金属新材料

Search documents
华达新材: 浙江华达新型材料股份有限公司2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-12 10:16
Core Points - The company Zhejiang Huada New Materials Co., Ltd. has announced a cash dividend of 0.15 yuan per share for its A shares [1][2] - The dividend distribution plan was approved at the 2024 annual shareholders' meeting held on May 13, 2025 [1][2] - The record date for the dividend is June 18, 2025, with the ex-dividend date and the cash dividend payment date both set for June 19, 2025 [1][2] Dividend Distribution Details - The total share capital of the company is 511,420,000 shares, and the cash dividend will be distributed based on the adjusted total share capital after accounting for any share buybacks [2] - The cash dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the record date [1][2] - The company will not issue bonus shares or increase capital from the capital reserve, meaning the total number of circulating shares will remain unchanged [2] Taxation Information - For individual shareholders holding shares for more than one year, the dividend income is temporarily exempt from individual income tax; for those holding shares for one month or less, the full dividend income is subject to a 20% tax rate [5][6] - The actual cash dividend received by individual shareholders after tax will be 0.15 yuan per share [5][6] - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.135 yuan per share [6][7]
A股收评:创业板指涨0.26% 新消费概念股走强
news flash· 2025-06-12 07:13
Core Viewpoint - The A-share market showed mixed performance with the ChiNext Index rising by 0.26%, driven by strong new consumption concept stocks, while other indices experienced slight declines [1] Market Performance - The three major A-share indices opened lower and fluctuated throughout the day, with the Shanghai Composite Index up by 0.01%, the Shenzhen Component down by 0.11%, and the ChiNext Index up by 0.226% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.27 trillion yuan, an increase of 16.3 billion yuan compared to the previous trading day [1] Sector Performance - Market hotspots rotated, with over 3,000 stocks declining, while sectors such as metal new materials, precious metals, IP economy, and controllable nuclear fusion saw significant gains [1] - Conversely, the aquaculture, port shipping, and liquor sectors experienced notable declines, with the liquor index hitting a four-month low [1] Notable Stocks - New stock N Haiyang debuted with a remarkable increase of 386% on its first trading day [1] - New consumption concept stocks continued to perform strongly, with companies like Deyi Culture, Yue Media, and Yuanlong Yatu reaching their daily price limits [1] - Innovative drug concept stocks maintained their strength, with Haishike hitting the daily limit [1] Declines in Specific Sectors - The port shipping sector saw a pullback, with Lianyungang's stock dropping over 7% [1] - The liquor sector faced widespread declines, with the price of the 25-year-old Feitian Moutai falling below 2,000 yuan [1]
A股午评:沪指涨0.07% 港口航运板块走势反覆
news flash· 2025-06-12 03:42
金十数据6月12日讯,A股三大股指早盘低开高走,震荡上行。截至中午收盘,沪指涨0.07%,深证成指 涨0.05%,创业板指涨0.5%;沪深两市半日成交额7752亿,较上个交易日缩量154亿。盘面上热点快速 轮动,个股跌多涨少,金属新材料、贵金属、通讯设备、可控核聚变等板块涨幅居前,种植业、养殖 业、港口运输等板块跌幅居前。量子科技概念涨幅居前,格尔软件、东信和平涨停。CPO概念反弹,天 孚通信、联特科技涨超10%,铭普光磁涨停。港口航运板块回调,连云港、宁波海运跌超5%。 A股午评:沪指涨0.07% 港口航运板块走势反覆 ...
