Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 14,314.78 points with a growth rate of 1.12% on August 5, indicating positive market sentiment in this industry [1] Company Performance - Keshun Co. closed at 5.60 CNY per share, leading the sector with a growth of 5.86% [1] - Filinger Co. closed at 20.42 CNY per share, with a growth of 5.42%, ranking second in the sector [1] - *ST Yazhen closed at 26.10 CNY per share, with a growth of 4.99%, ranking third [1] - Songlin Technology closed at 28.78 CNY per share, leading the decline with a drop of 4.00% [1] - Yangzi New Materials closed at 4.02 CNY per share, with a decline of 2.43%, ranking second in losses [1] - Oppein Home closed at 53.28 CNY per share, with a decline of 1.37%, ranking third in losses [1] Industry Outlook - Dongwu Securities released a report indicating that the home decoration industry is expected to benefit significantly from the old-for-new subsidy and service consumption stimulus policies in Q3 of 2025 [1] - The real estate chain is nearing a clearing phase, with a significant improvement in supply dynamics, suggesting a stable demand in 2025 and marking a turning point for long-term cycles [1] - The report emphasizes a preference for undervalued consumer leaders and expansion-oriented companies within the sector [1] - In the event of a rapid decline in external demand, infrastructure projects in central and western regions may serve as a potential relief measure [1]

Group 1 - The stock price of Yangzi New Materials experienced fluctuations on August 4, opening at 4.18 yuan, reaching a high of 4.25 yuan, a low of 4.00 yuan, and closing at 4.12 yuan, down 1.90% from the previous trading day [1] - The company specializes in the research, production, and sales of new building decoration materials, including various types of decorative boards and rolls [1] - The company is registered in Suzhou, Jiangsu Province, and belongs to the renovation and building materials industry sector [1] Group 2 - On that day, the net inflow of main funds was 16.58 million yuan, with a cumulative net inflow of 30.99 million yuan over the past five trading days [1] - There was a rapid rebound in stock price, with a reported price of 4.17 yuan at 13:04, showing an increase of over 2% within five minutes [1]

Core Viewpoint - The renovation and building materials sector experienced a slight increase of 0.44% on August 1, with Yangzi New Materials leading the gains, while the overall market indices, Shanghai Composite and Shenzhen Component, saw declines of 0.37% and 0.17% respectively [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3559.95, down 0.37% [1] - The Shenzhen Component Index closed at 10991.32, down 0.17% [1] - Yangzi New Materials (002652) saw a significant increase of 9.95%, closing at 4.20 [1] Group 2: Individual Stock Performance - Other notable performers included: - Sentai Co. (301429) with a rise of 3.34%, closing at 20.09 [1] - Keshin New Materials (833580) increased by 2.79%, closing at 15.11 [1] - Jingxue Energy-saving (301010) rose by 2.61%, closing at 18.48 [1] - Youbang Ceiling (002718) increased by 2.22%, closing at 17.02 [1] Group 3: Capital Flow - The renovation and building materials sector saw a net outflow of 133 million yuan from institutional investors, while retail investors contributed a net inflow of 130 million yuan [2] - The overall capital flow for individual stocks showed mixed results, with some stocks experiencing significant inflows while others faced outflows [3]

通过天眼查大数据分析，苏州扬子江新型材料股份有限公司共对外投资了7家企业，参与招投标项目8 次，知识产权方面有商标信息2条，专利信息44条，此外企业还拥有行政许可14个。 金融界消息 截至2025年7月31日收盘，扬子新材（002652）报收于3.82元，下跌8.39%，换手率 18.71%，成交量95.81万手，成交金额3.90亿元。 来源：金融界 资金流向方面，今日主力资金净流出4492.09万元，占比成交额11.53%。其中，超大单净流出1692.24万 元、占成交额4.34%，大单净流出2799.85万元、占成交额7.19%，中单净流出流入3099.22万元、占成交 额7.95%，小单净流入1392.87万元、占成交额3.57%。 扬子新材最新一期业绩显示，截至2025一季报，公司营业总收入7061.80万元、同比减少19.11%，归属 净利润465.39万元，同比减少6.16%，扣非净利润507.87万元，同比减少15.45%，流动比率1.002、速动 比率0.821、资产负债率42.60%。 天眼查商业履历信息显示，苏州扬子江新型材料股份有限公司，成立于2002年，位于苏州市，是一家以 从事金属制 ...

Summary of Key Points Core Viewpoint - Yangzi New Materials experienced a significant decline of 8.39% in its stock price, with a trading volume of 3.90 billion yuan and a fluctuation of 16.14% on the day of reporting [2] Trading Activity - The stock had a turnover rate of 18.71% for the day, indicating high trading activity [2] - Institutional investors net bought 12.93 million yuan worth of shares, while the total net buying from brokerage seats amounted to 5.54 million yuan [2] Market Data - The stock was listed on the Shenzhen Stock Exchange due to its daily fluctuation reaching 16.14% [2] - The top five trading departments accounted for a total transaction of 88.51 million yuan, with a net buying of 18.47 million yuan [2] Institutional Participation - Three institutional specialized seats were involved in trading, with total buying amounting to 27.81 million yuan and selling amounting to 14.89 million yuan, resulting in a net purchase of 12.93 million yuan [2] Fund Flow - The stock saw a net outflow of 42.55 million yuan from major funds, with large orders contributing to a net outflow of 16.34 million yuan and 26.20 million yuan respectively [2] - Over the past five days, the stock experienced a total net outflow of 28.94 million yuan [2]

证券之星消息，7月31日装修建材板块较上一交易日下跌2.67%，扬子新材领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。装修建材板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 839792 | 东和新材 | 13.64 | 1.64% | | 2.54万 | 3429.72万 | | 002225 | 濮耐股份 | 7.20 | 0.42% | | 75.65万 | 5.38亿 | | 002398 | 垒知隼团 | 5.53 | 0.36% | | 52.87万 | 2.97亿 | | 603038 | 华立股份 | 14.46 | -0.82% | | 4.04万 | 5876.08万 | | 301010 | 晶雪节能 | 18.01 | -0.83% | | 2.47万 | 4489.71万 | | 002785 | 万里石 | 30.04 | -0.96% | | 5.84万 | 1.76亿 ...

