每经AI快讯，巨力索具（SZ 002342，收盘价：7.32元）11月24日晚间发布公告称，公司第七届董事会 第三十九次会议于2025年11月24日在公司105会议室以现场表决的方式召开。会议审议了《关于修订 〈公司章程〉的议案》等文件。 每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 （记者 曾健辉） 截至发稿，巨力索具市值为70亿元。 2025年1至6月份，巨力索具的营业收入构成为：金属制品业占比39.53%，通用设备制造业占比 37.06%，纺织业占比16.9%，其他业务占比6.5%。 ...

Core Insights - The company is actively engaging in investor relations activities, focusing on specific target research and strategic partnerships in the robotics and hydrogen sectors [1][2]. Group 1: Company Overview and Strategic Initiatives - The company specializes in a range of products including hot-dip galvanized steel pipes, high-frequency welded pipes, and stainless steel pipes, serving various industries such as water supply, gas transmission, and construction. It maintains a strong financial position with low debt and ample liquidity, outperforming industry averages [1]. - A joint venture, Jinzhou Tianchuang, is set to launch, focusing on industrial inspection in harsh environments, leveraging advanced navigation and control technologies [1][2]. - The company has successfully secured a contract for a long-distance hydrogen pipeline project, which is designed to transport 100,000 tons of hydrogen annually, marking a significant step in the development of green hydrogen infrastructure in China [3]. Group 2: Second Main Business Strategy - The company has outlined five criteria for selecting its second main business, emphasizing alignment with national strategic emerging industries, technological advantages, and the potential for workforce skill enhancement [4]. - The investment strategy involves a "dual-wheel drive" approach, prioritizing mergers and acquisitions of companies with existing orders and establishing industry funds to invest in high-quality upstream and downstream targets [4]. Group 3: Other Important Developments - The company is monitoring the progress of the China-Russia-Mongolia natural gas pipeline project for potential business opportunities and has established a branch in墨脱 to enhance its competitive edge in major infrastructure projects [4][5]. - The company is also expanding its presence in the nuclear energy sector by promoting its welding steel pipes for nuclear applications, aligning with industry demands [5].

Core Viewpoint - The company is actively progressing in its composite materials business, particularly in the battery sector, with recent developments indicating a strong demand for its products in various battery types [1] Group 1: Business Operations - The company's production and operational status in the easy-open lid segment is reported to be normal [1] - The composite aluminum foil and composite copper foil are crucial materials for batteries, including liquid, semi-solid, and solid-state batteries [1] Group 2: Market Developments - The company has recently received bulk orders for its composite aluminum foil from semi-solid battery customers [1] - There is ongoing development of lithium metal anode materials and composite copper foil specifically for sulfide solid-state batteries, with testing and optimization being conducted in collaboration with leading automotive and battery companies [1]

转自：云浮发布 党的二十届四中全会提出"高质量共建'一带一路'"。云浮海关结合地方外贸实际，充分发挥海关职能作用，指导辖区企业开拓共建"一带一路"市场，为"一 带一路"经贸合作注入新活力。 在新兴县先丰不锈钢制品有限公司内，一批12.2吨不锈钢煎锅正在打包，经过海关监管后，装船运往越南海防。 云浮海关推进"关长送政策上门"工作，面对面向辖区外贸企业宣讲关税减让、原产地规则等政策，梳理企业"最优享惠清单"，指导主要出口商品在共 建"一带一路"国家充分享惠。组织到主要外贸企业调研61家次，了解企业订单及生产情况，解答企业疑难，跟进协调解决企业通关过程遇到的问题10余 项。协同地方有关单位合力推广中欧班列云浮接续班列出口通道，推广"内河运费扣减"举措，1-10月为企业扣减内河运费307.1万元，节约税款39.9万元。 云浮海关相关负责人表示，该关深入贯彻落实党的二十届四中全会精神，落实广东省"1310"具体部署及云浮市"365"竞标争先体系，在持续推广海关便利 化通关措施、强化政策宣讲、解决企业实际困难等方面持续用力，助力云浮营商环境进一步升级，以及外贸企业更好开拓共建"一带一路"市场。 记者：刘友文 通讯员：关云 ...

