Group 1 - The core viewpoint of the news is that Zhite New Materials Co., Ltd. experienced a stock price increase of 5.11%, reaching 39.53 CNY per share, with a trading volume of 1.673 billion CNY and a turnover rate of 10.50%, resulting in a total market capitalization of 16.285 billion CNY [1] - Zhite New Materials, established on December 8, 2011, and listed on April 30, 2021, specializes in providing comprehensive services related to the research, design, production, sales, leasing, and technical guidance of building aluminum formwork systems [1] - The company's main business revenue composition includes aluminum formwork at 55.53%, other services at 29.77%, and prefabricated PC series products at 14.70% [1] Group 2 - Among the top ten circulating shareholders of Zhite New Materials, a fund under Guotai Fund, Guotai Regional Advantage Mixed A (020015), entered the list in the third quarter, holding 1.3783 million shares, which accounts for 0.33% of the circulating shares [2] - The estimated floating profit for Guotai Regional Advantage Mixed A today is approximately 2.6463 million CNY [2] - Guotai Regional Advantage Mixed A was established on May 27, 2009, with a latest scale of 244 million CNY, and has a year-to-date return of 0.12%, ranking 7821 out of 8994 in its category, while its one-year return is 23.78%, ranking 4504 out of 8194 [2]

证券日报网讯 2月5日，志特新材在互动平台回答投资者提问时表示，安徽志特小临智能科技有限公司 及上海志特纪元新材料科技有限公司处于商业化运营的初期阶段，目前经营情况正常。 （文章来源：证券日报） ...

证券代码：300986 证券简称：志特新材 公告编号：2026-010 江西志特新材料股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 江西志特新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 19 日召 开第四届董事会第十次会议、2025 年 5 月 13 日召开 2024 年年度股东大会，审 议通过了《关于 2025 年度担保额度预计的议案》，同意公司及其控股子公司在 2025 年度为公司控股子公司提供不超过 331,470 万元的预计担保额度（含前期已 审尚未失效的担保额度），其中为资产负债率大于等于 70%的子公司提供担保额 度不超过人民币 224,770 万元，为资产负债率小于 70%的子公司提供担保额度不 超过人民币 106,700 万元。前述担保额度范围包括存量担保、新增担保及存量担 保的展期，有效期限自公司 2024 年年度股东大会审议通过之日起至 2025 年年度 股东大会止，可在有效期限内循环使用，无需公司另行出具决议。担保方式包括 但不限于保证、抵押、质押等， ...

Core Viewpoint - The company, Zhite New Materials (300986.SZ), has indicated that the cooperative heat-insulating and fireproof materials have not yet reached mass production and have not generated any operating revenue [1] Group 1 - The industrialization of new materials faces significant uncertainties and potential risks of underperformance [1] - The company advises stakeholders to refer to announcements published in designated information disclosure media for specific updates [1]

证券之星消息，2月3日专业工程板块较上一交易日上涨2.9%，志特新材领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605289 | 罗曼股份 | 74.00 | -2.89% | 4.94万 | 3.71亿 | | 300029 | *ST天龙 | 5.38 | 0.00% | 6.32万 | 3365.71万 | | 601618 | 中国中治 | 3.04 | 0.66% | 211.71万 | 6.43亿 | | 002469 | 三维化学 | 9.09 | 0.66% | 12.05万 | 1.09亿 | | 002116 | 中国海诚 | 10.90 | 1.02% | 6.69万 | 7285.27万 | | 300712 | 永福股份 | 29.14 | 1.22% | 3.94万 | 1.14亿 | | 600496 | 精工钢构 | 4.55 ...

Group 1 - The core viewpoint of the news is that Zhite New Materials Co., Ltd. experienced a stock price increase of 5.21%, reaching 39.77 CNY per share, with a trading volume of 688 million CNY and a turnover rate of 4.28%, resulting in a total market capitalization of 16.384 billion CNY [1] - Zhite New Materials, established on December 8, 2011, and listed on April 30, 2021, is located in Zhongshan City, Guangdong Province. The company specializes in providing comprehensive services related to the research, design, production, sales, leasing, and technical guidance of building aluminum formwork systems [1] - The main business revenue composition of Zhite New Materials includes aluminum formwork at 55.53%, other services at 29.77%, and prefabricated PC series products at 14.70% [1] Group 2 - Among the top ten circulating shareholders of Zhite New Materials, a fund under Guotai Fund, Guotai Regional Advantage Mixed A (020015), entered the top ten in the third quarter, holding 1.3783 million shares, which accounts for 0.33% of the circulating shares. The estimated floating profit today is approximately 2.7152 million CNY [2] - Guotai Regional Advantage Mixed A (020015) was established on May 27, 2009, with a current scale of 244 million CNY. Year-to-date, it has incurred a loss of 1.71%, ranking 8423 out of 8874 in its category; over the past year, it has achieved a return of 20.57%, ranking 4915 out of 8124; since inception, it has generated a return of 376.76% [2]

