Core Viewpoint - The non-metal materials sector experienced a slight increase of 0.21% on September 29, with Ningxin New Materials leading the gains. The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index rose by 2.05% to 13479.43 [1]. Group 1: Stock Performance - Ningxin New Materials (839719) closed at 15.67, with a rise of 4.61% and a trading volume of 57,600 shares, totaling a transaction value of 89.37 million yuan [1]. - Tianma New Materials (838971) saw a closing price of 39.80, up 3.84%, with a trading volume of 53,400 shares and a transaction value of 212 million yuan [1]. - Suotong Development (603612) closed at 26.85, increasing by 3.55% with a trading volume of 274,600 shares, amounting to 732 million yuan [1]. - Longjiang Materials (001296) closed at 23.04, up 1.90%, with a trading volume of 30,700 shares and a transaction value of 70.04 million yuan [1]. - Dongfang Huayuan (832175) closed at 12.04, increasing by 1.52% with a trading volume of 15,900 shares and a transaction value of 19.05 million yuan [1]. - Lianrui New Materials (688300) closed at 60.01, up 0.47%, with a trading volume of 53,300 shares and a transaction value of 321 million yuan [1]. - Qilu Huaxin (830832) closed at 8.21, with a slight increase of 0.24% and a trading volume of 17,500 shares, totaling 14.23 million yuan [1]. - Kuncai Technology (603826) closed at 18.86, down 0.11%, with a trading volume of 24,700 shares and a transaction value of 46.36 million yuan [1]. - Bingyang Technology (836675) closed at 10.96, decreasing by 0.36% with a trading volume of 9,878 shares and a transaction value of 10.86 million yuan [1]. - Longgao Co., Ltd. (605086) closed at 25.68, down 0.77%, with a trading volume of 16,900 shares and a transaction value of 43.26 million yuan [1]. Group 2: Capital Flow - The non-metal materials sector saw a net outflow of 47.13 million yuan from institutional investors, while retail investors contributed a net inflow of 73.16 million yuan [2]. - The capital flow for individual stocks indicates that Suotong Development had a net inflow of 99.06 million yuan from institutional investors, while retail investors had a net outflow of 58.08 million yuan [3]. - Longgao Co., Ltd. experienced a net outflow of 4.57 million yuan from institutional investors, but a net inflow of 2.91 million yuan from retail investors [3]. - Lianrui New Materials faced a significant net outflow of 50.86 million yuan from institutional investors, while retail investors contributed a net inflow of 49.86 million yuan [3]. - Quartz Co. (603688) had a net outflow of 65.36 million yuan from institutional investors, with retail investors showing a net inflow of 55.96 million yuan [3].

Core Points - The non-metal materials sector experienced a decline of 1.8% on September 26, with Ningxin New Materials leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Ningxin New Materials (code: 839719) closed at 14.98, down 5.85% with a trading volume of 69,300 shares [2] - Tianma New Materials (code: 838971) closed at 38.33, down 4.22% with a trading volume of 54,100 shares [2] - Quartz Co. (code: 603688) closed at 40.50, down 3.75% with a trading volume of 147,000 shares [2] - Lianrui New Materials (code: 688300) closed at 59.73, down 1.70% with a trading volume of 65,000 shares [2] - Longgao Co. (code: 605086) closed at 25.88, up 0.04% with a trading volume of 30,000 shares [2] Capital Flow - The non-metal materials sector saw a net outflow of 77.14 million yuan from main funds, while retail investors had a net inflow of 82.77 million yuan [2][3] - The main funds showed a net outflow in several stocks, including Lianrui New Materials with a net outflow of 21.85 million yuan and Quartz Co. with a net outflow of 44.29 million yuan [3] - Retail investors contributed positively to stocks like Longgao Co. and Lianrui New Materials, with net inflows of 34.99 million yuan and 19.14 million yuan respectively [3]

