通过天眼查大数据分析，江苏久吾高科技股份有限公司共对外投资了16家企业，参与招投标项目331 次，知识产权方面有商标信息15条，专利信息323条，此外企业还拥有行政许可32个。 来源：金融界 久吾高科最新一期业绩显示，截至2025一季报，公司营业总收入8643.40万元、同比增长6.53%，归属净 利润1766.45万元，同比增长25.94%，扣非净利润1237.03万元，同比增长0.06%，流动比率2.116、速动 比率1.692、资产负债率35.10%。 天眼查商业履历信息显示，江苏久吾高科技股份有限公司，成立于1997年，位于南京市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本12504.3424万人民币，实缴资本3150万人民币。公司 法定代表人为党建兵。 金融界消息 截至2025年8月7日收盘，久吾高科（300631）报收于32.68元，上涨7.85%，换手率 20.15%，成交量24.30万手，成交金额7.78亿元。 资金流向方面，今日主力资金净流入3838.60万元，占比成交额4.93%。其中，超大单净流入501.43万 元、占成交额0.64%，大单净流入3337.16万元、占成交 ...

Core Insights - The Jiangsu Provincial Department of Industry and Information Technology has announced the list of proposed recognized technological products for 2025, with Jiuwu High-Tech's titanium gypsum resource utilization technology equipment being successfully included, marking authoritative recognition of its industrial waste acid resource utilization technology [1] - Jiuwu High-Tech's technology is based on the "source governance" concept, employing a coupled innovative process of "membrane integration + neutralization crystallization + low-temperature slow roasting," creating a complete solution for "metal recovery - source carbon reduction - high-value utilization of titanium gypsum" [1] - The equipment transforms titanium gypsum from a difficult-to-handle solid waste into high-quality gypsum products, achieving the goals of harmlessness, reduction, and resource utilization, with overall performance reaching international advanced levels and being a domestic first [1] Industry Applications - The equipment can be widely applied in industries such as titanium white chemical, steel, and metallurgy, with the high-quality gypsum products produced having broad application prospects in construction materials, ceramic molds, and precision casting [1] - The core processes of "membrane integration technology + neutralization crystallization technology + low-temperature slow roasting technology" have been granted national invention patents [1] - The research and development team has improved the overall titanium recovery rate by approximately 0.5% and the recovery rate of ferrous sulfate heptahydrate by about 1.5%, while reducing the dosage of neutralizing agents for black mud, effectively addressing the acidic wastewater from the titanium white industry [2] - The company is actively expanding its presence in regions concentrated with titanium white industries, focusing on industrial promotion in over 10 sulfuric acid titanium white enterprises in cities like Deyang, Jinan, and Suzhou, with a capacity to reduce 4.6 million tons of titanium gypsum annually [2]

天眼查商业履历信息显示，江苏久吾高科技股份有限公司，成立于1997年，位于南京市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本12504.3424万人民币，实缴资本3150万人民币。公司 法定代表人为党建兵。 通过天眼查大数据分析，江苏久吾高科技股份有限公司共对外投资了16家企业，参与招投标项目329 次，知识产权方面有商标信息15条，专利信息323条，此外企业还拥有行政许可32个。 来源：金融界 金融界消息 截至2025年8月1日收盘，久吾高科（300631）报收于30.98元，上涨1.08%，换手率 10.15%，成交量12.24万手，成交金额3.83亿元。 资金流向方面，今日主力资金净流入4727.97万元，占比成交额12.35%。其中，超大单净流入285.25万 元、占成交额0.75%，大单净流入4442.72万元、占成交额11.6%，中单净流出流入635.84万元、占成交 额1.66%，小单净流出5363.81万元、占成交额14.01%。 久吾高科最新一期业绩显示，截至2025一季报，公司营业总收入8643.40万元、同比增长6.53%，归属净 利润1766.45万元，同比增长25.9 ...

