本报讯 （记者张敏）2月24日，广东松炀再生资源股份有限公司（以下简称"松炀资源"）在回复互动易 投资者问题时表示，经与控股股东方核实，实控人近期无转让实际控制权意愿。 该公司相关人员表示，公司将持续深耕主业，加强内控治理，积极回报股东。 收缩多元化布局 松炀资源成立于2008年，是一家集废纸回收、环保造纸及涂布成型于一体的高新技术企业，已通过 ISO9001质量体系认证、ISO14001环境体系认证，拥有"广东省工程技术研究中心""广东省资源综合利 用企业"等多项资质认定。 公开信息显示，2025年下半年以来，松炀资源启动了多笔资产处置。2025年11月份，公司发布公告，拟 挂牌转让全资子公司汕头市松炀新材料特种纸有限公司100%股权。公告显示，公司本次出售为优化业 务结构，聚焦主业发展，增强公司可持续发展的内生动力，降低运营成本，避免继续亏损。同时，为了 降低运营成本，减少亏损，维护公司及全体股东利益，公司管理层经过审慎考虑，决定对松炀新材公司 实施停产。 随后公司再次公告，以1元的对价转让控股子公司松炀乐彩（北京）运营管理有限公司51%股权（对应 认缴出资额10，200，000元，实缴出资额0元）。该子 ...

2025年12月30日公告显示，控股股东王壮鹏及其一致行动人质押股份展期，累计质押持股比例达 96.47%。公告强调风险可控，还款资金来源于经营收入等，但高比例质押可能引发市场对股权稳定性 的关注。 经济观察网 松炀资源（603863）近期业绩持续亏损，控股股东股份高比例质押，并转让非核心子公司 股权以聚焦主业，同时公司管理层发生变动。 业绩经营情况 根据2026年1月20日发布的业绩预告，松炀资源预计2025年全年归属净利润亏损1.6亿元至2.1亿元，扣非 净利润同样处于亏损区间。这将是公司自2022年以来连续第四年亏损，亏损规模较2024年略有收窄，但 主营业务仍面临下游需求疲软、产品价格倒挂及资产减值压力。正式年报的发布及后续经营改善效果值 得关注。 股东质押股份 2025年12月18日，松炀资源公告原总经理王卫龙因个人原因辞职，董事会聘任蔡建涛为新任总经理。人 事变更可能影响公司管理层的战略执行。 战略推进 在2025年控制权转让终止后，公司转而引入外部合作，如与湖北长江汇丰纸业签署生产管理服务合同， 旨在提升高强瓦楞原纸产能和质量。这一举措是公司收缩战线、回归核心业务的一部分，但其效果需时 间验证。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603863 证券简称：松炀资源 公告编号：2026-004 本次公开挂牌转让子公司股权事项，最终交易对方、交易价格以及能否转让成功等实施情况存在不确定 性。公司将根据事项进展情况及时履行信息披露义务，敬请广大投资者关注公司后续相关公告并注意投 资风险。 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。 一、交易概述 为进一步盘活公司存量资产，优化资产结构，广东松炀再生资源股份有限公司（以下简称"公司"）于 2025年12月3日在广东股权交易中心公开挂牌转让全资子公司汕头市松炀新材料特种纸有限公司（以下 简称"松炀新材"）100%的股权，首次挂牌转让价为松炀新材100%股权对应价值（根据股权评估价值为 依据，综合考虑资产市场价值等情况）人民币10,000.00万元，具体内容详见公司分别于2025年11月15 日、2025年12月19日、2026年1月6日及2026年1月23日发布于上海证券交易所网站（www.sse.com.cn） 的《关于公开挂牌转让子公司股权的 ...

为进一步盘活公司存量资产，优化资产结构，广东松炀再生资源股份有限公 司（以下简称"公司"）于 2025 年 12 月 3 日在广东股权交易中心公开挂牌转让 全资子公司汕头市松炀新材料特种纸有限公司（以下简称"松炀新材"）100% 的股权，首次挂牌转让价为松炀新材 100%股权对应价值（根据股权评估价值为 依据，综合考虑资产市场价值等情况）人民币 10,000.00 万元，具体内容详见公 司分别于 2025 年 11 月 15 日、2025 年 12 月 19 日、2026 年 1 月 6 日及 2026 年 1 月 23 日发布于上海证券交易所网站（www.sse.com.cn）的《关于公开挂牌转 让子公司股权的公告》（公告编号：2025-050）、《关于公开挂牌转让子公司股 权的进展公告》（公告编号：2025-061）、《关于公开挂牌转让子公司股权的进 展公告》（公告编号：2026-001）及《关于公开挂牌转让子公司股权的进展公告》 （公告编号：2026-003）。 二、交易进展情况 2026 年 1 月 23 日，"汕头市松炀新材料特种纸有限公司 100%股权"项目第 四次在广东股权交易中心挂牌，本次挂牌 ...

