证券代码：603124 证券简称：江南新材 江西江南新材料科技股份有限公司 2025 年第三季度报告 江西江南新材料科技股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是√否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 2,747,682,225.17 | 20.03 | 7 ...

江南新材公告，第三季度营收为27.48亿元，同比增长20.03%；净利润为5965.09万元，同比增长 60.50%。前三季度营收为75.69亿元，同比增长18.34%；净利润为1.65亿元，同比增长21.95%。 ...

10月27日，江南新材涨6.39%，成交额3.91亿元。两融数据显示，当日江南新材获融资买入额2280.03万 元，融资偿还3537.06万元，融资净买入-1257.03万元。截至10月27日，江南新材融资融券余额合计1.00 亿元。 融资方面，江南新材当日融资买入2280.03万元。当前融资余额1.00亿元，占流通市值的3.72%。 责任编辑：小浪快报 资料显示，江西江南新材料科技股份有限公司位于江西省鹰潭市月湖区鹰潭工业园区，成立日期2007年 7月26日，上市日期2025年3月20日，公司主营业务涉及主要从事铜基新材料的研发、生产与销售。主营 业务收入构成为：铜球系列78.30%，氧化铜粉系列17.26%，其他2.66%，高精密铜基散热片1.74%，其 他(补充)0.02%，铜材贸易0.01%。 截至6月30日，江南新材股东户数2.49万，较上期减少11.37%；人均流通股1148股，较上期增加 12.82%。2025年1月-6月，江南新材实现营业收入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%。 分红方面，江南新材A股上市后累计派现5392.57万元。 融券方面， ...

Core Points - The Shanghai Composite Index closed at 3950.31 points, above the five-day moving average, with a gain of 0.71% [1] - The total trading volume of A-shares reached 1,991.617 billion yuan [1] - A total of 681 A-shares have prices that surpassed the five-day moving average, indicating positive market momentum [1] Stock Performance Summary - The top three stocks with the highest deviation rates from the five-day moving average are: - Kexiang Co., Ltd. (300903) with a deviation rate of 13.92% and a daily increase of 20.00% [2] - Aerospace Intelligent Equipment (300455) with a deviation rate of 13.15% and a daily increase of 19.98% [2] - Anhui Instrument Technology (688600) with a deviation rate of 10.85% and a daily increase of 14.27% [2] - Other notable stocks include: - Shenkong Co., Ltd. (688233) with a deviation rate of 10.55% and a daily increase of 17.34% [2] - Hengshuo Co., Ltd. (688416) with a deviation rate of 9.57% and a daily increase of 18.08% [2] - Lianyun Technology (688449) with a deviation rate of 9.44% and a daily increase of 13.22% [2]

Core Insights - The metal new materials sector experienced a rise of 2.15% on October 24, with Jiangnan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Sector Performance - Jiangnan New Materials (603124) saw a closing price of 86.88, with a significant increase of 10.00% and a trading volume of 32,100 lots, resulting in a transaction value of 269 million [1] - Other notable performers included: - Srey New Materials (688102) with a closing price of 18.38, up 6.12% [1] - Jinli Permanent Magnet (300748) at 39.98, up 5.54% [1] - Shenzhen New Star (603978) at 22.73, up 5.43% [1] Capital Flow - The metal new materials sector saw a net inflow of 71.13 million from institutional investors, while retail investors contributed a net inflow of 63.34 million [2] - Notably, there was a net outflow of 134 million from speculative funds [2] Individual Stock Capital Flow - Jinli Permanent Magnet (300748) had a net inflow of 1.13 billion from institutional investors, but a net outflow of 1.35 billion from retail investors [3] - Jiangnan New Materials (603124) experienced a net inflow of 4267.81 million from institutional investors, with a significant net outflow from retail investors [3] - Other stocks like Zhenghai Magnetic Materials (300224) and Galaxy Magnet (300127) also showed varied capital flows, indicating mixed investor sentiment [3]

Market Overview - The metal new materials sector experienced a decline of 1.41% on October 23, with Xinlaifu leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Notable gainers in the metal new materials sector included: - Zhongzhou Special Materials (300963) with a closing price of 23.14, up 3.21% and a trading volume of 604,700 shares, totaling 1.361 billion yuan [1] - Tianli Composite (920576) closed at 30.51, up 0.93% with a trading volume of 25,900 shares [1] - Platinum New Materials (300811) closed at 72.51, up 0.92% with a trading volume of 85,100 shares [1] - Major decliners included: - Xinlaifu (301323) closed at 64.22, down 6.95% with a trading volume of 86,100 shares [2] - Antai Technology (000969) closed at 20.18, down 5.39% with a trading volume of 2,151,700 shares, totaling 4.403 billion yuan [2] - Ni'an New Materials (688786) closed at 29.69, down 3.13% with a trading volume of 25,200 shares [2] Capital Flow - The metal new materials sector saw a net outflow of 690 million yuan from institutional investors, while retail investors contributed a net inflow of 668 million yuan [2] - The capital flow for specific stocks showed: - Zhongzhou Special Materials had a net outflow of 31.87 million yuan from institutional investors [3] - Platinum New Materials experienced a net inflow of 31.67 million yuan from institutional investors [3] - Other stocks like Jiangnan New Materials (603124) and Huada New Materials (605158) also showed varied capital flows with net inflows and outflows from different investor types [3]

