每经AI快讯，12月24日，睿能科技（603933）公告，公司股东平潭捷润股权投资管理合伙企业(有限合 伙)本次减持计划已实施完毕。在2025年11月1日至2025年12月24日期间，平潭捷润通过集中竞价方式合 计减持公司股份2,000,000股，占公司总股本的0.96%，减持价格区间为18.59至31.55元/股，累计减持金 额4801.61万元。本次减持后，平潭捷润持有公司股份7,525,264股，持股比例降至3.63%。本次实际减持 情况与此前披露的减持计划一致，未违反相关承诺。 ...

格隆汇12月24日丨睿能科技(603933.SH)公布，截至目前，本次减持股份计划已实施完毕，股东平潭捷 润通过集中竞价方式共减持公司股份200万股，占公司总股本的0.96%。 ...

证券代码：603933 证券简称：睿能科技 公告编号：2025-063 福建睿能科技股份有限公司 股东平潭捷润减持股份结果公告 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: 本次减持前，福建睿能科技股份有限公司（以下简称"公司"、"睿能科技"） 股东平潭捷润股权投资管理合伙企业（有限合伙）（以下简称"平潭捷润"）持有 公司无限售条件流通股 9,525,264 股，占公司总股本 207,544,575 股的 4.59%。 上述股份来源于公司首次公开发行股票（以下简称"IPO"）前取得的股份，及上 市后公司资本公积金转增股本增加的股份，均于 2020 年 7 月 5 日解除限售并上 市流通。 减持计划的实施结果情况: 2025 年 10 月 11 日，公司对外披露了《公司股东平潭捷润减持股份计划公 告》。截至目前，本次减持股份计划已实施完毕，股东平潭捷润通过集中竞价方 式共减持公司股份 2,000,000 股，占公司总股本的 0.96%。 公司于近期收到股东平潭捷润《关于股份减持计 ...

当进入商品价格上涨周期时，行业的整体交投活跃度便会迅速提升。 12月22日，国际金价续创历史新高。截至发稿前，伦敦金现货已经超越今年10月高点，最高价达到4420美元/盎司，年内涨幅进一步扩大至 68%左右。 今年不断创出新高的金价，也吸引了更多的企业加大投资，仅今年12月便已经有江西铜业（600362.SH）、灵宝黄金（3330.HK）和洛阳钼业 （603933.SH）三家中资企业宣布收购海外黄金矿山等资产。 另据不完全统计，年初至今，中资矿企新增的境外黄金矿山收购项目已经达到297亿元左右，交易标的遍布非洲、南美、中亚等地。 "近年来，我国企业积极开展境外黄金资源开发合作，但仍需进一步加大对外合作力度，推动黄金产业融入全球产业链供应链，提升跨国经营 能力和水平，实现互利共赢。"工信部此前指出。 随着上述中资矿企并购强度的提升，其资源储备与中期黄金产量也将得到明显提升。 截至目前，全球前十大黄金企业中，中资企业仅有一家紫金矿业，而未来山东黄金、中国黄金等公司亦有望冲击全球十强。 综合性矿企"入局" 此外，公司以铜、金为主，其他小金属为辅的资源布局战略，在今年也变得愈发清晰。 其他上市公司中，黄金业务规模较小 ...

