1月21日，省政协主席周波来到阜新市和朝阳市，深入所联系企业走访调研，实地察看企业生产经 营情况，听取企业意见建议，并看望部分省政协委员。 阜新万达铸业有限公司是一家专注高端轻合金零部件研发生产的国家级"专精特新"重点小巨人企 业。周波来到该公司，走进车间厂房，详细了解产品研发、市场销售、人才使用等情况。得知企业作为 民营企业代表参与多项国家行业标准的起草工作，且产品广泛应用于航空航天、磁浮列车等领域，周波 表示赞许。他勉励企业进一步开放视野，持续加大创新力度，充分发挥单项冠军优势，不断拓展高端市 场。 座谈中，企业负责人围绕解决初创企业融资难题等提出意见建议，周波认真记录并逐一回应。他强 调，各地各部门要持续优化营商环境，主动靠前、敢于担当，真正想企业之所想、急企业之所急，强化 要素保障，加大金融支撑，以优质高效服务激发企业发展活力。要合力破解企业反映的具体问题，举一 反三，推动解决一批共性问题，引导企业坚定发展信心，脚踏实地、敢想敢干、持续创新，为辽宁全面 振兴新突破贡献更大力量。 周波在阜新看望部分省政协委员，面对面征求大家对政协工作的意见建议。在认真听取委员们的发 言后，周波对各位委员立足本职岗位积极 ...

Core Viewpoint - The rising prices of various bulk raw materials are putting pressure on downstream companies, prompting them to announce plans for commodity futures hedging to mitigate the impact of price fluctuations and ensure product profitability [1][4]. Market Performance - Since 2025, the prices of bulk raw materials have shown a trend of oscillating upward, with significant increases in key manufacturing materials such as copper and aluminum. In 2025, the spot copper price increased by 34.34%, and as of January 14, 2026, the London Metal Exchange (LME) copper price reached a historical high of $13,407 per ton, while domestic copper futures also surpassed 100,000 yuan per ton. Aluminum prices have similarly surged, with the main contract on the Shanghai Futures Exchange breaking through 25,000 yuan per ton, setting a new record [5][6]. Causes of Price Increase - The recent rise in prices for non-ferrous metals and bulk raw materials is attributed to a combination of supply and demand factors, policy influences, and market expectations. Supply constraints are due to environmental regulations, capacity repairs, and green transitions, while demand is driven by the recovery of global manufacturing and rapid growth in emerging industries such as new energy vehicles and energy storage. Additionally, ongoing growth stabilization policies and a relatively loose international liquidity environment support price increases [5][6]. Corporate Hedging Activities - In response to the ongoing price volatility, there is a noticeable increase in the willingness of listed companies to engage in hedging to "lock in costs." Since 2026, nearly 20 manufacturing companies have announced plans to conduct commodity futures hedging, covering various materials including copper, aluminum, stainless steel, and lithium carbonate. For instance, Shuangliang Energy Systems Co., Ltd. announced plans to engage in futures investment to stabilize production costs affected by raw material price fluctuations [6][7]. Trend in Risk Management - The trend of engaging in hedging activities reflects an enhanced awareness of risk management among companies. By locking in future raw material procurement costs or product sales prices, companies can effectively hedge against market price fluctuations, helping them stabilize costs and profit expectations in uncertain markets. The core goal of hedging remains "stabilizing operations" rather than "seeking profits," with a focus on matching hedging ratios and durations [7][8]. Future Outlook - As raw material prices remain high, it is expected that companies will adopt more systematic and refined approaches to managing price fluctuations. This includes optimizing combinations of futures and options tools, enhancing supply chain collaboration, and upgrading technology to increase product added value, thereby strengthening operational resilience [7].

证券日报网讯1月21日，金田股份（601609）在互动平台回答投资者提问时表示，公司截至2026年1月20 日的股东总户数为139935户。 ...

(本文来自第一财经) 中超控股在互动平台表示，公司孙公司江苏精铸致力于航空航天、舰船燃机、医疗等方面的高温合金精 密铸件，形成了自主可控的精密成型技术体系，已为航天科工火箭、上海空间推进研究所等单位提供航 天火箭发动机高温合金精密铸件。近期，公司还接到某火箭单位40套推力室顶盖毛坯订单。 ...

