编辑丨张伟贤 20倍大牛股上纬新材，昨日（10月10日）晚间公告停牌核查结果，宣布拟下周一（10月13日）复牌。 此前智元机器人收购上纬新材股权，一度被市场视为"要搞资产整合"。此次上纬新材在公告重申，收购方未来十二个月内不存在资产重组计划。未来36个 月内，智元创新不存在通过上市公司借壳上市的计划或安排。 记者丨邓浩 此外，同样在昨日，有市场传言称，智元机器人计划明年在香港上市，已聘请中金公司、中信证券和摩根士丹利负责其股票发行事宜，目标估值为51亿至 64亿美元。10月11日，智元机器人相关负责人对记者澄清此为不实信息。 智元入主掀连板 7月8日，上纬新材一口气连发三份股权转让协议及股权要约收购报告。 其中，智元恒岳拟以协议转让方式受让上纬新材控股股东SWANCOR萨摩亚持有的公司1.01亿股股份，占公司总股本的24.99%；致远新创合伙拟以协议转 让的方式受让SWANCOR萨摩亚所持有的公司240.09万股股份和金风投控所持有的公司1776.73万股股份，合计约占公司总股本的5%。 9月25日晚间，上纬新材称因股价自7月以来多次触及股票交易异常波动及严重异常波动情形，最近两个交易日连续涨停，且市场有关于 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 20倍大牛股下周一复牌，控股股东否认赴港IPO 记者丨邓浩 20倍大牛股上纬新材，昨日（10月10日）晚间公告停牌核查结果，宣布拟下周一（10月13日）复牌。 此前智元机器人收购上纬新材股权，一度被市场视为"要搞资产整合"。此次上纬新材在公告重申，收购 方未来十二个月内不存在资产重组计划。未来36个月内，智元创新不存在通过上市公司借壳上市的计划 或安排。 此外，同样在昨日，有市场传言称，智元机器人计划明年在香港上市，已聘请中金公司、中信证券和摩 根士丹利负责其股票发行事宜，目标估值为51亿至64亿美元。10月11日，智元机器人相关负责人对记者 澄清此为不实信息。 | 证券代 | 证券简称 | 停复牌 | 停牌起 | 停牌 | 停牌终止日 | 氢牌日 | | --- | --- | --- | --- | --- | --- | --- | | 码 | | 类型 | 始日 | 期间 | | | | 688585 | 上纬新材 | A 股 | | | 2025/10/10 | 2025/10/13 | | | | 复牌 | | | | | ...

记者丨邓浩 编辑丨张伟贤 20倍大牛股上纬新材，昨日（10月10日）晚间公告停牌核查结果，宣布拟下周一（10月13 日）复牌。 此前智元机器人收购上纬新材股权，一度被市场视为"要搞资产整合"。此次上纬新材在公告重 申，收购方未来十二个月内不存在资产重组计划。未来36个月内，智元创新不存在通过上市公 司借壳上市的计划或安排。 此外，同样在昨日，有市场传言称，智元机器人计划明年在香港上市，已聘请中金公司、 中信证券和摩根士丹利负责其股票发行事宜，目标估值为51亿至64亿美元。10月11日，智 元机器人相关负责人对记者澄清此为不实信息。 智元入主掀连板 7月8日，上纬新材一口气连发三份股权转让协议及股权要约收购报告。 其中，智元恒岳拟以协议转让方式受让上纬新材控股股东SWANCOR萨摩亚持有的公司1.01亿 股股份，占公司总股本的24.99%；致远新创合伙拟以协议转让的方式受让SWANCOR萨摩亚 所持有的公司240.09万股股份和金风投控所持有的公司1776.73万股股份，合计约占公司总股 本的5%。 | 证券代 | 证券简称 | 停复牌 | 停牌起 | 停牌 | 停牌终止日 | 复牌日 | | --- | -- ...

上市公司最新公告称，公司已关注到近期市场存在部分媒体关于"上纬新材与实际控制人邓泰华及其控 制的智元创新（上海）科技有限公司（以下简称智元创新）相关资产进行整合"的讨论与报道。 但经核实，截至目前，收购方上海智元恒岳科技合伙企业（有限合伙）（以下简称智元恒岳）及其一致 行动人上海致远新创科技设备合伙企业（有限合伙）（以下简称致远新创合伙）不存在未来12个月内对 上市公司及其子公司的资产和业务进行出售、合并、与他人合资或合作的明确计划，不存在上市公司拟 购买或置换资产的明确重组计划。截至目前，未来36个月内，智元创新不存在通过上市公司"借壳上 市"的计划或安排。 同时，上纬新材于2025年9月24日收到智元恒岳就本次要约收购事宜出具的《上纬新材料科技股份有限 公司要约收购报告书》，要约收购价格、拟要约收购股数等相关内容均无变化。 上纬新材表示，目前公司基本面未发生重大变化，主营业务未发生重大变化，生产经营未发生重大变 化，市场环境或行业政策未发生重大调整。 上纬新材今年上半年营收同比增长12.5%至7.84亿元，归母净利润同比下滑32.91%至2990.04万元，扣非 净利润同比下滑37.02%至2604.14 ...

