证券代码：301283 证券简称：聚胶股份 公告编号：2026-003 聚胶新材料股份有限公司 关于董事减持股份计划预披露公告 董事逄万有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。 特别提示： 持有聚胶新材料股份有限公司（以下简称"公司"或"本公司"）股份 2,744,151 股（占本公司总股本比例 3.41%）的董事逄万有先生计划自本减持计划公告之日 起 15 个交易日后的 3 个月内（根据法律、法规及规范性文件的相关规定禁止减 持的期间除外）通过集中竞价或大宗交易的方式减持本公司股份不超过 686,000 股（占公司总股本的 0.85%）。 公司于近日收到董事逄万有先生出具的《关于股份减持计划的告知函》，现 将相关情况公告如下： | 股东名称 | 职务 | 持有股份的总数量 | 占公司总股本的 | | --- | --- | --- | --- | | | | （股） | 比例 | | 逄万有 | 职工代表董事 | 2,744,151 | 3.41% | 一、减持股东的基本情况 5、减持期间：自 ...

Group 1 - The core viewpoint of the news is that 聚胶股份 has shown a mixed performance in terms of stock trading and financial results, with a slight decline in stock price and notable changes in financing activities [1][2]. - As of January 26, 聚胶股份 experienced a stock price drop of 0.02%, with a trading volume of 146 million yuan and a net financing purchase of 1.34 million yuan [1]. - The financing balance of 聚胶股份 is 51.25 million yuan, which accounts for 1.86% of its market capitalization, indicating a low financing level compared to the past year [1]. Group 2 - For the period from January to September 2025, 聚胶股份 reported a revenue of 1.539 billion yuan, reflecting a year-on-year growth of 6.28%, while the net profit attributable to shareholders increased by 111.68% to 142 million yuan [2]. - The number of shareholders for 聚胶股份 decreased by 19.47% to 6,404, while the average circulating shares per person increased by 24.11% to 7,155 shares [2]. - Since its A-share listing, 聚胶股份 has distributed a total of 187 million yuan in dividends [3].

Key Points - The article highlights various corporate announcements and developments in the investment landscape, including project investments, performance forecasts, and share buybacks [1][2] Group 1: Corporate Developments - Delong Energy (德龙汇能) confirmed it is not involved in chip-related businesses [1] - Dongfang Risen (东方日升) stated that its photovoltaic products are not directly supplied to commercial aerospace satellite companies [1] - Jusheng Electronics (均胜电子) expects a net profit of approximately 1.35 billion yuan for 2025, representing a year-on-year growth of 40.56% [2] - Zijin Mining (紫金矿业) plans to acquire 100% of Allied Gold Corporation [2] - Jixiang Airlines (吉祥航空) has repurchased 1.67% of its shares [2] Group 2: Project Investments - Chuanhuan Technology (川环科技) intends to invest approximately 1.1 billion yuan to build a smart manufacturing headquarters in East China [1] - Link Technology (联科科技) plans to construct a project for high-purity solid sodium silicate with an annual capacity of 450,000 tons [1] Group 3: Performance Forecasts - JuJiao Co. (聚胶股份) anticipates a net profit growth of 123.91% to 175.09% for 2025 [1] - SanSheng Guojian (三生国健) expects a net profit of around 2.9 billion yuan for 2025, with a year-on-year increase of approximately 311.35% [1] Group 4: Share Buybacks and Holdings - Jia Bi You (嘉必优) has repurchased 0.6892% of its shares [2] - Kaipu Testing (开普检测) Chairman Yao Zhiqing plans to reduce his holdings by no more than 3% [2] - Other companies such as Anlu Technology (安路科技) and TeBao Bio (特宝生物) are also planning to raise funds through share placements and convertible bonds [2]

Core Viewpoint - JuJiao New Materials Co., Ltd. (聚胶股份) has released its 2025 annual performance forecast, indicating significant growth in net profit, driven by various favorable factors [1] Group 1: Financial Performance - The company expects net profit attributable to shareholders to be between 175 million yuan and 215 million yuan, representing a year-on-year increase of 123.91% to 175.09% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 165 million yuan and 205 million yuan, reflecting a year-on-year growth of 132.83% to 189.27% [1] Group 2: Growth Drivers - The anticipated growth is attributed to continuous market development, enhanced technological innovation, improved supply chain layout, optimized product and customer structure, and a decrease in raw material and shipping costs [1] - Currency exchange losses due to fluctuations in the US dollar partially offset the profit increase [1] Group 3: Stock Performance - As of January 26, 2026, the stock closed at 56.0 yuan, down 0.02% from the previous trading day, with a total market capitalization of 4.503 billion yuan [1] - The stock opened at 56.33 yuan, reached a high of 57.6 yuan, and a low of 55.6 yuan, with a trading volume of 1.46 billion yuan and a turnover rate of 5.67% [1]

