Core Insights - The energy metals sector experienced a significant increase of 7.87% on November 13, with Yongxing Materials leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Sector Performance - Yongxing Materials (002756) closed at 53.99, with a rise of 10.00% and a trading volume of 335,900 shares, amounting to a transaction value of 1.784 billion [1] - Shengxin Lithium Energy (002240) also saw a 10.00% increase, closing at 31.02 with a trading volume of 750,600 shares and a transaction value of 2.266 billion [1] - Other notable performers included Tianqi Lithium (002466) with a closing price of 59.50, up 9.98%, and Huayou Cobalt (603799) with a closing price of 65.42, up 8.04% [1] Capital Flow - The energy metals sector saw a net inflow of 3.884 billion in main funds, while retail funds experienced a net outflow of 2.047 billion [1] - The main funds' net inflow for Tianqi Lithium was 1.218 billion, representing 14.69% of its trading volume, while retail funds had a net outflow of 555 million [2] - Ganfeng Lithium (002460) had a main fund net inflow of 671 million, accounting for 7.36%, with retail funds seeing a net outflow of 486 million [2]

Market Overview - The energy metals sector experienced a decline of 1.32% on November 12, with Boqian New Materials leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Notable stock performances included: - Jidian Mining (600711) closed at 11.10, up 0.63% with a trading volume of 1.1145 million shares and a transaction value of 1.234 billion [1] - Ganfeng Lithium (002460) closed at 67.88, up 0.21% with a trading volume of 682,000 shares [1] - Boqian New Materials (605376) closed at 49.32, down 2.61% with a trading volume of 39,800 shares and a transaction value of 197 million [2] Capital Flow - The energy metals sector saw a net outflow of 744 million from institutional investors, while retail investors contributed a net inflow of 711 million [2] - The capital flow for specific stocks included: - Jidian Mining had a net inflow of 64.415 million from institutional investors [3] - Ganfeng Lithium experienced a net outflow of 67.128 million from institutional investors [3] - Boqian New Materials had a significant net outflow of 18.9704 million from institutional investors [3]

Group 1 - The company, Boqian New Materials, confirmed on November 11 that it is currently fulfilling a significant operational contract disclosed on September 29, 2025, and there have been no cancellations of the agreement [2] - The company emphasized its commitment to adhere to information disclosure regulations and will announce any matters that require disclosure in a timely manner [2]

一、本次质量控制复核人变更情况 证券代码： 605376 证券简称：博迁新材 公告编号：2025-050 江苏博迁新材料股份有限公司 关于会计师事务所变更质量控制复核人的公告 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个别及连带责任。 江苏博迁新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 17 日召 开第三届董事会第十八次会议，并于 2025 年 5 月 13 日召开 2024 年年度股东大 会，审议通过了《关于公司续聘会计师事务所的议案》，同意公司续聘中汇会计 师事务所（特殊普通合伙）（以下简称"中汇会计师事务所"）为公司 2025 年度 财务及内部控制审计机构，具体内容详见公司分别于 2025 年 4 月 19 日和 2025 年 5 月 14 日在上海证券交易所网站发布的相关公告。 近日，公司收到中汇会计师事务所出具的《关于变更质量控制复核人的告知 函》，中汇会计师事务所作为公司 2025 年度财务及内控审计机构，现因质量控制 复核人变更事宜特函告公司，具体变更情况如下： 中汇会计师事务所原委派刘炼为质量控制 ...

Core Insights - The energy metals sector experienced a decline of 0.38% on November 10, with Boqian New Materials leading the drop [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - Shengxin Lithium Energy (002240) saw a closing price of 28.43, with an increase of 4.14% and a trading volume of 1.08 million shares, amounting to a transaction value of 3.071 billion [1] - Rongjie Co., Ltd. (002192) closed at 49.05, up 1.64%, with a trading volume of 240,200 shares and a transaction value of 1.197 billion [1] - Tianqi Lithium (002466) closed at 57.51, up 0.91%, with a trading volume of 1.21 million shares and a transaction value of 7.058 billion [1] - Other notable performances include Xizang Mining (000762) at 28.75, up 0.45%, and Yongxing Materials (002756) at 51.01, up 0.31% [1] Capital Flow - The energy metals sector saw a net outflow of 1.003 billion from major funds, while retail investors contributed a net inflow of 1.006 billion [2] - The detailed capital flow indicates that Yongxing Materials (002756) had a net inflow of 88.2731 million from major funds, while it experienced a net outflow of 57.6490 million from retail investors [3] - Rongjie Co., Ltd. (002192) also had significant capital movement, with a net inflow of 81.2920 million from major funds and a net outflow of 74.9826 million from retail investors [3]

