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博威合金:截止目前,公司航空航天业务仅获悉航空航天专用合金线材的销量同比增长38%以上
Mei Ri Jing Ji Xin Wen· 2025-12-22 09:39
每经AI快讯,有投资者在投资者互动平台提问:公司为千帆卫星(千帆星座)提供通信材料以航天级 合金线材,是否属实?在星链通信上还有哪些布局和合作?谢谢。 博威合金(601137.SH)12月22日在投资者互动平台表示,作为航空航天事业的合作伙伴,博威合金始 终关注我国航空航天事业的发展,从"长征"、"神舟"、"嫦娥"、"天宫"到"千帆星座"……见证着航天路 上的"星辰大海"。博威研发的航天连接器材料,为航天系统的导电与通信,架起安全可靠的"连接纽 带"。凭借优异性能和可靠品质,博威材料解决了航空连接器在太空极端高低温环境下,通讯传输稳 定、耐久问题,为航空器的稳定运行,提供了坚实的材料支撑。截止目前公司航空航天业务仅获悉航空 航天专用合金线材的销量同比增长38%以上,其他产品系列由于下游客户分类比较复杂,尚需要进一步 落实。 (文章来源:每日经济新闻) ...
顺博合金:为子公司提供5.1亿元担保,累计担保额达46.06亿元
Xin Lang Cai Jing· 2025-12-22 08:31
顺博合金公告称,公司分别于2024年12月30日、2025年4月23日审议通过相关议案,同意公司、全资 (控股)子公司及孙公司互相提供担保,预计总额度不超55.5亿元。近日,公司为全资子公司顺博销 售、湖北顺博、重庆奥博分别向银行申请的3亿元、2亿元、1000万元授信额度提供连带责任担保。本次 担保后,公司对三家子公司累计担保金额分别为10.28亿元、7亿元、1.5亿元。截至公告披露日,公司对 外担保合同金额为46.06亿元,占最近一期经审计净资产的144.71%。 ...
悦安新材(688786.SH):公司羰基铁粉食品添加剂产品目前处于市场导入阶段
Ge Long Hui· 2025-12-22 08:22
格隆汇12月22日丨悦安新材(688786.SH)在投资者互动平台表示,公司羰基铁粉食品添加剂产品目前处 于市场导入阶段。正在与潜在客户推进送样测试与应用磨合工作。 由于食品行业对新添加剂准入验证 周期相对较长,且进程受技术匹配、市场反馈等多重因素影响,暂无法准确预计该业务贡献业绩的具体 时间。 ...
巨力索具董事长杨建国等4人被监管谈话,涉政府补助披露不及时
Sou Hu Cai Jing· 2025-12-22 07:42
Core Viewpoint - Jili Rigging (SZ002342) has received an administrative regulatory measure from the Hebei Securities Regulatory Bureau due to several violations, including inaccurate provision for bad debts, delayed disclosure of government subsidies, and non-compliance in corporate governance [2]. Group 1: Regulatory Violations - The company inaccurately calculated the provision for bad debts, resulting in an under-provision of 2.1491 million yuan for 2023 [2]. - The company delayed the disclosure of a government subsidy of 1.6362 million yuan, which was received on April 18, 2024, but disclosed only on May 24, 2024 [2]. - There were governance issues, including the lack of review and explanation of the compensation distribution plan for senior management by the remuneration and assessment committee and the board [2]. Group 2: Responsible Individuals - The Chairman Yang Jianguo, General Manager Yang Chao, CFO Fu Qiang, and Secretary of the Board Zhang Yun are held primarily responsible for the violations [2]. - The regulatory measures include a corrective order and a warning letter, along with administrative talks for the responsible individuals [2]. Group 3: Company Overview - Jili Rigging was established in 2004 and specializes in the research, design, production, and sales of rigging and related products [4]. - The company was successfully listed on the Shenzhen Stock Exchange on January 26, 2010 [4]. Group 4: Financial Performance - For the first three quarters of 2025, the company reported operating revenue of 1.743 billion yuan, representing a year-on-year increase of 13.2% [5]. - The net profit attributable to shareholders reached 11.0632 million yuan, showing a significant year-on-year growth of 397.11% [5].
