Group 1 - Northeast Securities expects a net profit of 1.477 billion yuan in 2025, a year-on-year increase of 69.06% [1] - Gansu Energy anticipates a net profit of 1.95 billion to 2.1 billion yuan in 2025, representing a year-on-year growth of 18.6% to 27.72% [2] - Ningbo Bank reports a projected net profit of 29.333 billion yuan in 2025, with an 8.13% year-on-year increase [3] Group 2 - Qianyuan Power forecasts a net profit of 567 million to 633 million yuan in 2025, indicating a year-on-year growth of 160% to 190% [5] - Batian Co. expects a net profit of 890 million to 980 million yuan in 2025, reflecting a year-on-year increase of 117.53% to 139.53% [6] - Tongfu Microelectronics anticipates a net profit of 1.1 billion to 1.35 billion yuan in 2025, with a year-on-year growth of 62.34% to 99.24% [7] Group 3 - Zhongyuan Nepe expects a net profit of 368 million to 428 million yuan in 2025, representing a year-on-year increase of 80.47% to 109.9% [8] - Huajin Co. predicts a net loss of 1.6 billion to 1.9 billion yuan in 2025, compared to a loss of 2.795 billion yuan in the previous year [9] - Xinghua Co. anticipates a net loss of 420 million to 560 million yuan in 2025, up from a loss of 380 million yuan in the previous year [4] Group 4 - Huayuan Holdings expects a net profit of 107 million to 118 million yuan in 2025, a year-on-year increase of 50.98% to 66.82% [12] - Taishan Petroleum forecasts a net profit of 130 million to 165 million yuan in 2025, indicating a year-on-year growth of 30.88% to 66.11% [13] - Jiuqi Software anticipates a net profit of 40 million to 60 million yuan in 2025, recovering from a loss of 156 million yuan in the previous year [21] Group 5 - Jin Fang Energy expects a net profit of 109 million to 143 million yuan in 2025, reflecting a year-on-year increase of 123.97% to 193.7% [16] - He Sheng New Materials anticipates a net profit of 152 million to 171 million yuan in 2025, representing a year-on-year growth of 55% to 75% [24] - Yuedong Microelectronics predicts a net loss of 340 million to 425 million yuan in 2025 [14] Group 6 - Aibo Medical plans to acquire at least 51% of Demai Medical, with an estimated valuation of the target company not exceeding 1 billion yuan [26] - Zhaoshang Shipping intends to build four 3000TEU container ships with a total investment of no more than 1.324 billion yuan [18] - Zhongtung High-tech's subsidiary has confirmed an increase in mineral resources, adding significant quantities of tungsten and other metals [27]

中钨高新股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有12个交易日股价刷新历史 纪录。截至09:59，该股目前上涨7.13%，股价报40.59元，成交4172.81万股，成交金额16.46亿元，换手 率2.89%，该股最新A股总市值达924.89亿元，该股A股流通市值586.39亿元。 证券时报·数据宝统计显示，中钨高新所属的有色金属行业，目前整体涨幅为1.26%，行业内，目前股价 上涨的有104只，涨幅居前的有盛新锂能、湖南白银、国城矿业等，涨幅分别为9.99%、9.19%、 8.75%。股价下跌的有33只，跌幅居前的有中孚实业、西部材料、宏创控股等，跌幅分别为6.31%、 3.81%、2.53%。 两融数据显示，该股最新（1月20日）两融余额为19.82亿元，其中，融资余额为19.69亿元，近10日增加 4.93亿元，环比增长33.37%。 公司发布的三季报数据显示，前三季度公司共实现营业收入127.55亿元，同比增长13.39%，实现净利润 8.46亿元，同比增长18.26%，基本每股收益为0.3821元，加权平均净资产收益率9.51%。（数据宝） （文章来源：证券时报网） ...