Core Viewpoint - The rising international gold prices have led to increased activity in the mining sector, with Chinese companies actively acquiring overseas gold mining assets, reflecting a strategic shift towards gold as a key resource allocation focus [1][3][8]. Group 1: Gold Price Trends - As of December 22, international gold prices reached a historic high of $4,420 per ounce, marking a year-to-date increase of approximately 68% [1]. - The surge in gold prices has prompted Chinese companies to intensify investments, with several firms announcing acquisitions of overseas gold mining assets in December alone [1]. Group 2: Mergers and Acquisitions - Chinese mining companies have announced overseas gold mine acquisitions totaling around 29.7 billion yuan this year, with projects spanning Africa, South America, and Central Asia [2]. - Notable acquisitions include Zijin Mining's $1.2 billion purchase of Kazakhstan's RG gold mine and Luoyang Molybdenum's ongoing acquisitions in Brazil and Ecuador [2][3]. Group 3: Industry Dynamics - The gold sector has become the most sought-after asset in the global mining M&A market, with gold asset transactions expected to account for 70% of the total mining industry deals in 2024 [5]. - The Ministry of Industry and Information Technology has emphasized the need for Chinese companies to enhance their global operational capabilities and integrate into the global gold supply chain [3][6]. Group 4: Strategic Shifts in Companies - Luoyang Molybdenum has shifted its focus towards gold, investing significantly in gold assets despite previously selling a major copper-gold mine [8]. - Companies like Shengton Mining are also restructuring their gold business, indicating a broader trend among diversified mining firms to prioritize gold in their resource strategies [10]. Group 5: Future Outlook - The potential for several Chinese gold mining companies to enter the global top ten is anticipated, driven by ongoing acquisitions and strategic resource management [19][20]. - The establishment of favorable investment conditions in countries like Ecuador, along with the resumption of mining rights, is expected to further enhance the operational landscape for Chinese mining firms [18][19].

Core Viewpoint - The article highlights the significant increase in gold prices, which has led to heightened activity in the mining sector, particularly among Chinese companies seeking to acquire overseas gold assets. The international gold price reached a historic high of $4,420 per ounce, marking a year-to-date increase of approximately 68% [1]. Group 1: Gold Price and Market Activity - The international gold price has surpassed previous highs, with a notable increase in trading activity within the industry as prices rise [1]. - In December alone, several Chinese companies, including Jiangxi Copper, Lingbao Gold, and Luoyang Molybdenum, announced acquisitions of overseas gold mining assets [1]. Group 2: Mergers and Acquisitions - A total of 297 billion yuan has been allocated for new overseas gold mining acquisition projects by Chinese mining companies this year, with targets spread across Africa, South America, and Central Asia [2]. - Major acquisitions include Zijin Mining's $1.2 billion purchase of Kazakhstan's RG Gold Mine and Luoyang Molybdenum's ongoing acquisitions in Brazil and Ecuador, with total investments reaching 10.145 billion yuan [2][8]. Group 3: Industry Trends and Future Outlook - The Chinese Ministry of Industry and Information Technology emphasizes the need for Chinese enterprises to enhance international cooperation and integrate into the global gold supply chain [3][6]. - The article notes that gold has become the most sought-after asset in the global mining M&A market, with gold asset transactions expected to account for 70% of the mining industry's total in 2024 [5]. Group 4: Strategic Shifts in Mining Companies - Companies like Luoyang Molybdenum are shifting their focus towards gold, as evidenced by their recent acquisitions despite previously selling off copper-gold assets [8]. - The article suggests that the trend of increasing gold asset acquisitions among Chinese mining companies will likely continue, driven by the high international gold prices and the strategic importance of gold in their resource portfolios [10][17].

当进入商品价格上涨周期时，行业的整体交投活跃度便会迅速提升。 12月22日，国际金价续创历史新高。截至发稿前，伦敦金现货已经超越今年10月高点，最高价达到4420美元/盎司，年内涨幅进一步扩大至68%左右。 今年不断创出新高的金价，也吸引了更多的企业加大投资，仅今年12月便已经有江西铜业（600362.SH）、灵宝黄金（3330.HK）和洛阳钼业（603933.SH） 三家中资企业宣布收购海外黄金矿山等资产。 | | | 2025年中资矿企海外金矿收购案例 | | | | | --- | --- | --- | --- | --- | --- | | 并购主体 | 相关资产 | 并购金额 | 折合人民币 | 公告日期 | 最新进展 | | 紫金矿业 | 哈萨克斯坦RG全矿 | 12亿美元 | 86亿元 | 6月10日 | 己完成 | | 洛阳铝业 | 厄瓜多尔Cangrejos金矿 | 5.81亿加元 | 29.75亿元 | 4月22日 | 己完成 | | | 巴西Aurizona金矿、RDM金矿、Bahia综合矿区 | 10.15亿美元 | 71.7亿元 | 12月15日 | 推进中 | | 感电矿业 | ...

