股价大涨，实际控制人终止股份转让，再升科技（603601）(603601.SH)受到市场质疑。 1月5日晚，再升科技发布公告，因客观情况发生变化，公司实际控制人郭茂与中融华信国际生物科技 (北京)有限责任公司(以下简称"中融华信")经协商，终止协议转让股份事宜。 2025年12月8日，再升科技公告称，郭茂与中融华信签署股份转让协议，郭茂拟将所持公司6.04%的股 份协议转让给中融华信，转让总价款约为3.44亿元。 时隔28天，原本可以通过协议转让股份套现3.44亿元的郭茂为何反悔了？ 近期，再升科技股价大幅上涨。签署转让协议前一个交易日到终止协议当日，再升科技股价区间涨幅达 148.37%。 市场质疑的是，郭茂向中融华信协议转让股份事项原本就存有蹊跷。2025年9月底，中融华信总资产仅 1809.04万元，其是否有实力拿出3.44亿元受让股份遭到质疑。 长江商报记者注意到，再升科技的实际控制人郭茂曾多次减持，已经累计套现5.36亿元。 中融华信为何放弃4.64亿浮盈？ 天眼查显示，中融华信的股东仅一名，即自然人张晓伟。中融华信股东也进行过频繁更换，主要股东均 为自然人。中融华信在2014年曾投资了邯郸融信房地 ...

再升科技（603601.SH）12月29日在投资者互动平台表示，尊敬的投资者您好，公司以微纤维玻璃棉为 核心材料，开发"干净空气材料"、"高效节能材料"和"无尘空调产品"，应用于"工业空间、移动空间、 生活空间"三大领域，目前应用于移动空间的航空航天板块产品主要为"航空隔音隔热棉"，目前占公司 整体营收比例极低。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：你好，请问公司是否有继续深耕商业航天领域的计 划？目前航天材料对公司利润的贡献有多少？目前公司在手订单是否充足？ ...

再升科技（603601）(603601.SH)发布股价异动公告称，公司关注到有市场信息讨论公司向SpaceX供货 相关事项。目前公司主要业务为以微纤维玻璃棉为核心材料，开发"干净空气材料"、"高效节能材 料"和"无尘空调产品"，应用于"工业空间、移动空间、生活空间"三大空间。经公司自查核实，公司高 效节能材料中用于航空航天领域的产品2024年度收入占公司营收比例约为0.5%;其中，公司自2020年起 向国际某知名航天公司直接供应"高硅氧纤维产品"，2024年该项产品业务收入占公司总营收比例极低， 对公司业绩无重大影响，目前"高硅氧纤维产品"暂无在手订单，后续订单获取存在较大不确定性。 ...

Core Viewpoint - The company, Zai Sheng Technology (603601.SH), has acknowledged market discussions regarding its supply relationship with SpaceX, while clarifying that its revenue from aerospace-related products is minimal and does not significantly impact overall performance [1] Business Overview - The company's primary business focuses on microfiber glass wool as core material, developing "clean air materials," "high-efficiency energy-saving materials," and "dust-free air conditioning products" for three main applications: industrial space, mobile space, and living space [1] Financial Impact - Revenue from high-efficiency energy-saving materials used in the aerospace sector is projected to account for approximately 0.5% of the company's total revenue in 2024 [1] - Since 2020, the company has been supplying "high-silica fiber products" to a well-known international aerospace company, but the revenue from this product line is very low relative to total revenue for 2024 [1] - Currently, there are no existing orders for "high-silica fiber products," and future order acquisition is subject to significant uncertainty [1]

Core Viewpoint - The company has noted unusual trading activity related to its convertible bonds and is addressing market discussions regarding its supply to SpaceX, while clarifying its business focus and revenue impact from aerospace products [1] Group 1: Business Overview - The company's main business revolves around microfiber glass wool as core material, developing "clean air materials," "energy-efficient materials," and "dust-free air conditioning products" for three application spaces: industrial, mobile, and living [1] - The revenue from aerospace-related products within the energy-efficient materials segment is projected to account for approximately 0.5% of total revenue in 2024 [1] Group 2: Supply and Revenue Impact - Since 2020, the company has been supplying "high-silica fiber products" to a well-known international aerospace company, but the revenue contribution from this product line is extremely low and will not significantly impact overall performance [1] - Currently, there are no existing orders for "high-silica fiber products," and future order acquisition is subject to considerable uncertainty [1]

对于玻璃玻纤概念火热的原因，巨丰投顾高级投资顾问丁臻宇对记者表示："从需求端看，风电大型 化、新能源车轻量化推高高端玻璃玻纤的用量；从供给侧看，行业新增产能有限，叠加政策支持高端制 品，因而使得资金追捧头部企业。" 财通证券也认为，整体来看，2025年以来，玻璃纤维行业依旧延续高产能、供需失衡特征。电子纱刚需 支撑尚存，低介电产品需求依旧紧俏。从高端产品看，市场短期需求仍较强，低介电一代、二代市场仍 存缺口，而Low-CTE市场整体仍存较大缺口，短期高端产品价格大概率维持上涨态势。 记者注意到，玻璃玻纤相关概念股中，再升科技近期备受市场关注。 再升科技表示，未来将持续聚焦研发创新与产业升级，推动超细玻璃纤维、PTFE膜材料等核心技术的 迭代进步，巩固在高效空气过滤、航空、高铁动车、新能源汽车等高端供应链中的核心地位，以产品创 新带动公司业绩提升。 2025年以来，玻璃玻纤概念备受关注，截至12月25日记者发稿时间，玻璃玻纤板块指数年内累计涨幅为 59.02%。 12月25日，再升科技再度涨停，股价报12.13元/股，市值125亿元，换手率7.91%，静态市盈率137.69 倍。12月份以来，再升科技股价一改此 ...

