Summary of Key Points Core Viewpoint - The 2024 A-share CFO Data Report indicates that the total salary of CFOs in A-share listed companies reached 4.27 billion yuan, with an average annual salary of 814,800 yuan, highlighting the significant role of CFOs in corporate management [1]. Group 1: Salary Overview - The average annual salary for CFOs in the construction materials sector is 767,800 yuan, with 26 CFOs earning above this average [1]. - The median salary for CFOs is 626,200 yuan, with the maximum and minimum salary difference reaching 3.36 million yuan [1]. - Approximately 21.2% of CFOs earn over 1 million yuan annually, while some CFOs, like Xu Shenli from Fashilong and Wang Minmin from Kexin New Materials, earn less than 200,000 yuan [1]. Group 2: CFO Roles and Responsibilities - About 10.6% of CFOs also serve as board secretaries, while 28.8% hold positions as general managers or deputy general managers [1]. - Around 21.2% of CFOs are involved in specialized board committees such as audit, strategy, or compensation committees [1]. Group 3: Top CFO Salaries - Du Hai from Qibin Group leads with a salary of 3.44 million yuan, which is 14.5% higher than the second-ranked CFO, Wang Wenxin from Nanfang A, who earns 3.00 million yuan [2]. - The lowest-paid CFO is Wang Minmin from Kexin New Materials, with a pre-tax salary of 136,600 yuan, which represents a significant increase of 45.9% compared to 2023 [2]. Group 4: Compliance Issues - Among the top 10 CFOs, one has faced regulatory issues; Sun Yuanyuan from Huali Co. received a warning from the Guangdong Securities Regulatory Bureau for inaccuracies in financial data reporting [3]. - Chen Hongzhao from Kaisheng New Energy also received a warning for improper disclosure practices, with a reported salary of 692,000 yuan in 2024 [3].

Core Viewpoint - The performance of the Sci-Tech Innovation Materials ETF (588010) has shown significant growth, driven by strong earnings from key component stocks and favorable market conditions in the new materials sector [2][3]. Group 1: ETF Performance - As of July 24, 2025, the Sci-Tech Innovation Materials Index (000689) rose by 1.18%, with constituent stocks such as Tonglian Precision (688210) increasing by 8.74% and Yunlu Co. (688190) by 6.02% [2]. - The Sci-Tech Innovation Materials ETF has seen a weekly increase of 2.54% as of July 23, 2025, with a trading volume of 3.06 million yuan and a turnover rate of 1.2% [2]. - Over the past year, the ETF's average daily trading volume was 26.73 million yuan, ranking it first among comparable funds [2]. Group 2: Company Earnings - Xiamen Tungsten Co. (厦钨新能) reported a stable growth in its first half of 2025, with revenue reaching 7.534 billion yuan, a year-on-year increase of 18.04%, and a net profit of 307 million yuan, up 27.76% [2]. - The company benefited from national subsidy policies and increased demand for lithium cobalt oxide due to advancements in 3C consumer devices, achieving a sales volume of 28,800 tons, a 56.64% increase year-on-year [2]. Group 3: Industry Trends - Dongwu Securities noted that the net profit per ton of lithium cobalt oxide has risen to over 10,000 yuan per ton due to increasing cobalt prices, enhancing profitability [3]. - The establishment of China Fusion Energy Co. on July 22, 2025, with an investment of 11.5 billion yuan from seven state-owned enterprises, indicates a clear long-term trend in the controllable nuclear fusion industry, with expected growth in orders for upstream component manufacturers [3]. Group 4: ETF Metrics - The Sci-Tech Innovation Materials ETF has seen a significant scale increase of 3.1234 million yuan over the past week, ranking it in the top third among comparable funds [3]. - As of July 23, 2025, the ETF's net value has increased by 44.67% over the past year, with a maximum monthly return of 26.66% since inception [3]. - The ETF's Sharpe ratio for the past year is 1.15, indicating a favorable risk-adjusted return [4].

证券代码：833580 证券简称：科创新材 公告编号：2025-044 洛阳科创新材料股份有限公司 董事会 关于闲置募集资金暂时补充流动资金归还的公告 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")于 2024 年 8 月 14 日召开 第四届董事会第二次会议和第四届监事会第二次会议，审议通过了《关于公司使 用部分闲置募集资金暂时补充流动资金的议案》，为了提高公司募集资金使用效 率，在确保资金安全、不影响募集资金投资项目建设的前提下，公司拟使用不超 过人民币 2,000 万元闲置募集资金暂时补充流动资金，仅限于与主营业务相关的 日常经营使用，使用期限自公司董事会审议通过之日起不超过 12 个月，使用期 限届满之前，将及时归还至募集资金专用账户。具体内容详见公司于 2024 年 8 月 15 日公司在北京证券交易所信息披露平台(http://www.bse.cn/)披露的《关 于公司使用闲置募集资金暂时补充流动资金的公告》(公告编号:2024-059)。 截 ...

