12月5日，朝阳金达钛业股份有限公司（金钛股份）北交所上市将迎来上会，保荐机构是中信建投证券。 金钛股份主要从事海绵钛系列产品研发、生产和销售，深耕高端海绵钛产品十余年，高端海绵钛产品广泛应用于国内航空航天、国防军工等领域，包括长征 系列火箭、新型战机、舰船、国产大飞机、航空发动机等。 梳理来看，赵春雷、王淑霞夫妻是实控人，表决权超六成，王淑霞履历存瑕疵；实控人控制的企业存在对外出借资金情况，未收回借款余额超9000万元；募 资额缩水3.45亿元，还要融资超4亿元；分红、融资发生在2022年，当年短债压力大；研发费用率在1%左右，在同行中垫底；研发人员占比不到4%，何以取 得高新技术资质；前三季度业绩双增，核心产品正品海绵钛贡收占比超9成，均价持续下滑；应收账款、票据、存货高企，经营现金流波动大，经营质量有 待提高。 实控人控制的企业未收回借款余额超9000万元 据短平快解读了解，2006年8月，金钛股份前身金钛有限成立，2013年3月完成股份制改革，2024年7月挂牌新三板，目前所属层级为创新层。 赵春雷、王淑霞夫妻是实控人，后者履历存瑕疵。金钛股份控股股东是金达集团，持股比例57.76%，实际控制人是赵春 ...

瑞财经 吴文婷12月4日消息，朝阳金达钛业股份有限公司（以下简称"金钛股份"）北交所IPO迎来新进 展，将于12月5日上会，保荐机构为中信建投证券股份有限公司。 金钛股份是主要从事海绵钛系列产品研发、生产和销售的高新技术企业。目前，公司高端海绵钛产品广 泛应用于国内航空航天、军工等领域。 据招股书，2022年-2024年及2025上半年，金钛股份实现营收分别为13.69亿元、16.84亿元、15.59亿 元、8.77亿元；归母净利润分别为5578.25万元、1.29亿元、1.37亿元、1.11亿元。 | 项目 | 2025年6月30日/2025年 | 2024年12月31日 | 2023年12月31日 | 2022年12月31日 | | --- | --- | --- | --- | --- | | | 1月-6月 | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 2, 894, 721, 647. 76 | 2,514, 972, 333, 93 | 2, 332, 804, 223. 07 | 2.011.744.758.95 | | 股东权益合计(元) | 1, 3 ...

Core Viewpoint - The company has developed high-strength, high-conductivity copper alloy materials, particularly chromium-zirconium copper and copper-chromium-niobium, which are ideal for the inner wall of liquid rocket engine thrust chambers due to their high-temperature stability, heat resistance, and superior thermal conductivity [2] Group 1 - The liquid rocket thrust chamber inner wall materials must withstand combustion temperatures of thousands of degrees while also having excellent thermal conductivity to protect the engine structure [2] - The company aims to reduce unit costs through large-scale production, which is a crucial strategy to address domestic and international industry competition [2] - Major clients of the company include Blue Arrow Aerospace, Jiuzhou Yunjian, Star Glory, and Deep Blue Aerospace [2]

国家统计局最新发布的数据显示， 1—10月份， 全国规模以上工业企业实现利润总额59502.9亿元， 同比增长1.9%。 其中， 采矿业实现利润总额7123.3亿元， 同比下降27.8%， 降幅较1—9月份收窄1.5个百分点。 从工业增加值看，1—10月份，规模以上工业增加值同比增长6.1%。其中，采矿业增加值同比增长5.6%。10月份，采矿业增加值同比增长4.5%，细分行业 中煤炭开采和洗选业增长6.5%，石油和天然气开采业增长1.9%。 国家统计局最新发布的数据显示， 1—10月份， 全国规模以上工业企业实现利润总额59502.9亿元， 同比增长1.9%。 其中， 采矿业实现利润总额7123.3亿元， 同比下降27.8%， 规模以上工业企业利润累计增速连续数月保持增长。1—10月份，规模以上装备制造业利润同比增长7.8%，拉动全部规模以上工业企业利润增长2.8个百分 点；实现利润总额占全部规模以上工业企业利润总额比重达38.5%，较上年同期提高2个百分点，工业企业效益结构持续优化。同时，传统产业提质升级 成效显现。 主要行业中，1—10月份，有色金属冶炼和压延加工业利润同比增长14%，电气机械和器材制造业 ...

