一、担保情况概述 安徽楚江科技新材料股份有限公司（以下简称"公司"或"楚江新材"）分别于2025年3月15日和2025年4月 11日召开的第六届董事会第三十二次会议和2024年年度股东大会，审议通过了《关于为子公司及孙公司 申请银行授信额度提供担保的议案》，同意公司为子公司及孙公司向商业银行申请授信额度提供合计不 超过1,080,000.00万元连带责任担保。其中： 1、公司为本次被担保方全资子公司安徽楚江高精铜带有限公司（以下简称"楚江高精铜带"）向商业银 行申请授信额度提供合计不超过275,000万元连带责任担保。 2、公司为本次被担保方全资子公司清远楚江高精铜带有限公司（以下简称"清远高精铜带"）向商业银 行申请授信额度提供合计不超过145,000万元连带责任担保。 | 图目 | 2034 4 12 H H H ( Sattle) | 2025年9月30日(米空出计) | | | --- | --- | --- | --- | | 盛中更新 | | 137,113,18 | 216,072(6) | | 价值总额 | | 82,182.26 | 158,206.75 | | 冷却严 | | 54,930 ...

Group 1 - The company, Haomei New Materials, plans to raise up to 1.897 billion yuan through a private placement of A-shares, targeting no more than 35 qualified investors and a maximum issuance of 74.9255 million shares [1] - The raised funds will be allocated to five major projects, including 554 million yuan for expanding production capacity of high-performance aluminum profiles and components in South China, 479 million yuan for a similar project in East China, 560 million yuan for working capital, 157 million yuan for a research and innovation center, and 147 million yuan for smart technology upgrades at the South China production base [1] Group 2 - The company has a history of changing the use of previously raised funds, with the last fundraising totaling approximately 1.403 billion yuan, which included multiple adjustments to project allocations [2] - Notably, 298 million yuan, or 21.21% of the previous fundraising total, was reallocated, including changes from a high-end energy-saving system project to automotive lightweight technology upgrades [2] - The company’s previous projects have not met expected profitability, with the aluminum alloy new material project promising a net profit of 82.843 million yuan but only achieving 71.82 million yuan by September 2025, and the revised project for aluminum alloy processing promising 44 million yuan but only realizing 47.9379 million yuan, affected by increased market competition and reduced processing fees [2]

借助铸造铝合金期货及期权工具 但同时，公司也面临原料价格波动频繁、成本控制难度较大等挑战，企业急需通过金融工具锁定成本、 稳定经营。在这个过程中，如何更好地实现期现融合发展，成为光华铝业高质量发展面临的重要课题。 此外，为充分发挥期货注册品牌的优势，华安期货积极推动光华铝业引入"期货价格+升贴水"的基差销 售模式，以期货价格为定价基准，提高产品周转率，实现销售渠道多元化布局，巩固企业在产业链中的 地位。 针对光华铝业的风险管理需求，华安期货在太湖县政府及上期所的大力支持下，启动了"华安期货服 务'专精特新'神州行——走进光华铝业"专项系列活动，开展了多场定制化培训、实地调研等工作。 一方面，围绕铸造铝合金期货基础知识、有色金属企业风险管理策略、交割品牌作用及申请流程等内 容，面向光华铝业开展专题培训交流，助力企业从理论层面构建起完善的风险管理框架，为后续参与期 货市场奠定坚实基础。 另一方面，投研团队实地考察光华铝业生产车间，深入了解再生铝合金制造工艺及生产流程。光华铝业 作为当地再生铝资源回收加工的龙头企业之一，随着国家对循环经济产业支持力度的加大，生产规模稳 步扩张，但在生产工艺上始终追求卓越，通过引入铝 ...

Core Viewpoint - Haomei New Materials (SZ 002988) announced the convening of its fifth board meeting on November 17, 2025, to discuss the proposal for the third extraordinary shareholders' meeting of 2025 [1] Group 1: Company Financials - For the first half of 2025, Haomei New Materials reported that aluminum profile sales accounted for 91.12% of its revenue, while window and curtain wall sales made up 8.46%, and other sales contributed 0.42% [1] - As of the announcement, Haomei New Materials has a market capitalization of 10.4 billion yuan [1]

