Group 1 - The stock price of Xiamen Tungsten New Energy (688778) closed at 49.81 yuan as of August 1, 2025, representing a 3.49% increase from the previous week's price of 48.13 yuan [1] - The company reached a peak price of 54.08 yuan on July 29, 2025, and a low of 47.03 yuan on July 28, 2025 [1] - Xiamen Tungsten New Energy currently has a total market capitalization of 25.139 billion yuan, ranking 14th out of 95 in the battery sector and 668th out of 5149 in the A-share market [1] Group 2 - The company announced the redemption of 49.1998 million yuan of idle raised funds, generating a return of 248.28 thousand yuan [1] - A meeting was held on August 1, 2024, where the company approved the use of up to 500 million yuan of idle raised funds for cash management, with a resolution valid for 12 months [1] - The company has frequently utilized idle raised funds for cash management over the past twelve months, involving various financial institutions and focusing on principal-protected products [1]

Core Insights - Two companies listed on the Sci-Tech Innovation Board have released their performance forecasts for the first half of 2025, indicating strong growth in both revenue and net profit [1] Company Performance Summary - **Tiande Yu (天德钰)**: - Expected revenue for H1 2025: 1.208 billion yuan, a year-on-year increase of 43.35% - Expected net profit for H1 2025: 152 million yuan, a year-on-year increase of 50.89% - Basic earnings per share: 0.3800 yuan - Weighted average return on equity: 6.78% - Scheduled disclosure date: August 26, 2025 [1] - **Xiamen Tungsten New Energy (厦钨新能源)**: - Expected revenue for H1 2025: 7.534 billion yuan, a year-on-year increase of 18.04% - Expected net profit for H1 2025: 307 million yuan, a year-on-year increase of 27.76% - Basic earnings per share: 0.7300 yuan - Weighted average return on equity: 3.44% - Scheduled disclosure date: August 21, 2025 [1]

Group 1 - The core viewpoint of the news is that Xiamen Xuchun New Energy Materials Co., Ltd. has shown a mixed financial performance in its latest quarterly report, with a decrease in total revenue but an increase in net profit [1] - As of August 1, 2025, the stock price of Xiamen Xuchun New Energy closed at 49.81 yuan, reflecting a 1.24% increase with a trading volume of 52,600 lots and a transaction amount of 264 million yuan [1] - The company reported total operating revenue of 2.977 billion yuan for the first quarter of 2025, a year-on-year decrease of 9.77%, while the net profit attributable to shareholders was 117 million yuan, a year-on-year increase of 4.84% [1] Group 2 - The company has a liquidity ratio of 1.825, a quick ratio of 1.274, and a debt-to-asset ratio of 36.88% [1] - Xiamen Xuchun has made investments in 10 enterprises and participated in 5,000 bidding projects, indicating active engagement in the market [2] - The company holds 10 trademark registrations and 203 patents, along with 47 administrative licenses, showcasing its commitment to innovation and compliance [2]

Group 1 - The company held its 10th meeting of the 2nd Board of Directors and the 6th meeting of the 2nd Supervisory Board on August 1, 2024, where it approved the use of idle raised funds for cash management, with a limit not exceeding RMB 500 million [1] - The cash management decision is valid for 12 months from the date of approval, allowing for rolling use of funds within the specified limit and timeframe [1] - The Board of Directors authorized the chairman to exercise decision-making power and sign relevant legal documents, with the finance center responsible for implementation [1] Group 2 - As of the announcement date, the company had no current use of idle raised funds for cash management [2] - The company previously invested in structured deposit products and a reverse repurchase agreement, with a total principal of RMB 491.998 million and earnings of RMB 2.4828 million recently redeemed [2] - The redeemed principal and earnings have been transferred to the special account for raised funds [2]

Core Viewpoint - Xiamen Tungsten New Energy (688778) experienced a decline in stock price, closing at 49.2 yuan on July 31, 2025, down 2.32% with a trading volume of 53,800 shares and a total transaction value of 269 million yuan [1]. Trading Information Summary - On July 31, the fund flow for Xiamen Tungsten New Energy was as follows: - Net outflow of main funds was 16.57 million yuan, accounting for 6.16% of the total transaction value - Net inflow of retail funds was 1.49 million yuan, accounting for 5.55% of the total transaction value - Net inflow of speculative funds was 166.42 thousand yuan, accounting for 0.62% of the total transaction value [2][4]. Company Announcement Summary - Xiamen Tungsten New Energy announced the use of part of its idle raised funds for cash management, with the following key points: - A meeting will be held on August 1, 2024, to review the proposal to use no more than 500 million yuan of idle raised funds for cash management, valid for 12 months with rolling use of funds - Recently, the company redeemed multiple structured deposits and reverse repurchase agreements, with a total principal of 491.998 million yuan and earnings of 2.4828 million yuan, which have been transferred to the special account for raised funds - Over the past twelve months, the company has frequently used idle raised funds for cash management involving various financial institutions, with products including structured deposits and reverse repurchase agreements, all of which are principal-protected products - As of the announcement date, the company has no current use of idle raised funds for cash management [2][4].

