证券代码：920098 证券简称：科隆新材 公告编号：2025-126 持股 5%以上股东拟减持股份的预披露公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 一、 减持主体的基本情况 | 股东名称 | 股东身份 | | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | --- | | | | | （股） | （%） | | | 宁波合恩伟业创业 | 持股 | 5%以上 | 6,234,413 | 7.6665% | 北交所上市前取得 | | 投资合伙企业（有限 | | 股东 | | | | | 合伙） ( 以 下 简 称 | | | | | | | "合恩伟业") | | | | | | | 上海秉原旭股权投 | 持股 | 5%以上 | 4,332,918 | 5.3282% | 北交所上市前取得 | | 资发展中心（有限合 | | 股东 | | | | | 伙）（以下简称"上 | | | | | | | 海秉原旭"） | | | | | | | | | 计 ...

Market Overview - On September 18, the rubber sector increased by 0.88%, led by Sanwei Equipment, while the Shanghai Composite Index closed at 3831.66, down 1.15% [1] - The Shenzhen Component Index closed at 13075.66, down 1.06% [1] Key Performers in Rubber Sector - Yiwai Equipment (831834) closed at 26.00, up 30.00% with a trading volume of 141,700 shares and a transaction value of 332 million [1] - Kexin New Source (300731) closed at 49.72, up 9.39% with a trading volume of 228,800 shares and a transaction value of 1.122 billion [1] - Sanwei Co. (603033) closed at 13.22, up 6.27% with a trading volume of 299,200 shares and a transaction value of 392 million [1] - Zhenan Technology (300767) closed at 23.70, up 5.52% with a trading volume of 316,300 shares and a transaction value of 754 million [1] Fund Flow Analysis - The rubber sector saw a net inflow of 39.38 million from main funds, while retail investors experienced a net outflow of 116 million [2] - Speculative funds had a net inflow of 76.45 million [2] Individual Stock Fund Flow - Zhenan Technology (300767) had a main fund net inflow of 68.72 million, with a retail net outflow of 64.88 million [3] - Kexin New Source (300731) had a main fund net inflow of 60.62 million, with a retail net outflow of 21.22 million [3] - Sanwei Co. (603033) had a main fund net inflow of 9.68 million, with a retail net outflow of 11.59 million [3]

证券时报·数据宝统计显示，近一个月共有66家北交所公司获机构调研，调研机构类型显示，券商共对 66家公司进行调研；基金调研56家；阳光私募调研50家；保险调研34家；海外机构调研8家。 根据调研日期截止日统计，近一个月（8月16日至9月15日），共有66家北交所公司获机构调研，其中， 纳科诺尔最受关注，参与调研的机构有114家。 机构调研榜单中，纳科诺尔参与调研的机构合计达114家，最受关注；其次是科隆新材、奥迪威、海达 尔，参与调研的机构分别有67家、65家、64家。 按申万行业分类，获机构调研的北交所公司分属于17个行业，机械设备、基础化工、电子等行业较为集 中，分别有13家、9家、9家公司上榜。 机构调研次数来看，优机股份机构调研最为密集，共获机构3次调研。科隆新材、奥迪威、海达尔等机 构调研也较为密集，均被机构调研2次。 市场表现方面，获机构调研的北交所公司近一个月平均上涨5.67%。其间股价上涨的有42只，涨幅居前 的有贝特瑞、开特股份、海达尔等，分别上涨50.86%、46.11%、30.37%；从换手率来看，获调研的北 交所公司中，近一个月日均换手率平均值为6.76%，日均换手率居前的有盖世食品、 ...

Group 1 - In the past month (from August 13 to September 12), 70 companies listed on the Beijing Stock Exchange (BSE) received institutional research, with Naconor being the most popular, attracting 114 participating institutions [1] - The types of institutions conducting research include 70 brokerages, 59 funds, 53 private equity firms, 36 insurance companies, and 8 overseas institutions [1] - The companies that received the most attention after Naconor are Kelong New Materials, Audiwei, and Haidar, with 67, 65, and 64 participating institutions respectively [1] Group 2 - The average stock price of the companies that received institutional research increased by 6.28% over the past month, with 48 stocks rising, including Better Battery, Shuguang Digital Innovation, and Haineng Technology, which rose by 46.84%, 45.58%, and 45.33% respectively [2] - The average market capitalization of all companies on the BSE is 3.385 billion yuan, while the average market capitalization of the companies that received research is 4.565 billion yuan [2] - The companies with the highest market capitalization among those researched include Better Battery, Shuguang Digital Innovation, and Tiangong Co., Ltd. [2] Group 3 - Among the companies that received institutional research, Yujie Co. had the highest frequency of research with 3 times, while Kelong New Materials, Audiwei, and Haidar were researched 2 times each [1] - The industries with the most companies receiving research include machinery equipment, basic chemicals, and electronics, with 16, 9, and 9 companies respectively [1]