Core Viewpoint - JuJiao Co., Ltd. (301283) announced a profit forecast for 2025, expecting a net profit between 175 million to 215 million yuan, representing a year-on-year growth of 123.91% to 175.09% [2] Group 1: Financial Performance - The company anticipates a significant increase in net profit for 2025, with projections indicating a growth rate exceeding 100% [2] - The stock closed at 56.00 yuan, experiencing a slight decline of 0.02% on the announcement day [2] - The trading volume for the day was 146 million yuan, with a turnover rate of 5.67% [2] Group 2: Market Reaction - Historical data shows that 61.98% of stocks with a profit forecast increase of over 50% saw their prices rise on the announcement day, with 12 stocks hitting the daily limit up [2] - Over the following five days, 64.06% of these stocks experienced price increases [2] Group 3: Capital Flow - The stock saw a net inflow of 595,600 yuan from main funds on the announcement day, but there was a net outflow of 35.32 million yuan over the past five days [2] - As of January 23, the margin trading balance was 50.23 million yuan, with a financing balance of 49.90 million yuan, reflecting a decrease of 3.88% from the previous trading day [2] - The financing balance has increased by 11.46% over the past five days [2]

Core Viewpoint - The company, 聚胶股份, expects a significant increase in net profit for the fiscal year 2025, projecting earnings between 175 million to 215 million yuan, which represents a growth of 123.91% to 175.09% compared to the previous year's profit of approximately 78.16 million yuan [2] Financial Performance - The projected net profit for 2025 is estimated to be between 175 million and 215 million yuan [2] - The previous year's net profit was approximately 78.16 million yuan [2] - The expected growth rate in net profit ranges from 123.91% to 175.09% compared to the previous year [2]

经济观察网2026年1月26日，聚胶股份（301283）发布2025年度业绩预告，预计2025年净利润1.75亿元 至2.15亿元，同比增长123.91%至175.09%；扣除非经常性损益后的净利润1.65亿元至2.05亿元，同比增 长132.83%至189.27%。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，聚胶股份1月26日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1.75亿元 ~2.15亿元，同比增长123.91%~175.09%。业绩变动主要原因是，报告期内，公司业绩实现大幅增长，主 要得益于公司在国内外市场的持续发展，技术创新投入不断加强，全球供应链布局完成，竞争力提升， 产品和客户结构优化，为客户创造更多的价值，推动公司销量增加。同时原材料和国际海运费成本下 降，各项降本增效措施陆续落地。此外，报告期内美元汇率波动带来汇兑损失，在一定程度上抵消了部 分业绩增幅。 ...

智通财经APP讯，聚胶股份(301283.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 1.75亿元至2.15亿元，同比增长123.91%–175.09%;归属于上市公司股东的扣除非经常性损益后的净利润 1.65亿元至2.05亿元，同比增长132.83%–189.27%。 报告期内，公司业绩实现大幅增长，主要得益于公司在国内外市场的持续发展，技术创新投入不断加 强，全球供应链布局完成，竞争力提升，产品和客户结构优化，为客户创造更多的价值，推动公司销量 增加。同时原材料和国际海运费成本下降，各项降本增效措施陆续落地。 ...

南财智讯1月26日电，聚胶股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 17500万元—21500万元，同比预增123.91%—175.09%；预计2025年全年归属于上市公司股东的扣除非 经常性损益的净利润为16500万元—20500万元，同比预增132.83%—189.27%。报告期内，公司业绩实 现大幅增长，主要得益于公司在国内外市场的持续发展，技术创新投入不断加强，全球供应链布局完 成，竞争力提升，产品和客户结构优化，为客户创造更多的价值，推动公司销量增加。同时原材料和国 际海运费成本下降，各项降本增效措施陆续落地。此外，报告期内美元汇率波动带来汇兑损失，在一定 程度上抵消了部分业绩增幅。 ...