（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：看蓝剑航天的招股说明书，银邦股份的二股东无锡产 发（无锡新邦）是蓝剑航天四股东，无锡产发又是银邦股份合资的飞而康的大股东。无锡产发、银邦股 份、飞而康是相互绑定持股关系？ 银邦股份（300337.SZ）1月5日在投资者互动平台表示，无锡新邦科技有限公司持有公司11.02%的股 份，公司持有飞而康17.27%的股份。 ...

| 证券代码：300337 | 证券简称：银邦股份 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：123252 | 债券简称：银邦转债 | | 银邦金属复合材料股份有限公司 关于 2025 年第四季度可转债转股情况的公告 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。 特别提示： 一、 可转换公司债券基本情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会《关于同意银邦金属复合材料股份有限公司向不 特定对象发行可转换公司债券注册的批复》(证监许可〔2024〕1735 号)文同意， 本公司向不特定对象发行 7,850,000 张可转换公司债券，每张面值为人民币 100 元，募集资金总额人民币 785,000,000.00 元，扣除各项发行费用后的实际募集 资金净额为 775,217,433.97 元。募集资金已于 2025 年 1 月 13 日划至公司指定 账户。公证天业会计师事务所（特殊普通合伙）对公司上述募集资金到位情况进 行了验证，并出具了《银邦金属复合材料股份有限公司验资报告》（苏公 W[2025]B0 ...

Market Overview - As of December 31, the Shanghai Composite Index closed at 3968.84 points, up by 3.72 points, with a change of 0.09% [1] - The Shenzhen Component Index closed at 13525.02 points, down by 79.04 points, with a change of -0.58% [1] - The ChiNext Index closed at 3203.17 points, down by 39.73 points, with a change of -1.23% [1] Trading Activity - A total of 94 A-shares had a turnover rate exceeding 20% on the same day [1] - Notably, C Xin Guang Yi and Guang Dao Tui had turnover rates exceeding 50%, indicating significant trading activity [1] Top Stocks by Turnover Rate - C Xin Guang Yi (301687) had a closing price of 71.32 yuan, with a turnover rate of 80.68% and a price increase of 225.22% [1] - Guang Dao Tui (920680) closed at 0.86 yuan, with a turnover rate of 60.23% and a price decrease of -21.82% [1] - Other notable stocks include: - Yu Yin Co., Ltd. (002177) with a turnover rate of 56.99% and a price increase of 10.06% [1] - C Qiang Yi (688809) with a turnover rate of 56.70% and a price increase of 13.62% [1] - C Heng Dong Guang (920045) with a turnover rate of 53.79% and a price increase of 878.16% [1]

Group 1 - The A-share market saw a significant rise in non-ferrous metal stocks, particularly copper, with Jiangxi Copper leading the gains at nearly 9% [1] - The London Metal Exchange (LME) copper price increased by 2.7% to $12,550 per ton, reaching a historical high of $12,960 [1] - The annual cumulative increase in copper prices is approximately 43%, potentially marking the largest annual gain since 2009 [1] Group 2 - Jiangxi Copper's market capitalization is 189.4 billion, with a year-to-date increase of 175.86% [2] - Silver Bond's stock rose by 6.58%, with a market cap of 12.8 billion and a year-to-date increase of 39.88% [2] - Yunnan Copper's stock increased by 4.94%, with a market cap of 40.9 billion and a year-to-date increase of 70.80% [2]

Group 1 - The A-share market saw a significant rise in non-ferrous metal stocks, particularly in copper, with Jiangxi Copper rising nearly 9% and Yunnan Copper increasing by almost 5% [1] - International copper prices are expected to experience a strong increase by 2025, with LME copper rising 2.7% to $12,550 per ton, previously reaching a historical high of $12,960 [1] - The annual cumulative increase in copper prices is approximately 43%, potentially marking the largest annual increase since 2009, which saw a rise of over 140% [1] Group 2 - Jiangxi Copper's market capitalization is 189.4 billion, with a year-to-date increase of 175.86% [2] - Silver Bond's market capitalization is 12.8 billion, with a year-to-date increase of 39.88% [2] - Western Materials has a market capitalization of 22.2 billion, with a year-to-date increase of 161.40% [2] - Yunnan Copper's market capitalization is 40.9 billion, with a year-to-date increase of 70.80% [2] - Tongling Nonferrous's market capitalization is 80.6 billion, with a year-to-date increase of 93.98% [2]

| 证券代码：300337 | 证券简称：银邦股份 公告编号：2025-080 | | --- | --- | | 债券代码：123252 | 债券简称：银邦转债 | 银邦金属复合材料股份有限公司 关于可转换公司债券 2026 年付息的公告 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。 特别提示： 1、"银邦转债"（债券代码：123252）将于 2026 年 1 月 7 日按面值支付第一年利 息，每 10 张"银邦转债"（面值 1000 元）利息 2.00 元（含税）； 2、债券登记日：2026 年 1 月 6 日； 3、除息日：2026 年 1 月 7 日； 4、付息日：2026 年 1 月 7 日； 5、"银邦转债"票面利率：第一年为 0.20%，第二年为 0.40%，第三年为 0.80%， 第四年为 1.50%，第五年为 1.90%，第六年为 2.30%； 6、本次付息的债权登记日为 2026 年 1 月 6 日，凡在 2026 年 1 月 6 日（含）前 买入并持有本期债券的投资者享有本次派发的利息；2026 年 1 月 6 日卖出本期 债券的投资者 ...

