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 （记者 曾健辉） 每经AI快讯，京泉华1月27日晚间发布公告称，公司第五届第五次董事会会议于2026年1月27日在公司 会议室以现场结合通讯的方式召开。会议审议了《关于部分募投项目结项并将节余募集资金永久补充流 动资金及部分募投项目延期的议案》等文件。 ...

#铜陵有色厄瓜多尔工程延期#【铜陵有色：米拉多铜矿二期工程延期 预计将对公司2026年的经营业绩 产生一定影响】铜陵有色公告称，控股子公司中铁建铜冠投资有限公司的米拉多铜矿二期工程预计将延 期。该工程原计划于2025年6月建成，2025年7月至12月进行试生产，2026年初正式投产。然而，由于厄 瓜多尔政治局势波动，人事变动频繁，导致《采矿合同》签署进度受影响，正式投产工作需待《采矿合 同》签署后方可实施。目前，米拉多铜矿二期工程正式投产时间尚不确定，预计将对公司2026年的经营 业绩产生一定影响。（智通财经） 证券代码:000630 证券简称:铜陵有色 公告编号:2026-001 铜陵有色金属集团股份有限公司 (一)项目建设情况 2022年,中铁建铜冠着手规划厄瓜多尔米拉多铜矿二期工程(以下简称"米 拉多铜矿二期工程")建设,依据其可行性研究报告计划安排,米拉多铜矿二期 工程 2025年 6 月建成:2025年 7-12 月,进行试生产作业:2026年初正式投产。 按照规划,米拉多铜矿二期工程于 2023年8月启动主体工程建设,2025年5 月基本建成,用时 22个月,在国外同类工程中建设效率较高;项目于 ...

公司公告汇总 截至2025年12月26日收盘，山东出版（601019）报收于8.6元，较上周的8.77元下跌1.94%。本周，山东 出版12月25日盘中最高价报8.84元。12月24日盘中最低价报8.45元。山东出版当前最新总市值180.31亿 元，在出版板块市值排名4/29，在两市A股市值排名1078/5181。 本周关注点 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 山东出版于2025年12月30日召开第四届董事会第三十九次（临时）会议，应出席董事7名，实际出席6 名，董事长刘文强书面授权郭海涛代为表决。会议审议通过《关于公司2024年度高质量发展绩效考核情 况的议案》《关于公司2025年度经营管理层高质量发展经济效益基础指标目标值的议案》《关于公司高 级管理人员2024年度薪酬方案的议案》《关于公司部分募投项目延期的议案》及《关于公司部分内设机 构更名的议案》，所有议案均获全票通过。 来自公司公告汇总：山东出版部分募投项目延期至2026年7月和9月。 来自公司公告汇总：董事会审议通过高级管理人员2024年度薪酬方案。 来自 ...

彩蝶实业公告称，公司于2025年12月24日召开董事会，同意将"年产62,000吨高档功能性绿色环保纺织 面料技改搬迁项目"延期至2026年3月底。该项目总投资额5.83亿元，募集资金投资额4.96亿元。截至 2025年11月30日，已投入募集资金5.01亿元，占承诺投入的100.95%，超出部分为现金管理收益或利息 所得。此次延期是因染整第四车间改建受客观因素影响，基建延后致后续环节顺延。延期未改变实施主 体、用途及规模，对项目推进和公司经营无重大不利影响。 ...

Core Viewpoint - The company announced a delay in the "Annual Production of 60,000 Tons of Energy-Level Titanium (Alloy) Material Full Industry Chain Project," extending the expected operational status from 2025 to 2026 due to design adjustments and long supply cycles for customized equipment [1] Group 1: Project Details - The total investment for the project is 7.2 billion yuan, with 1.704 billion yuan planned to be raised from fundraising [1] - As of November 30, 2025, the company has utilized 895 million yuan of the raised funds, leaving 795 million yuan unspent [1] - The delay is attributed to adjustments in design plans and equipment selection, but it is stated that this will not have a substantial adverse impact on project implementation or the company's operations [1]

聚合顺12月11日公告，拟将募投项目"年产8万吨尼龙新材料(尼龙66)项目"建设完成期由2025年12月延长至2026年12月。 对于延期的原因，公告称，因公司与参股股东前期就相关合作事项的协商，以及参股股东出资的内部审批用时较长，减缓了项目 的建设和资金使用进度。此外，2024年以来，项目的上游己二腈等关键原材料的本土化产能逐渐释放，公司对上游产业进行审慎 评估，适当放缓了建设进度，以保证项目投产时获得稳定且具有成本优势的原材料配套，且原材料方案能更好地匹配下游市场对 尼龙66材料的高端化、差异化需要。 聚合顺表示，本次延期有利于项目在新股权结构下稳健推进。预计2026年6月30日前，年产8万吨尼龙新材料(尼龙66)项目可进行 投料试生产，该项目达到预定可使用状态的时间延至2026年12月。 往期回顾 两个大型氢能项目有重大变化！ 化工巨头又关停一项业务！ 这个化工园区扩区获批！ 全球LNG供应行将过剩 ...

