金融界消息 截至2025年7月30日收盘，中洲特材（300963）报收于19.56元，下跌1.66%，换手率 5.19%，成交量15.02万手，成交金额2.96亿元。 资金流向方面，今日主力资金净流出3346.59万元，占比成交额11.29%。其中，超大单净流出806.12万 元、占成交额2.72%，大单净流出2540.48万元、占成交额8.57%，中单净流出流出497.81万元、占成交 额1.68%，小单净流入3844.40万元、占成交额12.97%。 中洲特材最新一期业绩显示，截至2025一季报，公司营业总收入2.10亿元、同比减少14.48%，归属净利 润1292.18万元，同比减少15.49%，扣非净利润1111.66万元，同比减少23.48%，流动比率1.859、速动比 率1.126、资产负债率40.28%。 天眼查商业履历信息显示，上海中洲特种合金材料股份有限公司，成立于2002年，位于上海市，是一家 以从事有色金属冶炼和压延加工业为主的企业。企业注册资本45864万人民币，实缴资本21357.14万人 民币。公司法定代表人为冯明明。 通过天眼查大数据分析，上海中洲特种合金材料股份有限公司共对外投 ...

Core Viewpoint - Nord Co., Ltd. (600110) has confirmed its mastery of core technologies related to additive formulations and processes, and is planning high-end copper foil production capacity at its existing production bases [1] Group 1: Company Insights - The company has the capability to meet the supply demands for High Voltage Low Profile (HVLP) products with its current equipment and technology [1] - The core advantage of HVLP over standard electronic circuit copper foil (such as HTE) is its extremely low surface roughness (Rz < 1.5μm), which significantly reduces high-frequency signal transmission losses [1] Group 2: Industry Applications - HVLP is suitable for ultra-high-speed scenarios, including 5G communications and AI servers [1]

Core Viewpoint - Silver Bond Co., Ltd. (银邦股份) has shown a mixed financial performance with a significant increase in revenue but a substantial decline in net profit for the first quarter of 2025 [1] Financial Performance - As of the first quarter of 2025, the company reported total revenue of 1.372 billion yuan, representing a year-on-year growth of 21.87% [1] - The net profit attributable to shareholders was 14.61 million yuan, a decrease of 49.51% year-on-year [1] - The non-recurring net profit was 11.27 million yuan, down 59.66% year-on-year [1] - The current ratio was 2.246, the quick ratio was 1.444, and the debt-to-asset ratio stood at 76.07% [1] Stock Performance - As of July 30, 2025, the stock price closed at 10.63 yuan, down 2.12% [1] - The turnover rate was 2.67%, with a trading volume of 190,200 lots and a transaction amount of 203 million yuan [1] - There was a net outflow of main funds amounting to 10.79 million yuan, accounting for 5.31% of the transaction amount [1] Company Background - Silver Bond Co., Ltd. was established in 1998 and is located in Wuxi City, primarily engaged in non-ferrous metal smelting and rolling processing [2] - The company has a registered capital of 821.92 million yuan and has made investments in four enterprises [2] - It has participated in 37 bidding projects and holds 52 trademark registrations and 174 patents, along with 129 administrative licenses [2]

Group 1 - The company has laid out plans for a detachable ultra-thin copper foil project, with product samples already sent for testing [1] - Construction of the factory and related equipment is progressing in an orderly manner, with an expected production capacity of 700,000 square meters per year of ultra-thin copper foil for chip packaging by the end of 2026 [1] - The company will continue to increase research and development efforts for this type of copper foil and actively promote market expansion [1]

格隆汇7月30日丨嘉元科技(688388.SH)在互动平台表示，公司在PCB铜箔领域的发展战略主要围绕高端 化、差异化展开，重点布局高频高速电路用铜箔、高密度互连（HDI）铜箔及特种功能铜箔，以满足 AI、算力、5G等新兴领域对高性能PCB的需求。公司持续深化"生产一代、储备一代、研发一代"战 略，进一步加快各类高性能电解铜箔产品的研发和制造，强化与下游客户合作，推动高端电子电路铜箔 的国产替代进程，开发契合市场趋势的新产品，不断丰富和优化产品结构，逐步提升高抗拉强度、高延 伸率锂电铜箔和高端电子电路铜箔等高附加值产品的占比，有效提升产品品质，以技术创新提升产品竞 争力与市场份额。在技术储备方面，公司围绕 AI 和算力应用领域积极布局了高频高速、低轮廓 （VLP）、甚低轮廓（HVLP）、载体铜箔等高端应用产品。 ...

德福科技最新一期业绩显示，截至2025一季报，公司营业总收入25.01亿元、同比增长110.04%，归属净 利润1820.09万元，同比增长119.21%，扣非净利润588.70万元，同比增长105.66%，流动比率1.019、速 动比率0.868、资产负债率73.54%。 天眼查商业履历信息显示，九江德福科技股份有限公司，成立于1985年，位于九江市，是一家以从事有 色金属冶炼和压延加工业为主的企业。企业注册资本63032.2万人民币，实缴资本25420.593万人民币。 公司法定代表人为马科。 通过天眼查大数据分析，九江德福科技股份有限公司共对外投资了9家企业，参与招投标项目38次，知 识产权方面有商标信息2条，专利信息429条，此外企业还拥有行政许可15个。 来源：金融界 金融界消息 截至2025年7月30日收盘，德福科技（301511）报收于35.4元，上涨3.66%，换手率 19.53%，成交量73.15万手，成交金额25.10亿元。 资金流向方面，今日主力资金净流入3.48亿元，占比成交额13.85%。其中，超大单净流入1.75亿元、占 成交额6.96%，大单净流入1.73亿元、占成交额6.89% ...

