Core Viewpoint - Jiuwu High-Tech (300631) has won a bid for a lithium extraction project from the salt lake brine of Guotou Xinjiang Lithium Industry Co., Ltd, with a bid amount of 81.5 million yuan, which accounts for 15.28% of the company's audited revenue for the fiscal year 2024 [1] Group 1 - The company has received the project award notification but has not yet signed the formal contract [1] - The project involves the procurement of a membrane treatment system for the lithium extraction process [1]

证券代码：300631 证券简称：久吾高科 公告编号：2025-048 江苏久吾高科技股份有限公司 3、中标人：江苏久吾高科技股份有限公司 关于收到中标通知书的公告 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。 2025 年 8 月 25 日，江苏久吾高科技股份有限公司（以下简称"公司"）收到 了"国投新疆锂业有限公司罗布泊盐湖老卤提锂综合利用扩能改造工程-膜处理 系统采购"项目《中标通知书》，现将中标情况公告如下： 一、中标项目的基本情况 1、项目名称：国投新疆锂业有限公司罗布泊盐湖老卤提锂综合利用扩能改 造工程-膜处理系统采购 2、项目编号：000645-25ZB0731/01 4、招标人：国投新疆罗布泊钾盐有限责任公司 5、招标代理机构：中投咨询有限公司 6、中标金额：捌仟壹佰伍拾万元整（81,500,000.00 元） 二、中标项目对公司的影响 本次中标项目标的为盐湖提锂膜处理系统，项目实施有助于提升客户卤水提 锂综合利用能力，有助于进一步提高公司在盐湖提锂领域的市场占有率和影响力， 预计将对公司的未来业绩产生积极影响。 本次中标项目金额占公司 20 ...

据证券之星公开数据整理，近期久吾高科(300631)发布2025年中报。截至本报告期末，公司营业总收入 2.7亿元，同比上升34.42%，归母净利润3869.33万元，同比上升226.53%。按单季度数据看，第二季度 营业总收入1.84亿元，同比上升53.26%，第二季度归母净利润2102.88万元，同比上升1066.16%。本报 告期久吾高科盈利能力上升，毛利率同比增幅42.06%，净利率同比增幅142.22%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率48.71%，同比增46.13%，净利率14.31%，同比 增142.22%，销售费用、管理费用、财务费用总计5648.93万元，三费占营收比20.89%，同比减1.69%， 每股净资产10.36元，同比增9.16%，每股经营性现金流0.0元，同比减98.21%，每股收益0.32元，同比增 223.23% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.01亿 | 2.7亿 | - 34.42% | | 归母浄利润（元） | 1184.97万 | 3 ...

Core Insights - The environmental equipment sector saw a rise of 1.11% on August 19, with Jiuwu Gaoke leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Stock Performance - Jiuwu Gaoke (300631) closed at 36.87, up 11.69% with a trading volume of 388,500 shares and a transaction value of 1.429 billion [1] - Huahong Technology (002645) closed at 18.05, up 9.99% with a trading volume of 981,600 shares and a transaction value of 1.753 billion [1] - Xihui Co. (300210) closed at 11.94, up 6.23% with a trading volume of 356,200 shares and a transaction value of 417 million [1] - Qingda Environmental (688501) closed at 31.82, up 3.41% with a trading volume of 30,200 shares and a transaction value of 95.483 million [1] - Henghe Co. (832145) closed at 22.12, up 3.12% with a trading volume of 18,000 shares and a transaction value of 39.7403 million [1] Capital Flow - The environmental equipment sector experienced a net inflow of 186 million from institutional investors, while retail investors saw a net outflow of 14.2291 million [2][3] - Huahong Technology had a net inflow of 163 million from institutional investors, but a net outflow of 91.9392 million from retail investors [3] - Jiuwu Gaoke had a net inflow of 119 million from institutional investors, with a net outflow of 105 million from retail investors [3]

Core Viewpoint - The company, Jiuwu High-Tech, plans to issue convertible bonds to raise a total of up to RMB 504 million for various projects and working capital [1][2]. Fundraising Details - The total amount to be raised from the issuance of convertible bonds is RMB 504 million, which will be allocated to three main projects: 1. A pilot production line for lithium chloride with an annual capacity of 2,000 tons at Bangocuo Salt Lake, requiring RMB 170 million [2]. 2. A production line for special inorganic membrane components and devices, requiring RMB 210 million [2]. 3. Supplementing working capital, requiring RMB 124 million [2]. - The total investment for these projects amounts to RMB 553.79 million [2]. Convertible Bond Specifications - The convertible bonds will be issued at a par value of RMB 100 each and will have a term of six years from the date of issuance [2][3]. - The interest on the bonds will be paid annually, with the principal and final interest due at maturity [3]. - The issuance will be open to various investors, including individuals and institutions, with specific exclusions as per legal regulations [3]. Previous Fundraising Activities - The company previously raised RMB 254 million through the issuance of convertible bonds in 2020, with a net amount of RMB 245.58 million after deducting fees [5]. - In 2021, the company raised approximately RMB 102.99 million through a simplified procedure for issuing shares to specific investors [6]. - Over the past five years, the company has raised a total of RMB 357 million through two fundraising activities [7].

