Group 1 - The core viewpoint of the news is that Nanya New Materials has seen a stock price increase of 5.17%, reaching 64.90 CNY per share, with a trading volume of 262 million CNY and a turnover rate of 1.77%, resulting in a total market capitalization of 15.237 billion CNY [1] - Nanya New Materials, established on June 27, 2000, and listed on August 18, 2020, specializes in the design, research and development, production, and sales of composite materials and products, including copper-clad laminates and bonding sheets [1] - The main revenue composition of Nanya New Materials is as follows: copper-clad laminates account for 77.25%, bonding sheets for 20.95%, and other products for 1.80% [1] Group 2 - Among the top ten circulating shareholders of Nanya New Materials, Huashan Fund's media internet mixed fund A (001071) has entered the list, holding 1.8808 million shares, which represents 0.81% of the circulating shares, with an estimated floating profit of approximately 5.9998 million CNY [2] - The Huashan Media Internet Mixed Fund A (001071) was established on May 15, 2015, with a latest scale of 4.484 billion CNY, achieving a year-to-date return of 26.61% and ranking 2628 out of 8177 in its category, while its one-year return is 69.69%, ranking 1250 out of 7982 [2]

Group 1 - The core viewpoint of the news is that Nanya New Materials experienced a 5% drop in stock price, reaching 60.79 yuan per share, with a trading volume of 186 million yuan and a turnover rate of 1.27%, resulting in a total market capitalization of 14.272 billion yuan [1] - Nanya New Materials Technology Co., Ltd. is located in Jiading District, Shanghai, established on June 27, 2000, and listed on August 18, 2020. The company's main business involves the design, research and development, production, and sales of composite materials and products, including copper-clad laminates and bonding sheets [1] - The revenue composition of Nanya New Materials is as follows: copper-clad laminates account for 77.25%, bonding sheets for 20.95%, and other supplementary products for 1.80% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Nuoan Fund has a significant position in Nanya New Materials. The Nuoan Theme Selected Mixed Fund (320012) held 180,000 shares in the second quarter, accounting for 4.95% of the fund's net value, making it the fourth-largest holding [2] - The Nuoan Theme Selected Mixed Fund (320012) was established on September 15, 2010, with a latest scale of 163 million yuan. Year-to-date returns are 24.35%, ranking 3039 out of 8248 in its category; the one-year return is 39.13%, ranking 3611 out of 8051; and since inception, the return is 210.99% [2] - The fund manager of Nuoan Theme Selected Mixed Fund (320012) is Luo Chunlei, who has been in the position for 9 years and 351 days, with the total asset scale of 163 million yuan. The best fund return during his tenure is 92.52%, while the worst is 2.88% [2]

证券代码：688519 证券简称：南亚新材 公告编号：2025-071 南亚新材料科技股份有限公司 关于参加 2025 年半年度科创板新材料行业集体业绩 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、准确性和完整性依法承担法律责任。 重要内容提示： 南亚新材料科技股份有限公司（以下简称"公司"）已于2025年08月08日在上 海证券交易所网站（https://www.sse.com.cn/）发布了公司2025年半年度报告，为 便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计 划于2025年09月18日（星期四）15:00-17:00参加2025年半年度科创板新材料行业集 体业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以网络文字互动形式召开，公司将针对2025年半年度经营成果 及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就 投资者普遍关注的问题进行回答。 （ 二 ） 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： ...

证券代码：688519 证券简称：南亚新材 公告编号：2025-070 南亚新材料科技股份有限公司 2025 年员工持股计划第一次持有人会议决议公告 本公司董事会、全体董事及相关股东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、持有人会议召开情况 南亚新材料科技股份有限公司（以下简称"公司"）2025 年员工持股计划（以 下简称"本次持股计划"或"本持股计划"）第一次持有人会议（以下简称"持有人 会议"或"会议"）于 2025 年 9 月 5 日以现场结合通讯表决方式召开，会议应出席 持有人 72 名，实际出席持有人 72 名，代表公司本次持股计划份额为 14,176,110 份，占公司本次持股计划首次授予总份额（不含预留份额）的 100%。会议由董 事会秘书张柳女士召集和主持，本次会议的召集、召开及表决程序符合相关法律 法规、规范性文件及公司本次持股计划的有关规定，会议合法有效。 二、持有人会议审议情况 经与会持有人逐项审议，通过如下议案： 为了促进公司本次持股计划日常管理的效率，根据《南亚新材料科技股份 有限公司 2025 年员工持 ...

Core Viewpoint - Nanya New Materials has shown significant stock price growth this year, with a year-to-date increase of 222.99%, despite a slight decline in the last five trading days [1][2]. Group 1: Stock Performance - As of September 3, Nanya New Materials' stock price reached 68.36 CNY per share, with a market capitalization of 16.049 billion CNY [1]. - The stock has experienced a 0.47% decline over the last five trading days, a 43.89% increase over the last 20 days, and a 73.66% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading volume) four times this year, with the most recent appearance on August 18, where it recorded a net buy of -34.7559 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Nanya New Materials reported a revenue of 2.305 billion CNY, representing a year-on-year growth of 43.06%, and a net profit attributable to shareholders of 87.1902 million CNY, up 57.69% year-on-year [2]. - The company has distributed a total of 205 million CNY in dividends since its A-share listing, with 101 million CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 10.07% to 6,378, while the average number of circulating shares per person increased by 11.19% to 36,421 shares [2]. - New institutional shareholders include Guotai Asset Management and Huashan Media Internet Fund, while E Fund Supply-side Reform Mixed Fund has exited the top ten circulating shareholders list [3].

