中洲特材公告，持股5%以上股东上海盾佳自2025年8月29日至10月9日，通过集中竞价减持456.81万 股，大宗交易减持349.11万股，合计805.92万股，占总股本1.76%，减持计划实施完毕；控股股东冯明 明及其一致行动人持股比例由41.83%降至40.91%。 ...

上海中洲特种合金材料股份有限公司 关于持股5%以上股东权益变动触及1%暨减持股份计划实施 完毕的公告 公司控股股东、实际控制人冯明明、持股 5%以上股东上海盾佳投资管理有 限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 证券代码：300963 证券简称：中洲特材 公告编号：2025-055 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 上海中洲特种合金材料股份有限公司（以下简称"公司"、"本公司"）于 2025 年 7 月 22 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于持股 5%以 上股东减持股份预披露公告》（公告编号：2025-034），持有本公司股份32,683,462 股（占本公司总股本比例 7.13%）的大股东上海盾佳投资管理有限公司（以下简 称"上海盾佳"）计划自上述公告之日起十五个交易日后的三个月内，减持本公 司股份不超过 8,088,500 股（含本数），即减持比例不超过公司总股本的 1.76%。 其中，以集中竞价交易方式减持公司股份不超过 4,586,400 股（含本数），即减 持比例不超过公司总股本的 1 ...

Core Insights - The metal new materials sector experienced a decline of 0.91% on October 10, with Tunan Co. leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Sector Performance - Notable gainers in the metal new materials sector included: - Antai Technology (Code: 000969) with a closing price of 16.41, up 9.99% and a trading volume of 1.1152 million shares [1] - Zhongzhou Special Materials (Code: 300963) closed at 23.17, up 2.93% with a trading volume of 1.1528 million shares [1] - Yunlu Co. (Code: 688190) closed at 111.19, up 2.45% with a trading volume of 15,800 shares [1] - Major decliners included: - Tunan Co. (Code: 300855) closed at 26.50, down 8.49% with a trading volume of 187,300 shares [2] - Aluminum Science and Technology New Materials (Code: 300811) closed at 77.80, down 7.95% with a trading volume of 103,600 shares [2] - Tianli Composite (Code: 920576) closed at 31.65, down 7.59% with a trading volume of 51,200 shares [2] Capital Flow - The metal new materials sector saw a net outflow of 709 million yuan from institutional investors, while retail investors contributed a net inflow of 510 million yuan [2] - The sector's capital flow indicated that: - Antai Technology had a net inflow of 1.82 billion yuan from institutional investors, but a net outflow of 633.38 million yuan from retail investors [3] - Longmag Technology (Code: 300835) experienced a net inflow of 50.84 million yuan from retail investors [3]

Market Overview - The ChiNext Index rose by 0.73%, closing at 3261.82 points, with a total trading volume of 658.21 billion yuan, an increase of 74.25 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 751 stocks closed higher, with 27 stocks rising over 10%, including Guanzhong Ecology, Haike New Energy, and Yingjie Electric, which hit the daily limit [1] Trading Activity - The average turnover rate for the ChiNext today was 4.42%, with 25 stocks exceeding a turnover rate of 20% [1] - C Yunhan had the highest turnover rate at 83.79%, with a closing increase of 40.89% and a daily trading volume of 1.69 billion yuan [1] - Other notable stocks with high turnover rates included C Haocreat, Jianfa Zhixin, and Boliang Optoelectronics, with turnover rates of 54.33%, 43.05%, and 39.21% respectively [1] Institutional Activity - Among the high turnover stocks, 6 were listed on the Dragon and Tiger List, indicating significant institutional activity [3] - Meili Technology saw net purchases from 3 institutional seats totaling 118 million yuan, while Zhongzhou Special Materials had 2 institutional seats with net purchases of 46.36 million yuan [3] Fund Flow - 13 high turnover stocks experienced net inflows from main funds, with Zhongzhou Special Materials, Meili Technology, and Haike New Energy receiving net inflows of 449 million yuan, 128 million yuan, and 110 million yuan respectively [4] - Conversely, stocks like Boliang Optoelectronics, Haoen Automotive Electronics, and Lihe Xing saw significant net outflows, totaling 219 million yuan, 135 million yuan, and 100 million yuan respectively [4] Earnings Forecast - Four high turnover stocks released earnings forecasts for the first three quarters, all indicating profit increases [4] - The stock with the highest projected net profit growth is United Power, with an expected net profit of 825 million yuan, representing a year-on-year increase of 44.16% [4]

