鼎龙股份拟6.3亿元收购皓飞新材70%股权，切入锂电材料行业。 鼎龙股份（300054）1月26日晚公告，公司拟以自有或自筹资金6.3亿元，通过股权受让方式收购国内动 力电池及储能电池企业供应链内的核心功能工艺性辅材类供应商——深圳市皓飞新型材料有限公司（以 下简称"皓飞新材"） 70% 股权，即对应皓飞新材100%的整体估值为9亿元。本次交易完成后，皓飞新 材将成为公司持股70%的控股子公司，纳入公司合并报表范围。 皓飞新材是一家研发、生产、销售锂电工艺材料及其它相关服务的新能源材料公司，公司核心团队深耕 锂电池材料领域超过十年，系国家高新技术企业、深圳市专精特新中小企业，主营产品包括锂电分散 剂、粘结剂及定制化产品等关键功能工艺性辅材。 据介绍，皓飞新材依托强劲研发实力，已在多地布局研发中心，并建成了规模化生产及物流基地，拥有 40余项相关发明专利。产品品质与服务能力广受认可，合作客户覆盖众国内外新能源厂商出货量前十强 皓飞新材是一家研发、生产、销售锂电工艺材料及其它相关服务的新能源材料公司，公司核心团队深耕 锂电池材料领域超过十年，系国家高新技术企业、深圳市专精特新中小企业，主营产品包括锂电分散 剂、粘 ...

Performance Reports - Company Kexin New Energy (300731.SZ) expects a net profit of 30 million to 40 million yuan in 2025, representing a year-on-year growth of 73.62% to 131.49% due to the promotion of new battery applications [2] - Company AVIC Chengfei (302132.SZ) anticipates a net profit of 3.4 billion to 3.6 billion yuan in 2025, reflecting a growth of 5.47% to 11.67% compared to the previous year [2] - Company ST Jinggu (600265.SH) projects a revenue of 175 million to 205 million yuan in 2025, with a net loss of 265 million to 215 million yuan, potentially triggering delisting risk [2] - Company Yijiahe (603666.SH) expects a net loss of 35 million to 24 million yuan in 2025, an improvement from a loss of 218 million yuan in the previous year [3] - Company Guoke Micro (300672.SZ) forecasts a net loss of 180 million to 250 million yuan in 2025, a significant decline from a profit of 97.15 million yuan in the previous year [3] - Company Xinbeiyang (002376.SZ) anticipates a net profit of 70 million to 80 million yuan in 2025, a year-on-year increase of 44% to 65% driven by growth in smart logistics equipment [3] - Company Tianyue Advanced (688234.SH) expects a net loss of 185 million to 225 million yuan in 2025 due to increased costs and decreased market prices [4] - Company Jieshun Technology (002609.SZ) projects a net profit of 55 million to 75 million yuan in 2025, representing a growth of 75.23% to 138.96% [4] - Company Lante Optics (688127.SH) expects a net profit of 375 million to 400 million yuan in 2025, a growth of 70.04% to 81.38% [5] - Company Duofuduo (002407.SZ) anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 30.8 million yuan in the previous year [5] - Company Efort (688165.SH) expects a net loss of 450 million to 550 million yuan in 2025, with losses expected to widen significantly [5] - Company Pulit (002324.SZ) forecasts a net profit of 361 million to 416 million yuan in 2025, a year-on-year increase of 155.76% to 194.73% [6] - Company Jinchun Co. (300877.SZ) expects a net profit of 82 million to 88 million yuan in 2025, a growth of 165.04% to 184.43% [6] - Company Huahai Pharmaceutical (600521.SH) anticipates a net profit of 224 million to 335 million yuan in 2025, a decline of 70% to 80% [6] Orders and Investments - Company Dinglong Co. (300054.SZ) plans to acquire 70% of Shenzhen Haofei New Materials Co. for 630 million yuan, with a total valuation of 900 million yuan [7] - Company Chuanhuan Technology (300547.SZ) intends to invest approximately 1.1 billion yuan to establish a manufacturing headquarters in Anhui [7] - Company Mongcao Ecological (300355.SZ) has terminated a PPP project agreement, with a total project cost of 83.87 million yuan [7] - Company Fengfan Co. (601700.SH) plans to acquire 51% of Beijing Yanling Jiaye Intelligent Technology Co. for 383 million yuan [8] - Company Haowei Group (603501.SH) intends to invest up to 50 million USD in AI chip supplier Aixin Yuanzhi [8] - Company Chengda Bio (688739.SH) plans to establish a wholly-owned subsidiary with an investment of 1 billion yuan focused on innovative drug development [8] - Company Chengda Bio (688739.SH) is also setting up a pharmaceutical investment fund with a total scale of up to 1 billion yuan [9] - Company Efort (688165.SH) is planning to acquire shares of Shanghai Shengpu Fluid Equipment Co. through a combination of cash and stock [9] Major Shareholder Changes - Company Tongfu Microelectronics (002156.SZ) reports that its controlling shareholder has reduced its stake by 15 million shares, decreasing its holding from 19.79% to 18.80% [10] Listing on Beijing Stock Exchange - Company Xiamen Tungsten (600549.SH) announces that its subsidiary Jinlong Rare Earth is applying for public stock issuance and listing on the Beijing Stock Exchange [11]

