证券代码：920719 证券简称：宁新新材 公告编号：2026-001 (一)业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 (二)业绩预告情况 √年度净利润为负值 江西宁新新材料股份有限公司 2025 年年度业绩预告公告 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。 特别提示：本公告所载 2025 年年度主要财务数据为初步核算数据，未经会 计师事务所审计，具体数据以公司 2025 年年度报告中披露的数据为准，提请投 资者注意投资风险。 一、本期业绩预告情况 三、风险提示 本次业绩预告为公司财务部门初步测算的结果，尚未经会计师事务所审计， 具体数据以公司 2025 年年度报告中披露的数据为准。 敬请广大投资者谨慎决策，注意投资风险。 江西宁新新材料股份有限公司 董事会 2026 年 1 月 30 日 单位：万元 | 项目 | | 本报告期 | | 上年同期 | 变动比例% | | --- | --- | --- | --- | --- | --- | | 归属于上市 ...

Group 1 - The non-metal materials sector increased by 0.87% on January 27, with LiLi Diamond leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] - Key stocks in the non-metal materials sector showed varied performance, with LiLi Diamond closing at 42.79, up 6.10%, and other notable stocks like Bingyang Technology and Lianrui New Materials also showing gains [1] Group 2 - The non-metal materials sector experienced a net outflow of 68.94 million yuan from main funds, while retail investors saw a net inflow of 49.87 million yuan [2] - The stock performance of individual companies showed mixed results, with Lianrui New Materials having a main fund net inflow of 18.46 million yuan, while other companies like Tianma New Materials and Longgao Co. faced net outflows [3] - The overall trading volume and transaction amounts varied significantly among the stocks, with Lianrui New Materials achieving a transaction amount of 4.30 billion yuan [1][2]

Market Performance - The non-metal materials sector increased by 1.42% on January 22, with Longgao Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Performance - Longgao Co., Ltd. (code: 605086) closed at 44.88, with an increase of 8.14% and a trading volume of 70,300 shares, amounting to a transaction value of 304 million yuan [1] - Kuncai Technology (code: 603826) saw a rise of 6.48%, closing at 17.10 with a trading volume of 116,500 shares [1] - Other notable performers include: - Bingyang Technology (code: 920675) up 4.94% to 11.05 [1] - Ningxin New Materials (code: 920719) up 3.50% to 13.89 [1] - Qilu Huaxin (code: 920832) up 3.16% to 8.16 [1] Capital Flow - The non-metal materials sector experienced a net inflow of 118 million yuan from main funds, while retail investors saw a net outflow of 117 million yuan [2] - The main funds' net inflow for Longgao Co., Ltd. was 30.97 million yuan, representing 10.18% of its trading volume [3] - Kuncai Technology had a net inflow of 18.96 million yuan from main funds, accounting for 9.86% of its trading volume [3]

Group 1 - The non-metal materials sector increased by 1.49% on January 21, with Tianma New Materials leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the non-metal materials sector showed varied performance, with Tianma New Materials closing at 35.30, up 5.75%, and Dongfang Huizhen declining by 0.41% to 12.04 [1] Group 2 - The non-metal materials sector saw a net inflow of 43.89 million yuan from main funds, while retail investors experienced a net outflow of 36.99 million yuan [2] - Major stocks like Suotong Development and Lianrui New Materials had significant net inflows from main funds, with 29.09 million yuan and 28.73 million yuan respectively [3] - Retail investors showed a negative trend in stocks like Ningxin New Materials and Qilu Huaxin, with net outflows of 2.09 million yuan and 1.09 million yuan respectively [3]

Core Viewpoint - The article highlights the increasing environmental risks faced by listed companies in China, with six companies recently penalized for violations related to environmental regulations, emphasizing the importance of environmental responsibility in corporate governance and investment decisions [7][9][18]. Group 1: Environmental Violations and Penalties - Huayi Group was fined 288,000 yuan for exceeding sulfate discharge limits in wastewater, with sulfate levels recorded at 2,470 mg/L, significantly above the permitted 600 mg/L [13][14]. - Ningxin New Materials was fined 280,000 yuan for failing to operate air pollution prevention facilities properly [15]. - China Energy Construction's subsidiary was penalized approximately 252,300 yuan for commencing construction without the necessary environmental impact assessment approval [17]. Group 2: Impact on Investors - The six companies involved in environmental violations collectively have 779,500 shareholders, indicating potential investment risks for these stakeholders [12]. - The increasing focus on ESG (Environmental, Social, and Governance) factors in investment decisions highlights the need for companies to maintain sustainable practices and transparency regarding their environmental impact [18]. Group 3: Regulatory Framework and Data Collection - The article discusses the role of the Public Environmental Research Center (IPE) in collecting and analyzing environmental data from thousands of listed companies across China, aiming to enhance transparency in corporate environmental practices [7][18]. - The regulatory environment has evolved to support public access to environmental information, reinforcing the principle that information should be publicly available as a norm [18].

