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川发龙蟒:全资子公司拟合作建设17.5万吨/年高压密磷酸铁锂项目
Core Viewpoint - The announcement highlights a strategic partnership between Chuanfa Longmang and Fujilin Precision Engineering to establish a joint venture focused on lithium iron phosphate production, indicating a significant investment in the new energy materials sector [1] Group 1: Investment Details - Chuanfa Longmang's wholly-owned subsidiary, Deyang Chuanfa Longmang, has signed an investment cooperation agreement with Jiangxi Shenghua New Materials, a subsidiary of Fujilin Precision Engineering [1] - The registered capital for the joint venture, named Fujilin Longmang New Materials Co., Ltd., is set at 660 million yuan, with Jiangxi Shenghua contributing 337 million yuan (51%) and Deyang Chuanfa Longmang contributing 323 million yuan (49%) [1] - The joint venture will focus on a project with an annual capacity of 175,000 tons of high-pressure lithium iron phosphate, with a total projected investment of 1.961 billion yuan [1]
10月28日晚间公告 | 富临精工投资40亿磷酸铁锂项目;兆易创新第三季度净利润增长超6成
Xuan Gu Bao· 2025-10-28 12:24
Suspension and Resumption of Trading - Shiwai New Materials: The offer period for Zhi Yuan Heng Yue's acquisition has ended, and the stock is suspended for one day [1] - Zhongyuan Co., Ltd.: The actual controller is planning a change in company control, with a suspension period not exceeding three trading days [1] - Delong Huineng: The actual controller has changed to Ms. Sun Weijia, and the stock has resumed trading [1] Share Buyback - Haida Group: Plans to repurchase shares worth between 1 billion to 1.6 billion yuan, with a maximum repurchase price of 62.00 yuan per share [2] Investment Cooperation and Operational Status - Yunnan Energy Investment: Huaping Yuneng New Energy Co., Ltd. is investing in the Huaping West Wind Power Project with a capacity of 150 MW and a total investment of 780 million yuan; Honghe Yuneng Investment New Energy Development Co., Ltd. is investing in the Yongning Wind Power Project (Phase IV) with a capacity of 87.1 MW and a total investment of 453 million yuan; Yongsheng Yuneng New Energy Co., Ltd. is investing in the Aguzi Wind Power Project with a capacity of 100 MW and a total investment of 619 million yuan [3] - Xiasha Precision: Plans to raise no more than 800 million yuan through a private placement for the industrialization of core components of intelligent transmission systems, equipment development, technology research, and working capital [3] - Suzhou Tianmai: Plans to invest no more than 600 million yuan in the construction of an intelligent manufacturing base for thermal conductive products, which will add an annual production capacity of 18 million high-end uniform temperature plates [3] - Fulian Precision: Jiangxi Shenghua plans to invest in a new high-density lithium iron phosphate project with an annual production capacity of 350,000 tons in the Deyang-Abazhou Ecological Economic Industrial Park, with an estimated total investment of 4 billion yuan [3] - Renxin New Materials: Plans to invest in an integrated project for polystyrene new materials with a total investment of 3.8 billion yuan in cooperation with the Huizhou Daya Bay Economic and Technological Development Zone [3] - New World: Signed a cooperation agreement for GLP-1 class long-acting peptide innovative drugs [4] Performance Changes - Keli Yuan: Third-quarter net profit of 80.43 million yuan, a year-on-year increase of 2,836.88% [5] - Hailian Jinhui: Third-quarter net profit of 76.87 million yuan, a year-on-year increase