Core Viewpoint - Boqian New Materials has shown significant stock performance with an 83.33% increase year-to-date, despite recent declines in the short term [1][2]. Financial Performance - For the period from January to September 2025, Boqian New Materials achieved a revenue of 805 million yuan, representing a year-on-year growth of 10.79% [2]. - The net profit attributable to shareholders for the same period was 152 million yuan, reflecting a substantial year-on-year increase of 78.17% [2]. Stock Market Activity - As of November 7, Boqian New Materials' stock price was 52.80 yuan per share, with a market capitalization of 13.812 billion yuan [1]. - The stock has experienced a trading volume of 135 million yuan and a turnover rate of 1.00% [1]. - The stock has seen a net inflow of main funds amounting to 1.7406 million yuan, with large orders accounting for 17.99% of purchases [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 18.44% to 21,000, while the average circulating shares per person decreased by 15.57% to 12,434 shares [2][3]. - The company has distributed a total of 374 million yuan in dividends since its A-share listing, with 249 million yuan distributed over the past three years [3]. Institutional Holdings - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 6.6204 million shares, an increase of 1.2243 million shares from the previous period [3]. - New institutional investors include Qianhai Kaiyuan New Economy Mixed A, which holds 3.4410 million shares [3].

Core Points - The Shanghai Composite Index closed at 3960.19 points, with a decline of 0.41% and a total trading volume of 1,938.395 billion yuan [1] - A total of 107 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] Group 1: Stocks with Significant Death Cross - Hongyuan Electronics (603267) had a 5-day moving average of 52.69 yuan, down 1.97% from the 10-day moving average of 53.74 yuan, with a current price of 48.86 yuan, representing a deviation of -9.09% [1] - Zhongjian Technology (002779) reported a 5-day moving average of 123.82 yuan, down 1.88% from the 10-day moving average of 126.19 yuan, with a current price of 117.70 yuan, showing a deviation of -6.73% [1] - ST Huizhou (002122) showed a 5-day moving average of 3.56 yuan, down 1.41% from the 10-day moving average of 3.62 yuan, with a current price of 3.23 yuan, indicating a deviation of -10.65% [1] Group 2: Additional Stocks with Death Cross - Chao Hongji (002345) had a 5-day moving average of 13.02 yuan, down 1.33% from the 10-day moving average of 13.20 yuan, with a current price of 11.69 yuan, reflecting a deviation of -11.43% [1] - Kema Technology (301611) reported a 5-day moving average of 54.35 yuan, down 1.30% from the 10-day moving average of 55.06 yuan, with a current price of 52.30 yuan, showing a deviation of -5.02% [1] - Chuangyi Tong (300991) had a 5-day moving average of 40.78 yuan, down 1.26% from the 10-day moving average of 41.30 yuan, with a current price of 39.27 yuan, indicating a deviation of -4.91% [1]

Group 1 - The core viewpoint of the news is that 博迁新材's stock has experienced a significant decline, with a 5.25% drop on November 4, leading to a cumulative decline of 11.46% over three consecutive days [1] - 博迁新材's stock price is currently at 50.00 yuan per share, with a trading volume of 248 million yuan and a turnover rate of 1.85%, resulting in a total market capitalization of 13.08 billion yuan [1] - The company, established in 2010 and listed in 2020, specializes in the research, production, and sales of high-end metal powder materials for electronics, with its main revenue sources being nickel-based products (76.28%), copper-based products (10.27%), and others [1] Group 2 - From the perspective of major fund holdings, 恒生前海基金 has a significant position in 博迁新材, with its fund holding 26,400 shares, representing 1.99% of the fund's net value, ranking as the tenth largest holding [2] - The fund has incurred a floating loss of approximately 73,100 yuan today, with a total floating loss of 180,300 yuan during the three-day decline [2] - The 恒生前海沪港深新兴产业精选混合 fund has shown a year-to-date return of 37.11% and a one-year return of 39.97%, ranking 2161 out of 8150 and 1805 out of 8043 respectively [2]

Core Insights - The energy metals sector experienced a decline of 1.85% on November 3, with Yongxing Materials leading the drop [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Energy Metals Sector Performance - Yongxing Materials (002756) closed at 46.94, down 4.52%, with a trading volume of 322,600 shares and a transaction value of 1.517 billion [2] - Other notable performers included: - Blue Electric Mining (600711) at 10.66, down 4.31%, with a transaction value of 2.032 billion [2] - Tengyuan Diamond (301219) at 66.90, down 4.26%, with a transaction value of 553 million [2] - Ganfeng Lithium (002460) at 68.32, down 1.01%, with a transaction value of 6.171 billion [2] Capital Flow Analysis - The energy metals sector saw a net outflow of 1.269 billion from main funds, while retail investors contributed a net inflow of 1.263 billion [2][3] - Specific stock capital flows included: - Huayou Cobalt (603799) with a main fund outflow of 355 million [3] - Ganfeng Lithium (002460) with a main fund outflow of 224 million [3] - Yongxing Materials (002756) with a main fund outflow of 86 million [3]

证券代码：605376 证券简称：博迁新材 公告编号：2025-049 江苏博迁新材料股份有限公司 股东减持股份结果公告 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 本次减持计划实施前，江苏博迁新材料股份有限公司（以下简称"公司"） 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。 减持计划的实施结果情况 公司于 2025 年 7 月 21 日披露了《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》（公告编号：2025-039）。新辉投资计划自公告披露之日 起 15 个交易日后的 3 个月内，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%。 | 股东名称 | 新辉投资控股有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 ...