Core Viewpoint - The company has successfully developed and prepared core raw materials required for photoresists, including functional monomers, main resins, and fluorinated resins, which significantly reduces external dependency risks and ensures stable supply during the industrialization of high-end photoresists [1] Group 1 - The breakthrough in core raw material development lays a solid foundation for optimizing product performance and cost control [1] - The raw material research is tailored to meet the process requirements of the company's high-end photoresist products, achieving high compatibility in key indicators such as purity control and performance adaptability [1] - The company plans to continue increasing investment in core raw material research and development, enhancing technical processes, and improving product competitiveness [1] Group 2 - The company aims to actively explore the expanded application of raw material technologies, contributing to the development of China's photoresist industry [1]

Core Viewpoint - The company plans to acquire 70% of Shenzhen Haofei New Materials Co., Ltd. for 630 million yuan, valuing the entire company at 900 million yuan, marking its entry into the lithium battery materials industry [1][2] Group 1 - The acquisition will allow the company to integrate Haofei New Materials as a subsidiary, enhancing its capabilities in functional materials for lithium batteries [1] - Haofei New Materials is a leading domestic supplier of dispersants for new lithium batteries, focusing on improving key performance indicators such as conductivity and safety through innovative materials [1] - The transaction is positioned to leverage the growing demand in the new energy vehicle and energy storage sectors, driven by technological upgrades and the localization of high-end materials [2] Group 2 - The company aims to utilize Haofei's established customer channels in the lithium battery industry to accelerate its development in high-end lithium battery auxiliary materials [2] - The strategic move is expected to create a new growth engine for the company by expanding its business boundaries and integrating technological resources [2]

Core Viewpoint - The company plans to acquire 70% of Shenzhen Haofei New Materials Co., Ltd. for 630 million yuan, valuing the entire company at 900 million yuan, marking its entry into the lithium battery materials industry [1][2] Group 1: Acquisition Details - The acquisition will be funded through the company's own or raised funds, and Haofei New Materials will become a 70% owned subsidiary, included in the company's consolidated financial statements [1] - Haofei New Materials is a leading domestic supplier of functional process materials for lithium batteries, focusing on dispersants and other key materials [1] Group 2: Strategic Implications - This transaction signifies the company's formal entry into the lithium battery materials sector, driven by dual demand from new energy vehicles and energy storage, along with ongoing technological upgrades [2] - The company aims to leverage its platform advantages and integrate resources to create a new growth engine, while accelerating its layout in high-end lithium battery auxiliary materials [2] - The acquisition will enhance the company's access to top-tier clients in the lithium battery industry, facilitating faster development in new conductive agents, electrode and separator binders, solid electrolytes, and new interface materials [2]