Core Viewpoint - Zhit New Materials (300986) is considering applying for a trading suspension again due to abnormal stock price fluctuations, having already experienced a 211.27% increase in stock price from January 5 to January 21, 2026, making it the top-performing stock in A-shares for 2026 [1][2]. Group 1: Company Performance - For the year 2024, Zhit New Materials reported a revenue of 2.526 billion yuan and a net profit attributable to shareholders of 73.6951 million yuan [1]. - In the first three quarters of 2025, the company achieved a revenue of 2.023 billion yuan and a net profit of 118 million yuan [1]. - The company's main business includes the research, production, and sales of aluminum molds, protective platforms, and prefabricated components, with no changes reported in its operations [1]. Group 2: Stock Market Metrics - As of January 21, 2026, Zhit New Materials' stock price closed at 34.8 yuan per share, giving it a market capitalization of 14.3 billion yuan [3]. - The latest rolling price-to-earnings (P/E) ratio for Zhit New Materials is 108.43, while the price-to-book (P/B) ratio is 6.73, indicating significant differences compared to the industry averages of 39.14 for P/E and 3.20 for P/B [2].

Core Viewpoint - The company, Jintong Tianyu, focuses on the research, production, and sales of precision metal components and new energy storage products, with a significant emphasis on the growing demand from AI data centers [1] Group 1: Business Overview - The main business of the company includes precision metal components and new energy storage products [1] - The company's electrical precision components are widely used in data centers and new energy sectors [1] Group 2: Market Trends - The demand for data centers is rapidly expanding due to the AI intelligence revolution, reshaping the infrastructure landscape in North America [1] - AI data centers are becoming a core carrier of technological competition [1] Group 3: Future Plans - The company aims to design and develop reliable and efficient distribution devices for high-value clients in the AI data center market to support microgrids and high-density AI clusters [1] - The company plans to further explore market demand and actively engage in technological innovation to quickly respond to and meet market needs [1]

Core Viewpoint - The company, Jintong Tianyu, focuses on the research, production, and sales of precision metal components and new energy storage products, with a significant emphasis on the growing demand from AI data centers [1] Group 1: Business Overview - The main business of the company includes precision metal components and new energy storage products [1] - The company's electrical precision components are widely used in data centers and new energy sectors [1] Group 2: Market Trends - The demand for data centers is rapidly expanding due to the AI intelligence revolution, reshaping the infrastructure landscape in North America [1] - AI data centers are becoming a core carrier of technological competition [1] Group 3: Future Plans - The company aims to design and develop reliable and efficient distribution devices for high-value clients in the AI data center market to support microgrids and high-density AI clusters [1] - The company plans to further explore market demand and actively engage in technological innovation to quickly respond to and meet market needs [1]

Core Viewpoint - The stock of Zhite New Materials has experienced a significant increase of 211.27% from January 5 to January 21, 2026, leading to a potential application for a trading suspension due to abnormal price fluctuations [2]. Financial Performance - In 2024, Zhite New Materials reported a revenue of 2.526 billion yuan and a net profit attributable to shareholders of 73.6951 million yuan [3]. - For the first three quarters of 2025, the company achieved a revenue of 2.023 billion yuan and a net profit of 118 million yuan [3]. - The company's revenue primarily comes from its main products, including aluminum molds, protective platforms, and prefabricated components [3]. Stock Performance and Valuation - As of January 21, 2026, Zhite New Materials' stock price was 34.8 yuan per share, with a market capitalization of 14.3 billion yuan [4]. - The latest rolling price-to-earnings (P/E) ratio for Zhite New Materials is 108.43, while the price-to-book (P/B) ratio is 6.73 [3]. - In comparison, the average P/E ratio for the metal products industry is 39.14, and the average P/B ratio is 3.20, indicating a significant disparity in valuation [3].

Core Viewpoint - The company, Zhongchao Holdings (002471.SZ), is actively engaged in the production of high-temperature alloy precision castings for aerospace, marine engines, and medical applications, showcasing its self-controlled precision forming technology system [1] Group 1: Company Developments - The subsidiary, Jiangsu Jingzhu, has successfully provided high-temperature alloy precision castings for aerospace rocket engines to organizations such as Aerospace Science and Industry Corporation and Shanghai Space Propulsion Research Institute [1] - Recently, the company received an order for 40 sets of thrust chamber top cover blanks from a rocket unit, indicating a growing demand for its products in the aerospace sector [1]

格隆汇1月21日丨中超控股(002471.SZ)在互动平台表示，公司孙公司江苏精铸致力于航空航天、舰船燃 机、医疗等方面的高温合金精密铸件，形成了自主可控的精密成型技术体系，已为航天科工火箭、上海 空间推进研究所等单位提供航天火箭发动机高温合金精密铸件。近期，公司还接到某火箭单位40套推力 室顶盖毛坯订单。 ...