证券日报网讯 9月11日晚间，深圳新星发布公告称，公司股票于2025年9月9日、9月10日、9月11日连续 三个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。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。 （编辑 姚尧） ...

股票交易异常波动公告 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个别及连带责任。 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 9 月 9 日、9 月 10 日、9 月 11 日连续三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，注意二级市场交易风险。 证券代码：603978 证券简称：深圳新星 公告编号：2025-084 深圳市新星轻合金材料股份有限公司 一、股票交易异常波动的具体情况 公司股票于 2025 年 9 月 9 日、9 月 10 日、9 月 11 日连续三个交易日收盘价 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 经公司自查，公司目前生产经营活动正常 ...

深圳新星发布异动公告，公司股票于2025年9月9日、9月10日、9月11日连续三个交易日收盘价格涨幅累 计超过20%，属于股票交易异常波动。经自查及问询控股股东和实际控制人，未发现应披露而未披露的 重大事项或重要信息。公司生产经营活动正常，内外部环境未发生重大变化。敬请投资者理性投资，注 意交易风险。 ...

华鑫证券研报指出，深圳新星2025H1实现收入15亿元/yoy+29%，实现归母净利润为-0.22亿元，亏损大 幅收窄。Q2实现归母净利润-0.25亿元，主要受六氟磷酸锂业务拖累。伴随六氟磷酸锂价格触底回升， 公司盈利有望迎来拐点。截止到9月10日，根据Wind数据，六氟磷酸锂报价5.65万元/吨，较7月21日上 涨约15%，对应提升0.73万元/吨。伴随六氟磷酸锂价格触底回升，公司业绩有望迎来拐点，此外，公司 积极加码新业务，未来成长路径清晰。公司目前2万吨三氟化硼络合物生产线和1万吨三氟化硼气体生产 线设备安装已进入尾声，预计2025年10月投产。三氟化硼主要用来生产硼10同位素，高丰度的硼10同位 素主要用于核反应堆控制剂和快堆控制棒、核废料处理等，需求前景好。基于公司业绩拐点明确，新项 目投产在即，给予"买入"评级。 ...

Investment Rating - The report assigns a "Buy" rating for the company [2][9] Core Views - The company has shown significant revenue recovery, with a 29% year-over-year increase in revenue for the first half of 2025, reaching 1.5 billion yuan, and a notable reduction in net loss to 22 million yuan [4][5] - The recovery in lithium hexafluorophosphate prices is expected to lead to a turning point in profitability, with prices rising approximately 15% since July 21, 2025 [5] - The company is actively developing new business lines, indicating a clear growth path for the future [5] - The aluminum foil segment is entering a performance release phase, with a production capacity of 100,000 tons expected to contribute positively to profitability [6] - The company is nearing the completion of its boron trifluoride production lines, with expected production starting in October 2025, which is anticipated to have strong demand due to its applications in nuclear technology [7] Summary by Sections Financial Performance - In H1 2025, the company achieved a revenue of 1.5 billion yuan, a 29% increase year-over-year, while the net loss was reduced to 22 million yuan [4][5] - For Q2 2025, revenue was 760 million yuan, a 15% increase year-over-year, with a net loss of 25 million yuan primarily due to the lithium hexafluorophosphate business [5] Future Projections - The company forecasts net profits of 51 million yuan, 224 million yuan, and 392 million yuan for 2025, 2026, and 2027 respectively, with corresponding PE ratios of 77, 18, and 10 times [8][9] - Revenue projections for 2025 to 2027 are 3.059 billion yuan, 3.698 billion yuan, and 4.452 billion yuan, with growth rates of 19.4%, 20.9%, and 20.4% respectively [11] Business Development - The company completed a 100,000-ton battery aluminum foil project by the end of 2024, which is expected to enhance profitability [6] - The boron trifluoride production lines are set to commence operations in October 2025, with high barriers to entry and promising profit potential due to the complexity of production [7]

