关键词：纳米金属材料、市场规模、航空航天、纳米材料 一、纳米金属材料行业概述 内容概况：纳米金属材料作为国家战略性新兴材料的重要代表，其晶粒尺寸介于1-100纳米之间，凭借 独特的尺寸效应、表面效应和量子效应，展现出远超传统金属材料的卓越性能，包括超高强度、优异热 稳定性和特殊电磁特性。在我国科技创新和产业升级的推动下，纳米金属材料已在电子信息技术、新能 源开发、生物医药、航空航天等战略领域实现突破性应用，成为新材料领域发展的核心方向。当前国内 纳米金属材料产业已进入快速发展阶段，市场规模呈现逐年增长的态势。数据显示，2024年中国纳米金 属材料市场规模从2018年的289.8亿元增长至744.51亿元，年复合增长率达到17.03%。随着制备工艺的 持续优化和应用研究的深入，纳米金属材料正不断拓展新的应用场景，特别是在高端制造领域的需求日 益凸显。在市场需求升级和技术进步的双重驱动下，纳米金属材料正朝着高性能、高附加值方向发展， 未来发展空间广阔，将为我国战略性新兴产业发展提供关键材料支撑。 相关上市企业：博迁新材（605376）、洛阳钼业（603993）、中信金属（601061）、明富金属 （837773） ...

NO.1 博迁新材：股东新辉投资计划减持不超过1%公司股份 7月20日，博迁新材公告称，股东新辉投资控股有限公司计划通过大宗交易的方式减持公司股份数量不 超过261.60万股，减持比例不超过公司总股本的1%。减持期间为公告披露之日起15个交易日后的3个月 内。 点评：博迁新材股东新辉投资计划减持，此举或引发市场对公司股东信心变化的关注，短期或对股价形 成一定压力。但减持比例较小，且时间跨度较长，长期影响有限。公司需通过后续业绩表现稳定投资者 预期。 每经记者｜朱成祥 每经编辑｜董兴生 丨 2025年7月21日 星期一 丨 点评：硅产业链价格持续低于成本，企业普遍亏损，各环节开工率创历史新低。减产措施下，多晶硅产 销渐趋平衡。行业正通过主动调整缓解供需矛盾，长期看有利于淘汰落后产能，提升产业集中度，但短 期企业盈利压力仍存。 NO.3 百川股份：公司实际控制人、董事长郑铁江已正常履职 7月20日，百川股份公告称，公司实际控制人、董事长郑铁江已回到工作岗位，能够正常履行公司法定 代表人、董事长等职责，公司生产经营正常。百川股份7月1日公告，公司收到实际控制人、董事长郑铁 江家属通知，郑铁江被江阴市监察委员会立案调 ...

2025.07. 20 7月20日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 ST任子行：公司及相关责任人收到《行政处罚决定书》 ST任子行晚间公告，7月18日，公司及相关责任人收到中国证监会下发的《行政处罚决定书》。经 查，公司的子公司北京亚鸿世纪科技发展有限公司在项目建设过程中，安排签订部分没有商业实质的 购销合同用作资金通道，致使2020年至2022年上半年公司合计虚增营业收入1.12亿元、虚增利润总 额7328.52万元。中国证监会决定，对任子行责令改正，给予警告，并处以500万元罚款，且与四名 相关责任人合计处以1200万元罚款。根据《行政处罚决定书》认定的情况，公司不触及退市风险警 示情形。截至目前，公司各项生产经营活动正常有序开展。《行政处罚决定书》中所述事项均已整改 完成。公司将在中国证监会作出行政处罚决定书之日起满12个月后，及时向深交所申请撤销对公司 股票实施的其他风险警示。 *ST紫天：公司股票可能被终止上市 明起停牌 *ST紫天晚间公告，公司2月14日收到福建证监局出具的决定书，因公司财务会计报告存在虚假记 载，福建证监局责令公 ...

Group 1: Company Announcements - Chenfeng Technology plans to invest 90 million yuan in its wholly-owned subsidiary, Beiwang Zhican, to support its business development and create a new ecosystem for integrated power computing [1] - Daotong Technology's controlling shareholder proposes a mid-term dividend of 5.8 yuan per 10 shares for the year 2025 [4] - Huazheng New Materials' supervisors and executives plan to reduce their holdings by a total of no more than 124,900 shares [5] - Kuozi Jiao's controlling shareholder intends to reduce its stake by no more than 1.67% [9] - Rundu Co., Ltd.'s controlling shareholder plans to reduce its stake by no more than 3% [14] Group 2: Performance Forecasts - China First Heavy Industries expects a net loss of 90 million to 108 million yuan for the first half of 2025, an improvement from a net loss of 173 million yuan in the same period last year [2] Group 3: Shareholder Actions - China Xidian's shareholder, General Electric Singapore, plans to reduce its stake by no more than 3% [3] - Boguang New Materials' shareholder, Newhui Investment, plans to reduce its stake by no more than 1% [8] - Donghong Co., Ltd. has won a procurement project for pressure steel pipes and accessories worth 109 million yuan [6] - Tianshi Technology's wholly-owned subsidiary has resumed production after a temporary shutdown due to supplier issues [12] - Baichuan Co., Ltd.'s controlling shareholder has returned to work and is performing normal duties after being detained [13]

