Group 1: Industry Overview - The non-ferrous metal sector is experiencing significant activity, with various companies in the resource layout and high-end powder materials, as well as battery materials, seeing stock price increases [1] - Companies are focusing on the development of nickel resources and high-performance materials to capitalize on the growing demand in the battery sector [2] Group 2: Company Highlights - Boqian New Materials (605376.SS) achieved a 10.00% increase in stock price, reaching 48.72 yuan, and is recognized as a leading producer of high-end metal powder materials, particularly nickel powder for MLCC production [1] - Dao Technology (300409.SZ) saw an 8.84% rise in stock price to 24.02 yuan, expanding its overseas nickel resource layout and developing a high-nickel project in Indonesia with a planned annual output of 20,000 tons [1] - Changsheng Technology (300073.SZ) increased by 8.37% to 52.30 yuan, partnering with Zhongwei Co. to develop nickel resources in Indonesia, aiming for an initial production line of 60,000 tons of nickel products [2] - Dongfang Electric Heating (300217.SZ) rose 7.06% to 5.61 yuan, successfully entering the lithium battery material sector with a project producing 20,000 tons of pre-plated nickel [2] - Hanrui Cobalt (300618.SZ) increased by 6.61% to 46.30 yuan, establishing a joint venture in Indonesia to expand its presence in the new energy metal sector [2] - Xingye Silver Tin (000426.SZ) saw a 6.04% increase to 23.35 yuan, with significant nickel resource reserves of 32.84 million tons, providing a solid foundation for future expansion in the nickel industry [3]

本报记者 冯雨瑶 9月5日早盘时间，A股三大股指集体飘红。 盘面上，电池、能源金属、光伏设备、风电设备等板块涨幅居前。具体来看，早盘时间，固态电池板块 再度爆发，截至记者发稿时间，派特尔"30cm"涨停，金银河（300619）、誉辰智能、华盛锂电实 现"20cm"涨停，厦钨新能、先导智能（300450）等一度上涨超10%，其余个股更是集体大涨。 消息面上，近期多家固态电池相关上市公司密集披露固态电池最新进展。 民生证券发布研报称，随着传统锂离子电池能量密度接近理论上限，全固态电池凭借其高能量密度(有 望突破500Wh/kg)、不可燃性及更高耐热极限等优势，正成为下一代电池技术的重点攻关方向。 值得关注的是，随着行情复苏，锂电池概念近期走强。9月5日早盘时间，相关概念股中，天宏锂电、丰 元股份（002805）、键邦股份（603285）、博迁新材（605376）等纷纷涨停。其中，天宏锂电、键邦股 份已实现"2天2板"。 消息面上，9月4日，工业和信息化部、市场监督管理总局印发《电子信息制造业2025—2026年稳增长行 动方案》（下称《方案》）。《方案》提出，2025年至2026年，规模以上计算机、通信和其他电子 ...

截至发稿，王柄方累计任职时间3年46天，现任基金资产总规模3.7亿元，任职期间最佳基金回 报-6.88%， 任职期间最差基金回报-47.99%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，长盛基金旗下1只基金重仓博迁新材。长盛转型升级混合（001197）二季度持有股数15.68万 股，与上期相比持股数量不变，占基金净值比例为3.14%，位居第二大重仓股。根据测算，今日浮亏损 失约36.69万元。 长盛转型升级混合（001197）成立日期2015年4月21日，最新规模1.92亿。今年以来收益23.5%，同类排 名3094/8180；近一年收益30.56%，同类排名4447/7978；成立以来亏损15.4%。 长盛转型升级混合（001197）基金经理为王柄方。 9月4日，博迁新材跌5.06%，截至发稿，报43.95元/股，成交2.50亿元，换手率2.09%，总市值114.97亿 元。 资料显示，江苏博迁新材料股份有限公司位于江苏省宿迁市高新技术开发区江山大道2 ...

