证券代码：300631 证券简称：久吾高科 公告编号：2025-049 江苏久吾高科技股份有限公司 公司副总经理程军军先生保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、股东减持情况 治理结构及持续经营产生影响。 四、备查文件 程军军先生出具的《股份减持计划实施结果告知函》。 一、股东减持情况 减持均价 减持股 减持比 股东名称 职务 减持方式 减持期间 （元/股） 数（股） 例 集中竞价 程军军 副总经理 2025 年 8 月 25 日 36.00 50,000 0.0400% 交易 二、本次减持前后持股情况 本次减持前持有股份 本次减持后持有股份 股东名称 股份性质 占总股本比例 占总股本比例 股数（股） 股数（股） （%） （%） 合计持有股份 200,000 0.1599 150,000 0.1200 程军军 其中：无限售条件股份 50,000 0.0400 0 0 有限售条件股份 150,000 0.1200 150,000 0.1200 注：以上所有表格合计比例与各分项值之和尾数不符系由四舍 ...

一、股东减持情况 证券代码：300631 证券简称：久吾高科 公告编号：2025-049 江苏久吾高科技股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日披 露了《关于公司部分高级管理人员减持股份的预披露公告》（公告编号： 2025-026），公司副总经理程军军先生计划在上述减持股份预披露公告之日起的 15 个交易日后的 3 个月内（自 2025 年 7 月 29 日至 2025 年 10 月 28 日）以集中 竞价交易方式减持公司股份不超过 50,000 股（占公司总股本比例 0.0400%）。 江苏久吾高科技股份有限公司 关于公司部分高级管理人员减持计划完成的公告 公司副总经理程军军先生保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2025 年 8 月 25 日，公司收到了副总经理程军军先生出具的《股份减持计划 实施结果告知函》，截至本公告披露日，程军军先生本次减持计划完成，现将减 持结果公告如下： 2、本次股份减持计划已按照相关规定进行了预披露。截至本公告披露日， 程军军先生的减持计划 ...

Group 1 - Jiu Wu Gao Ke (300631.SZ) announced winning a bid for the lithium extraction project from the old brine at the Lop Nur salt lake, with a bid amount of 81.5 million yuan, accounting for 15.28% of the company's audited revenue for 2024 [1] - Lan Xiao Technology (300487.SZ) previously announced winning a bid for the adsorption system of the same project, with a bid amount of 35.77 million yuan, approximately 1.40% of its audited revenue for 2024 [1] - The project, led by Guotou Luojing, involves an investment of about 800 million yuan to expand lithium production capacity from 5,000 tons to 10,000 tons annually [1] Group 2 - The EPC general contracting project for the lithium extraction project was publicly tendered, with a bid opening scheduled for June 12, 2025, and planned construction start date on June 25, 2025 [2] - Donghua Engineering (002140.SZ) won the EPC contract with a bid amount of 438 million yuan, responsible for system testing and ensuring production standards are met [2] - The total investment for the project is 856 million yuan, with 13.34 million yuan allocated for environmental protection, representing 1.56% of the total investment [2]

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]