格隆汇2月4日丨万顺新材(300057.SZ)在投资者互动平台表示，在铝加工业务领域，基于市场供需及行 业反内卷的推进，公司部分电池铝箔产品加工费今年有所提升，同时，公司持续推动铝箔产品创新、工 艺升级，自主开发的高延伸电池铝箔已稳定批量供货，高达因电池铝箔已进入小批量供应阶段，增强了 公司铝加工业务的发展后劲；在功能性薄膜业务领域，公司重点推进高阻隔膜在单一材质可回收包装市 场的应用、拓展汽车调光天幕用导电膜等市场，培育了功能性薄膜业务增长动能，为公司业务长期稳定 发展奠定基础。公司将进一步优化业务结构，拓展高附加值产品市场，深入推进提质、降本、增效，争 取提升经营业绩。 ...

招聘会现场还设置了政策宣传服务专区、创业推介专区、技能展示专区等，为群众讲解就业创业、社会 保障、技能培训、劳动维权等方面知识，并让群众近距离体验技能培训项目。市民李丹体验了技能培训 项目，她计划系统学习育婴师专业技能、考取职业证书，凭借专业能力扎根育婴行业。 据悉，2026年春风行动暨就业援助季活动期间，全市将集中开展"送政策、送服务、送岗位、送温暖"专 项行动，计划举办职业技能培训、政策宣讲及职业指导活动100场以上，举办各类线上线下招聘会200场 以上，同时通过"点对点"送工等方式，把返乡群众、农民工等劳动者输送至企业和园区，助力企业复工 复产、稳产达产，以实打实的举措稳就业、促发展、惠民生，为全年就业工作开好局、起好步筑牢基 础。 本报讯（记者余秋兰）1月31日，南宁市启动2026年春风行动暨就业援助季活动。活动以"春风送岗促就 业，真情相助暖民心"为主题，聚焦登记失业人员、灵活就业人员、农村劳动者、返乡农民工、脱贫人 口等重点群体，以及有用工需求的各类用人单位，通过畅通就业渠道、提供优质就业服务，助力稳岗就 业。活动将持续至3月底。 当天，由南宁市人力资源和社会保障局、邕宁区政府等10家单位联合主办 ...

Group 1 - Ningbo Fubon experienced a stock price increase of 5.25%, reaching 17.63 CNY per share, with a trading volume of 1.23 billion CNY and a turnover rate of 5.45%, resulting in a total market capitalization of 2.358 billion CNY [1] - Ningbo Fubon Precision Industry Group Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on December 20, 1981. It was listed on November 11, 1996. The company's main business includes the production, processing, and sales of aluminum profiles, as well as warehousing and trading services for aluminum casting rods. The revenue composition is 99.87% from product sales and 0.13% from operating leases [1] Group 2 - Morgan Fund has one fund heavily invested in Ningbo Fubon. The Morgan Dynamic Multi-Factor Mixed A Fund (001219) reduced its holdings by 18,100 shares in the fourth quarter, now holding 60,800 shares, which represents 0.95% of the fund's net value, ranking as the sixth-largest holding. The estimated floating profit today is approximately 53,500 CNY [2] - The Morgan Dynamic Multi-Factor Mixed A Fund (001219) was established on June 2, 2015, with a current scale of 88.8959 million CNY. Year-to-date returns are 11.66%, ranking 1792 out of 8866 in its category; the one-year return is 43.89%, ranking 2924 out of 8126; and since inception, the return is 33.53% [2] Group 3 - The fund manager of Morgan Dynamic Multi-Factor Mixed A Fund (001219) is Hu Di, who has been in the position for 5 years and 24 days. The total asset scale under management is 24.884 billion CNY, with the best fund return during the tenure being 69.06% and the worst being -33.06% [3]

在镇江经开区航空航天产业园内，新项目建设的节奏同样紧张。安大特种材料等温锻造生产线建设 项目正稳步推进，现场3个深约8米的巨型基坑是后续设备安装的基础。预计125兆牛（MN）大型装备 将于2026年3月进场安装，整体土建工程将于同年8月底竣工。该生产线配备32台（套）先进设备，涵盖 自动喷砂、自动涂覆、制坯、特种等温锻造、热处理及机加工等关键环节，并集成智能物流系统，实现 航空发动机用粉末高温合金盘件从锻造到成品的全流程自动化生产。 项目现场人员介绍，该生产线建成后将填补国内在特种材料等温锻造技术领域的空白，显著提升航 空发动机新材料锻件的研制质量与批次稳定性，进一步推动我国在粉末合金、钛铝、复合材料等航空发 动机关键材料方面的研发与制造能力迈上新台阶。 镇江经开区紧扣国家战略部署，将新能源、新材料、航空航天及低空经济、生物医药及大健康产业 确立为全区四大主导产业，全力构建现代化产业体系。站在"十五五"开局的新起点，经开区正以"攀高 比强"的锐气锻造发展筋骨，以"勇挑大梁"的志气强化使命担当，全局聚焦主责主业，持续以科技创新 驱动产业升级，扎实推动经济高质量发展，为区域实现高水平科技自立自强和现代化产业体系建 ...