of 1,000.56% [5] - Tianqiao Hoisting: Third-quarter net profit of 41.29 million yuan, a year-on-year increase of 618.70% [5] - Shengyi Electronics: Third-quarter net profit of 584 million yuan, a year-on-year increase of 545.95% [5] - Huasheng Tiancai: Third-quarter net profit of 219 million yuan, a year-on-year increase of 563.58% [5] - Boliang Optoelectronics: Third-quarter net profit of 11.53 million yuan, a year-on-year increase of 470.61% [5] - Geling Deep Vision: Third-quarter revenue of 51.76 million yuan, a year-on-year increase of 453.28% [5] - Jibite: Third-quarter net profit of 570 million yuan, a year-on-year increase of 307.70% [5] - Mingzhi Electric: Third-quarter net profit of 22.88 million yuan, a year-on-year increase of 215.97% [6] - Shengyi Technology: Third-quarter net profit of 1.017 billion yuan, a year-on-year increase of 131.18% [6] - Jingce Electronics: Third-quarter net profit of 72.42 million yuan, a year-on-year increase of 123.44% [6] - Feirongda: Third-quarter net profit of 120 million yuan, a year-on-year increase of 120.52% [6] - Xingqi Eye Medicine: Third-quarter net profit of 264 million yuan, a year-on-year increase of 117.45% [6] - State Grid Yingda: Third-quarter net profit of 1.086 billion yuan, a year-on-year increase of 102.49% [6] - Guanghong Technology: Third-quarter net profit of 99.61 million yuan, a year-on-year increase of 99.68% [6] - China Shipbuilding: Third-quarter net profit of 2.074 billion yuan, a year-on-year increase of 97.56% [6] - Huasheng Securities: Third-quarter net profit of 848 million yuan, a year-on-year increase of 97.61% [6] - Aofei Data: Third-quarter net profit of 57.55 million yuan, a year-on-year increase of 90.36% [6] - Giant Network: Third-quarter net profit of 640 million yuan, a year-on-year increase of 81.19% [6] - Tianneng Co., Ltd.: Third-quarter net profit of 491 million yuan, a year-on-year increase of 81.92% [6] - Yutong Bus: Third-quarter net profit of 1.357 billion yuan, a year-on-year increase of 78.98% [6] - Aerospace Intelligent Manufacturing: Third-quarter net profit of 259 million yuan, a year-on-year increase of 73.98% [6] - Jucheng Co., Ltd.: Third-quarter net profit of 115 million yuan, a year-on-year increase of 67.69% [6] - Longqi Technology: Third-quarter net profit of 152 million yuan, a year-on-year increase of 64.46% [6] - Zhaoyi Innovation: Third-quarter net profit of 508 million yuan, a year-on-year increase of 61.13% [6] - Sunshine Power: Third-quarter net profit of 4.147 billion yuan, a year-on-year increase of 57.04% [6] - Hudian Co., Ltd.: Third-quarter net profit of 1.035 billion yuan, a year-on-year increase of 46.25% [6] - South Grid Energy Storage: Third-quarter net profit of 601 million yuan, a year-on-year increase of 43.41% [6] - Jiangxi Copper: Third-quarter net profit of 1.849 billion yuan, a year-on-year increase of 35.20% [6] - Haowei Group: Third-quarter net profit of 1.182 billion yuan, a year-on-year increase of 17.26% [6]
高端新材料国产替代新突破,上海化工区又一重大项目投产
Guo Ji Jin Rong Bao· 2025-10-28 12:19
璞烯晶的快速成长与顺利投产,离不开上海化工区一流的产业生态和营商环境。璞烯晶项目自破土动工到建成投产仅16个月,在行业同类体量项目中实 属罕见,创造了"上海速度"。 上海化工区管委会主任阮力指出,璞烯晶项目从规划到投产高效推进,背后是政企协作共同发力的结果,将为园区高质量发展注入新动能。放眼"十五 五",化工区将继续坚持高质量发展,围绕产业链、创新链优化服务链,进一步做强基础、补齐短板、塑造优势,努力成为上海发展新质生产力的重要阵 地。 国产超高纯聚合物特种材料发展迎来关键性节点。10月28日,位于上海化学工业区的璞烯晶新能源专用聚烯烃特种材料项目(一期)正式投产。作为 2024、2025连续两年入选上海市重大工程项目的产业标杆,璞烯晶项目的建成投产,标志着我国在超高纯高分子量聚乙烯这一关键战略材料领域实现了从依 赖进口到自主可控的历史性跨越。 璞烯晶新能源专用聚烯烃特种材料项目投资22.5亿元,自2024年6月28日开工建设以来,便承载着打破国外技术垄断、补齐产业链短板的使命。该项目 生产的超高纯高分子量聚乙烯,是锂电池隔膜、半导体滤材及高端医用材料的核心原料,直击高度依赖进口、供应链风险高、成本不可控等长 ...
