Market Overview - The non-metal materials sector experienced a decline of 2.65% on October 31, with the leading stock, Strength Diamond, falling significantly [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Notable gainers in the non-metal materials sector included: - Tianma New Materials (Code: 920971) with a closing price of 38.88, up 3.35% and a trading volume of 110,800 shares, totaling a transaction value of 433 million [1] - Ningxin New Materials (Code: 920719) closed at 15.93, up 2.71% with a trading volume of 75,000 shares, totaling 121 million [1] - Conversely, significant decliners included: - Strength Diamond (Code: 301071) closed at 38.46, down 8.43% with a trading volume of 232,900 shares, totaling 909 million [2] - Suotong Development (Code: 603612) closed at 24.62, down 4.80% with a trading volume of 327,800 shares, totaling 812 million [2] Capital Flow - The non-metal materials sector saw a net outflow of 156 million from institutional investors, while retail investors contributed a net inflow of 1.31 billion [2][3] - The capital flow for specific stocks showed: - Strength Diamond had a net outflow of 97.86 million from institutional investors, while retail investors had a net inflow of 81.84 million [3] - Suotong Development experienced a net outflow of 36.16 million from retail investors [3]

Market Overview - The non-metal materials sector experienced a decline of 0.86% on October 30, with Bingyang Technology leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers included: - Liliang Diamond (301071) with a closing price of 42.00, up 3.86% and a trading volume of 359,600 shares, totaling 1.466 billion yuan [1] - Tianma New Materials (920971) closed at 37.62, up 3.12% with a trading volume of 108,700 shares, totaling 406 million yuan [1] - Significant decliners included: - Bingyang Technology (920675) closed at 12.13, down 5.23% with a trading volume of 70,500 shares, totaling 87.4716 million yuan [2] - Quartz Shares (603688) closed at 42.08, down 2.05% with a trading volume of 260,200 shares, totaling 1.117 billion yuan [2] Capital Flow - The non-metal materials sector saw a net outflow of 210 million yuan from institutional investors, while retail investors had a net inflow of 266 million yuan [2][3] - The capital flow for key stocks showed: - Liliang Diamond had a net outflow of 34.2155 million yuan from institutional investors, but a net inflow of 30.9384 million yuan from retail investors [3] - Longgao Co. (605086) experienced a net outflow of 1.7845 million yuan from institutional investors, with a net inflow of 1.0490 million yuan from retail investors [3]

证券代码：001296 证券简称：长江材料 公告编号：2025-046 重庆长江造型材料（集团）股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及5% 整数倍暨披露简式权益变动报告书的提示性公告 公司控股股东、实际控制人、董事长熊鹰先生及其一致行动人熊杰 先生、熊帆先生、熊寅先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的 信息一致。 重庆长江造型材料（集团）股份有限公司（以下简称"公司"） 于 2025 年 9 月 6 日披露了《关于控股股东、实际控制人股份减持的 预披露公告》（公告编号：2025-034），公司控股股东、实际控制人、 董事长熊鹰先生自减持计划公告披露之日起 15 个交易日后的 3 个月 内（即 2025 年 9 月 29 日至 2025 年 12 月 28 日），以集中竞价和大宗 交易方式减持公司股份不超过 4,386,100 股。其中，以集中竞价交易 方式减持股份数量不超过 1,462,030 股，以大宗交易方式减持股份数 量不超过 2,924,070 股。 近日，公司收到熊鹰先 ...

重庆长江造型材料（集团）股份有限公司 简式权益变动报告书 上市公司名称：重庆长江造型材料（集团）股份有限公司 股票上市地点：深圳证券交易所 股票简称：长江材料 股票代码：001296 信息披露义务人：熊鹰 住所和通讯地址：重庆市渝北区***** 信息披露义务人之一致行动人一：熊杰 住所和通讯地址：重庆市渝北区***** 信息披露义务人之一致行动人二：熊帆 住所和通讯地址：重庆市渝北区***** 信息披露义务人之一致行动人三：熊寅 住所和通讯地址：重庆市渝北区***** 签署日期：2025年10月27日 信息披露义务人及其一致行动人声明 一、本报告书系信息披露义务人及其一致行动人依据《中华人民共和国公司法》《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》等相关法律、法规编写。 二、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。 二、依据《中华人民共和国证券法》《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重庆长江造型材料（集团）股份有限公司拥有权 益的股份变动情况。 截至本报告书签署 ...

