1月28日，博威合金盘中上涨2.03%，截至13:08，报20.56元/股，成交4.58亿元，换手率2.48%，总市值 188.79亿元。 截至1月20日，博威合金股东户数6.02万，较上期增加7.54%；人均流通股14685股，较上期减少7.02%。 2025年1月-9月，博威合金实现营业收入154.74亿元，同比增长6.07%；归母净利润8.81亿元，同比减少 19.76%。 分红方面，博威合金A股上市后累计派现16.94亿元。近三年，累计派现9.23亿元。 机构持仓方面，截止2025年9月30日，博威合金十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股1084.19万股，相比上期增加592.59万股。诺安先锋混合A（320003）位居第八大流通股 东，持股831.59万股，为新进股东。光伏ETF（515790）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流出3623.24万元，特大单买入2286.40万元，占比5.00%，卖出3093.96万 元，占比6.76%；大单买入7898.60万元，占比17.26%，卖出1.07亿元，占比23.42%。 博威合金今年以来股价 ...

Core Viewpoint - The stock of Bowei Alloy has shown a positive trend with a year-to-date increase of 10.44%, indicating strong market interest and potential growth in the company's performance [1]. Group 1: Stock Performance - As of January 23, Bowei Alloy's stock price reached 23.60 CNY per share, with a trading volume of 4.00 billion CNY and a market capitalization of 216.71 billion CNY [1]. - The stock has experienced a 3.06% increase over the past five trading days, a 7.37% increase over the past 20 days, and a 4.84% increase over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Bowei Alloy reported a revenue of 154.74 billion CNY, reflecting a year-on-year growth of 6.07%. However, the net profit attributable to shareholders decreased by 19.76% to 8.81 billion CNY [2]. - The company has distributed a total of 16.94 billion CNY in dividends since its A-share listing, with 9.23 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of January 9, 2025, the number of shareholders for Bowei Alloy increased by 5.88% to 56,000, while the average number of circulating shares per person decreased by 4.12% to 15,792 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the seventh largest shareholder with an increase of 5.93 million shares, and Nuoan Pioneer Mixed A entering as the eighth largest shareholder with 8.32 million shares [3].

围绕"One Arkema"战略，阿科玛将持续推动跨事业部、跨职能、跨区域的协同运作，使研发、运营等 团队更早、更深入地参与客户项目与应用开发过程。通过这种一体化的协同模式，阿科玛与客户共同应 对技术选择、性能验证和规模化落地过程中的关键挑战，从而进一步提升客户亲密度和合作黏性。同 时，依托阿科玛的全球布局和跨区域协同能力，集团也能在客户拓展海外市场的过程中，为其提供连续 的技术支持与供应保障，陪伴中国客户在全球不同地区实现稳健发展。 2026年，阿科玛集团将迎来上市20周年这一关键里程碑。在集团持续发展的过程中，中国市场作为阿科 玛的第二大国家市场，始终扮演着重要角色，不仅支撑业务规模稳步增长，也成为推动材料创新的战略 阵地。2026年是"十五五"规划的开局之年，阿科玛将以更贴近中国市场、更贴近客户的方式推进创新和 业务布局。 以差异化解决方案实现增长 基于在中国市场的长期实践，阿科玛认为，在产业结构调整和转型升级的背景下，中国市场将持续释放 出对高性能、可持续材料的需求。在新的一年，增长动力将更多来自差异化解决方案、应用创新以及与 客户的深度协同合作。 从阿科玛自身的发展实践来看，中国市场的吸引力首先体现 ...

Core Viewpoint - The stock of Bowei Alloy has experienced fluctuations, with a recent decline of 2.14%, and the company shows mixed financial performance with a revenue increase but a decrease in net profit [1][2]. Group 1: Stock Performance - As of January 13, Bowei Alloy's stock price is 22.45 CNY per share, with a market capitalization of 19.866 billion CNY [1]. - Year-to-date, the stock has increased by 5.05%, with a 0.90% rise over the last five trading days and a 7.16% increase over the last 20 days, while it has decreased by 1.01% over the last 60 days [1]. - The net outflow of main funds was 13.3285 million CNY, with significant buying and selling activity from large orders [1]. Group 2: Financial Performance - For the period from January to September 2025, Bowei Alloy achieved a revenue of 15.474 billion CNY, representing a year-on-year growth of 6.07%, while the net profit attributable to shareholders decreased by 19.76% to 0.881 billion CNY [2]. - The company has distributed a total of 1.694 billion CNY in dividends since its A-share listing, with 0.923 billion CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of January 9, 2025, the number of shareholders for Bowei Alloy increased to 56,000, a rise of 5.88%, while the average circulating shares per person decreased by 4.12% to 15,792 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.8419 million shares, an increase of 5.9259 million shares from the previous period, while a new shareholder, Nuoan Pioneer Mixed A, holds 8.3159 million shares [3].

| 项目 | 2025年6月30日 /2025年1月-6 | 2024年12月31日 | 2023年12月31日 | 2022年12月31号 | | --- | --- | --- | --- | --- | | | 月 | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 584,274,956.36 | 546,456,664.74 | 505,508,811.62 | 478.901,018.09 | | 股东权益合计(元) | 546.530.130.99 | 514.708.747.52 | 474.580.537.99 | 405.059.349.80 | | 归属于母公司所有者 的股东权益(元) | 546,530,130.99 | 514.708.747.52 | 474.580.537.99 | 405.059.349.80 | | 资产负债率(母公司) (%) | 6.46 | 5.81 | 6.12 | 15.42 | | 营业收入(元) | 133.840.885.73 | 194,049,602.25 | 206.601,330.88 | 267,1 ...

