南财智讯1月29日电，欧莱新材发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-3300万元至-4800万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-2900万 元至-4200万元。本期业绩变化的主要原因：（一）受主要原材料价格大幅上涨，以及合肥、乳源等地 募投项目产能仍处于爬坡阶段的影响，公司材料成本、固定资产折旧及人工费用均有增加，主营业务毛 利率较去年同期有所下降。同时，随着合肥、乳源等地募投项目陆续投产，人工费用、办公费用、新产 品开发研发投入增加等影响，公司期间费用较上年同期增加。（二）为规避原材料价格波动风险，公司 开展了期货套期保值业务。报告期末，部分原材料价格出现较大幅度上涨，导致公司相关期货套保业务 产生投资损失及公允价值变动损失，对本期业绩构成一定影响。 ...

碳酸锂期货日报 行业 日期 2026 年 1 月 29 日 研究员：张平 021-60635734 zhangping@ccb.ccbfutures.com 期货从业资格号：F3015713 021-60635729 yufeifei@ccb.ccbfutures.com 期货从业资格号：F3025190 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 有色金属研究团队 研究员：余菲菲 研究员：彭婧霖 请阅读正文后的声明 数据来源：Wind，建信期货研究发展部 图1：碳酸锂现货价及价差 图2：碳酸锂期货持仓量成交量 数据来源：Wind，建信期货研究发展部 碳酸锂期货价格高开低走，早盘主力最高涨破 18 万，但随后减仓下行。日内钢联 现货晚盘报价 17 万，较昨日跌 750 元/吨，跌幅明显小于盘面，其现货对盘面升 水扩大，现货表现抗跌，下游材料厂则在价格相对低位采购意愿增强，主要以刚 需采购和为二月备货为主。澳矿跌 100，云母矿跌 10，三元材料报价持平，铁锂 跌 50-100，产业链小幅跟跌。当前碳酸锂期货受窗口指导影响价格上行受阻 ...

Core Insights - The training program aims to enhance the role of the futures market in supporting the real economy and local economic development, focusing on optimizing the environment for enterprises to participate in the futures market [1][3]. Group 1: Training Program Overview - The training was organized by Zhengzhou Commodity Exchange (ZCE) in collaboration with various local government and financial institutions, attended by over a hundred participants from local government departments and enterprises [1]. - The curriculum was tailored to the industrial characteristics of Liuzhou, covering topics such as the functions of the futures market, case studies, regulatory audits, and financial taxation [1]. Group 2: Expert Insights - Professor Li Qiang from Northeast Finance University discussed the new characteristics of the futures market during high-quality development, emphasizing the importance of using derivatives for risk hedging [2]. - Liu Dewei, General Manager of Xiamen International Trade, highlighted the necessity of hedging in the context of increasing geopolitical uncertainties and commodity price volatility, stating that futures can help reduce costs and enhance operational stability [2]. Group 3: Government and Institutional Support - Officials from the Liuzhou government and Guangxi Financial Office expressed the importance of the futures market in stabilizing the economy, particularly in relation to the local industrial and agricultural sectors [3]. - The Guangxi region is positioned as a significant hub for commodity trading, with potential for further development in futures market integration [3]. Group 4: Market Development and Future Prospects - ZCE's Vice President Wang Xiaoming reported on the continuous growth of the futures market's scale and capabilities, specifically mentioning the establishment of delivery points for various commodities in Guangxi [4]. - The training participants expressed that the program met their practical needs and enhanced their understanding of utilizing futures tools to support enterprises [4].

Trading Information - As of January 27, 2026, Qibin Group (601636) closed at 6.94 yuan, up 0.14%, with a turnover rate of 1.48%, trading volume of 437,100 shares, and a transaction amount of 302 million yuan [1] - On January 27, the net outflow of main funds was 9.67 million yuan, accounting for 3.2% of the total transaction amount; net inflow of retail funds was 22.87 million yuan, accounting for 7.57% of the total transaction amount; net outflow of individual investors was 13.20 million yuan, accounting for 4.37% of the total transaction amount [1][4] Company Announcements - On January 27, 2026, Qibin Group's sixth board of directors held a meeting and approved the proposal to continue conducting futures hedging business, with a maximum contract value not exceeding 500 million yuan and a maximum margin and premium of 57 million yuan [1][2][4] - The company will continue to engage in futures hedging to lock in raw material procurement costs and inventory selling prices, mitigating risks from price fluctuations of soda ash, silver, tin, and platinum [1][2] Financial Management - Qibin Group has utilized idle self-owned funds for entrusted wealth management, with an investment amount of 1.18 billion yuan across 12 bank wealth management products, with terms ranging from 25 to 52 days [2] - As of January 27, 2026, the total entrusted wealth management amount in the last twelve months was 9.048 billion yuan, with 7.868 billion yuan recovered, leaving an outstanding principal balance of 1.18 billion yuan [2] Hedging Management System - Qibin Group has established a hedging management system, focusing on avoiding risks from price fluctuations of raw materials and finished products, specifically for soda ash, silver, tin, platinum, and glass [3] - The system prohibits speculative trading, mandates the use of self-owned funds, and requires board or shareholder approval for hedging activities [3]

