海科新源公告，公司股票于2025年9月29日、2025年9月30日、2025年10月9日连续三个交易日内日收盘 价格涨幅偏离值累计超过30%。公司已核实，公司前期披露信息无需更正或补充，近期未发现相关公共 传媒报道，公司经营情况及内外部环境未发生重大变化，控股股东及实际控制人未筹划重大事项，且在 股票异常波动期间未买卖公司股票。公司目前没有应披露而未披露的重大事项，也未获悉对股票交易价 格产生较大影响的信息。 ...

证券代码：301292 证券简称：海科新源 公告编号：2025-061 山东海科新源材料科技股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动的具体情况 山东海科新源材料科技股份有限公司（以下简称"公司"）股票 于 2025 年 9 月 29 日、2025 年 9 月 30 日、2025 年 10 月 9 日连续三 个交易日内日收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交 易所交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会对相关事项进行了核实， 并且通过函询方式向公司控股股东及实际控制人就相关问题进行了 核实，现将相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了与公司相关且市场关注度较 高的信息； 3、目前公司经营情况及内外部经营环境未发生或预计将要发生 重大变化； 4、公司、控股股东和实际控制人不存在关于本公司的应披露而 未披露的重大事项，或处于筹划阶段的重大事项； ...

Market Analysis - Global capital markets have shown significant increases during the holiday period, particularly in gold, US stocks, and copper, driven primarily by AI narratives [2] - The A-share market has returned to 3900 points after 10 years, with technology stocks being the main upward momentum, heavily influenced by external market sentiment and capital flow [2] - The continued rise of indices indicates signs of capital returning before the holiday, with October expected to be a competitive month for individual stocks [2] Gold Market Insights - Three anchors for gold pricing have been identified: reserve value, consumption value, and trading value [2] - With the ongoing expansion of dollar credit cracks, a long-term bull market for gold is anticipated, as the demand for gold is expected to grow [2] - By 2025, domestic gold jewelry companies are expected to see sales increases and performance improvements [2] Sector Performance - The gold concept stocks opened significantly higher, with several stocks reaching their daily limit, reflecting strong market interest [3] - The semiconductor sector is also active, with AMD's partnership with OpenAI leading to a notable increase in AMD's stock price [4] - Solid-state battery concept stocks have shown strong fluctuations, driven by advancements in battery technology [5] Index Performance - The Shanghai Composite Index has shown a strong upward trend post-holiday, with a focus on whether it can maintain above 3950 points [9] - The ChiNext Index has reached new highs, with technology stocks being the primary drivers, although the performance remains characterized by rotation rather than collective surges [9] Investment Outlook - The consensus among broker reports indicates a positive macro environment for A-shares following the holiday, with a focus on resource and AI sectors [15] - The long-term logic supporting gold's continued rise is centered around the restructuring of the global monetary credit system, with gold being viewed as a stabilizing asset during economic turbulence [15] - The ongoing accumulation of US debt poses risks to monetary credit, further enhancing gold's appeal as a safe-haven asset [16]

Core Viewpoint - The solid-state battery concept stocks have shown strong fluctuations, with Shanghai Xiba reaching the daily limit, indicating a positive market sentiment towards advancements in solid-state battery technology [1] Group 1: Stock Performance - Shanghai Xiba has hit the daily limit, reflecting investor confidence [1] - Other companies such as Dingsheng Technology, Haike New Source, and Zhongyi Technology have increased by over 10% [1] - Ganfeng Lithium and Tianji shares also experienced upward movement [1] Group 2: Research and Development - Chinese researchers have addressed the interface contact issue in all-solid-state lithium metal batteries [1] - A new anion regulation technology has been developed, showcasing innovation in battery technology [1] - The research findings were published on October 7 in the international journal "Nature-Sustainability" [1]

Group 1 - The solid-state battery concept continues to gain strength, leading to a surge in stock prices for companies such as Shanghai Washba, Lingge Technology, Dangsheng Technology, Zhongyi Technology, Haike Xinyuan, and Honggong Technology [1]

Group 1 - The battery sector has experienced a significant upward movement, with companies such as Dingsheng Technology, Zhongyi Technology, and Haike Xinyuan seeing stock increases of over 10% [1] - Other companies including Honggong Technology, Greeenmei, Naconor, Jiao Cheng Super Sound, and Yishitong also followed the upward trend [1]