Group 1 - Institutional trading saw 38 stocks listed, with 19 net purchases and 19 net sales on the day [1] - The top three stocks with the highest institutional purchases were Ganfeng Lithium (520 million), Tianji Shares (442 million), and Canxin Shares (409 million) [1][2] - Ganfeng Lithium announced that its 500Wh/kg solid-state battery has entered small-scale production, achieving over 800 cycles, and is being supplied to international automotive and eVTOL companies [2] Group 2 - The Chinese nuclear fusion device BEST has made significant progress, with the successful installation of a 400-ton base, marking the start of the main machine construction [3] - The upcoming International Atomic Energy Fusion Energy Conference (FEC2025) in Chengdu is expected to announce major national and international developments [3] - The international spot gold price has surpassed $4000 per ounce for the first time in history, with futures also reaching this level [4] Group 3 - On October 9, the main copper futures contract surged over 4% [5]

Market Overview - The Shanghai Composite Index rose by 1.32% on October 9, with 23 industries experiencing gains, led by the non-ferrous metals and steel sectors, which increased by 7.60% and 3.38% respectively [1] - The non-ferrous metals industry topped the gainers list for the day [1] - The media and real estate sectors saw declines of 1.43% and 1.39% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 19.966 billion yuan across the two markets, with 12 industries experiencing net inflows [1] - The non-ferrous metals industry had the highest net inflow of 5.361 billion yuan, coinciding with its 7.60% increase [1] - The construction and decoration industry also saw a rise of 2.17% with a net inflow of 1.868 billion yuan [1] Non-Ferrous Metals Sector Performance - The non-ferrous metals sector increased by 7.60%, with 131 out of 137 stocks in the sector rising, including 20 stocks hitting the daily limit [2] - The sector had a net inflow of 5.361 billion yuan, with 78 stocks experiencing net inflows, and 22 stocks seeing inflows exceeding 100 million yuan [2] - The top stock in terms of net inflow was Northern Rare Earth, with an inflow of 2.969 billion yuan, followed by Jinli Permanent Magnet and Zhongzhou Special Materials with inflows of 532 million yuan and 449 million yuan respectively [2] Non-Ferrous Metals Sector Outflow - The non-ferrous metals sector also had stocks with significant net outflows, with 8 stocks seeing outflows exceeding 100 million yuan [4] - The largest outflow was from Huayou Cobalt, with a net outflow of 1.202 billion yuan, followed by Zijin Mining and Luoyang Molybdenum with outflows of 837 million yuan and 388 million yuan respectively [4]

Group 1 - Zhongzhou Special Materials experienced a trading halt today with a daily turnover rate of 26.06% and a transaction amount of 1.653 billion yuan, showing a price fluctuation of 12.55% [1] - The stock was listed on the Dragon and Tiger list due to a closing price increase of 20.00%, with institutional net purchases amounting to 46.3574 million yuan [1] - The top five trading departments on the list had a total transaction amount of 301 million yuan, with a net purchase of 208 million yuan [1] Group 2 - In the past six months, the stock has appeared on the Dragon and Tiger list nine times, with an average price increase of 2.89% the day after being listed and an average increase of 3.49% over the following five days [2] - Today's main capital inflow for the stock was 449 million yuan, with a significant single net inflow of 547 million yuan, while large single capital saw a net outflow of 98.2437 million yuan [2] - The trading data for October 9 shows that the top buying and selling departments included institutional special seats and various securities firms, with significant buy amounts from institutional seats [2]