Group 1 - The core viewpoint of the news is that Ruineng Technology's stock has shown significant volatility, with a year-to-date increase of 54.78% but a recent decline of 6.15% over the last five trading days [1] - As of December 19, Ruineng Technology's stock price is 23.96 yuan per share, with a total market capitalization of 4.973 billion yuan [1] - The company has seen a net inflow of main funds amounting to 4.4911 million yuan, with large orders contributing significantly to the trading volume [1] Group 2 - Ruineng Technology's main business includes the research, production, and sales of industrial automation control products and IC product distribution, with revenue composition being 61.91% from IC distribution and 36.81% from industrial automation control products [1][2] - As of September 30, the number of shareholders is 19,500, a decrease of 30.76%, while the average circulating shares per person increased by 44.42% [2] - For the period from January to September 2025, Ruineng Technology achieved an operating income of 1.643 billion yuan, a year-on-year increase of 12.95%, while the net profit attributable to the parent company was 40.7468 million yuan, a decrease of 32.73% [2] Group 3 - Since its A-share listing, Ruineng Technology has distributed a total of 206 million yuan in dividends, with 58.6477 million yuan distributed over the past three years [3]

证券代码：603933 证券简称：睿能科技 １ 福建睿能科技股份有限公司 2025 年第三次临时股东会会议议程 ............ 2 一、《关于公司及其子公司向银行申请授信额度及担保的议案》 ........... 3 睿能科技 2025 年第三次临时股东会 福建睿能科技股份有限公司 福建睿能科技股份有限公司 2025 年第三次临时股东会 会议材料 二 O 二五年十二月二十九日 睿能科技 2025 年第三次临时股东会 目 录 2025 年第三次临时股东会会议议程 会议时间：2025 年 12 月 29 日（星期一） 下午 14:00 会议地点：福建省福州市闽侯县南屿镇智慧大道 12 号 会议议程： 一、全体与会股东或股东代表、列席会议的董事、高管签到。 二、见证律师确认与会人员资格。 三、宣布会议开始。 四、宣读本次股东会相关议案： 1、《关于公司及其子公司向银行申请授信额度及担保的议案》。 注：①上述议案已经 2025 年 12 月 11 日召开的公司第五届董事会第二次会 议审议通过；②上述议案对中小投资者进行单独计票。具体内容详见 2025 年 12 月 12 日公司刊登在《中国证券报》、《上海证 ...

[Table_Main] 行业研究|工业 证券研究报告 产品技术迭代方面，优必选斩获 AI 大模型公司超 0.5 亿人形机器人 订单，产品以全球首款自主换电的工业人形机器人 Walker S2 为主， 将在今年内完成交付；智元机器人实现 5000 台量产规模，预计明年将 至万台；迦智科技与浙江人形机器人创新中心联合发布两款轮臂人形 机器人。 工业行业周报、月报 2025 年 12 月 15 日 [Table_Title] 智元机器人实现 5000 台量产规模， 众擎机器人完成 A1+轮与 A2 轮融资 [Table_Summary] 报告要点： 周度行情回顾 2025 年 12 月 7 日至 12 月 12 日，人形机器人概念指数下跌 0.19%， 相较沪深 300 指数跑输 0.11pct；年初至今累计涨跌幅来看，人形机 器人概念指数上涨 67.40%，相较沪深 300 指数跑赢 47.49pct。 A 股人形机器人指数（iFinD 概念）相关个股中，超捷股份周涨幅 最大（+39.03%），睿能科技周跌幅最大（-13.78%)。 周度热点回顾 政策端，12 月 11 日，北京人形机器人创新中心发布全国首个全 ...