Group 1 - The energy sector is experiencing a rise, with the China Securities New Energy Index increasing by 1.30% as of January 9, 2026, and key stocks such as Mingyang Smart Energy, Goldwind Technology, and Xiamen Tungsten rising by 10.03%, 9.99%, and 9.86% respectively [1] - The globalization and acceleration of intelligence in the new energy vehicle industry is expected to lead to a total export volume of 3.03 million units in 2026, representing a year-on-year growth of 34% and an increase in penetration rate to 45% [1] - AI technology is reshaping the in-car experience, becoming a key differentiator in the market, while advancements in smart driving technology and high-performance chips are accelerating the deployment of new architectures [1] - The demand for upgrading and replacing vehicles is driving consumption upgrades, with high-end vehicle markets outperforming economy models, and domestic brands showing significant potential for market share growth [1] - Despite intensified competition leading to profit pressure, the increase in exports, economies of scale, and local production capacity are expected to enhance the overseas profitability of automotive companies [1] Group 2 - The construction of a national unified electricity market is accelerating, with expected grid investments during the 14th Five-Year Plan period to exceed 4 trillion yuan, a significant increase from 2.8 trillion yuan during the 13th Five-Year Plan [2] - The main grid construction will support the interconnection of the national grid, which is a crucial foundation for building a unified national electricity market and will remain a key focus area [2] - As of December 31, 2025, the top ten weighted stocks in the China Securities New Energy Index include CATL, Sungrow Power, TBEA, LONGi Green Energy, Huayou Cobalt, EVE Energy, China National Nuclear Power, Ganfeng Lithium, Tianci Materials, and Three Gorges Energy, collectively accounting for 43.23% of the index [2]

Group 1 - Multiple A-share listed companies have disclosed their 2025 performance forecasts, with many reporting significant profit growth, including Shenzhen Zhongke Lanyun Technology Co., Ltd., Whirlpool (China) Co., Ltd., and others, expecting net profits to increase by over 100% year-on-year [1][2] - Zhongke Lanyun expects a net profit of approximately 1.4 billion to 1.43 billion yuan for 2025, representing a year-on-year growth of 366.51% to 376.51% [1] - Whirlpool anticipates a net profit of around 505 million yuan for 2025, with a year-on-year increase of about 150%, driven by technological innovation and increased orders [1] Group 2 - Tianqi Materials, a leader in electrolyte production, forecasts a net profit of 1.1 billion to 1.6 billion yuan for 2025, reflecting a year-on-year growth of 127.31% to 230.63%, attributed to rising demand in the new energy vehicle and energy storage markets [2] - Guangku Technology expects a net profit of 169 million to 182 million yuan for 2025, with a year-on-year increase of 152% to 172%, driven by technological innovation and cost control measures [2] Group 3 - Analysts indicate that the performance changes of listed companies reflect industry prosperity and development trends, particularly in sectors like information technology and healthcare, showcasing a deepening of technology-driven industrial transformation [3] - In a market characterized by structural differentiation, company performance is becoming a key metric for investors to distinguish between genuine growth and speculative themes, with emerging industries shifting from being policy-driven to being driven by both policy and market forces [3]

证券日报网讯 1月8日，天赐材料发布公告称，公司第六届董事会第四十一次会议审议通过《关于增加 商品期货套期保值业务额度的议案》《关于使用部分闲置募集资金进行现金管理的议案》。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月8日，天赐材料发布公告称，2026 年 1 月 7 日，公司召开第六届董事会第四十一次会 议审议通过了《关于增加商品期货套期保值业务额度的议案》，同意公司及子公司开展最高保证金额度 由不超过人民币 1.5 亿元或等值其他外币金额增加至不超过人民币 3 亿元或等值其他外币金额，预计任 一交易日持有的最高合约价值由不超过人民币 15 亿元或等值其他外币金额增加至不超过人民币 30 亿元 或等值其他外币金额，上述额度在有效期限内可循环滚动使用。本次业务期限内任一时点的交易金额 （含前述交易的收益进行再交易的相关金额）将不超过前述已审议额度。如单笔交易的存续期超过了授 权期限，则授权期限自动顺延至该笔交易终止时止。该事项尚需股东会审议。 ...

