缆分支箱和环网柜，合同订单合计金额约为4819.59万 元。 ...

证券代码：603829 证券简称：洛凯股份 公告编号：2026-001 江苏洛凯机电股份有限公司 关于变更持续督导保荐代表人的公告 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个别及连带责任。 江苏洛凯机电股份有限公司（以下简称"公司"）于近日收到中泰证券股份 有限公司（以下简称"中泰证券"）出具的《关于变更江苏洛凯机电股份有限公 司向不特定对象发行可转换公司债券项目持续督导保荐代表人的报告》。中泰证 券作为公司向不特定对象发行可转换公司债券项目的保荐机构及主承销商，原指 定张琳琳、苏天萌为该项目的签字保荐代表人，负责保荐工作及持续督导工作。 法定持续督导期自 2024 年 11 月 11 日至 2025 年 12 月 31 日，如法定持续督导期 结束后募集资金尚未使用完毕，中泰证券需要对剩余募集资金的使用和管理继续 履行督导义务。 张琳琳女士因工作职责调整，不再继续负责公司的持续督导保荐工作。为更 好地开展后续的持续督导工作，中泰证券委派保荐代表人迟元行先生（简历详见 附件）接替张琳琳女士负责公司向不特定对象发行可转换公司债券项目的 ...

Group 1 - A total of 40 stocks increased by over 30% this week, with the largest increase being 74.8% for Guangdao Tui [1] - The mechanical equipment industry led the gains, with 6 stocks listed, followed by the construction decoration industry with 5 stocks [1] - In the decline list, 56 stocks fell by over 10%, with Bohai Chemical experiencing the largest drop of 28.32% [1] Group 2 - Other notable declines include China High-Tech, Baibang Technology, and Luokai Co., all of which saw cumulative declines exceeding 20% [1]