Market Overview - On June 26, the Shanghai Composite Index fell by 0.22%, while the total margin balance in the market reached 1.838493 trillion yuan, an increase of 9.259 billion yuan compared to the previous trading day [1] Margin Balance by Market - As of June 26, the margin balance in the Shanghai market was 928.631 billion yuan, up by 3.383 billion yuan; in the Shenzhen market, it was 904.095 billion yuan, up by 5.695 billion yuan; and in the Beijing Stock Exchange, it was 5.767 billion yuan, up by 0.181 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 27 industries saw an increase in margin balance, with the electronics sector leading with an increase of 1.703 billion yuan, followed by the computer and communication sectors with increases of 1.339 billion yuan and 1.260 billion yuan, respectively [1] Individual Stock Performance - A total of 2,094 stocks experienced an increase in margin balance, accounting for 56.90% of the total. Among these, 413 stocks had a margin balance increase of over 5% [1] - The stock with the largest increase in margin balance was Tonghui Information, with a latest margin balance of 7.3965 million yuan, reflecting an increase of 87.58% from the previous trading day, and its stock price rose by 13.79% [1] - Other notable stocks with significant margin balance increases included Keshine New Materials and Honghai Technology, with increases of 60.29% and 52.59%, respectively [1] Top 20 Stocks by Margin Balance Increase - The average increase in stock prices among the top 20 stocks by margin balance increase was 4.94%, with notable gainers including Patel and Youji Co., with increases of 30.00% and 28.96%, respectively [2][3] Stocks with Decreased Margin Balance - In contrast, 1,586 stocks saw a decrease in margin balance, with 188 stocks experiencing a decline of over 5%. The stock with the largest decrease was Ruixing Co., with a margin balance of 1.5274 million yuan, down by 34.44% [4][5]

证券代码：833580 证券简称：科创新材 公告编号：2025-043 洛阳科创新材料股份有限公司 关于开立募集资金现金管理专用结算账户的公告 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。 洛阳科创新材股份有限公司（以下简称"公司"）于 2024 年 8 月 14 日召 开了第四届董事会第二次会议、第四届监事会第二次会议，审议通过了《关于公 司使用部分闲置募集资金购买理财产品的议案》，同意公司在确保资金安全、不 影响募集资金投资项目建设的前提下，拟使用额度不超过人民币 3,000.00 万元 的闲置募集资金购买理财产品，拟投资的品种为安全性高、 流动性好、优选本 金安全的理财产品、协定存款、定期存款、通知存款或结构性存款等产品。在前 述额度内，资金可以循环滚动使用，拟投资的期限最长不超过 12 个月，不影响 募集资金投资计划正常进行。决议自公司董事会审议通过之日起 12 个月内有效， 如单笔产品存续期超过前述有效期，则决议的有效期自动顺延至该笔交易终止之 日止。公司保荐机构川财证券有限责任公司出具了无 ...

Core Insights - The article highlights the significance of the new materials sector in China's technology-driven economy, emphasizing its rapid growth and potential investment opportunities as the Sci-Tech Innovation Board celebrates its sixth anniversary [1][15]. Group 1: New Materials Overview - New materials are defined as advanced materials developed over the past 50 years, characterized by superior performance, higher technological content, and broader applications compared to traditional materials [2]. - The new materials industry in China is projected to reach a value of 10 trillion yuan by 2025, with an average annual growth rate of approximately 15% from 2016 to 2023 [2]. - The demand for new materials is rapidly increasing, driven by technological advancements and policy support, indicating a potential acceleration in the industry’s growth phase [3]. Group 2: Demand Drivers - The semiconductor sector is experiencing a recovery, with strong demand for semiconductor materials due to the decline in global inventory and the ongoing AI trend, which is increasing storage capacity needs [3]. - The pharmaceutical sector is witnessing growth in innovative drugs and synthetic biological materials, supported by favorable policies and an expanding payment system [5]. - The military sector is seeing increased demand, highlighted by China's significant military exports, which account for 5.9% of the global arms trade market [8]. - The renewable energy sector, particularly solar and electric vehicles, is expected to improve supply-side conditions, indicating a potential turnaround in demand [9]. Group 3: Investment Opportunities in New Materials - New materials can be categorized into high-growth tracks, performance realization tracks, and early-stage blue ocean tracks, with a focus on AI and electronic materials in the high-growth category [12]. - The high-growth track is expected to see revenue and net profit growth rates of +1.4% and +29.6% respectively in 2024, with significant improvements in advanced packaging materials and synthetic biology [12]. - The performance realization track indicates a shift towards domestic alternatives in semiconductor quartz glass materials and a recovery in nylon demand, suggesting potential revenue and profit increases [12]. Group 4: ETF Launch and Market Positioning - The newly launched Sci-Tech Innovation Materials ETF (589180) aims to provide a low-threshold, high-efficiency investment opportunity in the new materials sector, tracking a representative index of 50 major companies in advanced materials [15][26]. - The ETF's index is well-balanced, focusing on leading companies in sectors such as new energy materials, semiconductor materials, and aerospace materials, with a significant portion of its assets allocated to top-performing firms [17]. - The ETF is positioned at a low valuation level, with a strong rebound since its recent low, indicating a favorable risk-reward profile for investors [21].

