Core Points - Shenzhen New Star (603978) experienced a decline of 0.82% today, with a turnover rate of 22.40% and a trading volume of 1.711 billion yuan, showing a fluctuation of 15.06% [2] - The stock was listed on the Shanghai Stock Exchange due to its daily fluctuation value reaching 15.06%, with a net buying amount of 121 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 447 million yuan, with a buying amount of 284 million yuan and a selling amount of 163 million yuan, resulting in a net buying of 121 million yuan [2] Trading Data - The largest buying brokerage was Guotai Junan Securities Co., Ltd. headquarters, with a buying amount of 111.67 million yuan, while the largest selling brokerage was Goldman Sachs (China) Securities Co., Ltd. Shanghai Pudong New District Century Avenue Securities Brokerage, with a selling amount of 41.65 million yuan [2] - In terms of capital flow, the stock saw a net outflow of 279 million yuan today, with a significant single net outflow of 199 million yuan and a large single net outflow of approximately 79.80 million yuan. Over the past five days, the net outflow of main funds totaled 227 million yuan [2] Financial Performance - On October 31, the company released its third-quarter report, indicating that for the first three quarters, it achieved an operating income of 2.324 billion yuan, representing a year-on-year growth of 25.54%, while the net profit was a loss of 61.83 million yuan [2]

证券代码：603978 证券简称：深圳新星 公告编号：2025-103 深圳市新星轻合金材料股份有限公司 关于对外担保进展的公告 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： 担保对象及基本情况 | | 被担保人名称 | 下简称"公司"） | | 深圳市新星轻合金材料股份有限公司（以 | | --- | --- | --- | --- | --- | | 担保对象 | 本次担保金额 | 万元 3,000.00 | | | | （一） | 实际为其提供的担保余额 | 7,900.00 万元 | | | | | 是否在前期预计额度内 | □√ 是 | □否 | □不适用 | | | 本次担保是否有反担保 | □是 □√ | 否 | □不适用 | 累计担保情况（已发生） | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股子公 司对外担保余额（万元） | 103,311.64 | | 对外担保余额占上市公司最近一期经 审计净资产的比例（%） | 59.7 ...

Core Viewpoint - Shenzhen Xinxing Light Alloy Materials Co., Ltd. achieved a record trading volume of 1.008 billion RMB, marking the highest since its listing, despite a stock price decline of 3.78% [2][2][2] Company Summary - Shenzhen Xinxing Light Alloy Materials Co., Ltd. was established on July 23, 1992, with a registered capital of 2.1109 billion RMB [2][2][2] - The stock's turnover rate reached 12.90% during the latest trading session [2][2][2] - The previous trading day's total transaction volume for the stock was 330 million RMB [2][2][2]

Core Viewpoint - Shenzhen New Star has experienced a significant stock price increase, achieving three consecutive daily limit-ups, with a total rise of 33.09% during this period [2] Stock Performance - As of November 7, the stock price reached 38.73 yuan, with a turnover rate of 1.06% and a trading volume of 2.2449 million shares, resulting in a transaction amount of 86.9466 million yuan [2] - The stock's limit-up order amount was 72.0091 million yuan, and the total market capitalization of A-shares reached 8.176 billion yuan [2] - The stock has shown a cumulative turnover rate of 10.91% over the consecutive limit-up days [2] Margin Trading Data - As of November 7, the margin trading balance for the stock was 342 million yuan, with a financing balance of 342 million yuan, reflecting an increase of 27.2593 million yuan from the previous trading day, a rise of 8.66% [2] - Over the past three days, the margin trading balance has increased by 38.7962 million yuan, representing a growth of 12.79% [2] Institutional Activity - The stock was listed on the Dragon and Tiger List due to a cumulative price deviation of 20% over three trading days, with institutional net purchases amounting to 37.1596 million yuan and total net purchases from brokerage seats reaching 7.1465 million yuan [2] Financial Performance - According to the Q3 report, the company achieved an operating income of 2.324 billion yuan, reflecting a year-on-year growth of 25.54% [2] - The net profit for the first three quarters was -61.8298 million yuan, with a year-on-year increase of 37.02%, and the basic earnings per share was -0.3100 yuan [2] Company Background - Shenzhen New Star Light Alloy Materials Co., Ltd. was established on July 23, 1992, with a registered capital of 2.11094299 billion yuan [2]

Group 1 - The fluorochemical sector opened high on November 10, with Shenzhen Xinxing hitting the daily limit up [1] - Lu Xi Chemical increased by over 9%, indicating strong market performance [1] - Other stocks such as Tianji Co., Yongtai Technology, Duofluor, and Yuntianhua also experienced gains [1]

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个别及连带责任。 证券代码：603978 证券简称：深圳新星 公告编号：2025-102 深圳市新星轻合金材料股份有限公司 股票交易异常波动公告 重要内容提示： 深圳市新星轻合金材料股份有限公司（以下简称"公司"）股票于 2025 年 11 月 6 日、11 月 7 日连续两个交易日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的情形。 经公司自查，并书面问询公司控股股东、实际控制人及其一致行动人， 截至本公告披露日，不存在应披露而未披露的重大事项或重要信息。 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 11 月 6 日、11 月 7 日连续两个交易日收盘价格涨幅偏 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 易异常波动的情形。 二、公司关注并核实的相关情况 （一）生产经营情况 （三）媒体报道、市场传闻、热点概念情况 经公司自查，未发现对公司股票交易价格 ...

