证券代码：300631 证券简称：久吾高科 公告编号：2025-027 江苏久吾高科技股份有限公司 关于提前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。 江苏久吾高科技股份有限公司（以下简称"公司"）于 2024 年 8 月 25 日召 开第八届董事会第十三次会议、第八届监事会第十二次会议，分别审议通过了《关 于使用部分闲置募集资金暂时补充流动资金的议案》，同意在保证公司募集资金 投资项目（以下简称"募投项目"）正常进行的前提下，公司及实施募投项目的 子公司使用部分闲置募集资金暂时补充流动资金，合计金额不超过人民币 5,000.00 万元，使用期限自公司董事会审议通过之日起不超过 12 个月，在有效 期内上述额度可以滚动循环使用，到期前将归还至募集资金专户。具体内容详见 公司于巨潮资讯网（http://www.cninfo.com.cn）披露的《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：2024-046）。 经确认，截至 2025 年 7 月 24 日，公司及实施募投项目的子公司已将用于暂 时补充 ...

截至7月18日收盘，盐湖提锂概念上涨3.30%，位居概念板块涨幅第1，板块内，37股上涨，富淼科技、 久吾高科等20%涨停，盛新锂能、国机通用、金圆股份等涨停，唯赛勃、天齐锂业、万邦达等涨幅居 前，分别上涨9.95%、5.11%、5.00%。跌幅居前的有贤丰控股、*ST正平、富临精工等，分别下跌 2.04%、1.82%、0.45%。 今日涨跌幅居前的概念板块 （文章来源：证券时报网） 盐湖提锂概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002240 | 盛新锂 能 | 10.00 | 7.53 | 32653.70 | 35.30 | | 300631 | 久吾高 科 | 20.01 | 24.13 | 14454.76 | 15.83 | | 002466 | 天齐锂 业 | 5.11 | 5.54 | 13920.20 | 4.78 | | 000792 | 盐湖股 份 | 3.60 | 2.28 ...

Core Viewpoint - The A-share market showed strong performance on July 18, with the ChiNext Index reaching an 8-month high, driven by significant gains in rare earth permanent magnet stocks and other sectors [2][4][3]. Group 1: Market Performance - The A-share market indices rose, with the ChiNext Index breaking its February high, reaching 2296.91 points, marking the highest level in 8 months [4]. - The overall market saw strong gains in sectors such as non-ferrous metals, steel, coal, and basic chemicals, while public utilities, media, and light manufacturing sectors experienced declines [4]. Group 2: Rare Earth Sector - The rare earth permanent magnet concept surged, with stocks like Jiu Wu High-Tech and Northern Rare Earth hitting the daily limit, reflecting strong investor interest [4][7]. - A new rare earth mineral named "Ned Yellow River" was discovered, which has been approved by the International Mineralogical Association, potentially boosting the sector's profile [7]. - Several rare earth companies reported significant profit increases, with Huahong Technology expecting a net profit growth of 3047% to 3722% year-on-year for the first half of the year, and Northern Rare Earth projecting a growth of 1883% to 2015% [7]. Group 3: Individual Stock Highlights - The stock of Shangwei New Materials hit the daily limit for the eighth consecutive trading day, with a cumulative increase of 330.21% since July [9][11]. - The company announced a significant share transfer agreement that could change its controlling shareholder, pending approval from the shareholders' meeting and regulatory bodies [11][12]. - Haixing Co. also saw its stock hit the limit for the third consecutive trading day, indicating strong market interest [14].

稀土迎重磅利好！ 一是，7月18日早上，国家安全部官微发声，截断稀土相关物项非法出境渠道，有力维护了我资源安全与国家安全。 二是，从中国地质大学（武汉）获悉，该校联合内蒙古自治区地质调查研究院，在内蒙古白云鄂博矿床主矿矿段的矿体中部，发现一种新稀土矿物，命名为"钕 黄河矿"。 三是，人形机器人迎来大爆发，而稀土当下重要的应用场景增量就是人形机器人。 今天早上，稀土永磁板块再度大爆发。北方稀土一度涨停，包钢股份大涨，久吾高科20%涨停。分析人士认为，若美元周期性走弱，有色板块有望迎来整体重估机 会。而由于行业特性，稀土无疑是弹性最大的分支之一。 三大利好 稀土持续迎来利好。 首先，国家安全部官微7月18日早上刊发文章称，稀土相关物项具有军民两用属性，是国家战略资源。为了更好地维护国家安全和利益，我国充分借鉴国际通行做 法，依法对稀土相关物项实施出口管制。但近年来，境外间谍情报机关及其代理人企图勾连策反境内不法分子，利用寄递手段窃取我稀土相关物项，给我国家安全 带来严重危害。 针对一些非法行为，掌握确凿证据后，国家安全机关会同有关部门依法采取行动，截断稀土相关物项非法出境渠道，有力维护了我资源安全与国家安全。 其 ...

