摩尔线程科创板IPO上会； 2025人工智能计算大会在北京举办； 2025·青岛创投风投大会举办。 机构预计，节前上证指数围绕3800点进行窄幅震荡。 【财经日历】 COMEX黄金期货上涨0.08%，报3771.1美元/盎司。 ►►商务部获得的初步证据和信息显示，根据墨西哥《国会公报》2025年9月9日刊登的关于调整多项进口税的提案，墨西哥政府拟对中国等非自贸伙伴的产 品提高进口关税税率，该措施将严重损害中国企业的贸易投资利益。依据《中华人民共和国对外贸易法》第三十六条、第三十七条及《对外贸易壁垒调查规 则》第十二条、第三十五条的规定，商务部决定自2025年9月25日起对墨西哥相关涉华限制措施启动贸易投资壁垒调查。 ►►9月25日，农业农村部召开全国粮油作物大面积单产提升暨"三秋"生产视频会，部党组书记、部长韩俊出席会议并讲话。会议要求，要抓实抓好"三 秋"生产重点工作，毫不放松抓好秋粮收获，确保"颗粒归仓"，着力抓好冬小麦生产，持续巩固冬油菜扩种成果，确保冬小麦、冬油菜种足种满。要稳定"菜 篮子"产品生产供给，抓好冬春蔬菜稳产保供，强化生猪产能综合调控，持续抓好肉牛奶牛产业纾困，切实做好保供稳价工作。要严抓 ...

Group 1 - Puxin Technology has successfully delivered dry process and solid-state battery electrode equipment to leading domestic and international clients, showcasing its strong capabilities in the solid-state/half-solid-state battery sector [1] - The company has made significant breakthroughs in various manufacturing equipment for solid-state batteries, including mixers, dry film forming equipment, and lithium metal negative electrode forming equipment, indicating its strategic positioning in the industry [1] - As the solid-state battery industrialization process accelerates, Puxin Technology is expected to leverage its dual advantages in materials and equipment to maintain its leadership in the new energy battery sector [1] Group 2 - Ganfeng Lithium plans to introduce external investors to its subsidiary, Ganfeng Lithium Battery, with a capital increase not exceeding 2.5 billion yuan, enhancing the subsidiary's financial strength and market competitiveness [2] - This strategic capital operation supports the rapid development of the lithium battery business and optimizes the resource allocation of the parent company, Ganfeng Lithium [2] - The capital increase will further strengthen Ganfeng Lithium's layout in the entire lithium battery industry chain, laying a solid foundation for future growth [2] Group 3 - Pingmei Shenma Group, the controlling shareholder of Pingmei Co., has announced a strategic restructuring, which is part of Henan Province's efforts to deepen state-owned enterprise reform and optimize the energy industry layout [3] - The restructuring is not expected to have a significant impact on the company's production and operations in the short term, nor will it change the control of the company [3] - Long-term, the restructuring may provide new development opportunities for Pingmei Co. through resource integration and synergy effects [3]

Group 1 - Puxing Technology has successfully delivered dry process and solid-state battery electrode equipment to leading domestic and international clients, showcasing its strong capabilities in the solid-state/semi-solid battery sector [1] - The company has made significant breakthroughs in various manufacturing processes, including mixers, dry film forming equipment, and lithium metal negative electrode forming equipment, indicating its strategic positioning in the industry [1] - As the solid-state battery industrialization process accelerates, Puxing Technology is expected to leverage its dual advantages in materials and equipment to maintain its leadership in the new energy battery sector [1] Group 2 - Ganfeng Lithium announced that its subsidiary, Jiangxi Ganfeng Lithium Technology Co., Ltd., plans to introduce investors for a capital increase of up to 2.5 billion yuan, enhancing its financial strength and market competitiveness [2] - This strategic capital operation supports the rapid development of Ganfeng Lithium's battery business and optimizes resource allocation within the parent company [2] - The capital increase will further strengthen Ganfeng Lithium's position in the lithium battery industry chain, laying a solid foundation for future growth [2] Group 3 - Pingmei Shenma Group, the controlling shareholder of Pingmei Co., has notified that a strategic restructuring will be implemented by the Henan Provincial Government, which will not significantly impact the company's operations [3] - This restructuring is part of Henan's efforts to deepen state-owned enterprise reform and optimize the energy industry layout [3] - Although there will be no immediate effect on control or operations, the restructuring may provide new development opportunities for Pingmei Co. in the long term through resource integration and synergy [3]

