证券代码：603124 证券简称：江南新材 公告编号：2025- 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2025年3月14日出具容诚验字[2025]361Z0009号《验资报告》。 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 ...

江南新材公告，2025年上半年营业收入48.21亿元，同比增长17.40%。净利润1.06亿元，同比增长 7.38%。 ...

Group 1 - Jiangnan New Materials closed at 81.25 yuan on August 26, down 2.46 yuan from the previous trading day [1] - The trading volume on that day was 64,700 lots, with a transaction amount of 535 million yuan [1] - The stock experienced a rapid rebound during the day, with a rise of over 2% within 5 minutes in the morning session, reaching a high of 86.50 yuan [1] Group 2 - Jiangnan New Materials is primarily engaged in the research and production of electronic materials, with applications in consumer electronics and new energy sectors [1] - The company is part of the electronic components sector and possesses attributes related to composite current collectors and specialized innovation [1] - On August 26, there was a net outflow of 81.09 million yuan from main funds, with a cumulative net outflow of 110 million yuan over the past five trading days [1] - The turnover rate on that day reached 22.62%, indicating active market trading [1]

Core Viewpoint - CCL (Copper Clad Laminate) is experiencing a price surge, with major manufacturers like 建滔积层板 issuing price increase notices, followed by second-tier companies such as 宏瑞兴 and 威利邦 [1] Group 1: Price Increases and Market Dynamics - 建滔积层板 announced a price increase of 10 yuan per sheet for products like CEM-1/22F/V0/HB/FR-4 starting August 15 [1] - 威利邦 and 宏瑞兴 also followed suit, with 威利邦 raising prices by 5 yuan per sheet due to rising copper prices, and 宏瑞兴 increasing prices by 10 yuan for various copper-clad laminates [1] Group 2: CCL and PCB Cost Structure - CCL is a core material for PCBs, accounting for 30% of the total PCB cost, with overall raw material costs making up 60% of PCB expenses [2] - The cost structure of CCL includes significant contributions from copper foil (42.1%), resin (26.1%), and fiberglass (19.1%) [3] Group 3: Demand Drivers and Supply Constraints - The rapid development of AI technology is driving strong demand for AI servers, which in turn boosts PCB demand [4] - The PCB industry is experiencing simultaneous increases in volume and price, leading to supply shortages in high-end materials such as LowDk electronic cloth and HVLP copper foil [5] Group 4: Key Material Suppliers - Recommended companies for AIPCB upstream materials include: - Electronic Cloth: 宏和科技 and 中材科技 [8] - Copper Foil: 铜冠铜箔, 德福科技, 隆扬电子, 嘉元科技, and 方邦股份 [8] - Electronic Resins: 东材科技, 圣泉集团, 宏昌电子, and 同宇新材 [8] - Functional Fillers: 联瑞新材 [8] - PCB-specific Electronic Chemicals: 天承科技 [9] - Copper Balls/Oxidized Copper Powder: 江南新材 [9]

Group 1 - Jiangnan New Materials experienced a stock price increase of 4.95% on August 22, with a trading volume of 556 million yuan [1] - The company had a net financing buy of -27.74 million yuan on the same day, with a total financing and securities balance of 211 million yuan, accounting for 9.69% of its market capitalization [1] - The company specializes in the research, production, and sales of copper-based new materials, with its main revenue sources being copper ball series (82.34%), copper oxide powder series (15.10%), and others [1] Group 2 - As of March 31, Jiangnan New Materials had 28,100 shareholders, a decrease of 46.44% from the previous period, while the average circulating shares per person increased by 86.70% to 1,017 shares [2] - For the first quarter of 2025, the company reported a revenue of 2.265 billion yuan, representing a year-on-year growth of 25.52%, and a net profit attributable to shareholders of 36.54 million yuan, up 10.85% year-on-year [2] Group 3 - Since its A-share listing, Jiangnan New Materials has distributed a total of 53.93 million yuan in dividends [3]