Group 1 - Northern Rare Earth announced a net profit forecast for the first three quarters of 2025, estimating a profit of 1.51 billion to 1.57 billion yuan, representing a year-on-year increase of 272.54% to 287.34% [2] - The company has implemented measures to adapt to market changes, enhance budget management, reduce costs, and improve efficiency, leading to significant growth in production and sales of its main products [2] - The trading price of rare earth concentrates for the fourth quarter of 2025 has been adjusted to 26,205 yuan per ton (excluding tax), reflecting a 37.13% increase from the previous quarter's price of 19,109 yuan per ton [2] Group 2 - Upwind New Materials plans to resume trading on October 13, 2025, after being suspended due to abnormal trading fluctuations [4] - The stock price of Upwind New Materials surged by 1,597.94% from July 9 to September 25, 2025, with a closing price of 132.1 yuan per share on the last trading day [4] - The company's price-to-earnings ratio is significantly higher than the industry average, with the latest ratio at 719.93 compared to the industry average of 26.96 [4] Group 3 - Next week, 40 stocks will face a total unlock market value exceeding 79 billion yuan, with significant contributions from companies like China Merchants Port and Meihua Medical [5][6][7] - China Merchants Port will have 577 million shares unlocked, with a market value of 11.967 billion yuan, while Meihua Medical will have 412 million shares unlocked, valued at 9.804 billion yuan [6][7] - Stocks such as Xinkai Technology and Dingyang Technology have relatively low unlock pressure, with market values below 100 million yuan [8] Group 4 - Among the stocks facing unlock, Meihua Medical, Anda Intelligent, and Kecuan Technology have the highest unlock ratios, exceeding 50% [9] - The average stock price of the 40 stocks that will be unlocked has increased by 4.66% since September [10] - Demingli has the highest increase at 109.92%, with 624,200 shares facing unlock next week, valued at 12.4 million yuan [10] Group 5 - Shenghui Integrated has received attention from 30 institutions since September, maintaining an optimistic outlook for its performance in the second half of the year, particularly in semiconductor and high-end panel production [11] - Companies like China Merchants Port and Qingnong Commercial Bank reported net profits exceeding 1 billion yuan in the first half of the year [11] - Several stocks facing unlock, including Haichuang Pharmaceutical-U and Zhongke Jincai, reported losses in the first half of the year [11]

上纬新材最新滚动市盈率高达719.93倍。 20倍大牛股上纬新材，昨日（10月10日）晚间公告停牌核查结果，宣布拟下周一（10月13日）复牌。 此前智元机器人收购上纬新材股权，一度被市场视为"要搞资产整合"。此次上纬新材在公告重申，收购方未来十二个月内不存 在资产重组计划。未来36个月内，智元创新不存在通过上市公司借壳上市的计划或安排。 此外，同样在昨日，有市场传言称，智元机器人计划明年在香港上市，已聘请中金公司（601995）、中信证券和摩根士丹利负 责其股票发行事宜，目标估值为51亿至64亿美元。10月11日，智元机器人相关负责人对记者澄清此为不实信息。 | 证券代 | 证券简称 | 停复牌 | 停牌起 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 码 | | 类型 | 始日 | 期间 | | | | 688585 | 上纬新材 | A 股 | | | 2025/10/10 | 2025/10/13 | | | | 复牌 | | | | | （图片来源：上纬新材公告） 智元入主掀连板 7月8日，上纬新材一口气连发三份股 ...

54个交易日狂涨近1600%的"大妖股"上纬新材，复牌时间正式敲定！ 公司警告：已脱离基本面 上述两部分完成后，智元系合计控制上纬新材约66.99%的股权，整体交易总金额约21亿元。 公司指出，收购方智元恒岳及其一致行动人致远新创合伙，在未来12个月内不存在对上市公司及其子公 司资产、业务进行出售、合并或与他人合资合作的明确计划，亦无明确资产购买或置换安排。此外，截 至目前，智元创新在未来36个月内也不存在通过上市公司实现借壳上市的计划或安排。 此次收购源于今年7月，上纬新材公布的要约收购方案。交易分为"股份转让"与"要约收购"两个步骤实 施： 首先，智元恒岳与其一致行动人致远新创通过协议转让方式，合计取得上市公司29.99%的股份，转让 总价款为9.41亿元。随后，智元恒岳拟以每股7.78元的价格，收购约1.49亿股公司股份，占总股本的 37%，所需最高资金总额约11.61亿元。 | 股份种类 | 要约价格 | 预定收购股份数量 | 占上纬新材已发行股 | | --- | --- | --- | --- | | | (元/股) | (股) | 份总数的比例 | | 人民币普通股(A股) | 7.78 | 1 ...

