金融界消息 截至2025年8月25日收盘，盛德鑫泰（300881）报收于38.05元，上涨2.67%，换手率 7.21%，成交量4.14万手，成交金额1.57亿元。 资金流向方面，今日主力资金净流入1814.97万元，占比成交额11.59%。其中，超大单净流入729.39万 元、占成交额4.66%，大单净流入1085.58万元、占成交额6.93%，中单净流出流入112.73万元、占成交 额0.72%，小单净流出1927.71万元、占成交额12.31%。 盛德鑫泰最新一期业绩显示，截至2025一季报，公司营业总收入6.76亿元、同比增长13.84%，归属净利 润4940.68万元，同比减少0.76%，扣非净利润4910.75万元，同比增长2.30%，流动比率1.305、速动比率 0.925、资产负债率61.71%。 天眼查商业履历信息显示，盛德鑫泰新材料股份有限公司，成立于2001年，位于常州市，是一家以从事 金属制品业为主的企业。企业注册资本11000万人民币，实缴资本11000万人民币。公司法定代表人为周 文庆。 通过天眼查大数据分析，盛德鑫泰新材料股份有限公司共对外投资了5家企业，参与招投标项目362次， ...

Group 1 - The stock of He Sheng New Materials increased by 7.42% on August 25, closing at 35.33 yuan [1] - A block trade occurred with a total volume of 373,500 shares and a transaction amount of 12.53 million yuan, with a discount rate of -5.01% [1] - The buyer was CITIC Securities Co., Ltd. Beijing Dongcheng Branch, and the seller was Debon Securities Co., Ltd. Shanghai Zhaopu Road Securities Branch [1] Group 2 - In the last three months, the stock has recorded three block trades with a total transaction amount of 164 million yuan [1] - Over the past five trading days, the stock has risen by 17.73%, with a net inflow of main funds totaling 66.96 million yuan [1]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the first half of the year, driven by increased sales orders, higher capacity utilization, and reduced production costs [2] Financial Performance - The company achieved a revenue of 3.963 billion, representing a year-on-year increase of 63.55% [2] - The net profit reached 36.7541 million, marking a turnaround from a loss to profitability compared to the previous year [2] Operational Factors - The growth in revenue and profit is attributed to a year-on-year increase in sales orders [2] - The company experienced a rise in capacity utilization compared to the previous year [2] - There was a reduction in unit production costs, contributing to improved profitability [2]

金融界消息 截至2025年8月25日收盘，立霸股份（603519）报收于13.29元，下跌3.42%，换手率 3.55%，成交量9.46万手，成交金额1.26亿元。 资金流向方面，今日主力资金净流入2237.44万元，占比成交额17.74%。其中，超大单净流入921.54万 元、占成交额7.31%，大单净流入1315.90万元、占成交额10.43%，中单净流出流入332.85万元、占成交 额2.64%，小单净流出2570.29万元、占成交额20.38%。 天眼查商业履历信息显示，江苏立霸实业股份有限公司，成立于1994年，位于无锡市，是一家以从事金 属制品业为主的企业。企业注册资本26632.7839万人民币，实缴资本6000万人民币。公司法定代表人为 卢凤仙。 通过天眼查大数据分析，江苏立霸实业股份有限公司共对外投资了7家企业，参与招投标项目15次，知 识产权方面有商标信息1条，专利信息376条，此外企业还拥有行政许可35个。 来源：金融界 立霸股份最新一期业绩显示，截至2025一季报，公司营业总收入4.19亿元、同比增长6.53%，归属净利 润3471.74万元，同比增长9.91%，扣非净利润3413.0 ...

格隆汇8月25日丨海昌新材(300885.SZ)公布2025年半年度报告，上半年公司实现营业收入1.38亿元，同 比下降4.75%；归属于上市公司股东的净利润3074.24万元，同比增长0.14%；归属于上市公司股东的扣 除非经常性损益的净利润2857.86万元，同比增长2.33%；基本每股收益0.1239元。 ...

智通财经APP讯，福然德(605050.SH)披露2025年半年度报告，报告期公司实现营收52.15亿元，同比增 长2.25%;归母净利润1.53亿元，同比增长30.53%;扣非净利润1.51亿元，同比增长34.88%;基本每股收益 0.31元。 ...

福然德公告，2025年上半年营业收入52.15亿元，同比增长2.25%。净利润1.53亿元，同比增长30.53%。 ...