Core Viewpoint - The company has been recognized as a leading player in the aluminum processing industry in China, consistently ranking in various national and regional lists, while also facing challenges due to external market pressures and policy changes [1][4][5]. Group 1: Company Achievements - The company has been included in the "Top 500 Chinese Enterprises" for eight consecutive years, ranking 330th in 2024 [1]. - It has been selected for the "Fortune China 500" list for three consecutive years, ranking 230th in 2025 [1]. - The company has been recognized as a top performer in the Shandong private enterprise sector, ranking 15th in 2025, and is also listed among the top 500 manufacturing enterprises in China [1]. Group 2: Industry Analysis - The domestic aluminum market is experiencing a slowdown in demand and intensified competition, with a reported production of 32.768 million tons in the first half of 2025, a year-on-year decrease of 1.46% [4]. - The U.S. has imposed differentiated tariffs ranging from 10% to 50% on major trading partners starting August 1, 2025, affecting key sectors including new energy and automotive [4]. - The cancellation of export tax rebates for aluminum and copper products effective December 1, 2024, is expected to increase export costs and suppress export enthusiasm, leading to a 10.1% year-on-year decline in aluminum exports to 2.7004 million tons in the first half of 2025 [5]. Group 3: Foreign Investment Progress - The company has received necessary approvals and certificates from various regulatory bodies in Beijing for its overseas investment projects in Mexico [6][8]. - The investment will be executed through wholly-owned subsidiaries, Drayton Management Limited and Gloucester Management Limited, which will establish two companies in Mexico focused on automotive lightweight aluminum alloy materials [8]. Group 4: Investment Objectives and Impact - The investment aims to enhance the company's international competitiveness and solidify its market position in the automotive lightweight supply chain [9]. - The project is expected to expand the company's overseas market presence and deepen strategic partnerships with global clients, thereby increasing market share in the automotive lightweight aluminum sector [9][11]. - This investment aligns with the company's long-term development strategy and is anticipated to have a positive impact on future operations by leveraging Mexico's automotive industry advantages [11].

Core Viewpoint - Yunnan Province is leveraging its resources, industrial parks, and ports to accelerate economic development and enhance its industrial strength, creating a robust support system for economic transformation and high-quality growth [1]. Resource Empowerment and Industrial Quality Improvement - Yunnan has become a significant flower production area in China, with an annual output of over 20 billion fresh-cut flowers, accounting for 70% of the national market [2]. - The export value of Yunnan's fresh-cut flowers is projected to reach 1.22 billion yuan by 2025, marking a 60.5% year-on-year increase, maintaining the top position in national exports for seven consecutive years [2]. - Yunnan's unique geographical advantages have also led to the dominance of its tea, flower, nut, coffee, traditional Chinese medicine, and natural rubber industries, with coffee cultivation area accounting for 99% of the national total [4]. - The green aluminum production line in Yunnan's Heqing Industrial Park is expected to produce 432,600 tons of electrolytic aluminum with a value exceeding 8 billion yuan by 2025, with carbon emissions 15% lower than the industry average [4][5]. Industrial Park Aggregation Driving Strength - Yunnan is promoting the "three major economies" through industrial parks, enhancing the development of key industries and achieving industrial chain integration [6]. - The newly established Hushang Linport Kunming Science and Technology City has attracted 144 enterprises, focusing on advanced manufacturing, biomedicine, industrial internet, and new materials [8]. - The Anning High-tech Industrial Development Zone has seen significant growth in its economy, focusing on petrochemicals, metallurgy, and new energy, with its industrial output ranking among the top in the province [9]. Port Hub Reshaping Industrial Landscape - Yunnan's geographical location allows it to develop a port economy, transitioning from traditional "channel economy" to a comprehensive "port hub economy" that integrates logistics, trade, processing, and services [10]. - The Hekou Port is projected to handle 6.42 million inbound and outbound passengers and 4.3152 million tons of import and export goods by 2025, with respective year-on-year growth of 12% and 4.5% [12]. - The Menghan Port has become a crucial hub for goods and personnel, with a projected 19.51 million passengers and 24.48 million tons of goods transported by 2025, reflecting a 2.1% and 24.6% increase respectively [13].

