天眼查商业履历信息显示，江苏新瀚新材料股份有限公司，成立于2008年，位于南京市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本13452.4万人民币，实缴资本5000万人民币。公 司法定代表人为严留新。 通过天眼查大数据分析，江苏新瀚新材料股份有限公司共对外投资了2家企业，参与招投标项目24次， 知识产权方面有商标信息8条，专利信息51条，此外企业还拥有行政许可47个。 来源：金融界 资金流向方面，今日主力资金净流入1.46亿元，占比成交额10.94%。其中，超大单净流入1.87亿元、占 成交额14.0%，大单净流出4091.58万元、占成交额3.06%，中单净流出流出9764.07万元、占成交额 7.3%，小单净流出4878.97万元、占成交额3.65%。 新瀚新材最新一期业绩显示，截至2025一季报，公司营业总收入1.16亿元、同比增长12.43%，归属净利 润1618.81万元，同比增长47.85%，扣非净利润1199.38万元，同比增长16.33%，流动比率9.477、速动比 率8.877、资产负债率7.94%。 金融界消息 截至2025年8月5日收盘，新瀚新材（301076）报收于 ...

（文章来源：证券时报网） 中金指出，人形机器人轻量化大势所趋，以特斯拉和波士顿动力为代表，越来越多的人形机器人厂商在 产品迭代时加码轻量化。在材料优化上，镁铝合金、PEEK材料各有所长。PEEK材料质量轻、耐磨等优 势突出，已在汽车、航空、电子、工业、医疗等行业广泛应用，未来有望在机器人关节齿轮轴、骨架、 护套外壳件等部位得到应用。 PEEK材料概念5日盘中大幅走高，截至发稿，新瀚新材20%涨停创历史新高，华密新材涨约17%，南京 聚隆涨近12%，中欣氟材涨停，中研股份涨近8%。 ...

Core Viewpoint - The sudden surge in PEEK material stocks is attributed to their unique properties and increasing applications in various industries, particularly in humanoid robotics and lightweight materials [2][4][5]. Group 1: PEEK Material Stock Surge - On August 5, PEEK material stocks experienced a significant rally, with companies like Zhongxin Fluorine Materials and Xinhang New Materials hitting the daily limit [2][3]. - The PEEK material index saw an increase of over 7%, driven by investor enthusiasm following the performance of leading stocks in the sector [2][3]. Group 2: Applications and Market Potential - PEEK materials are recognized for their wear resistance, heat resistance, corrosion resistance, and lightweight properties, making them suitable for automotive, aerospace, industrial manufacturing, and medical applications [3][4]. - The humanoid robotics industry is expected to see substantial growth, with a focus on lightweight materials like PEEK to enhance performance and safety [4][5]. Group 3: Industry Trends and Orders - The humanoid robotics sector is experiencing a surge in orders, with significant contracts awarded to companies like Yushun and Zhiyuan Robotics, indicating a growing market demand [5][6]. - The upcoming World Robot Conference is set to showcase advancements in humanoid robotics, further highlighting the industry's potential [8]. Group 4: Investment Opportunities - Analysts suggest that the next phase for domestic robots will be driven by order-oriented applications across various scenarios, including logistics, healthcare, and education [5][6]. - The capital market is witnessing increased activity among leading companies, indicating a trend towards industry consolidation and growth [6][9].

新瀚新材股价创出历史新高，截至11:11，该股上涨14.86%，股价报35.56元，成交量1888.30万股，成交 金额6.22亿元，换手率17.20%，该股最新A股总市值达62.19亿元，该股A股流通市值39.05亿元。 证券时报·数据宝统计显示，新瀚新材所属的基础化工行业，目前整体涨幅为0.50%，行业内，目前股价 上涨的有269只，涨停的有元琛科技、皇马科技等3只。股价下跌的有140只，跌幅居前的有科拓生物、 科创新源、美联新材等，跌幅分别为9.44%、6.18%、5.51%。 两融数据显示，该股最新（8月4日）两融余额为1.96亿元，其中，融资余额为1.96亿元，近10日减少 274.41万元，环比下降1.38%。 公司8月1日在交易所互动平台披露，截至最新（7月31日）股东户数为21600户，较上期（7月20日）减 少100户，环比下降0.46%。 公司发布的一季报数据显示，一季度公司共实现营业收入1.16亿元，同比增长12.43%，实现净利润 1618.81万元，同比增长47.85%，基本每股收益为0.1200元，加权平均净资产收益率1.40%。（数据宝） （文章来源：证券时报网） ...

Core Viewpoint - The A-share market shows a certain degree of differentiation, with the Shanghai Composite Index performing relatively strong, breaking through the 3600-point mark again, while the ChiNext Index shows weaker performance [2][4]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.53% to 3602.13 points, the Shenzhen Component Index increased by 0.14% to 11056.69 points, while the ChiNext Index fell by 0.26% to 2328.36 points [4][5]. - The PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [2][6]. Sector Performance - In terms of sector performance, industries such as comprehensive, steel, real estate, banking, and agriculture showed notable gains, while sectors like computer, pharmaceutical, and communication experienced declines [5]. Notable Stocks - Huami New Materials saw a rise of 20.23%, with a market cap of 3.998 billion [7]. - Xinhang New Materials reached a limit up, with a market cap of 6.497 billion [7]. - Nanjing Julong increased by 13.63%, with a market cap of 4.116 billion [7]. - Zhongxin Fluorine Materials also hit a limit up [6]. Convertible Bonds - Dongjie Intelligent and its corresponding convertible bond, Dongjie Convertible Bond, both experienced a continuous 20% limit up for three consecutive trading days [9][11]. Overseas Orders - Dongjie Intelligent announced it received an overseas order worth 37.09 million Malaysian Ringgit, approximately 62.5 million RMB, which is expected to positively impact its business performance [12]. Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant rise of over 26% [13][14]. - Xindong Company projected a revenue of no less than 3.05 billion RMB for the first half of the year, a year-on-year increase of approximately 37%, and a net profit of no less than 790 million RMB, a year-on-year increase of about 215% [16].