A股金属新材料板块持续上涨,英思特涨近14%,中洲特材、江南新材、天力复合均涨超8%,宁波韵升,新莱福、深圳新星等跟涨。
news flash· 2025-06-12 02:26
Core Viewpoint - The A-share metal new materials sector is experiencing a significant rise, with notable increases in stock prices for various companies [1] Company Performance - In particular, Instech has surged nearly 14% [1] - Zhongzhou Special Materials, Jiangnan New Materials, and Tianli Composite have all risen over 8% [1] - Other companies such as Ningbo Yunsheng, Xinlai Fu, and Shenzhen New Star have also seen upward movement in their stock prices [1]
斯瑞新材: 董事、高级管理人员薪酬管理制度(2025年6月修订)
Zheng Quan Zhi Xing· 2025-06-11 12:45
陕西斯瑞新材料股份有限公司 董事、高级管理人员薪酬管理制度 第一章 总则 第一条 为进一步完善陕西斯瑞新材料股份有限公司(以下简称"公司")董事、 高级管理人员的薪酬管理,建立科学有效的激励约束机制,充分调动公司董事、高级 管理人员的工作积极性和创造性,提升公司经营效益和管理水平,根据《中华人民共 和国公司法》等法律、法规、规范性文件以及《陕西斯瑞新材料股份有限公司章程》 (以 (四)体现激励与约束并重、奖罚对等的原则,薪酬发放与考核挂钩、与奖惩挂 钩。 第二章 管理机构 第五条 公司董事会下设薪酬与考核委员会,负责制定董事、高级管理人员的考核 标准并进行考核,制定、审查董事、高级管理人员的薪酬决定机制、决策流程、支付 与止付追索安排等薪酬政策与方案。 第六条 公司人力资源部、财务部、证券事务部等相关部门配合薪酬与考核委员会 进行公司董事、高级管理人员薪酬方案的具体实施。 下简称"《公司章程》")《董事会薪酬与考核委员会工作细则》的有关规定,结合公司 实际情况,特制订本制度。 第二条 本制度所称"董事"是指本制度执行期间公司董事会的全部成员,包括非 独立董事、独立董事、职工代表董事。 第三条 本制度所称"高级 ...
【有色】铂价格创2018年以来新高,钨价格再创2013年以来新高值——金属新材料高频数据周报(0602-0608)(王招华等)
光大证券研究· 2025-06-10 14:11
Group 1: Military Industry New Materials - The price of electrolytic cobalt is 237,000 CNY/ton, with a week-on-week change of -0.4% [2] - The price of carbon fiber remains at 83.8 CNY/kg, with a gross profit of -8.78 CNY/kg [2] - The price of beryllium remains stable [2] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate has reached 535 USD/ton, with a week-on-week change of -1.83% [3] - The prices of battery-grade lithium hydroxide, industrial-grade lithium carbonate, and electrolytic-grade lithium carbonate are 61,800 CNY/ton, 60,000 CNY/ton, and 62,600 CNY/ton, with week-on-week changes of -1.0%, -0.96%, and -1.9% respectively [3] - The price of iron phosphate lithium and 523-type cathode materials are 303,000 CNY/ton and 1,059,000 CNY/ton, with week-on-week changes of -3.81% and +0% respectively [3] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.28 USD/kg, with no change week-on-week [4] - The price of EVA is 10,500 CNY/ton, with a week-on-week change of -0.9% [4] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/square meter, with no change week-on-week [4] Group 4: Nuclear Power New Materials - The prices of zirconium-related materials such as zirconium oxychloride and sponge zirconium remain stable, while uranium price is 52.17 USD/pound, with a week-on-week change of +0.6% [5] Group 5: Consumer Electronics New Materials - The price of cobalt tetroxide is 186,500 CNY/ton, with a week-on-week change of -0.27% [6] - The price of silicon carbide is 5,600 CNY/ton, with no change week-on-week [6] - The prices of high-purity gallium, crude indium, and refined indium are 1,875 CNY/kg, 2,425 CNY/kg, and 2,525 CNY/kg, all remaining unchanged [6] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 278.00 CNY/g, 1,480.00 CNY/g, and 1,015.00 CNY/g, with week-on-week changes of +8.2%, +1.7%, and -2.9% respectively [7]
【光大研究每日速递】20250611
光大证券研究· 2025-06-10 14:11
