Group 1 - Jiangnan New Materials closed at 58.76 yuan on August 5, down 1.20 yuan from the previous trading day, with an opening price of 61.50 yuan and a high of 62.95 yuan, while the lowest point was 57.50 yuan, resulting in an intraday fluctuation of 9.09% [1] - The trading volume for Jiangnan New Materials on that day was 123,400 hands, with a transaction amount of 740 million yuan and a turnover rate of 43.11% [1] - On the morning of August 5, Jiangnan New Materials experienced a rapid decline, with a drop of over 2% within five minutes, and by the end of the day, the net outflow of main funds was 34.72 million yuan, while the cumulative net inflow over the past five trading days was 230 million yuan [1] Group 2 - Jiangnan New Materials specializes in the research and manufacturing of electronic materials, primarily used in the electronic components sector [1] - The company is registered in Jiangxi Province and belongs to the electronic components industry [1]

金融界消息 截至2025年8月5日收盘，江南新材（603124）报收于58.76元，下跌2.0%，换手率43.11%， 成交量12.35万手，成交金额7.40亿元。 资金流向方面，今日主力资金净流出3472.96万元，占比成交额4.7%。其中，超大单净流出1757.26万 元、占成交额2.38%，大单净流出1715.70万元、占成交额2.32%，中单净流出流出1468.10万元、占成交 额1.99%，小单净流入4941.06万元、占成交额6.68%。 通过天眼查大数据分析，江西江南新材料科技股份有限公司共对外投资了3家企业，参与招投标项目48 次，知识产权方面有商标信息10条，专利信息97条，此外企业还拥有行政许可28个。 来源：金融界 江南新材最新一期业绩显示，截至2025一季报，公司营业总收入22.65亿元、同比增长25.52%，归属净 利润3653.94万元，同比增长10.85%，扣非净利润3571.50万元，同比增长32.03%，流动比率1.806、速动 比率1.504、资产负债率55.51%。 天眼查商业履历信息显示，江西江南新材料科技股份有限公司，成立于2007年，位于鹰潭市，是一家以 从事有色金 ...

Core Viewpoint - Jiangnan New Materials (603124) experienced a decline of 2.00% in stock price with a turnover rate of 43.11% and a trading volume of 740 million yuan, indicating significant trading activity despite the price drop [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its high turnover rate, with a net buying amount of 2.29 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total trading volume of 216 million yuan, with buying transactions amounting to 109 million yuan and selling transactions at 107 million yuan, resulting in a net buying of 2.29 million yuan [2] - The largest buying brokerage was Guotai Junan Securities Headquarters, with a buying amount of 38.85 million yuan, while the largest selling brokerage was Guotou Securities Shenzhen Anxin Financial Building with a selling amount of 23.30 million yuan [2][3] Recent Performance - Over the past six months, the stock has appeared on the "Dragon and Tiger List" 23 times, with an average price drop of 1.69% the day after being listed and an average drop of 1.51% over the following five days [2] - In terms of capital flow, the stock saw a net outflow of 50.33 million yuan today, with large orders contributing to a net outflow of 46.10 million yuan [2] Financial Results - For the first quarter, Jiangnan New Materials reported a revenue of 2.265 billion yuan, representing a year-on-year growth of 25.52%, and a net profit of 36.54 million yuan, reflecting a year-on-year increase of 10.85% [3]

New Stock Issuance - The new stock issuance for Zhigao Machinery (证券代码: 920101) is priced at 17.41 CNY per share, effective from August 5, 2025[1] - China Heavy Industry (证券代码: 601989) has a cash option declaration period from August 13, 2025[1] - China Shipbuilding (证券代码: 600150) has a buyback request period from August 13 to August 15, 2025[1] Offer and Acquisition Periods - Shenkou Co., Ltd. (证券代码: 002633) has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly (证券代码: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Happiness Blue Ocean (证券代码: 300528) has a significant announcement on July 30, 2025[1] Market Volatility - There are reports of severe abnormal fluctuations for Tibet Tourism (证券代码: 600749) as of July 31, 2025[1] - ST Suwu (证券代码: 600200) also reported significant volatility on July 30, 2025[1] - The stock of ST YaTai (证券代码: 000691) is under observation for abnormal trading activities as of August 5, 2025[1]

