格隆汇1月29日｜A股市场商业航天股集体回调，其中，北化股份、火炬电子跌停，鸿远电子、通达股 份、坤恒顺维跌超8%，高德红外、顺灏股份跌超7%，九鼎新材、宝钛股份、腾景科技、长盈通、乾照 光电、长光华芯、华丰科技跌超6%。 ...

公司表示，通过收购可以加快项目建设进度，节省新建厂房的时间与资金成本，同时能够减少与控股股 东之间的关联交易。 九鼎新能源的财务数据并不理想。财报显示，该公司2024年营收223.68万元，净利润7.6万元；2025年营 收降至192.96万元，净利润转为亏损33.46万元。 来源：新浪财经 日前，九鼎新材公告称，为加快推进"大型兆瓦级风电叶片生产线项目"建设，公司全资子公司甘肃九鼎 拟收购控股股东九鼎集团持有的九鼎新能源100%股权。交易价格定为3950.14万元，较九鼎新能源净资 产账面值2957.68万元溢价约33.56%。 九鼎新能源主营业务包括发电业务、输电业务等，实际控制人为顾清波，与上市公司为同一实际控制 人。 九鼎新材为此次交易提供了官方解释：公司计划在甘肃酒泉经济技术开发区投资约2.46亿元建设大型兆 瓦级风电叶片生产线项目，而九鼎新能源在当地拥有约196亩土地、厂房及设备。 注：本文创作借助AI工具收集整理市场数据和行业信息撰写成文。 标的公司的持续经营能力也存在不确定性。根据审计报告，九鼎新能源2025年营收和利润均出现下滑， 净利润由盈转亏。在风电行业竞争日益激烈的背景下，这家公司的未 ...

Market Overview - The glass fiber sector experienced a decline of 0.52% on January 27, with Jiuding New Materials leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the glass fiber sector included: - Zais Technology (603601) with a closing price of 10.70, up 6.36% and a trading volume of 2.09 million shares, totaling 2.27 billion yuan [1] - Sanxia New Materials (600293) closed at 3.69, up 1.37% with a trading volume of 1.45 million shares, totaling 523 million yuan [1] - Jiuding New Materials (002201) was the biggest loser, closing at 15.03, down 7.68% with a trading volume of 1.49 million shares, totaling 2.23 billion yuan [2] Capital Flow - The glass fiber sector saw a net outflow of 261 million yuan from main funds, while retail investors contributed a net inflow of 293 million yuan [2] - The detailed capital flow for selected stocks showed: - Zais Technology had a main fund net inflow of 253 million yuan, while retail investors had a net outflow of 155 million yuan [3] - Jiuding New Materials experienced a significant net outflow of 208.54 million yuan from main funds [3]

Market Overview - The A-share market saw a collective decline in the three major indices, with the Shanghai Composite Index down by 0.09%, the Shenzhen Component Index down by 0.85%, and the ChiNext Index down by 0.91% [9] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 32,810 billion [9] - In the Asia-Pacific market, the Hong Kong Hang Seng Index rose by 0.06%, while the Nikkei 225 Index fell by 1.79% [9] - In the European market, the DAX Index increased by 0.13%, while the CAC40 Index decreased by 0.15% [9] - In the US market, the Dow Jones Industrial Average rose by 0.64%, the S&P 500 Index increased by 0.5%, and the Nasdaq Composite Index rose by 0.43% [9] International News - The US plans to increase tariffs on South Korean goods from 15% to 25% due to the lack of approval from the South Korean National Assembly on a previously agreed trade deal [8] - The European Parliament has not yet decided whether to resume the approval process for the EU-US trade agreement [8] - Nvidia has expanded its partnership with CoreWeave, investing an additional $2 billion to support the construction of AI factories [8] - The EU has launched an investigation into Elon Musk's AI chatbot Grok regarding the dissemination of illegal content [10] Domestic News - The Chinese government is set to introduce policies to boost service consumption, including measures to expand inbound consumption and promote the replacement of old consumer goods [11] - The People's Bank of China emphasized the gradual expansion of macro-prudential policy coverage to maintain financial market stability [11] Important Announcements - Zijin Mining plans to acquire 100% of the shares of United Gold for 28 billion [13] - Haike New Source has signed a long-term cooperation agreement with BYD for the supply of at least 100,000 tons of electrolyte solvent annually [13] - Jiuding New Materials is accelerating the construction of a large-scale wind turbine blade production line [13] Research Recommendations - Eve Air Mobility completed a $150 million five-year debt financing, bringing total funds to $1.2 billion for eVTOL technology development and FAA certification [15]

