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].

Core Insights - Xinhan New Materials (301076) won the "Supply Chain Influence Award" for its outstanding practices in Environmental, Social, and Governance (ESG) fields, highlighting its commitment to integrating economic efficiency with social responsibility [1][4] Group 1: ESG Practices - The award aims to recognize companies excelling in low-carbon emissions, green supply chains, rural revitalization, public welfare, compliance management, and risk control [1] - Xinhan New Materials emphasizes the integration of ESG principles into its supply chain management strategy, establishing supplier standards and signing social responsibility and business ethics commitments with qualified suppliers [4] Group 2: Supply Chain Management - The company has developed a strict procurement management system to ensure quality and risk control throughout the procurement process, optimizing raw material supply and costs [4] - Xinhan New Materials utilizes an ERP & OA intelligent system to create a digital procurement decision-making hub, facilitating supplier data queries and order generation based on price, delivery time, and reputation [4] Group 3: Future Outlook - The company plans to accelerate its green transformation driven by technological innovation and deepen industry-academic-research cooperation to cultivate technical talent and upgrade the industrial chain [5] - Xinhan New Materials is committed to social welfare and aims to contribute positively to society through its actions [5]

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 ...

Core Viewpoint - The PEEK materials sector has shown a significant increase of 3.03%, ranking fourth among concept sectors, with 29 stocks rising, led by Zhongxin Fluorine Materials which hit the daily limit, followed by Chaojie Co., Mingyang Technology, and Xinhang New Materials with increases of 12.54%, 12.00%, and 8.81% respectively [1][2]. Group 1: Sector Performance - The PEEK materials concept sector experienced a net inflow of 505 million yuan from main funds, with 21 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2][3]. - Zhongxin Fluorine Materials topped the net inflow list with 291 million yuan, followed by Guangqi Technology, Jinfat Technology, and Chaojie Co. with net inflows of 98.77 million yuan, 84.17 million yuan, and 59.86 million yuan respectively [2][3]. Group 2: Stock Performance - Zhongxin Fluorine Materials had a daily increase of 10.00% with a turnover rate of 11.50% and a net inflow ratio of 43.52% [3][4]. - Other notable performers include Guangqi Technology with a 4.42% increase and a net inflow ratio of 4.10%, and Jinfat Technology with a 6.61% increase and a net inflow ratio of 2.90% [3][4]. - Stocks with significant declines include Fuchun Dyeing and Weaving, Keda Li, and Jintian Co., with decreases of 3.02%, 1.46%, and 0.73% respectively [1][5].

Market Overview - As of July 28, the Shanghai Composite Index closed at 3597.94 points, up by 4.28 points, with a gain of 0.12% [1] - The Shenzhen Component Index closed at 11217.58 points, increasing by 49.44 points, representing a rise of 0.44% [1] - The ChiNext Index ended at 2362.60 points, up by 22.54 points, reflecting a growth of 0.96% [1] Stock Performance - A total of 87 A-shares had a turnover rate exceeding 20%, with C Jiyuan reaching over 50%, indicating significant trading activity [1] - C Jiyuan (603262) closed at 35.20 yuan, with a turnover rate of 50.24% and a decline of 10.00% [1] - Other notable stocks included: - Nanfang Road Machinery (603280) with a turnover rate of 46.06% and an increase of 10.01% [1] - Ashi Chuang (300706) with a turnover rate of 42.80% and a rise of 9.18% [1] - New Henghui (301678) with a turnover rate of 42.14% and an increase of 9.12% [1] - Hengli Drilling Tools (836942) with a turnover rate of 40.38% and a significant rise of 25.26% [1] Additional Stock Insights - Other stocks with notable turnover rates included: - Zhongshe Co. (002883) with a turnover rate of 40.54% and a decline of 9.99% [1] - Xizang Tianlu (600326) with a turnover rate of 35.56% and a slight increase of 1.49% [1] - Kent Co. (301591) with a turnover rate of 37.03% and a rise of 5.10% [1] - The data indicates a mixed performance among high-turnover stocks, with some experiencing significant gains while others faced declines [1]

Market Overview - The Shanghai Composite Index is at 3597.22 points, above the five-day moving average, with a slight increase of 0.10% [1] - The total trading volume of A-shares today is 14,360.10 billion yuan [1] Stocks Performance - A total of 656 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Tongguan Copper Foil (15.08%) - Defu Technology (9.48%) - *ST Huike (9.43%) [1] - Stocks with smaller deviation rates that have just crossed the five-day moving average include: - Yao Yigou - Ningde Times - SAIC Group [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the five-day moving average: - Tongguan Copper Foil: 20.00% increase, trading at 25.08 yuan [1] - Defu Technology: 11.96% increase, trading at 30.99 yuan [1] - *ST Huike: 12.10% increase, trading at 12.88 yuan [1] - Other notable stocks include: - Chaojie Shares: 12.51% increase, trading at 42.08 yuan [1] - Zhongxin Fluorine: 10.00% increase, trading at 20.68 yuan [1] [2]

证券代码：301076 证券简称：新瀚新材 公告编号：2025-029 江苏新瀚新材料股份有限公司 关于股东权益变动暨持股比例降至 5%以下的提示性公告 股东张萍女士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。 特别提示： 1.本次权益变动为公司持股 5%以上的股东减持所致，不触及要约收购，不 会导致公司控股股东、实际控制人发生变化，不会影响公司的治理结构和持续经 营。 2.本次权益变动后，公司股东张萍女士持有公司股份 8,743,960 股，占公司 总股本的比例降至 4.9999%，不再是公司持股 5%以上的股东。 江苏新瀚新材料股份有限公司(以下简称"公司")于 2025 年 7 月 15 日收到 股东张萍女士出具的《简式权益变动报告书》，获悉股东张萍女士自 2025 年 6 月 30 日至 2025 年 7 月 14 日期间通过深圳证券交易所以集中竞价交易减持其所持 有的公司股份共 293,951 股，减持比例 0.1972%。本次权益变动后，股东张萍女 士合计持有公司股份 8,743,960 股， ...

江苏新瀚新材料股份有限公司 简式权益变动报告书 上市公司：江苏新瀚新材料股份有限公司 信息披露义务人：张萍 通讯地址：南京市秦淮区**** 股份变动性质：股份减少（持股比例下降至 4.9999%） 签署日期：2025 年 7 月 15 日 1 股票上市地：深圳证券交易所 股票简称：新瀚新材 股票代码：301076.SZ 信息披露义务人声明 | | | | 信息披露义务人声明 | 2 | | --- | --- | | 第一节 | 释义 4 | | 第二节 | 信息披露义务人介绍 5 | | 第三节 | 权益变动目的 6 | | 第四节 | 权益变动方式 7 | | 第五节 | 前六个月内买卖新瀚新材股票的情况 9 | | 第六节 | 其他重大事项 10 | | 第七节 | 备查文件 11 | | 附表：简式权益变动报告 | 14 | 第一节 释义 一、本报告书系信息披露义务人依据《中华人民共和国公司法》（以下简称"《公 司法》"）《中华人民共和国证券法》（以下简称"《证券法》"）《上市公司收购管理办 法》（以下简称"《收购管理办法》"）《公开发行证券的公司信息披露内容与格式准则 第 15 号——权益变动报告书 ...