格隆汇1月16日丨江南新材(603124.SH)在投资者互动平台表示，2025年上半年，公司境外营业收入为 2.64亿元，占营业收入的比重为5.47%，境外销售收入占比较低。公司目前未在欧盟国家设立子公司， 主要通过直接出口和代理的形式销售至欧盟市场。 ...

Group 1 - Jiangnan New Materials experienced a decline of 5.04% on January 8, with a stock price of 86.51 yuan per share, a trading volume of 170 million yuan, a turnover rate of 6.61%, and a total market capitalization of 12.608 billion yuan [1] - Jiangnan New Materials, established on July 26, 2007, is located in Yingtan City, Jiangxi Province, and specializes in the research, production, and sales of copper-based new materials. The main revenue composition includes copper ball series (78.30%), copper oxide powder series (17.26%), and others [1] Group 2 - Longsheng Fund has a significant holding in Jiangnan New Materials, with the Changsheng Craft Research Mixed A Fund (014885) holding 25,500 shares, accounting for 2.39% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 117,000 yuan [2] - The Changsheng Craft Research Mixed A Fund was established on July 5, 2022, with a latest scale of 63.4632 million yuan. Year-to-date return is 5.95%, ranking 1143 out of 8825 in its category, while the one-year return is 40.75%, ranking 2923 out of 8084 [2]

Core Viewpoint - The metal new materials sector experienced a significant increase of 2.11% on January 7, with Huitong New Materials leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1]. - Huitong New Materials saw a closing price of 25.69, with a remarkable increase of 16.83%, leading the sector [1]. - Other notable performers included Zhongke Magnetic Materials, which rose by 7.13% to a closing price of 58.47, and Antai Technology, which increased by 5.34% to 22.49 [1]. Group 2: Trading Volume and Value - Huitong New Materials had a trading volume of 92,200 shares and a transaction value of 236 million yuan [1]. - Zhongke Magnetic Materials recorded a trading volume of 121,500 shares with a transaction value of 708 million yuan [1]. - Antai Technology had a trading volume of 1,219,500 shares and a transaction value of 2.724 billion yuan, indicating strong investor interest [1]. Group 3: Capital Flow - The metal new materials sector saw a net inflow of 889 million yuan from institutional investors, while retail investors experienced a net outflow of 1.045 billion yuan [2]. - The sector's overall capital flow indicates a mixed sentiment, with institutional investors showing confidence while retail investors withdrew funds [2]. Group 4: Individual Stock Capital Flow - Kinglong Permanent Magnet had a net inflow of 15.5 million yuan from institutional investors, representing 3.97% of its total capital [3]. - Sry New Materials experienced a net inflow of 14.6 million yuan from institutional investors, accounting for 5.63% of its total capital [3]. - Ningbo Yunsheng saw a significant net inflow of 122 million yuan from institutional investors, which is 9.63% of its total capital [3].

Core Viewpoint - Jiangnan New Materials has shown significant growth in revenue and net profit, indicating a positive financial trajectory for the company [2]. Group 1: Financial Performance - As of January 6, Jiangnan New Materials' stock price increased by 4.02%, with a trading volume of 289 million yuan [1]. - For the period from January to September 2025, Jiangnan New Materials achieved a revenue of 7.569 billion yuan, representing a year-on-year growth of 18.34% [2]. - The net profit attributable to shareholders for the same period was 165 million yuan, reflecting a year-on-year increase of 21.95% [2]. Group 2: Shareholder and Market Activity - On January 6, the company recorded a net financing purchase of 33.5182 million yuan, with a total financing balance of 1.51 billion yuan, accounting for 5.94% of the circulating market value [1]. - The number of shareholders as of September 30 was 9,904, a decrease of 60.29% from the previous period, while the average circulating shares per person increased by 156.98% to 2,950 shares [2]. - The top ten circulating shareholders include several new institutional investors, with the largest being Huaxia Industry Prosperity Mixed A, holding 1.6299 million shares [2]. Group 3: Business Overview - Jiangnan New Materials, established on July 26, 2007, specializes in the research, production, and sales of copper-based new materials [1]. - The company's main revenue sources include copper ball series (78.30%), copper oxide powder series (17.26%), and other products [1].

证券之星消息，1月6日金属新材料板块较上一交易日上涨1.04%，天力复合领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 87.77 | 29.99% | 14.41万 | | 11.07亿 | | 300855 | 图南股份 | 33.90 | 4.99% | 12.64万 | | 4.19 Z | | 603124 | 江南新材 | 86.73 | 4.02% | 3.34万 | | 2.89亿 | | 920751 | 惠同新材 | 21.99 | 3.63% | 1.86万 | | 4022.92万 | | 600255 | 整科材料 | 4.00 | 2.83% | 105.76万 | | 4.20亿 | | 603072 | 天和磁材 | 42.37 | 2.42% | 4.89万 | | 2.07亿 | ...

