证券日报网讯 12月29日，永杰新材在互动平台回答投资者提问时表示，公司产品不直接用于芯片或半 导体中，在半导体设备结构件与腔体材料、散热器与热管理组件和靶材背板等有使用铝板带箔产品。 （文章来源：证券日报） ...

Core Viewpoint - The company, Jili Rigging Co., Ltd., is actively engaging with institutional investors to showcase its business strategies and product applications, particularly in the aerospace and deep-sea economy sectors [1][3]. Group 1: Company Overview - The company hosted a visit for institutional investors, including Changsheng Fund and Tianhong Fund, where the Secretary of the Board, Zhang Yun, provided insights into the company's fundamentals and product offerings [1][2]. - The company has developed a comprehensive product system that is systematically applied in various aerospace projects, including the Shenzhou, Chang'e, Long March, Tiangong, and Tianwen series [4]. Group 2: Strategic Focus - The company is focusing on national strategic emerging industries, particularly in marine engineering, deep-sea technology, and the Belt and Road Initiative, to drive high-quality development [5]. - The company aims to enhance its industrialization and scale effects in the deep-sea economy by expanding into offshore wind power, aquaculture, and offshore photovoltaic applications [5]. Group 3: Competitive Advantages - The company is the only domestic enterprise to have obtained multiple DNV certifications, marking its transition from a single product supplier to a comprehensive solution provider in long-term mooring systems [6]. - The company has successfully applied its products in significant projects, including China's first floating wind turbine and various deep-sea aquaculture initiatives [6]. Group 4: International Strategy - The company is expanding its global presence through internationalization and leveraging the Belt and Road Initiative, with a sales network covering over 100 countries and regions [7]. - The company has undertaken notable projects in Saudi Arabia and Serbia, with plans to focus on expanding into the Middle East and Southeast Asia markets [7].

巨力索具公告，控股股东巨力集团有限公司将其质押给中国银河证券股份有限公司的无限售条件流通股 2005万股提前办理购回，质押起始日2025年6月16日，原质押到期日2026年6月15日，占其所持股份比例 10.43%，占公司总股本比例2.09%。截至公告披露日，其累计质押股份3834万股，占持股比例19.94%， 占公司总股本比例3.99%。 ...

Core Viewpoint - Changsheng Bearing has shown significant stock performance with a year-to-date increase of 182.25%, reflecting strong market interest and trading activity [1]. Group 1: Stock Performance and Trading Activity - As of December 29, Changsheng Bearing's stock price reached 85.49 CNY per share, with a trading volume of 4.19 billion CNY and a turnover rate of 2.56%, resulting in a total market capitalization of 255.43 billion CNY [1]. - The stock has experienced a net inflow of 51.54 thousand CNY from main funds, with large orders accounting for 28.73% of purchases and 25.06% of sales [1]. - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent instance on July 21, where it recorded a net purchase of 3.83 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Changsheng Bearing reported a revenue of 935 million CNY, representing a year-on-year growth of 11.97%, and a net profit attributable to shareholders of 188 million CNY, up 11.01% [2]. - The company has distributed a total of 747 million CNY in dividends since its A-share listing, with 394 million CNY distributed over the past three years [3]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Changsheng Bearing increased to 73,000, marking a 6.50% rise, while the average circulating shares per person decreased by 6.11% to 2,655 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.5488 million shares, an increase of 1.425 million shares compared to the previous period [3].

资料显示，巨力索具股份有限公司位于河北省保定市徐水区巨力路，成立日期2004年12月7日，上市日 期2010年1月26日，公司主营业务涉及为索具及相关产品的研发、设计、生产和销售。主营业务收入构 成为：工程及金属索具45.25%，钢丝绳及钢丝绳索具29.57%，合成纤维吊装带索具16.90%，原材料及 劳务、设备租赁6.50%，链条及链条索具1.77%。 巨力索具所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：铁路基建、风能、小 盘、雄安新区、海上风电等。 截至9月30日，巨力索具股东户数14.19万，较上期减少5.99%；人均流通股6730股，较上期增加6.37%。 2025年1月-9月，巨力索具实现营业收入17.43亿元，同比增长13.20%；归母净利润1106.32万元，同比增 长397.11%。 分红方面，巨力索具A股上市后累计派现3.10亿元。近三年，累计派现288.00万元。 12月29日，巨力索具盘中下跌4.53%，截至09:35，报7.80元/股，成交2.26亿元，换手率3.03%，总市值 74.88亿元。 资金流向方面，主力资金净流出3446.55万元，特大单买入2729.9 ...

