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]

Core Viewpoint - Yongjie New Materials (603271.SH) is actively participating in the liquid cooling market, which includes applications in electric vehicle battery thermal management, energy storage system thermal management, and data center cooling solutions [1] Group 1: Company Developments - The company has achieved stable mass production of liquid cooling plate materials [1] - Yongjie New Materials has entered the supply chain of major domestic manufacturers such as Sanhua Intelligent Controls and Kexin New Energy [1] - The specific end-user applications for these materials are not fully understood by the company [1] Group 2: Industry Insights - The liquid cooling market encompasses various cooling applications, including those for new energy vehicles, energy storage systems, and data centers [1]

Core Viewpoint - Yongjie New Materials (603271.SH) is actively participating in the liquid cooling market, which includes applications in electric vehicle battery thermal management, energy storage system thermal management, and data center cooling solutions [1] Group 1: Company Developments - The company has achieved stable mass production of liquid cooling plate materials [1] - Yongjie New Materials has entered the supply chain of major domestic manufacturers such as Sanhua Intelligent Control and Kechuang New Source [1] - The specific end-user applications for these materials are not fully understood by the company [1] Group 2: Industry Insights - The liquid cooling market encompasses various cooling applications, including those for new energy vehicles, energy storage systems, and data centers [1]