4月29日，沪指震荡，A股全天成交额1.04万亿元；收盘上涨个股超3500只，其中收盘股价涨停的有76股。 行业方面，美容护理、塑料制品、化学制品、汽车零部件等行业涨超2%。PEEK材料、染料、减速器、人形 机器人等概念涨幅居前。 19股收盘价创历史新高 不含近一年上市的次新股，今日共有19股收盘价创历史新高。从行业属性来看，食品饮料、汽车、美容护理 行业股价创历史新高的个股较为集中，均有3股出现在名单中。 收盘价创历史新高股中，今日股价平均上涨7.43%，涨停的有新瀚新材（301076）、中旗新材（001212） 等，涨幅居前的有雷迪克（300652）、联合化学（301209）、唯科科技（301196）等。 | | | 4月29日收盘价创历史新高股涨幅排名 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 | 日涨幅 | 行业 | | | | (元) | (%) | | | 301076 | 新潮新材 | 41.17 | 19.99 | 基础化工 | | 300652 | 雷迪克 | 73.97 | 18.54 | 汽车 | | 301209 | 联 ...

Group 1 - The PEEK materials concept saw a significant increase of 5.60%, leading the sector in gains, with 25 stocks rising, including notable performers like Juxailong and Xinhang New Materials, which hit the 20% limit up [1] - The top gainers in the PEEK materials sector included Zhongxin Fluorine Materials with a limit up, and other stocks like Fuheng New Materials and Zhongyan Co., which rose by 15.07%, 9.55%, and 7.92% respectively [1] - Conversely, the stocks that experienced the largest declines included China General Nuclear Power Technology, Shuanglin Co., and Brothers Technology, which fell by 2.96%, 0.92%, and 0.21% respectively [1] Group 2 - The PEEK materials sector attracted a net inflow of 400 million yuan from main funds, with 19 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan [1] - Zhongxin Fluorine Materials led the net inflow with 171 million yuan, followed by Water Co., Xinhang New Materials, and Juxailong with net inflows of 159 million yuan, 129 million yuan, and 52.82 million yuan respectively [1] - The top three stocks by net inflow ratio were Zhongxin Fluorine Materials at 23.56%, Juxailong at 19.87%, and Water Co. at 17.38% [2]

证券代码：301076 证券简称：新瀚新材 公告编号：2025-021 江苏新瀚新材料股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 6、公司不存在违反信息公平披露的其他情形。 三、不存在应披露而未披露信息的说明 一、股票交易异常波动的具体情况 江苏新瀚新材料股份有限公司（以下简称"公司"）股票（证券简称：新 瀚新材，证券代码：301076）于2025年4月28日和2025年4月29日连续两个交易 日收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所交易规则》的有 关规定，属于股票交易异常波动的情形。 二、公司关注并核实相关情况的说明 针对公司股价异常波动，公司对有关事项进行了核查，并通过现场问询方 式向公司控股股东、实际控制人就相关事项进行了核实，现就有关情况说明如 下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司关注到近期公共传媒报道了公司涉及"聚醚醚酮（PEEK）概念板块" 的相关内容。4,4'-二氟二苯甲酮（以下简称"DFBP"）是制备PEEK产品的关 键原料，DFBP市场增速与下游应用场景对PE ...

