Market Overview - The renovation and building materials sector experienced a slight decline of 0.01% compared to the previous trading day, with Kexin New Materials leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the renovation and building materials sector included: - Luopusjin (002333) with a closing price of 5.86, up 9.94% and a trading volume of 256,200 shares, totaling 148 million yuan [1] - Donghe New Materials (839792) closed at 15.20, up 6.59% with a trading volume of 140,900 shares, totaling 220 million yuan [1] - Beijing Lier (002392) closed at 9.17, up 6.38% with a trading volume of 526,600 shares, totaling 478 million yuan [1] - Conversely, Kexin New Materials (833580) saw a decline of 3.37%, closing at 17.80 with a trading volume of 76,800 shares, totaling 141 million yuan [2] Capital Flow - The renovation and building materials sector saw a net inflow of 16.39 million yuan from institutional investors, while retail investors contributed a net inflow of 29.98 million yuan [2] - Notable capital flows included: - Luopusjin (002333) had a net inflow of 41.15 million yuan from institutional investors, while retail investors saw a net outflow of 17.84 million yuan [3] - Beijing Lier (002392) experienced a net inflow of 41.07 million yuan from institutional investors, with retail investors facing a net outflow of 26.13 million yuan [3] - Dongfang Yuhong (002271) had a net inflow of 29.60 million yuan from institutional investors, while retail investors faced a net outflow of 17.03 million yuan [3]

信息披露义务人保证除本报告书披露的信息外，没有通过任何其他方式增加 或减少其在上市公司中拥有权益的股份。 上市公司名称：洛阳科创新材料股份有限公司 注册地址：河南省洛阳市新安县磁涧镇经济技术开发区三川路 2 号 股票简称：科创新材 证券代码：833580 证券简称：科创新材 公告编号：2025-097 洛阳科创新材料股份有限公司 简式权益变动报告书 信息披露义务人及其主要负责人保证公告内容的真实、准确和完整，不存在 虚假记载、误导性陈述或者重大遗漏。 股票代码：833580 信息披露义务人：于春生 住所和通讯地址： 天津市武清区****** 权益变动性质：股份增加（股份协议转让） 信息披露义务人声明 一、本报告书系信息披露义务人根据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司收购管理办法》《北京证券交易所股票上市规则》《公 开发行证券的公司信息披露内容与格式准则第 55 号——北京证券交易所上市 公司权益变动报告书、上市公司收购报告书、要约收购报告书、被收购公司董事 会报告书》及其他相关法律、法规和部门规章的有关规定编写。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违反 信 ...

证券代码：833580 证券简称：科创新材 公告编号：2025-096 洛阳科创新材料股份有限公司 简式权益变动报告书 信息披露义务人及其主要负责人保证公告内容的真实、准确和完整，不存在 虚假记载、误导性陈述或者重大遗漏。 信息披露义务人保证除本报告书披露的信息外，没有通过任何其他方式增加 或减少其在上市公司中拥有权益的股份。 上市公司名称：洛阳科创新材料股份有限公司 信息披露义务人：蔚文绪 住所和通讯地址：河南省洛阳市涧西区****** 权益变动性质：信息披露义务人蔚文绪签订了股份协议转让，股份减少 一致行动人一：马军强 住所和通讯地址：西安市碑林区****** 一致行动人二：杨占坡 住所和通讯地址：河南省洛阳市涧西区****** 一致行动人三：蔚文举 住所和通讯地址：内蒙古乌兰察布市****** 注册地址：河南省洛阳市新安县经济技术开发区洛新园区三川路 2 号 股票简称：科创新材 股票代码：833580 信息披露义务人声明 一、本报告书系信息披露义务人根据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司收购管理办法》《北京证券交易所股票上市规则》《公 开发行证券的公司信息披露内容与格式准则第 ...

