2016-2025年1-9月非金属矿物制品业企业数统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市公司：长江材料（001296），力量钻石（301071），索通发展（603612），石英股份（603688）， 坤彩科技（603826），龙高股份（605086），联瑞新材（688300），齐鲁华信（830832），秉扬科技 （836675），天马新材（838971），东方碳素（832175），宁新新材（839719） 相关报告：智研咨询发布的《2026-2032年中国稀有金属矿产行业市场调研分析及未来前景分析报告》 2025年1-9月，非金属矿物制品业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 50210个，和上年同期相比，增加了111个，同比 ...

Core Insights - An new company named Anar New Materials (Jiuquan) Co., Ltd. has been established with Wang Sicong as the legal representative and a registered capital of 10 million RMB [1] Company Overview - The company is engaged in various activities including the manufacturing of non-metallic mineral products, promotion and research of new material technologies, battery manufacturing and sales, and production and sales of graphite and carbon products [1] - Additional operations include energy storage technology services, manufacturing and sales of battery components, and industrial automation control system devices [1] Business Scope - The business scope encompasses a wide range of services such as technical services, development, consulting, exchange, transfer, and promotion related to new materials [1] - The company is also involved in the import and export of goods and technology, excluding licensed business activities, allowing it to operate legally within the framework of non-prohibited or restricted projects [1]

Core Insights - Jiangxi Junhe Non-Metallic New Materials Co., Ltd. has been established with a registered capital of 2 million RMB [1] - The legal representative of the company is Luo Guofeng [1] Business Scope - The company is involved in construction engineering, which requires approval from relevant authorities before operations can commence [1] - General business activities include manufacturing non-metallic mineral products, mineral selection, mineral washing and processing, and sales of non-metallic minerals and products [1] - Additional services offered include landscaping engineering, sewage treatment and recycling, fire safety technology services, and residential water and electricity installation and maintenance [1]

Group 1 - Hainan Ruize announced the resignation of Ms. Qin Qing as the secretary of the board due to personal reasons, while she will continue to serve as the representative for securities affairs [1] - The board approved the appointment of Mr. Li Gang as the new secretary of the board, following the chairman's nomination and the board's nomination committee review [1] - For the first half of 2025, Hainan Ruize's revenue composition is as follows: non-metallic mineral products account for 75.72%, municipal sanitation accounts for 23.17%, and other business revenues account for 1.11% [1] Group 2 - As of the report, Hainan Ruize has a market capitalization of 5.1 billion yuan [2]

Core Viewpoint - The company is actively engaged in national-level key technology projects, focusing on the development of specialty graphite materials applicable in various fields, including semiconductors [1] Company Summary - The specialty graphite materials produced by the company are primarily used in semiconductor applications and are not utilized in the nuclear industry [1] - The company continues to operate its related business from the former Shanghai New Materials [1]

Core Viewpoint - A new company, Xian County Xiangheng Commercial Concrete Co., Ltd., has been established with a registered capital of 25 million RMB, focusing on various construction and manufacturing activities [1] Company Overview - The legal representative of the company is Peng Xianfeng [1] - The registered capital of the company is 25 million RMB [1] Business Scope - The company operates in the manufacturing and sales of non-metallic mineral products, non-metallic minerals and products, metal ores, and concrete products [1] - It also engages in the sales of construction materials, manufacturing of concrete structural components, and sales of construction machinery and equipment [1] - The company is involved in the leasing of construction machinery and equipment, installation services for general machinery, and repair of specialized equipment [1] - Additionally, it provides transportation packaging services and sales of chemical products (excluding licensed chemical products) [1] Licensing and Regulatory Compliance - The company has obtained licenses for cement production and road freight transportation (excluding hazardous goods), which are subject to approval by relevant authorities [1]

Group 1 - The core viewpoint of the article highlights that the company's diamond series products have a wide range of applications, particularly in the manufacturing of diamond tools for deep rock drilling [2]

Core Points - The major shareholder Cai Nanguai of *ST Sailong pledged 67.51 million shares, representing 100% of his holdings and 38.36% of the total share capital, to Hainan Qihang Xingtu Technology Development Partnership on November 4 [1] - As of the announcement date, Cai Nanguai and his concerted actors have pledged a total of 67.51 million shares, accounting for 90.33% of his holdings and 38.36% of the company's total share capital [1] - The company has issued a warning regarding the high percentage of pledged shares, which exceeds 80%, advising investors to be cautious about the associated risks [1]

Core Points - The stock of 壹石通 (688733) closed at 31.90 yuan on November 4, marking a significant increase of 17.24% with a trading volume of 9.11 billion yuan and a turnover rate of 14.85% [2] - The stock was the only one listed on the daily trading board due to its price increase exceeding 15% [2] - The net inflow of main funds for the stock reached 69.22 million yuan on the same day [3] Trading Activity - The top five trading departments accounted for a total transaction amount of 301 million yuan, with a net buying amount of 57.09 million yuan [2] - The largest buying department was Goldman Sachs (China) Securities, with a purchase amount of 60.07 million yuan, followed by Guotai Junan Securities with 36.28 million yuan [3] - The leading selling department was Guojin Securities, with a selling amount of 29.36 million yuan [3] Detailed Trading Data - Buying departments and their respective amounts: - Goldman Sachs (China) Securities: 60.07 million yuan - Guotai Junan Securities: 36.28 million yuan - CITIC Securities: 34.55 million yuan - UBS Securities: 29.12 million yuan - JPMorgan Securities: 18.78 million yuan [3] - Selling departments and their respective amounts: - Guojin Securities: 29.36 million yuan - China International Capital Corporation: 27.62 million yuan - Goldman Sachs (China) Securities: 25.34 million yuan - Guotai Junan Securities: 19.87 million yuan - CITIC Securities: 19.53 million yuan [3]

Investment Rating - The report maintains a "Buy" rating for the company, Lianrui New Materials (688300) [1][4] Core Views - The company's revenue and profit continue to grow, with Q3 2025 results meeting expectations. Revenue reached 824 million yuan, a year-on-year increase of 18.76%, while net profit attributable to shareholders was 220 million yuan, up 19.01% year-on-year [4][5] - The company is focusing on high-performance advanced powder materials, with a steady increase in market share and a rising proportion of high-end product revenue [4][5] - The approval of convertible bonds for raising up to 695 million yuan will support new project construction, expected to contribute additional revenue [4][5] Financial Performance - For Q3 2025, the company reported a gross margin of 41.41%, which has been steadily increasing over the past three years, indicating robust profitability [4] - R&D expenses for the first three quarters reached 47.84 million yuan, representing a 10.32% increase year-on-year, accounting for 5.81% of revenue, highlighting a technology-driven strategy [4] - The company forecasts net profits of 313 million yuan, 395 million yuan, and 438 million yuan for 2025, 2026, and 2027 respectively, with corresponding PE ratios of 46x, 36x, and 33x [5][6] Project Investments - The high-performance ultra-pure spherical powder material project has a total investment of 423 million yuan, with an expected annual revenue of 659 million yuan and an average profit of 180 million yuan upon reaching full capacity [4][5] - The high thermal conductivity spherical alumina project, with a total investment of 388 million yuan, is expected to generate annual revenue of 310 million yuan and an average profit of 64 million yuan once operational [5]