Market Overview - The three major A-share indices experienced slight declines, with the Shanghai Composite Index down 0.05%, the Shenzhen Component Index down 0.05%, and the ChiNext Index down 0.13%. The North Star 50 Index, however, rose by 1.24% [1] - The total market turnover was 1.0417 trillion yuan, a decrease of 35 billion yuan compared to the previous day, with over 3,500 stocks rising across the market [1] Sector Performance - The PEEK materials, beauty care, chemical products, humanoid robots, and agricultural machinery sectors saw the largest gains, while the electricity, insurance, liquor, port shipping, controllable nuclear fusion, and coal sectors experienced the most significant declines [2] - Notable stocks included PEEK materials concept stocks such as Juyuan Long (301131), Xinhang New Materials (301076), and Zhongxin Fluorine Materials (002915), which all hit the daily limit [2] - The beauty care sector saw strong afternoon performance with stocks like Marubi Biotechnology (603983) hitting the daily limit, while other notable gainers included Babi Co., Jinbo Biological, and Shanghai Jahwa (600315) [2] Stock Highlights - Step by Step (002251) and Maoye Commercial (600828) both achieved a "limit-up" performance in the afternoon, showcasing significant market interest [2] - The electricity sector faced a downturn, with stocks like Shaanxi Energy (000601), Leshan Electric Power (600644), and Xichang Electric Power (600505) hitting the daily limit down [2] - The liquor sector also lagged, with Yingjia Gongjiu (603198) hitting the daily limit down, and other major players like Yanghe Brewery (002304) and Gujing Gongjiu (000596) showing significant declines [2] Notable Trends - The "hot stock list" featured companies like Step by Step, Hongbaoli, and Maoye Commercial, with respective gains of 4.15%, 5.81%, and 10.02% [7] - The "strong wind direction list" highlighted sectors such as new energy vehicles, chemical products, and robotics, with multiple stocks hitting the daily limit [11][12][13] Economic Indicators - The People's Bank of China conducted a reverse repurchase operation of 340.5 billion yuan for a 7-day term at an interest rate of 1.50% to maintain liquidity in the banking system [32] - The Ministry of Commerce reported that China's service trade totaled 19,741.8 billion yuan in the first quarter, reflecting a year-on-year growth of 8.7% [33]

Market Overview - A-shares continued to show a narrow fluctuation pattern with major indices displaying a mixed trend, where the Shenzhen Component Index, North China 50, and ChiNext Index experienced slight gains, while the Shanghai Composite Index and CSI 300 were dragged down by heavyweight sectors [1] - The overall market sentiment remained stable, but trading volume further shrank compared to the previous trading day, indicating a rise in cautiousness among investors [1] Sector Performance - The technology manufacturing sector, represented by humanoid robots and photovoltaics, became the focus of capital inflow, while traditional heavyweight sectors like consumption and finance continued to adjust [3] - Specific segments such as PEEK materials, POE films, and disperse dyes showed outstanding performance, with some stocks experiencing trading volumes several times higher than the previous day [3] Humanoid Robot Industry - The humanoid robot supply chain saw a surge in stock prices, particularly in the PEEK materials sector, which led the market with a significant increase [4] - The approval of national standards for humanoid robots, covering core technologies like environmental perception and motion control, marks a shift from chaotic growth to standardized development in the industry [4] - The trend towards "lightweight" humanoid robots is accelerating, with a forecasted demand for PEEK materials in China reaching 5,079 tons by 2027, corresponding to a compound annual growth rate of 16.8% [5] Photovoltaic Industry - The photovoltaic sector also performed actively, with POE films leading the gains, supported by strong data on new installations and exports [6] - In Q1, domestic photovoltaic installations reached 59.7 GW, a year-on-year increase of 30.5%, with March alone seeing a record 20.2 GW added, up 124.4% year-on-year [6] - The industry leader, Sunshine Power, reported a revenue of 19.036 billion yuan, up 50.92%, and a net profit of 3.826 billion yuan, up 82.52%, reinforcing market confidence [6] Gold Market - International gold prices experienced volatility, dropping below $3,310 per ounce, influenced by expectations of adjustments in U.S. auto tariffs [7] - If tariff adjustments are implemented, it could reduce cost pressures on automakers and alleviate inflation expectations, potentially diminishing gold's appeal as a safe-haven asset [9] Investment Strategy - The technology manufacturing sector attracted over 5 billion yuan in net inflow, while consumption and finance sectors saw a net outflow exceeding 3 billion yuan, indicating a preference for "new productive forces" [10] - Investment strategies should focus on three main areas: the humanoid robot supply chain, the photovoltaic industry, and the gold sector, particularly in the context of the Federal Reserve's interest rate cycle and geopolitical risks [10]

