Group 1 - The A-share market continues to show strength in the chemical sector, with notable stock increases including Hongbaoli up 9%, Jujiao Co. up 8%, and Rike Chemical up 6% [1] - The benchmark price for propylene oxide on January 21 is reported at 8233.33 yuan/ton, reflecting a 6.47% increase compared to the beginning of the month [1] - Over the past week (January 12 to 18), the price of propylene oxide has surged by 7.9%, leading the chemical market [1] Group 2 - Key stock performances include: - Hongbaoli with a market cap of 6.992 billion yuan and a year-to-date increase of 25.79% [2] - Jujiao Co. with a market cap of 4.897 billion yuan and a year-to-date increase of 27.46% [2] - Rike Chemical with a market cap of 3.598 billion yuan and a year-to-date increase of 15.87% [2] - Other notable stocks include Aladdin up 5.52%, Youcai Resources up 5.41%, and Qiaoyuan Co. up 5.23%, all showing strong year-to-date performance [2]

Group 1 - The rubber sector experienced a slight increase of 0.21% on January 19, with Fengmao Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the rubber sector showed significant price increases, with Fengmao Co., Ltd. rising by 8.31% to a closing price of 50.45 [1] Group 2 - The rubber sector saw a net outflow of 116 million yuan from main funds, while retail investors contributed a net inflow of 151 million yuan [2] - The trading volume and turnover for key stocks in the rubber sector varied, with Kexin New Source recording a turnover of 9.31 billion yuan [1][2] - The net inflow from retail investors was notable for several stocks, including Kexin New Source, which had a retail net inflow of 1.21 million yuan [3]

Group 1 - The core point of the news is that Kexin New Materials Co., Ltd. has experienced a significant decline in stock price, dropping 5.02% on January 13, with a cumulative decline of 7.29% over three consecutive days [1] - Kexin New Materials, established on January 10, 2008, specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [1] - The company's main business revenue composition includes: 56.03% from heat dissipation metal structural parts, 16.51% from automotive sealing strips, 13.65% from insulation and fireproof materials, 10.82% from waterproof sealing materials, and 2.98% from other products [1] Group 2 - Dongwu Fund has one fund heavily invested in Kexin New Materials, specifically the Dongwu Double Triangle Stock A (005209), which holds 79,000 shares, accounting for 3.74% of the fund's net value, making it the fifth-largest holding [2] - The fund has incurred a floating loss of approximately 215,700 yuan today, with a total floating loss of 338,100 yuan during the three-day decline [2] - Dongwu Double Triangle Stock A was established on December 5, 2017, with a latest scale of 23.4891 million yuan, showing a year-to-date return of 0.44% and a one-year return of 56.91% [2]

证券代码：300731 证券简称：科创新源 公告编号：2026-004 深圳科创新源新材料股份有限公司 关于 2025 年限制性股票激励计划内幕知情人 及拟首次授予激励对象买卖公司股票情况的自查报告 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。 深圳科创新源新材料股份有限公司（以下简称"公司"）于 2025 年 12 月 25 日召开了第四届董事会第十三次会议，审议通过了《关于公司〈2025 年限制 性股票激励计划（草案）〉及其摘要的议案》等相关议案。具体内容请见公司同 日在中国证监会指定的创业板信息披露网站巨潮资讯网（www.cninfo.com.cn）披 露的相关公告。 根据《上市公司股权激励管理办法》《深圳证券交易所创业板上市公司自律 监管指南第 1 号——业务办理》等法律、法规和规范性文件的相关规定，公司通 过向中国证券登记结算有限责任公司深圳分公司查询，对 2025 年限制性股票激 励计划（以下简称"本激励计划"）的内幕知情人及拟首次授予激励对象在本激 励计划公开披露前 6 个月内（即 2025 年 6 月 25 日至 2025 年 12 月 25 ...

证券代码：300731 证券简称：科创新源 公告编号：2026-003 深圳科创新源新材料股份有限公司 董事会薪酬与考核委员会关于公司 2025 年限制性股票激励 计划拟首次授予激励对象名单的核查意见及公示情况说明 本公司及董事会薪酬与考核委员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。 深圳科创新源新材料股份有限公司（以下简称"公司"）于 2025 年 12 月 25 日召开了第四届董事会第十三次会议，审议通过了《关于公司〈2025 年限制 性股票激励计划（草案）〉及其摘要的议案》等相关议案。具体内容请见公司同 日在中国证监会指定的创业板信息披露网站巨潮资讯网（www.cninfo.com.cn）披 露的相关公告。 根据《上市公司股权激励管理办法》（以下简称《管理办法》）、《深圳证 券交易所创业板上市公司自律监管指南第 1 号——业务办理》（以下简称《自律 监管指南第 1 号》）等法律、法规和规范性文件以及《深圳科创新源新材料股份 有限公司章程》（以下简称《公司章程》）的相关规定，公司对 2025 年限制性 股票激励计划（以下简称"本激励计划"）拟首次授予激励对象名单 ...

