Core Viewpoint - The company Haike Xinyuan (301292.SZ) has signed a long-term cooperation agreement with BYD Lithium Battery Co., Ltd. to supply at least 100,000 tons of products annually for three years, specifically for BYD's Hubei project [1]. Group 1 - The agreement is effective for three years, starting from January 23, 2026 [1]. - Haike Xinyuan will supply four types of solvents: Dimethyl Carbonate (DMC), Ethylene Carbonate (EC), Ethyl Methyl Carbonate (EMC), and Diethyl Carbonate (DEC) [1]. - The actual procurement quantity will be determined by related agreements signed by both parties [1].

Group 1 - Evert plans to acquire equity in Shengpu Co., with stock suspension starting January 27, 2026, expected to last no more than 10 trading days [5] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually for three years [5] - Sanxiang Bio has developed a CE-certified Nipah virus nucleic acid testing kit and a domestic research version, responding to the Nipah virus outbreak in India [9][10] Group 2 - Sangfor Health expects a Q4 net profit of approximately 2.5 billion yuan, a 1097% increase from the previous quarter, driven by a significant payment from Pfizer for the 707 project [2] - Puran Co. anticipates a Q4 net profit of about 1.46 billion yuan, a 696% increase from Q3, despite an annual decrease of approximately 29.89% [3][4] - Chip Source Micro expects a net profit of 52 million to 76 million yuan for 2025, a decrease of 62.53% to 74.36% year-on-year due to increased costs and reduced other income [6] Group 3 - Maide Medical forecasts a net profit of approximately 66.5 million yuan for 2025, marking a turnaround from losses in the previous year [7] - Ruixin Micro expects a net profit of 1.023 billion to 1.103 billion yuan for 2025, representing a growth of 71.97% to 85.42% year-on-year [8] - Qingda Environmental anticipates a net profit of 165 million to 190 million yuan for 2025, an increase of 77.47% to 104.36% year-on-year [10] Group 4 - Jiangxun Technology expects a net profit increase of approximately 86.44% for 2025, reaching around 156 million yuan [11] - Micron Bio anticipates a net profit of approximately 53.5 million yuan for 2025, achieving profitability after previous losses [11] - Blue Special Optics forecasts a net profit of 375 million to 400 million yuan for 2025, a growth of 70.04% to 81.38% year-on-year [13]

Core Viewpoint - The company Haike Xinyuan (301292.SZ) has signed a long-term cooperation agreement with BYD Lithium Battery Co., Ltd. to supply at least 100,000 tons of products annually through pipeline transportation over a three-year period [1] Group 1 - The agreement was signed on January 23, 2026, and is valid for three years [1] - The BYD Lithium Battery project in Hubei will procure four types of solvents from Haike Xinyuan: Dimethyl Carbonate (DMC), Ethylene Carbonate (EC), Ethyl Methyl Carbonate (EMC), and Diethyl Carbonate (DEC) [1]

Mergers and Acquisitions - Evert plans to acquire equity in Shengpu Co., with the stock suspended. Shengpu focuses on the R&D, production, and sales of precision fluid control equipment and core components, including automatic glue spraying machines and coating equipment [1] - Zijin Mining intends to acquire 100% equity of United Gold for 28 billion yuan, with United Gold holding gold resources of 533 tons as of the end of 2024 [1] - Dinglong Co. plans to acquire 70% equity in Haofei New Materials for 630 million yuan. Haofei is a leading domestic company in new lithium battery dispersants [1] External Investments and Daily Operations - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually [2] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China, focusing on automotive fuel systems and cooling systems [2] - Changyuan Donggu received a notification letter for a designated sales project, with a total lifecycle sales amount expected to be between 2.2 billion and 3 billion yuan [2] Performance Changes - Rockchip expects a net profit of 1.023 billion to 1.103 billion yuan in 2025, representing a growth of 71.97% to 85.42% year-on-year, driven by rapid growth in AIoT computing platforms and breakthroughs in key product lines [3] - Duofuduo anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 308 million yuan in the previous year, benefiting from the rapid growth in demand for new energy vehicles and energy storage [3] - Lante Optics expects a net profit of 375 million to 400 million yuan in 2025, an increase of 70.04% to 81.38% year-on-year, supported by its core customer base and diversified product layout [4] - Litong Electronics forecasts a net profit of 270 million to 330 million yuan in 2025, a significant increase of 996.83% to 1240.57% year-on-year, attributed to improved profitability in computing business and reduced losses in manufacturing [4] - Suotong Development expects a net profit of 730 million to 850 million yuan in 2025, an increase of 167.98% to 212.03% year-on-year, driven by favorable market conditions and rising prices in the prebaked anode sector [4] - Chunzong Technology anticipates a net profit of 265 million to 290 million yuan in 2025, a growth of 208.86% to 238.00% year-on-year, with significant gains from investments in Muxi shares [4] - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, marking a turnaround from losses [5] - Gallen Electronics anticipates a net profit of 36 million yuan in 2025, also indicating a turnaround from losses [6]

