Core Viewpoint - The company, Placo New Materials (300811), primarily delivers its chip inductors directly to power semiconductor manufacturers such as MPS, with specific sales figures to be confirmed in the company's periodic reports [1] Group 1 - The company engages in the production of chip inductors [1] - The primary customers for the company's products are power semiconductor manufacturers [1] - Specific sales volumes are not disclosed and will be available in the company's regular financial reports [1]

证券之星消息，8月18日金属新材料板块较上一交易日上涨2.83%，铂科新材领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。金属新材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600255 | 整科材料 | 4.60 | -2.95% | 491.33万 | | 22.61亿 | | 603045 | 福达合金 | 18.62 | -1.12% | 5.85万 | | 1.10亿 | | 601137 | 博威合金 | 25.97 | -0.99% | 75.03万 | | 19.26 Z | | 603978 | 深圳新星 | 17.16 | -0.98% | 6.04万 | | 1.05亿 | | 301323 | 新来福 | 61.07 | -0.26% | 8.48万 ...

Group 1 - The magnetic materials sector continues to rise, with Placo New Materials increasing by over 10% [1] - Other companies such as Galaxy Magnetics, Dadi Bear, New Life Fortune, Zhongke Sanhuan, and Tianhe Magnetic Materials also experienced gains [1]

Investment Rating - The report maintains a "Positive" outlook on the non-ferrous and steel industries [5]. Core Viewpoints - The report emphasizes the importance of new non-ferrous materials in accelerating applications in AI hardware, highlighting that the market has not fully priced in the use of non-ferrous metals in AI [12][13]. - The demand for liquid cooling technology is expected to grow significantly due to the limitations of air cooling systems, with copper and aluminum being key materials for heat transfer [13]. - The report forecasts a substantial increase in the market for metal soft magnetic materials driven by the explosive growth in AI computing power, with AI server shipments projected to rise significantly [14]. Summary by Sections Non-Ferrous Metals - The report highlights the increasing demand for liquid cooling solutions in AI hardware, with copper and aluminum being essential materials due to their thermal conductivity [13]. - It notes that the next generation of AI computing cards will adopt full liquid cooling solutions, further driving demand for these metals [13]. - The report identifies potential investment opportunities in companies like Huafeng Aluminum (601702) and Platinum New Materials (300811) due to their strategic positioning in the market [13][14]. Steel Industry - The report discusses the short-term fluctuations in steel profitability under the "anti-involution" policy, with expectations for stabilization and recovery in the medium term [15]. - It notes a decrease in rebar consumption, with a reported 190 million tons consumed this week, reflecting a 9.89% week-on-week decline [15][20]. - The report indicates that steel prices are expected to rise in the future, supported by the "anti-involution" policy [32]. New Energy Metals - The report states that lithium production in July 2025 saw a significant year-on-year increase of 28.33%, indicating strong supply growth in the new energy sector [39]. - It highlights the high growth in the production and sales of new energy vehicles, with a 24.11% year-on-year increase in production in June 2025 [43]. - The report mentions rising prices for lithium, cobalt, and nickel, with lithium carbonate prices reaching 83,000 yuan per ton, reflecting an 18.57% week-on-week increase [48][49]. Industrial Metals - The report notes that global refined copper production increased by 2.88% year-on-year in May 2025, although supply growth is not keeping pace with demand [57][59]. - It highlights a significant rise in the import volume of scrap copper, which increased by 19.05% month-on-month in June 2025 [61].

截至8月13日收盘，英伟达概念上涨2.47%，位居概念板块涨幅第10，板块内，59股上涨，罗博特科20% 涨停，东方精工、博杰股份等涨停，胜宏科技、天孚通信、铂科新材等涨幅居前，分别上涨9.74%、 9.69%、7.36%。跌幅居前的有顺网科技、泰凌微、德赛西威等，分别下跌1.95%、1.53%、1.06%。 今日涨跌幅居前的概念板块 | 600699 | 均胜电 | 4.99 | 5.45 | 9482.87 | 6.67 | | --- | --- | --- | --- | --- | --- | | | 子 | | | | | | 300476 | 胜宏科 | 9.74 | 4.53 | 8426.09 | 0.95 | | | 技 | | | | | | 001339 | 智微智 | 3.63 | 20.78 | 7978.59 | 9.44 | | | 能 | | | | | | 300454 | 深信服 | 1.92 | 2.13 | 5751.91 | 9.23 | | 300698 | 万马科 | 3.85 | 14.56 | 5664.03 | 6.75 | | | 技 | | | | | ...

