证券日报网讯9月8日晚间，永杰新材（603271）发布公告称，公司首次公开发行网下配售限售股，股份 数量为789，629股，占公司总股本的比例为0.40%。计划于2025年9月12日上市流通。 ...

格隆汇9月8日丨永杰新材(603271.SH)在投资者互动平台表示，公司积极布局储能领域，产品可应用于 储能系统。公司生产的铝板带箔产品主要应用于锂电池，锂电池广泛应用于储能领域。公司铝板带主要 应用于锂电池结构件（含电芯外壳、盖板、防爆片、软连接、极耳等），以及与锂电池散热相关的液冷 板（又称"水冷板"）；铝箔产品主要应用于正极集流体和软包电池铝塑复合膜。 ...

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、准确性和完整性依法承担法律责任。 重要内容提示： 证券代码：603271 证券简称：永杰新材 公告编号：2025-037 永杰新材料股份有限公司 关于首次公开发行网下配售限售股上市流通的公告 本次股票上市类型为首发股份；股票认购方式为网下，上市股 数为789,629股。 本次股票上市流通总数为789,629股。 本次股票上市流通日期为2025 年 9 月 12 日。 一、本次限售股上市类型 经中国证券监督管理委员会《关于同意永杰新材料股份有限公司首次公开发 行股票注册的批复》（证监许可〔2024〕1626 号）同意注册，并经上海证券交易所 《关于永杰新材料股份有限公司人民币普通股股票上市的通知》（上海证券交易所 自律监管决定书〔2025〕59 号）同意，永杰新材料股份有限公司（以下简称"公 司"或"永杰新材"）首次公开发行人民币普通股股票 4,920 万股，并于 2025 年 3 月 11 日在上海证券交易所主板上市交易。首次公开发行股票完成后，公司总股本 196,720,000 股，其中有限售条件流通 15 ...

东兴证券股份有限公司 关于永杰新材料股份有限公司 首次公开发行网下配售限售股上市流通的核查意见 东兴证券股份有限公司（以下简称"东兴证券"或"保荐人"）作为永杰新 材料股份有限公司（以下简称"永杰新材"或"公司"）首次公开发行股票并在 上交所主板上市的保荐人，根据《证券发行上市保荐业务管理办法》《上海证券 交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范 运作》等有关规定，对永杰新材首次公开发行网下配售限售股上市流通的事项进 行了审慎核查，具体情况如下： 一、本次限售股上市类型 经中国证券监督管理委员会《关于同意永杰新材料股份有限公司首次公开发 行股票注册的批复》（证监许可〔2024〕1626 号）同意注册，并经上海证券交易 所《关于永杰新材料股份有限公司人民币普通股股票上市的通知》 （上海证券 交易所自律监管决定书〔2025〕59 号）同意，公司首次公开发行人民币普通股股 票 4,920 万股并于 2025 年 3 月 11 日在上海证券交易所主板上市交易。首次公开 发行股票完成后，公司总股本 196,720,000 股，其中有限售条件流通 158,149,629 股，占公司总股本 ...

Market Overview - On September 4, the industrial metals sector fell by 4.23%, with Huayu Mining leading the decline [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 - Notable gainers included: - Yian Technology (300328) with a closing price of 18.60, up 3.91% [1] - Asia Pacific Technology (002540) at 6.58, up 3.46% [1] - Significant decliners included: - Huayu Mining (601020) at 24.65, down 10.00% [2] - Baiyin Nonferrous (601212) at 3.82, down 9.69% [2] - Luoyang Jiyie (603993) at 12.44, down 8.86% [2] Trading Volume and Capital Flow - The industrial metals sector experienced a net outflow of 3.687 billion yuan from main funds, while retail investors saw a net inflow of 2.769 billion yuan [2][3] - The trading volume for individual stocks varied, with notable figures such as: - Huayu Mining with a trading volume of 796,900 shares [2] - Baiyin Nonferrous with 4,925,700 shares [2] Capital Inflow Analysis - Key stocks with significant main fund inflows included: - Nanshan Aluminum (600219) with a net inflow of 71.11 million yuan [3] - Tianshan Aluminum (002532) with a net inflow of 34.90 million yuan [3] - Conversely, stocks like Tianshan Aluminum saw a retail net outflow of 56.38 million yuan [3]