Group 1 - The company Haike Xinyuan (301292.SZ) reported a revenue of 2.316 billion yuan for the first half of 2025, representing a year-on-year increase of 27.92% [1] - The net profit attributable to shareholders was -42.83 million yuan, an improvement from -110 million yuan in the same period last year [1] - The net cash flow from operating activities was -248 million yuan, compared to -195 million yuan in the previous year [1] Group 2 - In 2024, Haike Xinyuan achieved a revenue of 3.615 billion yuan, a year-on-year growth of 7.49% [1] - The net profit attributable to shareholders decreased to -267 million yuan, a decline of 944.35% year-on-year [1] - The net cash flow from operating activities increased by 354.30% to 158 million yuan [1] Group 3 - Haike Xinyuan was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on July 7, 2023, with an initial public offering of 55,740,795 shares at a price of 19.99 yuan per share [1] - The highest price on the first trading day reached 32.77 yuan, marking the highest price since the stock's listing [1] Group 4 - The total amount raised from the initial public offering was 1.114 billion yuan, with a net amount of 1.004 billion yuan after deducting issuance costs [2] - The final net amount raised was 507.65 million yuan less than the original plan of 1.512 billion yuan [2] - The issuance costs totaled 109.91 million yuan, including underwriting fees of 87.81 million yuan [2]

Core Points - In 2025, Shandong Haike New Source Material Technology Co., Ltd. and its subsidiaries plan to provide guarantees for financing up to 4.5 billion yuan [1] - The company has signed maximum guarantee contracts with Wuhan Rural Commercial Bank and Hubei Bank for its subsidiary Hubei New Source Haoke New Materials Co., Ltd., with a total actual guarantee amount of 37.46 million yuan [1] - The remaining available guarantee amount is 872.54 million yuan, and the total actual guarantee amount provided by the company and its subsidiaries is 2.46746 billion yuan, accounting for 84.89% of the latest audited net assets [1] - All guarantees are for companies within the consolidation scope, with no overdue or abnormal guarantee situations reported [1]

证券代码：301292 证券简称：海科新源 公告编号：2025-060 山东海科新源材料科技股份有限公司 关于对外担保的进展公告 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、误导性陈述或者重大遗漏。 一、担保情况概述 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 | 被担保人名称 | 担保人持股比例 | 2025年担保额度预计 | | --- | --- | --- | --- | --- | | | 名称 | | | （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 ...

Group 1 - The latest financing balance of the ChiNext market is 512.06 billion yuan, with a week-on-week increase of 1.29 billion yuan, and 26 stocks have seen financing balances increase by over 10% [1] - On September 29, the ChiNext index rose by 2.74%, with a total margin balance of 513.66 billion yuan, an increase of 1.30 billion yuan from the previous trading day [1] - Among the stocks with increased financing balances, 430 stocks saw growth, with the largest increase being C Haocreat, which had a financing balance of 70.82 million yuan, up 68.96% from the previous day [1][3] Group 2 - The stocks with the highest net inflow of main funds on September 29 include Changchuan Technology, Fulin Precision, and Kaiwang Technology, with net inflows of 521 million yuan, 305 million yuan, and 91.04 million yuan respectively [2] - Conversely, the stocks with the highest net outflow include Penghui Energy, Rujing Technology, and Dongxing Medical, with net outflows of 4.14 million yuan, 1.93 million yuan, and 332.64 thousand yuan respectively [2] Group 3 - The stocks with the largest financing balance increase include: - C Haocreat: 70.82 million yuan, up 68.96%, closing at 58.78 yuan, down 3.73% [3] - Haike New Source: 117.20 million yuan, up 47.65%, closing at 20.31 yuan, up 12.96% [3] - Kaiwang Technology: 162.28 million yuan, up 37.36%, closing at 41.43 yuan, up 18.30% [3] Group 4 - The stocks with the largest financing balance decrease include: - Jiebang Technology: 16.64 million yuan, down 25.78%, closing at 125.70 yuan, down 1.71% [4] - Puris Technology: 4.81 million yuan, down 14.74%, closing at 45.80 yuan, down 0.11% [4] - Luyuan Technology: 3.89 million yuan, down 14.38%, closing at 65.06 yuan, down 0.11% [4]