公司现有钨矿生产能力：柿竹园8000吨（预计27年到1万吨），远景钨业2600吨，还有三座矿山静待注入（新田岭 5 【招商机械】中钨高新：矿资源增储获突破，持续受益钨涨价东风 1/20，中钨高新公告，子公司柿竹园新增钨储9.17万吨，萤石矿物2442.60万吨、 铋6.33万吨、 锡13.37万吨、 钼 1.36万吨。 标志公司矿产资源增储取得阶段性成果，地质找矿取得突破。 【招商机械】中钨高新：矿资源增储获突破，持续受益钨涨价东风 1/20，中钨高新公告，子公司柿竹园新增钨储9.17万吨，萤石矿物2442.60万吨、 铋6.33万吨、 锡13.37万吨、 钼 1.36万吨。 标志公司矿产资源增储取得阶段性成果，地质找矿取得突破。 #需求端持续增长，#供给端整体偏紧，#推动钨价持续上行。 1/20钨精矿价格52万元/标吨，1/1至今涨幅13%。 需求端看，受新能源、核能、航天航空、PCB等领域应用需求增加；供给端看，钨作为国家战略物资，国内整体 原生矿供应无明显增量，同时配额持续收紧，有望支撑钨价继续维持稳中有升的运行态势。 公司现有钨矿生产能力：柿竹园8000吨（预计27年到1万吨），远景钨业2600吨，还 ...

Group 1 - Liou Co., Ltd. announced that its stock price fluctuations have been investigated, confirming normal operations and no undisclosed significant information [1] - Tongfu Microelectronics expects a net profit of 1.1 billion to 1.35 billion yuan for 2025, representing a year-on-year growth of 62.34% to 99.24% [17][18] Group 2 - Zhongtung High-tech reported an increase of 91,700 tons in tungsten metal resources, which will not directly impact its current operations or financial situation [2] - Aibo Medical plans to acquire at least 51% of Demai Medical to gain control, aiming to cultivate new profit growth points in the sports medicine sector [2] Group 3 - Zhaojin Gold confirmed normal operations and no undisclosed significant matters after its stock price experienced abnormal fluctuations [3] - Riying Electronics stated that it has no revenue from humanoid robot-related businesses and emphasized the need for rational investment decisions [4] Group 4 - Yifan Transmission intends to purchase 87.07% of Beijing Helishi Electric Technology Co., Ltd., which is expected to constitute a major asset restructuring [5] - China Merchants Industry plans to build four 3000TEU traditional fuel container ships with a total investment of no more than 1.324 billion yuan [6] Group 5 - Jiangtian Chemical plans to invest 49.8 million yuan in a project to produce 60,000 tons of acrylic acid annually [7] - *ST Xinyan has received approval to lift its delisting risk warning after completing its restructuring plan [7] Group 6 - Kangxin New Materials intends to acquire 51% of Wuxi Yubang Semiconductor for 392 million yuan, marking its expansion into the semiconductor field [8] - Guoshun Quantum signed a technology implementation license contract with the University of Science and Technology of China [8] Group 7 - Zhenyu Technology reported a significant increase in orders from the robotics sector for Q4 2025, although these orders represent a small portion of its overall revenue [9] - Yongxing Materials announced that its lithium extraction project has reached full production capacity [9] Group 8 - Nanjing Julong plans to invest 110 million yuan in a production line for modified plastics with an annual capacity of 60,000 tons [9] - Guodian Nanzi signed a strategic cooperation agreement with Huawei to establish an AI technology innovation center [10][11] Group 9 - He Sheng New Materials plans to sell idle factory assets for no less than 80 million yuan [13] - He Sheng New Materials expects a net profit increase of 55% to 75% for 2025, driven by improved supply chain management [14] Group 10 - Kangda New Materials forecasts a net profit of 125 million to 135 million yuan for 2025, marking a turnaround from a loss in the previous year [15] - Yanjing Beer anticipates a net profit increase of 50% to 65% for 2025, supported by its large product strategy [16] Group 11 - Jinfang Energy expects a net profit of 109 million to 143 million yuan for 2025, reflecting a year-on-year growth of 123.97% to 193.7% [19] - Yandong Microelectronics predicts a net loss of 340 million to 425 million yuan for 2025 due to market changes and increased R&D costs [20] Group 12 - Taishan Petroleum forecasts a net profit increase of 30.88% to 66.11% for 2025, benefiting from reduced expenses [21] - Huayuan Holdings expects a net profit increase of 50.98% to 66.82% for 2025, driven by lower raw material prices [22] Group 13 - Huajin Co. anticipates a net loss of 1.6 billion to 1.9 billion yuan for 2025, although the loss is expected to be less than the previous year [23] - Zhongyuan Neipei expects a net profit increase of 80.47% to 109.9% for 2025, supported by steady growth in core business [24] Group 14 - Dongfang Tower expects a net profit of 1.08 billion to 1.27 billion yuan for 2025, reflecting a year-on-year growth of 91.4% to 125.07% [34] - Dali Long anticipates a net profit increase of 51.88% to 86.27% for 2025, driven by market expansion and operational efficiency [35] Group 15 - Hikvision reported a net profit increase of 18.46% for 2025, with total revenue reaching 925.18 billion yuan [44] - Zhongfu Industrial expects a net profit increase of 120.27% to 141.59% for 2025, primarily due to lower costs in the electrolytic aluminum business [45]

