金融界消息 截至2025年8月6日收盘，海昌新材（300885）报收于28.86元，上涨20.0%，换手率27.6%， 成交量46.10万手，成交金额12.02亿元。 天眼查商业履历信息显示，扬州海昌新材股份有限公司，成立于2001年，位于扬州市，是一家以从事金 属制品业为主的企业。企业注册资本24815.18万人民币，实缴资本4750.775万人民币。公司法定代表人 为周光荣。 通过天眼查大数据分析，扬州海昌新材股份有限公司共对外投资了7家企业，参与招投标项目18次，知 识产权方面有商标信息3条，专利信息98条，此外企业还拥有行政许可21个。 来源：金融界 资金流向方面，今日主力资金净流入5426.25万元，占比成交额4.51%。其中，超大单净流入7142.55万 元、占成交额5.94%，大单净流出1716.31万元、占成交额1.43%，中单净流出流出3631.02万元、占成交 额3.02%，小单净流出1795.23万元、占成交额1.49%。 海昌新材最新一期业绩显示，截至2025一季报，公司营业总收入6968.74万元、同比增长2.95%，归属净 利润1761.93万元，同比增长16.60%，扣非净利润1 ...

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

Group 1 - Haichang New Materials saw a stock price increase of 6.77%, reaching 25.55 CNY per share, marking a new high [1] - The company's total market capitalization has surpassed 6.34 billion CNY [1] - The trading volume reached 675 million CNY [1]

Industry Overview - Powder metallurgy is a technology for producing metal materials and components using metal powders, characterized by energy efficiency, material savings, and high precision, making it suitable for mass production [1][12] - The industry is classified into nine categories based on usage and characteristics, including structural materials, friction materials, porous materials, tool materials, refractory materials, corrosion-resistant materials, electrical materials, magnetic materials, and others [3][4] Industry Chain Analysis - The powder metallurgy industry chain consists of upstream raw materials and equipment, midstream product manufacturing, and downstream applications in automotive, aerospace, medical devices, and engineering machinery [6][7] - Leading companies in the industry include upstream material suppliers like Yuyuan New Materials and midstream manufacturers like Antai Technology and Dongmu Co., which are increasingly integrating their operations [7] Current Industry Status - The average production and sales rate of representative companies in the powder metallurgy sector has shown a fluctuating growth trend, increasing from 96.6% to 98.7% from 2021 to 2023, indicating a balance between supply and demand [20][22] - The Chinese powder metallurgy market is projected to exceed 16 billion yuan in 2024, driven by diverse applications across various sectors, particularly in the automotive industry [22][23] Competitive Landscape - The industry is divided into three tiers based on revenue, with Antai Technology leading at over 2.9 billion yuan, followed by Dongmu Co. with approximately 2.2 billion yuan, and other companies like Tianyi Shangjia and Haichang New Materials in the 100 million to 500 million yuan range [23][26] - The market share for Antai Technology and Dongmu Co. was 18.2% and 13.8% respectively in 2023, while other companies held less than 4% [26] Future Development Trends - The powder metallurgy industry is expected to see significant growth in applications, particularly in high-end markets such as new energy, medical devices, and aerospace, with a projected market size of 24.4 billion yuan by 2030, reflecting a compound annual growth rate of 6.9% [34] - Technological innovations, including metal powder injection molding and 3D printing, are anticipated to enhance product performance and expand application boundaries [31][33]

Market Performance - The general equipment sector increased by 2.99% on August 4, with Slinjet leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Top Gainers - Slinjet (688115) closed at 74.90, up 17.36% with a trading volume of 27,900 lots and a transaction value of 195 million [1] - Huarui Precision (688059) closed at 62.38, up 13.77% with a trading volume of 80,700 lots and a transaction value of 477 million [1] - Huadong CNC (002248) closed at 10.11, up 10.01% with a trading volume of 247,500 lots and a transaction value of 246 million [1] Top Losers - Jikang Technology (830879) closed at 30.23, down 4.85% with a trading volume of 102,800 lots and a transaction value of 325 million [2] - Xun'an Technology (834950) closed at 25.27, down 3.77% with a trading volume of 42,500 lots and a transaction value of 106 million [2] - Jingjiang Technology (688627) closed at 92.44, down 1.70% with a trading volume of 25,400 lots and a transaction value of 235 million [2] Capital Flow - The general equipment sector saw a net inflow of 2.176 billion in main funds, while retail funds experienced a net outflow of 1.138 billion [2][3] - The top stocks by main fund inflow included Changsheng Bearing (300718) with a net inflow of 368 million, and Wuzhou Xinchun (603667) with a net inflow of 343 million [3] Individual Stock Analysis - Changsheng Bearing (300718) had a main fund net inflow of 368 million, representing 13.46% of its total trading volume, while retail funds saw a net outflow of 348 million [3] - Wuzhou Xinchun (603667) had a main fund net inflow of 343 million, accounting for 24.82% of its trading volume, with retail funds experiencing a net outflow of 164 million [3]