Core Viewpoint - The article highlights the increasing environmental risks faced by listed companies in China, with specific cases of penalties imposed for violations of environmental regulations, emphasizing the importance of transparency in environmental information for investors [6][9][13]. Group 1: Environmental Violations and Penalties - Huayi Group Holdings was fined 288,000 yuan for exceeding the sulfate discharge limit in wastewater, with a concentration of 2470 mg/L compared to the permitted 600 mg/L [10][11]. - Ningxin New Materials was penalized 280,000 yuan for failing to operate air pollution prevention facilities properly [12]. - A total of six listed companies were identified as having environmental risks, affecting approximately 779,500 shareholders [9][8]. Group 2: Regulatory Framework and Transparency - The article discusses the role of environmental regulations and the importance of compliance with pollution discharge permits, as outlined in the Environmental Protection Law [11][13]. - It notes the increasing emphasis on ESG (Environmental, Social, and Governance) investment principles, which are driving investors to consider companies' sustainability practices [13][14]. - The article also mentions the improvement in environmental information disclosure, which is supported by legal frameworks established since 2008 [13][14].

Core Insights - Six listed companies in A-shares have recently exposed environmental risks, highlighting the increasing importance of environmental compliance in corporate operations [12][13]. Group 1: Environmental Violations and Penalties - Huayi Group was fined 288,000 yuan for exceeding sulfate discharge limits in wastewater, with sulfate levels recorded at 2,470 mg/L, significantly above the permitted 600 mg/L [10][16]. - Ningxin New Materials was penalized 280,000 yuan for failing to operate air pollution prevention facilities properly [18]. - China Energy Engineering was fined approximately 252,300 yuan for commencing construction without the necessary environmental impact assessment for a solar power project [20]. Group 2: Company and Market Impact - The six companies involved have a combined total of 779,500 shareholders, indicating potential investment risks associated with their environmental compliance issues [15]. - The environmental risks associated with these companies are becoming a significant concern for investors, as ESG (Environmental, Social, and Governance) investment principles gain traction [20]. Group 3: Regulatory Context - The penalties reflect the enforcement of environmental regulations, emphasizing the need for companies to adhere to pollution control standards and maintain transparency in their environmental practices [17][21]. - The increasing public and regulatory scrutiny on environmental information is supported by legal frameworks that promote transparency and public participation in environmental governance [21].

Core Viewpoint - The non-metal materials sector experienced a rise of 2.25% on January 15, with Lianrui New Materials leading the gains, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index increased by 0.41% [1]. Group 1: Market Performance - Lianrui New Materials closed at 64.65, up 6.74%, with a trading volume of 83,900 shares and a transaction value of 529 million yuan [1]. - Quartz Co. closed at 39.66, up 3.42%, with a trading volume of 177,000 shares and a transaction value of 695 million yuan [1]. - KunCai Technology closed at 17.82, up 0.96%, with a trading volume of less than 32,600 shares and a transaction value of 57.83 million yuan [1]. Group 2: Capital Flow - The non-metal materials sector saw a net inflow of 25.06 million yuan from main funds, while retail investors experienced a net outflow of 46.06 million yuan [2]. - The main funds' net inflow for Quartz Co. was 61.81 million yuan, while retail investors had a net outflow of 67.61 million yuan [3]. - Lianrui New Materials had a main fund net inflow of 4.49 million yuan, with retail investors showing a net outflow of 6.32 million yuan [3].

Market Overview - The non-metal materials sector experienced a decline of 2.06% on January 13, with Changjiang Materials leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances in the non-metal materials sector included: - Bingyang Technology: Closed at 10.69, up 1.42% with a trading volume of 45,000 shares [1] - Qilu Huaxin: Closed at 7.84, up 0.90% with a trading volume of 24,500 shares [1] - Changjiang Materials: Closed at 28.15, down 3.89% with a trading volume of 110,000 shares and a transaction value of 315 million [2] - Longgao Co.: Closed at 47.40, down 1.50% with a trading volume of 58,900 shares and a transaction value of 282 million [2] Capital Flow - The non-metal materials sector saw a net outflow of 189 million from institutional investors, while retail investors had a net inflow of 105 million [2] - The capital flow for specific stocks included: - Kuncai Technology: Net inflow of 743.95 thousand from institutional investors [3] - Longgao Co.: Net outflow of 3004.40 thousand from institutional investors [3] - Strength Diamond: Net inflow of 2396.86 thousand from retail investors [3]

Market Overview - The non-metal materials sector increased by 2.12% on January 6, with Quartz Co. leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Stock Performance - Key stocks in the non-metal materials sector showed the following performance: - Quartz Co. (603688) closed at 38.95, up by 4.28% with a trading volume of 212,900 shares and a transaction value of 836 million [1] - Tianma New Materials (920971) closed at 31.85, up by 3.11% with a trading volume of 33,600 shares and a transaction value of 106 million [1] - Suotong Development (603612) closed at 25.82, up by 3.03% with a trading volume of 278,800 shares and a transaction value of 711 million [1] Capital Flow - The non-metal materials sector experienced a net inflow of 133 million from institutional investors, while retail investors saw a net outflow of 97.65 million [2] - The capital flow for key stocks is as follows: - Suotong Development had a net inflow of 69.37 million from institutional investors [3] - Quartz Co. saw a net inflow of 60.33 million from institutional investors [3] - Longgao Co. (605086) had a net inflow of 17.34 million from institutional investors [3]