格隆汇9月25日丨赣锋锂业(002460.SZ)公布，为提升赣锋锂电的综合实力，助力公司锂生态上下游一体 化战略布局，赣锋锂电拟引入投资人，共同对赣锋锂电以货币方式进行增资，增资价格为人民币3元/1 元注册资本，增资金额合计不超过人民币250,000万元。因投资人内部审批决策流程及进度不同，最终 投资主体将在其内部审批决策通过后，与公司在董事会审议通过的增资额度内协商确定。 ...

Core Viewpoint - *ST Tianmao's stock will be delisted from the Shenzhen Stock Exchange, with the decision effective immediately, and the stock will be removed within five trading days [1][2]. Group 1: Delisting Announcement - On September 25, *ST Tianmao received a notice from the Shenzhen Stock Exchange regarding the termination of its stock listing [1]. - The stock will not enter a delisting transition period and will be delisted within five trading days from the announcement [2]. Group 2: Shareholder Meeting and Cash Option - On August 25, *ST Tianmao held an extraordinary general meeting where shareholders approved the decision to voluntarily terminate the stock listing [5]. - The company initiated a cash option mechanism to protect investors, allowing eligible A-share shareholders to exercise cash options at a price of 1.60 yuan per share, with a total of 1,442,279,537 cash options effectively declared during the application period [5]. - The total funding required for the cash options is approximately 2.3 billion yuan [5]. Group 3: Post-Delisting Arrangements - After delisting, *ST Tianmao's shares will be transferred to the National Equities Exchange and Quotations system for trading [6]. - The company has appointed Changcheng Guorui as the agency to manage the share transfer services [6].

Group 1: Strategic Restructuring - Pingmei Shenma and Shenneng Group announced plans for strategic restructuring by the controlling shareholders, which will not significantly impact their operations [1][1] - The restructuring will not change the controlling shareholders or the actual controllers of either company [1][1] Group 2: Capital Increase - Ganfeng Lithium plans to introduce investors for a capital increase of up to 2.5 billion yuan for its subsidiary, Ganfeng Lithium Technology [2] - The capital increase will be priced at 3 yuan per 1 yuan of registered capital, and the company will waive its preferential subscription rights [2] Group 3: Stock Trading Suspension - Upwei New Materials' stock has been suspended for verification due to multiple instances of abnormal trading fluctuations [3] - The company will conduct an investigation into the trading volatility and will resume trading after the verification process [3] Group 4: Earnings Forecast - Jihong Co. expects a net profit of 209 million to 222 million yuan for the first three quarters of 2025, representing a growth of 55% to 65% year-on-year [4] - The growth is attributed to significant increases in revenue and profit from cross-border social e-commerce and improved operational efficiency in the packaging business [4] Group 5: Fundraising and Projects - Hanyu Pharmaceutical plans to raise up to 968 million yuan through a private placement for various projects including peptide drug production and R&D upgrades [5] - Water Development Gas received acceptance for its securities issuance application from the Shanghai Stock Exchange [6] Group 6: Important Transactions - Tianqi Model's controlling shareholders signed a share transfer agreement to transfer 162 million shares, which will change the controlling shareholder to Jianfa Wanyu [7] - The transaction is expected to lead to a change in the actual controller to the Urumqi Economic and Technological Development Zone State-owned Assets Supervision and Administration Commission [7] Group 7: Investment Projects - Dongfang Yuhong signed an investment agreement to invest 600 million yuan in a new materials industry chain project in Nanning, Guangxi [9] - The project includes mining, processing, and product development [9] - Changqing Group plans to invest 571 million yuan in the second phase of its cogeneration project in Maoming [9]