Group 1 - Company Sanwei Communication announced a partnership to establish a private equity fund with a total investment of 114 million yuan, with the company contributing 25 million yuan, focusing on high-tech industries such as smart manufacturing and new energy [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 280 billion yuan, with core assets including gold mines in Mali and Ivory Coast, and an expected increase in gold production to 25 tons by 2029 [2] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of solvents annually for three years [3] Group 2 - China Aluminum International reported a new contract total of 468.36 billion yuan for 2025, a year-on-year increase of 51.94%, with significant growth in industrial and overseas contracts [4] - Jianxin Co. expects a net loss of 20 to 29 million yuan for 2025, compared to a profit of 19.37 million yuan in the previous year [5] - ST Dongjing anticipates a loss of 40 to 60 million yuan for 2025, an improvement from a loss of 73.45 million yuan in the previous year [6] Group 3 - Zhejiang Haideman plans to raise up to 1.517 billion yuan through a private placement for high-end machine tool projects [7] - Anlu Technology intends to raise up to 1.262 billion yuan for FPGA chip development projects [8][9] - AVIC Chengfei expects a net profit increase of 5.47% to 11.67% for 2025, projecting profits between 3.4 billion and 3.6 billion yuan [10] Group 4 - Hengtong Technology forecasts a net profit increase of 82.95% to 110.05% for 2025, with expected profits between 270 million and 310 million yuan [11] - Qingmu Technology anticipates a net profit increase of 30% to 50% for 2025, projecting profits between 118 million and 136 million yuan [13] - Zhongke Microelectronics expects a loss of 18 to 25 million yuan for 2025, marking a shift from profit to loss [14] Group 5 - Huashan Electric predicts a loss of 42 to 49.2 million yuan for 2025, compared to a loss of 26.77 million yuan in the previous year [15] - Qitian Technology expects a loss of 60 to 95 million yuan for 2025, an improvement from a loss of 214 million yuan in the previous year [16] - Sanyuan Gene announced a plan to reduce its shareholding by up to 2% [17] Group 6 - Zhongxing Junye forecasts a net profit increase of 134.32% to 173.37% for 2025, with expected profits between 300 million and 350 million yuan [18] - Shengshi Technology anticipates a net profit decrease of 50.26% to 64.55% for 2025, projecting profits between 62 million and 87 million yuan [19] - Lante Optical expects a net profit increase of 70.04% to 81.38% for 2025, with projected profits between 375 million and 400 million yuan [20] Group 7 - Dongfang Risen anticipates a loss of 2.3 to 2.9 billion yuan for 2025, compared to a loss of 3.436 billion yuan in the previous year [21] - Wandong Medical announced a change in leadership, electing Wang Jianguo as the new chairman [22] - Longsoft Technology expects a loss of 49 to 60 million yuan for 2025, with projected revenues between 148 million and 164 million yuan [23] Group 8 - Zongyi Co. forecasts a net profit increase of approximately 264.05% for 2025, with expected revenues of around 480 million yuan [24] - Sifang New Materials anticipates a loss of around 300 million yuan for 2025, with projected revenues of about 1 billion yuan [25] - Jiuding New Materials plans to acquire 100% of Jiuding New Energy for 39.51 million yuan [26] Group 9 - Kangyuan Pharmaceutical received approval for clinical trials of a new drug aimed at treating children's ailments [27] - Kaipu Testing announced plans for share reductions by its chairman and vice president [28] - Fengfan Co. intends to acquire 51% of Yanling Jiaye for 382.5 million yuan, with performance commitments for the next three years [29][30] Group 10 - Axin Security received a government subsidy of 6.8 million yuan [31] - Ge Microelectronics announced plans for a share reduction by a major shareholder [32] - ST Yingfit expects a loss of 24 to 31 million yuan for 2025, a reduction from a loss of 40.4 million yuan in the previous year [33] Group 11 - Fujilai forecasts a net profit increase of 282.17% to 296.8% for 2025, with expected profits between 62.7 million and 65.1 million yuan [34] - Huakong Saige anticipates a loss of 97 to 120 million yuan for 2025, a shift from a profit of 17.03 million yuan in the previous year [35] - Landun Optical expects a loss of 70 to 95 million yuan for 2025, compared to a profit of 6.49 million yuan in the previous year [36] Group 12 - ST Zhongji forecasts a loss of 35 to 55 million yuan for 2025, compared to a loss of 231 million yuan in the previous year [37] - Zhongsheng Pharmaceutical expects a profit of 260 to 310 million yuan for 2025, reversing a loss of 299 million yuan in the previous year [38] - Youkeshu reported a net loss of 13.85 million yuan for the first three quarters of 2025 [39] Group 13 - Haosheng Electronics anticipates a net profit decrease of 56.85% to 59.77% for 2025, projecting profits between 69 million and 74 million yuan [40] - Xiangyuan Cultural Tourism plans to withdraw from a low-altitude economic investment fund [41] - Guoen Co. has set a preliminary price range of 34 to 42 HKD for its H-share issuance [42]

