格隆汇1月27日｜楚江新材(002171.SZ)公告称，预计2025年归属于上市公司股东的净利润为3.70亿元– 4.50亿元，比上年同期增长60.97%-95.78%。业绩变动主要系产品升级项目有序投产，营业规模持续增 长，产品附加值提升，市场核心竞争力增强。 ...

二、与会计师事务所沟通情况 证券代码：002171 证券简称：楚江新材 公告编号：2026－003 安徽楚江科技新材料股份有限公司 2025年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上 情形 | （1）以区间数进行业绩预告的 | | --- | | 项 | 目 | 本报告期 | | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | | 盈利： 万元– | 37,000.00 | 45,000.00 | 万元 | 盈利： | 22,985.51 | 万元 | | | | 60.97% | 比上年同期增长： | - 95.78% | | | | | | 扣除非经常性损益 | | 盈利： 万元– | 32,500.00 | 40,500.00 | 万元 | ...

楚江新材公告，预计2025年度净利润为3.7亿元–4.5亿元，同比增长60.97%-95.78%。随着公司产品升级 项目有序投产，公司营业规模持续增长，产品附加值逐步提升，市场核心竞争力稳步增强。 ...

格隆汇1月23日丨楚江新材(002171.SZ)公布，经自查，公司（含子公司）应补缴税款及滞纳金合计 4,551.01万元，其中：补缴税款4,069.85万元，滞纳金481.16万元。截至本公告披露日，上述税款及滞纳 金已全部缴纳。 ...

安徽楚江科技新材料股份有限公司 关于公司补缴税款的公告 证券代码：002171 证券简称：楚江新材 公告编号：2026－002 安徽楚江科技新材料股份有限公司董事会 二〇二六年一月二十四日 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。 安徽楚江科技新材料股份有限公司(以下简称"公司") 近期依 据国家税收法律法规的要求，对涉税事项开展自查，现将有关事项公 告如下： 一、基本情况 经自查，公司（含子公司）应补缴税款及滞纳金合计 4,551.01 万元，其中：补缴税款 4,069.85 万元，滞纳金 481.16 万元。截至本 公告披露日，上述税款及滞纳金已全部缴纳。 二、对公司的影响及风险提示 根据《企业会计准则第 28 号--会计政策、会计估计变更和差错 更正》相关规定，上述补缴税款及滞纳金事项不属于前期会计差错， 不涉及前期财务数据追溯调整。上述补缴税款及滞纳金将计入公司 2025 年当期损益，对公司 2025 年度归属于上市公司股东的净利润的 具体影响金额最终以会计师事务所审计数据为准。本次补缴税款事项 不会影响公司的正常经营，敬请广大投资者注意投资风险 ...

今日涨跌幅居前的概念板块 培育钻石概念资金流入榜 截至1月20日收盘，培育钻石概念上涨1.93%，位居概念板块涨幅第5，板块内，12股上涨，恒盛能源涨 停，四方达、惠丰钻石、黄河旋风等涨幅居前，分别上涨11.03%、5.09%、4.87%。跌幅居前的有楚江 新材、博云新材、晶盛机电等，分别下跌4.24%、3.63%、2.26%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 环氧丙烷 | 5.78 | 军工信息化 | -3.29 | | 草甘膦 | 3.45 | 卫星导航 | -3.16 | | 丙烯酸 | 2.64 | 太赫兹 | -3.15 | | NMN概念 | 1.95 | 6G概念 | -2.98 | | 培育钻石 | 1.93 | F5G概念 | -2.97 | | 租售同权 | 1.75 | 成飞概念 | -2.87 | | 水泥概念 | 1.59 | 商业航天 | -2.78 | | 啤酒概念 | 1.52 | 海南自贸区 | -2.75 | | 广东自贸区 | 1.44 | 光纤概念 | -2.66 | | 高股息 ...

Core Viewpoint - Ceramic matrix composites (CMC) exhibit excellent high-temperature performance and have broad applications in aerospace, nuclear power, and automotive industries, with significant market potential. China leads in brake and thermal protection for aircraft but lags in aerospace engine applications. The demand for CMC in China's aerospace industry may reach a turning point in 2024, driven by advancements in production technology and cost reductions [2][9]. Group 1: CMC Characteristics and Applications - CMCs are defined as composites that incorporate reinforcing materials into a ceramic matrix, resulting in superior properties such as high-temperature resistance, low density, and high strength [4][18]. - SiCf/SiC composites are ideal materials for the hot sections of aerospace engines, already in mass production for static components, with ongoing exploration for rotating parts [5][24]. - In the nuclear sector, SiCf/SiC composites are considered ideal candidates for reactor components due to their high melting point, thermal conductivity, and stability under neutron irradiation [42]. - Cf/SiC composites are widely used in aerospace for thermal protection and satellite mirrors, effectively addressing the thermal protection and weight reduction needs of hypersonic vehicles [46][49]. - CMCs are emerging as the preferred choice for high-performance brake materials, already in mass production for automotive and aviation applications [53][54]. Group 2: Market Growth and Trends - The global CMC market was valued at $11.9 billion in 2022 and is projected to grow at a CAGR of 10.5%, reaching $21.6 billion by 2028, with the highest market share in defense and aerospace [6]. - The demand for CMCs in the aerospace sector is expected to surge, particularly for SiCf/SiC materials, as they can withstand temperatures exceeding 2000K, significantly improving engine efficiency and reducing nitrogen oxide emissions [27][30]. Group 3: CMC Production and Industry Landscape - The production of CMC components involves complex processes with high barriers to entry, including fiber preparation, preform weaving, interface layer preparation, matrix densification, and machining [7][8]. - GE has established a vertically integrated CMC supply chain, producing 20 tons of CMC prepreg and 10 tons of SiC fibers annually, with a tenfold increase in CMC component production expected over the next decade [8][39]. - China's CMC industry has developed a relatively complete supply chain, with advancements in the production of second-generation SiC fibers and ongoing efforts to achieve industrial-scale production of third-generation fibers [9][12]. Group 4: Investment Opportunities - The anticipated turning point in demand for CMCs in China's aerospace industry in 2024 presents significant growth potential for related companies, particularly as production costs decrease and application maturity increases [13]. - The verification phase for SiCf/SiC applications will drive demand for upstream raw materials, with the potential for rapid growth in midstream CMC component manufacturing as production scales up [13].