Core Insights - Jiangsu Province announced a list of 1846 proposed recognized "three firsts and two new" technology products for 2025, with 170 products from Nanjing included [1] - The list includes 41 first sets of equipment, 33 first batches of new materials, 31 first versions of software, and 1741 "two new" technology products [1] - First sets of equipment are considered a key indicator of a company's core competitiveness and high-quality development in manufacturing [1] Group 1: First Sets of Equipment - Nanjing has 14 first sets of equipment recognized, accounting for approximately 34% of the total in Jiangsu [1] - JW-MCM titanium gypsum resource utilization technology developed by Jiu Wu High-tech Co., Ltd. is among the recognized products, addressing issues with traditional titanium gypsum and enabling sustainable development for titanium dioxide enterprises [1] Group 2: First Batches of New Materials - Nanjing has 4 products recognized in the first batch of new materials, including low-resistance membrane filtration materials and medical laser fibers [2] - The recognized new materials showcase advancements in various sectors, including OLED organic light-emitting materials and special alloys for aviation engines [2] Group 3: First Versions of Software - Nanjing has 11 first versions of software products recognized, highlighting the city's growth as a software hub [2] - Tianfu Software Co., Ltd.'s industrial AI platform was selected, providing tools for users to develop intelligent applications and optimize production and operations [2] Group 4: Applications of AI Technology - The AI platform has been successfully applied in real-world scenarios, such as the online fault diagnosis and intelligent warning system for large thermal power units developed in collaboration with Zhu Hai Economic Special Zone [3] - The system integrates real-time data collection and monitoring, significantly improving operational efficiency and preventing equipment failures, resulting in direct economic benefits exceeding one million yuan [3] Group 5: Two New Technology Products - Nanjing has 141 products recognized in the "two new" technology product category, reflecting the city's innovation capabilities [4]

智通财经7月18日电，中色股份涨停，久吾高科涨超10%，华宏科技、北方稀土涨超5%，包钢股份、金 田股份、九菱科技、中科磁业、盛和资源等跟涨。消息面上，多只稀土永磁上市公司中报大幅预增，其 中，华宏科技预计上半年净利同比增长3047%-3722%，北方稀土预计上半年净利同比增长 1883%-2015%。 稀土永磁概念股再度走强 中色股份涨停 ...

Group 1 - The rare earth permanent magnet sector showed significant activity, with the sector index rising by 5.64% and several stocks, including Northern Rare Earth (600111) and China Rare Earth (000831), hitting the daily limit [1] - Northern Rare Earth announced a projected net profit increase of 1882.54% to 2014.71 million by the first half of 2025, driven by market stabilization, increased production and sales, and cost reduction efforts [1] - The global market size for rare earth permanent magnets is expected to reach approximately $17 billion in 2024 and $27 billion in 2025, indicating substantial growth potential for the industry [1] Group 2 - Northern Rare Earth is the largest supplier of light rare earth products in China and globally, focusing on rare earth raw materials, functional materials, and some end-use products [2] - China Rare Earth primarily engages in the production and operation of rare earth oxides and offers technology research and consulting services [3] - Shenghe Resources has a diverse range of rare earth products, including both light and heavy rare earths [4] - Jiuwu Hi-Tech specializes in the development of membrane separation technology for ion-type rare earth mining and the research of rare earth leachate pretreatment processes [4] - Baotou Steel's main products include rare earth concentrates and fluorite [5] - Jinchuan Magnetics is a leading supplier of high-performance rare earth permanent magnet materials in the new energy and energy-saving sectors [6] - Guangsheng Nonferrous Metals focuses on rare earth mining, smelting separation, deep processing, and non-ferrous metal trading [7] - China Nonferrous Metal Industry's Technology is a leader in lead-zinc smelting and rare earth separation technologies in China [8]

