格隆汇1月12日丨贵研铂业(600459.SH)在投资者互动平台表示，公司的孙公司贵研生物材料公司在用于 脑机接口领域的贵金属新材料加工和产品市场方面有一定的布局，部分用于脑机接口的贵金属新材料目 前尚处于实验室阶段，部分样品已提供下游客户进行放大验证，但产生的收入和利润在公司总体收入和 利润中的占比极小。 ...

证券研究报告·行业跟踪周报·有色金属 有色金属行业跟踪周报 美国降息预期维持不变有色金属惯性上涨， 关注 BCOM 调仓波动率放大 增持（维持） [Table_Tag] [Table_Summary] 投资要点 证券分析师 孟祥文 执业证书：S0600523120001 mengxw@dwzq.com.cn 证券分析师 徐毅达 执业证书：S0600524110001 xuyd@dwzq.com.cn 行业走势 -4% 7% 18% 29% 40% 51% 62% 73% 84% 95% 2025/1/13 2025/5/13 2025/9/10 2026/1/8 有色金属 沪深300 ◼ 回顾本周行情（1 月 5 日-1 月 9 日），有色板块本周上涨 8.56%，在全部一级行业 中排名靠前。二级行业方面，周内申万有色金属类二级行业中小金属板块上涨 11.67%，金属新材料板块上涨 9.02%，工业金属板块上涨 8.52%，贵金属板块上涨 7.28%，能源金属板块上涨 6.30%。工业金属方面，本周美国劳动力市场趋势放缓， 市场预计 26 年美联储仍有两次降息空间，市场维持乐观做多情绪，工业金属本周 录得普涨 ...

华夏中证1000ETF（159845）基金经理为赵宗庭。 从安泰科技十大流通股东角度 数据显示，华夏基金旗下1只基金位居安泰科技十大流通股东。华夏中证1000ETF（159845）三季度减 持5700股，持有股数399.71万股，占流通股的比例为0.39%。根据测算，今日浮盈赚取约683.5万元。连 续3天上涨期间浮盈赚取1534.89万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模454.69亿。今年以来收益7.05%，同类 排名1297/5579；近一年收益45.11%，同类排名1637/4202；成立以来收益39.01%。 1月12日，安泰科技涨6.79%，截至发稿，报26.90元/股，成交2.84亿元，换手率1.02%，总市值282.59亿 元。安泰科技股价已经连续3天上涨，区间累计涨幅17.99%。 资料显示，安泰科技股份有限公司位于北京市海淀区学院南路76号，成立日期1998年12月30日，上市日 期2000年5月29日，公司主营业务涉及以先进金属新材料及制品的研发和生产销售为主业。主营业务收 入构成为：先进功能材料及器件38.53%，特种粉末冶金材料及制品36 ...

Core Viewpoint - The company anticipates steady growth in its amorphous materials industry through 2025, driven by strategic initiatives and market opportunities [2] Financial Performance - In the first half of the year, the amorphous materials segment achieved revenue of 508 million yuan, representing a year-on-year increase of 12.88% [2] - The net profit for the same period was 40.64 million yuan, showing a significant year-on-year growth of 81.8% [2] Market Dynamics - Although overseas exports experienced a slight decline in the second half due to external factors, sales of nanocrystalline strip materials continued to grow [2] - The export of iron core products surpassed 600 tons for the first time [2] Domestic Market Position - In the domestic market for strip materials used in three-dimensional coil transformers, monthly sales exceeded 1,800 tons for the first time, further solidifying the company's leading position [2] Future Initiatives - A new 10,000-ton amorphous strip project has been completed and accepted on schedule, significantly enhancing the company's supply capacity for high-end energy-saving transformers [2] - The company plans to deepen its focus on the green power distribution sector, leveraging energy efficiency improvement policies to expand market share in high-efficiency energy-saving products [2] - Increased R&D efforts will target emerging market opportunities, although these markets have not yet contributed to revenue [2] - The company aims to collaborate with downstream customers to drive product development and technological breakthroughs while actively participating in industry standard-setting to strengthen its ecological leadership [2]

证券之星消息，1月9日金属新材料板块较上一交易日上涨3.12%，安泰科技领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000969 | 安泰科技 | 25.19 | 10.00% | 111.11万 | 27.46亿 | | 603045 | 福达合金 | 22.50 | 8.28% | 10.33万 | 2.27亿 | | 300748 | 金力永磁 | 37.80 | 6.48% | 111.62万 | 42.12亿 | | 301141 | 中科磁业 | 59.83 | 4.82% | 10.25万 | 6.13亿 | | 300127 | 银河磁体 | 33.77 | 4.10% | 20.35万 | 6.84亿 | | 300963 | 中洲特材 | 24.34 | 3.97% | 71.42万 | 17.00亿 | | 688077 | 大地能 ...