Market Overview - On January 16, the industrial metals sector declined by 0.69%, with Tibet Summit leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Top Gainers in Industrial Metals - He Sheng Co., Ltd. (002824) closed at 20.26, up 6.69% with a trading volume of 168,900 shares and a transaction value of 336 million yuan [1] - Yian Technology (300328) closed at 18.27, up 6.16% with a trading volume of 683,300 shares and a transaction value of 1.23 billion yuan [1] - Haixing Co., Ltd. (603115) closed at 22.04, up 5.40% with a trading volume of 102,000 shares and a transaction value of 223 million yuan [1] Top Losers in Industrial Metals - Tibet Summit (600338) closed at 18.07, down 5.98% with a trading volume of 1,148,400 shares and a transaction value of 2.14 billion yuan [2] - Xinweiling (920634) closed at 27.39, down 5.06% with a trading volume of 55,400 shares and a transaction value of 159 million yuan [2] - Luoping Zinc & Electricity (002114) closed at 9.73, down 4.14% with a trading volume of 938,100 shares and a transaction value of 974 million yuan [2] Capital Flow Analysis - The industrial metals sector experienced a net outflow of 4.936 billion yuan from institutional investors, while retail investors saw a net inflow of 3.93 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Yian Technology (300328) had a net inflow of 11.4 million yuan from institutional investors, but a net outflow of 80.03 million yuan from retail investors [3] - Chuanjiang New Materials (002171) saw a net inflow of 87.82 million yuan from institutional investors, while retail investors had a net outflow of 107 million yuan [3] - Huayu Mining (601020) experienced a net inflow of 40.5 million yuan from institutional investors, with a net outflow of 83.86 million yuan from retail investors [3]

4、公司为本次被担保方全资子公司芜湖楚江合金铜材有限公司 （以下简称"楚江合金"）向商业银行申请授信额度提供合计不超过 85,000 万元连带责任担保。 证券代码：002171 证券简称：楚江新材 公告编号：2026-001 安徽楚江科技新材料股份有限公司 关于为子公司向银行申请授信额度提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 安徽楚江科技新材料股份有限公司（以下简称"公司"或"楚江 新材"）分别于 2025 年 3 月 15 日和 2025 年 4 月 11 日召开第六届董 事会第三十二次会议和 2024 年年度股东大会，审议通过了《关于为子 公司及孙公司申请银行授信额度提供担保的议案》，同意公司为子公 司及孙公司向商业银行申请授信额度提供合计不超过 1,080,000.00 万 元连带责任担保。其中： 1、公司为本次被担保方全资子公司安徽楚江高精铜带有限公司 （以下简称"楚江高精铜带"）向商业银行申请授信额度提供合计不 超过 275,000 万元连带责任担保。 2、公司为本次被担保方全资子公司清远楚江高精铜带有限 ...

Group 1 - The core viewpoint of the news is that Chujiang New Materials experienced a stock price increase of 5.11%, reaching 14.60 CNY per share, with a trading volume of 1.303 billion CNY and a turnover rate of 5.67%, resulting in a total market capitalization of 23.695 billion CNY [1] - Chujiang New Materials, established on December 21, 2005, and listed on September 21, 2007, is located in Wuhu City, Anhui Province. The company specializes in the research, processing, and sales of non-ferrous metal (copper metal) materials, thermal equipment for new materials, and the production of high-performance carbon fiber composite prefabricated components [1] - The main revenue composition of Chujiang New Materials includes copper-based materials at 96.79%, high-end equipment and carbon fiber composite materials at 2.09%, and steel-based materials at 1.12% [1] Group 2 - From the perspective of the top ten circulating shareholders of Chujiang New Materials, E Fund's defense and military mixed fund A (001475) reduced its holdings by 10.4366 million shares in the third quarter, now holding 12.7166 million shares, which accounts for 0.79% of the circulating shares. The estimated floating profit today is approximately 9.0288 million CNY [2] - E Fund's defense and military mixed fund A (001475) was established on June 19, 2015, with a latest scale of 8.183 billion CNY. Year-to-date returns are 10.17%, ranking 894 out of 8847 in its category; the one-year return is 44.31%, ranking 2712 out of 8094; and since inception, the return is 85.3% [2]