Core Insights - The rare metals theme index has shown a strong increase of 1.25%, with significant gains in constituent stocks such as Plating New Materials up 10.24% and China Rare Earth up 4.91% [1][4] - The rare metals ETF has experienced a notable increase in trading volume and net inflows, ranking first among comparable funds in terms of scale and share growth [3][4] Group 1: Market Performance - As of September 11, 2025, the rare metals theme index rose by 1.25%, with key stocks like Plating New Materials and China Rare Earth showing substantial gains [1] - The rare metals ETF recorded a trading turnover of 2.8% and a transaction volume of 68.57 million yuan, with a weekly average transaction of 241 million yuan, ranking first among comparable funds [3] - Over the past year, the rare metals ETF's net value has increased by 87.53%, placing it in the top 12.70% of index equity funds [3] Group 2: Investment Opportunities - The recent fluctuations in lithium carbonate futures prices have led to a decrease in spot prices, but demand is expected to rise with the upcoming peak season, indicating potential upward momentum for lithium prices [4] - The introduction of regulatory measures for rare earth mining and processing is seen as a positive factor, suggesting continued upward potential for the rare earth sector [4] - The top ten weighted stocks in the rare metals theme index account for 57.58% of the total index, highlighting key investment opportunities in companies like Northern Rare Earth and Ganfeng Lithium [4][6]

Market Overview - The metal new materials sector experienced a decline of 0.37% on September 10, with Huitong New Materials leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the metal new materials sector included: - Longci Technology (300835) with a closing price of 62.72, up 4.19% [1] - Jiangnan New Materials (603124) at 81.35, up 2.71% [1] - Aluminum Science and Technology (300811) at 71.75, up 2.50% [1] - Huitong New Materials (833751) was the biggest loser, closing at 23.83, down 5.06% [2] Trading Volume and Value - The trading volume and value for key stocks included: - Longci Technology: 63,300 shares traded, with a transaction value of 392 million [1] - Jiangnan New Materials: 26,700 shares traded, with a transaction value of 217 million [1] - Huitong New Materials: 44,900 shares traded, with a transaction value of 108 million [2] Capital Flow - The metal new materials sector saw a net outflow of 153 million from institutional investors, while retail investors had a net inflow of 171 million [2] - Key stocks' capital flow included: - Boweitai Gold (601137) with a net inflow of 1.05 billion from institutional investors [3] - Longci Technology (300835) with a net inflow of 24.89 million from retail investors [3]

证券代码：300811 证券简称：铂科新材 公告编号：2025-070 4、会议召开的日期、时间： （1）现场会议：2025 年 9 月 12 日（星期五）14:50 （2）网络投票： 深圳市铂科新材料股份有限公司 关于召开 2025 年第一次临时股东大会的提示性公告 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。 深圳市铂科新材料股份有限公司（以下简称"公司"）于 2025 年 8 月 22 日 在中国证监会指定的创业板信息披露媒体上发布了《关于召开 2025 年第一次临 时股东大会的通知》（公告编号：2025-067）。本次股东大会采取现场投票和网络 投票相结合的方式召开，现将会议有关事项提示如下： 一、 召开会议的基本情况 1、会议届次：2025 年第一次临时股东大会 2、会议召集人：董事会。第四届董事会第十二次会议审议通过了关于召开 本次股东大会的议案。 3、会议召开的合法、合规性：本次股东大会会议的召开符合有关法律、行 政法规、部门规章、规范性文件和《公司章程》的有关规定。 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：2025 年 9 月 1 ...

Core Viewpoint - The company, Placo New Materials (铂科新材), is currently in the research phase of its magnetic motor and battery cell project, which has potential applications in various high-tech fields such as robotics, new energy vehicles, and drones [1]. Group 1 - The magnetic motor is characterized by its small size and high power density, making it suitable for advanced technological applications [1].

格隆汇9月8日丨铂科新材(300811.SZ)在投资者互动平台表示，公司磁通电机-电芯项目还处于在研阶 段，磁通电机由于具有体积小、功率密度大等优势，可应用于机器人、新能源汽车、无人机等领域。 ...