Core Viewpoint - The company has achieved a significant milestone in mineral resource reserves, with new findings in tungsten and other associated minerals, indicating a breakthrough in geological exploration [2][3]. Group 1: Mineral Resource Findings - The company’s subsidiary, Hunan Shizhu Garden Nonferrous Metals Co., Ltd., has reported an increase in mineral resources, including 91,700 tons of tungsten, 24,426,000 tons of associated fluorite, 63,300 tons of bismuth, 133,700 tons of tin, and 13,600 tons of molybdenum [2]. - After the recent assessment, the total reserves for tungsten stand at 678,700 tons, with associated fluorite at 6,676,900 tons, bismuth at 277,300 tons, tin at 238,300 tons, and molybdenum at 113,600 tons [2]. Group 2: Production Capacity and Strategic Implications - The company currently has a tungsten ore processing capacity of 2,354,000 tons per year and is implementing a technical transformation project aimed at increasing this capacity to 3,500,000 tons per year [3]. - The newly added reserves will extend the lifespan of the mining operations and support the sustainable development of strategic mineral resources, although the increase in reserves will not impact current production levels due to government restrictions on tungsten mining [3].

目前，柿竹园公司拥有钨矿石处理能力235.4万吨/年，并正在实施1万t/d采选技改项目建设，预计完工 后将达到350万吨/年。本次新增储量能够进一步延长矿山服务年限，促进战略性矿产资源增储上产，为 公司可持续发展打牢基础。由于钨资源属于国家保护性限制开采的矿种，受到钨精矿开采总量控制指标 的限制，此次新增的资源量不会对当前产量产生影响，亦不会对公司当期生产经营和财务情况产生直接 影响。 格隆汇1月20日丨中钨高新(000657.SZ)公布，近日，公司全资子公司湖南柿竹园有色金属有限责任公司 （简称"柿竹园公司"）取得湖南省自然资源厅出具的《关于<湖南省郴州市柿竹园矿区钨多金属矿资源 储量核实报告>矿产资源储量评审备案的复函》（湘自资储备字〔2026〕6号），根据评审意见，累计 查明资源量新增钨金属量9.17万吨，新增共伴生萤石矿物量2442.60万吨、铋金属量6.33万吨、锡金属量 13.37万吨、钼金属量1.36万吨。标志着公司矿产资源增储取得阶段性成果，地质找矿取得突破。 ...

