Core Viewpoint - Lianrui New Materials Co., Ltd. has shown a positive stock performance and financial growth, indicating potential investment opportunities in the inorganic filler and particle carrier industry. Group 1: Stock Performance - On September 12, Lianrui's stock rose by 2.07%, reaching 56.18 CNY per share, with a trading volume of 186 million CNY and a turnover rate of 1.40%, resulting in a total market capitalization of 13.566 billion CNY [1] - Year-to-date, Lianrui's stock price has increased by 14.29%, with a 6.22% rise over the last five trading days, a 3.85% decline over the last 20 days, and a 31.11% increase over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, Lianrui achieved a revenue of 519 million CNY, representing a year-on-year growth of 17.12%, and a net profit attributable to shareholders of 139 million CNY, up by 18.01% year-on-year [2] - Since its A-share listing, Lianrui has distributed a total of 381 million CNY in dividends, with 242 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of June 30, 2025, Lianrui had 7,692 shareholders, a decrease of 3.27% from the previous period, with an average of 31,392 circulating shares per shareholder, an increase of 34.39% [2] - Notable institutional shareholders include Nuoan Pioneer Mixed A, which holds 1.4602 million shares, and Xinao Craftsmanship Selected Mixed, which increased its holdings by 63,200 shares to 1.3799 million shares [3]

Market Performance - The non-metal materials sector increased by 2.99% on September 11, with Lianrui New Materials leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Stock Performance - Lianrui New Materials (688300) closed at 55.04, up 6.34% with a trading volume of 73,300 shares and a turnover of 393 million yuan [1] - Quartz Co. (603688) closed at 38.79, up 4.27% with a trading volume of 173,400 shares and a turnover of 663 million yuan [1] - Strength Diamond (301071) closed at 30.49, up 2.73% with a trading volume of 60,900 shares and a turnover of 184 million yuan [1] - Other notable stocks include Suotong Development (603612) at 27.77, up 2.43%, and Qilu Huaxin (830832) at 8.91, up 1.25% [1] Capital Flow - The non-metal materials sector saw a net inflow of 25.82 million yuan from institutional investors, while retail investors experienced a net outflow of 72.27 million yuan [2][3] - The main capital inflow was observed in Quartz Co. with a net inflow of 35.55 million yuan from institutional investors [3] - Lianrui New Materials experienced a net outflow of 19.01 million yuan from institutional investors [3]

Core Viewpoint - Lianrui New Materials Co., Ltd. experienced a stock price increase of 5.06% on September 11, reaching 54.38 CNY per share, with a trading volume of 297 million CNY and a market capitalization of 13.131 billion CNY [1] Company Overview - Lianrui New Materials, established on April 28, 2002, and listed on November 15, 2019, is located in Lianyungang City, Jiangsu Province. The company specializes in the research, manufacturing, and sales of inorganic fillers and particle carrier products [1] - The revenue composition of the company includes spherical inorganic powder (57.16%), angular inorganic powder (26.39%), and other products (16.32%) [1] Shareholder Insights - Noan Fund's Noan Pioneer Mixed A (320003) fund entered the top ten circulating shareholders of Lianrui New Materials in the second quarter, holding 1.4602 million shares, which is 0.6% of the circulating shares. The estimated floating profit for today is approximately 3.8257 million CNY [2] - Noan Pioneer Mixed A has a total asset size of 3.84 billion CNY and has achieved a year-to-date return of 27.82%, ranking 2475 out of 8175 in its category [2] Fund Performance - Noan Research Preferred Mixed A (008185) holds 77,800 shares of Lianrui New Materials, making it the fourth-largest holding in the fund, with a net asset proportion of 4.89%. The estimated floating profit for today is around 203,700 CNY [4] - Noan Research Preferred Mixed A was established on May 9, 2020, with a total asset size of 71.2857 million CNY. It has achieved a year-to-date return of 33.14%, ranking 1768 out of 8175 in its category [4]

关于召开2025年半年度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025年09月18日（星期四）09:00-10:00 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688300 证券简称：联瑞新材 公告编号：2025-032 江苏联瑞新材料股份有限公司 董事会秘书、财务负责人：柏林女士 独立董事：潘东晖先生 如有特殊情况，参会人员将可能进行调整。 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于2025年09月11日（星期四）至09月17日（星期三）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱novoinfo@novoray.com进行提问。公司将在说明会上对投资者普遍 关注的问题进行回答。 江苏联瑞新材料股份有限公司（以下简称"公司"）已于2025年8月27日发布公司2025年半年度报告，为 便于广大投资者更全面深入地 ...

