中信建投研报表示，AI技术的快速发展对被动元件行业产生深远影响，将快速拉动高端MLCC、芯片电 感、钽电容、封装材料等行业快速发展，同时上游原材料如镍粉、羰基铁粉、金属软磁粉（芯）、散热 材料等行业的快速发展。材料性能决定器件性能，上游原材料领域及上下游产业配套企业具备优势。 ...

中国经济网北京11月24日讯 两市午后走势反转，三大指数全线转涨。截至收盘，上证综指报3836.77 点，上涨0.05%，成交额7155.39亿元；深证成指报12585.08点，上涨0.37%，成交额10122.34亿元；创业板 指报2929.04点，上涨0.31%，成交额4762.16亿元。 板块方面，军工装备、军工电子、文化传媒等涨幅居前，能源金属、保险、机场航运等板块跌幅居 前。 A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） ■ 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 牢工装备 | 5.38 | 2889.34 | 670.92 | 78.08 | 79 | 1 | | 2 | 牢工电子 | 4.62 | 1802.14 | 288.30 | 29.25 | 60 | വ | | 3 | 文化传媒 | 3.54 | 5790.57 | 687.55 | 41.45 | 81 | ന | | র্ব | 软件开发 ...

11月24日，铂科新材涨5.09%，截至发稿，报69.00元/股，成交2.78亿元，换手率1.72%，总市值199.96 亿元。 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栋 1301，成立日期2009年9月17日，上市日期2019年12月30日，公司主营业务涉及从事金属软磁粉、金属 软磁粉芯和电感元件的研发、生产和销售,为电能变换各环节电力电子设备或系统实现高效稳定、节能 环保运行提供高性能软磁材料、模块化电感以及整体解决方案。主营业务收入构成为：金属软磁粉末制 品96.69%，金属软磁粉3.07%，其他(含其他业务收入)0.25%。 从铂科新材十大流通股东角度 截至发稿，华龙累计任职时间3年96天，现任基金资产总规模359.57亿元，任职期间最佳基金回报 103.19%， 任职期间最差基金回报-15.08%。 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 截至发稿，钟帅累计任职时间5年121天，现任基 ...

诺德股份(600110)今日跌停，全天换手率10.09%，成交额12.61亿元，振幅7.78%。龙虎榜数据显示，沪 股通净卖出4167.70万元，营业部席位合计净卖出5881.47万元。 10月23日公司发布的三季报数据显示，前三季度公司共实现营业收入47.93亿元，同比增长29.21%，实 现净利润-9374.12万元。（数据宝） 诺德股份11月21日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 5828.52 | | | 买二 | 国信证券股份有限公司浙江分公司 | 4366.41 | | | 买三 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 2740.45 | | | 买四 | 广发证券股份有限公司广州马场路广发证券大厦证券营 业部 | 1046.10 | | | 买五 | 中国国际金融股份有限公司上海分公司 | 968.31 | | | 卖一 | 沪股通专用 | | 9996.22 | | 卖二 | 开源证券股份有限公司西安西大街证券营业 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603978 | 深圳新星 | 31.42 | -10.00% | 28.97万 | 9.32 6 | | 603124 | 江南新材 | 70.05 | -7.24% | 3.16万 | 2.25亿 | | 300811 | 铂科新材 | 65.66 | -7.10% | 7.88万 | 5.25亿 | | 688786 | 倪安新材 | 26.00 | -6.91% | 2.29万 | 6083.52万 | | 603045 | 福达合金 | 19.39 | -6.24% | 4.04万 | 7983.17万 | | 300930 | 吃通新材 | 29.32 | -6.12% | 2.05万 | 6144.41万 | | 920576 | 天力复合 | 27.16 | -6.05% | 1.26万 | 3496.21万 | | 301522 | 上大股份 | 30.42 | -5.44% | 6.57万 | 2.04亿 | | 603072 ...

从基金十大重仓股角度 数据显示，诺德基金旗下1只基金重仓铂科新材。诺德灵活配置混合（571002）三季度持有股数4600 股，占基金净值比例为3.61%，位居第十大重仓股。根据测算，今日浮亏损失约1.64万元。 11月21日，铂科新材跌5.04%，截至发稿，报67.12元/股，成交8057.64万元，换手率0.50%，总市值 194.51亿元。 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栋 1301，成立日期2009年9月17日，上市日期2019年12月30日，公司主营业务涉及从事金属软磁粉、金属 软磁粉芯和电感元件的研发、生产和销售,为电能变换各环节电力电子设备或系统实现高效稳定、节能 环保运行提供高性能软磁材料、模块化电感以及整体解决方案。主营业务收入构成为：金属软磁粉末制 品96.69%，金属软磁粉3.07%，其他(含其他业务收入)0.25%。 截至发稿，朱红累计任职时间11年238天，现任基金资产总规模1.12亿元，任职期间最佳基金回报 139.56%， 任职期间最差基金回报-26.47%。 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 ...