研报掘金丨爱建证券:鑫铂股份业绩有望持续改善,首予"买入"评级
Ge Long Hui A P P· 2025-12-22 06:13
Core Viewpoint - The report from Aijian Securities indicates that Xinpoh Holdings is accelerating its automotive business and is on the verge of launching overseas photovoltaic production capacity, driven by the increasing demand for photovoltaic frames due to the continuous rise in photovoltaic installation capacity and the high growth rate of new energy vehicle production [1] Group 1: Business Performance - Xinpoh Holdings is focusing on "photovoltaics + new energy vehicles" as its main business strategy, which is expected to lead to continuous improvement in performance [1] - The company is actively expanding its overseas production capacity and is also entering the robotics sector, which may further enhance its growth prospects [1] Group 2: Market Positioning - The demand for lightweight automotive products is expected to increase due to the sustained high growth rate of new energy vehicle production [1] - The company's projected price-to-earnings (PE) ratio for 2027 is expected to be lower than the average of comparable companies, indicating a potentially attractive investment opportunity [1]
永和智控涨2.01%,成交额1.09亿元,主力资金净流出2006.10万元
Xin Lang Zheng Quan· 2025-12-22 03:03
资料显示,永和流体智控股份有限公司位于浙江省台州市玉环市清港镇工业产业集聚区,成立日期2003 年8月28日,上市日期2016年4月28日,公司主营业务涉及医疗健康产业、流体智控业务。主营业务收入 构成为:阀门管件类89.41%,医疗服务及其他产业10.57%,光伏电池片0.02%。 永和智控所属申万行业为:机械设备-通用设备-金属制品。所属概念板块包括:出海概念、小盘、抗癌 治癌、微盘股、民营医院等。 12月22日,永和智控盘中上涨2.01%,截至10:59,报6.59元/股,成交1.09亿元,换手率3.87%,总市值 29.38亿元。 资金流向方面,主力资金净流出2006.10万元,特大单买入0.00元,占比0.00%,卖出567.99万元,占比 5.19%;大单买入2462.84万元,占比22.51%,卖出3900.95万元,占比35.65%。 永和智控今年以来股价涨61.52%,近5个交易日涨0.61%,近20日涨6.46%,近60日涨37.87%。 今年以来永和智控已经1次登上龙虎榜,最近一次登上龙虎榜为8月6日,当日龙虎榜净买入-3169.93万 元;买入总计4976.82万元 ,占总成交额比6. ...
中南文化12月19日获融资买入2806.20万元,融资余额3.81亿元
Xin Lang Cai Jing· 2025-12-22 01:32
12月19日,中南文化涨2.76%,成交额2.44亿元。两融数据显示,当日中南文化获融资买入额2806.20万 元,融资偿还3451.24万元,融资净买入-645.04万元。截至12月19日,中南文化融资融券余额合计3.81 亿元。 融资方面,中南文化当日融资买入2806.20万元。当前融资余额3.81亿元,占流通市值的6.17%,融资余 额超过近一年50%分位水平,处于较高位。 截至12月10日,中南文化股东户数6.63万,较上期增加32.78%;人均流通股35711股,较上期减少 24.68%。2025年1月-9月,中南文化实现营业收入9.10亿元,同比增长40.10%;归母净利润8222.57万 元,同比增长130.97%。 分红方面,中南文化A股上市后累计派现1.47亿元。近三年,累计派现0.00元。 机构持仓方面,截止2025年9月30日,中南文化十大流通股东中,香港中央结算有限公司位居第九大流 通股东,持股921.49万股,相比上期减少612.64万股。 责任编辑:小浪快报 融券方面,中南文化12月19日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00 元;融券余量10. ...
