证券代码：600114 股票简称：东睦股份 编号：2025-075 东睦新材料集团股份有限公司 NBTM NEW MATERIALS GROUP Co., Ltd. 关于召开 2025 年第三次临时股东会提示性 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 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责任。 重要内容提示： 会议日期：2025年8月21日（星期四）下午14:30 本次股东会采用现场投票与网络投票相结合的表决方式 股权登记日：2025年8月14日 东睦新材料集团股份有限公司（以下简称"公司"）于2025年8月4日 召开了第八届董事会第十八次会议，会议审议通过了《关于提请召开公司 2025年第三次临时股东会的议案》，决定于2025年8月21日召开2025年第 三次临时股东会。具体内容详见公司于2025年8月5日在上海证券交易所网 站（www.sse.com.cn）披露的相关信息。 召开的日期时间：2025年8月21日（星期四）14点30分 本次股东会所采用的表决方式是现场投票和网络投票相结合的方式， 公司采用上海证券交易所股东会网络投票系统向公司股东 ...

关于发行股份及支付现金购买资产并募集 配套资金暨关联交易的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 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责任。 东睦新材料集团股份有限公司 NBTM NEW MATERIALS GROUP Co., Ltd. 二、本次交易的历史披露情况 2025年2月25日，公司披露了《东睦股份关于筹划发行股份及支付现 金购买资产并募集配套资金事项的停牌公告》，因筹划本次交易事项，根 据上海证券交易所的相关规定，经公司申请，公司股票自2025年2月25日 （星期二）开市起开始停牌，预计停牌时间不超过10个交易日，公告编 号：2025-007。停牌期间，公司按照相关规定披露了《东睦新材料集团股 份有限公司关于筹划发行股份及支付现金购买资产并募集配套资金事项的 停牌进展公告》，公告编号：2025-009。 证券代码：600114 股票简称：东睦股份 编号：2025-074 一、本次交易基本情况 东睦新材料集团股份有限公司（以下简称"公司"）拟通过发行股份 及支付现金的方式向深圳市远致星火私募股权投资基金合伙企业（有限合 伙）、钟伟、上 ...

Summary of Key Points Core Viewpoint - The recent release of the 2025 semi-annual reports for A-share listed companies has revealed significant movements by pension and social security funds, indicating their investment strategies and preferences in the market [1]. Pension Fund Holdings - A total of 12 companies have seen pension funds appear among their top ten circulating shareholders, with notable entries including Satellite Chemical and Hongfa Technology, which both welcomed pension funds for the first time [1]. - Satellite Chemical's pension fund, the Basic Pension Insurance Fund 808 Combination, holds 19.97 million shares valued at approximately 346 million yuan [1]. - Hongfa Technology's pension fund, the Basic Pension Insurance Fund 807 Combination, holds 11.11 million shares valued at around 248 million yuan [1]. - Other companies with significant pension fund increases include Spring Power, which saw an increase of 1.24 million shares valued at about 409 million yuan [1][2]. Social Security Fund Holdings - Social security funds have also shown increased activity, with four funds collectively increasing their holdings in Changshu Bank by nearly 28 million shares, valued at approximately 277 million yuan [4]. - Nanwei Medical received an increase of about 2.15 million shares from two social security funds, corresponding to a market value of around 152 million yuan [4]. - Su Testing received an increase of approximately 14.86 million shares from three social security funds, valued at about 213 million yuan [5]. Joint Increases by Pension and Social Security Funds - Five companies, including Spring Power, Guomai Culture, Hongfa Technology, Satellite Chemical, and Jerry Shares, experienced joint increases from both pension and social security funds [7].

