（文章来源：证券日报） 证券日报网讯楚江新材10月22日在互动平台回答投资者提问时表示，子公司顶立科技主要围绕"四高两 涂一装备"的技术和产品布局，其生产的99.9999%纯度的"高纯碳粉"目前已实现小批量销售，主要应用 于锂离子负极材料、SiC单晶、人造钻石、莫桑石、核石墨等领域。 ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年8月中国精炼铜(电解铜)产量为130万吨，同比增长14.8%；2025年1-8 月中国精炼铜(电解铜)累计产量为989.1万吨，累计增长10.1%。 2020-2025年1-8月中国精炼铜(电解铜)产量统计图 上市企业：江西铜业（600362）,云南铜业（000878）,紫金矿业（601899）,铜陵有色（000630）,西部矿 业（601168）,白银有色（601212）,楚江新材（002171）,海亮股份（002203）,鑫科材料（600255）,锡 业股份（000960） 相关报告：智研咨询发布的《2025-2031年中国电解铜箔行业市场现状分析及投资前景评估报告》 ...

Core Insights - A total of 134 companies have announced their performance forecasts for the first three quarters, with 106 companies expecting profit increases, representing 79.10% of the total [1] - The overall proportion of companies reporting positive forecasts is 85.82%, with 9 companies expecting profits and 13 companies forecasting declines [1] - Among the companies with positive forecasts, 49 are expected to see net profit growth exceeding 100%, while 42 companies anticipate growth between 50% and 100% [1] Company Performance - XianDa Co. is projected to have the highest net profit growth at 3009.81% for the first three quarters [2] - ChuJiang New Materials and YingLian Co. follow with expected net profit growth of 2150.09% and 1602.05%, respectively [2] - The electronics, basic chemicals, and non-ferrous metals sectors have the most companies expecting profit growth, with 9, 7, and 5 companies respectively [1] Stock Market Trends - Since July, stocks expected to double their profits have averaged a 26.64% increase, outperforming the Shanghai Composite Index [2] - GuangKu Technology has seen the largest increase, with a cumulative rise of 137.68% since July [2] - In terms of capital flow, GuangKu Technology, YaHua Group, and YuanDa Intelligent have experienced significant net inflows of 449.14 million, 162.03 million, and 129.08 million yuan, respectively [2] Sector Analysis - The main board, ChiNext, and STAR Market have 32, 9, and 8 companies, respectively, that are expected to double their profits [1] - The electronics sector is particularly strong, with several companies showing significant profit growth and stock performance [2]

Core Insights - The report indicates that the current market sentiment is at a high level, with a score of 80, categorizing it as "overheated" [5][8] - The report highlights three key investment themes: energy storage, eSIM technology, and nuclear fusion, each showing significant growth potential [5] Energy Storage - The "New Energy Storage Special Action Plan" in China aims for an installed capacity of 180 million kilowatts by 2027, attracting direct investments of 250 billion yuan, with policies enhancing project IRR to over 8% [5] - Overseas orders for energy storage are expected to surge by 220% year-on-year in the first half of 2025, reaching 160 GWh, indicating a shift in supply-demand dynamics [5] - Key companies in this sector include CATL (300750) and Sungrow Power (300274) [5] eSIM Technology - China Unicom launched its eSIM service on October 13, with over 60,000 reservations, indicating strong market interest [5] - The revival of eSIM services by the three major telecom operators in China is expected to accelerate commercial adoption [5] - Relevant companies include Eastcompeace Technology (002017) and Unisoc (002049) [5] Nuclear Fusion - The CRAFT project in China achieved a significant breakthrough with the successful testing of a key component, demonstrating a steady thermal load capacity of 20 MW/m² [5] - This development marks a milestone in the creation of the largest and highest thermal load filter prototype designed independently in China [5] - Companies involved in this field include Chuangyuan New Materials (002171) and Hongxun Technology (603015) [5]

Core Points - Chujiang New Materials announced the convening of the third employee stock ownership plan holder meeting on October 21, 2025, to review the adjustment of the management committee members [1] - Due to personal reasons, Mr. Lu Ronggui will no longer serve as a member of the management committee, and Mr. Li Xu has been elected to replace him, with a term lasting until the expiration of the third employee stock ownership plan [1]