Group 1 - The core viewpoint of the news is that Jiangsu Shagang Co., Ltd. has shown a mixed financial performance in the latest quarter, with a decrease in total revenue but a significant increase in net profit and non-recurring net profit [1] - As of July 29, 2025, Shagang's stock price closed at 6.11 yuan, reflecting an increase of 0.83% with a trading volume of 414,500 hands and a transaction amount of 251 million yuan [1] - The company's total revenue for Q1 2025 was 3.495 billion yuan, a year-on-year decrease of 7.17%, while the net profit attributable to shareholders was 68.66 million yuan, a year-on-year increase of 37.56% [1] Group 2 - The company has a current ratio of 1.161, a quick ratio of 1.044, and a debt-to-asset ratio of 63.35% [1] - Jiangsu Shagang has made investments in 6 external companies and participated in 39 bidding projects, indicating active engagement in business expansion [2] - The company holds 25 patents and has obtained 7 administrative licenses, showcasing its commitment to innovation and regulatory compliance [2]

Group 1 - The core point of the article highlights the recent performance and financial metrics of Tianhe Magnetic Materials Co., Ltd. as of July 29, 2025, showing a decline in stock price and mixed financial results [1] - The company's stock closed at 54.08 yuan, down 1.22%, with a turnover rate of 10.0% and a trading volume of 66,100 hands, amounting to a transaction value of 357 million yuan [1] - There was a net outflow of main funds amounting to 33.39 million yuan, accounting for 9.36% of the transaction value, with significant outflows from large orders [1] Group 2 - For the first quarter of 2025, the company reported total operating revenue of 525 million yuan, a year-on-year decrease of 5.75%, while net profit attributable to shareholders was 35.88 million yuan, an increase of 13.58% [1] - The company's non-recurring net profit was 20.10 million yuan, reflecting a year-on-year decrease of 35.00% [1] - Financial ratios include a current ratio of 2.736, a quick ratio of 1.428, and a debt-to-asset ratio of 33.66% [1] Group 3 - Tianhe Magnetic Materials Co., Ltd. was established in 2008 and is located in Baotou City, primarily engaged in non-ferrous metal smelting and rolling processing [2] - The company has made investments in three enterprises and participated in 43 bidding projects, holding 8 trademark registrations and 78 patents [2] - Additionally, the company possesses 43 administrative licenses [2]

金融界消息 截至2025年7月29日收盘，宝色股份（300402）报收于19.36元，下跌1.17%，换手率 2.88%，成交量7.01万手，成交金额1.35亿元。 来源：金融界 天眼查商业履历信息显示，南京宝色股份公司，成立于1994年，位于南京市，是一家以从事有色金属冶 炼和压延加工业为主的企业。企业注册资本24679.0497万人民币，实缴资本15100万人民币。公司法定 代表人为薛凯。 通过天眼查大数据分析，南京宝色股份公司共对外投资了7家企业，参与招投标项目663次，知识产权方 面有商标信息9条，专利信息111条，此外企业还拥有行政许可119个。 宝色股份最新一期业绩显示，截至2025一季报，公司营业总收入4.22亿元、同比减少9.80%，归属净利 润1886.38万元，同比增长2.62%，扣非净利润1632.56万元，同比减少7.84%，流动比率2.517、速动比率 2.322、资产负债率39.88%。 资金流向方面，今日主力资金净流出2441.62万元，占比成交额18.1%。其中，超大单净流出380.05万 元、占成交额2.82%，大单净流出2061.57万元、占成交额15.28%，中单净流出流 ...

金融界消息 截至2025年7月29日收盘，电工合金（300697）报收于14.47元，下跌0.07%，换手率 3.11%，成交量10.30万手，成交金额1.48亿元。 资金流向方面，今日主力资金净流出2084.54万元，占比成交额14.12%。其中，超大单净流出323.40万 元、占成交额2.19%，大单净流出1761.13万元、占成交额11.93%，中单净流出流出533.41万元、占成交 额3.61%，小单净流入2617.95万元、占成交额17.73%。 电工合金最新一期业绩显示，截至2025一季报，公司营业总收入7.14亿元、同比增长29.67%，归属净利 润4305.72万元，同比增长16.49%，扣非净利润4306.97万元，同比增长23.65%，流动比率2.431、速动比 率1.857、资产负债率36.36%。 天眼查商业履历信息显示，江阴电工合金股份有限公司，成立于1985年，位于无锡市，是一家以从事有 色金属冶炼和压延加工业为主的企业。企业注册资本33280万人民币，实缴资本33280万人民币。公司法 定代表人为冯岳军。 通过天眼查大数据分析，江阴电工合金股份有限公司共对外投资了7家企业，参与招 ...