证券日报网讯 1月27日，旗滨集团发布公告称，公司继续开展纯碱、白银、锡、铂金期货套期保值业 务，授权期限12个月，最高持仓合约金额不超过人民币5亿元，预计动用保证金及权利金上限5，700万 元，资金来源为自有资金，旨在锁定成本、对冲价格波动风险。 （文章来源：证券日报） ...

（记者 王瀚黎） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，旗滨集团1月27日晚间发布公告称，公司第六届第十次董事会会议于2026年1月27日以通 讯方式召开。会议审议了《关于继续开展期货套期保值业务的议案》等文件。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每日经济新闻 ...

证券代码：600096 证券简称：云天化 公告编号：临2026-004 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： (一)股东会类型和届次 2026年第一次临时股东会 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2026年2月11日9:00 云南云天化股份有限公司 召开地点：公司总部会议室 (五)网络投票的系统、起止日期和投票时间 上海证券交易所股东会网络投票系统 网络投票起止时间：自2026年2月11日 至2026年2月11日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定 ...

Group 1 - The company held its 9th meeting of the 10th Board of Directors on January 26, 2026, with all 9 directors present, and the meeting was conducted in compliance with relevant laws and regulations [5][3][4] - The company plans to undertake 87 capital expenditure projects in 2026, with an estimated total amount of 186.61 million yuan, including various construction and research projects [6] - The company approved a futures hedging operation plan for 2026, with a maximum opening guarantee amount of 231.5 million yuan, aimed at reducing product price volatility risks [10][37] Group 2 - The company intends to use up to 1 billion yuan of temporarily idle self-owned funds for cash management, with a limit of 300 million yuan for low-risk financial products [25][26] - The cash management plan was approved by the Board of Directors and does not require shareholder approval, ensuring that it will not affect the company's normal operational funds [29][11] - The company will conduct futures hedging transactions primarily in domestic futures exchanges to manage risks associated with price fluctuations of aluminum and alumina [37][38]

Group 1 - The company held its 27th meeting of the 10th Board of Directors on January 26, 2026, where all 11 directors participated and voted, confirming the legality and validity of the meeting [2][3]. - The Board approved the proposal for the estimated guarantee limit for 2026, with a total of RMB 736,245 million allocated for various subsidiaries and joint ventures [3][11]. - The Board also approved the proposal for conducting futures hedging transactions for 2026, with a maximum margin of RMB 50,000 million to manage price risks associated with the company's operations [5][31]. Group 2 - The company plans to provide guarantees not exceeding RMB 736,245 million for its subsidiaries and joint ventures, with specific allocations based on their debt ratios [11][12]. - The company aims to mitigate operational risks through futures hedging, which is essential for stabilizing its production and trade activities amid price fluctuations [32][36]. - The company has established a management system for futures hedging to ensure effective risk control and compliance with relevant regulations [36][39]. Group 3 - The company will convene its first extraordinary shareholders' meeting of 2026 on February 11, 2026, to discuss the approved proposals from the Board [46][48]. - The meeting will allow shareholders to vote both in person and online, ensuring broad participation [48][60]. - The company has confirmed that there are no undisclosed significant matters that could affect its stock price, attributing recent price fluctuations to market conditions for its main products, silver and tin [73][74].

Group 1 - The company held its eighth (temporary) meeting of the tenth board of directors on January 26, 2026, with all nine directors participating in the vote, complying with relevant laws and regulations [2] - The board approved the proposal regarding the company's 2026 annual routine related party transactions with 7 votes in favor, 0 against, and 0 abstentions [2][3] - The proposal on the company's and its subsidiaries' futures hedging business was also approved with 9 votes in favor, 0 against, and 0 abstentions [6][7] Group 2 - The company plans to continue using futures and options tools for hedging methanol and urea products in 2026 to mitigate price fluctuations [7][25] - The maximum contract value held on any trading day is expected to not exceed 80 million yuan [26] - The hedging business will be conducted using the company's own funds and will not involve raised funds [27] Group 3 - The company will hold its first temporary shareholders' meeting of 2026 on February 11, 2026, at 9:00 AM at the company headquarters [42] - The voting method for the shareholders' meeting will combine on-site and online voting [42] - The related party, Yunnan Yuntianhua Group Co., Ltd., will abstain from voting on the related party transaction proposal [13][42]