9月24日，联瑞新材涨5.19%，截至发稿，报61.59元/股，成交4.46亿元，换手率3.09%，总市值148.72亿 元。联瑞新材股价已经连续5天上涨，区间累计涨幅8.03%。 资料显示，江苏联瑞新材料股份有限公司位于江苏省连云港市海州区新浦经济开发区，成立日期2002年 4月28日，上市日期2019年11月15日，公司主营业务涉及无机填料和颗粒载体行业产品的研发、制造和 销售。主营业务收入构成为：球形无机粉体57.16%，角形无机粉体26.39%，其他16.32%，其他(补 充)0.12%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓联瑞新材。招商专精特新股票A（014185）二季度增持4.36万股， 持有股数22.48万股，占基金净值比例为3.02%，位居第九大重仓股。根据测算，今日浮盈赚取约68.33 万元。连续5天上涨期间浮盈赚取97.77万元。 招商专精特新股票A（014185）成立日期2021年12月7日，最新规模2.16亿。今年以来收益40.53%，同 类排名1052/4220；近一年收益83.93%，同类排名886/3814；成立以来收益21.12%。 招商专精特新股票A（0 ...

Group 1 - The core viewpoint of the news is that Lianrui New Materials has seen a significant stock price increase, with a 5.19% rise on September 24, reaching 61.59 yuan per share, and a total market capitalization of 14.872 billion yuan [1] - Lianrui New Materials has experienced a cumulative increase of 8.03% over the past five days, indicating strong market performance [1] - The company specializes in the research, manufacturing, and sales of inorganic fillers and particle carrier products, with its main revenue sources being spherical inorganic powder (57.16%), angular inorganic powder (26.39%), and others (16.32%) [1] Group 2 - Huafu Fund has a significant holding in Lianrui New Materials, with its Huafu Strategy Selected Mixed A fund holding 7,700 shares, accounting for 3.93% of the fund's net value, making it the seventh-largest holding [2] - The fund has generated a floating profit of approximately 23,400 yuan today and 33,500 yuan during the five-day increase [2] - The Huafu Strategy Selected Mixed A fund has a total scale of 7.9819 million, with a year-to-date return of 14.93% and a one-year return of 44.43% [2]

Core Viewpoint - Lianrui New Materials Co., Ltd. experienced a stock price increase of 5.06% on September 11, reaching 54.38 CNY per share, with a trading volume of 297 million CNY and a market capitalization of 13.131 billion CNY [1] Company Overview - Lianrui New Materials, established on April 28, 2002, and listed on November 15, 2019, is located in Lianyungang City, Jiangsu Province. The company specializes in the research, manufacturing, and sales of inorganic fillers and particle carrier products [1] - The revenue composition of the company includes spherical inorganic powder (57.16%), angular inorganic powder (26.39%), and other products (16.32%) [1] Shareholder Insights - Noan Fund's Noan Pioneer Mixed A (320003) fund entered the top ten circulating shareholders of Lianrui New Materials in the second quarter, holding 1.4602 million shares, which is 0.6% of the circulating shares. The estimated floating profit for today is approximately 3.8257 million CNY [2] - Noan Pioneer Mixed A has a total asset size of 3.84 billion CNY and has achieved a year-to-date return of 27.82%, ranking 2475 out of 8175 in its category [2] Fund Performance - Noan Research Preferred Mixed A (008185) holds 77,800 shares of Lianrui New Materials, making it the fourth-largest holding in the fund, with a net asset proportion of 4.89%. The estimated floating profit for today is around 203,700 CNY [4] - Noan Research Preferred Mixed A was established on May 9, 2020, with a total asset size of 71.2857 million CNY. It has achieved a year-to-date return of 33.14%, ranking 1768 out of 8175 in its category [4]

Company Overview - Jiangsu Lianrui New Materials Co., Ltd. is located in Lianyungang City, Jiangsu Province, and was established on April 28, 2002. The company went public on November 15, 2019. Its main business involves the research, manufacturing, and sales of inorganic fillers and particle carrier products [1]. Business Performance - The company's main revenue composition includes spherical inorganic powder (57.16%), angular inorganic powder (26.39%), and other products (16.32%), with a minor contribution from supplementary products (0.12%) [1]. Stock Performance - On September 1, Lianrui New Materials' stock fell by 5.22%, closing at 57.02 CNY per share, with a trading volume of 281 million CNY and a turnover rate of 1.99%. The total market capitalization is 13.769 billion CNY [1]. Fund Holdings - According to data, a fund under People's Insurance Asset holds a significant position in Lianrui New Materials. The fund, named Renbao Selected Mixed A (005041), reduced its holdings by 2,870 shares in the second quarter, now holding 35,100 shares, which accounts for 2.15% of the fund's net value, making it the third-largest holding [2]. Fund Performance - Renbao Selected Mixed A (005041) was established on February 1, 2018, with a latest scale of 73.4629 million CNY. Year-to-date, it has achieved a return of 22.42%, ranking 3,550 out of 8,254 in its category. Over the past year, it has returned 52.71%, ranking 2,336 out of 8,037, and since inception, it has returned 56.38% [2].

Core Viewpoint - Lianrui New Materials (688300.SH), a leader in silicon micro powder, is increasing its production capacity by issuing convertible bonds to raise up to 720 million yuan for key projects and working capital [1][2][4]. Group 1: Fundraising and Investment Projects - The company plans to issue convertible bonds to raise a total of no more than 720 million yuan, which will be allocated to three main projects: 270 million yuan for ultra-pure spherical powder materials for high-performance substrates, 250 million yuan for high-thermal-conductivity spherical powder materials, and 200 million yuan for working capital [2][4]. - The ultra-pure spherical powder materials project has a total investment of 423 million yuan, while the high-thermal-conductivity spherical powder materials project has a total investment of 388 million yuan [2][3]. Group 2: Financial Performance - In Q1 2025, the company achieved revenue of 239 million yuan, a year-on-year increase of 18%, and a net profit of 63.04 million yuan, up 21.99% [1][6]. - For the year 2024, the company reported a record revenue of 960 million yuan, a 34.94% increase, and a net profit of 251 million yuan, up 44.47% [6][7]. - The gross profit margin for Q1 2025 was 40.62%, showing a steady increase from previous years [1][7]. Group 3: R&D and Market Position - The company has invested 160 million yuan in R&D over the past four years, emphasizing the importance of technology in its operations [5][7]. - Lianrui New Materials has developed core technologies in advanced functional inorganic non-metallic powder materials, holding 132 intellectual property rights, including 64 invention patents [7]. - The company has maintained a stable gross profit margin, with figures of 39.20%, 39.26%, 40.38%, and 40.62% from 2022 to Q1 2025 [7].