Group 1 - Jinli Permanent Magnet expects a net profit of 660 million to 760 million yuan for 2025, representing a year-on-year growth of 127% to 161% [1] - Wens Foodstuffs anticipates a net profit of 5 billion to 5.5 billion yuan for 2025, a decrease of 40.73% to 46.12% compared to the previous year [2] - New Open Source plans to repurchase shares worth 40 million to 50 million yuan, with a maximum repurchase price of 25.77 yuan per share [3] Group 2 - Fosun Pharma's subsidiary has had a drug registration application accepted for a new drug targeting ALK-positive non-small cell lung cancer [4] - Leike Film reported a net profit of -86 million yuan for the first three quarters of 2025, indicating a potential annual loss [5] - Crown Stone Technology's application for a specific issuance of A-shares has been accepted by the Shanghai Stock Exchange [6] Group 3 - Dongxin Technology has completed the business registration change for its subsidiary, Lishuan Technology, and has invested 211 million yuan in it [7] - Tianci Materials has increased its commodity futures hedging business limit from 150 million to 300 million yuan [8] - Gaode Infrared's actual controller has reduced his shareholding by 0.54%, bringing his stake down to 62.95% [9] Group 4 - Tianyong Intelligent expects a net profit of 10 million to 15 million yuan for 2025, marking a turnaround from losses [10][11] - China Merchants Energy anticipates a net profit of 6 billion to 6.6 billion yuan for 2025, an increase of 17% to 29% year-on-year [18] - Guangdong Electric Power A's Huizhou Power Plant's Unit 5 has been put into commercial operation, with an investment of 8.05 billion yuan [19] Group 5 - Jianghuai Automobile reported a 42.24% year-on-year increase in sales volume for December 2025 [25] - China Pharmaceutical's subsidiary has received a drug registration certificate for a new medication [26] - TianNeng Co. plans to use up to 12 billion yuan of its own funds for entrusted wealth management [27] Group 6 - Luoyang Huizhong reported a 10.55% month-on-month decrease in sales revenue from live pigs for December 2025 [28] - Baolidi expects a net profit of 145 million to 152 million yuan for 2025, a year-on-year increase of 27.17% to 33.30% [30] - Changchun High-tech's subsidiary has had a melatonin granule registration application accepted [31] Group 7 - Zhongmin Energy reported a 4.46% year-on-year decrease in cumulative on-grid electricity for 2025 [32] - Huaxin Electronics reported a 7.79% year-on-year decrease in consolidated operating revenue for December 2025 [35] - Xiamen Airport reported a 2.79% year-on-year increase in passenger throughput for December 2025 [36] Group 8 - Baiyun Airport reported a 12.27% year-on-year increase in passenger throughput for December 2025 [37] - Pulaike has received a new veterinary drug registration certificate for a chewable tablet [38] - Yunnan Energy Holdings' subsidiary has reduced its stake to 84% after a capital increase [39] Group 9 - Gansu Energy Chemical's new thermal power project has successfully completed trial operation [41] - Zhenghong Technology reported a significant decrease in sales revenue from live pigs for December 2025 [42] - Huasheng Lithium Battery is planning to issue H-shares for listing on the Hong Kong Stock Exchange [43] Group 10 - Jincheng Mining has signed a mining production contract with an estimated total price of approximately 510 million yuan [44] - Microchip Biotech has received approval for clinical trials of a new drug for pancreatic cancer [45] - Yahon Pharmaceutical has completed the first patient enrollment for a Phase I clinical trial of its drug [46]

每经AI快讯，天赐材料1月8日晚间发布公告称，公司第六届第四十一次董事会会议于2026年1月7日以 通讯方式召开。会议审议了《关于使用部分闲置募集资金进行现金管理的议案》等文件。 （记者 王瀚黎） 每经头条（nbdtoutiao）——培训5天就考证！滑雪教练速成班乱象调查：零基础也可报名，学时还 能"注水" ...