Core Viewpoint - The rare earth permanent magnet concept stocks have seen a significant rise, with nearly 10 stocks hitting the daily limit up, indicating strong market interest and potential investment opportunities in this sector [1] Group 1: Stock Performance - Benlang New Materials reached the daily limit up with a 30% increase [1] - Other notable stocks that hit the daily limit up include Shenghe Resources, Northern Rare Earth, Huahong Technology, Jiuwu High-Tech, China Nonferrous Metal Mining, and Baotou Steel, among others [1] - JiuLing Technology, West Magnetic Technology, and Zhongke Magnetic Industry saw increases of over 10% [1]

Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's 32.2 million shares have been transferred, accounting for 7.30% of the total share capital, reducing his holding from 17.26% to 16.75, with no change in company control [1] - Aikang Co., Ltd. (300889.SZ): Shareholders Zhang Fengbin and Feng Renrong reduced their holdings by a total of 1.76 million shares, accounting for 1.06% of the total share capital, completing the reduction plan [1] - Allianz Ruishi (301042.SZ): Director Shen Lei reduced his holdings by 98,700 shares, accounting for 0.14% of the total share capital, with the reduction plan period ending [1] Group 2 - Baotong Technology (300031.SZ): Controlling shareholder Bao Zhifang and director Tang Yu plan to reduce their holdings by up to 8.3749 million shares and 1.526988 million shares, accounting for no more than 2% and 0.36% of the total share capital, respectively [2] - Biyiwei (688045.SH): Shareholders Fang Guang Erqi and Yuan Chengjun plan to reduce their holdings by up to 139,680 shares and 69,840 shares, accounting for no more than 2% and 1% of the total share capital, respectively [2] - Chahua Co., Ltd. (603615.SH): Shareholder Shenzhen Hanjinliang reduced 2.397 million shares, accounting for 0.99% of the total share capital, completing the reduction plan [2] Group 3 - Dacai Co., Ltd. (605287.SH): Shareholder Qingdao Dikuang Chanquan Development Co., Ltd. reduced 3.64 million shares, accounting for 2.60% of the total share capital, completing the reduction plan [3] - Dize Pharmaceutical (688192.SH): Vice President Zhang Shiying reduced 161,550 shares, accounting for 0.0035% of the total share capital, completing the reduction plan [3] - Fuhan Micro (300613.SZ): Controlling shareholder's concerted action party plans to reduce up to 6.90208 million shares, accounting for 3% of the total share capital [3] Group 4 - Guanghuan Xinwang (300383.SZ): Directors and vice presidents plan to reduce a total of up to 720,476 shares, accounting for no more than 0.04% of the total share capital [4] - Hanyu Group (300403.SZ): Director and Vice President Wu Geming plans to reduce up to 1 million shares, accounting for 0.1658% of the total share capital [4] - Haosen Intelligent (688529.SH): Shareholders plan to reduce a total of up to 3 million shares, accounting for 1.7838% of the total share capital [4] Group 5 - Huilong New Materials (301057.SZ): Controlling shareholder's concerted action party plans to reduce up to 3.482902 million shares, accounting for 3% of the total share capital excluding repurchased shares [5] - Huitong Co., Ltd. (688219.SH): Shareholder Tong'an Fund reduced 4.667815 million shares, accounting for 0.93% of the total share capital, completing the reduction plan [5] Group 6 - Jiangsu Shentong (002438.SZ): Shareholder Huzhou Fenglin Huoshan Equity Investment Partnership reduced a total of 14.205 million shares, accounting for 2.798808% of the total share capital, completing the reduction plan [6] - Jiangtian Chemical (300927.SZ): Shareholder Jiangshan Co., Ltd. reduced 1.3265 million shares, accounting for 0.92% of the total share capital [6] - Jin Sanjiang (301059.SZ): Shareholder Guangzhou Saina reduced 104,900 