Group 1 - The latest stock price of Dongmu Co., Ltd. is 26.88 yuan, with a slight increase of 0.11% compared to the previous trading day. The intraday high reached 27.45 yuan, while the low was 26.80 yuan, with a total trading volume of 857 million yuan and a turnover rate of 5.14% [1] - Dongmu Co., Ltd. primarily engages in the research and production of powder metallurgy products, soft magnetic materials, and new energy products, which are widely used in the automotive, home appliance, and electronics sectors. The company is a significant player in the domestic powder metallurgy industry, covering both traditional automotive parts and components for new energy vehicles [1] - As of the end of the second quarter, the basic pension insurance fund held 6.2664 million shares of Dongmu Co., Ltd., representing a 43.23% increase from the previous quarter, accounting for 1.02% of the circulating shares. This marks the second consecutive quarter of stock accumulation by the pension fund [1] Group 2 - On August 11, the net inflow of main funds into Dongmu Co., Ltd. was 11.0935 million yuan, while the cumulative net outflow over the past five trading days was 8.4892 million yuan. The current stock price is above the 5-day moving average, with a total market capitalization of 16.568 billion yuan [1]

Core Insights - Pension accounts have shown a significant investment presence in the capital market during the second quarter, appearing in the top ten shareholders of six stocks with a total holding of 51 million shares valued at 1.344 billion yuan [1][3]. Pension Holdings Distribution and Scale Characteristics - The holding structure of pension accounts at the end of the second quarter displayed a clear concentration, with Hongfa Co., Ltd. being the most held stock, where two pension fund combinations held a total of 28.22 million shares, accounting for 1.93% of the circulating shares [3]. - Other notable stocks favored by pension accounts include Jerry Holdings, Dongmu Co., Ltd., Hisense Home Appliances, Rongzhi Rixin, and Guomai Culture, with holdings of 6.27 million shares, 4.60 million shares, 3.50 million shares, and 1.93 million shares respectively [3]. - Five stocks held by pension accounts had a market value exceeding 100 million yuan, indicating a preference for sectors related to the real economy, such as power equipment, machinery, and home appliances [3]. Investment Strategy Adjustments and Changes in Holdings - Pension accounts demonstrated an active strategy of adjusting holdings in the second quarter, with three new entries and two increased holdings among the six stocks [4]. - New entries included Jerry Holdings, Hisense Home Appliances, and Guomai Culture, reflecting a positive outlook on these companies' growth prospects [4]. - Increased holdings were noted in Hongfa Co., Ltd. and Dongmu Co., Ltd., with share quantities growing by 64.93% and 43.23% respectively, indicating confidence in their long-term value [4]. - Rongzhi Rixin, the longest-held stock by pension accounts, maintained a holding of 3.50 million shares despite a 5.41% decrease from the previous quarter, representing the highest holding ratio at 4.04% of circulating shares [4]. - The distribution of the six stocks held by pension accounts included four from the main board and one each from the Sci-Tech Innovation Board and the Growth Enterprise Market, showcasing a balanced approach between stability and growth potential [4].

Group 1 - The pension funds have increased their presence in the secondary market, appearing in the top ten circulating shareholders of eight stocks by the end of Q2, with five new entries and two increases in holdings [1] - The total shareholding amount of pension accounts in these stocks is 57 million shares, with a total market value of 1.375 billion yuan [1] - The largest holding is in Hongfa Co., Ltd. (600885), with pension funds holding 28.22 million shares, making them the seventh and ninth largest shareholders [1] Group 2 - The pension accounts have a significant presence in the stock market, with six of their heavy-weight stocks also having social security funds as shareholders [2] - The longest-held stock by pension accounts is Rongzhi Rixin, which has appeared in the top ten shareholders for six consecutive reporting periods, holding 3.5 million shares [2] - The performance of the stocks held by pension accounts shows that eight companies reported profit growth in their semi-annual reports, with Rongzhi Rixin achieving a net profit of 14.24 million yuan, a year-on-year increase of 2063.42% [3] Group 3 - The distribution of stocks held by pension accounts includes five from the main board, one from the Sci-Tech Innovation Board, and two from the Growth Enterprise Market [3] - The detailed holdings of pension accounts show significant increases in holdings for several companies, with Hongfa Co., Ltd. seeing a 64.93% increase in shareholding [3] - New entries in the pension fund's holdings include stocks from various sectors such as machinery, transportation, and home appliances [3]

