Group 1 - The core point of the article is that Yunlu Co., Ltd. announced a share reduction by major shareholder Guo Keyun, who holds approximately 20.91 million shares, accounting for 17.42% of the total share capital [1] - Guo Keyun plans to reduce his holdings by up to 3% of the total share capital, which amounts to no more than 3.6 million shares, through centralized bidding and block trading [1] - The reduction period will take place within three months after the announcement, starting 15 trading days from the date of disclosure [1] Group 2 - For the fiscal year 2024, Yunlu Co., Ltd. expects its revenue composition to be 98.23% from the magnetic materials industry and 1.77% from other businesses [1] - As of the announcement, the market capitalization of Yunlu Co., Ltd. is 12.7 billion yuan [1]

Core Viewpoint - Guo Keyun, a shareholder of Yunlu Co., plans to reduce his stake in the company by up to 3.00% of the total share capital, amounting to a maximum of 3.6 million shares, due to personal funding needs [1] Summary by Category Shareholder Actions - Guo Keyun intends to reduce his holdings through centralized bidding and block trading, with a maximum of 1.2 million shares to be sold via centralized bidding and up to 2.4 million shares through block trading [1] Timeline - The reduction period is set from November 14, 2025, to February 14, 2026 [1] Source of Shares - The shares being sold were acquired prior to the company's IPO [1]

Core Viewpoint - The announcement indicates that shareholder and director Guo Keyun plans to reduce his holdings in Yunlu Co., Ltd. by a total of up to 360,000 shares, which represents 3% of the company's total share capital, between November 14, 2025, and February 14, 2026 [1] Summary by Relevant Sections - Shareholder Information - Guo Keyun holds 20,905,900 shares, accounting for 17.42% of the company's total shares [1] - Reduction Plan - The planned reduction includes a maximum of 120,000 shares through centralized bidding and up to 240,000 shares through block trading, totaling no more than 360,000 shares [1] - Previous Reductions - From February 28, 2025, to May 27, 2025, Guo Keyun has already reduced his holdings by 1,032,300 shares, which is 0.86% of the total shares [1]

Market Overview - The metal new materials sector experienced a decline of 1.41% on October 23, with Xinlaifu leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Notable gainers in the metal new materials sector included: - Zhongzhou Special Materials (300963) with a closing price of 23.14, up 3.21% and a trading volume of 604,700 shares, totaling 1.361 billion yuan [1] - Tianli Composite (920576) closed at 30.51, up 0.93% with a trading volume of 25,900 shares [1] - Platinum New Materials (300811) closed at 72.51, up 0.92% with a trading volume of 85,100 shares [1] - Major decliners included: - Xinlaifu (301323) closed at 64.22, down 6.95% with a trading volume of 86,100 shares [2] - Antai Technology (000969) closed at 20.18, down 5.39% with a trading volume of 2,151,700 shares, totaling 4.403 billion yuan [2] - Ni'an New Materials (688786) closed at 29.69, down 3.13% with a trading volume of 25,200 shares [2] Capital Flow - The metal new materials sector saw a net outflow of 690 million yuan from institutional investors, while retail investors contributed a net inflow of 668 million yuan [2] - The capital flow for specific stocks showed: - Zhongzhou Special Materials had a net outflow of 31.87 million yuan from institutional investors [3] - Platinum New Materials experienced a net inflow of 31.67 million yuan from institutional investors [3] - Other stocks like Jiangnan New Materials (603124) and Huada New Materials (605158) also showed varied capital flows with net inflows and outflows from different investor types [3]

证券代码：688190 证券简称：云路股份 公告编号：2025-047 青岛云路先进材料技术股份有限公司 关于董事、高级管理人员增持公司股份进展的公告 本公司及除李晓雨先生外的其他董事会全体成员保证公告内容不存在虚假 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： 一、增持主体的基本情况 增持主体名称 曾远华 增持主体身份 控股股东、实控人 是 否 控股股东、实控人的一致行动人 是 否 直接持股 5%以上股东 是 否 董事、监事和高级管理人员 ☑是 否 其他：__________ 增持前持股数量 该增持主体未直接持有公司股票，通过青岛多邦股权投 资管理合伙企业（有限合伙）间接持有公司股份 342,000 股。 增持前持股比例 （占总股本） 0.29% 增持主体名称 李庆华 增持主体身份 控股股东、实控人 是 否 控股股东、实控人的一致行动人 是 否 直接持股 5%以上股东 是 否 董事、监事和高级管理人员 ☑是 否 其他：__________ | | 该增持主体未直接持有公司股票，通过青岛多邦股权投 | | --- | --- | | 增持前持股数量 | 资管 ...