每经AI快讯，东阳光（SH 600673，收盘价：20.93元）11月17日晚间发布公告称，公司于近日收到控股 股东之一致行动人宜昌药业股份的通知，获悉其将其持有的公司部分无限售流通股进行了质押，本次质 押2000万股。控股股东之一致行动人宜昌东阳光药业股份有限公司持有公司股份约5.45亿股，占公司总 股本的18.11%；截至本次股份质押完成后，宜昌药业股份持有公司股份累计质押数量约为5.1亿股，占 其持股数量的93.51%。截至本公告披露日，公司控股股东深圳市东阳光实业发展有限公司累计质押股 数数量约为5.42亿股，占其持股数量的87.37%；控股股东及其一致行动人累计质押股数数量约为12.32 亿股，占其合计持股数量的77.49%。 （记者 王晓波） 截至发稿，东阳光市值为630亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访尹艳林：让有钱且愿消费的人顺利消费；个税起征点可 提高，最高边际税率可下调，让有关群体少缴税、多收入 2025年1至6月份，东阳光的营业收入构成为：高端铝箔占比40.81%，化工新材料占比27.63%，电子元 器件占比25.4%，其他业务占比2.63%，能源材料占 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - In October 2025, the macro - economy showed characteristics of "stable production, slow demand, and declining investment", with year - on - year readings slightly lower than market expectations. The economy is undergoing a transformation from traditional real estate and infrastructure to emerging industries, high - end manufacturing, and service consumption [1][7]. - For the bond market, due to the diminishing effect of traditional drivers (real estate and infrastructure), the potential economic growth rate is declining. New drivers are still being cultivated and cannot fully offset the decline of traditional sectors. In the short term, with inflation under control and the central bank's supportive monetary policy, the risk of significant bond market adjustment is relatively controllable, and the 10 - year Treasury bond yield is expected to fluctuate around 1.8% [2][8]. 3. Summary by Relevant Catalogs 3.1 10 - month Economic Data: Total Slowdown and Kinetic Energy Switch - **Economic Growth Characteristics**: In October 2025, the macro - economy featured "stable production, slow demand, and declining investment", with year - on - year readings slightly lower than market expectations. The endogenous economic growth momentum needs to be restored [1][7]. - **Structural Highlights**: - **Industrial Upgrade**: From January to October 2025, the added value of above - scale equipment manufacturing increased by 9.5% year - on - year, accounting for 36.1% of above - scale industries and contributing 58.7% to the growth of above - scale industrial added value [1][7]. - **High - tech Investment**: Investment in high - tech fields such as new energy, new materials, and artificial intelligence expanded rapidly. From January to October, investment in the aviation, spacecraft, and equipment manufacturing industry increased by 19.7% year - on - year, and investment in the information service industry increased by 32.7%. After excluding real estate development investment, national fixed - asset investment and private investment turned positive, with growth rates of 1.7% and 0.2% respectively [1][8]. - **New Market Demand**: From January to October, online retail sales increased by 9.6% year - on - year. Upgraded consumer goods sold well, and service retail sales increased by 5.3%. Retail sales of cultural, sports, and leisure services, as well as tourism consulting and leasing services, maintained double - digit growth [1][8]. 3.2 Industrial Production Remained Stable, with High - end Manufacturing Still Prominent - **Overall Industrial Production**: In October, the added value of above - scale industries increased by 4.9% year - on - year, with a 1.6 - percentage - point decline from the previous month. From January to October, the cumulative growth was 6.1%. The service production index in October increased by 4.6% year - on - year, a 1 - percentage - point decline from the previous month [10]. - **Industry - Specific Performance**: In October, the year - on - year growth rates of the automobile and transportation equipment industries rebounded significantly compared to the previous month, while those of the pharmaceutical and non - ferrous metal processing industries declined significantly [12]. - **New Kinetic Energy**: The upgrading of the manufacturing industry continued to drive industrial resilience. In October, the added value of the equipment manufacturing industry increased by 8.0% year - on - year, and that of the high - tech manufacturing industry increased by 7.2%, 3.1 and 2.3 percentage points faster than the overall above - scale industrial added value respectively. The output of emerging products such as 3D printing equipment, new energy vehicles, and industrial robots increased rapidly [13]. 3.3 Consumption Recovery was Moderate, with Service Consumption Better than Goods - **Overall Consumption**: In October, the growth rate of social consumer goods retail sales slowed slightly to 2.9%, a 0.1 - percentage - point decline from the previous month. Among them, commodity retail increased by 2.8% year - on - year, a 0.5 - percentage - point decline from the previous month, while catering revenue increased by 3.8% year - on - year, a 2.9 - percentage - point increase from the previous month [16]. - **Consumption Structure**: Upgraded consumption performed well, and service consumption maintained resilience. In October, rural consumption grew by 4.1%, faster than urban consumption. However, the transmission of consumption policies to end - demand needs further observation due to the constraints of income expectations and housing price wealth effects on consumption willingness [21][23]. 3.4 Investment Growth Continued to Decline, with Manufacturing Standing Out - **Overall Investment**: From January to October, fixed - asset investment increased by - 1.7% year - on - year, a 1.2 - percentage - point decline from January to September. The investment structure showed "stable manufacturing, declining infrastructure, and real - estate drag", with only manufacturing investment maintaining positive growth [24]. - **Manufacturing Investment**: From January to October, manufacturing investment increased by 2.7% year - on - year. Equipment purchase investment remained resilient, with a 13% year - on - year increase from January to October, 14.7 percentage points higher than total investment. However, under the guidance of the "anti - involution" policy, the investment motivation of some enterprises may decline in the short term [26]. - **Infrastructure Investment**: The cumulative year - on - year growth rate of infrastructure investment (excluding electricity) was - 0.1%, with a further decline in growth. Traditional infrastructure construction slowed down, and the construction industry's prosperity level declined. In addition, the issuance of new special bonds in October was slow, and the capital availability of some projects might not meet expectations [27]. - **Real Estate Investment**: The cumulative year - on - year growth rate of real estate investment was - 14.7%, with an increasing negative impact. The decline in real estate sales area and sales volume widened, and the real estate market was still "trading at a lower price for higher volume". Follow - up real estate relaxation policies may need to be actively implemented [28].