Core Viewpoint - The company has shown significant revenue growth and a notable reduction in losses, indicating a potential turning point in its financial performance [2][7]. Financial Performance - In H1 2025, the company achieved a revenue of 1.5 billion yuan, representing a year-on-year increase of 29% [1][2]. - The net profit attributable to shareholders for H1 2025 was -22 million yuan, reflecting a substantial narrowing of losses [1][2]. - In Q2 2025, the company reported a revenue of 760 million yuan, with a year-on-year growth of 15%, although it incurred a net loss of 25 million yuan, primarily due to the lithium hexafluorophosphate business [2]. Business Developments - The company has completed a 100,000-ton battery aluminum foil project by the end of 2024, which includes 10 casting and rolling production lines and 2 cold rolling production lines [3][4]. - The production line for 20,000 tons of boron trifluoride complex and 10,000 tons of boron trifluoride gas is nearing completion, with an expected launch in October 2025 [5][6]. Market Outlook - The price of lithium hexafluorophosphate has rebounded, with a current price of 56,500 yuan per ton, up approximately 15% since July 21, which is expected to positively impact the company's profitability [2]. - The high barriers to entry and the complex environmental assessment procedures for boron trifluoride production suggest a promising profit elasticity for the company [6]. Profit Forecast - The company is projected to achieve net profits attributable to shareholders of 51 million yuan, 224 million yuan, and 392 million yuan for the years 2025, 2026, and 2027, respectively [7].

Market Overview - The metal new materials sector experienced a decline of 0.37% on September 10, with Huitong New Materials leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the metal new materials sector included: - Longci Technology (300835) with a closing price of 62.72, up 4.19% [1] - Jiangnan New Materials (603124) at 81.35, up 2.71% [1] - Aluminum Science and Technology (300811) at 71.75, up 2.50% [1] - Huitong New Materials (833751) was the biggest loser, closing at 23.83, down 5.06% [2] Trading Volume and Value - The trading volume and value for key stocks included: - Longci Technology: 63,300 shares traded, with a transaction value of 392 million [1] - Jiangnan New Materials: 26,700 shares traded, with a transaction value of 217 million [1] - Huitong New Materials: 44,900 shares traded, with a transaction value of 108 million [2] Capital Flow - The metal new materials sector saw a net outflow of 153 million from institutional investors, while retail investors had a net inflow of 171 million [2] - Key stocks' capital flow included: - Boweitai Gold (601137) with a net inflow of 1.05 billion from institutional investors [3] - Longci Technology (300835) with a net inflow of 24.89 million from retail investors [3]

Company Overview - Shenzhen New Star Light Alloy Materials Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 23, 1992. The company went public on August 7, 2017. Its main business involves the research, production, and sales of aluminum grain refiners [1] - The revenue composition of the company includes: aluminum foil raw materials 53.96%, aluminum grain refiners 33.53%, other products 7.92%, lithium hexafluorophosphate 4.19%, and others 0.40% [1] Stock Performance - On September 9, Shenzhen New Star's stock price increased by 5.2%, reaching 18.00 CNY per share, with a trading volume of 1.25 billion CNY and a turnover rate of 3.40%. The total market capitalization is 3.8 billion CNY [1] - The stock has seen a continuous rise for three days, with a cumulative increase of 8.84% during this period [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Baoying Fund holds Shenzhen New Star. Baoying New Star Mixed A (001543) held 95,500 shares in the second quarter, accounting for 1.04% of the fund's net value, making it the sixth-largest heavy stock [2] - The estimated floating profit for today is approximately 85,000 CNY, and during the three-day rising period, the floating profit amounts to 132,700 CNY [2] Fund Manager Information - The fund manager of Baoying New Star Mixed A (001543) is Cai Dan, who has been in the position for 8 years and 38 days. The total asset scale of the fund is 1.802 billion CNY, with the best fund return during the tenure being 90.62% and the worst being 0% [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603978证券简称：深圳新星公告编号：2025-083 深圳市新星轻合金材料股份有限公司 关于以集中竞价交易方式回购 公司股份进展公告 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： ■ 特此公告。 一、回购股份的基本情况 2024年2月7日，深圳市新星轻合金材料股份有限公司（以下简称"公司"）实际控制人、董事长兼总经理 陈学敏先生向公司董事会提议公司以自有资金通过集中竞价交易方式回购公司股份，回购股份用于员工 持股计划或股权激励。2024年2月20日，公司第五届董事会第四次会议审议通过了《关于以集中竞价交 易方式回购公司股份方案的议案》，同意公司以自有资金通过上海证券交易所交易系统以集中竞价交易 方式回购公司股份，回购股份用于员工持股计划或股权激励，回购股份的价格为不超过人民币18元/ 股；回购股份的资金总额不低于人民币3,000万元（含），不超过人民币6,000万元（含）；回购期限为 自董事会审议通过回购股份方案之日起12个月（即2024年2月2 ...

（文章来源：证券日报） 证券日报网讯 9月1日晚间，深圳新星发布公告称，公司及控股子公司不存在逾期担保的情形，也不存 在为控股股东、实际控制人及其关联人提供担保的情形。 ...