法律意见书 北京海润天睿律师事务所 关于深圳科创新源新材料股份有限公司 2025 年限制性股票激励计划（草案）的 法律意见书 中国·北京 中国 北京 朝阳区建外大街甲 14 号广播大厦 5、9、10、13、17 层 邮编:100022 Add: 5/9/10/13/17Floor,BroadcastingTower, 14A, JianguomenwaiAvenue,ChaoyangDistrict,Beijing 100022,China 电话(Tel):(010)65219696 传真(Fax):(010)88381869 1 法律意见书 北京海润天睿律师事务所 关于深圳科创新源新材料股份有限公司 2025 年限制性股票激励计划（草案）的 法律意见书 致：深圳科创新源新材料股份有限公司 北京海润天睿律师事务所（以下简称"本所"或"海润天睿"）接受深圳科 创新源新材料股份有限公司（以下简称"科创新源"或"公司"）的委托，根据 《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证券法》 （以下简称《证券法》）、《上市公司股权激励管理办法》（以下简称《管理办 法》）、《深圳证券交易所创业板股票上市 ...

证券代码：300731 证券简称：科创新源 公告编号：2026-002 深圳科创新源新材料股份有限公司 关于召开 2026 年第一次临时股东会的通知 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。 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会。 2、股东会的召集人：深圳科创新源新材料股份有限公司（以下简称"公司" 或"本公司"）第四届董事会，公司于 2026 年 1 月 5 日召开第四届董事会第十 四次会议，审议通过《关于提请召开 2026 年第一次临时股东会的议案》。 3、会议召开的合法、合规性：公司 2026 年第一次临时股东会召开有关事项 经公司第四届董事会第十三次会议、第四届董事会第十四次会议审议通过，召集 程序符合有关法律、法规和规范性文件及《公司章程》的要求。 4、会议召开的日期、时间： （1）现场会议召开时间：2026 年 1 月 21 日（星期三）15:00 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2026 年 1 月 21 日 9:15-9:25、9:30-11:30，13:00-15 ...

证券代码：300731 证券简称：科创新源 公告编号：2026-001 深圳科创新源新材料股份有限公司 第四届董事会第十四次会议决议公告 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。 一、董事会会议召开情况 1、深圳科创新源新材料股份有限公司（以下简称"公司"）第四届董事会 第十四次会议经全体董事一致同意豁免会议通知期限要求，并于 2026 年 1 月 5 日 15:00 以线上通讯方式召开。 2、本次会议由董事长周东先生主持，本次会议应出席董事为 7 人，实际出 席会议的董事 7 人。全体董事均以通讯方式出席本次会议，对本次会议审议事项 进行了审议和表决。公司高级管理人员列席了本次会议。 3、本次会议的召开符合《公司法》及《公司章程》中有关董事会召开的相 关规定。 根据相关法律、法规、规章及《公司章程》的有关规定，公司第四届董事会 第十三次会议审议议案涉及股东会职权，需提请股东会审议通过。 经审议，董事会一致同意公司于 2026 年 1 月 21 日（星期三）15:00 在深圳 市光明区新湖街道同富裕工业园富川科技工业园 2 号厂房 1 楼会议室召开 20 ...

Core Viewpoint - The rubber sector experienced a rise of 0.95% on January 5, with Litong Technology leading the gains. The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1]. Group 1: Stock Performance - Litong Technology (code: 920225) closed at 34.98, with a gain of 9.14% and a trading volume of 52,700 shares, resulting in a transaction value of 180 million yuan [1]. - Other notable performers included Kexin New Energy (code: 300731) with a closing price of 57.87, up 2.93%, and Yuanchuang Technology (code: 301300) at 43.63, up 2.90% [1]. - The overall trading volume and transaction values for various stocks in the rubber sector were significant, with Kexin New Energy achieving a transaction value of 627 million yuan [1]. Group 2: Capital Flow - The rubber sector saw a net outflow of 84.72 million yuan from institutional investors and a net outflow of 15.62 million yuan from retail investors, while individual investors contributed a net inflow of 100 million yuan [2]. - The capital flow data indicates that Litong Technology had a net inflow of 37.76 million yuan from institutional investors, representing 20.95% of its total trading [3]. - Conversely, Kexin New Energy experienced a net outflow of 1.99 million yuan from retail investors, indicating a mixed sentiment among different investor classes [3].

Core Viewpoint - The rubber sector experienced a decline of 0.52% on December 31, with Kexin New Source leading the drop. The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1]. Group 1: Market Performance - The rubber sector's individual stock performance showed varied results, with Kexin New Source closing at 56.22, down 3.62%, and a total trading volume of 11.20 million shares, amounting to 636 million yuan [2]. - Other notable stocks included KQ Co., which rose by 1.51% to 14.09, and Tian Tie Technology, which increased by 1.16% to 6.13 [1]. Group 2: Capital Flow - The rubber sector saw a net outflow of 148 million yuan from institutional investors, while retail investors contributed a net inflow of 186 million yuan [2]. - The capital flow data indicated that major stocks like Lian Technology had a net inflow of 14.06 million yuan from institutional investors, while it faced outflows from retail and speculative investors [3].