截至2025年7月30日15时29分，久吾高科股价报31.26元，较前一交易日下跌0.48元，跌幅1.51%。当日 开盘价为32.30元，最高触及32.50元，最低下探至30.70元，振幅达5.67%。全天成交量为118113手，成 交金额3.69亿元。 7月30日早盘9点41分，久吾高科曾出现快速反弹，五分钟内涨幅超过2%，当时股价报31.55元，成交额 达9598.59万元。当日主力资金净流出2242.38万元，占流通市值比例为0.59%。 风险提示：股市有风险，投资需谨慎。 久吾高科主营业务为环保行业，公司位于江苏地区，属于创业板综合板块。企业具有专精特新企业资 质，业务涉及稀土永磁等领域。公司当前总市值39.09亿元，流通市值37.70亿元。 ...

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 ...

Core Viewpoint - The lithium extraction from salt lakes concept has seen a significant increase, with a rise of 3.30% in the market, leading the sector in gains [1][2]. Group 1: Market Performance - The salt lake lithium concept led the market with a 3.30% increase, while other sectors like animal vaccines and avian influenza saw declines of -0.96% and -0.90% respectively [2]. - Within the salt lake lithium sector, 37 stocks rose, with notable performers including Fumiao Technology and Jiuwu High-Tech reaching the daily limit of 20% [1][2]. - The top gainers in the sector included Shengxin Lithium Energy, Guojin General, and Jinyuan Co., with increases of 10.00%, 9.95%, and 9.98% respectively [3][4]. Group 2: Capital Inflows - The salt lake lithium concept attracted a net inflow of 1.259 billion yuan, with 26 stocks receiving capital inflows, and 6 stocks exceeding 100 million yuan in net inflow [2][3]. - Shengxin Lithium Energy topped the net inflow list with 327 million yuan, followed by Jiuwu High-Tech and Tianqi Lithium with 145 million yuan and 139 million yuan respectively [2][3]. - The net inflow ratios for leading stocks included Jinyuan Co. at 45.14%, Shengxin Lithium Energy at 35.30%, and Fumiao Technology at 19.00% [3][4].

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].

Core Viewpoint - The article highlights the recent developments in the rare earth industry, emphasizing the strategic importance of rare earth resources for national security and the potential for growth in applications such as humanoid robots and electric vehicles. Group 1: National Security and Regulation - On July 18, the National Security Department announced measures to cut off illegal export channels for rare earth items, reinforcing resource and national security [1][5][6] - The article discusses the dual-use nature of rare earth materials and the need for export controls to protect national interests from foreign espionage [5][6] Group 2: New Discoveries and Applications - A new rare earth mineral named "Neodymium Yellow River" was discovered in Inner Mongolia, which has unique neodymium enrichment characteristics, crucial for high-performance permanent magnets used in various industries [2][6] - The demand for rare earth materials is expected to surge due to the anticipated mass production of humanoid robots, with 2025 projected as a breakthrough year for the industry [3][7] Group 3: Market Trends and Price Movements - The rare earth permanent magnet sector has seen significant stock price increases, with companies like Northern Rare Earth and Baotou Steel experiencing substantial gains [4][8] - Recent trends indicate a rising trajectory in rare earth prices, supported by a favorable supply-demand dynamic and potential improvements in domestic demand [10] - The global rare earth supply chain is characterized by China's dominance, producing 70% of the world's rare earths and 90% of processing capacity, with a focus on high-end manufacturing [11]

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]

Core Viewpoint - The rare earth permanent magnet concept stocks have strengthened again, with notable gains in several companies, driven by significant profit growth forecasts in their mid-year reports [1] Company Performance - Zhongse Co., Ltd. has reached the daily limit increase in stock price [1] - Jiuwu High-Tech has increased by over 10% [1] - Huahong Technology and Northern Rare Earth have both risen by over 5% [1] - Other companies such as Baogang Co., Jintian Co., Jiuling Technology, Zhongke Magnetic Industry, and Shenghe Resources have also seen stock price increases [1] Profit Forecasts - Huahong Technology expects a year-on-year net profit growth of 3047% to 3722% for the first half of the year [1] - Northern Rare Earth anticipates a year-on-year net profit growth of 1883% to 2015% for the same period [1]