证券代码：000657 证券简称：中钨高新 公告编号：2026-03 中钨高新材料股份有限公司 关于柿竹园公司增储的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： - 1 - 年最近一期备案资源量，本次勘查备案后，柿竹园公司保有钨金属量 67.87 万吨，保有共伴生萤石矿物量 6676.9 万吨、铋金属量 27.73 万吨、锡金属量 23.83 万吨、钼金属量 11.36 万吨。 二、对公司的影响 目前，柿竹园公司拥有钨矿石处理能力 235.4 万吨/年，并正在 实施 1 万 t/d 采选技改项目建设，预计完工后将达到 350 万吨/年。 本次新增储量能够进一步延长矿山服务年限，促进战略性矿产资源增 储上产，为公司可持续发展打牢基础。由于钨资源属于国家保护性限 制开采的矿种，受到钨精矿开采总量控制指标的限制，此次新增的资 源量不会对当前产量产生影响，亦不会对公司当期生产经营和财务情 况产生直接影响。 三、风险提示 矿山实际开展探矿后生产工作，资源量有可能发生变化。矿产资 源开发具有较高的投资风险，存在其他不可预见的自然因素、社会 ...

Core Viewpoint - The company, Zhongtung Gaoxin, announced that its wholly-owned subsidiary, Shizhu Garden, has received a mineral resource reserve review response from the Hunan Provincial Department of Natural Resources, confirming significant increases in various mineral reserves [1] Group 1: Mineral Resource Increases - The confirmed increase in tungsten metal reserves amounts to 91,700 tons [1] - The company also reported an increase in associated fluorite mineral reserves of 24,426,000 tons [1] - Additional increases include bismuth metal reserves of 6,330 tons, tin metal reserves of 13,370 tons, and molybdenum metal reserves of 1,360 tons [1] Group 2: Impact on Operations - The increase in reserves will not have a direct impact on the company's current production operations and financial situation [1]

中信证券股份有限公司 关于中钨高新材料股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易 之部分限售股份解除限售上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"或"独立财务顾问"）作为 中钨高新材料股份有限公司（以下简称"中钨高新"或"上市公司"）发行股份 购买资产并募集配套资金暨关联交易（以下简称"本次重组"或"本次交易）的 独立财务顾问，根据《上市公司重大资产重组管理办法》《深圳证券交易所股票 上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规 范运作》等有关法律法规和规范性文件的要求，对上市公司本次重组新增股份部 分解除限售并上市流通的事项进行了审慎核查，并出具核查意见如下： 一、本次解除限售股份基本情况 本次解除限售股份的上市类型为本次重组中发行股份购买资产之部分新增 限售股份上市流通，即本次重组中交易对方湖南沃溪矿业投资有限公司（以下简 称"沃溪矿业"）取得的部分新增发行股份 8,270,254 股。 （一）注册批复情况 2024 年 12 月 25 日，上市公司收到中国证券监督管理委员会（以下简称"中 国证监会"）下发的《关于同意中钨高新材料股份 ...

证券代码：000657 证券简称：中钨高新 公告编号：2026-02 中钨高新材料股份有限公司 关于发行股份及支付现金购买资产并募集配套资金暨 关联交易之部分限售股份解除限售上市流通的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 1、本次申请上市流通的限售股份为中钨高新材料股份有限公司（以下简称 "公司"）在发行股份及支付现金购买资产并募集配套资金暨关联交易（以下简 称"本次重组"或"本次交易"）中向交易对方之一湖南沃溪矿业投资有限公司 （以下简称"沃溪矿业"）发行的股份，本次解除限售的股东共 1 名，本次解除 限售的股份数量为 8,270,254 股，占公司总股本的 0.363%。 2、本次申请上市流通的限售股份于 2025 年 1 月 21 日在深圳证券交易所上 市，沃溪矿业承诺的限售期限为新增股份发行结束之日（即上市之日）起 12 个 月，本次限售股份上市流通日为 2026 年 1 月 22 日。 一、本次解除限售股份的基本情况 本次解除限售股份的上市类型为本次重组中发行股份购买资产之部分新增 限售股份上市流通，即本次重组中交易对 ...