截至发稿，李昱累计任职时间8年38天，现任基金资产总规模86.64亿元，任职期间最佳基金回报 188.36%， 任职期间最差基金回报-7.92%。 从基金十大重仓股角度 数据显示，工银瑞信基金旗下1只基金重仓江南新材。工银中小盘混合（481010）四季度持有股数42.57 万股，占基金净值比例为3.11%，位居第八大重仓股。根据测算，今日浮亏损失约252.47万元。 工银中小盘混合（481010）成立日期2010年2月10日，最新规模10.78亿。今年以来收益18.93%，同类排 名498/8891；近一年收益51.52%，同类排名1248/8137；成立以来收益348.5%。 工银中小盘混合（481010）基金经理为李昱。 2月27日，江南新材跌5.02%，截至发稿，报112.15元/股，成交2.15亿元，换手率6.48%，总市值163.45 亿元。 资料显示，江西江南新材料科技股份有限公司位于江西省鹰潭市月湖区鹰潭工业园区，成立日期2007年 7月26日，上市日期2025年3月20日，公司主营业务涉及主要从事铜基新材料的研发、生产与销售。主营 业务收入构成为：铜球系列78.30%，氧化铜粉系列17.26% ...

Group 1 - Jiangnan New Materials experienced a stock price increase of 5.12%, reaching 101.98 yuan per share, with a trading volume of 1.02 billion yuan and a turnover rate of 3.49%, resulting in a total market capitalization of 14.863 billion yuan [1] - Jiangnan New Materials, established on July 26, 2007, is located in Yingtan City, Jiangxi Province, and specializes in the research, production, and sales of copper-based new materials. The revenue composition includes: copper ball series 78.30%, copper oxide powder series 17.26%, others 2.66%, high-precision copper-based heat sinks 1.74%, and copper material trading 0.01% [1] Group 2 - ICBC Credit Suisse Fund has a significant holding in Jiangnan New Materials, with the ICBC Small and Medium Cap Mixed Fund (481010) holding 425,700 shares, accounting for 3.11% of the fund's net value, ranking as the eighth largest holding. The estimated floating profit today is approximately 2.1159 million yuan [2] - The ICBC Small and Medium Cap Mixed Fund (481010) was established on February 10, 2010, with a current scale of 1.078 billion yuan. Year-to-date returns are 13.87%, ranking 834 out of 8,890 in its category; the one-year return is 55.47%, ranking 1,169 out of 8,132; and since inception, the return is 329.4% [2]

Group 1 - Jiangnan New Materials experienced a stock price increase of 5.39%, reaching 102.40 yuan per share, with a trading volume of 196 million yuan and a turnover rate of 6.70%, resulting in a total market capitalization of 14.924 billion yuan [1] - Jiangnan New Materials, established on July 26, 2007, is located in Yingtan City, Jiangxi Province, and specializes in the research, production, and sales of copper-based new materials. The revenue composition includes: copper ball series 78.30%, copper oxide powder series 17.26%, others 2.66%, high-precision copper-based heat sinks 1.74%, and copper material trading 0.01% [1] Group 2 - The Guoshou Anbao Strategy Selected Mixed A Fund (168002) holds 240,800 shares of Jiangnan New Materials, accounting for 3.18% of the fund's net value, making it the tenth largest holding. The estimated floating profit today is approximately 1.2619 million yuan [2] - The Guoshou Anbao Strategy Selected Mixed A Fund was established on November 25, 2025, with a latest scale of 542 million yuan. Year-to-date returns are 8.88%, ranking 3117 out of 8866 in its category, while cumulative returns since inception are 38.25% [2] Group 3 - The fund manager of Guoshou Anbao Strategy Selected Mixed A Fund is Yan Kun, who has been in the position for 2 years and 34 days. The total asset scale of the fund is 618 million yuan, with the best fund return during his tenure being 68.49% and the worst being 7.86% [3]

