12月25日至30日，久立特材（002318）密集接待中信证券、南方基金、易方达基金等合计17家机构调 研。调研过程中，公司就机构重点关注的市场开拓进展、主营业务布局及未来发展战略规划等核心议题 与调研机构展开深度沟通与专业交流。近来久立特材密集接受机构调研，显示资本市场对公司业务发展 潜力及行业赛道景气度的高度关注与认可，也反映出市场对公司长期投资价值的积极预期。 合金材料业务领域，公司控股子公司凭借覆盖冶炼、锻造、热加工至冷加工的全流程生产管控体系，以 及产品在高精度、高强度、耐高温高压及耐腐蚀等方面的卓越性能，成功匹配油气、核电、航空等高端 行业的严苛要求。久立特材将持续支持其产能爬坡，并助力其开拓新市场、巩固客户关系，推动其实现 业务转型升级。 油井管业务方面，久立特材通过积极开发新客户、探索新应用场景，并深化与关键客户的合作及材料认 证工作，有效提升了相关生产线的产能利用率和产品销量。展望未来，公司将继续聚焦国际市场，加大 渠道拓展力度，致力于提升该类产品的全球市场份额。 作为全国工业用不锈钢管领域的标杆企业，久立特材产品矩阵丰富，涵盖DSS/SDSS、CRA-OCTG、 HRB/MLP/WOL、S ...

据天眼查APP显示，杭州华光焊接新材料股份有限公司成立于1997年11月19日，注册资本9008.552万人 民币。（数据宝） 12月30日华光新材大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 4.50 | 225.00 | 50.00 | -9.32 | 德邦证券股份有限公司北 | 财通证券股份有限公司宁 | | | | | | 京朝阳北路证券营业部 | 波环城北路证券营业部 | （文章来源：证券时报网） 华光新材12月30日大宗交易平台出现一笔成交，成交量4.50万股，成交金额225.00万元，大宗交易成交 价为50.00元，相对今日收盘价折价9.32%。该笔交易的买方营业部为德邦证券股份有限公司北京朝阳北 路证券营业部，卖方营业部为财通证券股份有限公司宁波环城北路证券营业部。 进一步统计，近3个月内该股累计发生17笔大宗交易，合计成交金额为4432.31万元。 证 ...

就本次捐赠收到的8500万元，法尔胜作为资本公积入账，而本次捐赠涉及的税费，由泓昇集团依法承 担。 而法尔胜2025年三季报显示，公司前三季度实现营收2.05亿元，同比下降24.06%，归母净利润亏损 2276.54万元，同比减亏44.95%；截至9月末，公司总资产为9.86亿元，同比下降5.73%，归母净资产 为-554.31万元，同比下降132.19%，已然资不抵债。 据《资产捐赠协议》，法尔胜与泓昇集团一致同意，本次捐赠为无偿捐赠，对法尔胜不附带任何条件和 义务，不影响泓昇集团依据法尔胜现行有效的公司章程享受相应的股东权利及履行股东义务，不增加泓 昇集团的股东权利，亦不减损泓昇集团的股东义务。 对此，法尔胜表示，本次无偿受赠现金资产是控股股东为支持公司持续健康有序发展而作出的单方面、 不附任何条件、不可变更、不可撤销的行为，符合公司及全体股东的利益。公司受赠现金资产有利于增 强公司流动性，改善公司资产结构。截至公告发出时，公司本次受赠现金8500万元已全部到账，本次无 偿接受资产捐赠事项预计将对公司的财务状况产生一定积极影响。 法尔胜表示，根据相关规定，公司无偿接受现金资产捐赠事项构成关联交易，属于有关 ...

证券日报网讯12月30日，中钢天源（002057）在互动平台回答投资者提问时表示，公司四氧化三锰产品 可用于锰酸锂、磷酸铁锰锂等电池材料中，是锰基正极产业链中重要的上游材料。 ...

Group 1 - The company is actively managing the risk of rising raw material prices through a coordinated mechanism involving supply, production, sales, and finance [1] - The company is implementing hedging strategies to mitigate the impact of raw material price fluctuations [1] - The company has developed welding materials and technologies to meet the intelligent, green, and material-saving demands of downstream customers in response to rising raw material costs [1]

兴合先进制造混合发起式A（018876）基金经理为梁辰星。 截至发稿，梁辰星累计任职时间2年146天，现任基金资产总规模1.66亿元，任职期间最佳基金回报 95.27%， 任职期间最差基金回报19.38%。 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。 资料显示，江苏图南合金股份有限公司位于江苏省丹阳市凤林大道9号，成立日期1991年5月28日，上市 日期2020年7月23日，公司主营业务涉及高温合金、特种不锈钢等高性能合金材料及其制品的研发、生 产和销售。主营业务收入构成为：变形高温合金46.24%，铸造高温合金28.17%，其他合金制品 10.63%，其他业务收入8.31%，特种不锈钢5.23%，中小零部件1.42%。 从基金十大重仓股角度 数据显示，兴合基金旗下1只基金重仓图南股份。兴合先进制造混合发起式A（018876）三季度持有股 数7万股，占基金净值比例为2.29%，位居第六大重仓股。根据测算，今日浮亏损失约3.36万元。 兴合先进制造混合发起式A（0188 ...

