证券代码：600206 证券简称：有研新材 公告编号：2025-021 有研新材料股份有限公司 关于召开 2024 年度暨 2025 年一季度业绩说明会的公 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法律责任。 重要内容提示： 会议召开时间：2025 年 5 月 15 日(星期四)上午 10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 5 月 8 日(星期四)至 5 月 14 日(星期三)16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 stock@griam.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 有研新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 30 日发布公 司 2024 年度报告和 2025 年一季度报告，为便于广大投资者更全面深入地了解公 司 2024 年度 ...

Core Viewpoint - China Yuyuan Technology Group has developed a new generation of low-density, high-strength, high-toughness aluminum alloy material with high magnesium content, which is expected to significantly contribute to lightweight and cost-effective high-end equipment in aerospace and rail transportation sectors [1][2]. Group 1: Development and Innovation - The research team has successfully industrialized the high magnesium lightweight aluminum alloy in various forms, including thick plates, extruded materials, and forgings, after extensive laboratory research [1]. - The new aluminum alloy aims to meet the demands for high maneuverability, high speed, large load capacity, and low cost in high-end equipment [1][2]. - The development allows for a weight reduction of over 5% to 10% in aluminum alloy structural components, which is crucial for the lightweight and cost-effective development of high-end equipment in China [1]. Group 2: Technical Breakthroughs - The research team has overcome the existing limitations on the solubility of magnesium in aluminum alloys, establishing a technical prototype for low-density, high-strength, high-toughness aluminum alloy materials [2]. - The successful development of high magnesium lightweight aluminum is a result of repeated theoretical calculations and experimental validations [2]. - Future plans include advancing the industrialization of the new alloy and its application in various fields such as aerospace, high-speed rail, new energy vehicles, robotics, and consumer electronics [2].

截至2025年4月16日 10:50，中证半导体产业指数(931865)上涨0.07%，成分股有研新材(600206)上涨8.09%，北方华创(002371)上涨1.65%，华峰测控(688200) 上涨1.15%，中微公司(688012)上涨1.03%，南大光电(300346)上涨0.42%。半导体产业ETF(159582)上涨0.28%，最新价报1.44元。拉长时间看，截至2025年4 月15日，半导体产业ETF近1周累计上涨7.30%。 流动性方面，半导体产业ETF盘中换手2.84%，成交444.85万元。拉长时间看，截至4月15日，半导体产业ETF近1年日均成交1741.31万元。 4月11日，中国半导体行业协会发布紧急通知，明确半导体产品"原产地"认定规则。通知明确，根据海关总署的相关规定，"集成电路"原产地按照四位税则 号改变原则认定，即流片地认定为原产地。 回撤方面，截至2025年4月15日，半导体产业ETF今年以来相对基准回撤0.47%。 费率方面，半导体产业ETF管理费率为0.50%，托管费率为0.10%，费率在可比基金中最低。 数据显示，截至2025年3月31日，中证半导体产业指数(931 ...

证券代码：600206 证券简称：有研新材 公告编号：2025-011 ● 预计归属于上市公司股东的扣除非经常性损益的净利润5,500万元到7,000万元，与上年同期相比将增 加6,028万元到7,528万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年3月31日 有研新材料股份有限公司 2025年第一季度业绩预增公告 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： ● 预计归属于上市公司股东的净利润6,000万元到7,500万元，与上年同期相比将增加5,954万元到7,454万 元，同比增长13,076%到16,370%。 （二）业绩预告情况 经公司财务部门初步测算，预计2025年第一季度实现归属于上市公司股东的净利润6,000万元到7,500万 元，与上年同期相比将增加5,954万元到7,454万元，同比增长13,076%到16,370%。 预计2025年第一季度归属于上市公司股东的扣除非经常性损益的净利润5,500万元到7,000万元，与上年 同期相比将增加6,028万 ...

•周一（2025年4月14日），三大指数录得五连涨！截至收盘，沪指涨0.76%报3262点，深证成指涨 0.51%，创业板指涨0.34%。全天成交1.31万亿元，较前一交易日缩量780亿元，全市场超4500股上涨。 •周一（2025年4月14日），港股全天强势，三大指数均收涨逾2%，实现五连涨。截止收盘，恒生指数 涨2.4%或502.71点，报21417.4点，全日成交额2533.89亿港元；恒生国企指数涨2.11%，报7965.81点； 恒生科技指数涨2.34%，报5015.12点。 •周一（当地时间2025年4月14日），美股三大指数集体上涨，截至周五收盘，标准普尔500指数涨 1.59%，报5954.5点；纳斯达克综合指数涨1.63%，报18847.28点；道琼斯工业平均指数涨1.39%，报 43840.91点。 【今日新股】 今日1只新股上市，2只新股申购。 新股上市： 信凯科技，证券代码001335，发行价格12.8元/股，发行市盈率14.38倍；公司主要从事有机颜料、酸性 染料及其相关产品的研发、生产和销售，主要产品包括偶氮颜料、杂环颜料、酞菁颜料等，产品主要应 用于油墨、涂料和塑料等领域。 新股 ...

