2、股东减持股份情况 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。 江西志特新材料股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日披 露了《关于实际控制人之一致行动人、董事减持股份预披露公告》（公告编号： 2025-123），董事郭凤霞女士计划自该公告披露之日起 15 个交易日后的 3 个月 内以集中竞价方式减持公司股份不超过 5,947 股（占公司总股本比例为 0.0014%）。 公司于近日收到董事郭凤霞女士出具的《关于股份减持计划实施完成的告知 函》，郭凤霞女士于 2025 年 10 月 23 日通过集中竞价方式减持公司股份 5,947 股（占公司总股本比例为 0.0014%）。截至本公告披露日，上述减持计划实施完 毕，现将有关情况公告如下： 一、股东减持情况 1、减持股份来源：股权激励计划被授予的股份及公司资本公积转增股本而 相应增加的股份。 证券代码：300986 证券简称：志特新材 公告编号：2025-135 江西志特新材料股份有限公司 关于董事减持股份计划实施完成的公告 董事郭凤霞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 ...

证券代码：300986 证券简称：志特新材 公告编号：2025-134 公司于近日收到控股股东珠海凯越高科技产业投资有限公司（以下简称"珠 海凯越"）、实际控制人高渭泉先生及其一致行动人珠海志同、珠海志成、舟山 志壹的通知，2025 年 10 月 14 日至 2025 年 10 月 22 日期间，珠海志同、珠海志 成、舟山志壹通过集中竞价方式累计减持公司股份 2,888,860 股（占公司当前总 股本比例为 0.7012%）。 关于实际控制人之一致行动人权益变动触及 1%整数倍 的公告 特此公告。 珠海凯越高科技产业投资有限公司、高渭泉先生、舟山志壹企业管理合伙企 业（有限合伙）、珠海志同股权投资企业（有限合伙）、珠海志成投资企业（有 限合伙）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。 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。 江西志特新材料股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日披 露了《关于实际控制人之一致行动人、董事减持股份预披露公告》（公告编号： 2025-123），公司股东珠海志同股权投资企业（有限合伙）（以 ...

从资金流向上来看，当日专业工程板块主力资金净流出3.39亿元，游资资金净流入1.4亿元，散户资金净 流入2.0亿元。专业工程板块个股资金流向见下表： 证券之星消息，10月23日专业工程板块较上一交易日上涨0.03%，圣晖集成领涨。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。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) | | --- | --- | --- | --- | --- | --- | | 603163 | 圣晖集成 | 46.59 | 10.01% | 5.43万 | 2.46亿 | | 605178 | 时空科技 | 39.41 | 9.99% | 4431.2 | 1746.34万 | | 300986 | 志特新材 | 12.21 | 4.72% | - 19.41万 | 2.32亿 | | 002564 | 天沃科技 | 9.38 | 3.99% | 79.67万 | 7.51亿 | | 603929 | 亚翔隼成 | 39.12 | 1.66% | 1.91万 | 73 ...

10月23日，志特新材涨5.06%，截至发稿，报12.25元/股，成交2.02亿元，换手率4.12%，总市值50.47亿 元。志特新材股价已经连续3天上涨，区间累计涨幅3.64%。 资料显示，江西志特新材料股份有限公司位于广东省中山市翠亨新区和信路18号翠亨大厦B栋15楼，成 立日期2011年12月8日，上市日期2021年4月30日，公司主营业务涉及为客户提供建筑铝模系统的研发、 设计、生产、销售、租赁和相应的技术指导等综合服务。主营业务收入构成为：铝模55.53%，其他 29.77%，装配式PC系列产品14.70%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓志特新材。华夏核心价值混合A（010692）二季度持有股数24.15 万股，占基金净值比例为1.84%，位居第十大重仓股。根据测算，今日浮盈赚取约14.25万元。连续3天 上涨期间浮盈赚取9.9万元。 华夏核心价值混合A（010692）成立日期2021年4月20日，最新规模1.3亿。今年以来收益20.15%，同类 排名4171/8159；近一年收益18.6%，同类排名4026/8030；成立以来亏损26.42%。 华夏核心价值混合A（01 ...

Investment Rating - The industry investment rating is currently neutral, indicating that the industry is expected to perform in line with the overall market [22]. Core Insights - The fixed asset investment and manufacturing investment growth rates have continued to decline, with a cumulative year-on-year decrease of 0.5% for fixed asset investment from January to September 2025, and a 4.0% year-on-year increase in manufacturing investment, which is a decline of 1.1 percentage points compared to the previous month [3][4]. - Infrastructure investment is under pressure, with a year-on-year growth of 3.3% for total infrastructure investment and 1.1% for infrastructure investment excluding electricity, both showing a decline in growth rates compared to the previous month [4]. - Real estate investment remains low, with a year-on-year decrease of 13.9% from January to September 2025, and construction starts down by 18.9% [10]. Summary by Sections Economic Overview - The GDP growth for the first three quarters of 2025 is reported at 5.2%, with quarterly growth rates of 5.4%, 5.2%, and 4.8% respectively [3]. Infrastructure Investment - Infrastructure investment growth is under pressure, with specific sectors like transportation, water conservancy, and public utilities showing varying degrees of decline [4]. - Eastern regions experienced a year-on-year investment decline of 4.5%, while central and western regions saw a slight increase of 1.5% [4]. Real Estate Investment - Real estate investment has shown a significant decline, with expectations of a slow recovery due to challenges in supply and inventory replenishment [10]. Investment Recommendations - The report suggests that the overall industry is weak, but regional investments may gain traction with the implementation of national strategic layouts. Recommended companies include China Chemical, China Energy Construction, China Railway, and China Railway Construction among others [14].

