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].

久吾高科最新一期业绩显示，截至2025中报，公司营业总收入2.70亿元、同比增长34.42%，归属净利润 3869.33万元，同比增长226.53%，扣非净利润2885.27万元，同比增长240.04%，流动比率2.145、速动比 率1.772、资产负债率34.61%。 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19日收盘，久吾高科（300631）报收于36.87元，上涨11.69%，换手率 32.21%，成交量38.85万手，成交金额14.29亿元。 资金流向方面，今日主力资金净流入1.19亿元，占比成交额8.33%。其中，超大单净流入1.97亿元、占 成交额13.78%，大单净流出7784.67万元、占成交额5.45%，中单净流出流出10452.97万元、占成交额 7.32%，小单净流出1449.31万元、占成交额1.01%。 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 ...

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 ...

Group 1 - Jiu Wu Gao Ke plans to issue convertible bonds to raise no more than 504 million yuan, with proceeds allocated for lithium chloride pilot production line, special inorganic membrane components production line, and working capital [1] - The move indicates Jiu Wu Gao Ke's strategic positioning in the new energy and environmental protection sectors, potentially enhancing its competitiveness and market share [1] Group 2 - Weilan Lithium Chip's subsidiary plans to invest 83.88 million USD in an LED project in Malaysia, aiming to establish a CSP production capacity of 700KK chips per month upon completion [2] - The investment reflects Weilan Lithium Chip's efforts to expand its international market presence and enhance global competitiveness, positively impacting the LED industry [2] - Weilan Lithium Chip reported a net profit of 333 million yuan for the first half of 2025, marking a year-on-year increase of 99.09% [2] Group 3 - Longbai Group reported a net profit of 1.385 billion yuan for the first half of 2025, a year-on-year decrease of 19.53%, with revenue of 13.331 billion yuan, down 3.34% [3] - The company has decided not to distribute cash dividends or issue bonus shares for the half-year, likely to retain funds for market challenges or future development projects [3] - Investors are advised to monitor Longbai Group's strategic adjustments and market performance moving forward [3]