登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603863 证券简称：松炀资源 公告编号：2026-004 本次公开挂牌转让子公司股权事项，最终交易对方、交易价格以及能否转让成功等实施情况存在不确定 性。公司将根据事项进展情况及时履行信息披露义务，敬请广大投资者关注公司后续相关公告并注意投 资风险。 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、准确性和完整性承担个别及连带责任。 一、交易概述 为进一步盘活公司存量资产，优化资产结构，广东松炀再生资源股份有限公司（以下简称"公司"）于 2025年12月3日在广东股权交易中心公开挂牌转让全资子公司汕头市松炀新材料特种纸有限公司（以下 简称"松炀新材"）100%的股权，首次挂牌转让价为松炀新材100%股权对应价值（根据股权评估价值为 依据，综合考虑资产市场价值等情况）人民币10,000.00万元，具体内容详见公司分别于2025年11月15 日、2025年12月19日、2026年1月6日及2026年1月23日发布于上海证券交易所网站（www.sse.com.cn） 的《关于公开挂牌转让子公司股权的 ...

为进一步盘活公司存量资产，优化资产结构，广东松炀再生资源股份有限公 司（以下简称"公司"）于 2025 年 12 月 3 日在广东股权交易中心公开挂牌转让 全资子公司汕头市松炀新材料特种纸有限公司（以下简称"松炀新材"）100% 的股权，首次挂牌转让价为松炀新材 100%股权对应价值（根据股权评估价值为 依据，综合考虑资产市场价值等情况）人民币 10,000.00 万元，具体内容详见公 司分别于 2025 年 11 月 15 日、2025 年 12 月 19 日、2026 年 1 月 6 日及 2026 年 1 月 23 日发布于上海证券交易所网站（www.sse.com.cn）的《关于公开挂牌转 让子公司股权的公告》（公告编号：2025-050）、《关于公开挂牌转让子公司股 权的进展公告》（公告编号：2025-061）、《关于公开挂牌转让子公司股权的进 展公告》（公告编号：2026-001）及《关于公开挂牌转让子公司股权的进展公告》 （公告编号：2026-003）。 二、交易进展情况 2026 年 1 月 23 日，"汕头市松炀新材料特种纸有限公司 100%股权"项目第 四次在广东股权交易中心挂牌，本次挂牌 ...

松炀资源公告称，2025年12月3日起，公司在广东股权交易中心公开挂牌转让全资子公司松炀新材100% 股权，首次挂牌转让价1亿元。2026年1月23日第四次挂牌，转让价5120万元。截至2月6日未征集到合格 意向方。公司将于2月10日以4096万元第五次挂牌转让该股权，后续将依规选择延长公告期或终结信息 发布，必要时再调整价格，最终交易情况待定。 ...

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603863 | 松炀资源 | 兼 | 10.00 | 44.12亿 | 8.07 | | 600963 | 岳阳林纸 | | 9.28 | 101亿 | 23.55 | | 920394 | 民达 | 事 | 6.82 | 86.83 Z | 45.09 | | 600356 | 恒丰纸业 | 1 | 4.73 | 28.47 亿 | 8.54 | | 301469 | 恒达新材 | | 4.65 | 29.58亿 | 8.86 | | 600966 | 博汇纸业 | | 4.21 | 99.19亿 | 8.64 | | 605007 | 五洲特纸 | | 2.68 | 67.55亿 | 5.11 | | 600103 | 青山紙业 | | 2.40 | 86.05亿 | -8.35 | | 002012 | 凯恩股份 | | 2.23 | 29.97亿 | -0.62 | | 600793 | 宜宾纸业 | 1 | 1.84 | 37.22 乙 | - ...

Group 1: Robotics Sector - The robotics concept stocks experienced a significant surge, with Tianqi Co., Ltd. (002009) and Baida Precision Engineering (603331) hitting the daily limit up, while Ruixin Technology and ST Saiwei rose over 11% [1][2] - Notable stocks in the robotics sector included: - Sikan Technology (688583) with a 20% increase - Ruixin Technology (300828) up by 11.13% - ST Saiwei (300044) rising by 11.07% - Oke Yi (688308) increasing by 10.28% - Changfei Optical Fiber (601869) and Tianqi Co., Ltd. both up by 10% [2] Group 2: Robotics Innovation Center - On January 29, the Beijing Humanoid Robot Innovation Center's pilot verification platform was officially launched, marking the first humanoid robot pilot verification platform in Beijing [3] - The platform includes small-batch production lines and testing laboratories, capable of providing comprehensive pilot services from core components to complete machines, with a production capacity of 5,000 humanoid robots annually [3] Group 3: Paper Industry - The paper sector also saw gains, with Yueyang Forest Paper hitting the daily limit up, while other stocks like Songyang Resources, Minshida, and Hengda New Materials followed suit [3][4] - Key performers in the paper industry included: - Yueyang Forest Paper (600963) with a 10.04% increase - Songyang Resources (603863) up by 9.44% - Minshida (920394) rising by 6.91% [4]