2、银行账户被冻结原因 银行账户被冻结的主要原因系公司与远东国际融资租赁有限公司的融资租赁 合同纠纷案引起。 证券代码：839719 证券简称：宁新新材 公告编号：2025-114 江西宁新新材料股份有限公司 关于公司银行账户被冻结的公告 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。 江西宁新新材料股份有限公司（以下简称"公司"）于近日通过自查、银行 信息推送等方式获悉公司银行账户被冻结的情况，现将相关情况公告如下： 一、 本次账户及资金被冻结的基本情况 1、被冻结银行账户基本情况 经公司自查，截至本公告日，公司银行账户（涉及基本户、一般户和保证金 账户）中的部分资金被冻结，冻结金额6,590,434.14元，占最近一期经审计的归 属于上市公司股东净资产的0.97%。 董事会 二、 本次账户及资金被冻结对公司的影响 截至目前，公司银行账户处于被冻结状态，对公司生产经营的正常收支将产 生一定影响。公司将积极沟通资金被冻结事项，尽力降低银行账户被冻结事项对 公司财务状况和经营成果的不利影响，目前公司生产经 ...

Market Overview - On September 25, the non-metal materials sector declined by 0.64%, with Bingyang Technology leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable stock performances in the non-metal materials sector included: - Longgao Co., Ltd. (605086) closed at 25.87, up 1.05% with a trading volume of 23,300 shares and a turnover of 60.07 million yuan [1] - Suotong Development (603612) remained unchanged at 26.17 with a trading volume of 154,200 shares and a turnover of 404 million yuan [1] - Bingyang Technology (836675) closed at 10.92, down 4.29% with a trading volume of 22,000 shares and a turnover of 24.47 million yuan [2] Capital Flow - The non-metal materials sector experienced a net outflow of 105 million yuan from institutional investors, while retail investors saw a net inflow of 38.22 million yuan [2] - The capital flow for individual stocks showed: - Longgao Co., Ltd. had a net outflow of 220,300 yuan from institutional investors [3] - Strength Diamond (301071) faced a net outflow of 30.22 million yuan from institutional investors [3] - Suotong Development had a net inflow of 10.50 million yuan from retail investors [3]

Core Insights - The non-metal materials sector experienced a significant increase of 3.04% on September 24, with leading stock "Liangliang Diamond" rising by 7.46% [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 - "Liangliang Diamond" (301071) closed at 33.44 with a rise of 7.46%, trading volume of 145,300 shares and a transaction value of 480 million [1] - "Quartz Co." (603688) closed at 42.59, up 6.32%, with a trading volume of 365,000 shares and a transaction value of 1.512 billion [1] - "Lianrui New Materials" (688300) closed at 61.05, increasing by 4.27%, with a trading volume of 101,600 shares and a transaction value of 610 million [1] - Other notable stocks include "Ningxin New Materials" (839719) up 3.74% and "Dongfang Huayuan" (832175) up 2.83% [1] Capital Flow - The non-metal materials sector saw a net inflow of 265 million from institutional investors, while retail investors experienced a net outflow of 124 million [2] - The main stocks with significant capital flow include "Quartz Co." with a net inflow of 173 million from institutional investors and a net outflow of 97 million from retail investors [3] - "Lianrui New Materials" had a net inflow of 79.88 million from institutional investors, with retail investors also showing a net outflow [3]

Core Insights - The non-metal materials sector experienced a slight increase of 0.21% on September 22, with Tianma New Materials leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Sector Performance - Tianma New Materials (code: 838971) saw a significant rise of 7.88%, closing at 45.31 with a trading volume of 123,800 shares and a transaction value of 550 million yuan [1] - Other notable performers included Lianrui New Materials (code: 688300) with a 2.04% increase, and Quartz Co. (code: 603688) with a 1.09% increase [1] - Conversely, Jiangsu Changjiang Materials (code: 001296) and Dongfang Carbon (code: 832175) experienced declines of 0.62% and 2.68%, respectively [1] Capital Flow - The non-metal materials sector saw a net inflow of 15.17 million yuan from institutional investors, while retail investors experienced a net outflow of 24.70 million yuan [3] - The overall capital flow indicates a mixed sentiment among different investor categories within the sector [3]