Group 1 - Zhongwei New Materials (02579.HK) closed at HKD 27.10, a decline of 2.378%, marking its lowest price since listing. The stock has dropped 20.29% since its IPO [1] - The company was listed on the Hong Kong Stock Exchange on November 17, 2025, with a total of 104,225,400 shares issued, including 10,422,600 shares for public offering in Hong Kong and 93,802,800 shares for international offering [1] - The final offer price was HKD 34.00, raising a total of HKD 3,543,663,600, with a net amount of HKD 3,432,609,775 after deducting estimated listing expenses of HKD 111,053,825 [1] Group 2 - The joint sponsors and coordinators for the issuance include Morgan Stanley Asia Limited and Huatai Financial Holdings (Hong Kong) Limited, among others [2] - Key cornerstone investors include Guizhou New Industrialization Development Equity Investment Fund, Baoda Investment (Hong Kong) Limited, and several others [3]

Core Viewpoint - The company, SRE New Materials (688102.SH), is focusing on developing high-strength, high-conductivity copper alloy materials for liquid rocket engine thrust chamber inner walls, which need to withstand high combustion temperatures while providing excellent thermal conductivity [1] Group 1: Product Development - The company has developed high-strength, high-conductivity copper alloy materials, specifically chromium-zirconium copper and copper-chromium-niobium materials, which are ideal for the inner walls of liquid rocket engine thrust chambers due to their high-temperature stability, heat resistance, and superior thermal conductivity [1] - The company aims to reduce unit costs through large-scale production, which is a crucial strategy to address domestic and international industry competition [1] Group 2: Clientele - The company's main clients include Blue Arrow Aerospace, Jiuzhou Yunjian, Star Glory, and Deep Blue Aerospace, indicating a strong presence in the aerospace sector [1]

在一系列有力举措推动下，鹰潭国库服务成效不断显现。今年以来，累计为各铜产业园区拨付奖补激 励、支持发展、科技创新等支出超3.63亿元，全市金融机构发放退税质押贷款151笔、金额合计21.19亿 元，国库办理铜产业相关退税24.23亿元。 强化政策协同，助企惠企"聚铜心"。中国人民银行鹰潭市分行主动打破部门壁垒，推动国库与财政、税 务、产业园区等多方建立常态化跨部门协同机制，组建专业服务团队，常态化深入鹰潭市高新区、贵溪 市经开区等铜产业聚集园区开展政策宣讲，重点普及电子退税流程、国债投资等业务知识，全程护 航"稳企贷""工创贷"等财政贷款风险补偿机制落地。同时，对相关贷款贴息资金拨付开设绿色通道，实 行优先审核、即时拨付，确保惠企政策资金当日到账、精准落地。 深化资金融通，退税活水"润铜企"。中国人民银行鹰潭市分行持续完善库税银金融服务平台功能，定期 整合企业纳税申报、退税明细等核心数据，动态更新铜企"白名单""纳税规模名单"等分类清单推送至金 融机构，同步开放企业历史涉税信息查询窗口，为银行授信铜企办理退税质押融资等提供精准数据支 撑。为进一步挖掘国库数据价值，按季对铜企纳税、退税等数据进行跟踪监测，并深入 ...

Core Insights - Nord Holdings' wholly-owned subsidiary, Baijiada, has signed a copper foil supply agreement with Zhongchuang Xinhang for the years 2026 to 2028, with a total supply volume of 373,000 tons, valued at nearly 40 billion yuan based on current mainstream tax-inclusive prices [2] Supply Agreement Details - The annual supply volumes are set at 58,000 tons, 130,000 tons, and 185,000 tons for the respective years, which represent 41%, 93%, and 132% of Nord's current annual production capacity of 140,000 tons [2] - The scale of the order exceeds the company's current peak production capacity [2] Future Capacity Plans - Nord has planned to expand its global total production capacity to 300,000 tons per year by 2030, covering the fields of lithium batteries and high-end electronic circuit copper foil [2]

Core Insights - Nord's wholly-owned subsidiary, Baijiada, signed a copper foil supply agreement with Zhongchuang Xinhang for 2026-2028, with a total supply of 373,000 tons, valued at nearly 40 billion yuan based on current market prices [1] Supply Agreement Details - The annual supply volumes are set at 58,000 tons, 130,000 tons, and 185,000 tons for the respective years, which represent 41%, 93%, and 132% of Nord's current annual production capacity of 140,000 tons [1] - The order size exceeds the company's current peak production capacity [1] Future Capacity Expansion - Nord plans to expand its global total production capacity to 300,000 tons per year by 2030, focusing on lithium batteries and high-end electronic circuit copper foil sectors [1]

Core Viewpoint - The company has successfully completed the registration capital change and updated its articles of association, obtaining a new business license following the approval from the shareholders' meeting [1][2]. Group 1: Company Registration Changes - The company held its second extraordinary shareholders' meeting on November 14, 2025, where it approved the proposal to change the registered capital and amend the articles of association [1]. - The new registered capital is 773,538,165 yuan [1]. - The company has completed the necessary business registration changes and received a new business license from the Xi'an Market Supervision Administration [1]. Group 2: Company Information - The company is named Shaanxi Sry New Materials Co., Ltd., with a unified social credit code of 91610000623115672Q [1]. - The company is classified as a joint-stock company (listed, natural person investment or control) [1]. - The legal representative is Wang Wenbin, and the company was established on July 11, 1995 [1].