2026年1月29至30日，江西恒大高新技术股份有限公司董事长朱星河、副总经理兼董事会秘书唐明荣等一行，专程前往湖北宜昌高新区，视 察公司参与投资的湖北匠芯新材料有限公司，深入了解厂区建设及生产筹备情况。 作为恒大高新布局新能源新材料领域的重要载体， 湖北匠芯专注于CVD硅碳负极材料的研发、生产与销售，是宜昌市首家即将实现CVD硅碳 量产的企业。 视察期间，朱星河董事长一行深入湖北匠芯生产车间，实地察看CVD硅碳生产线的建设情况。 湖北匠芯公司总经理 黄雨生表示，目前湖北匠芯已顺利完成一期厂区建设及一期第一条年产千吨级CVD硅碳生产设备的安装工作，并进入系统 联调联试阶段， 预计三、四月份可批量投产。 值得关注的是，企业中试线试产的CVD硅碳样品，已成功通过国内多家头部锂电池生产企业的 送样测试，产品在能量密度、循环寿命等核心性能指标上均获得高度认可。 据了解， CVD硅碳广泛应用于高端新能源汽车动力电池、3C数码、无人机、机器人等领域，也是固态电池的核心材料之一 ，市场前景广阔。 视察期间，朱星河董事长一行与宜昌市高新区领导举行座谈交流会，双方就产业发展、CVD硅碳项目推进、钠电池负极材料及多孔碳项目落地 ...

公司业务受市场竞争加剧等因素的影响，在业务开展过程中面临较大的价格压力。与此同时，公司持续 推行降本增效举措，期间费用较去年同期有所减少。然而，目前公司的固定性运营成本仍然较高，导致 本报告期利润呈现负值。 格隆汇1月30日丨恒大高新(002591.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润为亏损2,000.00万元～3,000.00万元，上年同期亏损1,061.55万元；扣除非经常性损益后的净利润为亏 损3,500.00万元～5,000.00万元，上年同期亏损3,475.66万元。 ...

恒大高新公告，预计2025年度归属于上市公司股东的净利润亏损2000万元～3000万元，上年同期亏损 1061.55万元。扣除非经常性损益后的净利润亏损3500万元～5000万元，上年同期亏损3475.66万元。公 司业务受市场竞争加剧等因素的影响，在业务开展过程中面临较大的价格压力。与此同时，公司持续推 行降本增效举措，期间费用较去年同期有所减少。然而，目前公司的固定性运营成本仍然较高，导致本 报告期利润呈现负值。 ...

证券代码：002591 证券简称：恒大高新 公告编号：2026-002 江西恒大高新技术股份有限公司 2025 年年度业绩预告 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 （一）业绩预告期间 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计。 但公司已就业绩预告有关事项与年报审计会计师事务所进行了预沟通，公司与会计师事 务所在本报告期的业绩预告方面不存在分歧，具体数据请以最终审计结果为准。 三、业绩变动原因说明 （1）公司业务受市场竞争加剧等因素的影响，在业务开展过程中面临较大的价格 压力。与此同时，公司持续推行降本增效举措，期间费用较去年同期有所减少。然而， 目前公司的固定性运营成本仍然较高，导致本报告期利润呈现负值。 2025 年 1 月 1 日到 2025 年 12 月 31 日 （二）业绩预告情况 亏损 扭亏为盈 同向上升 同向下降 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | 亏损：2,000. ...