第3笔成交价格为94.40元，成交3.00万股，成交金额283.20万元，溢价率为-7.98%，买方营业部为广发 证券股份有限公司总部，卖方营业部为国泰海通证券股份有限公司青岛南京路证券营业部。 第4笔成交价格为94.40元，成交2.50万股，成交金额236.00万元，溢价率为-7.98%，买方营业部为广发 证券股份有限公司总部，卖方营业部为国泰海通证券股份有限公司青岛南京路证券营业部。 第5笔成交价格为94.40元，成交2.20万股，成交金额207.68万元，溢价率为-7.98%，买方营业部为中信 建投证券股份有限公司北京方庄路证券营业部，卖方营业部为国泰海通证券股份有限公司青岛南京路证 券营业部。 第6笔成交价格为94.40元，成交3.00万股，成交金额283.20万元，溢价率为-7.98%，买方营业部为瑞银 证券有限责任公司上海花园石桥路证券营业部，卖方营业部为国泰海通证券股份有限公司青岛南京路证 券营业部。 1月8日，云路股份收跌0.02%，收盘价为102.59元，发生9笔大宗交易，合计成交量24.4万股，成交金额 2303.36万元。 第1笔成交价格为94.40元，成交2.20万股，成交金额207. ...

Group 1 - Jiangnan New Materials experienced a decline of 5.04% on January 8, with a stock price of 86.51 yuan per share, a trading volume of 170 million yuan, a turnover rate of 6.61%, and a total market capitalization of 12.608 billion yuan [1] - Jiangnan New Materials, established on July 26, 2007, is located in Yingtan City, Jiangxi Province, and specializes in the research, production, and sales of copper-based new materials. The main revenue composition includes copper ball series (78.30%), copper oxide powder series (17.26%), and others [1] Group 2 - Longsheng Fund has a significant holding in Jiangnan New Materials, with the Changsheng Craft Research Mixed A Fund (014885) holding 25,500 shares, accounting for 2.39% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 117,000 yuan [2] - The Changsheng Craft Research Mixed A Fund was established on July 5, 2022, with a latest scale of 63.4632 million yuan. Year-to-date return is 5.95%, ranking 1143 out of 8825 in its category, while the one-year return is 40.75%, ranking 2923 out of 8084 [2]

Group 1 - The core point of the news is that Antai Technology's stock price increased by 5.29% to 23.68 CNY per share, with a trading volume of 976 million CNY and a turnover rate of 4.08%, resulting in a total market capitalization of 24.876 billion CNY [1] - Antai Technology Co., Ltd. is located in Haidian District, Beijing, and was established on December 30, 1998, with its listing date on May 29, 2000. The company's main business involves the research, development, and production of advanced metal new materials and products [1] - The revenue composition of Antai Technology includes advanced functional materials and devices at 38.53%, special powder metallurgy materials and products at 36.75%, and high-quality special steel and welding materials at 24.71% [1] Group 2 - From the perspective of Antai Technology's top ten circulating shareholders, data shows that a fund under Huaxia Fund ranks among the top shareholders. The Huaxia CSI 1000 ETF (159845) reduced its holdings by 5,700 shares in the third quarter, holding a total of 3.9971 million shares, which accounts for 0.39% of the circulating shares [2] - The Huaxia CSI 1000 ETF (159845) was established on March 18, 2021, with a latest scale of 45.469 billion CNY. Year-to-date returns are 4.11%, ranking 2066 out of 5493 in its category; the one-year return is 40.64%, ranking 1777 out of 4197; and since inception, the return is 35.19% [2]

Core Viewpoint - The company, Youyan Powder Materials, is set to commence production in Thailand in June 2024 and anticipates turning a profit by 2025, with expectations of increased contributions following the realization of economies of scale [2] Group 1 - The Thai facility is expected to officially start production in June 2024 [2] - The company projects to achieve profitability by 2025 [2] - There are expectations for greater contributions from the Thai operations as economies of scale are realized [2]

（编辑 丛可心） 证券日报网1月7日讯 ，有研粉材在接受调研者提问时表示，公司成立于2004年，控股股东中国有研科 技集团是国务院国资委所属中央一级企业，公司属于二级中央企业。公司业务分为四个板块。第一个板 块是铜基金属粉体材料，目前国内市占率约30%，主要应用于粉末冶金、金刚石工具、摩擦材料、催化 剂、电碳电刷、散热器件等下游领域，该板块的公司有有研合肥、有研重冶和境外的有研泰国、英国 Makin公司；第二个板块是微电子锡基焊粉材料，目前在国内市场占有率约15%，国内第一，主要应用 于微电子的封装/组装，下游领域主要为消费电子，该板块公司有康普锡威及其山东子公司；第三个板 块是增材制造用粉体材料（3D打印用粉体材料）板块，运营的公司为有研增材及其山东子公司，3D打 印粉体产品主要为生产工艺比较有特色的铝合金粉、高温合金粉、铜合金粉和不锈钢粉，另外有研增材 除了3D打印用粉体材料还生产一些高温特种粉体材料如软磁、MIM粉等；第四个板块是电子浆料，与 微电子锡基焊粉材料都属于微电子互连材料，有研纳微公司的锡膏模块也属于锡粉的下游领域，主要用 于微电子的封装、半导体组装等，新开发的产品包括纳米级铜粉、银铜粉和镍粉 ...