Group 1 - The core point of the news is the significant increase in the stock price of Srey New Materials, which rose by 5.25% to 17.85 CNY per share, with a trading volume of 107 million CNY and a turnover rate of 0.84%, leading to a total market capitalization of 13.802 billion CNY [1] - Srey New Materials, established on July 11, 1995, and listed on March 16, 2022, specializes in high-strength and high-conductivity copper alloy materials, medium and high-voltage electrical contact materials, high-performance metal chromium powder, CT and DR tube components, and next-generation copper-iron alloy materials [1] - The revenue composition of Srey New Materials includes high-strength and high-conductivity copper alloy materials and products at 46.51%, medium and high-voltage electrical contact materials and products at 22.90%, other main businesses at 14.09%, supplementary other at 6.12%, medical imaging components at 5.31%, and high-performance metal chromium powder at 5.08% [1] Group 2 - From the perspective of fund holdings, Srey New Materials is a significant investment for Huafu Fund, with the Huafu Tianxin Flexible Allocation Mixed A Fund (003152) holding 102,900 shares, accounting for 4.07% of the fund's net value, making it the eighth largest holding [2] - The Huafu Tianxin Flexible Allocation Mixed A Fund has a total scale of 24.745 million CNY and has achieved a year-to-date return of 17.07%, ranking 4495 out of 8162 in its category, with a one-year return of 19.8%, ranking 3873 out of 8024 [2] - The fund manager, Wang Yiwei, has been in charge for nearly four years, with a total asset scale of 422 million CNY, achieving the best fund return of 79.06% and the worst return of -32.32% during his tenure [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301323 | 新来福 | 74.00 | -6.55% | 12.25万 | | 9.06亿 | | 688786 | 悦安新材 | 30.47 | -3.76% | 3.47万 | | 1.07亿 | | 300127 | 银河磁体 | 35.33 | -3.36% | 19.48万 | | 6.90亿 | | 300835 | 龙磁科技 | 59.40 | -2.51% | 4.76万 | | 2.86亿 | | 688190 | 云路股份 | 109.78 | -1.18% | 7804.18 | | 8694.61万 | | 301141 | 中科磁业 | 60.55 | -0.95% | 3.80万 | | 2.29亿 | | 000969 | 安泰科技 | 19.42 | -0.72% | 212.87万 | | 42.22 乙 | | 000795 | 英語卡 | 10.67 | -0.47% | 18.99万 | ...

Core Viewpoint - The A-share market is witnessing strong performance in the CPO concept, driven by increasing demand for 1.6T optical modules, with significant price increases in several related stocks [1][2] Group 1: Market Performance - Stocks such as Hui Green Ecology and Cambridge Technology hit the daily limit up, while Tianfu Communication rose over 9%, and several others saw increases of more than 5% [1] - The overall market sentiment is positive, with MACD golden cross signals indicating a favorable trend for these stocks [2] Group 2: Demand and Supply Dynamics - According to a recent survey by Xingzheng Securities, the demand for 1.6T optical modules is being continuously revised upwards, with total industry demand expected to increase from 10 million to 20 million units [1] - Major overseas clients have recently adjusted their procurement plans for 1.6T optical modules for 2026, with some customers locking in production capacity for the upcoming year [1]

Group 1 - The company approved the use of raised funds amounting to 16,317.12 million RMB to replace self-raised funds previously invested in fundraising projects and paid issuance expenses [1][5][6] - The total amount raised from the issuance of A-shares was 599,999,992.46 RMB, with a net amount of 590,498,251.24 RMB after deducting issuance expenses [1][13][23] - The company established a special account for the management and storage of raised funds to protect investor rights [2][14] Group 2 - The company pre-invested 15,922.95 million RMB of self-raised funds into fundraising projects from October 28, 2024, to October 11, 2025 [4][5] - The issuance expenses totaled 950.17 million RMB, with 394.17 million RMB paid from self-raised funds [5][6] - The decision to replace self-raised funds with raised funds was approved by the board of directors and complies with relevant regulations [6][18] Group 3 - The company plans to increase its wholly-owned subsidiary, Xi'an Sry Advanced Copper Alloy Technology Co., Ltd., by 40,000 million RMB, using 34,000 million RMB from raised funds and 6,000 million RMB from self-owned funds [11][16] - The increase in capital will raise the registered capital of the subsidiary from 16,000 million RMB to 56,000 million RMB [11][12] - The capital increase was approved by the board of directors and does not constitute a related party transaction or a major asset restructuring [12][16] Group 4 - The company intends to use up to 40,000 million RMB of temporarily idle raised funds for cash management, ensuring it does not affect the normal implementation of fundraising projects [20][21] - The cash management products will be low-risk and have a maturity of no more than 12 months [26][30] - The company will prioritize the use of cash management income to supplement insufficient investment amounts for fundraising projects and daily operational liquidity [30][37] Group 5 - The company approved the use of self-owned funds to pay for fundraising project expenses and will replace these with raised funds on an equal basis [41][44] - The decision to use self-owned funds is based on operational efficiency and compliance with regulations [48][50] - The board of directors approved this action, which does not change the intended use of raised funds or harm shareholder interests [50][57]

