每经AI快讯，有投资者在投资者互动平台提问：公司在稀土领域的技术储备和专利布局如何？ 久吾高科（300631.SZ）10月27日在投资者互动平台表示，公司在稀土提炼分离和稀土废水处理方面拥 有一些技术储备和专利，截止目前对公司主营业务收入影响非常小。 （文章来源：每日经济新闻） ...

Group 1 - The company is actively involved in the new energy sector, with a focus on lithium extraction from salt lake brine, which is a significant business area for the company [2] - The company's "absorption + membrane" technology is widely applied in lithium extraction from salt lakes, indicating its relevance in the lithium supply chain [2] - In addition to salt lake lithium extraction, the company is also engaged in the research and development of lithium battery new material oxide solid-state electrolytes [2]

Core Viewpoint - Jiuwu High-Tech (300631) announced its capability to provide zero-water consumption lithium extraction technology solutions, addressing the water scarcity issue in lithium resource development from salt lakes [1] Group 1: Company Insights - Jiuwu High-Tech's zero-water consumption lithium extraction technology can potentially overcome the bottleneck of water shortage in large-scale lithium resource development from salt lakes [1] - The technology utilizes adsorption coupling membrane methods, making it feasible to develop lithium resources in salt lakes located in arid highland regions [1] Group 2: Industry Context - The traditional methods of transporting fresh water or preparing fresh water from brine are cost-prohibitive, which has hindered the large-scale development of lithium resources from salt lakes [1] - The introduction of zero-water consumption technology could significantly enhance the efficiency and feasibility of lithium extraction in water-scarce regions [1]

格隆汇10月26日丨久吾高科(300631.SZ)披露2025年度第三季度报告，公司第三季度实现营业收入1.03亿 元，同比增长4.02%；净利润984.15万元，同比增长16.47%。前三季度实现营业收入3.74亿元，同比增 长24.37%；净利润4853.48元，同比增长139.09%。 ...

智通财经APP讯，久吾高科(300631.SZ)发布2025年三季度报告，该公司前三季度营业收入为3.74亿元， 同比增长24.37%。归属于上市公司股东的净利润为4853.48万元，同比增长139.09%。归属于上市公司股 东的扣除非经常性损益的净利润为3408.1万元，同比增长112.66%。基本每股收益为0.3956元。 ...

证券代码：300631 证券简称：久吾高科 公告编号：2025-058 江苏久吾高科技股份有限公司 会议由董事党建兵召集和主持，公司部分高管列席会议。本次会议召集、召 开与表决程序符合《中华人民共和国公司法》和《江苏久吾高科技股份有限公司 章程》的有关规定。经各位董事认真审议，会议形成了如下决议： 二、董事会会议审议情况 （一）审议通过《关于<2025 年第三季度报告>的议案》 公司全体董事、高级管理人员对 2025 年第三季度报告做出了保证，并出具 了公司 2025 年第三季度报告内容真实、准确、完整，不存在任何虚假记载、误 导性陈述或者重大遗漏并承诺及时、公平地披露信息的书面确认意见。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的 《2025 年第三季度报告》。 本议案已经公司审计委员会审议通过，并同意提交公司董事会审议。 第九届董事会第二次会议决议公告 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。 一、董事会会议召开情况 江苏久吾高科技股份有限公司（以下简称"公司"）第九届董事会第二次会 议于 2025 年 ...

2025 年第三季度报告 江苏久吾高科技股份有限公司 2025 年第三季度报告 证券代码：300631 证券简称：久吾高科 公告编号：2025-059 江苏久吾高科技股份有限公司 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 1 江苏久吾高科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 103,411,789.60 | 4.0 ...