（文章来源：证券日报） 证券日报网讯 11月14日晚间，福蓉科技发布公告称，公司于2025年7月30日召开第三届董事会第二十四 次会议、2025年8月27日召开2025年第二次临时股东大会，审议通过了《关于变更注册资本、修订及取 消监事会的议案》。近日，公司已完成本次变更注册资本的工商登记及《公司章程》备案手续，并取得 了由成都市市场监督管理局换发的营业执照。 ...

Group 1: Trade Growth - The total import and export volume of Changji Prefecture from January to September increased by 42.5% year-on-year, with exports growing by 47.3% and imports by 24.2% [1] - Changji Prefecture is positioned as an important hub on the New Silk Road, promoting open and win-win cross-border trade [1] Group 2: Support for Enterprises - The establishment of the "Chimkent Overseas Warehouse" and "China-Kazakhstan (Chimkent) Industrial Park" in Kazakhstan aims to facilitate the "going out" strategy for enterprises, integrating production and cross-border trade [2] - The local tax authority provides personalized guidance and dynamic risk alerts to support enterprises in navigating cross-border tax issues [2] Group 3: Financial Support and Tax Policies - Xinjiang New Aluminum Industry Co., Ltd. has established sales subsidiaries in Kazakhstan and received over 8 million yuan in export tax rebates, enhancing its market competitiveness [3] - The tax authority has optimized the export tax rebate process, implementing measures like "reporting and reviewing simultaneously" and "paperless tax filing" to facilitate enterprise operations [3] Group 4: Credit Value Enhancement - Xinjiang Lanshan Tunhe Energy Co., Ltd. leverages its A-level tax credit status to streamline its international market expansion, ensuring compliance in all operational processes [4] - The tax authority has implemented a mechanism to assist enterprises in correcting non-compliance issues and provides a "green channel" for A-level taxpayers, enhancing the overall efficiency of tax services [4]

截至发稿，孔宪政累计任职时间4年354天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 90.96%， 任职期间最差基金回报-16.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，诺安基金旗下1只基金位居锐新科技十大流通股东。诺安多策略混合A（320016）三季度新 进十大流通股东，持有股数94.23万股，占流通股的比例为0.75%。根据测算，今日浮盈赚取约80.1万 元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模18.55亿。今年以来收益76.48%，同类 排名232/8140；近一年收益70.64%，同类排名183/8056；成立以来收益240.6%。 诺安多策略混合A（320016）基金经理为孔宪政。 11月14日，锐新科技涨5.12%，截至发稿，报17.45元/股，成交5725.60万元，换手率2.67%，总市值 29.04亿元。 资料显示，天津锐新昌科技股份有限公司位于天津新技术产业园区华苑产业区(环外) ...

Group 1 - A new company named Qinghai Xueyu Jishan Trading Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Wang Bin [1] - The company's business scope includes wholesale and retail of various arts and crafts, excluding ivory and its products, as well as trading in non-ferrous metals and agricultural products [1] Group 2 - The company is involved in the manufacturing and processing of non-ferrous metal alloys and has a range of services related to agricultural products [1] - It also engages in domestic trade agency, import and export of goods, and wholesale of hardware products [1] - The company has specific licensed activities such as road cargo transportation and food sales, which require approval from relevant authorities [1]