Group 1 - The TMT theme ETF has seen significant capital inflow, with industry theme funds collectively rising, particularly TMT and pharmaceutical theme funds, which increased by 3.64% and 2.24% respectively [4] - The domestic new fund market is active, with a total issuance of 31.013 billion units this week [4] - Stock ETFs experienced a net outflow, with broad-based ETFs showing significant net outflows, while the capital outflow from the Sci-Tech Innovation and entrepreneurship theme ETFs was relatively small [4] Group 2 - Platinum prices have reached a new high since 2018, while tungsten prices have hit a new high since 2013 [5] - Lithium prices have fallen below 80,000 yuan per ton, with potential for accelerated capacity clearance in the future; companies with cost advantages and resource expansion in the lithium sector are recommended for attention [5] - The Democratic Republic of Congo has decided to suspend cobalt exports for four months, which may alleviate the global oversupply of cobalt [5] Group 3 - COFs (Covalent Organic Frameworks) are emerging crystalline porous polymers with a wide range of potential applications; the preparation methods include solvent thermal synthesis, ionothermal synthesis, mechanochemical synthesis, and microwave-assisted synthesis [6] - Baolidi has completed ton-level production of COFs, indicating progressive industrialization [6]
江南新材:公司不直接供货英伟达
news flash· 2025-06-09 10:48
Group 1 - The core viewpoint of the article indicates that Jiangnan New Materials (603124) primarily supplies copper-based new materials to PCB manufacturers, with some customers being suppliers to Nvidia, but the company does not supply Nvidia directly [1]
金属新材料高频数据周报(20250602-20250608):铂价格创2018年以来新高,钨价格再创2013年以来新高值-20250609
EBSCN· 2025-06-09 07:10
Investment Rating - The report maintains a rating of "Overweight" for the non-ferrous metal sector [5] Core Insights - The report highlights that platinum prices have reached a new high since 2018, while tungsten prices have hit a new high since 2013, indicating strong market dynamics in the metal new materials sector [4] - The lithium price has dropped below 80,000 yuan per ton, suggesting potential accelerated capacity clearance in the lithium mining sector [4] - The report suggests focusing on companies with cost advantages and resource expansion potential in the lithium mining sector, such as Salt Lake Co., Zangge Mining, and others [4] Summary by Relevant Sections Military New Materials - Electrolytic cobalt price is 237,000 yuan per ton, down 0.4% week-on-week [10] - Carbon fiber price is stable at 83.8 yuan per kilogram, with a gross profit of -8.78 yuan per kilogram [25] - Rhenium powder price is 17,980 yuan per kilogram, with a production volume of 0.215 tons in December 2023, down 4.4% [22] New Energy Vehicle Materials - Lithium spodumene price is 535 USD per ton, down 1.83% week-on-week [28] - Battery-grade lithium hydroxide prices are 62,600 yuan per ton, down 1.9% [32] - Phosphate lithium price is 303,000 yuan per ton, down 3.81% [41] Photovoltaic New Materials - Photovoltaic-grade polysilicon price is 4.28 USD per kilogram, stable week-on-week [28] - EVA price is 10,500 yuan per ton, down 0.9% [28] Nuclear Power New Materials - Uranium price is 52.17 USD per pound, up 0.6% week-on-week [3] Consumer Electronics New Materials - Cobalt tetroxide price is 186,500 yuan per ton, down 0.27% [28] - Silicon carbide price is 5,600 yuan per ton, stable week-on-week [28] Other Materials - Rhodium price is 1,480 yuan per gram, up 1.7% week-on-week [28]
安泰科技20250604
2025-06-04 15:25
摘要 安泰科技 20250604 稀土永磁材料营收增长但利润承压,软磁非晶材料受益于变压器领域需 求,营收、订单和利润均显著增长。公司预计飞机电机用带材将在下半 年至明年实现突破,成为新的增长点。 高端粉末材料业务受中美贸易摩擦初期影响,但随着摩擦缓和,出口和 国产替代均呈现良好恢复态势,四五月份收入和订单显示增长潜力。软 磁包覆粉及研磨成粉新增产能将在今年完全释放,预计带来新的业绩增 长。 高品质特钢及焊接材料业务板块中,战略性新产品粉末高速钢增长显著, 带动整体板块营收和订单同比增长超 10%,净利润增长超 30%,公司 对全年发展持乐观态度。 安泰科技在可控核聚变领域积极布局,通过参与各环节卡位,关注实验 堆需求及长期商业化后的市场占有率,旨在未来市场竞争中占据先发优 势。 公司看好南染特种材料(航空航天及芯片散热)、飞机纳米晶(受益于 变压器市场增长)和粉末高速钢(订单充足,产能释放)等业务板块, 预计南染特种材料受益于芯片散热反倾销调查,前景良好。 Q&A 安泰科技在金属新材料领域的主要业务板块有哪些?目前各板块的情况如何? 安泰科技主要有三个业务板块:先进功能材料、高端粉末材料和高品质特钢及 焊接 ...