Market Overview - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index up 0.09%, and the ChiNext Index up 0.05% [1] - The total market turnover for the half-day was 657.5 billion yuan, a decrease of 71.1 billion yuan compared to the previous day [1] - Over 3,700 stocks in the market experienced an increase [1] Sector Performance - The PEEK materials, beauty care, chemical environmental protection, auto parts, and soybean sectors led the gains, while the electricity, insurance, liquor, precious metals, port shipping, and duty-free shop sectors saw declines [2] - PEEK materials stocks surged collectively, with companies like Juhua Long (301131), Xinhang New Materials (301076), and Zhongxin Fluorine Materials (002915) hitting the daily limit [2] - The chemical environmental protection sector also performed strongly, with United Chemical (301209) reaching a new historical high [2] - The electricity sector faced adjustments, with multiple stocks such as Shao Neng Co. (000601) and Leshan Electric Power (600644) hitting the daily limit down [2] Notable Stocks - Friend Group (601686) opened up 9.55% after reporting a 9680% year-on-year increase in net profit for the first quarter [20] - The stock of Step by Step High (002251) and others in the duty-free shop sector hit the daily limit down [2] Economic Indicators - In the first quarter of 2025, China's service trade totaled 19,741.8 billion yuan, reflecting a year-on-year growth of 8.7% [29] - The knowledge-intensive service trade maintained growth, with a total of 7,524.9 billion yuan, an increase of 2.6% [29] - Travel services showed the fastest growth, with imports and exports reaching 584.9 billion yuan, up 21.8% [29] Policy and Initiatives - The People's Bank of China conducted a 3,405 billion yuan reverse repurchase operation to maintain reasonable liquidity in the banking system [29] - The National Development and Reform Commission allocated 810 billion yuan in special long-term bonds to support the consumption of old goods [31]

Financial Performance - In 2024, the company achieved a revenue of 419 million CNY, with a net profit of 55.97 million CNY [2] - In Q1 2025, the revenue was 116 million CNY, and the net profit reached 16.19 million CNY [3] - Revenue in 2024 decreased by 3.66% compared to the previous year, primarily due to a reduction in product sales prices, despite a 30% increase in total sales volume [3] - In Q1 2025, revenue increased by 12.43% year-on-year, with sales volume across major product categories rising by over 30% [3] Product Performance - Sales of specialty engineering plastics remained stable, while sales of photoinitiators increased by nearly 30% [3] - Cosmetic raw material sales doubled, and sales of agricultural and pharmaceutical intermediates increased by over 40% [3] - DFBP sales volume in Q1 2025 increased by approximately 30% compared to the same period last year [5] Market Outlook and Strategy - The company plans to enhance market expansion efforts and improve capacity utilization [7] - The HAP product is primarily used in high-end skincare products, with new brands starting to adopt it [7] - HDO products serve as cosmetic raw materials with good moisture retention and antibacterial properties, targeting the same customer base as HAP [7] - The company aims to explore new growth points in specialty engineering plastics and cosmetic raw materials [7] Cost and Pricing Dynamics - Product prices will be adjusted based on raw material costs and market competition [6] - An increase in capacity utilization is expected to lower fixed costs per unit, leading to a recovery in gross profit margins in Q1 2025 [6]

Group 1 - The PEEK materials concept increased by 1.75%, ranking first among concept sectors, with 15 stocks rising, including Kent Shares, New Han New Materials, and Zhongxin Fluorine Materials, which rose by 12.97%, 12.38%, and 5.24% respectively [1][2] - The concept sector experienced a net outflow of 254 million yuan, with 12 stocks receiving net inflows, led by New Han New Materials with a net inflow of 55.99 million yuan, followed by Kent Shares, Nanjing Julong, and Kaisheng New Materials [2][3] - The net inflow ratios for Kent Shares, New Han New Materials, and Kaisheng New Materials were 12.82%, 6.67%, and 4.93% respectively, indicating strong interest from main funds [3] Group 2 - The top gainers in the PEEK materials sector included Kent Shares and New Han New Materials, while the top losers were Shuanglin Shares, Tian Ci Materials, and Chaojie Shares, which fell by 2.58%, 2.05%, and 1.79% respectively [1][4] - The trading volume and turnover rates for leading stocks in the PEEK materials sector were significant, with New Han New Materials having a turnover rate of 29.71% and Kent Shares at 28.03% [3][4] - The overall market performance showed a mixed trend, with various sectors experiencing both gains and losses, highlighting the volatility in the current market environment [2][4]

