| 项目 | 计提金额 | 备注 | | --- | --- | --- | | 信用减值损失 | 3,631.91 | 含应收票据、应收账款、其他应收款等的减值 | | 资产减值损失 | 8,974.02 | 合同资产减值准备、存货跌价准备 | | 合计 | 12,605.93 | | 二、计提资产减值准备事项的具体说明 证券代码：688122 证券简称：西部超导 公告编号：2025-030 西部超导材料科技股份有限公司 关于 2025 年第三季度计提资产减值准备的公告 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、准确性和完整性依法承担法律责任。 一、计提资产减值准备情况概述 西部超导材料科技股份有限公司（以下简称"公司"）根据《企业会计准则》 和相关会计政策的规定，为真实、公允地反映公司截至 2025 年 9 月 30 日的财务 状况和 2025 年第三季度的经营成果，公司对合并范围内存在减值迹象的资产进行 了减值测试并计提了相应的减值准备。 公司 2025 年第三季度计提信用减值损失 3,631.91 万元，计提资产减值损失 8,974.02 万 ...

Group 1 - The company, Western Superconducting Technologies Co., Ltd. (SH 688122), announced a reduction in its consolidated profit for the third quarter of 2025 by approximately 126 million yuan due to credit impairment losses and asset impairment losses [1] - For the year 2024, the company's revenue composition is as follows: non-ferrous metal smelting and rolling processing accounts for 95.02%, while other businesses account for 4.98% [1] - As of the report date, the market capitalization of Western Superconducting is 56.7 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation into a new "slow bull" pattern [1]

西部超导材料科技股份有限公司 第五届董事会独立董事专门会议第五次会议决议 (本页为西部超导材料科技股份有限公司第五届董事会独立董事专 门会议第五次会议决议之签署页) == 委员签字: 凤建呈 凤建军 签字: 苗 冰 签字: 电 r 签字: iki 虹 李彦之 签字: 西部超导材料科技股份有限公司(以下简称"公司")于2025 年10月29日召开第五届董事会独立董事专门会议第五次会议。应到独 立董事4名,实到独立董事4名,出席委员为凤建军、苗冰、云虹、李 晓光。本次会议的召集、召开符合《公司法》及公司章程的有关规定。 经与会委员审议,做出以下决议: 审议通过《关于设立子公司合肥聚能超导线材科技有限公司的议 案》 本次与关联方共同投资设立子公司符合公司长远利益,交易 遵循平等、自愿、互利的原则,交易方式和定价原则公平、合理, 不会损害公司股东特别是中小股东的利益。本次交易资金来源为 公司自有或自筹资金,不会影响公司正常的生产经营活动,不会 对公司现金流及经营业绩产生重大不利影响。 表决结果:同意票4票,反对票0票,弃权票0票。 (以下无正文,下接签署页) 李晓光 西部超导林 口| 025 年 10 9 日 ...

西部超导材料科技股份有限公司 2025 年第三季度报告 证券代码：688122 证券简称：西部超导 西部超导材料科技股份有限公司 2025 年第三季度报告 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 1,266,133,138.30 | 4.23 | 3,988,849,240.17 | 23.30 | | 利润总额 | 149,079,224.98 | -55.78 | 826,302,577.71 | 11.93 | | 归属于上市公司股东的 净利润 | 103,504,357.39 | -59.44 | 649,659,987.62 | 7.62 | | 归属于上市公司股东的 扣除非经常性损益的净 利润 | 95,138,577.81 | -57.05 | 588,550,119.66 | 10.39 | | 经营活动产生的 ...