New Stock Listings - New stock "能之光" (Code: 920056) listed at an issue price of 7.21 on August 22, 2025[1] - "申科股份" (Code: 002633) has a tender offer period from July 29 to August 27, 2025[1] - "抚顺特钢" (Code: 600399) has a tender offer period from August 12 to September 10, 2025[1] Abnormal Fluctuations - "赛诺医疗" (Code: 688108) reported severe abnormal fluctuations on August 19, 2025[1] - "ST苏吴" (Code: 600200) announced abnormal fluctuations on August 21, 2025[1] - "汇嘉时代" (Code: 603101) reported abnormal fluctuations on August 22, 2025[1] Other Notable Announcements - "酒鬼酒" (Code: 000799) reported an announcement on August 21, 2025[1] - "国机精工" (Code: 002046) had an announcement on August 21, 2025[1] - "全柴动力" (Code: 600218) reported an announcement on August 21, 2025[1]

Market Performance - On August 22, the metal new materials sector rose by 1.3%, with Jiangnan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Jiangnan New Materials (603124) closed at 76.10, with a gain of 4.95% and a trading volume of 73,900 shares, amounting to a transaction value of 556 million yuan [1] - Other notable performers included: - Yiyili Magnetic (301141) at 73.40, up 3.64% with a transaction value of 1.172 billion yuan [1] - Yunlu Co., Ltd. (061889) at 101.89, up 3.55% with a transaction value of 116 million yuan [1] - Nianan New Materials (688786) at 27.71, up 2.74% with a transaction value of 128 million yuan [1] Capital Flow - The metal new materials sector experienced a net outflow of 179 million yuan from institutional investors, while retail investors saw a net inflow of 270 million yuan [2] - The capital flow for specific stocks showed: - Zhongke Magnetic (301141) had a net inflow of 60.46 million yuan from institutional investors [3] - Jiangnan New Materials (603124) had a net outflow of 44.56 million yuan from retail investors [3]

New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - Changcheng Military Industry (601606) announced a significant event on August 14, 2025[1] Market Alerts - Dongxin Co., Ltd. (688110) reported severe abnormal fluctuations on August 16, 2025[1] - ST Suwu (600200) has an announcement dated August 21, 2025, regarding market conditions[1] - Yunnan Zhiye (002428) and other companies have recent announcements on August 21, 2025, indicating market activity[1] Financial Performance - ST Jiangsu (600021) reported significant fluctuations on August 20, 2025, with a notable announcement[1] - ST Huanrong (600421) has an announcement dated August 20, 2025, reflecting market conditions[1] - ST Jinhong (000669) reported on August 20, 2025, indicating financial performance concerns[1]

Group 1 - The stock price of Jiangnan New Materials is reported at 74.80 yuan as of August 20, 2025, down by 3.20 yuan from the previous trading day, with a trading range of 7.28% [1] - The company has a total market capitalization of 10.902 billion yuan and a circulating market value of 2.142 billion yuan [1] - Jiangnan New Materials specializes in the research and production of electronic materials, with applications in the electronic components sector, and is recognized as a specialized and innovative enterprise [1] Group 2 - The company's current price-to-earnings (P/E) ratio is 74.59, and the price-to-book (P/B) ratio is 6.53 [1] - On August 20, there was a net outflow of 63.0136 million yuan in main funds, accounting for 2.94% of the circulating market value, although there was a cumulative net inflow of 108.2633 million yuan over the past five trading days [1] - A notable quick rebound occurred at 9:36 AM on the same day, with a rise of over 2% within five minutes and a transaction volume of 1.04 billion yuan during that period [1]

| 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 | 实际收 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 金额 | 益 | | 1 | 中信银行南昌 广场南路支行 | 大额存单 | 3,000.00 | 2025.5.20 | 2025.8.20 | 3,000.00 | 10.13 | 二、本次募集资金现金管理产品专用结算账户注销情况 证券代码：603124 证券简称：江南新材 公告编号：2025-027 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并注销部分募集 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 ...