根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，在回购股份期间公司应当在每个月的前三个交 易日内披露截至上月末的回购进展情况。现将公司截至上月末的回购进展情况公 告如下： 一、回购股份的进展情况 1 证券代码：002643 证券简称：万润股份 公告编号：2026-005 中节能万润股份有限公司 关于回购股份进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 中节能万润股份有限公司（以下简称"公司"或"万润股份"）于 2025 年 4 月 23 日召开第六届董事会第十一次会议、于 2025 年 5 月 21 日召开 2024 年度 股东大会，审议通过了《万润股份：关于回购股份方案的议案》，同意公司使用 自有资金及股票回购专项贷款，通过深圳证券交易所交易系统以集中竞价交易方 式回购公司已发行的人民币普通股（A 股），用于减少公司注册资本。本次用于 回购股份的资金总额不低于人民币 1 亿元（含本数），不超过人民币 2 亿元（含 本数），回购价格不超过人民币 16.55 元/股（含本数），回购期限为自公司 2 ...

每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 （记者 曾健辉） 每经AI快讯，万润股份2月2日晚间发布公告称，截至2026年1月31日，公司通过股份回购专用证券账户 以集中竞价方式回购公司股份约464万股，占公司当前总股本约9.23亿股的0.5024%，购买股份的最高成 交价为16元/股，最低成交价为11.31元/股，已使用资金总额约为6036万元。 ...

Core Viewpoint - Wanrun Co., Ltd. has shown a positive stock performance with a year-to-date increase of 14.08%, despite a recent decline of 3.50% over the last five trading days [1]. Group 1: Stock Performance and Market Activity - As of January 30, Wanrun's stock price reached 17.10 CNY per share, with a trading volume of 2.94 billion CNY and a market capitalization of 15.783 billion CNY [1]. - The net inflow of main funds was 23.41 million CNY, with large orders accounting for 21.75% of purchases and 17.80% of sales [1]. - The stock has experienced a 27.14% increase over the past 60 days [1]. Group 2: Company Overview - Wanrun Co., Ltd. is located in Yantai, Shandong Province, and was established on July 5, 1995, with its IPO on December 20, 2011 [1]. - The company operates in three main sectors: electronic information materials, environmental materials, and health products, with functional materials contributing 78.58% to revenue [1]. Group 3: Financial Performance - For the period from January to September 2025, Wanrun reported a revenue of 2.826 billion CNY, reflecting a year-on-year growth of 2.31%, and a net profit of 306 million CNY, up by 3.27% [2]. - The company has distributed a total of 2.005 billion CNY in dividends since its A-share listing, with 646 million CNY in the last three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 13.28% to 42,100, while the average number of circulating shares per person increased by 15.31% to 21,575 shares [2]. - Notable shareholders include Hong Kong Central Clearing Limited and Guangfa Multi-Factor Mixed Fund, with the latter being a new entrant among the top ten shareholders [3].

重组蛋白板块领跌，下跌1.42%，其中百普赛斯下跌7.3%，近岸蛋白下跌2.81%，海特生物下跌2.16%， 三生国健跌超3%。（AI生成） ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券日报网讯 1月26日，万润股份在互动平台回答投资者提问时表示，2025年12月3日至2026年1月6 日，公司控股股东、实际控制人中国节能环保集团有限公司以自有资金及股票增持专项贷款通过集中竞 价方式累计增持公司股份7504211股，增持比例0.81%，具体情况详见公司于2026年1月7日披露的《万 润股份：关于控股股东、实际控制人增持公司股份权益变动触及1%整数倍暨增持计划进展情况的公 告》（公告编号：2026-004）。公司会持续关注增持情况，按照相关规定及时履行信息披露义务。 ...

Core Viewpoint - Wanrun Co., Ltd. positions itself as a solid backing in the semiconductor manufacturing materials sector, aiming to provide high-quality products and services to downstream semiconductor finished material companies [1] Group 1: Company Positioning - The company focuses on becoming a key player in the semiconductor manufacturing materials industry [1] - Wanrun's product offerings in the semiconductor manufacturing materials field include upstream materials for photoresists, such as photoresist monomers, photoresist resins, and photoacid generators [1] Group 2: Product Offerings - The company also provides cleaning agent additives used in semiconductor processes [1]

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

Group 1 - The core viewpoint of the article is that Wanrun Co., Ltd. specializes in liquid crystal intermediate materials, which are primarily used in the production of liquid crystal monomer materials for display applications [2] - The liquid crystal monomer materials are mainly applied in the formulation of display mixed liquid crystals, which are processed by downstream mixed liquid crystal manufacturers [2] - The final product, display mixed liquid crystal materials, is utilized in the production of liquid crystal display panels [2]

Core Viewpoint - Wanrun Co., Ltd. (002643) is focusing on high-performance polymer products, specifically polyether imide (PEI) materials, targeting downstream applications in extrusion, injection molding, and modification [1] Group 1: Company Focus - The company is engaging with downstream clients in the aerospace composite materials sector [1] - Specific applications of the PEI materials include injection-molded components used in aircraft fluid separation electromagnetic valves [1] - The quality of these products must meet stringent customer quality standards [1]

Core Viewpoint - Wanrun Co., Ltd. has successfully developed perovskite photovoltaic materials and is currently meeting downstream market demand with its production capacity [1] Group 1 - The company has achieved supply of perovskite photovoltaic materials and can theoretically apply them in space perovskite solar panel battery fields [1] - Currently, the downstream market is primarily in the product development or optimization stage, with the company optimistic about the future growth of perovskite solar cells [1] - The company's market development efforts are actively ongoing, having already supplied products to multiple downstream clients, and aims to provide quality products and technical support to more downstream enterprises in the future [1]