证券代码：002392 证券简称：北京利尔 公告编号：2026-006 鉴于公司拟向特定对象发行 A 股股票，现根据相关要求，就公司最近五年 被证券监管部门和交易所采取监管措施或处罚的情况及相应的整改落实情况公 告如下： 一、最近五年被证券监管部门和交易所处罚的情况 经自查，公司最近五年不存在被证券监管部门和交易所处罚的情况。 二、最近五年被证券监管部门和交易所采取监管措施的情况 北京利尔高温材料股份有限公司 关于公司最近五年不存在被证券监管部门和交易所采取监管措施 或处罚情况的公告 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。 北京利尔高温材料股份有限公司（以下简称"公司"）自上市以来，严格按 照《中华人民共和国公司法》《中华人民共和国证券法》《深圳证券交易所股票上 市规则》以及证券监管部门的有关规定和要求，致力于完善公司治理结构，建立 健全内部管理和控制制度，规范公司运营，促进公司持续、稳定、健康发展，不 断提高公司的治理水平。 董事会 2026 年 1 月 30 日 经自查，公司最近五年不存在被证券监管部门和交易所采取监管措施的情况。 特此公告。 北京 ...

证券代码：002392 证券简称：北京利尔 公告编号： 2026-008 北京利尔高温材料股份有限公司 关于召开 2026 年第一次临时股东会的通知 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。 北京利尔高温材料股份有限公司（以下简称"公司"）第六届董事会第十四次 会议于 2026 年 1 月 29 日审议通过了《关于召开 2026 年第一次临时股东会的议 案》。公司董事会决定于 2026 年 2 月 27 日召开公司 2026 年第一次临时股东会（以 下简称"本次股东会"）。现就召开本次股东会的有关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 4、会议召开时间： （1）现场会议召开时间：2026 年 2 月 27 日 15:00。 （2）网络投票时间：2026 年 2 月 27 日，其中： ①通过深圳证券交易所交易系统进行网络投票的具体时间为：2026 年 2 月 27 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00； ②通过深圳证券交易所互联网投票系统投票的时间为：2026 ...

北京利尔高温材料股份有限公司 第六届董事会第十四次会议决议公告 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。 北京利尔高温材料股份有限公司（以下简称"公司"）于2026年1月29日在 公司会议室召开第六届董事会第十四次会议。本次会议由公司董事长赵伟先生召 集和主持。召开本次会议的通知于2026年1月24日以通讯方式送达全体董事。本 次董事会会议以现场结合通讯方式召开，会议应到董事11名，实到董事11名。公 司有关高级管理人员列席了会议。会议的召集及召开程序符合《中华人民共和国 公司法》（以下简称"《公司法》"）及《公司章程》的规定。与会董事对以下 议案进行了审议，并以书面记名投票方式审议通过了以下议案： 一、审议通过了《关于符合向特定对象发行 A 股股票条件的议案》 根据《公司法》《中华人民共和国证券法》（以下简称"《证券法》"）及 《上市公司证券发行注册管理办法》等法律、法规及规范性文件的有关规定，对 照上市公司向特定对象发行股票相关资格、条件的要求，经对公司的实际情况逐 项自查，董事会认为公司符合相关法律、法规、规范性文件的规定，符合向特定 对象发行股票 ...

Core Viewpoint - The company plans to raise a total of up to 1,034.45 million yuan through a private placement of shares, which will be allocated to various projects including the production of zirconia and zircon-based materials for aerospace and new energy applications, as well as the establishment of an innovation research center and a refractory materials production base in Vietnam [1]. Group 1 - The total amount to be raised through the issuance of shares is not more than 1,034.45 million yuan, including the principal amount [1]. - The funds will be used for projects such as the annual production of 30,000 tons of composite zirconia and zircon-based materials for new energy and aerospace applications [1]. - The company will also invest in the construction of an innovation research center and a refractory materials production base in Vietnam [1]. Group 2 - Prior to the arrival of the raised funds, if any of the projects require initial funding, the company will use self-raised funds for early investments [1]. - Once the raised funds are in place, the company plans to replace the initial self-raised funds with the raised capital [1].

Market Performance - The renovation and building materials sector increased by 0.28% compared to the previous trading day, with Donghe New Materials leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Donghe New Materials (code: 920792) closed at 13.94, with a rise of 4.34% and a trading volume of 43,800 shares, amounting to a transaction value of 60.49 million yuan [1] - Other notable performers included: - Weixing New Materials (code: 002372) at 11.93, up 3.20% with a transaction value of 379 million yuan [1] - Sankeshu (code: 603737) at 53.80, up 3.10% with a transaction value of 293 million yuan [1] - Youbang Dading (code: 002718) at 77.83, up 2.95% with a transaction value of 299 million yuan [1] Capital Flow - The renovation and building materials sector experienced a net outflow of 25.93 million yuan from institutional investors, while retail investors saw a net outflow of 4.01 million yuan [2] - Conversely, speculative funds recorded a net inflow of 29.94 million yuan [2] Individual Stock Capital Flow - Qinglong Pipe Industry (code: 002457) had a net outflow of 53.33 million yuan from institutional investors, while North New Materials (code: 000786) saw a net inflow of 47.76 million yuan [3] - Puhua Shares (code: 002225) recorded a net inflow of 41.79 million yuan from institutional investors, while Youbang Dading (code: 002718) had a net inflow of 39.14 million yuan [3]

