江南新材涨2.97%，报92.7元/股，股价再创新高，总市值突破135.10亿元，成交额达2.60亿元。（第一 财经AI快讯） ...

证券代码：603124 证券简称：江南新材 公告编号：2025-031 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到期赎回的公告 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。 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 5 月 29 日，公司子公司韩亚半导体材料（贵溪）有限公司（以下简 称"韩亚半导体"）使用闲置募集资金人民币 1,000.00 万元购买中国银河证券 股份有限公司南昌高新大道证券营业部国债逆回购产品，截至本公告披露日，韩 亚半导体已赎回上述产品，收回本金人民币 1,000.00 万元，并获得收益人民币 3.98 万元，上述产品本金及收益均已归还至募集资金专户，具体情况如下： 单位：万元 序号 机构名称 产品名称 购买金额 起始日期 到期日期 赎回本金 金额 实际收 益 1 中国银河证券 股份有限公司 南昌高新大道 证券营业部 国债逆回 购 1,000.00 2025.5.29 2025.8.28 1,000.00 3.98 二、暂时闲置募集资金现金管理总体情况 ...

Core Viewpoint - Jiangnan New Materials (603124) reported a year-on-year increase in total revenue and net profit for the first half of 2025, but showed a decline in profit margins and an alarming level of accounts receivable relative to net profit [1][2]. Financial Performance - Total revenue for the first half of 2025 reached 4.821 billion yuan, a 17.4% increase compared to 4.107 billion yuan in the same period of 2024 [1]. - Net profit attributable to shareholders was 106 million yuan, up 7.38% from 98.33 million yuan in the previous year [1]. - The second quarter alone saw total revenue of 2.556 billion yuan, an 11.04% increase year-on-year, with net profit of approximately 69.05 million yuan, a 5.64% increase [1]. - Gross margin decreased to 3.98%, down 11.77% year-on-year, while net margin fell to 2.19%, down 8.53% [1]. - Total operating expenses (selling, administrative, and financial) amounted to 54.45 million yuan, representing 1.13% of revenue, an increase of 4.76% year-on-year [1]. Balance Sheet and Cash Flow - Cash and cash equivalents increased significantly to 1.008 billion yuan, an 86.97% rise from 539 million yuan [1]. - Accounts receivable rose to 1.583 billion yuan, a 26.27% increase from 1.254 billion yuan, with accounts receivable to net profit ratio reaching 898.11% [1][3]. - Interest-bearing liabilities increased to 1.238 billion yuan, a 54.52% rise from 801 million yuan [1]. - The company reported a negative operating cash flow per share of -4.06 yuan, a slight improvement from -4.07 yuan [1]. Return on Investment - The company's return on invested capital (ROIC) for the previous year was 10.16%, indicating average capital returns [2]. - Historical data shows a median ROIC of 11.47% since the company went public, with the lowest recorded ROIC at 8.34% in 2022 [2].

证券之星消息，8月28日金属新材料板块较上一交易日上涨2.93%，江南新材领涨。当日上证指数报收 于3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。金属新材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日金属新材料板块主力资金净流入1.02亿元，游资资金净流入2.57亿元，散户资 金净流出3.59亿元。金属新材料板块个股资金流向见下表： ...

8月28日，A股全天下来共有66只涨停股、9只跌停股。PCB概念活跃，江南新材4天2板，隆扬电子2连 板，深南电路、东山精密等涨停；CPO概念走强，天孚通信涨停。 连板股方面，天普股份5连板，万通发展6天4板，领益智造、长飞光纤等4天3板，启明信息、国光连锁 等3连板，翔鹭钨业4天2板，*ST威尔3天2板，瑞芯微、岩山科技等2连板，英维克、张江高科等涨停。 *ST高鸿连续14日跌停，ST华扬连续3日跌停，*ST奥维、园林股份连续2日跌停，ST中迪、*ST华嵘等 跌停。 ...