Core Viewpoint - Jiangxi Jiangnan New Materials Technology Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days, indicating abnormal trading activity [1][2]. Group 1: Stock Trading Abnormalities - The company's stock price increased by more than 20% cumulatively on July 31, August 1, and August 4, 2025, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange regulations [1]. - The company conducted a self-examination and confirmed that there were no undisclosed significant information related to the stock price fluctuations [2]. Group 2: Business Operations - The company is primarily engaged in the research, production, and sales of copper-based new materials, and its production and operational conditions are reported to be normal without any significant changes in its main business or external operating environment [1][2]. Group 3: Major Events and Information - There are no undisclosed major events that could significantly impact the company's stock price, including major asset restructuring, share issuance, or significant business cooperation [2]. - The company did not identify any media reports or market rumors that required clarification or response [2]. Group 4: Board of Directors Statement - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the Shanghai Stock Exchange regulations, and previous disclosures do not require correction or supplementation [3].

证券代码：603124 证券简称：江南新材 公告编号：2025-025 江西江南新材料科技股份有限公司 股票交易异常波动公告 敬请广大投资者理性投资，注意投资风险。 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 31 日、8 月 1 日、8 月 4 日连续 3 个交易日内收盘 价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情况。 二、公司关注并核实的相关情况 （一）生产经营情况 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"）股票于2025年7 月31日、8月1日、8月4日连续3个交易日内收盘价格涨幅偏离值累计超过20%，根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情况。 经公司自查并向控股股东及实际控制人书面征询核实，截至本公告披露 日，公司、控股股东及实际控制人均不存在涉及公司的其他应披露而未披露的重 大信息。 经公司自查，截至本公告披露日，公司未发现其他可能对公司股价 ...

Core Viewpoint - Jiangnan New Materials (603124.SH) announced that its stock trading has experienced unusual fluctuations, but the company confirmed that its production and operational status remain normal, with no significant changes in its main business, products, or internal and external operating environment [1] Company Summary - Jiangnan New Materials primarily engages in the research, development, production, and sales of copper-based new materials [1] - The company conducted a self-examination and found no undisclosed significant information that should be reported [1]

Core Viewpoint - Jiangnan New Materials announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over three consecutive trading days from July 31 to August 4, 2025 [1] Group 1 - The company conducted a self-examination and confirmed that its current production and operational conditions are normal [1] - There have been no significant changes in the company's main business, main products, or internal and external operating environment [1] - The company stated that there is no major information that should be disclosed but has not been disclosed [1]

Core Viewpoint - The industrial mother machine sector has shown a significant increase, with a rise of 2.99%, ranking 7th among concept sectors, indicating strong market interest and investment potential [1][2]. Group 1: Sector Performance - As of August 4, the industrial mother machine concept saw 93 stocks increase, with notable performers including Huadong CNC, Guoji Precision, and Xiasha Precision reaching their daily limit up [1]. - The top gainers in the sector included Huari Precision, Kaige Precision, and Huachen Equipment, with increases of 13.77%, 9.34%, and 8.93% respectively [1]. - Conversely, the sector also experienced declines, with Hongyuan Green Energy, Dazhu CNC, and Kaiteng Precision seeing decreases of 2.96%, 0.83%, and 0.60% respectively [1]. Group 2: Capital Inflow - The industrial mother machine sector attracted a net inflow of 1.392 billion yuan from major funds, with 54 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2]. - Shandong Weida led the net inflow with 176 million yuan, followed by Jiangnan New Materials, Dongtu Technology, and Guoji Precision with net inflows of 165 million yuan, 135 million yuan, and 126 million yuan respectively [2]. - The top stocks by net inflow ratio included Jiangnan New Materials, Huadong CNC, and Guoji Precision, with ratios of 45.28%, 44.38%, and 23.45% respectively [3].

Market Performance - The metal new materials sector increased by 1.18% on August 4, with Jiangnan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Highlights - Jiangnan New Materials (603124) closed at 59.96, up 10.00%, with a trading volume of 61,200 lots and a transaction value of 365 million [1] - Longda Co., Ltd. (688231) rose by 7.24% to 21.02, with a trading volume of 84,500 lots and a transaction value of 173 million [1] - Tunan Co., Ltd. (300855) increased by 6.80% to 26.70, with a trading volume of 161,100 lots and a transaction value of 425 million [1] Fund Flow Analysis - The metal new materials sector saw a net inflow of 143 million from institutional investors, while retail investors experienced a net outflow of 118 million [2] - Major stocks like Jiangnan New Materials had a net inflow of 148 million from institutional investors, accounting for 40.71% of the total [3] - Retail investors showed a net outflow of 55.31 million from Jiangnan New Materials, representing a 15.18% decrease [3]