Core Viewpoint - Jiangxi Jiangnan New Materials Technology Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days, indicating abnormal trading activity [1][2]. Group 1: Stock Trading Abnormalities - The company's stock price increased by more than 20% cumulatively on July 31, August 1, and August 4, 2025, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange regulations [1]. - The company conducted a self-examination and confirmed that there were no undisclosed significant information related to the stock price fluctuations [2]. Group 2: Business Operations - The company is primarily engaged in the research, production, and sales of copper-based new materials, and its production and operational conditions are reported to be normal without any significant changes in its main business or external operating environment [1][2]. Group 3: Major Events and Information - There are no undisclosed major events that could significantly impact the company's stock price, including major asset restructuring, share issuance, or significant business cooperation [2]. - The company did not identify any media reports or market rumors that required clarification or response [2]. Group 4: Board of Directors Statement - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the Shanghai Stock Exchange regulations, and previous disclosures do not require correction or supplementation [3].

证券代码：603124 证券简称：江南新材 公告编号：2025-025 江西江南新材料科技股份有限公司 股票交易异常波动公告 敬请广大投资者理性投资，注意投资风险。 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 31 日、8 月 1 日、8 月 4 日连续 3 个交易日内收盘 价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情况。 二、公司关注并核实的相关情况 （一）生产经营情况 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： 江西江南新材料科技股份有限公司（以下简称"公司"）股票于2025年7 月31日、8月1日、8月4日连续3个交易日内收盘价格涨幅偏离值累计超过20%，根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情况。 经公司自查并向控股股东及实际控制人书面征询核实，截至本公告披露 日，公司、控股股东及实际控制人均不存在涉及公司的其他应披露而未披露的重 大信息。 经公司自查，截至本公告披露日，公司未发现其他可能对公司股价 ...

Core Viewpoint - Jiangnan New Materials (603124.SH) announced that its stock trading has experienced unusual fluctuations, but the company confirmed that its production and operational status remain normal, with no significant changes in its main business, products, or internal and external operating environment [1] Company Summary - Jiangnan New Materials primarily engages in the research, development, production, and sales of copper-based new materials [1] - The company conducted a self-examination and found no undisclosed significant information that should be reported [1]

Core Viewpoint - Jiangnan New Materials announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over three consecutive trading days from July 31 to August 4, 2025 [1] Group 1 - The company conducted a self-examination and confirmed that its current production and operational conditions are normal [1] - There have been no significant changes in the company's main business, main products, or internal and external operating environment [1] - The company stated that there is no major information that should be disclosed but has not been disclosed [1]

Core Viewpoint - The industrial mother machine sector has shown a significant increase, with a rise of 2.99%, ranking 7th among concept sectors, indicating strong market interest and investment potential [1][2]. Group 1: Sector Performance - As of August 4, the industrial mother machine concept saw 93 stocks increase, with notable performers including Huadong CNC, Guoji Precision, and Xiasha Precision reaching their daily limit up [1]. - The top gainers in the sector included Huari Precision, Kaige Precision, and Huachen Equipment, with increases of 13.77%, 9.34%, and 8.93% respectively [1]. - Conversely, the sector also experienced declines, with Hongyuan Green Energy, Dazhu CNC, and Kaiteng Precision seeing decreases of 2.96%, 0.83%, and 0.60% respectively [1]. Group 2: Capital Inflow - The industrial mother machine sector attracted a net inflow of 1.392 billion yuan from major funds, with 54 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2]. - Shandong Weida led the net inflow with 176 million yuan, followed by Jiangnan New Materials, Dongtu Technology, and Guoji Precision with net inflows of 165 million yuan, 135 million yuan, and 126 million yuan respectively [2]. - The top stocks by net inflow ratio included Jiangnan New Materials, Huadong CNC, and Guoji Precision, with ratios of 45.28%, 44.38%, and 23.45% respectively [3].