Core Viewpoint - Jiangnan New Materials has shown a positive performance in terms of stock price and financial results, indicating growth potential in the copper-based new materials sector [1][2]. Group 1: Stock Performance - On January 27, Jiangnan New Materials' stock rose by 3.00%, with a trading volume of 207 million yuan [1]. - The financing buy-in amount on the same day was 14.88 million yuan, while the financing repayment was 20.05 million yuan, resulting in a net financing buy of -5.18 million yuan [1]. - As of January 27, the total margin trading balance for Jiangnan New Materials was 171 million yuan, accounting for 6.08% of its circulating market value [1]. Group 2: Financial Performance - For the period from January to September 2025, Jiangnan New Materials achieved an operating income of 7.569 billion yuan, representing a year-on-year growth of 18.34% [2]. - The net profit attributable to shareholders for the same period was 165 million yuan, reflecting a year-on-year increase of 21.95% [2]. - Cumulative cash dividends since the A-share listing amount to 53.93 million yuan [2]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Jiangnan New Materials was 9,904, a decrease of 60.29% compared to the previous period [2]. - The average circulating shares per person increased to 2,950 shares, up by 156.98% from the previous period [2]. - The top circulating shareholders include several new institutional investors, with Huaxia Industry Prosperity Mixed A being the largest, holding 1.6299 million shares [2].

Group 1 - Jiangnan New Materials Co., Ltd. experienced a stock price increase of 5.27% on January 21, reaching 92.68 CNY per share, with a trading volume of 82.63 million CNY and a turnover rate of 3.11%, resulting in a total market capitalization of 13.508 billion CNY [1] - The company, established on July 26, 2007, is located in Yingtan City, Jiangxi Province, and specializes in the research, production, and sales of copper-based new materials. The main revenue composition includes copper ball series (78.30%), copper oxide powder series (17.26%), and other products [1] Group 2 - According to data from the top ten holdings of funds, one fund under Rongtong holds a significant position in Jiangnan New Materials. The Rongtong Advanced Manufacturing Mixed A Fund (014647) held 197,200 shares in the third quarter, accounting for 5.1% of the fund's net value, making it the sixth-largest holding [2] - The Rongtong Advanced Manufacturing Mixed A Fund, established on February 22, 2022, has a current scale of 315 million CNY. Year-to-date returns are 3.06%, with a one-year return of 71.75%, ranking 585 out of 8091 in its category [2]

Group 1 - Jiangnan New Materials experienced a decline of 5.04% on January 8, with a stock price of 86.51 yuan per share, a trading volume of 170 million yuan, a turnover rate of 6.61%, and a total market capitalization of 12.608 billion yuan [1] - Jiangnan New Materials, established on July 26, 2007, is located in Yingtan City, Jiangxi Province, and specializes in the research, production, and sales of copper-based new materials. The main revenue composition includes copper ball series (78.30%), copper oxide powder series (17.26%), and others [1] Group 2 - Longsheng Fund has a significant holding in Jiangnan New Materials, with the Changsheng Craft Research Mixed A Fund (014885) holding 25,500 shares, accounting for 2.39% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 117,000 yuan [2] - The Changsheng Craft Research Mixed A Fund was established on July 5, 2022, with a latest scale of 63.4632 million yuan. Year-to-date return is 5.95%, ranking 1143 out of 8825 in its category, while the one-year return is 40.75%, ranking 2923 out of 8084 [2]

Core Viewpoint - Jiangnan New Materials has shown significant growth in revenue and net profit, indicating a positive financial trajectory for the company [2]. Group 1: Financial Performance - As of January 6, Jiangnan New Materials' stock price increased by 4.02%, with a trading volume of 289 million yuan [1]. - For the period from January to September 2025, Jiangnan New Materials achieved a revenue of 7.569 billion yuan, representing a year-on-year growth of 18.34% [2]. - The net profit attributable to shareholders for the same period was 165 million yuan, reflecting a year-on-year increase of 21.95% [2]. Group 2: Shareholder and Market Activity - On January 6, the company recorded a net financing purchase of 33.5182 million yuan, with a total financing balance of 1.51 billion yuan, accounting for 5.94% of the circulating market value [1]. - The number of shareholders as of September 30 was 9,904, a decrease of 60.29% from the previous period, while the average circulating shares per person increased by 156.98% to 2,950 shares [2]. - The top ten circulating shareholders include several new institutional investors, with the largest being Huaxia Industry Prosperity Mixed A, holding 1.6299 million shares [2]. Group 3: Business Overview - Jiangnan New Materials, established on July 26, 2007, specializes in the research, production, and sales of copper-based new materials [1]. - The company's main revenue sources include copper ball series (78.30%), copper oxide powder series (17.26%), and other products [1].