Group 1 - The core viewpoint of the news is that Bowei Alloy has shown a positive stock performance recently, with a 4.87% increase in stock price since the beginning of the year and a total market capitalization of 19.53 billion yuan [1] - As of December 31, the number of shareholders for Bowei Alloy increased to 52,900, reflecting a 13.73% rise compared to the previous period [2] - The company reported a revenue of 15.474 billion yuan for the period from January to September 2025, marking a year-on-year growth of 6.07%, while the net profit attributable to shareholders decreased by 19.76% to 880 million yuan [2] Group 2 - Bowei Alloy has a diverse revenue structure, with 77.63% of its income coming from new materials, 21.23% from new energy products, and 1.14% from other sources [1] - The company has distributed a total of 1.694 billion yuan in dividends since its A-share listing, with 923 million yuan distributed over the past three years [3] - Institutional holdings show that Hong Kong Central Clearing Limited is the seventh largest shareholder, increasing its stake by 5.926 million shares, while Nuoan Pioneer Mixed A has entered as a new shareholder with 8.316 million shares [3]

Core Viewpoint - The stock of Bowei Alloy has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 18.958 billion yuan, indicating a mixed performance in the market [1]. Group 1: Stock Performance - As of January 8, Bowei Alloy's stock price was 21.75 yuan per share, with a trading volume of 5.09 billion yuan and a turnover rate of 2.66% [1]. - Year-to-date, the stock has increased by 1.78%, but it has seen a decline of 0.50% over the last five trading days and a drop of 14.87% over the last 60 days [1]. Group 2: Financial Performance - For the period ending September 30, 2025, Bowei Alloy reported a revenue of 15.474 billion yuan, reflecting a year-on-year growth of 6.07%, while the net profit attributable to shareholders decreased by 19.76% to 881 million yuan [2]. - The company has distributed a total of 1.694 billion yuan in dividends since its A-share listing, with 923 million yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of December 31, the number of shareholders for Bowei Alloy increased to 52,900, a rise of 13.73%, while the average circulating shares per person decreased by 6.71% to 16,470 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.8419 million shares, an increase of 5.9259 million shares from the previous period, while the Noan Pioneer Mixed A fund is a new entrant with 8.3159 million shares [3].

瑞财经 王敏 近日，据北交所官网，淮南文峰光电科技股份有限公司（以下简称"文峰光电"）北交所IPO 获受理，保荐机构为国元证券，保荐代表人为胡义伟、夏小伍。 业绩方面，2022年至2024年及2025年上半年（报告期内），文峰光电营业收入分别为2.67亿元、2.07亿 元、1.94亿元、1.34亿元，净利润分别为1.07亿元、6952.12万元、5812.82万元、4862.14万元。 2025年1-9月，公司实现营业收入1.92亿元，较上年同期增长21.43%；归属于母公司所有者的净利润为 6579.77万元，较上年同期上升30.90%；归属于母公司所有者的扣除非经常性损益后的净利润为6084.87 万元，较上年同期上升30.84%。 报告期内，公司存在三次股利分配情况，合计9480万元：2022年6月，以公司注册资本6000万元为基 数，向全体股东按每1元注册资本派发现金股利1元（含税），合计派发现金股利6000万元；2024年5 月，审议通过2023年度权益分派方案，以公司总股本6000万股为基数，向全体股东每10股派发3元人民 币现金红利，合计派发现金股利1800万元；2025年4月，审议通过2024 ...

瑞财经 王敏 近日，据北交所官网，淮南文峰光电科技股份有限公司（以下简称"文峰光电"）北交所IPO 获受理，保荐机构为国元证券，保荐代表人为胡义伟、夏小伍。 招股书显示，文峰光电主要从事高性能、高可靠性特种线缆及光电组件等产品的研发、生产和销售，产 品广泛应用于航空、航天、兵器、军工电子、舰船、核工业等领域。 本次IPO，文峰光电拟投入募集资金金额2.77亿元，分别用于航空航天用轻型线缆扩建项目、特种综合 缆及光电组件扩建项目及研发中心建设项目。 | 项目 | 2025年6月30日 /2025年1月-6 | 2024年12月31日 | 2023年12月31日 | 2022年12月31日 | | --- | --- | --- | --- | --- | | | | /2024年度 | /2023年度 | /2022年度 | | | 月 | | | | | 资产总计(元) | 584,274,956.36 | 546,456,664.74 | 505,508,811.62 | 478.901,018.09 | | 股东权益合计(元) | 546.530.130.99 | 514.708.747.52 | 474 ...

超50亿元资金涌入，让脑机接口这个长期被视为人类"终极想象"的领域重新站到聚光灯下。表面看是马 斯克宣布2026年量产的消息催化，背后也离不开政策支持、突破性的技术进展以及可预见的广阔前景等 因素的共同驱动。这是否意味着，一个曾被认为遥远的未来，正加速向我们驶来？ 1月5日，A股脑机接口概念板块掀涨停潮，超50亿元资金流入该板块。此番行情的导火索源自马斯克近 日在社交媒体上宣布，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行大规模生产，这被 市场普遍解读为行业商业化进程的关键节点。事实上，脑机接口行情的持续发酵是政策、技术与临床进 展、想象力三重动力共振的结果。 一是政策定调明确，支撑长期发展逻辑。2025年3月，国家医保局发布《神经系统医疗服务价格项目立 项指南》，专门为脑机接口新技术价格单独立项。同年7月，工业和信息化部等七部门联合印发《关于 推动脑机接口产业创新发展的实施意见》。"十五五"规划建议亦明确指出，推动"脑机接口"成为新的经 济增长点。 二是技术突破与临床验证构成核心催化。2025年普遍被视作侵入式脑机接口的"临床实证元年"，多项里 程碑进展为行业注入"强心针"。例如，脑 ...