证券日报网讯 2月2日，悦安新材在互动平台回答投资者提问时表示，公司全资子公司宁夏悦安金属软 磁微纳粉体生产示范线目前处于试生产阶段，尚未形成金红石产品批量外销，现阶段产品价格及毛利率 暂不具备参考性。 （文章来源：证券日报） ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月29日，悦安新材涨6.17%，成交额2.01亿元。两融数据显示，当日悦安新材获融资买入额1431.35万 元，融资偿还1807.66万元，融资净买入-376.31万元。截至1月29日，悦安新材融资融券余额合计1.74亿 元。 责任编辑：小浪快报 融资方面，悦安新材当日融资买入1431.35万元。当前融资余额1.74亿元，占流通市值的3.66%，融资余 额超过近一年60%分位水平，处于较高位。 截至9月30日，悦安新材股东户数5289.00，较上期增加21.92%；人均流通股27188股，较上期减少 17.98%。2025年1月-9月，悦安新材实现营业收入3.21亿元，同比增长3.19%；归母净利润6141.58万元， 同比增长9.04%。 分红方面，悦安新材A股上市后累计派现1.84亿元。近三年，累计派现1.33亿元。 融券方面，悦安新材1月29日融券偿还0.00股，融券卖出0.00 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 603045 | 福达台金 | 26.80 | -6.94% | | 12.70万 | 3.49 Z | | 300811 | 铂科新材 | 79.30 | -4.18% | | 12.50万 | 10.18亿 | | 061889 | 云路股份 | 99.39 | -4.12% | | 2.27万 | 2.33亿 | | 688102 | 斯瑞新材 | 40.94 | -3.58% | 1 | 25.21万 | 10.59亿 | | 300855 | 图南股份 | 38.02 | -3.08% | | 8.41万 | 3.27亿 | | 920751 | 惠同新材 | 25.22 | -2.85% | | 1.81万 | 4621.50万 | | 688456 | 有研粉材 | 60.57 | -2.70% | | 4.63万 | 2.84亿 | | 000969 | 安泰科技 | 24.56 | -2.46% | | 53.34 ...

每经记者：黄宗彦 每经编辑：吴永久 每次上市公司实控人的"离婚账本"一摊开，总能牵动投资者的神经。 近日，申通快递实控人之一陈小英在离婚14年后，被前夫起诉索要公司2028.4万股。按公告当日（1月21日）公司的收盘价13.78元/股计算，这部分股权对应 的市值约为2.8亿元。 事实上，这样的"离婚分割股权大戏"并不少见。《每日经济新闻》记者统计发现，2025年全年共有12家上市公司因实控人离婚卷入股权分割，股权分割的总 市值从公告当日的57.83亿元涨到年底的63.21亿元，并且没有实控人及前任实施减持。 这些案例里，有的通过和平协商分家产，有的通过法院裁决，甚至有人直接通过离婚拿到了公司控制权。 中国人民大学财政金融学院教授郑志刚向《每日经济新闻》记者分析表示，上市公司的重要特点是所有权与经营权分离，理论上股权归属并不一定会影响企 业的经营方式。并且，在利益回报面前，实控人夫妻即便离婚并且分割股权，后续双方可能在公司经营、战略等关键问题上仍保持立场一致。 2025年A股12家公司实控人离婚分割股权，单笔最高分割11.98亿元市值 在这些案例中，善水科技的结局较为独特。公司在去年10月20日的公告中表示，实 ...

Core Insights - The report highlights a bullish outlook for the metals sector, driven by macroeconomic factors such as the Federal Reserve's interest rate cuts and a recovering global economy, particularly in China [3][44] - Key investment themes for 2026 include expanding demand for precious metals like gold and silver, improving fundamentals for aluminum and copper, strategic opportunities in rare earths, and supply-side disruptions due to overcapacity in certain sectors [3][4] Group 1: Precious Metals - The report suggests a long-term bullish view on gold, with expectations of price increases driven by anticipated interest rate cuts and geopolitical tensions, which enhance gold's appeal as a safe-haven asset [3][44] - Silver is also highlighted as a key investment opportunity due to its high price ratio to gold, indicating potential for significant price appreciation [3] - Specific companies to watch include Shandong Gold (600547.SH) and Zijin Mining (601899.SH), which are expected to benefit from increased production and operational efficiencies [4] Group 2: Industrial Metals - The report notes that aluminum and copper are set to see improved profitability due to lower production costs and increased demand, particularly in the context of infrastructure investments [3][4] - Companies such as Zhongfu Industrial (600595.SH) and Zijin Mining (601899.SH) are identified as having strong positions in the copper market, with expected profit growth [4] - The report emphasizes the importance of monitoring supply chain dynamics, particularly in copper, where inventory levels are shifting significantly [18][58] Group 3: Rare Earths and Strategic Metals - The report identifies rare earth elements as a critical area for investment, particularly in light of geopolitical tensions between the US and China, which may create opportunities for companies involved in rare earth mining and processing [3][4] - Companies like Northern Rare Earth (600111.SH) and China Rare Earth (000831.SZ) are highlighted for their potential to benefit from price increases in rare earth materials [4] Group 4: Energy Metals - The report discusses the rebound in lithium and nickel prices, driven by strong demand from the battery sector, with specific mention of companies like Tianqi Lithium (002466.SZ) and Ganfeng Lithium (002460.SZ) [4][27] - The expected growth in energy storage solutions is also noted as a significant driver for demand in these metals [4] Group 5: Overall Market Performance - The overall performance of the non-ferrous metals sector is noted to have outperformed the broader market, with a cumulative increase of 96.46% in 2025 compared to a 21.65% increase in the Shanghai Composite Index [33][35] - The report indicates that while the sector has seen significant gains, valuations are currently at historical averages, suggesting potential for further growth [35]