证券之星消息，7月30日装修建材板块较上一交易日上涨0.29%，扬子新材领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。装修建材板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002652 | 扬子新材 | 4.17 | 6.92% | 73.46万 | | 2.97亿 | | 002225 | 濮耐股份 | 7.17 | 6.54% | 104.45万 | | 7.34亿 | | 605318 | 法师龙 | 28.46 | 3.60% | 5.55万 | | 1.58亿 | | 002457 | 青龙管业 | 12.93 | 2.70% | 55.36万 | | 7.07亿 | | 002785 | 万里石 | 30.33 | 1.64% | 7.92万 | | 2.40亿 | | 833580 | 科创新材 | 15.07 | 1.41% | 2.42万 | | 3592.86万 | | 300 ...

[Suzhou Yangtze River New Materials Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Suzhou%20Yangtze%20River%20New%20Materials%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) This report provides the preliminary performance forecast for Suzhou Yangtze River New Materials Co., Ltd. for the first half of 2025, indicating an expected net loss [I. Estimated Performance for the Current Period](index=1&type=section&id=Item%20I.%20Estimated%20Performance%20for%20the%20Current%20Period) The company anticipates a net loss for the first half of 2025, a significant contrast to the profit recorded in the same period last year 2025 Semi-Annual Performance Forecast | Item | Current Reporting Period (Estimated) | Prior Year Period (Actual) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of the Listed Company** | Loss CNY 11 million – CNY 14 million | Profit CNY 15.8884 million | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss CNY 11.5 million – CNY 14.5 million | Loss CNY 10.1207 million | | **Basic Earnings Per Share** | Loss CNY 0.0215/share – CNY 0.0273/share | Profit CNY 0.0310/share | [II. Communication with Accounting Firm](index=1&type=section&id=Item%20II.%20Communication%20with%20Accounting%20Firm) The company has pre-communicated with its accounting firm regarding the performance forecast, with no disagreements, though the financial data remains unaudited - The financial data related to this performance forecast has not been pre-audited by the accounting firm[4](index=4&type=chunk) - The company has pre-communicated with the accounting firm regarding matters related to the performance forecast, and there are no disagreements between the parties[4](index=4&type=chunk) [III. Explanation of Performance Changes](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Changes) The significant year-over-year decline in performance is primarily due to two factors: a higher profit base in the prior year period and reduced sales of main products in the current period - The higher profit in the prior year period (first half of 2024) was mainly due to the receipt of **CNY 30.0787 million** in repaid occupied funds from Hu Weilin and the reversal of corresponding bad debt provisions, which increased net profit for that period[5](index=5&type=chunk) - In the current reporting period, influenced by continuous changes in market conditions, the sales volume of the company's main products decreased compared to the same period last year, leading to a decline in net profit[5](index=5&type=chunk) [IV. Risk Warning and Other Related Information](index=1&type=section&id=Item%20IV.%20Risk%20Warning%20and%20Other%20Related%20Information) The company advises investors that this performance forecast is a preliminary estimate by the financial department and is unaudited, urging investors to be aware of investment risks - This performance forecast is a preliminary estimate by the company's financial department and has not been audited by an accounting firm[7](index=7&type=chunk) - Investors are reminded that specific financial data will be subject to the company's disclosed "2025 Semi-Annual Report," requiring cautious decision-making and attention to investment risks[7](index=7&type=chunk)

扬子新材（002652）公告，预计2025年上半年净利润为亏损1100万元–1400万元，上年同期为盈利 1588.84万元。 ...

Core Points - The resignation of director Shao Yinshi from Yangzi New Materials Co., Ltd. due to personal reasons was announced on July 10, 2025 [1] - The company reported a significant decline in its Q1 2025 financial performance, with total revenue of 70.618 million yuan, a year-on-year decrease of 19.11%, and a net profit attributable to shareholders of -4.6539 million yuan, a year-on-year decline of 6.16% [1] - The company faced administrative penalties from the China Securities Regulatory Commission for significant omissions in its annual report, including undisclosed related party fund occupation and false records [2] Financial Performance - As of the end of Q1 2025, Yangzi New Materials had a total revenue of 70.618 million yuan, down 19.11% year-on-year [1] - The net profit attributable to shareholders was -4.6539 million yuan, reflecting a 6.16% decrease compared to the previous year [1] - The company reported a basic earnings per share of -0.01 yuan and a weighted average return on net assets of -1.76% [1] Regulatory Issues - On November 9, 2023, Yangzi New Materials received an administrative penalty decision from the China Securities Regulatory Commission for major omissions in its annual report [2] - The company was found to have inflated its revenue by approximately 137.1 million yuan in 2020, which accounted for about 11% of its annual revenue [2] - Investors who purchased shares between April 29, 2019, and December 29, 2022, may be eligible to file claims for damages [2]