Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]

Group 1 - Baichuan Co., Ltd. announced that recent price increases of some main products are influenced by market supply and demand, but the sustainability of these price fluctuations is uncertain, making it difficult to predict the impact on company performance [2] - Jincheng Co., Ltd. plans to acquire an additional 42.5% stake in CMH Company, adjusting the payment terms to a fixed cash amount of $128 million, which will increase its ownership to 97.5% if the transaction is completed [3] - Runtou Co., Ltd. reported that the sustainability of price fluctuations in disperse dyes is uncertain, making it difficult to estimate the impact on company performance, despite recent price increases [4] Group 2 - Zhongtung High-tech announced a project to implement an additional 30 million PCB drill rods per year with an investment of 145 million yuan, aiming to expand market share and secure raw material needs [5] - ST Xinhua Jin indicated that if it fails to recover approximately 406 million yuan in occupied funds within six months, it may face stock suspension and potential delisting [6] - Lian De Co., Ltd. stated that its gas turbine business currently only generates limited revenue, accounting for less than 1% of total revenue, thus having a minimal impact on overall performance [7] Group 3 - Xinhang New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Changfei Optical Fiber noted that its products for data centers currently represent a small portion of global market demand, and the impact of price fluctuations on future performance will depend on market conditions [9] Group 4 - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, a 23.2% increase year-on-year, driven by increased wafer sales and improved capacity utilization [11] - CITIC Securities announced that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [12] - Xinzhou Bang reported a net profit of 1.098 billion yuan for 2025, a 16.56% increase year-on-year, attributed to improved sales and operational efficiency [13] Group 5 - Youyan Silicon reported a net profit decline of 10.14% for 2025, with total revenue of 1.005 billion yuan, primarily due to increased investment losses and higher share-based payment expenses [14] - Kangbiter completed its first share buyback, acquiring 51,000 shares for a total of 785,400 yuan [15] - Linyang Energy announced its first share buyback of 8.35 million shares, totaling 52.325 million yuan [16] Group 6 - Hanwei Technology's shareholder plans to reduce its stake by up to 1.8639% due to personal funding needs [19] - Jiuzhitang's major shareholder reduced its stake by 1.02%, following a pre-planned reduction strategy [20] Group 7 - China State Construction signed new contracts worth 399.5 billion yuan in January 2026, reflecting a 1.8% year-on-year increase [21] - Senyuan Electric is expected to win a bid for a project worth 272 million yuan from the Southern Power Grid [22] - Jinguang Electric announced a successful bid for a project worth approximately 28.87 million yuan from the Southern Power Grid [23]

Core Viewpoint - The company reported a significant increase in revenue and net profit for the fiscal year 2025, driven by strong demand in the lithium-ion battery market and improvements in operational efficiency [1][2]. Group 1: Revenue Growth - The company achieved an operating revenue of 9.639 billion yuan, representing a year-on-year growth of 22.84%, primarily due to the sustained growth in the lithium-ion battery market, especially the rapid increase in demand for energy storage batteries in the second half of the year [1]. - The sales volume and revenue of battery chemicals saw substantial growth, supported by enhanced production efficiency and capacity utilization [1]. - The company capitalized on market opportunities in fluorinated cooling liquids, fluorinated cleaning solvents, and the domestic semiconductor industry, leading to a noticeable increase in orders and stable revenue growth in organic fluorine chemicals and electronic information chemicals [1]. Group 2: Profitability Improvement - The net profit attributable to shareholders reached 1.098 billion yuan, reflecting a year-on-year increase of 16.56%, driven by improvements in the main business and significant growth in the sales volume of semiconductor chemicals [2]. - Operational efficiency was optimized through rapid capacity release from new projects, process improvements, and cost reduction measures, enhancing cost competitiveness and overall profitability [2]. - Investment returns also contributed positively, with significant profit growth from the joint venture, Shilei Fluorine Materials, boosting the company's investment income [2].

Core Viewpoint - The company reported a significant increase in revenue and net profit for the fiscal year 2025, driven by strong demand in the lithium-ion battery market and improvements in operational efficiency [1][2]. Group 1: Revenue Growth - The company achieved an operating revenue of 9.639 billion yuan, representing a year-on-year growth of 22.84%, primarily due to the increasing demand for lithium-ion battery materials, especially in the energy storage sector [1]. - The sales volume and revenue of battery chemicals saw substantial growth, supported by enhanced production efficiency and capacity utilization [1]. - The company capitalized on market opportunities in fluorinated cooling liquids and cleaning solvents, leading to a steady increase in sales revenue from organic fluorochemicals and semiconductor chemicals [1]. Group 2: Profitability Improvement - The net profit attributable to shareholders reached 1.098 billion yuan, marking a year-on-year increase of 16.56%, driven by improvements in the main business and significant growth in the sales volume of semiconductor chemicals [2]. - Operational efficiency was optimized through rapid capacity release from new projects and cost-reduction measures, enhancing the company's competitive edge [2]. - Investment returns increased significantly due to a substantial rise in net profit from joint ventures, contributing positively to the overall profit of the company [2].

