格隆汇1月15日丨美联新材(300586.SZ)在互动平台表示，公司的高分子材料不可以用于ai+量子的研究。 ...

证券之星消息，1月13日塑料板块较上一交易日下跌3.01%，瑞华泰领跌。当日上证指数报收于4138.76， 下跌0.64%。深证成指报收于14169.4，下跌1.37%。塑料板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 001255 博菲电气 | | 8455.74万 | 45.40% | -5229.15万 | -28.08% | -3226.59万 | -17.33% | | 000973 佛塑科技 | | 3338.29万 | 4.21% | -1275.44万 | -1.61% | -2062.85万 | -2.60% | | 001359 | 平安电工 | 2974.51万 | 12.98% | -31.69万 | -0.14% | -2942.82万 | -12.84% | | 601026 道生天合 | | 2928.08万 | 9.47% | -66.15万 | -0.21% | ...

Group 1 - The core viewpoint of the article highlights the growth of industrial enterprises in Guangdong Province, with a total of 75,976 enterprises reported as of January-November 2025, marking an increase of 2,062 enterprises or a year-on-year growth of 2.79% [1][1][1] - The report indicates that Guangdong Province accounts for 14.45% of the total number of industrial enterprises in the country [1][1][1] Group 2 - The article references a market assessment report by Zhiyan Consulting, which focuses on the industrial cloud industry in China from 2026 to 2032, providing insights into market opportunities and investment forecasts [1][1][1] - The data regarding the number of industrial enterprises in Guangdong is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, emphasizing the credibility of the information [1][1][1]

Core Viewpoint - Meilian New Materials (300586.SZ) plans to raise up to 1 billion yuan through a private placement of A-shares to fund its new energy and polymer materials industrialization project, with a total investment of 2.767 billion yuan [1] Financial Performance - The company's net profit attributable to the parent company, excluding non-recurring gains and losses, is projected to be 305 million yuan, 101 million yuan, and 33 million yuan for the years 2022 to 2024 respectively, with a loss of 27.394 million yuan reported for the first nine months of 2025 [1] - In 2023, the company distributed cash dividends amounting to 35.5608 million yuan, while no profit distribution occurred in 2022 and 2024 [1] Fund Utilization - In 2021, the company raised approximately 458 million yuan through a private placement, with about 248 million yuan utilized for the fundraising project by December 31, 2025, and surplus funds along with interest income totaling approximately 221 million yuan permanently supplementing working capital [1] - The core fundraising project, "Functional Masterbatch and Biodegradable Masterbatch Industrialization Project," had a committed investment of about 326 million yuan, but the actual investment was only around 115 million yuan, resulting in a discrepancy of 211 million yuan [1] Project Outcomes - The project is set to conclude by the end of 2023, but as of the end of 2025, the capacity utilization rate was only 8.08%, with net profits of -711,500 yuan and 164,300 yuan for 2024 and 2025 respectively, significantly below the expected targets [1]

中国经济网北京1月12日讯美联新材（300586）(300586.SZ)1月9日晚间披露了关于终止向不特定对象发 行可转换公司债券的公告和2026年度向特定对象发行A股股票预案。 公司于2026年1月9日召开第五届董事会第十次会议，审议通过了《关于终止向不特定对象发行可转换公 司债券的议案》，同意公司终止向不特定对象发行可转换公司债券(以下简称"可转债")，该议案尚需提 交股东会审议。 公司于2023年7月4日和2023年7月21日分别召开第四届董事会第二十九次会议及2023年第三次临时股东 大会审议通过了公司向不特定对象发行可转债的相关议案，本次可转债的发行总额不超过人民币 100,000万元(含100,000万元)，具体发行数额提请公司股东大会授权公司董事会及其授权人士在上述额 度范围内确定。 美联新材在公告中表示，自披露发行预案以来，公司与相关中介机构积极推进相关工作，但鉴于公司实 际情况及再融资计划调整，经与中介机构审慎研究，公司决定终止本次公开发行可转债事项，后续拟通 过向特定对象发行A股股票方式进行融资。 美联新材本次向特定对象发行股票的募集资金总额不超过100,000.00万元(含本数)，扣除发 ...

