Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [1] Core Views - The non-ferrous metals sector saw a weekly increase of 2.78%, ranking first among all primary industries, with energy metals up 13.38% and industrial metals up 1.37% [14][1] - The precious metals market has fully priced in the Federal Reserve's interest rate hike expectations, with the Turkish central bank's gold sales exacerbating market volatility [4][48] - Industrial metals prices rebounded as signals of US-Iran negotiations emerged, alleviating previous panic [28][27] Summary by Sections Market Review - The Shanghai Composite Index fell by 1.09%, while the non-ferrous metals sector rose by 2.78%, outperforming the index by 3.87 percentage points [14] - Among the sub-sectors, energy metals and small metals performed well, while precious metals faced declines [14] Industrial Metals - **Copper**: Prices increased with LME copper at $12,141 per ton (up 2.59%) and SHFE copper at ¥95,930 per ton (up 1.26%). Domestic smelting plant repairs led to a rapid decline in social inventory, down 14.86% to 519,500 tons [32][2] - **Aluminum**: LME aluminum rose to $3,285 per ton (up 2.90%), while SHFE aluminum fell to ¥23,935 per ton (down 0.35%). Supply risks increased due to attacks on facilities in Bahrain and the UAE [38][39] - **Zinc**: Prices rose with LME zinc at $3,107 per ton (up 1.65%) and SHFE zinc at ¥23,380 per ton (up 1.94%). Both LME and SHFE inventories decreased [41] - **Tin**: LME tin prices increased to $46,000 per ton (up 7.38%) and SHFE tin to ¥362,460 per ton (up 5.83%) due to improved downstream demand [45] Precious Metals - Gold prices fell slightly, with COMEX gold at $4,489.70 per ounce (down 0.05%) and SHFE gold at ¥998.66 per gram (down 3.90%). The market has fully priced in the Fed's interest rate hike expectations [48][4] - The Turkish central bank sold 58.4 tons of gold, impacting market stability [48] - Recent geopolitical tensions have led to a simultaneous rise in gold and oil prices, indicating a return of gold's inflation-hedging and safe-haven attributes [49]

广东新劲刚科技股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 广东新劲刚科技股份有限公司（以下简称"新劲刚"或"公司"）于 2025 年 3 月 21 日召开了第五届董事会第四次会议和第五届监事会第四次会议，审议通过了 《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超过人民 币 13,500.00 万元（含本数，下同）的闲置募集资金暂时补充流动资金，用于主营业 务相关的生产经营使用，使用期限自公司第五届董事会第四次会议审议通过该议案之 日起不超过 12 个月。具体内容详见公司 2025 年 3 月 22 日刊载于巨潮资讯网 （www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时补充流动资金的公告》 （公告编号：2025-007）。 在使用此部分闲置募集资金暂时补充流动资金期间，公司严格遵守《上市公司募 集资金监管规则》《深圳证券交易所创业板股票上市规则》及《深圳证券交易所上市 公司自律监管指引第 2 号——创业板上市公司规范运作》的相关规定，仅用于与主营 业务相关的 ...

证券代码：300629 证券简称：新劲刚 公告编号：2026-004 1 1、广东新劲刚科技股份有限公司（以下简称"公司""上市公司"或"新劲刚"） 正在筹划收购湖南高至科技有限公司（以下简称"标的公司"或"高至科技"） 的控股权（以下简称"本次交易"），本次交易完成后公司预计将实现对标 的公司的控股。 2、标的公司主要聚焦特殊应用领域智能仿真信息系统、飞行器关键部组件的研 发生产与销售，具备飞行器总体设计能力。标的公司在技术和市场等方面与 公司具备协同互补效应。上市公司收购高至科技后，将助力公司产业链价值 全面升级。一方面公司将构建软硬件深度融合的智能化产品和服务能力，为 打造成国内领先的特殊应用领域智能化产品及服务平台奠定坚定基础；另一 方面公司在飞行器和反无系统等两大领域都将构建起总体级全栈研发设计 与生产能力。 3、收购价格将以经具有证券从业资格的评估机构出具的资产评估报告载明的评 估值为参考依据，综合考虑标的公司所处行业、成长性、交割日审计的净资 产情况等因素，由交易各方协商一致，并在履行完毕所有必要的内外部审批 程序后，于交易各方签署的最终交易文件中予以确定。 4、根据《深圳证券交易所创业板股票上 ...