Core Points - 科创新材 (833580) experienced a significant decline of 9.25% in its stock price, with a trading volume of 5.00 billion yuan and a price fluctuation of 35.66% throughout the day [2] - The stock was listed on the龙虎榜 due to its high price fluctuation and turnover rate, with institutional investors net buying 2.80 million yuan [2] - Over the past six months, the stock has appeared on the龙虎榜 five times, with an average price drop of 4.76% the day after being listed and an average increase of 1.82% over the following five days [2] Trading Data - The top five trading departments accounted for a total transaction amount of 1.09 billion yuan, with a buying amount of 52.52 million yuan and a selling amount of 56.51 million yuan, resulting in a net selling of 3.98 million yuan [2] - The leading buying department was China Galaxy Securities, which bought 20.67 million yuan and sold 1.31 million yuan [2] - An institutional special seat was noted as the second-largest buyer, with a buying amount of 8.83 million yuan and a selling amount of 6.02 million yuan, resulting in a net purchase of 2.80 million yuan [2]

每经讯，2025年9月8日，北交所上市公司科创新材（833580，收盘价：19.92元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日价格振幅达到35.66%，成交数量2157.77万股，成交金额5亿元。买一席位为中国银河证券股份有限公司宁波大榭信创路 证券营业部，买入2066.93万元；卖一席位为国泰海通证券股份有限公司浙江义乌丹溪北路营业部，卖出1269.23万元。 | | 2025-09-08科创新材 (833580) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | नेट ग | 中国银河证券股份有限公司宁波大榭信创路证券营业部 | 20669266.26 | 1309416.47 | | 买2 | 机构专用 | 8825706.4 | 6023479.04 | | 买3 | 国金证券股份有限公司深圳分公司 | 8539883.76 | 9901322.91 | | ग्रेस | 国金证券股份有限公司上海互联网证券分公司 | 7549885.69 | 616566.71 | | ન્નેર | 平 ...

Core Viewpoint - Kexin New Materials (科创新材) experienced a significant increase in stock price, reaching the daily limit of 29.96%, with a trading volume of 3.19 billion yuan and a turnover rate of 28.74% on the day of the report [2] Trading Activity - The stock's trading activity was marked by a high price fluctuation of 32.07%, leading to its listing on the North Exchange's watchlist for significant price movements [2] - The total net buying by brokerage seats amounted to 5.57 million yuan, with the top five brokerage seats contributing to a total transaction volume of 83.49 million yuan [2] Brokerage Details - The leading buying brokerage was Guotai Junan Securities Co., Ltd. from Zhejiang Yiwu, with a purchase amount of 11.67 million yuan, while the top selling brokerage was Guojin Securities Co., Ltd. from Shenzhen, with a selling amount of 12.60 million yuan [2] - Detailed trading data from September 5 shows the top five buying and selling brokerages, highlighting significant net buying activity [2]

每经讯，2025年9月5日，北交所上市公司科创新材（833580，收盘价：21.95元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日收盘价涨幅达到29.96%，成交数量1606.7万股，成交金额3.19亿元。买一席位为国泰海通证券股份有限公司浙江义乌丹溪 北路营业部，买入1167万元；卖一席位为国金证券股份有限公司深圳分公司，卖出1260.2万元。 | | 2025-09-05科创新材(833580) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਵ ਹ | 国泰海通证券股份有限公司浙江义乌丹溪北路营业部 | 11670000.1 | 0 | | 买2 | 天风证券股份有限公司浙江分公司 | 7629216.86 | 0 | | 买3 | 东吴证券股份有限公司苏州西北街证券营业部 | 6888988.85 | 31372.82 | | ग्रेस | 中信建投证券股份有限公司福州东街证券营业部 | 6568913.41 | 2195 | | ન્નેર | 信达证券股份有限公司泉州丰泽街营业部 | ...

Market Performance - The renovation and building materials sector increased by 1.71% on September 5, with Kexin New Materials leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Top Gainers in the Sector - Kexin New Materials (code: 833580) saw a significant rise of 29.96%, closing at 21.95 with a trading volume of 160,700 shares and a turnover of 319 million yuan [1] - Other notable gainers included: - Fashilong (code: 605318) up 7.04% to 32.71 [1] - Kairun Co., Ltd. (code: 300715) up 7.00% to 11.00 [1] - Zhongqi New Materials (code: 001212) up 6.44% to 56.37 [1] - Wanli Stone (code: 002785) up 6.43% to 29.64 [1] Capital Flow Analysis - The renovation and building materials sector experienced a net inflow of 153 million yuan from institutional investors, while retail investors saw a net outflow of 192 million yuan [2] - The top stocks by net inflow from institutional investors included: - Zhongqi New Materials with a net inflow of 52.19 million yuan [3] - Beijing Lier with a net inflow of 42.29 million yuan [3] - North New Materials with a net inflow of 29.48 million yuan [3]