格隆汇2月10日丨新宙邦(300037.SZ)公布2025年度业绩快报，报告期内，公司实现营业收入96.39亿元， 比去年同期增长22.84%，主要源于：1）锂离子电池市场需求持续增长特别是下半年储能电池市场需求 的快速增长，带动锂离子电池材料的需求增长，公司电池化学品销量以及销售收入同比大幅增长，生产 效率和产能利用率快速提升；2）公司抓住含氟冷却液、含氟清洗溶剂以及国内半导体行业的市场机 遇，有机氟化学品以及电子信息化学品业务的半导体化学品市场开发效果明显，订单量增加，销售收入 同比稳健增长；3）公司电子信息化学品业务的电容化学品受益于公司完善的"产品+解决方案"商业模 式，在严格的安全环保要求和高品质的质量管理水平下，进一步加强了与核心客户的粘性，实现销售收 入的持续增长，毛利率稳步提升，盈利能力进一步加强。 本报告期内，公司实现归属于上市公司股东的净利润10.98亿元，同比增长16.56%，主要得益于如下三 个方面的原因：第一，主营业务改善，公司主营业务销售收入同比增长，电池化学品和电子信息化学品 业务的半导体化学品产销量同比大幅增长；第二，运营效率优化，公司投产项目产能释放迅速，叠加工 艺改进与降本 ...

每经AI快讯，新宙邦2月10日发布的2025年度业绩快报显示，公司报告期内实现营业收入96.39亿元，同 比增长22.84%；归属于上市公司股东的净利润10.98亿元，同比增长16.56%；基本每股收益1.46元。 （文章来源：每日经济新闻） ...

证券代码：300037 证券简称：新宙邦 公告编号：2026-015 债券代码：123158 债券简称：宙邦转债 深圳新宙邦科技股份有限公司 2025 年度业绩快报 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。 特别提示：本公告所载 2025 年度的财务数据仅为初步核算数据，未经会计师事务所 审计，具体数据以深圳新宙邦科技股份有限公司（以下简称"公司"）2025 年年度报告中 披露的数据为准，请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：万元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（%） | | --- | --- | --- | --- | | 营业总收入 | 963,916.78 | 784,678.70 | 22.84% | | 营业利润 | 129,312.25 | 110,157.90 | 17.39% | | 利润总额 | 126,105.97 | 109,488.84 | 15.18% | | 归属于上市公司股东的净利润 | 109,804.24 | 94,205.33 | 16.56% | | 扣除非经常 ...

证券日报网讯 2月9日，新宙邦（300037）发布公告称，公司离任副总裁毛玉华于2025年12月19日至 2026年2月6日通过集中竞价减持85000股，占总股本0.0113%，减持计划已实施完毕，持股降至257606 股。 ...

| 证券代码：300037 | 证券简称：新宙邦 | 公告编号：2026-014 | | --- | --- | --- | | 债券代码：123158 | 债券简称：宙邦转债 | | 深圳新宙邦科技股份有限公司 关于公司离任高级管理人员股份减持计划实施完成暨减持股份 （一）股东减持股份情况 结果的公告 1 公司离任副总裁毛玉华先生保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳新宙邦科技股份有限公司（以下简称"公司"）于 2025 年 11 月 1 日披 露了《关于公司离任高级管理人员股份减持计划的预披露公告》（公告编号： 2025-081）： 一、股东减持情况 持有本公司股份 342,606 股（占截至当时本公司剔除回购专户持股数后的总 股本比例 0.05%）的离任高级管理人员毛玉华先生计划在该公告披露之日起 15 个交易日后的 3 个月内（法律法规规定的窗口期不减持）以集中竞价方式或者大 宗交易方式减持本公司股份 85,000 股（占截至当时本公司剔除回购专户持股数 后的总股本比例 0.01%）。 ...

证券日报网讯 2月2日，新宙邦在互动平台回答投资者提问时表示，目前公司生产经营正常且管理层对 未来发展充满信心，公司严格按照相关法律法规和业务规则履行信息披露义务，不存在应披露而未披露 的情形。2025年第三季度以来，以六氟磷酸锂为代表的原材料价格上涨对电解液的传导正逐步落地，公 司通过投资石磊氟材料完成对六氟磷酸锂的布局，能有效平滑成本波动、保障供应链安全并保持合理利 润空间。公司是国内少数能稳定供应满足半导体制造严苛要求的高端氟化液的企业之一，与国内外知名 厂商均建立了合作关系，产品验证与市场推广工作进展顺利，已成功实现商业化批量供应，随着全球半 导体产业投资加速及市场机遇出现，该业务有望持续增长。 （文章来源：证券日报） ...