2月3日，久立特材涨5.11%，截至发稿，报33.30元/股，成交3.19亿元，换手率1.02%，总市值325.40亿 元。 资料显示，浙江久立特材科技股份有限公司位于浙江省湖州市吴兴区中兴大道1899号，成立日期2004年 1月8日，上市日期2009年12月11日，公司主营业务涉及工业用不锈钢管及特种合金的管材、管件、法 兰、棒材及管道预制件的研发、生产、销售。主营业务收入构成为：无缝管37.97%，复合管33.57%， 焊接管13.44%，合金材料6.25%，其他5.54%，管件3.23%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓久立特材。长城精选进取3个月持有混合发起式(FOF)A （019678）四季度持有股数2700股，与上期相比持股数量不变，占基金净值比例为0.55%，位居第七大 重仓股。根据测算，今日浮盈赚取约4374元。 长城精选进取3个月持有混合发起式(FOF)A（019678）成立日期2023年11月20日，最新规模1394.69万。 今年以来收益5.99%，同类排名455/1327；近一年收益26.08%，同类排名405/1051；成立以来收益 31.75%。 长城精选 ...

2月2日，祥鑫科技跌2.80%，成交额2.46亿元。两融数据显示，当日祥鑫科技获融资买入额1851.36万 元，融资偿还1696.04万元，融资净买入155.32万元。截至2月2日，祥鑫科技融资融券余额合计7.22亿 元。 融资方面，祥鑫科技当日融资买入1851.36万元。当前融资余额7.21亿元，占流通市值的7.99%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，祥鑫科技2月2日融券偿还200.00股，融券卖出8300.00股，按当日收盘价计算，卖出金额 28.23万元；融券余量2.83万股，融券余额96.25万元，超过近一年90%分位水平，处于高位。 截至9月30日，祥鑫科技股东户数4.49万，较上期增加8.22%；人均流通股4437股，较上期减少7.59%。 2025年1月-9月，祥鑫科技实现营业收入56.67亿元，同比增长16.16%；归母净利润1.59亿元，同比减少 41.09%。 分红方面，祥鑫科技A股上市后累计派现4.24亿元。近三年，累计派现3.09亿元。 机构持仓方面，截止2025年9月30日，祥鑫科技十大流通股东中，鹏华碳中和主题混合A（016530）位 居第四大流通股东， ...

证券代码：601686 证券简称：友发集团公告编号：2026-015 债券代码：113058 转债简称：友发转债 天津友发钢管集团股份有限公司 关于公司以自有资产抵/质押担保的进展公告 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个别及连带责任。 重要内容提示: ● 抵押人名称 ■ ● 公司于 2025 年 12 月 26 日召开 2025 年第一次临时股东大会，审议通过了《关于预计 2026 年度提供 与接受担保额度的议案》。在该担保计划范围内，2026年1月1日至1月31日抵/质押的资产账面价值为人 民币15,036万元；截止2026年1月31日，公司累计抵/质押资产账面价值合计296,118.18万元，占公司最近 一期经审计净资产的37.34%。 一、 基本情况概述 天津友发钢管集团股份有限公司（以下简称"公司"）分别于 2025 年 12 月 10 日、2025年 12 月 26 日召 开第五届董事会第二十四次会议、2025年第一次临时股东大会，审议通过了《关于预计 2026 年度提供 与接受担保额度的议案》，同意公司及子公司 ...

Core Viewpoint - The company, Xinlai Yingcai, is not directly involved in cleanroom construction but is closely related to the cleanroom business through its core products, which are essential components for high-purity fluid piping systems and ultra-high vacuum systems [2] Group 1: Company Overview - The main products of the company include vacuum chambers, pipelines, fittings, pumps, valves, and flanges, which are critical components in high-purity fluid piping systems, ultra-high vacuum systems, and ultra-clean gas piping systems [2] - The company has a wholly-owned subsidiary, Shandong Bihai Packaging Materials Co., Ltd., and a wholly-owned grandson company, Shandong Bihai Machinery Technology Co., Ltd., which focus on sterile packaging materials and related equipment for liquid foods such as milk and juice [2] Group 2: Market Position and Collaboration - The company specializes in the research, manufacturing, and sales of ultra-clean application materials and is one of the few manufacturers in China covering the semiconductor, biopharmaceutical, and food safety sectors [2] - The company's high-clean application materials serve equipment suppliers and end manufacturers in the semiconductor, biopharmaceutical, and food safety sectors, collaborating directly with equipment clients and indirectly supplying through cleanroom construction companies [2]