Core Viewpoint - The new Noise Pollution Prevention Law in China, effective from June 5, 2022, establishes legal standards for noise pollution, emphasizing proactive control measures rather than just compliance with decibel limits. This shift is expected to drive the noise control industry towards more efficient and sustainable practices, with a projected market size of approximately 24.734 billion yuan in 2024, reflecting a year-on-year growth of 7.79% [1][4]. Industry Overview - Noise control, also known as noise pollution management, aims to reduce noise levels to meet national standards and protect individuals' quality of life. The law defines noise pollution as sounds that disrupt normal activities, covering industrial, construction, transportation, and social life sectors [2][3]. Industry Development History - The Chinese noise control industry has evolved over 70 years, transitioning from basic regulations to advanced smart management. Key milestones include the introduction of the first industrial noise prevention guidelines in 1956 and the establishment of a comprehensive legal framework by 1996. The current phase emphasizes intelligent monitoring and proactive measures [3][4]. Market Size - The noise control industry in China is projected to reach approximately 24.734 billion yuan in 2024, with a growth rate of 7.79%. The shift in regulatory focus from compliance to proactive prevention is expected to enhance market dynamics [1][8]. Key Enterprises - The market is characterized by low concentration, with companies leveraging technological advantages to dominate specific segments. For instance, Beijing Jiuzhou Yigui leads in rail transit noise reduction with patented technologies, while Guangzhou Sound Doctor has established a brand in building sound insulation [8][9]. Industry Development Trends 1. **Shift from Passive to Active Control**: The industry is moving towards proactive noise management, particularly in industrial sectors, driven by legal requirements for noise pollution control [12][13]. 2. **Technological Advancements**: Future competition will focus on precision and intelligence in noise control, utilizing IoT and AI for real-time monitoring and assessment of noise impact beyond just decibel levels [13][14]. 3. **Comprehensive Management Systems**: The industry is evolving towards a holistic management approach that includes planning, regulation, and community involvement in noise control efforts [14][15].

Core Viewpoint - The chemical industry is experiencing a significant upward trend, driven by a combination of cost support, demand recovery, and supply optimization, leading to a tighter supply-demand balance [4][12]. Group 1: Industry Performance - As of January 19, the Shenwan Basic Chemical Index rose by 2.70%, reaching 4758.50 points, with leading stocks like Xinxiang Chemical Fiber and Letong Co. hitting the daily limit [1][8]. - Multiple chemical products have seen collective price increases, including propylene, ammonium sulfate, acetone, and lithium hydroxide, driven by upstream oil price stabilization and pre-holiday stocking demand [3][11]. Group 2: Market Dynamics - The current price increase in chemical products is attributed to three main factors: cost support from stable oil prices, reduced effective capacity due to pre-holiday maintenance, and concentrated demand from downstream sectors [4][12]. - The industry is witnessing a trend of mergers and acquisitions as companies seek to expand into high-value sectors, such as integrated circuit materials and high-end electronic chemicals [5][13]. Group 3: Policy and Future Outlook - The Ministry of Industry and Information Technology and other departments have issued a plan aiming for an annual growth of over 5% in the petrochemical industry from 2025 to 2026, focusing on technological innovation and high-quality development [5][14]. - The Shandong Provincial Government has set a target for the petrochemical industry to achieve over 5% year-on-year growth by 2026, emphasizing the importance of high-end chemical products [6][14]. - The industry is transitioning from chaotic expansion to a phase of stable growth and transformation, supported by both national and local policies [7][15].

Core Viewpoint - The A-share market showed mixed performance with significant gains in the basic chemical, electric equipment, and automotive sectors, while the Hong Kong market experienced a decline in major indices [1][2][7]. A-share Market Performance - The basic chemical sector led the gains with an increase of over 2%, featuring stocks like Li Er Chemical (002258), Evergrande High-tech (002591), and Double Star New Materials (002585) hitting the daily limit [2][3]. - Electric equipment stocks also surged, with the sector's increase exceeding 2%, and notable performers included Shuangjie Electric (300444) and Taisheng Wind Power (300129), both showing gains of over 10% [4]. - The automotive sector saw a rise close to 2%, with stocks such as Superjet (301005) and Kabeiyi (300863) achieving gains exceeding 10% [5]. Hong Kong Market Performance - The Hong Kong market was generally sluggish, with the Hang Seng Index and Hang Seng Technology Index both dropping over 1% [7]. - Notable gainers included companies like Li Ning and Mengniu Dairy, while WuXi Biologics and Innovent Biologics faced significant declines [8]. - The stock of Qutoutiao surged over 20% following a positive earnings forecast, projecting a turnaround to profitability in 2025 [9][10]. Company-Specific Highlights - Qutoutiao expects a net profit between RMB 270 million and RMB 330 million for 2025, driven by increased investment in AI and operational efficiency improvements [10]. - TCL Electronics anticipates a significant increase in adjusted net profit for 2025, projected between HKD 2.33 billion and HKD 2.57 billion, representing a growth of 45% to 60% compared to 2024 [11].

