天原股份（002386）(002386.SZ)发布公告，为积极顺应行业绿色化、高端化转型趋势，抢抓氯化法加 快发展的战略机遇，公司全资子公司宜宾天原海丰和泰有限公司(简称"海丰和泰")拟在公司预留场地实 施产能扩建，新建年产10万吨氯化法钛白粉项目。项目总投资14.83亿元。 ...

南方财经12月30日电，北摩高科(002985.SZ)近日披露2025年度向特定对象发行A股股票预案，拟向不超 过35名特定投资者发行不超过9,955.61万股股份，占发行前总股本的30%，募集资金总额不超过19.70亿 元。资金将用于四大方向，其中起降系统产能扩建项目拟投入8.88亿元，民航产品产业化项目3.04亿 元，民航大飞机适航保障能力提升项目1.88亿元，补充流动资金5.90亿元。 财务数据方面，公司2025年1–9月归属于母公司所有者的净利润1.28亿元，扣非后为1.26亿元；2022年至 2025年1–9月毛利率持续波动，分别为67.20%、59.78%、52.83%和48.85%。2025年9月末，公司应收账 款净额14.68亿元，存货净额10.02亿元。分红方面，最近三年公司累计现金分红1.14亿元，占最近三年 年均归母净利润的62.37%。 公司2020年IPO募集资金净额为7.74亿元。截至2025年11月30日，已累计投入7.69亿元。部分原募投项 目根据市场变化进行了调整：高速列车制动闸片产业化项目因市场竞争激烈、利润空间受压而终止；飞 机机轮产能扩张等项目通过优化方案产生节余资金， ...

春风动力公告，公司全资子公司极核智能装备近日成功以人民币786万元和170万元竞得桐乡市崇福镇两 块国有土地使用权，编号分别为2025-75和2025-59。该两块地的用途为三类工业用地，使用期限为50 年。此次土地购买旨在用于燃油两轮车及电动两轮车的产能扩建，与公司战略高度协同，有助于提升产 能、优化产品结构，增强市场竞争力与盈利能力，并有效分散经营风险，为公司长期稳健发展奠定基 础。公司将根据法律法规要求，及时履行信息披露义务。 ...

科德数控回复称，公司银川新厂区已经部分投入使用，沈阳厂区也已主体完工并开展内部装修工作。这 些项目的顺利推进，将为公司后续发展提供坚实的产能保障。 格隆汇12月17日｜有投资者在互动平台向科德数控公司提问：当前公司营收停滞不前，已进入发展瓶颈 期。大飞机业务离量产贡献利润还遥遥无期，现有产能不足，产能扩建要到2028年才能实现翻倍，严重 拖后公司发展。在这种情况下，2026年的业绩如何保障？难道净利润还要继续下滑吗？ ...

Core Viewpoint - The company plans to invest up to 1.5 billion yuan in the expansion of the Shuikou Industrial Park project in Huizhou, Guangdong Province, to enhance its production capacity and meet growing business demands [1] Group 1: Investment Details - The total investment for the project will not exceed 1.5 billion yuan, funded by the company's own resources [1] - The project includes the construction of new factories and supporting facilities, acquisition of fixed assets, and provision of working capital [1] - The construction period for the project is expected to be 2 years [1] Group 2: Project Focus - The new facility will focus on the research, production, and sales of high-performance communication cables, including products for high-speed communication, automotive intelligent industrial lines, and industrial robot cables [1] - The project will also involve the production of high polymer foaming materials [1] Group 3: Strategic Importance - The expansion aims to address the company's increasing business needs and to proactively plan overall production capacity [1] - The investment is expected to effectively enhance the company's overall capacity reserves and delivery capabilities, reducing operational risks associated with insufficient capacity [1]

Core Viewpoint - Bohui Paper (600966.SH) announced plans to adjust its raw material product structure and enhance product diversification by launching a new project to produce 320,000 tons of chemical pulp annually, expanding from an existing capacity of 95,000 tons [1] Group 1: Project Details - The project involves the renovation and expansion of the existing chemical wood pulp production line, increasing capacity from 95,000 tons to 320,000 tons [1] - The total investment for the project is approximately 1.7 billion yuan [1] Group 2: Strategic Considerations - The company has taken into account its own financial accumulation, technical capabilities, and market environment when planning the investment [1] - The project aims to utilize existing outdated production capacity, leveraging the company's technological and experiential advantages [1] Group 3: Expected Outcomes - Upon completion, the project is expected to significantly increase the company's self-supply ratio of raw materials, reduce production costs, and enhance the company's core competitiveness and influence in the market [1]