Key Points - Major asset restructuring plans are underway for several companies, including JiaoYun Co. and Dongzhu Ecology, with significant risks of termination noted for Dongzhu Ecology's restructuring efforts [11][12] - ST KeliDa is set to resume trading on January 12, 2026, following a proposed change in its actual controller [5] - NineLink Technology has terminated its major asset restructuring plans due to disagreements on core transaction terms [6] - Companies like Huazhou Laojiao and others have announced substantial profit distributions and performance forecasts, indicating positive growth trends [8][9][10] Focus Area 1: Asset Restructuring - JiaoYun Co. is planning a major asset swap involving its automotive sales and service segments with assets from its controlling shareholder [11] - Dongzhu Ecology is attempting to acquire control of Kai Rui Xing Tong Information Technology but faces significant termination risks due to valuation disagreements [12] - NineLink Technology has decided to halt its plans to acquire a 51% stake in Chengdu Neng Tong Technology after failing to reach consensus on key transaction details [6] Focus Area 2: Trading Resumption and Risk Warnings - ST KeliDa will resume trading on January 12, 2026, after a proposed change in its actual controller [5] - China First Heavy Industries and Oriental Pearl have issued risk warning announcements regarding their stock trading, highlighting the volatility and lack of revenue from certain projects [3][4] Focus Area 3: Performance Forecasts - Huazhou Laojiao expects a net profit of between 235 million to 271 million yuan for 2025, a significant recovery from a loss in the previous year [8] - China Shipbuilding Defense anticipates a net profit increase of 149.61% to 196.88% for 2025, driven by improved production efficiency and revenue from joint ventures [9] - Daotong Technology projects a net profit of 900 million to 930 million yuan for 2025, reflecting a growth of 40.42% to 45.10% [10]

Group 1 - The State Council of China is implementing a package policy to promote domestic demand through fiscal and financial collaboration, focusing on enhancing consumer capacity and supporting private investment [1] - The Ministry of Finance and the State Taxation Administration announced the cancellation of the export VAT rebate for photovoltaic products starting April 1, 2026, which is expected to help stabilize foreign market prices and reduce trade friction risks [1] - The State Administration for Market Regulation is conducting an investigation into the competitive status of the food delivery service industry, with major platforms like Meituan and JD Express expressing their willingness to cooperate [1] Group 2 - Baogang Co. announced an adjustment in the related transaction price for rare earth concentrate to 26,834 yuan per ton (excluding tax), reflecting a 2.4% increase from the previous quarter [3] - The company Tongfu Microelectronics plans to raise no more than 4.4 billion yuan through a private placement [3] - Zhongchao Technology expects a net profit increase of 149.61% to 196.88% year-on-year for 2025 [3]

Group 1 - On January 10, a total of 5 companies in the A-share market announced related plans for private placements [1] - Among these, 2 companies disclosed new private placement proposals, 1 proposal was approved by the shareholders' meeting, and 1 proposal was approved by the exchange [1] - The highest proposed fundraising amounts were from Tongfu Microelectronics and Meilan New Materials, with plans to raise no more than 4.4 billion and 1.0 billion respectively [1] Group 2 - Since the beginning of the year, 5 companies have announced completed private placement plans, with 3 companies raising over 1.0 billion [1] - The companies with the highest fundraising amounts were Shuneng Electric, Shenzhen Sanda A, and Taisheng Wind Energy, raising a total of 1.649 billion, 1.2 billion, and 1.176 billion respectively [1]

Core Viewpoint - Meilian New Materials plans to raise 1 billion yuan for the industrialization project of new energy and polymer materials, emphasizing the integration of circular economy concepts and global strategic deployment [1][2] Group 1: Project Overview - The project aims to leverage the geographical advantage of Xuanhan County, located 185 kilometers from Wanzhou Port, to create a "technology + resources + logistics" ecosystem [1] - Wanzhou Port, as the deepest water port in the Yangtze River Three Gorges area, enhances logistics efficiency, reducing transportation time and costs by approximately 20% compared to road transport [1] - The project is expected to significantly improve the competitiveness of products such as color masterbatches, titanium dioxide, and ferrous sulfate by providing a "low-cost export" channel [1] Group 2: Cost Reduction and Resource Utilization - The project utilizes a one-stop integrated process from sulfur to sulfuric acid, titanium dioxide, and white masterbatches, generating by-products such as 900,000 tons of sulfuric acid and 600,000 tons of ferrous sulfate [2] - The sale of surplus sulfuric acid to nearby phosphate chemical companies is projected to generate an annual revenue of approximately 300 million yuan [2] - The comprehensive production cost of color masterbatches is expected to decrease by over 15% compared to traditional methods, saving about 2,000 yuan per ton, leading to an annual cost saving of around 600 million yuan at full production [1][2] Group 3: Strategic Significance - The fundraising initiative reflects the company's strategic positioning and confidence in future development, aligning with industry trends and leveraging its advantages [2] - The integration of efficient logistics, cost-effective core resources, and green circular economy practices establishes a complete competitive barrier for the company [2] - The project is anticipated to enhance profitability and core competitiveness, contributing to sustainable long-term value for investors and facilitating the company's transition from domestic leadership to global expansion [2]

证券日报网讯1月9日，美联新材（300586）发布公告称，公司将于2026年1月26日召开2026年第一次临 时股东会。 ...