Group 1 - The US government has temporarily exempted certain electronic products from tariffs, but this exemption is not permanent and will last only until a new tariff plan for the semiconductor industry is established [2][21] - China's foreign trade in the first quarter of this year reached 10.3 trillion yuan, a year-on-year increase of 1.3%, with exports growing by 6.9% and imports declining by 6% [3] - The State Administration for Market Regulation in China has introduced 37 key measures to support the development of private enterprises, focusing on breaking down barriers and promoting fair competition [4][5] Group 2 - Hong Kong is preparing to attract Chinese concept stocks back to its market, emphasizing its stability and attractiveness amid global financial market volatility [6][7] - The China Securities Regulatory Commission has emphasized the importance of functionality in the fund industry, aiming for a balance between quality and scale [8] - Insurance funds are accelerating their entry into the stock market, with the scale of long-term stock investment trials increasing from 50 billion yuan to 162 billion yuan [9] Group 3 - The US is experiencing a significant drop in import orders, with a 64% decrease in overall import volume, indicating potential disruptions in trade due to tariff policies [10][11] - The total share of stock ETFs in A-shares has surpassed 2 trillion shares, marking a historical high, with substantial inflows of capital observed in April [12] - Global pension funds are pausing investments in US assets due to uncertainties stemming from aggressive tariff policies, indicating a shift in investment strategies [13] Group 4 - The AI industry is facing scrutiny over its energy consumption, with Elon Musk's AI company xAI being investigated for violating environmental regulations related to its power generation [14] - The UK government plans to take over the British Steel Company from a Chinese firm, raising concerns about foreign investments in critical industries [15] - The consumer electronics sector is seeing increased research interest, driven by strong domestic demand policies and a surge in M&A activities in the technology field [17]

4月14日晚，英思特（301622）发布2024年年度报告，公司2024年实现营业收入11.85亿元，同比增长 24.45%；实现归属于上市公司股东的净利润1.77亿元，同比增长28.15%；基本每股收益为2.04元/股。公 司拟每10股派发现金红利1.20元（含税）。 资料显示，英思特成立于2011年6月，主要从事稀土永磁材料应用器件研发、生产和销售。 所属行业：有色金属–金属新材料–磁性材料 钧达股份：一季度净亏损1.06亿元 4月14日晚，钧达股份（002865）发布2025年第一季度报告，公司2025年第一季度实现营业收入18.75亿 元，同比下降49.52%；实现归属于上市公司股东的净亏损1.06亿元，同比由盈转亏；基本每股收益为亏 损0.46元/股。 英思特：2024年净利润同比增长28.15% 拟10派1.2元 资料显示，钧达股份成立于2003年4月，主营业务是光伏电池片的研发、生产和销售。 所属行业：电力设备–光伏设备–光伏电池组件 安纳达：一季度净亏损1026万元 4月14日晚，安纳达（002136）发布2025年第一季度报告，公司2025年第一季度实现营业收入4.73亿 元，同比增长1.4 ...

Financial Performance - The total operating revenue for 2024 is RMB 9,145,784,810.29, a decrease of 15.49% compared to the previous year[4] - Operating profit is RMB 15,396,062.56, down 94.15% year-on-year[4] - Total profit amounts to RMB 16,890,483.78, reflecting a decline of 93.56% compared to the same period last year[4] - Net profit attributable to shareholders is RMB 147,689,685.79, a decrease of 34.78% year-on-year[4] - The net profit after deducting non-recurring gains and losses is RMB 114,000,923.80, down 35.83% from the previous year[4] - Basic earnings per share are RMB 0.174, a decline of 35.56% compared to last year[4] Assets and Equity - Total assets at the end of the reporting period are RMB 6,503,356,155.69, an increase of 4.27% from the beginning of the period[4] - Shareholders' equity attributable to the company is RMB 3,917,378,324.37, up 3.82% from the beginning of the period[4] Subsidiary Performance - The significant decline in profits is primarily due to a substantial decrease in the profits of the subsidiary, Yuyuan Rare Earth, which fell by RMB 287,502,500[6] - The company's shareholding in Yuyuan Rare Earth decreased from 88.7244% to 45% starting from March of the reporting period[6]

Financial Performance Expectations - The company expects a net profit attributable to shareholders of 60 million to 75 million yuan for Q1 2025, an increase of 59.54 million to 74.54 million yuan compared to the same period last year, representing a year-on-year growth of 13,076% to 16,370%[3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be 55 million to 70 million yuan, an increase of 60.28 million to 75.28 million yuan compared to the same period last year[5]. - The previous year's net profit attributable to shareholders was 0.4554 million yuan, and the net profit after deducting non-recurring gains and losses was -5.2822 million yuan[4]. Factors Influencing Profit Increase - The increase in profit is primarily due to the reduction in the company's shareholding in its subsidiary, Yuyuan Rare Earth, which decreased from 88.7244% to 45%, resulting in a reduction of losses exceeding 30 million yuan[6]. - The wholly-owned subsidiary, Yuyuan Yijin, is expected to achieve a net profit attributable to shareholders exceeding 30 million yuan, driven by a significant increase in the sales volume and gross profit of high-value-added products[6]. - Yuyuan Yijin's total profit for Q1 is expected to be between 90 million and 100 million yuan, with a gross profit increase of over 60%[6]. Earnings Forecast Reliability - The company confirms that there are no significant uncertainties affecting the accuracy of this earnings forecast[7]. - The expected performance data is preliminary and has not been audited by a registered accountant, with final figures to be disclosed in the official Q1 2025 report[8].

智通财经4月14日电，有研新材(600206.SH)公告，预计2025年第一季度实现归属于上市公司股东的净利 润6000万元到7500万元，同比增长13076%到16370%。全资子公司有研亿金继续聚焦高附加值产品，本 季度靶材产销量同比明显增长，靶材产品毛利增加带动有研亿金利润总额增长超过60%。 有研新材：预计一季度净利润同比增长13076%到16370% ...