从基金十大重仓股角度 数据显示，兴证全球基金旗下1只基金重仓星源卓镁。兴全安泰稳健养老一年持有混合(FOF)A （010266）三季度持有股数6100股，占基金净值比例为0.04%，位居第九大重仓股。根据测算，今日浮 盈赚取约1.43万元。 兴全安泰稳健养老一年持有混合(FOF)A（010266）成立日期2020年11月26日，最新规模6.59亿。今年以 来收益7.94%，同类排名695/1038；近一年收益8.66%，同类排名676/1016；成立以来收益19.5%。 11月24日，星源卓镁涨5.17%，截至发稿，报47.61元/股，成交1.13亿元，换手率7.30%，总市值53.32亿 元。 资料显示，宁波星源卓镁技术股份有限公司位于浙江省宁波市北仑区大碶璎珞河路139号，成立日期 2003年7月16日，上市日期2022年12月15日，公司主营业务涉及镁合金、铝合金精密压铸产品及配套压 铸模具的研发、生产和销售。主营业务收入构成为：镁合金压铸件68.00%，铝合金压铸件21.43%，模 具9.46%，其他1.11%。 兴全安泰稳健养老一年持有混合(FOF)A（010266）基金经理为刘潇。 截至发稿，刘潇 ...

Core Insights - The article discusses the growth and production statistics of China's welded steel pipe industry, highlighting a production increase in 2025 [1][2]. Industry Overview - In September 2025, China's welded steel pipe production reached 5.49 million tons, marking a year-on-year growth of 1.8% [1]. - Cumulatively, from January to September 2025, the total production of welded steel pipes in China was 44.935 million tons, reflecting a cumulative growth of 3.2% [1]. Related Companies - The article lists several companies involved in the welded steel pipe industry, including Baosteel Co., Ltd. (600019), Xinxing Cathay International Group (000778), Changbao Steel Pipe (002478), Jiuli Special Materials (002318), Honglu Steel Structure (002541), Youfa Group (601686), CITIC Special Steel (000708), Jinzhu Pipeline (002443), and Yulong Steel (601028) [1].

Summary of Magnesium Alloy Industry and Company Insights Industry Overview - Magnesium alloys are gaining traction in the automotive lightweighting sector due to cost advantages, being approximately 3,000 RMB/ton lower than aluminum prices, and technological advancements such as semi-solid die casting that enhance performance and extend mold life [1][2][3] - The demand for magnesium alloys in the new energy vehicle (NEV) market is projected to be a key growth driver, with an estimated total usage of 740,000 tons by 2030 if NEVs account for 70% of the market and 35% of parts utilize magnesium alloys, leading to a market size nearing 40 billion RMB and a compound annual growth rate (CAGR) exceeding 50% [1][3] Automotive Applications - Current applications of magnesium alloys in the automotive sector are limited due to price volatility and lower corrosion resistance, although recent price stabilization (around 18,000 RMB/ton) enhances competitiveness [2] - Technological improvements have increased the corrosion resistance, strength, and ductility of magnesium alloys, making them suitable for critical automotive components such as valve bodies, dashboard supports, and body frames, with potential weight reductions of 3 kg for dashboard supports and 7 kg for powertrain housings, alongside cost reductions of 20%-30% [2][3] Robotics Applications - The robotics industry has a clear demand for lightweight materials, with magnesium alloys offering advantages in shock absorption, thermal management, and strength-to-weight ratio, making them ideal for components like knee joints and structural parts [4] - Assuming a usage of 20 kg per robot and a market of 1 million units, the total demand could reach 2,000 tons, translating to a significant market size if priced at 6,000 RMB per unit [4] Market Size and Growth Potential - The current market size for magnesium alloys is approximately 66.7 billion RMB, with potential expansion to over 200 billion RMB if the market reaches 100 million units and processing costs decrease significantly [5] Competitive Landscape - Key players in the magnesium alloy die-casting sector include Baowu, Wanfeng, and Xinyuan Zhuomei, with Wanfeng and Xinyuan Zhuomei showing rapid growth [6][10] - Xinyuan Zhuomei is expected to experience a significant revenue increase in 2026, having secured a 4-year contract worth approximately 2 billion RMB, equating to an annual revenue of 500 million RMB [7] - Wanfeng has maintained stable revenue since 2020, with a net profit of 730 million RMB in the first three quarters of 2025, reflecting a nearly 30% year-on-year growth, primarily focusing on aluminum alloy wheels while developing new magnesium alloy products [8] - Baowu has increased production but faces profitability pressures, exploring new products like motor housings and integrated body structures [9] Future Outlook - The magnesium alloy industry is anticipated to enter a growth phase in the next two to three years, driven by applications in powertrains and other sectors, with companies like Xinyuan Zhuomei and Baowu poised to benefit [10] - Companies traditionally focused on aluminum alloys, such as Xusheng and Aikedi, are also entering the magnesium alloy market and may become significant players in the next three years [10]