Group 1 - The company raised a total of RMB 384.04 million through its initial public offering, with a net amount of RMB 331.07 million after deducting issuance costs of RMB 52.97 million [24][25]. - The company has established special accounts for the management of raised funds, ensuring compliance with relevant regulations and protecting investor rights [24][25]. - As of June 30, 2025, the company has not used any idle raised funds to temporarily supplement working capital [7][12]. Group 2 - The company has approved the use of up to RMB 300 million of idle raised funds for cash management, allowing investment in low-risk, liquid financial products [8][9]. - The company has not experienced any changes in the use of raised funds for investment projects during the reporting period [14]. - The company has confirmed that the disclosure of raised funds usage aligns with actual usage, with no violations in storage, usage, or management [15]. Group 3 - The company plans to replace self-raised funds used for investment projects and issuance costs with raised funds, totaling RMB 70.23 million [23][26]. - The company has received verification from the accounting firm regarding the replacement of self-raised funds, confirming compliance with regulations [28][29]. - The board of directors has approved the report on the usage of raised funds and the replacement of self-raised funds [33][36].

智通财经APP讯，江南新材(603124.SH)披露2025年半年度报告，报告期公司实现营收48.21亿元，同比 增长17.40%;归母净利润1.06亿元，同比增长7.38%;扣非净利润9285万元，同比增长1.78%;基本每股收益 0.83元。 ...

证券代码：603124 证券简称：江南新材 公告编号：2025-030 江西江南新材料科技股份有限公司 关于使用募集资金置换预先投入募投项目及已支付发行费用的 自筹资金的公告 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： 江西江南新材料科技股份有限公司（以下简称"公司"）本次使用募集 资金置换预先已投入募集资金投资项目及已支付发行费用的自筹资金总额为人 民币7,022.67万元，符合募集资金到账后6个月内进行置换的规定。 一、募集资金基本情况 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，公司首次公开发行人民币普通股（A股）3,643.63万股， 每股面值1元，每股发行价格为人民币10.54元，募集资金总额为人民币 38,403.86万元，扣除发行费用人民币5,296.85万元后，募集资金净额为 33,107.01万元。上述募集资金到位情况已经容诚会计师事务所（特殊普通合伙） 验证，并于20 ...

Core Viewpoint - Jiangnan New Materials reported a strong performance in the first half of 2025, driven by increased demand in the PCB market, achieving a revenue of 4.821 billion yuan, a year-on-year increase of 17.40%, and a net profit of 106 million yuan, up 7.38% [1] Group 1: Financial Performance - The company achieved a revenue of 4.821 billion yuan in the first half of 2025, representing a 17.40% year-on-year growth [1] - Net profit for the same period was 106 million yuan, reflecting a 7.38% increase compared to the previous year [1] - R&D investment increased by 56.87% year-on-year, reaching 24.0214 million yuan [1] Group 2: Product Lines and Market Development - The company focuses on three main product categories: copper ball series, copper oxide powder series, and high-precision copper-based heat sinks [1] - Revenue from the copper ball series reached 3.775 billion yuan, a year-on-year increase of 8.70% [2] - The copper oxide powder series saw significant growth, achieving 832 million yuan in revenue, up 50.95% due to demand from high-end PCBs [2] - High-precision copper-based heat sinks generated 84.1123 million yuan in revenue, marking a remarkable 596.16% increase [2] Group 3: Future Investments and Projects - The company plans to invest IPO fundraising into projects including an annual production of 12,000 tons of electronic-grade copper oxide powder, R&D center construction, marketing service center construction, and working capital [2] - These investments aim to overcome existing capacity bottlenecks, enhance R&D capabilities, and expand marketing networks to meet future market growth [2] - The company is also developing new projects in various fields, including copper oxide powder catalysts and composite copper foils, indicating a rich project reserve [3]

中信证券股份有限公司 关于江西江南新材料科技股份有限公司使用募集资金置换预先投入 募投项目及已支付发行费用的自筹资金的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为江西江 南新材料科技股份有限公司（以下简称"江南新材"或"公司"）首次公开发行 股票的保荐人，根据《证券发行上市保荐业务管理办法》《上海证券交易所股票 上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》等有 关规定，对公司使用募集资金置换预先投入募投项目及已支付发行费用的自筹资 金的事项发表核查意见如下： 一、募集资金基本情况 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，公司首次公开发行人民币普通股（A 股）3,643.63 万股，每 股面值 1 元，每股发行价格为人民币 10.54 元，募集资金总额为人民币 38,403.86 万元，扣除发行费用人民币 5,296.85 万元后，募集资金净额为 33,107.01 万元。 上述募集资金到位情况已经容诚会计师事务所（特殊普通合伙）验证 ...