| 代码 | 简称 | 最新融资余额（万 | 较前一个交易日增减 | 当日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | | | | 688488 | 艾迪药 业 | 27783.57 | 74.10 | 2.96 | 医药生物 | | 601799 | 星宇股 份 | 29085.74 | 49.50 | -1.15 | 汽车 | | 920580 | 科创新 材 | 872.49 | 43.70 | 5.42 | 建筑材料 | | 301266 | 宇邦新 材 | 18848.82 | 43.38 | 17.20 | 电力设备 | | 600744 | 华银电 力 | 24596.97 | 42.75 | 7.98 | 公用事业 | | 002707 | 众信旅 游 | 53240.43 | 42.12 | -8.47 | 社会服务 | | 688548 | 广钢气 体 | 27349.12 | 38.29 | 10.50 | 电子 | | 301021 | 英诺激 光 | 34100.29 | 37.36 | ...

二、本次股票解除限售的明细情况及原因 证券代码：920580 证券简称：科创新材 公告编号：2026-001 单位：股 | 序号 | 股东姓 名或名 | 是否为控股 股东、实际 控制人或其 | 任职情 况 | 本次解 限售原 | 本次解除 限售登记 | 本次解除 限售股数 占公司总 | 尚未解除 限售的股 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 称 | | | 因 | 股票数量 | | 票数量 | | | | 一致行动人 | | | | 股本比例 | | | 1 | 蔚文绪 | 是 | 董事长 | A | 3,331,513 | 3.8739% | 11,042,188 | | | | 合计 | | — | 3,331,513 | 3.8739% | 11,042,188 | 注：解除限售原因： 洛阳科创新材料股份有限公司股票解除限售公告 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、本次股票解除限售数量总额为 3,331,5 ...

Group 1 - The stock of Kexin New Materials (920580) closed at 15.16 yuan on December 30, 2025, with a 0.26% increase from the previous trading day, resulting in a total market capitalization of 1.304 billion yuan [1] - The stock opened at 15.29 yuan, reached a high of 15.41 yuan, and a low of 14.90 yuan, with a trading volume of 26.4173 million yuan and a turnover rate of 3.69% [1] - The company announced that it received government subsidies amounting to 2.3 million yuan between September 30, 2025, and December 29, 2025, which represents 24.20% of the audited net profit for the most recent fiscal year [1] Group 2 - The company follows the accounting treatment as per "Enterprise Accounting Standard No. 16 - Government Subsidies," and the final recognition will depend on the results of the annual audit by the auditing agency [1]

Group 1 - The stock price of Kexin New Materials (920580) closed at 15.12 yuan on December 29, 2025, down by 2.14% with a turnover rate of 5.26% and a trading volume of 24,800 shares, resulting in a transaction amount of 37.74 million yuan [1] - On December 29, 2025, the net inflow of main funds was 366,400 yuan, accounting for 0.97% of the total transaction amount, while retail investors had a net outflow of 727,200 yuan, representing 1.93% of the total transaction amount [2] - From September 30, 2025, to December 29, 2025, Kexin New Materials received government subsidies totaling 2.3 million yuan, which accounts for 24.20% of the company's audited net profit for the most recent fiscal year [1][2]

Market Overview - The renovation and building materials sector experienced a decline of 0.41% compared to the previous trading day, with Jingxue Energy leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the renovation and building materials sector included: - Yangzi New Materials (002652) with a closing price of 4.86, up 9.95% [1] - Huali Co., Ltd. (603038) with a closing price of 16.59, up 4.87% [1] - ST Nachuan (300198) with a closing price of 2.55, up 3.24% [1] - Conversely, significant decliners included: - Jingxue Energy (301010) with a closing price of 22.42, down 3.28% [2] - Lezhishun Group (002398) with a closing price of 5.90, down 3.28% [2] - Zhongqi New Materials (001212) with a closing price of 51.65, down 2.55% [2] Capital Flow - The renovation and building materials sector saw a net outflow of 178 million yuan from institutional investors, while retail investors experienced a net inflow of approximately 89.27 million yuan [2] - Key stocks with significant capital flow included: - Huali Co., Ltd. (603038) with a net inflow of 22.13 million yuan from institutional investors [3] - Gongyuan Co., Ltd. (002641) with a net inflow of 16.95 million yuan from institutional investors [3] - Jingxue Energy (301010) with a net outflow of 12.6 million yuan from institutional investors [3]

二、 对上市公司的影响 根据《企业会计准则第 16 号-政府补助》的有关规定，公司将对上述政府补 助进行相应的会计处理，具体会计处理以审计机构年度审计确认后的结果为准。 敬请广大投资者注意投资风险。 三、 备查文件 证券代码：920580 证券简称：科创新材 公告编号：2025-117 洛阳科创新材料股份有限公司获得政府补助公告 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、 获取补助的基本情况 2025 年 9 月 30 日-2025 年 12 月 29 日，洛阳科创新材料股份有限公司（以 下简称"公司"）收到政府补助资金，金额为 230 万元，该笔补助是与收益相关 的政府补助，占公司最近一个会计年度经审计的净利润的比例为 24.20%。 董事会 2025 年 12 月 29 日 （一）有关补助的政府文件 （二）收款凭证 洛阳科创新材料股份有限公司 ...

