工信部等8部门印发《有色金属行业稳增长工作方案》提出，实施新一轮找矿突破战略行动，加强铜、 铝、锂、镍、钴、锡等资源调查与勘探，形成一批找矿新成果。适时丰富重要有色金属期货交易品种和 金融衍生品种。做好重要品种国家储备。加强相关国有企业考核引导，更多鼓励资源开发、技术创新和 成果转化。2025—2026年，有色金属行业增加值年均增长5%左右。 格隆汇9月29日｜A股市场有色金属概念股走强，其中，博迁新材、钒钛股份10CM涨停，盛达资源、银 河磁体涨超6%，中矿资源、赣锋锂业、深圳新星、兴业银锡、昆工科技涨超4%，鹏欣资源、天马新 材、铂科新材、铜陵有色、众源新材、永杉锂业、中国铝业涨超3%。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 605376 | 博计新材 | 1 | 10.00 | 156亿 | 106.32 | | 000629 | 钢钛股份 | | 10.00 | 286亿 | 6.94 | | 000603 | 盛达资源 | 1 | 6.64 | ...

Core Viewpoint - 博迁新材 has signed a strategic cooperation agreement with Company X, expecting to sell between 5,420 tons and 6,495 tons of nickel powder from August 2025 to December 2029, with estimated sales amounting to approximately 4.3 billion to 5 billion yuan [1] Group 1: Strategic Cooperation Agreement - The agreement stipulates that the sales amount is subject to actual sales orders, with potential uncertainties due to force majeure or unforeseen factors [1] - The expected sales amount is based on current product prices and exchange rates, indicating a significant revenue opportunity for 博迁新材 [1] Group 2: Impact on Performance - 博迁新材 anticipates that the agreement will positively impact its operating performance in the current and future periods, although revenue recognition may have uncertainties due to delivery cycles [4] - The company reported a revenue of approximately 519 million yuan in the first half of 2025, representing an 18.30% year-on-year increase, and a net profit of approximately 106 million yuan, reflecting a 93.34% increase compared to the previous year [8] Group 3: Industry Trends and Product Demand - The rapid development of artificial intelligence (AI) is benefiting 博迁新材, as AI servers require significantly more MLCC, which in turn increases the demand for nickel powder [4][5] - The company is optimizing its product structure in response to the growing demand for MLCC and adapting its copper powder products to meet customer needs [5] Group 4: Production Capacity and Future Prospects - As of mid-2025, 博迁新材 has 145 production lines for nickel powder and 20 for copper powder, with nickel powder lines operating at full capacity and copper powder lines at 50% utilization [6] - The company is also developing new technologies for producing various metal and non-metal powders, which may expand its market applications beyond electronic components [6]

有色金属板块高开，镍方向领涨，博迁新材涨停，盛达资源、湘潭电化、兴业银锡、白银有色跟涨。 ...

Core Viewpoint - 博迁新材 has signed a strategic cooperation agreement with Company X to supply nickel powder, with expected sales amounting to approximately 4.3 billion to 5 billion yuan from 2025 to 2029 [1][2] Group 1: Agreement Details - The agreement stipulates that 博迁新材 will be the exclusive supplier of nickel powder to Company X in China, while Company X will have exclusive purchasing rights for specific product models [1] - The expected sales volume is between 5,420 to 6,495 tons of nickel powder, translating to an estimated sales revenue of 4.3 billion to 5 billion yuan [1] - Company X is required to notify 博迁新材 of monthly purchasing quantities 30 days in advance to ensure stable supply chain management [1] Group 2: Pricing Mechanism - 博迁新材 will use a pricing model based on "average raw material prices + processing fees," with adjustments made through friendly negotiations if significant market price changes occur [2] - The revenue from this agreement is expected to positively impact the company's performance in the current and subsequent periods, although specific income recognition may vary due to delivery timelines [2] Group 3: Industry Context - The MLCC industry is entering a new growth cycle, with a projected global market size increase of 7% to 104.2 billion yuan in 2024, and further growth to 112 billion yuan in 2025 [3] - 博迁新材 has 145 operational nickel powder production lines and 20 copper powder production lines, with nickel powder lines currently at full capacity [3] - The company aims to optimize its product structure and increase R&D investment in high-performance powders to capitalize on the growing demand in the AI server and electric vehicle markets [3]

每经记者｜朱成祥 每经编辑｜魏官红 丨 2025年9月29日 星期一 丨 NO.1 盐湖股份：4万吨/年基础锂盐一体化项目投料试车 点评：盐湖股份4万吨/年基础锂盐一体化项目投料试车，标志着中国盐湖提锂技术实现工业化突破。短 期关注产能爬坡进度及锂价反弹节奏；长期来看，盐湖股份依托资源垄断+成本优势，有望成为全球锂 盐市场定价权争夺者。不过，也需要注意水资源对盐湖提锂的限制。 NO.2 博迁新材：签订合作协议，估算销售镍粉产品43亿元至50亿元 9月28日，盐湖股份公告称，公司4万吨/年基础锂盐一体化项目已基本建成，关键装置吸附提锂装置试 车产出合格液，纳滤反渗透系统完成膜安装及水联动，沉锂及公辅工程完成核心设备单机试车，正式进 入投料试车阶段并产出合格的电池级碳酸锂产品。项目投料试车将提升公司锂盐产能规模，增强市场竞 争力、盈利能力和抗风险能力。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自 担。 NO.3 智光电气：拟购买控股子公司智光储能股权，股票停牌 9月28日，智光电气公告称，公司正在筹划以发行股份及支付现金的方式购买控股子公司智光储能的全 部或部分少数股权，同时 ...

