Market Overview - On September 18, the component sector rose by 0.81% compared to the previous trading day, with Nanya Technology leading the gains [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Top Performers - Nanya Technology (688519) closed at 81.07, up 10.36% with a trading volume of 115,500 shares and a turnover of 926 million [1] - Guanghe Technology (001389) closed at 84.33, up 10.01% with a trading volume of 204,300 shares and a turnover of 1.687 billion [1] - Huazheng New Materials (603186) closed at 43.44, up 10.00% with a trading volume of 190,500 shares and a turnover of 804 million [1] - Other notable gainers include Huhua Electric (002463) up 6.38%, Shengyi Technology (600183) up 5.40%, and ChaoSheng Electronics (000823) up 5.09% [1] Underperformers - Sihui Fushi (300852) closed at 45.89, down 5.17% with a trading volume of 153,700 shares and a turnover of 710 million [2] - Jianghai Co. (002484) closed at 32.65, down 3.91% with a trading volume of 531,700 shares and a turnover of 1.773 billion [2] - Shiyun Circuit (603920) closed at 48.01, down 3.30% with a trading volume of 759,500 shares and a turnover of 3.744 billion [2] Capital Flow - The component sector experienced a net outflow of 1.877 billion from institutional investors, while retail investors saw a net inflow of 807 million [2][3] - Notable net inflows from retail investors were observed in companies like Xingsen Technology (002436) and Shengyi Technology (600183) [3] Summary of Individual Stocks - Xingsen Technology (002436) had a net inflow of 554 million from institutional investors, while retail investors saw a net outflow of 448 million [3] - Shengyi Technology (600183) had a net inflow of 335 million from institutional investors, with a net outflow of 227 million from retail investors [3] - Guanghe Technology (001389) had a net inflow of 135 million from institutional investors, with a net outflow of 48 million from retail investors [3]

Group 1 - The Shanghai Stock Exchange's Innovation Value Index (950333) rose by 1.85%, with notable stock performances including Nanya New Materials (688519) up 17.07%, and Xinan Century (688201) up 14.07% [1] - Nearly 400 foreign institutions have conducted intensive research on A-share listed companies, with a total of around 1800 research instances, indicating sustained interest in Chinese assets [1] - Foreign institutions are focusing on high-end manufacturing and technological innovation sectors, particularly in industrial machinery, electrical equipment, electronic instruments, and healthcare [1] Group 2 - According to CITIC Securities, AI technology is rapidly integrating into various industries, leading to a continuous increase in demand for computing power due to large-scale AI models and massive data [1] - The semiconductor industry is a key battleground in the new wave of technological transformation, with semiconductor equipment being crucial for this sector [1] - The ongoing technological transformation is expected to accelerate domestic substitution, with significant replacement potential in areas with low domestic production rates [1] Group 3 - From a global liquidity perspective, the limited rise in U.S. inflation and a weakening job market have strengthened market expectations for a Federal Reserve interest rate cut [2] - The weakening U.S. dollar index may support the performance of A-shares, enhancing the outlook for the market [2] - The Innovation Value ETF closely tracks the Shanghai Stock Exchange's Innovation Value Index, which includes 100 companies with strong technological innovation capabilities, low valuations, and good profit quality [2]

证券日报网讯 9月17日晚间，南亚新材发布公告称，公司于2025年9月17日收到中国证券登记结算有限 责任公司上海分公司出具的《过户登记确认书》，公司已完成了2024年限制性股票激励计划首次授予部 分第一个归属期归属的股份登记工作。本次归属限制性股票归属数量：281，200股；本次归属股票来 源：公司自二级市场回购的公司A股普通股股票。 （文章来源：证券日报） ...

关于2024年限制性股票激励计划首次授予部分 第一个归属期归属结果公告 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。 证券代码：688519 证券简称：南亚新材 公告编号：2025-072 南亚新材料科技股份有限公司 （三）2024年4月15日，公司召开2024年第一次临时股东大会，会议审议通过了 《关于公司<2024年限制性股票激励计划（草案）>及其摘要的议案》《关于公司 <2024年限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授权 董事会办理公司2024年限制性股票激励计划相关事宜的议案》。2024年4月16日，公 司于上海证券交易所网站（www.sse.com.cn）披露了《南亚新材料科技股份有限公 司2024年第一次临时股东大会决议公告》《南亚新材料科技股份有限公司关于2024 年限制性股票激励计划内幕信息知情人买卖公司股票及其衍生品种情况的自查报 告》。 （四）2024年4月26日，公司召开第三届董事会第九次会议和第三届监事会第七 次会议，会议审议通过了《关于调整2024年限制性股票激励计划相 ...

Group 1 - The core viewpoint of the news is the performance and financial metrics of Nanya New Materials, highlighting its stock price increase and market capitalization [1] - Nanya New Materials, established on June 27, 2000, specializes in the design, research and development, production, and sales of composite materials, primarily copper-clad laminates and bonding sheets [1] - The company's main revenue composition includes 77.25% from copper-clad laminates, 20.95% from bonding sheets, and 1.80% from other sources [1] Group 2 - Dongxing Fund has a significant holding in Nanya New Materials, with its Dongxing Digital Economy Mixed Fund A reducing its holdings by 8,035 shares in the second quarter, now holding 47,700 shares, which represents 5.38% of the fund's net value [2] - The fund has achieved a year-to-date return of 32.24%, ranking 1,906 out of 8,175 in its category, and a one-year return of 71.51%, ranking 1,155 out of 7,982 [2] - The fund manager, Zhou Hao, has been in charge for 1 year and 240 days, with the best and worst fund returns during his tenure being 33.58% and 33.36%, respectively [3]

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].