October 7, 2025 09:01 PM GMT China Materials | Asia Pacific 4Q25 Outlook – Equity Implications: New Materials In New Materials, we see more upside from uranium recovery; lithium prices to be range-bound while waiting for further supply cuts; solar glass prices likely under pressure due to seasonality. Lithium – better-than-expected demand and potential supply disruptions: Lithium demand YTD has been better than market expectations with very strong demand from ESS and a continued EV trade-in program. On the ...

| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 国新健康 | 000503 | 股权激励限售流通 | 167.98万 | | 康缘药业 | 600557 | 股权激励限售流通 | 31.55万 | | 森特股份 | 603098 | 股权激励限售流通 | 27万 | | 三人行 | 605168 | 股权激励限售流通 | 16.53万 | | 海量数据 | 603138 | 股权激励限售流通 | 566.29万 | | 天益医疗 | 301097 | 延长限售锁定期流通 | 4060万 | | 铭利达 | 301268 | 延长限售锁定期流通 | 1.9亿 | | 恒宇信通 | 300965 | 延长限售锁定期流通 | 3510.45万 | | 普源精电 | 688337 | | 1.18亿 | | 中复神鹰 | 688295 | | 2.98亿 | | 长光华芯 | 688048 | | 7007万 | 今日具体限售解禁股情况如下： 智通财经APP获悉，10月9日共有11家上市公司的限售股解禁，解禁总市值约243.03亿元。 ...

格隆汇10月9日｜Wind数据显示，周四（10月9日），共有13家公司限售股解禁，合计解禁量为8.26亿 股，按最新收盘价计算，合计解禁市值为287.2亿元。从解禁量来看，6家公司解禁股数超千万股。中复 神鹰、康冠科技、普源精电解禁量居前，解禁股数分别为2.98亿股、2.54亿股、1.18亿股。从解禁市值 来看，6家公司解禁股数超亿元。中复神鹰、康冠科技、长光华芯解禁市值居前，解禁市值分别为84.24 亿元、59.08亿元、53.08亿元。从解禁股数占总股本比例来看，6家公司解禁比例超10%。普源精电、恒 宇信通、长光华芯解禁比例居前，解禁比例分别为61.0%、58.51%、39.75%。 ...

以下文章来源于Carbontech ，作者CHEN Carbontech . 传播碳材料领域前沿资讯，带您进入碳时代！ 不知不觉， 2025 年已走过四分之三， 今年以来碳纤维行业整体表现亮眼，正稳步走出低谷期。 从 2 月碳纤维板块涨幅超 2% 实现"开门红"，到众多碳纤 维龙头集体亮相 JEC 展，再到吉林化纤因低空经济需求推动对碳纤维进行涨价处理，都显示出产业链复苏的鲜明特征。 碳纤维龙头企业半年报进一步印证了行业复苏趋势： 中简科技 上半年实现营收 4.64 亿元，同比增长 59.46% ； 中复神鹰 营收 9.22 亿元，同比增长 25.86% ，其高强高模产品与新能源领域产品销量均保持增长； 吉林化纤 碳纤维营收 4.43 亿元，同比大增 368.31% ； 光威复材 碳梁业务收入增长 47.95% 。在下游碳基制动盘领域， 博云新材、中航高科、金博股份 等企业同样表现不俗。 产业动态方面， 上海石化 年产 3 万吨大丝束碳纤维异地建设项目开工， 吾一碳纤维 碳 / 碳复合材料项目一期正式投产， 精工科技 发布年产 5000 吨高 性能碳纤维生产线， 天鸟高新 投资建设空天复合材料高性能纤维预制体 ...

截至6月30日，中复神鹰股东户数1.20万，较上期增加6.26%；人均流通股49954股，较上期增加 291.38%。2025年1月-6月，中复神鹰实现营业收入9.22亿元，同比增长25.86%；归母净利润1192.98万 元，同比减少52.23%。 分红方面，中复神鹰A股上市后累计派现1.85亿元。 9月29日，中复神鹰盘中上涨2.10%，截至14:23，报28.66元/股，成交1.20亿元，换手率0.71%，总市值 257.94亿元。 资金流向方面，主力资金净流出720.74万元，特大单买入634.32万元，占比5.29%，卖出826.56万元，占 比6.90%；大单买入1369.62万元，占比11.43%，卖出1898.12万元，占比15.84%。 中复神鹰今年以来股价涨43.80%，近5个交易日涨5.02%，近20日涨6.11%，近60日涨45.33%。 资料显示，中复神鹰碳纤维股份有限公司位于江苏省连云港经济技术开发区大浦工业区南环路北，成立 日期2006年3月2日，上市日期2022年4月6日，公司主营业务涉及从事碳纤维研发、生产和销售。主营业 务收入构成为：碳纤维98.45%，其他1.55%。 中 ...

9月25日，中复神鹰涨0.55%，成交额9218.86万元。两融数据显示，当日中复神鹰获融资买入额929.70 万元，融资偿还944.50万元，融资净买入-14.80万元。截至9月25日，中复神鹰融资融券余额合计1.25亿 元。 机构持仓方面，截止2025年6月30日，中复神鹰十大流通股东中，华夏上证科创板50成份ETF （588000）、易方达上证科创板50ETF（588080）、南方中证500ETF（510500）退出十大流通股东之 列。 责任编辑：小浪快报 截至6月30日，中复神鹰股东户数1.20万，较上期增加6.26%；人均流通股49954股，较上期增加 291.38%。2025年1月-6月，中复神鹰实现营业收入9.22亿元，同比增长25.86%；归母净利润1192.98万 元，同比减少52.23%。 分红方面，中复神鹰A股上市后累计派现1.85亿元。 融资方面，中复神鹰当日融资买入929.70万元。当前融资余额1.23亿元，占流通市值的0.75%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，中复神鹰9月25日融券偿还1600.00股，融券卖出800.00股，按当日收盘价计算，卖出金额 ...