shares, accounting for 0.05% of the total share capital, completing the reduction plan [6] Group 7 - Jingxue Energy (301010.SZ): Controlling shareholder's concerted action party reduced 1.08 million shares, accounting for 1% of the total share capital, completing the reduction plan [7] - Jiuwu High-Tech (300631.SZ): Vice President Wang Xiaohu and Cheng Junjun plan to reduce up to 18,900 shares and 5,000 shares, accounting for no more than 0.1511% and 0.04% of the total share capital, respectively [7] - Kanghui Pharmaceutical (603139.SH): Shareholder Shanghai Sailoxian plans to reduce up to 2.9964 million shares, accounting for 3% of the total share capital [7] Group 8 - Meino Biological (301156.SZ): Shareholder's concerted action party reduced 1.297029 million shares, accounting for 0.92% of the total share capital, completing the reduction plan [8] - Minfa Aluminum Industry (002578.SZ): Shareholder Huang Tianhuo reduced 6.6702 million shares, accounting for 0.71% of the total share capital, reducing his holding to 4.9963% [8] - Nuo Puxin (002215.SZ): Directors and senior management plan to reduce a total of up to 1.8607 million shares, accounting for no more than 0.185% of the total share capital [8] Group 9 - Entropy Technology (301330.SZ): Shareholders reduced a total of 4,693,864 shares, accounting for 1.9556% of the total share capital, completing the reduction plan [9] - Shengbang Co., Ltd. (301233.SZ): Supervisor Hu Jilin plans to reduce up to 5,650 shares, accounting for 0.0111% of the total share capital [9] - Shudao Equipment (300540.SZ): Senior management did not reduce their shares, and the reduction plan period has ended [9] Group 10 - Tongyu Communications (002792.SZ): Controlling shareholder and actual controller Shi Guiqing plans to reduce up to 15,653,487 shares, accounting for 2.9963% of the total share capital [10] Group 11 - Wuzhou Xinchun (603667.SH): Senior management plans to reduce a total of up to 22,500 shares, accounting for no more than 0.0061%, 0.0067%, and 0.0037% of the total share capital [11] - New Sharp Co., Ltd. (688257.SH): Senior management plans to reduce up to 750,000 shares, accounting for no more than 0.2971% of the total share capital [11] - New Hope (000876.SZ): Senior management reduced 225,000 shares, accounting for 0.005% of the total share capital, completing the reduction plan [11] Group 12 - Youke De (688158.SH): Shareholder Zhongyi Capital reduced 882,766 shares, accounting for 0.19% of the total share capital, completing the reduction plan [12] - Changqing Technology (001324.SZ): Shareholders reduced a total of 4,165,050 shares, accounting for 3.00% of the total share capital, completing the reduction plan [12] - Changxin Bochuang (300548.SZ): Shareholders plan to reduce up to 8.6 million shares, accounting for 2.95% of the total share capital [12] Group 13 - Zhongfu Industrial (600595.SH): Shareholder Henan Yicheng Chuangtou plans to reduce up to 40 million shares, accounting for 1% of the total share capital [13] - Zhuhai Ming Technology (300232.SZ): Controlling shareholder Lin Mingfeng plans to reduce up to 21,722,009 shares, accounting for 1.99% of the total share capital [13] - Zhuoyi Information (688258.SH): Employee shareholding platform plans to reduce up to 2,271,445 shares, accounting for no more than 1.88% of the total share capital [13]

证券代码：300631 证券简称：久吾高科 公告编号：2025-026 江苏久吾高科技股份有限公司 关于公司部分高级管理人员减持股份的预披露公告 公司副总经理王肖虎先生、程军军先生保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 江苏久吾高科技股份有限公司（以下简称"公司"）副总经理王肖虎先生（持 公司股份 756,000 股，占公司总股本比例 0.6046%）计划在本减持股份预披露公 告之日起的 15 个交易日后的 3 个月内(自 2025 年 7 月 29 日至 2025 年 10 月 28 日)以集中竞价或大宗交易方式减持公司股份不超过 189,000 股（占公司总股本 比例 0.1511%），若减持期间公司有送股、资本公积金转增股本等股份变动事项， 减持股份数量进行相应调整。 （一）本次减持计划相关情况 | 股东名 | | | 价格 | 减 持 | 拟减持 | 拟减持 | 减持 | | | --- | --- | --- | --- | --- | --- | --- | --- | -- ...