证券代码：603876 证券简称：鼎胜新材 公告编号：2025-076 江苏鼎胜新能源材料股份有限公司 关于公司 2025 年半年度利润分配方案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司于2025年5月20日召开2024年年度股东会审议通过了《关于提请股东会 授权董事会进行2025年中期分红方案的议案》，股东会授权董事会根据股东会决 议在符合利润分配的条件下制定具体的中期分红方案。 二、公司履行的决策程序 （一）董事会会议的召开、审议和表决情况 公司于2025年8月29日召开的第六届董事会第二十二次会议，以"9票同意， 股东会审议。 ? 每股分配比例：每股派发现金红利0.04元（含税）。 ? 本次利润分配以实施权益分派股权登记日登记的总股本为基数，具体日 期将在权益分派实施公告中明确。 ? 如在实施权益分派的股权登记日前公司总股本发生变动的，公司拟维持 每股分配比例不变，相应调整分配总额，并将在相关公告中披露。 一、利润分配方案内容 截至2025年6月30日，江苏鼎胜新能源材料股份有限公司（以 ...

Market Overview - The metal new materials sector experienced a decline of 0.99% on August 29, with Placo New Materials leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Stock Performance - Notable gainers in the metal new materials sector included: - Fuda Alloy (603045) with a closing price of 20.70, up 8.04% and a trading volume of 165,000 shares, totaling 333 million yuan [1] - Zhongzhou Special Materials (300963) closed at 20.34, up 5.06% with a trading volume of 352,900 shares, totaling 727 million yuan [1] - Jiangnan New Materials (603124) closed at 90.03, up 3.92% with a trading volume of 57,100 shares, totaling 515 million yuan [1] - Conversely, significant decliners included: - Placo New Materials (300811) closed at 73.95, down 5.19% with a trading volume of 158,400 shares [2] - Galaxy Magnetics (300127) closed at 34.50, down 4.11% with a trading volume of 245,600 shares [2] - Jinli Permanent Magnet (300748) closed at 41.00, down 3.73% with a trading volume of 1,409,200 shares [2] Capital Flow - The metal new materials sector saw a net outflow of 651 million yuan from institutional investors, while retail investors contributed a net inflow of 584 million yuan [2][3] - Notable capital flows included: - Ningbo Yunsheng (600366) with a net inflow of 197 million yuan from institutional investors [3] - Zhongzhou Special Materials (300963) with a net inflow of 79.6 million yuan from institutional investors [3] - Fuda Alloy (603045) with a net inflow of 26.7 million yuan from institutional investors [3]

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company's performance has shown significant quarter-on-quarter improvement, with expectations for increased demand for ASIC chip inductors [6] - The company achieved a revenue of 861 million yuan in the first half of 2025, representing a year-on-year growth of 8.1% [8] - The company is positioned in the high-growth sectors of optical storage and new energy, with the ASIC chip inductors expected to drive a second growth phase [8] Financial Summary - Revenue projections for the company are as follows: - 2023: 1,159 million yuan - 2024: 1,663 million yuan (growth of 43.54%) - 2025: 1,971 million yuan (growth of 18.54%) - 2026: 2,473 million yuan (growth of 25.43%) - 2027: 2,872 million yuan (growth of 16.14%) [7] - Net profit projections are as follows: - 2023: 256 million yuan - 2024: 376 million yuan (growth of 46.90%) - 2025: 446 million yuan (growth of 18.77%) - 2026: 618 million yuan (growth of 38.49%) - 2027: 758 million yuan (growth of 22.66%) [7] - The company's earnings per share (EPS) are projected to be: - 2023: 0.88 yuan - 2024: 1.30 yuan - 2025: 1.54 yuan - 2026: 2.13 yuan - 2027: 2.62 yuan [7] Performance Metrics - The company reported a gross margin of 41.44% in Q2 2025, an increase of 3.77 percentage points quarter-on-quarter [8] - The net profit margin for Q2 2025 was 24.81%, up by 5.65 percentage points quarter-on-quarter [8] - The return on equity (ROE) is projected to be 16.26% in 2024 and increase to 19.56% by 2027 [7][10]

8月29日，铂科新材跌5%，截至发稿，报74.10元/股，成交2.95亿元，换手率1.66%，总市值214.53亿 元。 截至发稿，寇斌权累计任职时间2年71天，现任基金资产总规模9.65亿元，任职期间最佳基金回报 96.4%， 任职期间最差基金回报0.11%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，鹏华基金旗下1只基金重仓铂科新材。1000ETF增强（560590）二季度持有股数3800股，占 基金净值比例为1.1%，位居第九大重仓股。根据测算，今日浮亏损失约1.48万元。 1000ETF增强（560590）成立日期2023年9月1日，最新规模1601.87万。今年以来收益31.06%，同类排 名1225/4222；近一年收益73.8%，同类排名952/3776；成立以来收益41.61%。 1000ETF增强（560590）基金经理为寇斌权。 资料显示，深圳市铂科新材料股份有限公司位于广东省深圳市南山区西丽街道曙光社区智谷研发楼B ...