Core Points - The State-Owned Enterprise Reform Index (399974) closed at 1930.82 points, up 0.92%, with a trading volume of 1640.27 billion yuan and a turnover rate of 0.79% [1] - Among the index constituents, 70 stocks rose, with Western Superconducting leading with a 9.34% increase, while 27 stocks fell, with Postal Savings Bank leading the decline at 2.14% [1] Index Constituents Summary - The top ten constituents of the State-Owned Enterprise Reform Index include: - Zijin Mining: 3.46% weight, latest price 30.96, up 3.75%, market cap 8228.42 billion yuan [1] - Northern Huachuang: 3.02% weight, latest price 423.62, down 0.56%, market cap 3067.38 billion yuan [1] - CITIC Securities: 2.94% weight, latest price 30.30, up 1.00%, market cap 4490.63 billion yuan [1] - Changjiang Electric Power: 2.80% weight, latest price 28.29, down 0.60%, market cap 6922.06 billion yuan [1] - Taihai Co.: 2.80% weight, latest price 19.43, up 3.19%, market cap 3425.30 billion yuan [1] - China Merchants Bank: 2.75% weight, latest price 40.77, down 2.00%, market cap 10282.13 billion yuan [1] - Wuliangye: 2.72% weight, latest price 118.83, down 1.06%, market cap 4612.51 billion yuan [1] - Zhongke Shuguang: 2.69% weight, latest price 114.33, up 0.73%, market cap 1672.78 billion yuan [1] - Industrial Bank: 2.67% weight, latest price 20.01, down 2.01%, market cap 4234.69 billion yuan [1] - China Shipbuilding: 2.41% weight, latest price 36.73, up 0.30%, market cap 2764.16 billion yuan [1] Capital Flow Summary - The net capital flow for the index constituents showed a total net outflow of 3.6 billion yuan from main funds and 7.45 billion yuan from speculative funds, while retail investors had a net inflow of 11.05 billion yuan [3] - Key capital flow details include: - Zijin Mining: Main net inflow of 9.96 million yuan, speculative net outflow of 3.35 million yuan, retail net outflow of 6.61 million yuan [3] - Inspur Information: Main net inflow of 4.27 million yuan, speculative net outflow of 1.33 million yuan, retail net outflow of 2.94 million yuan [3] - China Aluminum: Main net inflow of 3.83 million yuan, speculative net outflow of 1.05 million yuan, retail net outflow of 2.78 million yuan [3] - TCL Zhonghuan: Main net inflow of 3.17 million yuan, speculative net outflow of 1.27 million yuan, retail net outflow of 1.91 million yuan [3]

Core Insights - The superconducting concept sector rose by 2.72%, ranking 8th among concept sectors, with 21 stocks increasing in value, including Zhongfu Industrial, which hit the daily limit, and Western Superconducting, which rose by 9.34% [1][2] Group 1: Stock Performance - Zhongfu Industrial experienced a significant increase of 10%, with a net inflow of 1.34 billion yuan in main funds [3][4] - Western Superconducting and CITIC Metal also showed strong performance, with increases of 9.34% and 7.79%, respectively, and net inflows of 962.87 million yuan and 1.01 billion yuan [2][3] - The top three stocks in terms of net inflow ratio were Zhongfu Industrial (14.99%), CITIC Metal (10.75%), and Far East Holdings (9.46%) [3][4] Group 2: Market Trends - The superconducting concept sector saw a net outflow of 544 million yuan in main funds, despite the overall increase in stock prices [2][3] - Other sectors such as Hainan Free Trade Zone and BC Battery also performed well, with increases of 4.35% and 3.89%, respectively, while sectors like DRG/DIP and Military Equipment Restructuring saw declines [2]

Market Performance - The aviation equipment sector increased by 0.4% on October 29, with Western Superconducting leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Western Superconducting (688122) closed at 87.22, with a rise of 9.34% and a trading volume of 590,800 shares, amounting to a transaction value of 5.076 billion [1] - Aerospace Technology (688239) rose by 7.86% to close at 51.03, with a trading volume of 71,100 shares [1] - Other notable performers include Aviation Technology (688510) up 3.62%, Huayin Technology (688281) up 3.54%, and Shengcao Technology (920006) up 2.23% [1] Capital Flow - The aviation equipment sector experienced a net outflow of 358 million from institutional investors, while retail investors saw a net inflow of 456 million [2][3] - The top stock by institutional net inflow was Feilihua (300395) with 179 million, while Western Superconducting had a net inflow of 102 million [3]