Core Insights - The non-metal materials sector experienced a significant increase of 2.63% on October 27, with Lianrui New Materials leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance - Lianrui New Materials (688300) closed at 63.63, with a rise of 10.28% and a trading volume of 129,000 shares, amounting to a transaction value of 825 million yuan [1] - Suotong Development (603612) rose by 4.15% to close at 25.60, with a trading volume of 250,200 shares and a transaction value of 639 million yuan [1] - Longgao Co., Ltd. (605086) increased by 3.34% to 24.72, with a trading volume of 26,700 shares and a transaction value of 65.33 million yuan [1] - Tianma New Materials (920971) saw a 2.49% increase, closing at 32.96, with a trading volume of 28,400 shares and a transaction value of 93.34 million yuan [1] - Kuncai Technology (603826) had a marginal increase of 0.16%, closing at 18.47, with a trading volume of 23,600 shares and a transaction value of 43.63 million yuan [1] - Qilu Huaxin (920832) and Dongfang Xiyuan (920175) experienced slight declines of 0.24% and 0.39%, respectively [1] Capital Flow - The non-metal materials sector saw a net outflow of 120 million yuan from institutional investors, while retail investors contributed a net inflow of 171 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors showed interest in the sector [2] Detailed Capital Flow Analysis - Longgao Co., Ltd. (605086) had a net outflow of 2.27 million yuan from institutional investors but a net inflow of 1.54 million yuan from retail investors [3] - Kuncai Technology (603826) experienced a net outflow of 1.27 million yuan from institutional investors, while retail investors contributed a net inflow of 0.78 million yuan [3] - Lianrui New Materials (688300) faced a net outflow of 4.81 million yuan from institutional investors, but retail investors contributed a significant net inflow of 8.08 million yuan [3]

Group 1 - A new company named Shandong Xiangxing New Materials Co., Ltd. has been established, with a focus on new material technology promotion and heat production and supply services [1] - The legal representative of the new company is You Shaohua, indicating a structured leadership [1] - The company is jointly held by Changjiang Materials (001296) and other stakeholders, reflecting collaboration within the industry [1]

Core Viewpoint - Shandong Xiangxing New Materials Co., Ltd. has been established, indicating growth in the new materials sector and potential investment opportunities in this area [1] Company Summary - The legal representative of Shandong Xiangxing New Materials Co., Ltd. is You Shaohua [1] - The company’s business scope includes new material technology promotion services, sales of casting molding materials, and thermal production and supply [1] - The company is jointly held by Changjiang Materials (001296) and others, suggesting strategic partnerships in the industry [1]

Core Insights - The company reported a significant increase in net profit for Q3 2025, with a year-on-year growth of 76.82% and proposed a cash dividend of 2 yuan per 10 shares [1][2] Financial Performance - For the first three quarters of 2025, the company achieved an operating income of 834 million yuan, representing a 17% year-on-year increase [1] - The net profit for the same period was 114 million yuan, up 22.69% year-on-year, with a non-deducted net profit of 110 million yuan, reflecting a 23.84% increase [1] - Basic earnings per share reached 0.7777 yuan, marking a 25.31% increase compared to the previous year [1] - In Q3 2025 alone, the company generated an operating income of 321 million yuan, a 29.28% increase year-on-year, and a net profit attributable to shareholders of 40.32 million yuan, which is a substantial increase of 76.82% [1] - The non-deducted net profit for Q3 was 37.98 million yuan, showing an impressive growth of 80.46% [1] Cash Flow and Non-Recurring Gains - The company reported a net cash flow from operating activities of 185 million yuan, which is an 87.64% increase, primarily due to a higher cash collection ratio from sales during the reporting period [1] - Non-recurring gains and losses for the first three quarters amounted to 4.03 million yuan, mainly from government subsidies and cash management product returns [1] Dividend Distribution - The company plans to distribute a total cash dividend of 29.24 million yuan (including tax) to all shareholders, with no stock dividends or capital reserve transfers [2] - The board approved the profit distribution plan during the fifth meeting of the fifth board session held on October 22 [2] Financial Structure Changes - The company experienced notable adjustments in its financial structure, with cash and cash equivalents decreasing by 25.85% compared to the end of the previous year, attributed to acquiring oil and gas exploration rights [2] - Trading financial assets increased by 49.07%, due to the rise in cash management products that have not yet matured [2]

Group 1 - The core point of the article is that Changjiang Materials (001296) reported a total of 17,984 shareholders as of October 20, 2025 [1]

证券日报网讯 10月22日晚间，长江材料发布2025年第三季度报告称，2025年第三季度公司实现营业收 入321，172，903.17元，同比增长29.28%；归属于上市公司股东的净利润为40，320，531.93元，同比 增长76.82%。 （文章来源：证券日报） ...