Market Overview - The non-metal materials sector experienced a decline of 0.86% on October 30, with Bingyang Technology leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers included: - Liliang Diamond (301071) with a closing price of 42.00, up 3.86% and a trading volume of 359,600 shares, totaling 1.466 billion yuan [1] - Tianma New Materials (920971) closed at 37.62, up 3.12% with a trading volume of 108,700 shares, totaling 406 million yuan [1] - Significant decliners included: - Bingyang Technology (920675) closed at 12.13, down 5.23% with a trading volume of 70,500 shares, totaling 87.4716 million yuan [2] - Quartz Shares (603688) closed at 42.08, down 2.05% with a trading volume of 260,200 shares, totaling 1.117 billion yuan [2] Capital Flow - The non-metal materials sector saw a net outflow of 210 million yuan from institutional investors, while retail investors had a net inflow of 266 million yuan [2][3] - The capital flow for key stocks showed: - Liliang Diamond had a net outflow of 34.2155 million yuan from institutional investors, but a net inflow of 30.9384 million yuan from retail investors [3] - Longgao Co. (605086) experienced a net outflow of 1.7845 million yuan from institutional investors, with a net inflow of 1.0490 million yuan from retail investors [3]

Core Viewpoint - Jiangxi Ningxin New Materials Co., Ltd. announced the release and re-pledging of shares by its controlling shareholder, which may pose a risk of change in control but will not affect the company's operations [1][3]. Group 1: Share Pledge Details - The controlling shareholder, Deng Daqin, released 2,000,000 shares from pledge, which accounts for 23.71% of his holdings and 2.15% of the company's total shares [1]. - The shares were initially pledged on April 17, 2025, to Fengxin State-owned Assets Investment Group Co., Ltd., and are now re-pledged to secure a loan with an extended repayment period until April 10, 2026 [2][3]. - The company clarified that the pledgee and the pledgor do not have any related party relationship, and the pledge registration has been completed [3]. Group 2: Financial Performance - As of the end of September 2023, the company reported total revenue of approximately 150 million yuan, a year-on-year decrease of 48.30%, and a net loss attributable to shareholders of 108 million yuan, a year-on-year increase of 113.14% [3]. - The company's stock has increased by 43.96% in 2025, with a current market capitalization of approximately 1.396 billion yuan [4]. Group 3: Company Background - Jiangxi Ningxin New Materials was established in 2007 and listed on the Beijing Stock Exchange in May 2023, specializing in the research, production, and sales of special graphite [3]. - The company was recognized as a national-level specialized and innovative "little giant" enterprise in 2020 [3].

证券代码：920719 证券简称：宁新新材 公告编号：2025-117 江西宁新新材料股份有限公司 二、股权质押概述 （一）基本情况 公司股东邓达琴质押 2,000,000 股，占公司总股本 2.1484%。在本次质押的 股份中，2,000,000 股为有限售条件股份，0 股为无限售条件股份。质押期限为 2025 年 10 月 22 日起至业务结清止。质押股份用于为公司借款提供反担保，质 押权人为奉新国有资产投资集团有限公司，质押权人与质押股东不存在关联关系。 质押股份已在中国结算办理质押登记。 本次质押是在 2025 年 4 月 17 日基础上再次质押，原借款期限自 2025 年 4 月 11 日至 2025 年 10 月 10 日止，后经多方协商，前次借款一致同意债务履行期 限延长至 2026 年 4 月 10 日止。本次质押先解除前期质押，又对延期借款进行再 次质押。 （二）本次股权质押对公司的影响 所涉及的股份是实际控制人控制的股份。 关于股东部分股权解除质押并继续质押的公告 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 ...

Core Insights - The non-metal materials sector increased by 1.1% on October 21, with Bingyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - Bingyang Technology (code: 920675) closed at 12.09, with a rise of 7.66% and a trading volume of 43,700 shares, amounting to 51.31 million yuan [1] - Tianma New Materials (code: 920971) saw a closing price of 35.50, up 3.53%, with a trading volume of 43,000 shares and a turnover of 150 million yuan [1] - Longjiang Materials (code: 001296) closed at 23.48, increasing by 3.07%, with a trading volume of 49,100 shares and a turnover of 115 million yuan [1] - Other notable stocks include Qilu Huaxin (code: 920832) at 8.38 (+2.82%), and Quartz Shares (code: 603688) at 38.98 (+2.26%) [1] Capital Flow - The non-metal materials sector experienced a net outflow of 52.73 million yuan from institutional investors, while retail investors saw a net inflow of 72.75 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors were more active [2] Detailed Capital Flow Analysis - Quartz Shares (code: 603688) had a net inflow of 34.63 million yuan from institutional investors, but a net outflow of 28.47 million yuan from retail investors [3] - Longjiang Materials (code: 001296) experienced a net inflow of 7.80 million yuan from institutional investors, while retail investors had a net outflow of 5.81 million yuan [3] - Strength Diamond (code: 301071) faced a significant net outflow of 124 million yuan from institutional investors, despite a net inflow of 71.25 million yuan from retail investors [3]

江西宁新新材料股份有限公司 第四届董事会第七次会议决议公告 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 证券代码：920719 证券简称：宁新新材 公告编号：2025-115 （一）会议召开情况 1.会议召开时间：2025 年 10 月 17 日 2.会议召开地点：宁新新材会议室 3.会议召开方式：现场及通讯相结合 4.发出董事会会议通知的时间和方式：2025 年 10 月 13 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.召开情况合法合规的说明： 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。 根据《北京证券交易所股票上市规则》《关于做好上市公司 2025 年第三季度 报告披露工作的通知》等相关法律、法规和公司章程的规定，对公司 2025 年第 三季度报告进行审议： （1）公司《2025 年第三季度报告》的编制和审议程序符合法律、法规、公 司章程和公司内部管理制度的各项规定 ...