以某大型钢铁集团为例，其高炉日产铁水超2万吨，对渣罐的耐高温性、抗冲击性提出严苛要求。河南新腾飞铸钢 有限公司为其定制的30立方米大型铸钢渣罐，采用特殊合金材质与优化结构设计，单罐使用寿命达18个月以上， 较传统产品提升40%，显著降低客户更换成本。目前，该系列产品已出口至东南亚、中东等地区，累计交付量突 破5000台，客户复购率达92%。 在技术创新方面，河南新腾飞铸钢有限公司构建了完整的研发体系，拥有专业工程师团队与**级实验室，每年投 入营收的8%用于新材料与工艺研发。公司自主研发的"低应力铸造工艺"，通过优化浇注系统与冷却参数，将渣罐 内部残余应力降低60%，有效减少使用过程中的开裂风险。该技术已获**发明专利授权，并应用于冶金渣包、铸 造渣包等全系列产品线。 针对化工行业特殊需求，公司推出耐腐蚀型化工渣罐，采用双相不锈钢材质与表面渗氮处理，在酸性、碱性环境 中耐蚀性提升3倍以上。某化工企业使用后反馈，设备维护周期从每月1次延长至每季度1次，年节约停机损失超 200万元。目前，该产品已占据国内化工渣罐市场25%的份额，成为****解决方案。 在冶金行业高速发展的今天，渣罐、渣包等设备的品质与性能直接影 ...

近日，智联招聘发布《2025中国海归就业调查报告》。 报告显示，2025年在国内求职的海归人数较2024年增长5%，达2018年的1.51倍；其中回国求职的 应届留学生人数较2024年增长12%，达2018年的2.25倍，创近八年新高。留学目的地多元化，马来西 亚、新加坡留学生回国求职人数增速超50%。 从2025年投递量看，海归人才求职仍高度集中于经济发达的一线及新一线城市。北京、上海、深圳 三城的投递量占比分别为31.5%、17.6%、7.5%，位列榜单头三位，成都、杭州、广州紧随其后，前十 大城市吸纳近八成的海归求职投递。 行业投递数据更直观体现海归求职的转向新一代信息技术、高端装备等新质领域，新材料、光电 子、机器人领域的海归投递人数增速分别达87.3%、82.2%、74.3%，智能硬件、人工智能、航空航天研 究与制造等领域也增长显著，这些行业研发投入高、技术门槛高、国际化程度高，正取代部分传统热门 行业，成为海归求职的新选择。 职业选择上，海归投递增速领先的岗位也以技术研发类为主，机械设计/制造工程师、人工智能工 程师、软件研发等岗位投递活跃度居高，既反映出海归对实体制造、工程技术类岗位的认知提升， ...

Group 1 - The company, Paike New Materials (605123.SH), has announced a plan to issue convertible bonds to raise up to RMB 158 million, which will be used for high-end energy equipment manufacturing projects, a technology research institute project, and to supplement working capital [1] - The convertible bonds will be issued at a face value of RMB 100 each and will have a term of six years from the date of issuance [1] - The interest rate for the convertible bonds will be determined by the company's board of directors in consultation with the underwriters based on market conditions and company specifics [1] Group 2 - The issuance of the convertible bonds will be authorized by the company's shareholders and will target various investors, including individuals and institutions with accounts at the Shanghai branch of China Securities Depository and Clearing Corporation [2] - Paike New Materials was listed on the Shanghai Stock Exchange on August 25, 2020, with an initial public offering of 27 million shares at a price of RMB 30.33 per share, raising a total of RMB 819 million [2] - The company previously raised RMB 1.6 billion through a private placement of shares, with net proceeds of approximately RMB 1.58 billion after deducting issuance costs [3] Group 3 - The total amount raised by Paike New Materials from the two fundraising efforts is approximately RMB 2.42 billion [4]

