每周股票复盘：永冠新材（603681）获4000万政府补助影响2026年利润

Group 1 - The stock price of Yongguan New Materials (603681) closed at 19.7 yuan on February 6, 2026, down 2.04% from 20.11 yuan the previous week, with a market cap of 3.765 billion yuan, ranking 131 out of 170 in the chemical products sector and 4232 out of 5186 in the A-share market [1] - The company announced a share repurchase plan on April 15, 2025, intending to buy back shares for employee stock ownership plans or equity incentives, with a repurchase amount between 30 million and 50 million yuan and a maximum price of 20.35 yuan per share [1] - As of January 31, 2026, the company had repurchased 1.7908 million shares, accounting for 0.937% of the total share capital, with a total payment of approximately 30.1 million yuan and a repurchase price range of 12.20 to 19.07 yuan per share [1] Group 2 - The wholly-owned subsidiary of the company received a government subsidy of 40 million yuan on February 5, 2026, which represents 24.50% of the net profit attributable to shareholders for the last audited fiscal year [2] - The government subsidy is expected to have a positive impact on the company's profit for the fiscal year 2026, with specific accounting treatment and impact on profit to be confirmed by the annual audit [2]