Core Viewpoint - Jin Sanjiang (301059.SZ) expects a revenue of 430 million to 470 million yuan in 2025, representing a year-on-year growth of 11.53% to 21.90, and a net profit attributable to shareholders of 70 million to 80 million yuan, indicating a growth of 31.14% to 49.87% compared to the previous year [1] Group 1 - The company is focusing on expanding its domestic and international market presence while deepening strategic partnerships with core clients [1] - There is a continuous increase in R&D investment aimed at developing new products [1] - The company is centered around its oral business while actively exploring markets in food and pharmaceuticals, high-end industrial sectors (such as PE battery separators and silicone rubber), and green low-carbon high-performance tires [1] Group 2 - As the production capacity of fundraising projects gradually releases, the company is optimizing its product structure and improving product quality [1] - The company aims to meet the diverse market demands, which has contributed to steady growth in its performance during the reporting period [1]

经济观察网2026年1月28日，金三江（301059）发布2025年度业绩预告，预计2025年净利润7000万元至 8000万元，同比增长31.14%至49.87%；扣除非经常性损益后的净利润6900万元至7900万元，同比增长 29.85%至48.66%。 ...

证券代码：301059 证券简称：金三江 公告编号：2026-001 金三江（肇庆）硅材料股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 注：上表中"元、万元"均指人民币 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据是公司财务部门初步测算的结果，未经会计师 事务所预审计，但公司已就业绩预告有关的事项与提供年报审计服务的会计师事 务所进行了预沟通，双方就本报告期的业绩预告不存在重大分歧。 三、业绩变动原因说明 报告期内，公司紧紧围绕2025年度经营计划，积极开拓海内外市场客户，深 化与核心客户的战略合作关系，持续加大研发投入力度，不断开发新产品；以口 腔业务为核心，积极拓展食品和药品、高端工业（PE蓄电池隔板，硅橡胶等）、 绿色低碳高性能轮胎等领域的市场。同时，随着募投项目的产能逐渐释放，公司 不断优化产品结构，提升产品质量，以满足市场的多元化需求，实现了本期业绩 的稳步增长。 四、风险提示 本次业绩预告是公司财务部门初步测算的结 ...

Core Viewpoint - The company, Haitai Xinguang, has products exported to Europe, including Germany, Italy, the Netherlands, and the UK, primarily optical components used in beauty medical and industrial equipment [1] Group 1: Export Details - The company's sales to Europe are conducted through direct exports from domestic entities to customers [1] - Sales to Europe currently account for a small portion of the company's overall business, not exceeding 3% [1]

Group 1 - The "National Employment and Social Security Advanced Private Enterprises and Caring for Employees Achieving Win-Win Award Ceremony" was held, recognizing 6 private enterprises and 2 individuals from Guangdong Province for their contributions to employment and social security [1] - Five private enterprises from Guangdong received the title of "National Employment and Social Security Advanced Private Enterprises," including Vipshop (China) Co., Ltd., Huizhou EVE Energy Co., Ltd., Guangdong JY Technology Co., Ltd., Guangdong Micro容 Electronic Technology Co., Ltd., and Jin Sanjiang (Zhaoqing) Silicon Materials Co., Ltd. [1] - Vipshop (China) Co., Ltd. has recruited over 1,000 college graduates through its "Youth with Vipshop" campus recruitment project and has employed 209 disabled employees [1] - Huizhou EVE Energy Co., Ltd. has become a globally competitive lithium battery platform with over 28,000 employees worldwide, including 7,960 employees in the parent company by 2024 [1] - Guangdong JY Technology Co., Ltd. has established three production bases in Meizhou, creating numerous quality job opportunities for local villagers and industrial workers [1] Group 2 - Guangdong Micro容 Electronic Technology Co., Ltd. has provided over 2,800 job opportunities in the past five years through innovative models such as "online live streaming job placement" and "town and village officials leading job placements," achieving a 100% signing rate for labor contracts and social insurance participation [2] - Jin Sanjiang (Zhaoqing) Silicon Materials Co., Ltd. focuses on product innovation and process technology optimization, forming a research and development team composed of PhDs, Masters, and technical experts [2] Group 3 - Guangdong Haida Group Co., Ltd. was awarded the "National Double Love and Double Evaluation Advanced Enterprise Union," creating five service platforms for employees and aiming for high-quality development [4] - Jianfan Biotechnology Group Co., Ltd.'s chairman, Dong Fan, received the "National Caring for Employees Excellent Private Entrepreneur" award, emphasizing the importance of employees as the most valuable asset for enterprise development [4] - Yejie, an engineer at Keshun Waterproof Technology Co., Ltd., was recognized as a "National Employee Who Loves the Enterprise," having worked in the construction waterproofing field for 21 years and receiving multiple honors [4]