证券之星消息，9月2日能源金属板块较上一交易日下跌2.21%，博迁新材领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000408 | 藏格矿业 | 55.44 | 1.19% | 14.05万 | | 7.80亿 | | 300618 | 塞锐铝业 | 45.90 | 0.35% | 46.33万 | | 21.48亿 | | 002756 | 永兴材料 | 34.47 | -1.74% | 7.78万 | | 2.70亿 | | 600711 | 盛电矿业 | 9.02 | -1.85% | 213.08万 | | 19.25 亿 | | 002460 | 赣锋锂业 | 39.90 | -1.89% | 51.67万 | | 20.79亿 | | 002192 | 融捷股份 | 34.82 | -1.94% | 7.12万 | | 2.51亿 ...

第3笔成交价格为45.25元，成交15.00万股，成交金额678.75万元，溢价率为-10.71%，买方营业部为机 构专用，卖方营业部为海通证券股份有限公司上海黄浦区合肥路证券营业部。 第4笔成交价格为45.25元，成交8.00万股，成交金额362.00万元，溢价率为-10.71%，买方营业部为中信 证券股份有限公司上海分公司，卖方营业部为海通证券股份有限公司上海黄浦区合肥路证券营业部。 进一步统计，近3个月内该股累计发生33笔大宗交易，合计成交金额为1.64亿元。该股近5个交易日累计 上涨1.99%，主力资金合计净流入2977.51万元。 责任编辑：小浪快报 9月1日，博迁新材收涨3.05%，收盘价为50.68元，发生4笔大宗交易，合计成交量42.5万股，成交金额 1923.13万元。 第1笔成交价格为45.25元，成交15.00万股，成交金额678.75万元，溢价率为-10.71%，买方营业部为国 海证券股份有限公司机构席位，卖方营业部为海通证券股份有限公司上海黄浦区合肥路证券营业部。 第2笔成交价格为45.25元，成交4.50万股，成交金额203.63万元，溢价率为-10.71%，买方营业部为国联 民生 ...

9月1日，博迁新材大宗交易成交42.5万股，成交额1923.13万元，占当日总成交额的3.61%，成交价45.25 元，较市场收盘价50.68元折价10.71%。 | 交易日期 | 豆射闘除 | 证券代码 | | | 痰交价(元) 成交盘额(万元) 成交量(*) 买入营业部 | | 是出蒙亚部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-01 | 博迁新材 | 605376 | 45.25 | 678.75 | 15 | 国海证券股份有限 公司机构摩位 | 海通证券股份有限 公司上海黄浦区合 | 香 | | | | | | | | | 肥路还券曾业部 | | | 2025-09-01 | 博迁新材 | 605376 | 45.25 | 678.75 | 15 | 机构专用 | 海通证券股份有限 公司上海黄浦区合 | Ka | | | | | | | | | 肥路证券营业部 | | | 2025-09-01 | 博还新材 | 605376 | SECTION COLLECT 45.25 | 362 | 8 ...

Core Insights - On August 28, 2025, Boqian New Materials executed a block trade of 722,400 shares, amounting to 31.78 million yuan, which represented 4.95% of the total trading volume for the day. The transaction price was 43.99 yuan, reflecting a discount of 10.48% compared to the market closing price of 49.14 yuan [1]. Trading Details - The block trade involved multiple transactions with various brokerage firms, including UBS Securities and CITIC Securities, with the transaction price consistently at 43.99 yuan [2][3]. - The total transaction amount for the block trade was broken down into several trades, with the largest being 659.85 thousand yuan executed by UBS Securities [2]. - Other notable trades included amounts of 571.87 thousand yuan and 505.89 thousand yuan, indicating significant institutional interest in the stock at the discounted price [2].

