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A股突发!深夜,多只大牛股公告!
券商中国· 2025-12-28 14:59
Core Viewpoint - Several stocks have issued announcements regarding abnormal trading fluctuations, indicating potential risks associated with their recent price movements [1][2][3]. Group 1: Stock Announcements - Victory Energy (001331) has announced that its stock price has significantly deviated from its fundamentals, indicating a risk of rapid decline if prices continue to rise. The company may apply for a trading suspension for verification if prices increase further [1][2]. - Jia Mei Packaging (002969) has also reported that its stock price has severely diverged from its fundamentals, warning investors of potential risks and the possibility of applying for a trading suspension if prices rise abnormally [1][3]. - Zhejiang Shibao (002703), Shenjian Co. (002361), Hainan Development (002163), and Tongyu Communication (002792) have all issued announcements stating that their internal and external operating environments have not changed significantly, and there are no undisclosed major matters [1][4][5]. Group 2: Company Operations - Victory Energy's main business remains the procurement, transportation, and sales of liquefied natural gas, with no significant changes reported. The company has signed a share transfer agreement with its controlling shareholder, and there are no plans for asset restructuring or major business changes in the next 12 months [2]. - Jia Mei Packaging continues to focus on the research, design, production, and sales of food and beverage packaging containers, with no major changes in its operations. The company has also signed a share transfer agreement with its controlling shareholder, with no plans for significant adjustments in the next 12 months [3]. - Aerospace Development (000547) reported that its subsidiary, Aerospace Tianmu (Chongqing) Satellite Technology Co., primarily engages in commercial low-orbit satellite operations and data application services, contributing less than 1% to the company's total revenue for the first three quarters of 2025 [6].
昌德科技IPO获受理:近两年“只长个子不长肉”,刚撒红包就拟募资补流
Sou Hu Cai Jing· 2025-12-28 12:14
Core Viewpoint - Changde Technology's IPO has been accepted, but the company has experienced declining profits despite increasing revenues in recent years, leading to a need for fundraising to improve liquidity [1][3]. Financial Performance - The company's revenue for the years 2022 to 2025 (first half) is reported as 969 million, 1.064 billion, 1.555 billion, and 719 million yuan respectively, while net profit has decreased from 183 million to 49.25 million yuan during the same period [3][4]. - The gross profit margin has fluctuated, showing a decline from 35.21% in 2022 to 14.06% in the first half of 2025 [4][6]. Business Operations - Changde Technology focuses on green low-carbon industries, specializing in resource utilization and new material manufacturing, with established partnerships with notable companies [2]. - The company plans to raise 500 million yuan through its IPO, with funds allocated for expanding production capacity and improving product quality [7][8]. Production Capacity - As of the first half of 2025, the utilization rates for several key products remain unsaturated, with rates of 86.91% for by-product utilization and only 38.24% for polyether amine series products [9][10]. - The company has faced production challenges due to upstream supplier relocations and market price fluctuations, impacting overall performance [5][6]. Cost Structure - Raw material costs account for over 80% of the total production costs, with significant risks associated with price volatility [11]. - The company's inventory has been increasing year by year, raising concerns about potential declines in product sales prices and the risk of inventory impairment [13].
电池包里,藏着枣庄转型的答案
Qi Lu Wan Bao· 2025-12-28 05:04
这只日益饱满的"电池包",其意义早已超越单一产业的增长曲线。它实质上是枣庄所构思的"432"现代 化产业体系中最具活力的引擎之一。由此带来的不仅是产值与税收,更是一种发展范式与区域信心的重 塑。吸引着上下游企业汇聚,催生出对高技能人才的旺盛需求,甚至悄然推动着本地职业教育生态的革 新。这种以龙头带动、集群发展的模式,正是会议所强调核心竞争力的生动写照。枣庄的转型智慧于此 显现,不贪求面面俱到,而是凝神聚气,在如新能源这般前景广阔且能与自身基因耦合的赛道上,奋力 实现从无到有、从有到优的跃迁。 然而,真正的转型绝非一个产业的单点突破就能承载。会议的深层思考,透露出一种系统重塑的清醒。 在着力壮大新能源阵地的同时,讲话同样要求推动化工新材料攀向价值链高端,引导高端装备瞄准智能 化与绿色化,甚至推动造纸、食品这些承载着岁月记忆的传统产业,进行一场深入的"智改数转"。这体 现了一种辩证的视野,既要悉心浇灌新的增长之树,也要用心让传统的老树发出新枝。其目标,是构建 一个彼此支撑、更具韧性的现代产业生态。如同本地媒体报道中某化工园区谋划的绿色蒸汽项目,其本 质正是通过循环化与清洁化改造,为传统优势领域探寻新的生存逻辑与发 ...