Company Overview - Shenzhen Placo New Materials Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 17, 2009. The company went public on December 30, 2019. Its main business involves the research, production, and sales of metal soft magnetic powders, metal soft magnetic powder cores, and inductive components, providing high-performance soft magnetic materials and modular inductance solutions for efficient, stable, energy-saving, and environmentally friendly operation of power electronic devices and systems [1]. Financial Performance - As of August 29, Placo's stock price dropped by 5% to 74.10 CNY per share, with a trading volume of 295 million CNY and a turnover rate of 1.66%. The total market capitalization stands at 21.453 billion CNY [1]. Revenue Composition - The revenue composition of Placo is as follows: metal soft magnetic powder products account for 96.69%, metal soft magnetic powder for 3.07%, and other business revenues for 0.25% [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Huafu Fund holds shares in Placo. The Huafu Strategy Selected Mixed A Fund (410006) held 8,000 shares in the second quarter, representing 4.08% of the fund's net value, making it the sixth-largest holding. The estimated floating loss today is approximately 31,200 CNY [2]. Fund Manager Performance - The fund manager of Huafu Strategy Selected Mixed A Fund is Deng Xiang, who has been in the position for 1 year and 150 days. The total asset size of the fund is 51.4812 million CNY, with the best fund return during his tenure being 16.27% and the worst being 1.21% [3].

公司点评 | 斯瑞新材 产品结构不断优化，25H1 业绩显著增长 斯瑞新材（688102.SH）25H1 业绩点评 事件：公司发布 25 年半年报，营业收入与归母净利润同比大幅增长。25 年 上半年实现营业收入 7.72 亿元，同比增长 23.74%，实现归母净利润 7473.83 万元，同比增长 33.61%。其中，25Q2 单季度实现营业收入 4.28 亿元，同 比增长 27.1%，环比增长 24.42%；25Q2 单季度实现归母净利润 0.42 亿元， 同比增长 35.18%，环比增长 31.18%。25H1 公司各板块业务增长，产品销 售结构不断优化，新的产业方向稳步增长，开始贡献收益，叠加欧元汇率上 升引起汇兑收益大幅增加。 25H1 液体火箭发动机推力室材料、零件、组件产业化项目进展顺利，在关 键领域取得重大突破。截至 25H1，公司在本项目已累计投资 4,723.27 万元， 并于报告期内在关键技术领域取得重大突破——成功研发铜铬铌大推力液 体火箭发动机推力室内壁热等静压近净成型技术，并向客户交付样件，该技 术创新将显著提升材料的强度和耐高温性能，并以一次成型的方式极大程度 提高材料利用率、降低 ...

证券之星消息，8月28日金属新材料板块较上一交易日上涨2.93%，江南新材领涨。当日上证指数报收 于3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。金属新材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日金属新材料板块主力资金净流入1.02亿元，游资资金净流入2.57亿元，散户资 金净流出3.59亿元。金属新材料板块个股资金流向见下表： ...

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Insights - The company achieved a revenue of 830 million (up 15.7% year-on-year) and a net profit attributable to shareholders of 50 million (up 15.5% year-on-year) in the first half of 2025 [1][5] - The high-temperature alloy production capacity is steadily increasing, with the revenue from the high-temperature corrosion-resistant alloy segment reaching 603 million (up 17.98% year-on-year) [1][2] - The company is accelerating its entry into the global high-temperature alloy supply chain, gaining recognition from major domestic and international enterprises in the aerospace and oil and gas sectors [2] Financial Performance Summary - For the first half of 2025, the company reported a gross margin of 15.75% (up 0.13 percentage points year-on-year) and a net profit margin of 6.40% (down 0.01 percentage points year-on-year) [2] - The second quarter of 2025 saw a revenue of 485 million (up 21.3% year-on-year, up 41.0% quarter-on-quarter) and a net profit of 25 million (up 34.2% year-on-year, down 14.1% quarter-on-quarter) [1][2] - The company forecasts revenues of 1.76 billion, 2.21 billion, and 2.74 billion for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 26%, 26%, and 24% [2][3] Key Financial Metrics - The projected earnings per share (EPS) for 2025, 2026, and 2027 are 0.47, 0.70, and 1.00 respectively [3] - The price-to-earnings (P/E) ratio is expected to decrease from 95.7 in 2023 to 21.5 in 2027, indicating improved valuation over time [3]

Group 1 - The core viewpoint of the news is that Yunlu Co., Ltd. has experienced fluctuations in its stock performance and financing activities, indicating a mixed market sentiment towards the company [1][2]. - As of August 27, Yunlu's stock price decreased by 0.36%, with a trading volume of 138 million yuan. The net financing buy was negative at 536.78 thousand yuan, indicating more selling than buying in the financing market [1]. - The total financing and securities balance for Yunlu reached 99.69 million yuan, with the financing balance accounting for 0.78% of the circulating market value, which is above the 60th percentile of the past year [1]. Group 2 - For the first quarter of 2025, Yunlu reported an operating income of 421 million yuan, a year-on-year decrease of 4.87%, while the net profit attributable to shareholders increased by 4.34% to 78.91 million yuan [2]. - The number of shareholders increased to 5,591, a rise of 28.71%, while the average circulating shares per person decreased by 22.30% to 21,463 shares [2]. - Since its A-share listing, Yunlu has distributed a total of 322 million yuan in dividends, with 282 million yuan distributed in the last three years [3].

Group 1 - The company reported a revenue of 28.803 billion yuan for the first half of 2025, representing a year-on-year growth of 16.05% [1] - The net profit for the same period was 251 million yuan, showing a significant year-on-year increase of 48.83% [1]