Market Performance - The three major A-share indices showed mixed results, with the Shanghai Composite Index up by 0.53%, the Shenzhen Component Index up by 0.14%, and the ChiNext Index down by 0.26% [2] - The North China 50 Index increased by 0.18%, and the total trading volume in the Shanghai and Shenzhen markets reached 101.86 billion yuan, an increase of 8.6 billion yuan compared to the previous day [2] - Over 3,300 stocks in the market experienced gains [2] Sector Performance - The PEEK materials sector, military equipment restructuring, and photolithography machine sectors saw significant gains, while the pharmaceutical sector underwent adjustments [2] - PEEK materials showed strong performance across the board, with Zhongxin Fluorine Materials hitting the daily limit, and companies like Xinhan New Materials, Huami New Materials, and Nanjing Julong rising over 10% [2] - The military equipment restructuring concept experienced fluctuations, with Great Wall Military Industry reaching the daily limit [2] - The photolithography machine sector also performed well, with Zhangjiang Hi-Tech hitting the daily limit [2] - The pharmaceutical sector faced collective adjustments, with Qizheng Tibetan Medicine hitting the daily limit down, and companies like Anglikang and Nanjing New Medicine dropping over 9% [2]

（文章来源：每日经济新闻） 每经AI快讯，8月5日，新瀚新材盘中涨停，涨幅19.99%，成交额超6亿元。 ...

Core Viewpoint - The A-share market is experiencing a positive trend with significant movements in various sectors, particularly in brokerage stocks and PEEK material concepts, indicating potential investment opportunities and market confidence [1][3][4]. Market Performance - As of August 5, the A-share market showed positive fluctuations with the Shanghai Composite Index up by 0.29%, the Shenzhen Component Index up by 0.36%, and the ChiNext Index up by 0.42% [1]. - Notable stocks include Xinyi New Materials, which resumed trading and saw its price rise over 10%, exceeding 100 yuan [1]. Sector Highlights - The PEEK material concept stocks surged, with Weike Technology increasing by over 10%, alongside other companies like Nanjing Julong and Xinhan New Materials also showing gains [1][2]. - The military industry sector continued its strong performance, with Changcheng Military Industry hitting the daily limit [1]. Institutional Insights - Industrial analysts from Xinyi Securities believe that the core logic supporting the current market trend remains intact, with several potential catalysts that could boost market confidence, suggesting a new market rally could start at any time [3]. - According to China Merchants Securities, there is a high possibility of the A-share market reaching new highs in August, driven by the release of performance reports and the influx of external capital [4]. - Everbright Securities anticipates a structural market trend, with a focus on advanced packaging concepts, especially with the upcoming 26th International Conference on Electronic Packaging Technology [5].

近日，证券之星第三届ESG新标杆企业评选结果揭晓，新瀚新材（301076）凭借在环境、社会和治理(ESG)领域的卓越实践，荣获"供应链影响力奖"。该奖 项是由证券之星联合妙盈科技等专业权威机构，在中国首席经济学家论坛等指导下设立的ESG领域权威奖项，旨在挖掘并表彰在环境(如低碳减排、绿色供 应链)、社会(如乡村振兴、公益慈善)及公司治理(如合规管理、风险防控)三大维度实现卓越实践，推动经济效能与社会责任深度融合的企业。 在采购管理方面，新瀚新材制定了严格的《采购管理制度》，从供应商的准入、评估到采购流程的规范，全方位把控采购环节的质量与风险，确保原材料的 稳定供应与成本优化。同时，公司依托ERP＆OA智能系统供应链模块构建数字化采购决策中枢，支持供应商数据查询，通过价格参照、交货期、信誉等， 最终确定供应商并生成采购订单。 在与供应商的合作过程中，新瀚新材注重将ESG(环境、社会和治理)理念融入供应链管理战略。公司制定《供应商标准》，与合格供应商共同签署社会责任 及商业道德承诺书，从环境保护、劳工权益、商业道德等多个维度对供应商进行约束与引导，推动供应商不断提升自身的ESG表现，共同打造绿色、可持续 的供应链 ...

天眼查商业履历信息显示，江苏新瀚新材料股份有限公司，成立于2008年，位于南京市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本13452.4万人民币，实缴资本5000万人民币。公 司法定代表人为严留新。 通过天眼查大数据分析，江苏新瀚新材料股份有限公司共对外投资了2家企业，参与招投标项目24次， 知识产权方面有商标信息8条，专利信息51条，此外企业还拥有行政许可47个。 来源：金融界 金融界消息 截至2025年7月30日收盘，新瀚新材（301076）报收于30.38元，下跌3.59%，换手率 10.02%，成交量11.00万手，成交金额3.39亿元。 资金流向方面，今日主力资金净流出2593.10万元，占比成交额7.65%。其中，超大单净流出657.54万 元、占成交额1.94%，大单净流出1935.56万元、占成交额5.71%，中单净流出流入627.87万元、占成交 额1.85%，小单净流入1965.23万元、占成交额5.8%。 新瀚新材最新一期业绩显示，截至2025一季报，公司营业总收入1.16亿元、同比增长12.43%，归属净利 润1618.81万元，同比增长47.85%，扣非净利润1 ...