国信证券股份有限公司 关于江西志特新材料股份有限公司 2025 年持续督导定期现场检查报告 4 （本页无正文，为《国信证券股份有限公司关于江西志特新材料股份有限公司 2025 年持续督导定期现场检查报告》之签字盖章页） 蒋猛 周燕春 | 保荐人名称：国信证券股份有限公司 被保荐公司简称：志特新材 | | --- | | 保荐代表人姓名：蒋猛 联系电话：0755-81981281-703341 | | 保荐代表人姓名：周燕春 联系电话：0755-81981294-703216 | | 现场检查人员姓名：周燕春、杨玉华 | | 现场检查对应期间：2025年度 | | 现场检查时间：2026 年 1 月 20 日 | | 一、现场检查事项 现场检查意见 | | 不 | | （一）公司治理 是 否 适 用 | | 现场检查手段：1、查阅公司章程、各项规章制度；2、查阅公司历次董事会、 | | 监事会、股东会文件，包括会议通知、签到表、会议记录、会议决议、公告等； | | 3、访谈相关负责人员。 | | 1.公司章程和公司治理制度是否完备、合规 √ | | 2.公司章程和董事会、股东会规则是否得到有效执行 √ | | ...

国信证券股份有限公司 关于江西志特新材料股份有限公司 2025 年度持续督导培训情况报告 国信证券股份有限公司（以下简称"国信证券"或"保荐人"）作为江西志 特新材料股份有限公司（以下简称"志特新材"或"公司"）首次公开发行股票 并在深圳证券交易所创业板上市及持续督导的保荐人以及公开发行可转换公司 债上市及持续督导的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证 券交易所股票上市规则》及《深圳证券交易所上市公司自律监管指引第13号—— 保荐业务》等相关法律法规和规范性文件的要求，于2026年1月20日对志特新材 相关人员进行了培训。现将培训具体情况汇报如下： 一、培训基本情况 1、培训时间：2026年1月20日 （以下无正文） 2、培训地点：志特新材会议室 3、培训人员：周燕春 4、培训对象：志特新材控股股东及实际控制人、董事、高级管理人员及主 要中层管理人员等相关人员 5、培训方式：现场和线上相结合 二、培训内容 保荐人通过现场授课以及线上远程会议的方式对上述培训对象进行了培训， 培训内容主要为《上市公司募集资金监管规则》及相关注意事项，同时结合近期 监管处罚案例进行重点阐述。 三、培训效果 在保荐人 ...

Investment Rating - The report maintains a "Strong Buy" rating for the construction decoration industry, indicating a positive outlook for the sector [3]. Core Insights - The report emphasizes the arrival of a new industrial era, highlighting significant opportunities for construction companies to engage in cross-industry transformations [17]. - It notes that the net financing of special bonds has increased year-on-year, with a total of 3,086 billion yuan in net financing as of January 30, 2026, which is higher than the average of the past three years [22][23]. - The report identifies key sectors for investment, including commercial aerospace, low-altitude economy, quantum technology, AI, and future energy sources like nuclear power and controlled nuclear fusion [17][20]. Summary by Sections Industry Outlook and Investment Recommendations - The report suggests focusing on the construction of key projects in the western region during the "14th Five-Year Plan," recommending state-owned enterprises such as China Railway Construction and China State Construction [11]. - It highlights the potential benefits for companies involved in tunneling, civil explosives, and geotechnical engineering due to high demand in these sectors [28]. - The report also encourages investment in new economic directions such as commercial aerospace, low-altitude economy, computing power, and AI, recommending companies like Roman Technology and Honglu Steel Structure [28]. Market Performance Review - The construction decoration index fell by 1.44% this week, underperforming the overall A-share index, which declined by 0.44% [34]. - Notable performers included Roman Technology (+18.6%) and Taiji Industry (+16.03%), while companies like Hexin Instruments (-20.65%) and Su Testing (-15.05%) saw significant declines [34][35]. Key Company Dynamics - The report tracks significant company developments, including China Railway Construction signing new contracts worth 1.6 trillion yuan in Q4, showing stability compared to the previous year [21]. - It also notes that Zhite New Materials expects a net profit of 160-200 million yuan for 2025, reflecting a year-on-year increase of 117.11% to 171.39% [21].

Group 1 - The article discusses the performance of various stock indices, highlighting the percentage changes in their values [2][5]. - The cumulative gains and losses of specific companies are presented, with notable increases for companies like Zhite New Materials at 234.08% and significant declines for companies like Tianpu Co. at -44.16% [4][6]. - The net inflow of capital into the market is reported at 180.43 billion [7]. Group 2 - The article includes a monthly report on A-shares, indicating overall market trends and specific stock performances [5]. - It lists companies with the highest cumulative gains and losses, providing insights into market volatility and investment opportunities [4][6]. - The performance of the ChiNext Index and other indices is summarized, reflecting the broader market sentiment [2].