证券之星消息，1月29日造纸板块较上一交易日上涨0.02%，岳阳林纸领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。造纸板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600963 | 岳阳林纸 | 5.28 | 4.76% | 162.88万 | 8.70亿 | | 002012 | 凯恩股份 | 6.27 | 3.64% | 42.52万 | 2.70亿 | | 000488 | ST晨鸣 | 2.20 | 2.33% | 25.22万 | 5524.29万 | | 600793 | 宜宾纸业 | 20.66 | 1.67% | 4.09万 | 8469.82万 | | 002235 | 安妮股份 | 9.87 | 0.82% | 38.84万 | 3.87亿 | | 600567 | 山鹰国际 | 1.67 | 0.60% | 85.04万 | 1.42亿 | | 603733 | 仙鹤股份 | 24.12 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002078 | 太阳纸业 | 16.37 | 0.55% | 29.73万 | | 4.89亿 | | 600966 | 博汇纸业 | 7.30 | 0.55% | 21.27万 | | 1.55亿 | | 002235 | 安妮股份 | 10.08 | 0.50% | 31.62万 | | 3.18亿 | | 301469 | 恒达新材 | 32.26 | 0.31% | 2.77万 | | 8866.86万 | | 600963 | 岳阳林纸 | 4.86 | 0.21% | 37.09万 | | 1.79亿 | | 600433 | 冠蒙高新 | 3.47 | 0.00% | 43.37万 | | 1.51亿 | | 605377 | 华旺科技 | 8.60 | -0.12% | 11.22万 | | 9738.22万 | | 600356 | 恒丰纸业 | 9.20 | -0.33% | 4.97万 | | 4536.70 ...

Market Overview - The paper sector experienced a decline of 0.37% on January 26, with Minshida leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers in the paper sector included: - Rongsheng Environmental: closed at 15.24, up 4.03% with a trading volume of 83,700 shares and a turnover of 126 million yuan [1] - Xianhe Co.: closed at 24.33, up 1.33% with a trading volume of 67,100 shares and a turnover of 162 million yuan [1] - Bohui Paper: closed at 7.26, up 1.26% with a trading volume of 258,900 shares and a turnover of 2.68 million yuan [1] - Decliners included: - Minshida: closed at 60.63, down 3.91% with a trading volume of 43,900 shares and a turnover of 267 million yuan [2] - Zhixing Paper: closed at 5.69, down 3.72% with a trading volume of 1,020,800 shares and a turnover of 586 million yuan [2] - Songyang Resources: closed at 20.63, down 3.55% with a trading volume of 95,700 shares and a turnover of 201 million yuan [2] Capital Flow - The paper sector saw a net outflow of 228 million yuan from main funds, while retail investors contributed a net inflow of 272 million yuan [2] - Key stocks with significant capital flow included: - Rongsheng Environmental: main funds net inflow of 16.49 million yuan, retail net outflow of 13.34 million yuan [3] - Shanying International: main funds net inflow of 15.57 million yuan, retail net outflow of 2.45 million yuan [3] - Wuzhou Special Paper: main funds net inflow of 12.66 million yuan, retail net outflow of 11.05 million yuan [3]

Group 1 - The paper sector experienced a slight increase of 0.09% on January 23, with Minshida leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up by 0.33%, while the Shenzhen Component Index closed at 14439.66, up by 0.79% [1] - Key stocks in the paper sector showed varied performance, with Minshida rising by 11.09% to a closing price of 63.10 [1] Group 2 - The paper sector saw a net outflow of 227 million yuan from major funds, while retail investors contributed a net inflow of 280 million yuan [2] - Among individual stocks, Minshida had a significant net inflow of 61.21 million yuan from major funds, while other stocks like Annie Co. and Qifeng New Materials experienced mixed fund flows [3] - The overall trading volume and turnover in the paper sector reflected active participation, with notable transactions in stocks like Annie Co. and Qifeng New Materials [2][3]