Core Viewpoint - Ganfeng Lithium plans to raise up to 2.5 billion yuan through capital increase in its subsidiary Ganfeng Lithium Battery to enhance its financial strength and support its lithium ecosystem strategy [1][2] Group 1: Company Actions - Ganfeng Lithium's subsidiary, Ganfeng Lithium Battery, intends to introduce investors for a capital increase, with a price set at 3 yuan per 1 yuan of registered capital [1] - The capital increase will not constitute a related party transaction or a major asset restructuring, thus not requiring shareholder approval [1] - The company aims to improve Ganfeng Lithium Battery's financial strength and reduce its debt ratio, which stood at 68.02% as of June 30, 2025 [1] Group 2: Financial Performance - In the first half of the year, Ganfeng Lithium reported a revenue of 8.376 billion yuan, a year-on-year decrease of 12.65%, with a net loss of 531 million yuan [2] - The company's non-recurring net profit loss expanded to 913 million yuan due to market fluctuations in lithium products [2] - Despite the challenges, the company has seen a recovery in lithium carbonate prices since June, indicating a positive trend in the market [2] Group 3: Market Position and Outlook - Ganfeng Lithium's battery segment has been expanding, with stable supply partnerships established with leading industry players [2] - The company has achieved large-scale production of energy storage cells, meeting the growing demand in the energy storage market [2] - Since July, Ganfeng Lithium's stock price has increased by over 56%, with a closing price of 55.73 yuan per share and a total market capitalization of 114.6 billion yuan as of September 25 [2]

Group 1: Investment and Fundraising - Hanyu Pharmaceutical plans to raise no more than 968 million yuan for the development of semaglutide and other projects [1] - Ganfeng Lithium intends to introduce investors for a capital increase of up to 2.5 billion yuan [9] Group 2: Strategic Restructuring - Pingmei Shenma Holdings is undergoing a strategic restructuring as directed by the Henan provincial government, which will not affect the company's operations significantly [2][8] - Shennong Holdings is also involved in a strategic restructuring with no change in control or significant impact on operations [7][8] Group 3: Clinical Trials and Approvals - XinNuoWei's subsidiary received approval for clinical trials of a drug for treating mild Alzheimer's disease, marking a significant milestone in the development of biosimilar drugs [3] - Tainkang's subsidiary has received approval for clinical trials of CKBA cream for rosacea, a first-class innovative drug in China [4] - Baili Tianheng's drug, iza-bren, has been included in the list of breakthrough therapies, indicating its potential in treating advanced urinary tract cancer [5] Group 4: Contracts and Projects - Zhongyou Engineering signed an EPC contract worth 2.524 billion USD for a seawater pipeline project in Iraq, expected to positively impact future revenues [6]

（文章来源：证券日报） 证券日报网讯 9月25日晚间，赣锋锂业发布公告称，公司于2025年9月25日召开的第六届董事会第七次 会议和第六届监事会第五次会议，审议通过了《关于注销部分股票期权的议案》。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 根據中華人民共和國的有關法例規定，江西贛鋒鋰業集團股份有限公司（「本 公 司」）在 深 圳 證 券 交 易 所 網 站（http://www.szse.cn/）刊 發 了 以 下 公 告。茲 載 列 如 下，僅 供 參 閱。 承董事會命 江西贛鋒鋰業集團股份有限公司 董事長 李良彬 中 國‧江 西 （於中華人民共和國註冊成立之股份有限公司） （股份代號：1772） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B 條 刊 發。 二 零 二 五 年 九 月 二 十 五 日 於本公告日 期，董事會成員包括本公司執行董事李良彬先 生、王曉申先 生、沈海博先 生、黃婷女士及李承霖先 生；本公司非執行董事羅榮女 士； 以及本公司獨立非執行董事王金本先 生、黃浩鈞先 生、徐一新女士及徐 光華先 生。 证券代码：002460 ...