证券代码：301076 证券简称：新瀚新材 公告编号：2025-020 江苏新瀚新材料股份有限公司 关于举办2024年度及2025年第一季度网上业绩说明会并 征集相关问题的公告 重要内容提示： 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 5 月 15 日 前 访 问 网 址 https://eseb.cn/1nPLURQ2KtO或使用微信扫描下方小程序码（见本公告"三、投资者 参加方式"）进行会前提问，公司将通过本次业绩说明会，在信息披露允许范围内 就投资者普遍关注的问题进行回答。 江苏新瀚新材料股份有限公司（以下简称"公司"或"新瀚新材"）已于 2025 年 4 月 26 日 在 中 国 证 监 会 指 定 的 创 业 板 信 息 披 露 网 站 巨 潮 资 讯 网 （www.cninfo.com.cn）上披露了《2024 年年度报告》、《2024 年年度报告摘要》及 《2025 年第一季度报告》。为便于广大投资者进一步了解公司 2024 年度及 2025 年 第一季度经营情况，公司定于 2025 年 5 月 16 日（星期五）下午 15:00 至 16:30 时， 在"价值在线"（www ...

Core Viewpoint - Newhan New Materials (301076.SZ) has reported significant growth in various product categories, including cosmetic raw materials and photoinitiators, achieving a record high in cash flow since its listing [1][4]. Group 1: Financial Performance - In 2024, Newhan New Materials achieved a total revenue of 419 million yuan and a net profit attributable to shareholders of 55.97 million yuan [2]. - The specialty engineering plastics business contributed significantly, generating 175 million yuan, accounting for over 40% of total revenue [2]. - The company reported a net cash flow from operating activities of 139 million yuan in 2024, a year-on-year increase of 525.7% [4]. Group 2: Market and Product Development - Newhan New Materials specializes in producing various aromatic ketone products, including key raw materials for specialty engineering plastics, photoinitiators, and cosmetic raw materials, with applications in aerospace, coatings, inks, cosmetics, and medical fields [2]. - The company’s DFBP is a critical raw material for manufacturing PEEK (polyether ether ketone), which is increasingly used across diverse sectors such as electronics, transportation, and healthcare [2][3]. - The PEEK materials market in China is projected to exceed 2 billion yuan in 2024, with an annual growth rate of 15%-20% [2]. Group 3: Competitive Advantages - Newhan New Materials has established stable partnerships with major global manufacturers in the PEEK field, leveraging its technological advancements and product quality [3]. - The company has strengthened its core competitiveness in cosmetic raw materials, agricultural intermediates, and photoinitiators, with significant revenue growth in these segments [3]. - In 2024, revenue from cosmetic raw materials, agricultural intermediates, and photoinitiators reached 93.58 million yuan, 79.96 million yuan, and 70.84 million yuan, respectively, with year-on-year growth rates of 77.32%, 30.15%, and 6.87% [3]. Group 4: Capacity Expansion and Innovation - Newhan New Materials is expanding its production capacity, planning to build an additional 8,000-ton aromatic ketone production facility to meet increasing customer demand [5]. - The company emphasizes technological innovation, having developed new techniques that enhance product quality and reduce environmental impact [6]. - Newhan New Materials holds 29 invention patents and 21 utility model patents, with plans to strengthen industry-academia-research collaborations [6]. Group 5: ESG Commitment - Newhan New Materials integrates ESG principles into its operations, focusing on sustainable development and stakeholder interests [7]. - The company has a robust cash dividend policy, proposing a cash dividend of 1 yuan per 10 shares for 2024, amounting to 13.45 million yuan, which represents 24% of its net profit [7]. - In 2024, the company effectively controlled greenhouse gas emissions and was recognized as an "Environmental Demonstration Enterprise" in Nanjing [7].