Market Overview - On September 29, the metal new materials sector rose by 1.03%, with Jiangnan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Jiangnan New Materials (603124) closed at 89.46, with a gain of 10.00% and a trading volume of 33,400 lots, totaling 290 million yuan [1] - Other notable performers included: - Placo New Materials (300811) at 74.99, up 3.98% with a trading volume of 82,300 lots, totaling 616 million yuan [1] - Sray New Materials (688102) at 17.46, up 3.44% with a trading volume of 173,800 lots, totaling 299 million yuan [1] Fund Flow Analysis - The metal new materials sector experienced a net outflow of 319 million yuan from institutional investors, while retail investors saw a net inflow of 289 million yuan [2] - The detailed fund flow for selected stocks showed: - Jiangnan New Materials had a net inflow of 31 million yuan from retail investors but a net outflow of 35 million yuan from institutional investors [3] - Shenzhen New Star (603978) saw a net inflow of 15.68 million yuan from institutional investors [3]

证券代码：603124 证券简称：江南新材 公告编号：2025-036 江西江南新材料科技股份有限公司 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 关于召开 2025 年半年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10月15日（星期三）13:00-14:00 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9月30日（星期二）至10月14日（星期二）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 zqb@jiangnancopper.com进行提问。公 ...

Core Viewpoint - The A-share IPO market has demonstrated strong resilience and vitality in 2023, with significant growth in both the number of new listings and the total funds raised, despite a complex global macroeconomic environment [3][4]. Summary by Sections IPO Market Performance - In the first three quarters of 2023, a total of 75 new stocks were issued in the A-share market, an increase from 69 in the same period last year, indicating a steady upward trend [4]. - The total funds raised through IPOs reached 743.72 billion yuan, a year-on-year increase of 265 billion yuan, primarily driven by Huadian New Energy's fundraising of 181.71 billion yuan [3][4]. - The average first-day increase for the 75 new stocks was 244%, nearly doubling from the previous year's average [9]. Financing Structure - The financing structure of new stocks shows a pattern of "one company dominating, with smaller averages," where the average and median financing amounts were 9.92 million yuan and 5.5 million yuan, respectively [4]. - Huadian New Energy's IPO accounted for 24.4% of the total financing amount, highlighting its significant impact on the market [4]. Market Trends and Investor Sentiment - The overall market environment has improved, with increased risk appetite and high-quality new stocks contributing to the notable rise in the "money-making effect" of new listings [12]. - Major stock indices, including the Sci-Tech 50 and ChiNext, have risen by over 50% this year, boosting investor confidence and leading to higher valuation premiums for new stocks [12]. Notable New Listings - Several new stocks have seen exceptional performance, with some offering returns exceeding five times their issue price, such as Haibo Sichuang and Ying Shi Innovation [11]. - The top-performing new stocks are primarily in popular sectors, such as energy storage, which has attracted significant investor interest [11]. Global Comparison - The Hong Kong Stock Exchange led the global IPO financing rankings with over 180 billion HKD raised from 66 new stocks, while the Shanghai Stock Exchange ranked fifth globally with 454 billion yuan raised from 25 new stocks [8][7].

Core Viewpoint - The A-share IPO market has demonstrated strong resilience and vitality in 2023, with significant fundraising achievements despite a complex global macroeconomic environment. Group 1: IPO Market Performance - In the first three quarters of 2023, A-shares issued 75 new stocks, an increase from 69 in the same period last year, indicating a steady upward trend [1][2] - The total fundraising amount for IPOs reached 743.72 billion yuan, a year-on-year increase of 265 billion yuan, primarily driven by Huadian New Energy's 181.71 billion yuan fundraising [1][2] - The average first-day increase for the 75 new stocks was 244%, nearly 100 percentage points higher than the same period last year, with no new stock experiencing a decline on its debut [1][2][10] Group 2: Fundraising Structure - The fundraising structure showed a pattern of "one company dominating, with smaller averages," where the average and median fundraising amounts were 9.92 million yuan and 5.5 million yuan, respectively [2][3] - Huadian New Energy was the only large-scale IPO this year, accounting for 24.4% of the total fundraising amount [2][3] Group 3: Sector Analysis - The ChiNext board led in the number of IPOs with 27 new stocks raising a total of 195.34 billion yuan, while the Shanghai Stock Exchange's main board led in total fundraising with 372.84 billion yuan [5] - The Hong Kong Stock Exchange ranked first globally in IPO fundraising, with 66 new stocks raising over 180 billion HKD, and four of the top five fundraising companies were A-share listed companies going public in Hong Kong [6] Group 4: Investor Sentiment and Market Trends - The significant increase in the "money-making effect" of new stocks is attributed to an overall market recovery, increased risk appetite, and the high quality of new stocks [10] - Major indices in the A-share market have rebounded, with the ChiNext 50, ChiNext Index, and North Exchange 50 rising over 50% this year, boosting investor confidence [10]

Core Viewpoint - The metal new materials sector experienced a decline of 0.96% on September 24, with Jiangnan New Materials leading the drop, while the overall market indices showed positive performance with the Shanghai Composite Index rising by 0.83% and the Shenzhen Component Index increasing by 1.8% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3853.64, up 0.83% [1]. - The Shenzhen Component Index closed at 13356.14, up 1.8% [1]. Group 2: Sector Performance - The metal new materials sector saw a net outflow of 380 million yuan from main funds, while retail investors contributed a net inflow of 451 million yuan [2]. - Jiangnan New Materials (603124) closed at 86.15, down 2.67% with a trading volume of 26,100 shares and a transaction value of 227 million yuan [2]. Group 3: Individual Stock Performance - Fuda Alloy (603045) had the highest increase, closing at 20.38, up 9.98% with a trading volume of 76,600 shares and a transaction value of 151 million yuan [1]. - Other notable performers included Ni'an New Materials (688786) at 28.38, up 6.17%, and Yunlu Co. (688190) at 113.69, up 5.70% [1].

