证券代码：603218 证券简称：日月股份 公告编号：2026-001 日月重工股份有限公司 名称：日月重工股份有限公司 类型：股份有限公司（上市、自然人投资或控股） 法定代表人：傅明康 经营范围：重型机械配件、金属铸件的制造、加工及相关技术和服务的咨询；自营和代理各类商品和技 术的进出口（不含分销），但国家限定或禁止进出口的商品和技术除外。（依法须经批准的项目，经相 关部门批准后方可开展经营活动） 关于完成工商变更登记 并换发营业执照的公告 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。 日月重工股份有限公司（以下简称"公司"）于2025年10月29日召开第六届董事会第十六次会议，审议通 过了《关于减少注册资本并修订公司章程的议案》。根据公司《2023年限制性股票激励计划》及相关法 律法规的规定，鉴于首次授予的3名激励对象因个人原因已离职，已不符合《2023年限制性股票激励计 划》有关激励对象的规定。上述人员持有的尚未解除限售的限制性股票合计75,000股，由公司进行回购 注销。上述回购注销完成后，公司股份总数由1,030, ...

（记者 曾健辉） 每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 每经AI快讯，广大特材1月4日晚间发布公告称，截至2025年12月31日，公司以集中竞价交易方式累计 回购股份260万股，占公司总股本的比例为0.927%，回购成交的最高价为26.06元/股，最低价为20.96元/ 股，支付的资金总额约为人民币6237万元。 ...

Core Viewpoint - The company announced the redemption of a structured deposit with CITIC Bank, amounting to 130 million yuan, yielding a profit of 496,800 yuan, which will not affect the progress of fundraising investment projects or normal operations [1] Group 1 - The company redeemed a structured deposit of 130 million yuan on December 30, 2025 [1] - The profit from this redemption amounted to 496,800 yuan [1] - The principal and profit have been returned to the company's fundraising account [1] Group 2 - The company will utilize the 130 million yuan of idle fundraising for cash management [1] - This action is stated to have no impact on the progress of fundraising investment projects [1] - The company's normal production and operations remain unaffected by this transaction [1]

Core Viewpoint - The manufacturing Purchasing Managers' Index (PMI) rose to 50.1% in December 2025, indicating a return to the expansion zone after eight months, driven by policy support, increased external demand, and a later Spring Festival in 2026 [2][3]. Group 1: Policy Support and Investment Recovery - Policy measures have effectively promoted investment stabilization, with the central economic work conference emphasizing the need to "promote investment stabilization and stimulate private investment vitality" [2][3]. - The National Development and Reform Commission announced a plan for early 2026 construction projects and a central budget investment plan totaling approximately 295 billion yuan [2][3]. - The production index increased to 51.7% and the new orders index rose to 50.8%, indicating a rebound in production and orders due to fiscal support [3]. Group 2: External Demand and Export Orders - The new export orders index increased by 1.4 percentage points to 49%, reflecting a significant rise in export orders driven by strong external demand [4]. - Global monetary easing and fiscal stimulus have bolstered external demand, with manufacturing PMIs in France and the UK rising to expansion zones, and the US PMI remaining above 52% since August [4]. - Container throughput increased by 7.2% year-on-year in December, indicating a positive trend in export activities [4]. Group 3: Impact of the Spring Festival Timing - The later timing of the 2026 Spring Festival (February 17) resulted in less disruption to December's physical workload compared to previous years [5]. - The production index in December rose by 1.7 percentage points, contrasting with the historical trend of decline in December production indices [5]. Group 4: Price Trends and Inventory Adjustments - The PMI output price index rose by 0.7 percentage points to 48.9%, indicating a recovery in output prices, although they remain in a contraction zone [5]. - The inventory index saw an increase, with procurement volume, raw material inventory, and finished goods inventory rising due to increased production and orders [6]. - Various industries, including electrical machinery and pharmaceuticals, showed signs of inventory replenishment, although the sustainability of this trend requires further data support [6].