Core Viewpoint - 博迁新材 has signed a strategic cooperation agreement with X Company to supply nickel powder, with expected sales amounting to approximately 4.3 billion to 5 billion yuan from 2025 to 2029 [1][2] Group 1: Agreement Details - The agreement stipulates that 博迁新材 will be the exclusive supplier of nickel powder to X Company in China, while X Company will have exclusive purchasing rights for specific product models [1] - The expected sales volume is between 5,420 to 6,495 tons of nickel powder, translating to an estimated sales revenue of 4.3 billion to 5 billion yuan [1] - X Company is required to notify 博迁新材 of monthly procurement quantities 30 days in advance to ensure stable supply chain management [1] Group 2: Pricing Mechanism - 博迁新材 will use a pricing model based on "average raw material prices + processing fees," with adjustments made through friendly negotiations if market prices change significantly [2] - The revenue from this agreement is expected to positively impact the company's performance in the current and future periods, although specific income recognition may vary due to delivery timelines [2] Group 3: Company Performance and Market Outlook - 博迁新材 reported a sales revenue of 519 million yuan in the first half of 2025, representing an 18.3% year-on-year increase, and a net profit of 106 million yuan, up 93.34% year-on-year [2] - The company is positioned to benefit from the ongoing growth in the MLCC industry, which is projected to grow by 7% in 2024 and reach a market size of 112 billion yuan by 2025 [3] - 博迁新材 plans to optimize its product structure and increase R&D investment in high-performance powders to maintain its leading position in the industry, particularly in the context of rising demand from AI infrastructure and electric vehicles [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码： 605376 证券简称：博迁新材 公告编号：2025-045 江苏博迁新材料股份有限公司 关于签署日常经营重大合同的公告 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。 重要内容提示： ● 合同类型及金额：江苏博迁新材料股份有限公司（以下简称"公司"）及子公司宁波广新进出口有限公 司（以下简称"广新进出口"）与某公司（以下简称"X公司"）签署了《战略合作协议书》（以下简称"协 议书"）。协议书约定，公司及广新进出口自2025年8月起至2029年12月31日间预计向X公司销售5420～ 6495吨符合双方约定规格的镍粉产品（以下简称"产品"），具体销售价格在目前价格基础上经友好协商 确定。如按照预计数量、公司目前产品售价及汇率估算，协议销售金额约为43～50亿元（最终以实际销 售订单结算为准），达到《上海证券交易所股票上市规则》规定的披露标准。 ● 特别风险提示： 1、协议双方均具有履约能力，协议书中约定MLCC市场及/或X公司需求发生变化，X公司和公司相应 调 ...

Group 1 - *ST Tianmao's stock will be delisted on September 30, 2025 [1] - Duori Pharmaceutical is planning a change in control and will suspend trading from September 29 [2] - Zhonghuan Environmental is also planning a change in control and will suspend trading from September 29 [3] Group 2 - Yidao Information is planning to acquire Langguo Technology and become its controlling shareholder, suspending trading from September 29 [3] - Zhiguang Electric is planning to purchase minority stakes in its subsidiary Zhiguang Energy, suspending trading from September 29 [4] - Guanzhong Ecology's controlling shareholder intends to change to Deep Blue Finance Whale, with trading resuming on September 29; the company plans to acquire 51% of Hangzhou Actuary [5] Group 3 - Xindazheng intends to acquire 75.15% of Jiaxin Liheng to expand its business reach [6] - Boqian New Materials signed a strategic cooperation agreement, estimating sales of nickel powder products between 4.3 billion to 5 billion yuan [7] - Zhongxin Co. faces significant impact from the U.S. Department of Commerce's final ruling on anti-dumping investigations against thermoplastic molded fiber products from China and Vietnam [7] Group 4 - Xin Guang Optoelectronics' chairman and general manager, Kang Weimin, has been placed under detention measures [8] - Yalake Co. has commenced trial production for its 40,000 tons/year integrated lithium salt project [9] - United Precision's two actual controllers plan to collectively reduce their holdings by no more than 3% [10] Group 5 - Keli'er's actual controller and chairman, Nie Pengju, plans to reduce his holdings by no more than 2% [11] - Jinhaitong's Xunuo Investment plans to reduce its holdings by no more than 3% [12] - Jingsong Intelligent's Anyuan Investment plans to reduce its holdings by no more than 2.68% [13]

每经AI快讯，9月28日，博迁新材(605376.SH)公告称，公司及子公司广新进出口与X公司签署《战略合 作协议书》，预计自2025年8月起至2029年12月31日间向X公司销售5420～6495吨镍粉产品，预计销售 金额约43亿元～50亿元。该合同为日常经营相关的销售合作协议，有助于公司与客户建立长期稳定的合 作关系，预计将对公司本年度及以后期间的经营业绩产生积极影响。 （文章来源：每日经济新闻） ...

博迁新材（605376）(605376.SH)公告，公司及子公司宁波广新进出口有限公司(简称"广新进出口")与某 公司(简称"X公司")签署了《战略合作协议书》。协议书约定，公司及广新进出口自2025年8月起至2029 年12月31日间预计向X公司销售5420～6495吨符合双方约定规格的镍粉产品，具体销售价格在目前价格 基础上经友好协商确定。如按照预计数量、公司目前产品售价及汇率估算，协议销售金额约为43～50亿 元。 ...