Group 1 - The paper sector experienced a rise of 0.55% on January 12, with Qifeng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Key stocks in the paper sector showed significant increases, with Qifeng New Materials rising by 5.21% to a closing price of 68.8, and Changxing Paper Industry increasing by 4.14% to 5.79 [1] Group 2 - The paper sector saw a net outflow of 85.15 million yuan from major funds, while retail investors contributed a net inflow of 139 million yuan [2] - Individual stocks like Shanying International and Bohui Paper experienced varying levels of net inflow and outflow from different investor categories [3] - Shanying International had a major fund net outflow of 25.60 million yuan, while Bohui Paper saw a net inflow of 15.72 million yuan from major funds [3]

证券日报网讯 1月6日，恒达新材在互动平台回答投资者提问时表示，龙游联龙股权投资基金合伙企业 （有限合伙）的股份减持计划为公司持股5%以上股东的正常减持行为，龙游联龙股权投资基金合伙企 业（有限合伙）不属于公司控股股东、实际控制人及其一致行动人。 （编辑 姚尧） ...

Core Viewpoint - Hengda New Materials (301469.SZ) announced a share buyback program, indicating a strategic move to enhance shareholder value and confidence in the company's future prospects [1] Summary by Relevant Sections Share Buyback Details - The company repurchased a total of 367,700 shares, which represents 0.4109% of the current total share capital [1] - The highest purchase price per share was 32.66 CNY, while the lowest was 26.35 CNY [1] - The total amount spent on the share buyback was 10,192,975.00 CNY, excluding transaction fees [1]

从资金流向上来看，当日造纸板块主力资金净流出1.78亿元，游资资金净流出1724.31万元，散户资金净 流入1.95亿元。造纸板块个股资金流向见下表： 证券之星消息，1月5日造纸板块较上一交易日下跌0.73%，松炀资源领跌。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。造纸板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920394 | 民士达 | 44.49 | 8.72% | 7.28万 | | 3.23亿 | | 301469 | 恒达新材 | 31.07 | 2.30% | 4.39万 | | · 1.35 亿 | | 605377 | 华旺科技 | 8.67 | 1.52% | 12.89万 | | 1.11亿 | | 605500 | 森林包装 | 9.07 | 1.34% | 5.84万 | | 5245.56万 | | 002235 | 安妮股份 | 10.47 | 1.26% | 78. ...

Group 1 - Company Hengda New Materials announced on January 5 that it has repurchased approximately 370,000 shares, accounting for 0.4109% of its total share capital, through a centralized bidding transaction [1] - The maximum transaction price for the repurchased shares was 32.66 yuan per share, while the minimum price was 26.35 yuan per share [1] - The total amount spent on the share repurchase was approximately 10.19 million yuan [1] Group 2 - The iMoutai App saw a surge in popularity, reaching the top of the Apple shopping chart, with 100,000 users placing orders for the product [1] - The limited stock of 1,499 yuan Flying Moutai sold out quickly, with distributors offering the same price as a promotional gesture, leading to the rapid sale of 1,000 boxes [1]

浙江恒达新材料股份有限公司 证券代码：301469 证券简称：恒达新材 公告编号：2026-001 关于回购公司股份的进展公告 因公司实施 2024 年度权益分派，回购价格上限自 2025 年 5 月 26 日起由 35.37 元/股调整为 35.02 元/股。具体内容详见公司于 2025 年 5 月 20 日披露于巨 潮资讯网（http://www.cninfo.com.cn）的《关于 2024 年年度权益分派实施后调 整回购价格上限的公告》（公告编号：2025-036）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，上市公司应当在回购期间每个月的前三个交 易日内，披露截至上月末的回购进展情况。现将公司回购股份的进展情况公告 如下： 证券代码：301469 证券简称：恒达新材 公告编号：2026-001 一、回购公司股份的进展情况 截至 2025 年 12 月 31 日，公司通过回购专用证券账户以集中竞价交易方式 回购公司股份 367,700 股，占公司当前总股本的 0.4109%，购买股份的最高成交 价 为 32.66 元 / 股 ， 最 低 成 交 ...

Group 1 - Fenglong Co., Ltd. has no plans for restructuring or listing through the company in the next 36 months [1] - Wu Zhi Electromechanical's business in robotics and commercial aerospace accounts for approximately 1% of its main business revenue [1] Group 2 - Zhongse Co., Ltd.'s subsidiary plans to invest in a lead-zinc mining expansion project with a capacity of 1.65 million tons per year [1] - Tianyuan Co., Ltd.'s subsidiary intends to invest in a project to produce 100,000 tons of titanium dioxide via chlorination [1] Group 3 - Zhejiang Construction Investment's subsidiary signed a construction contract worth 1.8 billion yuan [1] - Jinpan Technology signed a contract worth approximately 696 million yuan for a data center project [1] - Shensi Electronics won a bid for the construction of low-altitude support facilities for the Jinan digital low-altitude flight management service platform [1] Group 4 - Yalake Co., Ltd. plans to acquire a 51% stake in Wukuang Salt Lake [1] - Shengxin Lithium Energy's subsidiary intends to acquire a 30% stake in Qicheng Mining [1] - Jiete Biological plans to acquire 70% of Jieke Membrane for 7.9199 million yuan [1] Group 5 - Baili Tianheng plans to repurchase shares worth 100 million to 200 million yuan [2] - Zhongju Gaoxin intends to repurchase shares worth 300 million to 600 million yuan [2] - Jiete Biological plans to repurchase shares worth 15 million to 30 million yuan [1][2] Group 6 - Zijin Mining expects a net profit increase of approximately 59% to 62% for the year 2025 [2] - Zongheng Co., Ltd. plans to raise no more than 548 million yuan through a private placement [2]

