编辑丨张伟贤 20倍大牛股上纬新材，昨日（10月10日）晚间公告停牌核查结果，宣布拟下周一（10月13日）复牌。 此前智元机器人收购上纬新材股权，一度被市场视为"要搞资产整合"。此次上纬新材在公告重申，收购方未来十二个月内不存在资产重组计划。未来36个 月内，智元创新不存在通过上市公司借壳上市的计划或安排。 记者丨邓浩 此外，同样在昨日，有市场传言称，智元机器人计划明年在香港上市，已聘请中金公司、中信证券和摩根士丹利负责其股票发行事宜，目标估值为51亿至 64亿美元。10月11日，智元机器人相关负责人对记者澄清此为不实信息。 智元入主掀连板 7月8日，上纬新材一口气连发三份股权转让协议及股权要约收购报告。 其中，智元恒岳拟以协议转让方式受让上纬新材控股股东SWANCOR萨摩亚持有的公司1.01亿股股份，占公司总股本的24.99%；致远新创合伙拟以协议转 让的方式受让SWANCOR萨摩亚所持有的公司240.09万股股份和金风投控所持有的公司1776.73万股股份，合计约占公司总股本的5%。 9月25日晚间，上纬新材称因股价自7月以来多次触及股票交易异常波动及严重异常波动情形，最近两个交易日连续涨停，且市场有关于 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 20倍大牛股下周一复牌，控股股东否认赴港IPO 记者丨邓浩 20倍大牛股上纬新材，昨日（10月10日）晚间公告停牌核查结果，宣布拟下周一（10月13日）复牌。 此前智元机器人收购上纬新材股权，一度被市场视为"要搞资产整合"。此次上纬新材在公告重申，收购 方未来十二个月内不存在资产重组计划。未来36个月内，智元创新不存在通过上市公司借壳上市的计划 或安排。 此外，同样在昨日，有市场传言称，智元机器人计划明年在香港上市，已聘请中金公司、中信证券和摩 根士丹利负责其股票发行事宜，目标估值为51亿至64亿美元。10月11日，智元机器人相关负责人对记者 澄清此为不实信息。 | 证券代 | 证券简称 | 停复牌 | 停牌起 | 停牌 | 停牌终止日 | 氢牌日 | | --- | --- | --- | --- | --- | --- | --- | | 码 | | 类型 | 始日 | 期间 | | | | 688585 | 上纬新材 | A 股 | | | 2025/10/10 | 2025/10/13 | | | | 复牌 | | | | | ...

记者丨邓浩 编辑丨张伟贤 20倍大牛股上纬新材，昨日（10月10日）晚间公告停牌核查结果，宣布拟下周一（10月13 日）复牌。 此前智元机器人收购上纬新材股权，一度被市场视为"要搞资产整合"。此次上纬新材在公告重 申，收购方未来十二个月内不存在资产重组计划。未来36个月内，智元创新不存在通过上市公 司借壳上市的计划或安排。 此外，同样在昨日，有市场传言称，智元机器人计划明年在香港上市，已聘请中金公司、 中信证券和摩根士丹利负责其股票发行事宜，目标估值为51亿至64亿美元。10月11日，智 元机器人相关负责人对记者澄清此为不实信息。 智元入主掀连板 7月8日，上纬新材一口气连发三份股权转让协议及股权要约收购报告。 其中，智元恒岳拟以协议转让方式受让上纬新材控股股东SWANCOR萨摩亚持有的公司1.01亿 股股份，占公司总股本的24.99%；致远新创合伙拟以协议转让的方式受让SWANCOR萨摩亚 所持有的公司240.09万股股份和金风投控所持有的公司1776.73万股股份，合计约占公司总股 本的5%。 | 证券代 | 证券简称 | 停复牌 | 停牌起 | 停牌 | 停牌终止日 | 复牌日 | | --- | -- ...