华阳新材(600281.SH)发布前三季度业绩,归母净利润6888万元,同比扭亏为盈
智通财经网· 2025-10-28 11:41
Core Insights - Huayang New Materials (600281.SH) reported a revenue of 326 million yuan for the first three quarters of 2025, representing a year-on-year growth of 31.10% [1] - The company achieved a net profit attributable to shareholders of 68.88 million yuan, marking a turnaround from a loss to profitability compared to the previous year [1] - The company's non-recurring net profit showed a loss of 54.90 million yuan, indicating challenges in core operational performance [1] - Basic earnings per share were reported at 0.1339 yuan [1]
鼎际得:10月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-28 11:34
2024年1至12月份,鼎际得的营业收入构成为:化学原料和化学制品制造业占比100.0%。 截至发稿,鼎际得市值为47亿元。 每经AI快讯,鼎际得(SH 603255,收盘价:34.82元)10月28日晚间发布公告称,公司第三届第十二次 董事会会议于2025年10月28日以现场结合通讯表决方式召开。会议审议了《关于公司2025年第三季度报 告的议案》等文件。 (记者 胡玲) 每经头条(nbdtoutiao)——A股突破4000点!十年沉寂终迎爆发,科技主线重塑市场,"慢牛"新格局开 启! ...
仁信新材:拟签署聚苯新材料一体化项目投资协议,总投资额38亿元
Xin Lang Cai Jing· 2025-10-28 11:31
Core Viewpoint - The company plans to invest in a new integrated polystyrene materials project with a total investment of 3.8 billion yuan [1] Investment Details - The project will be constructed in two phases, with the first phase focusing on the production of low cis-polybutadiene new materials, styrene-butadiene rubber, high-impact polystyrene, and polymethyl methacrylate [1] - The second phase will involve the production of tert-butanol, propylene oxide, methyl methacrylate, and butyl rubber [1] - The project will cover an area of 264,000 square meters [1] Financial Projections - Upon reaching full production, the project is expected to generate an annual output value/revenue of 7.8 billion yuan and contribute 450 million yuan in annual taxes [1] - Funding for the project will come from the company's own funds, self-raised funds, and funds raised through public offerings [1]
仁信新材:拟38亿元共同投资建设聚苯新材料一体化项目 项目整体达产后年产值/营收78亿元
Mei Ri Jing Ji Xin Wen· 2025-10-28 11:31
Core Viewpoint - Renxin New Materials (301395.SZ) announced plans to invest in an integrated project for polystyrene new materials in collaboration with the Huizhou Daya Bay Economic and Technological Development Zone [1] Group 1: Project Overview - The total investment for the project is 3.8 billion yuan, which will be constructed in two phases [1] - Phase one will focus on producing low cis polybutadiene new materials, styrene-butadiene rubber, high-impact polystyrene, and polymethyl methacrylate [1] - Phase two will involve the production of tert-butanol, propylene oxide, methyl methacrylate, and butyl rubber [1] Group 2: Financial Projections - Once fully operational, the project is expected to generate an annual output value/revenue of 7.8 billion yuan [1] - The anticipated annual tax contribution from the project is 450 million yuan [1]
晚间公告丨10月28日这些公告有看头
Di Yi Cai Jing· 2025-10-28 10:33