Core Viewpoint - The company emphasizes the importance of supply chain stability and cost control, actively optimizing its production processes to mitigate raw material market fluctuations [1] Group 1: Supply Chain Management - The company maintains long-term stable relationships with key suppliers and customers, ensuring a steady supply and pricing of carbonyl iron powder based on market demand and cost structure [1] - The pricing of carbonyl iron powder is determined through mutual negotiation, reflecting current market conditions [1] Group 2: Cost Management Strategies - The company employs process upgrades and large-scale production to reduce costs and absorb some of the pressure from rising raw material prices [1] - The company possesses a certain degree of cost transfer capability due to the technical barriers of carbonyl iron powder and the long-term cooperation with customers [1] Group 3: Future Outlook - The company will continue to monitor commodity and metal market price trends, dynamically assessing costs and market changes [1] - The company aims to enhance supply chain collaboration and maintain open and transparent communication with customers to foster a healthy industry chain and win-win cooperation [1]

Core Viewpoint - The wave-absorbing materials industry in China is experiencing unprecedented growth opportunities driven by the proliferation of 5G/6G communication technologies, explosive growth in the electric vehicle industry, and accelerated modernization of national defense. The market size is projected to grow from 9.2 billion yuan in 2019 to 15.2 billion yuan by 2024, with a compound annual growth rate (CAGR) of 10.6% [1][6]. Industry Overview - Wave-absorbing materials are designed to absorb or significantly reduce electromagnetic wave energy, thereby minimizing interference. They are required to have high absorption rates across a wide frequency range, as well as lightweight, temperature resistance, moisture resistance, and corrosion resistance [2][3]. - The classification of wave-absorbing materials includes absorption-type, interference-type, and various loss mechanisms such as resistive, dielectric, and magnetic loss types [2]. Industry Value Chain - The upstream raw materials for wave-absorbing materials include non-ferrous metals such as iron, copper, nickel, chromium, silicon, titanium, and aluminum. The midstream involves the production and manufacturing of wave-absorbing materials, while the downstream applications span electric vehicles, 5G communication, consumer electronics, and photovoltaic energy storage [3][4]. Current Industry Status - The global market for wave-absorbing materials is on an upward trend, expected to reach 6.138 billion USD by 2024, reflecting a year-on-year increase of 6.8%. This growth is primarily driven by demand in military, aerospace, communication, and electronic information sectors [5][6]. Competitive Landscape - Historically, the wave-absorbing materials market has been dominated by foreign manufacturers such as ARC, 3M, DuPont, Henkel, TDK, and NEC. However, domestic companies in China are advancing technologically, with firms like Shenzhen Feirongda Technology Co., Ltd., Beikong Technology Co., Ltd., and others achieving competitive product standards [7][8]. Industry Development Trends 1. **Performance Improvement**: Future developments will focus on enhancing performance in high-frequency absorption, wide frequency coverage, and multifunctional integration. The rise of 5G/6G communication and millimeter-wave radar technologies necessitates materials that maintain excellent absorption performance at high frequencies [9]. 2. **Application Expansion**: Initially used in military applications, wave-absorbing materials are now extending into civilian sectors, including smart vehicles and IoT, where they help mitigate electromagnetic interference and enhance system reliability [10][11]. 3. **Green and Intelligent Transformation**: The industry is moving towards smart manufacturing and green production practices, emphasizing the use of eco-friendly raw materials and low-emission processes, such as water-based coating technologies [12].

Group 1 - The metal new materials sector increased by 3.43% on January 5, with Longda Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Longda Co., Ltd. saw a closing price of 28.90, with a significant increase of 11.15% and a trading volume of 116,200 shares [1] Group 2 - The sector experienced a net outflow of 380 million yuan from institutional investors, while retail investors saw a net inflow of 313 million yuan [2] - The trading data indicates that the stock of Youyan Powder Materials decreased by 9.01%, closing at 70.70 yuan [2] - The stock of Longda Co., Ltd. had a net inflow of 28.44 million yuan from institutional investors, but a net outflow of 35.07 million yuan from speculative investors [3]

Group 1 - The company has received approval for trial production of its carbonyl iron powder demonstration line, which will add an annual production capacity of 3,000 tons [2] - The current phase of the project focuses on completing the full production process debugging and ensuring process stability and product quality [2] - For the first quarter of 2026, the company expects limited output during the debugging and troubleshooting phase, which will not significantly impact the quarterly performance [2]

Group 1 - The core viewpoint of the article is that the company, Yuean New Materials (688786.SH), has received inquiries about the application of carbonyl iron powder in maglev trains, but currently lacks direct information on this specific application [2]. Group 2 - The company produces carbonyl iron powder, which can be used in the manufacturing of inductors and other electronic components, widely applicable in various electronic device fields [2].