Core Viewpoint - Dinglong Co., Ltd. plans to acquire 70% of Shenzhen Haofei New Materials Co., Ltd. for 630 million yuan, marking its entry into the lithium battery materials industry, particularly in key functional materials like binders and dispersants [1] Group 1: Acquisition Details - The acquisition will be funded through the company's own or raised funds, totaling 630 million yuan [1] - The transaction does not constitute a related party transaction or a major asset restructuring [1] - Upon completion, Haofei New Materials will become a 70% owned subsidiary and will be included in the company's consolidated financial statements [1] Group 2: Industry Context - Haofei New Materials specializes in the R&D, production, and sales of lithium battery process materials and related services, including lithium dispersants and binders [1] - The acquisition aligns with the growing demand in the new energy vehicle and energy storage sectors, driven by technological upgrades and the localization of high-end materials [1] - The company aims to leverage its platform advantages and integrate resources to create a new growth engine, while also accelerating its layout in high-end lithium battery auxiliary materials [1]

Core Viewpoint - The company aims to enhance its competitiveness in the new energy materials sector by acquiring a 70% stake in Shenzhen Haofei New Materials Co., Ltd. for 630 million yuan, valuing the target company at 900 million yuan [1][2] Group 1 - The acquisition will make Haofei New Materials a 70%-owned subsidiary of the company, which will be included in the consolidated financial statements [2] - This move signifies the company's entry into the lithium battery materials industry, focusing on key functional materials such as lithium battery binders and dispersants [2] - The company plans to leverage Haofei's channel advantages with leading clients in the lithium battery sector to accelerate its layout in high-end lithium battery auxiliary materials [2]

Group 1 - The company Dinglong Co., Ltd. announced that its sixth session of the eighth board meeting was held on January 26, 2026, in Wuhan, where it reviewed the proposal for external investment to purchase equity [1] - The meeting was conducted through on-site voting at the company's conference room located at No. 1 Dongjinghe Road, Economic and Technological Development Zone, Wuhan [1] Group 2 - International gold prices have surpassed $5,000, marking a 280% increase over the past seven years [1] - Experts suggest that the future trajectory of gold prices will depend significantly on the U.S. dollar, with a focus on the international monetary system, interest rate cuts, and technological revolutions [1]

每经AI快讯，1月26日，鼎龙股份（300054）公告，为落实公司"创新材料平台型企业"战略发展目标， 加强在新能源材料赛道的业务布局和竞争力，公司拟以自有或自筹资金6.3亿元，通过股权受让方式收 购深圳市皓飞新型材料有限公司70%股权，对应标的公司100%的整体估值为9亿元。本次交易完成后， 标的公司将成为公司持股70%的控股子公司，纳入公司合并报表范围。此举标志着公司正式切入以锂电 粘结剂、分散剂等关键功能工艺性辅材为代表的锂电材料行业。 ...

证券代码：300054 证券简称：鼎龙股份 公告编号：2026-006 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 关于对外投资购买股权的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 一、交易概述 （一）基本情况 为落实湖北鼎龙控股股份有限公司（以下简称"公司"或"鼎龙股份"） "创新材料平台型企业"战略发展目标，培育多领域产业增长极，加强公司在 新能源材料赛道的业务布局和竞争力，公司拟以自有或自筹资金 6.30 亿元，通 过股权受让方式收购国内绝对头部动力电池及储能电池企业供应链内的核心功 能工艺性辅材类供应商——深圳市皓飞新型材料有限公司（以下简称"皓飞新 材"、"标的公司"） 70% 股权，即对应标的公司 100%的整体估值为 9 亿元。 本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定 的重大资产重组。 本次交易完成后，标的公司将成为公司持股 70%的控股子公司，纳入公司 合并报表范围。此举标志着公司正式切入以锂电粘结剂、分散剂等关键功能工 艺性辅材为代表的锂电材料行业，在新能源汽车与储能双需求驱 ...