Market Overview - The renovation and building materials sector increased by 0.66% compared to the previous trading day, with Kexin New Materials leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Top Gainers in the Sector - Kexin New Materials (code: 920580) closed at 17.73, up 5.04% with a trading volume of 52,200 lots and a transaction value of 91.52 million yuan [1] - ST Nachuan (code: 300198) closed at 2.60, up 4.00% with a trading volume of 593,400 lots [1] - Yashi Chuangneng (code: 603378) closed at 7.24, up 3.13% with a trading volume of 264,400 lots [1] - Other notable gainers include Tubaobao (code: 002043) and Jingxue Energy-saving (code: 301010), with increases of 2.88% and 2.76% respectively [1] Top Losers in the Sector - Conch New Materials (code: 000619) closed at 7.72, down 1.91% with a trading volume of 1,123,600 lots [2] - Youbang Ceiling (code: 002718) closed at 29.22, down 1.65% with a trading volume of 32,600 lots [2] - Kairun Co., Ltd. (code: 300715) closed at 11.64, down 1.27% with a trading volume of 45,300 lots [2] Capital Flow Analysis - The renovation and building materials sector experienced a net outflow of 209 million yuan from institutional investors, while retail investors saw a net inflow of 157 million yuan [2] - Notable stocks with significant capital inflow include Puna Co., Ltd. (code: 002225) with a net inflow of 51.13 million yuan from institutional investors [3] - Other stocks like Wanli Stone (code: 002785) and Weixing New Materials (code: 002372) also saw positive net inflows from institutional investors [3]

证券代码：833580 证券简称：科创新材 公告编号：2025-102 洛阳科创新材料股份有限公司 关于公司股东协议转让股份完成过户登记的公告 一、股份协议转让基本情况 2025 年 9 月 4 日，公司控股股东、实际控制人蔚文绪先生与于春生先生签 署了《股份转让协议》，约定转让方将其持有的合计 4,472,000 股（占公司股份 总数的 5.20%）无限售流通股协议转让给受让方，转让价格为 12.8 元/股（含税）， 共计 57,241,600 元，具体内容详见公司于 2025 年 9 月 8 日在北京证券交易所指 定信息披露平台（http://www.bse.cn/）披露的《简式权益变动报告书》（公告编 号：2025-096）、《简式权益变动报告书（于春生）》（公告编号：2025-097）。 二、股份协议转让过户情况 2025 年 9 月 29 日，中国证券登记结算有限责任公司出具了《证券过户登记 确认书》，上述协议转让事项已完成过户登记，过户数量为 4,472,000 股，过户 日期为 2025 年 9 月 26 日。 | 股东名称 | 本次权益变动前 | | 本次权益变动后 | | | --- | - ...

Core Viewpoint - The company has received a utility model patent certificate from the National Intellectual Property Administration for a "fixed device for transporting new energy crucibles," which enhances its core competitiveness and protects its intellectual property [1] Group 1 - The patent acquisition is expected to promote the company's continuous innovation mechanism [1] - The new patent is aimed at improving the efficiency and safety of transporting new energy crucibles [1] - This development reflects the company's commitment to strengthening its technological capabilities [1]

实用新型名称：一种新能源坩埚运输用固定装置 专利号：ZL 2024 2 2961924.X 专利申请日：2024 年 12 月 03 日 专利权人：洛阳科创新材料股份有限公司 授权公告日：2025 年 09 月 23 日 证券代码：833580 证券简称：科创新材 公告编号：2025-101 洛阳科创新材料股份有限公司 关于取得实用新型专利证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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 带法律责任。 洛阳科创新材料股份有限公司（以下简称："公司"）近日取得中华人民共和 国国家知识产权局颁发的一项实用新型专利证书。具体情况如下： （一）实用新型专利证书（证书号 第 23361711 号） 洛阳科创新材料股份有限公司 董事会 2025 年 9 月 24 日 一、 对公司的影响 该实用新型专利的取得有利于提升公司的核心竞争力，保护公司知识产 权，有利于公司形成持续的创新机制。 二、备查文件 ...

Market Overview - On September 24, the renovation and building materials sector rose by 0.45% compared to the previous trading day, with Kailun Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Kailun Co., Ltd. (300715) closed at 12.74, with an increase of 8.70% and a trading volume of 168,700 shares, amounting to 212 million yuan [1] - Zhongqi New Materials (001212) closed at 60.65, up 6.22%, with a trading volume of 228,200 shares and a turnover of 1.378 billion yuan [1] - Youbang Ceiling (002718) closed at 26.93, increasing by 4.18%, with a trading volume of 59,100 shares and a turnover of 158 million yuan [1] - Other notable stocks include Zhonggang Luonai (688119) with a 3.83% increase and a closing price of 4.34, and Keshin New Materials (833580) with a 3.64% increase and a closing price of 17.39 [1] Capital Flow - The renovation and building materials sector saw a net inflow of 188 million yuan from main funds, while retail funds experienced a net outflow of 99.76 million yuan and 88.26 million yuan respectively [2] - The capital flow data indicates that Zhongqi New Materials had a main fund net inflow of 175.16 million yuan, while retail funds saw a net outflow of 69.37 million yuan [3] - Other companies like Beixin Building Materials (000786) and Wanshi Stone (002785) also experienced varying levels of net inflow and outflow from main and retail funds [3]