Group 1 - The core point of the news is that Jin Sanjiang's stock has been rising for five consecutive days, with a total increase of 5.37% during this period, currently priced at 12.94 yuan per share and a market capitalization of 2.991 billion yuan [1] - Jin Sanjiang (Zhaoqing) Silicon Materials Co., Ltd. specializes in the research, production, and sales of precipitated silica, with 99.53% of its main business revenue coming from silica [1] - The company was established on December 3, 2003, and went public on September 13, 2021 [1] Group 2 - Xinhua Fund has a significant holding in Jin Sanjiang, with its Xinhua Jinghe Mixed Fund A (024499) owning 134,900 shares, representing 4.12% of the fund's net value, making it the ninth-largest holding [2] - The fund has generated a floating profit of approximately 67,450 yuan today and a total of 89,000 yuan during the five-day rising period [2] Group 3 - Xinhua Jinghe Mixed Fund A (024499) was established on June 12, 2025, with a current size of 25.1421 million yuan and a cumulative return of 21.76% since inception [3] - The fund managers, Cui Tao and Huang Shengpeng, have different tenures and performance records, with Cui Tao managing assets totaling 160 million yuan and Huang Shengpeng managing 37.0614 million yuan [3]

Group 1 - The core point of the news is that Jinsanjiang's stock price has increased for five consecutive days, with a total increase of 5.37% during this period, reaching a price of 12.94 yuan per share and a market capitalization of 2.991 billion yuan [1] - Jinsanjiang (Zhaoqing) Silicon Materials Co., Ltd. specializes in the research, production, and sales of precipitated silica, with 99.53% of its main business revenue coming from silica [1] - The company was established on December 3, 2003, and went public on September 13, 2021 [1] Group 2 - According to data from the top ten circulating shareholders, the Nuoan Multi-Strategy Mixed A Fund (320016) has entered the top ten shareholders, holding 1.3757 million shares, which is 0.67% of the circulating shares [2] - The fund has achieved a year-to-date return of 68.55% and a one-year return of 63.55%, ranking 428 out of 8088 and 537 out of 8058 respectively [2] - The fund manager, Kong Xianzheng, has been in position for 5 years and 29 days, with the best fund return during his tenure being 84.69% [2]

Group 1 - The core viewpoint of the news is that Jin Sanjiang's stock performance and financing activities indicate a relatively low level of investor engagement, with a notable decrease in financing net purchases and a high level of short selling [1][2]. Group 2 - As of December 23, Jin Sanjiang's stock price increased by 0.39%, with a trading volume of 26.6854 million yuan. The financing buy amount was 1.8891 million yuan, while the financing repayment was 2.1805 million yuan, resulting in a net financing buy of -0.2914 million yuan [1]. - The total balance of margin trading for Jin Sanjiang reached 53.1411 million yuan, with the financing balance accounting for 1.78% of the circulating market value, which is below the 50th percentile level over the past year [1]. - On the short selling side, Jin Sanjiang had no shares repaid on December 23, with 300 shares sold short, amounting to 3,867 yuan at the closing price. The short selling balance was 7,734 yuan, exceeding the 90th percentile level over the past year [1]. - As of September 30, the number of shareholders for Jin Sanjiang was 9,327, a decrease of 8.61% from the previous period, while the average circulating shares per person increased by 9.32% to 22,144 shares [2]. - For the period from January to September 2025, Jin Sanjiang reported operating revenue of 322 million yuan, representing a year-on-year growth of 18.76%, and a net profit attributable to shareholders of 53.2537 million yuan, up 41.35% year-on-year [2]. - Since its A-share listing, Jin Sanjiang has distributed a total of 129 million yuan in dividends, with 98.448 million yuan distributed over the past three years [2]. - Among the top ten circulating shareholders as of September 30, 2025, Nuoan Multi-Strategy Mixed A (320016) ranked fifth with 1.3757 million shares, marking a new entry, while CITIC Prudential Multi-Strategy Mixed (LOF) A (165531) and Guotai Haitong Jun Dexin 2-Year Holding Mixed A (952009) exited the top ten [2].

Core Viewpoint - Jin Sanjiang (Zhaoqing) Silicon Materials Co., Ltd. has completed its response to the Shenzhen Stock Exchange regarding the application for issuing convertible bonds to unspecified objects, and has updated the relevant application documents [1] Group 1: Company Actions - The company received the review inquiry letter from the Shenzhen Stock Exchange on November 14, 2025 [1] - After receiving the inquiry letter, the company, along with relevant intermediaries, conducted thorough research on the inquiry issues and completed the response [1] - The updated response report and related documents were disclosed on the same day on the Giant Tide Information Network [1] Group 2: Regulatory Process - The issuance of convertible bonds is subject to approval by the Shenzhen Stock Exchange and requires a registration decision from the China Securities Regulatory Commission [1] - There is uncertainty regarding whether the application will pass the review and registration, as well as the timing of obtaining the approval [1] - The company will fulfill its information disclosure obligations in accordance with legal regulations based on the progress of this matter [1]

金三江（肇庆）硅材料股份有限公司 Jinsanjiang （Zhaoqing）Silicon Material Company Limited （肇庆高新区迎宾大道 23 号） 向不特定对象发行可转换公司债券 募集说明书 （申报稿） 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 金三江（肇庆）硅材料股份有限公司 募集说明书（申报稿） 证券简称：金三江 证券代码：301059 二〇二五年十二月 金三江（肇庆）硅材料股份有限公司 募集说明书（申报稿） 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申请文件及 所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的盈利能力、投 资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的声明均属虚假不实 陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发行人自 行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承担证券依法发 行后因发行人经营与收益变化或者证券价格变动引致的投资风险。 1-1-1 金三江（肇庆）硅材料股份有限公司 募集说明书（申报稿） 重大事项提示 ...