重大资产重组预案发布。 永杰新材（603271）1月25日晚间公告称，公司拟以支付现金方式购买奥科宁克（中国）投资有限公司 持有的奥科宁克（秦皇岛）铝业有限公司（简称"奥科宁克秦皇岛"）100%股权和奥科宁克（昆山）铝 业有限公司（简称"奥科宁克昆山"）95%股权（合称"标的公司"）。 根据交易对方提供的资料初步判断，标的公司2024年度营业收入占上市公司营业收入的比例高于50%， 本次交易预计达到《重组管理办法》规定的重大资产重组标准，预计构成上市公司重大资产重组。 公告称，上市公司专业从事铝板带箔的研发、生产与销售，产品主要应用于锂电池、电子电器、车辆轻 量化和新型建材等下游产品或领域。上市公司坚持高端、智能与绿色的高质量发展思路，通过高端产品 的不断推出，智能化、绿色化生产过程的不断升级，有效促进了公司经营规模的提升、抗风险能力和持 续经营能力的增强。高端化方面，目前公司已涉足锂电池电芯基础材料、电子电器阳极氧化料、热管理 材料等领域的高端产品。本次交易标的所处行业、主营业务与上市公司相同，本次交易完成后，上市公 司产能将得到快速、显著的提升，规模效应将显著增加。标的公司前身均为美国铝业在华核心制造基 ...

重大资产重组预案发布。 永杰新材（603271）1月25日晚间公告称，公司拟以支付现金方式购买奥科宁克（中国）投资有限公司 持有的奥科宁克（秦皇岛）铝业有限公司（简称"奥科宁克秦皇岛"）100%股权和奥科宁克（昆山）铝 业有限公司（简称"奥科宁克昆山"）95%股权（合称"标的公司"）。 综合自：公司公告 责编：李丹 校对：苏焕文 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 根据交易对方提供的资料初步判断，标的公司2024年度营业收入占上市公司营业收入的比例高于50%， 本次交易预计达到《重组管理办法》规定的重大资产重组标准，预计构成上市公司重大资产重组。 公告称，上市公司专业从事铝板带箔的研发、生产与销售，产品主要应用于锂电池、电子电器、车辆轻 量化和新型建材等下游产品或领域。上市公司坚持高端、智能与绿色的高质量发展思路，通过高端产品 的不断推出，智能化、绿色化生产过程的不断升级，有效促进了公司经营规模的提升、抗风险能力和持 续经营能力的增强。高端化方面，目前公司已涉足锂电池电芯基础材料、电子电器阳极氧化料、热管理 材料等领域的 ...

Core Viewpoint - Yongjie New Materials plans to acquire two assets from Aokeningke, which is expected to constitute a major asset restructuring [1][10]. Group 1: Acquisition Details - Yongjie New Materials intends to purchase 100% equity of Aokeningke (Qinhuangdao) Aluminum Co., Ltd. and 95% equity of Aokeningke (Kunshan) Aluminum Co., Ltd. [3][12]. - The total preliminary transaction price is estimated to exceed 1.2 billion RMB, equivalent to approximately 18 million USD, based on the exchange rate of 1 USD to 6.9929 RMB [3][12]. - The company will finance the transaction through its own and self-raised funds, with a cash balance of 678 million RMB as of the end of Q3 2025 [3][12]. Group 2: Strategic Cooperation - A strategic cooperation agreement has been signed between Yongjie New Materials and Aokeningke, focusing on global supply chain and capacity synergy, forward-looking technology cooperation, strategic capital collaboration, global market cooperation, and talent exchange and training [5][13]. - The collaboration aims to accelerate the research and application of high-performance aluminum alloy new materials in advanced fields, positively impacting industries such as new energy, high-end equipment, artificial intelligence, and robotics [5][13]. Group 3: Financial Performance and Risks - Aokeningke (Qinhuangdao) is projected to incur net losses of 94.35 million RMB in 2024, with a slight profit of 8.37 million RMB in 2025, while Aokeningke (Kunshan) is expected to generate profits of 88.66 million RMB in 2024 and 87.49 million RMB in 2025 [6][14]. - The financial indicators for Aokeningke (Qinhuangdao) show total assets of approximately 2.42 billion RMB and total liabilities of about 640 million RMB by the end of 2025 [7][15].

【导读】永杰新材拟收购奥科宁克两项资产，预计构成重大资产重组 中国基金报记者 闻言 1月25日晚间，永杰新材发布的重大资产购买预案显示，公司拟以支付现金的方式，购买奥科宁克（中 国）投资有限公司的两项资产，预计构成重大资产重组。 同日晚间，永杰新材发布公告称，公司已经与奥科宁克签订《战略合作协议》。奥科宁克是全球领先的 铝板、铝型材及创新建筑产品供应商，尤其在航空航天领域技术突出。 1月23日收盘，永杰新材股价报42.85元/股，涨幅达2.12%，总市值为84.29亿元。 永杰新材㊣ s [7 解答 603271 歐 注 L ▼ 今开 42.07 最高 42.93 最低 42.03 42.85 1.14亿 2.12% 0.89 换手☺ 6.82% 总手 26854 金额 总值⊙84.29亿 流值 16.87亿 市盈 0 20.49 童名 ◀) 年报预披露: 于2026-03-31披露2025年年报 分时 五日 日K 均线▼ MA5:42.16个 10:41.61个 20:41.65 ↓ | DK点 | | 前复权 44.75 <- 44.75 42.91 39.22 主力意愿 ▼ 解锁查看完整K线数据 546 ...