Market Overview - On September 12, the rubber sector declined by 0.61%, with Li Tong Technology leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the rubber sector included: - Yanggu Huatai (300121) with a closing price of 15.74, up 5.85% and a trading volume of 245,100 shares, totaling 372 million yuan [1] - Yuanxiang New Materials (301300) closed at 40.88, up 1.49% with a trading volume of 8,829 shares, totaling 35.86 million yuan [1] - Zhen'an Technology (300767) closed at 22.26, up 1.37% with a trading volume of 142,900 shares, totaling 316 million yuan [1] Fund Flow Analysis - The rubber sector experienced a net outflow of 7.28 million yuan from main funds, while retail funds saw a net inflow of 48.35 million yuan [2] - The overall net outflow from retail investors was 41.07 million yuan [2] Individual Stock Fund Flow - Key stocks with significant fund flow included: - Yanggu Huatai (300121) had a main fund net inflow of 29.59 million yuan, while retail investors had a net outflow of 24.07 million yuan [3] - Zhen'an Technology (300767) saw a main fund net inflow of 18.52 million yuan, with retail investors experiencing a net outflow of 19.85 million yuan [3] - Longxing Technology (002442) had a main fund net inflow of 4.65 million yuan, while retail investors had a net outflow of 2.56 million yuan [3]

Group 1 - In the past month (from August 12 to September 11), 68 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Naconor being the most notable, receiving attention from 114 institutions [1] - The types of institutions conducting the research included 68 brokerages, 57 funds, 53 private equity firms, 36 insurance companies, and 8 overseas institutions [1] - The companies that received the most institutional attention after Naconor were Kelong New Materials, Audiwei, and Haidar, with 67, 65, and 64 institutions participating in their investigations, respectively [1] Group 2 - The average stock price of the companies investigated by institutions increased by 7.06% over the past month, with 46 stocks rising, including Shuguang Shuchuang, Better Energy, and Haineng Technology, which saw increases of 63.42%, 53.97%, and 44.79% respectively [2] - The average market capitalization of all companies on the BSE was 3.43 billion yuan, while the average market capitalization of the companies that were investigated was 4.66 billion yuan [2] - The companies with the highest market capitalization among those investigated included Better Energy, Shuguang Shuchuang, and Development Technology [2] Group 3 - The most frequently investigated company was Youji Co., which was researched 3 times, while Kelong New Materials, Audiwei, and Haidar were each investigated 2 times [1] - The industries with the most companies investigated included machinery equipment, basic chemicals, and electronics, with 15, 9, and 9 companies respectively [1]

Group 1 - In the past month, 66 companies listed on the Beijing Stock Exchange (BSE) received institutional research, with Naconor being the most popular, attracting 114 participating institutions [1] - The types of institutions conducting research include 65 brokerages, 52 funds, 49 private equity firms, 36 insurance companies, and 8 overseas institutions [1] - The companies that received the most attention after Naconor are Kelong New Materials, Tonghui Electronics, and Jianbang Technology, with 67, 65, and 62 participating institutions respectively [1] Group 2 - Kelong New Materials, Tongli Co., and Mingyang Technology had the highest frequency of institutional research, each receiving two rounds of research [2] - Companies that received institutional research saw an average stock price increase of 11.63% over the past month, with 51 stocks rising, including Haineng Technology, Zhuozhao Adhesive, and Better Ray, which increased by 58.09%, 54.93%, and 46.75% respectively [2] - The average market capitalization of all BSE companies is 3.455 billion yuan, while the average market capitalization of companies that received research is 4.323 billion yuan, with Better Ray, Tiangong Co., and Naconor leading in market capitalization [2] Group 3 - A detailed list of companies that received institutional research includes Naconor, Kelong New Materials, Tonghui Electronics, and others, with their respective number of participating institutions, research frequency, latest closing prices, and percentage changes [3][4] - The highest daily turnover rates among researched companies were recorded for Zhuozhao Adhesive, Tiangong Co., and Gais Food, with average daily turnover rates of 13.07%, 12.82%, and 12.66% respectively [2]