Group 1 - Northern Rare Earth announced a net profit forecast for the first three quarters of 2025, estimating a profit of 1.51 billion to 1.57 billion yuan, representing a year-on-year increase of 272.54% to 287.34% [2] - The company has implemented measures to adapt to market changes, enhance budget management, reduce costs, and improve efficiency, leading to significant growth in production and sales of its main products [2] - The trading price of rare earth concentrates for the fourth quarter of 2025 has been adjusted to 26,205 yuan per ton (excluding tax), reflecting a 37.13% increase from the previous quarter's price of 19,109 yuan per ton [2] Group 2 - Upwind New Materials plans to resume trading on October 13, 2025, after being suspended due to abnormal trading fluctuations [4] - The stock price of Upwind New Materials surged by 1,597.94% from July 9 to September 25, 2025, with a closing price of 132.1 yuan per share on the last trading day [4] - The company's price-to-earnings ratio is significantly higher than the industry average, with the latest ratio at 719.93 compared to the industry average of 26.96 [4] Group 3 - Next week, 40 stocks will face a total unlock market value exceeding 79 billion yuan, with significant contributions from companies like China Merchants Port and Meihua Medical [5][6][7] - China Merchants Port will have 577 million shares unlocked, with a market value of 11.967 billion yuan, while Meihua Medical will have 412 million shares unlocked, valued at 9.804 billion yuan [6][7] - Stocks such as Xinkai Technology and Dingyang Technology have relatively low unlock pressure, with market values below 100 million yuan [8] Group 4 - Among the stocks facing unlock, Meihua Medical, Anda Intelligent, and Kecuan Technology have the highest unlock ratios, exceeding 50% [9] - The average stock price of the 40 stocks that will be unlocked has increased by 4.66% since September [10] - Demingli has the highest increase at 109.92%, with 624,200 shares facing unlock next week, valued at 12.4 million yuan [10] Group 5 - Shenghui Integrated has received attention from 30 institutions since September, maintaining an optimistic outlook for its performance in the second half of the year, particularly in semiconductor and high-end panel production [11] - Companies like China Merchants Port and Qingnong Commercial Bank reported net profits exceeding 1 billion yuan in the first half of the year [11] - Several stocks facing unlock, including Haichuang Pharmaceutical-U and Zhongke Jincai, reported losses in the first half of the year [11]

上纬新材最新滚动市盈率高达719.93倍。 20倍大牛股上纬新材，昨日（10月10日）晚间公告停牌核查结果，宣布拟下周一（10月13日）复牌。 此前智元机器人收购上纬新材股权，一度被市场视为"要搞资产整合"。此次上纬新材在公告重申，收购方未来十二个月内不存 在资产重组计划。未来36个月内，智元创新不存在通过上市公司借壳上市的计划或安排。 此外，同样在昨日，有市场传言称，智元机器人计划明年在香港上市，已聘请中金公司（601995）、中信证券和摩根士丹利负 责其股票发行事宜，目标估值为51亿至64亿美元。10月11日，智元机器人相关负责人对记者澄清此为不实信息。 | 证券代 | 证券简称 | 停复牌 | 停牌起 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 码 | | 类型 | 始日 | 期间 | | | | 688585 | 上纬新材 | A 股 | | | 2025/10/10 | 2025/10/13 | | | | 复牌 | | | | | （图片来源：上纬新材公告） 智元入主掀连板 7月8日，上纬新材一口气连发三份股 ...

针对公司股票交易异常波动情形，上纬新材对有关事项进行了自查，并发函向公司控股股东及实际控制人核实。 上纬新材公告称，收购方未来十二个月内不存在资产重组计划。公司已关注到近期市场存在部分媒体关于上纬新材与实际控 制人邓泰华先生及其控制的智元创新相关资产进行整合的讨论与报道。经核查确认，截至目前，收购方智元恒岳及其一致行 动人致远新创合伙不存在在未来12个月内对上市公司及其子公司的资产和业务进行出售、合并、与他人合资或合作的明确计 划，或上市公司拟购买或置换资产的明确重组计划。截至目前，未来36个月内，智元创新不存在通过上市公司借壳上市的计 划或安排。 上纬新材表示，目前公司基本面未发生重大变化，公司近期经营情况正常公司主营业务仍为环保高性能耐腐蚀材料、风电叶 片用材料、新型复合材料以及循环经济材料的研发、生产及销售，未发生重大变化。公司生产经营未发生重大变化，市场环 境或行业政策未发生重大调整，生产成本和销售等情况未出现重大变化。 超级大牛股上纬新材又有新情况。 10月10日晚间，上纬新材公告称，公司股票拟于10月13日（下周一）复牌。公告还称，公司股票价格涨幅显著高于同期相关 指数涨幅。2025年7月9日至2 ...

截至2025年9月25日，公司收盘价为132.1元/股。根据中证指数有限公司发布的公司最新市盈率为600.85 倍，最新滚动市盈率为719.93倍，市盈率显著高于公司所处的化学原料和化学制品业行业平均市盈率 26.96倍。 下一周解禁市值超790亿元。 北方稀土发布前三季度业绩预告 北方稀土昨日（10月10日）晚间发布2025年前三季度业绩预告，预计归母净利润为15.1亿元—15.7亿 元，同比增加272.54%到287.34%。报告期内，公司紧抓市场变化，强化预算管理与降本增效，科学组 织生产，加强市场研判和营销运作，推进重点项目建设和科研创新，主要产品产销量同比增长，推动经 营业绩大幅上升。 北方稀土同时公告称，根据稀土精矿定价方法及2025年第三季度稀土氧化物价格，经测算并经公司总经 理办公会审议通过，2025年第四季度稀土精矿交易价格调整为不含税26205元/吨（干量， REO=50%），REO每增减1%、不含税价格增减524.10元/吨。此前，北方稀土7月10日曾公告，第三季 度稀土精矿交易价格调整为不含税19109元/吨。以此估算，此次价格环比上涨37.13%。 北方稀土股价7月以来累计上涨110 ...