Group 1 - The company Yongjie New Materials (603271.SH) has stated that its products possess excellent comprehensive performance [1] - The products have been applied in the final products of internationally renowned brands, including Huawei and Apple [1]

Group 1 - The core viewpoint of the news is that Yongjie New Materials experienced a decline in stock price and negative net financing on August 22, 2023, indicating potential investor concerns [1] - On August 22, Yongjie New Materials' stock fell by 1.28%, with a trading volume of 164 million yuan, and a net financing buy of -4.82 million yuan [1] - As of August 22, the total margin balance for Yongjie New Materials was 153 million yuan, which represents 9.72% of its circulating market value [1] Group 2 - Yongjie New Materials reported a revenue of 4.427 billion yuan for the first half of 2025, reflecting a year-on-year growth of 18.61% [1] - The company's net profit attributable to shareholders for the same period was 186 million yuan, showing a year-on-year increase of 13.62% [1] - The company has distributed a total of 63.934 million yuan in dividends since its A-share listing [2]

Core Insights - The trend of "less fundraising," "quick approval," and "fast listing" is becoming mainstream in the IPO market due to strict quality control and regulatory scrutiny on high pricing and oversubscription [1] - As of now, 46 companies are scheduled for IPOs by 2025, with half of them reducing their fundraising amounts, primarily in the range of 20%-40% [1] - The probability of reducing fundraising amounts is notably higher for companies on the Sci-Tech Innovation Board and the Beijing Stock Exchange [1] Fundraising Adjustments - Among the companies scheduled for IPOs, Taikaiying has reduced its fundraising from approximately 770 million yuan to about 390 million yuan, focusing on core projects [2] - The specialized equipment manufacturing and computer, communication, and other electronic equipment manufacturing sectors have seen the most significant reductions in fundraising amounts [2][3] - In the newly listed companies this year, 40 out of 65 have also experienced fundraising reductions, with the most significant drop being 73% for Saifen Technology [4] Industry Distribution - The computer, communication, and other electronic equipment manufacturing sectors have the highest number of companies with reduced fundraising amounts, followed by specialized equipment manufacturing and electrical machinery [6] - The trend of reducing fundraising amounts is consistent across both scheduled IPOs and newly listed companies, indicating a broader industry pattern [6] Reasons for Fundraising Reductions - The adjustments in fundraising amounts are influenced by regulatory policies and strategic shifts within companies [7] - A significant number of companies have chosen to cut or eliminate "supplementary working capital" projects due to regulatory scrutiny [8] - Companies like Marco Polo and Zhongce Rubber have made substantial cuts to their fundraising plans, focusing on core business development instead [8] Strategic Adjustments - Some companies have faced questions regarding the necessity and feasibility of their fundraising projects, leading to reductions in planned investments [9] - Companies like Hengkun New Materials have adjusted their fundraising plans due to changes in market conditions and strategic realignments [10]

投资者可于 2025 年 08 月 20 日 （星期三） 至 08 月 26 日 （星 期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 yjxc@dongnanal.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 证券代码：603271 证券简称：永杰新材 公告编号：2025-036 永杰新材料股份有限公司 关于召开 2025 年半年度业绩暨现金分红说明会的公 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： 会议召开时间：2025 年 08 月 27 日 （星期三） 13:00-14:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 （二） 会议召开地点：上证路演中心 （三） 会议召开方式：上证路演中心网络互动 三、 参加人员 永杰新材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 13 日发布公司 2025 年半年度报告，为便于广大 ...

Core Viewpoint - The company has successfully entered the liquid cooling market, particularly in the server industry, and is now part of the supply chain for major domestic manufacturers. Group 1: Company Developments - The company has confirmed that its liquid cooling plates are in stable mass production [1] - The company has entered the supply chain of major domestic manufacturers such as Sanhua Intelligent Controls and Kechuang New Energy [1] - The company does not have complete information on the specific end-users and applications of its products in various scenarios [1] Group 2: Industry Context - The liquid cooling market encompasses applications in electric vehicle battery thermal management, energy storage system thermal management, and data center and server thermal management [1]