Market Performance - On September 22, the metal new materials sector rose by 0.85% compared to the previous trading day, with Srey New Materials leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Srey New Materials (688102) closed at 16.56, with a gain of 4.81% and a trading volume of 158,200 shares, amounting to a transaction value of 258 million yuan [1] - Antai Technology (000969) closed at 13.10, up 2.34%, with a trading volume of 219,300 shares and a transaction value of 284 million yuan [1] - Other notable performers include: - Chitong New Materials (300930) at 30.80, up 2.22% [1] - Zhongke Magnetic Industry (301141) at 61.60, up 2.16% [1] - Zhongzhou Special Materials (300963) at 18.18, up 2.13% [1] Fund Flow Analysis - The metal new materials sector experienced a net outflow of 180 million yuan from institutional investors, while retail investors saw a net inflow of 210 million yuan [2] - Notable fund flows include: - Shenzhen New Star (603978) with a net outflow of 95.1 million yuan from institutional investors [3] - Bowei Taijin (601137) with a net inflow of 52.2 million yuan from institutional investors [3] - Antai Technology (000969) with a net inflow of 25.3 million yuan from institutional investors [3]

鑫科材料（600255）(600255.SH)公告，公司于近日收到上海证券交易所出具的《关于对安徽鑫科新材 料股份有限公司非公开发行科技创新公司债券挂牌转让无异议的函》。根据该无异议函，公司面向专业 投资者非公开发行总额不超过5亿元的科技创新公司债券符合上交所挂牌转让条件，上交所对本次债券 挂牌转让无异议。该无异议函自出具之日起12个月内有效。 ...

经济观察网9月22日，据博威合金（601137）消息，近日，博威合金与浙江大学湖州研究院签署合作协 议，并为双方共建的"AI新材料联合实验室"揭牌。此前，博威合金与河南省科学院材料研究所达成战略 合作。 ...

Core Viewpoint - Antai Technology has become a leading enterprise in the advanced metal new materials sector in China, focusing on core business strengths and achieving steady growth in operating performance during the "14th Five-Year Plan" period [1][2]. Group 1: Business Performance - In the first half of 2025, Antai Technology achieved a revenue of 3.715 billion yuan and a net profit of 187 million yuan, despite pressures from overseas market fluctuations and rising raw material prices [2]. - The company saw significant growth in new contract amounts for its refractory tungsten and molybdenum business, as well as its magnetic materials business, indicating strong market demand [2][3]. - The company has undergone structural adjustments, exiting six companies and disposing of inefficient assets, which has contributed to its steady growth [2]. Group 2: Investment Focus - During the "14th Five-Year Plan," 63.44% of the company's investment was concentrated in the refractory alloy and rare earth permanent magnet sectors, which are crucial for its future high-quality development [3]. - The rare earth permanent magnet business has achieved a production capacity of high-end products at a scale of tens of thousands of tons, while the refractory alloy business has surpassed 2 billion yuan in operational scale [3][5]. Group 3: Technological Advancements - Antai Technology is a leader in the development of new materials, with significant advancements in applications across various industries, including new energy, aerospace, and medical health [4][5]. - The company has established itself as a major supplier of tungsten alloy components for radiation therapy equipment, holding a 70% market share globally [5]. - Antai Technology is also recognized for its innovations in amorphous and nanocrystalline materials, being the largest manufacturer of high-end nanocrystalline strip materials globally [6]. Group 4: International Expansion - Antai Technology has accelerated its global development, with nearly one-third of its revenue coming from exports, particularly in high-end rare earth materials and diamond tools [7][8]. - The company is actively developing clients in Southeast Asia and enhancing its international trade platform to support its global market strategy [8].

Core Viewpoint - The company has successfully developed and mass-produced new materials such as silicon-aluminum alloys and aluminum carbide silicon for semiconductor equipment components, indicating a strong focus on innovation and market application [1] Group 1: Product Development - The company has achieved mass production of silicon-aluminum alloys and aluminum carbide silicon for manufacturing semiconductor equipment components like bases, support frames, and electrostatic chucks [1] - The high thermal conductivity solderable die-casting aluminum alloy developed by the company is being actively expanded for applications in energy storage and liquid cooling systems for computing centers [1] Group 2: Material Advantages - The new aluminum alloy material is suitable for high-pressure die-casting and high-temperature soldering processes, offering significant advantages over some existing solderable die-casting materials by not including precious metals like nickel and vanadium [1] - The material demonstrates excellent casting performance and high cost-effectiveness, representing a breakthrough for the company's aluminum alloy materials in replacing forging with casting [1] Group 3: Industry Impact - The advancements in materials are expected to facilitate low-cost, short-process, low-carbon, and green development of thermal management components in energy storage, computing centers, and communications sectors [1]