Core Viewpoint - The PVDF concept sector has seen a rise of 2.38%, ranking 7th among concept sectors, with 14 stocks increasing in value, including notable gains from companies like Duofluor and Shenzhen New Star, which hit the daily limit [1][2]. Market Performance - The top-performing concept sectors today include: - Organic Silicon: +4.65% - Fluorochemical: +3.92% - Silicon Energy: +3.67% - Phosphate Chemical: +3.47% - Titanium Dioxide: +3.37% - PVDF: +2.38% [2] - The PVDF sector attracted a net inflow of 1.199 billion yuan, with 9 stocks receiving significant capital inflows, and 5 stocks seeing over 50 million yuan in net inflow [2]. Key Stocks in PVDF Sector - The leading stocks in terms of net capital inflow and performance include: - Duofluor: +10.01%, net inflow of 838.53 million yuan, net inflow ratio of 11.72% - Zhejiang Zhongcheng: +9.95%, net inflow of 159.31 million yuan, net inflow ratio of 45.45% - Purtai: +2.74%, net inflow of 85.67 million yuan, net inflow ratio of 5.08% [3][4]. Declining Stocks - Stocks with notable declines include: - Zhongchuang Environmental Protection: -4.44% - Shengjing Micro: -2.18% - Dongfeng Group: -2.00% [1][4].

Market Overview - The metal new materials sector experienced a slight decline of 0.0% on November 7, with AnTai Technology leading the drop [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Shenzhen New Star (603978) saw a significant increase of 10.00%, closing at 35.21 with a trading volume of 94,300 shares and a turnover of 330 million [1] - Yunlu Co., Ltd. (061889) increased by 6.70%, closing at 125.38 with a trading volume of 21,000 shares and a turnover of 260 million [1] - AnTai Technology (000969) led the decline with a drop of 4.30%, closing at 20.26 with a trading volume of 1,006,400 shares and a turnover of 2.057 billion [2] Capital Flow - The metal new materials sector saw a net outflow of 423 million from main funds, while retail investors contributed a net inflow of 428 million [2] - The capital flow data indicates that retail investors were more active in the sector, contrasting with the outflow from institutional investors [2] Individual Stock Capital Flow - Galaxy Magnetics (300127) had a main fund net inflow of 9.88 million, while retail investors saw a net outflow of 15.46 million [3] - Sry New Materials (688102) experienced a main fund net inflow of 19.27 million, with a retail net outflow of 25.80 million [3] - Longmag Technology (300835) had a main fund net inflow of 6.38 million, while retail investors recorded a net inflow of 736,010 [3]

Group 1 - The fluorochemical sector in the A-share market has shown strong performance, with several stocks hitting their daily limit up, including Dongyue Silicon Materials and Zhongxin Fluorine Materials [1] - Dongyue Silicon Materials experienced a 20.04% increase, while Zhongxin Fluorine Materials and other companies like Duofluor and Shida Shenghua saw a 10% rise [2] - The price of lithium hexafluorophosphate has continued to rise, reaching nearly 120,000 yuan per ton, driven by supply-demand imbalances and increased demand from the new energy and energy storage sectors [2][3] Group 2 - The price of lithium hexafluorophosphate has surged over 140% in less than four months, from a low of 49,800 yuan per ton in July to 119,800 yuan per ton in November [3] - The increase in lithium hexafluorophosphate prices is attributed to a combination of surging demand from downstream industries and cautious capacity expansion in the supply chain [3] - The market is expected to remain in a tight supply-demand balance until 2026, indicating potential for further price increases [3]

Core Viewpoint - The fluorochemical sector in the A-share market is experiencing significant growth, driven by the rising prices of lithium hexafluorophosphate and strong demand from the new energy and energy storage industries [1] Price Trends - The price of lithium hexafluorophosphate has surged, reaching nearly 120,000 yuan/ton within a week after breaking 110,000 yuan/ton on October 31 [1] - The price has increased over 140% from its low of 49,800 yuan/ton on July 18 to the current mainstream price of 119,800 yuan/ton [1] Supply and Demand Dynamics - The market is facing a tight supply-demand balance, with the supply likely to remain constrained until 2026, suggesting further price increases are possible [1] - The price increase is attributed to a combination of surging demand from downstream industries and cautious capacity expansion on the supply side [1] Stock Performance - Several fluorochemical stocks have shown strong performance, with notable gains including: - Dongyue Silicon Materials: 20.04% increase, market cap of 13.7 billion yuan, YTD increase of 46.85% [2] - Zhongxin Fluorine Materials: 10.02% increase, market cap of 8.83 billion yuan, YTD increase of 112.28% [2] - Duofluorine: 10.01% increase, market cap of 38.2 billion yuan, YTD increase of 171.70% [2] - Other companies like Tianji Co., Shenzhen New Star, and Tianqi Materials also reported significant gains [2]