Core Insights - The A-share market in 2025 has seen significant stock performance, with the top ten stocks achieving remarkable gains, led by Shangwei New Materials with an increase of 1820.28% [1][2] - Shangwei New Materials has issued a risk warning, stating that its intelligent robot business is still in the product development stage and has not yet achieved mass production or sales, which is expected to have no positive impact on its 2025 performance [1] Group 1: Top Performing Stocks - Shangwei New Materials (688585) has a year-to-date increase of 1820.28%, with a market capitalization of 514 billion and a price-to-book ratio of 38.52 [2] - Tianpu Co., Ltd. (605255) has seen a rise of 1645.35%, with a market capitalization of 292 billion and a price-to-book ratio of 36.23 [2] - Haibo Sichuang (688411) has increased by 1208.72%, with a market capitalization of 450 billion and a price-to-book ratio of 10.05 [2] - ST Yushun (*ST宇顺) has a gain of 719.38%, with a market capitalization of 81.75 billion and a price-to-book ratio of 37.36 [2] - Jiangnan New Materials (603124) has risen by 654.12%, with a market capitalization of 115 billion and a price-to-book ratio of 6.40 [2] - ST Yazhen (*ST亚振) has increased by 636.70%, with a market capitalization of 119 billion and a price-to-book ratio of 50.73 [2] - Shenghong Technology (300476) has seen a rise of 586.02%, with a market capitalization of 2503 billion and a price-to-book ratio of 16.50 [2] - Feiwo Technology (301232) has increased by 581.66%, with a market capitalization of 127 billion and a price-to-book ratio of 8.97 [2] - Filinger (603226) has risen by 568.50%, with a market capitalization of 112 billion and a price-to-book ratio of 12.38 [2] - Ding Tai High-Tech (301377) has increased by 567.15%, with a market capitalization of 570 billion and a price-to-book ratio of 22.88 [2]

（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：在建"钛合金3D打印中试产线建设项目"，进展如何， 建成后有哪些预期？ 宝钛股份（600456.SH）12月31日在投资者互动平台表示，"钛合金3D打印中试产线建设项目"预计2026 年6月达到预定可使用状态，具体情况请查阅公司已披露的相关公告。 ...

（文章来源：每日经济新闻） 悦安新材（688786.SH）12月31日在投资者互动平台表示，尊敬的投资者，您好。公司生产的羰基铁粉 可应用于制造电感等电子元器件，相关部件广泛适配各类电子设备领域。关于该产品在磁悬浮列车领域 的具体应用场景，公司目前暂未掌握直接信息。感谢您的关注。 每经AI快讯，有投资者在投资者互动平台提问：羰基铁粉是否有应用于磁悬浮列车呢？ ...

12月31日，赛福天涨1.46%，截至发稿，报9.03元/股，成交2.42亿元，换手率9.69%，总市值25.92亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 鹏华智投数字经济混合A（020086）成立日期2024年5月17日，最新规模3978.57万。今年以来收益 45.88%，同类排名1521/8085；近一年收益40.11%，同类排名1817/8085；成立以来收益87.57%。 鹏华智投数字经济混合A（020086）基金经理为苏俊杰。 截至发稿，苏俊杰累计任职时间7年337天，现任基金资产总规模249.24亿元，任职期间最佳基金回报 86.7%， 任职期间最差基金回报-21.6%。 资料显示，江苏赛福天集团股份有限公司位于江苏省无锡市锡山区芙蓉中三路151号，成立日期2005年6 月23日，上市日期2016年3月31日，公司主营业务涉及特种钢丝绳与索具的研发、生产和销售。主营业 务收入构成为：光伏电池片71.21%，钢丝绳及索具28 ...

据天眼查APP显示，山东大业股份有限公司成立于2003年11月24日，注册资本34175.9392万人民币。 （数据宝） 数据宝统计，截至11:24，大业股份成交额15.20亿元，创上市以来新高。最新股价下跌6.71%，换手率 28.52%。上一交易日该股全天成交额为4.06亿元。 （文章来源：证券时报网） ...

分红方面，鼎泰高科A股上市后累计派现4.51亿元。 机构持仓方面，截止2025年9月30日，鼎泰高科十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股388.14万股，相比上期增加274.42万股。财通价值动量混合A（720001）位居第四大流通 股东，持股260.59万股，为新进股东。财通成长优选混合A（001480）位居第五大流通股东，持股 257.83万股，为新进股东。财通集成电路产业股票A（006502）位居第六大流通股东，持股96.72万股， 为新进股东。汇安成长优选混合A（005550）位居第七大流通股东，持股67.33万股，为新进股东。南方 中证1000ETF（512100）位居第八大流通股东，持股56.18万股，相比上期减少7700.00股。 资料显示，广东鼎泰高科技术股份有限公司位于广东省东莞市厚街镇寮厦竹园路39号1号楼201室,香港 铜锣湾勿地臣街1号时代广场2座31楼，成立日期2013年8月8日，上市日期2022年11月22日，公司主营业 务涉及专业为PCB、数控精密机件等领域的企业提供工具、材料、装备的一体化解决方案,具有自主研 发和创新能力的高新技术企业。主营业务收入构 ...