Group 1 - The paper sector experienced a decline of 0.68% on December 31, with Hengda New Materials leading the drop [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Notable gainers in the paper sector included Minshida, which rose by 4.65% to a closing price of 40.92, and Kain Co., which increased by 1.10% to 6.45 [1] Group 2 - Hengda New Materials saw a significant drop of 4.89%, closing at 30.37, while other companies like Senlin Packaging and Annie Co. also faced declines of 4.79% and 4.26% respectively [2] - The paper sector experienced a net outflow of 371 million yuan from major funds, while retail investors contributed a net inflow of 369 million yuan [2] - The individual stock fund flow data indicated that Sun Paper had a net inflow of 47.15 million yuan from major funds, despite a net outflow from retail investors [3]

Industry News - The Ministry of Finance and the State Administration of Taxation announced a new policy on the value-added tax for personal housing sales, effective from January 1, 2026. Homes sold within two years of purchase will incur a 3% VAT, while those sold after two years will be exempt from VAT [3]. - The Ministry of Education plans to continue promoting artificial intelligence in education, with related policy documents expected to be released next year [3]. - The Ministry of Industry and Information Technology and other departments issued a digital transformation implementation plan for the automotive industry, aiming for significant improvements in manufacturing capabilities and digital levels by 2027 [3]. - In November 2025, global automobile sales reached 8.59 million units, a year-on-year increase of 1%, with China's global market share rising to 40%, up 1 percentage point from the previous year [3]. - A new generation of the Honghu HH-200 commercial drone developed by Aviation Industry Corporation of China was unveiled, marking a breakthrough in low-altitude logistics transportation technology [4]. - In 2026, China will accelerate the construction of a digital economy, implementing the "East Data West Computing" project and fostering a national integrated data market [4]. - The Beijing Municipal Health Commission issued measures to support the innovation and development of the artificial intelligence industry in the healthcare sector for 2026-2027 [4]. Company News - Tianpu Co., Ltd. announced a cumulative stock price increase of 718.39% from August 22 to December 30, leading to a suspension for verification [5]. - Zijin Mining announced a projected net profit increase of 59%-62% for 2025, driven by rising sales prices of gold, copper, and silver [5]. - Wuzhou New Spring reported a recent reduction of 2.73% in total share capital by its controlling shareholder [5]. - Superjet Co., Ltd. announced the completion of its controlling shareholder's reduction plan [5]. - Jinpan Technology signed a contract for an overseas data center project worth approximately 696 million yuan [5]. - Shengxin Lithium Energy plans to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, with the latter's lithium mine under development [5]. - Mindray Bio-Medical Electronics announced a cash acquisition of 100% of Wuhan Bikaier Rescue Supplies Co., Ltd., expected to constitute a major asset restructuring [5]. - China National Airlines plans to purchase 60 Airbus A320NEO aircraft at a total catalog price of approximately 9.53 billion USD, with deliveries scheduled between 2028 and 2032 [5].

Group 1 - Dongjie Intelligent has decided to terminate the planning of a major asset restructuring involving the acquisition of control over Aobo Intelligent Technology, with no adverse impact on its business operations or financial status [2] - Aobo Intelligent's stock will resume trading on December 31, 2025, after a one-month commitment not to plan any major asset restructuring [2] - Aoyuan Ceiling announced a change in its actual controller to Shi Qiming, following a share transfer agreement involving significant shareholders [3] - The share transfer price is set at 29.41 yuan per share, with the new controller acquiring a total of 29.99% of the voting rights [3] Group 2 - Mingde Bio plans to acquire 100% of Wuhan Bikaier Rescue Supplies Co., Ltd. for cash, which is expected to constitute a major asset restructuring [4] - The acquisition will enhance Mingde Bio's emergency rescue business, extending its services from medical institutions to industrial and household scenarios [4] - China National Airlines intends to purchase 60 Airbus A320NEO aircraft for a total catalog price of approximately $9.53 billion, with deliveries scheduled between 2028 and 2032 [6] Group 3 - Guotou Zhonglu plans to issue shares to acquire 100% of China Electronic Engineering Design Institute for a transaction price of 6.026 billion yuan [7] - Jiangmei Packaging has experienced significant stock price fluctuations, with a potential application for suspension of trading if prices continue to rise abnormally [8] - Shichuang Energy's actual controller has undergone a divorce, resulting in a transfer of shares valued at approximately 446 million yuan [9] Group 4 - Shengxin Lithium Energy intends to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, aiming for full ownership post-transaction [10] - Yanshan Co. plans to acquire a 51% stake in Wukuang Yanshan for 4.605 billion yuan, with the transaction subject to shareholder approval [11] - Enjie Co. plans to use up to 3 billion yuan of idle funds to purchase bank wealth management products [12] Group 5 - Zijin Mining expects a net profit increase of 59%-62% for 2025, driven by higher production and sales prices of key mineral products [17] - Zhongju High-tech plans to repurchase shares worth between 300 million and 600 million yuan for capital reduction purposes [19] - Baili Tianheng intends to repurchase shares for 100 million to 200 million yuan, with a maximum price of 546 yuan per share [20] Group 6 - Shenxin Technology's major shareholder plans to reduce its stake by up to 3% due to funding needs [23] - Chaojie Co. has completed its previously disclosed share reduction plan, with a total reduction of 3.00% of the company's total shares [24] - Youbo Technology's major shareholder plans to reduce its stake by up to 2.96% for operational needs [25] Group 7 - Shensi Electronics has won a bid for a 200 million yuan project related to low-altitude flight management services [29] - Zhejiang Construction's subsidiary has signed an 1.8 billion yuan construction contract for a university campus project [30] - Jinpan Technology has signed a contract for an overseas data center project worth approximately 696 million yuan [31]