Group 1 - The core viewpoint of the article is that Beijing Lier (002392) is leveraging its accumulated data resources, both internal and industry-related, to collaborate with partners in the development and application of industrial manufacturing and decision-making models [1] Group 2 - The company is actively engaging with investors through interactive platforms to address inquiries and share insights about its research initiatives [1] - The focus on industrial manufacturing and decision-making models indicates a strategic direction towards enhancing operational efficiency and data-driven decision-making in the industry [1]

Core Viewpoint - Mingguang Rierjinda Technology Co., Ltd. has successfully passed the listing review by the Beijing Stock Exchange, moving closer to its IPO despite challenges in the steel industry, showcasing a gross margin of nearly 40%, which is more than double the industry average [1][24]. Group 1: Company Background and Leadership - The actual controllers of Rierjinda are Xu Ruitu and his daughter Xu Xiaohan, with Xu Ruitu having extensive experience in the refractory materials industry [1][6]. - Xu Ruitu founded Beijing Rier in 2002 and has led the company to significant milestones, including its recent listing on the New Third Board in December 2023 [4][25]. - Xu Xiaohan, with an educational background from prestigious institutions, holds multiple key positions within the company, including Vice Chairman and Secretary of the Board [6][27]. Group 2: Financial Performance and Dividend History - Rierjinda's financial history shows a high dividend payout, with a total of approximately 2.33 billion yuan distributed in dividends from 2020 to mid-2023, despite a net profit of only about 1.3 billion yuan during the same period, resulting in a dividend payout ratio of 179% [1][28]. - The company plans to raise 335 million yuan through its IPO, having previously aimed for 473 million yuan, indicating a strategic adjustment in its fundraising approach [10][33]. - The gross margin of Rierjinda has consistently been high, with figures of 32.26%, 37.74%, 39.72%, and 39.09% over the reporting periods, significantly exceeding the average of comparable companies [15][39]. Group 3: Market Position and Client Dependency - Rierjinda's client base is highly concentrated, with the top five customers accounting for over 40% of total sales, including major steel companies like Baowu Group and Shougang Group [1][19]. - The company has faced increasing accounts receivable, which reached 2.41 billion yuan in mid-2025, representing 106% of its revenue for that period, indicating potential liquidity concerns [19][43]. - Rierjinda's revenue growth has been questioned due to the declining production of refractory materials in the industry, yet the company attributes its growth to stable demand from existing customers [13][37]. Group 4: Future Prospects and Risks - The company plans to invest in projects aimed at enhancing its production capabilities and developing new technologies, although some proposed products have not yet generated revenue [21][45]. - Rierjinda's high gross margin and concentrated customer base raise concerns about its long-term sustainability and governance, which will need to be addressed post-IPO [21][45].

Core Insights - Hangzhou Sunrise Chip Technology Co., Ltd. has completed nearly 3 billion yuan in strategic financing within one year [3] - The financing round includes participation from at least 25 well-known VC/PE institutions, large enterprises, and state-owned capital [4] - The funds will be specifically used for the R&D of next-generation inference GPUs, large-scale production, and ecosystem development [5] Company Overview - Sunrise is a domestic full-stack self-developed AI computing chip company focused on high-performance GPUs and multi-modal scene inference chip R&D and commercialization [6] - Originally part of SenseTime's large chip division, Sunrise became an independent entity at the end of 2024 and has been operating independently for just over a year [7] - With 8 years of technological accumulation, 2 billion yuan in R&D investment, and engineering validation of two generations of mass-produced chips, Sunrise has become a core player in the domestic GPU replacement market [8]

《商道创投网》2026年1月26日从官方获悉：杭州曦望芯科智能科技有限公司（以下简称"曦望"）近日 完成了由三一集团旗下华胥基金、范式智能、杭州数据集团、正大机器人、协鑫科技、游族网络、北京 利尔等产业投资方，以及无极资本、IDG资本、心资本、高榕创投、中金资本、普华资本、松禾资本、 易方达资本、工银投资、海通开元、越秀产业基金、银泰投资、国元基金、粤民投、华民投等国内知名 VC/PE机构联合投资的近30亿元战略融资，同时获得诚通混改基金、杭州金投、杭州高新金投等国资背 景资本的鼎力加持。 《商道创投网》创业家会员·单位简介 《商道创投网》创投生态圈·本轮投融观点是什么？ 曦望（Sunrise）是一家专注于高性能GPU及多模态场景推理芯片研发与商业化的国产全栈自研人工智 能算力芯片企业。其前身是商汤大芯片部门，2024年底分拆独立运营。凭借八年技术沉淀、二十亿研发 投入及两代量产芯片的工程化验证，曦望已成为国产GPU替代的核心力量。公司通过技术创新和深度产 业协同，致力于为千行百业提供成本降低十倍、能效比突破的智能算力基石，推动各行业的智能化发 展，并助力实现通用人工智能（AGI）的普惠化目标。 商道创投网创 ...

Group 1 - The core point of the article is that Beijing Lier announced the construction of a production line for silicon-carbon anode materials by Lianchuang Lithium Energy [1] Group 2 - The production line for silicon-carbon anode materials is currently under construction, indicating a focus on expanding capabilities in the lithium battery materials sector [1]