格隆汇12月29日丨金奥博(002917.SZ)在互动平台表示，公司主营业务包括为客户提供民用爆破行业智 能装备、软件系统、工艺技术、关键化工原辅材料、工业炸药、起爆器材、爆破一体化服务，以及各类 六轴、并联和柔性协作工业机器人的应用及其解决方案。公司未涉及航天航空业务。 ...

格隆汇12月29日丨金奥博(002917.SZ)在互动平台表示，公司主营业务包括为客户提供民用爆破行业智 能装备、软件系统、工艺技术、关键化工原辅材料、工业炸药、起爆器材、爆破一体化服务，以及各类 六轴、并联和柔性协作工业机器人的应用及其解决方案。公司未涉及航天航空业务。 ...

12月23日，国泰集团跌5.05%，截至发稿，报14.84元/股，成交10.02亿元，换手率10.22%，总市值92.19 亿元。 资料显示，江西国泰集团股份有限公司位于江西省南昌高新区高新大道699号国泰集团，成立日期2006 年12月8日，上市日期2016年11月11日，公司主营业务涉及民用爆破器材的研发、生产、销售及爆破服 务一体化。主营业务收入构成为：工业包装炸药33.66%，爆破工程19.40%，工业起爆器材17.38%，钽 铌氧化物10.21%，其他(补充)8.75%，智能供电系统及运维服务4.51%，民爆产品经销2.51%，信息化业 务1.90%，其他军工材料1.69%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 汇丰晋信双核策略混合A（000849）成立日期2014年11月26日，最新规模3.85亿。今年以来收益 52.63%，同类排名914/8088；近一年收益46.3%，同类排名1084/8057；成立以 ...

汇丰晋信双核策略混合A（000849）基金经理为韦钰。 截至发稿，韦钰累计任职时间2年130天，现任基金资产总规模6.49亿元，任职期间最佳基金回报 52.85%， 任职期间最差基金回报51.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月18日，国泰集团涨5.05%，截至发稿，报12.89元/股，成交1.29亿元，换手率1.64%，总市值80.08亿 元。 资料显示，江西国泰集团股份有限公司位于江西省南昌高新区高新大道699号国泰集团，成立日期2006 年12月8日，上市日期2016年11月11日，公司主营业务涉及民用爆破器材的研发、生产、销售及爆破服 务一体化。主营业务收入构成为：工业包装炸药33.66%，爆破工程19.40%，工业起爆器材17.38%，钽 铌氧化物10.21%，其他(补充)8.75%，智能供电系统及运维服务4.51%，民爆产品经销2.51%，信息化业 务1.90%，其他军工材料1.69%。 从基金十大重仓股角度 数据 ...

（编辑 丛可心） 证券日报网讯 12月15日，江南化工在互动平台回答投资者提问时表示，公司已于2025年12月6日披露了 《关于公司现金收购西安庆华民用爆破器材股份有限公司100%股份暨关联交易的公告》（公告编号： 2025-071）；《关于公司实际控制人延长避免同业竞争承诺履行期限的公告》（公告编号：2025- 072），兵器工业集团将持续积极统筹协调各方，尽早解决同业竞争。公司将严格按照《股票上市规 则》等有关要求履行信息披露义务。 ...

格隆汇12月5日丨江南化工(002226.SZ)公布，公司与特能集团拟签署《北方特种能源集团有限公司与安 徽江南化工股份有限公司关于西安庆华民用爆破器材股份有限公司之股份转让协议》，公司拟以现金方 式收购特能集团持有的庆华民爆100%股份。本次交易完成后，公司将持有庆华民爆100%股份，庆华民 爆将成为公司全资子公司。庆华民爆截至2025年6月30日股东全部权益价值评估值为64,490.46万元，经 各方协商一致后，确定庆华民爆100%股份交易价格为64,490.46万元。特能集团对标的公司在业绩承诺 期内累积实现的净利润数总额（标的公司相关年度经审计的归属于母公司所有者的净利润）作出承诺， 承诺标的公司在2025年度、2026年度和2027年度累积实现的净利润总额不低于人民币12,722.11万元。若 业绩承诺期间内标的公司实际净利润数小于业绩承诺期内承诺净利润数的，则特能集团应对公司以现金 方式进行补偿。 庆华民爆始建于1956年，2001年6月28日改制为有限责任公司，2009年9月28日整体变更为西安庆华民用 爆破器材股份有限公司。庆华民爆主营业务为工业雷管的生产和销售，是国内工业雷管品种最齐全的企 ...