实用新型名称：一种滑板砖外形尺寸检测卡尺 专利号：ZL 2024 2 1994096.3 证券代码：833580 证券简称：科创新材 公告编号：2025-042 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"）近日收到中华人民共和 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： 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 （一）实用新型专利证书（证书号 第 22922740 号） 洛阳科创新材料股份有限公司 董事会 2025 年 6 月 3 日 专利申请日：2024 年 08 月 16 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 06 月 03 日 一、 对公司的影响 ...

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 2024 年年度权益分派方案已获 2025 年 5 月 15 日召开的股东会审议通过，本次实施分配方案距离股东会审议通过的时间未 超过两个月。 现将权益分派事宜公告如下： 本次权益分派基准日合并报表归属于母公司的未分配利润为 111,867,298.59 元，母公司未分配利润为 111,867,385.19 元。本次权益分派共计派发现金红利 6,020,000.00 元。 证券代码：833580 证券简称：科创新材 公告编号：2025-041 洛阳科创新材料股份有限公司 2024 年年度权益分派实施公告 二、权益登记日与除权除息日 本次权益分派权益登记日为：2025 年 5 月 26 日 除权除息日为：2025 年 5 月 27 日 一、权益分派方案 1、本公司 2024 年年度权益分派方案为： 以公司现有总股本 86,000,000 股为基数，向全体股东每 10 股派 0.700000 元人民币现金。 2、扣税说明 （1）个人 ...

证券代码：833580 证券简称：科创新材 公告编号：2025-039 洛阳科创新材料股份有限公司 （一）会议召开情况 1.会议召开时间：2025 年 5 月 15 日 2.会议召开地点：公司会议室 3.会议召开方式：现场会议和网络投票相结合 4.会议召集人：董事会 2024 年年度股东会决议公告 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。 一、会议召开和出席情况 5.会议主持人：董事长蔚文绪先生 6.召开情况合法合规的说明： 会议召集、召开、议案审议程序等方面符合有关法律、行政法规、部门规章、 规范性文件和《公司章程》的规定。 （二）会议出席情况 出席本次股东会的股东共 7 人，持有表决权的股份总数 54,158,734 股，占 公司有表决权股份总数的 62.9753%。 其中通过网络投票参与本次股东会的股东共 2 人，持有表决权的股份总数 10,779,606 股，占公司有表决权股份总数的 12.5344%。 （三）公司董事、监事、高级管理人员出席或列席股东会情况 1.公司在任董事 7 人，出席 ...

() 朕营律师事务所 KAYUI LAW FIRM 金鹏家裔(横琴) 联营律师事务所 关于洛阳科创新材料股份有限公司 2024 年年度股东会 法律意见书 二零二五年五月 地址:广东省珠海市横琴粤澳深度合作区汇通三路108号中大金融中心1号楼2610-2617室 Address: Room 2610-2617, Building 1, Zhongda Financial Center, No.108 Huitong 3rd Road, Guangdong-Macao In-Depth Cooperation Zone in Hengqin, Guangdong Province 邮编 (Postal Code) : 519000 电话(Tel): (+86) 0756-8899220 法律意见书 金鹏家裔 (横琴) 联营律师事务所 关于洛阳科创新材料股份有限公司 2024年年度股东会 法律意见书 金鹏家裔(2025) 法意字第 003 号 致: 洛阳科创新材料股份有限公司 3. 本法律意见书仅为本次股东会之目的而使用,不得用于其他任何目的或用途。 本所同意公司将本法律意见书作为本次股东会文件予以公告。 基于上述 ...