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

天眼查商业履历信息显示，扬州海昌新材股份有限公司，成立于2001年，位于扬州市，是一家以从事金 属制品业为主的企业。企业注册资本24815.18万人民币，实缴资本4750.775万人民币。公司法定代表人 为周光荣。 通过天眼查大数据分析，扬州海昌新材股份有限公司共对外投资了7家企业，参与招投标项目18次，知 识产权方面有商标信息3条，专利信息98条，此外企业还拥有行政许可21个。 来源：金融界 金融界消息 截至2025年7月31日收盘，海昌新材（300885）报收于23.12元，下跌0.99%，换手率 28.12%，成交量46.97万手，成交金额11.33亿元。 资金流向方面，今日主力资金净流入8042.17万元，占比成交额7.1%。其中，超大单净流入3992.50万 元、占成交额3.52%，大单净流入4049.67万元、占成交额3.57%，中单净流出流出5846.50万元、占成交 额5.16%，小单净流出2195.67万元、占成交额1.94%。 海昌新材最新一期业绩显示，截至2025一季报，公司营业总收入6968.74万元、同比增长2.95%，归属净 利润1761.93万元，同比增长16.60%，扣非净利润 ...

公司发布的一季报数据显示，一季度公司共实现营业收入6968.74万元，同比增长2.95%，实现净利润 1761.93万元，同比增长16.60%，基本每股收益为0.0703元，加权平均净资产收益率2.01%。（数据宝） 证券时报·数据宝统计显示，海昌新材所属的机械设备行业，目前整体涨幅为0.38%，行业内，目前股价 上涨的有386只，涨幅居前的有英维克、博杰股份、南兴股份等，涨幅分别为10.01%、9.99%、9.60%。 股价下跌的有173只，跌幅居前的有拓山重工、恒立钻具、新锦动力等，跌幅分别为8.04%、4.29%、 4.21%。 两融数据显示，该股最新（7月30日）两融余额为1.62亿元，其中，融资余额为1.62亿元，近10日增加 5878.26万元，环比增长56.70%。 海昌新材股价创出历史新高，截至9:34，该股上涨6.60%，股价报24.89元，成交量1298.61万股，成交金 额3.15亿元，换手率7.78%，该股最新A股总市值达61.76亿元，该股A股流通市值41.57亿元。 （文章来源：证券时报网） ...

证券代码：300885 证券简称：海昌新材 公告编号：2025-023 扬州海昌新材股份有限公司 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、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 28 日、7 月 29 日、7 月 30 日连续三个交易 日收盘价格涨跌幅偏离值累计超过 30%，累计达到 36.73%。根据《深圳 证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 （一）经过自查，公司不存在违反公平信息披露的情形。 （三）近期公司经营情况及内外部经营环境未发生重大变化。 （四）经核查，公司控股股东和实际控制人不存在关于本公司的应披 露而未披露的重大事项，或处于筹划阶段的重大事项。 （五）经核查，公司控股股东、实际控制人在股票交易异常波动期间 不存在买卖公司股票的行为。 （六）经自查，公司不存在违反公平信息披露规定的其他情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所创业板 股票上市规则》等有关规定应予以披露而未披露的事项或与该事项有关 的筹划 ...

Core Viewpoint - The company, Haichang New Materials, announced that its stock experienced an abnormal fluctuation, with a cumulative price deviation of 36.73% over three consecutive trading days from July 28 to July 30, 2025 [1] Summary by Relevant Sections - Stock Performance - The stock price deviation exceeded 30%, specifically reaching 36.73% [1] - Company Disclosure - The company confirmed that there were no corrections or supplements needed for previously disclosed information [1] - No significant undisclosed information that could impact stock prices was reported in public media [1] - Operational Status - The company stated that there have been no significant changes in its operational conditions or external business environment recently [1]