松炀资源公告称，2025年12月3日起，公司在广东股权交易中心公开挂牌转让全资子公司松炀新材100% 股权，首次挂牌转让价1亿元。2026年1月23日第四次挂牌，转让价5120万元。截至2月6日未征集到合格 意向方。公司将于2月10日以4096万元第五次挂牌转让该股权，后续将依规选择延长公告期或终结信息 发布，必要时再调整价格，最终交易情况待定。 ...

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

Core Viewpoint - The paper sector in the A-share market has seen significant gains, with multiple companies experiencing notable increases in stock prices, indicating a positive trend in the industry [1]. Group 1: Stock Performance - Songyang Resources (603863) reached a limit-up of 10.00%, with a total market value of 4.412 billion and a year-to-date increase of 8.07% [2]. - Yueyang Forest Paper (600963) increased by 9.28%, with a market capitalization of 10.1 billion and a year-to-date rise of 23.55% [2]. - Mindada (920394) rose by 6.82%, with a market value of 8.683 billion and a year-to-date increase of 45.09% [2]. - Hengfeng Paper (600356) saw a gain of 4.73%, with a market capitalization of 2.847 billion and a year-to-date increase of 8.54% [2]. - Hengda New Materials (301469) increased by 4.65%, with a market value of 2.958 billion and a year-to-date rise of 8.86% [2]. - Bohui Paper (600966) rose by 4.21%, with a market capitalization of 9.919 billion and a year-to-date increase of 8.64% [2]. - Wuzhou Special Paper (605007) increased by 2.68%, with a market value of 6.755 billion and a year-to-date rise of 5.11% [2]. - Qingshan Paper (600103) saw a gain of 2.40%, with a market capitalization of 8.605 billion, but a year-to-date decline of 8.35% [2]. - Kane Co. (002012) increased by 2.23%, with a market value of 2.997 billion, and a year-to-date decline of 0.62% [2].

Group 1: Robotics Sector - The robotics concept stocks experienced a significant surge, with Tianqi Co., Ltd. (002009) and Baida Precision Engineering (603331) hitting the daily limit up, while Ruixin Technology and ST Saiwei rose over 11% [1][2] - Notable stocks in the robotics sector included: - Sikan Technology (688583) with a 20% increase - Ruixin Technology (300828) up by 11.13% - ST Saiwei (300044) rising by 11.07% - Oke Yi (688308) increasing by 10.28% - Changfei Optical Fiber (601869) and Tianqi Co., Ltd. both up by 10% [2] Group 2: Robotics Innovation Center - On January 29, the Beijing Humanoid Robot Innovation Center's pilot verification platform was officially launched, marking the first humanoid robot pilot verification platform in Beijing [3] - The platform includes small-batch production lines and testing laboratories, capable of providing comprehensive pilot services from core components to complete machines, with a production capacity of 5,000 humanoid robots annually [3] Group 3: Paper Industry - The paper sector also saw gains, with Yueyang Forest Paper hitting the daily limit up, while other stocks like Songyang Resources, Minshida, and Hengda New Materials followed suit [3][4] - Key performers in the paper industry included: - Yueyang Forest Paper (600963) with a 10.04% increase - Songyang Resources (603863) up by 9.44% - Minshida (920394) rising by 6.91% [4]

Group 1 - The paper sector experienced a slight increase of 0.02% on January 29, with Yueyang Lin Paper leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up by 0.16%, while the Shenzhen Component Index closed at 14300.08, down by 0.3% [1] - Key stocks in the paper sector showed varied performance, with Yueyang Lin Paper rising by 4.76% to a closing price of 5.28, and other notable stocks like Kain Co. and ST Chenming also showing positive gains [1] Group 2 - The paper sector saw a net outflow of 108 million yuan from major funds, while retail investors contributed a net inflow of 115 million yuan [2] - The trading volume and turnover for key stocks varied, with Kain Co. having a significant net inflow from retail investors despite an overall negative trend in major funds [3] - Individual stock performances indicated mixed results in fund flows, with some stocks like Kain Co. and Yibin Paper attracting positive retail interest, while others faced outflows [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002078 | 太阳纸业 | 16.37 | 0.55% | 29.73万 | | 4.89亿 | | 600966 | 博汇纸业 | 7.30 | 0.55% | 21.27万 | | 1.55亿 | | 002235 | 安妮股份 | 10.08 | 0.50% | 31.62万 | | 3.18亿 | | 301469 | 恒达新材 | 32.26 | 0.31% | 2.77万 | | 8866.86万 | | 600963 | 岳阳林纸 | 4.86 | 0.21% | 37.09万 | | 1.79亿 | | 600433 | 冠蒙高新 | 3.47 | 0.00% | 43.37万 | | 1.51亿 | | 605377 | 华旺科技 | 8.60 | -0.12% | 11.22万 | | 9738.22万 | | 600356 | 恒丰纸业 | 9.20 | -0.33% | 4.97万 | | 4536.70 ...