2025.10. 09 10月9日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 赛力斯：下属子公司与火山引擎签署具身智能业务合作框架协议 赛力斯公告，公司下属子公司重庆凤凰技术有限公司于2025年10月9日与北京火山引擎科技有限公 司签署《具身智能业务合作框架协议》。双方将围绕"面向多模态云边协同的智能机器人决策、控制 与人机增强技术"项目协同攻关，构建"技术研发——场景验证"闭环机制，共筑技术底座与协作基 础。双方聚焦汽车产业生态数智化升级需求，打造"技术+场景"融合新模式。本协议签订对公司本年 度财务状况及经营成果不会产生重大影响。 立中集团：与伟景智能签订机器人战略合作协议 立中集团公告，公司与北京伟景智能科技有限公司签署《机器人战略合作协议》，旨在推动立中集团 由汽车铝合金材料和零部件领域向人形机器人产业延伸，拓展铝合金材料和零部件在新兴行业的应 用。双方将进行业务合作，包括为对方提供高性能铝合金材料和轻量化关键零部件，以及面向智能工 厂的视觉检测和标准化作业解决方案，双方还将联合组建"机器人制造轻量化材料与零部件研发实验 室"。此外，双方还同意 ...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 立中集团公告，公司与北京伟景智能科技有限公司签署《机器人战略合作协议》，旨在推动立中集团由 汽车铝合金材料和零部件领域向人形机器人产业延伸，拓展铝合金材料和零部件在新兴行业的应用。双 方将进行业务合作，包括为对方提供高性能铝合金材料和轻量化关键零部件，以及面向智能工厂的视觉 检测和标准化作业解决方案，双方还将联合组建"机器人制造轻量化材料与零部件研发实验室"。此外， 双方还同意进一步推进股权合作事宜，深化合作关系。此次合作预计对公司2025年度的财务状况和经营 成果不构成重大影响，但未来可能对公司未来年度经营业绩产生正面影响。 药明康德：出售所持有的药明合联3030万股股票 药明康德公告，2025年10月8日，公司通过大宗交易继续出售所持有的药明合联3030万股股票，约占药 明合联当前总股本的2.47%，成交金额约23.46亿港元（不包含手续费等交易费用），占公司最近一期 （2024年度）经审计归属母公司股东净资产的3.67%。2025年度累计出售药明合联股票的投资净收益对 公司2025年度税后净利润的影响约为人民币43.51亿元。 中环环保：控 ...

证券日报网讯宝武镁业10月9日在互动平台回答投资者提问时表示，赛力斯的问界镁合金产品均为公司 提供，单车用量目前已达20Kg以上。未来随着镁大型压铸件如电驱壳体、后地板、门内板等部件上车 以后，单车用镁有望达到50-100kg。 （文章来源：证券日报） ...

安徽鑫铂铝业股份有限公司公告，为子公司鑫铂光伏向招行合肥分行申请的1000万元国内信用证开立提 供最高额连带责任保证，《最高额不可撤销担保书》已签署。截至公告披露日，公司对鑫铂光伏担保余 额达122,901.25万元，对所有子公司担保余额为340,502.87万元，无逾期对外担保。鑫铂光伏信用良好， 近一年及一期财务数据显示其经营正常。公司董事会认为该担保利于子公司融资，风险可控，同意此次 担保安排。 ...

Core Insights - The Henan province is taking significant steps to support the healthy and high-quality development of the private economy, as evidenced by the recent meeting of the provincial leadership group on promoting private economic growth [1] Group 1: Private Enterprise Rankings - The 2025 Henan Top 100 Private Enterprises list was released, showing a continued increase in the scale and operational efficiency of these companies [2] - The total revenue of the top 100 private enterprises reached 15,255.6 billion yuan, a 13.27% increase from the previous year, with total profits rising by 62.18% to 1,005.76 billion yuan [2] - The entry threshold for the top 100 list increased to 32.90 billion yuan, up from 32.74 billion yuan last year [2] Group 2: Notable Companies - Luoyang Luanchuan Molybdenum Group remains the largest private enterprise in Henan, with revenue exceeding 200 billion yuan, setting a new record for the list [2] - New entrants to the top ranks include Yidian Holding Group, which surpassed Henan Shuanghui Investment & Development Co., achieving a revenue of 695.12 billion yuan [3] Group 3: Regional Economic Development - The list reflects a new economic development pattern in Henan, characterized by "provincial capital leadership, multi-regional collaboration, and distinct features" [4] - Zhengzhou leads with 24 companies on the list, accounting for nearly a quarter of the total, with combined revenues of 3,599.34 billion yuan [4] - Other cities like Luoyang, Nanyang, and Xinxiang also contribute significantly to the private economy, showcasing strong regional vitality [4] Group 4: Manufacturing Sector - The manufacturing sector continues to lead, with 15 companies from Henan making it to the top 500 private manufacturing enterprises in China [5] - The non-ferrous metal smelting and rolling processing industry has the highest representation with 21 companies, followed by the chemical raw materials and products manufacturing sector with 8 companies [6] - Companies like Yidian Group, Shuanghui Development, and Yutong Group are not only in the top 100 but also rank among the top 500 private manufacturing enterprises in China [6] Group 5: Policy Support and Economic Growth - As of June, there were 10.94 million private economic entities in Henan, making up 95.9% of all operating entities [7] - The provincial government has implemented a series of supportive policies aimed at enhancing the development environment for private enterprises [8] - Initiatives include reforms to streamline processes for businesses and financial support measures to ensure stable growth for private enterprises [8]