Core Points - The company announced that it raised a total of 338 million yuan from the "Heshun Convertible Bonds," with a net amount of 332 million yuan [1] - As of 2025, the company has invested 188 million yuan, accounting for 56.73% of the total funds raised [1] - The company plans to postpone the "Annual Production of 80,000 Tons of Nylon New Materials (Nylon 66) Project" to December 2026, originally expected to be completed by December 2025 [1] - The delay is attributed to lengthy negotiations with shareholders and approval processes, as well as a slowdown in construction due to upstream industry assessments [1] - After re-evaluation, the necessity and feasibility of the project remain unchanged, and the expected returns are not significantly impacted [1] - The company anticipates completing the remaining fundraising by 2026 and will implement measures to ensure the project is completed on schedule [1] - The postponement has been approved by the board of directors, and the sponsoring institution has agreed to the changes [1]

Group 1 - The core point of the article is that Xingfa Group plans to acquire a 50% stake in Qiaogou Mining for 855 million RMB, which will enhance its phosphate resource security and accelerate the development of the Qiaogou phosphate mine [2][4] - The acquisition comes with a significant valuation premium of 5103%, with the intangible assets' value increasing from 0 to 1.86 billion RMB, raising concerns about the underlying risks due to the lack of operational progress over the past 20 years [4][6] - The company has previously made two high-premium acquisitions from its major shareholder, totaling nearly 600 million RMB, which resulted in goodwill impairments of 120 million RMB and 230 million RMB in subsequent years [2][8] Group 2 - Xingfa Group's core business includes the mining, production, and sales of phosphate rock, silicon ore, and related chemical products, indicating its involvement in the chemical and new energy lithium battery materials sectors [4] - The company has faced delays in key projects, with the completion dates for core fundraising projects pushed back from September 2024 to September 2026, contributing to declining net profits and rising debt levels [3][10] - The lack of performance commitments or compensation agreements in the current acquisition raises further concerns about potential risks following the transaction [7]

Meeting Details - The board meeting of Guizhou Hongxing Development Co., Ltd. was convened on August 21, 2025, with all 7 directors present, chaired by Chairman Zhang Haijun [1] - The meeting was conducted in accordance with the Company Law and the company's articles of association [1] Financial Report - The board approved the 2025 semi-annual report, confirming no violations of insider trading regulations during its preparation [1] - As of June 30, 2025, the profit available for distribution to shareholders is based on the total share capital as of the equity distribution registration date [2] Profit Distribution - The company plans to distribute a cash dividend of 0.30 yuan (after tax) for every 10 shares, representing 13.05% of the net profit attributable to shareholders for the first half of 2025 [2] - No capital reserve fund will be converted into share capital during this distribution [2] Fund Management - The management and use of raised funds comply with relevant regulations, with no violations reported during the reporting period [3] - A special report on the management and use of raised funds was approved, confirming its authenticity and completeness [3] Project Updates - The completion date for the "Chongqing Ruide Sida New Material Project" has been extended from August 27, 2025, to February 28, 2026, without changing the project implementation subject or total investment [4] - The company aims to enhance its governance structure and protect investor rights by revising relevant management systems [4]

Core Viewpoint - The company intends to temporarily use part of the idle raised funds to supplement working capital, ensuring that this does not affect the normal progress of its investment projects and complies with regulatory requirements [1][5][6]. Fundraising Basic Situation - The company was approved to issue convertible bonds totaling RMB 1,450 million, with a net amount of RMB 1,447 million after expenses [1]. - The funds are stored in a dedicated account with regulatory agreements in place [1]. Previous Fund Usage and Return - The company previously used RMB 768 million of idle funds to supplement working capital, which was fully returned to the dedicated account by August 6, 2025 [2]. Investment Project Changes - The original investment project was changed from "Annual production of 80,000 tons of small diameter thin-walled efficient heat dissipation copper tubes" to "Annual production of 80,000 tons of precision copper tubes in Thailand" [2]. - The timeline for the "Annual production of 70,000 tons of precision copper alloy bar project" has been extended by 24 months to March 2026 [2]. Current Fund Usage Plan - The company plans to use RMB 600 million of idle convertible bond funds to temporarily supplement working capital for a period not exceeding 12 months [4]. - This usage is strictly for operations related to the company's main business and will not be used for securities investments or other high-risk activities [5]. Approval and Compliance - The plan to use idle funds was approved in the board and supervisory meetings held on August 11, 2025, and complies with relevant regulatory requirements [5][6]. - The sponsor institution has confirmed that the plan will enhance fund efficiency without affecting the investment projects or shareholder interests [5].