Group 1 - Jiangxi Jiangnan New Materials Technology Co., Ltd. experienced a stock price increase of 5.17%, reaching 87.69 CNY per share, with a total market capitalization of 12.78 billion CNY [1] - The company specializes in the research, production, and sales of copper-based new materials, with its main revenue sources being copper ball series (78.30%), copper oxide powder series (17.26%), and high-precision copper-based heat sinks (1.74%) [1] Group 2 - Rongtong Fund has a significant holding in Jiangnan New Materials, with the Rongtong Advanced Manufacturing Mixed A Fund (014647) holding 197,200 shares, accounting for 5.1% of the fund's net value [2] - The Rongtong Advanced Manufacturing Mixed A Fund has achieved a year-to-date return of 2.62% and a one-year return of 79.03%, ranking 462 out of 8081 in its category [2] Group 3 - The fund manager of Rongtong Advanced Manufacturing Mixed A is Wang Di, who has been in the position for 7 years and 203 days, with the fund's total asset size at 789 million CNY [3] - During Wang Di's tenure, the best fund return was 219.38%, while the worst return was -6.17% [3]

Group 1 - Jiangnan New Materials Co., Ltd. experienced a stock price increase of 5.1%, reaching 82.89 CNY per share, with a trading volume of 164 million CNY and a turnover rate of 6.92%, resulting in a total market capitalization of 12.081 billion CNY [1] - The company, established on July 26, 2007, is located in Yingtan City, Jiangxi Province, and specializes in the research, production, and sales of copper-based new materials. The main revenue composition includes: copper ball series 78.30%, copper oxide powder series 17.26%, others 2.66%, high-precision copper-based heat sinks 1.74%, and copper material trading 0.01% [1] Group 2 - Changsheng Fund has a significant holding in Jiangnan New Materials, with the Changsheng Craftsmanship Research Mixed A Fund (014885) holding 25,500 shares, accounting for 2.39% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 102,500 CNY [2] - The Changsheng Craftsmanship Research Mixed A Fund was established on July 5, 2022, with a latest scale of 63.4632 million CNY. Year-to-date returns are 30.18%, with a peer ranking of 3108 out of 8155; the one-year return is also 30.18%, maintaining the same ranking [2]

Core Viewpoint - The A-share market concluded 2025 with a historic breakthrough, characterized by "policy-driven, technology-led, and structural differentiation" trends, with a total market value exceeding 109 trillion yuan and annual trading volume surpassing 400 trillion yuan [1] Market Performance - The major indices of the A-share market all showed positive performance, with significant differentiation among them [1] - The ChiNext Index led with an annual increase of 49.57%, followed by the Sci-Tech 50 Index at 35.92%, the Shanghai Composite Index at 18.41%, and the Shenzhen Component Index at 29.87% [1] Sector Performance - Various sectors such as computing hardware, non-ferrous metals, banking, battery supply chain, innovative pharmaceuticals, commercial aerospace, and robotics contributed to the market's performance, with the Shanghai Composite Index briefly surpassing 4000 points [1] - A total of 4073 stocks in the market recorded positive annual growth, indicating a shift from "real estate-driven" to "innovation-driven" market dynamics [1] Top Performing Stocks - The top 10 stocks by annual growth rate (excluding new listings and the Beijing Stock Exchange) showcased significant price increases, reflecting market trends and speculative interests [1] - Notable performers included: - Top 1: Shangwei New Materials (688585) with a growth of 1821.12% and a turnover rate of 360.55% - Top 2: Tianpu Co., Ltd. (605255) with a growth of 1662.49% and a turnover rate of 669.54% - Top 3: Haibo Lichuang (688411) with a growth of 1267.83% and a turnover rate of 1982.96% [1]

Core Insights - The A-share market in 2025 has seen significant stock performance, with the top ten stocks achieving remarkable gains, led by Shangwei New Materials with an increase of 1820.28% [1][2] - Shangwei New Materials has issued a risk warning, stating that its intelligent robot business is still in the product development stage and has not yet achieved mass production or sales, which is expected to have no positive impact on its 2025 performance [1] Group 1: Top Performing Stocks - Shangwei New Materials (688585) has a year-to-date increase of 1820.28%, with a market capitalization of 514 billion and a price-to-book ratio of 38.52 [2] - Tianpu Co., Ltd. (605255) has seen a rise of 1645.35%, with a market capitalization of 292 billion and a price-to-book ratio of 36.23 [2] - Haibo Sichuang (688411) has increased by 1208.72%, with a market capitalization of 450 billion and a price-to-book ratio of 10.05 [2] - ST Yushun (*ST宇顺) has a gain of 719.38%, with a market capitalization of 81.75 billion and a price-to-book ratio of 37.36 [2] - Jiangnan New Materials (603124) has risen by 654.12%, with a market capitalization of 115 billion and a price-to-book ratio of 6.40 [2] - ST Yazhen (*ST亚振) has increased by 636.70%, with a market capitalization of 119 billion and a price-to-book ratio of 50.73 [2] - Shenghong Technology (300476) has seen a rise of 586.02%, with a market capitalization of 2503 billion and a price-to-book ratio of 16.50 [2] - Feiwo Technology (301232) has increased by 581.66%, with a market capitalization of 127 billion and a price-to-book ratio of 8.97 [2] - Filinger (603226) has risen by 568.50%, with a market capitalization of 112 billion and a price-to-book ratio of 12.38 [2] - Ding Tai High-Tech (301377) has increased by 567.15%, with a market capitalization of 570 billion and a price-to-book ratio of 22.88 [2]

证券之星消息，12月31日金属新材料板块较上一交易日下跌0.17%，江南新材领跌。当日上证指数报收 于3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 70.62 | 5.40% | 7.98万 | 5.57亿 | | 688102 | 斯瑞新材 | 38.74 | 3.25% | 53.14万 | 20.44亿 | | 688456 | 有研粉材 | 77.70 | 2.97% | ● 8.60万 | 6.63亿 | | 000969 | 安泰科技 | 21.01 | 1.55% | 1 87.40万 | 18.17亿 | | 688786 | 倪安新材 | 28.21 | 1.11% | 1.34万 | 3750.08万 | | 301522 | 上大股份 | 39.17 | 1.06% | 25.49万 | 9.91亿 | | 603045 | 福达 ...