Core Insights - The semiconductor and new materials ETFs are experiencing significant price increases and trading volumes, indicating strong market interest and liquidity [1][3][6][8][9]. Group 1: ETF Performance - The Kexin New Materials ETF (588010) rose by 4.58% to 0.72 yuan, with a 7.62% increase over the past month [1]. - The Semiconductor Industry ETF (159582) increased by 1.83% to 1.73 yuan, with a 3.67% rise over the past two weeks [3]. - The Kexin Chip ETF (588990) saw a 1.82% increase to 2.03 yuan, with a 5.40% rise over the past two weeks, ranking 3rd among comparable funds [6]. Group 2: Trading Volume and Liquidity - The Kexin New Materials ETF had a trading volume of 19.76 million yuan, with an average daily trading volume of 28.75 million yuan over the past year, leading among comparable funds [1]. - The Semiconductor Industry ETF recorded a trading volume of 21.93 million yuan, with an average daily trading volume of 63.06 million yuan over the past week, indicating active market participation [3]. - The Kexin Chip ETF had a trading volume of 79.87 million yuan, with an average daily trading volume of 318 million yuan over the past week [6]. Group 3: Industry Developments - Huawei showcased the Kirin 9020 chip with the launch of the Mate XTs foldable phone, marking a significant return to high-end SoC capabilities after four years [6][7]. - The "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry" was released, focusing on CPU, high-performance AI servers, and AI chip testing, which is expected to provide a policy foundation for mid-term industry growth [6][7]. - Broadcom anticipates AI semiconductor revenue of $6.2 billion for Q4, exceeding market expectations, while NVIDIA plans to launch a new AI chip potentially priced at twice that of its predecessor [6][7]. Group 4: ETF Composition and Weighting - The Kexin New Materials ETF tracks the Shanghai Stock Exchange New Materials Index, focusing on sectors like semiconductor materials and lithium battery materials, with a high purity in its investment focus [8]. - The Semiconductor Industry ETF tracks the CSI Semiconductor Industry Index, selecting up to 40 companies involved in semiconductor materials and applications, reflecting the overall performance of the semiconductor sector [9]. - The Kexin Chip ETF tracks the Shanghai Stock Exchange Chip Index, selecting companies involved in semiconductor materials, design, and manufacturing, with a focus on the chip industry [12].

General Provisions - The company is established as a joint-stock limited company in accordance with the Company Law and other relevant regulations [1] - The company was approved by the China Securities Regulatory Commission to issue 23 million shares to the public and was listed on the Beijing Stock Exchange on May 13, 2022 [1] - The registered capital of the company is RMB 86 million [1] Business Objectives and Scope - The company's business objective is to develop high-quality products and improve economic and social benefits based on modern scientific concepts and standardized management [1] - The business scope includes the production and sale of refractory materials, special ceramic products, and various technical services [1] Shares - The company has issued a total of 86 million shares, all of which are ordinary shares with a par value of RMB 1 per share [2] - The issuance of shares follows the principles of openness, fairness, and justice, ensuring equal rights for each share of the same category [2] Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends and participate in decision-making processes, including voting at shareholder meetings [6][7] - Shareholders are required to comply with laws and regulations, and they cannot withdraw their capital except as provided by law [10] Shareholder Meetings - The company must hold at least one annual general meeting within six months after the end of the previous fiscal year [62] - Shareholders holding more than 10% of the shares can request a temporary meeting [19][22] Related Party Transactions - The company must submit related party transactions for shareholder approval if they exceed certain thresholds, ensuring transparency and fairness [59] - Daily related party transactions can be estimated and reported in annual and interim reports [18] Financial Assistance and Guarantees - The company cannot provide financial assistance to shareholders or actual controllers unless specified by law [53] - Guarantees exceeding certain limits must be approved by the shareholders' meeting [52]