每经AI快讯，中欣氟材1月4日晚间发布公告称，公司第七届董事会第五次会议于2025年12月31日在杭 州湾上虞经济技术开发区经十三路五号浙江中欣氟材股份有限公司研发中心一楼视频会议室以现场结合 通讯表决的方式召开。会议审议了《关于公司2025年度以简易程序向特定对象发行股票方案论证分析报 告的议案》等文件。 （记者 张明双） 每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 ...

每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 每经AI快讯，万盛股份1月4日晚间发布公告称，截至2025年12月31日，公司已累计回购股份约38万 股，占公司总股本的比例为0.0649%，成交的最高价格为10.97元/股，成交的最低价格为9.71元/股，已 累计支付的总金额为人民币约401.89万元。 （记者 曾健辉） ...

东吴证券认为：天赐材料预计2025年归母净利润11~16亿元，同比增长127%~230%，业绩超出市场预 期。第四季度电解液出货量同比高增长，预计2026年出货量将超过100万吨，同比增长40%。电解液盈 利能力显著提升，六氟价格的上涨将对盈利产生显著影响。正极板块亏损缩窄，日化业务稳定贡献利 润。公司上调了2025-2027年的归母净利润预测，维持"买入"评级。 分业务来说： 1)电解液业务：2025年第四季度出货量同比高增长，预计2026年出货量将超过100万吨，同比增长 40%。 2)电解液盈利能力：2025年第四季度单吨净利显著提升，六氟价格的上涨将对盈利产生显著影响。 3)正极板块：亏损缩窄，预计2026年出货量20万吨，单吨盈利恢复至0.05-0.1万元。 4)日化业务：2025年第四季度预计贡献0.6亿元利润，预计2026年稳定增长。 （注：本文内容基于朝阳永续AI技术生成，文中相关盈利预测数据均来自朝阳永续盈利预测数据库） 风险提示：本文所示数据或案例仅供参考之用，不能作为未来投资依据。投资股票有风险，市场波动、 公司业绩、政策因素等都可能导致股票价格波动。请您在投资前充分了解相关信息，并根据 ...

格隆汇1月4日丨万盛股份(603010.SH)公布，因宏观经济形势、行业环境以及公司经营现状等原因，浙 江万盛股份有限公司全资子公司浙江神盛新材料有限公司（简称"浙江神盛"）拟申请退回台州湾经济开 发区地块（简称"目标地块"）的土地使用权。本次退回土地使用权事项将对公司2025年经营业绩产生影 响，预计减少净利润约为2062万元（未考虑所得税影响），占公司上一年度经审计归属于母公司股东净 利润的比例约为19.93%，同时在《<国有建设用地使用权出让合同>解除协议》生效后180个自然日内， 公司收回部分土地出让金7520万元及前期支付的填渣款925.725万元。具体会计处理及相关财务数据以 经会计师事务所审计的结果为准。 ...

万盛股份公告称，因宏观经济、行业环境及公司经营现状，其全资子公司浙江神盛拟申请退回台州湾经 济开发区地块土地使用权。该地块于2023年6月取得，因公司重新规划产能布局而一直未动工。此事项 已获董事会通过，无需股东会审议。预计减少公司2025年净利润约2062万元，占上一年度归母净利润比 例约19.93%。公司将在协议生效180个自然日内收回部分土地出让金7520万元及填渣款925.725万元。 ...

Core Viewpoint - The company is launching multiple projects to enhance its global production capacity and optimize its supply chain in the lithium-ion battery materials sector, including initiatives in the Middle East, Poland, and Tianjin [3] Group 1: Middle East Project - The company plans to invest approximately $260 million in a lithium-ion battery materials project in Saudi Arabia, with a construction area of about 300,000 square meters and a production capacity of 200,000 tons of carbonate solvents and 100,000 tons of ethylene glycol annually [4] - The project aligns with the China-Saudi "Belt and Road" cooperation and Saudi Arabia's "Vision 2030," benefiting from dual policy support and utilizing CO2 resource utilization technology to meet low-carbon development requirements [5] - The project aims to fill the local solvent production gap and leverage the company's mature technology and operational experience, ensuring profitability and enhancing the global supply chain [5] Group 2: Poland Project Phase II - The company is initiating a second phase of its lithium-ion battery materials project in Poland with a total investment of up to 200 million RMB, aiming to increase production capacity by 50,000 tons per year through technical upgrades [6] - The project will benefit from local EU policies supporting supply chain localization and is expected to enhance operational efficiency and service quality in response to growing market demand [6] - The second phase will operate in synergy with the existing facility, further filling the production capacity gap in the European market and improving the company's overseas revenue and profitability [6] Group 3: Tianjin Project Phase II - The company is increasing its investment in the Tianjin semiconductor chemicals and lithium battery materials project by 103 million RMB, raising the total investment to 320 million RMB to expand high-end production lines [7] - The additional investment will focus on constructing new production lines and acquiring core equipment, aimed at meeting the growing demand in the North China high-end electronic chemicals market [7] - The project is designed to optimize product structure and enhance capacity, aligning with the growth of strategic emerging industries in the region [7]