特此公告。 广东新劲刚科技股份有限公司董事会 2026 年 3 月 6 日 -1- 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。 广东新劲刚科技股份有限公司（以下简称"公司"）的全资子公司佛山市康 泰威新材料有限公司（以下简称"康泰威"）于近日收到广东省科学技术厅、广 东省财政厅、国家税务总局广东省税务局联合颁发的《高新技术企业证书》（证 书编号：GR202544003603），属于原《高新技术企业证书》有效期满后通过重新 认定的情形，发证时间：2025 年 12 月 19 日，有效期：三年。 根据《中华人民共和国企业所得税法》以及国家对高新技术企业的相关税收 规定，康泰威自获得高新技术企业认定当年起三年内（即 2025 年至 2027 年）可 继续享受国家关于高新技术企业的相关税收优惠政策，按 15%的税率缴纳企业所 得税。2025 年度,康泰威已根据相关规定进行企业所得税的纳税申报及预缴，因 此本次取得高新技术企业证书不影响康泰威 2025 年度的相关财务数据。 证券代码：300629 证券简称：新劲刚 公告编号：2026-003 广东新劲刚科技股份有限 ...

Core Viewpoint - The company Xin Jing Gang (新劲刚) reported that as of January 30, 2026, the number of shareholders reached 29,444 [1] Group 1 - The company provided an update on its shareholder count, indicating a significant engagement with investors [1]

Core Viewpoint - The company has clarified its current involvement in satellite technology and its business contributions, indicating a cautious approach towards future developments and acquisitions [2]. Group 1: Company Involvement in Satellite Technology - The subsidiary, Kuanpu Technology, has not participated in the "Tiansuan Constellation" project related to the "Honghu 3" satellite products and technical services [2]. - The products that Kuanpu Technology has developed in the satellite field include frequency conversion components and T/R components, but their contribution to the overall profit of the company remains small [2]. - The development of the satellite industry is influenced by multiple factors, including policies, technological iterations, and market conditions, leading to a degree of uncertainty [2]. Group 2: Business Strategy and Mergers - Kuanpu Technology has not yet provided low-latency microwave link T/R components as part of the "Star Cable Plan" [2]. - The company adheres to a prudent principle regarding mergers and acquisitions, and currently, there are no undisclosed merger or restructuring matters [2]. - Should there be any future plans related to mergers or acquisitions, the company will comply with legal and regulatory disclosure requirements [2].

Core Viewpoint - The company has successfully integrated its subsidiary, Kuanpu Technology's RF power amplifier products into the domestic large aircraft C919 supply chain, achieving small batch deliveries [1] Group 1: Company Developments - Kuanpu Technology's RF power amplifier products are specifically designed for certain systems of the C919 aircraft, providing technical support for the overall performance stability of the aircraft [1] - The company plans to continue focusing on its core business and dynamically optimize its operational strategies to seize opportunities in industry development [1] Group 2: Future Outlook - The company aims to create long-term value for investors by leveraging opportunities within the industry [1]

Group 1 - The core viewpoint of the article is that Xin Jing Gang (300629.SZ) has successfully integrated its subsidiary Kuan Pu Technology's RF amplifier products into the domestic large aircraft C919 supply chain, achieving small batch deliveries [1] - The RF amplifier products are designed to support specific systems of the C919 model, providing technical support for the stable performance of the entire aircraft [1] - The company plans to continue focusing on its main business, dynamically optimizing its operational strategies to seize opportunities in industry development and create long-term value for investors [1]

Core Viewpoint - The company has successfully integrated its RF amplifier products into the domestic large aircraft C919 supply chain, achieving small batch deliveries and providing technical support for the aircraft's performance stability [1]. Group 1: Company Developments - The subsidiary, Kuanpu Technology, has successfully entered the C919 industry chain with its RF amplifier products [1]. - The company plans to continue focusing on its core business and dynamically optimize its operational strategies to seize opportunities in the industry [1]. Group 2: Future Outlook - The company aims to create long-term value for investors by leveraging industry development opportunities [1].

Core Viewpoint - The company, Xin Jing Gang, emphasizes its strong position in the RF microwave sector through multiple patents and a stable supply chain for core components [1] Group 1: Patents and Technology - The company has several patents in the RF microwave field, covering key technology areas related to the R&D and production of T/R components [1] - Patent information is publicly available on the official platform of the National Intellectual Property Administration [1] Group 2: Supply Chain and Partnerships - The company has established a diversified and stable supply system for core components, maintaining good relationships with several high-quality suppliers in the industry [1] Group 3: Strategic Focus - The company will continue to deepen its efforts in the RF microwave field, aiming to enhance the self-controllable capabilities of core components and improve product competitiveness [1]