Core Insights - The hard technology sector is experiencing a resurgence, with the ETF for innovative materials, 汇添富 (589180), rising by 4.67% and attracting net inflows of capital [1] - Key stocks in this sector have shown significant gains, including 上纬新材 (20% increase), 安集科技 (11.73% increase), and 聚和材料 (10.81% increase) [3] - The 25th China International Industry Fair opened on September 23, highlighting the government's push to develop emerging pillar industries and promote advanced technology research [4] Industry Overview - The Ministry of Industry and Information Technology projects that by 2024, the total industrial added value will reach 40.5 trillion yuan, with manufacturing contributing 33.6 trillion yuan, maintaining its position as the world's largest for 15 consecutive years [4] - The manufacturing sector is expected to add 8 trillion yuan during the "14th Five-Year Plan" period, contributing over 30% to global manufacturing growth [4] - NAND Flash wafer prices have seen single-digit increases recently, with expectations of a broader price rise in the storage market due to increased demand from AI server shipments and new smartphone releases [4] Market Trends - The global computing power is anticipated to grow by 100,000 times by 2035, leading to disruptive innovations in computing architecture and materials [5] - AI storage capacity demand is projected to increase by 500 times by 2025, with a significant shift towards domestic chip production supported by policy initiatives [5] - The launch of the 科创新材料 ETF is seen as a way to facilitate low-threshold, high-efficiency investments in innovative materials, with a balanced approach to sector leaders [5]

证券代码：833580 证券简称：科创新材 公告编号：2025-100 洛阳科创新材料股份有限公司 关于更换持续督导保荐代表人的公告 2025 年 9 月 19 日 附件：邓贵钦先生简历 邓贵钦，男，保荐代表人，2013 年开始从事投资银行业务，在保荐业务执 业过程中严格遵守《证券发行上市保荐业务管理办法》等相关规定，执业记录良 好。 川财证券原指定保荐代表人李树尧先生、汤文达先生为公司向不特定合格投 资者公开发行股票并在北京证券交易所上市项目保荐代表人，负责保荐工作及持 续督导工作，持续督导期至 2025 年 12 月 31 日。截至目前，持续督导期限尚未 届满，川财证券需继续对公司募集资金使用等事项继续履行持续督导职责。 原持续督导保荐代表人汤文达先生因工作变动，不继续担任该项目持续督导 保荐代表人，为确保持续督导工作的有序进行，川财证券决定委派邓贵钦先生（简 历详见附件）接替汤文达先生的工作，继续履行持续督导职责和义务。 本次保荐代表人变更后，公司向不特定合格投资者公开发行股票并在北京证 券交易所上市持续督导保荐代表人为李树尧先生、邓贵钦先生。 公司董事会对汤文达先生在担任公司保荐代表人期间所做的工作表 ...

Market Overview - On September 18, the renovation and building materials sector declined by 1.89%, with Zhongqi New Materials leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Key stocks in the renovation and building materials sector showed varied performance, with Gongyuan Co. rising by 9.95% to a closing price of 4.64 [1] - Zhongqi New Materials fell by 4.76% to a closing price of 53.08, marking the largest decline in the sector [2] - Other notable declines included Fangda Group down 4.17% and Yanzi New Materials down 3.92% [2] Trading Volume and Capital Flow - The sector experienced a net outflow of 375 million yuan from institutional investors, while retail investors saw a net inflow of 260 million yuan [2] - The total trading volume for Gongyuan Co. was 406,900 shares, with a transaction value of 187 million yuan [1] Individual Stock Capital Flow - Gongyuan Co. had a net inflow of 51.13 million yuan from institutional investors, while retail investors had a net outflow of 26.71 million yuan [3] - Other stocks like Haizhu New Materials and Fashilong also experienced mixed capital flows, with varying net inflows and outflows from different investor types [3]

证券代码：833580 证券简称：科创新材 公告编号：2025-099 洛阳科创新材料股份有限公司 关于完成工商变更登记及公司章程备案并取得换发营业执照的公告 公司名称：洛阳科创新材料股份有限公司 统一社会信用代码：914103007156612594 类型：股份有限公司（上市、自然人投资或控股） 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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 带法律责任。 一、基本情况 洛阳科创新材料股份有限公司（以下简称"公司"）分别于 2025 年 8 月 14 日召开第四届董事会第六次会议，2025 年 9 月 2 日召开 2025 年第一次临时股东 会，审议通过《关于取消监事会、拟变更公司注册地址、修订<公司章程>并办 理工商变更登记的议案》，具体内容详见公司于 2025 年 8 月 15 日在北京证券交 易所官方信息披露平台(www.bse.cn)披露的《第四届董事会第六次会议决议公 告》（公告编号：2025-045）、《关于取消监事会、拟变更公司注册地址并修订 公司章程的公告》（2025-054），于 2025 年 9 ...

证券代码：833580 证券简称：科创新材 公告编号：2025-098 √是 □否 一、 减持主体的基本情况 股东名称 股东身份 持股数量 （股） 持股比例 （%） 当前持股股份来源 徐韦楠 持股 5%以 上股东 6,355,613 7.3902% 北交所上市后取得 洛阳科创新材料股份有限公司 持股 5%以上股东拟减持股份的预披露公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 | | | 计划减 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 计划减持 | 持数量 | 减持 | 减持 | 减持价格 | 拟减持 | 拟减持 | | | 数量 | 占总股 | | | | 股份来 | | | 称 | | | 方式 | 期间 | 区间 | | 原因 | | | （股） | 本比例 | | | | 源 | | | | | （%） | | | | | | | 徐韦楠 | 不高于 | 2% | 集中 | 本公告 | 根据市场 | 北交所 | ...