Core Insights - The metallurgical refractory materials industry, crucial for high-temperature production in metallurgy, is facing challenges due to a downturn in the steel market, with a projected production decline of 3.73% in 2024, resulting in a total output of 22.07 million tons [1][6] - The industry is expected to shift from total growth to structural upgrades, focusing on green low-carbon transformation, technological advancements, and market optimization [1][10] Industry Overview - Metallurgical refractory materials are inorganic non-metallic materials with a refractoriness of at least 1580°C, essential for stable operation in high-temperature metallurgical processes [2][5] - The industry is characterized by a "large industry, small enterprises" structure, with the top five companies accounting for only 11.90% of total production [1][10] Market Performance - The overall market size for refractory materials in China is projected to reach 90.3 billion yuan in 2024, with a compound annual growth rate of -2.3% from 2020 to 2024 [1][7] - Metallurgical refractory materials account for approximately 70% of the total market size, with a projected scale of 63.21 billion yuan in 2024, reflecting a year-on-year decline of 1.74% [1][7] Product Segmentation - The market shows a clear differentiation in product performance: dense shaped refractory products are expected to decline by 6.07%, while thermal insulation products are projected to grow by 11.17% due to their low-carbon advantages [6][7] - The production of unshaped refractory materials is expected to see a slight decrease of 2.07%, indicating relative demand resilience [6] Industry Chain - The industry chain is tightly linked, with upstream raw materials like bauxite and magnesite affecting overall costs, while the midstream focuses on product development and manufacturing [8][9] - The downstream application is primarily in the steel industry, which accounts for over 65% of refractory material consumption [9] Competitive Landscape - The industry is fragmented with over 2,000 companies, where leading firms are focusing on high-end, green, and differentiated product development [10] - Major companies like Beijing Lier and Puyang Refractories are expanding their international presence and enhancing product offerings to adapt to market demands [10] Future Trends - The industry is expected to prioritize green low-carbon transformation, with a shift towards low-energy production processes and environmentally friendly products [11][12] - Technological advancements will focus on high-performance composite materials and smart manufacturing techniques to meet the evolving needs of the metallurgy sector [12][13] - Market consolidation is anticipated, with leading firms increasing their market share through mergers and acquisitions, while smaller companies will focus on niche markets [13]

证券代码：920580 证券简称：科创新材 公告编号：2025-110 洛阳科创新材料股份有限公司 第四届董事会第八次会议决议公告 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。 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 12 月 8 日 2.会议召开地点：公司会议室 3.会议召开方式：现场和通讯相结合的方式 4.发出董事会会议通知的时间和方式：2025 年 11 月 27 日以书面方式发出 5.会议主持人：董事长蔚文绪先生 6.会议列席人员：公司高级管理人员列席会议 7.召开情况合法合规的说明： 本次会议的召集、召开和议案审议程序符合《公司法》等有关法律法规、部 门规章、规范性文件和《公司章程》的规定。 （二）会议出席情况 独立董事顾华志、袁林，董事张金羽因工作原因以通讯方式参与表决。 二、议案审议情况 （一）审议通过《关于公司募投项目延期的议案》 1.议案内容： 为保证募投项目建设质量、维护全体股东整体利益、降低募投资金使用风险， 公司根据目前募投项目的实施进度及资 ...

川财证券有限责任公司 关于 洛阳科创新材料股份有限公司募投项目延期的核查意见 川财证券有限责任公司（以下简称"川财证券"、"保荐机构"）作为洛阳科创 新材料股份有限公司（以下简称"科创新材"或"公司"）向不特定合格投资者公开 发行股票并上市的保荐机构，根据《证券发行上市保荐业务管理办法》《北京证 券交易所股票上市规则》（以下简称"《上市规则》"）《北京证券交易所证券发行 上市保荐业务管理细则》《北京证券交易所上市公司持续监管办法（试行）》《上 市公司募集资金监管规则》等有关规定，经审慎核查，对科创新材募投项目延期 事项进行了核查，具体核查情况如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位情况 根据中国证券监督管理委员会"证监许可[2022]744 号"文《关于同意洛阳科 创新材料股份有限公司向不特定合格投资者公开发行股票注册的批复》，洛阳科 创新材料股份有限公司采用公开方式向不特定合格投资者发行人民币普通股（A 股）2,000.00 万股（超额配售选择权行使前），发行方式为直接定价方式，发行价 格为 4.60 元/股，募集资金总额为 92,000,000.00 元，募集资金净额为 83,483 ...

川财证券有限责任公司（以下简称"川财证券"、"保荐机构"）作为洛阳科 创新材料股份有限公司（以下简称"科创新材"、"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的保荐机构，根据《北京证券交易所股 票上市规则》《北京证券交易所上市公司持续监管办法（试行）》等相关法律法 规的规定，对科创新材使用部分闲置的募集资金暂时补充流动资金事项发表专 项意见，具体情况如下： 一、募集资金基本情况 川财证券有限责任公司 关于洛阳科创新材料股份有限公司 使用部分闲置募集资金暂时补充流动资金的核查意见 2022 年 4 月 25 日，公司发行人民币普通股（A 股）2,000.00 万股（超额配 售选择权行使前），发行方式为直接定价方式，发行价格为 4.60 元/股，募集资 金总额为 92,000,000.00 元，募集资金净额为 83,483,836.09 元，到账时间为 2022 年 4 月 28 日。公司因行使超额配售选择权取得的募集资金净额为 13,796,550.00 元，到账时间为 2022 年 6 月 13 日。截至 2022 年 6 月 13 日，公 司实际已向社会公开发行人民币普通股（A 股）2, ...