Market Overview - On August 28, the energy metals sector rose by 0.91% compared to the previous trading day, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Boqian New Materials (605376) closed at 49.14, up 5.00%, with a trading volume of 125,600 shares and a transaction value of 610 million yuan [1] - Other notable performers included: - Cangge Mining (000408) at 50.69, up 2.14% [1] - Huayou Cobalt (603799) at 46.57, up 1.55% [1] - Tengyuan Mining (301219) at 65.20, up 1.09% [1] - Sai Rui Aluminum (300618) at 40.45, up 0.92% [1] Capital Flow - The energy metals sector experienced a net outflow of 1.101 billion yuan from institutional investors, while retail investors saw a net inflow of 916 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Boqian New Materials saw a net inflow of 37.51 million yuan from institutional investors, but a net outflow of 73.68 million yuan from retail investors [3] - Other stocks with significant capital movements included: - Huayou Cobalt with a net inflow of 1.10 million yuan from institutional investors and a net inflow of 1.16 million yuan from retail investors [3] - Cangge Mining with a net outflow of 25.63 million yuan from institutional investors but a net inflow of 26.29 million yuan from retail investors [3]

27 August 2025 | 9:15PM HKT Boqian New Materials (605376.SS) Improving outlook for MLCC electrode materials; reviving opportunities for solar conductive materials; maintain Neutral on valuation 605376.SS 12m Price Target: Rmb47.00 Price: Rmb46.80 Upside: 0.4% We raise our EPS estimates substantially (38-47%) and correspondingly our SoTP-based 12-m TP (to Rmb47.0 from Rmb23.0 previously), post 2Q25 results (NP +48% yoy) which revealed faster-than-expected recovery of the company's MLCC electrode material bus ...

Group 1: AI Industry Insights - The report highlights the release of the "Artificial Intelligence+" action plan by the State Council, which aims to strengthen foundational support capabilities in AI, including innovation in AI chips and software ecosystem development [3] - The action plan is expected to provide long-term institutional guarantees for the development of the AI industry, addressing current bottlenecks such as insufficient computing power and low-quality data supply [3] - Companies to watch include those involved in AI technology and applications, such as Kingdee International, Meituan, and various players in AI education and healthcare [3] Group 2: Economic and Market Outlook - The "14th Five-Year Plan" emphasizes the need for a unified market to break local protectionism and promote efficient resource allocation [4] - The plan also aims to support consumer spending and upgrade consumption structures, indicating a shift in fiscal spending towards improving livelihoods [4] - The capital market reform during this period is expected to transition from policy-driven to institution-driven, promoting high-quality development of the capital market [4] Group 3: Aerospace Industry Developments - China's commercial aircraft market share exceeds 20%, with the C919 aircraft production capacity expanding, potentially breaking the Airbus and Boeing duopoly [4] - The demand for commercial engines in China is projected to exceed $600 billion over the next 20 years, with an average annual demand of over 200 billion RMB [4] - The report indicates that the domestic aerospace industry is likely to experience significant growth due to the focus on local market development and self-sufficiency [4] Group 4: Semiconductor Sector Performance - Changdian Technology reported a revenue of 18.605 billion RMB for the first half of 2025, reflecting a year-on-year growth of 20.14%, driven by increased domestic orders and market demand recovery [8][34] - The company's net profit decreased by 23.98% due to ongoing construction of new factories and rising financial costs, but gross margin improved from 12.6% to 14.3% [34][38] - The semiconductor industry is experiencing a recovery, with global sales expected to continue growing, providing opportunities for companies in this sector [36] Group 5: Consumer Electronics and Home Appliances - Wanhe Electric reported a revenue of 4.08 billion RMB in the first half of 2025, with overseas revenue growing by 26.5% while domestic revenue declined by 4.4% [16] - The company is focusing on digital transformation and cost optimization to enhance its competitiveness in both domestic and international markets [16] - The report anticipates steady growth in the home appliance sector, driven by innovations and expansion into overseas markets [16] Group 6: Automotive and New Energy Sectors - Tuhu-W reported a revenue of 7.877 billion RMB in the first half of 2025, with a year-on-year growth of 10.54%, driven by expansion into lower-tier cities [17] - The company is enhancing its supply chain and logistics efficiency, which has positively impacted its operational performance [17] - The new energy vehicle segment is emerging as a significant growth driver, with a notable increase in transaction users on the platform [17]