证券代码：600255 证券简称：鑫科材料 公告编号：临 2025-046 安徽鑫科新材料股份有限公司 关于控股股东增持公司股份计划进展公告 本公司董事会、全体董事及相关股东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。 二、增持计划的实施进展 重要内容提示： ●已披露增持计划情况：安徽鑫科新材料股份有限公司（以下简称"鑫科材 料"或"公司"）于 2025 年 4 月 11 日披露了《关于控股股东增持公司股份计划 的公告》。公司控股股东四川融鑫弘梓科技有限公司（以下简称"四川融鑫"）计 划自 2025 年 4 月 11 日起 6 个月内，通过上海证券交易所交易系统以集中竞价方 式增持公司无限售条件流通 A 股股份。拟增持股份的金额不低于 5,000 万元，不 超过 10,000 万元。（以下简称"本次增持计划"）。 ●增持计划的实施进展情况：公司于 2025 年 7 月 12 日披露了《关于控股股 东增持公司股份计划时间过半暨增持进展公告》，鉴于本次增持计划时间已过半， 四川融鑫暂未增持公司股份。根据《上海证券交易所上市公司自律监管指引第 8 号— ...

2025年9月11日，鑫科材料与九江银行肥西支行签署《最高额保证合同》，为控股子公司鑫科铜业提供 4800万元连带责任保证担保，保证期间三年，无反担保。自合同生效，2024年8月所签同类型合同自动 解除。截至公告日，鑫科材料为鑫科铜业担保余额达137,026万元。此次担保已通过公司董事会和股东 大会审议。鑫科材料及控股子公司对外担保总额223,476万元，占最近一期经审计净资产156.2%，无逾 期担保。该担保是为满足子公司业务发展需要，风险可控。 ...

证券代码：600255 证券简称：鑫科材料 公告编号：临 2025-044 安徽鑫科新材料股份有限公司 关于为控股子公司提供担保的公告 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。 | 对外担保逾期的累计金额（万元） 0 | | | --- | --- | | 截至本公告日上市公司及其控股 | 人民币 223,476 万元 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 156.2% | | 特别风险提示（如有请勾选） | □对外担保总额（含本次）超过上市公司最近 | | | 一期经审计净资产 50% | | | 对外担保总额（含本次）超过上市公司最近 | | | 一期经审计净资产 100% | | | □对合并报表外单位担保总额（含本次）达到 | | | 或超过最近一期经审计净资产 30% | | | □本次对资产负债率超过 70%的单位提供担保 | 1 一、担保情况概述 （一）担保的基本情况 2025 年 9 月 4 日，安徽鑫科新材料股份有限公司（以下简称 ...

Core Viewpoint - The performance of the Zhongzheng 2000 ETF Enhanced (159556) has shown a decline of 2.20% as of the midday close on September 2, with a trading volume of 2.0863 million yuan [1] Group 1: Fund Performance - The Zhongzheng 2000 ETF Enhanced (159556) has a performance benchmark based on the Zhongzheng 2000 Index return [1] - Since its establishment on December 27, 2023, the fund has achieved a return of 18.85% [1] - The fund's return over the past month is reported at 9.45% [1] Group 2: Major Holdings - Major stocks in the fund include: - Zhenhua New Materials, down 1.72% - Hengbao Co., down 8.57% - Yongding Co., down 6.21% - Yong'an Pharmaceutical, down 2.03% - Xuguang Electronics, down 1.07% - Zhongke Technology, down 1.89% - Juguang Technology, down 3.61% - Huitong Energy, down 2.42% - Xinke Materials, down 2.41% - Batian Co., down 3.71% [1]

Core Insights - A group of small and medium-sized Chinese companies has unexpectedly attracted significant attention from top global capital, including major financial institutions like UBS, JPMorgan, and Goldman Sachs [1] - The influx of foreign investment into these companies indicates a strong interest in China's high-end manufacturing and technology sectors [1][5] Group 1: Investment Highlights - Luochang Technology, specializing in automotive smart devices, has seen four foreign institutions collectively purchase nearly 2 million shares, with total investments exceeding 45 million yuan [2][5] - Xinke Materials, a high-performance copper alloy manufacturer, attracted substantial investments from Barclays and JPMorgan, acquiring 4.17 million and 3.18 million shares respectively [5][6] - Shuangyi Technology, focused on wind power equipment, has also gained foreign interest, with UBS purchasing 1.48 million shares, making it the sixth-largest shareholder [3][6] Group 2: Industry Trends - The wind power sector is experiencing rapid growth, prompting foreign investors to recognize significant investment opportunities in companies like Shuangyi Technology [3] - The cable industry leader Jinlongyu is gaining attention for its development of next-generation solid-state batteries, with Barclays and Goldman Sachs investing heavily [7] - The commercial real estate sector is also attracting foreign capital, as seen with the company Xintiandi, which has developed a mixed-use project that has become a new urban landmark [7] Group 3: Broader Implications - The collective investment from both foreign and domestic institutions in companies like Zhejiang Huaye indicates a synchronized capital influx, enhancing the growth potential of these firms [6][7] - The strategic selection of companies by foreign investors reflects a careful consideration of their core competencies and market potential, suggesting a positive outlook for the future of these Chinese SMEs [7]