据摩根士丹利预测，中国在全球机器人市场份额2024年将达40%，未来四年市场规模将以23%的复合年 增长率从470亿美元跃升至1080亿美元。 公告同时提示，上纬新材提示2025年度净利润较上年度下滑的风险，2025年上半年该公司归母净利润为 2990.04万元，同比减少32.91%，主因海外美金应收账款造成的汇兑损失、海外销售运费、佣金及研发 检测试验费增加，使净利润较同期减少。 上纬新材还在公告中表明，收购方未来十二个月内不存在资产重组计划。截至目前，收购方智元恒岳和 致远新创合伙不存在未来12个月内对上纬新材及其子公司的资产和业务进行出售、合并、与他人合资或 合作的计划，不存在关于上纬新材拟购买或置换资产的重组计划。 9月23日晚间，上纬新材公告称，公司于2025年9月23日收到股东SWANCOR萨摩亚、STRATEGIC萨摩 亚及金风投控的通知，获悉其协议转让公司股份事宜已完成过户登记手续。此次股份转让涉及1.21亿 股，占公司股份总数的29.99%，过户日期为2025年9月22日。 转让完成后，智元恒岳和致远新创合伙合计将拥有上市公司29.99%的股份及该等股份对应的表决权， 上市公司控股股东变更为 ...

Core Viewpoint - The stock price of Shangwei New Materials has significantly increased, raising concerns about its detachment from the company's current fundamentals and potential market risks for investors [1][2]. Group 1: Company Fundamentals - The company's main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials, with no significant changes reported [2]. - The company reported a 12.50% increase in revenue for the first half of 2025, amounting to 783.77 million yuan, while the net profit attributable to shareholders decreased by 32.91% to 29.90 million yuan, primarily due to exchange losses and increased costs [3]. Group 2: Stock Performance and Trading Activity - From July 9, 2025, to September 2, 2025, the company's stock price surged by 1154.50%, significantly outpacing the growth of relevant indices such as the Sci-Tech Innovation Index and the Sci-Tech 50 [1][6]. - The stock has experienced multiple instances of abnormal trading fluctuations, with seven occurrences of both abnormal and severe abnormal trading conditions during the specified period, leading to 13 risk warning announcements [5]. - The trading turnover rate on September 2, 2025, was 6.58%, with an external turnover rate of 40.18%, both significantly higher than the average turnover rates of the previous five trading days [7]. Group 3: Market Position and Valuation - As of September 2, 2025, the company's price-to-earnings (P/E) ratio was reported at 443.93 times, with a rolling P/E ratio of 531.91 times, which is substantially higher than the industry average P/E ratio of 26.56 times [8]. Group 4: Control and Regulatory Matters - There are significant uncertainties regarding the change of control of the company, as the transaction requires compliance confirmation from the Shanghai Stock Exchange and other regulatory approvals, which may affect the completion of the share transfer [9].

Group 1 - The core viewpoint of the articles highlights the contrasting impacts of rising commodity prices on upstream and downstream industries, with upstream mining and raw material manufacturing experiencing significant profit growth, while downstream enterprises face increased costs and shrinking profits [1][2][3]. - According to data from the National Bureau of Statistics, from January to April, profits of industrial enterprises above designated size reached 25,943.5 billion yuan, a year-on-year increase of 106%, with all 41 major industrial sectors reporting profit increases [1][2]. - The mining industry's profits saw a year-on-year increase of 103% in the first four months, with oil and gas extraction profits growing by 119%, and raw material manufacturing profits increasing by 366%, significantly outpacing the average industrial profit growth [2]. Group 2 - Downstream industries, such as steel, are struggling with rising costs due to rapid increases in steel prices, which are affecting sectors like shipbuilding and home appliances, leading to reduced profit margins and impacting business confidence [3]. - The manufacturing sector is heavily impacted, with raw material costs accounting for over 60% of production costs, making small and micro enterprises particularly vulnerable to cost fluctuations and reducing their investment willingness [3]. - The government is taking measures to support small and micro enterprises, including providing employment stability subsidies and encouraging large enterprises to stabilize supply chains and combat market disruptions caused by hoarding and price gouging [4][5].