特种尼龙:打破海外垄断,中国高端新材料的下一个百亿赛道
材料汇· 2025-12-27 15:46
点击 最 下方 "在看"和" "并分享,"关注"材料汇 添加 小编微信 ,遇见 志同道合 的你 正文 引言 特种尼龙 ,作为通用尼龙(PA6、PA66)之外的高性能聚酰胺材料体系,是新材料产业迈向高端化、功能化与绿色化发展的关键方 向之一。其通过分子结构设计与合成工艺创新,克服了常规尼龙在耐热性、吸水性、透明性等方面的局限,衍生出 长碳链尼龙、 高温尼龙、透明尼龙、尼龙弹性体及生物基尼龙 等众多细分品类,广泛应用于汽车电动化、电子电气、新能源装备、航空航天等 先进制造领域。 当前, 全球特种尼龙市场仍由阿科玛、赢创、杜邦等国际巨头主导,尤其在关键单体、聚合工艺及高端牌号方面存在较高的技术 壁垒 。然而,随着我国在长碳链二元酸生物发酵、高温尼龙聚合等核心技术上的突破,以PA1212、PA10T、PA56为代表的国产特 种尼龙已逐步实现产业化,进口替代进程显著加速。未来,在"双碳"目标与产业升级双重驱动下,特种尼龙将继续向更高性能、更 可持续、更高效制备的方向演进。 本文系统梳理了特种尼龙的技术分类、市场供需、竞争格局、工艺路线与应用前景,并对其技术特征与投资逻辑进行深入分析,以 期为相关产业决策、技术研发与投资 ...
新恒泰过会:今年IPO过关第108家 浙商证券过3单
Zhong Guo Jing Ji Wang· 2025-12-27 06:47
新恒泰的保荐机构为浙商证券股份有限公司,保荐代表人为蒋根宏、潘洵。这是浙商证券今年保荐 成功的第3单IPO项目。7月4日,浙商证券证券保荐的浙江锦华新材料股份有限公司过会;8月28日,浙 商证券证券保荐的纳百川新能源股份有限公司过会。 中国经济网北京12月27日讯 北京证券交易所上市委员会2025年第49次审议会议于2025年12月26日 下午召开,审议结果显示,浙江新恒泰新材料股份有限公司(简称"新恒泰")符合发行条件、上市条件 和信息披露要求。这是今年过会的第108家企业(其中,上交所和深交所一共过会60家,北交所过会48 家)。 公司专注于功能性高分子发泡材料的研发、制造和销售,经过十余年的发展,现已成为国内知名的 具备多种发泡材料规模化生产能力的供应商。 截至招股说明书签署日,陈春平、金玮夫妇及其儿子陈俊桦合计控制公司75.04%的表决权,系公 司控股股东,其中:陈春平直接持有公司36.41%的股份,通过嘉兴熙宏间接控制公司1.22%的股份;金 玮直接持有公司30.24%的股份,通过嘉兴力权间接控制公司2.43%的股份;陈俊桦直接持有公司4.74% 的股份。同时,陈春平任公司董事长、总经理,金玮任公司 ...
安徽皖维高新材料股份有限公司关于获得第七届“安徽省人民政府质量奖”的公告
近日,安徽皖维高新材料股份有限公司(以下简称"公司")收到安徽省人民政府印发的《安徽省人民政 府关于第七届"安徽省人民政府质量奖"的通报》皖政秘[2025]188号,公司荣获第七届"安徽省人民政府 质量奖"。 证券代码:600063 股票简称:皖维高新 公告编号:临2025-071 安徽皖维高新材料股份有限公司 关于获得第七届"安徽省人民政府质量奖"的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性依法承担法律责任。 特此公告。 安徽皖维高新材料股份有限公司 董 事 会 2025年12月27日 "安徽省人民政府质量奖"是安徽省人民政府在质量领域授予各类组织和个人的最高荣誉,旨在树立行业 质量标杆,推广先进、科学的质量管理理念、制度、模式和方法,促进质量管理创新,引导全社会不断 提升产品、工程和服务质量,共同推进质量强省建设。该奖项每两年评选一次,质量奖授奖每次不超过 5个、提名奖每次不超过10个。截至第七届"安徽省人民政府质量奖"评审,全省累计评选质量奖32个、 质量奖提名奖40个(次)。 公司持续推进卓越绩效管理模式,秉持"质量强企、 ...
中研股份:12月26日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-26 08:40
每经AI快讯,中研股份(SH 688716,收盘价:40.39元)12月26日晚间发布公告称,公司第四届第六次 董事会临时会议于2025年12月26日以现场结合通讯的方式召开。会议审议了《关于部分募投项目结项并 将节余募集资金永久补充流动资金的议案》等文件。 2024年1至12月份,中研股份的营业收入构成为:化工新材料占比100.0%。 每经头条(nbdtoutiao)——对话马斯克脑机接口"一号受试者":大脑植入芯片23个月,我正重新夺回 人生的独立 (记者 曾健辉) 截至发稿,中研股份市值为49亿元。 ...