Group 1 - The core viewpoint of the news is that 泰尔股份 has experienced significant stock price increases, with a year-to-date rise of 52.23% and a recent 5-day increase of 30.82% [1] - As of December 29, 泰尔股份's stock price reached 10.23 yuan per share, with a total market capitalization of 5.163 billion yuan [1] - The company has seen a net outflow of 219 million yuan in principal funds, with large orders accounting for 11.23% of purchases and 17.20% of sales [1] Group 2 - 泰尔股份's main business includes research, production, sales, and maintenance services for metallurgical equipment and parts, with core parts contributing 42.02% to revenue [1] - The company operates in the mechanical equipment sector, specifically in general equipment and metal products, and is involved in aerospace military, 3D printing, and wind energy sectors [2] - For the period from January to September 2025, 泰尔股份 reported revenue of 823 million yuan, a year-on-year increase of 11.57%, while the net profit attributable to shareholders was a loss of 53.69 million yuan, a decrease of 240.29% [2]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：安迪堂 一级半（定增）市场近年来备受资本关注，2025年的定增市场在经历了前两年的相对低迷后，呈现出明 显的"政策驱动、结构分化、质量提升"的特征，整体活跃度持续低迷萎缩。废话少说，多捞干货。 Andy对2025年一级半（定增）市场数据及未来展望总结如下，如有不足欢迎轻拍砖： 一、定增发行市场总量回顾 截至2025年12月28日，以报价日为口径，2025年沪深A股累计发行定增项目110家，相较于2024年累计 发行定增项目144家同比下降，降幅达23.61%；2025年定增项目合计募资1567．91亿元，同比2024年合 计募资1728.21亿元缩水9．28%，降至2020至今的年度谷值。 登录新浪财经APP 搜索【信披】查看更多考评等级 表：2025年已发行定增项目情况表（时间排序，截至12.28） | 51 | 603268.SH | 松发殷份 | 2025/8/4 | 45.80 | 80.07% | 12000 | 40.00 | 143.41% | 36.67 | 2025/8/5 | 94.39% | 52 | 000 ...

Core Insights - Shandong Province's Rizhao City has implemented the "Industrial Doubling" initiative, leveraging its coastal advantages to optimize industrial structure and stimulate private investment, resulting in an 8% growth in industrial added value and a 28.8% increase in industrial investment from January to November this year [1] Group 1: Industrial Structure Optimization - Rizhao City is redefining traditional steel production by introducing deep processing projects, extending steel products into high-value sectors such as home appliances and automotive components [2] - The city focuses on processing bulk raw materials, with traditional industries like paper and steel serving as solid pillars for industrial development [2] - Rizhao's steel product structure has improved, with significant advancements in high-end steel production, including the domestic first 1.0mm ESP patterned plate and large-scale production of 9-nickel steel for LNG tanks [3] - In the first three quarters, Rizhao added 546 new investment projects, with a total planned investment of 664.1 billion [3] - Key manufacturing sectors showed strong growth, with metal products up 277.8%, general equipment manufacturing up 90.2%, and automotive manufacturing up 210.7% [3] Group 2: Stimulating Private Investment - Rizhao City has emphasized a service-oriented approach to stimulate private investment, with private investment accounting for 74.75% of fixed asset investment in the county [4] - From January to November, private investment in Rizhao grew by 11.8%, making it a key driver of industrial investment growth [4] - The city has released investment opportunity lists to broaden investment space and create favorable conditions for enterprise development [5] Group 3: Enhancing Investment Confidence - To address investment hesitancy, Rizhao has prioritized optimizing the business environment and boosting private sector confidence, hosting 44 special events to connect government, banks, and enterprises [6] - The city has utilized various policy tools to support equipment upgrades and technical transformations, securing 1.19 billion in special bonds for 14 projects [6] Group 4: Comprehensive Project Support - Rizhao City has adopted a "project-first" philosophy, providing comprehensive services to ensure timely project initiation and completion [7] - A dedicated project task force has been established to focus on planning, attracting, and advancing projects, with 279 out of 285 key projects initiated by November [7]

（文章来源：证券日报） 证券日报网讯 12月26日，安泰科技在互动平台回答投资者提问时表示，公司目前铌产品主要以纯铌及 合金为主，可以制成薄板和外形复杂的零件，可应用于航天和航空工业的热防护和结构材料。 ...

（文章来源：证券日报） 证券日报网讯 12月26日，安泰科技在互动平台回答投资者提问时表示，航空航天一直是公司重要的市 场领域，公司难熔合金、软磁合金、精密合金及带材等多项产品目前已应用于航空航天领域。 ...