Group 1 - In the past month (from August 5 to September 4), 65 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Naconor being the most popular, receiving attention from 114 institutions [1][2] - The types of institutions conducting the research included 64 brokerages, 50 funds, 47 private equity firms, 35 insurance companies, and 8 overseas institutions [1] - The companies that received the most institutional attention after Naconor were Kelong New Materials, Tonghui Electronics, and Jianbang Technology, with 67, 65, and 62 institutions participating in their investigations, respectively [1] Group 2 - Kelong New Materials, Tongli Co., and Mingyang Technology had the highest frequency of institutional investigations, each receiving two investigations [2] - Companies that were investigated by institutions saw an average stock price increase of 7.63% over the month, with 41 stocks rising, including Haineng Technology, Zhuozhao Point Glue, and Huami New Materials, which increased by 52.93%, 52.37%, and 46.38%, respectively [2] - The average market capitalization of all companies on the BSE was 3.318 billion yuan, while the average market capitalization of the companies that were investigated was 4.078 billion yuan [2] Group 3 - The top companies by the number of institutions investigating them included Naconor (114), Kelong New Materials (67), and Tonghui Electronics (65) [2][3] - The average daily turnover rate for the investigated companies was 6.43%, with the highest turnover rates for Huami New Materials (13.07%), Zhuozhao Point Glue (12.74%), and Tiangong Co. (12.61%) [2] - The companies with the highest market capitalization among those investigated included Better Battery, Tiangong Co., and Tongli Co. [2] Group 4 - The investigation data also highlighted companies like Haineng Technology, which saw a stock price increase of 52.93%, and Zhuozhao Point Glue, which increased by 52.37% [2][3] - Other notable companies included Beitery, which had a stock price increase of 23.95%, and Tiangong Co., which had a stock price increase of 1.50% [3][4] - The report included a detailed list of companies, their respective number of institutional investigations, stock prices, and percentage changes in stock prices [3][4]

Core Viewpoint - The increase in institutional research activity on the Beijing Stock Exchange (BSE) is driven by a favorable A-share market and the recent disclosure of half-year reports by listed companies, leading to heightened interest from various types of investors [1][2]. Group 1: Institutional Research Activity - Since August, 68 listed companies on the BSE have announced a total of 77 research records, with brokerages, funds, private equity firms, and venture capital companies being the main participants [1]. - The high proportion of institutional visits indicates a clear professional and institutional characteristic of the BSE, positioning it as an important allocation direction for institutional investors [1]. Group 2: Company Performance and Focus Areas - Companies in the consumer and high-end manufacturing sectors are particularly favored by research institutions, with Taihu Snow receiving three research visits from over 40 institutions focusing on sales driven by national subsidy policies and online channel strategy adjustments [1]. - Star Technology's servo system reported a 228.42% year-on-year increase in net profit attributable to shareholders in the first half of the year, marking the highest profit level since its listing, driven by growth in the new energy and military sectors [3]. Group 3: Market Trends and Future Outlook - The BSE's deepening reform policies are attracting more institutional investors, with an increasing number of high-quality small and medium-sized enterprises emerging, providing a rich resource for institutional research [2]. - The strong revenue growth and high net profit margins of BSE-listed companies reflect robust growth resilience, particularly in sectors like new energy, new materials, and high-end equipment manufacturing [4]. - The investment value of the BSE is expected to become more prominent as more quality companies list, with a potential for significant differentiation among individual stocks based on technological barriers and strong performance [4].

Group 1 - In the past month (from August 3 to September 2), 63 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Naconor being the most popular, receiving attention from 114 institutions [1][2] - The types of institutions conducting the research include 62 brokerages, 47 funds, 45 private equity firms, 33 insurance companies, and 8 overseas institutions [1] - The companies that received the most institutional attention after Naconor are Kelong New Materials, Tonghui Electronics, and Jianbang Technology, with 67, 65, and 62 institutions participating in their investigations, respectively [1] Group 2 - Kelong New Materials, Tongli Co., and Mingyang Technology had the highest frequency of institutional investigations, each receiving two rounds of research [2] - Companies that were investigated by institutions saw an average stock price increase of 10.89% over the past month, with 48 stocks rising, including Huami New Materials, Haineng Technology, and Zhuozhao Adhesive, which increased by 67.89%, 59.87%, and 51.22% respectively [2] - The average market capitalization of all companies on the BSE is 3.366 billion yuan, while the average market capitalization of the companies that were investigated is 4.234 billion yuan [2] Group 3 - The top companies by the number of institutions investigating them include Naconor (114), Kelong New Materials (67), and Tonghui Electronics (65) [2][3] - The average daily turnover rate for the investigated companies was 6.22%, with Huami New Materials, Tiangong Co., and Zhuozhao Adhesive having the highest turnover rates of 13.21%, 12.71%, and 12.50% respectively [2] - The report includes a detailed list of companies, their codes, number of institutions involved, investigation frequency, latest closing prices, percentage changes, and industry classifications [2][3][4]