截至12月29日收盘，大飞机概念上涨1.34%，位居概念板块涨幅第8，板块内，84股上涨，航天环宇20% 涨停，中超控股、海格通信、派克新材等涨停，超捷股份、光威复材、银邦股份等涨幅居前，分别上涨 16.35%、14.86%、14.18%。跌幅居前的有西测测试、宏达电子、再升科技等，分别下跌6.02%、 5.53%、5.10%。 | 000733 | 振华科 | 0.71 | 3.41 | 1263.41 | 1.27 | | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | 002984 | 森麒麟 | -0.38 | 1.71 | 1251.14 | 4.87 | | 600038 | 中直股 | 0.87 | 1.21 | 858.16 | 2.95 | | | 份 | | | | | | 688586 | 江航装 | -0.16 | 1.73 | 757.83 | 4.32 | | | 备 | | | | | | 300447 | 全信股 | -0.56 | 7.36 | 723.59 | 2.75 | | | 份 | | | | | | 60 ...

从资金流向上来看，当日工业金属板块主力资金净流出33.68亿元，游资资金净流出1.28亿元，散户资金 净流入34.96亿元。工业金属板块个股资金流向见下表： 证券之星消息，12月29日工业金属板块较上一交易日下跌2.03%，国城矿业领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300337 | 银邦股份 | 15.62 | 14.18% | 184.78万 | 27.06亿 | | 603876 | 鼎胜新材 | 15.76 | 9.98% | 66.30万 | 10.25亿 | | 601212 | 白银有色 | 6.24 | 6.30% | 600.40万 | 37.80亿 | | 000603 | 盛达资源 | 31.22 | 4.52% | 67.85万 | 21.27亿 | | 002988 | 豪美新材 | 38.16 | 3.92% | 5.60万 ...

Core Insights - The A-share market's AI narrative is clearly defined by a "hardware-first" approach, with exponential growth in computing power driving significant revenue increases in hardware sectors like CPO, AI servers, and storage chips [1] - The focus is shifting from hardware to applications as the AI industry matures, with expectations for a dual explosion in performance and valuation for AI application companies in 2026 [1][2] - The advertising sector is leading the commercialization of AI applications, particularly in digital advertising, where companies are leveraging AI for operational efficiency and new revenue streams [1][2] Hardware Sector Performance - Industrial Fulian (601138.SH) reported a fivefold year-on-year revenue increase in AI server-related business, while Zhongji Xuchuang (300308.SZ) saw significant growth in optical module revenue [1] - The hardware infrastructure is expected to provide the necessary support for application layers, with several brokerages indicating a shift in investment opportunities from hardware to application sides in 2026 [1] Advertising Sector Developments - Applovin (APP.US) exemplifies the success of AI in advertising, with a stock price increase of up to 56 times since the launch of ChatGPT, and a 71% year-on-year revenue growth in Q1 2025 [2] - BlueFocus (300058.SZ) and Leo Group (002131.SZ) have also begun to realize AI advertising business revenue, benefiting from large existing businesses and rich data resources [2][3] Vertical Industry Applications - Companies in vertical industries such as industrial AI, tax services, and office automation are achieving significant revenue growth through AI integration [5][6] - Nengke Technology (603859.SH) reported AI business revenue of 335 million yuan, accounting for 30.79% of total revenue, driven by its AI Agent products [5] - TaxFriend (603171.SH) achieved a 42.33% year-on-year increase in net profit, attributed to AI-driven revenue growth and efficiency improvements [6] 3D Printing Innovations - The release of Google's Nano Banana Pro is expected to revolutionize the 3D printing industry by significantly reducing design cycles and costs, thus driving demand for raw materials [8] - Companies like Changjiang Materials (001296.SZ) and Yinbang Co. (300337.SZ) are positioned to benefit from the anticipated growth in the 3D printing sector [9][10] Future Outlook - The A-share AI investment landscape is expected to transition from hardware speculation to application performance validation in 2026, with companies that have deep industry knowledge and data barriers likely to see significant profit growth [10] - The common traits among successful AI application companies include strong industry expertise, focus on vertical scenarios, and clear monetization strategies [7][10]

《2025-079银邦股份关于收到政府补贴的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2025年12月26日收盘，银邦股份（300337）报收于13.68元，较前一交易日上涨1.18%，最新总市值 为112.44亿元。该股当日开盘13.46元，最高13.96元，最低13.3元，成交额达11.91亿元，换手率为 12.27%。 公司近日发布公告称，银邦金属复合材料股份有限公司及子公司近期收到政府补助合计21,500,000元， 均为现金形式，不具备可持续性。其中与资产相关的补助为15,000,000元，包括设备补贴和固定资产补 贴；与收益相关的补助为6,500,000元，主要为贷款贴息及规上工业企业奖励。补助资金已到账，具体会 计处理及对公司损益的影响以审计机构年度审计确认结果为准。 最新公告列表 ...