Market Overview - The environmental equipment sector rose by 0.64% on October 22, with ST Xianhe leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - ST Xianhe (300137) closed at 8.02, up 4.43% with a trading volume of 138,100 shares and a turnover of 110 million yuan [1] - Yutong (600817) closed at 11.76, up 2.89% with a trading volume of 83,400 shares [1] - Jiuwu High-Tech (300631) closed at 31.67, up 2.39% with a trading volume of 166,000 shares [1] - Other notable performers include Falunsheng (000890) up 1.65% and Chulin Technology (001336) up 1.48% [1] Fund Flow Analysis - The environmental equipment sector experienced a net outflow of 22.79 million yuan from institutional investors, while retail investors saw a net outflow of 17.78 million yuan [2] - Conversely, speculative funds recorded a net inflow of 40.58 million yuan [2] Individual Stock Fund Flow - Huahong Technology (002645) had a net inflow of 17.58 million yuan from institutional investors, while retail investors faced a net outflow of 38.68 million yuan [3] - Zhitong Heavy Industry (600817) saw a net inflow of 11.17 million yuan from institutional investors, with retail investors also experiencing a net outflow [3] - Longyuan Technology (300105) had a net inflow of 7.25 million yuan from institutional investors, while retail investors faced a net outflow of 3.56 million yuan [3]

Dividend and Financial Performance - The company plans to distribute a cash dividend of 1.8 RMB per 10 shares (including tax) to all shareholders based on the total share capital on the dividend distribution date [4]. - The company’s profit distribution plan includes no bonus shares, focusing solely on cash dividends [4]. - The company's operating revenue for 2024 was ¥533,286,878.20, a decrease of 29.55% compared to ¥756,999,521.77 in 2023 [22]. - Net profit attributable to shareholders for 2024 was ¥53,015,388.07, an increase of 16.90% from ¥45,350,453.73 in 2023 [22]. - The cash flow from operating activities for 2024 was ¥93,991,028.56, up 78.41% from ¥52,682,213.10 in 2023 [22]. - The total assets at the end of 2024 were ¥1,929,053,493.24, reflecting a 1.90% increase from ¥1,893,031,949.03 at the end of 2023 [22]. - The company reported a basic earnings per share of ¥0.4319 for 2024, a 16.76% increase from ¥0.3699 in 2023 [22]. - The company’s net profit excluding non-recurring gains and losses for 2024 was ¥47,192,676.09, a 20.09% increase from ¥39,297,675.63 in 2023 [22]. - The company recorded a total of ¥5,822,711.98 in non-recurring gains for 2024, compared to ¥6,052,778.10 in 2023 [29]. - The company’s total liabilities and equity increased by 2.10% to ¥1,245,460,188.78 at the end of 2024 from ¥1,219,884,378.28 at the end of 2023 [22]. - The company’s weighted average return on equity for 2024 was 4.35%, up from 3.72% in 2023 [22]. Corporate Governance and Transparency - The company emphasizes the importance of risk awareness regarding forward-looking statements in its annual report [5]. - The company’s financial report is guaranteed to be true, accurate, and complete by its board of directors and management [4]. - The company has a clear governance structure with designated roles for its board secretary and securities affairs representative [18]. - The company has a commitment to transparency and accountability in its financial disclosures [4]. - The company has established specialized committees within the board, including a strategic committee and an audit committee, to provide professional oversight and guidance [150]. - The company has implemented a robust internal audit system to enhance governance and ensure the achievement of operational goals [155]. - The company has engaged in investor relations activities, discussing its 2023 performance and future strategies with various institutional investors [142]. - The company has improved information disclosure practices, ensuring timely and accurate communication with investors [154]. - The company has established a performance evaluation system linking the compensation of senior management to their performance, ensuring accountability and motivation [153]. - The company has a governance structure that complies with relevant laws and regulations, ensuring the protection of shareholder interests and maintaining operational independence from its controlling shareholder [147]. Research and Development - The company has established a complete R&D system for separation materials and technologies, continuously developing new products and technologies to support sustainable growth [56]. - The company has established eight provincial-level or above R&D innovation and talent training platforms, enhancing its technological capabilities in membrane materials and lithium adsorbents [58]. - The company has successfully developed and launched the fourth generation aluminum-based lithium adsorbent, with an adsorption capacity increase of 30%-50% compared to the previous generation [75]. - The company is focused on expanding its market presence and enhancing its product offerings through ongoing research and development initiatives [170]. - The company plans to enhance its research and development efforts in materials such as ceramic membranes and organic membranes to expand its business scale in various application areas [125]. - The R&D department is focusing on developing new technologies that are projected to reduce costs by G% over the next two years [180]. - The company has developed multiple core technologies in membrane separation, with most being at a leading domestic or advanced international level, and has implemented measures to protect these technologies from leakage [141]. Market and Industry Position - The company operates in the high-performance separation membrane materials sector, which is recognized as a key strategic material in the national development guidelines [31]. - The company has made significant progress in the membrane industry, benefiting from government policies and rapid technological advancements, leading to steady growth in industry output value [33]. - The company is recognized as a leading enterprise in the ceramic membrane industry, having received multiple national awards and certifications, including being named a national-level green factory [42]. - The company’s high-flux ceramic membranes are expected to see rapid growth in urban water supply renovation projects and industrial wastewater "zero discharge" solutions [40]. - The company is recognized for its innovative and efficient solutions in the lithium extraction industry, becoming a preferred partner for several domestic lithium resource enterprises [60]. - The company has made significant progress in overseas markets, winning multiple projects in India, Indonesia, South Korea, and Kazakhstan [76]. - The company is actively involved in the development of new technologies and products, aiming to enhance its competitive edge in the market [176]. Financial Management and Investment - The company has committed to ensuring the efficient use of raised funds to support ongoing business development and project implementation [125]. - The company has adjusted the investment progress for the "High-Performance Filter Membrane Component and Device Industrialization Project" to be completed by December 2022, but has faced challenges in finding a suitable construction site [125]. - The company plans to use all unutilized raised funds for the lithium adsorption separation material project and titanium gypsum resource project [127]. - The company has faced delays in the "solid hazardous waste intelligent cloud warehouse comprehensive service project" due to market promotion progress and macroeconomic conditions, leading to a slow implementation pace [128]. - The company aims to enhance fundraising efficiency by reallocating 3,470.95 million yuan from the "solid hazardous waste intelligent cloud warehouse comprehensive service project" to supplement liquidity [128]. - The company has established an independent financial department with dedicated personnel, ensuring a separate financial accounting system and independent financial decision-making [159]. Employee and Management Structure - The total number of employees at the end of the reporting period is 564, including 448 from the parent company and 116 from major subsidiaries [198]. - The professional composition includes 263 production personnel, 38 sales personnel, 190 technical personnel, 13 financial personnel, and 60 administrative personnel [200]. - The educational background of employees shows 79 with master's degrees or above, 181 with bachelor's degrees, 114 with associate degrees, and 190 with high school or below [200]. - The company has a diverse board with members holding significant experience in finance, engineering, and management, enhancing its strategic decision-making capabilities [168]. - The company has appointed several independent directors to strengthen governance and oversight, ensuring compliance and strategic alignment [173]. - The company’s management team includes several vice presidents with remuneration ranging from 630,600 to 987,600 yuan [190]. Risks and Challenges - The company faces competition risks from peers in the membrane separation industry, which may impact profit margins [137]. - The company is exposed to downstream industry volatility risks, which could affect fixed asset investments and procurement of membrane integration technology solutions [139]. - The company anticipates an increase in accounts receivable due to the expansion of its business, with a focus on improving collection management and assessing customer credit to mitigate risks [140].

| 前五名供应商合计采购金额（元） | 51,242,688.07 | | --- | --- | | 前五名供应商合计采购金额占年度采购总额比例 | 15.76% | | 前五名供应商采购额中关联方采购额占年度采购总额比例 | 0.00% | 证券代码：300631 证券简称：久吾高科 公告编号：2025-057 江苏久吾高科技股份有限公司 关于 2024 年年度报告的更正公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，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2025年4月22日在巨 潮资讯网（http://www.cninfo.com.cn）披露了《2024年年度报告》。经事后核 查发现，公司《2024年年度报告》中公司主要供应商情况数据统计有误，现对其 内容进行更正。本次更正不涉及对公司财务报表的调整，不会对公司2024年度财 务状况和经营成果造成影响。 现对《2024年年度报告》"第三节 管理层讨论与分析"中"四、主营业务 分析"之"2、收入与成本"之"（8）主要销售客户和主要供应商情况"的公司 主要供应商情况内容进行更正，具体如下： 更 ...