Group 1 - The core point of the news is that Placo New Materials Co., Ltd. experienced a decline of 5.07% in its stock price, reaching 69.90 CNY per share, with a trading volume of 5.57 billion CNY and a turnover rate of 3.23%, resulting in a total market capitalization of 202.37 billion CNY [1] - Placo New Materials, established on September 17, 2009, and listed on December 30, 2019, specializes in the research, production, and sales of metal soft magnetic powders, cores, and inductive components, contributing to efficient, stable, energy-saving, and environmentally friendly operations in power electronic devices [1] - The company's main business revenue composition includes 96.69% from metal soft magnetic powder products, 3.07% from metal soft magnetic powders, and 0.25% from other business income [1] Group 2 - From the perspective of major fund holdings, Huafu Fund has one fund heavily invested in Placo New Materials, specifically the Huafu Strategy Selected Mixed A fund, which held 8,000 shares in the second quarter, accounting for 4.08% of the fund's net value, ranking as the sixth-largest holding [2] - The Huafu Strategy Selected Mixed A fund, established on December 24, 2008, has a latest scale of 798.19 million CNY, with a year-to-date return of 13.93% and a one-year return of 40.06%, ranking 3372 out of 7978 in its category [2] - The fund manager, Deng Xiang, has been in charge for 1 year and 156 days, with the fund's total asset scale at 51.48 million CNY, achieving a best return of 18.02% and a worst return of -7.01% during his tenure [3]

Group 1 - The core viewpoint is that the non-ferrous metal sector is experiencing a rise due to expectations of interest rate cuts by the Federal Reserve, leading to increased prices for metals like cobalt, copper, and rare earths [1] - As of September 4, 2025, the non-ferrous metal industry index (399395) increased by 0.80%, with significant gains in stocks such as Yunnan Zhenye (3.71%) and Ganfeng Lithium (3.60%) [1] - The Pacific Securities report indicates that the prices of most non-ferrous metals were strong in the first half of 2025, resulting in improved performance for many companies in the sector [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the non-ferrous metal industry index accounted for 50.35% of the index, including companies like Zijin Mining and Northern Rare Earth [2] - The non-ferrous ETF fund (159880) closely tracks the non-ferrous metal industry index and reflects the overall performance of listed companies in this sector [1][3]

Group 1 - The core viewpoint of the news is that Shenzhen Platinum New Materials Co., Ltd. has seen a significant increase in stock price, with a rise of 5.14% to 76.75 yuan per share, and a total market capitalization of 22.22 billion yuan [1] - The company specializes in the research, production, and sales of metal soft magnetic powders, soft magnetic powder cores, and inductive components, contributing to energy-efficient and environmentally friendly operations in power electronic devices [1] - The main revenue composition of the company includes 96.69% from metal soft magnetic powder products, 3.07% from metal soft magnetic powders, and 0.25% from other business income [1] Group 2 - According to data, one fund under GF Fund has a significant holding in Platinum New Materials, with the GF Growth Mixed Fund (162720) holding 135,000 shares, accounting for 2.99% of the fund's net value [2] - The GF Growth Mixed Fund has achieved a year-to-date return of 48.54% and a one-year return of 87.81%, ranking 691 out of 8180 and 555 out of 7967 respectively [2] - The fund manager, Li Wei, has a tenure of nearly 14 years, with the fund's total asset size at 4.834 billion yuan and a best return of 557.2% during his management [3]

Market Overview - On September 2, the metal new materials sector experienced a decline of 4.17%, with Placo New Materials leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Key stocks in the metal new materials sector showed significant declines, with Placo New Materials down 7.15% to a closing price of 73.00, and Srey New Materials down 7.11% to 16.06 [1] - Other notable declines included Ningbo Yunsheng down 7.05% to 15.69, and Jiangnan New Materials down 6.89% to 87.16 [1] Capital Flow - The sector saw a net outflow of 2 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.9 billion yuan [1] - The table of capital flow indicates that major stocks like Bo Wei Tai Jin and Hua Da New Materials experienced significant net outflows from institutional investors [2] Individual Stock Analysis - Bo Wei Tai Jin had a net inflow of 1.17 million yuan from institutional investors, but a net outflow of 1.16 million yuan from speculative funds [2] - Hua Da New Materials reported a net outflow of 401.82 thousand yuan from institutional investors, while retail investors contributed a net inflow of 664.38 thousand yuan [2]

Core Viewpoint - A new venture capital firm named Jiaxing Paipu Spring Sunshine Venture Capital Partnership (Limited Partnership) has been established with a total investment of 250 million yuan, focusing on investing in unlisted companies [1] Group 1: Company Involvement - The new venture capital firm is co-funded by Platinum Technology (300811) and Zhongfu Circuit (300814) [1]