证券代码：839719 证券简称：宁新新材 公告编号：2025-113 江西宁新新材料股份有限公司 关于出售 2024 年已回购股份的提示性公告 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。 江西宁新新材料股份有限公司（以下简称"公司"）于2025年9月18日召开第 四届董事会第六次会议，审议通过了《关于出售2024年已回购股份的议案》，根 据公司于2024年9月6日在北京证券交易所信息披露平台（http://www.bse.cn/） 披露的《回购股份结果公告》的相关内容，同意公司以集中竞价方式出售2024年 已回购的股份835,493股。出售期间为本出售计划公告之日起15个交易日之后三个 月内（2025年10月20日至2026年1月19日），在此期间如遇中国证监会及北京证券 交易所相关规定禁止出售的期间，则不出售。公司本次出售已回购股份所得的资 金，将用于补充公司流动资金。具体情况如下： 一、 公司2024年回购方案已回购股份的情况 公司于2024年6月6日召开第三届董事会第二十九次会议，审议通过《 ...

证券代码：839719 证券简称：宁新新材 公告编号：2025-112 江西宁新新材料股份有限公司 第四届董事会第六次会议决议公告 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。 2.会议召开地点：宁新新材会议室 3.会议召开方式：现场及通讯相结合 4.发出董事会会议通知的时间和方式：2025 年 9 月 15 日以书面及网络方式 发出 5.会议主持人：邓达琴 6.会议列席人员：公司高级管理人员 7.召开情况合法、合规、合章程性说明： 本次会议的召集、召开、议案审议程序等符合《公司法》及相关法律、法规、 规范性文件和《公司章程》的规定。 （二）会议出席情况 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 9 月 18 日 具体内容详见公司于 2025 年 9 月 19 日在北京证券交易所信息披露平台 （http://www.bse.cn/）披露的《关于出售 2024 年已回购股份的提示性公告》 （公告编号：2025-113）。 2.议案表决结果：同意 8 票；反对 0 票；弃 ...

Market Overview - On September 19, the non-metal materials sector rose by 1.33% compared to the previous trading day, with Tianma New Materials leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Tianma New Materials (code: 838971) closed at 42.00, up 10.53% with a trading volume of 146,300 shares and a transaction value of 605 million yuan [1] - Other notable performers included: - Strength Diamond (code: 301071) at 32.63, up 3.42% [1] - Quartz Shares (code: 603688) at 39.52, up 1.88% [1] - Suotong Development (code: 603612) at 26.81, up 1.78% [1] - Qilu Huaxin (code: 830832) at 8.95, up 1.02% [1] Capital Flow - The non-metal materials sector saw a net inflow of 218 million yuan from institutional investors, while retail investors experienced a net outflow of 150 million yuan [2] - The capital flow for key stocks included: - Quartz Shares with a net inflow of 112 million yuan from institutional investors [3] - Suotong Development with a net inflow of 62.73 million yuan from institutional investors [3] - Strength Diamond with a net inflow of 31.12 million yuan from institutional investors [3]

证券代码：839719 证券简称：宁新新材 公告编号：2025-107 江西宁新新材料股份有限公司 2025 年第三次临时股东会决议公告 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 （一）会议召开情况 1.会议召开时间：2025 年 9 月 16 日 2.会议召开地点：宁新新材会议室 3.会议召开方式：现场及网络相结合方式 4.会议召集人：董事会 2.公司在任监事 3 人，出席 3 人； 3.公司董事会秘书出席会议； 4.公司高级管理人员及见证律师列席会议。 5.会议主持人：邓达琴 6.召开情况合法合规的说明： 本次会议的召开、召集和议案审议程序符合《中华人民共和国公司法》及《公 司章程》的有关规定，表决结果合法有效。 （二）会议出席情况 出席和授权出席本次股东会的股东共 10 人，持有表决权的股份总数 26,551,091 股，占公司有表决权股份总数的 28.7792%。 其中通过网络投票参与本次股东会的股东共 1 人，持有表决权的股份总数 8,415 股，占公司有表决权股 ...