Core Viewpoint - Bohui Paper Industry (600966.SH) announced plans to expand its production capacity by constructing a new chemical pulp project with an annual output of 320,000 tons, aiming to diversify raw materials and products [1] Group 1: Project Details - The project will be built on the existing production lines, expanding from the current annual capacity of 95,000 tons of chemical wood pulp to 320,000 tons [1] - The total investment for the project is approximately 1.7 billion yuan [1] Group 2: Strategic Considerations - The company has taken into account its own financial accumulation, technical capabilities, and market environment when planning the investment [1] - The project will utilize existing outdated production capacity, leveraging the company's technological and experiential advantages [1] Group 3: Expected Outcomes - Upon completion, the project is expected to significantly increase the company's self-supply ratio of raw materials, reduce production costs, and enhance core competitiveness and influence in the market [1]

Core Viewpoint - The company is expanding its production capacity by investing in a new manufacturing base for functional oral care products in Jiangsu Province, aiming to enhance operational efficiency and product quality while integrating smart manufacturing technologies [2][4]. Group 1: Project Details - The total investment for the expansion project is estimated at 68.85 million yuan, with construction costs accounting for 45.39 million yuan and equipment and software purchases at 23.46 million yuan [3]. - The project will involve the construction of a six-story factory building with a total area of 22,749 square meters, including a toothpaste production workshop of 18,199 square meters and a hotel slipper production workshop of 4,550 square meters [2][3]. - The construction period is expected to last 14 months, with equipment purchases and capacity integration implemented in phases based on market conditions [3]. Group 2: Business Overview - The company operates in two main sectors: daily chemicals and pharmaceuticals, focusing on the "big consumption, big health" industry [3]. - The daily chemicals segment includes the development, production, and sales of oral care products, personal care items, and hotel supplies, with key brands such as Two-Mouth Needle and Mu Lan Ze [3]. - The pharmaceutical segment produces and sells various medications, including capsules and raw materials, managed by Yikang Pharmaceutical [3]. Group 3: Financial Performance - The Jiangsu company has shown stable operational performance, with projected revenues of 761 million yuan for 2024 and 437 million yuan for the first half of 2025, alongside net profits of 11.95 million yuan and 6.44 million yuan, respectively [3]. - The company has identified a growing need for capacity support and equipment efficiency improvements due to increasing market orders, which has impacted order fulfillment and limited sustainable growth [3][4]. Group 4: Strategic Implications - The project aims to overcome existing capacity bottlenecks by introducing advanced equipment and optimizing production processes, thereby enhancing automation and production efficiency [4]. - The establishment of a hotel slipper production line will reduce reliance on external suppliers and improve product offerings, thereby strengthening market share [4]. - The new facility is expected to provide better conditions for research and innovation, facilitating the iterative upgrade of herbal functional products to meet diverse market demands [4].

Group 1: Profit Growth Expectations - The main profit growth channels for 2026 are expected to be: 1) Innovation and expansion of small variety polyether amine applications to enhance capacity utilization; 2) The completion of the 35,000 tons/year alkyl glycoside expansion project, which could generate an additional revenue of 200-400 million CNY annually; 3) Overall revenue increase if the chemical industry fully recovers next year [2][3]. Group 2: Production Capacity and Sales - The new 35,000 tons/year alkyl glycoside project is expected to be completed by the end of this year, with a trial production announcement to follow; this project will take about 1-2 years to achieve a revenue increase of 200-400 million CNY annually [2][3]. - The new alkyl glycoside production capacity will primarily serve the daily chemical, pesticide, firefighting, and industrial cleaning sectors [3]. Group 3: Financial Management - The company has invested nearly 800 million CNY in financial products, all classified as R2 risk level, with returns exceeding expected annual yields [3]. - The company adheres to principles of standardized operations, risk prevention, cautious investment, and value preservation in its financial activities [3]. Group 4: Mergers and Acquisitions Strategy - The company maintains a consistent philosophy of growth and is actively pursuing mergers and acquisitions, focusing on fine chemical enterprises, bio-manufacturing companies, and electronic chemical production firms; strategic partnerships with promising industry newcomers are also considered [3].

Group 1 - The company is currently in the preparation stage for production at the new factory in Yinchuan, Ningxia, which has been relocated [2] - The Shenyang factory has completed the main construction and has begun internal decoration [2]