Market Overview - The metal new materials sector experienced a decline of 3.99% on October 17, with significant losses led by Bowei Alloy [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Individual Stock Performance - Notable performers included: - Xinlaifu (301323) with a closing price of 79.19, up 3.87% and a trading volume of 147,200 shares, totaling 1.156 billion yuan in transaction value [1] - Ni'an New Materials (688786) closed at 31.66, up 1.64% with a transaction value of 108 million yuan [1] - Conversely, Bowei Alloy (601137) led the declines with a closing price of 22.68, down 7.77%, and a trading volume of 343,900 shares, totaling 804 million yuan [2] - Other significant decliners included: - Galaxy Magnet (300127) down 7.70% to 36.56 [2] - Jiangnan New Materials (603124) down 7.58% to 76.71 [2] Capital Flow Analysis - The metal new materials sector saw a net outflow of 1.144 billion yuan from institutional investors, while retail investors experienced a net inflow of 1.206 billion yuan [2][3] - Key capital flows for selected stocks included: - Antai Technology (696000) with a net inflow of 19.43 million yuan from institutional investors [3] - Huada New Materials (605158) saw a net inflow of 6.57 million yuan from institutional investors [3] - However, stocks like Alloy Investment (000633) and Chitong New Materials (300930) experienced significant net outflows from institutional investors, at 6.52 million yuan and 10.42 million yuan respectively [3]

Core Points - Jiangnan New Materials (603124) experienced a significant decline of 9.98% in stock price, with a trading volume of 2.78 billion yuan and a turnover rate of 11.41% [2] - The stock was listed on the Shanghai Stock Exchange's watch list due to a daily price deviation of -9.36%, with a net sell-off of 89.44 million yuan from brokerage seats [2] - The company reported a revenue of 4.821 billion yuan for the first half of the year, reflecting a year-on-year growth of 17.40%, and a net profit of 106 million yuan, up 7.38% year-on-year [3] Trading Activity - The top buying brokerage was Guotai Junan Securities Headquarters, with a purchase amount of 8.408 million yuan, while the largest selling brokerage was China International Capital Corporation Shanghai Branch, selling 38.0012 million yuan [3][4] - Over the past six months, the stock has appeared on the watch list 26 times, with an average price drop of 0.02% the following day and an average increase of 3.48% over the next five days [2] - The stock saw a net outflow of 11.3156 million yuan in major funds today, with large orders contributing to a net outflow of 6.8885 million yuan and 4.4271 million yuan respectively [2]

Market Overview - The metal new materials sector experienced a decline of 2.98% on October 14, with Jiangnan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Notable gainers included: - Xincai Fu (301323) with a closing price of 76.10, up 19.99% on a trading volume of 124,900 shares and a transaction value of 947 million [1] - Antai Technology (000969) closed at 19.86, up 10.03% with a trading volume of 660,400 shares and a transaction value of 1.31 billion [1] - Galaxy Magnetics (300127) closed at 40.75, up 5.19% with a trading volume of 571,800 shares and a transaction value of 2.37 billion [1] - Major decliners included: - Jiangnan New Materials (603124) closed at 79.71, down 9.98% with a trading volume of 33,300 shares and a transaction value of 278 million [2] - Jinli Permanent Magnet (300748) closed at 42.86, down 8.61% with a trading volume of 1,549,300 shares and a transaction value of 6.91 billion [2] - Zhongzhou Special Materials (300963) closed at 24.24, down 8.11% with a trading volume of 915,100 shares and a transaction value of 2.34 billion [2] Capital Flow - The metal new materials sector saw a net outflow of 1.963 billion from institutional investors, while retail investors contributed a net inflow of 1.492 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Xincai Fu (301323) had a net inflow of 44.32 million from institutional investors, while retail investors saw a net outflow of 0.78 million [3] - Bohui Taijin (601137) experienced a net inflow of 42.07 million from institutional investors, but a net outflow of 43.03 million from retail investors [3] - Other stocks like Yutong New Materials (300930) and Huada New Materials (605158) also showed varied capital flows, reflecting differing investor sentiments across the sector [3]

Group 1 - The A-share PCB sector experienced a downturn, with Jiangnan New Materials hitting the daily limit down [2] - Other companies such as Shenzhen South Circuit, Hangzhou Dianzi, Dongshan Precision, Pengding Holdings, Xingsen Technology, and Huadian Co. also saw declines [2]