南财智讯1月9日电，罗博特科在投资者关系活动中表示，为匹配CPO、OCS等核心业务的高速增长需 求，公司正系统推进产能提升工作。一方面加强设计、组装、调试等关键环节的人才梯队建设，柔性配 置资源；另一方面拟通过港股市场融资重点投向产能扩充与全球服务网络建设。目前ficonTEC全球服务 团队已实现规模性拓展，东南亚等地区已完成服务团队的人员扩张。同时公司持续优化供应链韧性，将 在境内外同步布局产能，保障全球客户的交付周期与服务品质。 ...

报告摘要 事件： 公司发布2025年度业绩预告。2025年，公司预计实现归母净利润82.9-88.9亿元，同比增长 77.78%~90.65%；预计实现扣非后归母净利润82.3-88.3亿元，同比增长87.02%~100.66%。 点评： 氯化钾及碳酸锂价格上涨，25Q4业绩超预期 2025Q4，公司氯化钾产量约为163万吨，同比增长11.9%，环比增长28.0%；销量为95万吨，同比减少 36.7%，环比减少12.0%。公司碳酸锂产量约为1.49万吨，同比增长62.9%，环比增长28.4%；销量为1.41万 吨，同比增长6.3%，环比增长29.4%。我们认为公司碳酸锂产销量的增长一方面来自于子公司蓝科锂业现 有产能的进一步爬坡，另一方面则来自于公司4万吨/年基础锂盐一体化项目于25年9月建成后所提供的增 量。价格方面，根据百川盈孚数据，2025Q4国内氯化钾及碳酸锂均价分别为3250元/吨和9.05万元/吨，同 比分别增长30.6%和19.2%。受益于氯化钾及碳酸锂价格的上涨，公司25Q4业绩显著提升。此外，由于公 司近期顺利通过高新技术企业资格复审，根据相关会计准则，公司在2025年年度末对可抵扣暂时性差 ...

Core Viewpoint - The company, Hangzhou Yongchuang Intelligent Equipment Co., Ltd., has changed the status of its private placement review to "submitted for registration" as of December 29, 2025, indicating progress in its fundraising efforts [1][13]. Group 1: Key Issuance Elements - Stock Type: Domestic listed RMB ordinary shares (A-shares) with a par value of 1 yuan, listed on the Shanghai Stock Exchange, sponsored by Zheshang Securities [2][14]. - Issuance Scale: A total of 26,572,187 shares will be issued, raising approximately 299.99999123 million yuan (not exceeding 300 million yuan, in compliance with the simplified procedure net asset limit of 20%) [2][14]. - Issuance Price: The price is set at 11.29 yuan per share, determined through bidding, with a total of 9 subscribers (including public offerings, private placements, and individuals) [3][15]. Group 2: Fund Utilization - Subscription Method: Full cash subscription with a lock-up period of 6 months for all subscribers [4][16]. - Fund Allocation: After deducting issuance costs, approximately 216.5801 million yuan will be allocated to the annual production of 3,500 sets of digital intelligent solid-state food packaging equipment, and about 83.4199 million yuan will be used to supplement working capital [4][16]. Group 3: Impact of the Private Placement - Expansion of High-End Capacity: The project will significantly enhance the company's supply capability of high-end packaging equipment, addressing the growing demand for automated and intelligent packaging in the food and beverage sector, and supporting the delivery of new orders worth approximately 4.5 billion yuan in 2024 [5][17]. - Strengthening Product and Technical Barriers: The focus on digital intelligence and solid-state packaging technology upgrades will help differentiate the company from smaller competitors, increasing the proportion of high-margin intelligent production lines and optimizing revenue structure [5][17]. Group 4: Financial Structure Optimization - Alleviating Financial Pressure: The addition of 83.42 million yuan in working capital will lower the debt-to-asset ratio (approximately 68.03% in the first three quarters of 2025), reduce financial costs, and improve cash flow, enhancing the company's ability to withstand industry fluctuations [6][18]. - Reserving Space for Operations and R&D: Lowering operational leverage and enhancing financial flexibility will provide funding reserves for technological iterations and market expansion, ensuring the rhythm of R&D investment and order delivery [6][18]. Group 5: Industry Position Consolidation - Expanding Scale and Brand Advantage: The new capacity will further solidify the company's leading position in the packaging equipment sector, leveraging economies of scale to reduce marginal costs and enhance the integrated solution capabilities of "equipment + supporting + services" [7][19]. - Binding Quality Capital and Partners: The participation of 9 specific subscribers (including public and private investors) will deepen capital and industry chain collaboration, creating conditions for future business cooperation and resource integration [7][20]. Group 6: Alignment with Industry Trends - Supporting Long-Term Strategic Implementation: The fundraising aligns with the intelligent and large-scale development trends in downstream industries such as food and beverage, facilitating rapid expansion and technological upgrades, and aiding the company's transition from single equipment to a comprehensive service provider for intelligent production lines [8][21]. Group 7: Private Placement Process - Proposal Timeline: The proposal was approved by the company's board on August 28, 2025, and announced on August 30, with a revised draft released on December 1, 2025 [9][22]. - Acceptance Date: The Shanghai Stock Exchange officially accepted the application on December 25, 2025 [10][23]. - Approval Date: The application was approved by the Shanghai Stock Exchange on December 29, 2025 [12][25].