Core Viewpoint - Xiamen Xatong New Energy Materials Co., Ltd. has approved the use of idle raised funds for cash management, allowing up to RMB 500 million for investment in structured deposit products and other financial instruments [2]. Group 1: Cash Management Approval - The company held its second board meeting on August 1, 2024, where it approved the continued use of idle raised funds for cash management [2]. - The decision allows the company and its wholly-owned subsidiary, Xiamen Jinglu New Energy Materials Co., Ltd., to use up to RMB 500 million for cash management within a 12-month period [2]. - The board has authorized the chairman to exercise decision-making power and sign relevant legal documents regarding this cash management [2]. Group 2: Redemption of Financial Products - On February 17, 2025, the company subscribed to a structured deposit product with Xiamen International Bank for RMB 100 million [2]. - Additional subscriptions included RMB 75 million with Xiamen Bank on February 18, 2025, and RMB 220 million with Industrial and Commercial Bank of China on February 25, 2025 [2]. - The total principal of RMB 491.998 million and earnings of RMB 2.4828 million from these financial products have been redeemed and transferred to the special account for raised funds [2]. Group 3: Previous Cash Management Activities - As of the date of this announcement, the company has not engaged in any cash management activities using idle raised funds in the twelve months prior [3].

Group 1 - The core point of the article indicates that Xiamen XTC New Energy Materials Co., Ltd. (厦钨新能) experienced a decline in stock price, closing at 49.2 yuan, down 2.32% as of July 31, 2025 [1] - The company reported total revenue of 2.977 billion yuan for Q1 2025, a year-on-year decrease of 9.77%, while net profit attributable to shareholders was 117 million yuan, an increase of 4.84% [1] - The company has a current ratio of 1.825, a quick ratio of 1.274, and a debt-to-asset ratio of 36.88% [1] Group 2 - Xiamen XTC New Energy has made investments in 10 companies and participated in 5,000 bidding projects [2] - The company holds 10 trademark registrations and 203 patents, along with 47 administrative licenses [2]

证券代码：688778 证券简称：厦钨新能 公告编号：2025-044 厦门厦钨新能源材料股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 厦门厦钨新能源材料股份有限公司（以下简称"公司"）于 2024 年 8 月 1 日召开了公司第二届董事会第十次会议和第二届监事会第六次会议，审议通过了 《关于公司及全资子公司继续使用部分闲置募集资金进行现金管理的议案》，同 意公司及实施募投项目的全资子公司厦门璟鹭新能源材料有限公司使用额度不 超过人民币 5 亿元的闲置募集资金进行现金管理，现金管理决议的有效期限自公 司董事会审议通过之日起 12 个月内有效，在上述额度和期限范围内，资金可以 滚动使用。董事会授权董事长行使该项决策权及签署相关法律文件，具体事项由 公司财务中心负责组织实施。公司独立董事、监事会及保荐机构兴业证券股份有 限公司对上述事项发表了明确的同意意见。具体内容详见公司于 2024 年 8 月 3 日在上海证券交易所网站（www.sse.com.cn）刊载披露的《厦门厦钨新能源材料 股份有限公司关于公司及全资子公司继续使用部分闲置募集资金进行现金管理 的公告》（公告编号：2024-039）。 的 ...

科创板公司业绩快报 | 代码 | 简称 | 营业总收入（万 | 同比 | 净利润（万 | 净利润同比 | 半年报预约披露日 | | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | 元） | （%） | 期 | | 688252 | 天德钰 | 120815.19 | 43.35 | 15237.42 | 50.89 | 2025.08.26 | | 688778 | 厦钨新 能 | 753370.35 | 18.04 | 30689.46 | 27.76 | 2025.08.21 | 证券时报·数据宝统计显示，截至7月31日，共2家科创板公司发布了2025年上半年业绩快报。 天德钰预计2025年上半年实现营业收入12.08亿元，同比增长43.35%，实现净利润1.52亿元，同比增长 50.89%，基本每股收益为0.3800元，加权平均净资产收益率为6.78%。 厦钨新能预计2025年上半年实现营业收入75.34亿元，同比增长18.04%，实现净利润3.07亿元，同比增 长27.76%，基本每股收益为0.7300元，加权平均净资产收益率为3. ...

Core Viewpoint - The stock price of Xiamen Tungsten New Energy fell by 4.20% to 50.37 yuan on July 30, with a trading volume of 352 million yuan, indicating market volatility and investor sentiment [1] Company Performance - Xiamen Tungsten New Energy specializes in the research, production, and sales of lithium-ion battery cathode materials, which are widely used in the fields of new energy vehicles, energy storage, and consumer electronics [1] - The company's preliminary performance report for the first half of 2025 shows a revenue of 7.534 billion yuan, representing a year-on-year growth of 18.04%, and a net profit of 307 million yuan, reflecting a year-on-year increase of 27.76% [1] Market Activity - On July 30, the net outflow of main funds from the company amounted to 2.9381 million yuan, suggesting a potential shift in investor interest [1]