（文章来源：证券日报） 证券日报网讯 9月8日晚间，江南新材发布公告称，因募集资金现金管理的需要，公司及子公司韩亚半 导体材料（贵溪）有限公司近日在浦发银行南昌经开支行等开立了募集资金现金管理产品专用结算账 户。 ...

证券代码：603124 证券简称：江南新材 公告编号：2025-033 江西江南新材料科技股份有限公司 关于开立募集资金现金管理产品专用结算账户的公告 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、开立募集资金现金管理产品专用结算账户情况 因募集资金现金管理的需 ...

Market Overview - On September 4, the metal new materials sector declined by 3.05%, with Jiangnan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Jiangnan New Materials (603124) closed at 80.06, down 6.22% with a trading volume of 41,800 and a transaction value of 345 million [2] - Other notable declines include: - Jinli Permanent Magnet (300748) down 5.28% to 35.50 with a volume of 901,200 [2] - Sry New Materials (688102) down 5.21% to 14.92 with a volume of 166,100 [2] - Conversely, Huaitong New Materials (833751) increased by 2.36% to 22.13, with a trading volume of 39,700 [1] Capital Flow Analysis - The metal new materials sector experienced a net outflow of 942 million from institutional investors, while retail investors saw a net inflow of 907 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Detailed Capital Flow for Selected Stocks - Bo Wei Tai Jin (601137) had a net inflow of 19.22 million from institutional investors, while retail investors contributed a net inflow of 20.77 million [3] - In contrast, Alloy Investment (000633) saw a net outflow of 2.29 million from institutional investors but a net inflow of 5.40 million from retail investors [3] - Overall, the capital flow data reflects varying investor confidence across different stocks within the sector [3]

Group 1 - The core viewpoint of the articles highlights the significant performance of new stocks in the market this year, with an average first-day increase of 240% for 67 new stocks listed in the first eight months, and no stocks experiencing a decline on their debut [1][2] - Among the 67 new stocks, 60 had a first-day increase exceeding 100%, with 40 surpassing 200%, and 19 exceeding 300%, indicating a strong bullish sentiment in the market [1][3] - The top three performing new stocks based on first-day increase were Jiangnan New Materials (603124) at 606.83%, Guangxin Technology at 500.00%, and Dingjia Precision at 479.12% [1] Group 2 - The profitability of new stocks on their first day is notable, with 49 out of 55 new stocks yielding over 10,000 yuan per share, resulting in a "ten-thousand yuan meat sign rate" of 89.09% [2] - The highest single-sign profit was recorded at 64,900 yuan for Ying Shi Innovation, followed by Hongjing Optoelectronics at 59,100 yuan and Tongyu New Materials at 53,800 yuan [2] - The average turnover rate for the 67 new stocks was 79.44%, with 36 stocks exceeding an 80% turnover rate, indicating a high level of trading activity on the first day [3] Group 3 - The average increase since listing for the 67 new stocks is 238.17%, with some stocks, like Xingtou Measurement and Control, experiencing cumulative increases exceeding 10 times their initial price [3] - A senior private equity executive noted that the relatively low valuation of new stock issuances this year, combined with speculative trading by large investors, has led to significant price surges, although caution is advised against chasing high valuations [3]

Group 1 - The company has approved the use of idle raised funds for cash management, allowing investments in financial products without affecting project construction and normal operations, with a maximum limit of RMB 200 million [1] - As of the announcement date, the company has redeemed a large deposit certificate from a bank, recovering RMB 20 million and earning RMB 55,100 in interest [2] - The subsidiary, Hanya Semiconductor Materials, has also redeemed a large deposit certificate, recovering RMB 30 million and earning RMB 67,600 in interest, with all funds returned to the special account for raised funds [2][3] Group 2 - The cash management product special settlement accounts have been canceled as there are no further usage plans, following the redemption of the related products [3] - The total balance of temporarily idle raised funds used for cash management is RMB 140 million, with no overdue amounts reported [3][4] - The company also holds an agreement deposit balance of RMB 121.55 million, which is of a current nature and can be accessed as needed [4]

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 证券代码：603124 证券简称：江南新材 公告编号：2025-032 2025 年 5 月 30 日，公司使用闲置募集资金人民币 2,000.00 万元购买浦发 银行南昌经开支行大额存单，截至本公告披露日，公司已赎回上述产品，收回本 金人民币 2,000.00 万元，并获得收益人民币 5.51 万 ...

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： ...