Group 1: Investment Trends - Major global capital firms, including UBS, JPMorgan, and Goldman Sachs, have recently invested heavily in six Chinese companies, indicating a strong interest in the Chinese market [1][7] - Road畅科技, a company specializing in automotive smart devices, attracted significant foreign investment, with four foreign institutions purchasing nearly 2 million shares [1][2] - XinKe Materials, known for high-performance copper alloys, saw substantial foreign buying, with Barclays and JPMorgan acquiring 4.17 million and 3.18 million shares respectively [1][4] Group 2: Company Highlights - Road畅科技 focuses on automotive electronics, producing key products like navigation screens and voice control systems, and has backing from major engineering machinery giant Zoomlion [2][7] - 双一科技, which manufactures composite materials for wind turbine blades, has also drawn foreign interest, with UBS and Barclays making significant purchases [3][7] - 金龙羽, a leading cable manufacturer, is developing next-generation solid-state batteries, which has caught the attention of foreign investors [6][7] Group 3: Market Dynamics - The influx of foreign capital into these companies reflects a broader trend of international investors targeting technically proficient small giants in China [7] - The investments are characterized by a collective approach from multiple foreign institutions, indicating a strong consensus on the potential of these companies [6][7] - The presence of both foreign and domestic capital in companies like 浙江华业 highlights a rare convergence of interest in the Chinese market [5][6]

Core Viewpoint - XinKe Materials (600255) experienced a stock price decline of 5.49% this week, closing at 4.48 yuan, after reaching a one-year high of 5.04 yuan on August 19 [1] Company Announcements - XinKe Materials provided a guarantee of 50 million yuan to its subsidiary, Anhui XinKe Copper Industry Co., Ltd, with a total guarantee balance of 139.626 million yuan [1] - The total external guarantees provided by the company and its subsidiaries amount to 226.076 million yuan, which is 158.02% of the company's latest audited net assets [1] - The guarantee agreement was signed with Hangzhou Bank for a maximum financing balance of 50 million yuan, with a guarantee period of three years [1] Subsidiary Overview - Anhui XinKe Copper Industry Co., Ltd has a registered capital of 45 million yuan, with XinKe Materials holding 80% of the shares [1] - As of June 30, 2025, the subsidiary reported total assets of 352.958 million yuan, total liabilities of 208.888 million yuan, and a net profit of 2.429 million yuan [1] - The guarantee is deemed necessary for the subsidiary's business development and aligns with the overall interests and strategic development of the company [1]

Group 1 - The core point of the article highlights the financing activities of Xinke Materials, indicating a net sell-off in the recent trading days [1] - On August 22, Xinke Materials had a financing buy amount of 0.93 billion yuan, ranking 348th in the two markets, with a financing repayment amount of 0.96 billion yuan, resulting in a net sell of 3.22 million yuan [1] - Over the last three trading days (August 20-22), Xinke Materials recorded financing buys of 1.56 billion yuan, 1.14 billion yuan, and 0.93 billion yuan respectively [1] Group 2 - In terms of securities lending, on August 22, there were no shares sold or net sold for Xinke Materials [1]

Group 1 - The company's stock price closed at 4.64 yuan on August 20, down 0.14 yuan, representing a decline of 2.93% [1] - The trading volume on that day was 30.22 million shares, with a total transaction value of 1.413 billion yuan [1] - The stock experienced significant price fluctuations, reaching a high of 4.89 yuan and a low of 4.52 yuan, resulting in an amplitude of 7.74% [1] Group 2 - The company specializes in the research, production, and sales of copper and copper alloy products, including plates, strips, foils, and pipes [1] - Its products are widely used in various sectors such as electronics, communication equipment, and construction decoration [1] - The company's total market capitalization is 8.381 billion yuan, with a circulating market value also at 8.381 billion yuan [1] Group 3 - On August 20, there was a net outflow of 105 million yuan from the main funds, accounting for 1.25% of the circulating market value [1] - However, over the past five trading days, there was a cumulative net inflow of 214 million yuan, representing 2.55% of the circulating market value [1]

Group 1 - The core viewpoint of the article highlights the performance of the Zhongzheng 2000 ETF Enhanced (159556), which rose by 0.77% to 1.184 yuan with a trading volume of 1.2689 million yuan as of the midday close on August 19 [1] - The fund's performance benchmark is the Zhongzheng 2000 Index return, managed by Ping An Fund Management Co., with a return of 17.65% since its establishment on December 27, 2023, and a return of 9.94% over the past month [1] Group 2 - The top holdings of the Zhongzheng 2000 ETF Enhanced include Zhenhua New Materials, which fell by 0.78%, Hengbao Co., which dropped by 3.70%, and Xinke Materials, which increased by 8.04% [1] - Other notable stock movements include Yongding Co. rising by 2.14%, Xuguang Electronics increasing by 0.89%, and Juguang Technology surging by 5.56%, while Huaitong Energy fell by 1.36% [1]