Investment Rating - The industry investment rating is "Overweight" [2] Core Viewpoints - The economic operation in the first three quarters of 2025 shows steady progress, with fixed asset investment and manufacturing investment growth continuing to decline. The GDP growth rates for Q1, Q2, and Q3 of 2025 are 5.4%, 5.2%, and 4.8% respectively, leading to a cumulative year-on-year fixed asset investment decrease of 0.5% [4][5] - Infrastructure investment is under pressure, with transportation, water conservancy, and public utility investment growth all facing challenges. The total infrastructure investment growth rate (including all categories) is 3.3%, down 2.1 percentage points from the previous month [5] - Real estate investment remains low, with a year-on-year decrease of 13.9% in the first nine months of 2025, indicating a weak recovery in investment [10] Summary by Sections Economic Overview - The GDP growth for the first three quarters of 2025 is 5.2%, with a decline in fixed asset investment and manufacturing investment growth rates [4][5] Infrastructure Investment - Total infrastructure investment growth is 3.3%, with specific sectors like transportation and public utilities showing negative growth [5] Real Estate Investment - Real estate investment has decreased by 13.9% year-on-year, with construction starts and completions showing slight improvements [10] Investment Recommendations - The report suggests that the overall industry is weak, but regional investments may gain flexibility with national strategic layouts. Recommended companies include China Chemical, China Energy Construction, China Railway, and China Railway Construction [14]

Market Overview - The professional engineering sector experienced a decline of 1.61% on October 16, with Huadian Technology leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the professional engineering sector included: - China Aluminum International (601068) with a closing price of 5.26, up 1.35% [1] - Southeast Network Framework (002135) at 4.71, up 1.29% [1] - China National Materials International (600970) at 9.42, up 0.96% [1] - Significant decliners included: - Huadian Technology (601226) at 7.44, down 4.25% [2] - Zhongyan Dadi (003001) at 23.62, down 3.83% [2] - Jinggong Steel Structure (600496) at 4.08, down 3.32% [2] Capital Flow - The professional engineering sector saw a net outflow of 541 million yuan from institutional investors, while retail investors contributed a net inflow of 411 million yuan [2][3] - The capital flow for specific stocks indicated: - Roman Co. (605289) had a net inflow of 28.30 million yuan from institutional investors [3] - Jinggong Steel Structure (600496) saw a net inflow of 61.01 million yuan from retail investors [3] - ST Tianlong (300029) had a net inflow of 1.50 million yuan from retail investors [3]

Investment Rating - The report maintains an "Outperform" rating for the construction and decoration industry, indicating an expected performance that exceeds the broader market index [3][13]. Core Insights - The Shanghai Municipal Economic and Information Commission has released an action plan aimed at the high-quality development of the smart terminal industry, targeting a total scale exceeding 300 billion yuan by 2027, with the goal of establishing over three globally influential consumer-grade terminal brands and nurturing two leading enterprises [1]. - The report highlights the potential benefits for companies such as Roman Holdings, Pudong Construction, and Suzhou Planning, which are expected to capitalize on the growth of the smart terminal industry and related sectors [1][8]. - The action plan emphasizes the enhancement of intelligent computing terminal scales and the development of products supporting lightweight inference for large models, which is anticipated to drive significant growth in the computing power industry in Shanghai and the Yangtze River Delta region [1]. Summary by Sections Smart Terminal Industry Development - The action plan aims for the smart terminal industry in Shanghai to surpass 300 billion yuan by 2027, with specific targets for artificial intelligence computing devices [1]. - The report anticipates a compound annual growth rate (CAGR) of 27% for the smart computing center market in China from 2023 to 2028, with Shanghai positioned as a leading high-tech area [1]. Collaboration with Low-altitude Economy - The report discusses the synergy between low-altitude economy and computing power business, suggesting that advancements in satellite internet terminal products could enhance applications in various fields [1]. - It posits that increased low-altitude flight frequency will necessitate more AI computing power for task prioritization and optimal flight routing, benefiting related enterprises [1]. Beneficiary Companies - Three categories of companies in the Yangtze River Delta construction and building materials sector are identified as potential beneficiaries: 1. Construction companies expanding into computing power business, with recommendations for Roman Holdings and Pudong Construction [8]. 2. Low-altitude facility design and operation companies, including Suzhou Planning and others [8]. 3. Companies likely to benefit from AI-enabled production and entertainment asset operations, such as Zhi Te New Materials [8].

Group 1 - Yaopi Glass has achieved a consecutive two-day limit-up in stock price [1] - Jianlang Hardware has seen an increase of over 7% in its stock price [1] - Other companies such as Huaxin Cement, Zhite New Materials, Three Gorges New Materials, and Dongfang Yuhong have also experienced stock price increases [1]

Core Viewpoint - The construction materials sector is experiencing a rapid rise, with notable gains in specific companies such as Yao Pi Glass and Jian Lang Hardware [1] Company Performance - Yao Pi Glass has achieved a consecutive two-day limit up [1] - Jian Lang Hardware has seen an increase of over 7% [1] - Other companies in the sector, including Huanxin Cement, Zhi Te New Materials, Sanxia New Materials, and Dongfang Yuhong, are also witnessing upward movement [1]