Group 1 - The core viewpoint of the news is that Evergrande High-Tech's stock has experienced a decline of 12.68% year-to-date, with a recent drop of 2.07% on January 14, 2025, and a total market capitalization of 2.128 billion yuan [1] - As of January 14, 2025, the stock price is reported at 7.09 yuan per share, with a trading volume of 136 million yuan and a turnover rate of 8.40% [1] - The net outflow of main funds is 16.1646 million yuan, with large orders showing a buy of 14.6749 million yuan and a sell of 26.7753 million yuan [1] Group 2 - Evergrande High-Tech, established on September 1, 1994, and listed on June 21, 2011, operates in two main business segments: energy conservation and environmental protection, and internet marketing [2] - The revenue composition includes mobile information services (51.41%), anti-wear and anti-corrosion (28.25%), waste heat power generation (11.37%), and others [2] - As of September 30, 2025, the company reported a revenue of 226 million yuan, a year-on-year decrease of 23.53%, and a net profit attributable to shareholders of -2.3028 million yuan, a decrease of 116.20% [2] Group 3 - Evergrande High-Tech has distributed a total of 126 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Noan Multi-Strategy Mixed A and Jinyuan Shun'an Yuanqi Flexible Allocation Mixed, with increases in holdings compared to the previous period [3]

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Views - The basic chemical industry index closed at 4569.80 points, up 4.21% from last week, outperforming the CSI 300 index by 2.35% [17] - Among the 25 sub-industries in the chemical sector, all showed gains, with inorganic salts, modified plastics, synthetic resins, and chlor-alkali leading the way with weekly increases of 10.92%, 9.94%, 7.87%, and 7.60% respectively [18][19] - A total of 462 stocks in the chemical sector saw 400 stocks rise (87%) and 57 stocks fall (12%) during the week [21] Summary by Relevant Sections Weekly Chemical Market Overview - The basic chemical industry index rose to 4569.80 points, marking a 4.21% increase compared to the previous week, and outperformed the CSI 300 index by 2.35% [17] - The weekly performance of 25 sub-industries showed no declines, with significant gains in inorganic salts and modified plastics [18][19] Chemical Product Price Trends - Among 380 tracked chemical products, 89 saw price increases while 70 experienced declines [24] - The top ten products with the highest price increases included lithium manganate and lithium battery electrolytes, with increases ranging from 7% to 22% [25] - Conversely, the top ten products with the largest price declines included vitamin VD3 and lithium hexafluorophosphate, with declines ranging from 4% to 13% [26] Key Chemical Sub-Industry Tracking - The polyester filament market remained stable, with average prices for POY, FDY, and DTY showing slight declines [27] - The average industry operating rate for polyester filament was approximately 88.11%, with some facilities undergoing maintenance [28] - The average processing margin for polyester products indicated a slight improvement in profitability compared to the previous week [29] Tire Industry Insights - The operating rates for the full steel tire industry decreased to 55.50%, while the semi-steel tire industry dropped to 63.78% [38] - Export volumes from major tire companies in Southeast Asia showed significant year-on-year declines [39] - The average price of styrene-butadiene rubber increased by approximately 2.45% during the week [40] Refrigerant Market Overview - The R22 refrigerant market remained weak, with prices stabilizing at low levels due to cautious market sentiment [47] - In contrast, the R134a refrigerant market continued to rise, with major producers increasing prices amid tight supply conditions [48]

1月12日，恒大高新涨5.1%，截至发稿，报7.42元/股，成交1.08亿元，换手率6.63%，总市值22.27亿 元。 金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模14.32亿。今年以来收益 2.23%，同类排名5823/9012；近一年收益49.82%，同类排名2115/8157；成立以来收益581.56%。 从恒大高新十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，金元顺安基金旗下1只基金位居恒大高新十大流通股东。金元顺安元启灵活配置混合 （004685）三季度增持15.28万股，持有股数220.28万股，占流通股的比例为0.99%。根据测算，今日浮 盈赚取约79.3万元。 责任编辑：小浪快报 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 资料显示，江西恒大高新技术股份有限公司位于江西省南昌市高新开发区金庐北路88号，成立日期1994 年9月1日，上市日期2011年6月21日，公司主营业务 ...