Core Viewpoint - The company Jiuwu High-Tech (久吾高科) has shown significant financial growth in its latest performance report, with notable increases in revenue and net profit, indicating strong operational health and potential investment opportunities [1]. Financial Performance - As of the latest mid-year report for 2025, Jiuwu High-Tech reported total revenue of 270 million yuan, representing a year-on-year growth of 34.42% [1]. - The net profit attributable to shareholders reached 38.69 million yuan, marking a substantial increase of 226.53% compared to the previous year [1]. - The company's non-recurring net profit was 28.85 million yuan, which reflects a growth of 240.04% year-on-year [1]. - Key financial ratios include a current ratio of 2.145, a quick ratio of 1.772, and a debt-to-asset ratio of 34.61% [1]. Market Activity - On August 19, 2025, Jiuwu High-Tech's stock closed at 36.87 yuan, with an increase of 11.69% [1]. - The trading volume was 388,500 hands, with a total transaction value of 1.429 billion yuan [1]. - The net inflow of main funds was 119 million yuan, accounting for 8.33% of the total transaction value [1]. Company Background - Jiuwu High-Tech, established in 1997 and located in Nanjing, primarily engages in software and information technology services [2]. - The company has a registered capital of 1.25043424 billion yuan and a paid-in capital of 315 million yuan [2]. - The legal representative of the company is Dang Jianbing [1]. Investment and Intellectual Property - Jiuwu High-Tech has made investments in 17 companies and participated in 335 bidding projects [2]. - The company holds 15 trademark registrations and 323 patents, along with 32 administrative licenses [2].

Group 1 - The rare earth permanent magnet concept continues to rise, with companies such as Jiuwu Gaoke, Jintian Co., Huahong Technology, and Beikong Technology hitting the daily limit [1] - Other companies like Northern Rare Earth, Xiamen Tungsten, Lingyi Zhizao, Jiuling Technology, Zhangyuan Tungsten, and Dadi Xiong also experienced gains [1]

2025年8月19日，久吾高科(300631.SZ)发布2025年中报。 公司营业总收入为2.70亿元，较去年同报告期营业总收入增加6924.73万元，同比较去年同期上涨34.42%。归母净利润为3869.33万元，较去年同报告期归母 净利润增加2684.36万元，实现3年连续上涨，同比较去年同期上涨226.53%。经营活动现金净流入为57.69万元。 公司最新资产负债率为34.61%，较上季度资产负债率减少0.49个百分点。 公司最新毛利率为48.71%，较去年同期毛利率增加14.42个百分点，实现3年连续上涨。最新ROE为2.99%，较去年同期ROE增加1.99个百分点。 公司摊薄每股收益为0.32元，较去年同报告期摊薄每股收益增加0.22元，实现3年连续上涨，同比较去年同期上涨223.23%。 公司最新总资产周转率为0.14次，较去年同期总资产周转率增加0.03次，同比较去年同期上涨25.16%。最新存货周转率为0.59次。 公司股东户数为2.01万户，前十大股东持股数量为4484.99万股，占总股本比例为35.87%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | -- ...

Key Points - The article highlights significant announcements from various companies, including stock trading issues, project investments, contract wins, operational data, equity acquisitions, share buybacks, and financial performance [1][2]. Group 1: Company Highlights - Chunzhong Technology may apply for a trading suspension if further stock trading anomalies occur [1] - North New Building Materials plans to invest in a project to produce 80 million square meters of paper-faced gypsum board and 20,000 tons of light steel keel annually [1] - Jindun Co., Ltd. recently won contracts totaling 90.8256 million yuan [1] - Xinhua Insurance reported a cumulative original insurance premium income of 137.806 billion yuan from January to July, a year-on-year increase of 23% [1] - Jiemai Technology's subsidiary plans to acquire 100% equity of Jiangxi Hongmei [1] - Shanying International has repurchased 2.65% of its shares [1] - Unisoc achieved a revenue of 3.047 billion yuan in the first half of the year, a year-on-year increase of 6.07% [1] - Aihome's net profit for the first half of the year was 789 million yuan, with a proposed dividend of 12 yuan per share [1][2] Group 2: Financial Data - Blue Lithium Chip reported a net profit of 333 million yuan in the first half of the year, a year-on-year increase of 99.09% [2] - China Construction signed new contracts totaling 2.6798 trillion yuan from January to July, a year-on-year increase of 1.4% [1] - China Chemical's total contract amount from January to July was 224.845 billion yuan [1] Group 3: Shareholder Actions - Yahui Long's actual controller and chairman plans to reduce holdings by no more than 3% [2] - Hai Kan Co., Ltd. shareholders plan to reduce holdings by a total of no more than 5.36% [2] - Shareholders of Haichuan Intelligent plan to reduce holdings by a total of no more than 6% [2] Group 4: Other Financial Activities - Shengquan Group plans to issue convertible bonds to raise no more than 2.5 billion yuan [1][2] - Jin Sanjiang plans to issue convertible bonds to raise no more than 290 million yuan for the construction of a silica production base in Malaysia [1][2]

董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 证券代码：300631 证券简称：久吾高科 公告编号：2025-030 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ ■ □是 √否 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 4、控股股东或实际控制人变更情况 3、公司股东数量及持股情况 单位：股 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 公司报告期实际控制人未发生变更。 5、公司优先股股东总数及前10名优先股股东持股情况表 ...