Group 1 - Jiangxi Jiangnan New Materials Technology Co., Ltd. experienced a stock price increase of 5.17%, reaching 87.69 CNY per share, with a total market capitalization of 12.78 billion CNY [1] - The company specializes in the research, production, and sales of copper-based new materials, with its main revenue sources being copper ball series (78.30%), copper oxide powder series (17.26%), and high-precision copper-based heat sinks (1.74%) [1] Group 2 - Rongtong Fund has a significant holding in Jiangnan New Materials, with the Rongtong Advanced Manufacturing Mixed A Fund (014647) holding 197,200 shares, accounting for 5.1% of the fund's net value [2] - The Rongtong Advanced Manufacturing Mixed A Fund has achieved a year-to-date return of 2.62% and a one-year return of 79.03%, ranking 462 out of 8081 in its category [2] Group 3 - The fund manager of Rongtong Advanced Manufacturing Mixed A is Wang Di, who has been in the position for 7 years and 203 days, with the fund's total asset size at 789 million CNY [3] - During Wang Di's tenure, the best fund return was 219.38%, while the worst return was -6.17% [3]

Group 1 - Jiangnan New Materials Co., Ltd. experienced a stock price increase of 5.1%, reaching 82.89 CNY per share, with a trading volume of 164 million CNY and a turnover rate of 6.92%, resulting in a total market capitalization of 12.081 billion CNY [1] - The company, established on July 26, 2007, is located in Yingtan City, Jiangxi Province, and specializes in the research, production, and sales of copper-based new materials. The main revenue composition includes: copper ball series 78.30%, copper oxide powder series 17.26%, others 2.66%, high-precision copper-based heat sinks 1.74%, and copper material trading 0.01% [1] Group 2 - Changsheng Fund has a significant holding in Jiangnan New Materials, with the Changsheng Craftsmanship Research Mixed A Fund (014885) holding 25,500 shares, accounting for 2.39% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 102,500 CNY [2] - The Changsheng Craftsmanship Research Mixed A Fund was established on July 5, 2022, with a latest scale of 63.4632 million CNY. Year-to-date returns are 30.18%, with a peer ranking of 3108 out of 8155; the one-year return is also 30.18%, maintaining the same ranking [2]

Group 1 - Jiangnan New Materials has seen a stock price increase of 5.21% on December 25, reaching 86.50 CNY per share, with a trading volume of 341 million CNY and a turnover rate of 13.98%, resulting in a total market capitalization of 12.607 billion CNY [1] - The stock has experienced a continuous rise for six days, accumulating a total increase of 20.06% during this period [1] - Jiangnan New Materials, established on July 26, 2007, specializes in the research, production, and sales of copper-based new materials, with its main business revenue composition being 78.30% from copper ball series, 17.26% from copper oxide powder series, and 1.74% from high-precision copper-based heat sinks [1] Group 2 - Changsheng Fund has a significant holding in Jiangnan New Materials, with its Changsheng Craftsmanship Research Mixed A Fund (014885) holding 25,500 shares, accounting for 2.39% of the fund's net value, ranking as the tenth largest holding [2] - The fund has realized a floating profit of approximately 109,100 CNY today and a total of 350,200 CNY during the six-day increase [2] - The Changsheng Craftsmanship Research Mixed A Fund was established on July 5, 2022, with a current scale of 63.4632 million CNY, achieving a year-to-date return of 30.19% and a one-year return of 27.45% [2]