Market Performance - The metal new materials sector increased by 1.18% on August 4, with Jiangnan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Highlights - Jiangnan New Materials (603124) closed at 59.96, up 10.00%, with a trading volume of 61,200 lots and a transaction value of 365 million [1] - Longda Co., Ltd. (688231) rose by 7.24% to 21.02, with a trading volume of 84,500 lots and a transaction value of 173 million [1] - Tunan Co., Ltd. (300855) increased by 6.80% to 26.70, with a trading volume of 161,100 lots and a transaction value of 425 million [1] Fund Flow Analysis - The metal new materials sector saw a net inflow of 143 million from institutional investors, while retail investors experienced a net outflow of 118 million [2] - Major stocks like Jiangnan New Materials had a net inflow of 148 million from institutional investors, accounting for 40.71% of the total [3] - Retail investors showed a net outflow of 55.31 million from Jiangnan New Materials, representing a 15.18% decrease [3]

Group 1 - The core viewpoint of the news is the significant rise in the industrial mother machine concept stocks, driven by the recent implementation plan for digital transformation in the machinery industry by the Ministry of Industry and Information Technology and other departments [1] - The plan aims for widespread application of digital technologies in product development, manufacturing, management, and service operations by 2027, with 50% of enterprises achieving a maturity level of at least 2 in intelligent manufacturing capabilities [1] - By 2030, the plan targets that major enterprises in the machinery industry will complete a round of digital transformation, with 60% of enterprises reaching a maturity level of at least 2 in intelligent manufacturing capabilities and the establishment of at least 500 exemplary intelligent factories [1] Group 2 - The plan also emphasizes the need for large-scale equipment upgrades to address the demand for retrofitting old industrial equipment, supporting the integration of intelligent components to enhance outdated, inefficient, and high-energy-consuming equipment [2] - It highlights the implementation of major national science and technology projects to meet defense and national strategic needs, focusing on breakthroughs in intelligent equipment such as industrial mother machines, industrial robots, and intelligent detection equipment [2]

PET铜箔板块短线拉升，江南新材（603124）、隆扬电子（301389）涨停，洪田股份（603800）、方邦 股份、铜冠铜箔（301217）、中一科技（301150）、利元亨等纷纷走高。 ...

江南新材(603124)今日下跌1.41%，全天换手率40.55%，成交额6.46亿元，振幅6.61%。龙虎榜数据显 示，营业部席位合计净卖出841.83万元。 4月29日公司发布的一季报数据显示，一季度公司共实现营业收入22.65亿元，同比增长25.52%，实现净 利润3653.94万元，同比增长10.85%。（数据宝） 上交所公开信息显示，当日该股因日换手率达40.55%上榜，营业部席位合计净卖出841.83万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.66亿元，其中，买入成交额为7887.79 万元，卖出成交额为8729.62万元，合计净卖出841.83万元。 具体来看，今日上榜营业部中，第一大买入营业部为国投证券股份有限公司深圳安信金融大厦证券营业 部，买入金额为2173.43万元，第一大卖出营业部为国信证券股份有限公司北京分公司，卖出金额为 2185.80万元。 近半年该股累计上榜龙虎榜21次，上榜次日股价平均跌2.25%，上榜后5日平均跌2.34%。 资金流向方面，今日该股主力资金净流入1894.04万元，其中，特大单净流入2272.97万元，大单资金净 流出378.93万元 ...

江南新材(603124)今日涨停，全天换手率33.97%，成交额5.24亿元，振幅7.97%。龙虎榜数据显示，营 业部席位合计净买入6231.26万元。 上交所公开信息显示，当日该股因日换手率达33.97%上榜，营业部席位合计净买入6231.26万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.16亿元，其中，买入成交额为8912.15 万元，卖出成交额为2680.89万元，合计净买入6231.26万元。 资金流向方面，今日该股主力资金净流入1.39亿元，其中，特大单净流入1.42亿元，大单资金净流出 273.37万元。近5日主力资金净流入1.13亿元。 4月29日公司发布的一季报数据显示，一季度公司共实现营业收入22.65亿元，同比增长25.52%，实现净 利润3653.94万元，同比增长10.85%。（数据宝） 江南新材7月31日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国信证券股份有限公司北京分公司 | 2158.98 | | | 买二 | 中 ...