Core Insights - The controllable nuclear fusion concept has seen a significant increase of 6.97%, leading the sector in gains, with 75 stocks rising, including Changfu Co., which hit a 30% limit up [1][2] Group 1: Market Performance - The controllable nuclear fusion sector attracted a net inflow of 6.055 billion yuan, with 56 stocks receiving net inflows, and 21 stocks exceeding 100 million yuan in net inflows [2] - Shanghai Electric led the net inflow with 1.180 billion yuan, followed by Rongfa Nuclear Power and Zhongzhou Special Materials with 626 million yuan and 449 million yuan respectively [2][3] Group 2: Stock Performance - Notable gainers in the controllable nuclear fusion sector include Shanghai Electric (9.96%), Rongfa Nuclear Power (10.07%), and Zhongzhou Special Materials (19.99%) [3][4] - Other significant performers include Aikesaibo (14.05%) and Jiusheng Electric (13.55%) [5][6] Group 3: Decliners - The stocks with the largest declines include Shenling Environment (-2.65%), Gaolan Co. (-0.80%), and Jingye Intelligent (-0.77%) [1][7]

Market Overview - On October 9, the A-share market saw a strong rally, with the Shanghai Composite Index rising over 1% to break through 3900 points, marking a 10-year high [1][2] - The Shenzhen Component Index increased by 1.47% to 13725.56 points, while the ChiNext Index rose by 0.73% to 3261.82 points [2] - The total trading volume in the Shanghai and Shenzhen markets reached 26,723 billion yuan, an increase of 4,748 billion yuan compared to the previous trading day [2] Sector Performance - The non-ferrous metals sector experienced significant gains, with stocks like Tongling Nonferrous Metals, Northern Copper, and Yunnan Copper hitting the daily limit [6][8] - The controlled nuclear fusion concept saw a surge, with stocks such as Changfu Co., Yinjie Electric, and Western Superconducting also reaching the daily limit [11][13] - The rare earth sector rallied, with companies like China Rare Earth and Northern Rare Earth hitting the daily limit [9][10] Gold Market - On October 8, international spot gold prices exceeded $4000 per ounce, reaching a historical high [8] - Factors contributing to the rise in gold prices include concerns over U.S. government shutdowns, political uncertainties in Japan, and expectations of continued interest rate cuts by the Federal Reserve [8] Semiconductor Sector - The storage chip concept gained momentum, with stocks like Canxin Co. and Huahong Semiconductor seeing significant increases, with Canxin hitting the daily limit [14][16] - A report from CFM Flash Market indicated that prices for server eSSD and DDR5 RDIMM are expected to rise by over 10% in Q4 2025 due to increased demand from cloud service providers [16][17] Policy Impact - The Ministry of Commerce announced new export controls on certain rare earth-related items, further tightening the supply chain for these materials [9] - Analysts expect that the new regulations will lead to a long-term bullish outlook for the rare earth and magnetic materials sectors due to supply constraints [9]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300855 | 图南股份 | 28.96 | -3.27% | 12.98万 | 3.79亿 | | 061889 | 云路股份 | 108.53 | -0.36% | 1.16万 | 1.26亿 | | 300811 | 铂科新材 | 84.52 | 0.24% | 14.61万 | 12.36亿 | | 603045 | 福达合金 | 20.36 | 0.34% | 7.54万 | 1.54亿 | | 688231 | 隆达股份 | 20.51 | 1.53% | 3.44万 | 7024.56万 | | 688456 | 有研粉材 | 51.58 | 2.12% | 3.28万 | 1.69亿 | | 605158 | 华达新材 | 8.55 | 2.15% | 5.22万 | 4422.80万 | | 600255 | 整科材料 | 4.27 | 2.15% | 136.40万 | 5.81亿 | | 601137 | 博威合金 | 26 ...