（文章来源：证券日报） 证券日报网讯 10月17日晚间，斯瑞新材发布公告称，公司于2025年10月16日召开第四届董事会第五次 会议，审议通过了《关于使用募集资金置换预先投入募投项目及已支付发行费用的自筹资金的议案》， 同意公司使用向特定对象发行A股股票的募集资金16，317.12万元置换预先投入募集资金投资项目及已 支付发行费用的自筹资金。本次募集资金置换时间距募集资金到账日未超过6个月，符合相关法律法规 的规定。 ...

Core Viewpoint - Srei New Materials announced adjustments to the proposed use of funds raised from a specific stock issuance, reflecting changes based on the actual fundraising situation [2] Group 1 - The company will hold its fourth board strategic committee meeting and the fifth board meeting on October 16, 2025 [2] - The board approved the proposal to adjust the amount of funds allocated for investment projects from the stock issuance [2] - The adjustments are based on the actual circumstances of the funds raised [2]

Core Viewpoint - The company announced a decision to use its own funds to pay for fundraising investment projects and will replace these with equivalent amounts from raised funds [2] Group 1 - The company will hold its fourth board meeting on October 16, 2025, to review the proposal [2] - The proposal allows the company and its subsidiaries to use self-owned funds for the necessary expenses of fundraising investment projects during their implementation [2] - The equivalent amount of funds used will be transferred from the fundraising account to the company's basic or general deposit accounts, treating this amount as funds used for the investment projects [2]

Core Viewpoint - Srei New Materials announced a capital increase of RMB 40 million to its wholly-owned subsidiary, Xi'an Srei Advanced Copper Alloy Technology Co., Ltd, to support investment projects and enhance its capital structure [2] Group 1: Capital Increase Details - The company plans to increase its investment in Srei Technology by RMB 40 million, with RMB 34 million coming from raised funds and RMB 6 million from its own funds [2] - Following the capital increase, the registered capital of Srei Technology will rise from RMB 16 million to RMB 56 million, maintaining a 100% ownership by the company [2]

国泰海通证券股份有限公司 关于陕西斯瑞新材料股份有限公司 调整向特定对象发行股票募集资金投资项目拟使用募集资金金 额的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 陕西斯瑞新材料股份有限公司（以下简称"斯瑞新材"或"公司"）2024年度向 特定对象发行股票的保荐机构，根据《证券发行上市保荐业务管理办法》《上市 公司募集资金监管规则》《上海证券交易所科创板股票上市规则》《上海证券交 易所科创板上市公司自律监管指引第 1 号——规范运作》等相关法律、法规和 规范性文件的规定，对公司调整向特定对象发行股票募集资金投资项目拟使用 募集资金金额的事项进行了核查，核查情况与意见如下： 一、募集资金基本情况 根据中国证券监督管理委员会于 2025年 8月 18日出具的《关于同意陕西斯 瑞新材料股份有限公司向特定对象发行股票注册的批复》（证监许可[2025]1782 号），同意公司 2024 年度向特定对象发行 A 股股票（以下简称"本次发行"或"本 次向特定对象发行"）。公司本次向特定对象发行人民币普通股 41,724,617 股， 发行价格为每股人民币 14.38 元，共募集资金人民币 5 ...

国泰海通证券股份有限公司 关于陕西斯瑞新材料股份有限公司 使用募集资金置换预先投入募投项目及已支付发行费用的自筹 资金的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 陕西斯瑞新材料股份有限公司（以下简称"斯瑞新材"或"公司"）2024年度向 特定对象发行股票的保荐机构，根据《证券发行上市保荐业务管理办法》《上市 公司募集资金监管规则》《上海证券交易所科创板股票上市规则》《上海证券交 易所科创板上市公司自律监管指引第 1 号——规范运作》等相关法律、法规和 规范性文件的规定，对公司使用募集资金置换预先投入募投项目及已支付发行 费用的自筹资金事项进行了核查，核查情况与意见如下： 一、募集资金基本情况 根据中国证券监督管理委员会于 2025年 8月 18日出具的《关于同意陕西斯 瑞新材料股份有限公司向特定对象发行股票注册的批复》（证监许可[2025]1782 号），同意公司 2024 年度向特定对象发行 A 股股票（以下简称"本次发行"或"本 次向特定对象发行"）。公司本次向特定对象发行人民币普通股 41,724,617 股， 发行价格为每股人民币 14.38 元，共募集资金人民币 ...