公司在2025年11月表示，作为国有控股上市公司，正积极探寻产业链上下游的优质并购标的，以优化产 业布局。相关具体进展需以公司后续公告为准。 业绩经营情况 经济观察网根据公开信息，宜安科技（300328）(300328.SZ)在2025年四季度至2026年初有以下值得关 注的事件动态： 产业链状况 根据2025年三季报，公司第三季度净利润同比大幅增长10957%，扣非净利润同比上升884.33%，业务盈 利能力呈现回升态势。 股票近期走势 2025年12月下旬，公司股价因所属的"具身智能"、"铰链"等概念受到市场资金短期追捧，成交活跃度一 度明显升高。 以上内容基于公开资料整理，不构成投资建议。 公司基本面 截至2025年12月24日，公司市盈率(TTM)为负值，反映出盈利能力仍面临压力。其长期价值将取决于技 术创新、产品结构优化以及市场份额的拓展情况。 ...

Group 1 - The core viewpoint of the news is that Yian Technology (300328) is positioned to benefit from the successful verification of liquid metal efficient heat dissipation technology by China's manned space program, which fills an international data gap [1] - Yian Technology is a leading domestic enterprise in liquid metal production, and its full industry chain advantage is expected to yield dividends during the industry's explosive growth period [1] - The production base in Zhuzhou is set to alleviate the capacity bottleneck for high-end precision structural components [1] Group 2 - As of February 12, 2026, Yian Technology's stock price closed at 15.80 yuan, with a daily increase of 1.15%, but a cumulative decline of 0.57% over the past five days, underperforming the market and industry average [2] - The technical analysis indicates that the stock price is in a consolidation range, with a 20-day moving average at 16.91 yuan, a Bollinger Band resistance level at 18.82 yuan, and a support level at 15.14 yuan [2] - On the capital flow side, there was a net outflow of 11.4282 million yuan from institutional investors on that day, while retail investors had a net inflow of 11.4262 million yuan [2] Group 3 - Institutional research shows that Yian Technology has a general market attention level, with neutral sentiment prevailing, and both bullish and bearish ratings at 0%, while neutral ratings account for 100% [3] - The fund holding ratio is low at 0.18%, indicating a cautious attitude from institutions regarding the company's short-term outlook [3] - Profit forecasts indicate that the company's earnings per share for 2024 will be 0.00 yuan, with a year-on-year decline in net profit of 70.49%, suggesting continued pressure on the fundamentals [3]

Investment Rating - The report maintains an "A" rating for the magnesium alloy sector, indicating a leading performance compared to the market [1]. Core Insights - The magnesium/aluminum price ratio has reached a historical low, highlighting the economic advantages of magnesium alloys as their applications continue to expand across multiple industries [2]. - In January 2026, magnesium prices increased slightly, while aluminum prices surged, driven by demand from emerging industries such as photovoltaics and energy storage, leading to a favorable market environment for magnesium alloys [2]. - The export volume of magnesium products in 2025 decreased by 2.65% year-on-year, with a significant drop in export value by 17.15%. However, magnesium alloy exports showed a growth of 4.51%, indicating a structural shift towards high-value-added products in the industry [3]. Summary by Sections Market Performance - The magnesium market in January 2026 showed a balanced supply, with stable prices supported by steady demand [2]. - The magnesium/aluminum price ratio fell to 0.75, a decrease of 0.14 year-on-year, reflecting the competitive edge of magnesium alloys [2]. Industry Developments - The implementation of three new industry standards for magnesium processing began on February 1, 2026, marking a significant step towards energy conservation and environmental governance in the magnesium smelting industry [6]. - The aerospace sector has seen advancements with the use of magnesium-lithium alloy platforms, which significantly reduce weight and enhance performance [5]. Company Announcements - Baowu Magnesium Industry reported a projected net loss for 2025 due to declining magnesium prices, while Yian Technology also forecasted losses attributed to increased investments in new technologies and currency fluctuations [7]. Investment Recommendations - The report suggests focusing on companies with comprehensive industry chain layouts such as Baowu Magnesium Industry, and those with high exposure to magnesium alloy business like Xingyuan Zhuomei, as well as equipment suppliers benefiting from increased capital expenditures in the sector [8].

证券代码：300328 证券简称：宜安科技 公告编号：2026-012 号 东莞宜安科技股份有限公司 关于公司及子公司向金融机构申请授信额度 暨对子公司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、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 2025 年 4 月 18 日，东莞宜安科技股份有限公司（以下简称"宜安科技"或"公 司"）召开第五届董事会第十六次及第五届监事会第十二次会议，审议通过了《关 于公司及子公司向金融机构申请授信额度暨对子公司提供担保的议案》，同意株洲 宜安精密制造有限公司（以下简称"株洲宜安"）拟向相关金融机构申请不超过人 民币 30,000 万元授信额度，公司为其申请上述授信额度提供担保，有效期自公司股 东大会审议通过之日起 12 个月内有效。2025 年 5 月 12 日，公司召开 2024 年年度 股东大会，审议通过了上述议案。上述详情见公司于 2025 年 4 月 22 日、5 月 12 日 在巨潮资讯网上披露的相关公告。 （三）担保方式：公司提供连带责任保证。 二、《最高额保证合同》主要内容 （一）保证担保范围 包括债权本金、利息、复利、罚息、违约金、 ...