Core Viewpoint - The company has successfully acquired state-owned land use rights through a competitive bidding process, which will enhance its capabilities in the CNC machine tool sector and support future business development [1] Group 1: Land Acquisition - The company participated in a public auction held by the Suzhou Natural Resources and Planning Bureau and won the land use rights for 19.6652 million yuan [1] - A confirmation of the online transaction and a land use rights transfer contract have been signed, with the contract number 3205052025B000297 [1] Group 2: Future Development - Following the acquisition of the land use rights, the company plans to continue the construction of the project, aiming to expand the variety of CNC machine tool products [1] - The expansion is intended to enhance the company's production capacity and provide comprehensive processing technology solutions to better meet market demands and improve competitiveness [1]

熊猫乳品（300898.SZ）12月23日在投资者互动平台表示，公司在海南有子公司海南熊猫和海南椰达， 主营炼乳及椰品业务，岛内外均有稳定客户。其中，海南椰达目前正处于建设阶段，后续将进一步扩充 产能规模、丰富产品品类，持续拓展公司业务布局。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在海南是否有业务？ ...

司太立 20251222 摘要 斯太利是国内领先的碘造影剂供应商，拥有最大的产品规模和最齐全的 品种，碘海醇产能和产量位居国内前列，受益于国内碘造影剂市场从集 采影响中恢复，2024 年院端市场规模重回 150 亿元人民币水平。 公司已建成 2,400 余吨原料产能，其中 1,800 吨完成国内外质量体系认 证，预计年底提升至 3,000 吨，占全球需求近三分之一，前瞻性的产能 布局有望承接更多新需求，进一步提高市占率。 毛利改善受益于碘价下降、产能利用率提升及点回收技术，点回收已达 到原研水平，有效降低生产成本，提升盈利能力。 依托爱尔兰 IMAX 控股公司的注册优势和销售网络，公司积极推进制剂 国际化销售，截至 2024 年，IMAX 公司海外制剂销售额已达 8,620 万 元，协同效应显著。 上海斯泰利智能化改造项目已于 2025 年转固并投产，新增 1,200 万支 制剂产能，预计未来 3 至 4 年内，对内发货量将从 400 吨提升至 800 吨，实现翻倍增长。 Q&A 斯太利公司的业务情况及其国际化战略是什么？ 斯太利公司是一家专注于造影剂的 API（活性药物成分）和制剂一体化的企业， 成立于 1 ...