证券代码：605376 证券简称：博迁新材 公告编号：2025-039 江苏博迁新材料股份有限公司 股东大宗交易减持股份计划公告 本公司董事会、全体董事及相关股东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： ? 大股东持股的基本情况 截至本公告披露日，江苏博迁新材料股份有限公司（以下简称"公司"、 "博 迁新材"）股东新辉投资控股有限公司（以下简称"新辉投资"）持有公司无限售 流通股 13,080,000 股，占公司总股本的 5.00%。上述股份全部为公司首次公开 发行股票前已持有的股份。 ? 减持计划的主要内容 新辉投资计划通过大宗交易的方式减持公司股份数量不超过 2,616,000 股， 减持比例不超过公司总股本的 1%。本减持计划自公告披露之日起 15 个交易日后 的 3 个月内实施。减持期间公司若实施送股、资本公积转增股本、配股等能够导 致公司总股本发生变动的事项，则上述计划减持股份数和比例将相应进行调整。 一、减持主体的基本情况 | 股东名称 | 新辉投资控股有限公司 | | | | --- | --- | --- | ...

AI基金招商中国机遇股票（001749）披露2025年二季报，第二季度基金利润431.72万元，加权平均基金份额本期利润0.0328元。报告期内，基金净值增长率 为2.48%，截至二季度末，基金规模为1.83亿元。 该基金属于标准股票型基金。截至7月17日，单位净值为1.452元。基金经理是李华建，目前管理2只基金近一年均为正收益。其中，截至7月17日，招商中国 机遇股票近一年复权单位净值增长率最高，达18.53%；招商康泰混合最低，为12.97%。 截至6月30日，基金近三年夏普比率为-0.2043，位于同类可比基金130/159。 基金管理人在二季报中表示，下阶段继续看好 A 股的结构性行情，国内经济增长和结构转型的进展不断向好，整体市场的系统性风险相对有限。在这样的 宏观环境下，继续看好 AI 产业链、医药、军工、传媒等产业趋势向好的行业的投资机会。 截至7月17日，招商中国机遇股票近三个月复权单位净值增长率为9.75%，位于同类可比基金86/167；近半年复权单位净值增长率为5.60%，位于同类可比基 金122/167；近一年复权单位净值增长率为18.53%，位于同类可比基金87/166；近三年复权单 ...

Investment Rating - The investment rating for the industry is "Positive" (maintained) [3] Core Views - The photovoltaic manufacturing industry is currently facing challenges due to unclear downstream demand expectations and excess upstream capacity. However, the implementation of Document No. 136 is expected to clarify demand expectations, leading to improvements in both supply and demand dynamics within the industry [4][20] - The energy storage sector is experiencing a significant increase in project bidding, with June 2025 seeing a record high of 62.8 GWh in public bidding capacity, a 228% increase compared to June 2024 [5][9] - The photovoltaic sector is anticipated to rebound due to the "anti-involution" plan aimed at reducing excess capacity and promoting sustainable development within the industry [17][18] Summary by Sections Energy Storage - The energy storage industry is in a transitional phase, with ongoing government support expected to maintain resilient demand for storage projects. Key companies to watch include Haibo Shichuang and Sungrow Power [14][17] - The regions with high renewable energy penetration, such as Inner Mongolia, Ningxia, Xinjiang, and Hebei, are showing positive attitudes towards supporting energy storage projects [14][15] Photovoltaics - The photovoltaic sector is experiencing rapid capacity growth, outpacing demand, leading to significant losses for companies. The "anti-involution" plan aims to address this by facilitating the exit of outdated capacity and stabilizing prices [17][18] - The price of polysilicon has seen a dramatic decline, dropping from 65 RMB/kg at the beginning of 2024 to 35 RMB/kg by July 2025, but there are signs of recovery [18][19] - Companies to focus on include Tongwei Co., GCL-Poly Energy, and Xinte Energy in the polysilicon segment, and new technology firms like BQ Materials and Aiko Solar in the photovoltaic technology space [4][20]