Market Overview - On September 25, the chemical fiber sector declined by 0.81%, with Shennma Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers included Tianfulong, which rose by 5.52% to a closing price of 46.64, and Anhui Wuhua High-tech, which increased by 3.00% to 5.83 [1] - Conversely, Shennma Co., Ltd. fell by 2.71% to 10.05, and Jilin Chemical Fiber dropped by 2.50% to 4.29 [2] Trading Volume and Value - Tianfulong had a trading volume of 118,900 shares and a transaction value of 549 million yuan [1] - Jilin Chemical Fiber recorded a trading volume of 1,161,600 shares with a transaction value of 504 million yuan [2] Capital Flow - The chemical fiber sector experienced a net outflow of 168 million yuan from institutional investors, while retail investors saw a net inflow of 82.31 million yuan [2] - The main capital inflow was observed in Anhui Wuhua High-tech, with a net inflow of 45.71 million yuan from institutional investors [3] Individual Stock Capital Flow - Tianfulong had a net outflow of 8.72 million yuan from retail investors, despite a net inflow of 25.46 million yuan from institutional investors [3] - Jilin Chemical Fiber saw a significant net outflow of 75.83 million yuan from retail investors [3]

Core Viewpoint - The company reported significant revenue growth in Q2 2025, marking a recovery in profitability after a year of losses, driven by improved market conditions and effective cost management [4][5][6]. Financial Performance - In H1 2025, the company achieved revenue of 9.2 million, a year-on-year increase of 26%, while net profit decreased by 52% to 0.12 million, and non-recurring net profit increased by 110% to 0.02 million [4]. - In Q2 2025, the company recorded revenue of 5.2 million, a year-on-year increase of 83% and a quarter-on-quarter increase of 29%, the highest quarterly revenue since Q1 2024 [5]. Profitability and Cost Management - The company turned a profit in Q2 2025 after a year of consecutive losses, with a gross margin of 24.5%, up 4.2 percentage points year-on-year and 21.1 percentage points quarter-on-quarter [5]. - Cost reduction initiatives led to a 4.55% decrease in unit production costs and a 44.93% reduction in management expenses in H1 2025, significantly improving operational efficiency [6]. Sales Growth and Market Expansion - The company experienced a 77% year-on-year increase in sales of 3K silk and a 53% increase in high-strength and high-modulus product sales in H1 2025 [7]. - Sales in the renewable energy sector, particularly in wind and solar, grew by 63%, with wind energy sales increasing by over 200%, enhancing brand influence and market share [7].

Group 1: Market Overview - The domestic new fund market has seen increased activity, with 63 new funds established this week. Various industry-themed funds exhibited mixed performance, with TMT-themed funds continuing to show a net value increase advantage, while financial and real estate-themed funds experienced notable pullbacks [4]. - Domestic stock ETFs have shifted to net inflows, while Hong Kong stock ETFs continue to see significant inflows. In terms of specific themes, passive funds have reduced holdings in the Sci-Tech Innovation Board and other broad-based ETFs, while financial and real estate-themed ETFs have seen significant net inflows [4]. Group 2: Company Performance - Zhongtie Assembly (300374.SZ) reported a further reduction in losses, with improved cash flow and cash collection ratios year-on-year. For H1 2025, the company achieved total revenue of 870 million yuan, a net loss of 40 million yuan, and a net profit of -40 million yuan, compared to 820 million yuan, -50 million yuan, and -50 million yuan in the same period last year [4]. - Zhongfu Shenying (688295.SH) demonstrated significant improvement in profitability, achieving a turnaround after a year. For H1 2025, the company reported revenue of 920 million yuan, a net profit of 12 million yuan, and a net profit excluding non-recurring items of 2 million yuan, reflecting a year-on-year change of +26%, -52%, and +110% respectively. In Q2 2025, revenue reached 520 million yuan, with a net profit of 60 million yuan and a net profit excluding non-recurring items also at 60 million yuan, showing year-on-year increases of +83%, +440%, and +228% respectively [5]. - Mengke Pharmaceutical (688373.SH) announced a capital increase plan, proposing to issue 164 million shares at a price of 6.3 yuan per share to Nanjing Haiqing Pharmaceutical, raising no more than 1.033 billion yuan. Following the issuance, Haiqing Pharmaceutical will hold a 20% stake in Mengke Pharmaceutical, becoming the controlling shareholder, with individual Zhang Xiantao becoming the actual controller of the company [6].

中复神鹰碳纤维股份有限公司 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第15号-----权益变动报告书》及 其他相关的法律、法规和规范性文件编写。 二、截至本报告书签署日，信息披露义务人及其一致行动人签署本报告书已获 得必要的授权和批准，其履行亦不违反其章程或内部规则中的任何条款，或与之相 冲突。 三、依据《证券法》《上市公司收购管理办法》的规定，本报告书已全面披露 了信息披露义务人及其一致行动人在中复神鹰碳纤维股份有限公司中拥有权益的 股份变动情况。 简式权益变动报告书 上市公司名称：中复神鹰碳纤维股份有限公司 股票上市地点：上海证券交易所 股票简称：中复神鹰 股票代码：688295 信息披露义务人：连云港市工业投资集团有限公司 通讯地址：江苏省连云港市海州区花果山大道109号 信息披露义务人的一致行动人：连云港市工投集团产业投资有限公司 通讯地址：连云港市海州区向阳街海连中路76号 权益变动性质：股份减少 签署日期：2025年9月23日 1 截至本报告书签署日，除本报告书披露的信息外，信息披露义务人及其一致 行动人没有 ...