每经AI快讯，1月8日，天赐材料(002709.SZ)公告称，公司第六届董事会第四十一次会议审议通过增加 商品期货套期保值业务额度，由不超过1.5亿元增加至不超过3亿元，预计任一交易日持有的最高合约价 值由不超过15亿元增加至不超过30亿元。同时，公司同意使用不超过6亿元的闲置募集资金进行现金管 理，期限不超过12个月。上述议案尚需提交股东会审议。 ...

中国国际金融股份有限公司 关于广州天赐高新材料股份有限公司 使用部分闲置募集资金进行现金管理的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为广州 天赐高新材料股份有限公司（以下简称"天赐材料"或"公司"）的持续督导保荐机 构。根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《深 圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作》等相关法律、法规和规范性文件的规定，就公司使 用部分闲置募集资金进行现金管理事项进行审慎核查，核查意见如下： 一、公开发行可转换公司债券募集资金基本情况 经中国证券监督管理委员会《关于核准广州天赐高新材料股份有限公司公开 发行可转换公司债券的批复》（证监许可〔2022〕1883 号）的核准，并经深圳证 券交易所同意，公司获准向社会公开发行 A 股可转换公司债券 34,105,000 张， 每张面值 100 元，发行总额 3,410,500,000 元，扣除各项发行费后，实际募集资 金净额为人民币 3,395,079,452.82 元。致同会计师事务所（特殊普通合伙）已于 2022 年 9 月 ...

天赐材料（002709） 证券代码：002709 证券简称：天赐材料 公告编号：2026-010 广州天赐高新材料股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 广州天赐高新材料股份有限公司（以下简称"公司"）于2026年1月7日召开第 六届董事会第四十一次会议审议通过了《关于使用部分闲置募集资金进行现金管 理的议案》，同意公司在确保不影响募集资金投资计划正常进行的情况下，使用 部分闲置募集资金购买安全性高、流动性好、满足保本要求的理财产品或存款类 产品。闲置募集资金的使用额度不超过人民币6亿元，在上述额度范围内，资金 可以滚动使用，期限不超过12个月，公司将视募集资金闲置情况合理开展现金管 理。现将具体内容公告如下： 一、公开发行可转换公司债券募集资金基本情况 经中国证券监督管理委员会《关于核准广州天赐高新材料股份有限公司公开 发行可转换公司债券的批复》（证监许可〔2022〕1883 号）的核准，并经深圳证 券交易所同意，公司获准向社会公开发行 A 股可转换公司债券 34,105,000 张， 每张面 ...

天赐材料（002709） 证券代码：002709 证券简称：天赐材料 公告编号：2026-009 二、商品期货套期保值业务的基本情况 1、交易品种：与公司生产经营相关的碳酸锂、棕榈油和铜期货品种。 广州天赐高新材料股份有限公司 关于增加商品期货套期保值业务额度的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广州天赐高新材料股份有限公司（以下简称"公司"）于 2025 年 8 月 15 日 召开第六届董事会第三十四次会议和第六届监事会第二十七次会议，审议通过了 《关于开展商品期货套期保值业务的议案》，同意公司及子公司开展最高保证金 额度不超过人民币 1.5 亿元或等值其他外币金额的商品期货套期保值业务，商品期 货套期保值品种为与公司生产经营相关的碳酸锂、棕榈油、铜原材料相关的期货 品种，具体内容详见公司于巨潮资讯网刊登的《关于开展商品期货套期保值业务 的公告》。 2026 年 1 月 7 日，公司召开第六届董事会第四十一次会议审议通过了《关于 增加商品期货套期保值业务额度的议案》，同意公司及子公司开展最高保证金额 度由不超过人民币1.5亿元或等值其他外币 ...