截至发稿，袁旭累计任职时间1年239天，现任基金资产总规模52.66亿元，任职期间最佳基金回报 8.23%， 任职期间最差基金回报0.04%。 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。 数据显示，永赢基金旗下1只基金重仓再升科技。永赢合嘉一年持有混合A（017220）三季度持有股数 33.69万股，占基金净值比例为0.38%，位居第一大重仓股。根据测算，今日浮盈赚取约21.56万元。 永赢合嘉一年持有混合A（017220）成立日期2022年12月29日，最新规模2.58亿。今年以来收益 3.43%，同类排名7122/8088；近一年收益3.55%，同类排名7090/8058；成立以来收益5.36%。 永赢合嘉一年持有混合A（017220）基金经理为袁旭。 12月24日，再升科技涨6.38%，截至发稿，报10.67元/股，成交7.37亿元，换手率7.08%，总市值109.92 亿元。 资料显示，重庆再升科技股份有限公司位于重庆市渝北区回兴街道婵衣路1号，成立日期200 ...

Core Viewpoint - The article discusses the recent stock price surge of Zai Sheng Technology (603601.SH) amidst a backdrop of business hollowing, driven by speculative trading and questionable financial maneuvers by its controlling shareholder [4][7][17]. Group 1: Stock Performance and Market Dynamics - From December 8 to December 15, 2025, Zai Sheng Technology achieved six consecutive daily price limits, doubling its stock price [4]. - On December 22, 2025, the company's closing price reached 10.90 CNY per share, with a TTM price-to-earnings ratio of 131.9 [18]. - The stock's trading volume was notably high, with a daily turnover rate of 30.57% on December 22, indicating speculative trading behavior [6]. Group 2: Business Fundamentals and Revenue Concerns - Despite the stock price surge, the company's fundamentals are under pressure, with its aerospace-related revenue accounting for less than 0.5% of total revenue in 2024, and no current orders in hand [10][39]. - The company has experienced a continuous decline in net profit over the past three years, with decreases of 30.3%, 39.8%, and 74.8% from 2021 to 2023 [37]. - For the first three quarters of 2025, the company reported a revenue of 9.9 billion CNY, a year-on-year decrease of 10.1%, and a net profit of 81.25 million CNY, down 10.6% [39]. Group 3: Shareholder Actions and Financial Maneuvers - On December 8, 2025, the controlling shareholder, Guo Mao, signed an agreement to transfer 6.04% of the company's shares at a price of 5.53 CNY per share, totaling 344 million CNY [13][14]. - This transfer was executed under suspicious circumstances, as the stock price hit the daily limit on the same day the agreement was signed, raising concerns about potential insider trading [16]. - Guo Mao's cumulative cash-out from share sales, including this transfer, amounts to 880 million CNY, reducing his ownership from 44.75% to 27.09% [30]. Group 4: Corporate Governance and Future Outlook - The buyer of the shares, Zhongrong Huaxin, is characterized as a shell company with zero revenue and significant financial losses, raising questions about the legitimacy of the transaction [19][21]. - The company has faced challenges in its business expansion and project timelines, with delays in the completion of key projects and failed acquisitions [42][43]. - The article suggests that the controlling shareholder prioritizes capital operations over business development, indicating a lack of sustainable growth strategies [46].

12月19日，再升科技涨5%，截至发稿，报10.08元/股，成交21.47亿元，换手率21.60%，总市值103.84亿 元。 资料显示，重庆再升科技股份有限公司位于重庆市渝北区回兴街道婵衣路1号，成立日期2007年6月28 日，上市日期2015年1月22日，公司主营业务涉及微纤维玻璃棉及其制品的研发、生产和销售。主营业 务收入构成为：高效节能材料51.74%，干净空气材料33.29%，无尘空调产品10.73%，其他(补 充)4.24%。 永赢合嘉一年持有混合A（017220）基金经理为袁旭。 截至发稿，袁旭累计任职时间1年234天，现任基金资产总规模52.66亿元，任职期间最佳基金回报 8.11%， 任职期间最差基金回报0.01%。 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 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓再升科技。永赢合嘉一年持有混合A（017220）三季度持有股数 33.69万股，占基金净值比例为0.38%，位居第一 ...

Core Viewpoint - Chongqing Zaiseng Technology Co., Ltd. has experienced significant stock price fluctuations, with a cumulative increase of over 20% in two consecutive trading days, indicating abnormal trading conditions [2][6]. Group 1: Stock Performance - The company's stock price increased by 82.48% over seven trading days from December 5 to December 15, 2025, with six instances of hitting the daily limit [2][11]. - As of December 15, 2025, the closing price of the stock was 9.27 yuan per share, with a TTM PE ratio of 117.71, significantly higher than the industry average PE ratio of 53.94 [5][11]. Group 2: Business Operations - The company confirmed that its production and operations are normal, with no significant changes in the internal or external business environment [8]. - The company is primarily engaged in developing "clean air materials," "high-efficiency energy-saving materials," and "dust-free air conditioning products," with a small portion of revenue (approximately 0.5%) coming from aerospace-related products [4][9]. Group 3: Shareholder Activities - The controlling shareholder, Mr. Guo Mao, is planning to transfer part of his shares, which requires compliance with relevant regulations and may involve uncertainties regarding completion [3][10].