联瑞新材(688300.SH)发布公告，上海证券交易所上市审核委员会于2025年10月22日召开2025年第45次 上市审核委员会审议会议，对公司向不特定对象发行可转换公司债券的申请进行了审议。根据会议审议 结果，公司本次向不特定对象发行可转换公司债券的申请符合发行条件、上市条件和信息披露要求。 ...

证券代码：688300 证券简称：联瑞新材 公告编号：2025-039 江苏联瑞新材料股份有限公司董事会 江苏联瑞新材料股份有限公司 2025 年 10 月 23 日 上海证券交易所上市审核委员会于 2025 年 10 月 22 日召开 2025 年第 45 次 上市审核委员会审议会议（以下简称"会议"），对江苏联瑞新材料股份有限公 司（以下简称"公司"）向不特定对象发行可转换公司债券的申请进行了审议。 根据会议审议结果，公司本次向不特定对象发行可转换公司债券的申请符合发行 条件、上市条件和信息披露要求。 公司本次向不特定对象发行可转换公司债券事项尚需获得中国证券监督管 理委员会(以下简称"证监会")作出同意注册的决定后方可实施。最终能否获得 证监会同意注册的决定及时间尚存在不确定性。公司将根据事项的进展情况，按 照相关规定和要求及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 关于向不特定对象发行可转换公司债券申请获得 上海证券交易所上市审核委员会审核通过的公告 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 ...

智通财经APP讯，联瑞新材(688300.SH)发布公告，上海证券交易所上市审核委员会于2025年10月22日 召开2025年第45次上市审核委员会审议会议，对公司向不特定对象发行可转换公司债券的申请进行了审 议。根据会议审议结果，公司本次向不特定对象发行可转换公司债券的申请符合发行条件、上市条件和 信息披露要求。 ...

格隆汇10月22日｜联瑞新材公告，上海证券交易所上市审核委员会于2025年10月22日召开2025年第45次 上市审核委员会审议会议，对江苏联瑞新材料股份有限公司向不特定对象发行可转换公司债券的申请进 行了审议。根据会议审议结果，公司本次向不特定对象发行可转换公司债券的申请符合发行条件、上市 条件和信息披露要求。公司本次向不特定对象发行可转换公司债券事项尚需获得中国证券监督管理委员 会作出同意注册的决定后方可实施。 ...

Core Viewpoint - The non-metal materials sector experienced a decline of 1.31% on October 22, with Dongfang Carbon leading the drop. The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1]. Summary by Category Stock Performance - The following stocks in the non-metal materials sector showed significant price movements: - Bingyang Technology (920675) closed at 13.21, up 9.26% with a trading volume of 163,100 shares and a turnover of 224 million yuan. - Changjiang Materials (001296) closed at 24.00, up 2.21% with a trading volume of 91,000 shares and a turnover of 219 million yuan. - Longgao Co. (605086) closed at 24.83, up 0.53% with a trading volume of 14,000 shares and a turnover of 34.87 million yuan. - Other notable declines included: - Dongfang Huizhen (920175) down 4.54% to 13.03. - Tianma New Materials (920971) down 4.00% to 34.08 [1][2]. Capital Flow - The non-metal materials sector saw a net outflow of 117 million yuan from institutional investors, while retail investors contributed a net inflow of 69.32 million yuan. Speculative funds recorded a net inflow of 47.51 million yuan [2][3]. Individual Stock Capital Flow - Key capital flow data for selected stocks: - Changjiang Materials (001296) had a net inflow of 3.58 million yuan from institutional investors, but a net outflow of 10.42 million yuan from retail investors. - KunCai Technology (603826) experienced a net inflow of 1.98 million yuan from institutional investors, but a net outflow of 1.25 million yuan from retail investors. - Strength Diamond (301071) faced a net outflow of 49.03 million yuan from institutional investors, while retail investors contributed a net inflow of 27.37 million yuan [3].

证券之星消息，10月21日非金属材料板块较上一交易日上涨1.1%，秉扬科技领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920675 | 秉扬科技 | 12.09 | 7.66% | 4.37万 | 5131.46万 | | | 920971 | 天马新材 | 35.50 | 3.53% | 4.30万 | 1.50亿 | | | 001296 | 长江材料 | 23.48 | 3.07% | 4.91万 | 1 | 1.15亿 | | 920832 | 齐鲁华信 | 8.38 | 2.82% | 1 2.22万 | 1840.30万 | | | 920175 | 东方恢赏 | 13.65 | 2.40% | 11.24万 | | 1.53亿 | | 603688 | 石英股份 | 38.98 | 2.26% | 10.26万 | | 3.9 ...