河南日报客户端记者 石可欣 河南日报社财经全媒体中心记者 王鑫 夏晨翔 呵护民营经济，河南又有大动作。 9月30日，省促进民营经济高质量发展工作领导小组全体会议召开，对我省民营经济健康发展、高质量 发展进行安排部署。 会上，省工商联作为省促进民营经济高质量发展工作领导小组成员单位之一，发布了2025河南民营企业 100强榜单，今年的百强榜单上有哪些新变化？哪些企业脱颖而出？哪些行业正在领跑？对此，记者从 多个角度深入分析，探寻榜单背后，河南民营经济发展活力。 民企"老大"营收破两千亿 百强门槛不断提升 今年，省工商联开展了2024年度上规模民营企业调研，企业自愿填报数据参与调研，在此基础上，形成 2025河南民营企业100强榜单。 与去年榜单相比，今年百强民营企业呈现整体规模持续提升、经营效益持续向好、社会贡献持续彰显、 创新活力持续增强、境外业务持续加速等特点。 整体来看，今年百强民营企业2024年度营业收入总额达15255.6亿元，较上年增长13.27%；实现利润合 计1005.76亿元，增长62.18%；纳税总额429.84亿元，增长6.45%；就业总人数为52.75万，增长3.19%； 研发费用总额2 ...

Group 1 - A total of 21 companies have had their IPO review status updated to "suspended (financial report update)" as of September 30 [1] - The companies affected include notable names such as 钶锐锶, 傲拓科技, 上海超导, and 芯密科技, all listed on the 科创板 [1][2] - The industries represented by these companies include general equipment manufacturing, instrument manufacturing, non-ferrous metal smelting, and semiconductor technology [2][3] Group 2 - Specific companies listed with their respective statuses include 广东铜锑镖数控技术, 傲拓科技股份有限公司, and 上海超导科技股份有限公司, all marked as "suspended (financial report update)" [2][3] - The geographical distribution of these companies spans across provinces such as Guangdong, Jiangsu, Shanghai, and Fujian [2][3] - Various underwriting and legal firms are associated with these companies, indicating a diverse range of financial and legal support [2][3]

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals industry [1] Core Insights - The Ministry of Industry and Information Technology and other departments have issued a plan for stable growth in the non-ferrous metals industry, projecting an average annual growth of around 5% in value-added output from 2025 to 2026, with a 1.5% annual growth in the production of ten non-ferrous metals [3] - The report emphasizes the importance of scientifically rational capacity layout to restore profitability in the processing and smelting sector, which will promote the continuous innovation and development of high-end products [3] - The focus on new generation information technology and new energy vehicles will drive breakthroughs in high-quality raw materials and integrated materials, enhancing the overall performance of products in the non-ferrous metals industry [3] Summary by Sections Copper - The report highlights the need for exploration and comprehensive utilization of scrap copper, promoting a scientifically rational layout for copper smelting projects [4] - It emphasizes the importance of resource exploration and efficient utilization to enhance resource security [4] Aluminum - A new round of exploration actions will improve resource security, and the green industry upgrade will support the development of green electricity aluminum and recycled aluminum [4] - The report mentions the construction of digital carbon management centers to promote low-carbon product evaluations [4] Lithium - The profitability of lithium carbonate smelting is expected to recover, with new applications like solid-state batteries likely to boost demand [4] - The report notes that as of September 26, 2025, the domestic operating rate for lithium carbonate is only 49.72%, indicating potential for recovery [4] Tin - The plan aims to strengthen tin resource exploration and utilization, consolidating China's position in the global tin industry [5] - In 2024, China's tin production is projected to be 69,000 tons, accounting for 23% of global production [5] Rare Earths & Tungsten - The development of the recycling industry for rare metals will receive strong policy support, ensuring raw material sources and market order [5] - The report notes that the high-end applications of rare earth materials will focus on humanoid robots and low-altitude economies [5] Investment Recommendations - The report suggests focusing on companies with strong exploration capabilities in copper, such as Zijin Mining, and those optimizing scrap copper utilization like Jintian Copper [6] - For aluminum, high-dividend stocks like China Hongqiao and Zhongfu Industrial are recommended [6] - In lithium, companies involved in solid-state battery layouts such as Ganfeng Lithium and Tianqi Lithium are highlighted [6]