Investment Rating - Industry rating: Recommended [5] Core Insights - The humanoid robot industry is expected to accelerate towards mass production due to breakthroughs in AI technology and increasing domestic and international enterprise layouts, with strong demand for domestic replacement of core components [12][15] - The domestic new energy vehicle (NEV) market is experiencing rapid growth, with production and sales in June exceeding 25% year-on-year, driven by technological advancements in vehicle performance [16][18] - The photovoltaic industry chain has seen a significant price increase across the board, with policies promoting orderly competition and a solidified industry foundation [24][29] - The approval of the UK's 1.5GW Mona offshore wind project marks a significant advancement in the European offshore wind sector, with expectations for further auctions and orders in the second half of the year [25][27] Humanoid Robots - The humanoid robot sector is witnessing increased participation from major tech companies, with a focus on the T-chain and domestic supply chain developments, indicating a robust market opportunity [12][15] - Key components such as dexterous hands and lightweight materials are expected to see significant advancements, enhancing the efficiency and application of humanoid robots [13][15] New Energy Vehicles - The NEV sector is in a growth phase, with new models enhancing performance and cost-effectiveness, supported by advancements in solid-state batteries and other technologies [16][18] - The demand for lithium battery materials is expected to expand due to the recovery of the consumer electronics market and the growth of energy storage applications [20][22] Photovoltaic Industry - The photovoltaic industry is experiencing a price surge due to supply chain adjustments and policy support, with specific beneficiaries identified in the silicon material and battery sectors [24][29] - The market is expected to stabilize as inventory levels decrease and production capacity is adjusted, with a focus on high-efficiency products and new technologies [30][32] Offshore Wind Power - The approval of the Mona offshore wind project is anticipated to stimulate further developments in the offshore wind sector across Europe, with domestic companies poised to benefit from upcoming orders [25][27] - The demand for offshore wind components is expected to rise, driven by both domestic and international projects, creating opportunities for companies involved in the supply chain [43][45]

Investment Rating - The report rates the photovoltaic industry as "Overweight" indicating an expectation for the industry to outperform the overall market [3][9]. Core Insights - The price of polysilicon has been continuously rising, currently near the full cost of leading companies, with spot prices reaching 44,500 CNY/ton, which is close to the estimated full cost range of 42,000 to 51,000 CNY/ton for top polysilicon producers [3]. - The price increases in the supply chain are expected to lead to higher component prices, with downstream prices for silicon wafers and batteries also rising, indicating a successful price transmission within the industry [3]. - The anticipated price increases are expected to benefit export profitability, mitigating concerns over domestic demand declines in the second half of the year, as overseas market demand is gradually increasing [3]. Summary by Sections Price Trends - Polysilicon prices have surged, with N-type dense material quoted at 44,500 CNY/ton, reflecting a daily increase of 5,500 CNY/ton [1]. - Silicon wafer prices for N-type 182 and 210 sizes have increased by 13.64% and 13.45%, respectively, indicating a cascading effect of price increases throughout the supply chain [1]. Industry Dynamics - The report highlights a positive feedback loop in the industry, driven by self-discipline and anti-involution measures, which are expected to sustain the upward trend in polysilicon prices [3]. - The report suggests that the price increases will not lead to a rise in polysilicon production rates due to industry self-regulation [3]. Investment Recommendations - The report recommends focusing on companies such as Tongwei Co., Daqo New Energy, and GCL-Poly Energy, which are expected to benefit from rising polysilicon prices [3]. - It also highlights companies with independent alpha trends, including Aiko Solar and LONGi Green Energy, as well as auxiliary material companies like Foster and Flat Glass [3].

Performance Forecast - The company expects to achieve a net profit attributable to shareholders of between 93 million to 110 million yuan for the first half of 2025, representing an increase of 38.42 million to 55.42 million yuan compared to the same period last year, with a year-on-year growth of 70.40% to 101.55% [1][3] - The net profit after deducting non-recurring gains and losses is expected to be between 86 million to 102 million yuan, with an anticipated increase of 42.34 million to 58.34 million yuan compared to the previous year, reflecting a year-on-year growth of 96.96% to 133.61% [1][3] Previous Year Performance - In the same period last year, the net profit attributable to shareholders was 54.5774 million yuan, and the net profit after deducting non-recurring gains and losses was 43.6626 million yuan [1] Reasons for Performance Improvement - The improvement in performance is attributed to the sustained recovery in the consumer electronics market and increased demand for high-performance MLCCs driven by AI servers and other terminal devices, leading to a significant enhancement in the company's main business and product sales structure [1]