Core Viewpoint - The company, New Sharp Co., Ltd. (688257.SH), has announced a plan to issue A-shares to specific investors, aiming to raise up to 1.3157954 billion yuan for various projects and working capital [1][2]. Group 1: Share Issuance Details - The share issuance will target no more than 35 specific investors, including qualified institutional investors and individuals, with all subscriptions to be made in cash at the same price [1]. - The pricing benchmark for the shares will be set at no less than 80% of the average trading price over the 20 trading days prior to the issuance date [1]. - The total number of shares to be issued will not exceed 30% of the company's total share capital before the issuance, amounting to a maximum of 75,722,551 shares [1]. Group 2: Fund Utilization - The total amount to be raised is capped at 1.3157954 billion yuan, with the net proceeds intended for investment in several projects, including: - High-performance CNC blade industrial park project: 48.31747 million yuan [2][3] - High-performance rock drilling tool production project: 31.82846 million yuan [2][3] - Precision tool R&D and testing center and headquarters management center: 15.03361 million yuan [2][3] - Supplementing working capital: 364 million yuan [2][3] - The total investment for these projects is approximately 1.3835069 billion yuan, indicating that the company plans to cover the difference through other means [2][3]. Group 3: Company Background and Performance - New Sharp Co., Ltd. was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on October 27, 2021, with an initial issuance of 23.2 million shares at a price of 62.30 yuan per share [4]. - The company raised a total of 1.445 billion yuan, with a net amount of 1.352 billion yuan after deducting issuance costs, which was 670 million yuan more than initially planned [4]. - As of January 26, the company's stock price reached a historical high of 56.88 yuan, with a reported revenue of 648 million yuan for the third quarter of 2025, reflecting a year-on-year growth of 38.02% [11].

Index Adjustment - The North Exchange 50 Index will undergo its first adjustment of 2026 on March 16, with three companies expected to be added: Tiangong Co., Ltd., Guangxin Technology, and Jikang Technology[2][14] - The adjustment will remove companies that rank low based on average daily market capitalization, with no substantial impact on the operations of the companies being removed[2][18] Index Fund Growth - The scale of North Exchange 50 index funds has seen significant growth from 2.94 billion CNY in 2022 to 14.165 billion CNY by January 31, 2026[2][18] - The number of products tracking the North Exchange 50 index increased from 16 in 2022 to 79 by the end of January 2026[2][18] Market Performance - The North Exchange 50 Index closed at 1,531.55 points, down 3.59% from the previous week, with a price-to-earnings ratio (PETTM) of 64.12X[2][32] - The overall PE ratio for North Exchange A-shares decreased to 47.58X, while the ChiNext and STAR Market also saw declines in their PE ratios[2][23][32] Liquidity and Trading Activity - The average daily trading volume for North Exchange A-shares was 29.948 billion CNY, reflecting an increase of 11.62% week-over-week[2][26] - The average turnover rate for North Exchange A-shares was 5.88%, up by 0.44 percentage points[2][26] Valuation Trends - As of January 31, 2026, 44.86% of North Exchange companies had a PETTM exceeding 45X, indicating a high valuation environment[2][37] - The valuation gap between North Exchange and other markets is widening, suggesting a relative valuation advantage for North Exchange stocks[2][47]

友发集团（601686）近日发布2025年业绩预增公告，公司预计2025年实现归属于公司股东的净利润为 6.46亿元到7.06亿元，同比增长52.11%到66.23%；预计实现归属于公司股东的扣除非经常性损益的净利 润4.33亿元到4.93亿元，同比增长35.24%到53.98%。 友发集团介绍，2025年公司钢管产销规模同比略有增长，销售钢管的毛利率约为3.25%，同比增长0.4个 百分点。 此外，公司全资子公司唐山友发新型建筑器材有限公司作为有限合伙人出资2000万元，与专业投资机构 共同投资了"天津砺思星沐创业投资基金合伙企业（有限合伙）"（以下简称"砺思星沐基金"），占砺思 星沐基金认缴出资总额的4.9875%。砺思星沐基金对沐曦集成电路（上海）股份有限公司（以下简 称"沐曦股份"）进行了相应投资，故公司间接持有34.17万股沐曦股份。本报告期非经常性损益较上年 有大幅增长，主要为投资沐曦股份产生的公允价值变动收益（按照沐曦股份2025年12月31日收盘价以及 流动性折价等因素综合计算，公司确认投资沐曦股份的公允价值变动收益约为1.1亿元），导致公司 2025年度实现归属于母公司所有者的净利润较上年大 ...