更多路演 针对投资者关心的设备成新率问题，公司给出了专业解释。新广益强调，其生产模式的特点在于深度定 制化改造而非简单购置新设备。公司根据自身产品特性和工艺要求，对涂布机、挤出机等关键设备进行 大量自主改造，这种与产品技术深度绑定的模式形成了独特的技术壁垒。 公司拥有专业的设备维护团队，严格执行保养规程，确保设备始终保持良好运行状态。同时，公司表示 将根据募投项目进展和业务发展需求，有计划地进行产能扩充和设备升级，这种务实而灵活的设备策略 支持了公司的持续创新和生产效率提升。 12月19日下午，苏州市新广益（301687）电子股份有限公司(以下简称"新广益")首次公开发行股票并在 创业板上市的网上路演活动成功举行。这也是江苏资本会客厅——全景苏州路演中心迎来的首场IPO网 上路演。 ...

项目一期项目建设以液体氢氧化钾为原料，经二氧化碳碳化结晶、离心分离、煅烧制取轻质碳酸钾的生 产线。建设内容包含碳化车间、煅烧车间、粉碎车间、成品仓库、辅料仓库、动力车间(配电和供水)等 厂房;液体罐区;管廊架;污水站;办公生活用房等。 公告称，本次对外投资建设项目投产后将显著提升公司碳酸钾总产能，丰富产品结构，精准匹配医药、 食品、电子等高端领域差异化需求。 智通财经APP讯，大洋生物(003017.SZ)公告，公司拟与山东亚荣化学股份有限公司签署《氢氧化钾产品 供需战略合作协议》，拟通过全资子公司分期建设年产6万吨氢氧化钾碳化法轻质碳酸钾和3万吨流化床 法重质碳酸钾等新材料项目，利用山东亚荣化学股份有限公司氢氧化钾产业贯通以及园区二氧化碳稳定 供应的配套优势，扩充碳酸钾产品生产产能。项目拟投资5亿元。公司拟在山东宁阳化工产业园设立全 资子公司山东大洋新材料有限公司(暂定名)，由其作为本次项目的投资主体。 ...

项目一期项目建设以液体氢氧化钾为原料，经二氧化碳碳化结晶、离心分离、煅烧制取轻质碳酸钾的生 产线。建设内容包含碳化车间、煅烧车间、粉碎车间、成品仓库、辅料仓库、动力车间(配电和供水)等 厂房;液体罐区;管廊架;污水站;办公生活用房等。 公告称，本次对外投资建设项目投产后将显著提升公司碳酸钾总产能，丰富产品结构，精准匹配医药、 食品、电子等高端领域差异化需求。 智通财经APP讯，大洋生物(003017.SZ)公告，公司拟与山东亚荣化学股份有限公司签署《氢氧化钾产品 供需战略合作协议》，拟通过全资子公司分期建设年产6万吨氢氧化钾碳化法轻质碳酸钾和3万吨流化床 法重质碳酸钾等新材料项目，利用山东亚荣化学股份有限公司氢氧化钾产业贯通以及园区二氧化碳稳定 供应的配套优势，扩充碳酸钾产品生产产能。项目拟投资5亿元。公司拟在山东宁阳化工产业园设立全 资子公司山东大洋新材料有限公司(暂定名)，由其作为本次项目的投资主体。 ...

Core Viewpoint - Tianfu Communication achieved a net profit attributable to shareholders of 1.465 billion yuan in the first three quarters, representing a year-on-year increase of 50.07% [1] - In Q3 alone, the net profit attributable to shareholders was 566 million yuan, showing a year-on-year growth of 75.67% and remaining stable compared to the previous quarter [1] Financial Performance - The overall performance slightly fell short of expectations, but the company is expected to benefit from the scaling up of 1.6T in the future, along with the gradual expansion of material and production capacity [1] - The cash flow statement indicates that cash received from sales in Q3 exceeded revenue, reflecting a good collection situation [1] Investment and Growth - The company continues to invest in fixed assets and intangible assets at a consistent level of approximately 100 million yuan each quarter, indicating ongoing expansion efforts [1] - The company's profitability remains stable, supported by continuous investment in capacity expansion [1] Valuation and Rating - Considering the industry average valuation and the company's position, a PE ratio of 86.21x is projected for 2025, with a target price adjusted to 250 yuan (previously 286 yuan) [1] - The rating is maintained at "Accumulate" [1]