格隆汇9月9日丨联瑞新材(688300.SH)在互动平台表示，公司超细球形二氧化硅等产品可应用于3D打 印，目前销售占比较小，若未来3D打印材料市场需求增长，将对我司产品销售产生积极推动。 ...

Core Viewpoint - The company, Lianrui New Materials (688300.SH), has indicated that its ultra-fine spherical silica products can be applied in 3D printing, which currently has a small sales proportion. However, an increase in demand for 3D printing materials in the future could positively impact the company's product sales [1] Group 1 - The company's ultra-fine spherical silica products are suitable for 3D printing applications [1] - Current sales from 3D printing materials are relatively low [1] - Future growth in the 3D printing materials market could drive sales for the company's products [1]

证券代码：688300 证券简称：联瑞新材 公告编号：2025-032 会议召开时间：2025 年 09 月 18 日（星期四）09:00-10:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 （一） 会议召开时间：2025 年 09 月 18 日（星期四）09:00-10:00 （二） 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 江苏联瑞新材料股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 投资者可于 2025 年 09 月 11 日（星期四）至 09 月 17 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 novoinfo@novoray.com 进行提问。公司将在说明会上对投资者普遍关注的 ...

机构持仓方面，截止2025年6月30日，联瑞新材十大流通股东中，诺安先锋混合A（320003）位居第八 大流通股东，持股146.02万股，为新进股东。信澳匠心臻选两年持有期混合（010363）位居第九大流通 股东，持股137.99万股，相比上期增加6.32万股。国寿安保智慧生活股票A（001672）位居第十大流通 股东，持股135.16万股，相比上期增加31.19万股。 责任编辑：小浪快报 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%。 联瑞新材所属申万行业为：基础化工-非金属材料Ⅱ-非金属材料Ⅲ。所属概念板块包括：HBM概念、电 子化学品、先进封装、中盘、半导体等。 截至6月30日，联瑞新材股东户数7692.00，较上期减少3.27%；人均流通股31392股，较上期增加 34.39%。2025年1月-6月，联瑞新材实现营业收入5.19亿元 ...

Group 1 - The core viewpoint of the article highlights the current state and future trends of the non-metallic mineral products industry in China, as reported by Zhiyan Consulting [1] - As of January to July 2025, the number of enterprises in the non-metallic mineral mining and selection industry is 4,002, which represents a decrease of 41 compared to the same period last year, reflecting a year-on-year decline of 1.01% [1] - The proportion of non-metallic mineral mining and selection enterprises in the total industrial enterprises is 0.77% [1] Group 2 - The report indicates that the threshold for large-scale industrial enterprises has been raised from an annual main business income of 5 million to 20 million yuan since 2011 [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1] - The consulting firm emphasizes its commitment to delivering quality services and market insights to empower investment decisions [1]

Market Overview - On September 4, the non-metal materials sector declined by 1.71% compared to the previous trading day, with Lianrui New Materials leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the non-metal materials sector included: - Changjiang Materials, up 10.00% to 26.40, with a trading volume of 183,900 shares and a turnover of 470 million yuan [1] - Ningxin New Materials, up 7.58% to 19.88, with a trading volume of 265,300 shares and a turnover of 528 million yuan [1] - Tianma New Materials, up 4.44% to 40.69, with a trading volume of 104,800 shares and a turnover of 419 million yuan [1] - Lianrui New Materials saw a decline of 4.45% to 50.50, with a trading volume of 74,900 shares and a turnover of 385 million yuan [2] Capital Flow - The non-metal materials sector experienced a net inflow of 147 million yuan from institutional investors, while retail investors saw a net outflow of 59.57 million yuan [2] - The capital flow for key stocks showed: - Changjiang Materials had a net inflow of 157 million yuan from institutional investors, while retail investors had a net outflow of 78.39 million yuan [3] - Lianrui New Materials had a net outflow of 17.98 million yuan from institutional investors, with a net inflow of 27.89 million yuan from retail investors [3]