11月21日，超捷股份跌2.67%，成交额6.53亿元。两融数据显示，当日超捷股份获融资买入额7641.45万 元，融资偿还7852.62万元，融资净买入-211.17万元。截至11月21日，超捷股份融资融券余额合计2.93 亿元。 融资方面，超捷股份当日融资买入7641.45万元。当前融资余额2.93亿元，占流通市值的4.24%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，超捷股份11月21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0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，超捷紧固系统(上海)股份有限公司位于上海市嘉定区丰硕路100弄39号，成立日期2001年12 月28日，上市日期2021年6月1日，公司主营业务涉及金属类和塑料类紧固件、航空零部件的研发、生产 与销售。主营业务收入构成为：金属紧固件69.73%，塑料紧固件23.19%，航空航天零部件7.45%。 截至10月10日，超捷股份股东户数2.38万，较上期增加7.15%；人均流通股5554股，较上期减少6.67%。 2025年1月-9月，超捷股份实 ...

Core Insights - Zhenyu Technology's stock price decreased by 2.12% on November 21, with a trading volume of 643 million yuan [1] - The company reported a significant increase in revenue and net profit for the first nine months of 2025, with revenue reaching 6.593 billion yuan, a year-on-year growth of 31.47%, and net profit of 412 million yuan, a year-on-year increase of 138.93% [2] Financing and Margin Trading - On November 21, Zhenyu Technology had a financing buy-in amount of 37.78 million yuan and a financing repayment of 75.50 million yuan, resulting in a net financing outflow of 37.72 million yuan [1] - The total financing and margin trading balance for Zhenyu Technology was 743 million yuan, with the financing balance accounting for 3.05% of the circulating market value, which is below the 50th percentile level over the past year [1] - The company had a margin trading balance of 2.738 million yuan, which is above the 70th percentile level over the past year, indicating a relatively high level of short selling activity [1] Shareholder and Dividend Information - As of November 20, the number of shareholders for Zhenyu Technology was 21,200, a decrease of 4.16% from the previous period, while the average circulating shares per person increased by 4.34% to 5,864 shares [2] - Since its A-share listing, Zhenyu Technology has distributed a total of 70.50 million yuan in dividends, with 40.43 million yuan distributed over the past three years [3] - Notable changes in institutional holdings include a decrease in shares held by Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutrality Theme Mixed Fund, while Hong Kong Central Clearing Limited and Southern CSI 1000 ETF entered as new shareholders [3]

从它的日K线图上看，它近期的股价走势连续多日下跌，因此导致卓镁转债的转股价值大幅下调。而正 股出现这样的走势与市场中的大多数个股都是类似，因为就连大盘也出现了幅度较大的回调。 在近期市场剧烈震荡的背景下，不少股民心头蒙上了一层阴霾。眼看着账户里的浮盈忽高忽低，有人不 禁忧心忡忡：这轮好不容易点燃的行情，难道刚冒个头就要熄火？更有悲观者断言，行情或将重回"阴 跌不止"的老路，再度陷入漫漫熊市的泥潭。 这种情绪，完全可以理解——毕竟面对真金白银的起伏，谁都会心跳加速。但若我们跳出短期波动的迷 雾，把目光投向更宏观的政策风向，或许会发现另一番景象。 11月24日，可转债打新市场迎来星源卓镁（301398）发行的可转债——卓镁转债上市交易。它的发行规 模仅为4.50亿元，规模偏小。 卓镁转债对应的正股当前股价为45.27元，转股价为52.30元，转股价值为86.56，转股价值偏低。不过， 鉴于现在新可转债在上市之初的高溢价率，预估它还是一只打新收益为300元左右的铂金级肉签一枚， 股民中到即赚到！ 星源卓镁当前的股票总市值为50.70亿元，动态市盈率为84.36倍，市净率为4.52倍。 回溯过去，中国资本市场的每一次 ...