Company Overview - Shenzhen New Star Light Alloy Materials Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 23, 1992. The company was listed on August 7, 2017. Its main business involves the research, production, and sales of aluminum grain refiners [1][2]. Financial Performance - For the first half of 2025, Shenzhen New Star achieved operating revenue of 1.499 billion yuan, representing a year-on-year growth of 28.91%. The net profit attributable to the parent company was -22.36 million yuan, showing a year-on-year increase of 61.00% [2]. - As of September 23, the company's stock price increased by 45.17% year-to-date, with a 4.78% rise over the last five trading days, a 26.81% increase over the last 20 days, and a 23.80% increase over the last 60 days [1]. Shareholder Information - As of August 10, the number of shareholders for Shenzhen New Star was 16,800, a decrease of 3.30% from the previous period. The average number of circulating shares per person increased by 3.41% to 12,585 shares [2]. Dividend Information - Since its A-share listing, Shenzhen New Star has distributed a total of 42 million yuan in dividends. However, there have been no dividend distributions in the last three years [3]. Market Activity - On September 23, the stock price of Shenzhen New Star was 22.37 yuan per share, with a trading volume of 151 million yuan and a turnover rate of 3.15%. The total market capitalization was 4.722 billion yuan [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on September 11 [1]. Business Segments - The main revenue composition of Shenzhen New Star includes aluminum foil raw materials (53.96%), aluminum grain refiners (33.53%), other products (7.92%), lithium hexafluorophosphate (4.19%), and other supplementary products (0.40%) [1]. - The company operates within the non-ferrous metals sector, specifically in the new metal materials category, and is involved in concepts such as lithium hexafluorophosphate, lithium batteries, non-ferrous aluminum, new materials, and fluorine chemicals [1].

截至发稿，蔡丹累计任职时间8年44天，现任基金资产总规模18.02亿元，任职期间最佳基金回报 93.45%， 任职期间最差基金回报0.99%。 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，宝盈基金旗下1只基金重仓深圳新星。宝盈新锐混合A（001543）二季度持有股数9.55万股， 占基金净值比例为1.04%，位居第六大重仓股。根据测算，今日浮盈赚取约10.89万元。 宝盈新锐混合A（001543）成立日期2015年11月4日，最新规模1.48亿。今年以来收益33.79%，同类排 名2181/8246；近一年收益79.38%，同类排名1067/8054；成立以来收益200.1%。 宝盈新锐混合A（001543）基金经理为蔡丹。 9月15日，深圳新星涨5.42%，截至发稿，报22.19元/股，成交3.97亿元，换手率8.78%，总市值46.84亿 元。 资料显示，深圳市新星轻合金材料股份有限公司位于广东省深圳市宝安区观光路公明镇高新技术产业园 ...

截至2025年8月27日收盘，深圳新星股价报16.83元，较前一交易日下跌4.59%，成交额1.45亿元。 数据显示，深圳新星上半年归母净利润为-2236.32万元，较上年同期的-5733.77万元有所收窄。 资金流向方面，深圳新星8月27日主力资金净流出870.26万元，近五日主力资金小幅净流入86.04万元。 风险提示：股市有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） 深圳新星主要从事铝晶粒细化剂的研发、生产和销售，产品应用于铝加工行业。公司所属板块包括有色 金属、汽车一体化压铸等。 ...

Group 1 - The closing price of Shenzhen New Star on July 29 was 17.46 yuan, down 1.80% from the previous trading day [1] - The trading volume on that day was 75,327 lots, with a transaction amount of 133 million yuan [1] - Shenzhen New Star is primarily engaged in the research, production, and sales of aluminum grain refiners, widely used in the aluminum processing industry [1] Group 2 - The company belongs to the non-ferrous metals sector, with business involvement in integrated die-casting for the automotive industry [1] - In the first quarter of 2025, the company achieved operating revenue of 742 million yuan and a net profit of 2.42 million yuan [1] - On July 28, Shenzhen New Star completed the registration of 2 million stock options, with an exercise price set at 13.33 yuan per option, involving 6 incentive targets [1] Group 3 - On July 29, the stock experienced a rapid pullback, with a decline of over 2% within 5 minutes [1] - The net outflow of main funds on July 29 was 4.973 million yuan, accounting for 0.13% of the circulating market value [1]

公告显示，深圳新星公司预计2025年半年度归属于母公司所有者的净利润为 -2350万元到 -1570万元，与上年同期相比，亏损减少3383.77万元到4163.77万 元；归属于母公司所有者的扣除非经常性损益后的净利润为 -2950万元到 -1970万元。深圳新星上年同期利润总额为 -5501.30万元，归属于母公司所有者的净 利润为 -5733.77万元，归属于母公司所有者的扣除非经常性损益的净利润为 -7127.41万元，每股收益为 -0.36元。 深圳新星表示，本期业绩预亏主要有三方面原因。一是受关税贸易战影响，铝锭价格大幅波动，4月初铝价较3月底下跌约1000元/吨，因生产周期及备货影 响，第一季度末约1万吨的铝锭存货、铝晶粒细化剂及电池铝箔坯料半成品等库存成本顺延至二季度，使第二季度产品成本偏高，产品综合毛利率下降，毛 利减少约1000万元。二是本期铝箔坯料产品等销售收入增加，应收账款增加，预期信用减值损失金额较一季度增加约500万元。三是铝箔坯料冷精轧生产线 处于调试过程中，产能未能完全稳定放量，成材率未达预期，导致铝箔冷轧坯料产品毛利率下降，不过截至业绩预告披露日，该生产线已调试完成，处于稳 定 ...