Market Performance - The metal new materials sector increased by 0.75% on October 15, with Yunlu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Individual Stock Performance - Yunlu Co., Ltd. (stock code: 061889) closed at 127.20, rising by 10.75% with a trading volume of 23,000 lots and a transaction value of 281 million [1] - Tunan Co., Ltd. (stock code: 300855) closed at 28.45, up 5.02% with a trading volume of 94,100 lots [1] - Zhongzhou Special Materials (stock code: 300963) closed at 24.99, increasing by 3.09% with a trading volume of 653,400 lots [1] - Other notable performers include Placo New Materials (stock code: 300811) up 3.01% and Chitong New Materials (stock code: 300930) up 2.88% [1] Capital Flow Analysis - The metal new materials sector experienced a net outflow of 1.24 billion in main funds, while retail investors saw a net inflow of 969 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors are actively buying [2] Detailed Capital Flow for Selected Stocks - Yunlu Co., Ltd. had a main fund net inflow of 20.19 million, but a net outflow from retail investors of 20.51 million [3] - Placo New Materials saw a main fund net inflow of 7.99 million, with retail investors also experiencing a net outflow of 10.23 million [3] - Other stocks like Sry New Materials (stock code: 688102) and Bo Wei Alloy (stock code: 601137) showed varied capital flows, indicating differing investor sentiments [3]

Core Viewpoint - The A-share market showed strong performance on the afternoon of the 15th, with the Shanghai Composite Index rising over 1.00% and reclaiming the 3900-point mark, led by Jinpan Technology's significant gains [1][2]. Group 1: Market Performance - The Shanghai Composite Index closed at 3905.84, reflecting a 1.05% increase [2]. - The Shenzhen Component Index rose over 1.5%, while the ChiNext Index increased by over 2.1% [1]. - More than 4000 stocks in the Shanghai, Shenzhen, and Beijing markets experienced gains [3]. Group 2: Leading Stocks - Jinpan Technology (688676) led the component stocks with a 20.00% increase, closing at 69.41 [2]. - Other notable gainers included: - Pinming Technology (688109) with a 16.49% increase, closing at 116.49 [2]. - Yunlu Co. (688190) with a 13.17% increase, closing at 129.98 [2]. - Hexin Instruments with a 10.38% increase, closing at 132.54 [2]. - The FTSE China A50 Index futures surpassed the 15000.00 mark, closing at 15007.00 with an intraday increase of nearly 2% [3].

Group 1 - The core viewpoint of the news is that Yunlu Co., Ltd. has seen a significant increase in its stock price, rising by 5.27% to 114.25 CNY per share, with a total market capitalization of 13.71 billion CNY [1] - Yunlu Co., Ltd. specializes in the design, research and development, production, and sales of advanced magnetic metal materials, with its main revenue sources being amorphous alloy strips and products (74.71%), nanocrystalline products (16.07%), magnetic powders and products (7.45%), and others (1.77%) [1] - The company is located in Qingdao, Shandong Province, and was established on December 21, 2015, with its listing date on November 26, 2021 [1] Group 2 - From the perspective of fund holdings, one fund under China Merchants Fund has a significant position in Yunlu Co., Ltd., specifically the China Merchants SSE STAR 50 ETF Linked A (023739), which held 80 shares as of the second quarter, making it the third-largest holding [2] - The fund has a current scale of 211 million CNY and has achieved a return of 45.6% since its inception on April 8, 2025 [2] Group 3 - The fund manager of the China Merchants SSE STAR 50 ETF Linked A is Hou Hao, who has been in the position for 8 years and 52 days, managing assets totaling 55.459 billion CNY, with the best fund return during his tenure being 758.66% [3] - Another fund manager, Fang Junyi, has been in the role for 350 days, managing assets of 6.286 billion CNY, with a best return of 62% during his tenure [3]

证券代码：688190 证券简称：云路股份 公告编号：2025-046 青岛云路先进材料技术股份有限公司 2025年半年度权益分派实施公告 本公司及除李晓雨先生外的其他董事会全体成员保证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。 重要内容提示： 每股现金红利0.30元 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 是否涉及差异化分红送转：否 每股分配比例 3. 分配方案： 本次利润分配以方案实施前的公司总股本120,000,000股为基数，每股派发现 金红利0.30元（含税），共计派发现金红利36,000,000元。 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/10/15 | 2025/10/16 | 2025/10/16 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 9 月 19 日的2025年第二次临时股东大会审 议通过。 二、 分配 ...

Core Viewpoint - The company, Qingdao Yunlu Advanced Materials Technology Co., Ltd., has signed a new tripartite supervision agreement for the management of its raised funds, ensuring compliance with regulations and protecting investor interests [3][5][9]. Fundraising Basic Situation - The company completed its initial public offering (IPO) on October 19, 2021, issuing 30 million shares at a price of 46.63 yuan per share, raising a total of 1.3989 billion yuan, with a net amount of 1.2915 billion yuan after deducting issuance costs [2]. Tripartite Supervision Agreement Signing and Fund Account Opening - On August 29, 2025, the company held board and supervisory meetings to approve changes to the special fundraising accounts and to sign a new tripartite supervision agreement with its sponsor, Guotai Junan Securities Co., Ltd., and the supervising bank, China Construction Bank [3][4]. Main Content of the Tripartite Supervision Agreement - The agreement stipulates that the special fundraising account is exclusively for specific projects, including high-performance materials and technology development, and cannot be used for other purposes [5][6]. - The company has deposited 570 million yuan in various time deposits, with specific amounts and terms outlined [6]. - The sponsor is responsible for supervising the use of the raised funds and must conduct regular checks and provide necessary documentation [7][8]. Compliance and Reporting - The agreement includes provisions for the sponsor to monitor fund usage and requires the company to provide timely reports and cooperate with audits [7][8]. - The agreement will remain effective until all funds are fully utilized and the account is closed [8][9].