每经AI快讯，铂科新材（SZ 300811，收盘价：57.05元）8月12日晚间发布公告称，公司第四届第十一 次董事会会议于2025年8月12日在深圳市南山区沙河西路3157号南山智谷产业园B座13F会议室以现场结 合通讯的方式召开。会议审议了《关于与专业投资机构共同投资设立产业投资基金暨关联交易的议案》 等文件。 2024年1至12月份，铂科新材的营业收入构成为：电子元器件占比99.8%，其他业务占比0.2%。 截至发稿，铂科新材市值为165亿元。 每经头条（nbdtoutiao）——未收车就要结清20多万元尾款，否则5000元定金作废？小米汽车知情人 士：涉及两种特殊情况；律师解读→ （记者 王晓波） ...

本次投资是公司借助各方资源及专业投资机构力量，更有效率、更安全地进行产业投资的新尝试。投资 基金的投资方向将集中于半导体、人工智能等领域的新材料、新技术及先进制造产业，通过对上述领域 发展方向的积极探索和优质企业的重点培育，实现与铂科新材现有业务的产业协同和资源互补。 格隆汇8月12日丨铂科新材(300811.SZ)公布，公司拟与北京湃圃私募基金管理有限公司(称"湃圃基金") 及其他合伙人(待定)，共同投资设立无锡湃圃春之阳创业投资基金合伙企业(有限合伙)(暂定名，最终以 市场监督管理部门注册登记为准，称"投资基金"或"合伙企业")。全体合伙人拟认缴出资额为人民币 25,000万元，公司拟作为有限合伙人以自有资金认缴出资8,000万元，占出资总额的32%。 ...

Core Viewpoint - The company plans to jointly invest in a new venture capital fund with Beijing Paipu Private Fund Management Co., Ltd. and other partners, with a total fund size of 250 million yuan [1] Group 1 - The company will contribute 80 million yuan, accounting for 32% of the total investment [1] - The investment fund will focus on new materials, new technologies, and advanced manufacturing industries in the semiconductor and artificial intelligence sectors [1] - The investment aims to achieve industrial synergy and resource complementarity with the company's existing business [1] Group 2 - The general partner of the investment fund is Paipu Fund, which is controlled by Mr. Ruan Jialin, a shareholder holding more than 5% of the company, as well as the director, deputy general manager, and board secretary [1] - This investment constitutes a related party transaction [1]

方正证券承销保荐有限责任公司 关于深圳市铂科新材料股份有限公司 拟与专业机构合作投资设立产业投资基金 暨关联交易的核查意见 方正证券承销保荐有限责任公司（以下简称"方正承销保荐"或"保荐机构"） 作为深圳市铂科新材料股份有限公司（以下简称"铂科新材"或"公司"）持续督导 保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上市 规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 《深圳证券交易所上市公司自律监管指引第 7 号——交易与关联交易》等相关法律、 法规和规范性文件的规定，对铂科新材拟参与设立产业投资基金暨关联交易的事项进 一、对外投资暨关联交易概述 （一）对外投资基本情况 铂科新材拟与北京湃圃私募基金管理有限公司（以下简称"湃圃基金"）及其他合 伙人（待定），共同投资设立无锡湃圃春之阳创业投资基金合伙企业（有限合伙）（暂 定名，最终以市场监督管理部门注册登记为准，以下简称"投资基金"或"合伙企业"）。 全体合伙人拟认缴出资额为人民币 25,000.00 万元，公司拟作为有限合伙人以自有资金 认缴出资 8,000.00 万元，占出资总额的 32.00% ...

证券代码:300811 证券简称:铂科新材 公告编号:2025-059 深圳市铂科新材料股份有限公司 关于与专业投资机构共同投资设立产业投资基金暨关联交易的 公告 本公司全体董事、监事、高级管理人员保证公告内容真实、准确和完整， 并对公告中的虚假记载、误导性陈述或者重大遗漏承担责任。 一、对外投资暨关联交易概述 （一）对外投资基本情况 深圳市铂科新材料股份有限公司（以下简称"铂科新材"或"公司"）拟与 北京湃圃私募基金管理有限公司（以下简称"湃圃基金"）及其他合伙人(待定)， 共同投资设立无锡湃圃春之阳创业投资基金合伙企业（有限合伙）（暂定名，最 终以市场监督管理部门注册登记为准，以下简称"投资基金"或"合伙企业"）。 全体合伙人拟认缴出资额为人民币 25,000 万元，公司拟作为有限合伙人以自有 资金认缴出资 8,000 万元，占出资总额的 32%。 本次投资是公司借助各方资源及专业投资机构力量，更有效率、更安全地进 行产业投资的新尝试。投资基金的投资方向将集中于半导体、人工智能等领域的 新材料、新技术及先进制造产业，通过对上述领域发展方向的积极探索和优质企 业的重点培育，实现与铂科新材现有业务的产业协同和 ...