Group 1: New Stock Offerings - Two new stocks will be available for subscription this week: Huaxin Jingke and Sanxie Electric [1] - Huaxin Jingke will open for subscription on Monday, while Sanxie Electric will open on Tuesday [1] Group 2: Huaxin Jingke - The issue price for Huaxin Jingke is 18.6 yuan per share, with a maximum subscription limit of 13,500 shares per account, requiring a market value of 135,000 yuan [2] - The company specializes in the research, production, and sales of precision stamping iron cores, with major products including various types of iron cores for electric vehicle drive motors, micro motors, electrical equipment, and ignition coils [2][3] - Huaxin Jingke has established strong partnerships with major automotive and electrical manufacturers, including BYD and BMW [2][3] - The company reported revenues of 1.192 billion yuan, 1.189 billion yuan, and 1.421 billion yuan for 2022, 2023, and 2024, respectively, with net profits of 114 million yuan, 156 million yuan, and 153 million yuan [3] Group 3: Sanxie Electric - The issue price for Sanxie Electric is 8.83 yuan per share, with a maximum subscription limit of 855,000 shares per account [4] - Sanxie Electric is a high-tech enterprise focused on the research, manufacturing, and sales of control motors, including stepper motors, servo motors, and brushless motors [4] - The company has developed a strong reputation in the AGV and collaborative robot sectors, gaining recognition from clients such as Hikvision and Dahua [4] - Sanxie Electric's revenues for 2022, 2023, and 2024 are projected to be 287 million yuan, 362 million yuan, and 420 million yuan, respectively, with net profits of 27 million yuan, 49 million yuan, and 56 million yuan [5] Group 4: Fund Utilization - Huaxin Jingke plans to use the raised funds for expanding production of electric vehicle drive motor iron cores, establishing a precision stamping and mold R&D center, and supplementing working capital [3] - Sanxie Electric intends to allocate the raised funds for expanding green energy-saving intelligent control motor production, building a research and development center, and supplementing working capital [6]

Core Viewpoint - This week, two new stocks will be available for subscription in the A-share market, namely Huaxin Jingke and Sanxie Electric, with subscriptions starting on Monday and Tuesday respectively [2]. Group 1: Huaxin Jingke - Huaxin Jingke is a leading manufacturer in the field of precision stamping iron cores, with established partnerships with major companies like BYD and BMW [2][3]. - The offering price for Huaxin Jingke is set at 18.6 CNY per share, with a maximum subscription limit of 13,500 shares per account, requiring a market value of 135,000 CNY in the Shanghai market [3]. - The company specializes in the research, production, and sales of various precision stamping iron cores, which include types for electric vehicle drive motors, micro motors, electrical equipment, and ignition coils [3][4]. - Huaxin Jingke has achieved revenues of 1.192 billion CNY, 1.189 billion CNY, and 1.421 billion CNY for the years 2022, 2023, and 2024 respectively, with net profits of 114 million CNY, 156 million CNY, and 153 million CNY [4]. Group 2: Sanxie Electric - Sanxie Electric is a high-tech enterprise focused on the research, manufacturing, and sales of control motors, with products including stepper motors, servo motors, and brushless motors [5][6]. - The offering price for Sanxie Electric is 8.83 CNY per share, with a maximum subscription limit of 855,000 shares per account [5]. - The company emphasizes innovation in motor technology and has developed a comprehensive process database to meet diverse customer needs [5][6]. - Sanxie Electric has reported revenues of 287 million CNY, 362 million CNY, and 420 million CNY for the years 2022, 2023, and 2024 respectively, with net profits of 27 million CNY, 49 million CNY, and 56 million CNY [6][7].

Core Insights - GH3230 high-temperature alloy wire is widely used in aerospace engines, gas turbines, and other high-temperature environments, known for its excellent heat resistance, corrosion resistance, and oxidation resistance [1][4] - The alloy's main components include nickel (approximately 60%), chromium (approximately 20%), cobalt (approximately 10%), molybdenum (approximately 3%), and aluminum (approximately 3%) [6] - GH3230 can operate stably within a temperature range of 800°C to 1000°C, with a tensile strength exceeding 700MPa at room temperature [4] Physical Properties - The alloy's high-temperature stability and mechanical performance are achieved through precise alloy design and smelting processes, adhering to ASTM B637 standards [3] - Heat treatment processes, including solution treatment and aging treatment, are crucial for enhancing the alloy's high-temperature performance and oxidation resistance [4] Industry Challenges - There are ongoing debates regarding the long-term oxidation resistance of GH3230 under continuous high-temperature operations, particularly in environments with high oxygen content [5] - The price of GH3230 alloy is influenced by fluctuations in raw material prices, with recent significant increases in nickel prices impacting production costs [5] - The current LME nickel spot price is approximately $18,500 per ton, while the Shanghai Nonferrous Metals Network quotes nickel at around ¥17,800 per ton [5] Application Considerations - GH3230 alloy wire has broad application prospects in high-temperature fields such as aerospace and energy, becoming a preferred material for many critical components [5] - Common misconceptions in material selection include neglecting the matching of alloy components, overlooking environmental factors affecting material performance, and blindly relying on standard materials [6]