证券之星消息，10月20日非金属材料板块较上一交易日上涨2.2%，力量钻石领涨。当日上证指数报收于 3863.89，上涨0.63%。深证成指报收于12813.21，上涨0.98%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688300 | 联瑞新材 | 1170.09万 | 4.08% | -1768.18万 | -6.17% | 598.09万 | 2.09% | | 001296 长江材料 | | -322.96万 | -7.23% | -379.14万 | -8.49% | 702.10万 | 15.73% | | 605086 龙高股份 | | -476.01万 | -17.31% | 114.74万 | 4.17% | 361.27万 | 13.13% | | 603688 石英股份 | | -1045.08万 | -2.82% | 151.17万 | 0.41% ...

Investment Rating - The report maintains a "Strong Buy" rating for the oil and petrochemical sector [1]. Core Viewpoints - Geopolitical risks in the Middle East have eased, leading to a continued downward trend in oil prices. WTI crude futures fell by 1.00% and Brent crude futures by 1.21% during the period from October 10 to October 17, 2025 [6]. - OPEC's latest monthly market report maintains its global oil demand growth forecast for the next two years, predicting an increase of 1.3 million barrels per day in 2025 and 1.4 million barrels per day in 2026 [6]. - The domestic oil companies are reducing their sensitivity to oil price fluctuations through upstream and downstream integration and diversifying their oil and gas sources [7]. Summary by Sections Oil and Petrochemicals - Geopolitical tensions have decreased, resulting in a downward trend in oil prices. The easing of risks is reflected in the signing of a ceasefire agreement in Gaza and calls for further implementation of the ceasefire by the UN [6]. - The U.S. government is facing a budget impasse, which is impacting economic operations and creating uncertainty regarding fiscal policies [6]. - The report suggests that while short-term oil price risks may persist, the long-term outlook remains anchored by fundamental demand growth [7]. Fluorochemicals - The supply of popular fluorinated refrigerants is tight, leading to continued price increases. R32 refrigerant prices remain high, and R134a prices are also on the rise due to supply constraints and increasing domestic demand [6][7]. - The report highlights that the production of second-generation refrigerants is declining, while third-generation refrigerants have limited quota increases, stabilizing market competition [6]. Semiconductor Materials - The semiconductor sector is experiencing an upward cycle, supported by improving fundamentals and domestic substitution trends. The report recommends focusing on companies like Nanda Optoelectronics and Shanghai Xinyang [7].

Market Overview - The non-metal materials sector experienced a decline of 4.54% on October 17, with Tianma New Materials leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Individual Stock Performance - Tianma New Materials (code: 920971) closed at 36.72, down 9.11% with a trading volume of 56,700 shares and a transaction value of 219 million [1] - Strength Diamond (code: 301071) closed at 40.62, down 7.58% with a trading volume of 263,700 shares and a transaction value of 1.086 billion [1] - Quartz Shares (code: 603688) closed at 38.21, down 7.05% with a trading volume of 199,300 shares and a transaction value of 779 million [1] - Other notable declines include Lianrui New Materials (down 5.62%), Ningxin New Materials (down 3.15%), and Changjiang Materials (down 2.11%) [1] Capital Flow Analysis - The non-metal materials sector saw a net outflow of 225 million from main funds, while retail investors contributed a net inflow of 188 million [1] - The capital flow for individual stocks indicates that Longgao Co. (code: 605086) had a main fund net inflow of 7.38 million, while other stocks like Strength Diamond and Quartz Shares experienced significant net outflows of 56.80 million and 87.06 million respectively [2]

10月17日，联瑞新材跌5.06%，截至发稿，报53.88元/股，成交2.14亿元，换手率1.62%，总市值130.10 亿元。 资料显示，江苏联瑞新材料股份有限公司位于江苏省连云港市海州区新浦经济开发区，成立日期2002年 4月28日，上市日期2019年11月15日，公司主营业务涉及无机填料和颗粒载体行业产品的研发、制造和 销售。主营业务收入构成为：球形无机粉体57.16%，角形无机粉体26.39%，其他16.32%，其他(补 充)0.12%。 诺安研究优选混合A（008185）成立日期2020年5月9日，最新规模7128.57万。今年以来收益78.82%， 同类排名137/8160；近一年收益65.03%，同类排名527/8021；成立以来收益32.72%。 诺安研究优选混合A（008185）基金经理为邓心怡。 截至发稿，邓心怡累计任职时间3年105天，现任基金资产总规模20.09亿元，任职期间最佳基金回报 53.61%， 任职期间最差基金回报-16%。 诺安先锋混合A（320003）成立日期2005年12月19日，最新规模38.4亿。今年以来收益35.18%，同类排 名2130/8160；近一年收益45 ...