Core Viewpoint - The company has successfully completed the non-trading transfer of its 2025 employee stock ownership plan, with a total of 72 employees participating and a final subscription amount of 669,000 shares at a price of 21.19 yuan per share [1][2]. Group 1: Employee Stock Ownership Plan Details - The 2025 employee stock ownership plan was approved during the board and supervisory meetings held on June 25, 2025, and the relevant announcements were disclosed on June 26 and July 15, 2025 [1]. - A total of 72 employees participated in the plan, with 669,000 shares being subscribed from the company's repurchased A-shares [1][2]. - The plan has a duration of 24 months, with a minimum holding period of 12 months, and the shares will be locked for 12 months from the date of transfer [2]. Group 2: Implementation and Monitoring - The company will continue to monitor the implementation of the employee stock ownership plan and fulfill its information disclosure obligations as required by relevant laws and regulations [2].

证券代码：688519 证券简称：南亚新材 公告编号：2025-069 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》及《上 海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》的要求，现将 本次持股计划的实施进展情况公告如下： 在认购缴款阶段，2 名参与对象由于个人原因离职放弃认购其拟获授的全部 份额；1 名参与对象被取消资格。根据参与对象实际认购情况及最终缴款审验结 果，公司 2025 年员工持股计划实际参与认购的员工共计 72 人，最终认购份额为 14,176,110 万份，缴纳认购资金总额为 14,176,110 万元，认购份额对应股份数 量为 66.90 万股，股票来源为公司回购专用证券账户持有的公司 A 股普通股股 票。 2025 年 9 月 2 日，公司收到中国证券登记结算有限责任公司出具的《证券 过户登记确认书》，公司回购专用证券账户中所持有的 66.90 万股公司股票已于 2025 年 9 月 1 日以非交易过户的方式过户至公司 2025 年员工持股计划证券账户 中，过户价格为 21.19 元/股。 截至本公告披露日，公司 2025 年员工持股计划证券账户持有公司股份 ...

Market Overview - On September 2, the component sector experienced a decline of 5.86%, with Nanya Technology leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Individual Stock Performance - Notable declines included: - Nanya Technology: closed at 66.99, down 10.09% with a trading volume of 86,400 and a turnover of 601 million [2] - Xinsen Technology: closed at 19.60, down 10.01% with a trading volume of 2,024,900 and a turnover of 4.121 billion [2] - Deep South Circuit: closed at 179.89, down 10.00% with a trading volume of 198,600 and a turnover of 3.754 billion [2] - Other significant declines included Jianghai Co., Ltd. at 32.98, down 9.99%, and Shengyi Technology at 49.50, down 9.79% [2] Capital Flow Analysis - The component sector saw a net outflow of 6.377 billion from institutional investors, while retail investors contributed a net inflow of 5.872 billion [2][3] - The table of capital flow indicates that: - Mingyang Circuit had a net outflow of 32.6271 million from institutional investors [3] - Xinjie Technology saw a net inflow of 10.4327 million from retail investors [3] - ST Dongjing experienced a net outflow of 2.6864 million from institutional investors but a net inflow of 2.1320 million from retail investors [3]

Group 1 - The company, Nanya New Materials (688519.SH), announced the sale of 127,599 shares that were repurchased on August 11, 2025, at an average price of 45.272 CNY per share, representing 0.05% of the total share capital [1] - As of August 31, 2025, the company has reduced its holdings by 2,315,470 shares through centralized bidding, with an average selling price of 51.14 CNY per share, accounting for 0.99% of the total share capital [1] - The total number of shares reduced by the company through the repurchase account amounts to 2,315,470 shares at an average price of 51.14 CNY per share, which also represents 0.99% of the total share capital [1]

证券代码：688519 证券简称：南亚新材 公告编号：2025-068 回购股份的基本情况 南亚新材料科技股份有限公司（以下简称"公司"）于 2024 年 2 月 21 日至 2024 年 4 月 16 日期间累计回购公司股份 7,866,401 股。前述股份将于回购完成 公告披露十二个月后采用集中竞价交易方式出售，并在回购完成公告披露后三年 内完成出售，若公司未能在上述期限内完成出售，未实施出售部分股份将履行相 关程序予以注销。 减持计划的进展情况 2025 年 7 月 14 日，公司在上海证券交易所网站（www.sse.com.cn）披露了 《关于回购股份集中竞价减持计划的公告》，公司计划自本公告之日起 15 个交 易日后的三个月内，通过集中竞价交易方式，按市场价格减持不超过 2,347,710 股的已回购股份，占公司总股本不超过 1%。若此期间公司有送股、资本公积金 转增股本等导致公司股本数量变动的情形，公司将对减持数量进行相应调整。 2025 年 8 月 11 日，公司首次出售已回购股份 127,599 股，减持均价为 45.272 元/股，减持股份数量占公司总股本 0.05%。截至 2025 年 8 ...