数据宝统计，截至15:00，西部超导成交额50.76亿元，创上市以来新高。最新股价上涨9.34%，换手率 9.09%。上一交易日该股全天成交额为41.51亿元。 （文章来源：证券时报网） 据天眼查APP显示，西部超导材料科技股份有限公司成立于2003年02月28日，注册资本64966.4497万人 民币。（数据宝） ...

Group 1 - The China Nonferrous Metals Industry Association held a meeting to analyze the operational status of key enterprises in the nonferrous metals industry for Q3, emphasizing the need to maintain industry confidence and prevent unhealthy competition [1] - Rare earths, referred to as "industrial vitamins," consist of 17 chemical elements and are widely used in high-end manufacturing sectors such as new energy and semiconductors [1] - Recent price increases for lithium hexafluorophosphate and electrolytes were noted, with electrolyte prices reaching 25,500 yuan/ton (up 25.62%) and lithium hexafluorophosphate prices at 98,000 yuan/ton (up 63.33%) due to supply-demand imbalances [1] Group 2 - The Democratic Republic of Congo adjusted its export policy, limiting export quotas to 48% of 2024 production, contributing to a significant increase in cobalt prices from 170,000 yuan/ton to 410,000 yuan/ton (a 140% rise) [2] - Australia is restricting rare earth exports and establishing a critical minerals fund to support project development [2] - The "14th Five-Year Plan" aims to accelerate the development of strategic emerging industries, which is expected to drive technological breakthroughs and industrialization in related materials sectors [2] Group 3 - As of October 29, 2025, the CSI Rare Metals Theme Index rose by 2.52%, with the Rare Metals ETF (159608) increasing by 2.69%, indicating strong market performance [3] - The top ten weighted stocks in the index account for 59.91%, with significant gains observed in companies like Tungsten High-Tech and Shengxin Lithium Energy [3] - The Rare Metals ETF has seen a scale increase of 331 million yuan over the past month, reflecting substantial capital inflow [3]

Core Viewpoint - The quantum technology sector in A-shares has experienced a sudden surge, driven by significant policy support and technological advancements, particularly with the introduction of NVQLink by NVIDIA, which connects quantum processors with GPU computing [2][3][7]. Group 1: Market Performance - On October 29, A-share quantum technology stocks saw a collective rise, with companies like Shenzhou Information and Tianrongxin hitting the daily limit, while Keda Guokuan and Guodun Quantum surged over 10% [2][3]. - The quantum technology index rose by 2.75%, with notable performers including Keda Guokuan (up 15.39%) and Guodun Quantum (up 11.74%) [4]. Group 2: Technological Developments - NVIDIA's NVQLink system was announced to connect quantum processors with AI supercomputers, aiming to reduce error rates in quantum bits and enhance quantum computing capabilities [5][6]. - NVIDIA's CEO emphasized plans to scale quantum computers from hundreds to potentially tens of thousands of quantum bits, indicating a significant leap in quantum computing technology [6]. Group 3: Policy Support - The Central Committee of the Communist Party of China released a proposal on October 28, highlighting the promotion of quantum technology as a new economic growth point alongside other emerging industries [7]. - The quantum technology market in China is projected to reach $9.758 billion by 2029, with a compound annual growth rate of 37.45% from 2024 to 2029 [7]. Group 4: Industry Insights - Reports indicate that quantum computing is one of the most disruptive technologies, currently in the early stages of development, with potential for substantial advancements in the next 5 to 10 years [8]. - The synergy between quantum technology and AI is expected to drive innovation, with domestic companies showing strong capabilities in quantum technology development [8].