山东同大海岛新材料股份有限公司于2025年12月19日使用闲置自有资金8000万元购买上海证券交易所国 债逆回购品种，已到期的本金和收益全部收回。随后于2025年12月29日继续使用6000万元闲置自有资金 购买GC028国债逆回购，期限28天，年化收益率1.645%，资金可滚动使用。公司已建立内部管理制度， 确保资金安全。该事项经第六届董事会第十三次会议和第六届监事会第十二次会议审议通过，不影响公 司主营业务和财务状况。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：同大股份使用6000万元闲置自有资金购买GC028国债逆回购，期限28天，年化收 益率1.645%。 公司公告汇总：此前于2025年12月19日使用8000万元购买国债逆回购，到期本息已全部收回。 公司公告汇总：购买国债逆回购事项经董事会和监事会审议通过，不影响公司主营业务和财务状 况。 截至2025年12月31日收盘，同大股份（300321）报收于45.28元，较上周的46.33元下跌2.27%。本周， 同大股份12月29日盘中最高价报46.88元。 ...

Core Viewpoint - Changhua Chemical (301518) has shown a positive stock performance, closing at 35.57 yuan, a 2.74% increase from the previous week, with a total market capitalization of 4.986 billion yuan as of December 31, 2025 [1] Company Announcements - The company held its fourth board meeting on December 29, 2025, where it approved the estimated amount for daily related transactions for 2026, which is expected to be no more than 59.5 million yuan [2][3] - The related transactions will involve sales of products, procurement of goods, provision of services, and rental of properties with pricing based on market principles, ensuring no impact on the company's independence or shareholder interests [2][3] - The independent directors and the sponsor institution have approved the related transactions, which do not require submission to the shareholders' meeting for approval [2][3] Fundraising and Projects - Changhua Chemical has received approval from the China Securities Regulatory Commission for a simplified procedure to issue shares to specific investors, aiming to raise approximately 155.3 million yuan for the first phase of a carbon dioxide polyether project [4][5] - The share issuance will involve 5,291,311 shares at a price of 29.35 yuan per share, with the project expected to have an annual production capacity of 80,000 tons of carbon dioxide polyether [4][5]

Core Viewpoint - Jiaxian Co., Ltd. has received regulatory measures from the Anhui Securities Regulatory Bureau due to multiple violations, including inaccurate financial disclosures and improper management of raised funds [3][4][5][6]. Group 1: Regulatory Violations - The company has been found to have shareholding discrepancies in its subsidiary, Shafeng New Materials, which were not disclosed accurately in previous announcements [4]. - There were inaccuracies in the periodic reports regarding the performance commitments of Shafeng New Materials, leading to inflated profit figures [4]. - The company did not follow proper procedures for goodwill impairment testing in 2022, resulting in issues with the selection of relevant indicators [4]. - There were irregularities in the management and use of raised funds, including payments for non-investment projects [5]. - Related parties did not recuse themselves from voting during board meetings, which is a violation of governance protocols [6]. Group 2: Accountability and Measures Taken - The Anhui Securities Regulatory Bureau has held the chairman, the secretary of the board, and the deputy general manager responsible for these violations and issued warning letters to them [6]. - The company has initiated corrective measures, including the recovery of performance compensation from the parties involved and the reassessment of performance-related salaries for executives [7][8]. - The company has dismissed key personnel responsible for the violations and appointed new representatives to strengthen control over Shafeng New Materials [8]. Group 3: Financial Performance - Jiaxian Co., Ltd. has experienced a decline in net profit for three consecutive years from 2022 to 2024, with a significant drop of 77.58% in net profit for the first three quarters of 2025 compared to the previous year [9]. - The company's revenue for the first three quarters of 2025 was 409 million yuan, a decrease of 10.88% year-on-year [9]. - As of December 31, 2025, the company's stock price was 18 yuan per share, with a total market capitalization of 2.456 billion yuan [10].

公司公告汇总 中化国际控股股份有限公司于2025年12月26日召开宁夏锂电破产重整案第一次债权人会议，会议以现场 及网络方式举行。会议审议通过了《宁夏中化锂电池材料有限公司财产管理方案》和《财产变价方 案》，表决同意债权人57人，占出席会议有表决权债权人的96.61%，同意债权金额占比97.98%。中卫 中院已裁定受理宁夏锂电重整申请，并指定北京德恒（银川）律师事务所为管理人。公司提示破产重整 结果存在不确定性，将持续披露进展。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2025年12月26日收盘，中化国际（600500）报收于3.95元，较上周的3.88元上涨1.8%。本周，中化 国际12月26日盘中最高价报3.99元。12月23日盘中最低价报3.87元。中化国际当前最新总市值140.67亿 元，在化学制品板块市值排名22/170，在两市A股市值排名1382/5181。 本周关注点 公司公告汇总：宁夏锂电破产重整债权人会议通过财产管理及变价方案，同意债权人占比 96.61%。 ...