1月30日，宜安科技跌2.56%，成交额7.25亿元。两融数据显示，当日宜安科技获融资买入额6696.45万 元，融资偿还7951.71万元，融资净买入-1255.25万元。截至1月30日，宜安科技融资融券余额合计8.82 亿元。 融资方面，宜安科技当日融资买入6696.45万元。当前融资余额8.82亿元，占流通市值的7.79%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，宜安科技1月30日融券偿还0.00股，融券卖出6800.00股，按当日收盘价计算，卖出金额11.15 万元；融券余量1.52万股，融券余额24.91万元，超过近一年80%分位水平，处于高位。 责任编辑：小浪快报 截至9月30日，宜安科技股东户数5.72万，较上期增加33.81%；人均流通股12016股，较上期减少 25.19%。2025年1月-9月，宜安科技实现营业收入11.64亿元，同比减少1.75%；归母净利润34.30万元， 同比减少86.02%。 分红方面，宜安科技A股上市后累计派现1.58亿元。近三年，累计派现207.13万元。 机构持仓方面，截止2025年9月30日，宜安科技十大流通股东中，香港中央结算有限公司位 ...

每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 曾健辉） 每经AI快讯，宜安科技1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损1300 万元~1800万元，同比由盈转亏。业绩变动主要原因是，项目开发投入影响。报告期内，公司持续加大 项目开发投入力度，在非晶合金（液态金属）、生物可降解医用镁等领域持续投入，特别是围绕某重点 客户做了大幅的投入，影响业绩。汇率变动影响。公司约35%的营业收入来自出口业务，人民币持续升 值影响部分利润，影响业绩。非经常性损益变化影响。 ...

扭亏为盈 同向上升 √同向下降 东莞宜安科技股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：300328 证券简称：宜安科技 公告编号：2026-011 号 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 | 亏损：1,300万元-1,800万元 | 盈利：100.55万元 | | 股东的净利润 | | | | 扣除非经常性损 | 亏损：2,500万元-3,000万元 | 亏损：2,738.39万元 | | 益后的净利润 | | | 二、与会计师事务所沟通情况 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。 公司已就业绩预告有关事项与年报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重大分歧。 三、业绩变动原因说明 一、本期业绩预计情况 （一）业绩预告期间：2025年1月1日-2025年12月31日 （二）业绩预告情况： （四）投资战略核心资产影响 报告期内，公司加大对新生产基地的投入，东莞铝镁合金生产基地 ...

Group 1 - The industrial metal sector increased by 2.62% on January 29, with Yiqiu Resources leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Notable gainers in the industrial metal sector included Yiqiu Resources, which rose by 10.08% to a closing price of 4.37, and Tongling Nonferrous Metals, which increased by 10.06% to 9.19 [1] Group 2 - The industrial metal sector experienced a net outflow of 7.772 billion yuan from institutional investors, while retail investors saw a net inflow of 6.846 billion yuan [2] - The top losers in the industrial metal sector included Yian Technology, which fell by 6.03% to a closing price of 16.82, and Guocheng Mining, which decreased by 5.63% to 29.14 [2] Group 3 - Major stocks with significant net inflows included Ding Sheng New Materials, which had a net inflow of 138 million yuan, and Yiqiu Resources with a net inflow of 128 million yuan [3] - Conversely, stocks like Yunnan Copper experienced a net outflow of 226 million yuan from speculative funds [3]

2025 年 4 月 18 日，东莞宜安科技股份有限公司（以下简称"宜安科技"或"公 司"）召开第五届董事会第十六次及第五届监事会第十二次会议，审议通过了《关 于公司及子公司向金融机构申请授信额度暨对子公司提供担保的议案》，同意公司 拟向相关金融机构申请不超过人民币 150,000 万元授信额度，有效期自公司股东大 会审议通过之日起 12 个月内有效。2025 年 5 月 12 日，公司召开 2024 年年度股东 大会，审议通过了上述议案。上述详情见公司于 2025 年 4 月 22 日、5 月 12 日在巨 潮资讯网上披露的相关公告。 2026 年 1 月 28 日，公司与北京银行股份有限公司深圳分行（以下简称"北京 银行深圳分行"）签署《综合授信合同》。2026 年 1 月 29 日，公司与中国建设银 行股份有限公司东莞市分行（以下简称"建设银行东莞市分行"）签署《跨境代付 通业务合同》。现将上述情况公告如下： 证券代码：300328 证券简称：宜安科技 公告编号：2026-010 号 东莞宜安科技股份有限公司 关于公司向金融机构申请授信额度的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和 ...

Core Viewpoint - Dongguan Yian Technology Co., Ltd. has signed a project agreement to establish a standard factory for the production of amorphous alloys, which is expected to enhance the company's core competitiveness and sustainable operational capacity [1][2]. Group 1: Project Development - The project involves leasing 132 acres of land and constructing a building area of 130,700 square meters for the amorphous alloy (liquid metal) benchmark project [1]. - The factory is scheduled to start construction within six months after delivery, with the first phase expected to be operational within 12 months and full production within 24 months [1]. Group 2: Market Demand and Applications - The demand for amorphous alloys is accelerating due to the rapid development of sectors such as foldable screens and new energy vehicles [1]. - Yian Technology's amorphous alloys are already being used in various fields, including as core materials for foldable screen hinges supplied to major brands like Huawei [2]. - The new base in Zhuzhou will enhance production capacity to meet the growing market demand for foldable smartphones and laptops [2]. Group 3: Technological Innovation - Yian Technology holds over 300 patents and 7 industry standards in the field of amorphous alloys, maintaining a product yield rate of over 90%, which establishes a strong technological barrier [2]. - The scale production at the Zhuzhou base is expected to reduce unit costs and strengthen price competitiveness while providing greater practical space for technological iteration [2]. Group 4: Industry Trends - The establishment of the Zhuzhou base reflects the rise of China's new materials industry driven by policy benefits and market demand [2]. - The company's strategic layout, including the adjustment of production capacity and the collaboration of three major bases, aligns closely with market trends and industry dynamics [2].