国信证券:2026年A股公司出海进入产能、品牌、管理体系协同输出的质变期 “哑铃型”组合为最优配置
智通财经网· 2025-12-25 23:36
Core Insights - The report from Guosen Securities indicates that by 2026, A-share companies will transition from merely exporting goods to a phase of collaborative output involving capacity, branding, and management systems, marking a qualitative shift in overseas operations [1] - Among 2,723 A-share companies engaged in overseas business, 60.96% hold a positive attitude towards international expansion, with 45.38% of 12,393 related announcements reflecting positive statements, indicating that going global has shifted from an optional strategy to a necessary action [1] Industry Analysis - "High-tech" industries are becoming the main force in overseas expansion, with technological barriers and industry concentration determining long-term value. The core logic of industry selection focuses on high-tech moats and strong industry clusters, which provide irreplaceability along with cost and efficiency advantages [2] - Three key sectors identified for overseas expansion include: - Chemical new materials (polyurethane, fiberglass) leveraging global pricing power and overseas base layouts to avoid trade barriers - High-end equipment (buses, construction machinery, semiconductor equipment) capitalizing on technology spillover to capture markets in "connector countries" - Electronic components (servers, MLCC) benefiting from global AI computing infrastructure and automotive electronics demand [2] - Data shows that over 70% of companies in machinery, power equipment, pharmaceuticals, computers, and automobiles are positively inclined towards overseas operations, making them core vehicles for international expansion [2] Regional Opportunities - Distinct opportunities are emerging across global markets, with a strategic focus on three core regions: - Europe emphasizes high-end manufacturing and green transformation, with localized production in new energy buses and chemical new materials to overcome technical and tariff barriers - Southeast Asia serves as a "backyard" for industry chain overflow, with semiconductor equipment and consumer electronics benefiting from mature process expansion and consumption upgrades - The Middle East and Latin America are emerging as new frontiers for photovoltaic energy storage and construction machinery, driven by energy transition and infrastructure demands [2] Investment Strategy - An "hourglass" portfolio is recommended to balance stable returns with growth flexibility, focusing on both "globalization dividend assets" and "technology breakthrough growth stocks": - The left side targets high-dividend, low-valuation stable assets, such as commercial buses and leading chemical new materials companies with stable overseas revenue and strong cash flow - The right side invests in high-growth, technology-driven assets, corresponding to "very positive" companies like semiconductor equipment and AI server firms, which are expected to experience nonlinear growth due to global supply chain restructuring and technological iteration [3]
中石化投资,化工新材料“小巨人”,被收购!陶氏、中石油已布局
DT新材料· 2025-12-25 16:05
| 2026未来产业新材料博览会 | (FINE),围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 | | --- | --- | | 来产业共性需求特设6大展区, | N2热管理技术与材料 展区 聚焦 液冷技 | | 术 | 、热管理材料、AI芯片热管理、机器人热管理、电池包热管理 等 | | , | 欢迎咨询:18957804107 | 当下,储能产业与数据中心快速扩张, 液冷技术 爆火,而冷却液作为保障系统高效稳定运行的关键材料,其市场需求也随之激增,众多企业纷纷布局该领域, 成为当下为数不多的又"传统"又"火爆"的化工新材料赛道。 水基冷却液 | 厂商 | 产品/特点 | 应用场景 | | --- | --- | --- | | 道达尔润滑 | COOLELF AUTO SUPRA-37℃,高纯度单乙二 | 工业柴油/燃气发动机低温运 | | 油(中国) | 醇 + 腐蚀抑制剂,防冻温度可达 -37℃ | 行设备 | | 长春德联化 | GB 29743.1-2022 标准乙二醇型冷却液,有机 | 燃油汽车发动机、新能源汽 | | 工 | 酸缓蚀剂技术 | 车电池/电机冷却 | | 中 ...
普利特:LCP薄膜实现量产并进入脑机接口临床试验,加速拓展6G及商业航天应用
南财智讯12月25日电,普利特在投资者关系活动中表示,公司LCP薄膜全系列产品已达到可量产状态, 应用于毫米波频段手机、脑机接口等领域。目前,公司已完成与国内某电子通信头部客户的验证工作, 预计近期实现批量化交付;在脑机接口领域,已与海外客户共同开展应用开发与验证,并进入临床试验 阶段,进展顺利。同时,公司LCP纤维布正与下游头部客户合作开发用于6G基站和AI服务器PCB硬板, 具备低介电常数和损耗优势。此外,公司LCP纤维已于2025年4月进入国内头部客户低轨卫星供应链, 应用于卫星柔性太阳翼核心层,单星价值约5000元,有望受益于商业航天快速发展带来的订单增长。 ...