Company Overview - Dongmu Co., Ltd. is primarily engaged in the research, development, production, and sales of powder metallurgy products, which are widely used in the automotive, home appliance, and power tool industries [1] - The company is classified under the general equipment manufacturing industry and is registered in Ningbo, Zhejiang Province [1] Stock Performance - As of the close on August 8, 2025, Dongmu's stock price was 26.85 yuan, reflecting a decline of 1.79% from the previous trading day [1] - The trading volume on that day was 332,700 hands, with a transaction amount of 899.7 million yuan, resulting in a turnover rate of 5.40% [1] Institutional Investment - The basic pension insurance fund increased its holdings in Dongmu by 6.2664 million shares in the second quarter, representing a quarter-on-quarter growth of 43.23%, which accounts for 1.02% of the circulating shares [1] - This marks the second consecutive reporting period in which the pension fund has held shares in the company [1] Capital Flow - On August 8, the net outflow of main funds was 49.9375 million yuan, constituting 0.3% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 83.1914 million yuan, representing 0.5% of the circulating market value [1]

Core Viewpoint - The article discusses the recent stock recommendations by analyst Sun Xiaoya from Tianfeng Securities, highlighting her influence and the market's enthusiasm for her insights, particularly in the context of a large conference that attracted significant attention [1][5]. Group 1: Stock Recommendations - Ten stocks were recommended across five industries, including Beiqi Blue Valley, Jinpan Technology, Feilong Co., Dayuan Pump Industry, and others, indicating a diverse investment opportunity [1][2]. - Beiqi Blue Valley (code: 600733) has a market value of 29.06 billion, with a projected sales increase to 18-20 million units, suggesting a target market value of 80 billion, representing an upside potential of over 80% [2]. - Jinpan Technology (code: 688676) is expected to generate 30 billion in overseas revenue and 50 billion domestically by 2025, with a year-on-year growth of 39% [2]. - The report emphasizes the importance of high-quality pumps in the cooling liquid market, with specific recommendations for Feilong Co., Dayuan Pump Industry, and Southern Pump Industry [2]. - The article notes that the semiconductor inductors market is a key focus, with significant profit contributions expected from companies like Botek New Materials and Dongmu Co. [2]. Group 2: Analyst Influence - Sun Xiaoya has gained recognition in the industry, rapidly advancing to the position of Chief Analyst at Tianfeng Securities since obtaining her analyst qualification in August 2020 [5]. - Her reports are characterized by high visibility and ambitious valuation targets, often predicting significant upside potential for recommended stocks [5]. - The recent conference led by Sun attracted around 3,000 participants, showcasing her strong influence and the market's excitement around her insights [1][5].

二季度末养老金账户对宏发股份的持股量最多，基本养老保险基金八零七组合、基本养老保险基金一五 零二二组合为公司第九、第七大流通股东，合计持股量为2822.27万股；其次是杰瑞股份，基本养老保 险基金八零八组合为公司第十大流通股东，持股量为671.79万股。从期末持股市值看，养老金账户期末 持股市值在亿元以上的有5只股，分别是宏发股份、杰瑞股份、容知日新等。 持股比例方面，养老金账户持股比例最多的是容知日新，二季度末基本养老保险基金二一零一组合为公 司第四大大流通股东，持股量为350.00万股，占流通股比例4.04%。养老金持股比例居前的还有果麦文 化、宏发股份等，持股比例分别为2.40%、1.93%。 养老金二级市场上持续落子布局，二季度末共现身6只个股前十大流通股东榜，其中，新进3只，增持2 只。 证券时报·数据宝统计显示，养老金账户最新出现在6只个股前十大流通股东名单中，合计持股量0.51亿 股，期末持股市值合计13.44亿元。 业绩方面，养老金账户现身个股中，半年报净利润实现增长的有6家，净利润增幅最高的是容知日新， 公司共实现净利润1423.55万元，同比增长2063.42%。（数据宝） 养老金持股明细 ...

Group 1 - As of August 8, pension funds have appeared among the top ten circulating shareholders of Rongzhi Rixin and Guomai Culture, holding 4 million shares and 2 million shares respectively, with market values of 155 million yuan and 79 million yuan [1] - In the second quarter, pension funds were present in the top ten circulating shareholders of six stocks, holding a total of 51.2281 million shares with a combined market value of 1.344 billion yuan [1] - Among the stocks held by pension funds, Hongfa Co., Jereh Group, and Dongmu Co. had the largest shareholdings, with 28 million shares, 7 million shares, and 6 million shares respectively [1] Group 2 - The industry distribution of pension fund holdings is primarily concentrated in Media III, Durable Household Products, and Machinery, with one stock in each category [1]