西部材料:连续两日股价涨幅偏离值累计超20% 提示风险
Xin Lang Cai Jing· 2025-12-21 07:38
西部材料公告称,公司股票于2025年12月18日、19日连续两个交易日收盘价格涨幅偏离值累计超20%, 属于异常波动。公司前期信息无更正、补充,经营正常,内外部环境无重大变化,公司及控股股东无应 披露未披露重大事项,波动期间控股股东未买卖公司股票。公司提示风险,指定信息披露媒体为《中国 证券报》等,提醒投资者理性投资。 ...
研判2025!中国铜靶材行业政策、产业链、市场规模、竞争格局及前景展望:半导体产业发展提速,推动铜靶材规模增长至25.15亿元[图]
Chan Ye Xin Xi Wang· 2025-12-20 03:31
Industry Overview - The copper target industry is crucial for the vacuum coating process, primarily used in semiconductor manufacturing, flat panel displays, and solar photovoltaic applications [1][4] - The market size of China's copper target industry is projected to grow from 1.207 billion yuan in 2019 to 2.515 billion yuan in 2024, with a compound annual growth rate (CAGR) of 15.81% [1][13] - The demand for high-performance targets is increasing due to advancements in semiconductor technology and the expansion of market scale [1][12] Market Dynamics - The semiconductor industry is a key application area for copper targets, with the market size expected to grow from 2,638.573 billion yuan in 2015 to 4,734.473 billion yuan in 2024, reflecting a CAGR of 6.71% [12] - The domestic sputtering target market reached 39.5 billion yuan in 2022, with a year-on-year growth of 6.76%, and is projected to further increase to 46.7 billion yuan in 2024, growing by 8.35% [12][13] Production Methods - Copper target production methods include melting and casting, powder metallurgy, and deposition techniques, each with specific processes to ensure high purity and quality [6][8] - The purity of copper targets is critical, with requirements for ultra-high purity levels (6N or higher) to meet the demands of advanced semiconductor processes [14][16] Industry Policies - The Chinese government has implemented policies to promote technological innovation and ensure the security of the copper target industry, including the "Standard Enhancement Action Plan" for key strategic materials [9][10] - Specific performance requirements for high-purity copper targets have been established, including purity levels, density, and impurity content [9] Competitive Landscape - The copper target industry in China features a mix of foreign and domestic companies, with foreign firms like JX Nippon Mining & Metals and Honeywell leading in high-end markets [14] - Domestic companies such as Jiangfeng Electronics and Aishi Innovation are rapidly advancing through technology investments and capacity expansion, aiming to increase their market share [14][15] Future Trends - The industry is moving towards higher purity and composite functionality in copper targets to meet stringent requirements for semiconductor applications [18] - There is a growing demand for larger and more complex target shapes to accommodate advancements in semiconductor and display technologies [17] - Sustainable manufacturing practices and recycling systems are becoming essential, focusing on reducing energy consumption and enhancing material recovery [18]
贵州钢绳股份有限公司2025年第二次临时股东大会决议公告
证券代码:600992 证券简称:贵绳股份公告编号:2025-042 贵州钢绳股份有限公司 2025年第二次临时股东大会决议公告 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法律责任。 重要内容提示: ● 本次会议是否有否决议案:无 一、会议召开和出席情况 (一)股东大会召开的时间:2025年12月19日 (二)股东大会召开的地点:贵州钢绳股份有限公司五楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: ■ (四)表决方式是否符合《公司法》及《公司章程》的规定,大会主持情况等。 本次股东大会由公司董事会召集,董事长马显红先生主持,会议由现场投票结合网络投票的表决方式召 开,会议的召集、召开和表决程序符合《公司法》及《公司章程》的规定。 二、议案审议情况 (一)非累积投票议案 1、议案名称:关于签订《异地技改整体搬迁项目货币补偿协议(一)》暨关联交易的议案 审议结果:通过 表决情况: ■ 2、议案名称:关于取消监事会并修订《公司章程》的议案 审议结果:通过 (五)公司董事、监事和董事会秘书的出席情况 3、董事 ...