Group 1 - The core viewpoint of the news is that 嘉元科技 (Jia Yuan Technology) has seen a stock price increase of 5.15%, reaching 38.16 yuan per share, with a total market capitalization of 16.265 billion yuan as of September 30 [1] - 嘉元科技 specializes in the research, production, and sales of high-performance electrolytic copper foil, with its main business revenue composition being 83.77% from lithium battery copper foil, 12.64% from other revenues, and 3.58% from standard copper foil [1] Group 2 - 华宝基金 (Huabao Fund) has a significant holding in 嘉元科技, with its 华宝量化选股混合发起式A (017715) fund holding 19,000 shares, accounting for 1.2% of the fund's net value, ranking as the seventh largest holding [2] - The 华宝量化选股混合发起式A fund has achieved a year-to-date return of 25.49% and a one-year return of 39.93%, ranking 3877 out of 8167 and 2911 out of 8010 respectively [2] Group 3 - The fund manager of 华宝量化选股混合发起式A is 徐林明 (Xu Linming), who has a tenure of 16 years and has achieved a best fund return of 98.82% during his management period [3] - The other fund manager, 喻银尤 (Yu Yinyou), has a tenure of 3 years and has achieved a best fund return of 32.22% during his management period [3]

Suspension and Resumption of Trading - Baicheng Co., Ltd. plans to acquire 55% of Shanghai Canxi Engineering Equipment Co., Ltd., resulting in stock suspension [1] - DiAo Micro plans to acquire equity in Rongpai Semiconductor (Shanghai) Co., Ltd., leading to stock suspension [2] Mergers and Acquisitions - Fulian Precision plans to jointly increase capital in its subsidiary Jiangxi Shenghua with CATL, with Fulian investing 1 billion yuan and CATL investing 2.563 billion yuan, resulting in shareholding of 51% for CATL and 47.41% for Fulian [3] - Bohai Automobile intends to purchase 51% of Beijing Beiqi Mould Technology Co., Ltd., 51% of Haina Chuan Andotuo (Langfang) Seat Co., Ltd., 100% of Inafa Intelligent Technology (Beijing) Co., Ltd., and 50% of Langfang Laini Wiring System Co., Ltd. through share issuance and cash payment [4] - Huamao Technology plans to acquire the remaining 57.84% equity of Fuchuang Youyue [5] - Guolin Technology intends to purchase 91.07% of Kailianjie in cash [6] - Jingye Intelligent plans to acquire 51% of Hefei Shengwen for 108 million yuan in cash [7] Share Buybacks - CIMC plans to use 300 million to 500 million yuan of its own funds to repurchase company shares [8] - Hanshuo Technology intends to repurchase shares worth 150 million to 300 million yuan [9] Investment Cooperation and Operational Status - Zhongwei Co., Ltd. signed a strategic cooperation framework agreement with Xiamen Tungsten New Energy to collaborate on key battery material supply chains in emerging fields like robotics [10] - Hubei Energy signed a deepening cooperation agreement with the Xiangyang Municipal Government, investing 26.7 billion yuan [11] - CRRC signed several major contracts from July to September, totaling approximately 54.34 billion yuan [12] - Huayou Cobalt's subsidiary signed a sales contract for 76,000 tons of ternary precursors with LGES [13] - Jiufeng Energy plans to invest up to 3.455 billion yuan in a coal-to-natural gas project in Xinjiang [14] - Shengmei Shanghai reported a total order amount of 9.072 billion yuan as of September 29, 2025, an increase of 34.10% year-on-year [15] - Wharton Technology plans to invest in membrane materials and membrane component capacity enhancement projects [16] - Kangchen Pharmaceutical received a clinical trial notification for KC1036 combined with PD-1 antibody and platinum-based chemotherapy for advanced recurrent or metastatic esophageal squamous cell carcinoma [17] Performance Changes - Yinglian Co., Ltd. expects a net profit of 34.5 million to 37.5 million yuan for the first three quarters, an increase of 1531.13% to 1672.97% year-on-year, driven by improvements in the metal packaging sector [18] - Dalian Heavy Industry anticipates a net profit of 474 million to 508 million yuan for the first three quarters, a year-on-year increase of 19.91% to 28.52%, primarily due to steady revenue growth [19]