Core Insights - The State Council has announced a work plan to promote stable growth in the electric power equipment industry, specifically focusing on the approval and construction of coastal nuclear power projects [1] - Nuclear power concept stocks have seen an average price increase of 35.11% year-to-date, with some stocks doubling in value [1] - Shanghai Electric has recorded the highest price increase among nuclear power stocks, with a year-to-date rise of 147.62% [1] Company Performance - The following nuclear power concept stocks have been highlighted for their performance and social security fund holdings: - Shun'an Environment (盾安环境): Total market value of 13.638 billion, year-to-date increase of 18.41%, social security fund holding of 4.26% [2] - Jiuli Special Materials (久立特材): Total market value of 22.709 billion, year-to-date increase of 3.27%, social security fund holding of 3.35% [2] - Jiadian Co., Ltd. (佳电股份): Total market value of 8.236 billion, year-to-date increase of 6.02%, social security fund holding of 3.30% [2] - Western Superconducting Technologies (西部超导): Total market value of 39.357 billion, year-to-date increase of 43.40%, social security fund holding of 3.17% [2] - Other notable stocks include Libat (利柏特), Yongxing Materials (永兴材料), Jiangsu Shentong (江苏神通), and Western Materials (西部材料) with varying performance metrics [2]

Summary of Key Points Core Viewpoint - On September 11, a total of 105 stocks were traded on the block trading platform, with a cumulative trading volume of 217 million shares and a total transaction value of 3.577 billion yuan, indicating active trading in the market [1]. Group 1: Top Block Trades - The highest transaction value was recorded by China Western Electric, with a single transaction amounting to 593 million yuan [1]. - Huatai Medical followed closely with a transaction value of 537 million yuan from one trade [1]. - Other notable stocks included Guangqi Technology, with a transaction value of 230 million yuan, and Huichuan Technology, with 129 million yuan [1]. Group 2: Stock Performance - China Western Electric saw a price increase of 0.78%, closing at 6.47 yuan, with a transaction price of 5.78 yuan, reflecting a discount of 10.66% [1]. - Huatai Medical's stock rose by 1.21%, closing at 309.53 yuan, with a transaction price of 248.20 yuan, showing a discount of 19.81% [1]. - Other stocks with significant price movements included Guangqi Technology (+3.21%), Huichuan Technology (+1.48%), and Tongcheng New Materials (+3.29%) [1].

Core Viewpoint - The company is actively monitoring domestic and international lithium resources and is open to potential investments in lithium resource opportunities [2] Company Summary - The company expressed its commitment to keeping an eye on lithium resources both domestically and internationally [2] - The company indicated that it would consider making investments in lithium resources if suitable opportunities arise [2]

Group 1 - The core point of the article is that Yongxing Materials conducted two block trades on September 11, totaling 6,958 million yuan with a transaction volume of 2 million shares at a price of 34.79 yuan, which is a discount of 2.49% compared to the closing price [1][2][3] - In the last three months, Yongxing Materials has seen a total of six block trades, amounting to 265 million yuan [2] - The closing price of Yongxing Materials on the day of the trades was 35.68 yuan, reflecting a slight decline of 0.14% with a daily turnover rate of 3.00% and a total trading volume of 417 million yuan [2][3] Group 2 - The latest margin financing balance for Yongxing Materials is 558 million yuan, which has increased by 28.67 million yuan over the past five days, representing a growth of 5.42% [3] - The net outflow of funds for Yongxing Materials over the past five days has reached 97.31 million yuan, despite a cumulative increase of 5.47% in the stock price during the same period [2]

Group 1 - The company Yongxing Materials (002756.SZ) has obtained the mining license for its subsidiary Huqiao Mining in accordance with legal regulations, and its production operations are currently normal [1] - The company will strictly adhere to government requirements in its future operations [1] Group 2 - An investor raised concerns on the interactive platform regarding the company's stock price lagging over 30% behind other lithium mining companies [3] - The investor questioned the compliance and legality of the mining certificate for the company's Chashan mine, which is categorized as a ceramic soil mine, and whether it needs to be converted to a lithium mining certificate or a by-product lithium mining certificate [3] - The investor also inquired if a license conversion would require a production halt [3]