Core Viewpoint - The news summarizes important announcements from various companies, highlighting stock suspensions, significant profit growth, and major contracts signed, which may present investment opportunities and insights into market trends [1][2]. Stock Suspensions - *ST Zhengping announced that its stock will be suspended from trading starting October 29, 2025, due to a significant price increase of 152.42% from September 1 to October 28, 2025, and abnormal trading fluctuations [3]. - Gongjin Co. announced a stock suspension starting October 27, 2025, due to the major shareholder planning a share transfer that may lead to a change in control [4]. Investment Activities - Juyuan Technology's subsidiary plans to invest 150 million yuan in establishing an industrial fund focused on chips, integrated circuits, and other high-growth sectors [5]. - YN Holdings decided to terminate investments in 17 distributed photovoltaic projects, originally planned to cost 1.197 billion yuan, due to changes in market conditions [6]. Earnings Reports - Suliy Co. reported a 2750% increase in net profit for Q3 2025, with revenue of 762 million yuan, up 26% year-on-year [8]. - Xianda Co. reported a net profit of 59.85 million yuan for Q3 2025, a 5447% increase, despite a 5.59% decline in revenue [9]. - Yutong Bus reported a net profit of 1.357 billion yuan for Q3 2025, a 78.98% increase, with revenue of 10.237 billion yuan, up 32.27% [10]. - Juxin Technology reported a net profit of 60.27 million yuan for Q3 2025, a 101.09% increase, with revenue of 273 million yuan, up 46.64% [11]. - Guanghong Technology reported a net profit of 99.61 million yuan for Q3 2025, a 99.68% increase, with revenue of 2.937 billion yuan, up 57.46% [12]. - Mingzhi Electric reported a net profit of 22.88 million yuan for Q3 2025, a 215.97% increase, with revenue of 729 million yuan, up 28.98% [13]. - Zhongwei Semiconductor reported a net profit of 65.82 million yuan for Q3 2025, a 3.66% decrease, with revenue of 269 million yuan, up 21.88% [14]. - Yiming Pharmaceutical reported a net profit of 44.21 million yuan for Q3 2025, a 1934.12% increase, with revenue of 178 million yuan, up 10.37% [15]. - Weilan Bio reported a net profit of 35.06 million yuan for Q3 2025, a 205.02% increase, with revenue of 364 million yuan, up 8.09% [16]. - Baiyunshan reported a net profit of 794 million yuan for Q3 2025, a 30.28% increase, with revenue of 19.771 billion yuan, up 9.74% [17]. - Giant Network reported a net profit of 640 million yuan for Q3 2025, an 81.19% increase, with revenue of 1.706 billion yuan, up 115.63% [18]. Share Buybacks - Haida Group announced a plan to repurchase shares worth between 1 billion and 1.6 billion yuan, aimed at reducing registered capital and implementing employee stock ownership plans [20]. Major Contracts - Bai'ao Intelligent announced it won a project worth 97.22 million yuan from a large state-owned company [22]. - Guangdong Construction signed a construction contract worth 1.924 billion yuan for a project in Guangzhou, with a duration of 1365 days [23][24].
美联新材:前三季度营业总收入与去年同期相比基本持平
证券日报网讯 美联新材10月28日在互动平台回答投资者提问时表示,公司前三季度营业总收入与去年 同期相比基本持平。第三季度亏损的主要原因是三聚氯氰产品市场竞争激烈导致销售价格同比降幅较 大。随着第四季度销售旺季的到来,三聚氯氰的价格已逐步回暖。 (编辑 王雪儿) ...
美联新材:目前公司EX电子材料国外客户群体有增加
Core Viewpoint - The company is experiencing an increase in its foreign customer base for EX electronic materials and is working to accelerate engineering testing processes with domestic clients to achieve early bulk procurement [1] Group 1 - The production and sales of EX electronic materials are currently ramping up [1] - The company is collaborating with domestic downstream clients to expedite the engineering testing process [1] - The goal is to enable domestic clients to start bulk purchasing and usage of the materials as soon as possible [1]