1月26日晚间，九鼎新材（002201）公告，公司于当日召开的董事会会议审议通过了《关于公司全资子 公司拟收购甘肃九鼎新能源发展有限公司100%股权暨关联交易的议案》，公司全资子公司甘肃九鼎风 电复合材料有限公司(以下简称"甘肃九鼎")为加快推进"大型兆瓦级风电叶片生产线项目"建设，甘肃九 鼎与公司控股股东江苏九鼎集团有限公司(以下简称"九鼎集团")于1月26日签署了《股权转让合同》。 因此，未来一段时期，风电将迎来大规模发展，甘肃九鼎风电复合材料有限公司投资建设年产320套大 兆瓦级风电叶片生产项目，为企业抢占风力发电设备市场提供有力支撑。九鼎新材认为，该项目建设符 合公司长期发展规划，符合行业发展方向和市场发展趋势，不存在损害公司及全体股东特别是中小股东 利益的情况。 经双方协商确定，以2025年12月31日为评估基准日的股东全部权益价值3950.14万元为定价依据收购九 鼎集团持有的甘肃九鼎新能源发展有限公司(以下简称"九鼎新能源"或"标的公司")100%股权。本次收购 事项完成后，九鼎新能源成为甘肃九鼎的全资子公司，纳入九鼎新材合并报表范围。 公告显示，本次交易对方九鼎集团为公司控股股东，标的公司九鼎 ...

（记者 王晓波） 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，九鼎新材1月26日晚间发布公告称，江苏九鼎新材料股份有限公司于2026年1月26日召开 的第十一届董事会第八次临时会议以5票同意、0票反对、0票弃权审议通过了《关于公司全资子公司拟 收购甘肃九鼎新能源发展有限公司100%股权暨关联交易的议案》，公司全资子公司甘肃九鼎风电复合 材料有限公司为加快推进"大型兆瓦级风电叶片生产线项目"建设，甘肃九鼎与公司控股股东江苏九鼎集 团有限公司于2026年1月26日签署了《股权转让合同》，经双方协商确定，以2025年12月31日为评估基 准日的股东全部权益价值3950.14万元为定价依据收购九鼎集团持有的甘肃九鼎新能源发展有限公司 100%股权。本次收购事项完成后，九鼎新能源成为甘肃九鼎的全资子公司，纳入公司合并报表范围。 ...

格隆汇1月26日丨九鼎新材（维权）(002201.SZ)公布，公司全资子公司甘肃九鼎风电复合材料有限公司 （简称"甘肃九鼎"）为加快推进"大型兆瓦级风电叶片生产线项目"建设，甘肃九鼎与公司控股股东江苏 九鼎集团有限公司（简称"九鼎集团"）于2026年1月26日签署了《股权转让合同》，经双方协商确定， 以2025年12月31日为评估基准日的股东全部权益价值3,950.14万元为定价依据收购九鼎集团持有的甘肃 九鼎新能源发展有限公司（简称"九鼎新能源"或"标的公司"）100%股权。本次收购事项完成后，九鼎 新能源成为甘肃九鼎的全资子公司，纳入公司合并报表范围。 ...

九鼎新材(002201.SZ)公告称，公司全资子公司甘肃九鼎为加快推进"大型兆瓦级 风电 叶片生产线项 目"建设，甘肃九鼎与公司控股股东九鼎集团于2026年1月26日签署了《股权转让合同》，经双方协商确 定，以2025年12月31日为评估基准日的股东全部权益价值3950.14万元为定价依据收购九鼎集团持有的 九鼎 新能源100%股权。本次收购事项完成后，九鼎新能源成为甘肃九鼎的全资子公司，纳入公司合并 报表范围。 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 曾健辉） 每经AI快讯，九鼎新材1月26日晚间发布公告称，公司第十一届第八次董事会临时会议于2026年1月26 日以现场及通讯方式召开。会议审议了《关于公司全资子公司拟收购甘肃九鼎新能源发展有限公司 100%股权暨关联交易的议案》等文件。 ...