人民财讯1月26日电，海科新源（301292）1月26日公告，公司与深圳市比亚迪（002594）锂电池有限公 司(简称"比亚迪锂电池")签署长期合作协议暨湖北项目管输合作协议，协议有效期三年，在协议有效期 内，海科新源以管输方式向比亚迪锂电池湖北项目供应协议所购产品每年至少10万吨。产品的实际采购 数量以双方签署的相关协议为准。 ...

证券代码：301292 证券简称：海科新源 公告编号：2026-005 山东海科新源材料科技股份有限公司 关于签署长期合作协议暨湖北项目管输合作协议的公告 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。 风险提示： 1、本协议为长期合作协议，具体合作事宜需在每一份订单中进 一步明确，尚存在不确定性，请投资者谨慎投资，注意投资风险。 2、本协议不涉及具体交易金额的约定，本协议的签署对公司本 年度及未来各会计年度财务状况的具体影响存在不确定性。 3、本次签署的协议不构成关联交易，不属于《上市公司重大资 产重组管理办法》规定的重大资产重组。 一、协议的基本情况 统一社会信用代码：91440300708416327M 住所：深圳市龙岗区龙岗街道宝龙工业城宝荷路 3001 号 法定代表人：何龙 企业类型：有限责任公司（法人独资） 注册资本：616000 万元 人民币 成立日期：1998 年 06 月 09 日 山东海科新源材料科技股份有限公司（以下简称"海科新源"或 "公司"）与深圳市比亚迪锂电池有限公司（以下简称"比亚迪锂电 池"）于 2026 年 1 月 23 日签 ...

证券代码：301292 证券简称：海科新源 公告编号：2026-004 山东海科新源材料科技股份有限公司(以下简称"公司 ")分别于2025年4月23日、2025年5月15日召开第二届董事会 第十七次会议、2024年年度股东会审议通过了《关于公司及 子公司2025年度对外担保额度预计的议案》，同意公司及子 公司拟为2025年度合并报表范围内的子公司向金融机构及类 金融企业申请融资业务提供担保，预计担保金额不超过 45.00 亿元人民币，具体如下： | 序号 | 担保人 名称 | 被担保人名称 | 担保人持股比例 | 2025年担保额度预计 （万元） | | --- | --- | --- | --- | --- | | 1 | | 江苏思派新能源科 技有限公司 | 100.00% | 180,000.00 | | 2 | 海科新 | 海科新源材料科技 （湖北）有限公司 | 100.00% | 120,000.00 | | 3 | 源 | 湖北新源浩科新材 料有限公司 | 66.00% | 120,000.00 | | 4 | | 山东新蔚源新材料 有限公司 | 100.00% | 30,000.00 | | ...

关于员工战略配售资管计划减持股份计划实施完成的公告 公司股东国金证券－招商银行－国金证券海科新源员工参与创业板 战略配售集合资产管理计划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 12 月 4 日，山东海科新源材料科技股份有限公司（以下 简称"公司"）在巨潮资讯网（http://www.cninfo.com.cn）披露了 《关于员工战略配售资管计划减持股份预披露的公告》（公告编号： 2025-072），公司股东国金证券－招商银行－国金证券海科新源员工 参与创业板战略配售集合资产管理计划（以下简称"海科新源资管计 划"或"战略配售资管计划"）持有公司股份 5,574,079 股，占公司 总股本的 2.50%，计划自减持预披露公告披露之日起 15 个交易日后 的 3 个月内以大宗交易方式或集中竞价交易方式减持本公司股份不 超过 5,574,079 股（占公司总股本比例 2.50%）。 证券代码：301292 证券简称：海科新源 公告编号：2026-003 山东海科新源材料科技股份有限公司 1 ...

Group 1 - The company Haike Xinyuan reported that as of January 10, 2026, the number of shareholders reached 35,819 [2]

Core Viewpoint - The company, Haike Xinyuan, is actively engaged in the lithium-ion battery sector, focusing on the development of electrolyte solvents and additives, which are utilized in electric vehicles, robotics, low-altitude economy, and energy storage applications [1] Group 1 - The company emphasizes its research and development strategy of "solving current pain points + seizing future high points" to ensure continuous performance growth [1] - The company is committed to actively developing new products and technologies to maintain its competitive edge in the market [1]