证券代码：603978 证券简称：深圳新星 公告编号：2025-068 深圳市新星轻合金材料股份有限公司 关于 2024 年年度报告的信息披露监管问询函 的回复公告 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个别及连带责任。 深圳市新星轻合金材料股份有限公司（以下简称"公司"或"深圳新星"）于 司 2024 年年度报告的信息披露监管问询函》（以下简称"问询函"）（上证公函 【2025】0913 号），根据相关规定，现对问询函有关问题回复如下： 问题一、关于业绩亏损。公司已连续三年亏损，年报显示，公司 2024 年度 实现营业收入 25.63 亿元，同比增长 62.32%，归母净利润-2.91 亿元，同比增亏 现金流量净额-2.06 亿元，流出同比增加 20.04%。综合毛利率 2.94%，同比下 滑 1.74 百分点，其中，六氟磷酸锂毛利率-44.89%，同比下降 37.12 个百分点。 年报披露，营业收入增长主要系铝箔坯料投产销售，业绩亏损主要系六氟磷酸 锂经营亏损及相关减值。 请公司：（1）结合行业趋势、市场竞争、业务结构变化等 ...

Core Insights - Shenzhen New Star (SH603978) reported a significant increase in revenue for 2024, with total operating income reaching 2.563 billion yuan, a year-on-year growth of 62.32%. However, the company faced a net loss of 291.73 million yuan, marking a decline of 105.88% compared to the previous year [1][2]. Financial Performance - The operating income for 2024 was 2.563 billion yuan, up from 1.579 billion yuan in 2023, reflecting a growth of 62.32% [1]. - The net profit attributable to shareholders was -291.73 million yuan, a decrease of 105.88% from -141.43 million yuan in 2023 [1]. - The net profit after deducting non-recurring gains and losses was -303.87 million yuan, down 113.16% from -142.55 million yuan in the previous year [1]. - The basic earnings per share for 2024 were -1.70 yuan [1]. Profitability Metrics - The gross profit margin for 2024 was 2.94%, a decline of 1.74% year-on-year [2]. - The net profit margin was -11.39%, down 2.42% from the previous year [2]. Expense Analysis - Total operating expenses for 2024 amounted to 218 million yuan, an increase of 46.78 million yuan compared to the previous year [2]. - The expense ratio was 8.52%, a decrease of 2.35% year-on-year [2]. - Sales expenses increased by 64.22%, management expenses rose by 15.82%, R&D expenses grew by 47.02%, and financial expenses increased by 10.03% [2]. Employee Statistics - The total number of employees in 2024 was 899, an increase of 157 employees or 21.16% from 742 employees at the end of the previous year [3]. Executive Compensation - The total remuneration for directors, supervisors, and senior management in 2024 was 4.1625 million yuan, with the highest-paid being Chairman and General Manager Chen Xueming, who received 975,000 yuan [4][6].

Core Viewpoint - Shenzhen New Star (603978.SZ) is enhancing its subsidiary's capital structure by introducing a local state-owned investment fund, aiming to improve competitiveness and operational support for its subsidiary, Luoyang New Star [1][7]. Group 1: Capital Increase and Structure - Luoyang New Star plans to raise 200 million yuan through a capital increase, with the registered capital increasing from 1 billion to 1.184 billion yuan, reducing Shenzhen New Star's ownership from 100% to 84.47% while maintaining control [1][3]. - The investment fund, Gongkong New Star Fund, is established with contributions from Shenzhen New Star and local state-owned assets, with a total subscription of 500 million yuan planned [4]. Group 2: Financial Performance and Commitments - Luoyang New Star achieved revenues of 2.423 billion yuan and a net profit of 6.9914 million yuan in 2024, with a performance commitment of a cumulative net profit of no less than 77 million yuan from 2025 to 2027 [2][6]. - Shenzhen New Star reported revenues of 2.563 billion yuan in 2024, but incurred a net loss of 291 million yuan, marking three consecutive years of losses totaling approximately 480 million yuan [2][9]. Group 3: Business Segments and Challenges - Shenzhen New Star operates in three main segments: aluminum grain refiners, battery aluminum foil materials, and lithium hexafluorophosphate, with Luoyang New Star being crucial for the battery aluminum foil segment [1][7]. - The lithium hexafluorophosphate segment faced significant challenges due to low market prices and increased competition, leading to a loss of 42.3482 million yuan in 2024 [8].