Core Viewpoint - The company, Lichung Group, has developed new materials such as silicon-aluminum alloy and aluminum carbide silicon for manufacturing semiconductor equipment components, indicating a focus on high-precision and high-performance applications in the semiconductor industry [1] Group 1 - The silicon-aluminum alloy is primarily used for manufacturing ultra-high precision components in semiconductor equipment, particularly for high-speed moving parts [1] - The aluminum carbide silicon is mainly utilized for components that require high stiffness and wear resistance [1] - Detailed information regarding these materials is currently undisclosed due to company confidentiality requirements [1]

证券之星消息，9月19日金属新材料板块较上一交易日下跌0.93%，华达新材领跌。当日上证指数报收于 3820.09，下跌0.3%。深证成指报收于13070.86，下跌0.04%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601137 | 博威台金 | 8601.27万 | 8.89% | -190.63万 | -0.20% | -8410.64万 | -8.70% | | 603978 深圳新星 | | 6559.52万 | 12.58% | -2239.92万 | -4.30% | -4319.60万 | -8.28% | | 688456 有研粉材 | | 1928.91万 | 9.17% | 120.73万 | 0.57% | -2049.64万 | -9.75% | | 688102 斯瑞新材 | | 1324.97万 | 8.25% | -519.82万 | -3.24 ...

证券之星消息，9月18日金属新材料板块较上一交易日下跌2.47%，大地熊领跌。当日上证指数报收于 3831.66，下跌1.15%。深证成指报收于13075.66，下跌1.06%。金属新材料板块个股涨跌见下表： 从资金流向上来看，当日金属新材料板块主力资金净流出10.55亿元，游资资金净流入1.33亿元，散户资 金净流入9.22亿元。金属新材料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603978 | 深圳新星 | 1860.53万 | 4.90% | -463.41万 | -1.22% | -1397.12万 | -3.68% | | 301323 | 新莱福 | 1667.90万 | 7.93% | -271.51万 | -1.29% | -1396.39万 | -6.64% | | 300855 图南股份 | | 733.16万 | 2.72% | -892.74万 | -3.3 ...

Core Insights - The article highlights the accelerated integration of the China-ASEAN industrial and supply chains, particularly through the Guangxi region, which serves as a key gateway for trade and collaboration with ASEAN countries [1][2]. Group 1: Trade and Economic Data - In the first eight months of this year, China's imports and exports with ASEAN reached 4.93 trillion yuan, marking a year-on-year increase of 9.7% [1]. - The Western Land-Sea New Corridor has seen a significant increase in container shipments, with over 1 million TEUs sent this year, representing a 72.5% year-on-year growth [2]. Group 2: Infrastructure and Logistics Development - Guangxi has established a comprehensive transportation network, including over 80 domestic and international container shipping routes from Beibu Gulf Port, and 13 international road freight routes confirmed with Vietnam [3]. - The region is enhancing its logistics capabilities by expanding the scale of the Western Land-Sea New Corridor's sea-rail intermodal services and increasing the frequency of cross-border train services with Vietnam [3]. Group 3: Industrial Development Initiatives - Guangxi is focusing on high-quality development of key manufacturing industry chains, aiming to create interconnected industrial networks and clusters that leverage its position as a bridgehead for cooperation with ASEAN [4]. - The region has attracted over 200 leading enterprises, including BYD, by strategically planning its industrial layout and targeting specific sectors [2].

Core Viewpoint - Guangxi is accelerating the integration of industrial and supply chains with ASEAN, leveraging its unique geographical advantages and resources to enhance cross-border cooperation and economic development [1][4]. Group 1: Trade and Economic Data - In the first eight months of this year, China's imports and exports with ASEAN reached 4.93 trillion yuan, marking a year-on-year increase of 9.7% [1]. - The Western Land-Sea New Corridor has seen container shipments exceed 1 million TEUs this year, representing a 72.5% year-on-year growth [2]. Group 2: Industrial Development - The establishment of a 100 billion yuan petrochemical industrial park in Qinzhou and the development of industrial clusters in Fangchenggang have contributed significantly to the region's economy [2]. - The China-ASEAN Artificial Intelligence Innovation Cooperation Center in Nanning has signed 51 domestic and international AI projects, with 40 already operational, attracting 16 enterprises from six ASEAN countries [2]. Group 3: Transportation and Logistics - Guangxi has improved its logistics efficiency, with over 80 international and domestic container shipping routes established from Beibu Gulf Port [3]. - The region has 13 international road freight routes confirmed with Vietnam, and seven international air freight routes connecting to ASEAN and South Asia [3]. Group 4: Future Plans and Strategies - Guangxi aims to implement high-quality development actions for key manufacturing industry chains, enhancing the integration of industrial and supply chains with ASEAN [4]. - The strategy includes creating cross-regional and cross-border supply chains that combine Eastern R&D and design with Guangxi manufacturing and ASEAN markets [4].