Core Viewpoint - On September 11, Yongxing Materials executed a block trade of 2 million shares, amounting to 69.58 million yuan, which accounted for 14.3% of the total trading volume for the day, with a transaction price of 34.79 yuan, reflecting a discount of 2.49% compared to the market closing price of 35.68 yuan [1] Summary by Relevant Categories - **Trading Activity** - Yongxing Materials had a block trade of 2 million shares on September 11 [1] - The total transaction value was 69.58 million yuan [1] - This block trade represented 14.3% of the total trading volume for that day [1] - **Price Analysis** - The transaction price was 34.79 yuan per share [1] - This price was at a discount of 2.49% compared to the market closing price of 35.68 yuan [1]

Market Overview - On September 11, the energy metals sector rose by 0.93% compared to the previous trading day, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Stock Performance - Boqian New Materials (605376) closed at 48.67, with a gain of 2.90% and a trading volume of 54,700 shares, amounting to a transaction value of 263 million yuan [1] - Shengdian Mining (600711) closed at 8.84, up 2.43%, with a trading volume of 979,100 shares and a transaction value of 853 million yuan [1] - Other notable performers include: - Sai Rui Aluminum (300618) at 53.04, up 2.00% [1] - Cangge Mining (000408) at 55.75, up 1.75% [1] - Huayou Cobalt (603799) at 51.65, up 1.27% [1] Capital Flow - The energy metals sector experienced a net outflow of 702 million yuan from institutional investors, while retail investors saw a net inflow of 453 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Shengtun Mining (600711) had a net outflow of 83.81 million yuan from institutional investors, while retail investors contributed a net inflow of 30.98 million yuan [3] - Boqian New Materials (605376) saw a net inflow of 10.27 million yuan from institutional investors, but a net outflow of 13.89 million yuan from retail investors [3] - Other stocks like Rongjie Co. (002192) and Yongsan Lithium (603399) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

证券日报网讯 9月10日晚间，永兴材料发布公告称，公司于2025年9月10日在公司会议室召开了三届六 次职工代表大会，选举第七届董事会职工代表董事。经与会职工代表讨论并投票表决，同意选举杨国华 先生为公司第七届董事会职工代表董事。 （文章来源：证券日报） ...

Group 1 - The company Yongxing Materials (SZ 002756) held its first temporary board meeting of the seventh session on September 10, 2025, to discuss the election of the chairman and other related matters [1] - For the first half of 2025, Yongxing Materials reported that its revenue composition was 76.65% from black metal smelting and rolling industry, and 23.35% from lithium mining and lithium salt manufacturing [1] - As of the report date, Yongxing Materials has a market capitalization of 19.3 billion yuan [1]

永兴特种材料科技股份有限公司（以下简称"公司"）第六届董事会任期届满， 根据《公司法》《深圳证券交易所股票上市规则》《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》《公司章程》等相关法律法规及规范性文 件的规定，公司于 2025 年 9 月 10 日在公司会议室召开了三届六次职工代表大会，选 举第七届董事会职工代表董事。经与会职工代表讨论并投票表决，同意选举杨国华先 生为公司第七届董事会职工代表董事，杨国华先生简历详见附件。 杨国华先生与公司 2025 年第二次临时股东大会选举产生的非职工代表董事共同 组成公司第七届董事会，任期自职工代表大会表决通过之日起至第七届董事会任期届 满之日止。 证券代码：002756 证券简称：永兴材料 公告编号：2025-040 号 永兴特种材料科技股份有限公司 关于选举职工代表董事的公告 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。 附件 职工代表董事简历 男，1975年10月出生，中国国籍，本科学历，工程师。 1997年8月至2004年4月任浙江信息工程学校教师；2004年4月至2015年4月历任湖 ...