金融界消息 截至2025年8月8日收盘，久吾高科（300631）报收于32.5元，下跌0.55%，换手率14.98%， 成交量18.07万手，成交金额5.92亿元。 资金流向方面，今日主力资金净流出1265.25万元，占比成交额2.14%。其中，超大单净流出487.52万 元、占成交额0.82%，大单净流出777.73万元、占成交额1.31%，中单净流出流入2092.08万元、占成交 额3.54%，小单净流出826.84万元、占成交额1.4%。 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17家企业，参与招投标项目332 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 ...

Group 1 - Ningbo Yunsheng reached the daily limit increase, indicating strong market interest and potential bullish sentiment [1] - San Chuan Wisdom saw an increase of over 10%, reflecting positive investor response [1] - Other companies such as Shenghe Resources, Benlang New Materials, Jiuwu High-Tech, Huahong Technology, and Northern Rare Earth also experienced upward movement in their stock prices [1]

Industry Overview - The rare earth sector has seen a significant increase, with companies like Zhenghai Magnetic Materials and Aishichuang hitting the daily limit up, indicating strong market performance [1] - Rare earth elements are classified into light and heavy rare earths, with China being the sole source of heavy rare earth separation globally [1] - The rare earth industry is entering a traditional consumption peak season in August, leading to increased demand and procurement [1] Supply and Demand Dynamics - The demand for rare earth materials is expected to rise due to increased orders from major manufacturers, with some orders scheduled until mid-September [1] - The import volume of domestic rare earth products has significantly decreased due to factors like US-China tariff conflicts and political issues in Myanmar [1] - Recent price increases in rare earth materials are a key catalyst for the sector's heightened interest, with expectations of continued upward price momentum driven by strong demand [1][2] Applications of Rare Earth Materials - Rare earth permanent materials are crucial in the electric vehicle sector, with approximately 2 kilograms of rare earth used per vehicle [2] - The consumer electronics sector also shows stable growth in demand for high-performance permanent materials, used in devices like smartphones and computers [2] - Emerging industries, such as humanoid robotics, are projected to create substantial demand for rare earth materials, with estimates suggesting a potential market of $800 billion [2] Key Companies in the Rare Earth Sector - Northern Rare Earth: One of the largest suppliers of light rare earth products globally, with a target utilization rate of 90% for praseodymium and neodymium by 2025 [3] - Zhongke Magnetic Materials: A significant domestic producer of permanent magnetic materials, focusing on sintered neodymium-iron-boron and ferrite magnets [3] - China Rare Earth: The only listed platform for China Minmetals, specializing in ion-type rare earth separation and processing [3] - Galaxy Magnet: Engaged in the development and production of bonded neodymium-iron-boron magnets and samarium-cobalt magnets [3] - Inlohua: Produces neodymium-iron-boron permanent materials and serves major clients like Apple and Samsung [3] - Baotou Steel: Supplies rare earth concentrates and is known for its rich mineral resources [3] - Guangxi Rare Earth: A key player in the Guangdong rare earth industry, holding significant mining rights [4] - Xiamen Tungsten: Involved in rare earth permanent magnets with an annual production capacity of 4,000 tons [4]

证券之星消息，8月7日环保设备板块较上一交易日下跌0.1%，*ST节能领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。环保设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300631 | 久吾高科 | 32.68 | 7.85% | 24.30万 | 7.78亿 | | 300786 | 国林科技 | 16.78 | 3.84% | 23.23万 | 3.81亿 | | 002645 | 华宏科技 | 13.67 | 2.24% | 68.65万 | 9.33亿 | | 301030 | 仕浄科技 | 19.00 | 2.04% | 9.28万 | 1.74亿 | | 300137 | ST先河 | 6.86 | 1.78% | 18.27万 | 1.25亿 | | 688501 | 青达环保 | 29.15 | 1.25% | 2.92万 | 8514.08万 | | 002658 | 雪迪龙 | 8.02 | ...

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 ...

Group 1 - The core point of the article highlights the stock performance of Jiuwu Gaoke, which closed at 31.26 yuan on July 30, 2025, reflecting a decrease of 0.48 yuan or 1.51% from the previous trading day [1] - The opening price for the day was 32.30 yuan, with a highest price of 32.50 yuan and a lowest price of 30.70 yuan, resulting in a trading range of 5.67% [1] - The total trading volume for the day was 118,113 hands, with a total transaction amount of 369 million yuan [1] Group 2 - Jiuwu Gaoke operates in the environmental protection industry and is located in Jiangsu, classified under the comprehensive board of the Growth Enterprise Market [1] - The company holds the qualification of a specialized and innovative enterprise, with business activities involving rare earth permanent magnets [1] - As of the reporting date, the total market capitalization of Jiuwu Gaoke was 3.909 billion yuan, and the circulating market value was 3.770 billion yuan [1] Group 3 - On the morning of July 30, Jiuwu Gaoke experienced a rapid rebound at 9:41 AM, with a price increase of over 2% within five minutes, reaching a price of 31.55 yuan and a transaction amount of 95.986 million yuan [1] - The net outflow of main funds for the day was 22.4238 million yuan, accounting for 0.59% of the circulating market value [1]

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].