Group 1 - The core viewpoint of the news is that Yaxing Anchor Chain has shown a mixed performance in terms of financing and stockholder dynamics, with notable changes in both financing and stockholder numbers [1][2]. Group 2 - As of December 29, Yaxing Anchor Chain's stock price increased by 0.39%, with a trading volume of 254 million yuan. The financing buy-in amount for the day was 21.59 million yuan, while the financing repayment was 25.29 million yuan, resulting in a net financing buy of -3.70 million yuan [1]. - The total balance of margin trading for Yaxing Anchor Chain reached 372 million yuan, with the financing balance accounting for 3.73% of the circulating market value, indicating a high level compared to the past year [1]. - On the short-selling side, Yaxing Anchor Chain had a short-selling repayment of 20,000 shares and a short-selling amount of 200 shares, with a total short-selling balance of 134,580 yuan, which is below the 10% percentile level over the past year [1]. Group 3 - As of September 30, the number of shareholders for Yaxing Anchor Chain was 114,300, a decrease of 1.72% from the previous period, while the average circulating shares per person increased by 1.75% to 8,394 shares [2]. - For the period from January to September 2025, Yaxing Anchor Chain achieved an operating income of 1.544 billion yuan, representing a year-on-year growth of 5.28%, and a net profit attributable to the parent company of 211 million yuan, up by 9.38% [2]. - Since its A-share listing, Yaxing Anchor Chain has distributed a total of 637 million yuan in dividends, with 283 million yuan distributed in the last three years [2]. Group 4 - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 8.8774 million shares, a decrease of 4.5379 million shares from the previous period. Southern CSI 1000 ETF ranked fourth with 6.1423 million shares, down by 63,100 shares [2]. - Huashang Advantage Industry Mixed A became a new shareholder in the top five, holding 5.0819 million shares, while both Bosera Growth Navigation Mixed A and Bosera Growth Advantage Mixed A exited the top ten circulating shareholders list [2].

Core Viewpoint - Lichong Group has signed a share purchase agreement to acquire 20% of MQP International, increasing its stake from 70% to 90%, thereby enhancing control over the subsidiary [1] Group 1: Company Acquisition Details - The acquisition cost is approximately £2.23 million (around RMB 21.14 million) [1] - This transaction is part of a phased execution of a sell option agreement signed in 2016, allowing Lichong Group to acquire the remaining 30% of MQP International under specific conditions [1] - After this acquisition, the remaining 10% of MQP International will still be held by the original shareholders [1] Group 2: MQP International Overview - MQP International, established in 2016 and registered in the UK, specializes in the research, testing, and global sales of aluminum-based functional intermediate alloys [2] - The company reported a revenue of RMB 71.09 million and a net profit of RMB 10.47 million for the period from January to September 2025, with a net asset size of RMB 42.57 million [2] Group 3: Strategic Implications - The acquisition is viewed as a critical step in Lichong Group's globalization strategy, complementing MQP International's technological advantages with Lichong's manufacturing capabilities [2] - The demand for lightweight materials in high-end manufacturing sectors, such as new energy vehicles and aerospace, is expected to grow, presenting a significant market opportunity for aluminum-based intermediate alloys [2] - By increasing its stake in MQP International, Lichong Group aims to enhance management efficiency, optimize global layout, and improve overall profitability and risk resilience [3] Group 4: Expert Opinions - Experts suggest that Lichong Group's increased stake will strengthen its control over MQP International and enhance its competitiveness in the high-end materials sector [3] - The phased acquisition approach is seen as a way to maintain financial stability while deepening international collaboration [3] - Attention should be given to the transfer of the remaining 10% stake and the control of patents and brand ownership to secure technological advantages [4]

格隆汇12月29日｜顺博合金公告，为降低公司原材料产品市场价格波动给公司带来的经营风险， 公司 拟利用金融工具的套期保值功能，对生产经营业务相关产品的风险 敞口择机开展商品期货期权套期保 值业务。投资种类仅限于公司及下属 公司与生产经营相关的原材料。在授权有效期内任一时点套期保 值业务 保证金和权利金最高余额不超过30,000万元（不含期货标的的实物交割 款项），且任一交易日 持有的最高合约价值不超过300,000万元，有效期 内可循环滚动使用。使用公司的自有资金，不涉及募 集资金。投资期限自公司股东会审议通过之日起12个月内。 ...

（文章来源：证券日报） 证券日报网讯 12月29日，悦安新材在互动平台回答投资者提问时表示，公司凭借在金属粉末领域的长 期积淀，已具备铁基、钴基等3D打印材料的供应能力。鉴于目前该领域部分通用产品市场竞争激烈， 同质化程度较高。公司现阶段以技术跟进和柔性生产为主，聚焦核心业务并积极探索差异化的细分应用 机会。未来将以能否形成具备壁垒或独特优势的商业模式为前提，理性推进相关业务发展。 ...