证券代码：603124 证券简称：江南新材 公告编号：2025-035 江西江南新材料科技股份有限公司 关于使用部分闲置募集资金进行现金管理提前赎回的公告 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。 江西江南新材料科技股份有限公司（以下简称"公司"）于 2025 年 4 月 2 日分别召开第二届董事会第十一次会议、第二届监事会第九次会议，审议通过了 《关于使用部分闲置募集资金进行现金管理的议案》，同意公司及子公司在不影 响募集资金投资项目建设和公司正常经营的情况下，使用最高不超过人民币 30,000 万元的部分闲置募集资金进行现金管理，购买安全性高、流动性好的保 本型理财产品或存款类产品（包括但不限于协定性存款、结构性存款、定期存款、 大额存单等），具体内容详见公司 2025 年 4 月 3 日刊登于上海证券交易所网站 （www.sse.com.cn）及公司指定信息披露媒体的《关于使用部分暂时闲置募集资 金进行现金管理的公告》(公告编号：2025-006)。 一、本次使用闲置募集资金进行现金管理到期赎回的情况 2025 年 ...

Core Viewpoint - Jiangxi Jiangnan New Materials Technology Co., Ltd. has approved the use of up to 300 million yuan of idle raised funds for cash management, indicating a strategic approach to optimize financial resources [1] Group 1: Fund Management - On April 2, 2025, the company's board and supervisory board approved the use of idle raised funds for cash management, with a limit of 300 million yuan [1] - On May 20, the subsidiary Hanya Semiconductor used 50 million yuan of idle raised funds to purchase a large deposit certificate from CITIC Bank [1] - As of the announcement date, the cash management balance for the company and its subsidiaries was 180 million yuan, which is within the authorized limit [1] Group 2: Financial Performance - On September 22, Hanya Semiconductor redeemed part of the investment early, recovering 10 million yuan in principal and earning 0.17 million yuan in interest, with both principal and interest returned to the raised funds special account [1] - The balance of the special deposit account for the raised funds was 15.5005 million yuan as of the announcement date [1]

Core Viewpoint - Jiangxi Jiangnan New Materials Technology Co., Ltd. is set to list 588,169 shares of its first public offering of restricted shares for trading on September 22, 2025, following the expiration of the lock-up period [2][4][5]. Group 1: Stock Listing Details - The total number of shares to be listed is 588,169, all of which are restricted shares from the initial public offering [3][8]. - The shares will be available for trading starting on September 22, 2025 [4][8]. - The restricted shares represent 0.40% of the company's total share capital, which is 145,745,199 shares [5][8]. Group 2: Share Structure and Lock-up Period - After the initial public offering, the company's total share capital consists of 145,745,199 shares, with 117,107,693 shares subject to restrictions, accounting for 80.35% of the total [5]. - The lock-up period for the restricted shares was set for six months from the date of the initial public offering, which took place on March 20, 2025 [5][7]. - The restricted shares being listed were part of the offline placement, with 10% of the allocated shares subject to the six-month lock-up [7]. Group 3: Compliance and Verification - The underwriter, CITIC Securities Co., Ltd., confirmed that all shareholders holding the restricted shares have adhered to the lock-up commitments [8]. - The listing of the restricted shares complies with relevant laws and regulations, ensuring accurate and complete disclosure of information [8].

Group 1 - The core announcement is regarding Jiangnan New Materials (603124) releasing information about the listing and circulation of restricted shares from its initial public offering [1] - The total number of shares to be listed for circulation is 588,169 shares [1] - The listing date for these shares is set for September 22, 2025 [1]

证券代码：603124 证券简称：江南新材 公告编号：2025-034 重要内容提示： 本次股票上市类型为首发股份；股票认购方式为网下，上市股数为588,169 股（均为首次公开发行限售股，无战略配售股份）。 本次股票上市流通总数为588,169股。 本次股票上市流通日期为2025 年 9 月 22 日。 一、本次限售股上市类型 根据中国证券监督管理委员会《关于同意江西江南新材料科技股份有限公司 首次公开发行股票注册的批复》（证监许可〔2024〕1805号）同意注册，并经上 海证券交易所同意，江西江南新材料科技股份有限公司（以下简称"公司"）首 次公开发行人民币普通股（A 股）36,436,300股，并于2025年3月20日在上海证券 交易所主板上市交易。首次公开发行股票完成后，公司总股本为145,745,199股， 其中有限售条件流通股117,107,693股，占公司总股本的80.35%，无限售条件流通 股28,637,506股，占公司总股本的19.65%。 江西江南新材料科技股份有限公司 关于首次公开发行网下配售限售股上市流通的公告 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 ...