10月29日，深圳新星盘中下跌2.07%，截至10:34，报24.66元/股，成交1.44亿元，换手率2.73%，总市值 52.06亿元。 今年以来深圳新星已经1次登上龙虎榜，最近一次登上龙虎榜为9月11日。 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 新星厂区A栋，成立日期1992年7月23日，上市日期2017年8月7日，公司主营业务涉及铝晶粒细化剂的 研发、生产和销售。主营业务收入构成为：铝箔坯料53.96%，铝晶粒细化剂33.53%，其他产品7.92%， 六氟磷酸锂4.19%，其他(补充)0.40%。 资金流向方面，主力资金净流出1366.34万元，特大单买入558.01万元，占比3.86%，卖出828.17万元， 占比5.74%；大单买入3154.74万元，占比21.85%，卖出4250.92万元，占比29.44%。 深圳新星今年以来股价涨60.03%，近5个交易日涨12.09%，近20日涨5.38%，近60日涨41.24%。 深圳新星所属申万行业为：有色金属-金属新材料-其他金属新材料。所属概念板块包括：航天军工、六 氟磷酸锂、融资融券、商业航天（航天 ...

Group 1 - Shenzhen New Star's stock price increased by 5.1% to 23.89 CNY per share, with a trading volume of 165 million CNY and a turnover rate of 3.37%, resulting in a total market capitalization of 5.043 billion CNY [1] - Shenzhen New Star specializes in the research, production, and sales of aluminum grain refiners, with its main business revenue composition being: aluminum foil raw materials 53.96%, aluminum grain refiners 33.53%, other products 7.92%, lithium hexafluorophosphate 4.19%, and others 0.40% [1] Group 2 - According to data, one fund under Baoying Fund holds a significant position in Shenzhen New Star, with Baoying New Star Mixed A (001543) holding 95,500 shares, accounting for 1.04% of the fund's net value, ranking as the sixth largest holding [2] - Baoying New Star Mixed A (001543) has achieved a year-to-date return of 35.76%, ranking 2285 out of 8226 in its category, and a one-year return of 47.46%, ranking 1130 out of 8099 [2] Group 3 - The fund manager of Baoying New Star Mixed A (001543) is Cai Dan, who has been in the position for 8 years and 86 days, with the fund's total asset size at 1.763 billion CNY [3] - During Cai Dan's tenure, the best fund return was 101.39%, while the worst return was 0.99% [3]

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35.35%，同类排 名1963/8154；近一年收益46.53%，同类排名842/8025；成立以来收益203.6%。 宝盈新锐混合A（001543）基金经理为蔡丹。 截至发稿，蔡丹累计任职时间8年83天，现任基金资产总规模18.02亿元，任职期间最佳基金回报 97.7%， 任职期间最差基金回报0.99%。 10月24日，深圳新星涨5.19%，截至发稿，报22.68元/股，成交1.21亿元，换手率2.59%，总市值47.88亿 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 新星厂区A栋，成立日期1992年7月23日，上市日期2017年8月7日，公司主营业务涉及铝晶粒细化剂的 研发、生产和销售。主营业务收入构成为：铝箔坯料53.96%，铝晶粒细化剂33.53%，其他产品7.92%， 六氟磷酸锂4.19%，其他(补充)0.40%。 从基金十大重仓股角度 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 ...

Core Viewpoint - Shenzhen New Star's stock price has experienced fluctuations, with a year-to-date increase of 39.84% but a recent decline of 6.51% over the past five trading days [1] Group 1: Stock Performance - As of October 17, Shenzhen New Star's stock price was 21.55 CNY per share, with a market capitalization of 4.549 billion CNY [1] - The stock has seen a trading volume of 43.43 million CNY and a turnover rate of 0.94% [1] - Year-to-date, the stock has risen by 39.84%, while it has decreased by 6.51% in the last five trading days [1] Group 2: Financial Performance - For the first half of 2025, Shenzhen New Star reported a revenue of 1.499 billion CNY, representing a year-on-year growth of 28.91% [2] - The company recorded a net profit attributable to shareholders of -22.36 million CNY, which is a 61.00% increase compared to the previous year [2] Group 3: Shareholder Information - As of September 30, the number of shareholders for Shenzhen New Star was 16,500, an increase of 3.62% from the previous period [2] - The average number of circulating shares per shareholder was 12,830, a decrease of 3.49% from the previous period [2] Group 4: Business Overview - Shenzhen New Star specializes in the research, production, and sales of aluminum grain refiners, with its main revenue sources being aluminum foil raw materials (53.96%), aluminum grain refiners (33.53%), and lithium hexafluorophosphate (4.19%) [1] - The company is categorized under the non-ferrous metals industry, specifically in the new metal materials sector [1]

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 ...

Group 1 - The core viewpoint of the report is to provide an overview of the management and operational status of the convertible bonds issued by Shenzhen Sunxing Light Alloys Materials Co., Ltd. [1][2] - The company issued a total of 5.95 billion yuan in convertible bonds, with a maturity of 6 years and an initial coupon rate of 0.4% in the first year, increasing to 1% in the third year [1][2] - The company reported a net loss of 291.88 million yuan for the year 2024, attributed to asset impairment losses and increased operational costs [2][3] Group 2 - As of the end of 2024, the company had total assets of 389.87 million yuan, a 8.86% increase from the previous year, while total liabilities rose by 9.34% to 216.84 million yuan [2][3] - The company utilized 240.53 million yuan of the raised funds for investment projects, with a remaining balance of 33.88 million yuan in the special account for raised funds [3][5] - The company has established a pledge guarantee for the convertible bonds, with the controlling shareholder pledging 32,148,795 shares as collateral [5][6] Group 3 - The company has faced challenges in project progress, particularly in the construction of the engineering research center and the production capacity of the refined agent project, due to market demand fluctuations [4][5] - The company has temporarily supplemented working capital with 310 million yuan from the raised funds, which is expected to be returned within 12 months [3][5] - The company has complied with its information disclosure obligations, providing regular updates on the status of the convertible bonds and related financial activities [6][7]