Group 1 - Cathay Group's stock price dropped by 5.14% to 13.47 CNY per share, with a trading volume of 339 million CNY and a turnover rate of 3.98%, resulting in a total market capitalization of 8.368 billion CNY [1] - Cathay Group, established on December 8, 2006, and listed on November 11, 2016, is primarily engaged in the research, production, sales of civil explosive materials, and integrated blasting services [1] - The company's main business revenue composition includes: industrial packaging explosives (33.66%), blasting engineering (19.40%), industrial detonating devices (17.38%), tantalum-niobium oxides (10.21%), and other segments [1] Group 2 - HSBC Jintrust Fund has a significant holding in Cathay Group, with its HSBC Jintrust Dual-Core Strategy Mixed A Fund (000849) increasing its stake by 300,200 shares to a total of 2.288 million shares, representing 4.6% of the fund's net value [2] - The fund has reported a year-to-date return of 45.93%, ranking 1148 out of 8140 in its category, and a one-year return of 42%, ranking 1301 out of 8057 [2] - The fund manager, Wei Yu, has been in charge for 2 years and 100 days, with the best fund return during this period being 51.55% and the worst being 49.87% [3]

Core Viewpoint - The report from Tianfeng Securities indicates that Gaozheng Minexplosion achieved a net profit attributable to shareholders of 126 million and a non-recurring net profit of 114 million in Q1-Q3 of 2025, representing year-on-year increases of 13.68% and 15.7% respectively [1] Financial Performance - In Q3 of 2025, the company reported a net profit attributable to shareholders of 57 million and a non-recurring net profit of 52 million, with year-on-year changes of +1.83% and -3.08% respectively [1] - The company has adjusted its forecast for net profit attributable to shareholders for 2025-2027 to 210 million, 310 million, and 440 million, down from previous estimates of 270 million, 390 million, and 570 million [1] Industry Outlook - As a leading player in civil blasting under the Tibet State-owned Assets Supervision and Administration Commission, the company is expected to benefit significantly from the construction of the Yaxia Hydropower Station, mining activities, and high demand in railway infrastructure [1]

Core Viewpoint - The report from Tianfeng Securities indicates that Gaozheng Minexplosion achieved a net profit attributable to shareholders of 126 million and a net profit excluding non-recurring items of 114 million in Q1-Q3 of 2025, representing year-on-year increases of 13.68% and 15.7% respectively [1] Group 1 - In Q3 of 2025, the company reported a net profit attributable to shareholders of 57 million and a net profit excluding non-recurring items of 52 million, showing year-on-year growth of 1.83% and a decline of 3.08% respectively [1] - As a leading civil explosives company under the Tibet State-owned Assets Supervision and Administration Commission, the company is expected to benefit significantly from the construction of the Yaxia Hydropower Station, mining operations, and high demand in railway infrastructure [1] - Based on the actual operating conditions in the first three quarters, the firm has revised down its forecast for the company's net profit attributable to shareholders for 2025-2027 to 210 million, 310 million, and 440 million respectively, compared to previous estimates of 270 million, 390 million, and 570 million [1] - The rating for the company remains at "Buy" [1]

Group 1 - The core point of the news is that Xuefeng Technology's stock price increased by 5.16% to 9.57 CNY per share, with a trading volume of 336 million CNY and a turnover rate of 3.67%, resulting in a total market capitalization of 10.256 billion CNY [1] - Xuefeng Technology, established on June 27, 1984, and listed on May 15, 2015, is based in Urumqi, Xinjiang, and specializes in the research, production, and sales of civil explosives and related services [1] - The company's main business revenue composition includes chemical products (44.23%), blasting services (32.15%), liquefied natural gas (9.05%), civil explosive products (6.24%), commodity trading (5.73%), transportation services (1.92%), and other (0.68%) [1] Group 2 - According to data, Minsheng Jianyin Fund has a significant holding in Xuefeng Technology, with its fund "Minsheng Jianyin Cycle Optimal Mixed A" holding 163,500 shares, accounting for 4.33% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 45.58%, ranking 1653 out of 8238 in its category, and a one-year return of 36.12%, ranking 2341 out of 8082 [2] - The fund manager, Rui Dingkun, has been in position for 3 years and 309 days, with the fund's total asset size at 406 million CNY and a best return of 35.79% during his tenure [3]