每经记者｜蔡鼎 每经编辑｜文多 上纬新材回顾称，公司股票交易多次触及股票交易异常波动、严重异常波动情形。2025年7月9日—2025 年9月26日期间，公司股票交易8次触及股票交易异常波动情形，7次触及股票交易严重异常波动情形， 公司已累计发布16次异常波动、严重异常波动、交易风险提示公告，提示股票交易风险。 盘面上，停牌核查前一个交易日（9月25日），上纬新材"20cm"涨停，收盘价报132.1元/股，再创历史 新高。据Wind金融终端数据，在年初至9月25日收盘的这段时间里，上纬新材累计涨幅约1892%，在A 股排名第一。 图片来源：Wind截图 上纬新材表示，公司外部流通盘较小。截至2025年10月10日，公司控股股东智元恒岳、公司控股股东一 致行动人致远新创合伙、公司原控股股东"SWANCOR萨摩亚"、公司持股5%以上股东"STRATEGIC萨摩 亚"合计持有股票占公司A股比例约为84%，其余A股外部流通股占公司A股比例约为16%，占比相对较 小。同时，公司市盈率显著高于行业平均水平。 上纬新材进一步称，目前公司基本面未发生重大变化，但近期公司股票交易价格已严重脱离公司目前的 基本面情况，公司股价存在 ...

Group 1: Government and Regulatory Updates - The State Council Information Office will hold a press conference on October 11 to discuss the achievements in high-quality development during the 14th Five-Year Plan period, focusing on urban and rural construction [1] - The Ministry of Industry and Information Technology (MIIT) is soliciting opinions on a draft notice to conduct commercial trials for satellite IoT services, aimed at supporting the healthy development of emerging industries like commercial aerospace and low-altitude economy [3] - The Financial Regulatory Bureau has issued a notice to strengthen the regulation of non-auto insurance businesses, focusing on issues like optimizing assessment mechanisms and improving underwriting and claims services [2] Group 2: Company News and Financial Performance - New Lai Fu plans to acquire 100% equity of Jin Nan Magnetic Materials for 1.054 billion yuan, which is expected to constitute a major asset restructuring [5] - Jin Ling Mining reported a net profit of 220 million yuan for the first three quarters, a year-on-year increase of 47.09% [6] - North Rare Earth expects a net profit of 1.51 billion to 1.57 billion yuan for the first three quarters, representing a year-on-year growth of 272.54% to 287.34% [6] - China Energy Construction announced that its joint venture has signed three renewable energy contracts worth approximately 2.745 billion USD, equivalent to about 19.554 billion yuan [8] - China Power Construction has signed contracts for two solar projects in Saudi Arabia, with a total contract value of approximately 117.19 billion yuan [8]

Core Viewpoint - The upcoming week will see a significant unlocking of shares, with a total market value exceeding 79 billion yuan, which may impact stock prices and market dynamics [6]. Group 1: Company Performance - Northern Rare Earth announced a forecast for the first three quarters of 2025, expecting a net profit attributable to shareholders of 1.51 billion to 1.57 billion yuan, representing a year-on-year increase of 272.54% to 287.34% [2]. - The company has implemented measures to enhance budget management, reduce costs, and improve efficiency, leading to a substantial increase in the production and sales volume of its main products [2]. - Northern Rare Earth adjusted the trading price of rare earth concentrate for Q4 2025 to 26,205 yuan/ton, reflecting a 37.13% increase from the previous quarter's price of 19,109 yuan/ton [2]. Group 2: Stock Unlocking Events - A total of 40 stocks will face unlocking next week, with a combined market value of over 79 billion yuan based on the latest closing prices [6]. - Notable stocks include China Merchants Port, which will have 577 million shares unlocked, amounting to a market value of 11.967 billion yuan, and Meihua Medical, with 412 million shares unlocking, valued at 9.804 billion yuan [6]. - The unlocking pressure is relatively lower for stocks like Xinkai Technology and Dingyang Technology, with unlocking values below 100 million yuan [6]. Group 3: Institutional Attention - Among the stocks facing unlocking, the average price increase since September is 4.66%, with Demingli leading at a 109.92% increase [7]. - Companies like Ruide Intelligent and Shenghui Integration have received significant institutional attention, with Ruide Intelligent reporting 50 institutional surveys and a market value of 5.93 billion yuan facing unlocking [7]. - Shenghui Integration is optimistic about its performance in the second half of the year, particularly in semiconductor and high-end panel production, leveraging its strong technical foundation and customer resources [7]. Group 4: Financial Performance of Unlocking Stocks - Several stocks facing unlocking, including Haichuang Pharmaceutical-U and Zhongke Jincai, reported losses in the first half of the year [8]. - In contrast, companies like China Merchants Port and Dongfang Electric reported net profits exceeding 1 billion yuan in the same period [8].