Market Overview - The metal new materials sector experienced a slight decline of 0.06% on November 20, with Alloy Investment leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Individual Stock Performance - Alloy Investment (000633) closed at 7.98, down 6.67% with a trading volume of 701,500 shares and a transaction value of 561 million [1] - Other notable declines included: - Zhongke Magnetic (301141) down 3.44% to 55.07 with a transaction value of 220 million [1] - Bowei Taijin (601137) down 2.58% to 21.18 with a transaction value of 258 million [1] - Jinli Yongci (300748) down 2.32% to 34.50 with a transaction value of 1.22 billion [1] Capital Flow Analysis - The metal new materials sector saw a net outflow of 151 million from main funds, while retail investors contributed a net inflow of 75.99 million [1] - Specific stock capital flows included: - Shenzhen New Star (603978) with a main fund net inflow of 1.05 billion, but a net outflow from retail investors of 46.47 million [2] - Tunan Co. (300855) with a main fund net inflow of 41.86 million, but a significant retail outflow of 3.44 million [2] - Bowei Alloy (601137) recorded a main fund net inflow of 3.88 million, while retail investors saw a net outflow of 2.06 million [2]

Core Viewpoint - The company emphasizes that 6G communication materials are one of its important R&D projects and have already been applied in testing prototypes [1] Group 1 - The company is actively involved in the development of materials for 6G communication [1] - Testing prototypes have already incorporated these materials, indicating progress in R&D efforts [1]

证券之星消息，11月19日金属新材料板块较上一交易日下跌0.67%，江南新材领跌。当日上证指数报收 于3946.74，上涨0.18%。深证成指报收于13080.09，下跌0.0%。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1.21亿元，游资资金净流出3350.51万元，散户 资金净流入1.55亿元。金属新材料板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000633 | 合金投资 | 8.55 | 3.14% | 114.16万 | | 9.63亿 | | 301141 | 中科磁业 | 57.03 | 2.94% | 5.47万 | | 3.14亿 | | 300748 | 金力永磁 | 35.32 | 2.32% | C 40.37万 | | 14.14亿 | | 688077 | 大地熊 | 31.80 | 1.02% | 2.06万 | | 6516.18万 | | 300127 | 银河磁体 | 31. ...

Summary of Antai Technology Conference Call Company Overview - Antai Technology reported a year-on-year increase in net profit attributable to shareholders in 2025, with significant contributions from three main business segments: Nanrong Wumu Industry, Amorphous Nanocrystalline, and Powder High-Speed Steel, particularly noting that the Nanrong Wumu Industry's net profit increased by over 50% [2][3][4] Key Business Segments - **Nanrong Wumu Industry**: Achieved over 50% year-on-year growth in net profit [2][3] - **Amorphous Nanocrystalline**: Focused on energy-efficient and lightweight materials, with applications in new energy vehicles and low-altitude economic aircraft [11] - **Powder High-Speed Steel**: Continued development and enhancement of industrial manufacturing products [10] Technological Developments - **Controlled Nuclear Fusion**: Antai Technology specializes in structural materials for controlled nuclear fusion, particularly tungsten-copper divertors, which, despite their small proportion (1%-1.5%) of overall investment, are critical materials in the reaction process [5][6] - **Welding and Processing**: The company has advanced capabilities in complex shape processing and welding technology, achieving third-generation technology in brazing processes, ensuring stability and reliability of materials under high temperatures [8] Market Position and Competitive Advantage - Antai Technology has established a strong first-mover advantage in the controlled nuclear fusion sector, having won multiple bids for complex divertors in significant projects like EAST and HL-2M [9] - The company plans to continue leveraging its experience and resources to contribute to national major projects [9] Future Strategic Focus - Over the next five years, Antai Technology will prioritize new material applications, including those required in the semiconductor industry and other downstream sectors [10] - The company aims to enhance the development of energy-efficient amorphous nanocrystalline materials, which are expected to play a crucial role in future industrial advancements [10] Financial Performance and Shareholder Returns - Antai Technology expressed confidence in meeting its equity incentive targets for 2025, with overall positive performance noted from January to October, indicating a favorable experience for investors [14]