Core Points - Chujiang New Materials announced an extension of its third employee stock ownership plan for an additional 12 months, now set to expire on March 5, 2026 [2] - As of the announcement date, the remaining shares under the employee stock ownership plan amount to 1,850,959 shares, representing 0.11% of the company's total share capital [2] - The management committee of the employee stock ownership plan will handle the disposal of remaining rights during the extended period and will fulfill relevant information disclosure obligations [2]

安徽楚江科技新材料股份有限公司（以下简称"公司"）于 2025 年 10 月 21 日召开公司第三期员工持股计划持有人会议，审议通过了 《关于调整第三期员工持股计划管理委员会委员的议案》。 由于第三期员工持股计划管理委员会委员路荣贵先生因个人原因， 不再担任管理委员会委员职务，为了更好地保障员工持股计划的整体 利益，本次持有人会议决议补选李旭先生为管理委员会委员，任期为 本次持有人会议审议通过之日起至第三期员工持股计划的存续期届满 之日止。 证券代码：002171 证券简称：楚江新材 公告编号：2025－110 安徽楚江科技新材料股份有限公司 关于调整第三期员工持股计划管理委员会委员的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 李旭先生将与吴明辉先生、张辉先生共同组成公司第三期员工持 股计划管理委员会。 李旭先生未在公司控股股东或者实际控制人单位担任职务，不是 持有公司 5%以上股东、董事、高级管理人员，且与前述主体不存在关 联关系。 二〇二五年十月二十一日 特此公告。 安徽楚江科技新材料股份有限公司董事会 ...

证券代码：002171 证券简称：楚江新材 公告编号：2025-111 安徽楚江科技新材料股份有限公司 关于第三期员工持股计划存续期展期即将届满的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 特别提示：截至本公告日，安徽楚江科技新材料股份有限公司第 三期员工持股计划剩余公司股份1,850,959股，占公司总股本比例 0.11%。 安徽楚江科技新材料股份有限公司（以下简称"公司"）于2025 年2月28日召开的第六届董事会第三十一次会议审议通过了《关于公司 第三期员工持股计划存续期展期的议案》，鉴于公司第三期员工持股 计划（以下简称"本员工持股计划"）剩余公司股份1,850,959股，且 存续期即将届满，同意公司第三期员工持股计划存续期展期12个月， 至2026年3月5日止。截至本公告日，上述剩余股份未出售。 鉴于本员工持股计划展期后的存续期即将届满，根据《深圳证券 交易所上市公司自律监管指引第1号——主板上市公司规范运作》等相 关规定，现将相关情况公告如下： 一、本员工持股计划基本情况及存续期情况 （一）员工持股计划基本情况 公司于2018年6月 ...

Core Viewpoint - The battery recycling concept continues to gain momentum, with stocks such as Fulongma hitting the daily limit, and companies like Disenli, Chuangjiang New Materials, Changjiu Logistics, Boschke, Ningbo Jingda, and Qidi Environment also experiencing upward movement [1] Group 1 - The strong performance of Fulongma indicates a significant interest in the battery recycling sector [1] - Other companies in the battery recycling space are also benefiting from this trend, showcasing a broader market enthusiasm [1]

Group 1 - The defense and military industry sector is experiencing a strong performance, with the core Defense and Military ETF (512810) rising by 1.47% [1] - There has been significant capital inflow into the Defense and Military ETF, with an increase of 77.72 million yuan in a single day, marking seven consecutive days of accumulation totaling over 150 million yuan [1] - The third-quarter earnings forecasts for the five constituent stocks of the Defense and Military ETF indicate collective growth, with Chujiang New Materials expected to see a net profit increase of over 22 times year-on-year [3][4] Group 2 - The earnings forecasts for the constituent stocks show substantial increases, with China Shipbuilding and Zongshen Power projecting net profit growth rates exceeding 100% [3][4] - The defense and military industry is anticipated to enter a new growth cycle, driven by the focus on next-generation equipment and the rapid expansion of information and intelligent systems [4] - The changing landscape of the Middle East arms trade is expected to expand China's potential demand, alongside the expectations from the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan" [4] Group 3 - The Defense and Military ETF (512810) serves as an efficient tool for investing in core assets of the defense and military sector, covering various trending themes such as controlled nuclear fusion, commercial aerospace, and military AI [5]